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: 91,230 shares; 2024Q4: 84,711 shares; 2025Q1: 82,905 shares; 2025Q2: 81,009 shares; 2025Q3: 81,294 shares; 2025Q4: 81,525 shares 81,525 $15.2M 6.01% +231 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: 26,630 shares; 2024Q4: 26,028 shares; 2025Q1: 26,107 shares; 2025Q2: 26,404 shares; 2025Q3: 27,355 shares; 2025Q4: 28,105 shares 28,105 $9.42M 3.73% +750 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: 16,197 shares; 2024Q4: 16,218 shares; 2025Q1: 16,245 shares; 2025Q2: 15,938 shares; 2025Q3: 15,315 shares; 2025Q4: 15,346 shares 15,346 $7.42M 2.93% +31 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: 10,139 shares; 2024Q4: 10,121 shares; 2025Q1: 10,215 shares; 2025Q2: 10,456 shares; 2025Q3: 10,628 shares; 2025Q4: 10,706 shares 10,706 $7.33M 2.9% +78 Timeline VSDM 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: not reported; 2025Q3: not reported; 2025Q4: 83,578 shares 83,578 $6.39M 2.53% new 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: 9,428 shares; 2024Q4: 9,111 shares; 2025Q1: 9,131 shares; 2025Q2: 9,134 shares; 2025Q3: 9,134 shares; 2025Q4: 8,910 shares 8,910 $6.08M 2.4% -224 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: 22,478 shares; 2024Q4: 22,185 shares; 2025Q1: 21,701 shares; 2025Q2: 21,567 shares; 2025Q3: 21,740 shares; 2025Q4: 21,771 shares 21,771 $5.92M 2.34% +31 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: 18,331 shares; 2024Q4: 18,290 shares; 2025Q1: 19,776 shares; 2025Q2: 19,833 shares; 2025Q3: 20,138 shares; 2025Q4: 20,156 shares 20,156 $5.85M 2.31% +18 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: 6,623 shares; 2024Q4: 6,770 shares; 2025Q1: 6,984 shares; 2025Q2: 7,049 shares; 2025Q3: 7,083 shares; 2025Q4: 9,283 shares 9,283 $5.82M 2.3% +2,200 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: 19,363 shares; 2024Q4: 19,443 shares; 2025Q1: 20,291 shares; 2025Q2: 20,306 shares; 2025Q3: 20,630 shares; 2025Q4: 21,735 shares 21,735 $5.61M 2.22% +1,105 Timeline VTEI 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: not reported; 2025Q3: 4,500 shares; 2025Q4: 43,061 shares 43,061 $4.34M 1.72% +38,561 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 5,082 shares; 2025Q1: 5,054 shares; 2025Q2: 4,956 shares; 2025Q3: 4,911 shares; 2025Q4: 5,003 shares 5,003 $4.31M 1.71% +92 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: 22,100 shares; 2024Q4: 22,100 shares; 2025Q1: 23,075 shares; 2025Q2: 22,995 shares; 2025Q3: 22,795 shares; 2025Q4: 22,387 shares 22,387 $3.98M 1.57% -408 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: not reported; 2025Q3: not reported; 2025Q4: 45,858 shares 45,858 $3.47M 1.37% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,068 shares; 2024Q4: 10,238 shares; 2025Q1: 10,519 shares; 2025Q2: 10,516 shares; 2025Q3: 10,845 shares; 2025Q4: 10,851 shares 10,851 $3.4M 1.34% +6 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: 5,387 shares; 2024Q4: 5,282 shares; 2025Q1: 5,158 shares; 2025Q2: 5,135 shares; 2025Q3: 5,135 shares; 2025Q4: 5,110 shares 5,110 $3.39M 1.34% -25 Timeline STXF 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: 54,410 shares; 2024Q4: 57,554 shares; 2025Q1: 59,834 shares; 2025Q2: 62,326 shares; 2025Q3: 68,019 shares; 2025Q4: 73,009 shares 73,009 $3.22M 1.27% +4,990 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: 45,209 shares 45,209 $2.96M 1.17% 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: 12,641 shares; 2024Q4: 12,745 shares; 2025Q1: 12,289 shares; 2025Q2: 12,287 shares; 2025Q3: 12,188 shares; 2025Q4: 12,042 shares 12,042 $2.75M 1.09% -146 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: 5,184 shares; 2024Q4: 5,182 shares; 2025Q1: 4,980 shares; 2025Q2: 4,764 shares; 2025Q3: 4,765 shares; 2025Q4: 4,818 shares 4,818 $2.75M 1.09% +53 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: 26,606 shares 26,606 $2.7M 1.07% new 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: 17,478 shares; 2024Q4: 17,482 shares; 2025Q1: 17,094 shares; 2025Q2: 17,109 shares; 2025Q3: 17,066 shares; 2025Q4: 16,891 shares 16,891 $2.59M 1.03% -175 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: 6,503 shares; 2024Q4: 6,503 shares; 2025Q1: 6,503 shares; 2025Q2: 6,503 shares; 2025Q3: 6,503 shares; 2025Q4: 6,518 shares 6,518 $2.58M 1.02% +15 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: 7,684 shares; 2024Q4: 7,684 shares; 2025Q1: 7,684 shares; 2025Q2: 7,684 shares; 2025Q3: 7,684 shares; 2025Q4: 7,684 shares 7,684 $2.37M 0.94% 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: 7,065 shares; 2024Q4: 6,765 shares; 2025Q1: 6,794 shares; 2025Q2: 6,710 shares; 2025Q3: 6,716 shares; 2025Q4: 6,726 shares 6,726 $2.12M 0.84% +10 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: 1,944 shares; 2024Q4: 1,944 shares; 2025Q1: 1,944 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 1,943 shares 1,943 $2.09M 0.83% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,441 shares; 2024Q4: 6,467 shares; 2025Q1: 6,298 shares; 2025Q2: 6,298 shares; 2025Q3: 6,298 shares; 2025Q4: 6,283 shares 6,283 $2.06M 0.81% -15 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: 32,802 shares; 2024Q4: 33,434 shares; 2025Q1: 33,985 shares; 2025Q2: 34,488 shares; 2025Q3: 34,784 shares; 2025Q4: 35,199 shares 35,199 $2.04M 0.81% +415 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: 14,096 shares; 2024Q4: 14,201 shares; 2025Q1: 14,411 shares; 2025Q2: 14,416 shares; 2025Q3: 14,082 shares; 2025Q4: 14,044 shares 14,044 $2.01M 0.8% -38 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: 9,181 shares; 2024Q4: 9,435 