JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,133,781 shares; 2024Q4: 1,291,912 shares; 2025Q1: 1,300,278 shares; 2025Q2: 1,371,923 shares; 2025Q3: 1,187,538 shares 1,187,538 $74.7M 8.82% -184,385 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,356 shares; 2024Q4: 667,196 shares; 2025Q1: 770,170 shares; 2025Q2: 837,611 shares; 2025Q3: 750,838 shares 750,838 $54.4M 6.42% -86,773 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,401 shares; 2024Q4: 97,405 shares; 2025Q1: 100,392 shares; 2025Q2: 103,532 shares; 2025Q3: 101,494 shares 101,494 $25.8M 3.05% -2,038 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,105 shares; 2025Q1: 731,068 shares; 2025Q2: 808,253 shares; 2025Q3: 874,900 shares 874,900 $19.9M 2.35% +66,647 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,493 shares; 2025Q1: 320,536 shares; 2025Q2: 351,608 shares; 2025Q3: 382,444 shares 382,444 $19.7M 2.32% +30,836 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,867 shares; 2024Q4: 81,110 shares; 2025Q1: 82,640 shares; 2025Q2: 86,896 shares; 2025Q3: 86,692 shares 86,692 $16.2M 1.91% -204 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,037 shares; 2024Q4: 29,909 shares; 2025Q1: 29,929 shares; 2025Q2: 30,666 shares; 2025Q3: 30,540 shares 30,540 $15.8M 1.87% -126 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,961 shares; 2024Q4: 60,855 shares; 2025Q1: 62,148 shares; 2025Q2: 63,709 shares; 2025Q3: 63,417 shares 63,417 $13.9M 1.64% -292 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,890 shares; 2024Q4: 18,970 shares; 2025Q1: 18,758 shares; 2025Q2: 19,341 shares; 2025Q3: 19,180 shares 19,180 $12.8M 1.51% -161 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,740 shares; 2024Q4: 17,692 shares; 2025Q1: 18,235 shares; 2025Q2: 21,794 shares; 2025Q3: 19,502 shares 19,502 $11.7M 1.38% -2,292 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,368 shares; 2024Q4: 279,460 shares; 2025Q1: 280,227 shares; 2025Q2: 315,333 shares; 2025Q3: 333,071 shares 333,071 $10.1M 1.2% +17,738 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,910 shares; 2025Q2: 83,244 shares; 2025Q3: 70,870 shares 70,870 $9.76M 1.15% -12,374 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,040 shares; 2025Q2: 27,362 shares; 2025Q3: 22,385 shares 22,385 $9.01M 1.06% -4,977 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,635 shares; 2024Q4: 853,387 shares; 2025Q1: 367,968 shares; 2025Q2: 378,479 shares; 2025Q3: 333,594 shares 333,594 $8.77M 1.04% -44,885 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,667 shares; 2024Q4: 11,839 shares; 2025Q1: 11,512 shares; 2025Q2: 11,874 shares; 2025Q3: 11,679 shares 11,679 $8.58M 1.01% -195 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,779 shares; 2024Q4: 274,918 shares; 2025Q1: 218,545 shares; 2025Q2: 231,317 shares; 2025Q3: 231,834 shares 231,834 $8.27M 0.98% +517 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,976 shares; 2024Q4: 15,891 shares; 2025Q1: 17,688 shares; 2025Q2: 18,049 shares; 2025Q3: 18,601 shares 18,601 $8.27M 0.98% +552 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158,737 shares 158,737 $7.84M 0.93% new Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,384 shares; 2025Q1: 98,998 shares; 2025Q2: 115,045 shares; 2025Q3: 108,255 shares 108,255 $7.82M 0.92% -6,790 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,902 shares; 2024Q4: 30,322 shares; 2025Q1: 29,780 shares; 2025Q2: 30,566 shares; 2025Q3: 27,442 shares 27,442 $7.73M 0.91% -3,124 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,908 shares; 2025Q1: 41,726 shares; 2025Q2: 47,327 shares; 2025Q3: 56,688 shares 56,688 $7.69M 0.91% +9,361 Timeline DEXC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,681 shares; 2025Q2: 126,562 shares; 2025Q3: 135,214 shares 135,214 $7.65M 0.9% +8,652 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,451 shares 91,451 $7.63M 0.9% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,136 shares; 2024Q4: 59,782 shares; 2025Q1: 56,852 shares; 2025Q2: 55,412 shares; 2025Q3: 54,012 shares 54,012 $7.61M 0.9% -1,400 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,199 shares 82,199 $7.56M 0.89% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,057 shares; 2024Q4: 27,717 shares; 2025Q1: 28,520 shares; 2025Q2: 30,480 shares; 2025Q3: 30,918 shares 30,918 $7.52M 0.89% +438 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,427 shares 76,427 $7.47M 0.88% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,942 shares; 2024Q4: 280,827 shares; 2025Q1: 247,719 shares; 2025Q2: 262,016 shares; 2025Q3: 270,368 shares 270,368 $7.26M 0.86% +8,352 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,772 shares; 2024Q4: 51,587 shares; 2025Q1: 61,618 shares; 2025Q2: 65,841 shares; 2025Q3: 67,977 shares 67,977 $7.03M 0.83% +2,136 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,343 shares; 2024Q4: 16,153 shares; 2025Q1: 15,213 shares; 2025Q2: 15,151 shares; 2025Q3: 13,603 shares 13,603 $6.52M 0.77% -1,548 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,096 shares; 2024Q4: 100,416 shares; 2025Q1: 107,963 shares; 2025Q2: 113,912 shares; 2025Q3: 121,746 shares 121,746 $6.21M 0.73% +7,834 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,000 shares; 2024Q4: 108,454 shares; 2025Q1: 136,651 shares; 2025Q2: 169,347 shares; 2025Q3: 200,017 shares 200,017 $6.18M 0.73% +30,670 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,769 shares; 2024Q4: 32,841 shares; 2025Q1: 30,165 shares; 2025Q2: 29,910 shares; 2025Q3: 29,320 shares 29,320 $6.12M 0.72% -590 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,574 shares; 2025Q2: 83,553 shares; 2025Q3: 88,126 shares 88,126 $6.07M 0.72% +4,573 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,884 shares; 2024Q4: 46,701 shares; 2025Q1: 46,938 shares; 2025Q2: 48,856 shares; 2025Q3: 48,452 shares 48,452 $6M 0.71% -404 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,647 shares; 2025Q2: 92,688 shares; 2025Q3: 82,358 shares 82,358 $5.78M 0.68% -10,330 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,651 shares; 2024Q4: 11,875 shares; 2025Q1: 9,162 shares; 2025Q2: 9,262 shares; 2025Q3: 8,521 shares 8,521 $5.7M 0.67% -741 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,298 shares; 2024Q4: 45,934 shares; 2025Q1: 50,362 shares; 2025Q2: 56,503 shares; 2025Q3: 58,310 shares 58,310 $5.64M 0.67% +1,807 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,834 shares; 2024Q4: 18,903 shares; 2025Q1: 18,040 shares; 2025Q2: 18,026 shares; 2025Q3: 17,648 shares 17,648 $5.57M 0.66% -378 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,815 shares; 2024Q4: 55,308 shares; 2025Q1: 50,790 shares; 2025Q2: 50,870 shares; 2025Q3: 50,728 shares 50,728 $5.23M 0.62% -142 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,075 shares; 2024Q4: 40,681 shares; 2025Q1: 46,270 shares; 2025Q2: 51,034 shares; 2025Q3: 52,451 shares 52,451 $5.22M 0.62% +1,417 Timeline JMID JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141,812 shares; 2025Q2: 158,252 shares; 2025Q3: 169,959 shares 169,959 $5.13M 0.61% +11,707 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 4,705 shares; 2025Q1: 4,220 shares; 2025Q2: 4,074 shares; 2025Q3: 3,972 shares 3,972 $4.76M 0.56% -102 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,211 shares; 2024Q4: 48,093 shares; 2025Q1: 44,089 shares; 2025Q2: 50,909 shares; 2025Q3: 50,351 shares 50,351 $4.69M 0.55% -558 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,228 shares; 2024Q4: 14,483 shares; 2025Q1: 13,659 shares; 2025Q2: 14,078 shares; 2025Q3: 13,690 shares 13,690 $4.67M 0.55% -388 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,625 shares; 2024Q4: 9,950 shares; 2025Q1: 9,852 shares; 2025Q2: 10,098 shares; 2025Q3: 9,176 shares 9,176 $4.61M 0.54% -922 