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: 556,304 shares; 2024Q4: 562,501 shares; 2025Q1: 634,066 shares; 2025Q2: 626,003 shares; 2025Q3: 656,319 shares; 2025Q4: 684,489 shares 684,489 $146M 7.59% +28,170 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: 1,056,304 shares; 2024Q4: 1,077,456 shares; 2025Q1: 1,082,461 shares; 2025Q2: 1,171,070 shares; 2025Q3: 1,120,983 shares; 2025Q4: 1,114,316 shares 1,114,316 $138M 7.19% -6,667 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: 884,913 shares; 2024Q4: 953,167 shares; 2025Q1: 809,113 shares; 2025Q2: 831,851 shares; 2025Q3: 979,293 shares; 2025Q4: 1,008,825 shares 1,008,825 $90.5M 4.72% +29,532 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: 51,709 shares; 2024Q4: 60,072 shares; 2025Q1: 70,300 shares; 2025Q2: 72,158 shares; 2025Q3: 79,885 shares; 2025Q4: 101,313 shares 101,313 $63.6M 3.31% +21,428 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: 607,861 shares; 2024Q4: 591,868 shares; 2025Q1: 585,695 shares; 2025Q2: 947,253 shares; 2025Q3: 1,050,732 shares; 2025Q4: 1,196,042 shares 1,196,042 $55.1M 2.87% +145,310 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: 163,414 shares; 2024Q4: 203,637 shares; 2025Q1: 202,327 shares; 2025Q2: 199,693 shares; 2025Q3: 201,000 shares; 2025Q4: 202,079 shares 202,079 $54.9M 2.86% +1,079 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: 63,248 shares; 2024Q4: 65,921 shares; 2025Q1: 65,062 shares; 2025Q2: 64,061 shares; 2025Q3: 61,695 shares; 2025Q4: 58,682 shares 58,682 $40.2M 2.09% -3,013 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,179 shares; 2024Q4: 162,158 shares; 2025Q1: 214,561 shares; 2025Q2: 328,561 shares; 2025Q3: 365,761 shares; 2025Q4: 406,717 shares 406,717 $37.2M 1.94% +40,956 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,776 shares; 2024Q4: 198,670 shares; 2025Q1: 211,159 shares; 2025Q2: 217,678 shares; 2025Q3: 227,266 shares; 2025Q4: 237,719 shares 237,719 $31.5M 1.64% +10,453 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,560 shares; 2024Q4: 261,155 shares; 2025Q1: 289,282 shares; 2025Q2: 316,642 shares; 2025Q3: 319,860 shares; 2025Q4: 331,315 shares 331,315 $30.6M 1.6% +11,455 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,121 shares; 2024Q4: 263,792 shares; 2025Q1: 287,628 shares; 2025Q2: 284,803 shares; 2025Q3: 298,458 shares; 2025Q4: 308,099 shares 308,099 $29.4M 1.53% +9,641 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,352 shares; 2024Q4: 254,619 shares; 2025Q1: 229,426 shares; 2025Q2: 217,400 shares; 2025Q3: 202,239 shares; 2025Q4: 188,601 shares 188,601 $28M 1.46% -13,638 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: 194,341 shares; 2024Q4: 195,847 shares; 2025Q1: 211,205 shares; 2025Q2: 212,997 shares; 2025Q3: 221,766 shares; 2025Q4: 229,364 shares 229,364 $27.8M 1.45% +7,598 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,247 shares; 2024Q4: 506,001 shares; 2025Q1: 513,093 shares; 2025Q2: 590,085 shares; 2025Q3: 649,946 shares; 2025Q4: 641,167 shares 641,167 $25.4M 1.32% -8,779 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: 119,564 shares; 2024Q4: 117,171 shares; 2025Q1: 123,694 shares; 2025Q2: 130,844 shares; 2025Q3: 135,303 shares; 2025Q4: 133,847 shares 133,847 $25M 1.3% -1,456 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,414 shares; 2024Q4: 224,886 shares; 2025Q1: 271,044 shares; 2025Q2: 285,043 shares; 2025Q3: 290,504 shares; 2025Q4: 297,116 shares 297,116 $23.8M 1.24% +6,612 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: 45,803 shares; 2024Q4: 45,603 shares; 2025Q1: 47,085 shares; 2025Q2: 50,351 shares; 2025Q3: 49,488 shares; 2025Q4: 49,118 shares 49,118 $23.8M 1.24% -370 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: 65,419 shares; 2024Q4: 62,784 shares; 2025Q1: 60,415 shares; 2025Q2: 61,126 shares; 2025Q3: 63,739 shares; 2025Q4: 63,737 shares 63,737 $22.4M 1.17% -2 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: 32,432 shares; 2024Q4: 44,038 shares; 2025Q1: 44,581 shares; 2025Q2: 43,200 shares; 2025Q3: 43,438 shares; 2025Q4: 43,860 shares 43,860 $22M 1.15% +422 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,653 shares; 2024Q4: 333,112 shares; 2025Q1: 310,836 shares; 2025Q2: 301,746 shares; 2025Q3: 298,124 shares; 2025Q4: 284,317 shares 284,317 $19.2M 1% -13,807 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: 50,798 shares; 2024Q4: 55,373 shares; 2025Q1: 58,031 shares; 2025Q2: 56,569 shares; 2025Q3: 57,049 shares; 2025Q4: 56,337 shares 56,337 $17.7M 0.92% -712 Timeline JAAA 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,768 shares; 2024Q4: 140,693 shares; 2025Q1: 134,192 shares; 2025Q2: 417,158 shares; 2025Q3: 434,640 shares; 2025Q4: 340,062 shares 340,062 $17.2M 0.9% -94,578 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: 62,676 shares; 2024Q4: 64,759 shares; 2025Q1: 67,766 shares; 2025Q2: 68,948 shares; 2025Q3: 69,595 shares; 2025Q4: 74,019 shares 74,019 $17.1M 0.89% +4,424 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,900 shares; 2024Q4: 352,932 shares; 2025Q1: 417,965 shares; 2025Q2: 429,178 shares; 2025Q3: 419,487 shares; 2025Q4: 422,235 shares 422,235 $14.4M 0.75% +2,748 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: 23,616 shares; 2024Q4: 22,685 shares; 2025Q1: 24,473 shares; 2025Q2: not reported; 2025Q3: 23,757 shares; 2025Q4: 23,356 shares 23,356 $14.3M 0.75% -401 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,824 shares; 2024Q4: 59,795 shares; 2025Q1: 59,471 shares; 2025Q2: 59,835 shares; 2025Q3: 60,372 shares; 2025Q4: 60,770 shares 60,770 $13.4M 0.7% +398 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,546 shares; 2024Q4: 268,798 shares; 2025Q1: 275,194 shares; 2025Q2: 283,463 shares; 2025Q3: 288,048 shares; 2025Q4: 279,925 shares 279,925 $13.2M 0.69% -8,123 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: 31,412 shares; 2024Q4: 34,564 shares; 2025Q1: 35,322 shares; 2025Q2: 39,174 shares; 2025Q3: 42,059 shares; 2025Q4: 41,340 shares 41,340 $12.9M 0.67% -719 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,583 shares; 2024Q4: 114,897 shares; 2025Q1: 109,743 shares; 2025Q2: 190,439 shares; 2025Q3: 207,302 shares; 2025Q4: 237,509 shares 237,509 $11.8M 0.61% +30,207 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,177 shares; 2024Q4: 153,961 shares; 2025Q1: 158,443 shares; 2025Q2: 157,609 shares; 2025Q3: 156,777 shares; 2025Q4: 157,878 shares 157,878 $11.7M 0.61% +1,101 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,188 shares; 2024Q4: 40,644 shares; 2025Q1: 42,095 shares; 2025Q2: 44,215 shares; 2025Q3: 44,475 shares; 2025Q4: 45,202 shares 45,202 $11.4M 0.6% +727 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,440 shares; 2024Q4: 14,782 shares; 2025Q1: 17,908 shares; 2025Q2: 18,782 shares; 2025Q3: 18,839 shares; 2025Q4: 22,898 shares 22,898 $10.8M 0.56% +4,059 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: 17,275 shares; 2024Q4: 16,300 shares; 2025Q1: 16,137 shares; 2025Q2: 24,159 shares; 2025Q3: 25,325 shares; 2025Q4: 27,360 shares 27,360 $10.8M 0.56% +2,035 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: 28,562 shares; 2024Q4: 29,968 shares; 2025Q1: 31,998 shares; 2025Q2: 33,381 shares; 2025Q3: 33,467 shares; 2025Q4: 33,366 shares 33,366 $10.8M 0.56% -101 Timeline UCON 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922,269 shares; 2024Q4: 973,906 shares; 2025Q1: 1,108,175 shares; 2025Q2: 430,203 shares; 2025Q3: 428,600 shares; 2025Q4: 416,420 shares 416,420 $10.5M 0.55% -12,180 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: 11,194 shares; 2024Q4: 16,462 shares; 2025Q1: 16,047 shares; 2025Q2: 15,412 shares; 2025Q3: 15,472 shares; 2025Q4: 15,020 shares 15,020 $9.92M 0.52% -452 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: 10,290 shares; 2024Q4: 11,966 shares; 2025Q1: 11,765 shares; 2025Q2: 12,783 shares; 2025Q3: 13,252 shares; 2025Q4: 14,373 shares 14,373 $9.8M 0.51% +1,121 Timeline FDL 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: 131,653 shares; 2024Q4: 146,707 shares; 2025Q1: 174,754 shares; 2025Q2: 197,713 shares; 2025Q3: 203,341 shares; 2025Q4: 216,175 shares 216,175 $9.59M 0.5% +12,834 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: 146,347 shares; 2024Q4: 137,982 shares; 2025Q1: 130,256 shares; 2025Q2: 121,484 shares; 2025Q3: 125,362 shares; 2025Q4: 116,582 shares 116,582 $9.46M 0.49% -8,780 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,207 shares; 2024Q4: 306,721 shares; 2025Q1: 304,523 shares; 2025Q2: 296,971 shares; 2025Q3: 277,990 shares; 2025Q4: 268,155 shares 268,155 $9.24M 0.48% -9,835 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: 43,625 shares; 2024Q4: 44,197 shares; 2025Q1: 41,116 shares; 2025Q2: 39,987 shares; 2025Q3: 39,389 shares; 2025Q4: 42,313 shares 42,313 $8.76M 0.46% +2,924 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,735 shares; 2024Q4: 23,451 shares; 2025Q1: 22,460 shares; 2025Q2: 26,248 shares; 2025Q3: 26,169 shares; 2025Q4: 39,225 shares 39,225 $8.25M 0.43% +13,056 Timeline BUFR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,347 shares; 2024Q4: 283,441 shares; 2025Q1: 270,231 shares; 2025Q2: 269,490 shares; 2025Q3: 259,483 shares; 2025Q4: 239,187 shares 239,187 $8.19M 0.43% -20,296 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,992 shares; 2024Q4: 17,614 shares; 2025Q1: 16,682 shares; 2025Q2: 15,981 shares; 2025Q3: 16,007 shares; 2025Q4: 16,387 shares 16,387 $7.99M 0.42% +380 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: 30,076 shares; 2024Q4: 29,273 shares; 2025Q1: 31,740 shares; 2025Q2: 30,746 shares; 2025Q3: 31,229 shares; 2025Q4: 30,759 shares 30,759 $7.93M 0.41% -470 Timeline FIIG 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: 177,167 shares; 2024Q4: 258,028 shares; 2025Q1: 300,973 shares; 2025Q2: 316,785 shares; 2025Q3: 333,062 shares; 2025Q4: 371,489 shares 371,489 $7.88M 0.41% +38,427 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,683 shares; 2024Q4: 86,504 shares; 2025Q1: 110,990 shares; 2025Q2: 250,424 shares; 2025Q3: 236,798 shares; 2025Q4: 149,002 shares 149,002 $7.81M 0.41% -87,796 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: 24,496 shares; 2024Q4: 24,723 shares; 2025Q1: 24,332 shares; 2025Q2: 24,040 shares; 2025Q3: 24,380 shares; 2025Q4: 24,622 shares 24,622 $7.49M 0.39% +242 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: 72,298 shares; 2024Q4: 71,747 shares; 2025Q1: 74,313 shares; 2025Q2: 72,993 shares; 2025Q3: 68,823 shares; 2025Q4: 66,970 shares 66,970 $7.46M 0.39% -1,853 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: 16,951 shares; 2024Q4: 15,900 shares; 2025Q1: 17,842 shares; 2025Q2: 16,694 shares; 2025Q3: 16,647 shares; 2025Q4: 16,523 shares 16,523 $7.42M 0.39% -124 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: 18,979 shares; 2024Q4: 18,872 shares; 2025Q1: 19,793 shares; 2025Q2: 19,737 shares; 2025Q3: 19,677 shares; 2025Q4: 21,988 shares 21,988 $7.37M 0.38% +2,311 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: 103,887 shares; 2024Q4: 109,609 shares; 2025Q1: 103,273 shares; 2025Q2: not reported; 2025Q3: 104,629 shares; 2025Q4: 104,546 shares 104,546 $7.14M 0.37% -83 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: 16,771 shares; 2024Q4: 17,577 shares; 2025Q1: 18,068 shares; 2025Q2: 18,999 shares; 2025Q3: 19,799 shares; 2025Q4: 20,083 shares 20,083 $6.96M 0.36% +284 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,984 shares; 2024Q4: 102,440 shares; 2025Q1: 103,854 shares; 2025Q2: 104,766 shares; 2025Q3: 104,388 shares; 2025Q4: 102,614 shares 102,614 $6.41M 0.33% -1,774 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 7,553 shares; 2025Q1: 7,742 shares; 2025Q2: 7,536 shares; 2025Q3: 7,397 shares; 2025Q4: 7,282 shares 7,282 $6.28M 0.33% -115 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,685 shares; 2025Q2: 64,315 shares; 2025Q3: 64,092 shares; 2025Q4: 63,824 shares 63,824 $6.28M 0.33% -268 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,937 shares; 