shares; 2025Q1: 9,538 shares; 2025Q2: 9,257 shares; 2025Q3: 9,259 shares; 2025Q4: 10,271 shares 10,271 $2M 0.79% +1,012 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,705 shares; 2024Q4: 4,700 shares; 2025Q1: 4,810 shares; 2025Q2: 4,708 shares; 2025Q3: 4,739 shares; 2025Q4: 5,639 shares 5,639 $1.98M 0.78% +900 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,444 shares; 2025Q1: 1,439 shares; 2025Q2: 20,085 shares; 2025Q3: 19,885 shares; 2025Q4: 21,665 shares 21,665 $1.98M 0.78% +1,780 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: 4,144 shares; 2024Q4: 4,144 shares; 2025Q1: 4,144 shares; 2025Q2: 4,144 shares; 2025Q3: 4,144 shares; 2025Q4: 4,144 shares 4,144 $1.96M 0.78% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,880 shares; 2024Q4: 9,945 shares; 2025Q1: 13,106 shares; 2025Q2: 12,419 shares; 2025Q3: 12,276 shares; 2025Q4: 13,192 shares 13,192 $1.89M 0.75% +916 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: 5,280 shares; 2024Q4: 5,206 shares; 2025Q1: 5,206 shares; 2025Q2: 5,112 shares; 2025Q3: 5,113 shares; 2025Q4: 5,102 shares 5,102 $1.89M 0.75% -11 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: 23,175 shares; 2024Q4: 69,550 shares; 2025Q1: 66,675 shares; 2025Q2: 66,700 shares; 2025Q3: 66,765 shares; 2025Q4: 67,130 shares 67,130 $1.76M 0.7% +365 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: 5,325 shares; 2024Q4: 5,370 shares; 2025Q1: 5,370 shares; 2025Q2: 5,409 shares; 2025Q3: 5,409 shares; 2025Q4: 5,586 shares 5,586 $1.75M 0.69% +177 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: 3,538 shares; 2024Q4: 3,553 shares; 2025Q1: 3,618 shares; 2025Q2: 3,408 shares; 2025Q3: 3,408 shares; 2025Q4: 3,387 shares 3,387 $1.7M 0.67% -21 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: 9,033 shares; 2024Q4: 9,114 shares; 2025Q1: 9,285 shares; 2025Q2: 8,747 shares; 2025Q3: 10,598 shares; 2025Q4: 10,607 shares 10,607 $1.62M 0.64% +9 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: 14,876 shares; 2024Q4: 14,876 shares; 2025Q1: 14,846 shares; 2025Q2: 14,846 shares; 2025Q3: 16,592 shares; 2025Q4: 25,569 shares 25,569 $1.6M 0.63% +8,977 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: 7,435 shares; 2024Q4: 7,403 shares; 2025Q1: 7,454 shares; 2025Q2: 7,599 shares; 2025Q3: 7,528 shares; 2025Q4: 7,528 shares 7,528 $1.56M 0.62% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 3,096 shares; 2025Q1: 3,089 shares; 2025Q2: 3,089 shares; 2025Q3: 4,114 shares; 2025Q4: 5,064 shares 5,064 $1.55M 0.61% +950 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: 1,545 shares; 2024Q4: 1,680 shares; 2025Q1: 1,827 shares; 2025Q2: 1,902 shares; 2025Q3: 1,867 shares; 2025Q4: 2,315 shares 2,315 $1.53M 0.6% +448 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: not reported; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,275 shares; 2025Q4: 5,305 shares 5,305 $1.51M 0.6% +4,030 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: 11,796 shares; 2024Q4: 11,817 shares; 2025Q1: 11,866 shares; 2025Q2: 11,870 shares; 2025Q3: 11,875 shares; 2025Q4: 12,046 shares 12,046 $1.51M 0.6% +171 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: 12,346 shares; 2024Q4: 12,842 shares; 2025Q1: 13,181 shares; 2025Q2: 13,243 shares; 2025Q3: 13,247 shares; 2025Q4: 13,245 shares 13,245 $1.48M 0.58% -2 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: 15,604 shares; 2024Q4: 47,547 shares; 2025Q1: 46,237 shares; 2025Q2: 46,317 shares; 2025Q3: 46,817 shares; 2025Q4: 47,577 shares 47,577 $1.43M 0.57% +760 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,135 shares; 2024Q4: 6,259 shares; 2025Q1: 6,264 shares; 2025Q2: 6,269 shares; 2025Q3: 6,249 shares; 2025Q4: 14,019 shares 14,019 $1.41M 0.56% +7,770 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: 26,929 shares; 2024Q4: 27,034 shares; 2025Q1: 27,386 shares; 2025Q2: 17,411 shares; 2025Q3: 17,412 shares; 2025Q4: 17,412 shares 17,412 $1.41M 0.56% 0 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: 2,114 shares; 2024Q4: 2,124 shares; 2025Q1: 2,144 shares; 2025Q2: 2,292 shares; 2025Q3: 2,312 shares; 2025Q4: 2,280 shares 2,280 $1.4M 0.55% -32 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: 4,087 shares; 2024Q4: 4,469 shares; 2025Q1: 4,809 shares; 2025Q2: 5,025 shares; 2025Q3: 5,710 shares; 2025Q4: 5,986 shares 5,986 $1.38M 0.55% +276 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: 298 shares; 2024Q4: 4,922 shares; 2025Q1: 7,190 shares; 2025Q2: 7,190 shares; 2025Q3: 7,205 shares; 2025Q4: 7,444 shares 7,444 $1.37M 0.54% +239 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: 4,169 shares; 2024Q4: 4,164 shares; 2025Q1: 4,164 shares; 2025Q2: 4,158 shares; 2025Q3: 4,158 shares; 2025Q4: 4,245 shares 4,245 $1.37M 0.54% +87 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: 19,706 shares; 2024Q4: 19,706 shares; 2025Q1: 20,678 shares; 2025Q2: 20,628 shares; 2025Q3: 20,628 shares; 2025Q4: 20,724 shares 20,724 $1.37M 0.54% +96 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216 shares; 2025Q3: 1,834 shares; 2025Q4: 2,834 shares 2,834 $1.33M 0.53% +1,000 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: 31,896 shares; 2024Q4: 31,874 shares; 2025Q1: 31,864 shares; 2025Q2: 31,864 shares; 2025Q3: 31,864 shares; 2025Q4: 25,864 shares 25,864 $1.28M 0.51% -6,000 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,199 shares; 2024Q4: 21,699 shares; 2025Q1: 22,364 shares; 2025Q2: 20,739 shares; 2025Q3: 20,689 shares; 2025Q4: 20,689 shares 20,689 $1.24M 0.49% 0 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: 4,390 shares; 2024Q4: 4,690 shares; 2025Q1: 4,595 shares; 2025Q2: 4,620 shares; 