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 9,342 shares; 2025Q1: 9,307 shares; 2025Q2: 9,255 shares; 2025Q3: 7,363 shares 7,363 $4.51M 0.53% -1,892 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,681 shares; 2024Q4: 106,248 shares; 2025Q1: 92,886 shares; 2025Q2: 106,564 shares; 2025Q3: 110,275 shares 110,275 $4.46M 0.53% +3,711 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,145 shares; 2025Q2: 54,782 shares; 2025Q3: 55,017 shares 55,017 $4.3M 0.51% +235 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,089 shares; 2024Q4: 10,283 shares; 2025Q1: 10,621 shares; 2025Q2: 12,793 shares; 2025Q3: 12,499 shares 12,499 $4.12M 0.49% -294 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,777 shares; 2024Q4: 26,225 shares; 2025Q1: 25,571 shares; 2025Q2: 24,673 shares; 2025Q3: 24,529 shares 24,529 $4.1M 0.48% -144 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,432 shares; 2024Q4: 234,423 shares; 2025Q1: 167,583 shares; 2025Q2: 150,436 shares; 2025Q3: 133,528 shares 133,528 $4.08M 0.48% -16,908 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,674 shares; 2024Q4: 13,531 shares; 2025Q1: 13,453 shares; 2025Q2: 12,795 shares; 2025Q3: 11,967 shares 11,967 $3.93M 0.46% -828 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,989 shares; 2024Q4: 29,488 shares; 2025Q1: 21,829 shares; 2025Q2: 21,962 shares; 2025Q3: 20,993 shares 20,993 $3.91M 0.46% -969 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,295 shares; 2024Q4: 14,309 shares; 2025Q1: 14,309 shares; 2025Q2: 13,973 shares; 2025Q3: 13,982 shares 13,982 $3.91M 0.46% +9 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,533 shares; 2024Q4: 10,736 shares; 2025Q1: 10,535 shares; 2025Q2: 10,841 shares; 2025Q3: 13,382 shares 13,382 $3.76M 0.44% +2,541 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,679 shares; 2025Q2: 46,584 shares; 2025Q3: 49,117 shares 49,117 $3.67M 0.43% +2,533 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,180 shares 57,180 $3.52M 0.42% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,878 shares; 2024Q4: 12,125 shares; 2025Q1: 12,120 shares; 2025Q2: 12,444 shares; 2025Q3: 14,008 shares 14,008 $3.39M 0.4% +1,564 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,080 shares; 2024Q4: 50,471 shares; 2025Q1: 49,756 shares; 2025Q2: 50,997 shares; 2025Q3: 50,191 shares 50,191 $3.28M 0.39% -806 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,980 shares; 2025Q2: 66,825 shares; 2025Q3: 64,357 shares 64,357 $3.26M 0.38% -2,468 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,251 shares; 2024Q4: 17,237 shares; 2025Q1: 16,448 shares; 2025Q2: 16,405 shares; 2025Q3: 15,606 shares 15,606 $3.18M 0.38% -799 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,943 shares; 2024Q4: 35,954 shares; 2025Q1: 47,057 shares; 2025Q2: 60,638 shares; 2025Q3: 59,706 shares 59,706 $3.01M 0.36% -932 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,927 shares; 2024Q4: 19,221 shares; 2025Q1: 18,785 shares; 2025Q2: 18,612 shares; 2025Q3: 18,483 shares 18,483 $2.87M 0.34% -129 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,953 shares; 2024Q4: 55,722 shares; 2025Q1: 54,914 shares; 2025Q2: 55,256 shares; 2025Q3: 55,576 shares 55,576 $2.87M 0.34% +320 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,806 shares; 2024Q4: 11,248 shares; 2025Q1: 11,699 shares; 2025Q2: 11,491 shares; 2025Q3: 11,628 shares 11,628 $2.83M 0.33% +137 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,389 shares; 2024Q4: 12,013 shares; 2025Q1: 12,167 shares; 2025Q2: 12,065 shares; 2025Q3: 12,044 shares 12,044 $2.79M 0.33% -21 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,563 shares; 2024Q4: 45,642 shares; 2025Q1: 42,457 shares; 2025Q2: 41,688 shares; 2025Q3: 39,920 shares 39,920 $2.73M 0.32% -1,768 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,226 shares; 2024Q4: 14,217 shares; 2025Q1: 14,896 shares; 2025Q2: 14,870 shares; 2025Q3: 14,512 shares 14,512 $2.69M 0.32% -358 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,021 shares; 2024Q4: 17,589 shares; 2025Q1: 17,492 shares; 2025Q2: 17,512 shares; 2025Q3: 17,439 shares 17,439 $2.68M 0.32% -73 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 6,338 shares; 2025Q1: 6,503 shares; 2025Q2: 6,562 shares; 2025Q3: 4,914 shares 4,914 $2.45M 0.29% -1,648 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 9,340 shares; 2025Q1: 9,386 shares; 2025Q2: 9,344 shares; 2025Q3: 9,479 shares 9,479 $2.38M 0.28% +135 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,132 shares; 2024Q4: 21,697 shares; 2025Q1: 21,488 shares; 2025Q2: 22,240 shares; 2025Q3: 20,964 shares 20,964 $2.36M 0.28% -1,276 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,818 shares; 2024Q4: 69,112 shares; 2025Q1: 54,915 shares; 2025Q2: 54,861 shares; 2025Q3: 54,454 shares 54,454 $2.34M 0.28% -407 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 5,343 shares; 2025Q1: 5,098 shares; 2025Q2: 5,103 shares; 2025Q3: 4,992 shares 4,992 $2.32M 0.27% -111 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,660 shares; 2024Q4: 42,618 shares; 2025Q1: 35,130 shares; 2025Q2: 34,323 shares; 2025Q3: 33,742 shares 33,742 $2.31M 0.27% -581 Timeline ETHV VANECK ETHEREUM TR More: the full row for VANECK ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,378 shares 37,378 $2.28M 0.27% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,255 shares; 2024Q4: 24,689 shares; 2025Q1: 22,818 shares; 2025Q2: 22,627 shares; 2025Q3: 20,189 shares 20,189 $2.23M 0.26% -2,438 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,424 shares; 2024Q4: 68,178 shares; 2025Q1: 48,320 shares; 2025Q2: 50,860 shares; 2025Q3: 49,683 shares 49,683 $2.21M 0.26% -1,177 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,351 shares; 2024Q4: 78,278 shares; 2025Q1: 32,344 shares; 2025Q2: 32,861 shares; 2025Q3: 32,754 shares 32,754 $2.21M 0.26% -107 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,749 shares; 2025Q1: 65,952 shares; 2025Q2: 73,188 shares; 2025Q3: 69,149 shares 69,149 $2.21M 0.26% -4,039 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,275 shares; 2024Q4: 11,166 shares; 2025Q1: 13,985 shares; 2025Q2: 13,960 shares; 2025Q3: 13,739 shares 13,739 $2.18M 0.26% -221 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,960 shares; 2024Q4: 12,140 shares; 2025Q1: 12,209 shares; 2025Q2: 12,091 shares; 2025Q3: 12,710 shares 12,710 $2.11M 0.25% +619 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,526 shares; 2024Q4: 63,243 shares; 2025Q1: 55,820 shares; 2025Q2: 58,138 shares; 2025Q3: 58,135 shares 58,135 $2.11M 0.25% -3 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,984 shares; 2024Q4: 12,801 shares; 2025Q1: 12,704 shares; 2025Q2: 16,426 shares; 2025Q3: 16,384 shares 16,384 $2.1M 0.25% -42 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,704 shares; 2024Q4: 10,888 shares; 2025Q1: 10,484 shares; 2025Q2: 10,340 shares; 2025Q3: 10,171 shares 10,171 $2.07M 0.24% -169 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,986 shares; 2024Q4: 23,036 shares; 2025Q1: 23,036 shares; 2025Q2: 22,963 shares; 2025Q3: 22,963 shares 22,963 $2.06M 0.24% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,957 shares; 2024Q4: 5,777 shares; 2025Q1: 5,703 shares; 2025Q2: 7,379 shares; 2025Q3: 7,290 shares 7,290 $2.04M 0.24% -89 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,195 shares; 2024Q4: 5,313 shares; 2025Q1: 5,252 shares; 2025Q2: 5,257 shares; 2025Q3: 5,327 shares 5,327 $1.99M 0.24% +70 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,542 shares; 2024Q4: 34,632 shares; 2025Q1: 44,277 shares; 2025Q2: 46,527 shares; 2025Q3: 42,973 shares 42,973 $1.95M 0.23% -3,554 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,463 shares; 2024Q4: 6,342 shares; 2025Q1: 6,304 shares; 2025Q2: 6,244 