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: 373,133 shares; 2024Q4: 373,844 shares; 2025Q1: 372,886 shares; 2025Q2: 392,681 shares; 2025Q3: 391,033 shares; 2025Q4: 386,330 shares 386,330 $130M 15.23% -4,703 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: 531,727 shares; 2024Q4: 551,668 shares; 2025Q1: 592,187 shares; 2025Q2: 580,816 shares; 2025Q3: 580,822 shares; 2025Q4: 583,284 shares 583,284 $52.2M 6.13% +2,462 Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230,608 shares; 2024Q4: 1,254,005 shares; 2025Q1: 1,373,167 shares; 2025Q2: 1,352,846 shares; 2025Q3: 1,399,493 shares; 2025Q4: 1,389,492 shares 1,389,492 $43.7M 5.14% -10,001 Timeline ITAN EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,279 shares; 2024Q4: 710,454 shares; 2025Q1: 722,212 shares; 2025Q2: 776,052 shares; 2025Q3: 799,798 shares; 2025Q4: 792,783 shares 792,783 $29.4M 3.45% -7,015 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,792 shares; 2024Q4: 370,444 shares; 2025Q1: 376,198 shares; 2025Q2: 406,828 shares; 2025Q3: 424,355 shares; 2025Q4: 428,269 shares 428,269 $28M 3.29% +3,914 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,062 shares; 2024Q4: 301,085 shares; 2025Q1: 329,745 shares; 2025Q2: 366,072 shares; 2025Q3: 381,901 shares; 2025Q4: 386,989 shares 386,989 $26.9M 3.16% +5,088 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047,298 shares; 2024Q4: 1,097,107 shares; 2025Q1: 1,227,999 shares; 2025Q2: 1,184,208 shares; 2025Q3: 1,108,013 shares; 2025Q4: 1,062,705 shares 1,062,705 $26.5M 3.12% -45,308 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: 424,880 shares; 2024Q4: 822,596 shares; 2025Q1: 903,329 shares; 2025Q2: 945,290 shares; 2025Q3: 1,033,860 shares; 2025Q4: 1,048,663 shares 1,048,663 $25.2M 2.96% +14,803 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,576 shares; 2024Q4: 502,135 shares; 2025Q1: 486,312 shares; 2025Q2: 486,487 shares; 2025Q3: 510,740 shares; 2025Q4: 485,572 shares 485,572 $24.2M 2.85% -25,168 Timeline TFI 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: 411,400 shares; 2024Q4: 414,862 shares; 2025Q1: 424,019 shares; 2025Q2: 412,345 shares; 2025Q3: 421,438 shares; 2025Q4: 441,931 shares 441,931 $20.2M 2.37% +20,493 Timeline IQDG 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: 359,706 shares; 2024Q4: 373,261 shares; 2025Q1: 411,688 shares; 2025Q2: 425,956 shares; 2025Q3: 459,464 shares; 2025Q4: 466,981 shares 466,981 $19.4M 2.28% +7,517 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: 64,162 shares; 2024Q4: 66,857 shares; 2025Q1: 72,496 shares; 2025Q2: 68,081 shares; 2025Q3: 74,815 shares; 2025Q4: 70,873 shares 70,873 $19.3M 2.26% -3,942 Timeline DLN 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: 220,005 shares; 2024Q4: 218,498 shares; 2025Q1: 219,598 shares; 2025Q2: 213,427 shares; 2025Q3: 208,829 shares; 2025Q4: 212,263 shares 212,263 $18.7M 2.2% +3,434 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,877 shares; 2024Q4: 735,257 shares; 2025Q1: 742,926 shares; 2025Q2: 724,791 shares; 2025Q3: 753,124 shares; 2025Q4: 789,604 shares 789,604 $18.5M 2.17% +36,480 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,745 shares; 2025Q2: 406,639 shares; 2025Q3: 411,245 shares; 2025Q4: 425,300 shares 425,300 $18.1M 2.13% +14,055 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: 112,204 shares; 2024Q4: 124,193 shares; 2025Q1: 128,290 shares; 2025Q2: 133,315 shares; 2025Q3: 142,195 shares; 2025Q4: 148,750 shares 148,750 $15.9M 1.87% +6,555 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: 180,309 shares; 2024Q4: 191,107 shares; 2025Q1: 191,556 shares; 2025Q2: 230,612 shares; 2025Q3: 320,604 shares; 2025Q4: 301,236 shares 301,236 $15.4M 1.81% -19,368 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,935 shares; 2024Q4: 481,364 shares; 2025Q1: 489,573 shares; 2025Q2: 450,756 shares; 2025Q3: 448,374 shares; 2025Q4: 451,937 shares 451,937 $14.7M 1.73% +3,563 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,527 shares; 2024Q4: 109,774 shares; 2025Q1: 119,505 shares; 2025Q2: 122,252 shares; 2025Q3: 130,878 shares; 2025Q4: 134,340 shares 134,340 $13.7M 1.61% +3,462 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,199 shares; 2024Q4: 75,170 shares; 2025Q1: 79,546 shares; 2025Q2: 75,405 shares; 2025Q3: 77,183 shares; 2025Q4: 71,443 shares 71,443 $13.3M 1.57% -5,740 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: 26,175 shares; 2024Q4: 27,684 shares; 2025Q1: 27,917 shares; 2025Q2: 27,385 shares; 2025Q3: 28,644 shares; 2025Q4: 26,961 shares 26,961 $13M 1.53% -1,683 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: 18,346 shares; 2024Q4: 18,054 shares; 2025Q1: 17,898 shares; 2025Q2: 18,415 shares; 2025Q3: 19,438 shares; 2025Q4: 17,542 shares 17,542 $12M 1.41% -1,896 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: 147,533 shares; 2024Q4: 465,220 shares; 2025Q1: 471,280 shares; 2025Q2: 430,465 shares; 2025Q3: 428,227 shares; 2025Q4: 430,740 shares 430,740 $11.6M 1.36% +2,513 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: 83,832 shares; 2024Q4: 123,485 shares; 2025Q1: 129,247 shares; 2025Q2: 129,086 shares; 2025Q3: 133,949 shares; 2025Q4: 139,223 shares 139,223 $8.7M 1.02% +5,274 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: 13,940 