SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792,243 shares; 2024Q4: 883,650 shares; 2025Q1: 942,321 shares; 2025Q2: 977,210 shares; 2025Q3: 1,034,703 shares; 2025Q4: 1,095,116 shares 1,095,116 $747M 11.03% +60,413 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,913,052 shares; 2024Q4: 5,678,998 shares; 2025Q1: 6,379,376 shares; 2025Q2: 6,753,466 shares; 2025Q3: 7,276,843 shares; 2025Q4: 7,953,607 shares 7,953,607 $589M 8.7% +676,764 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,039,873 shares; 2024Q4: 3,329,529 shares; 2025Q1: 3,572,104 shares; 2025Q2: 4,163,067 shares; 2025Q3: 4,361,062 shares; 2025Q4: 4,596,456 shares 4,596,456 $411M 6.07% +235,394 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,558,354 shares; 2024Q4: 4,016,863 shares; 2025Q1: 4,269,836 shares; 2025Q2: 4,601,657 shares; 2025Q3: 4,959,303 shares; 2025Q4: 5,330,417 shares 5,330,417 $317M 4.69% +371,114 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,538,503 shares; 2024Q4: 4,103,950 shares; 2025Q1: 4,560,582 shares; 2025Q2: 4,806,043 shares; 2025Q3: 5,173,614 shares; 2025Q4: 5,635,531 shares 5,635,531 $298M 4.4% +461,917 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,628,551 shares; 2024Q4: 5,461,842 shares; 2025Q1: 6,129,103 shares; 2025Q2: 6,365,367 shares; 2025Q3: 6,927,240 shares; 2025Q4: 7,550,120 shares 7,550,120 $287M 4.24% +622,880 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368,193 shares; 2024Q4: 2,571,156 shares; 2025Q1: 2,658,922 shares; 2025Q2: 2,788,890 shares; 2025Q3: 2,946,324 shares; 2025Q4: 3,104,414 shares 3,104,414 $216M 3.19% +158,090 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659,864 shares; 2024Q4: 1,759,601 shares; 2025Q1: 1,825,973 shares; 2025Q2: 1,876,350 shares; 2025Q3: 1,985,217 shares; 2025Q4: 2,114,060 shares 2,114,060 $187M 2.76% +128,843 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,619,158 shares; 2024Q4: 4,514,586 shares; 2025Q1: 4,338,921 shares; 2025Q2: 4,341,699 shares; 2025Q3: 4,304,087 shares; 2025Q4: 4,249,910 shares 4,249,910 $168M 2.49% -54,177 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367,583 shares; 2024Q4: 1,516,182 shares; 2025Q1: 1,616,905 shares; 2025Q2: 1,623,192 shares; 2025Q3: 1,669,183 shares; 2025Q4: 1,712,037 shares 1,712,037 $161M 2.38% +42,854 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,988,104 shares; 2024Q4: 2,115,303 shares; 2025Q1: 2,032,839 shares; 2025Q2: 2,107,446 shares; 2025Q3: 2,162,432 shares; 2025Q4: 2,180,949 shares 2,180,949 $161M 2.37% +18,517 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,602,655 shares; 2024Q4: 1,841,954 shares; 2025Q1: 2,024,208 shares; 2025Q2: 2,147,713 shares; 2025Q3: 2,336,312 shares; 2025Q4: 2,553,103 shares 2,553,103 $150M 2.21% +216,791 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637,227 shares; 2024Q4: 1,788,851 shares; 2025Q1: 1,899,361 shares; 2025Q2: 1,952,602 shares; 2025Q3: 2,049,457 shares; 2025Q4: 2,140,794 shares 2,140,794 $133M 1.96% +91,337 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726,205 shares; 2024Q4: 1,876,299 shares; 2025Q1: 2,013,453 shares; 2025Q2: 2,086,225 shares; 2025Q3: 2,191,550 shares; 2025Q4: 2,319,494 shares 2,319,494 $125M 1.84% +127,944 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,367 shares; 2024Q4: 39,219 shares; 2025Q1: 59,106 shares; 2025Q2: 174,334 shares; 2025Q3: 177,575 shares; 2025Q4: 181,961 shares 181,961 $125M 1.84% +4,386 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768,230 shares; 2024Q4: 2,981,741 shares; 2025Q1: 2,905,093 shares; 2025Q2: 2,905,237 shares; 2025Q3: 2,980,742 shares; 2025Q4: 2,997,998 shares 2,997,998 $114M 1.69% +17,256 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666,055 shares; 2024Q4: 1,603,858 shares; 2025Q1: 1,488,918 shares; 2025Q2: 1,495,289 shares; 2025Q3: 1,497,427 shares; 2025Q4: 1,491,096 shares 1,491,096 $113M 1.67% -6,331 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496,240 shares; 2024Q4: 1,482,570 shares; 2025Q1: 1,404,527 shares; 2025Q2: 1,381,984 shares; 2025Q3: 1,357,553 shares; 2025Q4: 1,326,250 shares 1,326,250 $102M 1.51% -31,303 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,476 shares; 2024Q4: 102,510 shares; 2025Q1: 119,108 shares; 2025Q2: 150,757 shares; 2025Q3: 155,299 shares; 2025Q4: 161,991 shares 161,991 $102M 1.5% +6,692 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $100M 1.48% new Amount filed as zero, left out of ratios. Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474,851 shares; 2024Q4: 1,635,467 shares; 2025Q1: 1,631,702 shares; 2025Q2: 1,568,128 shares; 2025Q3: 1,560,969 shares; 2025Q4: 1,544,139 shares 1,544,139 $96.5M 1.42% -16,830 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,060 shares; 2024Q4: 172,210 shares; 2025Q1: 177,153 shares; 2025Q2: 279,045 shares; 2025Q3: 283,554 shares; 2025Q4: 292,326 shares 292,326 $79.5M 1.17% +8,772 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879,385 shares; 2024Q4: 963,744 shares; 2025Q1: 969,890 shares; 2025Q2: 989,643 shares; 2025Q3: 1,085,922 shares; 2025Q4: 1,143,541 shares 1,143,541 $55.3M 0.82% +57,619 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,714 shares; 2024Q4: 11,295 shares; 2025Q1: 2,008,177 shares; 2025Q2: 2,003,299 shares; 2025Q3: 1,960,206 shares; 2025Q4: 1,975,566 shares 1,975,566 $53.2M 0.79% +15,360 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 685,566 shares; 2025Q2: 676,057 shares; 2025Q3: 654,990 shares; 2025Q4: 661,354 shares 661,354 $49.5M 0.73% +6,364 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,925 shares; 2024Q4: 117,860 shares; 2025Q1: 113,694 shares; 2025Q2: 142,991 shares; 2025Q3: 145,864 shares; 2025Q4: 146,422 shares 146,422 $49.1M 0.73% +558 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,934 shares; 2024Q4: 325,902 shares; 2025Q1: 336,637 shares; 2025Q2: 332,873 shares; 2025Q3: 331,080 shares; 2025Q4: 326,490 shares 326,490 $48.5M 0.72% -4,590 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835,535 shares; 2024Q4: 913,919 shares; 2025Q1: 913,267 shares; 2025Q2: 916,731 shares; 2025Q3: 977,662 shares; 2025Q4: 997,489 shares 997,489 $42.5M 0.63% +19,827 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 282,438 shares; 2025Q2: 283,770 shares; 2025Q3: 293,161 shares; 2025Q4: 296,940 shares 296,940 $41.9M 0.62% +3,779 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,954 shares; 2024Q4: 125,759 shares; 2025Q1: 126,637 shares; 2025Q2: 129,189 shares; 2025Q3: 128,664 shares; 2025Q4: 129,331 shares 129,331 $40.7M 0.6% +667 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,352 shares; 2024Q4: 406,798 shares; 2025Q1: 431,610 shares; 2025Q2: 442,791 shares; 2025Q3: 473,679 shares; 2025Q4: 504,692 shares 504,692 $40.7M 0.6% +31,013 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,507 shares; 2024Q4: 1,372,202 shares; 2025Q1: 1,318,150 shares; 2025Q2: 1,328,471 shares; 2025Q3: 1,366,373 shares; 2025Q4: 1,420,298 shares 1,420,298 $37.6M 0.56% +53,925 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,713 shares; 2024Q4: 49,514 shares; 2025Q1: 56,916 shares; 2025Q2: 79,789 shares; 2025Q3: 80,016 shares; 2025Q4: 77,205 shares 77,205 $37.3M 0.55% -2,811 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,711 shares; 2024Q4: 5,077 shares; 2025Q1: 78,931 shares; 2025Q2: 80,124 shares; 2025Q3: 75,444 shares; 2025Q4: 75,837 shares 75,837 $37M 0.55% +393 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,588 shares; 2024Q4: 226,285 shares; 2025Q1: 232,407 shares; 2025Q2: 509,251 shares; 2025Q3: 514,723 shares; 2025Q4: 522,494 shares 522,494 $35.1M 0.52% +7,771 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,862 shares; 2024Q4: 93,673 shares; 2025Q1: 88,442 shares; 2025Q2: 496,179 shares; 2025Q3: 503,196 shares; 2025Q4: 519,658 shares 519,658 $34.3M 0.51% +16,462 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,087 shares; 2024Q4: 102,445 shares; 2025Q1: 109,738 shares; 2025Q2: 137,238 shares; 2025Q3: 168,711 shares; 2025Q4: 183,423 shares 183,423 $34.2M 0.51% +14,712 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,793 shares; 2024Q4: 448,426 shares; 2025Q1: 486,290 shares; 2025Q2: 512,987 shares; 2025Q3: 541,836 shares; 2025Q4: 573,108 shares 573,108 $33.2M 0.49% +31,272 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,478 shares; 2024Q4: 125,064 shares; 2025Q1: 140,561 shares; 2025Q2: 159,645 shares; 2025Q3: 159,969 shares; 2025Q4: 165,510 shares 165,510 $32.9M 0.49% +5,541 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,942 shares; 2024Q4: 95,228 shares; 2025Q1: 102,460 shares; 2025Q2: 124,643 shares; 2025Q3: 126,289 shares; 2025Q4: 126,419 shares 126,419 $32.6M 0.48% +130 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,102 shares; 2024Q4: 618,880 shares; 2025Q1: 614,140 shares; 2025Q2: 617,177 shares; 2025Q3: 613,387 shares; 2025Q4: 608,571 shares 608,571 $27.7M 0.41% -4,816 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161,821 shares; 2024Q4: 1,144,983 shares; 2025Q1: 1,101,027 shares; 2025Q2: 1,077,645 shares; 2025Q3: 1,070,611 shares; 2025Q4: 1,060,628 shares 1,060,628 $27.5M 0.41% -9,983 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,419 shares; 2024Q4: 223,935 shares; 2025Q1: 235,331 shares; 2025Q2: 245,076 shares; 2025Q3: 253,509 shares; 2025Q4: 272,875 shares 272,875 $27.3M 0.4% +19,366 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,432 shares; 2024Q4: 94,174 shares; 2025Q1: 89,897 shares; 2025Q2: 89,913 shares; 2025Q3: 90,280 shares; 2025Q4: 90,698 shares 90,698 $26.3M 0.39% +418 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,749 shares; 2024Q4: 81,440 shares; 2025Q1: 93,633 shares; 2025Q2: 129,107 shares; 2025Q3: 130,421 shares; 2025Q4: 141,735 shares 141,735 $25.7M 0.38% +11,314 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630,340 shares; 2024Q4: 624,438 shares; 2025Q1: 597,716 shares; 2025Q2: 598,244 shares; 2025Q3: 588,547 shares; 2025Q4: 577,520 shares 577,520 $25.6M 0.38% -11,027 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,948 shares; 2024Q4: 482,919 shares; 2025Q1: 500,937 shares; 2025Q2: 550,052 shares; 2025Q3: 545,097 shares; 2025Q4: 534,840 shares 534,840 $24.5M 0.36% -10,257 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,816 shares; 2024Q4: 49,644 shares; 2025Q1: 66,695 shares; 2025Q2: 100,855 shares; 2025Q3: 105,222 shares; 2025Q4: 103,312 shares 103,312 $23.8M 0.35% -1,910 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,757 shares; 2024Q4: 164,089 shares; 2025Q1: 152,321 shares; 2025Q2: 284,186 shares; 2025Q3: 283,409 shares; 2025Q4: 289,090 shares 289,090 $22.4M 0.33% +5,681 