shares; 2025Q3: 6,819 shares 6,819 $1.92M 0.23% +575 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 4,179 shares; 2025Q1: 4,099 shares; 2025Q2: 4,060 shares; 2025Q3: 3,935 shares 3,935 $1.92M 0.23% -125 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,406 shares; 2024Q4: 33,452 shares; 2025Q1: 33,099 shares; 2025Q2: 33,213 shares; 2025Q3: 31,762 shares 31,762 $1.88M 0.22% -1,451 IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,872 shares; 2024Q4: 16,711 shares; 2025Q1: 16,345 shares; 2025Q2: 16,183 shares; 2025Q3: 15,747 shares 15,747 $1.87M 0.22% -436 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,394 shares; 2024Q4: 4,408 shares; 2025Q1: 4,372 shares; 2025Q2: 5,111 shares; 2025Q3: 5,223 shares 5,223 $1.86M 0.22% +112 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,183 shares; 2024Q4: 6,947 shares; 2025Q1: 6,170 shares; 2025Q2: 6,179 shares; 2025Q3: 6,183 shares 6,183 $1.84M 0.22% +4 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,355 shares; 2024Q4: 18,875 shares; 2025Q1: 20,035 shares; 2025Q2: 19,910 shares; 2025Q3: 19,258 shares 19,258 $1.83M 0.22% -652 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,824 shares; 2024Q4: 47,010 shares; 2025Q1: 43,378 shares; 2025Q2: 42,381 shares; 2025Q3: 41,429 shares 41,429 $1.82M 0.21% -952 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,238 shares; 2024Q4: 60,060 shares; 2025Q1: 63,326 shares; 2025Q2: 65,000 shares; 2025Q3: 64,439 shares 64,439 $1.82M 0.21% -561 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,356 shares; 2024Q4: 9,037 shares; 2025Q1: 9,306 shares; 2025Q2: 10,226 shares; 2025Q3: 9,869 shares 9,869 $1.8M 0.21% -357 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,287 shares; 2024Q4: 73,636 shares; 2025Q1: 57,417 shares; 2025Q2: 57,349 shares; 2025Q3: 57,114 shares 57,114 $1.69M 0.2% -235 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,594 shares; 2024Q4: 11,030 shares; 2025Q1: 11,133 shares; 2025Q2: 11,240 shares; 2025Q3: 10,974 shares 10,974 $1.63M 0.19% -266 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,072 shares; 2025Q1: 1,156 shares; 2025Q2: 2,603 shares; 2025Q3: 2,609 shares 2,609 $1.6M 0.19% +6 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,704 shares; 2024Q4: 1,727 shares; 2025Q1: 1,691 shares; 2025Q2: 1,685 shares; 2025Q3: 1,711 shares 1,711 $1.58M 0.19% +26 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,410 shares; 2024Q4: 37,288 shares; 2025Q1: 35,596 shares; 2025Q2: 48,573 shares; 2025Q3: 48,297 shares 48,297 $1.54M 0.18% -276 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 5,945 shares; 2025Q1: 5,964 shares; 2025Q2: 5,964 shares; 2025Q3: 4,947 shares 4,947 $1.52M 0.18% -1,017 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,445 shares; 2024Q4: 32,970 shares; 2025Q1: 32,970 shares; 2025Q2: 32,970 shares; 2025Q3: 32,970 shares 32,970 $1.47M 0.17% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,506 shares; 2024Q4: 17,425 shares; 2025Q1: 15,965 shares; 2025Q2: 15,278 shares; 2025Q3: 14,864 shares 14,864 $1.46M 0.17% -414 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,029 shares; 2024Q4: 13,745 shares; 2025Q1: 13,949 shares; 2025Q2: 13,685 shares; 2025Q3: 13,209 shares 13,209 $1.45M 0.17% -476 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,841 shares; 2024Q4: 17,657 shares; 2025Q1: 11,563 shares; 2025Q2: 10,683 shares; 2025Q3: 8,505 shares 8,505 $1.43M 0.17% -2,178 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,726 shares; 2025Q1: 2,603 shares; 2025Q2: 2,540 shares; 2025Q3: 2,511 shares 2,511 $1.43M 0.17% -29 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,510 shares; 2024Q4: 16,967 shares; 2025Q1: 14,181 shares; 2025Q2: 14,180 shares; 2025Q3: 13,640 shares 13,640 $1.43M 0.17% -540 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,659 shares; 2024Q4: 12,198 shares; 2025Q1: 7,936 shares; 2025Q2: 7,917 shares; 2025Q3: 7,513 shares 7,513 $1.43M 0.17% -404 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,707 shares; 2024Q4: 30,707 shares; 2025Q1: 30,764 shares; 2025Q2: 31,010 shares; 2025Q3: 31,046 shares 31,046 $1.42M 0.17% +36 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 3,184 shares; 2025Q1: 4,863 shares; 2025Q2: 5,979 shares; 2025Q3: 6,303 shares 6,303 $1.41M 0.17% +324 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,551 shares; 2024Q4: 8,247 shares; 2025Q1: 8,173 shares; 2025Q2: 10,750 shares; 2025Q3: 10,706 shares 10,706 $1.4M 0.17% -44 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,096 shares; 2024Q4: 37,858 shares; 2025Q1: 33,888 shares; 2025Q2: 32,800 shares; 2025Q3: 31,700 shares 31,700 $1.39M 0.16% -1,100 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: 15,345 shares; 2025Q1: 15,278 shares; 2025Q2: 14,837 shares; 2025Q3: 14,597 shares 14,597 $1.38M 0.16% -240 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,437 shares; 2024Q4: 14,345 shares; 2025Q1: 14,239 shares; 2025Q2: 13,787 shares; 2025Q3: 13,775 shares 13,775 $1.38M 0.16% -12 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,127 shares; 2024Q4: 27,865 shares; 2025Q1: 29,761 shares; 2025Q2: 29,634 shares; 2025Q3: 29,616 shares 29,616 $1.35M 0.16% -18 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,215 shares; 2024Q4: 4,016 shares; 2025Q1: 3,898 shares; 2025Q2: 3,901 shares; 2025Q3: 3,903 shares 3,903 $1.33M 0.16% +2 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,037 shares; 2024Q4: 18,268 shares; 2025Q1: 18,974 shares; 2025Q2: 18,637 shares; 2025Q3: 17,502 shares 17,502 $1.32M 0.16% -1,135 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,042 shares; 2024Q4: 8,863 shares; 2025Q1: 8,693 shares; 2025Q2: 8,387 shares; 2025Q3: 8,131 shares 8,131 $1.32M 0.16% -256 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 3,458 shares; 2025Q1: 3,476 shares; 2025Q2: 3,514 shares; 2025Q3: 3,562 shares 3,562 $1.32M 0.16% +48 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 2,535 shares; 2025Q1: 2,480 shares; 2025Q2: 2,748 shares; 2025Q3: 1,707 shares 1,707 $1.3M 0.15% -1,041 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 3,209 shares; 2025Q1: 3,098 shares; 2025Q2: 3,027 shares; 2025Q3: 2,903 shares 2,903 $1.3M 0.15% -124 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 1,827 shares; 2025Q1: 1,641 shares; 2025Q2: 6,748 shares; 2025Q3: 6,653 shares 6,653 $1.29M 0.15% -95 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,291 shares; 2024Q4: 11,256 shares; 2025Q1: 10,734 shares; 2025Q2: 10,517 shares; 2025Q3: 10,546 shares 10,546 $1.29M 0.15% +29 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,661 shares; 2024Q4: 21,041 shares; 2025Q1: 18,318 shares; 2025Q2: 18,938 shares; 2025Q3: 18,938 shares 18,938 $1.28M 0.15% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,452 shares; 2024Q4: 5,848 shares; 2025Q1: 5,751 shares; 2025Q2: 5,761 shares; 2025Q3: 5,798 shares 5,798 $1.28M 0.15% +37 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,378 shares; 2025Q1: 1,336 shares; 2025Q2: 1,364 shares; 2025Q3: 1,342 shares 1,342 $1.28M 0.15% -22 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 4,768 shares; 2025Q1: 5,727 shares; 2025Q2: 5,794 shares; 2025Q3: 5,887 shares 5,887 $1.24M 0.15% +93 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,331 shares; 2024Q4: 5,312 shares; 2025Q1: 5,223 shares; 2025Q2: 5,213 shares; 2025Q3: 5,163 shares 5,163 $1.24M 0.15% -50 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 1,470 shares; 2025Q1: 1,558 shares; 2025Q2: 1,783 shares; 2025Q3: 1,801 shares 1,801 $1.23M 0.15% +18 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 2,879 shares; 2025Q1: 4,835 shares; 2025Q2: 6,365 shares; 2025Q3: 6,427 shares 6,427 $1.2M 0.14% +62 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,339 shares; 2025Q1: 1,308 shares; 2025Q2: 1,332 shares; 