shares; 2024Q4: 13,876 shares; 2025Q1: 13,819 shares; 2025Q2: 15,347 shares; 2025Q3: 15,089 shares; 2025Q4: 15,510 shares 15,510 $7.57M 0.89% +421 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: 4,386 shares; 2024Q4: 5,317 shares; 2025Q1: 16,670 shares; 2025Q2: 17,407 shares; 2025Q3: 15,578 shares; 2025Q4: 14,866 shares 14,866 $6.69M 0.79% -712 Timeline IFLN 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: 298,259 shares; 2024Q4: 314,063 shares; 2025Q1: 313,567 shares; 2025Q2: 305,488 shares; 2025Q3: 319,158 shares; 2025Q4: 331,072 shares 331,072 $6.16M 0.72% +11,914 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: 8,581 shares; 2024Q4: 9,456 shares; 2025Q1: 8,977 shares; 2025Q2: 7,997 shares; 2025Q3: 8,828 shares; 2025Q4: 9,080 shares 9,080 $5.99M 0.7% +252 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: 24,059 shares; 2024Q4: 25,045 shares; 2025Q1: 28,207 shares; 2025Q2: 26,810 shares; 2025Q3: 27,018 shares; 2025Q4: 25,247 shares 25,247 $5.83M 0.69% -1,771 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: 44,939 shares; 2024Q4: 50,417 shares; 2025Q1: 50,224 shares; 2025Q2: 52,017 shares; 2025Q3: 51,622 shares; 2025Q4: 51,102 shares 51,102 $5.82M 0.68% -520 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: 14,424 shares; 2024Q4: 14,930 shares; 2025Q1: 16,663 shares; 2025Q2: 17,350 shares; 2025Q3: 17,981 shares; 2025Q4: 17,757 shares 17,757 $5.56M 0.65% -224 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: 63,103 shares; 2024Q4: 65,245 shares; 2025Q1: 66,088 shares; 2025Q2: 63,670 shares; 2025Q3: 63,696 shares; 2025Q4: 63,702 shares 63,702 $4.81M 0.56% +6 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: 6,349 shares; 2024Q4: 7,034 shares; 2025Q1: 7,030 shares; 2025Q2: 7,723 shares; 2025Q3: 7,652 shares; 2025Q4: 6,782 shares 6,782 $4.62M 0.54% -870 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: 16,673 shares; 2024Q4: 16,323 shares; 2025Q1: 15,497 shares; 2025Q2: 15,127 shares; 2025Q3: 14,461 shares; 2025Q4: 13,911 shares 13,911 $4.55M 0.54% -550 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: 12,481 shares; 2024Q4: 11,997 shares; 2025Q1: 13,897 shares; 2025Q2: 14,042 shares; 2025Q3: 14,165 shares; 2025Q4: 14,123 shares 14,123 $4.55M 0.53% -42 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: 4,659 shares; 2024Q4: 4,653 shares; 2025Q1: 8,295 shares; 2025Q2: 7,046 shares; 2025Q3: 6,392 shares; 2025Q4: 6,572 shares 6,572 $4.12M 0.48% +180 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: 8,894 shares; 2024Q4: 11,811 shares; 2025Q1: 12,172 shares; 2025Q2: 12,170 shares; 2025Q3: 11,979 shares; 2025Q4: 11,734 shares 11,734 $4.12M 0.48% -245 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: 5,387 shares; 2024Q4: 6,411 shares; 2025Q1: 6,552 shares; 2025Q2: 6,541 shares; 2025Q3: 6,590 shares; 2025Q4: 6,651 shares 6,651 $3.34M 0.39% +61 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: 7,241 shares; 2024Q4: 7,997 shares; 2025Q1: 9,084 shares; 2025Q2: 9,140 shares; 2025Q3: 9,410 shares; 2025Q4: 9,616 shares 9,616 $3.33M 0.39% +206 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,059 shares; 2024Q4: 115,000 shares; 2025Q1: 110,817 shares; 2025Q2: 108,164 shares; 2025Q3: 107,906 shares; 2025Q4: 106,531 shares 106,531 $3.2M 0.38% -1,375 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: 10,954 shares; 2024Q4: 10,578 shares; 2025Q1: 10,753 shares; 2025Q2: 10,201 shares; 2025Q3: 10,637 shares; 2025Q4: 10,079 shares 10,079 $3.16M 0.37% -558 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: 10,959 shares; 2024Q4: 11,018 shares; 2025Q1: 10,775 shares; 2025Q2: 10,988 shares; 2025Q3: 10,681 shares; 2025Q4: 10,553 shares 10,553 $3.06M 0.36% -128 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,253 shares 48,253 $2.84M 0.33% new 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: 53,511 shares; 2024Q4: 60,338 shares; 2025Q1: 65,891 shares; 2025Q2: 64,864 shares; 2025Q3: 63,720 shares; 2025Q4: 66,032 shares 66,032 $2.83M 0.33% +2,312 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: 27,398 shares; 2024Q4: 38,725 shares; 2025Q1: 38,783 shares; 2025Q2: 37,896 shares; 2025Q3: 37,523 shares; 2025Q4: 37,164 shares 37,164 $2.65M 0.31% -359 Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,012 shares 53,012 $2.61M 0.31% new 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: 24,989 shares; 2024Q4: 76,685 shares; 2025Q1: 76,657 shares; 2025Q2: 96,010 shares; 2025Q3: 95,141 shares; 2025Q4: 94,945 shares 94,945 $2.6M 0.31% -196 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,980 shares; 2024Q4: 100,044 shares; 2025Q1: 98,477 shares; 2025Q2: 88,818 shares; 2025Q3: 89,366 shares; 2025Q4: 89,210 shares 89,210 $2.54M 0.3% -156 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: 6,294 shares; 2024Q4: 6,447 shares; 2025Q1: 7,742 shares; 2025Q2: 6,696 shares; 2025Q3: 5,498 shares; 2025Q4: 5,306 shares 5,306 $2.51M 0.3% -192 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: 10,802 shares; 2024Q4: 12,233 shares; 2025Q1: 12,073 shares; 2025Q2: 10,522 shares; 2025Q3: 12,101 shares; 2025Q4: 10,089 shares 10,089 $2.48M 0.29% -2,012 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: 28,302 shares; 2024Q4: 29,083 shares; 2025Q1: 29,163 shares; 2025Q2: 28,936 shares; 2025Q3: 28,954 