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: 10,614,571 shares; 2024Q4: 10,493,110 shares; 2025Q1: 10,568,884 shares; 2025Q2: 10,742,511 shares; 2025Q3: 10,603,980 shares 10,603,980 $409M 12.83% -138,531 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: 4,963,934 shares; 2024Q4: 4,790,947 shares; 2025Q1: 4,712,710 shares; 2025Q2: 4,595,119 shares; 2025Q3: 4,572,240 shares 4,572,240 $331M 10.39% -22,879 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: 483,754 shares; 2024Q4: 509,749 shares; 2025Q1: 594,756 shares; 2025Q2: 811,834 shares; 2025Q3: 934,354 shares 934,354 $307M 9.62% +122,520 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,484,092 shares; 2024Q4: 6,373,697 shares; 2025Q1: 6,328,398 shares; 2025Q2: 6,006,250 shares; 2025Q3: 5,836,699 shares 5,836,699 $261M 8.18% -169,551 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: 2,646,910 shares; 2024Q4: 2,723,071 shares; 2025Q1: 2,915,116 shares; 2025Q2: 3,209,592 shares; 2025Q3: 3,371,706 shares 3,371,706 $156M 4.88% +162,114 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: 4,160,423 shares; 2024Q4: 4,139,497 shares; 2025Q1: 4,120,996 shares; 2025Q2: 4,087,877 shares; 2025Q3: 4,052,050 shares 4,052,050 $127M 3.99% -35,827 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837,800 shares; 2024Q4: 840,968 shares; 2025Q1: 935,129 shares; 2025Q2: 1,131,955 shares; 2025Q3: 1,258,918 shares 1,258,918 $125M 3.93% +126,963 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: 1,520,756 shares; 2024Q4: 1,515,832 shares; 2025Q1: 1,593,834 shares; 2025Q2: 1,742,913 shares; 2025Q3: 1,806,892 shares 1,806,892 $125M 3.92% +63,979 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: 1,443,040 shares; 2024Q4: 1,420,946 shares; 2025Q1: 1,400,095 shares; 2025Q2: 1,366,196 shares; 2025Q3: 1,325,385 shares 1,325,385 $90.7M 2.85% -40,811 Timeline DFAT 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: 1,634,761 shares; 2024Q4: 1,609,388 shares; 2025Q1: 1,598,110 shares; 2025Q2: 1,535,663 shares; 2025Q3: 1,480,606 shares 1,480,606 $86.2M 2.7% -55,057 Timeline DFIC 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: not reported; 2025Q1: 455,461 shares; 2025Q2: 1,620,101 shares; 2025Q3: 2,202,540 shares 2,202,540 $72.2M 2.27% +582,439 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901,805 shares; 2024Q4: 904,834 shares; 2025Q1: 894,100 shares; 2025Q2: 880,610 shares; 2025Q3: 873,489 shares 873,489 $68.9M 2.16% -7,121 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521,349 shares; 2024Q4: 520,001 shares; 2025Q1: 528,409 shares; 2025Q2: 530,115 shares; 2025Q3: 523,610 shares 523,610 $56.9M 1.79% -6,505 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: 59,029 shares; 2024Q4: 61,986 shares; 2025Q1: 62,417 shares; 2025Q2: 66,235 shares; 2025Q3: 67,729 shares 67,729 $41.5M 1.3% +1,494 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: 335,303 shares; 2024Q4: 326,337 shares; 2025Q1: 335,562 shares; 2025Q2: 314,307 shares; 2025Q3: 314,322 shares 314,322 $41.2M 1.29% +15 Timeline AAUS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 694,663 shares 694,663 $37.5M 1.18% new 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: 626,064 shares; 2024Q4: 794,744 shares; 2025Q1: 795,644 shares; 2025Q2: 796,250 shares; 2025Q3: 794,766 shares 794,766 $36.4M 1.14% -1,484 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,652 shares; 2024Q4: 461,050 shares; 2025Q1: 454,138 shares; 2025Q2: 414,181 shares; 2025Q3: 413,610 shares 413,610 $31.7M 1% -571 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: 112,197 shares; 2024Q4: 115,325 shares; 2025Q1: 120,761 shares; 2025Q2: 125,703 shares; 2025Q3: 119,141 shares 119,141 $30.3M 0.95% -6,562 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297,225 shares; 2024Q4: 1,297,225 shares; 2025Q1: 1,297,225 shares; 2025Q2: 1,297,225 shares; 2025Q3: 1,297,225 shares 1,297,225 $30M 0.94% 0 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: not reported; 2025Q1: 136,830 shares; 2025Q2: 524,434 shares; 2025Q3: 711,209 shares 711,209 $22.8M 0.72% +186,775 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: 321,667 shares; 2024Q4: 342,528 shares; 2025Q1: 384,361 shares; 2025Q2: 353,224 shares; 2025Q3: 365,918 shares 365,918 $21.9M 0.69% +12,694 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: 393,218 shares; 2024Q4: 496,334 shares; 2025Q1: 497,150 shares; 2025Q2: 598,397 shares; 2025Q3: 599,506 shares 599,506 $21.8M 0.68% +1,109 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: 33,029 shares; 2024Q4: 34,565 shares; 2025Q1: 36,974 shares; 2025Q2: 38,086 shares; 2025Q3: 35,697 shares 35,697 $18.5M 0.58% -2,389 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: 116,287 shares; 2024Q4: 72,114 shares; 2025Q1: 113,588 shares; 2025Q2: 130,007 shares; 2025Q3: 125,943 shares 125,943 $18.3M 0.58% -4,064 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: 274,882 shares; 2024Q4: 297,663 shares; 2025Q1: 270,696 shares; 2025Q2: 252,449 shares; 2025Q3: 252,487 shares 252,487 $17.1M 0.54% +38 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,470 shares; 2024Q4: 172,470 shares; 2025Q1: 175,860 shares; 2025Q2: 175,860 shares; 2025Q3: 176,052 shares 176,052 $15.7M 0.49% +192 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,982 shares; 2024Q4: 203,865 shares; 2025Q1: 202,685 shares; 2025Q2: 201,441 shares; 2025Q3: 198,988 shares 198,988 $14.9M 0.47% -2,453 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: 5,684 shares; 2024Q4: 6,204 shares; 2025Q1: 39,327 shares; 2025Q2: 39,327 shares; 2025Q3: 39,294 shares 39,294 $12.1M 0.38% -33 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: 78,798 shares; 2024Q4: 71,758 shares; 2025Q1: 67,323 shares; 2025Q2: 70,106 shares; 2025Q3: 69,373 shares 69,373 $11.7M 0.37% -733 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: 121,518 shares; 2024Q4: 121,638 shares; 2025Q1: 124,625 shares; 2025Q2: 124,957 shares; 2025Q3: 126,036 shares 126,036 $11.5M 0.36% +1,079 Timeline IVLU 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: 364,040 shares; 2024Q4: 345,964 shares; 2025Q1: 339,318 shares; 2025Q2: 324,507 shares; 2025Q3: 321,341 shares 321,341 $11.4M 0.36% -3,166 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: 6,374 shares; 2024Q4: 6,329 shares; 2025Q1: 17,644 shares; 2025Q2: 17,391 shares; 2025Q3: 17,004 shares 17,004 $11.3M 0.36% -387 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: 95,506 shares; 2024Q4: 88,456 shares; 2025Q1: 79,363 shares; 2025Q2: 78,808 shares; 2025Q3: 76,913 shares 76,913 $11.2M 0.35% -1,895 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: 102,586 shares; 2024Q4: 103,042 shares; 2025Q1: 101,951 shares; 2025Q2: 124,900 shares; 2025Q3: 124,865 shares 124,865 $10.9M 0.34% -35 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: not reported; 2024Q4: not reported; 2025Q1: 125,288 shares; 2025Q2: 287,350 shares; 2025Q3: 304,225 shares 304,225 $9.69M 0.3% +16,875 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,634 shares; 2024Q4: 40,595 shares; 2025Q1: 39,745 shares; 2025Q2: 42,479 shares; 2025Q3: 44,259 shares 44,259 $9.27M 0.29% +1,780 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: 29,420 shares; 2024Q4: 30,748 shares; 2025Q1: 38,346 shares; 2025Q2: 42,883 shares; 2025Q3: 41,102 shares 41,102 $9.02M 0.28% -1,781 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: 45,907 shares; 2024Q4: 48,780 shares; 2025Q1: 52,305 shares; 2025Q2: 49,839 shares; 2025Q3: 47,673 shares 47,673 $8.89M 0.28% -2,166 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: 16,208 shares; 2024Q4: 17,151 shares; 2025Q1: 17,826 shares; 2025Q2: 18,450 shares; 2025Q3: 17,660 shares 17,660 $8.88M 0.28% -790 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: 12,457 shares; 2024Q4: 12,586 shares; 2025Q1: 12,823 shares; 2025Q2: 12,833 shares; 2025Q3: 11,546 shares 11,546 $8.81M 0.28% -1,287 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,156 shares; 2024Q4: 468,156 shares; 2025Q1: 468,156 shares; 2025Q2: 481,851 shares; 2025Q3: 481,851 shares 481,851 $8.75M 0.27% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260,299 shares; 2025Q3: 260,299 shares 260,299 $8.53M 0.27% 0 