2025Q3: 1,238 shares 1,238 $1.2M 0.14% -94 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,286 shares; 2024Q4: 21,088 shares; 2025Q1: 16,286 shares; 2025Q2: 16,242 shares; 2025Q3: 15,235 shares 15,235 $1.19M 0.14% -1,007 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,003 shares; 2024Q4: 12,890 shares; 2025Q1: 12,810 shares; 2025Q2: 12,647 shares; 2025Q3: 11,671 shares 11,671 $1.17M 0.14% -976 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 5,624 shares; 2025Q1: 5,636 shares; 2025Q2: 5,550 shares; 2025Q3: 5,546 shares 5,546 $1.16M 0.14% -4 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,276 shares; 2024Q4: 8,171 shares; 2025Q1: 8,150 shares; 2025Q2: 10,796 shares; 2025Q3: 10,132 shares 10,132 $1.14M 0.13% -664 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,806 shares; 2024Q4: 8,468 shares; 2025Q1: 8,163 shares; 2025Q2: 8,414 shares; 2025Q3: 8,466 shares 8,466 $1.13M 0.13% +52 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,674 shares; 2024Q4: 41,386 shares; 2025Q1: 41,526 shares; 2025Q2: 42,251 shares; 2025Q3: 35,639 shares 35,639 $1.12M 0.13% -6,612 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,175 shares; 2025Q1: 2,033 shares; 2025Q2: 1,907 shares; 2025Q3: 2,303 shares 2,303 $1.12M 0.13% +396 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,269 shares; 2024Q4: 24,738 shares; 2025Q1: 20,815 shares; 2025Q2: 19,482 shares; 2025Q3: 19,362 shares 19,362 $1.11M 0.13% -120 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,283 shares; 2024Q4: 12,668 shares; 2025Q1: 14,797 shares; 2025Q2: 15,833 shares; 2025Q3: 17,019 shares 17,019 $1.11M 0.13% +1,186 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,941 shares; 2024Q4: 14,637 shares; 2025Q1: 10,613 shares; 2025Q2: 10,652 shares; 2025Q3: 10,799 shares 10,799 $1.1M 0.13% +147 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,614 shares; 2024Q4: 10,311 shares; 2025Q1: 10,614 shares; 2025Q2: 10,749 shares; 2025Q3: 16,081 shares 16,081 $1.09M 0.13% +5,332 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 3,034 shares; 2025Q1: 3,043 shares; 2025Q2: 3,059 shares; 2025Q3: 3,354 shares 3,354 $1.07M 0.13% +295 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: 4,023 shares; 2025Q1: 3,976 shares; 2025Q2: 3,990 shares; 2025Q3: 3,938 shares 3,938 $1.07M 0.13% -52 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,537 shares; 2025Q1: 1,519 shares; 2025Q2: 1,476 shares; 2025Q3: 1,384 shares 1,384 $1.07M 0.13% -92 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,503 shares; 2024Q4: 44,441 shares; 2025Q1: 40,901 shares; 2025Q2: 46,869 shares; 2025Q3: 45,927 shares 45,927 $1.07M 0.13% -942 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 3,456 shares; 2025Q1: 3,645 shares; 2025Q2: 3,587 shares; 2025Q3: 3,555 shares 3,555 $1.07M 0.13% -32 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,891 shares; 2024Q4: 7,620 shares; 2025Q1: 7,617 shares; 2025Q2: 7,617 shares; 2025Q3: 7,515 shares 7,515 $1.06M 0.13% -102 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,892 shares; 2024Q4: 23,037 shares; 2025Q1: 23,637 shares; 2025Q2: 23,328 shares; 2025Q3: 21,020 shares 21,020 $1.06M 0.13% -2,308 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,905 shares; 2024Q4: 24,458 shares; 2025Q1: 20,196 shares; 2025Q2: 14,661 shares; 2025Q3: 12,508 shares 12,508 $1.05M 0.12% -2,153 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,191 shares; 2025Q1: 2,483 shares; 2025Q2: 2,595 shares; 2025Q3: 2,589 shares 2,589 $1.05M 0.12% -6 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,266 shares; 2024Q4: 3,903 shares; 2025Q1: 3,767 shares; 2025Q2: 3,434 shares; 2025Q3: 3,689 shares 3,689 $1.04M 0.12% +255 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 6,231 shares; 2025Q1: 6,169 shares; 2025Q2: 6,106 shares; 2025Q3: 4,332 shares 4,332 $1.03M 0.12% -1,774 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,161 shares; 2024Q4: 8,779 shares; 2025Q1: 9,810 shares; 2025Q2: 16,686 shares; 2025Q3: 16,390 shares 16,390 $1.02M 0.12% -296 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,128 shares; 2024Q4: 7,689 shares; 2025Q1: 7,484 shares; 2025Q2: 7,506 shares; 2025Q3: 7,472 shares 7,472 $1.01M 0.12% -34 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,939 shares; 2024Q4: 8,439 shares; 2025Q1: 12,693 shares; 2025Q2: 12,524 shares; 2025Q3: 12,280 shares 12,280 $1M 0.12% -244 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,806 shares; 2024Q4: 4,733 shares; 2025Q1: 4,600 shares; 2025Q2: 4,965 shares; 2025Q3: 4,935 shares 4,935 $995K 0.12% -30 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,292 shares; 2024Q4: 15,908 shares; 2025Q1: 23,134 shares; 2025Q2: 21,629 shares; 2025Q3: 19,489 shares 19,489 $983K 0.12% -2,140 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,286 shares 3,286 $974K 0.11% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,281 shares; 2024Q4: 22,311 shares; 2025Q1: 22,311 shares; 2025Q2: 22,302 shares; 2025Q3: 22,302 shares 22,302 $945K 0.11% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,206 shares; 2025Q2: 7,677 shares; 2025Q3: 7,589 shares 7,589 $939K 0.11% -88 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,659 shares; 2024Q4: 16,122 shares; 2025Q1: 15,528 shares; 2025Q2: 15,491 shares; 2025Q3: 13,747 shares 13,747 $925K 0.11% -1,744 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,081 shares; 2024Q4: 32,012 shares; 2025Q1: 31,613 shares; 2025Q2: 32,278 shares; 2025Q3: 32,589 shares 32,589 $923K 0.11% +311 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,401 shares; 2024Q4: 24,217 shares; 2025Q1: 24,174 shares; 2025Q2: 24,666 shares; 2025Q3: 24,715 shares 24,715 $918K 0.11% +49 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,478 shares; 2025Q1: 4,241 shares; 2025Q2: 3,829 shares; 2025Q3: 2,600 shares 2,600 $898K 0.11% -1,229 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,582 shares; 2025Q1: 2,463 shares; 2025Q2: 2,566 shares; 2025Q3: 2,579 shares 2,579 $893K 0.11% +13 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,213 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,741 shares; 2025Q3: 10,575 shares 10,575 $892K 0.11% -166 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,019 shares; 2025Q1: 1,016 shares; 2025Q2: 1,087 shares; 2025Q3: 1,110 shares 1,110 $870K 0.1% +23 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 7,387 shares; 2025Q1: 13,251 shares; 2025Q2: 18,815 shares; 2025Q3: 16,673 shares 16,673 $851K 0.1% -2,142 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,691 shares; 2024Q4: 4,526 shares; 2025Q1: 4,235 shares; 2025Q2: 4,111 shares; 2025Q3: 3,943 shares 3,943 $843K 0.1% -168 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,068 shares; 2025Q2: 1,296 shares; 2025Q3: 1,703 shares 1,703 $840K 0.1% +407 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 3,510 shares; 2025Q1: 3,333 shares; 2025Q2: 3,401 shares; 2025Q3: 3,271 shares 3,271 $832K 0.1% -130 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,622 shares; 2024Q4: 8,485 shares; 2025Q1: 8,528 shares; 2025Q2: 8,664 shares; 2025Q3: 8,679 shares 8,679 $829K 0.1% +15 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,634 shares; 2024Q4: 6,290 shares; 2025Q1: 5,858 shares; 2025Q2: 6,025 shares; 2025Q3: 5,385 shares 5,385 $812K 0.1% -640 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 4,062 shares; 2025Q1: 4,030 shares; 2025Q2: 4,099 shares; 2025Q3: 3,975 shares 3,975 $807K 0.1% -124 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,568 shares 10,568 $799K 0.09% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 3,899 shares; 2025Q1: 3,881 shares; 2025Q2: 3,955 shares; 2025Q3: 3,949 shares 3,949 $793K 0.09% -6 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 1,379 shares; 2025Q1: 1,376 shares; 2025Q2: 