shares; 2025Q4: 28,970 shares 28,970 $2.45M 0.29% +16 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 228,754 shares; 2025Q1: 228,754 shares; 2025Q2: 228,823 shares; 2025Q3: 228,876 shares; 2025Q4: 228,942 shares 228,942 $2.42M 0.28% +66 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: 5,081 shares; 2024Q4: 5,257 shares; 2025Q1: 5,054 shares; 2025Q2: 4,520 shares; 2025Q3: 4,204 shares; 2025Q4: 3,841 shares 3,841 $2.36M 0.28% -363 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,885 shares; 2024Q4: 22,665 shares; 2025Q1: 24,081 shares; 2025Q2: 23,753 shares; 2025Q3: 22,977 shares; 2025Q4: 24,048 shares 24,048 $2.35M 0.28% +1,071 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: 20,275 shares; 2024Q4: 20,116 shares; 2025Q1: 19,984 shares; 2025Q2: 19,922 shares; 2025Q3: 19,856 shares; 2025Q4: 19,310 shares 19,310 $2.32M 0.27% -546 Timeline DSI 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: 16,549 shares; 2024Q4: 16,668 shares; 2025Q1: 17,313 shares; 2025Q2: 17,896 shares; 2025Q3: 17,459 shares; 2025Q4: 17,983 shares 17,983 $2.32M 0.27% +524 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: 4,033 shares; 2024Q4: 4,023 shares; 2025Q1: 4,018 shares; 2025Q2: 3,777 shares; 2025Q3: 3,785 shares; 2025Q4: 3,785 shares 3,785 $2.28M 0.27% 0 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: 8,021 shares; 2024Q4: 8,941 shares; 2025Q1: 9,024 shares; 2025Q2: 8,598 shares; 2025Q3: 8,926 shares; 2025Q4: 8,396 shares 8,396 $2.17M 0.25% -530 Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,673 shares; 2025Q4: 38,206 shares 38,206 $2.11M 0.25% -467 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,232 shares; 2024Q4: 36,241 shares; 2025Q1: 43,693 shares; 2025Q2: 43,879 shares; 2025Q3: 44,175 shares; 2025Q4: 45,681 shares 45,681 $2.06M 0.24% +1,506 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,884 shares; 2024Q4: 32,853 shares; 2025Q1: 32,545 shares; 2025Q2: 32,493 shares; 2025Q3: 32,414 shares; 2025Q4: 30,537 shares 30,537 $2.02M 0.24% -1,877 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: 4,086 shares; 2024Q4: 3,443 shares; 2025Q1: 3,603 shares; 2025Q2: 3,607 shares; 2025Q3: 3,624 shares; 2025Q4: 3,422 shares 3,422 $1.95M 0.23% -202 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 2,647 shares; 2025Q2: 2,650 shares; 2025Q3: 2,462 shares; 2025Q4: 2,396 shares 2,396 $1.84M 0.22% -66 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,420 shares 16,420 $1.84M 0.22% new 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: 4,215 shares; 2024Q4: 7,279 shares; 2025Q1: 7,548 shares; 2025Q2: 7,405 shares; 2025Q3: 7,555 shares; 2025Q4: 7,554 shares 7,554 $1.73M 0.2% -1 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: 1,431 shares; 2024Q4: 1,471 shares; 2025Q1: 1,614 shares; 2025Q2: 1,530 shares; 2025Q3: 1,438 shares; 2025Q4: 1,596 shares 1,596 $1.72M 0.2% +158 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: 8,049 shares; 2024Q4: 8,283 shares; 2025Q1: 8,113 shares; 2025Q2: 7,541 shares; 2025Q3: 7,735 shares; 2025Q4: 7,864 shares 7,864 $1.68M 0.2% +129 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,443 shares; 2024Q4: 19,573 shares; 2025Q1: 21,868 shares; 2025Q2: 21,461 shares; 2025Q3: 21,076 shares; 2025Q4: 21,586 shares 21,586 $1.6M 0.19% +510 Timeline NYF 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: 21,782 shares; 2024Q4: 22,891 shares; 2025Q1: 24,803 shares; 2025Q2: 28,716 shares; 2025Q3: 28,827 shares; 2025Q4: 29,545 shares 29,545 $1.58M 0.19% +718 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: 10,440 shares; 2024Q4: 8,476 shares; 2025Q1: 8,909 shares; 2025Q2: 6,902 shares; 2025Q3: 7,554 shares; 2025Q4: 7,597 shares 7,597 $1.57M 0.18% +43 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 11,566 shares; 2025Q4: 11,562 shares 11,562 $1.56M 0.18% -4 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,210 shares; 2024Q4: 27,270 shares; 2025Q1: 30,424 shares; 2025Q2: 30,786 shares; 2025Q3: 31,525 shares; 2025Q4: 32,613 shares 32,613 $1.46M 0.17% +1,088 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: 7,250 shares; 2024Q4: 7,250 shares; 2025Q1: 7,250 shares; 2025Q2: 8,051 shares; 2025Q3: 8,052 shares; 2025Q4: 8,052 shares 8,052 $1.43M 0.17% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,529 shares; 2024Q4: 16,170 shares; 2025Q1: 17,449 shares; 2025Q2: 17,329 shares; 2025Q3: 17,249 shares; 2025Q4: 18,242 shares 18,242 $1.37M 0.16% +993 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,975 shares; 2024Q4: 8,478 shares; 2025Q1: 9,406 shares; 2025Q2: 9,314 shares; 2025Q3: 11,222 shares; 2025Q4: 11,377 shares 11,377 $1.37M 0.16% +155 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,785 shares; 2024Q4: 13,621 shares; 2025Q1: 31,669 shares; 2025Q2: 23,640 shares; 2025Q3: 22,503 shares; 2025Q4: 25,875 shares 25,875 $1.3M 0.15% +3,372 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: 5,373 shares; 2024Q4: 10,094 shares; 2025Q1: 9,318 shares; 2025Q2: 12,117 shares; 2025Q3: 9,443 shares; 2025Q4: 9,423 shares 9,423 $1.27M 0.15% -20 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,786 shares; 2024Q4: 25,678 shares; 2025Q1: 24,968 shares; 2025Q2: 24,631 shares; 2025Q3: 24,474 shares; 2025Q4: 16,022 shares 16,022 $1.27M 0.15% -8,452 