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: not reported; 2024Q4: not reported; 2025Q1: 63,487 shares; 2025Q2: 164,192 shares; 2025Q3: 166,513 shares 166,513 $7.99M 0.25% +2,321 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: 121,377 shares; 2024Q4: 129,403 shares; 2025Q1: 143,880 shares; 2025Q2: 139,654 shares; 2025Q3: 144,480 shares 144,480 $7.83M 0.25% +4,826 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: 16,824 shares; 2024Q4: 49,439 shares; 2025Q1: 268,922 shares; 2025Q2: 269,747 shares; 2025Q3: 266,150 shares 266,150 $7.27M 0.23% -3,597 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: 22,776 shares; 2024Q4: 25,551 shares; 2025Q1: 27,557 shares; 2025Q2: 31,439 shares; 2025Q3: 29,430 shares 29,430 $7.15M 0.22% -2,009 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: 10,817 shares; 2024Q4: 10,251 shares; 2025Q1: 10,373 shares; 2025Q2: 10,492 shares; 2025Q3: 9,713 shares 9,713 $7.13M 0.22% -779 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,169 shares; 2024Q4: 299,173 shares; 2025Q1: 300,790 shares; 2025Q2: 368,650 shares; 2025Q3: 378,770 shares 378,770 $6.93M 0.22% +10,120 Timeline AVMU 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: 144,218 shares; 2024Q4: 144,218 shares; 2025Q1: 144,218 shares; 2025Q2: 144,818 shares; 2025Q3: 144,818 shares 144,818 $6.6M 0.21% 0 Timeline AVIG 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: 140,442 shares; 2024Q4: 141,532 shares; 2025Q1: 141,532 shares; 2025Q2: 142,407 shares; 2025Q3: 148,512 shares 148,512 $6.25M 0.2% +6,105 Timeline DCOR 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: not reported; 2025Q1: not reported; 2025Q2: 86,025 shares; 2025Q3: 86,025 shares 86,025 $6.19M 0.19% 0 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: 52,546 shares; 2024Q4: 53,784 shares; 2025Q1: 54,679 shares; 2025Q2: 54,335 shares; 2025Q3: 52,240 shares 52,240 $5.89M 0.18% -2,095 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: 91,872 shares; 2024Q4: 101,836 shares; 2025Q1: 103,997 shares; 2025Q2: 51,231 shares; 2025Q3: 50,879 shares 50,879 $5.83M 0.18% -352 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: 53,822 shares; 2024Q4: 53,686 shares; 2025Q1: 60,314 shares; 2025Q2: 64,079 shares; 2025Q3: 55,866 shares 55,866 $5.76M 0.18% -8,213 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,000 shares; 2024Q4: 59,060 shares; 2025Q1: 97,466 shares; 2025Q2: 96,475 shares; 2025Q3: 96,493 shares 96,493 $5.59M 0.18% +18 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: 34,932 shares; 2024Q4: 36,437 shares; 2025Q1: 39,015 shares; 2025Q2: 35,344 shares; 2025Q3: 33,867 shares 33,867 $5.2M 0.16% -1,477 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: 97,821 shares; 2024Q4: 97,880 shares; 2025Q1: 103,576 shares; 2025Q2: 103,822 shares; 2025Q3: 96,544 shares 96,544 $4.98M 0.16% -7,278 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: not reported; 2024Q4: 6,111 shares; 2025Q1: 35,802 shares; 2025Q2: 48,200 shares; 2025Q3: 68,274 shares 68,274 $4.91M 0.15% +20,074 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: 19,108 shares; 2024Q4: 38,852 shares; 2025Q1: 47,766 shares; 2025Q2: 202,093 shares; 2025Q3: 175,454 shares 175,454 $4.9M 0.15% -26,639 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: 2,225 shares; 2024Q4: 2,615 shares; 2025Q1: 35,839 shares; 2025Q2: 19,403 shares; 2025Q3: 18,901 shares 18,901 $4.81M 0.15% -502 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: 21,350 shares; 2024Q4: 21,338 shares; 2025Q1: 21,338 shares; 2025Q2: 21,338 shares; 2025Q3: 21,258 shares 21,258 $4.74M 0.15% -80 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: 38,369 shares; 2024Q4: 38,369 shares; 2025Q1: 38,369 shares; 2025Q2: 40,714 shares; 2025Q3: 40,569 shares 40,569 $4.54M 0.14% -145 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: 53,708 shares; 2024Q4: 54,777 shares; 2025Q1: 57,203 shares; 2025Q2: 65,236 shares; 2025Q3: 65,312 shares 65,312 $4.31M 0.14% +76 Timeline IWB 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: 10,961 shares; 2024Q4: 10,673 shares; 2025Q1: 12,502 shares; 2025Q2: 11,641 shares; 2025Q3: 11,320 shares 11,320 $4.14M 0.13% -321 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: 6,286 shares; 2024Q4: 6,263 shares; 2025Q1: 8,236 shares; 2025Q2: 8,846 shares; 2025Q3: 8,475 shares 8,475 $4.06M 0.13% -371 Timeline AVSF 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: 85,825 shares; 2024Q4: 85,825 shares; 2025Q1: 85,675 shares; 2025Q2: 85,675 shares; 2025Q3: 85,675 shares 85,675 $4.05M 0.13% 0 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: 9,437 shares; 2024Q4: 9,435 shares; 2025Q1: 9,248 shares; 2025Q2: 8,899 shares; 2025Q3: 6,731 shares 6,731 $4.04M 0.13% -2,168 Timeline DFLV 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: not reported; 2025Q1: 45,531 shares; 2025Q2: 121,657 shares; 2025Q3: 121,852 shares 121,852 $4.01M 0.13% +195 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: 9,382 shares; 2024Q4: 11,268 shares; 2025Q1: 15,391 shares; 2025Q2: 16,160 shares; 2025Q3: 16,426 shares 16,426 $4M 0.13% +266 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: 15,305 shares; 2024Q4: 16,555 shares; 2025Q1: 17,765 shares; 2025Q2: 18,105 shares; 2025Q3: 17,252 shares 17,252 $3.99M 0.13% -853 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: 63,338 shares; 2024Q4: 125,394 shares; 2025Q1: 125,395 shares; 2025Q2: 125,397 shares; 2025Q3: 125,447 shares 125,447 $3.96M 0.12% +50 Timeline SUSB 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: 147,281 shares; 2024Q4: 147,281 shares; 2025Q1: 147,281 shares; 2025Q2: 147,281 shares; 2025Q3: 147,281 shares 147,281 $3.73M 0.12% 0 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: 6,763 shares; 2024Q4: 8,193 shares; 2025Q1: 10,791 shares; 2025Q2: 11,873 shares; 2025Q3: 11,179 shares 11,179 $3.69M 0.12% -694 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: 11,094 shares; 2024Q4: 12,805 shares; 2025Q1: 12,280 shares; 2025Q2: 11,895 shares; 2025Q3: 10,150 shares 10,150 $3.5M 0.11% -1,745 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: 9,411 shares; 2024Q4: 9,805 shares; 2025Q1: 9,922 shares; 2025Q2: 8,882 shares; 2025Q3: 7,650 shares 7,650 $3.4M 0.11% -1,232 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: 13,146 shares; 2024Q4: 13,408 shares; 2025Q1: 15,169 shares; 2025Q2: 14,351 shares; 2025Q3: 14,345 shares 14,345 $3.39M 0.11% -6 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: 12,140 shares; 2024Q4: 10,819 shares; 2025Q1: 11,837 shares; 2025Q2: 12,032 shares; 2025Q3: 11,189 shares 11,189 $3.37M 0.11% -843 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: 9,415 shares; 2024Q4: 9,918 shares; 2025Q1: 10,700 shares; 2025Q2: 11,245 shares; 2025Q3: 11,048 shares 11,048 $3.36M 0.11% -197 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: 40,245 shares; 2024Q4: 40,797 shares; 2025Q1: 38,399 shares; 2025Q2: 36,175 shares; 2025Q3: 36,034 shares 36,034 $3.35M 0.11% -141 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: 24,039 shares; 2024Q4: 24,612 shares; 2025Q1: 26,102 shares; 2025Q2: 23,896 shares; 2025Q3: 23,614 shares 23,614 $3.32M 0.1% -282 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,127 shares; 2024Q4: 30,981 shares; 2025Q1: 31,170 shares; 2025Q2: 31,171 shares; 2025Q3: 30,396 shares 30,396 $3.27M 0.1% -775 Timeline AVIV 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: 47,385 shares; 2024Q4: 47,385 shares; 2025Q1: 47,385 shares; 2025Q2: 48,325 shares; 2025Q3: 48,325 shares 48,325 $3.26M 0.1% 0 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: 8,466 shares; 2024Q4: 9,828 shares; 2025Q1: 10,962 shares; 2025Q2: 10,820 shares; 2025Q3: 10,096 shares 10,096 $3.18M 0.1% -724 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,522 shares; 2024Q4: 55,443 shares; 2025Q1: 51,953 shares; 2025Q2: 51,955 shares; 2025Q3: 51,971 shares 51,971 $3.11M 0.1% +16 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: 7,874 shares; 2024Q4: 8,861 shares; 2025Q1: 10,612 shares; 2025Q2: 11,663 shares; 2025Q3: 10,511 shares 10,511 $2.96M 0.09% -1,152 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: 14,783 shares; 2024Q4: 15,170 shares; 