1,087 shares; 2025Q3: 1,105 shares 1,105 $793K 0.09% +18 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,545 shares; 2024Q4: 9,504 shares; 2025Q1: 9,810 shares; 2025Q2: 10,016 shares; 2025Q3: 9,417 shares 9,417 $789K 0.09% -599 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: 2,686 shares; 2025Q1: 2,677 shares; 2025Q2: 2,599 shares; 2025Q3: 2,579 shares 2,579 $784K 0.09% -20 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,552 shares; 2024Q4: 15,751 shares; 2025Q1: 15,499 shares; 2025Q2: 15,487 shares; 2025Q3: 14,516 shares 14,516 $782K 0.09% -971 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,619 shares; 2024Q4: 5,196 shares; 2025Q1: 5,503 shares; 2025Q2: 5,578 shares; 2025Q3: 5,617 shares 5,617 $779K 0.09% +39 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,066 shares; 2025Q1: 1,939 shares; 2025Q2: 1,980 shares; 2025Q3: 1,845 shares 1,845 $779K 0.09% -135 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,440 shares; 2024Q4: 11,458 shares; 2025Q1: 11,584 shares; 2025Q2: 12,443 shares; 2025Q3: 11,578 shares 11,578 $776K 0.09% -865 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,947 shares; 2025Q2: 5,072 shares; 2025Q3: 5,410 shares 5,410 $767K 0.09% +338 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,911 shares; 2024Q4: 5,614 shares; 2025Q1: 5,531 shares; 2025Q2: 5,337 shares; 2025Q3: 5,364 shares 5,364 $762K 0.09% +27 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,394 shares; 2024Q4: 20,439 shares; 2025Q1: 20,464 shares; 2025Q2: 20,122 shares; 2025Q3: 19,437 shares 19,437 $762K 0.09% -685 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.09% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,364 shares; 2025Q1: 2,373 shares; 2025Q2: 2,409 shares; 2025Q3: 2,391 shares 2,391 $747K 0.09% -18 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,554 shares; 2025Q1: 2,339 shares; 2025Q2: 2,342 shares; 2025Q3: 2,474 shares 2,474 $744K 0.09% +132 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,091 shares; 2024Q4: 6,162 shares; 2025Q1: 4,534 shares; 2025Q2: 4,542 shares; 2025Q3: 4,402 shares 4,402 $742K 0.09% -140 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,476 shares; 2024Q4: 4,987 shares; 2025Q1: 5,039 shares; 2025Q2: 4,969 shares; 2025Q3: 5,262 shares 5,262 $739K 0.09% +293 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,232 shares; 2025Q1: 1,173 shares; 2025Q2: 1,075 shares; 2025Q3: 1,028 shares 1,028 $739K 0.09% -47 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,622 shares; 2024Q4: 3,413 shares; 2025Q1: 3,384 shares; 2025Q2: 3,358 shares; 2025Q3: 3,346 shares 3,346 $735K 0.09% -12 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,333 shares; 2024Q4: 10,394 shares; 2025Q1: 7,995 shares; 2025Q2: 8,217 shares; 2025Q3: 8,192 shares 8,192 $732K 0.09% -25 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 399 shares; 2025Q1: 398 shares; 2025Q2: 406 shares; 2025Q3: 381 shares 381 $728K 0.09% -25 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,807 shares 21,807 $715K 0.08% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,646 shares; 2024Q4: 6,478 shares; 2025Q1: 6,517 shares; 2025Q2: 6,749 shares; 2025Q3: 6,242 shares 6,242 $715K 0.08% -507 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,628 shares; 2024Q4: 8,930 shares; 2025Q1: 8,022 shares; 2025Q2: 7,973 shares; 2025Q3: 7,126 shares 7,126 $713K 0.08% -847 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,405 shares; 2025Q3: 15,405 shares 15,405 $705K 0.08% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,482 shares; 2024Q4: 22,545 shares; 2025Q1: 36,333 shares; 2025Q2: 37,372 shares; 2025Q3: 36,566 shares 36,566 $700K 0.08% -806 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,623 shares; 2025Q1: 2,423 shares; 2025Q2: 2,371 shares; 2025Q3: 2,288 shares 2,288 $699K 0.08% -83 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,692 shares; 2024Q4: 20,529 shares; 2025Q1: 21,640 shares; 2025Q2: 21,728 shares; 2025Q3: 21,412 shares 21,412 $698K 0.08% -316 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,163 shares; 2025Q3: 5,528 shares 5,528 $697K 0.08% +365 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,718 shares; 2024Q4: 26,937 shares; 2025Q1: 19,349 shares; 2025Q2: 12,634 shares; 2025Q3: 9,096 shares 9,096 $695K 0.08% -3,538 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 2,925 shares; 2025Q1: not reported; 2025Q2: 2,752 shares; 2025Q3: 2,799 shares 2,799 $686K 0.08% +47 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,736 shares; 2024Q4: 11,892 shares; 2025Q1: 11,734 shares; 2025Q2: 10,882 shares; 2025Q3: 9,997 shares 9,997 $686K 0.08% -885 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,243 shares; 2025Q1: 15,243 shares; 2025Q2: 15,243 shares; 2025Q3: 15,000 shares 15,000 $678K 0.08% -243 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,928 shares; 2024Q4: 8,928 shares; 2025Q1: 8,928 shares; 2025Q2: 8,928 shares; 2025Q3: 9,514 shares 9,514 $674K 0.08% +586 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,155 shares; 2025Q3: 3,157 shares 3,157 $671K 0.08% +2 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 1,384 shares; 2025Q3: 1,397 shares 1,397 $664K 0.08% +13 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,700 shares; 2025Q3: 6,162 shares 6,162 $664K 0.08% -1,538 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,377 shares; 2024Q4: 9,670 shares; 2025Q1: 9,670 shares; 2025Q2: 9,327 shares; 2025Q3: 7,763 shares 7,763 $656K 0.08% -1,564 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,440 shares; 2025Q3: 3,402 shares 3,402 $656K 0.08% -38 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,444 shares; 2024Q4: 4,294 shares; 2025Q1: 4,037 shares; 2025Q2: 3,974 shares; 2025Q3: 3,174 shares 3,174 $655K 0.08% -800 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 7,823 shares; 2025Q1: 8,842 shares; 2025Q2: 8,966 shares; 2025Q3: 10,744 shares 10,744 $649K 0.08% +1,778 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 775 shares; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: 862 shares 862 $644K 0.08% +528 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,667 shares; 2025Q1: 1,574 shares; 2025Q2: 804 shares; 2025Q3: 806 shares 806 $642K 0.08% +2 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,109 shares; 2024Q4: 5,425 shares; 2025Q1: 5,366 shares; 2025Q2: 5,366 shares; 2025Q3: 5,306 shares 5,306 $641K 0.08% -60 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,697 shares; 2025Q1: 15,735 shares; 2025Q2: 16,256 shares; 2025Q3: 16,128 shares 16,128 $636K 0.08% -128 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,279 shares; 2024Q4: 20,558 shares; 2025Q1: 20,314 shares; 2025Q2: 20,314 shares; 2025Q3: 20,314 shares 20,314 $633K 0.07% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,678 shares; 2024Q4: 2,589 shares; 2025Q1: 2,969 shares; 2025Q2: 3,067 shares; 2025Q3: 3,158 shares 3,158 $624K 0.07% +91 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,109 shares; 2024Q4: 9,698 shares; 2025Q1: 9,679 shares; 2025Q2: 9,585 shares; 2025Q3: 9,414 shares 9,414 $622K 0.07% -171 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,218 shares; 2025Q1: 4,186 shares; 2025Q2: 4,492 shares; 2025Q3: 5,091 shares 5,091 $618K 0.07% +599 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,136 shares 3,136 $614K 0.07% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,652 shares; 2024Q4: 6,521 shares; 2025Q1: 3,246 shares; 2025Q2: 3,263 shares; 2025Q3: 3,029 shares 3,029 $607K 0.07% -234 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 4,464 shares; 2025Q1: 4,325 shares; 2025Q2: 6,754 shares; 2025Q3: 7,157 shares 7,157 $605K 0.07% +403 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 2,127 shares; 2025Q1: 2,130 shares; 2025Q2: 2,251 shares; 2025Q3: 