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,919 shares; 2024Q4: 22,033 shares; 2025Q1: 23,735 shares; 2025Q2: 24,482 shares; 2025Q3: 24,565 shares; 2025Q4: 26,176 shares 26,176 $1.25M 0.15% +1,611 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: 22,360 shares; 2024Q4: 22,360 shares; 2025Q1: 22,360 shares; 2025Q2: 40,183 shares; 2025Q3: 38,886 shares; 2025Q4: 37,021 shares 37,021 $1.22M 0.14% -1,865 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,946 shares; 2025Q1: 6,597 shares; 2025Q2: 6,493 shares; 2025Q3: 6,592 shares; 2025Q4: 6,678 shares 6,678 $1.19M 0.14% +86 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: 4,195 shares; 2024Q4: 4,019 shares; 2025Q1: 3,834 shares; 2025Q2: 3,431 shares; 2025Q3: 3,584 shares; 2025Q4: 3,536 shares 3,536 $1.17M 0.14% -48 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: 6,607 shares; 2024Q4: 3,760 shares; 2025Q1: 3,894 shares; 2025Q2: 3,779 shares; 2025Q3: 3,926 shares; 2025Q4: 4,006 shares 4,006 $1.14M 0.13% +80 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,056 shares; 2024Q4: 24,282 shares; 2025Q1: 26,940 shares; 2025Q2: 27,485 shares; 2025Q3: 27,764 shares; 2025Q4: 28,979 shares 28,979 $1.13M 0.13% +1,215 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: 4,489 shares; 2024Q4: 5,066 shares; 2025Q1: 5,203 shares; 2025Q2: 5,203 shares; 2025Q3: 5,169 shares; 2025Q4: 5,147 shares 5,147 $1.13M 0.13% -22 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: 1,130 shares; 2024Q4: 1,144 shares; 2025Q1: 2,134 shares; 2025Q2: 2,080 shares; 2025Q3: 1,949 shares; 2025Q4: 1,947 shares 1,947 $1.1M 0.13% -2 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: 5,014 shares; 2024Q4: 5,418 shares; 2025Q1: 5,679 shares; 2025Q2: 5,701 shares; 2025Q3: 6,048 shares; 2025Q4: 5,624 shares 5,624 $1.1M 0.13% -424 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: 8,364 shares; 2024Q4: 8,849 shares; 2025Q1: 9,727 shares; 2025Q2: 9,830 shares; 2025Q3: 9,926 shares; 2025Q4: 9,776 shares 9,776 $1.09M 0.13% -150 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: 17,347 shares; 2024Q4: 8,209 shares; 2025Q1: 13,027 shares; 2025Q2: 7,980 shares; 2025Q3: 6,716 shares; 2025Q4: 6,579 shares 6,579 $1.06M 0.12% -137 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: 993 shares; 2024Q4: 1,123 shares; 2025Q1: 1,270 shares; 2025Q2: 1,220 shares; 2025Q3: 1,207 shares; 2025Q4: 1,146 shares 1,146 $988K 0.12% -61 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: 879 shares; 2024Q4: 1,023 shares; 2025Q1: 1,071 shares; 2025Q2: 1,087 shares; 2025Q3: 1,081 shares; 2025Q4: 10,427 shares 10,427 $978K 0.11% +9,346 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: 7,188 shares; 2024Q4: 7,370 shares; 2025Q1: 7,370 shares; 2025Q2: 7,046 shares; 2025Q3: 7,370 shares; 2025Q4: 7,046 shares 7,046 $965K 0.11% -324 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: 6,083 shares; 2024Q4: 9,127 shares; 2025Q1: 9,419 shares; 2025Q2: 9,420 shares; 2025Q3: 9,624 shares; 2025Q4: 9,571 shares 9,571 $956K 0.11% -53 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: 4,714 shares; 2024Q4: 4,873 shares; 2025Q1: 5,082 shares; 2025Q2: 5,144 shares; 2025Q3: 5,045 shares; 2025Q4: 5,061 shares 5,061 $928K 0.11% +16 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: not reported; 2024Q4: 14,129 shares; 2025Q1: 13,900 shares; 2025Q2: 13,900 shares; 2025Q3: 13,900 shares; 2025Q4: 16,153 shares 16,153 $868K 0.1% +2,253 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: 6,626 shares; 2024Q4: 6,626 shares; 2025Q1: 7,216 shares; 2025Q2: 6,068 shares; 2025Q3: 5,844 shares; 2025Q4: 5,600 shares 5,600 $863K 0.1% -244 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: 2,497 shares; 2024Q4: 2,346 shares; 2025Q1: 2,489 shares; 2025Q2: 2,648 shares; 2025Q3: 2,716 shares; 2025Q4: 2,499 shares 2,499 $860K 0.1% -217 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: 2,779 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 3,330 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares 3,060 $854K 0.1% 0 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: 6,315 shares; 2024Q4: 6,439 shares; 2025Q1: 6,440 shares; 2025Q2: 6,133 shares; 2025Q3: 6,440 shares; 2025Q4: 5,954 shares 5,954 $840K 0.1% -486 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,360 shares; 2025Q1: 34,911 shares; 2025Q2: 31,407 shares; 2025Q3: 31,307 shares; 2025Q4: 30,311 shares 30,311 $825K 0.1% -996 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: 7,053 shares; 2024Q4: 6,170 shares; 2025Q1: 6,547 shares; 2025Q2: 5,977 shares; 2025Q3: 5,882 shares; 2025Q4: 5,510 shares 5,510 $790K 0.09% -372 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: 15,944 shares; 2024Q4: 13,892 shares; 2025Q1: 14,132 shares; 2025Q2: 13,633 shares; 2025Q3: 14,731 shares; 2025Q4: 13,952 shares 13,952 $767K 0.09% -779 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,448 shares; 2025Q4: 7,424 shares 7,424 $763K 0.09% -24 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: 9,434 shares; 2024Q4: 15,563 shares; 2025Q1: 14,391 shares; 2025Q2: 12,533 shares; 2025Q3: 10,406 shares; 2025Q4: 9,301 shares 9,301 $760K 0.09% -1,105 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: not reported; 2024Q4: 8,322 shares; 2025Q1: 8,322 shares; 2025Q2: 7,769 shares; 2025Q3: 7,769 shares; 