2025Q1: 16,802 shares; 2025Q2: 17,232 shares; 2025Q3: 15,844 shares 15,844 $2.94M 0.09% -1,388 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: 20,151 shares; 2024Q4: 20,151 shares; 2025Q1: 20,151 shares; 2025Q2: 20,151 shares; 2025Q3: 20,151 shares 20,151 $2.86M 0.09% 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: 19,192 shares; 2024Q4: 21,624 shares; 2025Q1: 21,318 shares; 2025Q2: 21,661 shares; 2025Q3: 21,179 shares 21,179 $2.84M 0.09% -482 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,768 shares; 2024Q4: 61,768 shares; 2025Q1: 61,768 shares; 2025Q2: 80,500 shares; 2025Q3: 80,500 shares 80,500 $2.81M 0.09% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,787 shares; 2024Q4: 4,788 shares; 2025Q1: 6,242 shares; 2025Q2: 6,280 shares; 2025Q3: 5,835 shares 5,835 $2.73M 0.09% -445 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,414 shares; 2024Q4: 31,745 shares; 2025Q1: 32,998 shares; 2025Q2: 34,167 shares; 2025Q3: 34,240 shares 34,240 $2.7M 0.08% +73 Timeline AVLC 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: 29,165 shares; 2024Q4: 29,165 shares; 2025Q1: 32,650 shares; 2025Q2: 34,155 shares; 2025Q3: 35,159 shares 35,159 $2.69M 0.08% +1,004 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: 2,754 shares; 2024Q4: 2,685 shares; 2025Q1: 5,467 shares; 2025Q2: 5,037 shares; 2025Q3: 4,598 shares 4,598 $2.62M 0.08% -439 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: 95,013 shares; 2024Q4: 97,981 shares; 2025Q1: 105,355 shares; 2025Q2: 101,401 shares; 2025Q3: 101,766 shares 101,766 $2.59M 0.08% +365 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,559 shares; 2024Q4: 35,559 shares; 2025Q1: 35,559 shares; 2025Q2: 35,559 shares; 2025Q3: 35,559 shares 35,559 $2.57M 0.08% 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: 6,406 shares; 2024Q4: 6,382 shares; 2025Q1: 6,382 shares; 2025Q2: 6,382 shares; 2025Q3: 6,382 shares 6,382 $2.57M 0.08% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,453 shares; 2024Q4: 45,453 shares; 2025Q1: 45,453 shares; 2025Q2: 28,061 shares; 2025Q3: 28,061 shares 28,061 $2.55M 0.08% 0 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: 37,963 shares; 2024Q4: 114,291 shares; 2025Q1: 132,809 shares; 2025Q2: 133,130 shares; 2025Q3: 94,243 shares 94,243 $2.48M 0.08% -38,887 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: 14,746 shares; 2024Q4: 14,888 shares; 2025Q1: 15,169 shares; 2025Q2: 15,631 shares; 2025Q3: 13,237 shares 13,237 $2.47M 0.08% -2,394 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: 12,647 shares; 2024Q4: 12,632 shares; 2025Q1: 12,726 shares; 2025Q2: 12,605 shares; 2025Q3: 11,789 shares 11,789 $2.46M 0.08% -816 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,680 shares; 2024Q4: 45,213 shares; 2025Q1: 45,473 shares; 2025Q2: 50,112 shares; 2025Q3: 49,276 shares 49,276 $2.38M 0.07% -836 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: 4,809 shares; 2024Q4: 5,093 shares; 2025Q1: 5,621 shares; 2025Q2: 5,875 shares; 2025Q3: 5,790 shares 5,790 $2.35M 0.07% -85 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,726 shares; 2024Q4: 12,726 shares; 2025Q1: 12,726 shares; 2025Q2: 12,546 shares; 2025Q3: 10,186 shares 10,186 $2.34M 0.07% -2,360 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: 18,988 shares; 2024Q4: 19,084 shares; 2025Q1: 20,780 shares; 2025Q2: 20,827 shares; 2025Q3: 19,053 shares 19,053 $2.26M 0.07% -1,774 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: 3,712 shares; 2024Q4: 4,253 shares; 2025Q1: 7,077 shares; 2025Q2: 6,948 shares; 2025Q3: 7,076 shares 7,076 $2.08M 0.07% +128 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: 1,260 shares; 2024Q4: 1,267 shares; 2025Q1: 1,305 shares; 2025Q2: 19,562 shares; 2025Q3: 19,174 shares 19,174 $2.07M 0.06% -388 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: 2,969 shares; 2024Q4: 3,004 shares; 2025Q1: 3,160 shares; 2025Q2: 2,883 shares; 2025Q3: 2,228 shares 2,228 $2.06M 0.06% -655 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: 7,178 shares; 2024Q4: 7,262 shares; 2025Q1: 6,926 shares; 2025Q2: 7,283 shares; 2025Q3: 7,281 shares 7,281 $2.05M 0.06% -2 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,587 shares; 2024Q4: 9,588 shares; 2025Q1: 9,599 shares; 2025Q2: 9,604 shares; 2025Q3: 9,604 shares 9,604 $2.03M 0.06% 0 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: 3,483 shares; 2024Q4: 3,133 shares; 2025Q1: 3,405 shares; 2025Q2: 3,457 shares; 2025Q3: 3,243 shares 3,243 $1.99M 0.06% -214 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,071 shares; 2024Q4: 22,970 shares; 2025Q1: 23,729 shares; 2025Q2: 25,479 shares; 2025Q3: 26,194 shares 26,194 $1.92M 0.06% +715 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: 11,084 shares; 2024Q4: 11,013 shares; 2025Q1: 10,458 shares; 2025Q2: 10,277 shares; 2025Q3: 8,832 shares 8,832 $1.91M 0.06% -1,445 Timeline 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: 4,606 shares; 2024Q4: 4,502 shares; 2025Q1: 4,672 shares; 2025Q2: 4,620 shares; 2025Q3: 2,838 shares 2,838 $1.9M 0.06% -1,782 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: 10,374 shares; 2024Q4: 10,998 shares; 2025Q1: 11,423 shares; 2025Q2: 11,428 shares; 2025Q3: 11,997 shares 11,997 $1.86M 0.06% +569 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: 4,901 shares; 2024Q4: 5,426 shares; 2025Q1: 6,520 shares; 2025Q2: 6,408 shares; 2025Q3: 5,338 shares 5,338 $1.82M 0.06% -1,070 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: not reported; 2025Q1: 23,835 shares; 2025Q2: 52,459 shares; 2025Q3: 16,752 shares 16,752 $1.69M 0.05% -35,707 Timeline AVSC 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: 29,295 shares; 2024Q4: 29,295 shares; 2025Q1: 29,295 shares; 2025Q2: 29,295 shares; 2025Q3: 29,295 shares 29,295 $1.68M 0.05% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,922 shares; 2024Q4: 54,922 shares; 2025Q1: 54,922 shares; 2025Q2: 41,922 shares; 2025Q3: 41,922 shares 41,922 $1.62M 0.05% 0 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: 8,064 shares; 2024Q4: 8,066 shares; 2025Q1: 8,083 shares; 2025Q2: 8,088 shares; 2025Q3: 8,086 shares 8,086 $1.62M 0.05% -2 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,777 shares; 2024Q4: 16,105 shares; 2025Q1: 16,105 shares; 2025Q2: 20,780 shares; 2025Q3: 22,642 shares 22,642 $1.62M 0.05% +1,862 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: 4,796 shares; 2024Q4: 4,817 shares; 2025Q1: 8,569 shares; 2025Q2: 12,288 shares; 2025Q3: 12,288 shares 12,288 $1.58M 0.05% 0 Timeline 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: 11,249 shares; 2024Q4: 13,737 shares; 2025Q1: 14,362 shares; 2025Q2: 14,376 shares; 2025Q3: 15,062 shares 15,062 $1.57M 0.05% +686 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: 1,478 shares; 2024Q4: 1,463 shares; 2025Q1: 1,868 shares; 2025Q2: 2,250 shares; 2025Q3: 2,085 shares 2,085 $1.56M 0.05% -165 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: 18,702 shares; 2024Q4: 20,421 shares; 2025Q1: 25,094 shares; 2025Q2: 24,479 shares; 2025Q3: 22,271 shares 22,271 $1.52M 0.05% -2,208 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.05% 0 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: 6,764 shares; 2024Q4: 8,492 shares; 2025Q1: 11,332 shares; 2025Q2: 7,357 shares; 2025Q3: 11,597 shares 11,597 $1.45M 0.05% +4,240 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: 1,207 shares; 2024Q4: 1,195 shares; 2025Q1: 1,270 shares; 2025Q2: 1,278 shares; 2025Q3: 1,198 shares 1,198 $1.44M 0.05% -80 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: 7,502 shares; 2024Q4: 7,785 shares; 2025Q1: 9,294 shares; 2025Q2: 8,744 shares; 2025Q3: 8,536 shares 8,536 $1.42M 0.04% -208 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: 13,186 shares; 2024Q4: 13,186 shares; 2025Q1: 13,221 shares; 2025Q2: 16,748 shares; 2025Q3: 13,118 shares 13,118 $1.4M 0.04% -3,630 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: 18,163 shares; 2024Q4: 18,163 shares; 2025Q1: 18,163 shares; 2025Q2: 18,163 shares; 2025Q3: 18,163 shares 18,163 $1.38M 0.04% 0 Timeline AVIE 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: 20,437 shares; 2024Q4: 20,437 shares; 2025Q1: 21,037 shares; 2025Q2: 