2,239 shares 2,239 $605K 0.07% -12 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,327 shares; 2025Q1: 1,317 shares; 2025Q2: 1,330 shares; 2025Q3: 1,318 shares 1,318 $602K 0.07% -12 Timeline CHPS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,994 shares 14,994 $598K 0.07% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,499 shares; 2025Q1: 3,014 shares; 2025Q2: 3,126 shares; 2025Q3: 3,124 shares 3,124 $590K 0.07% -2 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 6,283 shares; 2025Q1: 7,606 shares; 2025Q2: 7,515 shares; 2025Q3: 6,113 shares 6,113 $590K 0.07% -1,402 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,538 shares; 2024Q4: 7,325 shares; 2025Q1: 6,933 shares; 2025Q2: 6,806 shares; 2025Q3: 5,702 shares 5,702 $588K 0.07% -1,104 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,775 shares; 2024Q4: 10,239 shares; 2025Q1: 6,776 shares; 2025Q2: 6,618 shares; 2025Q3: 6,616 shares 6,616 $578K 0.07% -2 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,741 shares; 2024Q4: 35,227 shares; 2025Q1: 26,041 shares; 2025Q2: 24,338 shares; 2025Q3: 22,650 shares 22,650 $577K 0.07% -1,688 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,303 shares 4,303 $576K 0.07% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,419 shares; 2024Q4: 11,597 shares; 2025Q1: 11,410 shares; 2025Q2: 12,155 shares; 2025Q3: 12,066 shares 12,066 $570K 0.07% -89 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,739 shares 7,739 $565K 0.07% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,093 shares; 2025Q2: 5,102 shares; 2025Q3: 5,072 shares 5,072 $563K 0.07% -30 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,278 shares; 2024Q4: 18,694 shares; 2025Q1: 9,476 shares; 2025Q2: 11,314 shares; 2025Q3: 12,162 shares 12,162 $561K 0.07% +848 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,843 shares; 2024Q4: 19,585 shares; 2025Q1: 13,357 shares; 2025Q2: 12,584 shares; 2025Q3: 12,375 shares 12,375 $558K 0.07% -209 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,674 shares; 2025Q1: 3,792 shares; 2025Q2: 3,386 shares; 2025Q3: 3,448 shares 3,448 $558K 0.07% +62 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,148 shares; 2025Q3: 6,101 shares 6,101 $555K 0.07% -47 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 5,570 shares; 2025Q1: 5,599 shares; 2025Q2: 5,766 shares; 2025Q3: 5,674 shares 5,674 $547K 0.06% -92 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,864 shares; 2024Q4: 21,864 shares; 2025Q1: 21,704 shares; 2025Q2: 21,704 shares; 2025Q3: 21,004 shares 21,004 $547K 0.06% -700 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,806 shares; 2024Q4: 15,243 shares; 2025Q1: 8,053 shares; 2025Q2: 8,542 shares; 2025Q3: 7,312 shares 7,312 $545K 0.06% -1,230 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,119 shares 6,119 $543K 0.06% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,583 shares; 2024Q4: 1,263 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,136 shares 1,136 $542K 0.06% +2 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,807 shares; 2025Q2: 6,866 shares; 2025Q3: 7,368 shares 7,368 $541K 0.06% +502 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,569 shares; 2024Q4: 13,962 shares; 2025Q1: 11,439 shares; 2025Q2: 14,548 shares; 2025Q3: 14,218 shares 14,218 $537K 0.06% -330 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,701 shares; 2024Q4: 5,606 shares; 2025Q1: 5,606 shares; 2025Q2: 5,606 shares; 2025Q3: 4,870 shares 4,870 $535K 0.06% -736 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,305 shares; 2025Q2: 1,352 shares; 2025Q3: 1,356 shares 1,356 $529K 0.06% +4 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,448 shares; 2024Q4: 64,214 shares; 2025Q1: 71,947 shares; 2025Q2: 50,042 shares; 2025Q3: 58,780 shares 58,780 $529K 0.06% +8,738 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,337 shares 1,337 $524K 0.06% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 662 shares; 2025Q1: 630 shares; 2025Q2: 636 shares; 2025Q3: 568 shares 568 $523K 0.06% -68 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,007 shares; 2024Q4: 3,775 shares; 2025Q1: 3,263 shares; 2025Q2: 3,158 shares; 2025Q3: 2,836 shares 2,836 $521K 0.06% -322 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 8,203 shares; 2025Q1: 7,892 shares; 2025Q2: 7,812 shares; 2025Q3: 6,912 shares 6,912 $519K 0.06% -900 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: 1,367 shares; 2025Q3: 1,376 shares 1,376 $519K 0.06% +9 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,271 shares; 2024Q4: 4,276 shares; 2025Q1: 4,180 shares; 2025Q2: 4,208 shares; 2025Q3: 2,185 shares 2,185 $516K 0.06% -2,023 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,775 shares; 2025Q1: 1,835 shares; 2025Q2: 1,880 shares; 2025Q3: 1,877 shares 1,877 $514K 0.06% -3 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 103 shares; 2025Q1: 102 shares; 2025Q2: 96 shares; 2025Q3: 95 shares 95 $513K 0.06% -1 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,001 shares; 2024Q4: 8,370 shares; 2025Q1: 25,358 shares; 2025Q2: 29,959 shares; 2025Q3: 14,066 shares 14,066 $511K 0.06% -15,893 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,504 shares; 2025Q1: 2,422 shares; 2025Q2: 2,472 shares; 2025Q3: 2,367 shares 2,367 $511K 0.06% -105 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,511 shares; 2025Q2: 6,863 shares; 2025Q3: 6,932 shares 6,932 $507K 0.06% +69 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,833 shares; 2024Q4: 3,829 shares; 2025Q1: 3,821 shares; 2025Q2: 3,900 shares; 2025Q3: 3,893 shares 3,893 $502K 0.06% -7 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 1,413 shares; 2025Q2: 1,449 shares; 2025Q3: 1,497 shares 1,497 $493K 0.06% +48 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,803 shares; 2025Q1: 2,501 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares 2,817 $492K 0.06% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,848 shares; 2025Q2: 5,082 shares; 2025Q3: 5,082 shares 5,082 $491K 0.06% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,015 shares; 2025Q3: 4,010 shares 4,010 $485K 0.06% -5 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,044 shares; 2024Q4: 11,948 shares; 2025Q1: 9,981 shares; 2025Q2: 10,369 shares; 2025Q3: 8,242 shares 8,242 $471K 0.06% -2,127 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,618 shares; 2025Q3: 5,590 shares 5,590 $470K 0.06% +1,972 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,590 shares; 2025Q1: 2,126 shares; 2025Q2: 1,482 shares; 2025Q3: 1,322 shares 1,322 $466K 0.06% -160 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,468 shares; 2024Q4: 7,408 shares; 2025Q1: 7,613 shares; 2025Q2: 7,370 shares; 2025Q3: 7,130 shares 7,130 $462K 0.05% -240 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,796 shares; 2025Q1: 2,829 shares; 2025Q2: 3,007 shares; 2025Q3: 3,192 shares 3,192 $461K 0.05% +185 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,308 shares; 2024Q4: 12,196 shares; 2025Q1: 10,820 shares; 2025Q2: 10,820 shares; 2025Q3: 10,370 shares 10,370 $461K 0.05% -450 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,750 shares; 2025Q1: 1,634 shares; 2025Q2: 1,641 shares; 2025Q3: 1,483 shares 1,483 $459K 0.05% -158 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,802 shares; 2024Q4: 5,488 shares; 2025Q1: 5,598 shares; 2025Q2: 5,604 shares; 2025Q3: 3,565 shares 3,565 $458K 0.05% -2,039 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 3,288 shares; 2025Q1: 3,287 shares; 2025Q2: 3,287 shares; 2025Q3: 3,259 shares 3,259 $456K 0.05% -28 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,508 shares; 2025Q3: 3,182 shares 3,182 $456K 0.05% -326 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,690 shares; 2024Q4: 9,606 shares; 