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: 523,528 shares; 2024Q4: 486,952 shares; 2025Q1: 502,081 shares; 2025Q2: 531,012 shares; 2025Q3: 498,024 shares; 2025Q4: 485,490 shares 485,490 $304M 10.62% -12,534 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: 2,726,546 shares; 2024Q4: 2,729,642 shares; 2025Q1: 2,825,948 shares; 2025Q2: 2,810,427 shares; 2025Q3: 2,841,288 shares; 2025Q4: 2,897,259 shares 2,897,259 $278M 9.71% +55,971 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: 392,321 shares; 2024Q4: 372,011 shares; 2025Q1: 366,050 shares; 2025Q2: 364,378 shares; 2025Q3: 348,756 shares; 2025Q4: 335,243 shares 335,243 $229M 7.98% -13,513 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: 3,021,393 shares; 2024Q4: 3,199,964 shares; 2025Q1: 3,257,475 shares; 2025Q2: 3,182,811 shares; 2025Q3: 3,143,808 shares; 2025Q4: 3,134,953 shares 3,134,953 $169M 5.88% -8,855 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: 2,191,849 shares; 2024Q4: 2,199,537 shares; 2025Q1: 2,253,629 shares; 2025Q2: 2,268,824 shares; 2025Q3: 2,260,253 shares; 2025Q4: 2,283,286 shares 2,283,286 $151M 5.26% +23,033 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: 822,952 shares; 2024Q4: 836,245 shares; 2025Q1: 844,384 shares; 2025Q2: 856,608 shares; 2025Q3: 1,623,190 shares; 2025Q4: 1,663,150 shares 1,663,150 $147M 5.14% +39,960 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: 635,043 shares; 2024Q4: 633,928 shares; 2025Q1: 643,941 shares; 2025Q2: 609,174 shares; 2025Q3: 582,631 shares; 2025Q4: 562,884 shares 562,884 $139M 4.84% -19,747 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654,420 shares; 2024Q4: 1,663,681 shares; 2025Q1: 1,709,685 shares; 2025Q2: 1,704,384 shares; 2025Q3: 1,672,735 shares; 2025Q4: 1,613,586 shares 1,613,586 $129M 4.52% -59,149 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: 1,754 shares; 2024Q4: 1,836 shares; 2025Q1: 5,115 shares; 2025Q2: 307,165 shares; 2025Q3: 305,716 shares; 2025Q4: 306,241 shares 306,241 $92.5M 3.23% +525 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: 6,779 shares; 2024Q4: 6,941 shares; 2025Q1: 135,643 shares; 2025Q2: 133,381 shares; 2025Q3: 131,728 shares; 2025Q4: 120,248 shares 120,248 $73.9M 2.58% -11,480 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,291 shares; 2024Q4: 58,606 shares; 2025Q1: 1,075,390 shares; 2025Q2: 1,110,253 shares; 2025Q3: 1,128,842 shares; 2025Q4: 1,206,289 shares 1,206,289 $72.3M 2.52% +77,447 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: 604,086 shares; 2024Q4: 660,319 shares; 2025Q1: 632,270 shares; 2025Q2: 647,256 shares; 2025Q3: 667,066 shares; 2025Q4: 706,139 shares 706,139 $70.5M 2.46% +39,073 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533,681 shares; 2024Q4: 527,443 shares; 2025Q1: 508,647 shares; 2025Q2: 531,018 shares; 2025Q3: 531,973 shares; 2025Q4: 624,484 shares 624,484 $58.1M 2.03% +92,511 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: 100,802 shares; 2024Q4: 101,150 shares; 2025Q1: 100,251 shares; 2025Q2: 83,408 shares; 2025Q3: 75,541 shares; 2025Q4: 75,456 shares 75,456 $51.7M 1.8% -85 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: 142,604 shares; 2024Q4: 142,539 shares; 2025Q1: 145,110 shares; 2025Q2: 146,724 shares; 2025Q3: 143,828 shares; 2025Q4: 143,636 shares 143,636 $39M 1.36% -192 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: 285,443 shares; 2024Q4: 267,026 shares; 2025Q1: 238,918 shares; 2025Q2: 242,148 shares; 2025Q3: 236,373 shares; 2025Q4: 204,579 shares 204,579 $38.2M 1.33% -31,794 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: 131,167 shares; 2024Q4: 127,361 shares; 2025Q1: 113,324 shares; 2025Q2: 116,913 shares; 2025Q3: 113,527 shares; 2025Q4: 110,385 shares 110,385 $34.6M 1.21% -3,142 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: 66,093 shares; 2024Q4: 64,960 shares; 2025Q1: 66,503 shares; 2025Q2: 67,789 shares; 2025Q3: 66,836 shares; 2025Q4: 66,398 shares 66,398 $32.1M 1.12% -438 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: 108,458 shares; 2024Q4: 105,138 shares; 2025Q1: 125,435 shares; 2025Q2: 127,244 shares; 2025Q3: 124,244 shares; 2025Q4: 125,196 shares 125,196 $28.9M 1.01% +952 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: 88,047 shares; 2024Q4: 85,676 shares; 2025Q1: 84,110 shares; 2025Q2: 84,667 shares; 2025Q3: 79,447 shares; 2025Q4: 77,436 shares 77,436 $25M 0.87% -2,011 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,675 shares; 2024Q4: 168,668 shares; 2025Q1: 171,541 shares; 2025Q2: 169,381 shares; 2025Q3: 161,337 shares; 2025Q4: 155,011 shares 155,011 $23.1M 0.81% -6,326 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: 35,954 shares; 2024Q4: 35,254 shares; 2025Q1: 34,575 shares; 