21,437 shares; 2025Q3: 21,457 shares 21,457 $1.35M 0.04% +20 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: 3,265 shares; 2024Q4: 3,830 shares; 2025Q1: 4,615 shares; 2025Q2: 4,041 shares; 2025Q3: 4,027 shares 4,027 $1.34M 0.04% -14 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: 7,357 shares; 2025Q1: 7,750 shares; 2025Q2: 7,958 shares; 2025Q3: 7,317 shares 7,317 $1.33M 0.04% -641 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: 1,943 shares; 2024Q4: 2,455 shares; 2025Q1: 2,600 shares; 2025Q2: 2,788 shares; 2025Q3: 2,762 shares 2,762 $1.32M 0.04% -26 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: 74,495 shares; 2024Q4: 37,057 shares; 2025Q1: 47,823 shares; 2025Q2: 46,834 shares; 2025Q3: 41,669 shares 41,669 $1.31M 0.04% -5,165 Timeline IGSB 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: 19,849 shares; 2024Q4: 19,881 shares; 2025Q1: 19,929 shares; 2025Q2: 19,739 shares; 2025Q3: 24,037 shares 24,037 $1.27M 0.04% +4,298 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: 969 shares; 2024Q4: 1,003 shares; 2025Q1: 2,163 shares; 2025Q2: 2,163 shares; 2025Q3: 2,129 shares 2,129 $1.27M 0.04% -34 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,353 shares; 2024Q4: 6,943 shares; 2025Q1: 7,813 shares; 2025Q2: 8,050 shares; 2025Q3: 7,817 shares 7,817 $1.27M 0.04% -233 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,464 shares; 2025Q1: 4,120 shares; 2025Q2: 4,773 shares; 2025Q3: 4,301 shares 4,301 $1.26M 0.04% -472 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: 13,625 shares; 2024Q4: 14,889 shares; 2025Q1: 15,349 shares; 2025Q2: 15,101 shares; 2025Q3: 14,841 shares 14,841 $1.24M 0.04% -260 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: 14,952 shares; 2024Q4: 15,936 shares; 2025Q1: 16,154 shares; 2025Q2: 16,129 shares; 2025Q3: 16,332 shares 16,332 $1.23M 0.04% +203 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: 45,364 shares; 2024Q4: 36,579 shares; 2025Q1: 43,712 shares; 2025Q2: 45,818 shares; 2025Q3: 43,393 shares 43,393 $1.23M 0.04% -2,425 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: 1,540 shares; 2024Q4: 1,677 shares; 2025Q1: 1,488 shares; 2025Q2: 1,935 shares; 2025Q3: 4,909 shares 4,909 $1.21M 0.04% +2,974 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: 2,492 shares; 2024Q4: 2,622 shares; 2025Q1: 5,059 shares; 2025Q2: 4,997 shares; 2025Q3: 4,900 shares 4,900 $1.19M 0.04% -97 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,429 shares; 2024Q4: 45,720 shares; 2025Q1: 79,864 shares; 2025Q2: 79,868 shares; 2025Q3: 35,674 shares 35,674 $1.14M 0.04% -44,194 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: 10,101 shares; 2024Q4: 30,352 shares; 2025Q1: 44,221 shares; 2025Q2: 45,403 shares; 2025Q3: 44,252 shares 44,252 $1.14M 0.04% -1,151 Timeline Sandstorm Gold Ltd Sandstorm Gold Ltd More: the full row for Sandstorm Gold Ltd Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,142 shares; 2024Q4: 57,142 shares; 2025Q1: 57,142 shares; 2025Q2: 90,364 shares; 2025Q3: 90,364 shares 90,364 $1.13M 0.04% 0 OEF 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: 3,375 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares 3,375 $1.12M 0.04% 0 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: 5,088 shares; 2024Q4: 5,625 shares; 2025Q1: 5,536 shares; 2025Q2: 5,889 shares; 2025Q3: 4,712 shares 4,712 $1.12M 0.04% -1,177 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: 21,798 shares; 2024Q4: 27,749 shares; 2025Q1: 27,754 shares; 2025Q2: 14,244 shares; 2025Q3: 12,923 shares 12,923 $1.08M 0.03% -1,321 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,194 shares; 2024Q4: 12,174 shares; 2025Q1: 12,174 shares; 2025Q2: 12,126 shares; 2025Q3: 11,726 shares 11,726 $1.05M 0.03% -400 Timeline SF STIFEL FINL CORP More: the full row for STIFEL 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: not reported; 2025Q1: 9,200 shares; 2025Q2: 9,192 shares; 2025Q3: 9,205 shares 9,205 $1.04M 0.03% +13 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: 7,805 shares; 2024Q4: 7,805 shares; 2025Q1: 7,880 shares; 2025Q2: 7,888 shares; 2025Q3: 7,368 shares 7,368 $1.04M 0.03% -520 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: 11,908 shares; 2024Q4: 13,048 shares; 2025Q1: 16,464 shares; 2025Q2: 17,779 shares; 2025Q3: 15,597 shares 15,597 $1.03M 0.03% -2,182 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: 11,916 shares; 2024Q4: 11,620 shares; 2025Q1: 11,124 shares; 2025Q2: 15,958 shares; 2025Q3: 15,405 shares 15,405 $1.01M 0.03% -553 Timeline AVDS 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: 12,870 shares; 2024Q4: 12,870 shares; 2025Q1: 12,870 shares; 2025Q2: 13,870 shares; 2025Q3: 14,790 shares 14,790 $999K 0.03% +920 Timeline AVMC 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: 12,971 shares; 2024Q4: 12,971 shares; 2025Q1: 12,971 shares; 2025Q2: 14,171 shares; 2025Q3: 14,171 shares 14,171 $986K 0.03% 0 Timeline SMLF 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: 8,503 shares; 2024Q4: 9,548 shares; 2025Q1: 15,647 shares; 2025Q2: 13,113 shares; 2025Q3: 13,208 shares 13,208 $982K 0.03% +95 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: not reported; 2025Q1: not reported; 2025Q2: 12,287 shares; 2025Q3: 12,287 shares 12,287 $939K 0.03% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 3,415 shares; 2025Q1: 3,445 shares; 2025Q2: 3,264 shares; 2025Q3: 3,144 shares 3,144 $924K 0.03% -120 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,536 shares; 2024Q4: 26,936 shares; 2025Q1: 26,936 shares; 2025Q2: 26,936 shares; 2025Q3: 26,586 shares 26,586 $911K 0.03% -350 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: 4,401 shares; 2024Q4: 4,835 shares; 2025Q1: 5,390 shares; 2025Q2: 5,086 shares; 2025Q3: 5,250 shares 5,250 $878K 0.03% +164 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,034 shares; 2024Q4: 10,032 shares; 2025Q1: 10,037 shares; 2025Q2: 10,037 shares; 2025Q3: 8,942 shares 8,942 $851K 0.03% -1,095 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: 5,022 shares; 2024Q4: 5,134 shares; 2025Q1: 4,811 shares; 2025Q2: 4,666 shares; 2025Q3: 5,243 shares 5,243 $848K 0.03% +577 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: 2,805 shares; 2024Q4: 3,029 shares; 2025Q1: 3,072 shares; 2025Q2: 3,156 shares; 2025Q3: 3,002 shares 3,002 $847K 0.03% -154 Timeline IWP 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: 1,922 shares; 2024Q4: 1,820 shares; 2025Q1: 4,762 shares; 2025Q2: 6,809 shares; 2025Q3: 5,881 shares 5,881 $838K 0.03% -928 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: 16,135 shares; 2024Q4: 16,581 shares; 2025Q1: 16,742 shares; 2025Q2: 16,845 shares; 2025Q3: 16,660 shares 16,660 $824K 0.03% -185 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares 45,000 $821K 0.03% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95 shares; 2025Q2: 145 shares; 2025Q3: 149 shares 149 $804K 0.03% +4 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: 4,117 shares; 2024Q4: 4,185 shares; 2025Q1: 5,305 shares; 2025Q2: 5,250 shares; 2025Q3: 5,317 shares 5,317 $802K 0.03% +67 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: 2,262 shares; 2024Q4: 2,482 shares; 2025Q1: 2,469 shares; 2025Q2: 2,479 shares; 2025Q3: 2,478 shares 2,478 $798K 0.03% -1 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: 5,147 shares; 2024Q4: 4,922 shares; 2025Q1: 5,107 shares; 2025Q2: 5,098 shares; 2025Q3: 5,140 shares 5,140 $798K 0.03% +42 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,110 shares; 2024Q4: 35,538 shares; 2025Q1: 35,355 shares; 2025Q2: 35,359 shares; 2025Q3: 31,865 shares 31,865 $793K 0.02% -3,494 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: 8,014 shares; 2024Q4: 8,015 shares; 2025Q1: 8,032 shares; 2025Q2: 9,192 shares; 2025Q3: 9,334 shares 9,334 $779K 0.02% +142 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: 9,464 shares; 2024Q4: 9,514 shares; 2025Q1: 10,856 shares; 2025Q2: 9,663 shares; 2025Q3: 9,569 shares 9,569 $765K 0.02% -94 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: 1,009 shares; 2024Q4: 2,040 shares; 2025Q1: 3,319 shares; 2025Q2: 3,819 shares; 2025Q3: 3,722 shares 3,722 $758K 0.02% -97 