2025Q1: 9,062 shares; 2025Q2: 5,499 shares; 2025Q3: 5,075 shares 5,075 $455K 0.05% -424 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: 7,215 shares; 2025Q1: 7,126 shares; 2025Q2: 6,983 shares; 2025Q3: 6,747 shares 6,747 $447K 0.05% -236 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,249 shares; 2024Q4: 22,043 shares; 2025Q1: 29,938 shares; 2025Q2: 25,511 shares; 2025Q3: 4,861 shares 4,861 $446K 0.05% -20,650 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,439 shares; 2024Q4: 6,770 shares; 2025Q1: 5,013 shares; 2025Q2: 4,435 shares; 2025Q3: 4,389 shares 4,389 $440K 0.05% -46 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 24,887 shares; 2025Q1: 15,656 shares; 2025Q2: 15,656 shares; 2025Q3: 15,656 shares 15,656 $437K 0.05% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 2,318 shares; 2025Q1: 1,597 shares; 2025Q2: 1,518 shares; 2025Q3: 1,482 shares 1,482 $435K 0.05% -36 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 2,105 shares; 2025Q3: 1,890 shares 1,890 $434K 0.05% -215 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,045 shares; 2025Q3: 32,943 shares 32,943 $434K 0.05% -102 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 963 shares; 2025Q1: 910 shares; 2025Q2: 873 shares; 2025Q3: 868 shares 868 $433K 0.05% -5 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 3,019 shares; 2025Q1: not reported; 2025Q2: 2,032 shares; 2025Q3: 3,022 shares 3,022 $431K 0.05% +990 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 5,593 shares; 2025Q1: 5,279 shares; 2025Q2: 5,046 shares; 2025Q3: 4,975 shares 4,975 $429K 0.05% -71 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,795 shares; 2025Q2: 20,367 shares; 2025Q3: 21,216 shares 21,216 $429K 0.05% +849 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 4,680 shares; 2025Q1: 4,710 shares; 2025Q2: 4,613 shares; 2025Q3: 5,083 shares 5,083 $425K 0.05% +470 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,084 shares; 2025Q1: 3,783 shares; 2025Q2: 2,932 shares; 2025Q3: 2,904 shares 2,904 $423K 0.05% -28 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,483 shares 5,483 $416K 0.05% new Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,880 shares; 2024Q4: 8,880 shares; 2025Q1: 8,880 shares; 2025Q2: 8,880 shares; 2025Q3: 8,880 shares 8,880 $403K 0.05% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,093 shares 2,093 $396K 0.05% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,199 shares; 2024Q4: 6,556 shares; 2025Q1: 6,496 shares; 2025Q2: 6,519 shares; 2025Q3: 5,608 shares 5,608 $382K 0.05% -911 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,926 shares; 2024Q4: 5,144 shares; 2025Q1: 5,632 shares; 2025Q2: 5,694 shares; 2025Q3: 5,546 shares 5,546 $375K 0.04% -148 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,443 shares; 2024Q4: 2,081 shares; 2025Q1: 1,908 shares; 2025Q2: 1,908 shares; 2025Q3: 1,881 shares 1,881 $368K 0.04% -27 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,049 shares; 2024Q4: 6,092 shares; 2025Q1: 5,422 shares; 2025Q2: 4,823 shares; 2025Q3: 4,519 shares 4,519 $364K 0.04% -304 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,716 shares; 2025Q1: not reported; 2025Q2: 2,166 shares; 2025Q3: 2,172 shares 2,172 $363K 0.04% +6 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,374 shares; 2024Q4: 13,149 shares; 2025Q1: 12,610 shares; 2025Q2: 13,013 shares; 2025Q3: 15,341 shares 15,341 $359K 0.04% +2,328 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,207 shares; 2024Q4: 5,207 shares; 2025Q1: 5,207 shares; 2025Q2: 5,207 shares; 2025Q3: 4,543 shares 4,543 $356K 0.04% -664 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,251 shares; 2025Q3: 4,254 shares 4,254 $350K 0.04% +3 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 4,891 shares; 2025Q1: 4,712 shares; 2025Q2: 3,850 shares; 2025Q3: 2,349 shares 2,349 $344K 0.04% -1,501 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,822 shares 1,822 $341K 0.04% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,655 shares; 2025Q1: 1,691 shares; 2025Q2: 2,422 shares; 2025Q3: 1,223 shares 1,223 $334K 0.04% -1,199 Timeline XWIAX WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,345 shares; 2024Q4: 44,345 shares; 2025Q1: 44,345 shares; 2025Q2: 41,845 shares; 2025Q3: 38,470 shares 38,470 $324K 0.04% -3,375 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,515 shares; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares 1,515 $317K 0.04% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 2,278 shares; 2025Q3: 2,278 shares 2,278 $317K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 570 shares; 2025Q2: 639 shares; 2025Q3: 623 shares 623 $306K 0.04% -16 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,148 shares; 2025Q3: 7,148 shares 7,148 $304K 0.04% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,290 shares; 2024Q4: 13,149 shares; 2025Q1: 14,056 shares; 2025Q2: 13,972 shares; 2025Q3: 13,185 shares 13,185 $302K 0.04% -787 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,394 shares 2,394 $301K 0.04% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,695 shares; 2025Q1: 1,699 shares; 2025Q2: 1,705 shares; 2025Q3: 1,706 shares 1,706 $298K 0.04% +1 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 10,147 shares; 2025Q1: 9,917 shares; 2025Q2: 9,964 shares; 2025Q3: 9,430 shares 9,430 $295K 0.03% -534 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,088 shares; 2025Q3: 6,106 shares 6,106 $293K 0.03% +18 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 5,740 shares; 2025Q1: 4,374 shares; 2025Q2: 3,225 shares; 2025Q3: 3,048 shares 3,048 $291K 0.03% -177 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 929 shares; 2025Q1: 939 shares; 2025Q2: 982 shares; 2025Q3: 991 shares 991 $291K 0.03% +9 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 2,215 shares; 2025Q1: 2,017 shares; 2025Q2: 2,011 shares; 2025Q3: 1,992 shares 1,992 $290K 0.03% -19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,456 shares; 2025Q1: 3,456 shares; 2025Q2: 3,456 shares; 2025Q3: 3,456 shares 3,456 $288K 0.03% 0 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,667 shares; 2024Q4: 9,062 shares; 2025Q1: 8,815 shares; 2025Q2: 9,005 shares; 2025Q3: 7,907 shares 7,907 $287K 0.03% -1,098 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 3,347 shares; 2025Q1: 3,347 shares; 2025Q2: 3,347 shares; 2025Q3: 3,289 shares 3,289 $287K 0.03% -58 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,055 shares; 2024Q4: 17,971 shares; 2025Q1: 17,363 shares; 2025Q2: 16,592 shares; 2025Q3: 16,630 shares 16,630 $285K 0.03% +38 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 3,637 shares; 2025Q1: 3,437 shares; 2025Q2: 3,437 shares; 2025Q3: 3,138 shares 3,138 $283K 0.03% -299 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 123 shares; 2025Q1: 119 shares; 2025Q2: 124 shares; 2025Q3: 120 shares 120 $280K 0.03% -4 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,906 shares; 2024Q4: 4,660 shares; 2025Q1: 2,209 shares; 2025Q2: 2,199 shares; 2025Q3: 2,255 shares 2,255 $280K 0.03% +56 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,710 shares; 2024Q4: 12,408 shares; 2025Q1: 12,183 shares; 2025Q2: 12,305 shares; 2025Q3: 8,459 shares 8,459 $278K 0.03% -3,846 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,945 shares 1,945 $277K 0.03% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 2,748 shares; 2025Q1: 2,604 shares; 2025Q2: 2,653 shares; 2025Q3: 1,113 shares 1,113 $274K 0.03% -1,540 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 761 shares; 2025Q1: 776 shares; 2025Q2: 763 shares; 2025Q3: 766 shares 766 $273K 0.03% +3 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,460 shares; 2025Q1: 6,518 shares; 2025Q2: 6,219 shares; 2025Q3: 5,482 shares 5,482 $273K 0.03% -737 