2024Q4: 167,930 shares; 2025Q1: 195,411 shares; 2025Q2: 198,454 shares; 2025Q3: 216,431 shares; 2025Q4: 231,859 shares 231,859 $6.24M 0.32% +15,428 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: 90,902 shares; 2024Q4: 90,614 shares; 2025Q1: 103,750 shares; 2025Q2: 42,385 shares; 2025Q3: 46,519 shares; 2025Q4: 48,292 shares 48,292 $5.76M 0.3% +1,773 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,331 shares; 2024Q4: 22,053 shares; 2025Q1: 15,203 shares; 2025Q2: 18,845 shares; 2025Q3: 23,244 shares; 2025Q4: 23,243 shares 23,243 $5.72M 0.3% -1 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: 11,325 shares; 2024Q4: 14,907 shares; 2025Q1: 15,546 shares; 2025Q2: 15,993 shares; 2025Q3: 15,835 shares; 2025Q4: 16,294 shares 16,294 $5.72M 0.3% +459 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,058 shares; 2024Q4: 18,058 shares; 2025Q1: 18,058 shares; 2025Q2: 18,058 shares; 2025Q3: 18,058 shares; 2025Q4: 19,883 shares 19,883 $5.7M 0.3% +1,825 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: 37,535 shares; 2024Q4: 37,781 shares; 2025Q1: 38,397 shares; 2025Q2: 38,458 shares; 2025Q3: 39,066 shares; 2025Q4: 39,034 shares 39,034 $5.59M 0.29% -32 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,001 shares; 2024Q4: 10,126 shares; 2025Q1: 15,277 shares; 2025Q2: 15,283 shares; 2025Q3: 14,020 shares; 2025Q4: 14,944 shares 14,944 $5.58M 0.29% +924 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: 4,357 shares; 2024Q4: 4,311 shares; 2025Q1: 4,849 shares; 2025Q2: 4,683 shares; 2025Q3: 4,733 shares; 2025Q4: 4,859 shares 4,859 $5.23M 0.27% +126 Timeline SDVY 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: 64,200 shares; 2024Q4: 83,382 shares; 2025Q1: 107,921 shares; 2025Q2: 122,183 shares; 2025Q3: 126,383 shares; 2025Q4: 132,871 shares 132,871 $5.09M 0.27% +6,488 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 4,129 shares; 2025Q1: 6,922 shares; 2025Q2: 15,208 shares; 2025Q3: 15,783 shares; 2025Q4: 16,064 shares 16,064 $5.06M 0.26% +281 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: 24,613 shares; 2024Q4: 25,495 shares; 2025Q1: 25,656 shares; 2025Q2: 25,660 shares; 2025Q3: 25,323 shares; 2025Q4: 25,379 shares 25,379 $4.85M 0.25% +56 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,124 shares; 2024Q4: 113,437 shares; 2025Q1: 98,969 shares; 2025Q2: 82,730 shares; 2025Q3: 63,610 shares; 2025Q4: 47,659 shares 47,659 $4.76M 0.25% -15,951 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,482 shares; 2024Q4: 6,004 shares; 2025Q1: 7,103 shares; 2025Q2: 6,925 shares; 2025Q3: 6,740 shares; 2025Q4: 6,314 shares 6,314 $4.76M 0.25% -426 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,665 shares; 2024Q4: 15,999 shares; 2025Q1: 18,093 shares; 2025Q2: not reported; 2025Q3: 20,886 shares; 2025Q4: 33,014 shares 33,014 $4.74M 0.25% +12,128 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: 7,928 shares; 2024Q4: 7,955 shares; 2025Q1: 8,037 shares; 2025Q2: 8,161 shares; 2025Q3: 8,212 shares; 2025Q4: 8,281 shares 8,281 $4.73M 0.25% +69 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: 11,261 shares; 2024Q4: 10,842 shares; 2025Q1: 11,341 shares; 2025Q2: 16,958 shares; 2025Q3: 18,687 shares; 2025Q4: 19,196 shares 19,196 $4.66M 0.24% +509 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: 46,846 shares; 2024Q4: 45,715 shares; 2025Q1: 45,651 shares; 2025Q2: 46,840 shares; 2025Q3: 46,136 shares; 2025Q4: 44,906 shares 44,906 $4.65M 0.24% -1,230 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,949 shares; 2024Q4: 68,055 shares; 2025Q1: 69,176 shares; 2025Q2: 69,005 shares; 2025Q3: 69,259 shares; 2025Q4: 69,246 shares 69,246 $4.64M 0.24% -13 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO 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: 98,796 shares; 2025Q4: 107,338 shares 107,338 $4.43M 0.23% +8,542 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: 10,493 shares; 2024Q4: 10,717 shares; 2025Q1: 14,406 shares; 2025Q2: 14,279 shares; 2025Q3: 13,911 shares; 2025Q4: 14,230 shares 14,230 $4.22M 0.22% +319 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,656 shares; 2024Q4: 11,046 shares; 2025Q1: 7,985 shares; 2025Q2: 12,579 shares; 2025Q3: 14,293 shares; 2025Q4: 29,152 shares 29,152 $4.2M 0.22% +14,859 Timeline ESCA ESCALADE INC More: the full row for ESCALADE 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: 309,213 shares; 2025Q2: 309,213 shares; 2025Q3: 309,213 shares; 2025Q4: 309,213 shares 309,213 $4.17M 0.22% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,675 shares; 2024Q4: 11,979 shares; 2025Q1: 13,446 shares; 2025Q2: 12,600 shares; 2025Q3: 12,656 shares; 2025Q4: 11,997 shares 11,997 $4.13M 0.22% -659 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,115 shares; 2024Q4: 23,832 shares; 2025Q1: 23,502 shares; 2025Q2: 24,809 shares; 2025Q3: 25,678 shares; 2025Q4: 26,249 shares 26,249 $4.07M 0.21% +571 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: 30,826 shares; 2024Q4: 32,321 shares; 2025Q1: 35,299 shares; 2025Q2: 39,035 shares; 2025Q3: 40,658 shares; 2025Q4: 43,143 shares 43,143 $4.02M 0.21% +2,485 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: 169,493 shares; 2024Q4: 165,125 shares; 2025Q1: 155,207 shares; 2025Q2: 164,902 shares; 2025Q3: 173,525 shares; 2025Q4: 161,397 shares 161,397 $4.02M 0.21% -12,128 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,300 shares; 2024Q4: 151,484 shares; 2025Q1: 154,321 shares; 2025Q2: 140,347 shares; 2025Q3: 126,110 shares; 2025Q4: 120,794 shares 120,794 $4M 0.21% -5,316 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 19,661 shares; 2025Q1: 19,649 shares; 2025Q2: 19,735 shares; 2025Q3: 19,732 shares; 2025Q4: 19,615 shares 19,615 $3.98M 0.21% -117 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,754 shares; 2024Q4: 37,157 shares; 2025Q1: 39,033 shares; 2025Q2: 39,178 shares; 2025Q3: 39,914 shares; 2025Q4: 41,014 shares 41,014 $3.94M 0.21% +1,100 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,609 shares; 2024Q4: 50,563 shares; 2025Q1: 52,396 shares; 2025Q2: 51,904 shares; 2025Q3: 52,434 shares; 2025Q4: 52,285 shares 52,285 $3.87M 0.2% -149 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: 9,533 shares; 2024Q4: 12,131 shares; 2025Q1: 12,071 shares; 2025Q2: 11,764 shares; 2025Q3: 12,030 shares; 2025Q4: 17,192 shares 17,192 $3.73M 0.19% +5,162 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: 21,567 shares; 2024Q4: 22,802 shares; 2025Q1: 22,733 shares; 2025Q2: 25,236 shares; 2025Q3: 24,914 shares; 2025Q4: 24,173 shares 24,173 $3.73M 0.19% -741 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,745 shares; 2025Q3: 43,072 shares; 2025Q4: 46,920 shares 46,920 $3.61M 0.19% +3,848 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,103 shares; 2024Q4: 33,378 shares; 2025Q1: 33,422 shares; 2025Q2: 32,144 shares; 2025Q3: 30,409 shares; 2025Q4: 29,752 shares 29,752 $3.58M 0.19% -657 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: 55,105 shares; 2024Q4: 58,982 shares; 2025Q1: 54,531 shares; 2025Q2: 42,864 shares; 2025Q3: 44,255 shares; 2025Q4: 46,333 shares 46,333 $3.57M 0.19% +2,078 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: 12,382 shares; 2024Q4: 12,578 shares; 2025Q1: 11,445 shares; 2025Q2: 9,657 shares; 2025Q3: 9,696 shares; 2025Q4: 9,569 shares 9,569 $3.54M 0.18% -127 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: 2,544 shares; 2024Q4: 2,804 shares; 2025Q1: 2,802 shares; 2025Q2: 3,171 shares; 2025Q3: 3,457 shares; 2025Q4: 3,852 shares 3,852 $3.39M 0.18% +395 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,993 shares; 2024Q4: 361,522 shares; 2025Q1: 379,627 shares; 2025Q2: 37,859 shares; 2025Q3: 38,797 shares; 2025Q4: 38,980 shares 38,980 $3.27M 0.17% +183 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: 8,861 shares; 2024Q4: 16,973 shares; 2025Q1: 17,059 shares; 2025Q2: not reported; 2025Q3: 17,416 shares; 2025Q4: 17,772 shares 17,772 $3.26M 0.17% +356 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,875 shares; 2024Q4: 8,811 shares; 2025Q1: 9,426 shares; 2025Q2: 9,540 shares; 2025Q3: 9,493 shares; 2025Q4: 10,021 shares 10,021 $3.24M 0.17% +528 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: 13,775 shares; 2024Q4: 49,768 shares; 2025Q1: 54,592 shares; 2025Q2: 54,581 shares; 2025Q3: 56,811 shares; 2025Q4: 58,533 shares 58,533 $3.21M 0.17% +1,722 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,448 shares; 2024Q4: 104,303 shares; 2025Q1: 103,988 shares; 2025Q2: 103,624 shares; 2025Q3: 102,942 shares; 2025Q4: 97,547 shares 97,547 $3.19M 0.17% -5,395 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: 13,867 shares; 2024Q4: 14,418 shares; 2025Q1: 14,737 shares; 2025Q2: 14,880 shares; 2025Q3: 14,368 shares; 2025Q4: 13,885 shares 13,885 $3.17M 0.17% -483 Timeline EFAV 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: 121,811 shares; 2024Q4: 121,163 shares; 2025Q1: 113,377 shares; 2025Q2: 106,642 shares; 2025Q3: 35,977 shares; 2025Q4: 34,067 shares 34,067 $3.07M 0.16% -1,910 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: 5,619 shares; 2024Q4: 5,756 shares; 2025Q1: 5,745 shares; 2025Q2: 8,642 shares; 2025Q3: 9,066 shares; 2025Q4: 9,215 shares 9,215 $3.04M 0.16% +149 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: 10,249 shares; 2024Q4: 10,362 shares; 2025Q1: 14,614 shares; 2025Q2: 15,777 shares; 2025Q3: 17,408 shares; 2025Q4: 17,404 shares 17,404 $2.98M 0.16% -4 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: 32,857 shares; 2024Q4: 32,959 shares; 2025Q1: 32,795 shares; 2025Q2: 33,204 shares; 2025Q3: 30,360 shares; 2025Q4: 28,301 shares 28,301 $2.98M 0.16% -2,059 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,201 shares; 2024Q4: 11,479 shares; 2025Q1: 11,985 shares; 2025Q2: not reported; 2025Q3: 12,260 shares; 2025Q4: 13,074 shares 13,074 $2.94M 0.15% +814 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: 69,122 shares; 2024Q4: 68,413 shares; 2025Q1: 68,439 shares; 2025Q2: 68,627 shares; 2025Q3: 67,970 shares; 2025Q4: 66,879 shares 66,879 $2.9M 0.15% -1,091 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: 6,547 shares; 2024Q4: 7,744 shares; 2025Q1: 15,322 shares; 2025Q2: 10,076 shares; 2025Q3: 14,178 shares; 2025Q4: 14,715 shares 14,715 $2.87M 0.15% +537 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: 20,041 shares; 2024Q4: 20,319 shares; 2025Q1: 19,497 shares; 2025Q2: 16,091 shares; 2025Q3: 18,248 shares; 2025Q4: 18,189 shares 18,189 $2.77M 0.14% -59 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 33,587 shares 33,587 $2.74M 0.14% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,307 shares; 2024Q4: 66,151 shares; 2025Q1: 67,042 shares; 2025Q2: 66,434 shares; 2025Q3: 66,609 shares; 2025Q4: 67,237 shares 67,237 $2.7M 0.14% +628 Timeline RDVI 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: 134,470 shares; 2024Q4: 107,314 shares; 2025Q1: 87,935 shares; 2025Q2: 97,702 shares; 2025Q3: 95,881 shares; 2025Q4: 100,520 shares 100,520 $2.64M 0.14% +4,639 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,387 shares; 2024Q4: 17,673 shares; 2025Q1: 16,527 shares; 2025Q2: 16,003 shares; 2025Q3: 17,985 shares; 2025Q4: 24,378 shares 24,378 $2.6M 0.14% +6,393 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,799 shares; 2024Q4: 7,765 shares; 2025Q1: 7,758 shares; 2025Q2: 7,640 shares; 2025Q3: 5,164 shares; 2025Q4: 5,088 shares 5,088 $2.6M 0.14% -76 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,433 shares; 2024Q4: 58,238 shares; 2025Q1: 58,178 shares; 2025Q2: 58,084 shares; 2025Q3: 57,633 shares; 2025Q4: 55,106 shares 55,106 $2.58M 0.13% -2,527 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: 3,691 shares; 2024Q4: 3,613 shares; 2025Q1: 3,585 shares; 2025Q2: 3,643 shares; 2025Q3: 3,648 shares; 2025Q4: 4,426 shares 4,426 $2.54M 0.13% +778 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,249 shares; 2024Q4: 17,735 shares; 2025Q1: 17,763 shares; 2025Q2: 17,246 shares; 2025Q3: 17,283 shares; 2025Q4: 17,392 shares 17,392 $2.52M 0.13% +109 