2025Q4: 7,771 shares 7,771 $746K 0.09% +2 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: 830 shares; 2024Q4: 888 shares; 2025Q1: 889 shares; 2025Q2: 790 shares; 2025Q3: 828 shares; 2025Q4: 835 shares 835 $734K 0.09% +7 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: 2,568 shares; 2024Q4: 1,982 shares; 2025Q1: 2,145 shares; 2025Q2: 2,467 shares; 2025Q3: 2,400 shares; 2025Q4: 2,415 shares 2,415 $715K 0.08% +15 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,682 shares; 2024Q4: 9,156 shares; 2025Q1: 9,294 shares; 2025Q2: 9,207 shares; 2025Q3: 8,911 shares; 2025Q4: 9,154 shares 9,154 $705K 0.08% +243 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,612 shares 13,612 $693K 0.08% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 849 shares; 2025Q1: 923 shares; 2025Q2: 907 shares; 2025Q3: 896 shares; 2025Q4: 4,509 shares 4,509 $691K 0.08% +3,613 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 860 shares; 2025Q3: 889 shares; 2025Q4: 2,447 shares 2,447 $682K 0.08% +1,558 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: 16,114 shares; 2024Q4: 14,729 shares; 2025Q1: 16,042 shares; 2025Q2: 19,031 shares; 2025Q3: 19,222 shares; 2025Q4: 18,733 shares 18,733 $679K 0.08% -489 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: 4,239 shares; 2024Q4: 2,984 shares; 2025Q1: 3,232 shares; 2025Q2: 2,811 shares; 2025Q3: 4,462 shares; 2025Q4: 4,370 shares 4,370 $666K 0.08% -92 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: 2,101 shares; 2024Q4: 2,251 shares; 2025Q1: 2,368 shares; 2025Q2: 2,280 shares; 2025Q3: 2,310 shares; 2025Q4: 2,153 shares 2,153 $663K 0.08% -157 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,602 shares; 2025Q1: 14,293 shares; 2025Q2: 14,239 shares; 2025Q3: 14,239 shares; 2025Q4: 14,239 shares 14,239 $644K 0.08% 0 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: 909 shares; 2025Q1: 918 shares; 2025Q2: 921 shares; 2025Q3: 955 shares; 2025Q4: 944 shares 944 $636K 0.07% -11 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: 13,509 shares; 2024Q4: 13,509 shares; 2025Q1: 13,400 shares; 2025Q2: 11,856 shares; 2025Q3: 11,856 shares; 2025Q4: 11,574 shares 11,574 $633K 0.07% -282 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: 2,172 shares; 2024Q4: 2,151 shares; 2025Q1: 2,171 shares; 2025Q2: 2,212 shares; 2025Q3: 2,252 shares; 2025Q4: 2,280 shares 2,280 $618K 0.07% +28 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,986 shares; 2024Q4: 10,805 shares; 2025Q1: 10,680 shares; 2025Q2: 10,630 shares; 2025Q3: 10,630 shares; 2025Q4: 10,630 shares 10,630 $616K 0.07% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,442 shares; 2025Q1: 13,838 shares; 2025Q2: 12,997 shares; 2025Q3: 12,997 shares; 2025Q4: 12,997 shares 12,997 $596K 0.07% 0 Timeline IWY 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: 2,126 shares; 2024Q4: 2,126 shares; 2025Q1: 2,126 shares; 2025Q2: 2,126 shares; 2025Q3: 2,126 shares; 2025Q4: 2,126 shares 2,126 $589K 0.07% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 854 shares; 2025Q1: 861 shares; 2025Q2: 864 shares; 2025Q3: 872 shares; 2025Q4: 870 shares 870 $589K 0.07% -2 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 813 shares; 2025Q1: 826 shares; 2025Q2: 859 shares; 2025Q3: 873 shares; 2025Q4: 888 shares 888 $588K 0.07% +15 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: 8,502 shares; 2024Q4: 8,795 shares; 2025Q1: 8,782 shares; 2025Q2: 9,087 shares; 2025Q3: 8,040 shares; 2025Q4: 8,373 shares 8,373 $585K 0.07% +333 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,954 shares; 2024Q4: 20,879 shares; 2025Q1: 20,749 shares; 2025Q2: 20,765 shares; 2025Q3: 19,925 shares; 2025Q4: 19,610 shares 19,610 $581K 0.07% -315 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: 3,172 shares; 2024Q4: 2,088 shares; 2025Q1: 2,488 shares; 2025Q2: 2,744 shares; 2025Q3: 4,765 shares; 2025Q4: 4,608 shares 4,608 $577K 0.07% -157 Timeline PXF 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: 7,661 shares; 2025Q1: 7,954 shares; 2025Q2: 8,573 shares; 2025Q3: 8,573 shares; 2025Q4: 8,573 shares 8,573 $562K 0.07% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,623 shares; 2025Q1: 11,623 shares; 2025Q2: 11,623 shares; 2025Q3: 11,623 shares; 2025Q4: 11,623 shares 11,623 $545K 0.06% 0 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: 7,827 shares; 2024Q4: 5,551 shares; 2025Q1: 6,756 shares; 2025Q2: 6,756 shares; 2025Q3: 5,078 shares; 2025Q4: 5,078 shares 5,078 $542K 0.06% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 1,580 shares; 2025Q1: 1,620 shares; 2025Q2: 1,493 shares; 2025Q3: 1,462 shares; 2025Q4: 1,459 shares 1,459 $540K 0.06% -3 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: 1,402 shares; 2024Q4: 1,402 shares; 2025Q1: 2,005 shares; 2025Q2: 2,000 shares; 2025Q3: 1,989 shares; 2025Q4: 2,815 shares 2,815 $538K 0.06% +826 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: 5,946 shares; 2024Q4: 4,828 shares; 2025Q1: 5,109 shares; 2025Q2: 4,758 shares; 2025Q3: 4,819 shares; 2025Q4: 4,624 shares 4,624 $526K 0.06% -195 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 4,475 shares; 2025Q1: 4,464 shares; 2025Q2: 4,642 shares; 2025Q3: 4,737 shares; 2025Q4: 4,964 shares 4,964 $522K 0.06% +227 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,712 