ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,421 shares; 2024Q4: 373,357 shares; 2025Q1: 378,650 shares; 2025Q2: 374,121 shares; 2025Q3: 377,064 shares; 2025Q4: 377,803 shares 377,803 $56.2M 8.48% +739 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,189 shares; 2024Q4: 524,562 shares; 2025Q1: 534,212 shares; 2025Q2: 458,699 shares; 2025Q3: 461,189 shares; 2025Q4: 475,656 shares 475,656 $49.3M 7.44% +14,467 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,520 shares; 2024Q4: 119,902 shares; 2025Q1: 128,733 shares; 2025Q2: 125,931 shares; 2025Q3: 126,099 shares; 2025Q4: 139,092 shares 139,092 $37.8M 5.71% +12,993 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,331 shares; 2024Q4: 164,020 shares; 2025Q1: 164,185 shares; 2025Q2: 170,695 shares; 2025Q3: 174,322 shares; 2025Q4: 179,102 shares 179,102 $34.2M 5.17% +4,780 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,291 shares; 2024Q4: 460,743 shares; 2025Q1: 493,417 shares; 2025Q2: 503,211 shares; 2025Q3: 529,857 shares; 2025Q4: 771,101 shares 771,101 $32.3M 4.88% +241,244 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,131 shares; 2024Q4: 133,880 shares; 2025Q1: 207,017 shares; 2025Q2: 210,230 shares; 2025Q3: 216,573 shares; 2025Q4: 228,720 shares 228,720 $23.3M 3.52% +12,147 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,726 shares; 2024Q4: 68,340 shares; 2025Q1: 69,422 shares; 2025Q2: 70,617 shares; 2025Q3: 72,722 shares; 2025Q4: 73,373 shares 73,373 $23M 3.47% +651 Timeline CGMS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,245 shares; 2025Q3: 11,535 shares; 2025Q4: 779,270 shares 779,270 $21.5M 3.25% +767,735 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,342 shares; 2024Q4: 91,288 shares; 2025Q1: 94,001 shares; 2025Q2: 102,818 shares; 2025Q3: 104,497 shares; 2025Q4: 105,426 shares 105,426 $20.9M 3.16% +929 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,443 shares; 2024Q4: 218,858 shares; 2025Q1: 130,793 shares; 2025Q2: 214,635 shares; 2025Q3: 232,523 shares; 2025Q4: 239,970 shares 239,970 $20.3M 3.07% +7,447 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,708 shares; 2024Q4: 135,011 shares; 2025Q1: 141,543 shares; 2025Q2: 147,407 shares; 2025Q3: 149,520 shares; 2025Q4: 152,065 shares 152,065 $18.4M 2.78% +2,545 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,559 shares; 2024Q4: 279,468 shares; 2025Q1: 288,608 shares; 2025Q2: 294,576 shares; 2025Q3: 305,234 shares; 2025Q4: 300,135 shares 300,135 $18.3M 2.76% -5,099 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,554 shares; 2024Q4: 61,144 shares; 2025Q1: 63,325 shares; 2025Q2: 64,932 shares; 2025Q3: 66,076 shares; 2025Q4: 66,327 shares 66,327 $15.3M 2.31% +251 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,052 shares; 2024Q4: 20,982 shares; 2025Q1: 20,883 shares; 2025Q2: 22,266 shares; 2025Q3: 22,712 shares; 2025Q4: 22,368 shares 22,368 $14.8M 2.23% -344 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,439 shares; 2024Q4: 22,112 shares; 2025Q1: 23,426 shares; 2025Q2: 24,165 shares; 2025Q3: 24,546 shares; 2025Q4: 24,614 shares 24,614 $11.9M 1.8% +68 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,869 shares; 2024Q4: 46,048 shares; 2025Q1: 56,216 shares; 2025Q2: 57,152 shares; 2025Q3: 63,686 shares; 2025Q4: 58,435 shares 58,435 $10.9M 1.65% -5,251 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,060 shares; 2024Q4: 20,902 shares; 2025Q1: 20,581 shares; 2025Q2: 21,753 shares; 2025Q3: 19,519 shares; 2025Q4: 16,397 shares 16,397 $8.24M 1.24% -3,122 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,414 shares; 2024Q4: 22,021 shares; 2025Q1: 22,132 shares; 2025Q2: 22,424 shares; 2025Q3: 22,932 shares; 2025Q4: 22,733 shares 22,733 $7.33M 1.11% -199 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,560 shares; 2024Q4: 90,866 shares; 2025Q1: 104,207 shares; 2025Q2: 112,976 shares; 2025Q3: 115,172 shares; 2025Q4: 119,066 shares 119,066 $6.86M 1.04% +3,894 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,380 shares; 2024Q4: 23,988 shares; 2025Q1: 24,640 shares; 2025Q2: 26,567 shares; 2025Q3: 23,513 shares; 2025Q4: 18,821 shares 18,821 $6.51M 0.98% -4,692 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,265 shares; 2024Q4: 140,687 shares; 2025Q1: 142,757 shares; 2025Q2: 141,763 shares; 2025Q3: 139,713 shares; 2025Q4: 139,265 shares 139,265 $6.27M 0.95% -448 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,907 shares; 2024Q4: 16,826 shares; 2025Q1: 14,629 shares; 2025Q2: 13,319 shares; 2025Q3: 13,189 shares; 2025Q4: 13,007 shares 13,007 $5.85M 0.88% -182 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,635 shares; 2024Q4: 82,194 shares; 2025Q1: 112,813 shares; 2025Q2: 119,325 