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,138 shares; 2024Q4: 67,965 shares; 2025Q1: 73,923 shares; 2025Q2: 72,260 shares; 2025Q3: 77,569 shares; 2025Q4: 75,658 shares 75,658 $2.49M 0.13% -1,911 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: 1,601 shares; 2024Q4: 1,819 shares; 2025Q1: 6,416 shares; 2025Q2: 6,758 shares; 2025Q3: 6,970 shares; 2025Q4: 7,274 shares 7,274 $2.45M 0.13% +304 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: 2,743 shares; 2024Q4: 2,849 shares; 2025Q1: 2,808 shares; 2025Q2: 2,788 shares; 2025Q3: 2,823 shares; 2025Q4: 25,701 shares 25,701 $2.41M 0.13% +22,878 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: 7,847 shares; 2024Q4: 8,126 shares; 2025Q1: 8,474 shares; 2025Q2: 9,530 shares; 2025Q3: 10,754 shares; 2025Q4: 11,236 shares 11,236 $2.41M 0.13% +482 Timeline FSIG 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: 231,535 shares; 2024Q4: 317,290 shares; 2025Q1: 138,290 shares; 2025Q2: 135,768 shares; 2025Q3: 145,367 shares; 2025Q4: 125,344 shares 125,344 $2.41M 0.13% -20,023 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 4,106 shares; 2025Q1: 4,367 shares; 2025Q2: 4,386 shares; 2025Q3: 4,563 shares; 2025Q4: 7,790 shares 7,790 $2.4M 0.13% +3,227 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 5,252 shares; 2025Q1: 5,024 shares; 2025Q2: 4,961 shares; 2025Q3: 5,098 shares; 2025Q4: 4,956 shares 4,956 $2.4M 0.13% -142 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: 8,515 shares; 2024Q4: 9,451 shares; 2025Q1: 8,976 shares; 2025Q2: 8,252 shares; 2025Q3: 8,012 shares; 2025Q4: 7,837 shares 7,837 $2.4M 0.12% -175 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: 30,412 shares; 2024Q4: 31,194 shares; 2025Q1: 32,591 shares; 2025Q2: 35,129 shares; 2025Q3: 31,681 shares; 2025Q4: 34,051 shares 34,051 $2.38M 0.12% +2,370 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 5,398 shares; 2025Q1: 4,433 shares; 2025Q2: 8,001 shares; 2025Q3: 8,838 shares; 2025Q4: 24,687 shares 24,687 $2.38M 0.12% +15,849 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,966 shares; 2024Q4: 31,637 shares; 2025Q1: 34,492 shares; 2025Q2: 34,348 shares; 2025Q3: 34,385 shares; 2025Q4: 33,660 shares 33,660 $2.35M 0.12% -725 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: 2,403 shares; 2024Q4: 2,436 shares; 2025Q1: 2,440 shares; 2025Q2: 2,631 shares; 2025Q3: 2,685 shares; 2025Q4: 2,806 shares 2,806 $2.3M 0.12% +121 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,228 shares; 2024Q4: 22,542 shares; 2025Q1: 22,588 shares; 2025Q2: 22,966 shares; 2025Q3: 21,813 shares; 2025Q4: 21,505 shares 21,505 $2.29M 0.12% -308 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,030 shares; 2024Q4: 28,087 shares; 2025Q1: 29,989 shares; 2025Q2: 29,143 shares; 2025Q3: 39,754 shares; 2025Q4: 40,327 shares 40,327 $2.29M 0.12% +573 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: 10,232 shares; 2024Q4: 11,698 shares; 2025Q1: 11,955 shares; 2025Q2: 12,168 shares; 2025Q3: 12,316 shares; 2025Q4: 12,607 shares 12,607 $2.24M 0.12% +291 Timeline VONE 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: 806 shares; 2024Q4: 806 shares; 2025Q1: 806 shares; 2025Q2: 7,146 shares; 2025Q3: 7,164 shares; 2025Q4: 7,083 shares 7,083 $2.19M 0.11% -81 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: 3,952 shares; 2024Q4: 4,109 shares; 2025Q1: 3,990 shares; 2025Q2: 3,599 shares; 2025Q3: 5,651 shares; 2025Q4: 6,211 shares 6,211 $2.18M 0.11% +560 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,101 shares; 2024Q4: 5,359 shares; 2025Q1: 8,354 shares; 2025Q2: 8,895 shares; 2025Q3: 8,544 shares; 2025Q4: 11,355 shares 11,355 $2.18M 0.11% +2,811 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,450 shares; 2024Q4: 29,081 shares; 2025Q1: 23,382 shares; 2025Q2: 25,436 shares; 2025Q3: 26,146 shares; 2025Q4: 26,248 shares 26,248 $2.17M 0.11% +102 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,278 shares; 2024Q4: 34,098 shares; 2025Q1: 35,266 shares; 2025Q2: 35,634 shares; 2025Q3: 36,228 shares; 2025Q4: 36,160 shares 36,160 $2.15M 0.11% -68 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: 41,336 shares; 2024Q4: 44,135 shares; 2025Q1: 49,949 shares; 2025Q2: 54,929 shares; 2025Q3: 35,809 shares; 2025Q4: 38,935 shares 38,935 $2.14M 0.11% +3,126 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,953 shares; 2024Q4: 40,068 shares; 2025Q1: 37,834 shares; 2025Q2: 37,122 shares; 2025Q3: 45,451 shares; 2025Q4: 47,441 shares 47,441 $2.11M 0.11% +1,990 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,958 shares; 2024Q4: 9,700 shares; 2025Q1: 10,066 shares; 2025Q2: 10,705 shares; 2025Q3: 11,497 shares; 2025Q4: 13,650 shares 13,650 $2.1M 0.11% +2,153 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: 27,570 shares; 2024Q4: 30,503 shares; 2025Q1: 34,328 shares; 2025Q2: 36,700 shares; 2025Q3: 39,270 shares; 2025Q4: 38,200 shares 38,200 $2.06M 0.11% -1,070 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: 16,502 shares; 2024Q4: 18,151 shares; 2025Q1: 19,340 shares; 2025Q2: 20,033 shares; 2025Q3: 19,883 shares; 2025Q4: 20,348 shares 20,348 $2.04M 0.11% +465 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: 18,957 shares; 2024Q4: 18,546 shares; 2025Q1: 18,765 shares; 2025Q2: not reported; 2025Q3: 20,041 shares; 2025Q4: 17,932 shares 17,932 $2.04M 0.11% -2,109 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,053 shares; 2024Q4: 14,522 shares; 2025Q1: 14,157 shares; 2025Q2: 14,504 shares; 2025Q3: 14,092 shares; 2025Q4: 14,726 shares 14,726 $2.02M 0.11% +634 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: 13,662 shares; 2024Q4: 13,661 shares; 2025Q1: 13,939 shares; 2025Q2: not reported; 2025Q3: 14,819 shares; 2025Q4: 14,039 shares 14,039 $2.01M 0.1% -780 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: 15,511 shares; 2024Q4: 15,170 shares; 2025Q1: 15,355 shares; 2025Q2: 15,620 shares; 2025Q3: 17,395 shares; 2025Q4: 16,474 shares 16,474 $2M 0.1% -921 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,420 shares; 2024Q4: 55,204 shares; 2025Q1: 54,851 shares; 2025Q2: 54,023 shares; 2025Q3: 53,753 shares; 2025Q4: 50,679 shares 50,679 $1.93M 0.1% -3,074 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,123 shares; 2024Q4: 17,019 shares; 2025Q1: 19,616 shares; 2025Q2: 23,066 shares; 2025Q3: 25,986 shares; 2025Q4: 26,025 shares 26,025 $1.92M 0.1% +39 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: 8,362 shares; 2024Q4: 8,471 shares; 2025Q1: 9,006 shares; 2025Q2: 8,937 shares; 2025Q3: 6,003 shares; 2025Q4: 5,707 shares 5,707 $1.87M 0.1% -296 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: 47,170 shares; 2024Q4: 40,684 shares; 2025Q1: 39,139 shares; 2025Q2: 39,018 shares; 2025Q3: 39,180 shares; 2025Q4: 33,998 shares 33,998 $1.86M 0.1% -5,182 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,845 shares; 2024Q4: 16,170 shares; 2025Q1: 18,903 shares; 2025Q2: 18,537 shares; 2025Q3: 19,371 shares; 2025Q4: 18,539 shares 18,539 $1.84M 0.1% -832 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 682 shares; 2025Q1: 1,452 shares; 2025Q2: 1,683 shares; 2025Q3: 2,148 shares; 2025Q4: 2,371 shares 2,371 $1.83M 0.1% +223 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,337 shares; 2024Q4: 75,317 shares; 2025Q1: 78,531 shares; 2025Q2: 81,031 shares; 2025Q3: 81,309 shares; 2025Q4: 76,874 shares 76,874 $1.8M 0.09% -4,435 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,929 shares; 2024Q4: 8,126 shares; 2025Q1: 8,233 shares; 2025Q2: 8,497 shares; 2025Q3: 8,716 shares; 2025Q4: 9,131 shares 9,131 $1.78M 0.09% +415 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,822 shares; 2025Q2: 2,170 shares; 2025Q3: 3,295 shares; 2025Q4: 3,619 shares 3,619 $1.77M 0.09% +324 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: 11,455 shares; 2024Q4: 11,753 shares; 2025Q1: 12,427 shares; 2025Q2: 12,910 shares; 2025Q3: 12,674 shares; 2025Q4: 14,089 shares 14,089 $1.77M 0.09% +1,415 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 3,136 shares; 2025Q1: 3,198 shares; 2025Q2: 2,747 shares; 2025Q3: 3,260 shares; 2025Q4: 3,413 shares 3,413 $1.74M 0.09% +153 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: 16,478 shares; 2024Q4: 17,017 shares; 2025Q1: 17,637 shares; 2025Q2: 17,910 shares; 2025Q3: 21,680 shares; 2025Q4: 21,685 shares 21,685 $1.74M 0.09% +5 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,649 shares; 2024Q4: 51,259 shares; 2025Q1: 50,818 shares; 2025Q2: 54,472 shares; 2025Q3: 59,925 shares; 2025Q4: 58,881 shares 58,881 $1.74M 0.09% -1,044 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,156 shares; 2024Q4: 12,525 shares; 2025Q1: 12,402 shares; 2025Q2: 12,195 shares; 2025Q3: 12,205 shares; 2025Q4: 12,277 shares 12,277 $1.73M 0.09% +72 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,317 shares; 2024Q4: 3,532 shares; 2025Q1: 4,402 shares; 2025Q2: 4,013 shares; 2025Q3: 4,575 shares; 2025Q4: 4,752 shares 4,752 $1.71M 0.09% +177 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,326 shares; 2024Q4: 19,386 shares; 2025Q1: 19,283 shares; 2025Q2: 19,139 shares; 2025Q3: 19,105 shares; 2025Q4: 17,587 shares 17,587 $1.7M 0.09% -1,518 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,633 shares; 2024Q4: 10,009 shares; 2025Q1: 9,881 shares; 2025Q2: 10,467 shares; 2025Q3: 10,943 shares; 2025Q4: 10,516 shares 10,516 $1.69M 0.09% -427 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: 5,913 shares; 2024Q4: 6,356 shares; 2025Q1: 7,792 shares; 2025Q2: 6,982 shares; 2025Q3: 7,524 shares; 2025Q4: 6,502 shares 6,502 $1.67M 0.09% -1,022 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,220 shares; 2024Q4: 31,628 shares; 2025Q1: 32,369 shares; 2025Q2: 33,500 shares; 2025Q3: 33,601 shares; 2025Q4: 29,501 shares 29,501 $1.64M 0.09% -4,100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,264 shares; 2024Q4: 4,474 shares; 2025Q1: 4,508 shares; 2025Q2: 5,660 shares; 2025Q3: 6,387 shares; 2025Q4: 5,757 shares 5,757 $1.63M 0.09% -630 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,669 shares; 2024Q4: 112,450 shares; 2025Q1: 44,555 shares; 2025Q2: 17,828 shares; 2025Q3: 18,526 shares; 2025Q4: 15,241 shares 15,241 $1.63M 0.09% -3,285 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,084 shares; 2024Q4: 5,083 shares; 2025Q1: 5,674 shares; 2025Q2: 5,624 shares; 2025Q3: 5,644 shares; 2025Q4: 5,028 shares 5,028 $1.61M 0.08% -616 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 5,875 shares; 2025Q1: 6,685 shares; 2025Q2: 5,497 shares; 2025Q3: 5,565 shares; 2025Q4: 5,461 shares 5,461 $1.59M 0.08% -104 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,397 shares; 2024Q4: 25,896 shares; 2025Q1: 22,824 shares; 2025Q2: 23,814 shares; 2025Q3: 24,623 shares; 2025Q4: 27,179 shares 27,179 $1.57M 0.08% +2,556 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,911 shares; 2024Q4: 38,352 shares; 2025Q1: 38,352 shares; 2025Q2: 39,668 shares; 2025Q3: 44,508 shares; 2025Q4: 40,800 shares 40,800 $1.55M 0.08% -3,708 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: 6,551 shares; 2024Q4: 6,581 shares; 2025Q1: 6,667 shares; 2025Q2: 6,780 shares; 2025Q3: 6,595 shares; 2025Q4: 6,637 shares 6,637 $1.54M 0.08% +42 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: 8,428 shares; 2025Q1: 8,209 shares; 2025Q2: 8,742 shares; 2025Q3: 8,790 shares; 2025Q4: 8,887 shares 8,887 $1.52M 0.08% +97 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,740 shares; 2024Q4: 33,908 shares; 2025Q1: 33,221 shares; 2025Q2: 33,856 shares; 2025Q3: 33,678 shares; 2025Q4: 63,158 shares 63,158 $1.52M 0.08% +29,480 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: 5,234 shares; 2024Q4: 5,234 shares; 2025Q1: 5,234 shares; 2025Q2: 5,263 shares; 2025Q3: 5,253 shares; 2025Q4: 5,240 shares 5,240 $1.51M 0.08% -13 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: 5,204 shares; 2024Q4: 5,223 shares; 2025Q1: 4,762 shares; 2025Q2: 4,143 shares; 2025Q3: 4,067 shares; 2025Q4: 3,505 shares 3,505 $1.49M 0.08% -562 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,870 