2025Q3: 4,720 shares; 2025Q4: 4,620 shares 4,620 $1.24M 0.49% -100 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: 6,895 shares; 2024Q4: 6,897 shares; 2025Q1: 7,159 shares; 2025Q2: 6,527 shares; 2025Q3: 6,592 shares; 2025Q4: 6,596 shares 6,596 $1.21M 0.48% +4 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: 3,155 shares; 2024Q4: 3,155 shares; 2025Q1: 3,155 shares; 2025Q2: 3,156 shares; 2025Q3: 3,175 shares; 2025Q4: 3,250 shares 3,250 $1.14M 0.45% +75 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: 7,103 shares; 2024Q4: 7,103 shares; 2025Q1: 7,103 shares; 2025Q2: 7,136 shares; 2025Q3: 12,072 shares; 2025Q4: 12,072 shares 12,072 $1.13M 0.44% 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: 3,173 shares; 2024Q4: 3,165 shares; 2025Q1: 3,090 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares; 2025Q4: 3,043 shares 3,043 $1.05M 0.41% +53 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: 17,984 shares; 2024Q4: 36,130 shares; 2025Q1: 36,008 shares; 2025Q2: 36,349 shares; 2025Q3: 36,349 shares; 2025Q4: 36,419 shares 36,419 $1.04M 0.41% +70 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: 4,004 shares; 2024Q4: 4,079 shares; 2025Q1: 4,194 shares; 2025Q2: 4,194 shares; 2025Q3: 4,194 shares; 2025Q4: 4,194 shares 4,194 $1.01M 0.4% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,814 shares; 2025Q3: 22,814 shares; 2025Q4: 23,114 shares 23,114 $1.01M 0.4% +300 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: 2,864 shares; 2024Q4: 2,834 shares; 2025Q1: 2,903 shares; 2025Q2: 2,907 shares; 2025Q3: 2,907 shares; 2025Q4: 2,856 shares 2,856 $1000K 0.4% -51 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: 475 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 925 shares; 2025Q3: 1,525 shares; 2025Q4: 1,750 shares 1,750 $991K 0.39% +225 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,575 shares; 2024Q4: 11,882 shares; 2025Q1: 12,052 shares; 2025Q2: 12,221 shares; 2025Q3: 12,221 shares; 2025Q4: 12,271 shares 12,271 $985K 0.39% +50 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: 4,550 shares; 2024Q4: 4,545 shares; 2025Q1: 4,545 shares; 2025Q2: 4,515 shares; 2025Q3: 4,522 shares; 2025Q4: 4,472 shares 4,472 $971K 0.38% -50 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,724 shares; 2024Q4: 11,758 shares; 2025Q1: 11,871 shares; 2025Q2: 11,930 shares; 2025Q3: 12,043 shares; 2025Q4: 11,668 shares 11,668 $965K 0.38% -375 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: 1,928 shares; 2024Q4: 1,878 shares; 2025Q1: 1,879 shares; 2025Q2: 1,879 shares; 2025Q3: 1,955 shares; 2025Q4: 1,958 shares 1,958 $955K 0.38% +3 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 550 shares; 2025Q1: 6,048 shares; 2025Q2: 5,853 shares; 2025Q3: 5,853 shares; 2025Q4: 5,728 shares 5,728 $928K 0.37% -125 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,551 shares; 2024Q4: 7,351 shares; 2025Q1: 6,841 shares; 2025Q2: 6,841 shares; 2025Q3: 6,841 shares; 2025Q4: 6,721 shares 6,721 $903K 0.36% -120 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: 1,005 shares; 2024Q4: 1,000 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares 1,005 $883K 0.35% 0 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: 10,522 shares; 2024Q4: 10,522 shares; 2025Q1: 10,582 shares; 2025Q2: 10,984 shares; 2025Q3: 12,484 shares; 2025Q4: 11,445 shares 11,445 $882K 0.35% -1,039 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: 12,101 shares; 2024Q4: 13,575 shares; 2025Q1: 13,650 shares; 2025Q2: 13,250 shares; 2025Q3: 13,250 shares; 2025Q4: 12,955 shares 12,955 $835K 0.33% -295 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: 8,029 shares; 2024Q4: 7,964 shares; 2025Q1: 8,193 shares; 2025Q2: 8,102 shares; 2025Q3: 7,413 shares; 2025Q4: 7,426 shares 7,426 $833K 0.33% +13 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: 7,033 shares; 2024Q4: 6,773 shares; 2025Q1: 6,733 shares; 2025Q2: 6,539 shares; 2025Q3: 6,595 shares; 2025Q4: 6,600 shares 6,600 $794K 0.31% +5 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: 1,520 shares; 2024Q4: 1,510 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 2,294 shares 2,294 $794K 0.31% +757 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: 8,368 shares; 2024Q4: 8,702 shares; 2025Q1: 9,202 shares; 2025Q2: 9,233 shares; 2025Q3: 9,240 shares; 2025Q4: 11,256 shares 11,256 $787K 0.31% +2,016 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,420 shares; 2024Q4: 13,445 shares; 2025Q1: 13,905 shares; 2025Q2: 14,715 shares; 2025Q3: 14,715 shares; 2025Q4: 22,140 shares 22,140 $786K 0.31% +7,425 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: 5,674 shares; 2024Q4: 5,814 shares; 2025Q1: 5,836 shares; 2025Q2: 5,855 shares; 2025Q3: 5,877 shares; 2025Q4: 5,907 shares 5,907 $784K 0.31% +30 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: 2,830 shares; 2024Q4: 2,631 shares; 2025Q1: 2,741 shares; 2025Q2: 2,842 shares; 2025Q3: 2,843 shares; 2025Q4: 2,843 shares 2,843 $783K 0.31% 0 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $780K 0.31% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 5,845 shares; 2025Q1: 7,257 shares; 2025Q2: 7,412 shares; 2025Q3: 7,417 shares; 2025Q4: 7,773 shares 7,773 $776K 0.31% +356 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,231 shares; 2025Q1: 1,238 shares; 2025Q2: 1,244 shares; 2025Q3: 1,294 shares; 2025Q4: 1,295 shares 1,295 $742K 0.29% +1 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: 19,232 shares; 2024Q4: 19,232 shares; 2025Q1: 19,232 shares; 2025Q2: 19,432 shares; 2025Q3: 21,057 shares; 2025Q4: 22,062 shares 22,062 $728K 0.29% +1,005 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: 