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: 2,254 shares; 2024Q4: 2,726 shares; 2025Q1: 4,011 shares; 2025Q2: 4,966 shares; 2025Q3: 4,972 shares 4,972 $756K 0.02% +6 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: 966 shares; 2024Q4: 980 shares; 2025Q1: 998 shares; 2025Q2: 990 shares; 2025Q3: 971 shares 971 $750K 0.02% -19 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,337 shares; 2025Q3: 5,335 shares 5,335 $735K 0.02% -2 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,286 shares; 2024Q4: 11,128 shares; 2025Q1: 11,128 shares; 2025Q2: 11,208 shares; 2025Q3: 11,208 shares 11,208 $733K 0.02% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 2,008 shares; 2025Q1: 2,033 shares; 2025Q2: 2,609 shares; 2025Q3: 2,586 shares 2,586 $726K 0.02% -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: 1,158 shares; 2024Q4: 1,199 shares; 2025Q1: 1,512 shares; 2025Q2: 1,533 shares; 2025Q3: 1,525 shares 1,525 $724K 0.02% -8 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: 21,617 shares; 2024Q4: 21,727 shares; 2025Q1: 22,489 shares; 2025Q2: 21,648 shares; 2025Q3: 16,298 shares 16,298 $716K 0.02% -5,350 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: 6,171 shares; 2024Q4: 6,175 shares; 2025Q1: 6,385 shares; 2025Q2: 8,678 shares; 2025Q3: 10,867 shares 10,867 $706K 0.02% +2,189 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: 678 shares; 2024Q4: 672 shares; 2025Q1: 751 shares; 2025Q2: 906 shares; 2025Q3: 880 shares 880 $700K 0.02% -26 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: 5,904 shares; 2024Q4: 6,054 shares; 2025Q1: 6,346 shares; 2025Q2: 6,407 shares; 2025Q3: 6,307 shares 6,307 $700K 0.02% -100 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: 579 shares; 2024Q4: not reported; 2025Q1: 1,624 shares; 2025Q2: 1,642 shares; 2025Q3: 1,616 shares 1,616 $689K 0.02% -26 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: 6,483 shares; 2024Q4: 6,483 shares; 2025Q1: 6,483 shares; 2025Q2: 6,483 shares; 2025Q3: 5,689 shares 5,689 $687K 0.02% -794 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: not reported; 2024Q4: 1,292 shares; 2025Q1: 2,388 shares; 2025Q2: 2,452 shares; 2025Q3: 2,453 shares 2,453 $685K 0.02% +1 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 4,147 shares; 2025Q1: 3,756 shares; 2025Q2: 3,992 shares; 2025Q3: 3,722 shares 3,722 $684K 0.02% -270 Timeline OKLO OKLO INC More: the full row for OKLO 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: 6,016 shares; 2025Q3: 6,089 shares 6,089 $680K 0.02% +73 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: 870 shares; 2024Q4: 889 shares; 2025Q1: 899 shares; 2025Q2: 1,008 shares; 2025Q3: 994 shares 994 $679K 0.02% -14 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: 2,937 shares; 2024Q4: 4,295 shares; 2025Q1: 4,736 shares; 2025Q2: 5,486 shares; 2025Q3: 4,688 shares 4,688 $678K 0.02% -798 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,002 shares; 2024Q4: 25,296 shares; 2025Q1: 25,455 shares; 2025Q2: 25,526 shares; 2025Q3: 25,654 shares 25,654 $676K 0.02% +128 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,435 shares; 2024Q4: 22,303 shares; 2025Q1: 22,303 shares; 2025Q2: 41,126 shares; 2025Q3: 23,122 shares 23,122 $673K 0.02% -18,004 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 271,458 shares; 2025Q3: 271,456 shares 271,456 $668K 0.02% -2 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: 8,806 shares; 2024Q4: 9,411 shares; 2025Q1: 10,696 shares; 2025Q2: 10,805 shares; 2025Q3: 10,678 shares 10,678 $667K 0.02% -127 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: 3,711 shares; 2024Q4: 4,046 shares; 2025Q1: 3,652 shares; 2025Q2: 3,586 shares; 2025Q3: 3,352 shares 3,352 $665K 0.02% -234 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: 1,198 shares; 2024Q4: 1,221 shares; 2025Q1: 1,889 shares; 2025Q2: 2,491 shares; 2025Q3: 2,408 shares 2,408 $659K 0.02% -83 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: 1,506 shares; 2024Q4: 1,519 shares; 2025Q1: 1,408 shares; 2025Q2: 1,696 shares; 2025Q3: 1,760 shares 1,760 $659K 0.02% +64 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: 5,600 shares; 2024Q4: 5,665 shares; 2025Q1: 5,774 shares; 2025Q2: 5,793 shares; 2025Q3: 5,750 shares 5,750 $642K 0.02% -43 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: 6,084 shares; 2024Q4: 6,553 shares; 2025Q1: 8,148 shares; 2025Q2: 6,671 shares; 2025Q3: 5,557 shares 5,557 $636K 0.02% -1,114 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: 2,390 shares; 2024Q4: 2,602 shares; 2025Q1: 2,526 shares; 2025Q2: 2,802 shares; 2025Q3: 2,227 shares 2,227 $629K 0.02% -575 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,834 shares; 2024Q4: 34,335 shares; 2025Q1: 34,346 shares; 2025Q2: 34,336 shares; 2025Q3: 30,824 shares 30,824 $628K 0.02% -3,512 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: 16,828 shares; 2024Q4: 16,429 shares; 2025Q1: 14,779 shares; 2025Q2: 14,293 shares; 2025Q3: 14,223 shares 14,223 $618K 0.02% -70 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: 2,811 shares; 2024Q4: 2,838 shares; 2025Q1: 3,858 shares; 2025Q2: 2,897 shares; 2025Q3: 2,931 shares 2,931 $600K 0.02% +34 Timeline TLT 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: not reported; 2025Q3: 6,638 shares 6,638 $593K 0.02% new 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: 6,956 shares; 2024Q4: 7,657 shares; 2025Q1: 8,764 shares; 2025Q2: 8,964 shares; 2025Q3: 8,943 shares 8,943 $591K 0.02% -21 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: 2,815 shares; 2024Q4: 2,791 shares; 2025Q1: 2,846 shares; 2025Q2: not reported; 2025Q3: 7,439 shares 7,439 $583K 0.02% new 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: 6,277 shares; 2024Q4: 12,675 shares; 2025Q1: 12,675 shares; 2025Q2: 25,082 shares; 2025Q3: 24,919 shares 24,919 $580K 0.02% -163 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,764 shares; 2024Q4: 8,950 shares; 2025Q1: 9,191 shares; 2025Q2: 8,991 shares; 2025Q3: 6,788 shares 6,788 $557K 0.02% -2,203 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,023 shares; 2025Q1: 2,023 shares; 2025Q2: 2,023 shares; 2025Q3: 1,832 shares 1,832 $545K 0.02% -191 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,468 shares; 2024Q4: 9,616 shares; 2025Q1: 8,578 shares; 2025Q2: 7,872 shares; 2025Q3: 7,798 shares 7,798 $544K 0.02% -74 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: 7,483 shares; 2024Q4: not reported; 2025Q1: 7,504 shares; 2025Q2: 7,483 shares; 2025Q3: 7,483 shares 7,483 $535K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1,564 shares; 2025Q1: 1,575 shares; 2025Q2: 1,596 shares; 2025Q3: 1,616 shares 1,616 $522K 0.02% +20 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: 2,716 shares; 2024Q4: 2,738 shares; 2025Q1: 1,907 shares; 2025Q2: 1,906 shares; 2025Q3: 1,808 shares 1,808 $521K 0.02% -98 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: not reported; 2024Q4: not reported; 2025Q1: 4,589 shares; 2025Q2: 4,566 shares; 2025Q3: 4,566 shares 4,566 $520K 0.02% 0 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: 698 shares; 2024Q4: 530 shares; 2025Q1: 974 shares; 2025Q2: 929 shares; 2025Q3: 1,069 shares 1,069 $518K 0.02% +140 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD 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: 40,009 shares; 2025Q2: 50,009 shares; 2025Q3: 50,009 shares 50,009 $516K 0.02% 0 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: not reported; 2024Q4: 5,732 shares; 2025Q1: 11,791 shares; 2025Q2: 11,932 shares; 2025Q3: 12,067 shares 12,067 $516K 0.02% +135 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,938 shares; 2025Q1: 1,962 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares 1,960 $495K 0.02% 0 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: 1,303 shares; 2024Q4: 1,584 shares; 2025Q1: 1,608 shares; 2025Q2: 1,630 shares; 2025Q3: 1,642 shares 1,642 $493K 0.02% +12 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,085 shares; 2024Q4: 11,795 shares; 2025Q1: 11,800 shares; 2025Q2: 10,812 shares; 2025Q3: 10,931 shares 10,931 $493K 0.02% +119 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: 17,274 shares; 2024Q4: 17,581 shares; 2025Q1: 17,870 shares; 