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,628 shares; 2024Q4: 252,400 shares; 2025Q1: 242,653 shares; 2025Q2: 230,141 shares; 2025Q3: 221,799 shares; 2025Q4: 213,300 shares 213,300 $21.8M 0.32% -8,499 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,796 shares; 2024Q4: 175,163 shares; 2025Q1: 188,173 shares; 2025Q2: 195,104 shares; 2025Q3: 206,921 shares; 2025Q4: 218,783 shares 218,783 $21.1M 0.31% +11,862 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,915 shares; 2024Q4: 28,528 shares; 2025Q1: 27,647 shares; 2025Q2: 163,073 shares; 2025Q3: 165,142 shares; 2025Q4: 168,644 shares 168,644 $20.3M 0.3% +3,502 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,831 shares; 2024Q4: 501,245 shares; 2025Q1: 536,476 shares; 2025Q2: 560,568 shares; 2025Q3: 600,768 shares; 2025Q4: 644,860 shares 644,860 $20M 0.29% +44,092 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,705 shares; 2024Q4: 362,925 shares; 2025Q1: 354,844 shares; 2025Q2: 347,277 shares; 2025Q3: 340,189 shares; 2025Q4: 337,137 shares 337,137 $19.2M 0.28% -3,052 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,074 shares; 2024Q4: 20,539 shares; 2025Q1: 24,423 shares; 2025Q2: 57,970 shares; 2025Q3: 59,619 shares; 2025Q4: 59,897 shares 59,897 $18.7M 0.28% +278 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,556 shares; 2024Q4: 42,056 shares; 2025Q1: 51,651 shares; 2025Q2: 112,699 shares; 2025Q3: 113,915 shares; 2025Q4: 117,076 shares 117,076 $18M 0.27% +3,161 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,251 shares; 2024Q4: 93,590 shares; 2025Q1: 89,887 shares; 2025Q2: 92,744 shares; 2025Q3: 92,509 shares; 2025Q4: 92,503 shares 92,503 $17.7M 0.26% -6 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,625 shares; 2024Q4: 138,972 shares; 2025Q1: 150,634 shares; 2025Q2: 266,092 shares; 2025Q3: 324,723 shares; 2025Q4: 404,280 shares 404,280 $17.6M 0.26% +79,557 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,114 shares; 2024Q4: 235,005 shares; 2025Q1: 231,048 shares; 2025Q2: 223,257 shares; 2025Q3: 212,678 shares; 2025Q4: 209,546 shares 209,546 $17.3M 0.26% -3,132 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,718 shares; 2024Q4: 19,652 shares; 2025Q1: 19,406 shares; 2025Q2: 48,068 shares; 2025Q3: 46,521 shares; 2025Q4: 48,204 shares 48,204 $15.5M 0.23% +1,683 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,151 shares; 2024Q4: 17,652 shares; 2025Q1: 20,748 shares; 2025Q2: 28,830 shares; 2025Q3: 31,851 shares; 2025Q4: 30,837 shares 30,837 $15.5M 0.23% -1,014 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,955 shares; 2024Q4: 24,554 shares; 2025Q1: 26,250 shares; 2025Q2: 29,481 shares; 2025Q3: 30,978 shares; 2025Q4: 32,555 shares 32,555 $14.6M 0.22% +1,577 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,102 shares; 2024Q4: 152,372 shares; 2025Q1: 139,267 shares; 2025Q2: 133,971 shares; 2025Q3: 134,196 shares; 2025Q4: 132,494 shares 132,494 $14.6M 0.22% -1,702 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,057 shares; 2024Q4: 583,097 shares; 2025Q1: 570,014 shares; 2025Q2: 577,136 shares; 2025Q3: 588,389 shares; 2025Q4: 596,850 shares 596,850 $14.5M 0.21% +8,461 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,519 shares; 2024Q4: 216,480 shares; 2025Q1: 206,023 shares; 2025Q2: 235,741 shares; 2025Q3: 235,923 shares; 2025Q4: 245,340 shares 245,340 $14M 0.21% +9,417 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,006 shares; 2024Q4: 249,357 shares; 2025Q1: 304,032 shares; 2025Q2: 283,107 shares; 2025Q3: 285,957 shares; 2025Q4: 286,957 shares 286,957 $13.4M 0.2% +1,000 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,726 shares; 2024Q4: 31,683 shares; 2025Q1: 68,329 shares; 2025Q2: 54,245 shares; 2025Q3: 56,174 shares; 2025Q4: 58,915 shares 58,915 $12.5M 0.18% +2,741 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,567 shares; 2024Q4: 372,521 shares; 2025Q1: 369,260 shares; 2025Q2: 349,960 shares; 2025Q3: 364,007 shares; 2025Q4: 370,091 shares 370,091 $12.1M 0.18% +6,084 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,627 shares; 2025Q1: 99,924 shares; 2025Q2: 156,379 shares; 2025Q3: 183,394 shares; 2025Q4: 199,595 shares 199,595 $11.9M 0.18% +16,201 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,303 shares; 2024Q4: 15,329 shares; 2025Q1: 15,584 shares; 2025Q2: 16,919 shares; 2025Q3: 17,581 shares; 2025Q4: 19,344 shares 19,344 $11.9M 0.18% +1,763 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,397 shares; 2024Q4: 198,585 shares; 2025Q1: 197,195 shares; 2025Q2: 192,104 shares; 2025Q3: 189,884 shares; 2025Q4: 189,269 shares 189,269 $10.9M 0.16% -615 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,545 shares; 2024Q4: 436,684 shares; 2025Q1: 416,409 shares; 2025Q2: 410,078 shares; 2025Q3: 406,080 shares; 2025Q4: 397,722 shares 397,722 $10.7M 0.16% -8,358 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,258 shares; 2024Q4: 10,699 shares; 2025Q1: 11,187 shares; 2025Q2: 18,650 shares; 2025Q3: 17,770 shares; 2025Q4: 18,275 shares 18,275 $10.5M 0.15% +505 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,660 shares; 2024Q4: 78,608 shares; 2025Q1: 79,716 shares; 2025Q2: 135,158 shares; 2025Q3: 141,728 shares; 2025Q4: 138,188 shares 138,188 $10.2M 0.15% -3,540 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,986 shares; 2024Q4: 30,243 shares; 2025Q1: 37,171 shares; 2025Q2: 37,994 shares; 2025Q3: 44,320 shares; 2025Q4: 46,356 shares 46,356 $9.69M 0.14% +2,036 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,968 shares; 2024Q4: 116,103 shares; 2025Q1: 110,664 shares; 2025Q2: 108,207 shares; 2025Q3: 101,595 shares; 2025Q4: 99,643 shares 99,643 $9.57M 0.14% -1,952 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,164 shares; 2024Q4: 4,634 shares; 2025Q1: 5,470 shares; 2025Q2: 25,683 shares; 2025Q3: 26,179 shares; 2025Q4: 26,349 shares 26,349 $9.24M 0.14% +170 Timeline DXIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,953 shares; 2025Q1: 86,743 shares; 2025Q2: 110,134 shares; 2025Q3: 126,222 shares; 2025Q4: 141,871 shares 141,871 $9.23M 0.14% +15,649 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,845 shares; 2024Q4: 10,779 shares; 2025Q1: 9,890 shares; 2025Q2: 19,738 shares; 2025Q3: 19,345 shares; 2025Q4: 19,491 shares 19,491 $9.22M 0.14% +146 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,779 shares; 2024Q4: 32,313 shares; 2025Q1: 38,743 shares; 2025Q2: 54,428 shares; 2025Q3: 75,986 shares; 2025Q4: 85,935 shares 85,935 $9.2M 0.14% +9,949 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,100 shares; 2024Q4: 62,547 shares; 2025Q1: 74,197 shares; 2025Q2: 87,734 shares; 2025Q3: 98,943 shares; 2025Q4: 113,405 shares 113,405 $9.04M 0.13% +14,462 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,413 shares; 2024Q4: 83,526 shares; 2025Q1: 103,009 shares; 2025Q2: 101,471 shares; 2025Q3: 104,182 shares; 2025Q4: 108,000 shares 108,000 $8.94M 0.13% +3,818 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,772 shares; 2024Q4: 23,888 shares; 2025Q1: 25,420 shares; 2025Q2: 31,028 shares; 2025Q3: 30,445 shares; 2025Q4: 28,080 shares 28,080 $8.81M 0.13% -2,365 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,758 shares; 2024Q4: 12,405 shares; 2025Q1: 12,612 shares; 2025Q2: 53,713 shares; 2025Q3: 54,784 shares; 2025Q4: 44,435 shares 44,435 $8.66M 0.13% -10,349 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,715 shares; 2024Q4: 17,109 shares; 2025Q1: 15,134 shares; 2025Q2: 23,821 shares; 2025Q3: 23,548 shares; 2025Q4: 22,994 shares 22,994 $8.59M 0.13% -554 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,723 shares; 2024Q4: 144,428 shares; 2025Q1: 145,260 shares; 2025Q2: 155,482 shares; 2025Q3: 157,468 shares; 2025Q4: 161,589 shares 161,589 $7.75M 0.11% +4,121 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,738 shares; 2024Q4: 16,852 shares; 2025Q1: 17,010 shares; 2025Q2: 42,489 shares; 2025Q3: 42,402 shares; 2025Q4: 42,002 shares 42,002 $7.7M 0.11% -400 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,908 shares; 2024Q4: 287,264 shares; 2025Q1: 285,660 shares; 2025Q2: 285,217 shares; 2025Q3: 286,647 shares; 2025Q4: 290,776 shares 290,776 $7.49M 0.11% +4,129 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,306 shares; 2024Q4: 6,400 shares; 2025Q1: 8,025 shares; 2025Q2: 8,863 shares; 2025Q3: 8,965 shares; 2025Q4: 8,542 shares 8,542 $7.37M 0.11% -423 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,964 shares; 2024Q4: 101,252 shares; 2025Q1: 119,961 shares; 2025Q2: 110,784 shares; 2025Q3: 111,009 shares; 2025Q4: 111,213 shares 111,213 $7.3M 0.11% +204 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,558 shares; 2024Q4: 34,271 shares; 2025Q1: 33,915 shares; 2025Q2: 33,761 shares; 2025Q3: 34,098 shares; 2025Q4: 33,345 shares 33,345 $7.07M 0.1% -753 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,235 shares; 2024Q4: 61,223 shares; 2025Q1: 60,579 shares; 2025Q2: 304,528 shares; 2025Q3: 290,789 shares; 2025Q4: 292,533 shares 292,533 $7.07M 0.1% +1,744 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,064 shares; 2024Q4: 30,714 shares; 2025Q1: 35,896 shares; 2025Q2: 59,037 shares; 2025Q3: 60,125 shares; 2025Q4: 58,150 shares 58,150 $7M 0.1% -1,975 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,016 shares; 2024Q4: 8,267 shares; 2025Q1: 10,127 shares; 2025Q2: 18,080 shares; 2025Q3: 18,843 shares; 2025Q4: 19,836 shares 19,836 $6.87M 0.1% +993 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,869 shares; 2024Q4: 31,744 shares; 2025Q1: 37,968 shares; 2025Q2: 50,959 shares; 2025Q3: 56,060 shares; 2025Q4: 59,612 shares 59,612 $6.64M 0.1% +3,552 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,254 shares; 2024Q4: 55,795 shares; 2025Q1: 73,217 shares; 2025Q2: 106,761 shares; 2025Q3: 126,623 shares; 2025Q4: 154,488 shares 154,488 $6.62M 0.1% +27,865 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,264 shares; 2025Q1: 1,613 shares; 2025Q2: 10,897 shares; 2025Q3: 10,882 shares; 2025Q4: 11,138 shares 11,138 $6.36M 0.09% +256 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,841 shares; 2024Q4: 132,338 shares; 2025Q1: 134,152 shares; 2025Q2: 133,396 shares; 2025Q3: 132,354 shares; 2025Q4: 131,739 shares 131,739 $6.17M 0.09% -615 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,987 shares; 2025Q1: 2,642 shares; 2025Q2: 24,567 shares; 2025Q3: 24,803 shares; 2025Q4: 25,332 shares 25,332 $6.11M 0.09% +529 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,071 shares; 2024Q4: 22,588 shares; 2025Q1: 23,774 shares; 2025Q2: 54,684 shares; 2025Q3: 54,296 shares; 2025Q4: 57,136 shares 57,136 $6.01M 