AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,394,830 shares; 2024Q4: 16,567,391 shares; 2025Q1: 17,638,531 shares; 2025Q2: 17,798,426 shares; 2025Q3: 18,382,716 shares 18,382,716 $1.38B 8.38% +584,290 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,923,830 shares; 2024Q4: 9,879,819 shares; 2025Q1: 10,674,112 shares; 2025Q2: 10,928,410 shares; 2025Q3: 11,508,965 shares 11,508,965 $1.02B 6.22% +580,555 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752,312 shares; 2024Q4: 2,087,775 shares; 2025Q1: 1,449,571 shares; 2025Q2: 1,627,351 shares; 2025Q3: 2,343,933 shares 2,343,933 $769M 4.67% +716,582 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,479,153 shares; 2024Q4: 15,481,517 shares; 2025Q1: 20,818,228 shares; 2025Q2: 23,820,830 shares; 2025Q3: 25,301,765 shares 25,301,765 $769M 4.67% +1,480,935 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,514,362 shares; 2024Q4: 17,956,943 shares; 2025Q1: 16,861,316 shares; 2025Q2: 16,292,388 shares; 2025Q3: 15,995,409 shares 15,995,409 $715M 4.34% -296,979 Timeline JQUA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,120,072 shares; 2024Q4: 6,224,628 shares; 2025Q1: 7,260,893 shares; 2025Q2: 8,335,464 shares; 2025Q3: 9,209,940 shares 9,209,940 $579M 3.52% +874,476 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943,146 shares; 2024Q4: 4,577,860 shares; 2025Q1: 5,156,039 shares; 2025Q2: 6,039,099 shares; 2025Q3: 6,881,491 shares 6,881,491 $512M 3.11% +842,392 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,184,352 shares; 2024Q4: 6,840,022 shares; 2025Q1: 9,358,535 shares; 2025Q2: 13,075,978 shares; 2025Q3: 15,474,245 shares 15,474,245 $509M 3.09% +2,398,267 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,569,643 shares; 2024Q4: 8,053,126 shares; 2025Q1: 9,303,110 shares; 2025Q2: 11,680,085 shares; 2025Q3: 13,293,613 shares 13,293,613 $423M 2.57% +1,613,528 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,746,055 shares; 2024Q4: 8,280,161 shares; 2025Q1: 8,412,131 shares; 2025Q2: 8,506,601 shares; 2025Q3: 8,555,677 shares 8,555,677 $395M 2.39% +49,076 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910,043 shares; 2024Q4: 5,579,987 shares; 2025Q1: 6,050,359 shares; 2025Q2: 6,733,245 shares; 2025Q3: 7,674,779 shares 7,674,779 $380M 2.3% +941,534 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,650,538 shares; 2024Q4: 8,819,732 shares; 2025Q1: 7,562,720 shares; 2025Q2: 7,236,706 shares; 2025Q3: 7,388,731 shares 7,388,731 $285M 1.73% +152,025 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,190,562 shares; 2024Q4: 5,132,422 shares; 2025Q1: 4,878,936 shares; 2025Q2: 4,788,621 shares; 2025Q3: 4,795,579 shares 4,795,579 $279M 1.69% +6,958 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813,416 shares; 2024Q4: 2,155,097 shares; 2025Q1: 2,449,602 shares; 2025Q2: 2,794,752 shares; 2025Q3: 3,537,128 shares 3,537,128 $212M 1.29% +742,376 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,718,316 shares; 2024Q4: 4,557,152 shares; 2025Q1: 5,427,948 shares; 2025Q2: 6,656,841 shares; 2025Q3: 7,675,767 shares 7,675,767 $210M 1.27% +1,018,926 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,657,290 shares; 2024Q4: 2,308,782 shares; 2025Q1: 2,968,316 shares; 2025Q2: 3,584,232 shares; 2025Q3: 4,069,810 shares 4,069,810 $196M 1.19% +485,578 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738,210 shares; 2024Q4: 766,156 shares; 2025Q1: 653,344 shares; 2025Q2: 683,628 shares; 2025Q3: 722,747 shares 722,747 $184M 1.12% +39,119 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645,770 shares; 2024Q4: 2,155,007 shares; 2025Q1: 2,682,336 shares; 2025Q2: 3,147,124 shares; 2025Q3: 3,420,987 shares 3,420,987 $173M 1.05% +273,863 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279,691 shares; 2024Q4: 2,037,466 shares; 2025Q1: 1,772,397 shares; 2025Q2: 1,642,697 shares; 2025Q3: 1,580,037 shares 1,580,037 $165M 1% -62,660 Timeline JPIE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380,954 shares; 2024Q4: 1,921,630 shares; 2025Q1: 2,487,874 shares; 2025Q2: 3,197,643 shares; 2025Q3: 3,524,844 shares 3,524,844 $164M 0.99% +327,201 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,223 shares; 2024Q4: 325,626 shares; 2025Q1: 241,688 shares; 2025Q2: 230,486 shares; 2025Q3: 225,953 shares 225,953 $138M 0.84% -4,533 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,729 shares; 2024Q4: 182,498 shares; 2025Q1: 242,840 shares; 2025Q2: 559,912 shares; 2025Q3: 1,795,780 shares 1,795,780 $130M 0.79% +1,235,868 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,758 shares; 2025Q2: not reported; 2025Q3: 2,738,144 shares 2,738,144 $129M 0.78% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,759 shares; 2024Q4: 268,847 shares; 2025Q1: 230,223 shares; 2025Q2: 241,372 shares; 2025Q3: 244,351 shares 244,351 $127M 0.77% +2,979 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934,351 shares; 2024Q4: 1,336,233 shares; 2025Q1: 1,877,210 shares; 2025Q2: 2,337,825 shares; 2025Q3: 2,829,931 shares 2,829,931 $121M 0.73% +492,106 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,853 shares; 2024Q4: 637,420 shares; 2025Q1: 545,371 shares; 2025Q2: 482,449 shares; 2025Q3: 457,507 shares 457,507 $117M 0.71% -24,942 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,450 shares; 2024Q4: 37,644 shares; 2025Q1: 36,125 shares; 2025Q2: 241,758 shares; 2025Q3: 237,107 shares 237,107 $114M 0.69% -4,651 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,989 shares; 2024Q4: 191,370 shares; 2025Q1: 160,075 shares; 2025Q2: 162,576 shares; 2025Q3: 168,567 shares 168,567 $112M 0.68% +5,991 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,008 shares; 2024Q4: 494,941 shares; 2025Q1: 482,169 shares; 2025Q2: 558,490 shares; 2025Q3: 556,570 shares 556,570 $108M 0.66% -1,920 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181,896 shares; 2024Q4: 2,851,550 shares; 2025Q1: 2,496,182 shares; 2025Q2: 2,300,703 shares; 2025Q3: 2,376,292 shares 2,376,292 $108M 0.66% +75,589 Timeline JCPB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 303,122 shares; 2025Q1: 734,724 shares; 2025Q2: 1,872,590 shares; 2025Q3: 2,091,516 shares 2,091,516 $99.5M 0.6% +218,926 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203,009 shares; 2024Q4: 3,456,606 shares; 2025Q1: 3,269,282 shares; 2025Q2: 3,216,323 shares; 2025Q3: 3,347,967 shares 3,347,967 $97.5M 0.59% +131,644 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112,664 shares; 2024Q4: 1,112,339 shares; 2025Q1: 1,263,237 shares; 2025Q2: 1,240,436 shares; 2025Q3: 1,319,420 shares 1,319,420 $89.5M 0.54% +78,984 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,654 shares; 2024Q4: 776,404 shares; 2025Q1: 985,937 shares; 2025Q2: 1,200,126 shares; 2025Q3: 1,328,981 shares 1,328,981 $88.9M 0.54% +128,855 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019,080 shares; 2024Q4: 1,368,693 shares; 2025Q1: 1,352,824 shares; 2025Q2: 1,315,634 shares; 2025Q3: 1,280,869 shares 1,280,869 $87.7M 0.53% -34,765 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327,372 shares; 2024Q4: 2,232,372 shares; 2025Q1: 2,084,944 shares; 2025Q2: 2,035,386 shares; 2025Q3: 1,954,751 shares 1,954,751 $83.6M 0.51% -80,635 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,733 shares; 2024Q4: 602,583 shares; 2025Q1: 416,382 shares; 2025Q2: 407,287 shares; 2025Q3: 426,616 shares 426,616 $79.6M 0.48% +19,329 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108,684 shares; 2024Q4: 1,246,122 shares; 2025Q1: 1,309,625 shares; 2025Q2: 1,516,064 shares; 2025Q3: 1,561,024 shares 1,561,024 $78.2M 0.47% +44,960 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,146 shares; 2024Q4: 173,434 shares; 2025Q1: 170,287 shares; 2025Q2: 207,145 shares; 2025Q3: 417,548 shares 417,548 $77.9M 0.47% +210,403 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,071 shares; 2024Q4: 68,733 shares; 2025Q1: 226,088 shares; 2025Q2: 371,993 shares; 2025Q3: 780,288 shares 780,288 $77.7M 0.47% +408,295 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,780 shares; 2024Q4: 123,879 shares; 2025Q1: 108,067 shares; 2025Q2: 112,608 shares; 2025Q3: 114,621 shares 114,621 $76.7M 0.47% +2,013 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,078 shares; 2024Q4: 539,170 shares; 2025Q1: 380,178 shares; 2025Q2: 890,919 shares; 2025Q3: 946,924 shares 946,924 $74.7M 0.45% +56,005 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,564 shares; 2024Q4: 1,688,258 shares; 2025Q1: 1,905,538 shares; 2025Q2: 2,307,221 shares; 2025Q3: 2,863,419 shares 2,863,419 $73.6M 0.45% +556,198 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,018,021 shares 1,018,021 $68.7M 0.42% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821,637 shares; 2024Q4: 1,026,767 shares; 2025Q1: 951,454 shares; 2025Q2: 916,262 shares; 2025Q3: 946,977 shares 946,977 $68.6M 0.42% +30,715 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,387,324 shares; 2024Q4: 2,381,243 shares; 2025Q1: 2,387,293 shares; 2025Q2: 2,619,388 shares; 2025Q3: 2,577,550 shares 2,577,550 $65.9M 0.4% -41,838 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849,217 shares; 2024Q4: 2,539,021 shares; 2025Q1: 2,512,709 shares; 2025Q2: 2,472,808 shares; 2025Q3: 2,496,678 shares 2,496,678 $65.8M 0.4% +23,870 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821,619 shares; 2024Q4: 803,826 shares; 2025Q1: 779,506 shares; 2025Q2: 758,741 shares; 2025Q3: 801,574 shares 801,574 $63.7M 0.39% +42,833 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,448 shares; 2024Q4: 386,790 shares; 2025Q1: 261,507 shares; 2025Q2: 264,513 shares; 2025Q3: 299,873 shares 299,873 $62.6M 0.38% +35,360 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997,025 shares; 2024Q4: 1,064,450 shares; 2025Q1: 1,115,552 shares; 2025Q2: 1,259,980 shares; 2025Q3: 1,349,054 shares 1,349,054 $61.7M 0.37% +89,074 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175,345 shares; 2024Q4: 2,075,112 shares; 2025Q1: 1,769,143 shares; 2025Q2: 2,123,432 shares; 2025Q3: 1,868,690 shares 1,868,690 $59.1M 0.36% -254,742 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,083 shares; 2024Q4: 776,362 shares; 2025Q1: 15,708 shares; 2025Q2: 802,384 shares; 2025Q3: 791,412 shares 791,412 $58.1M 0.35% -10,972 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,254 shares; 2024Q4: 316,376 shares; 2025Q1: 237,780 shares; 2025Q2: 246,161 shares; 2025Q3: 255,800 shares 255,800 $56.2M 0.34% +9,639 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,063 shares; 2024Q4: 108,736 shares; 2025Q1: 105,053 shares; 2025Q2: 118,365 shares; 2025Q3: 119,861 shares 119,861 $56.1M 0.34% +1,496 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,105 shares; 2024Q4: 685,679 shares; 2025Q1: 482,554 shares; 2025Q2: 531,844 shares; 2025Q3: 530,640 shares 530,640 $52M 0.32% -1,204 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179,181 shares; 2024Q4: 1,045,846 shares; 2025Q1: 1,030,253 shares; 2025Q2: 1,542,490 shares; 2025Q3: 1,579,228 shares 1,579,228 $50.6M 0.31% +36,738 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,897 shares; 2024Q4: 321,048 shares; 2025Q1: 339,686 shares; 2025Q2: 349,603 shares; 2025Q3: 613,401 shares 613,401 $48.4M 0.29% +263,798 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,977 