16,606 shares; 2024Q4: 11,908 shares; 2025Q1: 11,917 shares; 2025Q2: 11,922 shares; 2025Q3: 12,777 shares; 2025Q4: 12,742 shares 12,742 $701K 0.28% -35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,651 shares; 2025Q3: 4,652 shares; 2025Q4: 5,330 shares 5,330 $687K 0.27% +678 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 830 shares 830 $681K 0.27% -20 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: 13,770 shares; 2024Q4: 14,270 shares; 2025Q1: 14,270 shares; 2025Q2: 14,270 shares; 2025Q3: 13,480 shares; 2025Q4: 13,480 shares 13,480 $678K 0.27% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,843 shares; 2025Q1: 1,993 shares; 2025Q2: 1,993 shares; 2025Q3: 1,993 shares; 2025Q4: 1,993 shares 1,993 $671K 0.27% 0 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: 2,328 shares; 2024Q4: 2,378 shares; 2025Q1: 2,489 shares; 2025Q2: 2,490 shares; 2025Q3: 2,491 shares; 2025Q4: 2,542 shares 2,542 $654K 0.26% +51 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,489 shares; 2025Q4: 1,459 shares 1,459 $651K 0.26% -30 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: 1,295 shares; 2024Q4: 1,453 shares; 2025Q1: 1,573 shares; 2025Q2: 1,379 shares; 2025Q3: 1,364 shares; 2025Q4: 1,424 shares 1,424 $640K 0.25% +60 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: 5,767 shares; 2024Q4: 5,767 shares; 2025Q1: 5,667 shares; 2025Q2: 5,667 shares; 2025Q3: 5,667 shares; 2025Q4: 7,084 shares 7,084 $627K 0.25% +1,417 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: 3,481 shares; 2024Q4: 3,481 shares; 2025Q1: 3,481 shares; 2025Q2: 3,444 shares; 2025Q3: 3,444 shares; 2025Q4: 3,444 shares 3,444 $611K 0.24% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,758 shares; 2024Q4: 6,323 shares; 2025Q1: 11,193 shares; 2025Q2: 7,871 shares; 2025Q3: 7,871 shares; 2025Q4: 8,203 shares 8,203 $608K 0.24% +332 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 4,596 shares; 2025Q1: 4,496 shares; 2025Q2: 4,496 shares; 2025Q3: 4,496 shares; 2025Q4: 4,446 shares 4,446 $605K 0.24% -50 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 21,000 shares; 2025Q1: 22,250 shares; 2025Q2: 22,250 shares; 2025Q3: 22,250 shares; 2025Q4: 21,320 shares 21,320 $600K 0.24% -930 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 2,970 shares; 2025Q3: 1,595 shares; 2025Q4: 2,570 shares 2,570 $591K 0.23% +975 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,990 shares; 2024Q4: 5,990 shares; 2025Q1: 5,990 shares; 2025Q2: 5,965 shares; 2025Q3: 5,965 shares; 2025Q4: 5,740 shares 5,740 $567K 0.22% -225 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: 4,023 shares; 2024Q4: 4,013 shares; 2025Q1: 4,013 shares; 2025Q2: 3,938 shares; 2025Q3: 3,938 shares; 2025Q4: 3,938 shares 3,938 $565K 0.22% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 4,040 shares; 2025Q1: 4,040 shares; 2025Q2: 4,040 shares; 2025Q3: 4,040 shares; 2025Q4: 4,040 shares 4,040 $557K 0.22% 0 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: 7,160 shares; 2024Q4: 7,160 shares; 2025Q1: 7,160 shares; 2025Q2: 7,160 shares; 2025Q3: 7,160 shares; 2025Q4: 7,235 shares 7,235 $546K 0.22% +75 Timeline EES 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: 10,450 shares; 2024Q4: 9,450 shares; 2025Q1: 9,450 shares; 2025Q2: 9,450 shares; 2025Q3: 9,450 shares; 2025Q4: 9,450 shares 9,450 $538K 0.21% 0 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: 4,007 shares; 2024Q4: 4,011 shares; 2025Q1: 4,478 shares; 2025Q2: 4,478 shares; 2025Q3: 4,453 shares; 2025Q4: 4,453 shares 4,453 $535K 0.21% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,247 shares; 2025Q3: 2,247 shares; 2025Q4: 2,247 shares 2,247 $533K 0.21% 0 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: 6,008 shares; 2024Q4: 6,015 shares; 2025Q1: 6,024 shares; 2025Q2: 4,950 shares; 2025Q3: 4,961 shares; 2025Q4: 4,951 shares 4,951 $521K 0.21% -10 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: 7,701 shares; 2024Q4: 7,766 shares; 2025Q1: 7,531 shares; 2025Q2: 7,569 shares; 2025Q3: 7,628 shares; 2025Q4: 7,455 shares 7,455 $519K 0.21% -173 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 2,978 shares; 2025Q1: 2,549 shares; 2025Q2: 2,389 shares; 2025Q3: 2,339 shares; 2025Q4: 2,339 shares 2,339 $514K 0.2% 0 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,006 shares; 2025Q3: 2,006 shares; 2025Q4: 2,006 shares 2,006 $503K 0.2% 0 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: 415 shares; 2024Q4: 415 shares; 2025Q1: 744 shares; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 744 shares 744 $486K 0.19% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,345 shares; 2024Q4: 5,435 shares; 2025Q1: 5,709 shares; 2025Q2: 5,719 shares; 2025Q3: 5,789 shares; 2025Q4: 5,759 shares 5,759 $485K 0.19% -30 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: 624 shares; 2024Q4: 659 shares; 2025Q1: 754 shares; 2025Q2: 790 shares; 2025Q3: 1,590 shares; 2025Q4: 2,200 shares 2,200 $471K 0.19% +610 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 4,579 shares; 2025Q1: 4,839 shares; 2025Q2: 3,629 shares; 2025Q3: 3,629 shares; 2025Q4: 3,629 shares 3,629 $468K 0.19% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,413 shares; 2024Q4: 5,963 shares; 2025Q1: 7,340 shares; 2025Q2: 7,637 shares; 2025Q3: 7,785 shares; 2025Q4: 9,197 shares 9,197 $467K 0.18% +1,412 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares 1,444 $436K 0.17% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,150 shares 2,150 $436K 0.17% +50 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: 1,300 shares; 2024Q4: 6,490 shares; 2025Q1: 6,491 shares; 2025Q2: 4,652 