2025Q2: 34,616 shares; 2025Q3: 33,918 shares; 2025Q4: 33,864 shares 33,864 $22.4M 0.78% -54 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,751 shares; 2024Q4: 305,678 shares; 2025Q1: 314,368 shares; 2025Q2: 304,235 shares; 2025Q3: 301,505 shares; 2025Q4: 474,591 shares 474,591 $21.8M 0.76% +173,086 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: 303,848 shares; 2024Q4: 329,818 shares; 2025Q1: 323,943 shares; 2025Q2: 331,651 shares; 2025Q3: 327,920 shares; 2025Q4: 326,830 shares 326,830 $20.4M 0.71% -1,090 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,342 shares; 2024Q4: 153,288 shares; 2025Q1: 145,982 shares; 2025Q2: 145,928 shares; 2025Q3: 157,651 shares; 2025Q4: 183,801 shares 183,801 $17.3M 0.6% +26,150 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: 62,960 shares; 2024Q4: 51,258 shares; 2025Q1: 50,968 shares; 2025Q2: 51,766 shares; 2025Q3: 48,618 shares; 2025Q4: 48,706 shares 48,706 $17.1M 0.6% +88 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,944 shares; 2024Q4: 303,882 shares; 2025Q1: 387,149 shares; 2025Q2: 995,869 shares; 2025Q3: 314,561 shares; 2025Q4: 332,746 shares 332,746 $16.8M 0.59% +18,185 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,288 shares; 2024Q4: 230,745 shares; 2025Q1: 309,225 shares; 2025Q2: 170,629 shares; 2025Q3: 282,629 shares; 2025Q4: 295,889 shares 295,889 $15M 0.52% +13,260 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,682 shares; 2024Q4: 231,837 shares; 2025Q1: 311,846 shares; 2025Q2: 172,135 shares; 2025Q3: 286,068 shares; 2025Q4: 298,865 shares 298,865 $14.8M 0.52% +12,797 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 18 shares 18 $13.6M 0.47% -1 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: 16,718 shares; 2024Q4: 16,068 shares; 2025Q1: 15,980 shares; 2025Q2: 16,039 shares; 2025Q3: 15,719 shares; 2025Q4: 15,448 shares 15,448 $13.6M 0.47% -271 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: 92,590 shares; 2024Q4: 89,441 shares; 2025Q1: 89,880 shares; 2025Q2: 90,570 shares; 2025Q3: 86,657 shares; 2025Q4: 85,031 shares 85,031 $13.1M 0.46% -1,626 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: 3,156 shares; 2024Q4: 3,150 shares; 2025Q1: 37,466 shares; 2025Q2: 37,157 shares; 2025Q3: 35,815 shares; 2025Q4: 36,412 shares 36,412 $12.6M 0.44% +597 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: 110,257 shares; 2024Q4: 117,156 shares; 2025Q1: 120,388 shares; 2025Q2: 122,342 shares; 2025Q3: 126,031 shares; 2025Q4: 129,403 shares 129,403 $12.3M 0.43% +3,372 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: 48,820 shares; 2024Q4: 48,820 shares; 2025Q1: 52,869 shares; 2025Q2: 52,869 shares; 2025Q3: 52,869 shares; 2025Q4: 52,869 shares 52,869 $11.8M 0.41% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,734 shares; 2025Q3: 136,734 shares; 2025Q4: 139,595 shares 139,595 $11M 0.38% +2,861 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,013 shares; 2025Q1: 240,301 shares; 2025Q2: 240,301 shares; 2025Q3: 240,301 shares; 2025Q4: 240,301 shares 240,301 $10.6M 0.37% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,724 shares; 2024Q4: 38,726 shares; 2025Q1: 38,461 shares; 2025Q2: 39,055 shares; 2025Q3: 38,111 shares; 2025Q4: 37,260 shares 37,260 $10.2M 0.36% -851 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: 56,305 shares; 2024Q4: 52,193 shares; 2025Q1: 49,890 shares; 2025Q2: 51,156 shares; 2025Q3: 49,470 shares; 2025Q4: 49,145 shares 49,145 $10.2M 0.35% -325 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,128 shares; 2024Q4: 123,610 shares; 2025Q1: 123,610 shares; 2025Q2: 123,610 shares; 2025Q3: 130,322 shares; 2025Q4: 117,864 shares 117,864 $10.2M 0.35% -12,458 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,312 shares; 2024Q4: 52,212 shares; 2025Q1: 52,212 shares; 2025Q2: 52,218 shares; 2025Q3: 44,392 shares; 2025Q4: 44,392 shares 44,392 $10.1M 0.35% 0 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: 9,148 shares; 2025Q1: 9,226 shares; 2025Q2: 9,362 shares; 2025Q3: 9,035 shares; 2025Q4: 8,993 shares 8,993 $9.63M 0.34% -42 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: 61,996 shares; 2024Q4: 60,905 shares; 2025Q1: 62,090 shares; 2025Q2: 63,194 shares; 2025Q3: 62,733 shares; 2025Q4: 62,973 shares 62,973 $9.6M 0.33% +240 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: 7,251 shares; 2024Q4: 7,388 shares; 2025Q1: 7,115 shares; 2025Q2: 15,892 shares; 2025Q3: 12,405 shares; 2025Q4: 19,050 shares 19,050 $9.58M 0.33% +6,645 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: 38,273 shares; 2024Q4: 37,532 shares; 2025Q1: 43,606 shares; 2025Q2: 37,467 shares; 2025Q3: 36,282 shares; 2025Q4: 35,875 shares 35,875 $9.25M 0.32% -407 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: 