shares; 2024Q4: 7,715 shares; 2025Q1: 7,715 shares; 2025Q2: 2,788 shares; 2025Q3: 7,642 shares; 2025Q4: 7,642 shares 7,642 $522K 0.06% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1,827 shares; 2025Q1: 1,946 shares; 2025Q2: 2,106 shares; 2025Q3: 1,918 shares; 2025Q4: 1,927 shares 1,927 $510K 0.06% +9 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: not reported; 2024Q4: 5,696 shares; 2025Q1: 8,668 shares; 2025Q2: 8,704 shares; 2025Q3: 8,264 shares; 2025Q4: 7,380 shares 7,380 $496K 0.06% -884 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 1,999 shares; 2025Q1: 2,048 shares; 2025Q2: 2,048 shares; 2025Q3: 2,014 shares; 2025Q4: 1,949 shares 1,949 $481K 0.06% -65 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: 7,231 shares; 2024Q4: 21,510 shares; 2025Q1: 18,652 shares; 2025Q2: 18,395 shares; 2025Q3: 18,408 shares; 2025Q4: 18,321 shares 18,321 $481K 0.06% -87 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: 2,768 shares; 2024Q4: 3,298 shares; 2025Q1: 3,299 shares; 2025Q2: 3,302 shares; 2025Q3: 3,188 shares; 2025Q4: 6,469 shares 6,469 $479K 0.06% +3,281 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: 799 shares; 2024Q4: 800 shares; 2025Q1: 900 shares; 2025Q2: 1,091 shares; 2025Q3: 1,100 shares; 2025Q4: 1,223 shares 1,223 $476K 0.06% +123 Timeline PXH 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: 17,471 shares; 2025Q1: 19,714 shares; 2025Q2: 18,217 shares; 2025Q3: 18,217 shares; 2025Q4: 18,217 shares 18,217 $470K 0.06% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,305 shares; 2025Q1: 1,416 shares; 2025Q2: 1,319 shares; 2025Q3: 1,310 shares; 2025Q4: 1,319 shares 1,319 $462K 0.05% +9 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: 1,890 shares; 2024Q4: 1,942 shares; 2025Q1: 2,060 shares; 2025Q2: 2,062 shares; 2025Q3: 2,067 shares; 2025Q4: 1,489 shares 1,489 $455K 0.05% -578 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,773 shares; 2025Q3: 1,944 shares; 2025Q4: 1,871 shares 1,871 $453K 0.05% -73 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: 3,015 shares; 2024Q4: 2,356 shares; 2025Q1: 2,386 shares; 2025Q2: 2,437 shares; 2025Q3: 2,357 shares; 2025Q4: 2,298 shares 2,298 $448K 0.05% -59 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: 4,391 shares; 2024Q4: 4,390 shares; 2025Q1: 4,751 shares; 2025Q2: 4,617 shares; 2025Q3: 4,722 shares; 2025Q4: 4,793 shares 4,793 $447K 0.05% +71 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: 3,254 shares; 2024Q4: 3,291 shares; 2025Q1: 3,487 shares; 2025Q2: 3,595 shares; 2025Q3: 3,569 shares; 2025Q4: 3,574 shares 3,574 $439K 0.05% +5 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: 1,106 shares; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 1,108 shares; 2025Q3: 1,110 shares; 2025Q4: 1,114 shares 1,114 $431K 0.05% +4 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: 1,946 shares; 2024Q4: 1,972 shares; 2025Q1: 1,901 shares; 2025Q2: 1,685 shares; 2025Q3: 1,823 shares; 2025Q4: 1,870 shares 1,870 $428K 0.05% +47 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: 2,202 shares; 2024Q4: 2,542 shares; 2025Q1: 2,545 shares; 2025Q2: 2,744 shares; 2025Q3: 2,660 shares; 2025Q4: 2,481 shares 2,481 $424K 0.05% -179 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,452 shares; 2025Q1: 1,487 shares; 2025Q2: 1,478 shares; 2025Q3: 1,455 shares; 2025Q4: 1,490 shares 1,490 $424K 0.05% +35 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: 15,473 shares; 2024Q4: 14,116 shares; 2025Q1: 12,880 shares; 2025Q2: 12,887 shares; 2025Q3: 17,280 shares; 2025Q4: 16,717 shares 16,717 $415K 0.05% -563 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,624 shares; 2024Q4: 5,644 shares; 2025Q1: 5,700 shares; 2025Q2: 5,417 shares; 2025Q3: 5,385 shares; 2025Q4: 5,489 shares 5,489 $403K 0.05% +104 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,640 shares; 2024Q4: 6,221 shares; 2025Q1: 6,224 shares; 2025Q2: 5,986 shares; 2025Q3: 6,024 shares; 2025Q4: 6,073 shares 6,073 $403K 0.05% +49 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 278 shares; 2025Q1: 277 shares; 2025Q2: 281 shares; 2025Q3: 284 shares; 2025Q4: 285 shares 285 $397K 0.05% +1 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: 637 shares; 2024Q4: 665 shares; 2025Q1: 684 shares; 2025Q2: 625 shares; 2025Q3: 665 shares; 2025Q4: 681 shares 681 $390K 0.05% +16 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: 4,556 shares; 2024Q4: 4,854 shares; 2025Q1: 5,036 shares; 2025Q2: 4,898 shares; 2025Q3: 4,747 shares; 2025Q4: 4,848 shares 4,848 $389K 0.05% +101 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 836 shares; 2025Q2: 852 shares; 2025Q3: 824 shares; 2025Q4: 825 shares 825 $387K 0.05% +1 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: 2,006 shares; 2024Q4: 2,097 shares; 2025Q1: 2,405 shares; 2025Q2: 2,569 shares; 2025Q3: 2,548 shares; 2025Q4: 2,398 shares 2,398 $385K 0.05% -150 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 3,721 shares; 2025Q1: 3,752 shares; 2025Q2: 3,751 shares; 2025Q3: 3,841 shares; 2025Q4: 3,859 shares 3,859 $383K 0.05% +18 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: 1,937 shares; 2024Q4: 2,172 shares; 2025Q1: 2,374 shares; 2025Q2: 2,453 shares; 2025Q3: 2,466 shares; 2025Q4: 2,479 shares 2,479 $381K 0.04% +13 