shares; 2024Q4: 21,861 shares; 2025Q1: 25,706 shares; 2025Q2: 22,160 shares; 2025Q3: 804,556 shares 804,556 $48.3M 0.29% +782,396 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,731 shares; 2024Q4: 715,971 shares; 2025Q1: 667,811 shares; 2025Q2: 659,346 shares; 2025Q3: 708,423 shares 708,423 $46.7M 0.28% +49,077 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 864,754 shares 864,754 $46.7M 0.28% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,459 shares; 2024Q4: 526,682 shares; 2025Q1: 508,108 shares; 2025Q2: 495,900 shares; 2025Q3: 499,540 shares 499,540 $46.6M 0.28% +3,640 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,507 shares; 2024Q4: 205,284 shares; 2025Q1: 200,395 shares; 2025Q2: 189,130 shares; 2025Q3: 187,917 shares 187,917 $45.5M 0.28% -1,213 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024,416 shares; 2024Q4: 1,886,204 shares; 2025Q1: 1,697,716 shares; 2025Q2: 1,567,810 shares; 2025Q3: 1,618,372 shares 1,618,372 $45.2M 0.27% +50,562 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,004 shares; 2024Q4: 161,631 shares; 2025Q1: 122,477 shares; 2025Q2: 132,302 shares; 2025Q3: 133,606 shares 133,606 $42.1M 0.26% +1,304 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549,423 shares; 2024Q4: 598,664 shares; 2025Q1: 719,657 shares; 2025Q2: 748,119 shares; 2025Q3: 766,791 shares 766,791 $39.3M 0.24% +18,672 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578,537 shares; 2024Q4: 1,991,385 shares; 2025Q1: 1,305,257 shares; 2025Q2: 1,082,085 shares; 2025Q3: 1,181,348 shares 1,181,348 $38.7M 0.24% +99,263 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525,333 shares; 2024Q4: 500,896 shares; 2025Q1: 446,184 shares; 2025Q2: 445,711 shares; 2025Q3: 433,572 shares 433,572 $38.6M 0.23% -12,139 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,527 shares; 2024Q4: 248,256 shares; 2025Q1: 198,382 shares; 2025Q2: 203,144 shares; 2025Q3: 207,717 shares 207,717 $38.5M 0.23% +4,573 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,152 shares; 2024Q4: 106,981 shares; 2025Q1: 112,711 shares; 2025Q2: 94,613 shares; 2025Q3: 257,292 shares 257,292 $37.5M 0.23% +162,679 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,644 shares; 2024Q4: 397,986 shares; 2025Q1: 416,087 shares; 2025Q2: 402,145 shares; 2025Q3: 390,953 shares 390,953 $37.2M 0.23% -11,192 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,000 shares; 2024Q4: 49,730 shares; 2025Q1: 45,690 shares; 2025Q2: 48,016 shares; 2025Q3: 48,710 shares 48,710 $37.2M 0.23% +694 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 20,613 shares; 2025Q1: 19,162 shares; 2025Q2: 647,734 shares; 2025Q3: 640,806 shares 640,806 $36.6M 0.22% -6,928 Timeline VSS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,247 shares; 2024Q4: 46,518 shares; 2025Q1: 6,800 shares; 2025Q2: 6,593 shares; 2025Q3: 251,876 shares 251,876 $35.9M 0.22% +245,283 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,397 shares; 2024Q4: 587,191 shares; 2025Q1: 519,317 shares; 2025Q2: 526,512 shares; 2025Q3: 534,170 shares 534,170 $35.4M 0.21% +7,658 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,997 shares; 2024Q4: 153,315 shares; 2025Q1: 94,507 shares; 2025Q2: 401,724 shares; 2025Q3: 396,939 shares 396,939 $32.8M 0.2% -4,785 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,829 shares; 2024Q4: 154,482 shares; 2025Q1: 123,426 shares; 2025Q2: 139,180 shares; 2025Q3: 140,408 shares 140,408 $32.5M 0.2% +1,228 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,228 shares; 2024Q4: 149,387 shares; 2025Q1: 110,552 shares; 2025Q2: 113,073 shares; 2025Q3: 128,343 shares 128,343 $31.2M 0.19% +15,270 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,002 shares; 2024Q4: 153,140 shares; 2025Q1: 120,792 shares; 2025Q2: 124,643 shares; 2025Q3: 125,900 shares 125,900 $30.7M 0.19% +1,257 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,001 shares; 2024Q4: 326,063 shares; 2025Q1: 322,066 shares; 2025Q2: 330,086 shares; 2025Q3: 324,268 shares 324,268 $30.6M 0.19% -5,818 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,408 shares; 2024Q4: 222,831 shares; 2025Q1: 117,982 shares; 2025Q2: 121,303 shares; 2025Q3: 557,485 shares 557,485 $30.2M 0.18% +436,182 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,549 shares; 2024Q4: 575,470 shares; 2025Q1: 442,864 shares; 2025Q2: 434,521 shares; 2025Q3: 419,709 shares 419,709 $30M 0.18% -14,812 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727,840 shares; 2024Q4: 704,833 shares; 2025Q1: 613,545 shares; 2025Q2: 768,958 shares; 2025Q3: 834,806 shares 834,806 $29.8M 0.18% +65,848 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,500 shares; 2024Q4: 239,806 shares; 2025Q1: 235,708 shares; 2025Q2: 252,113 shares; 2025Q3: 264,066 shares 264,066 $29.8M 0.18% +11,953 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,156 shares; 2024Q4: 323,931 shares; 2025Q1: 265,494 shares; 2025Q2: 237,123 shares; 2025Q3: 249,762 shares 249,762 $29.7M 0.18% +12,639 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,599 shares; 2024Q4: 461,167 shares; 2025Q1: 456,059 shares; 2025Q2: 454,283 shares; 2025Q3: 451,554 shares 451,554 $29.5M 0.18% -2,729 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,437 shares; 2024Q4: 62,133 shares; 2025Q1: 51,657 shares; 2025Q2: 54,272 shares; 2025Q3: 58,443 shares 58,443 $29.4M 0.18% +4,171 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,252 shares; 2024Q4: 48,109 shares; 2025Q1: 37,552 shares; 2025Q2: 39,857 shares; 2025Q3: 39,494 shares 39,494 $29M 0.18% -363 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037,148 shares; 2024Q4: 835,452 shares; 2025Q1: 547,613 shares; 2025Q2: 416,340 shares; 2025Q3: 369,404 shares 369,404 $28.9M 0.18% -46,936 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 915,589 shares; 2025Q3: 902,641 shares 902,641 $27.9M 0.17% -12,948 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,642 shares; 2024Q4: 136,661 shares; 2025Q1: 135,019 shares; 2025Q2: 134,410 shares; 2025Q3: 135,128 shares 135,128 $27.5M 0.17% +718 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 479,178 shares 479,178 $27.4M 0.17% new Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742,283 shares; 2024Q4: 716,803 shares; 2025Q1: 662,858 shares; 2025Q2: 631,767 shares; 2025Q3: 613,381 shares 613,381 $27.2M 0.16% -18,386 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,196 shares; 2024Q4: 442,787 shares; 2025Q1: 457,502 shares; 2025Q2: 700,797 shares; 2025Q3: 963,646 shares 963,646 $26.3M 0.16% +262,849 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,459 shares; 2024Q4: 67,255 shares; 2025Q1: 67,263 shares; 2025Q2: 68,030 shares; 2025Q3: 69,189 shares 69,189 $26.2M 0.16% +1,159 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,138 shares; 2024Q4: 212,841 shares; 2025Q1: 167,919 shares; 2025Q2: 173,397 shares; 2025Q3: 168,310 shares 168,310 $25.9M 0.16% -5,087 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,719 shares; 2024Q4: 10,719 shares; 2025Q1: 10,635 shares; 2025Q2: 17,916 shares; 2025Q3: 237,465 shares 237,465 $25.8M 0.16% +219,549 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,278 shares; 2024Q4: 271,843 shares; 2025Q1: 269,831 shares; 2025Q2: 266,442 shares; 2025Q3: 262,953 shares 262,953 $25.2M 0.15% -3,489 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,351 shares; 2024Q4: 38,465 shares; 2025Q1: 36,386 shares; 2025Q2: 37,248 shares; 2025Q3: 41,741 shares 41,741 $25.1M 0.15% +4,493 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,516 shares; 2024Q4: 161,179 shares; 2025Q1: 155,204 shares; 2025Q2: 154,886 shares; 2025Q3: 154,092 shares 154,092 $25M 0.15% -794 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,782 shares; 2024Q4: 261,736 shares; 2025Q1: 244,515 shares; 2025Q2: 229,502 shares; 2025Q3: 223,163 shares 223,163 $24.7M 0.15% -6,339 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,434 shares; 2024Q4: 935,587 shares; 2025Q1: 919,839 shares; 2025Q2: 898,148 shares; 2025Q3: 1,027,646 shares 1,027,646 $23.9M 0.15% +129,498 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,194 shares; 2024Q4: 678,444 shares; 2025Q1: 769,679 shares; 2025Q2: 539,377 shares; 2025Q3: 539,098 shares 539,098 $22.9M 0.14% -279 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,581 shares; 2024Q4: 23,519 shares; 2025Q1: 23,139 shares; 2025Q2: 77,082 shares; 2025Q3: 76,882 shares 76,882 $22.9M 0.14% -200 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,124 shares; 2024Q4: 744,024 shares; 2025Q1: 737,053 shares; 2025Q2: 724,647 shares; 2025Q3: 717,063 shares 717,063 $22.9M 0.14% -7,584 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,234 shares; 2024Q4: 85,487 shares; 2025Q1: 77,033 shares; 2025Q2: 77,221 shares; 2025Q3: 79,454 shares 79,454 $22.3M 0.14% +2,233 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,187 shares; 2024Q4: 257,145 shares; 2025Q1: 212,969 shares; 2025Q2: 208,962 shares; 2025Q3: 214,153 shares 214,153 $22.1M 0.13% +5,191 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170,853 shares; 2024Q4: 916,608 shares; 2025Q1: 615,686 shares; 2025Q2: 459,558 shares; 2025Q3: 385,751 shares 385,751 $22.1M 0.13% -73,807 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,685 shares; 2024Q4: 61,081 shares; 2025Q1: 44,864 shares; 2025Q2: 47,711 shares; 2025Q3: 46,092 shares 46,092 $22M 0.13% -1,619 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,586 shares; 2024Q4: 47,065 shares; 2025Q1: 46,899 shares; 2025Q2: 59,722 shares; 2025Q3: 60,124 shares 60,124 $22M 0.13% +402 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,531 shares; 2024Q4: 170,231 shares; 2025Q1: 159,820 shares; 2025Q2: 157,026 shares; 2025Q3: 159,372 shares 159,372 $22M 0.13% +2,346 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,159 shares; 2024Q4: 414,229 shares; 2025Q1: 398,048 shares; 2025Q2: 393,333 shares; 2025Q3: 493,170 shares 493,170 $21.2M 0.13% +99,837 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,204 shares; 2024Q4: 40,572 shares; 2025Q1: 37,975 shares; 2025Q2: 39,257 shares; 2025Q3: 47,533 shares 47,533 $21.1M 0.13% +8,276 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,567 shares; 2024Q4: 64,126 shares; 2025Q1: 56,496 shares; 2025Q2: 58,064 shares; 2025Q3: 63,482 shares 63,482 $20.9M 0.13% +5,418 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,915 shares; 2024Q4: 679,361 shares; 2025Q1: 682,842 shares; 2025Q2: 676,178 shares; 2025Q3: 666,118 shares 666,118 $20.9M 0.13% -10,060 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,614 shares; 2024Q4: 61,968 shares; 2025Q1: 48,492 shares; 2025Q2: 50,107 shares; 2025Q3: 51,578 shares 51,578 $20.9M 0.13% +1,471 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,072 shares; 2024Q4: 208,615 shares; 2025Q1: 189,722 shares; 2025Q2: 193,747 shares; 2025Q3: 235,529 shares 235,529 $20.6M 0.12% +41,782 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,962 shares; 2024Q4: 54,702 shares; 2025Q1: 53,307 shares; 2025Q2: 48,992 shares; 2025Q3: 50,748 shares 50,748 $20.4M 0.12% +1,756 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,248 shares; 2024Q4: 228,380 shares; 2025Q1: 210,191 shares; 2025Q2: 214,930 shares; 2025Q3: 210,558 shares 210,558 $20M 0.12% -4,372 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,373 