shares; 2024Q4: 23,458 shares; 2025Q1: 22,419 shares; 2025Q2: 25,391 shares; 2025Q3: 27,200 shares; 2025Q4: 25,468 shares 25,468 $1.49M 0.08% -1,732 Timeline EFG 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: 44,087 shares; 2024Q4: 10,609 shares; 2025Q1: 9,639 shares; 2025Q2: 9,461 shares; 2025Q3: 8,332 shares; 2025Q4: 12,877 shares 12,877 $1.47M 0.08% +4,545 Timeline FDMO 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: 17,588 shares; 2024Q4: 17,588 shares; 2025Q1: 17,588 shares; 2025Q2: not reported; 2025Q3: 17,438 shares; 2025Q4: 17,153 shares 17,153 $1.44M 0.08% -285 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,000 shares; 2024Q4: 62,195 shares; 2025Q1: 62,196 shares; 2025Q2: 62,198 shares; 2025Q3: 62,200 shares; 2025Q4: 62,202 shares 62,202 $1.43M 0.07% +2 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: 5,742 shares; 2024Q4: 5,614 shares; 2025Q1: 5,724 shares; 2025Q2: 5,977 shares; 2025Q3: 6,047 shares; 2025Q4: 6,445 shares 6,445 $1.42M 0.07% +398 Timeline FTCS 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: 23,547 shares; 2024Q4: 19,310 shares; 2025Q1: 15,619 shares; 2025Q2: not reported; 2025Q3: 15,180 shares; 2025Q4: 15,244 shares 15,244 $1.41M 0.07% +64 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,070 shares; 2025Q1: 3,119 shares; 2025Q2: 11,508 shares; 2025Q3: 14,569 shares; 2025Q4: 16,094 shares 16,094 $1.41M 0.07% +1,525 Timeline FDLO 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: 20,895 shares; 2024Q4: 20,896 shares; 2025Q1: 20,896 shares; 2025Q2: 20,897 shares; 2025Q3: 20,897 shares; 2025Q4: 20,997 shares 20,997 $1.4M 0.07% +100 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,580 shares; 2024Q4: 26,762 shares; 2025Q1: 25,324 shares; 2025Q2: 25,065 shares; 2025Q3: 23,620 shares; 2025Q4: 23,614 shares 23,614 $1.39M 0.07% -6 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,243 shares; 2024Q4: 37,031 shares; 2025Q1: 52,142 shares; 2025Q2: not reported; 2025Q3: 56,760 shares; 2025Q4: 54,551 shares 54,551 $1.39M 0.07% -2,209 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: 9,626 shares; 2024Q4: 9,992 shares; 2025Q1: 10,073 shares; 2025Q2: not reported; 2025Q3: 10,441 shares; 2025Q4: 11,294 shares 11,294 $1.39M 0.07% +853 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,959 shares; 2024Q4: 41,954 shares; 2025Q1: 41,954 shares; 2025Q2: 41,954 shares; 2025Q3: 41,954 shares; 2025Q4: 41,954 shares 41,954 $1.39M 0.07% 0 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: 15,630 shares; 2024Q4: 18,357 shares; 2025Q1: 25,474 shares; 2025Q2: 29,324 shares; 2025Q3: 32,819 shares; 2025Q4: 45,441 shares 45,441 $1.38M 0.07% +12,622 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,256 shares; 2024Q4: 28,358 shares; 2025Q1: 27,496 shares; 2025Q2: 27,704 shares; 2025Q3: 27,528 shares; 2025Q4: 27,434 shares 27,434 $1.37M 0.07% -94 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,994 shares; 2024Q4: 61,841 shares; 2025Q1: 65,221 shares; 2025Q2: 68,978 shares; 2025Q3: 72,777 shares; 2025Q4: 77,256 shares 77,256 $1.35M 0.07% +4,479 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,768 shares; 2024Q4: 25,567 shares; 2025Q1: 25,670 shares; 2025Q2: 25,530 shares; 2025Q3: 26,255 shares; 2025Q4: 25,408 shares 25,408 $1.34M 0.07% -847 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: 12,150 shares; 2024Q4: 12,168 shares; 2025Q1: 12,099 shares; 2025Q2: 11,859 shares; 2025Q3: 12,134 shares; 2025Q4: 12,154 shares 12,154 $1.34M 0.07% +20 Timeline AGZ 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: 4,618 shares; 2024Q4: 4,674 shares; 2025Q1: 10,005 shares; 2025Q2: 9,371 shares; 2025Q3: 11,533 shares; 2025Q4: 11,871 shares 11,871 $1.31M 0.07% +338 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: 45,349 shares; 2024Q4: 48,726 shares; 2025Q1: 51,549 shares; 2025Q2: 55,533 shares; 2025Q3: 57,422 shares; 2025Q4: 52,624 shares 52,624 $1.31M 0.07% -4,798 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,038 shares; 2024Q4: 15,545 shares; 2025Q1: 16,089 shares; 2025Q2: 16,235 shares; 2025Q3: 16,383 shares; 2025Q4: 16,172 shares 16,172 $1.29M 0.07% -211 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 947 shares; 2025Q1: 1,363 shares; 2025Q2: 1,467 shares; 2025Q3: 1,318 shares; 2025Q4: 1,965 shares 1,965 $1.28M 0.07% +647 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,027 shares; 2024Q4: 10,720 shares; 2025Q1: 11,290 shares; 2025Q2: 9,871 shares; 2025Q3: 11,330 shares; 2025Q4: 13,924 shares 13,924 $1.28M 0.07% +2,594 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,030 shares; 2024Q4: 9,444 shares; 2025Q1: 9,260 shares; 2025Q2: 9,340 shares; 2025Q3: 9,017 shares; 2025Q4: 8,584 shares 8,584 $1.28M 0.07% -433 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 7,060 shares; 2025Q1: 9,142 shares; 2025Q2: 10,410 shares; 2025Q3: 12,174 shares; 2025Q4: 13,005 shares 13,005 $1.28M 0.07% +831 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,843 shares; 2024Q4: 7,030 shares; 2025Q1: 7,219 shares; 2025Q2: 7,577 shares; 2025Q3: 7,949 shares; 2025Q4: 7,742 shares 7,742 $1.26M 0.07% -207 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: 34,122 shares; 2024Q4: 34,414 shares; 2025Q1: 38,098 shares; 2025Q2: 36,869 shares; 2025Q3: 34,752 shares; 2025Q4: 30,756 shares 30,756 $1.25M 0.07% -3,996 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,834 shares; 2025Q1: 1,545 shares; 2025Q2: 1,455 shares; 2025Q3: 1,316 shares; 2025Q4: 1,165 shares 1,165 $1.25M 0.06% -151 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,746 shares; 2024Q4: 20,942 shares; 2025Q1: 23,626 shares; 2025Q2: 25,046 shares; 2025Q3: 24,968 shares; 2025Q4: 33,636 shares 33,636 $1.24M 0.06% +8,668 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: 5,783 shares; 2024Q4: 5,845 shares; 2025Q1: 5,200 shares; 2025Q2: 4,860 shares; 2025Q3: 4,759 shares; 2025Q4: 4,678 shares 4,678 $1.24M 0.06% -81 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: 2,568 shares; 2024Q4: 2,405 shares; 2025Q1: 2,447 shares; 2025Q2: 2,014 shares; 2025Q3: 2,102 shares; 2025Q4: 2,136 shares 2,136 $1.24M 0.06% +34 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 3,211 shares; 2025Q1: 2,465 shares; 2025Q2: 2,486 shares; 2025Q3: 2,404 shares; 2025Q4: 2,629 shares 2,629 $1.22M 0.06% +225 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: 12,249 shares; 2024Q4: 13,115 shares; 2025Q1: 15,796 shares; 2025Q2: 18,347 shares; 2025Q3: 21,054 shares; 2025Q4: 19,201 shares 19,201 $1.22M 0.06% -1,853 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,101 shares; 2025Q3: 7,940 shares; 2025Q4: 11,767 shares 11,767 $1.21M 0.06% +3,827 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,400 shares; 2025Q1: 23,808 shares; 2025Q2: 32,588 shares; 2025Q3: 38,071 shares; 2025Q4: 37,480 shares 37,480 $1.21M 0.06% -591 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: 9,637 shares; 2024Q4: 9,057 shares; 2025Q1: 8,915 shares; 2025Q2: 8,968 shares; 2025Q3: 8,475 shares; 2025Q4: 8,524 shares 8,524 $1.21M 0.06% +49 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 708 shares; 2025Q1: 681 shares; 2025Q2: 857 shares; 2025Q3: 837 shares; 2025Q4: 1,352 shares 1,352 $1.19M 0.06% +515 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,785 shares; 2024Q4: 97,050 shares; 2025Q1: 94,413 shares; 2025Q2: 92,971 shares; 2025Q3: 94,676 shares; 2025Q4: 90,625 shares 90,625 $1.19M 0.06% -4,051 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 1,533 shares; 2025Q1: 1,658 shares; 2025Q2: 1,855 shares; 2025Q3: 1,943 shares; 2025Q4: 2,078 shares 2,078 $1.18M 0.06% +135 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,759 shares; 2024Q4: 23,560 shares; 2025Q1: 24,072 shares; 2025Q2: 23,320 shares; 2025Q3: 26,820 shares; 2025Q4: 27,120 shares 27,120 $1.18M 0.06% +300 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,988 shares; 2024Q4: 13,011 shares; 2025Q1: 13,011 shares; 2025Q2: 13,014 shares; 2025Q3: 12,894 shares; 2025Q4: 12,922 shares 12,922 $1.17M 0.06% +28 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,145 shares; 2024Q4: 5,164 shares; 2025Q1: 7,013 shares; 2025Q2: 7,746 shares; 2025Q3: 8,020 shares; 2025Q4: 8,221 shares 8,221 $1.16M 0.06% +201 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,214 shares; 2024Q4: 7,039 shares; 2025Q1: 7,970 shares; 2025Q2: 7,920 shares; 2025Q3: 7,960 shares; 2025Q4: 7,830 shares 7,830 $1.15M 0.06% -130 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,647 shares; 2024Q4: 5,911 shares; 2025Q1: 6,169 shares; 2025Q2: 6,510 shares; 2025Q3: 6,940 shares; 2025Q4: 7,076 shares 7,076 $1.14M 0.06% +136 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: 2,162 shares; 2024Q4: 2,264 shares; 2025Q1: 2,337 shares; 2025Q2: 2,374 shares; 2025Q3: 2,472 shares; 2025Q4: 2,405 shares 2,405 $1.13M 0.06% -67 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,775 shares; 2024Q4: 9,734 shares; 2025Q1: 9,995 shares; 2025Q2: 9,977 shares; 2025Q3: 10,148 shares; 2025Q4: 11,954 shares 11,954 $1.12M 0.06% +1,806 Timeline VONG 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: 9,226 shares; 2024Q4: 9,083 shares; 2025Q1: 9,688 shares; 2025Q2: 9,322 shares; 2025Q3: 9,140 shares; 2025Q4: 9,190 shares 9,190 $1.12M 0.06% +50 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,878 shares; 2025Q1: 3,463 shares; 2025Q2: 3,532 shares; 2025Q3: 3,864 shares; 2025Q4: 3,184 shares 3,184 $1.12M 0.06% -680 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 7,392 shares; 2025Q1: 7,340 shares; 2025Q2: 7,325 shares; 2025Q3: 7,323 shares; 2025Q4: 7,314 shares 7,314 $1.11M 0.06% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,886 shares 15,886 $1.1M 0.06% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,990 shares; 2024Q4: 24,853 shares; 2025Q1: 25,662 shares; 2025Q2: 27,756 shares; 2025Q3: 28,153 shares; 2025Q4: 30,307 shares 30,307 $1.1M 0.06% +2,154 Timeline ITA 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: 4,717 shares; 2024Q4: 5,478 shares; 2025Q1: 5,348 shares; 2025Q2: 5,165 shares; 2025Q3: 5,099 shares; 2025Q4: 5,099 shares 5,099 $1.09M 0.06% 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: 4,906 shares; 2024Q4: 5,522 shares; 2025Q1: 5,665 shares; 2025Q2: 6,158 shares; 2025Q3: 6,121 shares; 2025Q4: 6,164 shares 6,164 $1.09M 0.06% +43 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: 16,261 shares; 2024Q4: 17,931 shares; 2025Q1: 18,054 shares; 2025Q2: 17,649 shares; 2025Q3: 17,428 shares; 2025Q4: 16,916 shares 16,916 $1.09M 0.06% -512 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,794 shares; 2024Q4: 13,045 shares; 2025Q1: 10,075 shares; 2025Q2: 7,836 shares; 2025Q3: 5,734 shares; 2025Q4: 6,692 shares 6,692 $1.09M 0.06% +958 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 5,056 shares; 2025Q1: 6,392 shares; 2025Q2: 8,778 shares; 2025Q3: 10,159 shares; 2025Q4: 10,132 shares 10,132 $1.09M 0.06% -27 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: 2,209 shares; 2024Q4: 2,175 shares; 2025Q1: 2,838 shares; 2025Q2: 3,344 shares; 2025Q3: 4,771 shares; 2025Q4: 3,935 shares 3,935 $1.09M 0.06% -836 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,035 shares; 2024Q4: 9,115 shares; 2025Q1: 9,874 shares; 2025Q2: 10,495 shares; 2025Q3: 10,188 shares; 2025Q4: 12,391 shares 12,391 $1.08M 0.06% +2,203 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 3,724 shares; 2025Q1: 6,031 shares; 2025Q2: 6,829 shares; 2025Q3: 7,928 shares; 2025Q4: 10,350 shares 10,350 $1.07M 0.06% +2,422 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3,686 shares; 2025Q1: 3,757 shares; 2025Q2: 4,087 shares; 2025Q3: 4,526 shares; 2025Q4: 4,107 shares 4,107 $1.06M 0.06% -419 Timeline SLQD 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: 16,482 shares; 2024Q4: 19,348 shares; 2025Q1: 20,621 shares; 2025Q2: 19,887 shares; 2025Q3: 19,859 shares; 2025Q4: 20,826 shares 20,826 $1.06M 0.06% +967 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,276 shares; 2024Q4: 6,488 shares; 2025Q1: 6,500 shares; 2025Q2: 6,518 shares; 2025Q3: 6,783 shares; 