8,628 shares; 2024Q4: 8,568 shares; 2025Q1: 8,612 shares; 2025Q2: 8,980 shares; 2025Q3: 8,692 shares; 2025Q4: 8,411 shares 8,411 $9.04M 0.32% -281 Timeline EAGG 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: 98,107 shares; 2024Q4: 102,019 shares; 2025Q1: 109,703 shares; 2025Q2: 106,909 shares; 2025Q3: 109,429 shares; 2025Q4: 185,400 shares 185,400 $8.87M 0.31% +75,971 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,196 shares; 2024Q4: 29,202 shares; 2025Q1: 29,302 shares; 2025Q2: 29,931 shares; 2025Q3: 29,170 shares; 2025Q4: 29,427 shares 29,427 $8.71M 0.3% +257 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: 34,756 shares; 2024Q4: 33,499 shares; 2025Q1: 32,983 shares; 2025Q2: 33,204 shares; 2025Q3: 32,213 shares; 2025Q4: 31,854 shares 31,854 $8.36M 0.29% -359 Timeline ACWX 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: 115,108 shares; 2024Q4: 115,173 shares; 2025Q1: 115,173 shares; 2025Q2: 117,293 shares; 2025Q3: 117,252 shares; 2025Q4: 122,207 shares 122,207 $8.2M 0.29% +4,955 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: 21,430 shares; 2024Q4: 20,018 shares; 2025Q1: 19,535 shares; 2025Q2: 20,033 shares; 2025Q3: 18,522 shares; 2025Q4: 18,111 shares 18,111 $8.14M 0.28% -411 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: 23,947 shares; 2024Q4: 23,534 shares; 2025Q1: 23,458 shares; 2025Q2: 23,888 shares; 2025Q3: 23,293 shares; 2025Q4: 22,877 shares 22,877 $8.04M 0.28% -416 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: 40,195 shares; 2024Q4: 39,004 shares; 2025Q1: 29,701 shares; 2025Q2: 30,160 shares; 2025Q3: 29,814 shares; 2025Q4: 29,569 shares 29,569 $7.83M 0.27% -245 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: 21,702 shares; 2024Q4: 42,709 shares; 2025Q1: 42,485 shares; 2025Q2: 43,335 shares; 2025Q3: 41,960 shares; 2025Q4: 41,900 shares 41,900 $7.72M 0.27% -60 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 7,665 shares; 2025Q1: 7,618 shares; 2025Q2: 7,731 shares; 2025Q3: 7,578 shares; 2025Q4: 11,645 shares 11,645 $7.71M 0.27% +4,067 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: 52,103 shares; 2024Q4: 52,036 shares; 2025Q1: 52,831 shares; 2025Q2: 54,346 shares; 2025Q3: 53,141 shares; 2025Q4: 53,202 shares 53,202 $7.62M 0.27% +61 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: 1,522 shares; 2024Q4: 1,451 shares; 2025Q1: 1,447 shares; 2025Q2: 1,450 shares; 2025Q3: 1,423 shares; 2025Q4: 1,370 shares 1,370 $7.34M 0.26% -53 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 141,453 shares; 2025Q3: 141,566 shares; 2025Q4: 141,416 shares 141,416 $7.23M 0.25% -150 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: 64,753 shares; 2024Q4: 63,355 shares; 2025Q1: 61,602 shares; 2025Q2: 61,125 shares; 2025Q3: 58,862 shares; 2025Q4: 57,657 shares 57,657 $7.22M 0.25% -1,205 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: 12,238 shares; 2024Q4: 12,221 shares; 2025Q1: 12,219 shares; 2025Q2: 12,202 shares; 2025Q3: 11,939 shares; 2025Q4: 11,929 shares 11,929 $7.2M 0.25% -10 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: 69,600 shares; 2024Q4: 64,208 shares; 2025Q1: 65,000 shares; 2025Q2: 66,323 shares; 2025Q3: 64,598 shares; 2025Q4: 62,803 shares 62,803 $7.15M 0.25% -1,795 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: 33,391 shares; 2024Q4: 32,408 shares; 2025Q1: 32,714 shares; 2025Q2: 33,124 shares; 2025Q3: 32,492 shares; 2025Q4: 32,094 shares 32,094 $7.05M 0.25% -398 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: 59,168 shares; 2024Q4: 58,900 shares; 2025Q1: 60,147 shares; 2025Q2: 61,951 shares; 2025Q3: 61,405 shares; 2025Q4: 60,848 shares 60,848 $7.02M 0.24% -557 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: 25,251 shares; 2024Q4: 24,920 shares; 2025Q1: 23,593 shares; 2025Q2: 23,688 shares; 2025Q3: 20,878 shares; 2025Q4: 20,477 shares 20,477 $6.87M 0.24% -401 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: 36,696 shares; 2024Q4: 35,534 shares; 2025Q1: 35,605 shares; 2025Q2: 36,335 shares; 2025Q3: 34,898 shares; 2025Q4: 33,913 shares 33,913 $6.62M 0.23% -985 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: 341,818 shares; 2024Q4: 139,396 shares; 2025Q1: 131,329 shares; 2025Q2: 130,161 shares; 2025Q3: 127,003 shares; 2025Q4: 120,533 shares 120,533 $6.59M 0.23% -6,470 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 28,163 shares; 2025Q2: 28,336 shares; 2025Q3: 28,046 shares; 2025Q4: 28,218 shares 28,218 $6.19M 0.22% +172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,186 shares; 2025Q3: 76,186 shares; 2025Q4: 76,186 shares 76,186 $6.07M 0.21% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,150 shares; 2025Q1: 48,335 shares; 2025Q2: 48,712 shares; 2025Q3: 51,285 shares; 