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: 2,041 shares; 2024Q4: 1,694 shares; 2025Q1: 1,892 shares; 2025Q2: 1,786 shares; 2025Q3: 2,471 shares; 2025Q4: 2,585 shares 2,585 $371K 0.04% +114 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 1,972 shares; 2025Q1: 1,830 shares; 2025Q2: 1,830 shares; 2025Q3: 1,818 shares; 2025Q4: 1,818 shares 1,818 $363K 0.04% 0 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: 1,038 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,139 shares 1,139 $359K 0.04% +1 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: 471 shares; 2024Q4: 491 shares; 2025Q1: 477 shares; 2025Q2: not reported; 2025Q3: 537 shares; 2025Q4: 610 shares 610 $353K 0.04% +73 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,253 shares 4,253 $350K 0.04% new 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: 2,534 shares; 2024Q4: 2,438 shares; 2025Q1: 2,494 shares; 2025Q2: 2,107 shares; 2025Q3: 2,405 shares; 2025Q4: 2,053 shares 2,053 $345K 0.04% -352 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: 3,275 shares; 2024Q4: 2,950 shares; 2025Q1: 3,034 shares; 2025Q2: 2,836 shares; 2025Q3: 2,953 shares; 2025Q4: 2,895 shares 2,895 $339K 0.04% -58 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,938 shares; 2025Q4: 1,981 shares 1,981 $339K 0.04% +43 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: 7,638 shares; 2024Q4: 6,816 shares; 2025Q1: 7,656 shares; 2025Q2: 6,910 shares; 2025Q3: 8,674 shares; 2025Q4: 8,279 shares 8,279 $337K 0.04% -395 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 564 shares; 2025Q3: 567 shares; 2025Q4: 515 shares 515 $337K 0.04% -52 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: 681 shares; 2024Q4: 777 shares; 2025Q1: 787 shares; 2025Q2: 782 shares; 2025Q3: 823 shares; 2025Q4: 789 shares 789 $336K 0.04% -34 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,736 shares; 2025Q2: 1,817 shares; 2025Q3: 1,816 shares; 2025Q4: 1,894 shares 1,894 $336K 0.04% +78 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: 16,679 shares; 2024Q4: 18,766 shares; 2025Q1: 16,460 shares; 2025Q2: 17,935 shares; 2025Q3: 14,954 shares; 2025Q4: 13,393 shares 13,393 $333K 0.04% -1,561 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: 2,102 shares; 2024Q4: 2,111 shares; 2025Q1: 2,081 shares; 2025Q2: 2,072 shares; 2025Q3: 2,078 shares; 2025Q4: 2,070 shares 2,070 $332K 0.04% -8 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,227 shares; 2025Q3: 1,262 shares; 2025Q4: 1,291 shares 1,291 $332K 0.04% +29 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 362 shares; 2025Q3: 317 shares; 2025Q4: 308 shares 308 $330K 0.04% -9 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: 840 shares; 2024Q4: 793 shares; 2025Q1: 857 shares; 2025Q2: 930 shares; 2025Q3: 947 shares; 2025Q4: 978 shares 978 $329K 0.04% +31 Timeline XSOE 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: 10,164 shares; 2024Q4: 10,086 shares; 2025Q1: 9,439 shares; 2025Q2: 8,331 shares; 2025Q3: 13,765 shares; 2025Q4: 8,331 shares 8,331 $325K 0.04% -5,434 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,656 shares; 2025Q1: 3,360 shares; 2025Q2: 3,360 shares; 2025Q3: 7,217 shares; 2025Q4: 3,360 shares 3,360 $323K 0.04% -3,857 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,152 shares; 2025Q2: 3,843 shares; 2025Q3: 3,870 shares; 2025Q4: 3,897 shares 3,897 $313K 0.04% +27 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,111 shares 4,111 $311K 0.04% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,810 shares; 2025Q2: 3,810 shares; 2025Q3: 3,810 shares; 2025Q4: 3,810 shares 3,810 $309K 0.04% 0 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: 777 shares; 2024Q4: 913 shares; 2025Q1: 951 shares; 2025Q2: 988 shares; 2025Q3: 991 shares; 2025Q4: 958 shares 958 $305K 0.04% -33 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: 2,176 shares; 2024Q4: 2,183 shares; 2025Q1: 2,175 shares; 2025Q2: 2,229 shares; 2025Q3: 2,308 shares; 2025Q4: 2,299 shares 2,299 $305K 0.04% -9 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 398 shares; 2025Q2: 388 shares; 2025Q3: 349 shares; 2025Q4: 347 shares 347 $305K 0.04% -2 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,363 shares; 2025Q4: 2,482 shares 2,482 $290K 0.03% +119 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: 2,858 shares; 2025Q1: 2,936 shares; 2025Q2: 2,937 shares; 2025Q3: 2,418 shares; 2025Q4: 2,428 shares 2,428 $282K 0.03% +10 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: 819 shares; 2024Q4: 1,078 shares; 2025Q1: 1,139 shares; 2025Q2: 1,102 shares; 2025Q3: 1,164 shares; 2025Q4: 1,152 shares 1,152 $278K 0.03% -12 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 570 shares 570 $274K 0.03% +2 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: not reported; 2024Q4: 1,136 shares; 2025Q1: 1,174 shares; 2025Q2: 1,208 shares; 2025Q3: 1,248 shares; 2025Q4: 1,259 shares 1,259 $273K 0.03% +11 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: 5,330 shares; 2024Q4: 5,571 shares; 2025Q1: 5,581 shares; 2025Q2: 5,692 shares; 2025Q3: 5,623 shares; 2025Q4: 5,643 shares 5,643 $273K 0.03% +20 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 743 shares; 2025Q1: 789 shares; 2025Q2: 811 shares; 2025Q3: 804 shares; 2025Q4: 853 shares 853 $266K 0.03% +49 