shares; 2024Q4: 93,502 shares; 2025Q1: 32,159 shares; 2025Q2: 34,242 shares; 2025Q3: 78,433 shares 78,433 $19.9M 0.12% +44,191 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122,542 shares; 2025Q1: 282,451 shares; 2025Q2: 298,810 shares; 2025Q3: 384,517 shares 384,517 $19.5M 0.12% +85,707 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 891,825 shares; 2025Q1: 956,012 shares; 2025Q2: 834,133 shares; 2025Q3: 828,800 shares 828,800 $19.2M 0.12% -5,333 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 15,146 shares; 2025Q1: 67,828 shares; 2025Q2: 114,269 shares; 2025Q3: 184,968 shares 184,968 $18.6M 0.11% +70,699 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,816 shares; 2024Q4: 213,085 shares; 2025Q1: 182,184 shares; 2025Q2: 193,959 shares; 2025Q3: 242,604 shares 242,604 $18.6M 0.11% +48,645 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,325 shares; 2024Q4: 123,035 shares; 2025Q1: 124,157 shares; 2025Q2: 151,857 shares; 2025Q3: 150,164 shares 150,164 $18.1M 0.11% -1,693 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 260,221 shares; 2025Q1: 293,254 shares; 2025Q2: 415,990 shares; 2025Q3: 408,224 shares 408,224 $18M 0.11% -7,766 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,199 shares; 2024Q4: 87,544 shares; 2025Q1: 84,945 shares; 2025Q2: 86,265 shares; 2025Q3: 85,416 shares 85,416 $17.6M 0.11% -849 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,979 shares; 2024Q4: 185,442 shares; 2025Q1: 165,779 shares; 2025Q2: 144,303 shares; 2025Q3: 156,724 shares 156,724 $17.3M 0.11% +12,421 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,264 shares; 2024Q4: 117,187 shares; 2025Q1: 106,431 shares; 2025Q2: 111,558 shares; 2025Q3: 125,169 shares 125,169 $16.8M 0.1% +13,611 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,771 shares; 2024Q4: 141,063 shares; 2025Q1: 130,716 shares; 2025Q2: 130,369 shares; 2025Q3: 126,226 shares 126,226 $16.7M 0.1% -4,143 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,823 shares; 2024Q4: 72,460 shares; 2025Q1: 54,983 shares; 2025Q2: 63,242 shares; 2025Q3: 64,486 shares 64,486 $16.3M 0.1% +1,244 Timeline PDP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,665 shares; 2024Q4: 155,049 shares; 2025Q1: 147,604 shares; 2025Q2: 139,675 shares; 2025Q3: 138,040 shares 138,040 $16.3M 0.1% -1,635 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,204 shares; 2024Q4: 123,002 shares; 2025Q1: 80,281 shares; 2025Q2: 85,042 shares; 2025Q3: 95,880 shares 95,880 $16M 0.1% +10,838 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,864 shares; 2024Q4: 50,104 shares; 2025Q1: 46,738 shares; 2025Q2: 49,073 shares; 2025Q3: 49,897 shares 49,897 $15.2M 0.09% +824 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,061 shares; 2024Q4: 105,052 shares; 2025Q1: 88,846 shares; 2025Q2: 85,275 shares; 2025Q3: 84,815 shares 84,815 $15M 0.09% -460 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,606 shares; 2024Q4: 114,727 shares; 2025Q1: 103,861 shares; 2025Q2: 92,147 shares; 2025Q3: 149,460 shares 149,460 $14.9M 0.09% +57,313 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,874 shares; 2024Q4: 508,035 shares; 2025Q1: 497,632 shares; 2025Q2: 486,504 shares; 2025Q3: 489,341 shares 489,341 $14.5M 0.09% +2,837 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,830 shares; 2024Q4: 248,195 shares; 2025Q1: 262,765 shares; 2025Q2: 289,896 shares; 2025Q3: 297,968 shares 297,968 $14.3M 0.09% +8,072 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,284 shares; 2024Q4: 603,311 shares; 2025Q1: 573,540 shares; 2025Q2: 545,887 shares; 2025Q3: 526,637 shares 526,637 $14.2M 0.09% -19,250 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,333 shares; 2024Q4: 44,038 shares; 2025Q1: 35,851 shares; 2025Q2: 38,680 shares; 2025Q3: 40,781 shares 40,781 $13.9M 0.08% +2,101 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,451 shares; 2024Q4: 75,844 shares; 2025Q1: 69,200 shares; 2025Q2: 354,656 shares; 2025Q3: 345,581 shares 345,581 $13.9M 0.08% -9,075 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,150 shares; 2024Q4: 411,317 shares; 2025Q1: 429,327 shares; 2025Q2: 445,745 shares; 2025Q3: 524,440 shares 524,440 $13.3M 0.08% +78,695 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261,967 shares; 2024Q4: 1,012,187 shares; 2025Q1: 698,957 shares; 2025Q2: 599,450 shares; 2025Q3: 553,868 shares 553,868 $13.2M 0.08% -45,582 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788,091 shares; 2024Q4: 624,013 shares; 2025Q1: 425,739 shares; 2025Q2: 319,561 shares; 2025Q3: 276,831 shares 276,831 $12.8M 0.08% -42,730 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,638 shares; 2024Q4: 201,676 shares; 2025Q1: 182,930 shares; 2025Q2: 188,720 shares; 2025Q3: 185,283 shares 185,283 $12.7M 0.08% -3,437 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,084 shares; 2024Q4: 95,245 shares; 2025Q1: 66,121 shares; 2025Q2: 67,514 shares; 2025Q3: 79,401 shares 79,401 $12.3M 0.07% +11,887 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,428 shares; 2024Q4: 25,217 shares; 2025Q1: 20,316 shares; 2025Q2: 20,339 shares; 2025Q3: 20,502 shares 20,502 $12.2M 0.07% +163 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,919 shares; 2024Q4: 381,582 shares; 2025Q1: 221,758 shares; 2025Q2: 230,808 shares; 2025Q3: 233,821 shares 233,821 $12.1M 0.07% +3,013 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,077 shares; 2024Q4: 86,896 shares; 2025Q1: 85,552 shares; 2025Q2: 84,435 shares; 2025Q3: 84,710 shares 84,710 $11.9M 0.07% +275 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,608 shares; 2024Q4: 14,009 shares; 2025Q1: 10,888 shares; 2025Q2: 11,545 shares; 2025Q3: 12,615 shares 12,615 $11.7M 0.07% +1,070 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,520 shares; 2024Q4: 101,059 shares; 2025Q1: 85,352 shares; 2025Q2: 72,730 shares; 2025Q3: 69,994 shares 69,994 $11.5M 0.07% -2,736 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,038 shares; 2024Q4: 56,333 shares; 2025Q1: 35,364 shares; 2025Q2: 38,472 shares; 2025Q3: 40,720 shares 40,720 $11.5M 0.07% +2,248 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,483 shares; 2024Q4: 84,955 shares; 2025Q1: 79,964 shares; 2025Q2: 81,302 shares; 2025Q3: 80,843 shares 80,843 $11.4M 0.07% -459 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,825 shares; 2024Q4: 258,633 shares; 2025Q1: 229,662 shares; 2025Q2: 212,691 shares; 2025Q3: 197,678 shares 197,678 $11M 0.07% -15,013 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,555 shares; 2024Q4: 38,928 shares; 2025Q1: 36,752 shares; 2025Q2: 36,601 shares; 2025Q3: 37,488 shares 37,488 $11M 0.07% +887 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,735 shares; 2024Q4: 48,888 shares; 2025Q1: 46,123 shares; 2025Q2: 47,890 shares; 2025Q3: 50,927 shares 50,927 $11M 0.07% +3,037 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,902 shares; 2025Q3: 391,204 shares 391,204 $10.8M 0.07% +378,302 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,451 shares; 2024Q4: 78,250 shares; 2025Q1: 75,864 shares; 2025Q2: 76,109 shares; 2025Q3: 77,533 shares 77,533 $10.8M 0.07% +1,424 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,410 shares; 2024Q4: 118,411 shares; 2025Q1: 322,999 shares; 2025Q2: 463,446 shares; 2025Q3: 453,304 shares 453,304 $10.6M 0.06% -10,142 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,871 shares; 2024Q4: 11,903 shares; 2025Q1: 8,167 shares; 2025Q2: 8,697 shares; 2025Q3: 8,792 shares 8,792 $10.5M 0.06% +95 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,607 shares; 2024Q4: 116,282 shares; 2025Q1: 106,572 shares; 2025Q2: 97,637 shares; 2025Q3: 95,168 shares 95,168 $10.5M 0.06% -2,469 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,813 shares; 2024Q4: 210,376 shares; 2025Q1: 195,728 shares; 2025Q2: 172,167 shares; 2025Q3: 153,186 shares 153,186 $10.4M 0.06% -18,981 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,568 shares; 2024Q4: 20,756 shares; 2025Q1: 17,674 shares; 2025Q2: 19,301 shares; 2025Q3: 18,331 shares 18,331 $10.4M 0.06% -970 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,480 shares; 2024Q4: 202,734 shares; 2025Q1: 197,215 shares; 2025Q2: 187,418 shares; 2025Q3: 182,135 shares 182,135 $10.1M 0.06% -5,283 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,089 shares; 2024Q4: 82,114 shares; 2025Q1: 41,864 shares; 2025Q2: 41,450 shares; 2025Q3: 40,720 shares 40,720 $10M 0.06% -730 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,611 shares; 2024Q4: 74,518 shares; 2025Q1: 21,961 shares; 2025Q2: 22,970 shares; 2025Q3: 63,417 shares 63,417 $9.84M 0.06% +40,447 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,980 shares; 2024Q4: 86,774 shares; 2025Q1: 80,446 shares; 2025Q2: 75,817 shares; 2025Q3: 75,228 shares 75,228 $9.8M 0.06% -589 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,827 shares; 2025Q2: 40,491 shares; 2025Q3: 94,131 shares 94,131 $9.59M 0.06% +53,640 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,647 shares; 2024Q4: 306,896 shares; 2025Q1: 210,837 shares; 2025Q2: 201,860 shares; 2025Q3: 304,075 shares 304,075 $9.47M 0.06% +102,215 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,956 shares; 2024Q4: 21,866 shares; 2025Q1: 19,795 shares; 2025Q2: 19,078 shares; 2025Q3: 27,097 shares 27,097 $9.36M 0.06% +8,019 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,940 shares; 2024Q4: 31,238 shares; 2025Q1: 22,683 shares; 2025Q2: 22,741 shares; 2025Q3: 26,306 shares 26,306 $9.35M 0.06% +3,565 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,003 shares; 2025Q2: 118,898 shares; 2025Q3: 183,944 shares 183,944 $9.28M 0.06% +65,046 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,896 shares; 2024Q4: 21,691 shares; 2025Q1: 21,305 shares; 2025Q2: 20,949 shares; 2025Q3: 20,971 shares 20,971 $9.13M 0.06% +22 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,953 shares; 2024Q4: 224,478 shares; 2025Q1: 217,434 shares; 2025Q2: 183,769 shares; 2025Q3: 175,244 shares 175,244 $8.89M 0.05% -8,525 Timeline LCR MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 367,970 shares; 2025Q2: 281,509 shares; 2025Q3: 231,333 shares 231,333 $8.79M 0.05% -50,176 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,221 shares; 2024Q4: 144,499 shares; 2025Q1: 131,643 shares; 2025Q2: 131,262 shares; 2025Q3: 131,439 shares 131,439 $8.75M 0.05% +177 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,163 shares; 2024Q4: 41,319 shares; 2025Q1: 24,170 shares; 2025Q2: 25,233 shares; 2025Q3: 26,043 shares 26,043 $8.65M 0.05% +810 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,736 shares; 2024Q4: 309,697 shares; 2025Q1: 282,167 shares; 2025Q2: 303,703 shares; 2025Q3: 304,459 shares 304,459 $8.6M 0.05% +756 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,314 shares; 2025Q3: 124,901 shares 124,901 $8.48M 0.05% -413 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 11 shares 11 $8.3M 0.05% +2 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,719 shares; 2024Q4: 18,403 shares; 2025Q1: 10,237 shares; 2025Q2: 10,651 shares; 2025Q3: 10,563 shares 10,563 $8.16M 0.05% -88 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,345 shares; 2024Q4: 95,921 shares; 2025Q1: 91,328 shares; 2025Q2: 89,225 shares; 2025Q3: 85,468 