shares; 2025Q3: 4,651 shares; 2025Q4: 4,651 shares 4,651 $435K 0.17% 0 Timeline GDX 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: 5,065 shares; 2024Q4: 5,065 shares; 2025Q1: 5,065 shares; 2025Q2: 5,115 shares; 2025Q3: 5,115 shares; 2025Q4: 5,065 shares 5,065 $434K 0.17% -50 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,974 shares; 2024Q4: 3,975 shares; 2025Q1: 3,605 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,305 shares 3,305 $416K 0.16% -100 Timeline RWJ 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: 8,455 shares; 2024Q4: 8,455 shares; 2025Q1: 8,425 shares; 2025Q2: 8,425 shares; 2025Q3: 8,425 shares; 2025Q4: 8,425 shares 8,425 $410K 0.16% 0 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: 1,715 shares; 2024Q4: 1,735 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares 1,660 $409K 0.16% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 800 shares 800 $408K 0.16% +250 Timeline EZM 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: 7,079 shares; 2024Q4: 6,079 shares; 2025Q1: 6,079 shares; 2025Q2: 6,079 shares; 2025Q3: 6,079 shares; 2025Q4: 6,079 shares 6,079 $406K 0.16% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 9,293 shares 9,293 $400K 0.16% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,628 shares; 2024Q4: 9,678 shares; 2025Q1: 9,628 shares; 2025Q2: 9,228 shares; 2025Q3: 9,228 shares; 2025Q4: 7,778 shares 7,778 $396K 0.16% -1,450 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: 11,729 shares; 2024Q4: 11,229 shares; 2025Q1: 11,144 shares; 2025Q2: 10,569 shares; 2025Q3: 10,744 shares; 2025Q4: 10,688 shares 10,688 $394K 0.16% -56 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,275 shares; 2025Q2: 5,377 shares; 2025Q3: 5,752 shares; 2025Q4: 6,252 shares 6,252 $394K 0.16% +500 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: 9,039 shares; 2024Q4: 8,063 shares; 2025Q1: 8,088 shares; 2025Q2: 7,113 shares; 2025Q3: 7,139 shares; 2025Q4: 14,265 shares 14,265 $392K 0.16% +7,126 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares 2,150 $387K 0.15% 0 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: 4,224 shares; 2024Q4: 4,024 shares; 2025Q1: 4,024 shares; 2025Q2: 4,024 shares; 2025Q3: 4,024 shares; 2025Q4: 4,024 shares 4,024 $386K 0.15% 0 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: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares 820 $382K 0.15% 0 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: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: 1,978 shares; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares 1,978 $378K 0.15% 0 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: 3,471 shares; 2024Q4: 3,471 shares; 2025Q1: 3,471 shares; 2025Q2: 3,471 shares; 2025Q3: 3,471 shares; 2025Q4: 4,721 shares 4,721 $368K 0.15% +1,250 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: 7,274 shares; 2024Q4: 7,056 shares; 2025Q1: 7,006 shares; 2025Q2: 6,681 shares; 2025Q3: 6,631 shares; 2025Q4: 6,768 shares 6,768 $364K 0.14% +137 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,408 shares; 2025Q3: 2,408 shares; 2025Q4: 2,408 shares 2,408 $364K 0.14% 0 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: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares 975 $364K 0.14% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,635 shares; 2024Q4: 4,585 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares 4,600 $363K 0.14% 0 Timeline RFV 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: 2,965 shares; 2024Q4: 2,820 shares; 2025Q1: 2,820 shares; 2025Q2: 2,820 shares; 2025Q3: 2,820 shares; 2025Q4: 2,820 shares 2,820 $360K 0.14% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 4,866 shares; 2025Q1: 4,866 shares; 2025Q2: 4,866 shares; 2025Q3: 4,866 shares; 2025Q4: 4,866 shares 4,866 $358K 0.14% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 689 shares; 2025Q4: 864 shares 864 $357K 0.14% +175 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: 991 shares; 2024Q4: 998 shares; 2025Q1: 1,006 shares; 2025Q2: 1,011 shares; 2025Q3: 1,016 shares; 2025Q4: 2,222 shares 2,222 $356K 0.14% +1,206 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: 697 shares; 2024Q4: 797 shares; 2025Q1: 932 shares; 2025Q2: 947 shares; 2025Q3: 1,187 shares; 2025Q4: 1,197 shares 1,197 $355K 0.14% +10 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,498 shares; 2025Q1: 2,498 shares; 2025Q2: 2,750 shares; 2025Q3: 2,950 shares; 2025Q4: 5,950 shares 5,950 $349K 0.14% +3,000 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: 6,315 shares; 2024Q4: 6,158 shares; 2025Q1: 6,144 shares; 2025Q2: 5,719 shares; 2025Q3: 5,419 shares; 2025Q4: 5,420 shares 5,420 $345K 0.14% +1 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,040 shares; 2024Q4: 8,040 shares; 2025Q1: 8,040 shares; 2025Q2: 8,040 shares; 2025Q3: 8,040 shares; 2025Q4: 8,040 shares 8,040 $342K 0.14% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,037 shares; 2024Q4: 25,938 shares; 2025Q1: 20,032 shares; 2025Q2: 20,032 shares; 2025Q3: 14,800 shares; 2025Q4: 14,500 shares 14,500 $337K 0.13% -300 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 3,231 shares; 2025Q1: 3,231 shares; 2025Q2: 3,231 shares; 2025Q3: 3,202 shares; 2025Q4: 3,202 shares 3,202 $336K 0.13% 0 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: not reported; 2024Q4: 2,274 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 1,774 shares; 2025Q4: 1,384 shares 1,384 $336K 0.13% -390 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $330K 0.13% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,544 shares; 2024Q4: 3,699 shares; 2025Q1: 3,725 shares; 