2025Q2: 18,104 shares; 2025Q3: 17,398 shares 17,398 $493K 0.02% -706 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: 1,726 shares; 2024Q4: 2,883 shares; 2025Q1: 1,726 shares; 2025Q2: 2,413 shares; 2025Q3: 2,263 shares 2,263 $488K 0.02% -150 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,415 shares; 2025Q1: 2,436 shares; 2025Q2: 2,452 shares; 2025Q3: 2,453 shares 2,453 $485K 0.02% +1 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: 921 shares; 2024Q4: 899 shares; 2025Q1: 897 shares; 2025Q2: 880 shares; 2025Q3: 859 shares 859 $483K 0.02% -21 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: 6,907 shares; 2024Q4: 6,998 shares; 2025Q1: 7,156 shares; 2025Q2: 7,183 shares; 2025Q3: 7,122 shares 7,122 $482K 0.02% -61 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,048 shares; 2024Q4: 4,082 shares; 2025Q1: 4,152 shares; 2025Q2: 4,167 shares; 2025Q3: 4,163 shares 4,163 $477K 0.01% -4 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: 2,139 shares; 2024Q4: 2,139 shares; 2025Q1: 2,234 shares; 2025Q2: 2,295 shares; 2025Q3: 2,244 shares 2,244 $472K 0.01% -51 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: 1,688 shares; 2024Q4: 1,737 shares; 2025Q1: 2,311 shares; 2025Q2: 2,631 shares; 2025Q3: 2,404 shares 2,404 $463K 0.01% -227 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP 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: 5,910 shares; 2025Q2: 5,979 shares; 2025Q3: 5,922 shares 5,922 $461K 0.01% -57 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: not reported; 2025Q1: 3,941 shares; 2025Q2: 5,558 shares; 2025Q3: 5,592 shares 5,592 $460K 0.01% +34 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,177 shares; 2025Q1: 981 shares; 2025Q2: 985 shares; 2025Q3: 988 shares 988 $458K 0.01% +3 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: 2,414 shares; 2024Q4: 2,557 shares; 2025Q1: 2,762 shares; 2025Q2: 2,802 shares; 2025Q3: 2,858 shares 2,858 $454K 0.01% +56 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: 4,363 shares; 2025Q1: 8,133 shares; 2025Q2: 8,138 shares; 2025Q3: 8,138 shares 8,138 $452K 0.01% 0 Timeline IWV 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: 1,042 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,187 shares; 2025Q3: 1,187 shares 1,187 $450K 0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,851 shares; 2024Q4: 14,561 shares; 2025Q1: 17,098 shares; 2025Q2: 17,106 shares; 2025Q3: 15,070 shares 15,070 $447K 0.01% -2,036 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: 2,037 shares; 2024Q4: not reported; 2025Q1: 2,423 shares; 2025Q2: 2,272 shares; 2025Q3: 2,645 shares 2,645 $443K 0.01% +373 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: 1,711 shares; 2024Q4: 2,005 shares; 2025Q1: 2,383 shares; 2025Q2: 2,050 shares; 2025Q3: 1,756 shares 1,756 $441K 0.01% -294 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,584 shares; 2024Q4: 87,584 shares; 2025Q1: 89,676 shares; 2025Q2: 89,500 shares; 2025Q3: 89,500 shares 89,500 $437K 0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,034 shares; 2024Q4: 12,893 shares; 2025Q1: 12,216 shares; 2025Q2: 12,462 shares; 2025Q3: 11,884 shares 11,884 $424K 0.01% -578 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 3,963 shares; 2025Q1: 4,552 shares; 2025Q2: 4,557 shares; 2025Q3: 4,056 shares 4,056 $424K 0.01% -501 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: 4,817 shares; 2024Q4: 4,817 shares; 2025Q1: 4,835 shares; 2025Q2: 4,831 shares; 2025Q3: 4,386 shares 4,386 $423K 0.01% -445 Timeline AVSD 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: 5,840 shares; 2024Q4: 5,840 shares; 2025Q1: 5,840 shares; 2025Q2: 5,840 shares; 2025Q3: 5,840 shares 5,840 $418K 0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,605 shares; 2025Q2: 8,603 shares; 2025Q3: 9,168 shares 9,168 $414K 0.01% +565 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: 3,909 shares; 2024Q4: 3,800 shares; 2025Q1: 3,996 shares; 2025Q2: 4,370 shares; 2025Q3: 4,355 shares 4,355 $413K 0.01% -15 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 5,096 shares; 2025Q1: 5,151 shares; 2025Q2: 10,405 shares; 2025Q3: 8,315 shares 8,315 $408K 0.01% -2,090 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: not reported; 2025Q2: not reported; 2025Q3: 564 shares 564 $405K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,283 shares; 2025Q1: 1,314 shares; 2025Q2: not reported; 2025Q3: 1,287 shares 1,287 $402K 0.01% new 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: 949 shares; 2025Q1: not reported; 2025Q2: 1,214 shares; 2025Q3: 1,187 shares 1,187 $401K 0.01% -27 Timeline AVMV 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: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 5,810 shares; 2025Q3: 5,810 shares 5,810 $400K 0.01% 0 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: 1,218 shares; 2024Q4: 1,301 shares; 2025Q1: 1,749 shares; 2025Q2: 1,799 shares; 2025Q3: 1,620 shares 1,620 $400K 0.01% -179 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: 9,544 shares; 2024Q4: 9,544 shares; 2025Q1: 9,544 shares; 2025Q2: 9,544 shares; 2025Q3: 9,344 shares 9,344 $396K 0.01% -200 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: 296 shares; 2024Q4: 308 shares; 2025Q1: 325 shares; 2025Q2: 459 shares; 2025Q3: 429 shares 429 $395K 0.01% -30 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: 925 shares; 2024Q4: 921 shares; 2025Q1: 889 shares; 2025Q2: 912 shares; 2025Q3: 789 shares 789 $394K 0.01% -123 Timeline VTWV 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: 4,615 shares; 2024Q4: 4,507 shares; 2025Q1: 4,316 shares; 2025Q2: 4,318 shares; 2025Q3: 2,507 shares 2,507 $391K 0.01% -1,811 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: not reported; 2025Q1: 3,747 shares; 2025Q2: 4,741 shares; 2025Q3: 3,962 shares 3,962 $388K 0.01% -779 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: 2,863 shares; 2024Q4: 3,192 shares; 2025Q1: 3,093 shares; 2025Q2: 3,506 shares; 2025Q3: 2,853 shares 2,853 $388K 0.01% -653 Timeline DUHP 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: 7,253 shares; 2024Q4: 8,713 shares; 2025Q1: 10,200 shares; 2025Q2: 10,234 shares; 2025Q3: 10,263 shares 10,263 $388K 0.01% +29 Timeline AVSU 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: 5,250 shares; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares 5,250 $386K 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: 1,236 shares; 2025Q1: 1,361 shares; 2025Q2: 1,378 shares; 2025Q3: 1,368 shares 1,368 $382K 0.01% -10 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: 144 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 89 shares; 2025Q3: 89 shares 89 $382K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 4,040 shares; 2025Q1: 4,069 shares; 2025Q2: 4,123 shares; 2025Q3: 4,185 shares 4,185 $377K 0.01% +62 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: 11,291 shares; 2024Q4: 12,505 shares; 2025Q1: 11,550 shares; 2025Q2: 11,562 shares; 2025Q3: 10,781 shares 10,781 $372K 0.01% -781 Timeline AVSE 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: 5,755 shares; 2024Q4: 5,755 shares; 2025Q1: 5,755 shares; 2025Q2: 5,755 shares; 2025Q3: 5,755 shares 5,755 $366K 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: 1,480 shares; 2024Q4: 1,531 shares; 2025Q1: 1,941 shares; 2025Q2: 1,524 shares; 2025Q3: 1,548 shares 1,548 $365K 0.01% +24 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: 318 shares; 2024Q4: 319 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 338 shares 338 $365K 0.01% -15 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,049 shares; 2025Q1: 1,054 shares; 2025Q2: 1,045 shares; 2025Q3: 1,043 shares 1,043 $365K 0.01% -2 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN 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: 16,807 shares; 2025Q2: 16,807 shares; 2025Q3: 23,807 shares 23,807 $360K 0.01% +7,000 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: not reported; 2025Q1: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 10,786 shares 10,786 $360K 0.01% +536 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: 3,914 shares; 2024Q4: 4,018 shares; 2025Q1: 4,574 shares; 2025Q2: 4,216 shares; 2025Q3: 3,764 