0.09% +2,840 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,290 shares; 2024Q4: 6,593 shares; 2025Q1: 9,430 shares; 2025Q2: 26,636 shares; 2025Q3: 27,558 shares; 2025Q4: 27,612 shares 27,612 $6M 0.09% +54 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,282 shares; 2024Q4: 4,049 shares; 2025Q1: 4,416 shares; 2025Q2: 5,267 shares; 2025Q3: 5,980 shares; 2025Q4: 9,007 shares 9,007 $5.95M 0.09% +3,027 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,292 shares; 2024Q4: 199,576 shares; 2025Q1: 198,508 shares; 2025Q2: 193,220 shares; 2025Q3: 191,370 shares; 2025Q4: 190,087 shares 190,087 $5.72M 0.08% -1,283 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,970 shares; 2024Q4: 17,431 shares; 2025Q1: 19,897 shares; 2025Q2: 28,037 shares; 2025Q3: 28,842 shares; 2025Q4: 27,229 shares 27,229 $5.64M 0.08% -1,613 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,572 shares; 2024Q4: 3,674 shares; 2025Q1: 4,831 shares; 2025Q2: 15,876 shares; 2025Q3: 17,347 shares; 2025Q4: 16,690 shares 16,690 $5.51M 0.08% -657 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,684 shares; 2024Q4: 119,942 shares; 2025Q1: 115,430 shares; 2025Q2: 107,037 shares; 2025Q3: 107,355 shares; 2025Q4: 107,421 shares 107,421 $5.39M 0.08% +66 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,918 shares; 2024Q4: 11,444 shares; 2025Q1: 11,691 shares; 2025Q2: 15,048 shares; 2025Q3: 15,221 shares; 2025Q4: 15,380 shares 15,380 $5.29M 0.08% +159 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,628 shares; 2024Q4: 101,650 shares; 2025Q1: 101,321 shares; 2025Q2: 100,864 shares; 2025Q3: 101,021 shares; 2025Q4: 105,746 shares 105,746 $5.29M 0.08% +4,725 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 6,645 shares; 2025Q1: 7,184 shares; 2025Q2: 7,207 shares; 2025Q3: 6,946 shares; 2025Q4: 63,904 shares 63,904 $5.13M 0.08% +56,958 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,628 shares; 2025Q1: 70,213 shares; 2025Q2: 130,975 shares; 2025Q3: 131,591 shares; 2025Q4: 132,482 shares 132,482 $5.03M 0.07% +891 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,965 shares; 2024Q4: 31,481 shares; 2025Q1: 32,379 shares; 2025Q2: 31,276 shares; 2025Q3: 31,457 shares; 2025Q4: 27,808 shares 27,808 $4.93M 0.07% -3,649 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 3,407 shares; 2025Q1: 3,873 shares; 2025Q2: 4,514 shares; 2025Q3: 4,320 shares; 2025Q4: 4,469 shares 4,469 $4.8M 0.07% +149 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,450 shares; 2024Q4: 31,931 shares; 2025Q1: 44,405 shares; 2025Q2: 72,913 shares; 2025Q3: 80,816 shares; 2025Q4: 109,056 shares 109,056 $4.52M 0.07% +28,240 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,105 shares; 2024Q4: 173,986 shares; 2025Q1: 186,897 shares; 2025Q2: 198,592 shares; 2025Q3: 203,749 shares; 2025Q4: 207,156 shares 207,156 $4.33M 0.06% +3,407 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,140 shares; 2024Q4: 26,980 shares; 2025Q1: 24,549 shares; 2025Q2: 24,669 shares; 2025Q3: 24,224 shares; 2025Q4: 23,195 shares 23,195 $4.18M 0.06% -1,029 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,506 shares; 2025Q2: 30,047 shares; 2025Q3: 30,017 shares; 2025Q4: 29,801 shares 29,801 $4.15M 0.06% -216 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,798 shares; 2024Q4: 35,057 shares; 2025Q1: 34,738 shares; 2025Q2: 36,120 shares; 2025Q3: 36,192 shares; 2025Q4: 46,776 shares 46,776 $4.13M 0.06% +10,584 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,991 shares; 2024Q4: 7,380 shares; 2025Q1: 7,529 shares; 2025Q2: 9,564 shares; 2025Q3: 10,325 shares; 2025Q4: 18,030 shares 18,030 $4.12M 0.06% +7,705 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,130 shares; 2024Q4: 69,275 shares; 2025Q1: 70,326 shares; 2025Q2: 72,779 shares; 2025Q3: 71,708 shares; 2025Q4: 69,630 shares 69,630 $4.03M 0.06% -2,078 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,093 shares; 2024Q4: 10,328 shares; 2025Q1: 10,317 shares; 2025Q2: 10,632 shares; 2025Q3: 10,634 shares; 2025Q4: 11,272 shares 11,272 $3.98M 0.06% +638 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,473 shares; 2025Q1: 3,037 shares; 2025Q2: 33,088 shares; 2025Q3: 34,219 shares; 2025Q4: 33,914 shares 33,914 $3.98M 0.06% -305 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,411 shares; 2024Q4: 50,916 shares; 2025Q1: 55,717 shares; 2025Q2: 51,419 shares; 2025Q3: 48,380 shares; 2025Q4: 49,769 shares 49,769 $3.92M 0.06% +1,389 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 6,312 shares; 2025Q1: 5,948 shares; 2025Q2: 27,412 shares; 2025Q3: 28,417 shares; 2025Q4: 27,289 shares 27,289 $3.92M 0.06% -1,128 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,193 shares; 2024Q4: 6,138 shares; 2025Q1: 6,738 shares; 2025Q2: 16,372 shares; 2025Q3: 17,111 shares; 2025Q4: 17,453 shares 17,453 $3.84M 0.06% +342 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,072 shares; 2024Q4: 12,768 shares; 2025Q1: 14,531 shares; 2025Q2: 15,306 shares; 2025Q3: 14,456 shares; 2025Q4: 26,632 shares 26,632 $3.83M 0.06% +12,176 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,664 shares; 2024Q4: 6,517 shares; 2025Q1: 6,370 shares; 2025Q2: 19,962 shares; 2025Q3: 19,535 shares; 2025Q4: 19,593 shares 19,593 $3.82M 0.06% +58 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,621 shares; 2024Q4: 20,947 shares; 2025Q1: 20,527 shares; 2025Q2: 21,506 shares; 2025Q3: 21,501 shares; 2025Q4: 23,346 shares 23,346 $3.74M 0.06% +1,845 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 6,189 shares; 2025Q1: 6,663 shares; 2025Q2: 8,693 shares; 2025Q3: 8,648 shares; 2025Q4: 9,360 shares 9,360 $3.71M 0.05% +712 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,338 shares; 2024Q4: 113,958 shares; 2025Q1: 124,127 shares; 2025Q2: 130,646 shares; 2025Q3: 128,325 shares; 2025Q4: 153,551 shares 153,551 $3.69M 0.05% +25,226 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,045 shares; 2024Q4: 24,300 shares; 2025Q1: 20,057 shares; 2025Q2: 21,941 shares; 2025Q3: 21,984 shares; 2025Q4: 21,171 shares 21,171 $3.62M 0.05% -813 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,689 shares; 2025Q2: 30,915 shares; 2025Q3: 46,229 shares; 2025Q4: 59,637 shares 59,637 $3.57M 0.05% +13,408 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,000 shares; 2024Q4: 87,608 shares; 2025Q1: 90,110 shares; 2025Q2: 86,906 shares; 2025Q3: 85,736 shares; 2025Q4: 84,479 shares 84,479 $3.45M 0.05% -1,257 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,107 shares; 2024Q4: 5,986 shares; 2025Q1: 6,025 shares; 2025Q2: 9,181 shares; 2025Q3: 9,754 shares; 2025Q4: 9,923 shares 9,923 $3.34M 0.05% +169 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,838 shares; 2024Q4: 9,124 shares; 2025Q1: 10,998 shares; 2025Q2: 16,923 shares; 2025Q3: 19,389 shares; 2025Q4: 18,289 shares 18,289 $3.25M 0.05% -1,100 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,134 shares; 2024Q4: 33,828 shares; 2025Q1: 48,750 shares; 2025Q2: 39,231 shares; 2025Q3: 48,200 shares; 2025Q4: 59,881 shares 59,881 $3.01M 0.04% +11,681 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,535 shares; 2024Q4: 16,276 shares; 2025Q1: 20,052 shares; 2025Q2: 21,765 shares; 2025Q3: 23,096 shares; 2025Q4: 19,751 shares 19,751 $3.01M 0.04% -3,345 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,979 shares; 2025Q1: 8,883 shares; 2025Q2: 23,306 shares; 2025Q3: 23,331 shares; 2025Q4: 23,045 shares 23,045 $2.89M 0.04% -286 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,919 shares; 2025Q1: 2,230 shares; 2025Q2: 2,500 shares; 2025Q3: 2,641 shares; 2025Q4: 30,242 shares 30,242 $2.84M 0.04% +27,601 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,385 shares; 2024Q4: 8,981 shares; 2025Q1: 8,317 shares; 2025Q2: 14,680 shares; 2025Q3: 13,900 shares; 2025Q4: 13,368 shares 13,368 $2.81M 0.04% -532 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,112 shares; 2024Q4: 8,449 shares; 2025Q1: 11,328 shares; 2025Q2: 14,772 shares; 2025Q3: 15,191 shares; 2025Q4: 37,344 shares 37,344 $2.8M 0.04% +22,153 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 9,281 shares; 2025Q1: 9,328 shares; 2025Q2: 9,677 shares; 2025Q3: 9,373 shares; 2025Q4: 9,544 shares 9,544 $2.76M 0.04% +171 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,279 shares; 2024Q4: 3,781 shares; 2025Q1: 4,326 shares; 2025Q2: 7,801 shares; 2025Q3: 8,381 shares; 2025Q4: 8,959 shares 8,959 $2.74M 0.04% +578 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,557 shares; 2025Q3: 10,939 shares; 2025Q4: 11,731 shares 11,731 $2.64M 0.04% +792 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,136 shares; 2025Q1: 14,849 shares; 2025Q2: 17,575 shares; 2025Q3: 22,570 shares; 2025Q4: 31,114 shares 31,114 $2.61M 0.04% +8,544 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,316 shares; 2024Q4: 19,240 shares; 2025Q1: 19,323 shares; 2025Q2: 20,822 shares; 2025Q3: 20,683 shares; 2025Q4: 17,990 shares 17,990 $2.58M 0.04% -2,693 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,561 shares; 2024Q4: 53,493 shares; 2025Q1: 50,686 shares; 2025Q2: 48,521 shares; 2025Q3: 47,160 shares; 2025Q4: 45,367 shares 45,367 $2.48M 0.04% -1,793 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,573 shares; 2024Q4: 8,136 shares; 2025Q1: 8,365 shares; 2025Q2: 5,886 shares; 2025Q3: 5,851 shares; 2025Q4: 7,544 shares 7,544 $2.44M 0.04% +1,693 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 4,877 shares; 2025Q1: 4,757 shares; 2025Q2: 5,865 shares; 2025Q3: 5,941 shares; 2025Q4: 8,082 shares 8,082 $2.39M 0.04% +2,141 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,702 shares; 2024Q4: 12,247 shares; 2025Q1: 16,969 shares; 2025Q2: 25,181 shares; 2025Q3: 26,649 shares; 2025Q4: 30,970 shares 30,970 $2.39M 0.04% +4,321 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,686 shares; 2024Q4: 3,716 shares; 2025Q1: 3,465 shares; 2025Q2: 5,781 shares; 2025Q3: 5,926 shares; 2025Q4: 9,637 shares 9,637 $2.37M 0.04% +3,711 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,530 shares; 2024Q4: 216,880 shares; 2025Q1: 235,437 shares; 2025Q2: 195,054 shares; 2025Q3: 169,269 shares; 2025Q4: 142,779 shares 142,779 $2.35M 0.03% -26,490 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,343 shares; 2024Q4: 90,623 shares; 2025Q1: 89,290 shares; 2025Q2: 80,610 shares; 2025Q3: 79,355 shares; 2025Q4: 79,106 shares 79,106 $2.34M 0.03% -249 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,935 shares; 2024Q4: 4,404 shares; 2025Q1: 4,147 shares; 2025Q2: 4,328 shares; 2025Q3: 4,021 shares; 2025Q4: 4,059 shares 4,059 $2.31M 0.03% +38 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,511 