2025Q4: 7,438 shares 7,438 $1.05M 0.05% +655 Timeline STPZ 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: 9,722 shares; 2024Q4: 9,722 shares; 2025Q1: 9,722 shares; 2025Q2: 9,722 shares; 2025Q3: 19,499 shares; 2025Q4: 19,499 shares 19,499 $1.05M 0.05% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 2,792 shares; 2025Q1: 3,116 shares; 2025Q2: 2,809 shares; 2025Q3: 2,747 shares; 2025Q4: 2,696 shares 2,696 $1.03M 0.05% -51 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,599 shares; 2024Q4: 14,130 shares; 2025Q1: 14,807 shares; 2025Q2: 15,022 shares; 2025Q3: 28,647 shares; 2025Q4: 28,230 shares 28,230 $1.03M 0.05% -417 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 954 shares; 2025Q1: 844 shares; 2025Q2: 825 shares; 2025Q3: 806 shares; 2025Q4: 958 shares 958 $1.03M 0.05% +152 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,593 shares; 2024Q4: 20,428 shares; 2025Q1: 16,052 shares; 2025Q2: 14,747 shares; 2025Q3: 13,757 shares; 2025Q4: 12,432 shares 12,432 $1M 0.05% -1,325 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 2,076 shares; 2025Q1: 2,078 shares; 2025Q2: 1,903 shares; 2025Q3: 1,925 shares; 2025Q4: 1,904 shares 1,904 $995K 0.05% -21 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,976 shares; 2024Q4: 25,618 shares; 2025Q1: 24,693 shares; 2025Q2: 24,518 shares; 2025Q3: 26,962 shares; 2025Q4: 26,111 shares 26,111 $992K 0.05% -851 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: 3,706 shares; 2025Q1: 3,802 shares; 2025Q2: 4,069 shares; 2025Q3: 3,691 shares; 2025Q4: 3,679 shares 3,679 $987K 0.05% -12 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,351 shares; 2024Q4: 5,122 shares; 2025Q1: 4,691 shares; 2025Q2: 4,678 shares; 2025Q3: 4,668 shares; 2025Q4: 4,625 shares 4,625 $987K 0.05% -43 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: not reported; 2025Q2: 1,091 shares; 2025Q3: 1,115 shares; 2025Q4: 1,461 shares 1,461 $985K 0.05% +346 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,261 shares; 2025Q1: 3,393 shares; 2025Q2: 3,474 shares; 2025Q3: 3,511 shares; 2025Q4: 3,080 shares 3,080 $981K 0.05% -431 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,791 shares; 2025Q4: 7,033 shares 7,033 $980K 0.05% +5,242 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,472 shares; 2024Q4: 21,479 shares; 2025Q1: 21,479 shares; 2025Q2: 21,479 shares; 2025Q3: 21,479 shares; 2025Q4: 21,534 shares 21,534 $958K 0.05% +55 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: 7,350 shares; 2024Q4: 7,341 shares; 2025Q1: 8,270 shares; 2025Q2: 7,879 shares; 2025Q3: 8,402 shares; 2025Q4: 8,207 shares 8,207 $950K 0.05% -195 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,845 shares; 2024Q4: 14,260 shares; 2025Q1: 14,147 shares; 2025Q2: 13,186 shares; 2025Q3: 13,888 shares; 2025Q4: 18,552 shares 18,552 $944K 0.05% +4,664 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 3,127 shares; 2025Q1: 3,361 shares; 2025Q2: 3,142 shares; 2025Q3: 3,200 shares; 2025Q4: 3,301 shares 3,301 $942K 0.05% +101 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 5,287 shares; 2025Q2: 5,271 shares; 2025Q3: 4,626 shares; 2025Q4: 3,841 shares 3,841 $942K 0.05% -785 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,259 shares; 2024Q4: 6,523 shares; 2025Q1: 7,139 shares; 2025Q2: 7,334 shares; 2025Q3: 7,626 shares; 2025Q4: 8,157 shares 8,157 $941K 0.05% +531 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,013 shares; 2024Q4: 9,217 shares; 2025Q1: 9,091 shares; 2025Q2: 9,078 shares; 2025Q3: 8,758 shares; 2025Q4: 8,505 shares 8,505 $938K 0.05% -253 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,756 shares; 2024Q4: 25,646 shares; 2025Q1: 25,432 shares; 2025Q2: 25,786 shares; 2025Q3: 29,070 shares; 2025Q4: 29,301 shares 29,301 $928K 0.05% +231 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,458 shares; 2025Q3: 11,818 shares; 2025Q4: 11,792 shares 11,792 $918K 0.05% -26 Timeline MTUM 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: 3,204 shares; 2024Q4: 3,338 shares; 2025Q1: 3,338 shares; 2025Q2: 3,554 shares; 2025Q3: 3,517 shares; 2025Q4: 3,640 shares 3,640 $911K 0.05% +123 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,012 shares; 2024Q4: 26,474 shares; 2025Q1: 22,275 shares; 2025Q2: 17,724 shares; 2025Q3: 15,570 shares; 2025Q4: 19,659 shares 19,659 $910K 0.05% +4,089 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,965 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 15,098 shares 15,098 $905K 0.05% +11,398 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,451 shares; 2024Q4: 4,726 shares; 2025Q1: 4,741 shares; 2025Q2: 4,993 shares; 2025Q3: 5,702 shares; 2025Q4: 5,192 shares 5,192 $901K 0.05% -510 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,197 shares; 2024Q4: 5,427 shares; 2025Q1: 5,322 shares; 2025Q2: 5,842 shares; 2025Q3: 5,643 shares; 2025Q4: 5,354 shares 5,354 $899K 0.05% -289 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 2,511 shares; 2025Q1: 3,807 shares; 2025Q2: 4,728 shares; 2025Q3: 4,710 shares; 2025Q4: 4,947 shares 4,947 $896K 0.05% +237 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,949 shares; 2024Q4: 16,378 shares; 2025Q1: 18,323 shares; 2025Q2: 15,473 shares; 2025Q3: 16,608 shares; 2025Q4: 11,033 shares 11,033 $891K 0.05% -5,575 Timeline DBX DROPBOX INC More: the full row for DROPBOX 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: 25,264 shares; 2025Q2: 31,826 shares; 2025Q3: 36,488 shares; 2025Q4: 31,834 shares 31,834 $887K 0.05% -4,654 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,083 shares; 2024Q4: 69,679 shares; 2025Q1: 69,043 shares; 2025Q2: 69,804 shares; 2025Q3: 70,433 shares; 2025Q4: 55,832 shares 55,832 $887K 0.05% -14,601 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: 6,248 shares; 2025Q1: 4,215 shares; 2025Q2: 5,986 shares; 2025Q3: 4,671 shares; 2025Q4: 12,404 shares 12,404 $886K 0.05% +7,733 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 7,925 shares; 2025Q1: 7,936 shares; 2025Q2: not reported; 2025Q3: 8,121 shares; 2025Q4: 7,870 shares 7,870 $883K 0.05% -251 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,385 shares; 2024Q4: 7,278 shares; 2025Q1: 7,530 shares; 2025Q2: 7,198 shares; 2025Q3: 7,446 shares; 2025Q4: 7,551 shares 7,551 $881K 0.05% +105 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,516 shares; 2025Q1: 1,564 shares; 2025Q2: 1,708 shares; 2025Q3: 1,876 shares; 2025Q4: 1,937 shares 1,937 $879K 0.05% +61 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,488 shares; 2024Q4: 16,821 shares; 2025Q1: 17,479 shares; 2025Q2: 16,273 shares; 2025Q3: 5,679 shares; 2025Q4: 5,634 shares 5,634 $872K 0.05% -45 Timeline BOND 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: 7,389 shares; 2024Q4: 5,904 shares; 2025Q1: 6,801 shares; 2025Q2: 7,523 shares; 2025Q3: 9,042 shares; 2025Q4: 9,301 shares 9,301 $867K 0.05% +259 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,809 shares; 2024Q4: 19,680 shares; 2025Q1: 20,165 shares; 2025Q2: 19,700 shares; 2025Q3: 19,864 shares; 2025Q4: 18,352 shares 18,352 $855K 0.04% -1,512 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,201 shares; 2024Q4: 23,811 shares; 2025Q1: 16,265 shares; 2025Q2: 16,265 shares; 2025Q3: 16,266 shares; 2025Q4: 15,966 shares 15,966 $852K 0.04% -300 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,850 shares; 2025Q3: 7,099 shares; 2025Q4: 10,960 shares 10,960 $848K 0.04% +3,861 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,059 shares; 2024Q4: 20,855 shares; 2025Q1: 19,899 shares; 2025Q2: 19,335 shares; 2025Q3: 21,103 shares; 2025Q4: 26,209 shares 26,209 $840K 0.04% +5,106 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: 4,706 shares; 2024Q4: 4,706 shares; 2025Q1: 4,706 shares; 2025Q2: 4,706 shares; 2025Q3: 4,706 shares; 2025Q4: 13,107 shares 13,107 $840K 0.04% +8,401 Timeline SPTS 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: 28,589 shares; 2025Q2: 28,589 shares; 2025Q3: 28,589 shares; 2025Q4: 28,589 shares 28,589 $837K 0.04% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 6,200 shares; 2025Q1: 5,071 shares; 2025Q2: 4,227 shares; 2025Q3: 4,281 shares; 2025Q4: 4,082 shares 4,082 $832K 0.04% -199 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,399 shares; 2024Q4: 11,470 shares; 2025Q1: 11,469 shares; 2025Q2: 11,536 shares; 2025Q3: 11,603 shares; 2025Q4: 14,512 shares 14,512 $822K 0.04% +2,909 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,158 shares; 2025Q1: 3,196 shares; 2025Q2: 3,327 shares; 2025Q3: 3,335 shares; 2025Q4: 3,333 shares 3,333 $821K 0.04% -2 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: 6,917 shares; 2024Q4: 6,981 shares; 2025Q1: 6,721 shares; 2025Q2: 7,519 shares; 2025Q3: 7,216 shares; 2025Q4: 8,717 shares 8,717 $812K 0.04% +1,501 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 2,938 shares; 2025Q1: 3,000 shares; 2025Q2: 3,175 shares; 2025Q3: 3,225 shares; 2025Q4: 3,230 shares 3,230 $812K 0.04% +5 Timeline EEMV 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: 13,487 shares; 2024Q4: 13,134 shares; 2025Q1: 12,951 shares; 2025Q2: 12,874 shares; 2025Q3: 12,778 shares; 2025Q4: 12,635 shares 12,635 $809K 0.04% -143 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,333 shares; 2024Q4: 4,521 shares; 2025Q1: 3,891 shares; 2025Q2: 3,212 shares; 2025Q3: 2,992 shares; 2025Q4: 2,587 shares 2,587 $808K 0.04% -405 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 7,150 shares; 2025Q1: 6,280 shares; 2025Q2: 4,666 shares; 2025Q3: 4,094 shares; 2025Q4: 3,517 shares 3,517 $805K 0.04% -577 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 2,825 shares; 2025Q1: 1,930 shares; 2025Q2: 3,221 shares; 2025Q3: 3,347 shares; 2025Q4: 6,701 shares 6,701 $800K 0.04% +3,354 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,249 shares; 2024Q4: 27,748 shares; 2025Q1: 27,748 shares; 2025Q2: 27,748 shares; 2025Q3: 28,942 shares; 2025Q4: 30,474 shares 30,474 $799K 0.04% +1,532 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: 6,314 shares; 2024Q4: 5,494 shares; 2025Q1: 5,516 shares; 2025Q2: 5,521 shares; 2025Q3: 5,617 shares; 2025Q4: 5,784 shares 5,784 $797K 0.04% +167 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,763 shares; 2024Q4: 25,788 shares; 2025Q1: 33,730 shares; 2025Q2: 38,008 shares; 2025Q3: 44,267 shares; 2025Q4: 39,595 shares 39,595 $794K 0.04% -4,672 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,390 shares; 2024Q4: 130,875 shares; 2025Q1: 122,607 shares; 2025Q2: 15,959 shares; 2025Q3: 15,772 shares; 2025Q4: 16,361 shares 16,361 $791K 0.04% +589 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,519 shares; 2025Q1: 2,485 shares; 2025Q2: 2,463 shares; 2025Q3: 2,868 shares; 2025Q4: 3,234 shares 3,234 $787K 0.04% +366 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,344 shares; 2024Q4: 11,641 shares; 2025Q1: 9,444 shares; 2025Q2: 7,200 shares; 2025Q3: 6,731 shares; 2025Q4: 5,696 shares 5,696 $785K 0.04% -1,035 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,037 shares; 2024Q4: 9,275 shares; 2025Q1: 9,259 shares; 2025Q2: 9,292 shares; 2025Q3: 9,326 shares; 2025Q4: 8,974 shares 8,974 $780K 0.04% -352 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,286 shares; 2025Q1: 1,327 shares; 2025Q2: 1,345 shares; 2025Q3: 1,769 shares; 2025Q4: 1,650 shares 1,650 $778K 0.04% -119 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,420 shares; 2025Q1: 5,487 shares; 2025Q2: 5,352 shares; 2025Q3: 4,447 shares; 2025Q4: 6,013 shares 6,013 $776K 0.04% +1,566 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,178 shares; 2024Q4: 7,456 shares; 2025Q1: 7,303 shares; 2025Q2: 6,751 shares; 2025Q3: 6,681 shares; 2025Q4: 5,329 shares 5,329 $769K 0.04% -1,352 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,386 shares; 2025Q1: 2,497 shares; 2025Q2: 2,643 shares; 2025Q3: 3,472 shares; 2025Q4: 4,112 shares 4,112 $763K 0.04% +640 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,126 shares; 2024Q4: 4,126 shares; 2025Q1: 4,126 shares; 2025Q2: 4,126 shares; 2025Q3: 4,126 shares; 2025Q4: 4,126 