2025Q4: 50,446 shares 50,446 $6.07M 0.21% -839 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,577 shares; 2024Q4: 39,577 shares; 2025Q1: 39,577 shares; 2025Q2: 42,046 shares; 2025Q3: 42,046 shares; 2025Q4: 42,046 shares 42,046 $5.95M 0.21% 0 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: 18,684 shares; 2024Q4: 18,207 shares; 2025Q1: 23,013 shares; 2025Q2: 21,528 shares; 2025Q3: 16,805 shares; 2025Q4: 16,962 shares 16,962 $5.32M 0.19% +157 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,454 shares; 2024Q4: 39,291 shares; 2025Q1: 40,380 shares; 2025Q2: 42,241 shares; 2025Q3: 41,359 shares; 2025Q4: 41,599 shares 41,599 $5.31M 0.19% +240 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: 16,685 shares; 2024Q4: 16,744 shares; 2025Q1: 16,553 shares; 2025Q2: 16,462 shares; 2025Q3: 16,256 shares; 2025Q4: 16,301 shares 16,301 $5.19M 0.18% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,638 shares; 2025Q3: 12,300 shares; 2025Q4: 12,223 shares 12,223 $5.16M 0.18% -77 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: 111,282 shares; 2024Q4: 81,802 shares; 2025Q1: 82,702 shares; 2025Q2: 80,472 shares; 2025Q3: 51,799 shares; 2025Q4: 50,665 shares 50,665 $5.06M 0.18% -1,134 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: 122,849 shares; 2024Q4: 128,687 shares; 2025Q1: 90,941 shares; 2025Q2: 72,213 shares; 2025Q3: 47,287 shares; 2025Q4: 47,017 shares 47,017 $5.04M 0.18% -270 Timeline SCHO 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: not reported; 2025Q1: not reported; 2025Q2: 195,739 shares; 2025Q3: 198,408 shares; 2025Q4: 201,936 shares 201,936 $4.92M 0.17% +3,528 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,125 shares; 2024Q4: 112,199 shares; 2025Q1: 112,755 shares; 2025Q2: 110,379 shares; 2025Q3: 110,455 shares; 2025Q4: 108,348 shares 108,348 $4.79M 0.17% -2,107 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,801 shares; 2024Q4: 10,742 shares; 2025Q1: 10,663 shares; 2025Q2: 13,038 shares; 2025Q3: 12,905 shares; 2025Q4: 12,591 shares 12,591 $4.7M 0.16% -314 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: 54,002 shares; 2024Q4: 165,881 shares; 2025Q1: 165,881 shares; 2025Q2: 159,817 shares; 2025Q3: 159,817 shares; 2025Q4: 169,616 shares 169,616 $4.56M 0.16% +9,799 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS 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: 20,345 shares 20,345 $4.55M 0.16% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,596 shares; 2024Q4: 23,436 shares; 2025Q1: 23,773 shares; 2025Q2: 24,142 shares; 2025Q3: 23,708 shares; 2025Q4: 23,073 shares 23,073 $4.49M 0.16% -635 Timeline CMF 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: 89,315 shares; 2025Q3: 77,453 shares; 2025Q4: 75,301 shares 75,301 $4.33M 0.15% -2,152 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: 75,341 shares; 2024Q4: 59,872 shares; 2025Q1: 59,872 shares; 2025Q2: 59,578 shares; 2025Q3: 58,249 shares; 2025Q4: 57,456 shares 57,456 $4.26M 0.15% -793 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS 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: 374,791 shares; 2025Q4: 397,966 shares 397,966 $4.14M 0.14% +23,175 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: 19,614 shares; 2024Q4: 19,742 shares; 2025Q1: 19,862 shares; 2025Q2: 20,545 shares; 2025Q3: 19,275 shares; 2025Q4: 15,173 shares 15,173 $4.07M 0.14% -4,102 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,861 shares; 2025Q2: 33,450 shares; 2025Q3: 43,920 shares; 2025Q4: 44,020 shares 44,020 $4.07M 0.14% +100 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: 10,162 shares; 2024Q4: 9,931 shares; 2025Q1: 9,881 shares; 2025Q2: 9,855 shares; 2025Q3: 9,802 shares; 2025Q4: 9,722 shares 9,722 $3.76M 0.13% -80 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,208 shares; 2024Q4: 152,137 shares; 2025Q1: 122,362 shares; 2025Q2: 66,393 shares; 2025Q3: 66,418 shares; 2025Q4: 66,418 shares 66,418 $3.48M 0.12% 0 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,009 shares; 2025Q2: 82,450 shares; 2025Q3: 82,732 shares; 2025Q4: 71,840 shares 71,840 $3.04M 0.11% -10,892 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: 65,143 shares; 2024Q4: 121,062 shares; 2025Q1: 121,062 shares; 2025Q2: 131,495 shares; 2025Q3: 131,495 shares; 2025Q4: 126,255 shares 126,255 $3.04M 0.11% -5,240 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: 3,678 shares; 2024Q4: 3,678 shares; 2025Q1: 3,642 shares; 2025Q2: 3,715 shares; 2025Q3: 3,707 shares; 2025Q4: 3,503 shares 3,503 $3.02M 0.11% -204 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,836 shares; 2024Q4: 8,724 shares; 2025Q1: 8,985 shares; 2025Q2: 8,984 shares; 2025Q3: 8,984 shares; 2025Q4: 8,984 shares 8,984 $2.9M 0.1% 