shares; 2024Q4: 9,988 shares; 2025Q1: 10,769 shares; 2025Q2: 16,295 shares; 2025Q3: 14,412 shares; 2025Q4: 15,229 shares 15,229 $2.27M 0.03% +817 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 314 shares; 2025Q1: 311 shares; 2025Q2: 306 shares; 2025Q3: 308 shares; 2025Q4: 311 shares 311 $2.27M 0.03% +3 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 3,711 shares; 2025Q1: 4,567 shares; 2025Q2: 5,420 shares; 2025Q3: 5,378 shares; 2025Q4: 4,552 shares 4,552 $2.2M 0.03% -826 Timeline MVBF MVB FINL CORP More: the full row for MVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,824 shares; 2024Q4: 84,824 shares; 2025Q1: 84,824 shares; 2025Q2: 84,824 shares; 2025Q3: 84,824 shares; 2025Q4: 84,824 shares 84,824 $2.19M 0.03% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,635 shares; 2024Q4: 17,890 shares; 2025Q1: 20,207 shares; 2025Q2: 20,993 shares; 2025Q3: 22,039 shares; 2025Q4: 23,016 shares 23,016 $2.15M 0.03% +977 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,424 shares; 2024Q4: 31,429 shares; 2025Q1: 34,287 shares; 2025Q2: 41,718 shares; 2025Q3: 44,405 shares; 2025Q4: 38,003 shares 38,003 $2.09M 0.03% -6,402 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,159 shares; 2025Q1: 1,032 shares; 2025Q2: 9,917 shares; 2025Q3: 9,653 shares; 2025Q4: 7,964 shares 7,964 $2.07M 0.03% -1,689 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,434 shares; 2025Q1: 3,732 shares; 2025Q2: 4,635 shares; 2025Q3: 6,069 shares; 2025Q4: 7,065 shares 7,065 $2.02M 0.03% +996 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,439 shares; 2024Q4: 7,857 shares; 2025Q1: 11,355 shares; 2025Q2: 13,708 shares; 2025Q3: 19,261 shares; 2025Q4: 18,897 shares 18,897 $2.02M 0.03% -364 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,942 shares; 2024Q4: 75,177 shares; 2025Q1: 75,502 shares; 2025Q2: 76,072 shares; 2025Q3: 75,741 shares; 2025Q4: 76,014 shares 76,014 $1.99M 0.03% +273 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 3,664 shares; 2025Q1: 3,639 shares; 2025Q2: 3,704 shares; 2025Q3: 3,848 shares; 2025Q4: 5,106 shares 5,106 $1.98M 0.03% +1,258 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,652 shares; 2024Q4: 35,854 shares; 2025Q1: 33,082 shares; 2025Q2: 31,853 shares; 2025Q3: 32,321 shares; 2025Q4: 34,239 shares 34,239 $1.97M 0.03% +1,918 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 2,692 shares; 2025Q1: 3,397 shares; 2025Q2: 5,492 shares; 2025Q3: 5,888 shares; 2025Q4: 6,418 shares 6,418 $1.95M 0.03% +530 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,157 shares; 2024Q4: 18,442 shares; 2025Q1: 20,800 shares; 2025Q2: 20,787 shares; 2025Q3: 18,930 shares; 2025Q4: 19,626 shares 19,626 $1.95M 0.03% +696 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,585 shares; 2024Q4: 12,720 shares; 2025Q1: 12,305 shares; 2025Q2: 15,284 shares; 2025Q3: 14,834 shares; 2025Q4: 16,734 shares 16,734 $1.9M 0.03% +1,900 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,337 shares; 2024Q4: 18,184 shares; 2025Q1: 19,273 shares; 2025Q2: 38,351 shares; 2025Q3: 38,661 shares; 2025Q4: 38,996 shares 38,996 $1.88M 0.03% +335 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,835 shares; 2024Q4: 12,442 shares; 2025Q1: 12,500 shares; 2025Q2: 14,056 shares; 2025Q3: 13,909 shares; 2025Q4: 13,855 shares 13,855 $1.82M 0.03% -54 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,473 shares; 2024Q4: 17,518 shares; 2025Q1: 19,436 shares; 2025Q2: 20,821 shares; 2025Q3: 22,573 shares; 2025Q4: 12,772 shares 12,772 $1.81M 0.03% -9,801 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,503 shares; 2025Q1: 4,170 shares; 2025Q2: 4,822 shares; 2025Q3: 4,511 shares; 2025Q4: 5,509 shares 5,509 $1.8M 0.03% +998 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,115 shares; 2024Q4: 37,115 shares; 2025Q1: 37,115 shares; 2025Q2: 37,075 shares; 2025Q3: 37,075 shares; 2025Q4: 37,136 shares 37,136 $1.73M 0.03% +61 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 603 shares; 2025Q2: 4,320 shares; 2025Q3: 4,629 shares; 2025Q4: 4,035 shares 4,035 $1.72M 0.03% -594 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 4,238 shares; 2025Q1: 5,029 shares; 2025Q2: 5,488 shares; 2025Q3: 7,023 shares; 2025Q4: 8,016 shares 8,016 $1.72M 0.03% +993 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,551 shares; 2024Q4: 26,020 shares; 2025Q1: 24,527 shares; 2025Q2: 25,237 shares; 2025Q3: 25,264 shares; 2025Q4: 25,420 shares 25,420 $1.72M 0.03% +156 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,021 shares; 2024Q4: 62,311 shares; 2025Q1: 47,266 shares; 2025Q2: 50,617 shares; 2025Q3: 51,012 shares; 2025Q4: 48,451 shares 48,451 $1.67M 0.02% -2,561 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 2,058 shares; 2025Q1: 2,122 shares; 2025Q2: 2,285 shares; 2025Q3: 2,160 shares; 2025Q4: 2,198 shares 2,198 $1.66M 0.02% +38 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,501 shares; 2024Q4: 18,447 shares; 2025Q1: 17,181 shares; 2025Q2: 17,307 shares; 2025Q3: 16,679 shares; 2025Q4: 16,287 shares 16,287 $1.64M 0.02% -392 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,681 shares; 2024Q4: 11,424 shares; 2025Q1: 11,578 shares; 2025Q2: 11,513 shares; 2025Q3: 11,303 shares; 2025Q4: 11,443 shares 11,443 $1.61M 0.02% +140 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 14,156 shares; 2025Q1: 14,124 shares; 2025Q2: 15,232 shares; 2025Q3: 14,480 shares; 2025Q4: 16,535 shares 16,535 $1.57M 0.02% +2,055 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,384 shares; 2025Q1: 3,620 shares; 2025Q2: 4,135 shares; 2025Q3: 4,321 shares; 2025Q4: 5,076 shares 5,076 $1.56M 0.02% +755 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,220 shares; 2024Q4: 7,592 shares; 2025Q1: 8,502 shares; 2025Q2: 8,930 shares; 2025Q3: 9,204 shares; 2025Q4: 10,145 shares 10,145 $1.56M 0.02% +941 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,906 shares; 2024Q4: 23,478 shares; 2025Q1: 20,365 shares; 2025Q2: 22,460 shares; 2025Q3: 21,668 shares; 2025Q4: 22,529 shares 22,529 $1.51M 0.02% +861 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,499 shares; 2025Q3: 13,499 shares; 2025Q4: 13,499 shares 13,499 $1.51M 0.02% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,706 shares; 2024Q4: 8,921 shares; 2025Q1: 10,337 shares; 2025Q2: 10,331 shares; 2025Q3: 14,764 shares; 2025Q4: 16,474 shares 16,474 $1.51M 0.02% +1,710 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,707 shares; 2025Q1: 4,672 shares; 2025Q2: 7,858 shares; 2025Q3: 8,545 shares; 2025Q4: 8,762 shares 8,762 $1.5M 0.02% +217 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,480 shares; 2024Q4: 5,487 shares; 2025Q1: 9,274 shares; 2025Q2: 9,737 shares; 2025Q3: 9,985 shares; 2025Q4: 14,934 shares 14,934 $1.49M 0.02% +4,949 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,676 shares 81,676 $1.42M 0.02% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 581 shares; 2025Q1: 829 shares; 2025Q2: 2,891 shares; 2025Q3: 3,330 shares; 2025Q4: 3,110 shares 3,110 $1.41M 0.02% -220 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,982 shares; 2024Q4: 11,274 shares; 2025Q1: 9,657 shares; 2025Q2: 9,750 shares; 2025Q3: 9,295 shares; 2025Q4: 9,826 shares 9,826 $1.41M 0.02% +531 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 2,060 shares; 2025Q1: 2,676 shares; 2025Q2: 3,541 shares; 2025Q3: 3,502 shares; 2025Q4: 3,722 shares 3,722 $1.38M 0.02% +220 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,731 shares; 2025Q2: 7,696 shares; 2025Q3: 11,225 shares; 2025Q4: 14,316 shares 14,316 $1.36M 0.02% +3,091 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 590 shares; 2025Q1: 745 shares; 2025Q2: 1,254 shares; 2025Q3: 1,272 shares; 2025Q4: 1,520 shares 1,520 $1.34M 0.02% +248 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,524 shares; 2025Q3: 57,081 shares; 2025Q4: 57,081 shares 57,081 $1.31M 0.02% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,487 shares; 2024Q4: 19,545 shares; 2025Q1: 19,579 shares; 2025Q2: 28,222 shares; 2025Q3: 27,721 shares; 2025Q4: 27,760 shares 27,760 $1.3M 0.02% +39 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,505 shares; 2025Q1: 2,024 shares; 2025Q2: 2,163 shares; 2025Q3: 2,121 shares; 2025Q4: 2,245 shares 2,245 $1.27M 0.02% +124 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,395 shares; 2025Q1: 10,825 shares; 2025Q2: 25,310 shares; 2025Q3: 21,536 shares; 2025Q4: 21,409 shares 21,409 $1.24M 0.02% -127 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,665 shares; 2024Q4: 17,272 shares; 2025Q1: 16,674 shares; 2025Q2: 15,347 shares; 2025Q3: 15,153 shares; 2025Q4: 14,274 shares 14,274 $1.21M 0.02% -879 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,721 shares 4,721 $1.19M 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,638 shares; 2024Q4: 5,635 shares; 2025Q1: 5,771 shares; 2025Q2: 10,088 shares; 2025Q3: 10,515 shares; 2025Q4: 10,790 shares 10,790 $1.19M 0.02% +275 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 4,717 shares; 2025Q1: 4,635 shares; 2025Q2: 4,263 shares; 2025Q3: 4,438 shares; 2025Q4: 4,242 shares 4,242 $1.18M 0.02% -196 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,020 shares; 2025Q3: 21,570 shares; 2025Q4: 21,951 shares 21,951 $1.15M 0.02% +381 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,323 shares; 2024Q4: 13,299 shares; 2025Q1: 13,893 shares; 2025Q2: 22,821 shares; 2025Q3: 22,857 shares; 2025Q4: 25,423 shares 25,423 $1.12M 0.02% +2,566 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,559 shares; 2024Q4: 45,106 shares; 2025Q1: 51,125 shares; 2025Q2: 48,524 shares; 2025Q3: 50,399 shares; 2025Q4: 49,432 shares 49,432 $1.11M 0.02% -967 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 6,397 shares; 2025Q1: 6,545 shares; 2025Q2: 7,028 shares; 2025Q3: 8,325 shares; 2025Q4: 9,009 shares 9,009 $1.11M 0.02% +684 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,641 shares; 2024Q4: 8,547 shares; 2025Q1: 8,702 shares; 2025Q2: 9,197 shares; 2025Q3: 10,143 shares; 2025Q4: 10,705 shares 10,705 $1.1M 0.02% +562 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,770 shares; 2024Q4: 12,919 shares; 2025Q1: 11,302 shares; 2025Q2: 11,438 shares; 2025Q3: 11,282 shares; 2025Q4: 11,205 shares 11,205 $1.09M 0.02% -77 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,463 shares; 2024Q4: 22,896 shares; 2025Q1: 29,463 shares; 2025Q2: 41,861 shares; 2025Q3: 40,402 shares; 2025Q4: 43,124 shares 43,124 $1.07M 0.02% +2,722 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,855 shares; 2024Q4: 4,041 shares; 2025Q1: 4,584 shares; 2025Q2: 5,110 shares; 2025Q3: 5,007 shares; 