shares 4,126 $761K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares 1 $755K 0.04% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,183 shares; 2024Q4: 15,005 shares; 2025Q1: 12,393 shares; 2025Q2: 9,744 shares; 2025Q3: 9,076 shares; 2025Q4: 7,854 shares 7,854 $755K 0.04% -1,222 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,713 shares; 2025Q1: 1,728 shares; 2025Q2: 1,719 shares; 2025Q3: 1,739 shares; 2025Q4: 1,698 shares 1,698 $754K 0.04% -41 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: 640 shares; 2024Q4: 688 shares; 2025Q1: 698 shares; 2025Q2: not reported; 2025Q3: 1,043 shares; 2025Q4: 1,136 shares 1,136 $753K 0.04% +93 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,400 shares; 2024Q4: 16,400 shares; 2025Q1: 16,400 shares; 2025Q2: 16,400 shares; 2025Q3: 16,400 shares; 2025Q4: 16,400 shares 16,400 $751K 0.04% 0 Timeline FSMD 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: 16,961 shares; 2024Q4: 16,961 shares; 2025Q1: 16,961 shares; 2025Q2: not reported; 2025Q3: 16,961 shares; 2025Q4: 16,961 shares 16,961 $748K 0.04% 0 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,398 shares; 2024Q4: 9,409 shares; 2025Q1: 9,505 shares; 2025Q2: 9,494 shares; 2025Q3: 13,563 shares; 2025Q4: 14,426 shares 14,426 $747K 0.04% +863 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,580 shares; 2024Q4: 16,395 shares; 2025Q1: 14,274 shares; 2025Q2: 14,849 shares; 2025Q3: 13,484 shares; 2025Q4: 13,712 shares 13,712 $737K 0.04% +228 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: 1,209 shares; 2024Q4: 1,258 shares; 2025Q1: 1,135 shares; 2025Q2: 1,099 shares; 2025Q3: 1,036 shares; 2025Q4: 4,793 shares 4,793 $735K 0.04% +3,757 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,404 shares; 2024Q4: 5,495 shares; 2025Q1: 4,430 shares; 2025Q2: 4,365 shares; 2025Q3: 3,892 shares; 2025Q4: 10,920 shares 10,920 $733K 0.04% +7,028 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 547 shares; 2025Q1: 537 shares; 2025Q2: 602 shares; 2025Q3: 594 shares; 2025Q4: 599 shares 599 $728K 0.04% +5 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: 6,779 shares; 2024Q4: 6,598 shares; 2025Q1: 6,541 shares; 2025Q2: 6,595 shares; 2025Q3: 7,120 shares; 2025Q4: 7,283 shares 7,283 $728K 0.04% +163 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: 8,624 shares; 2024Q4: 8,602 shares; 2025Q1: 8,509 shares; 2025Q2: 8,517 shares; 2025Q3: 8,517 shares; 2025Q4: 8,578 shares 8,578 $726K 0.04% +61 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 4,534 shares; 2025Q1: 4,127 shares; 2025Q2: 4,024 shares; 2025Q3: 3,665 shares; 2025Q4: 2,998 shares 2,998 $723K 0.04% -667 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,066 shares 10,066 $722K 0.04% new Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,117 shares; 2024Q4: 25,555 shares; 2025Q1: 26,316 shares; 2025Q2: 25,869 shares; 2025Q3: 15,424 shares; 2025Q4: 14,834 shares 14,834 $712K 0.04% -590 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,564 shares; 2024Q4: 4,544 shares; 2025Q1: 4,582 shares; 2025Q2: 4,581 shares; 2025Q3: 4,346 shares; 2025Q4: 4,349 shares 4,349 $710K 0.04% +3 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: 1,541 shares; 2024Q4: 1,623 shares; 2025Q1: 1,682 shares; 2025Q2: not reported; 2025Q3: 1,897 shares; 2025Q4: 2,098 shares 2,098 $710K 0.04% +201 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 7,436 shares; 2025Q1: 7,428 shares; 2025Q2: 7,931 shares; 2025Q3: 7,897 shares; 2025Q4: 16,569 shares 16,569 $707K 0.04% +8,672 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,076 shares; 2024Q4: 9,782 shares; 2025Q1: 9,693 shares; 2025Q2: 9,902 shares; 2025Q3: 9,603 shares; 2025Q4: 7,772 shares 7,772 $705K 0.04% -1,831 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: 7,374 shares; 2024Q4: 7,208 shares; 2025Q1: 9,675 shares; 2025Q2: 7,470 shares; 2025Q3: 8,964 shares; 2025Q4: 10,134 shares 10,134 $704K 0.04% +1,170 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,077 shares; 2024Q4: 15,452 shares; 2025Q1: 15,149 shares; 2025Q2: 15,056 shares; 2025Q3: 14,740 shares; 2025Q4: 14,966 shares 14,966 $701K 0.04% +226 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,996 shares; 2024Q4: 13,581 shares; 2025Q1: 12,561 shares; 2025Q2: 12,397 shares; 2025Q3: 12,729 shares; 2025Q4: 11,576 shares 11,576 $699K 0.04% -1,153 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,786 shares; 2024Q4: 11,673 shares; 2025Q1: 11,174 shares; 2025Q2: 11,971 shares; 2025Q3: 12,196 shares; 2025Q4: 12,883 shares 12,883 $694K 0.04% +687 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,855 shares; 2024Q4: 5,361 shares; 2025Q1: 6,513 shares; 2025Q2: 6,704 shares; 2025Q3: 6,701 shares; 2025Q4: 8,882 shares 8,882 $683K 0.04% +2,181 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: 6,470 shares; 2024Q4: 6,471 shares; 2025Q1: 6,472 shares; 2025Q2: 6,473 shares; 2025Q3: 6,475 shares; 2025Q4: 6,780 shares 6,780 $681K 0.04% +305 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: 14,599 shares; 2024Q4: 13,691 shares; 2025Q1: 14,400 shares; 2025Q2: 13,554 shares; 2025Q3: 12,957 shares; 2025Q4: 14,040 shares 14,040 $680K 0.04% +1,083 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,427 shares; 2024Q4: 12,426 shares; 2025Q1: 11,522 shares; 2025Q2: 11,127 shares; 2025Q3: 11,052 shares; 2025Q4: 11,237 shares 11,237 $675K 0.04% +185 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: 6,716 shares; 2024Q4: 6,716 shares; 2025Q1: 6,741 shares; 2025Q2: 6,777 shares; 2025Q3: 6,777 shares; 2025Q4: 6,777 shares 6,777 $674K 0.04% 0 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: 10,787 shares; 2024Q4: 11,451 shares; 2025Q1: 10,197 shares; 2025Q2: 8,899 shares; 2025Q3: 8,961 shares; 2025Q4: 7,996 shares 7,996 $673K 0.04% -965 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,841 shares; 2024Q4: 21,177 shares; 2025Q1: 21,533 shares; 2025Q2: 20,684 shares; 2025Q3: 20,707 shares; 2025Q4: 20,661 shares 20,661 $673K 0.04% -46 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 12,314 shares; 2025Q1: 12,239 shares; 2025Q2: 23,344 shares; 2025Q3: 24,027 shares; 2025Q4: 26,190 shares 26,190 $672K 0.04% +2,163 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 24,200 shares; 2025Q1: 23,833 shares; 2025Q2: 26,143 shares; 2025Q3: 25,070 shares; 2025Q4: 24,865 shares 24,865 $669K 0.03% -205 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 5,344 shares; 2025Q1: 5,637 shares; 2025Q2: 6,291 shares; 2025Q3: 6,905 shares; 2025Q4: 6,268 shares 6,268 $662K 0.03% -637 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: 2,453 shares; 2024Q4: 3,155 shares; 2025Q1: 3,157 shares; 2025Q2: 3,461 shares; 2025Q3: 3,296 shares; 2025Q4: 3,369 shares 3,369 $657K 0.03% +73 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5,385 shares; 2025Q1: 5,449 shares; 2025Q2: not reported; 2025Q3: 5,098 shares; 2025Q4: 4,953 shares 4,953 $657K 0.03% -145 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 3,565 shares; 2025Q1: 3,893 shares; 2025Q2: 4,437 shares; 2025Q3: 5,054 shares; 2025Q4: 5,202 shares 5,202 $653K 0.03% +148 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,721 shares; 2024Q4: 9,866 shares; 2025Q1: 9,803 shares; 2025Q2: 7,587 shares; 2025Q3: 7,252 shares; 2025Q4: 14,569 shares 14,569 $651K 0.03% +7,317 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 1,651 shares; 2025Q1: 1,573 shares; 2025Q2: 1,591 shares; 2025Q3: 1,581 shares; 2025Q4: 1,666 shares 1,666 $645K 0.03% +85 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: 1,652 shares; 2024Q4: 2,212 shares; 2025Q1: 2,255 shares; 2025Q2: 2,472 shares; 2025Q3: 2,878 shares; 2025Q4: 2,357 shares 2,357 $639K 0.03% -521 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,604 shares; 2025Q2: 1,655 shares; 2025Q3: 1,620 shares; 2025Q4: 1,435 shares 1,435 $639K 0.03% -185 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 2,762 shares; 2025Q1: 3,765 shares; 2025Q2: 3,560 shares; 2025Q3: 3,560 shares; 2025Q4: 3,588 shares 3,588 $636K 0.03% +28 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,213 shares; 2025Q1: 1,297 shares; 2025Q2: 1,598 shares; 2025Q3: 1,663 shares; 2025Q4: 1,838 shares 1,838 $635K 0.03% +175 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,722 shares 9,722 $633K 0.03% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 3,466 shares; 2025Q1: 3,469 shares; 2025Q2: 3,463 shares; 2025Q3: 3,464 shares; 2025Q4: 3,354 shares 3,354 $631K 0.03% -110 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,596 shares; 2024Q4: 5,595 shares; 2025Q1: 5,606 shares; 2025Q2: 6,999 shares; 2025Q3: 7,009 shares; 2025Q4: 7,020 shares 7,020 $628K 0.03% +11 Timeline EWJ 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: 4,068 shares; 2024Q4: 4,883 shares; 2025Q1: 4,883 shares; 2025Q2: 4,887 shares; 2025Q3: 4,887 shares; 2025Q4: 7,769 shares 7,769 $627K 0.03% +2,882 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,211 shares; 2024Q4: 4,077 shares; 2025Q1: 3,978 shares; 2025Q2: 4,797 shares; 2025Q3: 4,630 shares; 2025Q4: 4,556 shares 4,556 $616K 0.03% -74 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,315 shares; 2024Q4: 11,489 shares; 2025Q1: 11,933 shares; 2025Q2: 12,083 shares; 2025Q3: 11,848 shares; 2025Q4: 11,575 shares 11,575 $612K 0.03% -273 Timeline XBI 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: 4,946 shares; 2024Q4: 5,291 shares; 2025Q1: 5,291 shares; 2025Q2: 5,146 shares; 2025Q3: 4,995 shares; 2025Q4: 4,997 shares 4,997 $609K 0.03% +2 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,006 shares; 2025Q3: 4,593 shares; 2025Q4: 5,199 shares 5,199 $604K 0.03% +606 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,612 shares; 2024Q4: 24,765 shares; 2025Q1: 40,344 shares; 2025Q2: 38,855 shares; 2025Q3: 45,049 shares; 2025Q4: 34,578 shares 34,578 $595K 0.03% -10,471 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: 18,957 shares; 2024Q4: 18,769 shares; 2025Q1: 20,427 shares; 2025Q2: 10,233 shares; 2025Q3: 10,512 shares; 2025Q4: 7,439 shares 7,439 $590K 0.03% -3,073 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,632 shares; 2024Q4: 14,242 shares; 2025Q1: 14,304 shares; 2025Q2: 12,293 shares; 2025Q3: 12,404 shares; 2025Q4: 13,386 shares 13,386 $584K 0.03% +982 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 6,449 shares; 2025Q1: 6,824 shares; 2025Q2: 6,983 shares; 2025Q3: 6,265 shares; 2025Q4: 6,656 shares 6,656 $582K 0.03% +391 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,378 shares; 2024Q4: 17,378 shares; 2025Q1: 17,378 shares; 2025Q2: 17,378 shares; 2025Q3: 17,378 shares; 2025Q4: 17,378 shares 17,378 $581K 0.03% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 1,322 shares; 2025Q3: 1,560 shares; 2025Q4: 1,916 shares 1,916 $580K 0.03% +356 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,732 shares 8,732 $572K 0.03% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,087 shares; 2024Q4: 8,122 shares; 2025Q1: 7,683 shares; 2025Q2: 8,655 shares; 2025Q3: 8,207 shares; 2025Q4: 8,224 shares 8,224 $571K 0.03% +17 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,199 shares; 2024Q4: 6,409 shares; 2025Q1: 6,434 shares; 2025Q2: 6,376 shares; 2025Q3: 6,623 shares; 2025Q4: 7,883 shares 7,883 $570K 0.03% +1,260 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 1,439 shares; 2025Q1: 1,443 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,446 shares 1,446 $570K 0.03% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,217 shares; 2024Q4: 8,769 shares; 2025Q1: 9,386 shares; 2025Q2: 8,735 shares; 2025Q3: 9,127 shares; 2025Q4: 7,272 shares 7,272 $565K 0.03% -1,855 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: 1,152 shares; 2024Q4: 2,378 shares; 2025Q1: 2,612 shares; 2025Q2: 2,509 shares; 2025Q3: 2,893 shares; 2025Q4: 3,062 shares 3,062 $564K 0.03% +169 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: 39,746 shares; 2024Q4: 42,103 shares; 2025Q1: 36,611 shares; 2025Q2: 30,070 shares; 2025Q3: 26,708 shares; 2025Q4: 18,595 shares 18,595 $559K 0.03% -8,113 Timeline LMBS 