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: 1,847 shares; 2024Q4: 1,687 shares; 2025Q1: 35,607 shares; 2025Q2: 36,205 shares; 2025Q3: 34,041 shares; 2025Q4: 29,324 shares 29,324 $2.87M 0.1% -4,717 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: 32,121 shares; 2024Q4: 4,492 shares; 2025Q1: 6,752 shares; 2025Q2: 9,284 shares; 2025Q3: 8,509 shares; 2025Q4: 8,497 shares 8,497 $2.47M 0.09% -12 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: 8,010 shares; 2024Q4: 7,938 shares; 2025Q1: 7,938 shares; 2025Q2: 7,938 shares; 2025Q3: 7,938 shares; 2025Q4: 7,715 shares 7,715 $2.43M 0.08% -223 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,925 shares; 2025Q2: 7,320 shares; 2025Q3: 6,726 shares; 2025Q4: 5,176 shares 5,176 $2.35M 0.08% -1,550 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: 6,544 shares; 2024Q4: 6,408 shares; 2025Q1: 6,691 shares; 2025Q2: 6,642 shares; 2025Q3: 6,571 shares; 2025Q4: 6,355 shares 6,355 $2.19M 0.08% -216 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,843 shares; 2024Q4: 14,792 shares; 2025Q1: 13,715 shares; 2025Q2: 12,315 shares; 2025Q3: 12,268 shares; 2025Q4: 12,233 shares 12,233 $1.89M 0.07% -35 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: 17,142 shares; 2024Q4: 16,901 shares; 2025Q1: 15,624 shares; 2025Q2: 15,544 shares; 2025Q3: 15,307 shares; 2025Q4: 15,684 shares 15,684 $1.89M 0.07% +377 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: 7,974 shares; 2024Q4: 7,942 shares; 2025Q1: 7,942 shares; 2025Q2: 7,955 shares; 2025Q3: 7,954 shares; 2025Q4: 7,989 shares 7,989 $1.82M 0.06% +35 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: 6,521 shares; 2024Q4: 6,119 shares; 2025Q1: 6,102 shares; 2025Q2: 6,113 shares; 2025Q3: 6,113 shares; 2025Q4: 6,697 shares 6,697 $1.72M 0.06% +584 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: 8,092 shares; 2024Q4: 8,096 shares; 2025Q1: 9,035 shares; 2025Q2: 8,071 shares; 2025Q3: 8,071 shares; 2025Q4: 7,715 shares 7,715 $1.7M 0.06% -356 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: 6,471 shares; 2024Q4: 6,394 shares; 2025Q1: 6,394 shares; 2025Q2: 6,209 shares; 2025Q3: 5,981 shares; 2025Q4: 11,506 shares 11,506 $1.66M 0.06% +5,525 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: 30,269 shares; 2024Q4: 24,058 shares; 2025Q1: 24,058 shares; 2025Q2: 24,058 shares; 2025Q3: 22,506 shares; 2025Q4: 22,506 shares 22,506 $1.66M 0.06% 0 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: 7,261 shares; 2024Q4: 7,114 shares; 2025Q1: 7,336 shares; 2025Q2: 7,100 shares; 2025Q3: 6,581 shares; 2025Q4: 7,211 shares 7,211 $1.65M 0.06% +630 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,966 shares; 2025Q3: 13,037 shares; 2025Q4: 14,149 shares 14,149 $1.36M 0.05% +1,112 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,623 shares; 2025Q3: 23,096 shares; 2025Q4: 25,366 shares 25,366 $1.28M 0.04% +2,270 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: 2,878 shares; 2024Q4: 3,428 shares; 2025Q1: 2,878 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares 2,630 $1.24M 0.04% 0 Timeline OEF 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: 3,822 shares; 2024Q4: 3,802 shares; 2025Q1: 3,744 shares; 2025Q2: 3,706 shares; 2025Q3: 3,707 shares; 2025Q4: 3,494 shares 3,494 $1.2M 0.04% -213 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: 9,463 shares; 2024Q4: 9,463 shares; 2025Q1: 8,695 shares; 2025Q2: 7,843 shares; 2025Q3: 6,238 shares; 2025Q4: 6,131 shares 6,131 $1.09M 0.04% -107 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,140 shares; 2024Q4: 214,246 shares; 2025Q1: 14,428 shares; 2025Q2: 18,818 shares; 2025Q3: 17,708 shares; 2025Q4: 18,223 shares 18,223 $1.07M 0.04% +515 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,782 shares; 2024Q4: 13,360 shares; 2025Q1: 26,985 shares; 2025Q2: 26,985 shares; 2025Q3: 26,723 shares; 2025Q4: 25,882 shares 25,882 $1.02M 0.04% -841 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 26,922 shares 26,922 $1.01M 0.04% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 3,386 shares; 2025Q1: 2,866 shares; 2025Q2: 2,738 shares; 2025Q3: 2,690 shares; 2025Q4: 2,537 shares 2,537 $1.01M 0.04% -153 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: 8,456 shares; 2024Q4: 25,367 shares; 2025Q1: 25,367 shares; 2025Q2: 25,367 shares; 2025Q3: 25,367 shares; 2025Q4: 36,395 shares 36,395 $990K 0.03% +11,028 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: 12,809 shares; 2024Q4: 12,220 shares; 2025Q1: 11,353 shares; 2025Q2: 11,358 shares; 2025Q3: 11,358 shares; 2025Q4: 12,819 shares 12,819 $987K 0.03% +1,461 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,292 shares; 2024Q4: 63,884 shares; 2025Q1: 62,069 shares; 2025Q2: 58,794 shares; 2025Q3: 58,794 