2025Q4: 8,943 shares 8,943 $1.07M 0.02% +3,936 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 4,014 shares; 2025Q1: 10,312 shares; 2025Q2: 11,486 shares; 2025Q3: 11,639 shares; 2025Q4: 12,385 shares 12,385 $1.04M 0.02% +746 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 1,878 shares; 2025Q1: 1,973 shares; 2025Q2: 2,749 shares; 2025Q3: 2,698 shares; 2025Q4: 2,975 shares 2,975 $1.04M 0.02% +277 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,755 shares; 2024Q4: 5,663 shares; 2025Q1: 8,081 shares; 2025Q2: 9,666 shares; 2025Q3: 9,776 shares; 2025Q4: 14,384 shares 14,384 $1.01M 0.01% +4,608 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 723 shares; 2025Q1: 737 shares; 2025Q2: 872 shares; 2025Q3: 911 shares; 2025Q4: 929 shares 929 $994K 0.01% +18 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,205 shares; 2025Q1: 4,247 shares; 2025Q2: 4,523 shares; 2025Q3: 4,476 shares; 2025Q4: 4,758 shares 4,758 $993K 0.01% +282 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,024 shares; 2025Q1: 14,369 shares; 2025Q2: 14,925 shares; 2025Q3: 16,449 shares; 2025Q4: 19,892 shares 19,892 $988K 0.01% +3,443 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 8,318 shares; 2025Q1: 7,819 shares; 2025Q2: 12,928 shares; 2025Q3: 12,947 shares; 2025Q4: 13,256 shares 13,256 $983K 0.01% +309 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,246 shares; 2024Q4: 21,270 shares; 2025Q1: 21,296 shares; 2025Q2: 21,944 shares; 2025Q3: 22,847 shares; 2025Q4: 23,567 shares 23,567 $983K 0.01% +720 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: 156 shares; 2025Q3: 170 shares; 2025Q4: 183 shares 183 $982K 0.01% +13 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 1,055 shares; 2025Q1: 2,178 shares; 2025Q2: 2,819 shares; 2025Q3: 2,979 shares; 2025Q4: 2,776 shares 2,776 $976K 0.01% -203 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,317 shares; 2025Q1: 6,669 shares; 2025Q2: 8,544 shares; 2025Q3: 11,357 shares; 2025Q4: 11,939 shares 11,939 $976K 0.01% +582 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,557 shares; 2024Q4: 13,184 shares; 2025Q1: 12,783 shares; 2025Q2: 11,935 shares; 2025Q3: 11,763 shares; 2025Q4: 10,352 shares 10,352 $957K 0.01% -1,411 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,949 shares; 2024Q4: 6,998 shares; 2025Q1: 7,300 shares; 2025Q2: 7,687 shares; 2025Q3: 7,738 shares; 2025Q4: 7,975 shares 7,975 $939K 0.01% +237 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,730 shares; 2024Q4: 10,815 shares; 2025Q1: 16,311 shares; 2025Q2: 24,610 shares; 2025Q3: 24,766 shares; 2025Q4: 23,023 shares 23,023 $938K 0.01% -1,743 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,216 shares; 2025Q1: 4,242 shares; 2025Q2: 4,371 shares; 2025Q3: 4,419 shares; 2025Q4: 4,575 shares 4,575 $922K 0.01% +156 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 784 shares; 2025Q1: 856 shares; 2025Q2: 993 shares; 2025Q3: 1,194 shares; 2025Q4: 5,961 shares 5,961 $913K 0.01% +4,767 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 620 shares; 2025Q1: 547 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 1,512 shares 1,512 $912K 0.01% +953 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 792 shares; 2025Q1: 1,010 shares; 2025Q2: 1,108 shares; 2025Q3: 1,130 shares; 2025Q4: 1,099 shares 1,099 $902K 0.01% -31 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,778 shares; 2024Q4: 3,986 shares; 2025Q1: 5,261 shares; 2025Q2: 6,537 shares; 2025Q3: 6,537 shares; 2025Q4: 6,696 shares 6,696 $894K 0.01% +159 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,965 shares; 2025Q1: 2,822 shares; 2025Q2: 3,375 shares; 2025Q3: 3,677 shares; 2025Q4: 3,476 shares 3,476 $893K 0.01% -201 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,839 shares; 2024Q4: 23,570 shares; 2025Q1: 27,601 shares; 2025Q2: 24,883 shares; 2025Q3: 26,164 shares; 2025Q4: 26,873 shares 26,873 $877K 0.01% +709 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 415 shares; 2025Q2: 609 shares; 2025Q3: 1,804 shares; 2025Q4: 1,320 shares 1,320 $874K 0.01% -484 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,833 shares; 2024Q4: 17,859 shares; 2025Q1: 17,883 shares; 2025Q2: 17,911 shares; 2025Q3: 18,501 shares; 2025Q4: 18,522 shares 18,522 $863K 0.01% +21 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,127 shares; 2024Q4: 5,056 shares; 2025Q1: 7,942 shares; 2025Q2: 10,327 shares; 2025Q3: 9,950 shares; 2025Q4: 10,897 shares 10,897 $861K 0.01% +947 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,216 shares; 2025Q2: 8,596 shares; 2025Q3: 11,322 shares; 2025Q4: 10,671 shares 10,671 $857K 0.01% -651 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,329 shares; 2025Q3: 5,914 shares; 2025Q4: 7,221 shares 7,221 $843K 0.01% +1,307 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,994 shares; 2025Q1: 2,505 shares; 2025Q2: 3,389 shares; 2025Q3: 3,761 shares; 2025Q4: 4,647 shares 4,647 $825K 0.01% +886 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,306 shares; 2025Q2: 12,410 shares; 2025Q3: 12,440 shares; 2025Q4: 12,622 shares 12,622 $821K 0.01% +182 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,727 shares; 2024Q4: 11,375 shares; 2025Q1: 12,157 shares; 2025Q2: 12,210 shares; 2025Q3: 12,440 shares; 2025Q4: 10,743 shares 10,743 $819K 0.01% -1,697 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,117 shares; 2025Q1: 1,144 shares; 2025Q2: 1,072 shares; 2025Q3: 1,325 shares; 2025Q4: 1,407 shares 1,407 $815K 0.01% +82 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 7,808 shares; 2025Q1: 9,174 shares; 2025Q2: 12,437 shares; 2025Q3: 12,317 shares; 2025Q4: 14,944 shares 14,944 $806K 0.01% +2,627 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 1,686 shares; 2025Q1: 2,305 shares; 2025Q2: 2,799 shares; 2025Q3: 2,876 shares; 2025Q4: 2,965 shares 2,965 $795K 0.01% +89 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,321 shares; 2024Q4: 21,469 shares; 2025Q1: 21,244 shares; 2025Q2: 23,505 shares; 2025Q3: 22,075 shares; 2025Q4: 21,501 shares 21,501 $793K 0.01% -574 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,089 shares; 2025Q1: 1,699 shares; 2025Q2: 2,732 shares; 2025Q3: 2,619 shares; 2025Q4: 3,253 shares 3,253 $790K 0.01% +634 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 832 shares; 2025Q1: 1,050 shares; 2025Q2: 2,156 shares; 2025Q3: 2,331 shares; 2025Q4: 2,723 shares 2,723 $790K 0.01% +392 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,391 shares; 2025Q3: 4,852 shares; 2025Q4: 5,124 shares 5,124 $790K 0.01% +272 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,867 shares; 2025Q3: 3,009 shares; 2025Q4: 3,365 shares 3,365 $778K 0.01% +356 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 3,707 shares; 2025Q1: 3,727 shares; 2025Q2: 4,313 shares; 2025Q3: 4,307 shares; 2025Q4: 4,280 shares 4,280 $778K 0.01% -27 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,546 shares; 2025Q1: 3,473 shares; 2025Q2: 4,640 shares; 2025Q3: 4,913 shares; 2025Q4: 6,282 shares 6,282 $771K 0.01% +1,369 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,367 shares; 2024Q4: 14,516 shares; 2025Q1: 14,748 shares; 2025Q2: 24,323 shares; 2025Q3: 24,817 shares; 2025Q4: 24,128 shares 24,128 $765K 0.01% -689 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,021 shares; 2024Q4: 24,966 shares; 2025Q1: 23,858 shares; 2025Q2: 33,041 shares; 2025Q3: 30,708 shares; 2025Q4: 30,650 shares 30,650 $763K 0.01% -58 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 694 shares; 2025Q3: 740 shares; 2025Q4: 1,144 shares 1,144 $748K 0.01% +404 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,926 shares; 2025Q1: 2,692 shares; 2025Q2: 4,251 shares; 2025Q3: 4,333 shares; 2025Q4: 5,665 shares 5,665 $742K 0.01% +1,332 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,936 shares; 2025Q3: 29,578 shares; 2025Q4: 29,591 shares 29,591 $738K 0.01% +13 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,366 shares; 2025Q1: 4,249 shares; 2025Q2: 4,336 shares; 2025Q3: 4,329 shares; 2025Q4: 4,527 shares 4,527 $736K 0.01% +198 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,584 shares; 2025Q1: 1,634 shares; 2025Q2: 1,699 shares; 2025Q3: 1,782 shares; 2025Q4: 1,891 shares 1,891 $736K 0.01% +109 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,205 shares; 2025Q1: 5,006 shares; 2025Q2: 8,112 shares; 2025Q3: 10,725 shares; 2025Q4: 9,749 shares 9,749 $735K 0.01% -976 Timeline BKF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,704 shares; 2024Q4: 17,487 shares; 2025Q1: 16,807 shares; 2025Q2: 16,764 shares; 2025Q3: 16,764 shares; 2025Q4: 16,688 shares 16,688 $731K 0.01% -76 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,152 shares; 2025Q3: 29,696 shares; 2025Q4: 30,131 shares 30,131 $730K 0.01% +435 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,602 shares; 2024Q4: 4,809 shares; 2025Q1: 4,390 shares; 2025Q2: 5,989 shares; 2025Q3: 5,323 shares; 2025Q4: 5,331 shares 5,331 $730K 0.01% +8 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,248 shares; 2025Q3: 12,195 shares; 2025Q4: 12,747 shares 12,747 $730K 0.01% +552 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,940 shares; 2024Q4: 10,185 shares; 2025Q1: 10,128 shares; 2025Q2: 11,289 shares; 2025Q3: 9,978 shares; 2025Q4: 9,866 shares 9,866 $717K 0.01% -112 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,672 shares; 2025Q4: 15,664 shares 15,664 $703K 0.01% +992 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,655 shares; 2025Q1: 1,147 shares; 2025Q2: 2,631 shares; 2025Q3: 2,809 shares; 2025Q4: 3,191 shares 3,191 $701K 0.01% +382 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,436 shares; 2025Q1: 2,949 shares; 2025Q2: 3,462 shares; 2025Q3: 3,868 shares; 2025Q4: 4,322 shares 4,322 $696K 0.01% +454 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,463 shares; 2025Q2: 9,058 shares; 2025Q3: 10,070 shares; 2025Q4: 9,732 shares 9,732 $695K 0.01% -338 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 332 shares; 2025Q3: 394 shares; 2025Q4: 782 shares 782 $688K 0.01% +388 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,765 shares; 2024Q4: 8,437 shares; 2025Q1: 6,871 shares; 2025Q2: 12,407 shares; 2025Q3: 12,420 shares; 2025Q4: 12,473 shares 12,473 $683K 0.01% +53 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,953 shares; 2025Q1: 2,435 shares; 2025Q2: 2,800 shares; 2025Q3: 2,471 shares; 2025Q4: 1,936 shares 1,936 $677K 0.01% -535 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,350 shares; 2025Q4: 13,400 shares 13,400 $677K 0.01% +50 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 969 shares; 