shares 85,468 $8.13M 0.05% -3,757 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,093 shares; 2024Q4: 165,657 shares; 2025Q1: 156,518 shares; 2025Q2: 152,783 shares; 2025Q3: 242,941 shares 242,941 $8.11M 0.05% +90,158 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,828 shares; 2024Q4: 39,521 shares; 2025Q1: 41,545 shares; 2025Q2: 42,201 shares; 2025Q3: 40,661 shares 40,661 $8.06M 0.05% -1,540 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,692 shares; 2024Q4: 95,767 shares; 2025Q1: 88,403 shares; 2025Q2: 91,959 shares; 2025Q3: 95,782 shares 95,782 $8.03M 0.05% +3,823 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,436 shares; 2024Q4: 361,490 shares; 2025Q1: 347,964 shares; 2025Q2: 324,227 shares; 2025Q3: 308,672 shares 308,672 $7.98M 0.05% -15,555 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,239 shares; 2024Q4: 84,633 shares; 2025Q1: 80,686 shares; 2025Q2: 80,306 shares; 2025Q3: 82,073 shares 82,073 $7.92M 0.05% +1,767 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,350 shares; 2024Q4: 87,282 shares; 2025Q1: 72,757 shares; 2025Q2: 62,139 shares; 2025Q3: 73,124 shares 73,124 $7.79M 0.05% +10,985 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,347 shares; 2024Q4: 5,119 shares; 2025Q1: 4,079 shares; 2025Q2: 5,687 shares; 2025Q3: 98,543 shares 98,543 $7.7M 0.05% +92,856 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,978 shares; 2024Q4: 40,029 shares; 2025Q1: 39,431 shares; 2025Q2: 38,147 shares; 2025Q3: 38,097 shares 38,097 $7.6M 0.05% -50 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,447 shares; 2024Q4: 51,022 shares; 2025Q1: 50,484 shares; 2025Q2: 48,230 shares; 2025Q3: 48,128 shares 48,128 $7.5M 0.05% -102 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,950 shares; 2024Q4: 10,715 shares; 2025Q1: 10,795 shares; 2025Q2: 11,827 shares; 2025Q3: 24,299 shares 24,299 $7.48M 0.05% +12,472 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 379,371 shares; 2025Q1: 376,306 shares; 2025Q2: 376,551 shares; 2025Q3: 375,801 shares 375,801 $7.44M 0.05% -750 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,730 shares; 2024Q4: 83,734 shares; 2025Q1: 58,537 shares; 2025Q2: 58,288 shares; 2025Q3: 59,966 shares 59,966 $7.42M 0.05% +1,678 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,204 shares; 2024Q4: 127,896 shares; 2025Q1: 94,477 shares; 2025Q2: 97,519 shares; 2025Q3: 98,146 shares 98,146 $7.41M 0.04% +627 Timeline MEAR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 192,150 shares; 2025Q1: 160,898 shares; 2025Q2: 126,382 shares; 2025Q3: 146,595 shares 146,595 $7.4M 0.04% +20,213 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,828 shares; 2024Q4: 25,000 shares; 2025Q1: 24,691 shares; 2025Q2: 23,156 shares; 2025Q3: 23,001 shares 23,001 $7.36M 0.04% -155 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,434 shares; 2024Q4: 78,297 shares; 2025Q1: 37,800 shares; 2025Q2: 36,432 shares; 2025Q3: 34,767 shares 34,767 $7.28M 0.04% -1,665 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,616 shares; 2024Q4: 59,533 shares; 2025Q1: 27,994 shares; 2025Q2: 27,927 shares; 2025Q3: 27,795 shares 27,795 $7.24M 0.04% -132 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 146,951 shares; 2025Q1: 144,073 shares; 2025Q2: 144,105 shares; 2025Q3: 141,593 shares 141,593 $7.19M 0.04% -2,512 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,158 shares; 2024Q4: 153,509 shares; 2025Q1: 78,429 shares; 2025Q2: 82,241 shares; 2025Q3: 83,488 shares 83,488 $7.01M 0.04% +1,247 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,720 shares; 2024Q4: 25,047 shares; 2025Q1: 23,588 shares; 2025Q2: 23,089 shares; 2025Q3: 22,951 shares 22,951 $6.94M 0.04% -138 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,514 shares; 2024Q4: 39,316 shares; 2025Q1: 20,059 shares; 2025Q2: 22,272 shares; 2025Q3: 22,871 shares 22,871 $6.88M 0.04% +599 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,954 shares; 2024Q4: 65,140 shares; 2025Q1: 53,169 shares; 2025Q2: 55,872 shares; 2025Q3: 59,954 shares 59,954 $6.86M 0.04% +4,082 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,000 shares; 2024Q4: 74,341 shares; 2025Q1: 56,045 shares; 2025Q2: 57,093 shares; 2025Q3: 53,126 shares 53,126 $6.85M 0.04% -3,967 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,927 shares; 2024Q4: 3,854 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,787 shares 63,787 $6.81M 0.04% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,357 shares; 2024Q4: 220,276 shares; 2025Q1: 185,000 shares; 2025Q2: 175,224 shares; 2025Q3: 184,585 shares 184,585 $6.67M 0.04% +9,361 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,120 shares; 2024Q4: 84,870 shares; 2025Q1: 80,105 shares; 2025Q2: 79,307 shares; 2025Q3: 82,446 shares 82,446 $6.65M 0.04% +3,139 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,555 shares; 2024Q4: 16,697 shares; 2025Q1: 12,069 shares; 2025Q2: 20,087 shares; 2025Q3: 23,522 shares 23,522 $6.57M 0.04% +3,435 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,789 shares; 2024Q4: 152,096 shares; 2025Q1: 149,450 shares; 2025Q2: 145,022 shares; 2025Q3: 138,802 shares 138,802 $6.5M 0.04% -6,220 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,922 shares; 2024Q4: 14,202 shares; 2025Q1: 14,015 shares; 2025Q2: 14,375 shares; 2025Q3: 14,062 shares 14,062 $6.43M 0.04% -313 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,408 shares; 2024Q4: 68,787 shares; 2025Q1: 68,152 shares; 2025Q2: 65,964 shares; 2025Q3: 70,233 shares 70,233 $6.28M 0.04% +4,269 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,268 shares; 2024Q4: 173,785 shares; 2025Q1: 178,321 shares; 2025Q2: 134,170 shares; 2025Q3: 123,569 shares 123,569 $6.27M 0.04% -10,601 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,616 shares; 2024Q4: 41,444 shares; 2025Q1: 28,049 shares; 2025Q2: 26,312 shares; 2025Q3: 26,186 shares 26,186 $6.19M 0.04% -126 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,789 shares; 2025Q1: 72,787 shares; 2025Q2: 72,869 shares; 2025Q3: 72,733 shares 72,733 $6.15M 0.04% -136 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,368 shares; 2024Q4: 28,169 shares; 2025Q1: 21,035 shares; 2025Q2: 21,883 shares; 2025Q3: 21,726 shares 21,726 $6.13M 0.04% -157 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,576 shares; 2024Q4: 32,109 shares; 2025Q1: 26,660 shares; 2025Q2: 27,142 shares; 2025Q3: 26,691 shares 26,691 $6.13M 0.04% -451 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,632 shares; 2024Q4: 37,404 shares; 2025Q1: 31,071 shares; 2025Q2: 35,487 shares; 2025Q3: 36,969 shares 36,969 $5.88M 0.04% +1,482 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,718 shares; 2024Q4: 171,775 shares; 2025Q1: 152,138 shares; 2025Q2: 134,571 shares; 2025Q3: 130,087 shares 130,087 $5.86M 0.04% -4,484 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,665 shares; 2024Q4: 47,813 shares; 2025Q1: 27,446 shares; 2025Q2: 35,700 shares; 2025Q3: 35,412 shares 35,412 $5.74M 0.03% -288 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 328,291 shares 328,291 $5.72M 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,218 shares; 2024Q4: 7,513 shares; 2025Q1: 6,487 shares; 2025Q2: 7,173 shares; 2025Q3: 7,174 shares 7,174 $5.71M 0.03% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,630 shares; 2024Q4: 30,676 shares; 2025Q1: 33,535 shares; 2025Q2: 33,524 shares; 2025Q3: 34,993 shares 34,993 $5.66M 0.03% +1,469 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,594 shares; 2024Q4: 11,191 shares; 2025Q1: 17,868 shares; 2025Q2: 19,353 shares; 2025Q3: 19,256 shares 19,256 $5.65M 0.03% -97 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,642 shares; 2025Q1: 37,587 shares; 2025Q2: 38,472 shares; 2025Q3: 38,745 shares 38,745 $5.65M 0.03% +273 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,871 shares; 2025Q2: 85,533 shares; 2025Q3: 86,169 shares 86,169 $5.58M 0.03% +636 Timeline JMOM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,672 shares; 2024Q4: 96,630 shares; 2025Q1: 86,232 shares; 2025Q2: 82,951 shares; 2025Q3: 81,724 shares 81,724 $5.55M 0.03% -1,227 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,758 shares; 2024Q4: 28,464 shares; 2025Q1: 28,359 shares; 2025Q2: 66,333 shares; 2025Q3: 67,327 shares 67,327 $5.46M 0.03% +994 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,540 shares; 2024Q4: 45,911 shares; 2025Q1: 26,824 shares; 2025Q2: 27,435 shares; 2025Q3: 27,978 shares 27,978 $5.39M 0.03% +543 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,385 shares; 2024Q4: 49,406 shares; 2025Q1: 43,695 shares; 2025Q2: 48,280 shares; 2025Q3: 53,449 shares 53,449 $5.36M 0.03% +5,169 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,173 shares; 2024Q4: 39,379 shares; 2025Q1: 37,599 shares; 2025Q2: 43,320 shares; 2025Q3: 44,260 shares 44,260 $5.33M 0.03% +940 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,823 shares; 2024Q4: 190,061 shares; 2025Q1: 161,837 shares; 2025Q2: 161,592 shares; 2025Q3: 169,549 shares 169,549 $5.3M 0.03% +7,957 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,802 shares; 2024Q4: 19,280 shares; 2025Q1: 17,879 shares; 2025Q2: 18,086 shares; 2025Q3: 18,249 shares 18,249 $5.14M 0.03% +163 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,030 shares; 2024Q4: 94,410 shares; 2025Q1: 92,801 shares; 2025Q2: 93,407 shares; 2025Q3: 96,213 shares 96,213 $5.14M 0.03% +2,806 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,991 shares; 2024Q4: 120,274 shares; 2025Q1: 123,417 shares; 2025Q2: 126,792 shares; 2025Q3: 124,129 shares 124,129 $5.1M 0.03% -2,663 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,173 shares; 2024Q4: 17,144 shares; 2025Q1: 17,156 shares; 2025Q2: 15,009 shares; 2025Q3: 63,690 shares 63,690 $5.09M 0.03% +48,681 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,468 shares; 2024Q4: 55,488 shares; 2025Q1: 54,276 shares; 2025Q2: 53,089 shares; 2025Q3: 54,703 shares 54,703 $5.09M 0.03% +1,614 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,939 shares; 2024Q4: 33,666 shares; 2025Q1: 20,646 shares; 2025Q2: 20,119 shares; 2025Q3: 104,860 shares 104,860 $5.03M 0.03% +84,741 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,118 shares; 2024Q4: 48,822 shares; 2025Q1: 17,496 shares; 2025Q2: 18,259 shares; 2025Q3: 18,427 shares 18,427 $4.98M 0.03% +168 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,937 shares; 2024Q4: 35,531 shares; 2025Q1: 35,500 shares; 2025Q2: 35,029 shares; 2025Q3: 34,944 shares 34,944 $4.98M 0.03% -85 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,872 shares; 2024Q4: 321,127 shares; 2025Q1: 309,344 shares; 2025Q2: 270,772 shares; 2025Q3: 203,703 shares 203,703 $4.97M 0.03% -67,069 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,651 shares; 2024Q4: 34,201 shares; 2025Q1: 17,927 shares; 2025Q2: 20,868 shares; 2025Q3: 22,745 shares 22,745 $4.79M 0.03% +1,877 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,271 shares; 2024Q4: 28,385 shares; 2025Q1: 16,779 shares; 2025Q2: 17,680 shares; 2025Q3: 36,954 shares 36,954 $4.76M 0.03% +19,274 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,180 shares; 2024Q4: 205,413 shares; 2025Q1: 209,796 shares; 2025Q2: 201,748 shares; 2025Q3: 200,704 shares 200,704 $4.73M 0.03% -1,044 