shares; 2025Q3: 121,753 shares; 2025Q4: 125,628 shares 125,628 $5.78M 0.87% +3,875 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,559 shares; 2024Q4: 5,486 shares; 2025Q1: 5,718 shares; 2025Q2: 5,772 shares; 2025Q3: 5,874 shares; 2025Q4: 5,794 shares 5,794 $5M 0.75% -80 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,300 shares; 2024Q4: 15,222 shares; 2025Q1: 15,407 shares; 2025Q2: 15,599 shares; 2025Q3: 15,519 shares; 2025Q4: 15,473 shares 15,473 $4.86M 0.73% -46 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,413 shares; 2024Q4: 21,028 shares; 2025Q1: 21,782 shares; 2025Q2: 21,447 shares; 2025Q3: 21,439 shares; 2025Q4: 20,495 shares 20,495 $4.39M 0.66% -944 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,684 shares; 2024Q4: 12,433 shares; 2025Q1: 12,456 shares; 2025Q2: 12,459 shares; 2025Q3: 12,086 shares; 2025Q4: 11,904 shares 11,904 $4.17M 0.63% -182 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,426 shares; 2024Q4: 41,639 shares; 2025Q1: 27,417 shares; 2025Q2: 48,157 shares; 2025Q3: 49,625 shares; 2025Q4: 54,272 shares 54,272 $4.08M 0.62% +4,647 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 757 shares; 2025Q1: 759 shares; 2025Q2: 767 shares; 2025Q3: 761 shares; 2025Q4: 754 shares 754 $4.04M 0.61% -7 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,168 shares; 2024Q4: 37,595 shares; 2025Q1: 33,489 shares; 2025Q2: 34,340 shares; 2025Q3: 34,382 shares; 2025Q4: 35,352 shares 35,352 $4.02M 0.61% +970 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,211 shares; 2024Q4: 2,820 shares; 2025Q1: 4,219 shares; 2025Q2: 4,222 shares; 2025Q3: 4,322 shares; 2025Q4: 41,655 shares 41,655 $3.91M 0.59% +37,333 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,997 shares; 2024Q4: 20,227 shares; 2025Q1: 20,504 shares; 2025Q2: 21,011 shares; 2025Q3: 21,371 shares; 2025Q4: 21,279 shares 21,279 $3.8M 0.57% -92 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 1,690 shares; 2025Q1: 1,772 shares; 2025Q2: 5,933 shares; 2025Q3: 6,233 shares; 2025Q4: 6,103 shares 6,103 $3.75M 0.57% -130 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,278 shares; 2025Q3: 93,651 shares; 2025Q4: 111,520 shares 111,520 $3.4M 0.51% +17,869 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,909 shares; 2025Q3: 68,181 shares; 2025Q4: 91,759 shares 91,759 $3.38M 0.51% +23,578 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,166 shares; 2025Q3: 18,789 shares; 2025Q4: 27,608 shares 27,608 $3.36M 0.51% +8,819 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,576 shares; 2024Q4: 8,750 shares; 2025Q1: 9,003 shares; 2025Q2: 9,030 shares; 2025Q3: 9,194 shares; 2025Q4: 9,122 shares 9,122 $3.08M 0.47% -72 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,463 shares; 2024Q4: 34,124 shares; 2025Q1: 61,290 shares; 2025Q2: 59,591 shares; 2025Q3: 63,360 shares; 2025Q4: 60,051 shares 60,051 $3.04M 0.46% -3,309 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,896 shares; 2024Q4: 9,708 shares; 2025Q1: not reported; 2025Q2: 23,462 shares; 2025Q3: 137,381 shares; 2025Q4: 137,944 shares 137,944 $2.9M 0.44% +563 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,412 shares 10,412 $2.51M 0.38% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,336 shares; 2024Q4: 8,806 shares; 2025Q1: 9,076 shares; 2025Q2: 9,987 shares; 2025Q3: 10,300 shares; 2025Q4: 10,322 shares 10,322 $2.5M 0.38% +22 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,485 shares; 2024Q4: 11,621 shares; 2025Q1: 11,361 shares; 2025Q2: 11,468 shares; 2025Q3: 11,078 shares; 2025Q4: 10,565 shares 10,565 $2.41M 0.36% -513 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,822 shares; 2024Q4: 17,064 shares; 2025Q1: 17,459 shares; 2025Q2: 17,977 shares; 2025Q3: 18,708 shares; 2025Q4: 19,818 shares 19,818 $2.37M 0.36% +1,110 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,991 shares 35,991 $2.35M 0.36% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,283 shares; 2024Q4: 18,879 shares; 2025Q1: 18,789 shares; 2025Q2: 21,397 shares; 2025Q3: 19,392 shares; 2025Q4: 17,341 shares 17,341 $2.35M 0.36% -2,051 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,656 shares; 2024Q4: 139,004 shares; 2025Q1: 112,873 shares; 2025Q2: 116,075 shares; 2025Q3: 102,516 shares; 2025Q4: 94,329 shares 94,329 $2.34M 0.35% -8,187 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,072 shares; 2024Q4: 34,461 shares; 2025Q1: 34,388 shares; 2025Q2: 34,437 shares; 2025Q3: 33,870 shares; 2025Q4: 33,391 shares 33,391 $2.33M 0.35% -479 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,776 shares; 2024Q4: 20,056 shares; 2025Q1: 20,087 shares; 2025Q2: 27,608 shares; 2025Q3: 28,195 shares; 2025Q4: 26,320 shares 26,320 $2.33M 0.35% -1,875 