2025Q3: 934 shares; 2025Q4: 2,161 shares 2,161 $674K 0.01% +1,227 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,974 shares; 2025Q2: 14,110 shares; 2025Q3: 15,055 shares; 2025Q4: 17,946 shares 17,946 $671K 0.01% +2,891 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,483 shares; 2025Q1: 1,404 shares; 2025Q2: 1,586 shares; 2025Q3: 1,666 shares; 2025Q4: 2,268 shares 2,268 $666K 0.01% +602 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,248 shares; 2025Q3: 2,386 shares; 2025Q4: 2,617 shares 2,617 $660K 0.01% +231 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,735 shares; 2024Q4: 10,331 shares; 2025Q1: 10,349 shares; 2025Q2: 9,914 shares; 2025Q3: 9,951 shares; 2025Q4: 9,199 shares 9,199 $659K 0.01% -752 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,132 shares 27,132 $659K 0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,476 shares; 2025Q3: 3,583 shares; 2025Q4: 3,792 shares 3,792 $653K 0.01% +209 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,548 shares; 2024Q4: 4,030 shares; 2025Q1: 4,366 shares; 2025Q2: 5,745 shares; 2025Q3: 5,828 shares; 2025Q4: 6,978 shares 6,978 $653K 0.01% +1,150 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,052 shares; 2024Q4: 4,962 shares; 2025Q1: 5,157 shares; 2025Q2: 5,512 shares; 2025Q3: 5,475 shares; 2025Q4: 5,585 shares 5,585 $635K 0.01% +110 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,669 shares; 2025Q3: 27,329 shares; 2025Q4: 27,714 shares 27,714 $634K 0.01% +385 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,124 shares; 2025Q2: 13,183 shares; 2025Q3: 14,123 shares; 2025Q4: 14,054 shares 14,054 $623K 0.01% -69 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: not reported; 2025Q1: 2,377 shares; 2025Q2: 2,566 shares; 2025Q3: 2,907 shares; 2025Q4: 4,329 shares 4,329 $621K 0.01% +1,422 Timeline JPMB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,389 shares; 2024Q4: 15,499 shares; 2025Q1: 13,974 shares; 2025Q2: 15,337 shares; 2025Q3: 15,828 shares; 2025Q4: 15,344 shares 15,344 $619K 0.01% -484 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,553 shares; 2025Q3: 1,404 shares; 2025Q4: 1,729 shares 1,729 $611K 0.01% +325 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,383 shares; 2025Q1: 1,526 shares; 2025Q2: 1,864 shares; 2025Q3: 1,832 shares; 2025Q4: 2,102 shares 2,102 $607K 0.01% +270 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,772 shares; 2024Q4: 6,464 shares; 2025Q1: 5,833 shares; 2025Q2: 7,096 shares; 2025Q3: 7,559 shares; 2025Q4: 5,646 shares 5,646 $602K 0.01% -1,913 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 5,819 shares; 2025Q1: 8,810 shares; 2025Q2: 9,099 shares; 2025Q3: 9,195 shares; 2025Q4: 6,799 shares 6,799 $595K 0.01% -2,396 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,689 shares; 2025Q2: 7,415 shares; 2025Q3: 7,069 shares; 2025Q4: 7,101 shares 7,101 $594K 0.01% +32 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,408 shares; 2025Q1: 2,339 shares; 2025Q2: 6,567 shares; 2025Q3: 6,567 shares; 2025Q4: 6,212 shares 6,212 $583K 0.01% -355 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 2,399 shares; 2025Q1: 2,621 shares; 2025Q2: 2,770 shares; 2025Q3: 2,828 shares; 2025Q4: 2,674 shares 2,674 $580K 0.01% -154 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 5,521 shares; 2025Q1: 5,403 shares; 2025Q2: 5,418 shares; 2025Q3: 5,494 shares; 2025Q4: 4,886 shares 4,886 $574K 0.01% -608 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,357 shares 25,357 $570K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,670 shares; 2025Q3: 14,678 shares; 2025Q4: 16,099 shares 16,099 $559K 0.01% +1,421 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,013 shares; 2025Q2: 6,529 shares; 2025Q3: 6,609 shares; 2025Q4: 6,986 shares 6,986 $554K 0.01% +377 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 1,602 shares; 2025Q1: 2,880 shares; 2025Q2: 3,263 shares; 2025Q3: 3,508 shares; 2025Q4: 3,453 shares 3,453 $553K 0.01% -55 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 2,665 shares; 2025Q1: 3,124 shares; 2025Q2: 5,294 shares; 2025Q3: 6,357 shares; 2025Q4: 6,285 shares 6,285 $548K 0.01% -72 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,220 shares; 2025Q3: 4,198 shares; 2025Q4: 5,905 shares 5,905 $543K 0.01% +1,707 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,950 shares; 2025Q4: 11,950 shares 11,950 $542K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,250 shares; 2025Q1: 2,582 shares; 2025Q2: 3,300 shares; 2025Q3: 3,177 shares; 2025Q4: 3,113 shares 3,113 $540K 0.01% -64 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,718 shares 1,718 $533K 0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,372 shares; 2025Q1: 6,181 shares; 2025Q2: 6,183 shares; 2025Q3: 3,240 shares; 2025Q4: 3,430 shares 3,430 $531K 0.01% +190 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 1,560 shares; 2025Q1: 2,022 shares; 2025Q2: 2,963 shares; 2025Q3: 2,644 shares; 2025Q4: 2,824 shares 2,824 $524K 0.01% +180 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 669 shares; 2025Q1: 924 shares; 2025Q2: 891 shares; 2025Q3: 1,034 shares; 2025Q4: 1,111 shares 1,111 $521K 0.01% +77 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,546 shares; 2025Q3: 1,632 shares; 2025Q4: 2,425 shares 2,425 $519K 0.01% +793 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 1,662 shares; 2025Q1: 1,911 shares; 2025Q2: 1,820 shares; 2025Q3: 1,706 shares; 2025Q4: 1,715 shares 1,715 $518K 0.01% +9 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,822 shares; 2025Q1: 3,099 shares; 2025Q2: 3,101 shares; 2025Q3: 3,286 shares; 2025Q4: 3,474 shares 3,474 $518K 0.01% +188 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,156 shares; 2025Q3: 25,583 shares; 2025Q4: 24,576 shares 24,576 $517K 0.01% -1,007 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 3,034 shares; 2025Q1: 3,091 shares; 2025Q2: 4,063 shares; 2025Q3: 3,984 shares; 2025Q4: 4,601 shares 4,601 $516K 0.01% +617 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,823 shares; 2025Q3: 1,809 shares; 2025Q4: 1,756 shares 1,756 $515K 0.01% -53 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 1,369 shares; 2025Q1: 1,833 shares; 2025Q2: 1,920 shares; 2025Q3: 2,268 shares; 2025Q4: 1,938 shares 1,938 $513K 0.01% -330 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,731 shares; 2024Q4: 4,731 shares; 2025Q1: 4,731 shares; 2025Q2: 5,256 shares; 2025Q3: 5,293 shares; 2025Q4: 5,293 shares 5,293 $513K 0.01% 0 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,016 shares; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares 2,008 $512K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 754 shares; 2025Q3: 843 shares; 2025Q4: 994 shares 994 $508K 0.01% +151 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,858 shares; 2025Q1: not reported; 2025Q2: 11,934 shares; 2025Q3: 13,067 shares; 2025Q4: 13,969 shares 13,969 $506K 0.01% +902 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,469 shares; 2024Q4: 6,988 shares; 2025Q1: 7,528 shares; 2025Q2: 7,815 shares; 2025Q3: 8,492 shares; 2025Q4: 9,416 shares 9,416 $502K 0.01% +924 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,755 shares; 2025Q3: 6,382 shares; 2025Q4: 6,810 shares 6,810 $501K 0.01% +428 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 1,059 shares; 2025Q4: 1,074 shares 1,074 $500K 0.01% +15 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 3,475 shares; 2025Q1: 2,839 shares; 2025Q2: 2,850 shares; 2025Q3: 3,266 shares; 2025Q4: 3,290 shares 3,290 $498K 0.01% +24 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,232 shares; 2025Q3: 3,959 shares; 2025Q4: 7,699 shares 7,699 $493K 0.01% +3,740 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,043 shares; 2024Q4: 2,958 shares; 2025Q1: 3,371 shares; 2025Q2: 3,570 shares; 2025Q3: 3,524 shares; 2025Q4: 3,494 shares 3,494 $493K 0.01% -30 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,028 shares; 2024Q4: 11,301 shares; 2025Q1: 11,812 shares; 2025Q2: 12,618 shares; 2025Q3: 12,542 shares; 2025Q4: 14,050 shares 14,050 $492K 0.01% +1,508 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: 3,898 shares; 2025Q1: 3,771 shares; 2025Q2: 3,915 shares; 2025Q3: 4,013 shares; 2025Q4: 4,324 shares 4,324 $488K 0.01% +311 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 785 shares; 2025Q1: 796 shares; 2025Q2: 1,074 shares; 2025Q3: 1,092 shares; 2025Q4: 1,247 shares 1,247 $485K 0.01% +155 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,017 shares; 2025Q2: 1,392 shares; 2025Q3: 1,519 shares; 2025Q4: 1,520 shares 1,520 $484K 0.01% +1 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,168 shares; 2025Q1: not reported; 2025Q2: 6,130 shares; 2025Q3: 6,243 shares; 2025Q4: 6,947 shares 6,947 $482K 0.01% +704 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,645 shares 4,645 $482K 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,027 shares; 2025Q1: 5,334 shares; 2025Q2: 5,519 shares; 2025Q3: 5,451 shares; 2025Q4: 8,522 shares 8,522 $480K 0.01% +3,071 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 302 shares; 2025Q3: 337 shares; 2025Q4: 392 shares 392 $476K 0.01% +55 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 1,045 shares; 2025Q1: 1,121 shares; 2025Q2: 1,767 shares; 2025Q3: 1,562 shares; 2025Q4: 1,719 shares 1,719 $473K 0.01% +157 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,816 shares; 2024Q4: 14,093 shares; 2025Q1: 28,459 shares; 2025Q2: 22,437 shares; 2025Q3: 23,014 shares; 2025Q4: 17,141 shares 17,141 $470K 0.01% -5,873 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,219 shares; 2025Q1: 1,179 shares; 2025Q2: 1,095 shares; 2025Q3: 1,105 shares; 2025Q4: 1,129 shares 1,129 $466K 0.01% +24 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,259 shares; 2025Q3: 4,259 shares; 2025Q4: 4,259 shares 4,259 $462K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,511 shares; 2025Q3: 2,645 shares; 2025Q4: 3,343 shares 3,343 $461K 0.01% +698 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,362 shares; 2024Q4: 8,555 shares; 2025Q1: 9,245 shares; 2025Q2: 8,830 shares; 2025Q3: 8,842 shares; 2025Q4: 9,531 shares 9,531 $449K 0.01% +689 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,636 shares; 2024Q4: 8,895 shares; 2025Q1: 7,864 shares; 2025Q2: 8,079 shares; 2025Q3: 8,278 shares; 2025Q4: 8,934 shares 8,934 $446K 0.01% +656 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,185 shares; 2025Q2: 2,984 shares; 2025Q3: 3,384 shares; 2025Q4: 3,336 shares 3,336 $443K 0.01% -48 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,265 shares; 2025Q1: 10,795 shares; 