2025Q2: 3,779 shares; 2025Q3: 3,781 shares; 2025Q4: 3,333 shares 3,333 $326K 0.13% -448 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: 6,645 shares; 2024Q4: 6,730 shares; 2025Q1: 6,738 shares; 2025Q2: 6,753 shares; 2025Q3: 6,878 shares; 2025Q4: 7,068 shares 7,068 $324K 0.13% +190 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: 1,648 shares; 2024Q4: 1,703 shares; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,703 shares; 2025Q4: 1,704 shares 1,704 $320K 0.13% +1 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,844 shares; 2025Q4: 1,844 shares 1,844 $320K 0.13% 0 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: 6,033 shares; 2024Q4: 6,034 shares; 2025Q1: 6,055 shares; 2025Q2: 5,982 shares; 2025Q3: 5,983 shares; 2025Q4: 5,985 shares 5,985 $316K 0.13% +2 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: 706 shares; 2024Q4: 706 shares; 2025Q1: 706 shares; 2025Q2: 706 shares; 2025Q3: 706 shares; 2025Q4: 516 shares 516 $311K 0.12% -190 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,827 shares; 2024Q4: 5,053 shares; 2025Q1: 4,928 shares; 2025Q2: 3,869 shares; 2025Q3: 3,924 shares; 2025Q4: 3,924 shares 3,924 $309K 0.12% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 3,180 shares; 2025Q1: 3,180 shares; 2025Q2: 2,530 shares; 2025Q3: 2,930 shares; 2025Q4: 2,930 shares 2,930 $305K 0.12% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,414 shares; 2025Q1: 1,414 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares 1,504 $292K 0.12% 0 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: 3,916 shares; 2024Q4: 3,791 shares; 2025Q1: 3,810 shares; 2025Q2: 3,464 shares; 2025Q3: 3,089 shares; 2025Q4: 2,894 shares 2,894 $287K 0.11% -195 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: 1,019 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,162 shares 1,162 $286K 0.11% +88 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: 2,212 shares; 2024Q4: 1,864 shares; 2025Q1: 1,756 shares; 2025Q2: 1,755 shares; 2025Q3: 1,757 shares; 2025Q4: 1,758 shares 1,758 $282K 0.11% +1 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $279K 0.11% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,470 shares; 2024Q4: 6,230 shares; 2025Q1: 5,855 shares; 2025Q2: 5,805 shares; 2025Q3: 5,755 shares; 2025Q4: 5,755 shares 5,755 $277K 0.11% 0 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: 975 shares; 2024Q4: 1,003 shares; 2025Q1: 1,341 shares; 2025Q2: 1,319 shares; 2025Q3: 1,419 shares; 2025Q4: 1,439 shares 1,439 $276K 0.11% +20 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: 8,432 shares; 2024Q4: 8,432 shares; 2025Q1: 8,432 shares; 2025Q2: 8,432 shares; 2025Q3: 8,432 shares; 2025Q4: 8,432 shares 8,432 $270K 0.11% 0 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: 1,277 shares; 2024Q4: 1,277 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares 1,277 $269K 0.11% 0 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: 1,166 shares; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares; 2025Q4: 1,166 shares 1,166 $267K 0.11% 0 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: 6,764 shares; 2024Q4: 6,488 shares; 2025Q1: 7,014 shares; 2025Q2: 6,767 shares; 2025Q3: 6,786 shares; 2025Q4: 6,512 shares 6,512 $265K 0.1% -274 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: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares 455 $259K 0.1% 0 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: 942 shares; 2024Q4: 997 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,042 shares 1,042 $257K 0.1% +40 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: 4,078 shares; 2024Q4: 4,053 shares; 2025Q1: 4,839 shares; 2025Q2: 4,720 shares; 2025Q3: 4,720 shares; 2025Q4: 4,720 shares 4,720 $254K 0.1% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 435 shares 435 $253K 0.1% new Timeline SBET SHARPLINK INC More: the full row for SHARPLINK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,619 shares; 2025Q4: 28,244 shares 28,244 $253K 0.1% +13,625 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: 2,991 shares; 2024Q4: 2,892 shares; 2025Q1: 2,883 shares; 2025Q2: 2,817 shares; 2025Q3: 2,818 shares; 2025Q4: 2,819 shares 2,819 $246K 0.1% +1 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: 2,251 shares; 2024Q4: 2,251 shares; 2025Q1: 2,251 shares; 2025Q2: 2,156 shares; 2025Q3: 2,156 shares; 2025Q4: 2,156 shares 2,156 $245K 0.1% 0 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: 2,691 shares; 2024Q4: 2,691 shares; 2025Q1: 2,221 shares; 2025Q2: 2,221 shares; 2025Q3: 2,221 shares; 2025Q4: 2,216 shares 2,216 $244K 0.1% -5 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 752 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 757 shares 757 $241K 0.1% +5 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: 3,231 shares; 2024Q4: 3,435 shares; 2025Q1: 3,440 shares; 2025Q2: 3,369 shares; 2025Q3: 3,499 shares; 2025Q4: 3,023 shares 3,023 $239K 0.09% -476 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: 1,263 shares; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares 1,263 $229K 0.09% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,590 shares; 2025Q1: 5,849 shares; 2025Q2: 5,902 shares; 2025Q3: 5,907 shares; 2025Q4: 5,122 shares 5,122 $227K 0.09% -785 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,448 shares 3,448 $225K 0.09% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 3,705 shares; 2025Q1: 4,150 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,436 shares 2,436 $223K 0.09% +111 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: 8,300 shares; 2024Q4: 8,331 shares; 2025Q1: 8,044 shares; 2025Q2: 8,999 