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,266 shares; 2024Q4: 84,993 shares; 2025Q1: 84,997 shares; 2025Q2: 84,934 shares; 2025Q3: 84,968 shares 84,968 $4.69M 0.03% +34 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,341 shares; 2024Q4: 19,168 shares; 2025Q1: 16,475 shares; 2025Q2: 17,658 shares; 2025Q3: 18,537 shares 18,537 $4.66M 0.03% +879 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,741 shares; 2025Q3: 139,060 shares 139,060 $4.65M 0.03% +25,319 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,341 shares; 2025Q1: 3,493 shares; 2025Q2: 3,739 shares; 2025Q3: 3,933 shares 3,933 $4.58M 0.03% +194 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,085 shares; 2024Q4: 42,484 shares; 2025Q1: 41,301 shares; 2025Q2: 42,868 shares; 2025Q3: 49,724 shares 49,724 $4.55M 0.03% +6,856 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 8,768 shares; 2025Q1: 7,671 shares; 2025Q2: 20,185 shares; 2025Q3: 21,242 shares 21,242 $4.52M 0.03% +1,057 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,668 shares; 2024Q4: 16,872 shares; 2025Q1: 15,547 shares; 2025Q2: 16,201 shares; 2025Q3: 15,369 shares 15,369 $4.52M 0.03% -832 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,206 shares; 2024Q4: 47,405 shares; 2025Q1: 42,544 shares; 2025Q2: 47,351 shares; 2025Q3: 47,678 shares 47,678 $4.51M 0.03% +327 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,490 shares; 2024Q4: 234,529 shares; 2025Q1: 162,725 shares; 2025Q2: 158,700 shares; 2025Q3: 173,795 shares 173,795 $4.43M 0.03% +15,095 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 4,582 shares; 2025Q1: 5,047 shares; 2025Q2: 6,062 shares; 2025Q3: 5,928 shares 5,928 $4.43M 0.03% -134 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,173 shares; 2024Q4: 88,369 shares; 2025Q1: 87,587 shares; 2025Q2: 98,947 shares; 2025Q3: 101,196 shares 101,196 $4.39M 0.03% +2,249 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,029 shares; 2024Q4: 179,800 shares; 2025Q1: 26,867 shares; 2025Q2: 28,555 shares; 2025Q3: 19,782 shares 19,782 $4.37M 0.03% -8,773 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,789 shares; 2024Q4: 128,492 shares; 2025Q1: 126,386 shares; 2025Q2: 125,951 shares; 2025Q3: 123,298 shares 123,298 $4.31M 0.03% -2,653 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,743 shares; 2024Q4: 65,509 shares; 2025Q1: 60,703 shares; 2025Q2: 79,095 shares; 2025Q3: 136,528 shares 136,528 $4.3M 0.03% +57,433 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 9,075 shares; 2025Q1: 9,183 shares; 2025Q2: 9,133 shares; 2025Q3: 9,222 shares 9,222 $4.22M 0.03% +89 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,623 shares; 2024Q4: 104,107 shares; 2025Q1: 55,606 shares; 2025Q2: 63,599 shares; 2025Q3: 63,465 shares 63,465 $4.19M 0.03% -134 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,243 shares; 2024Q4: 5,942 shares; 2025Q1: 5,205 shares; 2025Q2: 6,309 shares; 2025Q3: 6,836 shares 6,836 $4.17M 0.03% +527 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,032 shares; 2024Q4: 62,511 shares; 2025Q1: 60,812 shares; 2025Q2: 60,735 shares; 2025Q3: 94,538 shares 94,538 $4.14M 0.03% +33,803 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,387 shares; 2024Q4: 12,823 shares; 2025Q1: 12,405 shares; 2025Q2: 13,201 shares; 2025Q3: 12,537 shares 12,537 $4.13M 0.03% -664 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,810 shares; 2024Q4: 10,995 shares; 2025Q1: 11,364 shares; 2025Q2: 11,458 shares; 2025Q3: 11,559 shares 11,559 $4.12M 0.03% +101 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,244 shares; 2024Q4: 92,256 shares; 2025Q1: 73,537 shares; 2025Q2: 89,859 shares; 2025Q3: 92,345 shares 92,345 $4.06M 0.02% +2,486 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,100 shares; 2024Q4: 22,729 shares; 2025Q1: 18,265 shares; 2025Q2: 18,808 shares; 2025Q3: 18,803 shares 18,803 $4.06M 0.02% -5 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,655 shares; 2024Q4: 21,949 shares; 2025Q1: 17,129 shares; 2025Q2: 16,818 shares; 2025Q3: 17,140 shares 17,140 $4.04M 0.02% +322 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,724 shares; 2024Q4: 23,699 shares; 2025Q1: 20,366 shares; 2025Q2: 22,062 shares; 2025Q3: 22,950 shares 22,950 $4.01M 0.02% +888 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,433 shares; 2024Q4: 3,710 shares; 2025Q1: 5,373 shares; 2025Q2: 5,330 shares; 2025Q3: 5,272 shares 5,272 $4M 0.02% -58 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,114 shares; 2024Q4: 12,211 shares; 2025Q1: 11,772 shares; 2025Q2: 13,226 shares; 2025Q3: 14,307 shares 14,307 $3.99M 0.02% +1,081 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 6,772 shares; 2025Q1: 6,074 shares; 2025Q2: 7,302 shares; 2025Q3: 8,286 shares 8,286 $3.94M 0.02% +984 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,983 shares; 2024Q4: 32,282 shares; 2025Q1: 19,615 shares; 2025Q2: 23,257 shares; 2025Q3: 27,080 shares 27,080 $3.91M 0.02% +3,823 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,162 shares; 2024Q4: 20,236 shares; 2025Q1: 18,803 shares; 2025Q2: 19,473 shares; 2025Q3: 19,068 shares 19,068 $3.9M 0.02% -405 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,269 shares; 2024Q4: 43,183 shares; 2025Q1: 42,730 shares; 2025Q2: 41,435 shares; 2025Q3: 38,436 shares 38,436 $3.87M 0.02% -2,999 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 10,044 shares; 2025Q1: 15,217 shares; 2025Q2: 15,237 shares; 2025Q3: 15,238 shares 15,238 $3.87M 0.02% +1 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,279 shares; 2024Q4: 9,910 shares; 2025Q1: 7,183 shares; 2025Q2: 8,182 shares; 2025Q3: 7,515 shares 7,515 $3.75M 0.02% -667 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,471 shares; 2024Q4: 74,707 shares; 2025Q1: 29,678 shares; 2025Q2: 29,803 shares; 2025Q3: 29,713 shares 29,713 $3.72M 0.02% -90 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,299 shares; 2024Q4: 25,716 shares; 2025Q1: 24,975 shares; 2025Q2: 24,548 shares; 2025Q3: 25,499 shares 25,499 $3.71M 0.02% +951 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,187 shares; 2024Q4: 24,422 shares; 2025Q1: 18,949 shares; 2025Q2: 22,402 shares; 2025Q3: 22,269 shares 22,269 $3.7M 0.02% -133 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,851 shares; 2024Q4: 23,951 shares; 2025Q1: 25,838 shares; 2025Q2: 23,468 shares; 2025Q3: 82,866 shares 82,866 $3.69M 0.02% +59,398 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,480 shares; 2024Q4: 19,405 shares; 2025Q1: not reported; 2025Q2: 56,404 shares; 2025Q3: 55,395 shares 55,395 $3.6M 0.02% -1,009 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,266 shares; 2024Q4: 25,818 shares; 2025Q1: 19,807 shares; 2025Q2: 19,431 shares; 2025Q3: 19,409 shares 19,409 $3.57M 0.02% -22 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 15,327 shares; 2025Q1: 13,322 shares; 2025Q2: 14,129 shares; 2025Q3: 15,035 shares 15,035 $3.56M 0.02% +906 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,489 shares; 2024Q4: 36,283 shares; 2025Q1: 35,401 shares; 2025Q2: 34,123 shares; 2025Q3: 33,446 shares 33,446 $3.51M 0.02% -677 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,790 shares; 2025Q1: 19,574 shares; 2025Q2: 25,660 shares; 2025Q3: 26,068 shares 26,068 $3.49M 0.02% +408 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,963 shares; 2024Q4: 7,442 shares; 2025Q1: 7,458 shares; 2025Q2: 7,799 shares; 2025Q3: 7,483 shares 7,483 $3.47M 0.02% -316 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,636 shares; 2024Q4: 139,852 shares; 2025Q1: 128,205 shares; 2025Q2: 119,153 shares; 2025Q3: 91,120 shares 91,120 $3.44M 0.02% -28,033 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,808 shares; 2024Q4: 7,825 shares; 2025Q1: 6,749 shares; 2025Q2: 6,563 shares; 2025Q3: 7,072 shares 7,072 $3.43M 0.02% +509 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,079 shares; 2024Q4: 108,645 shares; 2025Q1: 109,785 shares; 2025Q2: 117,580 shares; 2025Q3: 130,366 shares 130,366 $3.43M 0.02% +12,786 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,279 shares; 2024Q4: 32,220 shares; 2025Q1: 31,153 shares; 2025Q2: 30,755 shares; 2025Q3: 30,091 shares 30,091 $3.43M 0.02% -664 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,766 shares 33,766 $3.4M 0.02% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,357 shares; 2024Q4: 13,483 shares; 2025Q1: 12,056 shares; 2025Q2: 13,086 shares; 2025Q3: 14,149 shares 14,149 $3.39M 0.02% +1,063 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,194 shares; 2024Q4: 9,324 shares; 2025Q1: 4,671 shares; 2025Q2: 5,005 shares; 2025Q3: 5,452 shares 5,452 $3.35M 0.02% +447 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,043 shares; 2024Q4: 23,940 shares; 2025Q1: 22,055 shares; 2025Q2: 23,331 shares; 2025Q3: 23,773 shares 23,773 $3.35M 0.02% +442 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,966 shares; 2024Q4: 25,931 shares; 2025Q1: 39,871 shares; 2025Q2: 37,821 shares; 2025Q3: 37,473 shares 37,473 $3.35M 0.02% -348 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 19,722 shares; 2025Q1: 12,844 shares; 2025Q2: 16,028 shares; 2025Q3: 17,986 shares 17,986 $3.28M 0.02% +1,958 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,697 shares; 2024Q4: 40,021 shares; 2025Q1: 37,420 shares; 2025Q2: 36,886 shares; 2025Q3: 36,964 shares 36,964 $3.28M 0.02% +78 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,596 shares; 2024Q4: 17,567 shares; 2025Q1: 13,664 shares; 2025Q2: 14,675 shares; 2025Q3: 15,061 shares 15,061 $3.23M 0.02% +386 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,253 shares; 2024Q4: 29,312 shares; 2025Q1: 20,475 shares; 2025Q2: 23,751 shares; 2025Q3: 24,094 shares 24,094 $3.21M 0.02% +343 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,746 shares; 2024Q4: 14,363 shares; 2025Q1: 13,858 shares; 2025Q2: 13,231 shares; 2025Q3: 21,358 shares 21,358 $3.17M 0.02% +8,127 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,461 shares; 2024Q4: 96,871 shares; 2025Q1: 97,311 shares; 2025Q2: 116,794 shares; 2025Q3: 115,859 shares 115,859 $3.16M 0.02% -935 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,604 shares; 2024Q4: 44,018 shares; 2025Q1: 35,172 shares; 2025Q2: 27,289 shares; 2025Q3: 22,301 shares 22,301 $3.16M 0.02% -4,988 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,847 shares; 2024Q4: 39,802 shares; 2025Q1: 37,501 shares; 2025Q2: 38,093 shares; 2025Q3: 37,096 shares 37,096 $3.15M 0.02% -997 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,304 shares; 2024Q4: 26,609 shares; 2025Q1: 29,037 shares; 2025Q2: 28,992 shares; 2025Q3: 30,219 shares 30,219 $3.12M 0.02% +1,227 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,481 shares; 2024Q4: 232,918 shares; 2025Q1: 107,112 shares; 2025Q2: 94,860 shares; 2025Q3: 93,024 shares 93,024 $3.12M 0.02% -1,836 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,896 shares; 2024Q4: 56,045 shares; 2025Q1: 21,365 shares; 2025Q2: 21,212 shares; 2025Q3: 21,764 shares 21,764 $3.11M 0.02% +552 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,219 shares; 2024Q4: 15,698 shares; 2025Q1: 11,680 shares; 2025Q2: 11,411 shares; 2025Q3: 11,730 shares 11,730 $3.06M 0.02% +319 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,235 shares; 2024Q4: 80,903 shares; 2025Q1: 