2025Q2: 10,754 shares; 2025Q3: 10,760 shares; 2025Q4: 8,737 shares 8,737 $443K 0.01% -2,023 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,447 shares; 2025Q2: 4,359 shares; 2025Q3: 5,125 shares; 2025Q4: 5,545 shares 5,545 $440K 0.01% +420 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,878 shares; 2024Q4: 4,054 shares; 2025Q1: 3,541 shares; 2025Q2: 3,867 shares; 2025Q3: 5,269 shares; 2025Q4: 5,150 shares 5,150 $436K 0.01% -119 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: 124 shares; 2025Q4: 127 shares 127 $430K 0.01% +3 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,555 shares 6,555 $429K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 3,896 shares; 2025Q1: 5,601 shares; 2025Q2: 8,193 shares; 2025Q3: 8,150 shares; 2025Q4: 7,950 shares 7,950 $428K 0.01% -200 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,288 shares; 2025Q4: 5,344 shares 5,344 $428K 0.01% +1,056 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,868 shares 1,868 $425K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 366 shares; 2025Q3: 380 shares; 2025Q4: 395 shares 395 $423K 0.01% +15 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,510 shares; 2025Q1: 2,510 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,580 shares 2,580 $422K 0.01% 0 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,219 shares; 2025Q3: 8,219 shares; 2025Q4: 8,219 shares 8,219 $420K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 942 shares; 2025Q1: 1,044 shares; 2025Q2: 1,117 shares; 2025Q3: 1,222 shares; 2025Q4: 1,096 shares 1,096 $420K 0.01% -126 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 2,270 shares; 2025Q1: 2,967 shares; 2025Q2: 2,731 shares; 2025Q3: 3,980 shares; 2025Q4: 2,911 shares 2,911 $418K 0.01% -1,069 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,264 shares; 2024Q4: 14,519 shares; 2025Q1: 17,031 shares; 2025Q2: 13,934 shares; 2025Q3: 20,567 shares; 2025Q4: 14,647 shares 14,647 $417K 0.01% -5,920 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,567 shares; 2025Q3: 1,617 shares; 2025Q4: 1,406 shares 1,406 $416K 0.01% -211 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,784 shares; 2025Q2: 2,406 shares; 2025Q3: 2,393 shares; 2025Q4: 2,019 shares 2,019 $415K 0.01% -374 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,624 shares; 2024Q4: 11,869 shares; 2025Q1: 11,757 shares; 2025Q2: 11,058 shares; 2025Q3: 10,703 shares; 2025Q4: 10,803 shares 10,803 $414K 0.01% +100 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 3,340 shares; 2025Q1: 2,740 shares; 2025Q2: 3,083 shares; 2025Q3: 3,083 shares; 2025Q4: 3,083 shares 3,083 $414K 0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,337 shares 4,337 $409K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,336 shares; 2025Q3: 1,371 shares; 2025Q4: 1,675 shares 1,675 $406K 0.01% +304 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,934 shares; 2025Q2: 6,535 shares; 2025Q3: 7,300 shares; 2025Q4: 5,518 shares 5,518 $405K 0.01% -1,782 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 5,703 shares; 2025Q1: 5,777 shares; 2025Q2: 5,743 shares; 2025Q3: 5,743 shares; 2025Q4: 8,738 shares 8,738 $401K 0.01% +2,995 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,140 shares 3,140 $401K 0.01% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,955 shares; 2024Q4: 8,455 shares; 2025Q1: 8,676 shares; 2025Q2: 8,542 shares; 2025Q3: 8,688 shares; 2025Q4: 8,943 shares 8,943 $400K 0.01% +255 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,266 shares; 2025Q3: 19,547 shares; 2025Q4: 19,943 shares 19,943 $396K 0.01% +396 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 23,876 shares; 2025Q1: 23,876 shares; 2025Q2: 19,078 shares; 2025Q3: 19,078 shares; 2025Q4: 16,766 shares 16,766 $392K 0.01% -2,312 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,557 shares; 2024Q4: 27,461 shares; 2025Q1: 27,995 shares; 2025Q2: 30,015 shares; 2025Q3: 10,673 shares; 2025Q4: 8,332 shares 8,332 $392K 0.01% -2,341 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,174 shares; 2025Q1: 1,350 shares; 2025Q2: 1,741 shares; 2025Q3: 2,106 shares; 2025Q4: 2,120 shares 2,120 $390K 0.01% +14 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 3,624 shares; 2025Q1: 5,041 shares; 2025Q2: 5,438 shares; 2025Q3: 6,589 shares; 2025Q4: 5,781 shares 5,781 $388K 0.01% -808 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,342 shares; 2024Q4: 13,273 shares; 2025Q1: 15,699 shares; 2025Q2: 13,378 shares; 2025Q3: 12,681 shares; 2025Q4: 11,816 shares 11,816 $387K 0.01% -865 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,133 shares; 2025Q1: 1,244 shares; 2025Q2: 1,210 shares; 2025Q3: 1,330 shares; 2025Q4: 1,850 shares 1,850 $385K 0.01% +520 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,751 shares; 2025Q4: 4,742 shares 4,742 $385K 0.01% +991 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 367 shares; 2025Q4: 497 shares 497 $384K 0.01% +130 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,690 shares 7,690 $382K 0.01% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,638 shares; 2025Q1: 5,638 shares; 2025Q2: 5,638 shares; 2025Q3: 5,638 shares; 2025Q4: 3,946 shares 3,946 $382K 0.01% -1,692 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,567 shares; 2025Q4: 2,217 shares 2,217 $378K 0.01% +650 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 840 shares 840 $375K 0.01% new NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,395 shares; 2025Q4: 3,731 shares 3,731 $373K 0.01% +1,336 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,096 shares; 2024Q4: 16,267 shares; 2025Q1: 26,596 shares; 2025Q2: 25,564 shares; 2025Q3: 25,814 shares; 2025Q4: 28,197 shares 28,197 $370K 0.01% +2,383 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,203 shares; 2025Q3: 4,224 shares; 2025Q4: 4,570 shares 4,570 $369K 0.01% +346 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,996 shares; 2025Q3: 5,492 shares; 2025Q4: 5,785 shares 5,785 $369K 0.01% +293 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,191 shares; 2025Q1: 2,191 shares; 2025Q2: 3,067 shares; 2025Q3: 2,584 shares; 2025Q4: 2,584 shares 2,584 $365K 0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,562 shares 15,562 $363K 0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,697 shares; 2025Q1: 6,829 shares; 2025Q2: 6,913 shares; 2025Q3: 6,994 shares; 2025Q4: 5,576 shares 5,576 $362K 0.01% -1,418 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 3,436 shares; 2025Q1: not reported; 2025Q2: 3,436 shares; 2025Q3: 3,436 shares; 2025Q4: 6,872 shares 6,872 $361K 0.01% +3,436 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,696 shares; 2025Q3: 2,518 shares; 2025Q4: 2,531 shares 2,531 $359K 0.01% +13 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,588 shares; 2025Q4: 2,110 shares 2,110 $358K 0.01% +522 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,461 shares; 2025Q3: 2,835 shares; 2025Q4: 2,976 shares 2,976 $356K 0.01% +141 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,305 shares 12,305 $355K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 922 shares; 2025Q4: 1,432 shares 1,432 $353K 0.01% +510 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,714 shares; 2025Q4: 3,714 shares 3,714 $350K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 744 shares; 2025Q3: 721 shares; 2025Q4: 971 shares 971 $350K 0.01% +250 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,676 shares; 2024Q4: 7,644 shares; 2025Q1: 6,047 shares; 2025Q2: 5,970 shares; 2025Q3: 5,924 shares; 2025Q4: 5,798 shares 5,798 $349K 0.01% -126 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,012 shares; 2025Q3: 2,958 shares; 2025Q4: 3,603 shares 3,603 $347K 0.01% +645 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,800 shares; 2025Q4: 6,850 shares 6,850 $344K 0.01% +50 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,342 shares; 2025Q2: 1,495 shares; 2025Q3: 1,691 shares; 2025Q4: 1,695 shares 1,695 $344K 0.01% +4 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,197 shares; 2025Q1: 4,476 shares; 2025Q2: 7,106 shares; 2025Q3: 7,051 shares; 2025Q4: 5,851 shares 5,851 $343K 0.01% -1,200 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 644 shares; 2025Q3: 636 shares; 2025Q4: 726 shares 726 $339K 0.01% +90 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,804 shares; 2025Q1: 8,693 shares; 2025Q2: 13,051 shares; 2025Q3: 13,051 shares; 2025Q4: 7,332 shares 7,332 $338K <0.01% -5,719 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 3,756 shares; 2025Q1: 3,778 shares; 2025Q2: 3,830 shares; 2025Q3: 3,480 shares; 2025Q4: 3,485 shares 3,485 $337K <0.01% +5 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: 444 shares; 2025Q4: 641 shares 641 $335K <0.01% +197 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,078 shares; 2025Q2: 8,078 shares; 2025Q3: 8,078 shares; 2025Q4: 8,078 shares 8,078 $335K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,882 shares; 2025Q4: 6,814 shares 6,814 $334K <0.01% +1,932 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,863 shares; 2025Q3: 2,339 shares; 2025Q4: 2,355 shares 2,355 $332K <0.01% +16 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,580 shares; 2024Q4: 6,485 shares; 2025Q1: 6,408 shares; 2025Q2: 5,999 shares; 2025Q3: 6,474 shares; 2025Q4: 6,528 shares 6,528 $332K <0.01% +54 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 2,490 shares; 2025Q1: 1,914 shares; 2025Q2: 1,889 shares; 2025Q3: 1,958 shares; 2025Q4: 2,137 shares 2,137 $331K <0.01% +179 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 683 shares; 2025Q1: 955 shares; 2025Q2: 1,020 shares; 2025Q3: 1,408 shares; 2025Q4: 1,287 shares 1,287 $331K <0.01% -121 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,106 shares; 2025Q4: 1,201 shares 1,201 $331K <0.01% +95 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,018 shares; 2024Q4: 6,035 shares; 2025Q1: 6,054 shares; 2025Q2: 6,073 shares; 2025Q3: 6,091 shares; 2025Q4: 6,112 shares 6,112 $330K <0.01% +21 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,194 shares; 2025Q3: 6,500 shares; 2025Q4: 6,838 shares 6,838 $327K <0.01% +338 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,360 shares; 2025Q1: 6,360 shares; 2025Q2: 6,323 shares; 2025Q3: 6,323 shares; 2025Q4: 4,476 shares 4,476 $320K <0.01% -1,847 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,731 shares; 2025Q3: 14,567 shares; 2025Q4: 14,571 shares 14,571 $315K <0.01% +4 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,073 shares; 2025Q3: 1,135 shares; 2025Q4: 1,674 shares 1,674 $315K <0.01% +539 