shares; 2025Q3: 9,025 shares; 2025Q4: 8,844 shares 8,844 $220K 0.09% -181 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: 2,335 shares; 2024Q4: 2,515 shares; 2025Q1: 2,200 shares; 2025Q2: 2,175 shares; 2025Q3: 2,175 shares; 2025Q4: 2,279 shares 2,279 $217K 0.09% +104 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,170 shares 3,170 $217K 0.09% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 504 shares 504 $213K 0.08% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,036 shares; 2025Q3: 1,036 shares; 2025Q4: 1,037 shares 1,037 $213K 0.08% +1 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,821 shares; 2025Q1: 5,224 shares; 2025Q2: 5,262 shares; 2025Q3: 5,637 shares; 2025Q4: 3,542 shares 3,542 $208K 0.08% -2,095 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: 386 shares; 2024Q4: 476 shares; 2025Q1: 345 shares; 2025Q2: 298 shares; 2025Q3: 319 shares; 2025Q4: 358 shares 358 $207K 0.08% +39 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,192 shares 1,192 $204K 0.08% +66 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: 4,086 shares; 2024Q4: 3,928 shares; 2025Q1: 4,109 shares; 2025Q2: 3,611 shares; 2025Q3: 3,613 shares; 2025Q4: 3,616 shares 3,616 $195K 0.08% +3 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: 4,663 shares; 2024Q4: 4,668 shares; 2025Q1: 4,628 shares; 2025Q2: 4,633 shares; 2025Q3: 4,638 shares; 2025Q4: 4,438 shares 4,438 $192K 0.08% -200 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,271 shares; 2024Q4: 4,691 shares; 2025Q1: 5,011 shares; 2025Q2: 5,306 shares; 2025Q3: 5,306 shares; 2025Q4: 4,586 shares 4,586 $189K 0.07% -720 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $188K 0.07% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,587 shares; 2025Q4: 1,487 shares 1,487 $187K 0.07% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 935 shares; 2025Q4: 1,137 shares 1,137 $185K 0.07% +202 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,266 shares; 2024Q4: 2,241 shares; 2025Q1: 2,226 shares; 2025Q2: 2,817 shares; 2025Q3: 4,417 shares; 2025Q4: 4,515 shares 4,515 $181K 0.07% +98 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares 640 $176K 0.07% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,075 shares; 2024Q4: 8,675 shares; 2025Q1: 10,175 shares; 2025Q2: 7,150 shares; 2025Q3: 7,150 shares; 2025Q4: 7,160 shares 7,160 $175K 0.07% +10 Timeline FNDB 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: 2,183 shares; 2024Q4: 6,550 shares; 2025Q1: 6,551 shares; 2025Q2: 6,553 shares; 2025Q3: 6,554 shares; 2025Q4: 6,555 shares 6,555 $174K 0.07% +1 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 765 shares; 2025Q1: 770 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 661 shares 661 $174K 0.07% +91 Timeline IGF 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: 2,732 shares; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,732 shares; 2025Q3: 2,732 shares; 2025Q4: 2,732 shares 2,732 $168K 0.07% 0 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: 1,465 shares; 2024Q4: 1,455 shares; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares 1,430 $165K 0.07% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 839 shares; 2025Q1: 774 shares; 2025Q2: 624 shares; 2025Q3: 625 shares; 2025Q4: 632 shares 632 $164K 0.06% +7 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,488 shares; 2025Q1: 2,562 shares; 2025Q2: 2,543 shares; 2025Q3: 2,884 shares; 2025Q4: 3,499 shares 3,499 $164K 0.06% +615 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: 2,291 shares; 2024Q4: 2,291 shares; 2025Q1: 2,291 shares; 2025Q2: 2,291 shares; 2025Q3: 2,291 shares; 2025Q4: 2,291 shares 2,291 $164K 0.06% 0 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: 564 shares; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 564 shares 564 $162K 0.06% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,715 shares; 2025Q1: 2,030 shares; 2025Q2: 2,255 shares; 2025Q3: 2,600 shares; 2025Q4: 2,695 shares 2,695 $162K 0.06% +95 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: not reported; 2024Q4: 104 shares; 2025Q1: not reported; 2025Q2: 111 shares; 2025Q3: 116 shares; 2025Q4: 1,045 shares 1,045 $160K 0.06% +929 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: 5,368 shares; 2024Q4: 5,355 shares; 2025Q1: 5,340 shares; 2025Q2: 6,361 shares; 2025Q3: 6,347 shares; 2025Q4: 6,373 shares 6,373 $158K 0.06% +26 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,029 shares; 2024Q4: 7,234 shares; 2025Q1: 7,642 shares; 2025Q2: 7,929 shares; 2025Q3: 8,529 shares; 2025Q4: 6,640 shares 6,640 $157K 0.06% -1,889 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,725 shares 1,725 $154K 0.06% +232 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares 2,600 $154K 0.06% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,150 shares 2,150 $154K 0.06% +150 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 451 shares; 2025Q3: 517 shares; 2025Q4: 517 shares 517 $152K 0.06% 0 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: 1,583 shares; 2024Q4: 1,588 shares; 2025Q1: 1,588 shares; 2025Q2: 1,708 shares; 2025Q3: 1,733 shares; 2025Q4: 1,733 shares 1,733 $151K 0.06% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $147K 0.06% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,391 shares; 2025Q1: 1,393 shares; 2025Q2: 1,401 shares; 2025Q3: 1,401 shares; 2025Q4: 1,391 shares 1,391 $146K 0.06% -10 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $145K 0.06% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 770 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 847 shares 847 $145K 0.06% +17 