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: 40,450 shares; 2024Q4: 44,914 shares; 2025Q1: 24,303 shares; 2025Q2: 23,018 shares; 2025Q3: 15,118 shares; 2025Q4: 11,093 shares 11,093 $555K 0.03% -4,025 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,146 shares; 2025Q1: 2,470 shares; 2025Q2: 1,980 shares; 2025Q3: 1,966 shares; 2025Q4: 1,966 shares 1,966 $549K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,839 shares; 2025Q1: 1,839 shares; 2025Q2: 1,839 shares; 2025Q3: 1,839 shares; 2025Q4: 1,839 shares 1,839 $549K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,765 shares; 2025Q1: 2,072 shares; 2025Q2: 2,199 shares; 2025Q3: 1,974 shares; 2025Q4: 2,182 shares 2,182 $549K 0.03% +208 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,634 shares; 2024Q4: 4,608 shares; 2025Q1: 4,567 shares; 2025Q2: 4,918 shares; 2025Q3: 4,801 shares; 2025Q4: 4,575 shares 4,575 $548K 0.03% -226 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,946 shares; 2024Q4: 6,317 shares; 2025Q1: 6,298 shares; 2025Q2: not reported; 2025Q3: 6,269 shares; 2025Q4: 6,399 shares 6,399 $546K 0.03% +130 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 494 shares; 2025Q1: 596 shares; 2025Q2: 750 shares; 2025Q3: 809 shares; 2025Q4: 891 shares 891 $541K 0.03% +82 Timeline FXU 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: 12,893 shares; 2024Q4: 12,583 shares; 2025Q1: 12,640 shares; 2025Q2: 13,262 shares; 2025Q3: 13,469 shares; 2025Q4: 11,980 shares 11,980 $539K 0.03% -1,489 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,906 shares; 2024Q4: 5,245 shares; 2025Q1: 5,567 shares; 2025Q2: 5,878 shares; 2025Q3: 5,744 shares; 2025Q4: 5,616 shares 5,616 $535K 0.03% -128 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,205 shares; 2025Q1: 2,377 shares; 2025Q2: 2,434 shares; 2025Q3: 2,642 shares; 2025Q4: 2,515 shares 2,515 $534K 0.03% -127 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,562 shares; 2025Q1: 1,768 shares; 2025Q2: 2,075 shares; 2025Q3: 2,393 shares; 2025Q4: 2,955 shares 2,955 $534K 0.03% +562 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 2,227 shares; 2025Q1: 1,853 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 1,854 shares 1,854 $534K 0.03% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,518 shares; 2025Q1: 1,735 shares; 2025Q2: 2,576 shares; 2025Q3: 2,470 shares; 2025Q4: 2,338 shares 2,338 $534K 0.03% -132 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: 1,685 shares; 2024Q4: 1,637 shares; 2025Q1: 1,647 shares; 2025Q2: 1,607 shares; 2025Q3: 1,720 shares; 2025Q4: 1,702 shares 1,702 $533K 0.03% -18 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,238 shares 5,238 $532K 0.03% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,260 shares; 2025Q1: 1,452 shares; 2025Q2: 1,595 shares; 2025Q3: 1,581 shares; 2025Q4: 1,640 shares 1,640 $532K 0.03% +59 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,808 shares; 2024Q4: 9,308 shares; 2025Q1: 9,308 shares; 2025Q2: 9,308 shares; 2025Q3: 12,308 shares; 2025Q4: 12,408 shares 12,408 $532K 0.03% +100 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: 9,497 shares; 2024Q4: 8,185 shares; 2025Q1: 7,284 shares; 2025Q2: 7,028 shares; 2025Q3: 5,844 shares; 2025Q4: 6,990 shares 6,990 $527K 0.03% +1,146 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,168 shares; 2024Q4: 14,063 shares; 2025Q1: 13,877 shares; 2025Q2: 13,780 shares; 2025Q3: 13,846 shares; 2025Q4: 13,805 shares 13,805 $524K 0.03% -41 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: 5,791 shares; 2024Q4: 5,931 shares; 2025Q1: 5,691 shares; 2025Q2: 5,751 shares; 2025Q3: 5,730 shares; 2025Q4: 5,916 shares 5,916 $524K 0.03% +186 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,471 shares; 2024Q4: 21,632 shares; 2025Q1: 22,921 shares; 2025Q2: 23,668 shares; 2025Q3: 21,340 shares; 2025Q4: 18,457 shares 18,457 $517K 0.03% -2,883 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: 3,036 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,431 shares 5,431 $516K 0.03% new Timeline IUSB 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: 13,603 shares; 2024Q4: 12,523 shares; 2025Q1: 12,348 shares; 2025Q2: 11,700 shares; 2025Q3: 10,936 shares; 2025Q4: 10,921 shares 10,921 $508K 0.03% -15 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,227 shares; 2025Q1: 1,332 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,306 shares 1,306 $508K 0.03% +31 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: 1,548 shares; 2025Q3: 1,972 shares; 2025Q4: 2,491 shares 2,491 $508K 0.03% +519 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,320 shares 6,320 $507K 0.03% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 2,109 shares; 2025Q1: 2,317 shares; 2025Q2: 2,325 shares; 2025Q3: 2,228 shares; 2025Q4: 2,727 shares 2,727 $505K 0.03% +499 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,579 shares; 2025Q1: 1,630 shares; 2025Q2: 1,956 shares; 2025Q3: 2,041 shares; 2025Q4: 2,422 shares 2,422 $504K 0.03% +381 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 805 shares; 2025Q1: 812 shares; 2025Q2: 931 shares; 2025Q3: 966 shares; 2025Q4: 884 shares 884 $504K 0.03% -82 Timeline SHM 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: 10,150 shares; 2024Q4: 10,231 shares; 2025Q1: 10,274 shares; 2025Q2: 10,340 shares; 2025Q3: 10,408 shares; 2025Q4: 10,501 shares 10,501 $504K 0.03% +93 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,950 shares; 2024Q4: 23,950 shares; 2025Q1: 23,950 shares; 2025Q2: 23,950 shares; 2025Q3: 23,950 shares; 2025Q4: 23,950 shares 23,950 $504K 0.03% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,474 shares; 2025Q1: 2,656 shares; 2025Q2: 3,036 shares; 2025Q3: 3,434 shares; 2025Q4: 3,125 shares 3,125 $503K 0.03% -309 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 3,891 shares; 2025Q1: 3,885 shares; 2025Q2: 3,888 shares; 2025Q3: 3,929 shares; 2025Q4: 3,972 shares 3,972 $503K 0.03% +43 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: 3,034 shares; 2024Q4: 3,190 shares; 2025Q1: 3,272 shares; 2025Q2: 3,306 shares; 2025Q3: 3,361 shares; 2025Q4: 3,120 shares 3,120 $500K 0.03% -241 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,418 shares; 2025Q3: 1,656 shares; 2025Q4: 2,196 shares 2,196 $497K 0.03% +540 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: 6,555 shares; 2024Q4: 10,344 shares; 2025Q1: 10,479 shares; 2025Q2: 9,748 shares; 2025Q3: 7,939 shares; 2025Q4: 7,777 shares 7,777 $496K 0.03% -162 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,807 shares; 2024Q4: 11,717 shares; 2025Q1: 11,817 shares; 2025Q2: 11,817 shares; 2025Q3: 12,037 shares; 2025Q4: 12,037 shares 12,037 $494K 0.03% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 1,027 shares; 2025Q1: 1,044 shares; 2025Q2: 1,237 shares; 2025Q3: 1,411 shares; 2025Q4: 1,729 shares 1,729 $488K 0.03% +318 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,418 shares; 2025Q1: 4,495 shares; 2025Q2: 4,443 shares; 2025Q3: 4,383 shares; 2025Q4: 3,449 shares 3,449 $487K 0.03% -934 Timeline VCEB 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: 7,207 shares; 2024Q4: 7,304 shares; 2025Q1: 7,353 shares; 2025Q2: 7,432 shares; 2025Q3: 7,511 shares; 2025Q4: 7,612 shares 7,612 $484K 0.03% +101 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 2,946 shares; 2025Q1: 3,109 shares; 2025Q2: 3,166 shares; 2025Q3: 2,693 shares; 2025Q4: 2,345 shares 2,345 $482K 0.03% -348 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,683 shares; 2024Q4: 14,683 shares; 2025Q1: 14,683 shares; 2025Q2: 14,683 shares; 2025Q3: 14,683 shares; 2025Q4: 14,683 shares 14,683 $481K 0.03% 0 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,749 shares; 2024Q4: 21,333 shares; 2025Q1: 21,379 shares; 2025Q2: 21,429 shares; 2025Q3: 21,479 shares; 2025Q4: 20,547 shares 20,547 $479K 0.02% -932 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 804 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 792 shares; 2025Q4: 792 shares 792 $478K 0.02% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,684 shares; 2024Q4: 7,093 shares; 2025Q1: 7,102 shares; 2025Q2: 7,126 shares; 2025Q3: 7,090 shares; 2025Q4: 6,034 shares 6,034 $476K 0.02% -1,056 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: 9,246 shares; 2024Q4: 9,311 shares; 2025Q1: 9,376 shares; 2025Q2: 9,437 shares; 2025Q3: 9,499 shares; 2025Q4: 9,560 shares 9,560 $474K 0.02% +61 Timeline FLTB 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: 7,803 shares; 2024Q4: 7,820 shares; 2025Q1: 9,386 shares; 2025Q2: 9,422 shares; 2025Q3: 9,353 shares; 2025Q4: 9,352 shares 9,352 $474K 0.02% -1 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,452 shares; 2025Q1: 1,519 shares; 2025Q2: 1,669 shares; 2025Q3: 2,397 shares; 2025Q4: 2,116 shares 2,116 $474K 0.02% -281 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,944 shares 4,944 $466K 0.02% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,335 shares; 2025Q4: 6,503 shares 6,503 $465K 0.02% +3,168 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: 1,842 shares; 2024Q4: 1,716 shares; 2025Q1: 2,217 shares; 2025Q2: 2,987 shares; 2025Q3: 2,777 shares; 2025Q4: 2,335 shares 2,335 $464K 0.02% -442 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,533 shares; 2025Q2: 3,537 shares; 2025Q3: 3,749 shares; 2025Q4: 6,389 shares 6,389 $460K 0.02% +2,640 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 5,193 shares; 2025Q1: 5,230 shares; 2025Q2: 6,089 shares; 2025Q3: 5,000 shares; 2025Q4: 9,884 shares 9,884 $460K 0.02% +4,884 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 2,257 shares; 2025Q1: 2,583 shares; 2025Q2: 2,768 shares; 2025Q3: 2,737 shares; 2025Q4: 2,815 shares 2,815 $458K 0.02% +78 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 579 shares; 2025Q1: 547 shares; 2025Q2: 563 shares; 2025Q3: 475 shares; 2025Q4: 560 shares 560 $454K 0.02% +85 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,747 shares; 2024Q4: 15,300 shares; 2025Q1: 15,300 shares; 2025Q2: 14,671 shares; 2025Q3: 14,671 shares; 2025Q4: 9,384 shares 9,384 $452K 0.02% -5,287 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 3,908 shares; 2025Q1: 3,894 shares; 2025Q2: 3,883 shares; 2025Q3: 3,867 shares; 2025Q4: 3,854 shares 3,854 $452K 0.02% -13 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 9,731 shares; 2025Q1: 9,705 shares; 2025Q2: 9,767 shares; 2025Q3: 9,356 shares; 2025Q4: 9,466 shares 9,466 $452K 0.02% +110 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 907 shares; 2025Q1: 971 shares; 2025Q2: 997 shares; 2025Q3: 990 shares; 2025Q4: 964 shares 964 $450K 0.02% -26 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,108 shares; 2024Q4: 9,419 shares; 2025Q1: 9,779 shares; 2025Q2: 12,492 shares; 2025Q3: 12,069 shares; 2025Q4: 16,401 shares 16,401 $450K 0.02% +4,332 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: 4,537 shares; 2024Q4: 4,685 shares; 2025Q1: 3,495 shares; 2025Q2: 2,157 shares; 2025Q3: 1,971 shares; 2025Q4: 1,546 shares 1,546 $447K 0.02% -425 Timeline IPAC 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: 6,089 shares; 2024Q4: 6,089 shares; 2025Q1: 6,089 shares; 2025Q2: 6,089 shares; 2025Q3: 6,089 shares; 2025Q4: 6,089 shares 6,089 $446K 0.02% 0 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: 4,542 shares; 2024Q4: 4,865 shares; 2025Q1: 4,239 shares; 2025Q2: 3,250 shares; 2025Q3: 3,292 shares; 2025Q4: 3,136 shares 3,136 $445K 0.02% -156 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,981 shares; 2024Q4: 13,981 shares; 2025Q1: 13,581 shares; 2025Q2: 13,581 shares; 2025Q3: 13,605 shares; 2025Q4: 13,616 shares 13,616 $443K 0.02% +11 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 1,090 shares; 2025Q1: 1,253 shares; 2025Q2: 1,547 shares; 2025Q3: 1,439 shares; 2025Q4: 1,137 shares 1,137 $443K 0.02% -302 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: 6,703 shares 6,703 $439K 0.02% new Timeline URTH 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: 2,378 shares; 2024Q4: 2,378 shares; 2025Q1: 2,373 shares; 2025Q2: 2,373 