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,013 shares 12,013 $315K <0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,764 shares; 2025Q1: 2,771 shares; 2025Q2: 2,832 shares; 2025Q3: 2,838 shares; 2025Q4: 3,545 shares 3,545 $309K <0.01% +707 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,003 shares; 2024Q4: 5,003 shares; 2025Q1: 5,071 shares; 2025Q2: 5,501 shares; 2025Q3: 5,440 shares; 2025Q4: 4,929 shares 4,929 $305K <0.01% -511 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,046 shares 5,046 $305K <0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,722 shares 1,722 $302K <0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,972 shares; 2025Q4: 3,815 shares 3,815 $300K <0.01% +843 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,142 shares; 2025Q1: 9,142 shares; 2025Q2: 7,843 shares; 2025Q3: 8,106 shares; 2025Q4: 10,154 shares 10,154 $300K <0.01% +2,048 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,822 shares; 2025Q1: 1,995 shares; 2025Q2: 2,268 shares; 2025Q3: 2,279 shares; 2025Q4: 2,325 shares 2,325 $300K <0.01% +46 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,062 shares; 2025Q2: 4,958 shares; 2025Q3: 4,997 shares; 2025Q4: 4,938 shares 4,938 $297K <0.01% -59 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,987 shares 2,987 $297K <0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,832 shares 3,832 $296K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,682 shares 1,682 $295K <0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,521 shares 11,521 $293K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,292 shares; 2025Q4: 2,520 shares 2,520 $293K <0.01% +228 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,104 shares 13,104 $292K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 786 shares; 2025Q3: 881 shares; 2025Q4: 896 shares 896 $289K <0.01% +15 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 982 shares; 2025Q2: 1,120 shares; 2025Q3: 1,162 shares; 2025Q4: 1,100 shares 1,100 $289K <0.01% -62 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,772 shares 1,772 $288K <0.01% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,214 shares 1,214 $288K <0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,285 shares; 2025Q3: 1,199 shares; 2025Q4: 1,553 shares 1,553 $288K <0.01% +354 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,639 shares; 2025Q3: not reported; 2025Q4: 6,727 shares 6,727 $286K <0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 912 shares; 2025Q3: 977 shares; 2025Q4: 1,051 shares 1,051 $285K <0.01% +74 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 521 shares; 2025Q4: 535 shares 535 $285K <0.01% +14 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,692 shares; 2025Q2: 9,107 shares; 2025Q3: 7,625 shares; 2025Q4: 9,492 shares 9,492 $284K <0.01% +1,867 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,840 shares 2,840 $284K <0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,110 shares; 2025Q4: 3,332 shares 3,332 $283K <0.01% +222 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211 shares 211 $280K <0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,425 shares 2,425 $280K <0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,135 shares; 2025Q4: 4,312 shares 4,312 $278K <0.01% -823 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 119 shares; 2025Q3: 125 shares; 2025Q4: 137 shares 137 $276K <0.01% +12 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 919 shares; 2025Q3: 903 shares; 2025Q4: 948 shares 948 $274K <0.01% +45 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,193 shares 2,193 $274K <0.01% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,170 shares 6,170 $274K <0.01% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,633 shares; 2025Q4: 5,823 shares 5,823 $273K <0.01% +190 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,416 shares 2,416 $270K <0.01% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,918 shares; 2025Q3: 2,593 shares; 2025Q4: 2,593 shares 2,593 $269K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,647 shares; 2025Q1: 1,707 shares; 2025Q2: 1,368 shares; 2025Q3: 1,495 shares; 2025Q4: 1,378 shares 1,378 $267K <0.01% -117 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,524 shares; 2025Q3: 2,524 shares; 2025Q4: 2,238 shares 2,238 $266K <0.01% -286 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: 4,652 shares; 2025Q1: 4,130 shares; 2025Q2: 4,669 shares; 2025Q3: 5,446 shares; 2025Q4: 4,960 shares 4,960 $262K <0.01% -486 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 594 shares; 2025Q4: 543 shares 543 $261K <0.01% -51 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 944 shares; 2025Q1: 966 shares; 2025Q2: 979 shares; 2025Q3: 1,017 shares; 2025Q4: 1,035 shares 1,035 $260K <0.01% +18 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,001 shares 3,001 $257K <0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,879 shares 5,879 $256K <0.01% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,509 shares; 2024Q4: 3,666 shares; 2025Q1: 3,217 shares; 2025Q2: 3,351 shares; 2025Q3: 2,445 shares; 2025Q4: 1,835 shares 1,835 $255K <0.01% -610 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,786 shares; 2025Q3: 2,723 shares; 2025Q4: 2,703 shares 2,703 $254K <0.01% -20 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,901 shares; 2025Q4: 2,768 shares 2,768 $253K <0.01% +867 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,859 shares 3,859 $252K <0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,826 shares 1,826 $252K <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,862 shares 1,862 $252K <0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,095 shares 1,095 $251K <0.01% new Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,276 shares; 2025Q4: 7,276 shares 7,276 $251K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,924 shares 1,924 $250K <0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 530 shares; 2025Q3: 446 shares; 2025Q4: 447 shares 447 $246K <0.01% +1 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,522 shares; 2025Q4: 5,638 shares 5,638 $246K <0.01% +1,116 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,102 shares 1,102 $245K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,941 shares; 2025Q3: 2,233 shares; 2025Q4: 2,319 shares 2,319 $245K <0.01% +86 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,539 shares; 2025Q3: 2,690 shares; 2025Q4: 1,796 shares 1,796 $244K <0.01% -894 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,383 shares 3,383 $244K <0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,265 shares 4,265 $241K <0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,643 shares; 2025Q4: 2,511 shares 2,511 $241K <0.01% -132 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 874 shares 874 $239K <0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,390 shares; 2025Q4: 5,103 shares 5,103 $236K <0.01% -2,287 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,613 shares 3,613 $236K <0.01% new Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,862 shares; 2024Q4: 7,872 shares; 2025Q1: 7,374 shares; 2025Q2: 5,668 shares; 2025Q3: 5,636 shares; 2025Q4: 5,638 shares 5,638 $235K <0.01% +2 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,301 shares 1,301 $234K <0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,052 shares; 2025Q1: 1,059 shares; 2025Q2: 1,122 shares; 2025Q3: 1,072 shares; 2025Q4: 1,116 shares 1,116 $233K <0.01% +44 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,662 shares 5,662 $233K <0.01% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,634 shares; 2025Q3: 2,568 shares; 2025Q4: 5,198 shares 5,198 $232K <0.01% +2,630 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,390 shares 6,390 $232K <0.01% new Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,560 shares; 2025Q4: 4,571 shares 4,571 $229K <0.01% +11 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,274 shares 3,274 $228K <0.01% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 163 shares 163 $228K <0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,951 shares; 2025Q2: 2,132 shares; 2025Q3: not reported; 2025Q4: 2,605 shares 2,605 $228K <0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 301 shares; 2025Q4: 337 shares 337 $227K <0.01% +36 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,974 shares; 2025Q2: 4,842 shares; 2025Q3: 5,448 shares; 2025Q4: 5,590 shares 5,590 $224K <0.01% +142 Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,434 shares; 2024Q4: 7,434 shares; 2025Q1: 7,434 shares; 2025Q2: 7,434 shares; 2025Q3: 7,434 shares; 2025Q4: 7,434 shares 7,434 $224K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,170 shares; 2025Q4: 4,812 shares 4,812 $224K <0.01% +642 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,155 shares 1,155 $224K <0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,501 shares; 2025Q3: 5,281 shares; 2025Q4: 4,373 shares 4,373 $223K <0.01% -908 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,903 shares; 2025Q1: 2,119 shares; 2025Q2: 2,801 shares; 2025Q3: 2,512 shares; 2025Q4: 2,198 shares 2,198 $222K <0.01% -314 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,592 shares 9,592 $221K <0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,107 shares 1,107 $221K <0.01% new Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,614 shares 3,614 $221K <0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,547 shares 2,547 $217K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,624 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,265 shares; 2025Q4: 7,889 shares 7,889 $217K <0.01% +624 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: 4,449 shares; 2025Q1: 4,944 shares; 2025Q2: 5,662 shares; 2025Q3: 5,640 shares; 2025Q4: 5,673 shares 5,673 $215K <0.01% +33 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,195 shares; 2024Q4: 18,195 shares; 2025Q1: 18,195 shares; 2025Q2: 18,195 shares; 2025Q3: 18,195 shares; 2025Q4: 18,195 shares 18,195 $215K <0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,332 shares 6,332 $214K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 268 shares; 2025Q4: 265 shares 265 $214K <0.01% -3 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 3,535 shares; 2025Q1: not reported; 2025Q2: 3,944 shares; 2025Q3: not reported; 2025Q4: 3,930 shares 3,930 $213K <0.01% new Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,094 shares; 2024Q4: 17,094 shares; 2025Q1: 17,094 shares; 2025Q2: 17,094 shares; 2025Q3: 17,094 shares; 2025Q4: 17,094 shares 17,094 $213K <0.01% 0 Timeline