shares 3,764 $356K 0.01% -452 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: 14,970 shares; 2024Q4: 15,006 shares; 2025Q1: 11,197 shares; 2025Q2: 11,234 shares; 2025Q3: 11,272 shares 11,272 $352K 0.01% +38 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,681 shares; 2024Q4: 2,664 shares; 2025Q1: 2,114 shares; 2025Q2: 2,142 shares; 2025Q3: 2,129 shares 2,129 $334K 0.01% -13 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,941 shares; 2024Q4: 7,950 shares; 2025Q1: 8,050 shares; 2025Q2: 8,086 shares; 2025Q3: 8,080 shares 8,080 $334K 0.01% -6 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: 1,117 shares; 2025Q1: 1,572 shares; 2025Q2: 1,684 shares; 2025Q3: 1,508 shares 1,508 $333K 0.01% -176 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: 2,695 shares; 2024Q4: 2,600 shares; 2025Q1: 2,520 shares; 2025Q2: 2,323 shares; 2025Q3: 1,906 shares 1,906 $333K 0.01% -417 Timeline IWD 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: 2,818 shares; 2024Q4: 2,818 shares; 2025Q1: 2,843 shares; 2025Q2: 2,818 shares; 2025Q3: 1,632 shares 1,632 $332K 0.01% -1,186 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: 1,718 shares; 2024Q4: 1,991 shares; 2025Q1: 2,030 shares; 2025Q2: 2,041 shares; 2025Q3: 1,951 shares 1,951 $331K 0.01% -90 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: not reported; 2025Q1: not reported; 2025Q2: 2,569 shares; 2025Q3: 2,467 shares 2,467 $330K 0.01% -102 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: 945 shares; 2025Q1: 1,022 shares; 2025Q2: 1,044 shares; 2025Q3: 1,020 shares 1,020 $330K 0.01% -24 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: 530 shares; 2025Q1: 897 shares; 2025Q2: 792 shares; 2025Q3: 712 shares 712 $326K 0.01% -80 Timeline BLACKROCK N Y MUN INCOME TRU BLACKROCK N Y MUN INCOME TRU More: the full row for BLACKROCK N Y MUN INCOME TRU 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: 32,122 shares; 2025Q2: 32,122 shares; 2025Q3: 32,122 shares 32,122 $325K 0.01% 0 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: 1,578 shares; 2024Q4: 1,663 shares; 2025Q1: 1,811 shares; 2025Q2: 1,857 shares; 2025Q3: 1,890 shares 1,890 $323K 0.01% +33 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: not reported; 2024Q4: not reported; 2025Q1: 1,248 shares; 2025Q2: 850 shares; 2025Q3: 907 shares 907 $322K 0.01% +57 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: 1,166 shares; 2024Q4: 1,195 shares; 2025Q1: 1,228 shares; 2025Q2: 1,232 shares; 2025Q3: 1,229 shares 1,229 $320K 0.01% -3 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP 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: 5,025 shares; 2025Q2: 5,025 shares; 2025Q3: 5,025 shares 5,025 $320K 0.01% 0 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: 736 shares; 2024Q4: 941 shares; 2025Q1: 906 shares; 2025Q2: 1,228 shares; 2025Q3: 862 shares 862 $319K 0.01% -366 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,679 shares 2,679 $317K 0.01% new 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: not reported; 2025Q1: 3,139 shares; 2025Q2: 3,211 shares; 2025Q3: 3,108 shares 3,108 $315K 0.01% -103 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,861 shares 7,861 $315K 0.01% new 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: 247 shares; 2025Q1: 255 shares; 2025Q2: 330 shares; 2025Q3: 267 shares 267 $311K 0.01% -63 Timeline RMI RIVERNORTH OPPORTUNISTIC MUN More: the full row for RIVERNORTH OPPORTUNISTIC MUN 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: 21,069 shares 21,069 $308K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,819 shares; 2025Q2: 2,864 shares; 2025Q3: 2,821 shares 2,821 $307K 0.01% -43 Timeline EXI 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: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares 1,760 $304K 0.01% 0 Timeline MGV 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: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares 2,202 $303K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,073 shares 1,073 $302K 0.01% new 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: 368 shares; 2024Q4: 381 shares; 2025Q1: 547 shares; 2025Q2: 358 shares; 2025Q3: 309 shares 309 $295K 0.01% -49 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: 2,658 shares; 2024Q4: 2,803 shares; 2025Q1: 3,046 shares; 2025Q2: 3,125 shares; 2025Q3: 3,020 shares 3,020 $295K 0.01% -105 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: 396 shares; 2024Q4: 635 shares; 2025Q1: 590 shares; 2025Q2: 680 shares; 2025Q3: 605 shares 605 $294K 0.01% -75 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: 4,904 shares; 2025Q1: 6,672 shares; 2025Q2: 5,924 shares; 2025Q3: 6,009 shares 6,009 $290K 0.01% +85 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: 1,326 shares; 2024Q4: 1,440 shares; 2025Q1: 1,499 shares; 2025Q2: 1,371 shares; 2025Q3: 1,532 shares 1,532 $287K 0.01% +161 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 1,098 shares; 2025Q1: 1,183 shares; 2025Q2: 1,350 shares; 2025Q3: 1,099 shares 1,099 $287K 0.01% -251 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 202 shares; 2025Q1: 212 shares; 2025Q2: 217 shares; 2025Q3: 217 shares 217 $286K 0.01% 0 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: 2,594 shares; 2024Q4: not reported; 2025Q1: 3,298 shares; 2025Q2: 3,247 shares; 2025Q3: 3,047 shares 3,047 $285K 0.01% -200 Timeline BSVO 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: 12,785 shares; 2024Q4: 12,785 shares; 2025Q1: 12,785 shares; 2025Q2: 12,544 shares; 2025Q3: 12,544 shares 12,544 $284K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,314 shares 8,314 $279K 0.01% new 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: not reported; 2024Q4: 2,693 shares; 2025Q1: 2,693 shares; 2025Q2: 2,693 shares; 2025Q3: 2,693 shares 2,693 $278K 0.01% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,076 shares; 2025Q2: 20,076 shares; 2025Q3: 20,076 shares 20,076 $275K 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,912 shares; 2025Q1: 1,923 shares; 2025Q2: 1,937 shares; 2025Q3: 1,949 shares 1,949 $273K 0.01% +12 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: 2,022 shares; 2024Q4: 2,282 shares; 2025Q1: 2,376 shares; 2025Q2: 2,371 shares; 2025Q3: 2,189 shares 2,189 $272K 0.01% -182 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,838 shares; 2024Q4: 12,838 shares; 2025Q1: 12,492 shares; 2025Q2: 9,893 shares; 2025Q3: 3,023 shares 3,023 $270K 0.01% -6,870 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 637 shares; 2025Q1: 660 shares; 2025Q2: 633 shares; 2025Q3: 638 shares 638 $269K 0.01% +5 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: 2,509 shares; 2024Q4: 2,517 shares; 2025Q1: 2,567 shares; 2025Q2: 2,581 shares; 2025Q3: 2,594 shares 2,594 $269K 0.01% +13 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,131 shares; 2025Q1: 3,843 shares; 2025Q2: 3,839 shares; 2025Q3: 3,522 shares 3,522 $264K 0.01% -317 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: 404 shares; 2024Q4: not reported; 2025Q1: 440 shares; 2025Q2: 422 shares; 2025Q3: 429 shares 429 $261K 0.01% +7 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 498 shares; 2025Q1: 516 shares; 2025Q2: 530 shares; 2025Q3: 529 shares 529 $261K 0.01% -1 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL 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: 2,209 shares; 2025Q2: 1,993 shares; 2025Q3: 1,994 shares 1,994 $260K 0.01% +1 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 617 shares; 2025Q1: 550 shares; 2025Q2: 589 shares; 2025Q3: 506 shares 506 $252K 0.01% -83 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,240 shares; 2024Q4: 13,359 shares; 2025Q1: 13,345 shares; 2025Q2: 13,311 shares; 2025Q3: 13,192 shares 13,192 $251K 0.01% -119 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: not reported; 2025Q1: not reported; 2025Q2: 829 shares; 2025Q3: 917 shares 917 $248K 0.01% +88 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,181 shares; 2025Q2: 5,133 shares; 2025Q3: 4,343 shares 4,343 $247K 0.01% -790 Timeline AVXC 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: 4,075 shares; 2024Q4: 4,075 shares; 2025Q1: not