shares; 2025Q4: 58,397 shares 58,397 $978K 0.03% -397 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 8,451 shares; 2025Q3: 9,612 shares; 2025Q4: 9,664 shares 9,664 $969K 0.03% +52 Timeline TOV 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: 32,387 shares; 2025Q4: 31,898 shares 31,898 $915K 0.03% -489 Timeline SCHC 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: 18,062 shares; 2024Q4: 18,062 shares; 2025Q1: 18,062 shares; 2025Q2: 18,062 shares; 2025Q3: 19,894 shares; 2025Q4: 20,050 shares 20,050 $913K 0.03% +156 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,427 shares; 2024Q4: 7,451 shares; 2025Q1: 7,333 shares; 2025Q2: 7,353 shares; 2025Q3: 7,353 shares; 2025Q4: 7,434 shares 7,434 $820K 0.03% +81 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: 3,263 shares; 2024Q4: 3,207 shares; 2025Q1: 2,927 shares; 2025Q2: 2,840 shares; 2025Q3: 2,529 shares; 2025Q4: 2,732 shares 2,732 $809K 0.03% +203 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: 3,047 shares; 2024Q4: 2,908 shares; 2025Q1: 3,521 shares; 2025Q2: 3,526 shares; 2025Q3: 3,341 shares; 2025Q4: 3,322 shares 3,322 $801K 0.03% -19 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,676 shares; 2025Q1: 2,644 shares; 2025Q2: 2,697 shares; 2025Q3: 1,321 shares; 2025Q4: 1,400 shares 1,400 $799K 0.03% +79 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,718 shares; 2024Q4: 23,942 shares; 2025Q1: 23,792 shares; 2025Q2: 23,792 shares; 2025Q3: 23,792 shares; 2025Q4: 24,140 shares 24,140 $791K 0.03% +348 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,107 shares 33,107 $781K 0.03% new 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: 4,929 shares; 2024Q4: 4,682 shares; 2025Q1: 4,484 shares; 2025Q2: 4,704 shares; 2025Q3: 2,833 shares; 2025Q4: 3,648 shares 3,648 $711K 0.02% +815 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,608 shares; 2024Q4: 12,608 shares; 2025Q1: 12,608 shares; 2025Q2: 12,608 shares; 2025Q3: 12,608 shares; 2025Q4: 12,684 shares 12,684 $692K 0.02% +76 Timeline PACS PACS GROUP INC More: the full row for PACS 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: 16,724 shares 16,724 $642K 0.02% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,702 shares; 2025Q1: 4,569 shares; 2025Q2: 4,569 shares; 2025Q3: 4,569 shares; 2025Q4: 4,682 shares 4,682 $608K 0.02% +113 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: 2,191 shares; 2024Q4: 2,059 shares; 2025Q1: 2,562 shares; 2025Q2: 2,037 shares; 2025Q3: 1,960 shares; 2025Q4: 1,977 shares 1,977 $604K 0.02% +17 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: 9,078 shares; 2024Q4: 10,481 shares; 2025Q1: 8,298 shares; 2025Q2: 6,872 shares; 2025Q3: 6,872 shares; 2025Q4: 6,701 shares 6,701 $599K 0.02% -171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 1,057 shares 1,057 $599K 0.02% +30 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: 2,323 shares; 2024Q4: 2,258 shares; 2025Q1: 2,289 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,299 shares 2,299 $591K 0.02% +24 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: 3,265 shares; 2024Q4: 3,165 shares; 2025Q1: 3,588 shares; 2025Q2: 3,166 shares; 2025Q3: 3,159 shares; 2025Q4: 3,206 shares 3,206 $588K 0.02% +47 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: 5,748 shares; 2024Q4: 5,748 shares; 2025Q1: 5,748 shares; 2025Q2: 5,748 shares; 2025Q3: 5,748 shares; 2025Q4: 5,853 shares 5,853 $585K 0.02% +105 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,141 shares; 2025Q3: 19,359 shares; 2025Q4: 20,289 shares 20,289 $556K 0.02% +930 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: 3,664 shares; 2024Q4: 6,108 shares; 2025Q1: 8,228 shares; 2025Q2: 2,985 shares; 2025Q3: 7,404 shares; 2025Q4: 7,396 shares 7,396 $548K 0.02% -8 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: 6,457 shares; 2024Q4: 7,955 shares; 2025Q1: 6,591 shares; 2025Q2: 6,669 shares; 2025Q3: 6,669 shares; 2025Q4: 6,669 shares 6,669 $541K 0.02% 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: 2,795 shares; 2024Q4: 2,795 shares; 2025Q1: 2,743 shares; 2025Q2: 2,816 shares; 2025Q3: 2,522 shares; 2025Q4: 2,522 shares 2,522 $530K 0.02% 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: 27,135 shares; 2024Q4: 25,993 shares; 2025Q1: 25,651 shares; 2025Q2: 26,100 shares; 2025Q3: 2,286 shares; 2025Q4: 2,313 shares 2,313 $529K 0.02% +27 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: 2,574 shares; 2024Q4: 2,452 shares; 2025Q1: 2,457 shares; 2025Q2: 2,192 shares; 2025Q3: 2,192 shares; 2025Q4: 2,200 shares 2,200 $509K 0.02% +8 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: 6,718 shares; 2024Q4: 6,201 shares; 2025Q1: 4,987 shares; 2025Q2: 4,997 shares; 2025Q3: 4,997 shares; 2025Q4: 5,258 