81,458 shares; 2025Q2: 76,705 shares; 2025Q3: 74,452 shares 74,452 $3.05M 0.02% -2,253 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,531 shares; 2024Q4: 14,373 shares; 2025Q1: 15,315 shares; 2025Q2: 16,945 shares; 2025Q3: 18,131 shares 18,131 $3.03M 0.02% +1,186 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 10,386 shares; 2025Q1: 9,932 shares; 2025Q2: 12,359 shares; 2025Q3: 12,410 shares 12,410 $3.03M 0.02% +51 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,803 shares; 2024Q4: 45,722 shares; 2025Q1: 23,910 shares; 2025Q2: 25,578 shares; 2025Q3: 26,888 shares 26,888 $3.02M 0.02% +1,310 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,283 shares; 2024Q4: 26,742 shares; 2025Q1: 25,742 shares; 2025Q2: 25,224 shares; 2025Q3: 25,224 shares 25,224 $3.01M 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,229 shares; 2024Q4: 82,966 shares; 2025Q1: 27,671 shares; 2025Q2: 30,204 shares; 2025Q3: 29,399 shares 29,399 $2.98M 0.02% -805 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,518 shares; 2024Q4: 16,382 shares; 2025Q1: 6,881 shares; 2025Q2: 7,637 shares; 2025Q3: 7,970 shares 7,970 $2.98M 0.02% +333 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,489 shares; 2024Q4: 18,448 shares; 2025Q1: 17,000 shares; 2025Q2: 17,392 shares; 2025Q3: 17,401 shares 17,401 $2.97M 0.02% +9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,726 shares; 2025Q1: 497 shares; 2025Q2: 523 shares; 2025Q3: 547 shares 547 $2.95M 0.02% +24 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,014 shares; 2024Q4: 33,256 shares; 2025Q1: 30,799 shares; 2025Q2: 26,088 shares; 2025Q3: 70,670 shares 70,670 $2.95M 0.02% +44,582 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,558 shares; 2024Q4: 53,404 shares; 2025Q1: 25,911 shares; 2025Q2: 34,760 shares; 2025Q3: 35,383 shares 35,383 $2.94M 0.02% +623 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 375 shares; 2025Q1: 347 shares; 2025Q2: 361 shares; 2025Q3: 364 shares 364 $2.92M 0.02% +3 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,636 shares; 2024Q4: 35,713 shares; 2025Q1: 30,128 shares; 2025Q2: 35,770 shares; 2025Q3: 38,751 shares 38,751 $2.92M 0.02% +2,981 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,790 shares; 2024Q4: 17,528 shares; 2025Q1: 10,711 shares; 2025Q2: 11,475 shares; 2025Q3: 11,635 shares 11,635 $2.87M 0.02% +160 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 811 shares; 2025Q1: 642 shares; 2025Q2: 653 shares; 2025Q3: 667 shares 667 $2.86M 0.02% +14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,536 shares; 2024Q4: 56,803 shares; 2025Q1: 35,296 shares; 2025Q2: 37,616 shares; 2025Q3: 34,250 shares 34,250 $2.86M 0.02% -3,366 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 6,717 shares; 2025Q1: 6,066 shares; 2025Q2: 5,940 shares; 2025Q3: 5,812 shares 5,812 $2.86M 0.02% -128 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,199 shares; 2024Q4: 107,167 shares; 2025Q1: 146,401 shares; 2025Q2: 208,987 shares; 2025Q3: 267,379 shares 267,379 $2.85M 0.02% +58,392 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,363 shares; 2024Q4: 27,921 shares; 2025Q1: 21,386 shares; 2025Q2: 24,635 shares; 2025Q3: 25,495 shares 25,495 $2.83M 0.02% +860 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,638 shares; 2025Q1: 2,622 shares; 2025Q2: 2,563 shares; 2025Q3: 2,960 shares 2,960 $2.82M 0.02% +397 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,263 shares; 2024Q4: 49,733 shares; 2025Q1: 22,542 shares; 2025Q2: 24,946 shares; 2025Q3: 25,634 shares 25,634 $2.79M 0.02% +688 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,749 shares; 2024Q4: 17,644 shares; 2025Q1: 17,778 shares; 2025Q2: 19,449 shares; 2025Q3: 21,242 shares 21,242 $2.79M 0.02% +1,793 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,018 shares; 2024Q4: 27,558 shares; 2025Q1: 26,763 shares; 2025Q2: 27,335 shares; 2025Q3: 26,662 shares 26,662 $2.78M 0.02% -673 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,819 shares; 2024Q4: 14,700 shares; 2025Q1: 13,382 shares; 2025Q2: 16,251 shares; 2025Q3: 16,250 shares 16,250 $2.77M 0.02% -1 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,895 shares; 2024Q4: 73,991 shares; 2025Q1: 73,217 shares; 2025Q2: 72,763 shares; 2025Q3: 71,782 shares 71,782 $2.75M 0.02% -981 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,606 shares; 2024Q4: 61,858 shares; 2025Q1: 31,883 shares; 2025Q2: 32,703 shares; 2025Q3: 33,978 shares 33,978 $2.74M 0.02% +1,275 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,625 shares; 2024Q4: 6,505 shares; 2025Q1: 6,253 shares; 2025Q2: 6,608 shares; 2025Q3: 6,461 shares 6,461 $2.73M 0.02% -147 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 5,406 shares; 2025Q1: 5,299 shares; 2025Q2: 5,701 shares; 2025Q3: 5,562 shares 5,562 $2.71M 0.02% -139 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,344 shares; 2024Q4: 91,324 shares; 2025Q1: 76,563 shares; 2025Q2: 75,105 shares; 2025Q3: 75,054 shares 75,054 $2.69M 0.02% -51 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,759 shares; 2024Q4: 31,253 shares; 2025Q1: 30,910 shares; 2025Q2: 31,834 shares; 2025Q3: 36,775 shares 36,775 $2.68M 0.02% +4,941 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,995 shares; 2024Q4: 22,789 shares; 2025Q1: 21,858 shares; 2025Q2: 21,371 shares; 2025Q3: 23,294 shares 23,294 $2.67M 0.02% +1,923 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 9,520 shares; 2025Q1: 8,798 shares; 2025Q2: 9,804 shares; 2025Q3: 9,752 shares 9,752 $2.66M 0.02% -52 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,276 shares; 2024Q4: 179,758 shares; 2025Q1: 102,365 shares; 2025Q2: 89,462 shares; 2025Q3: 82,870 shares 82,870 $2.64M 0.02% -6,592 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,307 shares; 2024Q4: 100,566 shares; 2025Q1: 85,088 shares; 2025Q2: 94,698 shares; 2025Q3: 93,261 shares 93,261 $2.64M 0.02% -1,437 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,866 shares; 2024Q4: 7,757 shares; 2025Q1: 7,978 shares; 2025Q2: 8,908 shares; 2025Q3: 9,131 shares 9,131 $2.63M 0.02% +223 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,776 shares; 2024Q4: 143,883 shares; 2025Q1: 134,893 shares; 2025Q2: 134,743 shares; 2025Q3: 134,743 shares 134,743 $2.6M 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,379 shares; 2024Q4: 61,049 shares; 2025Q1: 46,901 shares; 2025Q2: 47,947 shares; 2025Q3: 53,779 shares 53,779 $2.6M 0.02% +5,832 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,863 shares; 2024Q4: 40,061 shares; 2025Q1: 34,776 shares; 2025Q2: 31,361 shares; 2025Q3: 30,680 shares 30,680 $2.6M 0.02% -681 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,864 shares; 2024Q4: 13,597 shares; 2025Q1: 24,194 shares; 2025Q2: 29,014 shares; 2025Q3: 39,479 shares 39,479 $2.57M 0.02% +10,465 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,773 shares; 2024Q4: 6,803 shares; 2025Q1: 5,741 shares; 2025Q2: 5,797 shares; 2025Q3: 5,734 shares 5,734 $2.56M 0.02% -63 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,256 shares; 2024Q4: 45,501 shares; 2025Q1: 41,548 shares; 2025Q2: 45,064 shares; 2025Q3: 42,800 shares 42,800 $2.56M 0.02% -2,264 Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,015 shares 56,015 $2.55M 0.02% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,009 shares 101,009 $2.54M 0.02% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,319 shares; 2024Q4: 9,316 shares; 2025Q1: 9,232 shares; 2025Q2: 9,783 shares; 2025Q3: 10,325 shares 10,325 $2.54M 0.02% +542 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,588 shares; 2024Q4: 10,408 shares; 2025Q1: 7,989 shares; 2025Q2: 8,826 shares; 2025Q3: 8,912 shares 8,912 $2.52M 0.02% +86 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 13,149 shares; 2025Q1: 12,373 shares; 2025Q2: 12,593 shares; 2025Q3: 12,712 shares 12,712 $2.49M 0.02% +119 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,119 shares; 2024Q4: 14,411 shares; 2025Q1: 15,148 shares; 2025Q2: 24,929 shares; 2025Q3: 29,515 shares 29,515 $2.49M 0.02% +4,586 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,561 shares; 2024Q4: 12,910 shares; 2025Q1: 5,200 shares; 2025Q2: 5,568 shares; 2025Q3: 5,848 shares 5,848 $2.47M 0.01% +280 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,606 shares; 2024Q4: 27,322 shares; 2025Q1: 28,225 shares; 2025Q2: 40,821 shares; 2025Q3: 39,400 shares 39,400 $2.46M 0.01% -1,421 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,719 shares; 2024Q4: 29,359 shares; 2025Q1: 23,344 shares; 2025Q2: 28,409 shares; 2025Q3: 29,715 shares 29,715 $2.44M 0.01% +1,306 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,844 shares; 2024Q4: 11,512 shares; 2025Q1: 11,007 shares; 2025Q2: 10,518 shares; 2025Q3: 10,417 shares 10,417 $2.44M 0.01% -101 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 7,592 shares; 2025Q1: 6,036 shares; 2025Q2: 6,184 shares; 2025Q3: 6,531 shares 6,531 $2.41M 0.01% +347 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,400 shares; 2024Q4: 96,631 shares; 2025Q1: 50,899 shares; 2025Q2: 56,555 shares; 2025Q3: 53,483 shares 53,483 $2.41M 0.01% -3,072 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,956 shares; 2024Q4: 167,025 shares; 2025Q1: 84,857 shares; 2025Q2: 84,824 shares; 2025Q3: 76,612 shares 76,612 $2.41M 0.01% -8,212 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,021 shares; 2024Q4: 7,312 shares; 2025Q1: 7,056 shares; 2025Q2: 7,670 shares; 2025Q3: 7,679 shares 7,679 $2.4M 0.01% +9 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 5,988 shares; 2025Q1: 16,732 shares; 2025Q2: 16,732 shares; 2025Q3: 17,298 shares 17,298 $2.39M 0.01% +566 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,304 shares; 2024Q4: 27,695 shares; 2025Q1: 24,373 shares; 2025Q2: 24,855 shares; 2025Q3: 21,401 shares 21,401 $2.38M 0.01% -3,454 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,341 shares; 2024Q4: 14,401 shares; 2025Q1: 14,011 shares; 2025Q2: 15,193 shares; 2025Q3: 15,556 shares 15,556 $2.36M 0.01% +363 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 3,394 shares; 2025Q1: 3,273 shares; 2025Q2: 3,480 shares; 2025Q3: 3,455 shares 3,455 $2.36M 0.01% -25 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,977 shares; 2024Q4: 14,242 shares; 2025Q1: 9,821 shares; 2025Q2: 9,332 shares; 2025Q3: 11,693 shares 11,693 $2.35M 0.01% +2,361 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,172 shares; 2024Q4: 14,152 shares; 2025Q1: 14,015 shares; 2025Q2: 17,616 shares; 2025Q3: 17,130 shares 17,130 $2.33M 0.01% -486 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,184 shares; 2024Q4: 7,837 shares; 2025Q1: 5,993 shares; 2025Q2: 6,770 shares; 2025Q3: 7,611 shares 7,611 $2.32M 0.01% +841 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,798 shares; 2024Q4: 16,565 shares; 2025Q1: 25,755 shares; 2025Q2: 25,117 shares; 2025Q3: 24,767 shares 24,767 $2.32M 0.01% -350 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: 4,606 shares; 2025Q1: 4,480 shares; 2025Q2: 4,860 shares; 2025Q3: 4,682 shares 4,682 $2.31M 0.01% -178 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,305 shares; 2025Q1: 1,964 shares; 2025Q2: 2,082 shares; 2025Q3: 2,118 shares 2,118 $2.28M 0.01% +36 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,117 shares; 