shares; 2025Q3: 2,350 shares; 2025Q4: 2,328 shares 2,328 $432K 0.02% -22 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 10,805 shares; 2025Q1: 10,505 shares; 2025Q2: 11,272 shares; 2025Q3: 13,042 shares; 2025Q4: 13,330 shares 13,330 $430K 0.02% +288 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,388 shares; 2025Q1: 4,620 shares; 2025Q2: 4,615 shares; 2025Q3: 4,605 shares; 2025Q4: 4,596 shares 4,596 $429K 0.02% -9 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,683 shares; 2025Q3: 6,475 shares; 2025Q4: 11,297 shares 11,297 $428K 0.02% +4,822 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,782 shares 2,782 $426K 0.02% new 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: 9,893 shares; 2024Q4: 9,849 shares; 2025Q1: 10,183 shares; 2025Q2: 7,763 shares; 2025Q3: 7,846 shares; 2025Q4: 5,178 shares 5,178 $423K 0.02% -2,668 Timeline IYF 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: 2,693 shares; 2024Q4: 3,313 shares; 2025Q1: 3,359 shares; 2025Q2: 3,274 shares; 2025Q3: 3,281 shares; 2025Q4: 3,268 shares 3,268 $421K 0.02% -13 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,552 shares 57,552 $421K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,138 shares; 2024Q4: 33,016 shares; 2025Q1: 33,019 shares; 2025Q2: 26,339 shares; 2025Q3: 26,568 shares; 2025Q4: 25,509 shares 25,509 $421K 0.02% -1,059 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,921 shares 2,921 $417K 0.02% new Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,828 shares; 2024Q4: 10,074 shares; 2025Q1: 9,823 shares; 2025Q2: 10,668 shares; 2025Q3: 12,462 shares; 2025Q4: 12,358 shares 12,358 $417K 0.02% -104 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,263 shares; 2024Q4: 27,490 shares; 2025Q1: 27,891 shares; 2025Q2: 27,860 shares; 2025Q3: 8,247 shares; 2025Q4: 8,197 shares 8,197 $415K 0.02% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: not reported; 2025Q4: 3,431 shares 3,431 $415K 0.02% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 3,145 shares; 2025Q1: 3,157 shares; 2025Q2: 3,165 shares; 2025Q3: 3,098 shares; 2025Q4: 3,098 shares 3,098 $414K 0.02% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,644 shares; 2025Q1: 1,753 shares; 2025Q2: 2,002 shares; 2025Q3: 2,263 shares; 2025Q4: 2,415 shares 2,415 $411K 0.02% +152 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,468 shares; 2024Q4: 10,132 shares; 2025Q1: 10,361 shares; 2025Q2: 9,610 shares; 2025Q3: 9,577 shares; 2025Q4: 8,316 shares 8,316 $409K 0.02% -1,261 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 7,255 shares; 2025Q1: 7,255 shares; 2025Q2: 7,255 shares; 2025Q3: 9,755 shares; 2025Q4: 9,855 shares 9,855 $409K 0.02% +100 Timeline ARIS ARIS MINING CORPORATION More: the full row for ARIS MINING 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $406K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,314 shares; 2025Q1: 1,292 shares; 2025Q2: 1,278 shares; 2025Q3: 1,274 shares; 2025Q4: 1,242 shares 1,242 $402K 0.02% -32 Timeline GNOV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,109 shares; 2024Q4: 10,109 shares; 2025Q1: 10,109 shares; 2025Q2: 10,109 shares; 2025Q3: 10,109 shares; 2025Q4: 10,109 shares 10,109 $402K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,077 shares; 2024Q4: 25,794 shares; 2025Q1: 24,985 shares; 2025Q2: 24,720 shares; 2025Q3: 24,604 shares; 2025Q4: 24,797 shares 24,797 $399K 0.02% +193 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 2,768 shares; 2025Q1: 2,803 shares; 2025Q2: 3,976 shares; 2025Q3: 4,921 shares; 2025Q4: 4,698 shares 4,698 $397K 0.02% -223 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL 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: not reported; 2025Q2: not reported; 2025Q3: 4,117 shares; 2025Q4: 5,340 shares 5,340 $396K 0.02% +1,223 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,155 shares; 2025Q1: 16,136 shares; 2025Q2: 14,830 shares; 2025Q3: 14,886 shares; 2025Q4: 14,494 shares 14,494 $396K 0.02% -392 Timeline SOXX 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: 1,484 shares; 2024Q4: 1,440 shares; 2025Q1: 1,759 shares; 2025Q2: 1,801 shares; 2025Q3: 1,278 shares; 2025Q4: 1,312 shares 1,312 $395K 0.02% +34 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,330 shares; 2025Q1: 3,111 shares; 2025Q2: not reported; 2025Q3: 1,487 shares; 2025Q4: 2,430 shares 2,430 $392K 0.02% +943 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,600 shares; 2025Q2: 7,797 shares; 2025Q3: 7,311 shares; 2025Q4: 7,857 shares 7,857 $390K 0.02% +546 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,056 shares; 2025Q1: 5,182 shares; 2025Q2: 3,798 shares; 2025Q3: 3,343 shares; 2025Q4: 2,968 shares 2,968 $389K 0.02% -375 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: not reported; 2025Q1: 1,033 shares; 2025Q2: 1,048 shares; 2025Q3: 1,045 shares; 2025Q4: 1,100 shares 1,100 $389K 0.02% +55 Timeline FHLC 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: 50,519 shares; 2024Q4: 6,468 shares; 2025Q1: 6,416 shares; 2025Q2: not reported; 2025Q3: 5,763 shares; 2025Q4: 5,206 shares 5,206 $387K 0.02% -557 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: 8,587 shares; 2025Q1: 9,117 shares; 2025Q2: 9,117 shares; 2025Q3: 12,409 shares; 2025Q4: 8,990 shares 8,990 $385K 0.02% -3,419 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 8,561 shares; 2025Q4: 8,689 shares 8,689 $385K 0.02% +128 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 4,293 shares; 2025Q1: 3,657 shares; 2025Q2: 3,673 shares; 2025Q3: 3,697 shares; 2025Q4: 3,500 shares 3,500 $385K 0.02% -197 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: 3,281 shares; 2024Q4: 2,896 shares; 2025Q1: 3,774 shares; 2025Q2: 4,226 shares; 2025Q3: 4,858 shares; 2025Q4: 4,503 shares 4,503 $383K 0.02% -355 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 5,523 shares; 2025Q1: 5,507 shares; 2025Q2: 5,516 shares; 2025Q3: 5,577 shares; 2025Q4: 5,577 shares 5,577 $381K 0.02% 0 Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,434 shares; 2025Q2: 7,914 shares; 2025Q3: 8,920 shares; 2025Q4: 8,371 shares 8,371 $378K 0.02% -549 FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 4,232 shares; 2025Q1: 4,283 shares; 2025Q2: not reported; 2025Q3: 4,733 shares; 2025Q4: 4,749 shares 4,749 $377K 0.02% +16 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,512 shares; 2025Q1: 1,667 shares; 2025Q2: 1,764 shares; 2025Q3: 1,963 shares; 2025Q4: 2,039 shares 2,039 $377K 0.02% +76 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 2,784 shares; 2025Q1: 2,401 shares; 2025Q2: 2,677 shares; 2025Q3: 3,490 shares; 2025Q4: 3,897 shares 3,897 $375K 0.02% +407 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,488 shares; 2025Q1: 1,488 shares; 2025Q2: 1,488 shares; 2025Q3: 1,488 shares; 2025Q4: 1,488 shares 1,488 $374K 0.02% 0 Timeline VMBS 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: 7,666 shares; 2024Q4: 7,672 shares; 2025Q1: 7,676 shares; 2025Q2: 7,682 shares; 2025Q3: 7,688 shares; 2025Q4: 7,931 shares 7,931 $373K 0.02% +243 Timeline HYD 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: 25,777 shares; 2024Q4: 69,967 shares; 2025Q1: 25,246 shares; 2025Q2: 55,395 shares; 2025Q3: 25,107 shares; 2025Q4: 7,292 shares 7,292 $373K 0.02% -17,815 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: not reported; 2025Q1: 1,130 shares; 2025Q2: 1,194 shares; 2025Q3: 1,495 shares; 2025Q4: 1,656 shares 1,656 $371K 0.02% +161 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,463 shares; 2025Q4: 5,463 shares 5,463 $370K 0.02% 0 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: 19,057 shares; 2024Q4: 14,234 shares; 2025Q1: 14,318 shares; 2025Q2: 14,446 shares; 2025Q3: 14,530 shares; 2025Q4: 14,586 shares 14,586 $368K 0.02% +56 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,593 shares 4,593 $368K 0.02% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,738 shares; 2025Q1: 2,726 shares; 2025Q2: 2,505 shares; 2025Q3: 2,344 shares; 2025Q4: 2,253 shares 2,253 $368K 0.02% -91 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,195 shares; 2025Q3: 1,253 shares; 2025Q4: 1,612 shares 1,612 $367K 0.02% +359 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,301 shares; 2025Q1: 11,778 shares; 2025Q2: 11,094 shares; 2025Q3: 11,328 shares; 2025Q4: 11,068 shares 11,068 $365K 0.02% -260 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,510 shares; 2024Q4: 8,789 shares; 2025Q1: 8,515 shares; 2025Q2: 8,535 shares; 2025Q3: 9,041 shares; 2025Q4: 10,432 shares 10,432 $359K 0.02% +1,391 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,205 shares; 2024Q4: 10,205 shares; 2025Q1: 10,412 shares; 2025Q2: 9,948 shares; 2025Q3: 8,379 shares; 2025Q4: 7,658 shares 7,658 $358K 0.02% -721 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: not reported; 2024Q4: 2,984 shares; 2025Q1: 5,339 shares; 2025Q2: 6,669 shares; 2025Q3: 7,055 shares; 2025Q4: 4,695 shares 4,695 $358K 0.02% -2,360 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,001 shares; 2025Q1: 6,002 shares; 2025Q2: 6,026 shares; 2025Q3: 6,079 shares; 2025Q4: 6,069 shares 6,069 $356K 0.02% -10 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $355K 0.02% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,715 shares; 2025Q3: 2,043 shares; 2025Q4: 2,524 shares 2,524 $354K 0.02% +481 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,851 shares; 2024Q4: 51,999 shares; 2025Q1: 52,055 shares; 2025Q2: 9,861 shares; 2025Q3: 6,308 shares; 2025Q4: 6,917 shares 6,917 $354K 0.02% +609 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,047 shares; 2025Q3: 2,039 shares; 2025Q4: 2,538 shares 2,538 $352K 0.02% +499 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,225 shares; 2025Q2: 3,623 shares; 2025Q3: 3,705 shares; 2025Q4: 3,807 shares 3,807 $352K 0.02% +102 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 6,161 shares; 2025Q1: 6,141 shares; 2025Q2: 7,722 shares; 2025Q3: 7,702 shares; 2025Q4: 6,942 shares 6,942 $347K 0.02% -760 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,648 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,070 shares 6,070 $346K 0.02% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,381 shares; 2025Q2: 2,389 shares; 2025Q3: 2,106 shares; 2025Q4: 2,876 shares 2,876 $344K 0.02% +770 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,333 shares; 2024Q4: 3,829 shares; 2025Q1: 3,946 shares; 2025Q2: 3,981 shares; 2025Q3: 3,986 shares; 2025Q4: 4,044 shares 4,044 $342K 0.02% +58 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,566 shares; 2024Q4: 30,767 shares; 2025Q1: 30,767 shares; 2025Q2: 30,869 shares; 2025Q3: 30,977 shares; 2025Q4: 23,010 shares 23,010 $341K 0.02% -7,967 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,652 shares 40,652 $340K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 331 shares; 2025Q3: 354 shares; 2025Q4: 337 shares 337 $340K 0.02% -17 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 4,269 shares; 2025Q1: 3,755 shares; 2025Q2: 5,113 shares; 2025Q3: 2,433 shares; 2025Q4: 3,970 shares 3,970 $339K 0.02% +1,537 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 2,733 shares; 2025Q1: 4,228 shares; 2025Q2: 4,404 shares; 2025Q3: 3,408 shares; 2025Q4: 3,288 shares 3,288 $337K 0.02% -120 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,085 shares; 2025Q1: 4,908 shares; 2025Q2: 4,232 shares; 2025Q3: 4,259 shares; 2025Q4: 4,139 shares 4,139 $337K 0.02% -120 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,153 shares; 2024Q4: 19,208 shares; 2025Q1: 19,269 shares; 2025Q2: 19,162 shares; 2025Q3: 19,199 shares; 2025Q4: 19,040 shares 19,040 $336K 0.02% -159 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 545 shares 545 $335K 0.02% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,400 shares; 2025Q4: 13,734 shares 13,734 $334K 0.02% +334 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,560 shares; 2024Q4: 7,560 shares; 2025Q1: 7,560 shares; 2025Q2: 7,560 shares; 2025Q3: 7,560 shares; 2025Q4: 7,560 shares 7,560 $332K 0.02% 0 Timeline