shares 5,258 $490K 0.02% +261 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: 9,359 shares; 2024Q4: 8,652 shares; 2025Q1: 8,652 shares; 2025Q2: 8,652 shares; 2025Q3: 8,652 shares; 2025Q4: 8,128 shares 8,128 $484K 0.02% -524 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: 13,701 shares; 2024Q4: 13,496 shares; 2025Q1: 13,228 shares; 2025Q2: 13,164 shares; 2025Q3: 6,029 shares; 2025Q4: 5,921 shares 5,921 $484K 0.02% -108 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: 1,849 shares; 2024Q4: 1,852 shares; 2025Q1: 1,843 shares; 2025Q2: 1,817 shares; 2025Q3: 1,447 shares; 2025Q4: 1,491 shares 1,491 $459K 0.02% +44 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: 772 shares; 2024Q4: 772 shares; 2025Q1: 772 shares; 2025Q2: 779 shares; 2025Q3: 744 shares; 2025Q4: 800 shares 800 $458K 0.02% +56 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: 8,129 shares; 2024Q4: 7,928 shares; 2025Q1: 9,103 shares; 2025Q2: 7,548 shares; 2025Q3: 6,396 shares; 2025Q4: 6,514 shares 6,514 $455K 0.02% +118 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: 3,683 shares; 2024Q4: 2,943 shares; 2025Q1: 3,249 shares; 2025Q2: 3,429 shares; 2025Q3: 3,227 shares; 2025Q4: 3,145 shares 3,145 $451K 0.02% -82 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,623 shares; 2024Q4: 5,623 shares; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares; 2025Q3: 5,623 shares; 2025Q4: 5,623 shares 5,623 $436K 0.02% 0 Timeline NUDM 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: 11,970 shares; 2024Q4: 12,848 shares; 2025Q1: 11,970 shares; 2025Q2: 11,970 shares; 2025Q3: 11,970 shares; 2025Q4: 11,970 shares 11,970 $433K 0.02% 0 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: 12,030 shares; 2024Q4: 10,925 shares; 2025Q1: 10,925 shares; 2025Q2: 10,925 shares; 2025Q3: 10,925 shares; 2025Q4: 9,187 shares 9,187 $431K 0.02% -1,738 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: 2,853 shares; 2024Q4: 2,853 shares; 2025Q1: 3,053 shares; 2025Q2: 2,684 shares; 2025Q3: 2,684 shares; 2025Q4: 2,684 shares 2,684 $430K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 3,038 shares; 2025Q1: 3,038 shares; 2025Q2: 3,038 shares; 2025Q3: 3,038 shares; 2025Q4: 3,038 shares 3,038 $423K 0.01% 0 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: 1,147 shares; 2024Q4: 1,147 shares; 2025Q1: 1,306 shares; 2025Q2: 1,286 shares; 2025Q3: 443 shares; 2025Q4: 4,470 shares 4,470 $419K 0.01% +4,027 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: 407 shares; 2024Q4: 401 shares; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 477 shares; 2025Q4: 491 shares 491 $370K 0.01% +14 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,722 shares; 2025Q1: 1,246 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares 1,215 $369K 0.01% 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: 2,095 shares; 2024Q4: 2,095 shares; 2025Q1: 2,082 shares; 2025Q2: 2,072 shares; 2025Q3: 973 shares; 2025Q4: 976 shares 976 $361K 0.01% +3 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: not reported; 2024Q4: 361 shares; 2025Q1: not reported; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 407 shares 407 $358K 0.01% +58 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,629 shares; 2025Q2: 10,061 shares; 2025Q3: 10,061 shares; 2025Q4: 10,061 shares 10,061 $345K 0.01% 0 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: 692 shares; 2024Q4: 684 shares; 2025Q1: 613 shares; 2025Q2: 632 shares; 2025Q3: 618 shares; 2025Q4: 649 shares 649 $339K 0.01% +31 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 6,965 shares; 2025Q1: 6,965 shares; 2025Q2: 6,965 shares; 2025Q3: 6,965 shares; 2025Q4: 6,965 shares 6,965 $313K 0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,417 shares; 2024Q4: 4,417 shares; 2025Q1: 4,417 shares; 2025Q2: 4,417 shares; 2025Q3: 4,417 shares; 2025Q4: 4,417 shares 4,417 $307K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,381 shares; 2025Q1: 2,381 shares; 2025Q2: 2,381 shares; 2025Q3: 2,381 shares; 2025Q4: 2,381 shares 2,381 $304K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,109 shares; 2025Q2: 1,157 shares; 2025Q3: 1,157 shares; 2025Q4: 1,197 shares 1,197 $303K 0.01% +40 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: 821 shares; 2024Q4: 821 shares; 2025Q1: 774 shares; 2025Q2: 792 shares; 2025Q3: 743 shares; 2025Q4: 704 shares 704 $300K 0.01% -39 Timeline GOVT 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: 1,857,256 shares; 2024Q4: 1,558,773 shares; 2025Q1: 21,204 shares; 2025Q2: 16,855 shares; 2025Q3: 12,929 shares; 2025Q4: 12,929 shares 12,929 $298K 0.01% 0 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: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,957 shares; 2025Q3: 1,792 