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,575 shares; 2024Q4: 71,112 shares; 2025Q1: 71,899 shares; 2025Q2: 69,795 shares; 2025Q3: 62,579 shares; 2025Q4: 56,500 shares 56,500 $2.3M 0.35% -6,079 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,699 shares; 2024Q4: 7,214 shares; 2025Q1: 7,456 shares; 2025Q2: 7,307 shares; 2025Q3: 7,237 shares; 2025Q4: 7,256 shares 7,256 $2.22M 0.33% +19 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,890 shares; 2024Q4: 79,680 shares; 2025Q1: 81,573 shares; 2025Q2: 87,615 shares; 2025Q3: 88,733 shares; 2025Q4: 87,724 shares 87,724 $2.21M 0.33% -1,009 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,083 shares; 2024Q4: 6,147 shares; 2025Q1: 6,290 shares; 2025Q2: 6,531 shares; 2025Q3: 6,690 shares; 2025Q4: 6,725 shares 6,725 $2.2M 0.33% +35 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,146 shares; 2024Q4: 24,196 shares; 2025Q1: 26,200 shares; 2025Q2: 27,016 shares; 2025Q3: 27,161 shares; 2025Q4: 27,044 shares 27,044 $2.2M 0.33% -117 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,752 shares; 2024Q4: 28,370 shares; 2025Q1: 29,254 shares; 2025Q2: 30,027 shares; 2025Q3: 30,922 shares; 2025Q4: 29,373 shares 29,373 $2.16M 0.33% -1,549 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,333 shares; 2025Q1: 4,818 shares; 2025Q2: 6,544 shares; 2025Q3: 6,712 shares; 2025Q4: 6,395 shares 6,395 $2.14M 0.32% -317 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,855 shares; 2024Q4: 15,814 shares; 2025Q1: 15,893 shares; 2025Q2: 15,759 shares; 2025Q3: 15,337 shares; 2025Q4: 14,792 shares 14,792 $2.12M 0.32% -545 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,470 shares; 2025Q1: 19,233 shares; 2025Q2: 21,170 shares; 2025Q3: 21,666 shares; 2025Q4: 21,909 shares 21,909 $2.11M 0.32% +243 Timeline CGCB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 641,012 shares; 2025Q1: 706,058 shares; 2025Q2: 718,467 shares; 2025Q3: 755,559 shares; 2025Q4: 79,124 shares 79,124 $2.1M 0.32% -676,435 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,355 shares; 2024Q4: 21,064 shares; 2025Q1: 21,512 shares; 2025Q2: 21,127 shares; 2025Q3: 21,347 shares; 2025Q4: 21,562 shares 21,562 $2.07M 0.31% +215 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,952 shares; 2025Q3: 36,952 shares; 2025Q4: 36,952 shares 36,952 $2.02M 0.31% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,727 shares; 2024Q4: 15,815 shares; 2025Q1: 29,624 shares; 2025Q2: 24,915 shares; 2025Q3: 20,066 shares; 2025Q4: 19,332 shares 19,332 $1.94M 0.29% -734 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,460 shares; 2024Q4: 32,176 shares; 2025Q1: 29,468 shares; 2025Q2: 28,990 shares; 2025Q3: 28,854 shares; 2025Q4: 28,160 shares 28,160 $1.86M 0.28% -694 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,125 shares; 2024Q4: 20,220 shares; 2025Q1: 38,159 shares; 2025Q2: 35,077 shares; 2025Q3: 36,535 shares; 2025Q4: 36,799 shares 36,799 $1.85M 0.28% +264 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,453 shares; 2024Q4: 6,517 shares; 2025Q1: 6,646 shares; 2025Q2: 6,741 shares; 2025Q3: 6,741 shares; 2025Q4: 6,883 shares 6,883 $1.82M 0.28% +142 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,492 shares; 2025Q1: 3,564 shares; 2025Q2: 6,308 shares; 2025Q3: 6,575 shares; 2025Q4: 6,993 shares 6,993 $1.81M 0.27% +418 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,902 shares; 2024Q4: 34,216 shares; 2025Q1: 36,837 shares; 2025Q2: 38,970 shares; 2025Q3: 37,764 shares; 2025Q4: 27,702 shares 27,702 $1.76M 0.27% -10,062 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,639 shares; 2025Q3: 7,953 shares; 2025Q4: 9,852 shares 9,852 $1.73M 0.26% +1,899 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,700 shares; 2025Q1: 11,484 shares; 2025Q2: 12,365 shares; 2025Q3: 12,923 shares; 2025Q4: 13,508 shares 13,508 $1.7M 0.26% +585 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,248 shares; 2024Q4: 16,155 shares; 2025Q1: 15,155 shares; 2025Q2: 15,225 shares; 2025Q3: 14,271 shares; 2025Q4: 13,591 shares 13,591 $1.63M 0.25% -680 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,167 shares; 2024Q4: 14,105 shares; 2025Q1: 14,567 shares; 2025Q2: 14,288 shares; 2025Q3: 14,475 shares; 2025Q4: 14,360 shares 14,360 $1.61M 0.24% -115 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,940 shares; 2025Q3: 2,766 shares; 2025Q4: 2,762 shares 2,762 $1.58M 0.24% -4 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,680 shares; 2024Q4: 16,269 shares; 2025Q1: 36,623 shares; 2025Q2: 35,321 shares; 2025Q3: 29,206 shares; 2025Q4: 30,596 shares 30,596 $1.52M 0.23% +1,390 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,695 shares; 2024Q4: 22,289 shares; 2025Q1: 