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 798 shares; 2025Q1: 815 shares; 2025Q2: 820 shares; 2025Q3: 853 shares; 2025Q4: 1,037 shares 1,037 $266K 0.03% +184 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,339 shares; 2025Q3: 1,426 shares; 2025Q4: 1,430 shares 1,430 $265K 0.03% +4 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219 shares; 2025Q4: 218 shares 218 $265K 0.03% -1 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,938 shares; 2025Q3: 3,380 shares; 2025Q4: 3,195 shares 3,195 $254K 0.03% -185 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: 9,117 shares; 2024Q4: 8,893 shares; 2025Q1: 8,653 shares; 2025Q2: 8,122 shares; 2025Q3: 7,217 shares; 2025Q4: 8,479 shares 8,479 $253K 0.03% +1,262 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 314 shares; 2025Q4: 306 shares 306 $251K 0.03% -8 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: 967 shares; 2024Q4: 1,509 shares; 2025Q1: 1,509 shares; 2025Q2: 1,229 shares; 2025Q3: 914 shares; 2025Q4: 668 shares 668 $249K 0.03% -246 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: 463 shares; 2024Q4: 457 shares; 2025Q1: 496 shares; 2025Q2: 495 shares; 2025Q3: 499 shares; 2025Q4: 475 shares 475 $248K 0.03% -24 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,122 shares; 2025Q1: 1,201 shares; 2025Q2: 1,164 shares; 2025Q3: 1,118 shares; 2025Q4: 1,083 shares 1,083 $247K 0.03% -35 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 632 shares; 2025Q1: 618 shares; 2025Q2: 507 shares; 2025Q3: 510 shares; 2025Q4: 497 shares 497 $244K 0.03% -13 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,929 shares; 2025Q4: 1,848 shares 1,848 $242K 0.03% -81 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 116 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $242K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 709 shares; 2025Q4: 609 shares 609 $241K 0.03% -100 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,819 shares; 2025Q4: 1,882 shares 1,882 $240K 0.03% +63 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,928 shares; 2024Q4: 21,687 shares; 2025Q1: 15,823 shares; 2025Q2: 12,704 shares; 2025Q3: 7,787 shares; 2025Q4: 4,734 shares 4,734 $237K 0.03% -3,053 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,519 shares; 2025Q3: 1,362 shares; 2025Q4: 1,226 shares 1,226 $235K 0.03% -136 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,146 shares; 2025Q1: 902 shares; 2025Q2: 862 shares; 2025Q3: 808 shares; 2025Q4: 802 shares 802 $233K 0.03% -6 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,177 shares; 2024Q4: 11,137 shares; 2025Q1: 11,090 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,020 shares 2,020 $233K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,672 shares; 2025Q4: 2,844 shares 2,844 $231K 0.03% -828 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 39 shares; 2025Q4: 42 shares 42 $225K 0.03% +3 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: not reported; 2025Q1: 963 shares; 2025Q2: 973 shares; 2025Q3: 973 shares; 2025Q4: 987 shares 987 $217K 0.03% +14 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: not reported; 2024Q4: not reported; 2025Q1: 933 shares; 2025Q2: 903 shares; 2025Q3: 929 shares; 2025Q4: 940 shares 940 $210K 0.02% +11 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: 1,712 shares; 2024Q4: 1,712 shares; 2025Q1: not reported; 2025Q2: 1,637 shares; 2025Q3: 1,621 shares; 2025Q4: 1,594 shares 1,594 $210K 0.02% -27 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: 3,065 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 2,233 shares; 2025Q4: 2,198 shares 2,198 $209K 0.02% -35 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: 2,291 shares; 2024Q4: 2,291 shares; 2025Q1: not reported; 2025Q2: 2,215 shares; 2025Q3: 2,178 shares; 2025Q4: 2,150 shares 2,150 $208K 0.02% -28 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: not reported; 2024Q4: 877 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716 shares; 2025Q4: 1,432 shares 1,432 $206K 0.02% +716 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,491 shares 1,491 $205K 0.02% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 966 shares 966 $202K 0.02% new 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: 2,972 shares; 2024Q4: 1,007 shares; 2025Q1: 1,064 shares; 2025Q2: not reported; 2025Q3: 886 shares; 2025Q4: 871 shares 871 $202K 0.02% -15 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 2,483 shares; 2025Q1: 2,558 shares; 2025Q2: 2,439 shares; 2025Q3: 2,539 shares; 2025Q4: 2,305 shares 2,305 $201K 0.02% -234 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,255 shares 1,255 $201K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,694 shares; 2025Q4: 2,009 shares 2,009 $201K 0.02% -685 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,361 shares; 2025Q1: 31,501 shares; 2025Q2: 31,361 shares; 2025Q3: 31,361 shares; 2025Q4: 31,361 shares 31,361 $95.3K 0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,580 shares; 2025Q3: 12,098 shares; 2025Q4: 12,517 shares 12,517 $51.7K 0.01% +419 Timeline WTI W & T OFFSHORE INC More: the full row for W & T OFFSHORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,115 shares; 2025Q3: 11,325 shares; 2025Q4: 11,632 shares 11,632 $19K <0.01% +307 Timeline