2024Q4: 25,941 shares; 2025Q1: 25,942 shares; 2025Q2: 25,961 shares; 2025Q3: 25,305 shares 25,305 $2.28M 0.01% -656 Timeline FEBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,948 shares; 2025Q2: 82,785 shares; 2025Q3: 83,429 shares 83,429 $2.28M 0.01% +644 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,441 shares; 2024Q4: 8,779 shares; 2025Q1: 5,357 shares; 2025Q2: 26,586 shares; 2025Q3: 25,742 shares 25,742 $2.27M 0.01% -844 Timeline JNEU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,097 shares; 2025Q3: 75,097 shares 75,097 $2.25M 0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 289,049 shares; 2025Q1: 288,712 shares; 2025Q2: 292,272 shares; 2025Q3: 288,002 shares 288,002 $2.22M 0.01% -4,270 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 15,505 shares; 2025Q1: 15,654 shares; 2025Q2: 17,084 shares; 2025Q3: 17,908 shares 17,908 $2.22M 0.01% +824 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,584 shares; 2024Q4: 70,976 shares; 2025Q1: 17,188 shares; 2025Q2: 19,367 shares; 2025Q3: 20,141 shares 20,141 $2.21M 0.01% +774 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,010 shares; 2024Q4: 11,625 shares; 2025Q1: 10,748 shares; 2025Q2: 11,359 shares; 2025Q3: 10,699 shares 10,699 $2.2M 0.01% -660 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,225 shares; 2024Q4: 42,856 shares; 2025Q1: 25,831 shares; 2025Q2: 27,745 shares; 2025Q3: 27,397 shares 27,397 $2.19M 0.01% -348 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,988 shares; 2024Q4: 9,396 shares; 2025Q1: 6,392 shares; 2025Q2: 6,834 shares; 2025Q3: 7,021 shares 7,021 $2.17M 0.01% +187 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,743 shares; 2024Q4: 181,846 shares; 2025Q1: 180,818 shares; 2025Q2: 180,715 shares; 2025Q3: 184,928 shares 184,928 $2.16M 0.01% +4,213 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,536 shares; 2024Q4: 28,517 shares; 2025Q1: 18,368 shares; 2025Q2: 20,978 shares; 2025Q3: 22,371 shares 22,371 $2.14M 0.01% +1,393 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,417 shares; 2024Q4: 20,925 shares; 2025Q1: 19,204 shares; 2025Q2: 17,610 shares; 2025Q3: 15,765 shares 15,765 $2.12M 0.01% -1,845 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,637 shares; 2024Q4: 64,039 shares; 2025Q1: 71,609 shares; 2025Q2: 77,853 shares; 2025Q3: 80,298 shares 80,298 $2.12M 0.01% +2,445 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,740 shares; 2024Q4: 53,650 shares; 2025Q1: 43,044 shares; 2025Q2: 43,838 shares; 2025Q3: 43,093 shares 43,093 $2.11M 0.01% -745 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,346 shares; 2024Q4: 6,516 shares; 2025Q1: 4,363 shares; 2025Q2: 4,975 shares; 2025Q3: 5,096 shares 5,096 $2.11M 0.01% +121 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 10,259 shares; 2025Q1: 11,281 shares; 2025Q2: 14,974 shares; 2025Q3: 15,444 shares 15,444 $2.09M 0.01% +470 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,371 shares; 2024Q4: 11,382 shares; 2025Q1: 11,405 shares; 2025Q2: 15,119 shares; 2025Q3: 16,304 shares 16,304 $2.09M 0.01% +1,185 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,217 shares 28,217 $2.08M 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 4,618 shares; 2025Q1: 4,655 shares; 2025Q2: 5,802 shares; 2025Q3: 6,058 shares 6,058 $2.07M 0.01% +256 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,002 shares; 2024Q4: 143,002 shares; 2025Q1: 154,610 shares; 2025Q2: 155,235 shares; 2025Q3: 158,419 shares 158,419 $2.05M 0.01% +3,184 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,351 shares; 2024Q4: 37,579 shares; 2025Q1: 38,429 shares; 2025Q2: 41,262 shares; 2025Q3: 47,405 shares 47,405 $2.01M 0.01% +6,143 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,001 shares; 2024Q4: 15,294 shares; 2025Q1: 5,806 shares; 2025Q2: 5,635 shares; 2025Q3: 5,599 shares 5,599 $1.98M 0.01% -36 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 12,761 shares; 2025Q1: 9,149 shares; 2025Q2: 9,708 shares; 2025Q3: 9,600 shares 9,600 $1.95M 0.01% -108 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,402 shares; 2024Q4: 19,829 shares; 2025Q1: 14,436 shares; 2025Q2: 9,919 shares; 2025Q3: 23,195 shares 23,195 $1.95M 0.01% +13,276 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,521 shares; 2024Q4: 9,291 shares; 2025Q1: 9,379 shares; 2025Q2: 9,933 shares; 2025Q3: 10,269 shares 10,269 $1.95M 0.01% +336 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 6,631 shares; 2025Q1: 5,703 shares; 2025Q2: 5,661 shares; 2025Q3: 5,502 shares 5,502 $1.92M 0.01% -159 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,224 shares; 2024Q4: 15,911 shares; 2025Q1: 15,934 shares; 2025Q2: 16,751 shares; 2025Q3: 17,104 shares 17,104 $1.91M 0.01% +353 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,492 shares; 2024Q4: 38,859 shares; 2025Q1: 35,941 shares; 2025Q2: 39,571 shares; 2025Q3: 41,026 shares 41,026 $1.9M 0.01% +1,455 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,739 shares; 2024Q4: 36,940 shares; 2025Q1: 11,595 shares; 2025Q2: 11,710 shares; 2025Q3: 12,064 shares 12,064 $1.89M 0.01% +354 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,350 shares; 2024Q4: 31,232 shares; 2025Q1: 26,246 shares; 2025Q2: 31,378 shares; 2025Q3: 37,261 shares 37,261 $1.88M 0.01% +5,883 Timeline MARU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,633 shares; 2025Q2: 70,969 shares; 2025Q3: 68,327 shares 68,327 $1.87M 0.01% -2,642 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 3,427 shares; 2025Q1: 3,434 shares; 2025Q2: 14,300 shares; 2025Q3: 15,716 shares 15,716 $1.86M 0.01% +1,416 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,128 shares; 2024Q4: 10,184 shares; 2025Q1: 7,029 shares; 2025Q2: 9,546 shares; 2025Q3: 13,395 shares 13,395 $1.85M 0.01% +3,849 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,484 shares; 2024Q4: 73,966 shares; 2025Q1: 62,210 shares; 2025Q2: 38,758 shares; 2025Q3: 40,064 shares 40,064 $1.83M 0.01% +1,306 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,498 shares; 2024Q4: 120,040 shares; 2025Q1: 31,352 shares; 2025Q2: 30,529 shares; 2025Q3: 29,917 shares 29,917 $1.82M 0.01% -612 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 2,924 shares; 2025Q1: 1,839 shares; 2025Q2: 1,926 shares; 2025Q3: 1,981 shares 1,981 $1.82M 0.01% +55 Timeline AMPL AMPLITUDE INC More: the full row for AMPLITUDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,910 shares; 2025Q1: 148,284 shares; 2025Q2: 169,711 shares; 2025Q3: 169,706 shares 169,706 $1.82M 0.01% -5 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,403 shares; 2024Q4: 18,341 shares; 2025Q1: 16,233 shares; 2025Q2: 20,087 shares; 2025Q3: 19,810 shares 19,810 $1.8M 0.01% -277 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 2,973 shares; 2025Q1: 2,795 shares; 2025Q2: 3,088 shares; 2025Q3: 5,188 shares 5,188 $1.8M 0.01% +2,100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,694 shares; 2024Q4: 22,881 shares; 2025Q1: 21,229 shares; 2025Q2: 22,292 shares; 2025Q3: 19,647 shares 19,647 $1.8M 0.01% -2,645 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 6,076 shares; 2025Q1: 5,490 shares; 2025Q2: 5,629 shares; 2025Q3: 5,543 shares 5,543 $1.79M 0.01% -86 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,256 shares; 2025Q2: 61,672 shares; 2025Q3: 63,144 shares 63,144 $1.79M 0.01% +1,472 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,188 shares; 2024Q4: 162,015 shares; 2025Q1: 160,548 shares; 2025Q2: 160,297 shares; 2025Q3: 156,297 shares 156,297 $1.78M 0.01% -4,000 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,837 shares; 2024Q4: 110,384 shares; 2025Q1: 99,072 shares; 2025Q2: 84,127 shares; 2025Q3: 87,170 shares 87,170 $1.78M 0.01% +3,043 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,659 shares; 2024Q4: 89,644 shares; 2025Q1: 11,581 shares; 2025Q2: 13,018 shares; 2025Q3: 18,606 shares 18,606 $1.77M 0.01% +5,588 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,299 shares; 2024Q4: 14,382 shares; 2025Q1: 16,590 shares; 2025Q2: 16,602 shares; 2025Q3: 16,863 shares 16,863 $1.75M 0.01% +261 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,381 shares; 2024Q4: 7,617 shares; 2025Q1: 6,327 shares; 2025Q2: 7,919 shares; 2025Q3: 9,697 shares 9,697 $1.73M 0.01% +1,778 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,804 shares; 2024Q4: 29,039 shares; 2025Q1: 29,372 shares; 2025Q2: 23,518 shares; 2025Q3: 25,590 shares 25,590 $1.73M 0.01% +2,072 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,996 shares; 2024Q4: 25,587 shares; 2025Q1: 26,396 shares; 2025Q2: 30,024 shares; 2025Q3: 34,164 shares 34,164 $1.72M 0.01% +4,140 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,081 shares; 2024Q4: 33,929 shares; 2025Q1: 38,182 shares; 2025Q2: 38,026 shares; 2025Q3: 33,965 shares 33,965 $1.71M 0.01% -4,061 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 14,628 shares; 2025Q1: 5,817 shares; 2025Q2: 6,177 shares; 2025Q3: 9,091 shares 9,091 $1.7M 0.01% +2,914 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 7,582 shares; 2025Q1: 6,772 shares; 2025Q2: 8,002 shares; 2025Q3: 9,071 shares 9,071 $1.7M 0.01% +1,069 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,109 shares; 2024Q4: 6,324 shares; 2025Q1: 6,374 shares; 2025Q2: 6,142 shares; 2025Q3: 21,108 shares 21,108 $1.69M 0.01% +14,966 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,330 shares; 2024Q4: 34,775 shares; 2025Q1: 34,073 shares; 2025Q2: 36,626 shares; 2025Q3: 37,475 shares 37,475 $1.69M 0.01% +849 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,106 shares; 2024Q4: 9,808 shares; 2025Q1: 9,548 shares; 2025Q2: 11,433 shares; 2025Q3: 16,561 shares 16,561 $1.66M 0.01% +5,128 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,571 shares; 2024Q4: 16,708 shares; 2025Q1: 16,606 shares; 2025Q2: 23,683 shares; 2025Q3: 23,444 shares 23,444 $1.66M 0.01% -239 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,821 shares; 2025Q1: 1,910 shares; 2025Q2: 2,421 shares; 2025Q3: 3,389 shares 3,389 $1.66M 0.01% +968 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,570 shares; 2024Q4: 16,053 shares; 2025Q1: 16,370 shares; 2025Q2: 19,932 shares; 2025Q3: 20,801 shares 20,801 $1.66M 0.01% +869 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,981 shares; 2024Q4: 49,015 shares; 2025Q1: 49,015 shares; 2025Q2: 49,015 shares; 2025Q3: 49,034 shares 49,034 $1.65M 0.01% +19 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,982 shares; 2024Q4: 36,008 shares; 2025Q1: 36,269 shares; 2025Q2: 34,517 shares; 2025Q3: 36,291 shares 36,291 $1.65M 0.01% +1,774 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,298 shares; 2025Q1: 27,581 shares; 2025Q2: 28,210 shares; 2025Q3: 27,989 shares 27,989 $1.64M 0.01% -221 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,947 shares; 2024Q4: 19,880 shares; 2025Q1: 10,534 shares; 2025Q2: 12,374 shares; 2025Q3: 14,639 shares 14,639 $1.64M 0.01% +2,265 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,999 shares; 2025Q1: 14,251 shares; 2025Q2: 18,874 shares; 2025Q3: 23,189 shares 23,189 $1.63M 0.01% +4,315 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,236 shares; 2024Q4: 26,289 shares; 2025Q1: 20,942 shares; 2025Q2: 23,181 shares; 2025Q3: 24,146 shares 24,146 $1.63M 0.01% +965 