22,522 shares; 2025Q2: 21,994 shares; 2025Q3: 22,001 shares; 2025Q4: 21,606 shares 21,606 $1.5M 0.23% -395 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,208 shares; 2024Q4: 6,374 shares; 2025Q1: 6,485 shares; 2025Q2: 6,546 shares; 2025Q3: 6,882 shares; 2025Q4: 6,707 shares 6,707 $1.46M 0.22% -175 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,783 shares 16,783 $1.43M 0.22% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,347 shares; 2024Q4: 7,572 shares; 2025Q1: 7,578 shares; 2025Q2: 8,230 shares; 2025Q3: 8,712 shares; 2025Q4: 9,475 shares 9,475 $1.34M 0.2% +763 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,116 shares; 2025Q1: 3,167 shares; 2025Q2: 3,371 shares; 2025Q3: 3,517 shares; 2025Q4: 3,293 shares 3,293 $1.31M 0.2% -224 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,499 shares; 2025Q1: 5,852 shares; 2025Q2: 6,737 shares; 2025Q3: 7,052 shares; 2025Q4: 6,897 shares 6,897 $1.27M 0.19% -155 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,873 shares; 2024Q4: 38,380 shares; 2025Q1: 37,202 shares; 2025Q2: 36,010 shares; 2025Q3: 34,168 shares; 2025Q4: 31,769 shares 31,769 $1.24M 0.19% -2,399 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,682 shares; 2024Q4: 136,682 shares; 2025Q1: 136,682 shares; 2025Q2: 136,682 shares; 2025Q3: 136,682 shares; 2025Q4: 136,682 shares 136,682 $1.22M 0.18% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,141 shares; 2025Q1: 7,596 shares; 2025Q2: 7,688 shares; 2025Q3: 6,818 shares; 2025Q4: 6,734 shares 6,734 $1.15M 0.17% -84 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 7,548 shares; 2025Q1: 7,147 shares; 2025Q2: 7,176 shares; 2025Q3: 6,050 shares; 2025Q4: 5,855 shares 5,855 $1.14M 0.17% -195 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 448 shares; 2025Q1: not reported; 2025Q2: 1,756 shares; 2025Q3: 1,816 shares; 2025Q4: 1,818 shares 1,818 $1.14M 0.17% +2 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,584 shares; 2025Q1: 1,619 shares; 2025Q2: 1,666 shares; 2025Q3: 1,714 shares; 2025Q4: 1,707 shares 1,707 $1.13M 0.17% -7 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,643 shares; 2024Q4: 4,793 shares; 2025Q1: 4,792 shares; 2025Q2: 5,422 shares; 2025Q3: 6,571 shares; 2025Q4: 6,912 shares 6,912 $1.11M 0.17% +341 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,152 shares; 2024Q4: 13,878 shares; 2025Q1: 13,881 shares; 2025Q2: 14,084 shares; 2025Q3: 13,349 shares; 2025Q4: 13,201 shares 13,201 $1.11M 0.17% -148 Timeline BALY BALLYS CORPORATION More: the full row for BALLYS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,413 shares; 2025Q2: 63,413 shares; 2025Q3: 63,413 shares; 2025Q4: 63,413 shares 63,413 $1.05M 0.16% 0 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,713 shares; 2024Q4: 101,713 shares; 2025Q1: 101,713 shares; 2025Q2: 101,713 shares; 2025Q3: 101,713 shares; 2025Q4: 101,713 shares 101,713 $1.03M 0.15% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,684 shares; 2024Q4: 4,951 shares; 2025Q1: 5,106 shares; 2025Q2: 5,066 shares; 2025Q3: 4,953 shares; 2025Q4: 4,905 shares 4,905 $1.02M 0.15% -48 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 2,924 shares; 2025Q1: 2,932 shares; 2025Q2: 2,903 shares; 2025Q3: 3,040 shares; 2025Q4: 2,940 shares 2,940 $1.01M 0.15% -100 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 5,317 shares; 2025Q1: 5,317 shares; 2025Q2: 3,797 shares; 2025Q3: 3,797 shares; 2025Q4: 3,798 shares 3,798 $980K 0.15% +1 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,099 shares; 2025Q3: 17,910 shares; 2025Q4: 21,966 shares 21,966 $952K 0.14% +4,056 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,586 shares; 2024Q4: 8,619 shares; 2025Q1: 8,515 shares; 2025Q2: 8,442 shares; 2025Q3: 7,925 shares; 2025Q4: 7,588 shares 7,588 $913K 0.14% -337 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,611 shares; 2024Q4: 16,659 shares; 2025Q1: 17,053 shares; 2025Q2: 17,777 shares; 2025Q3: 18,515 shares; 2025Q4: 18,813 shares 18,813 $912K 0.14% +298 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 899 shares; 2025Q1: 919 shares; 2025Q2: 966 shares; 2025Q3: 864 shares; 2025Q4: 839 shares 839 $902K 0.14% -25 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,906 shares; 2024Q4: 12,320 shares; 2025Q1: 12,621 shares; 2025Q2: 13,034 shares; 2025Q3: 13,426 shares; 2025Q4: 13,381 shares 13,381 $900K 0.14% -45 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,437 shares; 2024Q4: 12,506 shares; 2025Q1: 11,279 shares; 2025Q2: 10,070 shares; 2025Q3: 9,937 shares; 2025Q4: 9,438 shares 9,438 $897K 0.14% -499 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,296 shares; 2024Q4: 8,568 shares; 2025Q1: 8,342 shares; 2025Q2: 7,634 shares; 2025Q3: 