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 5,185 shares; 2025Q1: 5,135 shares; 2025Q2: 5,178 shares; 2025Q3: 4,769 shares 4,769 $271K 0.03% -409 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: not reported; 2025Q1: 806 shares; 2025Q2: 826 shares; 2025Q3: 826 shares 826 $267K 0.03% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,932 shares; 2024Q4: 7,944 shares; 2025Q1: 6,761 shares; 2025Q2: 3,768 shares; 2025Q3: 4,307 shares 4,307 $265K 0.03% +539 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,799 shares; 2024Q4: 5,826 shares; 2025Q1: 5,834 shares; 2025Q2: 5,894 shares; 2025Q3: 3,722 shares 3,722 $265K 0.03% -2,172 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,651 shares; 2024Q4: 5,173 shares; 2025Q1: 3,801 shares; 2025Q2: 3,755 shares; 2025Q3: 2,950 shares 2,950 $264K 0.03% -805 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,848 shares; 2025Q2: 27,871 shares; 2025Q3: 23,247 shares 23,247 $261K 0.03% -4,624 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: 2,314 shares; 2025Q3: 2,422 shares 2,422 $261K 0.03% +108 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 2,204 shares; 2025Q1: 2,004 shares; 2025Q2: 2,004 shares; 2025Q3: 2,005 shares 2,005 $260K 0.03% +1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,499 shares; 2024Q4: 10,079 shares; 2025Q1: 10,812 shares; 2025Q2: 10,412 shares; 2025Q3: 7,745 shares 7,745 $260K 0.03% -2,667 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,216 shares; 2025Q2: 1,216 shares; 2025Q3: 1,217 shares 1,217 $260K 0.03% +1 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 696 shares 696 $254K 0.03% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,731 shares; 2025Q1: 4,750 shares; 2025Q2: 4,775 shares; 2025Q3: 4,797 shares 4,797 $251K 0.03% +22 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,932 shares; 2025Q1: 9,941 shares; 2025Q2: 12,491 shares; 2025Q3: 9,741 shares 9,741 $250K 0.03% -2,750 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 897 shares; 2025Q1: 940 shares; 2025Q2: 919 shares; 2025Q3: 750 shares 750 $249K 0.03% -169 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,553 shares; 2024Q4: 9,494 shares; 2025Q1: 6,677 shares; 2025Q2: 6,427 shares; 2025Q3: 3,419 shares 3,419 $247K 0.03% -3,008 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,807 shares; 2024Q4: 4,807 shares; 2025Q1: 4,807 shares; 2025Q2: 4,062 shares; 2025Q3: 4,062 shares 4,062 $246K 0.03% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,767 shares; 2024Q4: 3,161 shares; 2025Q1: 2,885 shares; 2025Q2: not reported; 2025Q3: 3,308 shares 3,308 $246K 0.03% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 830 shares; 2025Q1: 859 shares; 2025Q2: 881 shares; 2025Q3: 860 shares 860 $243K 0.03% -21 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,051 shares; 2024Q4: 4,618 shares; 2025Q1: 4,773 shares; 2025Q2: 4,779 shares; 2025Q3: 4,742 shares 4,742 $239K 0.03% -37 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,929 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,966 shares 1,966 $236K 0.03% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,897 shares; 2024Q4: 5,566 shares; 2025Q1: 5,641 shares; 2025Q2: 5,684 shares; 2025Q3: 2,335 shares 2,335 $235K 0.03% -3,349 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,357 shares; 2024Q4: 37,117 shares; 2025Q1: 15,482 shares; 2025Q2: 15,724 shares; 2025Q3: 15,540 shares 15,540 $234K 0.03% -184 Timeline FUBO FUBOTV INC More: the full row for FUBOTV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,941 shares; 2024Q4: 49,372 shares; 2025Q1: 25,116 shares; 2025Q2: 45,922 shares; 2025Q3: 55,908 shares 55,908 $232K 0.03% +9,986 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 765 shares; 2025Q1: 713 shares; 2025Q2: 747 shares; 2025Q3: 667 shares 667 $230K 0.03% -80 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,951 shares; 2024Q4: 8,296 shares; 2025Q1: 8,328 shares; 2025Q2: 7,992 shares; 2025Q3: 7,992 shares 7,992 $230K 0.03% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 487 shares; 2025Q3: 491 shares 491 $230K 0.03% +4 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares 211 $228K 0.03% new Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,097 shares; 2024Q4: 7,149 shares; 2025Q1: 7,057 shares; 2025Q2: 7,057 shares; 2025Q3: 5,134 shares 5,134 $227K 0.03% -1,923 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,215 shares; 2025Q3: 1,137 shares 1,137 $225K 0.03% -78 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,392 shares; 2025Q1: 2,546 shares; 2025Q2: 2,523 shares; 2025Q3: 2,019 shares 2,019 $225K 0.03% -504 Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 3,867 shares; 2025Q1: 3,836 shares; 2025Q2: 4,000 shares; 2025Q3: 3,918 shares 3,918 $224K 0.03% -82 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,761 shares; 2024Q4: 10,049 shares; 2025Q1: 11,193 shares; 2025Q2: 11,195 shares; 2025Q3: 8,256 shares 8,256 $222K 0.03% -2,939 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,928 shares; 2024Q4: 9,021 shares; 2025Q1: 9,191 shares; 2025Q2: 10,538 shares; 2025Q3: 8,388 shares 8,388 $220K 0.03% -2,150 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,639 shares 1,639 $220K 0.03% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: not reported; 2025Q2: 1,566 shares; 2025Q3: 1,566 shares 1,566 $219K 0.03% 0 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 3,652 shares; 2025Q1: 3,653 shares; 2025Q2: 3,116 shares; 2025Q3: 3,042 shares 3,042 $218K 0.03% -74 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 6,750 shares; 2025Q1: not reported; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares 3,050 $218K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,598 shares; 2024Q4: 10,337 shares; 2025Q1: 10,321 shares; 2025Q2: not reported; 2025Q3: 8,167 shares 8,167 $216K 0.03% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,184 shares; 2024Q4: 6,194 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,949 shares 5,949 $210K 0.02% new Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,843 shares; 2024Q4: 25,663 shares; 2025Q1: 25,663 shares; 2025Q2: 25,663 shares; 2025Q3: 25,663 shares 25,663 $210K 0.02% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 1,095 shares 1,095 $209K 0.02% -57 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,539 shares 2,539 $208K 0.02% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279 shares; 2025Q3: 295 shares 295 $206K 0.02% +16 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares 2,694 $205K 0.02% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,728 shares 7,728 $204K 0.02% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 2,480 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,093 shares 2,093 $201K 0.02% new Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,799 shares 9,799 $169K 0.02% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,685 shares 1,685 $141K 0.02% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,554 shares; 2024Q4: 13,679 shares; 2025Q1: 13,158 shares; 2025Q2: 13,158 shares; 2025Q3: 10,868 shares 10,868 $133K 0.02% -2,290 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $110K 0.01% 0 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,953 shares; 2025Q1: 11,003 shares; 2025Q2: 40,370 shares; 2025Q3: 22,076 shares 22,076 $109K 0.01% -18,294 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $30.6K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,780 shares; 2025Q2: 10,780 shares; 2025Q3: 10,780 shares 10,780 $25.1K <0.01% 0 Timeline OVID OVID THERAPEUTICS INC More: the full row for OVID THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,111 shares 11,111 $14.4K <0.01% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 8,600 shares 8,600 $10.3K <0.01% -1,400 Timeline