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: 2,971 shares; 2024Q4: 2,971 shares; 2025Q1: 2,971 shares; 2025Q2: 2,971 shares; 2025Q3: 2,971 shares; 2025Q4: 2,971 shares 2,971 $144K 0.06% 0 Timeline QTUM 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,303 shares 1,303 $143K 0.06% 0 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: 1,203 shares; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares 1,215 $142K 0.06% 0 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: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares 187 $141K 0.06% 0 Timeline RPV 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: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares 1,355 $140K 0.06% 0 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $138K 0.05% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 470 shares; 2025Q2: 474 shares; 2025Q3: 474 shares; 2025Q4: 474 shares 474 $137K 0.05% 0 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 5,240 shares; 2025Q1: 5,240 shares; 2025Q2: 5,240 shares; 2025Q3: 5,240 shares; 2025Q4: 5,240 shares 5,240 $136K 0.05% 0 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: 1,155 shares; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,255 shares; 2025Q3: not reported; 2025Q4: 1,985 shares 1,985 $134K 0.05% new 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: 1,125 shares; 2024Q4: 1,130 shares; 2025Q1: 1,135 shares; 2025Q2: 1,040 shares; 2025Q3: 1,044 shares; 2025Q4: 1,039 shares 1,039 $134K 0.05% -5 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 760 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: not reported; 2025Q4: 775 shares 775 $134K 0.05% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: not reported; 2025Q4: 7,404 shares 7,404 $133K 0.05% new Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $130K 0.05% 0 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: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,626 shares; 2025Q2: 1,626 shares; 2025Q3: 1,626 shares; 2025Q4: 1,626 shares 1,626 $130K 0.05% 0 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: 1,336 shares; 2024Q4: 1,336 shares; 2025Q1: 1,336 shares; 2025Q2: 1,336 shares; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares 1,336 $129K 0.05% 0 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 999 shares; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares; 2025Q3: not reported; 2025Q4: 1,499 shares 1,499 $128K 0.05% new Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,853 shares; 2024Q4: 2,853 shares; 2025Q1: 2,853 shares; 2025Q2: 2,853 shares; 2025Q3: not reported; 2025Q4: 3,749 shares 3,749 $128K 0.05% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $122K 0.05% 0 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: 2,829 shares; 2024Q4: 2,829 shares; 2025Q1: 2,829 shares; 2025Q2: 2,829 shares; 2025Q3: 2,829 shares; 2025Q4: 2,029 shares 2,029 $121K 0.05% -800 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $120K 0.05% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,184 shares; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares 1,184 $119K 0.05% 0 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 2,353 shares; 2025Q3: 2,353 shares; 2025Q4: 2,353 shares 2,353 $119K 0.05% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 566 shares; 2025Q1: 571 shares; 2025Q2: 381 shares; 2025Q3: not reported; 2025Q4: 381 shares 381 $118K 0.05% new Timeline GPGI GPGI INC More: the full row for GPGI 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: 6,119 shares 6,119 $118K 0.05% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 1,732 shares; 2025Q1: 1,018 shares; 2025Q2: 918 shares; 2025Q3: 1,268 shares; 2025Q4: 953 shares 953 $117K 0.05% -315 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: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares 880 $116K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $115K 0.05% 0 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: 299 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares 260 $111K 0.04% 0 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: 1,491 shares; 2024Q4: 1,491 shares; 2025Q1: 1,491 shares; 2025Q2: 1,491 shares; 2025Q3: 1,491 shares; 2025Q4: 1,491 shares 1,491 $111K 0.04% 0 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: 1,310 shares; 2024Q4: 1,310 shares; 2025Q1: 1,310 shares; 2025Q2: 1,310 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares 1,310 $110K 0.04% 0 Timeline SMLF 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: 1,465 shares; 2024Q4: 1,465 shares; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,465 shares 1,465 $110K 0.04% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,908 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,008 shares 1,008 $109K 0.04% new Timeline PGX 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: 8,155 shares; 2024Q4: 8,155 shares; 2025Q1: 8,155 shares; 2025Q2: 9,930 shares; 2025Q3: 9,930 shares; 2025Q4: 9,430 shares 9,430 $106K 0.04% -500 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: 818 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 993 shares; 2025Q3: not reported; 2025Q4: 1,083 shares 1,083 $104K 0.04% new 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: 1,600 shares; 2024Q4: 1,425 shares; 2025Q1: 1,335 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,285 shares 1,285 $102K 0.04% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: not reported; 2025Q4: 2,900 shares 2,900 $102K 0.04% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,220 shares; 2025Q2: 1,170 shares; 2025Q3: 3,117 shares; 2025Q4: 2,342 shares 2,342 $102K 0.04% -775 Timeline