7,259 shares; 2025Q4: 6,242 shares 6,242 $896K 0.14% -1,017 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,548 shares; 2025Q3: 35,548 shares; 2025Q4: 35,548 shares 35,548 $887K 0.13% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,601 shares; 2024Q4: 9,478 shares; 2025Q1: 9,589 shares; 2025Q2: 9,626 shares; 2025Q3: 8,848 shares; 2025Q4: 8,860 shares 8,860 $885K 0.13% +12 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,112 shares; 2025Q1: 1,154 shares; 2025Q2: 1,184 shares; 2025Q3: 984 shares; 2025Q4: 985 shares 985 $866K 0.13% +1 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,116 shares; 2024Q4: 6,116 shares; 2025Q1: 6,553 shares; 2025Q2: 11,352 shares; 2025Q3: 11,475 shares; 2025Q4: 11,470 shares 11,470 $865K 0.13% -5 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,409 shares; 2024Q4: 13,188 shares; 2025Q1: 11,288 shares; 2025Q2: 10,817 shares; 2025Q3: 9,329 shares; 2025Q4: 8,497 shares 8,497 $864K 0.13% -832 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,336 shares; 2025Q3: 10,650 shares; 2025Q4: 16,158 shares 16,158 $854K 0.13% +5,508 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,239 shares; 2024Q4: 9,350 shares; 2025Q1: 9,293 shares; 2025Q2: 9,249 shares; 2025Q3: 9,137 shares; 2025Q4: 9,138 shares 9,138 $852K 0.13% +1 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,116 shares; 2025Q1: 4,093 shares; 2025Q2: 3,858 shares; 2025Q3: 3,844 shares; 2025Q4: 3,791 shares 3,791 $833K 0.13% -53 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 895 shares; 2025Q1: 1,020 shares; 2025Q2: 1,043 shares; 2025Q3: 1,168 shares; 2025Q4: 1,176 shares 1,176 $805K 0.12% +8 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,258 shares; 2024Q4: 22,069 shares; 2025Q1: 20,165 shares; 2025Q2: 19,179 shares; 2025Q3: 18,997 shares; 2025Q4: 17,977 shares 17,977 $794K 0.12% -1,020 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,356 shares; 2025Q1: 2,356 shares; 2025Q2: 2,302 shares; 2025Q3: 2,245 shares; 2025Q4: 2,135 shares 2,135 $790K 0.12% -110 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 1,784 shares; 2025Q1: 1,022 shares; 2025Q2: 962 shares; 2025Q3: 954 shares; 2025Q4: 1,141 shares 1,141 $778K 0.12% +187 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,497 shares; 2024Q4: 5,713 shares; 2025Q1: 5,621 shares; 2025Q2: 5,111 shares; 2025Q3: 4,680 shares; 2025Q4: 5,083 shares 5,083 $775K 0.12% +403 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,860 shares; 2024Q4: 12,812 shares; 2025Q1: 17,242 shares; 2025Q2: 18,868 shares; 2025Q3: 17,286 shares; 2025Q4: 14,990 shares 14,990 $757K 0.11% -2,296 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,209 shares; 2024Q4: 8,841 shares; 2025Q1: 9,443 shares; 2025Q2: 10,106 shares; 2025Q3: 12,194 shares; 2025Q4: 9,894 shares 9,894 $754K 0.11% -2,300 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,247 shares; 2025Q1: 1,247 shares; 2025Q2: 1,265 shares; 2025Q3: 1,269 shares; 2025Q4: 1,269 shares 1,269 $735K 0.11% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,502 shares; 2025Q1: 2,502 shares; 2025Q2: 2,316 shares; 2025Q3: 2,316 shares; 2025Q4: 2,316 shares 2,316 $724K 0.11% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,802 shares; 2024Q4: 11,005 shares; 2025Q1: 13,402 shares; 2025Q2: 13,463 shares; 2025Q3: 12,937 shares; 2025Q4: 12,815 shares 12,815 $705K 0.11% -122 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,132 shares; 2024Q4: 19,938 shares; 2025Q1: 20,456 shares; 2025Q2: 21,211 shares; 2025Q3: 22,211 shares; 2025Q4: 23,023 shares 23,023 $695K 0.11% +812 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 216 shares; 2025Q3: 350 shares; 2025Q4: 343 shares 343 $691K 0.1% -7 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 4,196 shares; 2025Q1: 4,196 shares; 2025Q2: 4,546 shares; 2025Q3: 4,456 shares; 2025Q4: 4,406 shares 4,406 $679K 0.1% -50 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 2,559 shares; 2025Q1: 2,624 shares; 2025Q2: 2,694 shares; 2025Q3: 2,102 shares; 2025Q4: 2,234 shares 2,234 $679K 0.1% +132 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,495 shares; 2024Q4: 11,415 shares; 2025Q1: 12,436 shares; 2025Q2: 14,107 shares; 2025Q3: 14,047 shares; 2025Q4: 13,280 shares 13,280 $672K 0.1% -767 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,317 shares; 2024Q4: 18,551 shares; 2025Q1: 28,059 shares; 2025Q2: 19,849 shares; 2025Q3: 21,085 shares; 2025Q4: 13,330 shares 13,330 $664K 0.1% -7,755 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,218 shares; 2025Q1: 1,219 shares; 2025Q2: 1,210 shares; 2025Q3: 1,128 shares; 2025Q4: 1,118 shares 1,118 $640K 0.1% -10 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,713 shares; 2024Q4: 13,242 