shares; 2025Q4: 1,855 shares 1,855 $298K 0.01% +63 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: 377 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 508 shares 508 $294K 0.01% +76 Timeline COUR COURSERA INC More: the full row for COURSERA 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: 61,988 shares; 2025Q2: 61,988 shares; 2025Q3: 49,697 shares; 2025Q4: 39,697 shares 39,697 $292K 0.01% -10,000 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,985 shares; 2025Q1: 1,985 shares; 2025Q2: 1,985 shares; 2025Q3: 1,985 shares; 2025Q4: 1,985 shares 1,985 $287K 0.01% 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: 2,533 shares; 2024Q4: 2,995 shares; 2025Q1: 2,995 shares; 2025Q2: 2,807 shares; 2025Q3: 2,407 shares; 2025Q4: 2,322 shares 2,322 $279K 0.01% -85 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,459 shares; 2025Q1: 2,490 shares; 2025Q2: 3,097 shares; 2025Q3: 2,978 shares; 2025Q4: 2,832 shares 2,832 $273K 0.01% -146 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,042 shares; 2025Q1: 2,042 shares; 2025Q2: 2,044 shares; 2025Q3: 2,044 shares; 2025Q4: 2,044 shares 2,044 $271K 0.01% 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: 707 shares; 2024Q4: not reported; 2025Q1: 699 shares; 2025Q2: 720 shares; 2025Q3: not reported; 2025Q4: 825 shares 825 $270K 0.01% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,752 shares; 2024Q4: 27,417 shares; 2025Q1: 13,155 shares; 2025Q2: 15,503 shares; 2025Q3: 15,832 shares; 2025Q4: 13,832 shares 13,832 $260K 0.01% -2,000 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 5,670 shares; 2025Q1: 4,182 shares; 2025Q2: 3,314 shares; 2025Q3: 2,724 shares; 2025Q4: 2,235 shares 2,235 $254K 0.01% -489 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,867 shares 1,867 $253K 0.01% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 7,559 shares; 2025Q1: 7,559 shares; 2025Q2: 7,559 shares; 2025Q3: 7,559 shares; 2025Q4: 8,010 shares 8,010 $252K 0.01% +451 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: not reported; 2024Q4: not reported; 2025Q1: 2,959 shares; 2025Q2: 3,127 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares 3,125 $251K 0.01% 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: 4,036 shares; 2024Q4: 3,835 shares; 2025Q1: 4,662 shares; 2025Q2: 2,910 shares; 2025Q3: not reported; 2025Q4: 2,304 shares 2,304 $243K 0.01% new 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: 16,949 shares; 2024Q4: 17,621 shares; 2025Q1: 17,652 shares; 2025Q2: 17,323 shares; 2025Q3: 3,823 shares; 2025Q4: 3,605 shares 3,605 $242K 0.01% -218 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,397 shares; 2025Q4: 4,397 shares 4,397 $242K 0.01% -6,000 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: 409 shares; 2025Q3: 376 shares; 2025Q4: 366 shares 366 $239K 0.01% -10 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,506 shares; 2025Q1: 2,506 shares; 2025Q2: 2,450 shares; 2025Q3: 1,963 shares; 2025Q4: 1,963 shares 1,963 $233K 0.01% 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: 3,336 shares; 2024Q4: not reported; 2025Q1: 11,169 shares; 2025Q2: 2,964 shares; 2025Q3: 3,057 shares; 2025Q4: 3,057 shares 3,057 $231K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,264 shares; 2025Q1: 2,223 shares; 2025Q2: 2,874 shares; 2025Q3: 2,700 shares; 2025Q4: 2,725 shares 2,725 $229K 0.01% +25 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: 2,869 shares; 2024Q4: not reported; 2025Q1: 2,633 shares; 2025Q2: 5,316 shares; 2025Q3: 5,316 shares; 2025Q4: 5,640 shares 5,640 $226K 0.01% +324 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: not reported; 2025Q3: not reported; 2025Q4: 2,019 shares 2,019 $226K 0.01% new Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,090 shares; 2025Q1: not reported; 2025Q2: 4,090 shares; 2025Q3: 4,090 shares; 2025Q4: 4,090 shares 4,090 $226K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares 1,755 $216K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 1,452 shares; 2025Q1: 1,351 shares; 2025Q2: 1,336 shares; 2025Q3: 1,332 shares; 2025Q4: 1,230 shares 1,230 $213K 0.01% -102 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 1,647 shares; 2025Q1: 1,647 shares; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $212K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 403 shares; 2025Q3: not reported; 2025Q4: 408 shares 408 $208K 0.01% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares 2,745 $204K 0.01% new Timeline EXFY EXPENSIFY INC More: the full row for EXPENSIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,189 shares; 2024Q4: 27,189 shares; 2025Q1: 24,102 shares; 2025Q2: 20,314 shares; 2025Q3: 20,314 shares; 2025Q4: 20,314 shares 20,314 $30.7K <0.01% 0 Timeline