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,789 shares; 2024Q4: 20,184 shares; 2025Q1: 16,574 shares; 2025Q2: 19,571 shares; 2025Q3: 25,690 shares 25,690 $1.63M 0.01% +6,119 Timeline XLRE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,026 shares; 2024Q4: 49,809 shares; 2025Q1: 46,240 shares; 2025Q2: 42,542 shares; 2025Q3: 38,540 shares 38,540 $1.62M 0.01% -4,002 Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,639 shares; 2025Q1: 19,125 shares; 2025Q2: 61,295 shares; 2025Q3: 60,391 shares 60,391 $1.62M 0.01% -904 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,743 shares; 2024Q4: 38,002 shares; 2025Q1: 24,129 shares; 2025Q2: 24,527 shares; 2025Q3: 23,154 shares 23,154 $1.61M 0.01% -1,373 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,629 shares; 2024Q4: 24,933 shares; 2025Q1: 24,777 shares; 2025Q2: 24,430 shares; 2025Q3: 25,870 shares 25,870 $1.59M 0.01% +1,440 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,236 shares; 2024Q4: 84,590 shares; 2025Q1: 22,134 shares; 2025Q2: 24,821 shares; 2025Q3: 27,872 shares 27,872 $1.58M 0.01% +3,051 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,573 shares; 2025Q1: 2,566 shares; 2025Q2: 3,606 shares; 2025Q3: 5,118 shares 5,118 $1.57M 0.01% +1,512 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,498 shares; 2024Q4: 19,534 shares; 2025Q1: 1,503 shares; 2025Q2: 1,723 shares; 2025Q3: 2,184 shares 2,184 $1.57M 0.01% +461 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,256 shares; 2024Q4: 39,643 shares; 2025Q1: 37,316 shares; 2025Q2: 33,982 shares; 2025Q3: 34,676 shares 34,676 $1.57M 0.01% +694 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,684 shares; 2024Q4: 9,067 shares; 2025Q1: 8,402 shares; 2025Q2: 9,756 shares; 2025Q3: 9,279 shares 9,279 $1.56M 0.01% -477 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,847 shares; 2024Q4: 37,129 shares; 2025Q1: 30,648 shares; 2025Q2: 32,433 shares; 2025Q3: 33,634 shares 33,634 $1.56M 0.01% +1,201 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,976 shares; 2024Q4: 83,986 shares; 2025Q1: 42,664 shares; 2025Q2: 46,154 shares; 2025Q3: 43,900 shares 43,900 $1.56M 0.01% -2,254 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,079 shares; 2024Q4: 20,177 shares; 2025Q1: 13,450 shares; 2025Q2: 14,580 shares; 2025Q3: 14,501 shares 14,501 $1.55M 0.01% -79 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,368 shares; 2024Q4: 28,315 shares; 2025Q1: 26,110 shares; 2025Q2: 24,939 shares; 2025Q3: 23,924 shares 23,924 $1.53M 0.01% -1,015 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,982 shares; 2024Q4: 10,239 shares; 2025Q1: 5,771 shares; 2025Q2: 4,614 shares; 2025Q3: 5,036 shares 5,036 $1.51M 0.01% +422 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,401 shares; 2025Q1: 1,313 shares; 2025Q2: 1,534 shares; 2025Q3: 1,583 shares 1,583 $1.51M 0.01% +49 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,616 shares; 2024Q4: 6,361 shares; 2025Q1: 5,533 shares; 2025Q2: 5,119 shares; 2025Q3: 4,637 shares 4,637 $1.5M 0.01% -482 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,207 shares; 2024Q4: 22,726 shares; 2025Q1: 7,650 shares; 2025Q2: 7,543 shares; 2025Q3: 7,581 shares 7,581 $1.5M 0.01% +38 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,741 shares; 2024Q4: 9,051 shares; 2025Q1: 8,184 shares; 2025Q2: 8,496 shares; 2025Q3: 7,408 shares 7,408 $1.49M 0.01% -1,088 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,432 shares; 2025Q3: 21,386 shares 21,386 $1.48M 0.01% +4,954 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 3,271 shares; 2025Q1: 3,157 shares; 2025Q2: 3,188 shares; 2025Q3: 3,107 shares 3,107 $1.48M 0.01% -81 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,700 shares; 2024Q4: 45,825 shares; 2025Q1: 12,462 shares; 2025Q2: 19,671 shares; 2025Q3: 19,206 shares 19,206 $1.47M 0.01% -465 Timeline AUGU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,090 shares; 2025Q3: 50,752 shares 50,752 $1.47M 0.01% +2,662 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,666 shares; 2024Q4: 14,690 shares; 2025Q1: 5,140 shares; 2025Q2: 5,474 shares; 2025Q3: 6,657 shares 6,657 $1.46M 0.01% +1,183 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,640 shares; 2024Q4: 47,605 shares; 2025Q1: 10,203 shares; 2025Q2: 10,801 shares; 2025Q3: 10,848 shares 10,848 $1.46M 0.01% +47 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,559 shares; 2024Q4: 7,527 shares; 2025Q1: 7,461 shares; 2025Q2: 7,518 shares; 2025Q3: 7,436 shares 7,436 $1.46M 0.01% -82 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,336 shares; 2024Q4: 25,488 shares; 2025Q1: 14,597 shares; 2025Q2: 16,146 shares; 2025Q3: 17,686 shares 17,686 $1.46M 0.01% +1,540 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,537 shares; 2024Q4: 10,995 shares; 2025Q1: 11,083 shares; 2025Q2: 11,707 shares; 2025Q3: 17,991 shares 17,991 $1.4M 0.01% +6,284 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,720 shares; 2024Q4: 67,746 shares; 2025Q1: 59,426 shares; 2025Q2: 48,088 shares; 2025Q3: 46,567 shares 46,567 $1.38M 0.01% -1,521 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,633 shares; 2024Q4: 27,611 shares; 2025Q1: 12,137 shares; 2025Q2: 13,588 shares; 2025Q3: 11,088 shares 11,088 $1.38M 0.01% -2,500 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,913 shares; 2024Q4: 18,368 shares; 2025Q1: 18,632 shares; 2025Q2: 18,923 shares; 2025Q3: 23,336 shares 23,336 $1.37M 0.01% +4,413 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,848 shares; 2024Q4: 31,047 shares; 2025Q1: 11,248 shares; 2025Q2: 13,118 shares; 2025Q3: 17,005 shares 17,005 $1.37M 0.01% +3,887 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,148 shares; 2024Q4: 8,971 shares; 2025Q1: 6,168 shares; 2025Q2: 6,867 shares; 2025Q3: 7,664 shares 7,664 $1.37M 0.01% +797 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,672 shares; 2024Q4: 11,779 shares; 2025Q1: 10,977 shares; 2025Q2: 12,452 shares; 2025Q3: 12,945 shares 12,945 $1.36M 0.01% +493 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,840 shares; 2025Q1: 67,767 shares; 2025Q2: 61,303 shares; 2025Q3: 58,931 shares 58,931 $1.36M 0.01% -2,372 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,205 shares; 2024Q4: 12,539 shares; 2025Q1: 11,747 shares; 2025Q2: 12,759 shares; 2025Q3: 13,833 shares 13,833 $1.36M 0.01% +1,074 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,994 shares; 2024Q4: 33,701 shares; 2025Q1: 32,483 shares; 2025Q2: 32,620 shares; 2025Q3: 32,512 shares 32,512 $1.36M 0.01% -108 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,664 shares; 2024Q4: 7,550 shares; 2025Q1: 6,384 shares; 2025Q2: 9,505 shares; 2025Q3: 9,184 shares 9,184 $1.35M 0.01% -321 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,567 shares; 2024Q4: 24,407 shares; 2025Q1: 28,296 shares; 2025Q2: 29,308 shares; 2025Q3: 28,541 shares 28,541 $1.35M 0.01% -767 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,125 shares; 2024Q4: 7,731 shares; 2025Q1: 7,334 shares; 2025Q2: 10,087 shares; 2025Q3: 9,420 shares 9,420 $1.35M 0.01% -667 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,421 shares; 2024Q4: 19,686 shares; 2025Q1: 17,607 shares; 2025Q2: 19,913 shares; 2025Q3: 17,100 shares 17,100 $1.34M 0.01% -2,813 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,138 shares; 2024Q4: 10,247 shares; 2025Q1: 18,420 shares; 2025Q2: 39,710 shares; 2025Q3: 45,828 shares 45,828 $1.34M 0.01% +6,118 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,211 shares; 2024Q4: 17,014 shares; 2025Q1: 6,181 shares; 2025Q2: 6,882 shares; 2025Q3: 6,681 shares 6,681 $1.34M 0.01% -201 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,221 shares; 2024Q4: 12,736 shares; 2025Q1: 12,218 shares; 2025Q2: 11,579 shares; 2025Q3: 21,892 shares 21,892 $1.34M 0.01% +10,313 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 3,327 shares; 2025Q1: 2,924 shares; 2025Q2: 4,984 shares; 2025Q3: 5,131 shares 5,131 $1.33M 0.01% +147 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,870 shares; 2025Q1: 35,071 shares; 2025Q2: 35,336 shares; 2025Q3: 26,546 shares 26,546 $1.32M 0.01% -8,790 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,582 shares; 2025Q3: 20,478 shares 20,478 $1.32M 0.01% -104 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,548 shares; 2024Q4: 4,918 shares; 2025Q1: 5,039 shares; 2025Q2: 4,727 shares; 2025Q3: 25,809 shares 25,809 $1.31M 0.01% +21,082 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,905 shares; 2024Q4: 28,928 shares; 2025Q1: 7,837 shares; 2025Q2: 7,879 shares; 2025Q3: 7,874 shares 7,874 $1.31M 0.01% -5 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,523 shares; 2024Q4: 48,930 shares; 2025Q1: 44,453 shares; 2025Q2: 36,152 shares; 2025Q3: 35,889 shares 35,889 $1.3M 0.01% -263 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,609 shares; 2024Q4: 16,311 shares; 2025Q1: 14,568 shares; 2025Q2: 16,412 shares; 2025Q3: 18,231 shares 18,231 $1.3M 0.01% +1,819 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,933 shares; 2024Q4: 17,944 shares; 2025Q1: 8,318 shares; 2025Q2: 9,373 shares; 2025Q3: 9,856 shares 9,856 $1.3M 0.01% +483 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,597 shares; 2024Q4: 9,870 shares; 2025Q1: 2,284 shares; 2025Q2: 2,219 shares; 2025Q3: 4,743 shares 4,743 $1.3M 0.01% +2,524 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,679 shares; 2024Q4: 37,655 shares; 2025Q1: 39,939 shares; 2025Q2: 51,476 shares; 2025Q3: 52,206 shares 52,206 $1.3M 0.01% +730 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,314 shares; 2024Q4: 111,032 shares; 2025Q1: 87,480 shares; 2025Q2: 128,474 shares; 2025Q3: 122,100 shares 122,100 $1.28M 0.01% -6,374 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,310 shares; 2024Q4: 13,273 shares; 2025Q1: 8,106 shares; 2025Q2: 7,944 shares; 2025Q3: 7,891 shares 7,891 $1.28M 0.01% -53 Timeline VNQI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,025 shares; 2024Q4: 29,808 shares; 2025Q1: 27,114 shares; 2025Q2: 25,889 shares; 2025Q3: 26,675 shares 26,675 $1.27M 0.01% +786 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 3,555 shares; 2025Q1: 4,973 shares; 2025Q2: 5,217 shares; 2025Q3: 5,334 shares 5,334 $1.27M 0.01% +117 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,763 shares; 2024Q4: 11,020 shares; 2025Q1: 9,870 shares; 2025Q2: 9,252 shares; 2025Q3: 15,515 shares 15,515 $1.27M 0.01% +6,263 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,166 shares; 2024Q4: 19,460 shares; 2025Q1: 11,590 shares; 2025Q2: 12,553 shares; 2025Q3: 12,946 shares 12,946 $1.26M 0.01% +393 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,046 shares; 2025Q1: 1,982 shares; 2025Q2: 2,029 shares; 2025Q3: 2,225 shares 2,225 $1.26M 0.01% +196 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,858 shares; 2024Q4: 17,995 shares; 2025Q1: 16,216 shares; 2025Q2: 19,401 shares; 2025Q3: 18,576 shares 18,576 $1.26M 0.01% -825 Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,754 shares; 2025Q1: 88,542 shares; 2025Q2: 89,067 shares; 2025Q3: 93,902 shares 93,902 $1.25M 0.01% +4,835 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,063 shares; 2024Q4: 34,718 shares; 2025Q1: 34,738 shares; 2025Q2: 34,417 shares; 2025Q3: 34,238 shares 34,238 $1.25M 0.01% -179 Timeline