shares; 2025Q1: 13,236 shares; 2025Q2: 12,241 shares; 2025Q3: 13,845 shares; 2025Q4: 13,849 shares 13,849 $638K 0.1% +4 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,511 shares; 2024Q4: 7,311 shares; 2025Q1: 7,084 shares; 2025Q2: 7,272 shares; 2025Q3: 7,174 shares; 2025Q4: 6,861 shares 6,861 $614K 0.09% -313 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,905 shares; 2024Q4: 10,323 shares; 2025Q1: 8,174 shares; 2025Q2: 7,863 shares; 2025Q3: 7,693 shares; 2025Q4: 7,266 shares 7,266 $612K 0.09% -427 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,255 shares; 2024Q4: 4,198 shares; 2025Q1: 4,198 shares; 2025Q2: 4,249 shares; 2025Q3: 4,249 shares; 2025Q4: 4,229 shares 4,229 $598K 0.09% -20 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 4,411 shares; 2025Q1: 4,391 shares; 2025Q2: 4,508 shares; 2025Q3: 4,385 shares; 2025Q4: 4,326 shares 4,326 $596K 0.09% -59 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,749 shares; 2025Q3: 5,749 shares; 2025Q4: 5,749 shares 5,749 $594K 0.09% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 3,965 shares; 2025Q1: 3,985 shares; 2025Q2: 4,139 shares; 2025Q3: 4,164 shares; 2025Q4: 4,123 shares 4,123 $582K 0.09% -41 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,847 shares; 2024Q4: 5,236 shares; 2025Q1: 6,041 shares; 2025Q2: 6,653 shares; 2025Q3: 6,656 shares; 2025Q4: 6,908 shares 6,908 $564K 0.09% +252 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,592 shares; 2024Q4: 18,617 shares; 2025Q1: 18,691 shares; 2025Q2: 19,162 shares; 2025Q3: 17,637 shares; 2025Q4: 15,103 shares 15,103 $551K 0.08% -2,534 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,166 shares; 2025Q1: 2,206 shares; 2025Q2: 2,568 shares; 2025Q3: 2,266 shares; 2025Q4: 2,424 shares 2,424 $546K 0.08% +158 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,891 shares; 2025Q3: 8,891 shares; 2025Q4: 9,410 shares 9,410 $539K 0.08% +519 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares; 2025Q1: 1,842 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares; 2025Q4: 1,843 shares 1,843 $532K 0.08% -1 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,062 shares; 2025Q4: 4,063 shares 4,063 $499K 0.08% +1 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 407 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares 1,056 $495K 0.07% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 4,308 shares; 2025Q1: 4,309 shares; 2025Q2: 4,366 shares; 2025Q3: 4,288 shares; 2025Q4: 3,916 shares 3,916 $491K 0.07% -372 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,643 shares; 2024Q4: 6,461 shares; 2025Q1: 6,463 shares; 2025Q2: 6,611 shares; 2025Q3: 6,366 shares; 2025Q4: 6,368 shares 6,368 $491K 0.07% +2 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,041 shares; 2025Q1: 964 shares; 2025Q2: 621 shares; 2025Q3: 633 shares; 2025Q4: 3,165 shares 3,165 $485K 0.07% +2,532 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 4,334 shares; 2025Q1: 4,535 shares; 2025Q2: 4,535 shares; 2025Q3: 4,528 shares; 2025Q4: 4,432 shares 4,432 $467K 0.07% -96 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,431 shares; 2025Q2: 1,989 shares; 2025Q3: 1,803 shares; 2025Q4: 1,807 shares 1,807 $464K 0.07% +4 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,375 shares; 2025Q1: 2,385 shares; 2025Q2: 2,413 shares; 2025Q3: 2,074 shares; 2025Q4: 2,055 shares 2,055 $436K 0.07% -19 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,230 shares; 2024Q4: 11,545 shares; 2025Q1: 11,752 shares; 2025Q2: 11,437 shares; 2025Q3: 10,948 shares; 2025Q4: 10,179 shares 10,179 $435K 0.07% -769 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,320 shares; 2025Q1: 7,848 shares; 2025Q2: 4,297 shares; 2025Q3: 4,269 shares; 2025Q4: 3,921 shares 3,921 $432K 0.07% -348 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 1,586 shares; 2025Q1: 1,503 shares; 2025Q2: 1,503 shares; 2025Q3: 1,492 shares; 2025Q4: 1,476 shares 1,476 $426K 0.06% -16 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,740 shares; 2025Q3: 2,274 shares; 2025Q4: 2,344 shares 2,344 $417K 0.06% +70 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 932 shares; 2025Q1: 932 shares; 2025Q2: 950 shares; 2025Q3: 939 shares; 2025Q4: 933 shares 933 $398K 0.06% -6 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,571 shares; 2024Q4: 12,577 shares; 2025Q1: 12,583 shares; 2025Q2: 11,213 shares; 2025Q3: 11,209 shares; 2025Q4: 8,309 shares 8,309 $397K 0.06% -2,900 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,538 shares; 2024Q4: 3,415 shares; 2025Q1: 3,392 shares; 2025Q2: 3,327 shares; 2025Q3: 3,320 shares; 2025Q4: 3,322 shares 3,322 $386K 0.06% +2 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 485 