reported; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares 4,075 $244K 0.01% 0 Timeline AVMA 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: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares 3,750 $244K 0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,236 shares; 2024Q4: 8,247 shares; 2025Q1: 8,285 shares; 2025Q2: 8,283 shares; 2025Q3: 6,046 shares 6,046 $244K 0.01% -2,237 Timeline ETHU VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: not reported; 2025Q3: 1,875 shares 1,875 $243K 0.01% new 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: 680 shares; 2025Q1: not reported; 2025Q2: 711 shares; 2025Q3: 682 shares 682 $240K 0.01% -29 Timeline AVGB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,655 shares 4,655 $239K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 1,278 shares; 2025Q3: 1,122 shares 1,122 $239K 0.01% -156 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD 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: not reported; 2025Q2: 10,000 shares; 2025Q3: 23,900 shares 23,900 $238K 0.01% +13,900 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,049 shares; 2025Q2: 1,035 shares; 2025Q3: 983 shares 983 $235K 0.01% -52 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY 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: 20,000 shares 20,000 $232K 0.01% new 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: 1,920 shares; 2024Q4: not reported; 2025Q1: 1,856 shares; 2025Q2: 1,875 shares; 2025Q3: 1,865 shares 1,865 $231K 0.01% -10 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: 631 shares; 2024Q4: 576 shares; 2025Q1: 997 shares; 2025Q2: 755 shares; 2025Q3: 652 shares 652 $230K 0.01% -103 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,326 shares; 2025Q2: 11,159 shares; 2025Q3: 11,159 shares 11,159 $228K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 721 shares; 2025Q3: 692 shares 692 $228K 0.01% -29 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: not reported; 2025Q1: not reported; 2025Q2: 894 shares; 2025Q3: 664 shares 664 $226K 0.01% -230 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,638 shares; 2025Q3: 24,949 shares 24,949 $226K 0.01% +311 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS 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: 12,295 shares 12,295 $225K 0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,195 shares; 2025Q2: 1,188 shares; 2025Q3: 1,047 shares 1,047 $224K 0.01% -141 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,522 shares; 2025Q1: 1,587 shares; 2025Q2: 1,607 shares; 2025Q3: 1,596 shares 1,596 $224K 0.01% -11 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY 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: 10,000 shares; 2025Q2: not reported; 2025Q3: 20,000 shares 20,000 $222K 0.01% new Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI 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: 16,812 shares; 2025Q2: 16,812 shares; 2025Q3: 16,812 shares 16,812 $219K 0.01% 0 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: 2,893 shares; 2025Q1: 3,150 shares; 2025Q2: 3,236 shares; 2025Q3: 2,297 shares 2,297 $219K 0.01% -939 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,498 shares 1,498 $218K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 1,517 shares 1,517 $217K 0.01% new Timeline IWO 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: 1,956 shares; 2024Q4: 2,033 shares; 2025Q1: 1,956 shares; 2025Q2: 1,953 shares; 2025Q3: 677 shares 677 $217K 0.01% -1,276 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 421 shares; 2025Q1: 441 shares; 2025Q2: 452 shares; 2025Q3: 440 shares 440 $216K 0.01% -12 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES 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: 3,430 shares; 2025Q3: 3,430 shares 3,430 $216K 0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 314 shares; 2025Q3: 299 shares 299 $215K 0.01% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,729 shares 1,729 $214K 0.01% new Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL 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: not reported; 2025Q1: not reported; 2025Q2: 5,324 shares; 2025Q3: 7,124 shares 7,124 $214K 0.01% +1,800 Timeline AVUQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,595 shares 3,595 $213K 0.01% new Timeline BLACKROCK MUNIVEST FUND II BLACKROCK MUNIVEST FUND II More: the full row for BLACKROCK MUNIVEST FUND 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: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $213K 0.01% 0 CMI CUMMINS INC More: the full row for CUMMINS 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: 503 shares 503 $212K 0.01% new 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: not reported; 2025Q1: 1,546 shares; 2025Q2: 1,430 shares; 2025Q3: 1,096 shares 1,096 $211K 0.01% -334 Timeline HUT HUT 8 CORP More: the full row for HUT 8 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: 6,000 shares 6,000 $209K 0.01% new 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: 13,619 shares; 2024Q4: 16,680 shares; 2025Q1: 15,104 shares; 2025Q2: 17,080 shares; 2025Q3: 17,159 shares 17,159 $205K 0.01% +79 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,437 shares 1,437 $205K 0.01% new Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES 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: not reported; 2025Q2: not reported; 2025Q3: 4,669 shares 4,669 $204K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 443 shares 443 $203K 0.01% new Timeline CEV EATON VANCE CALIF MUN INCOM More: the full row for EATON VANCE CALIF MUN INCOM 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: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $202K 0.01% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares 22,000 $200K 0.01% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,078 shares; 2025Q1: 26,922 shares; 2025Q2: 26,078 shares; 2025Q3: 32,178 shares 32,178 $173K 0.01% +6,100 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK 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: 11,100 shares; 2025Q3: 11,100 shares 11,100 $161K 0.01% 0 Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 20,000 shares; 2025Q1: 22,500 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares 35,000 $141K <0.01% 0 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN 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: 10,000 shares; 2025Q3: 10,000 shares 10,000 $118K <0.01% 0 Timeline DMB BNY MELLON MUN BD INFRASTRUC More: the full row for BNY MELLON MUN BD INFRASTRUC 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: 10,000 shares; 2025Q3: 10,000 shares 10,000 $107K <0.01% 0 Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $96K <0.01% 0 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $95K <0.01% 0 Timeline EARN ELLINGTON CREDIT COMPANY More: the full row for ELLINGTON CREDIT COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,110 shares; 2025Q1: 15,110 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $81.8K <0.01% 0 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E 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: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $67K <0.01% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY 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: 10,000 shares 10,000 $53K <0.01% new Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES 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: 10,000 shares 10,000 $46.7K <0.01% new Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL 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: 11,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares 15,500 $46.5K <0.01% 0 Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,230 shares; 2024Q4: 10,010 shares; 2025Q1: 10,010 shares; 2025Q2: 10,010 shares; 2025Q3: 10,010 shares 10,010 $42K <0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM 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: 10,000 shares 10,000 $8.92K <0.01% new Timeline GORO GOLD RESOURCE CORP More: the full row for GOLD RESOURCE 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: 20,000 shares 20,000 $6.88K <0.01% new Timeline