shares; 2025Q1: 459 shares; 2025Q2: 460 shares; 2025Q3: 441 shares; 2025Q4: 436 shares 436 $358K 0.05% -5 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,515 shares; 2025Q3: 24,552 shares; 2025Q4: 30,923 shares 30,923 $353K 0.05% +6,371 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 3,296 shares; 2025Q3: 3,230 shares; 2025Q4: 3,986 shares 3,986 $352K 0.05% +756 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,672 shares; 2025Q1: 1,672 shares; 2025Q2: 1,689 shares; 2025Q3: 1,564 shares; 2025Q4: 1,518 shares 1,518 $351K 0.05% -46 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,889 shares; 2025Q1: 1,892 shares; 2025Q2: 1,951 shares; 2025Q3: 1,873 shares; 2025Q4: 1,873 shares 1,873 $344K 0.05% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,909 shares; 2025Q1: 2,909 shares; 2025Q2: 2,909 shares; 2025Q3: 2,909 shares; 2025Q4: 2,769 shares 2,769 $341K 0.05% -140 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,744 shares; 2024Q4: 11,298 shares; 2025Q1: 12,392 shares; 2025Q2: 12,000 shares; 2025Q3: 10,065 shares; 2025Q4: 9,555 shares 9,555 $339K 0.05% -510 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 3,547 shares; 2025Q1: 4,055 shares; 2025Q2: 4,118 shares; 2025Q3: 4,038 shares; 2025Q4: 3,613 shares 3,613 $338K 0.05% -425 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,619 shares 7,619 $327K 0.05% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: 1,508 shares; 2025Q1: 1,791 shares; 2025Q2: 1,736 shares; 2025Q3: 1,711 shares; 2025Q4: 1,621 shares 1,621 $326K 0.05% -90 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,114 shares; 2024Q4: 15,594 shares; 2025Q1: 14,497 shares; 2025Q2: 20,928 shares; 2025Q3: 16,396 shares; 2025Q4: 12,953 shares 12,953 $323K 0.05% -3,443 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,718 shares; 2025Q1: 1,737 shares; 2025Q2: 1,911 shares; 2025Q3: 1,722 shares; 2025Q4: 1,875 shares 1,875 $321K 0.05% +153 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 888 shares; 2025Q1: 1,011 shares; 2025Q2: 1,041 shares; 2025Q3: 898 shares; 2025Q4: 884 shares 884 $310K 0.05% -14 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,755 shares; 2025Q3: 5,755 shares; 2025Q4: 5,755 shares 5,755 $304K 0.05% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,067 shares; 2024Q4: 10,734 shares; 2025Q1: 10,401 shares; 2025Q2: 10,817 shares; 2025Q3: 11,603 shares; 2025Q4: 10,163 shares 10,163 $304K 0.05% -1,440 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,148 shares; 2025Q2: 7,157 shares; 2025Q3: 7,163 shares; 2025Q4: 7,170 shares 7,170 $299K 0.05% +7 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,061 shares; 2025Q1: 1,076 shares; 2025Q2: 1,124 shares; 2025Q3: 1,121 shares; 2025Q4: 1,095 shares 1,095 $297K 0.04% -26 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,260 shares; 2025Q1: 1,263 shares; 2025Q2: 1,296 shares; 2025Q3: 1,569 shares; 2025Q4: 1,526 shares 1,526 $296K 0.04% -43 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,241 shares 4,241 $294K 0.04% new Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,406 shares; 2024Q4: 152,731 shares; 2025Q1: 146,597 shares; 2025Q2: 144,621 shares; 2025Q3: 126,516 shares; 2025Q4: 24,891 shares 24,891 $294K 0.04% -101,625 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,778 shares; 2024Q4: 65,615 shares; 2025Q1: 64,471 shares; 2025Q2: 62,734 shares; 2025Q3: 60,515 shares; 2025Q4: 52,364 shares 52,364 $293K 0.04% -8,151 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 862 shares; 2025Q3: 822 shares; 2025Q4: 822 shares 822 $289K 0.04% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 945 shares; 2025Q3: 955 shares; 2025Q4: 961 shares 961 $285K 0.04% +6 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,989 shares; 2025Q3: 5,989 shares; 2025Q4: 5,989 shares 5,989 $284K 0.04% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,353 shares; 2025Q3: 5,353 shares; 2025Q4: 5,353 shares 5,353 $282K 0.04% 0 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,459 shares; 2025Q3: 5,459 shares; 2025Q4: 5,459 shares 5,459 $280K 0.04% 0 Timeline CGHM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,912 shares 10,912 $278K 0.04% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares 1,006 $277K 0.04% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 764 shares; 2025Q1: 707 shares; 2025Q2: 978 shares; 2025Q3: 1,151 shares; 2025Q4: 837 shares 837 $276K 0.04% -314 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,695 shares; 2025Q4: 2,752 shares 2,752 $276K 0.04% +57 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,375 shares; 2024Q4: 10,385 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares; 2025Q3: 10,625 shares; 2025Q4: 10,875 shares 10,875 $271K 0.04% +250 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,454 shares; 2025Q4: 3,425 shares 3,425 $263K 0.04% -29 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,144 shares; 2024Q4: 5,144 shares; 2025Q1: 5,144 shares; 2025Q2: 4,431 shares; 2025Q3: 4,431 shares; 2025Q4: 4,431 shares 4,431 $262K 0.04% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,757 shares; 2025Q4: 3,982 shares 3,982 $255K 0.04% +225 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: 3,197 shares; 2025Q1: 3,198 shares; 2025Q2: 3,203 shares; 2025Q3: 3,176 shares; 2025Q4: 3,176 shares 3,176 $255K 0.04% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1,506 shares; 2025Q1: 1,486 shares; 2025Q2: 1,504 shares; 2025Q3: 1,303 shares; 2025Q4: 1,303 shares 1,303 $254K 0.04% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 706 shares; 2025Q1: 760 shares; 2025Q2: 802 shares; 2025Q3: 705 shares; 2025Q4: 697 shares 697 $244K 0.04% -8 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 1,034 shares; 2025Q1: 1,048 shares; 2025Q2: 1,049 shares; 2025Q3: 927 shares; 2025Q4: 928 shares 928 $244K 0.04% +1 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,367 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares 2,375 $236K 0.04% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 899 shares; 2024Q4: 920 shares; 2025Q1: 1,706 shares; 2025Q2: 1,717 shares; 2025Q3: 1,754 shares; 2025Q4: 1,699 shares 1,699 $234K 0.04% -55 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,091 shares; 2024Q4: 6,091 shares; 2025Q1: 6,145 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,256 shares 4,256 $230K 0.03% new Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,701 shares; 2024Q4: 33,701 shares; 2025Q1: 33,701 shares; 2025Q2: 33,701 shares; 2025Q3: 33,701 shares; 2025Q4: 33,701 shares 33,701 $228K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,271 shares; 2025Q4: 1,271 shares 1,271 $226K 0.03% 0 Timeline XBFZX BLACKROCK CA MUNI INC TR More: the full row for BLACKROCK CA MUNI INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,021 shares; 2024Q4: 21,021 shares; 2025Q1: 21,021 shares; 2025Q2: 21,021 shares; 2025Q3: 20,680 shares; 2025Q4: 20,673 shares 20,673 $222K 0.03% -7 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: not reported; 2025Q1: 1,504 shares; 2025Q2: 1,431 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares 1,387 $222K 0.03% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,609 shares; 2025Q4: 3,473 shares 3,473 $220K 0.03% -136 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,021 shares; 2025Q2: 4,021 shares; 2025Q3: 4,021 shares; 2025Q4: 4,021 shares 4,021 $220K 0.03% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 676 shares; 2025Q4: 654 shares 654 $220K 0.03% -22 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,229 shares; 2025Q1: 1,257 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,122 shares 1,122 $208K 0.03% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,866 shares 1,866 $208K 0.03% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,668 shares; 2025Q2: 1,855 shares; 2025Q3: 1,855 shares; 2025Q4: 1,757 shares 1,757 $206K 0.03% -98 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,592 shares 2,592 $206K 0.03% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 2,689 shares; 2025Q1: 2,642 shares; 2025Q2: 3,542 shares; 2025Q3: 2,549 shares; 2025Q4: 2,099 shares 2,099 $205K 0.03% -450 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,795 shares 1,795 $204K 0.03% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,159 shares 3,159 $204K 0.03% new Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,616 shares; 2024Q4: not reported; 2025Q1: 15,465 shares; 2025Q2: 15,465 shares; 2025Q3: 15,465 shares; 2025Q4: 15,420 shares 15,420 $177K 0.03% -45 Timeline MDV MODIV INDUSTRIAL INC More: the full row for MODIV INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,061 shares; 2024Q4: 12,061 shares; 2025Q1: 12,061 shares; 2025Q2: 12,061 shares; 2025Q3: 12,061 shares; 2025Q4: 12,061 shares 12,061 $174K 0.03% 0 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,109 shares; 2024Q4: 193,633 shares; 2025Q1: 191,560 shares; 2025Q2: 191,560 shares; 2025Q3: 191,560 shares; 2025Q4: 15,000 shares 15,000 $161K 0.02% -176,560 Timeline BORR BORR DRILLING LTD More: the full row for BORR DRILLING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,581 shares 11,581 $46.7K 0.01% new Timeline LUNG PULMONX CORP More: the full row for PULMONX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,749 shares 13,749 $30.4K <0.01% new Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,077 shares; 2025Q4: 20,075 shares 20,075 $16.5K <0.01% -2 Timeline