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; 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; 2025Q4: 18,444,319 shares 18,444,319 $1.42B 8.08% +61,603 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; 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; 2025Q4: 11,439,869 shares 11,439,869 $1.08B 6.11% -69,096 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,479,153 shares; 2024Q4: 15,481,517 shares; 2025Q1: 20,818,228 shares; 2025Q2: 23,820,830 shares; 2025Q3: 25,301,765 shares; 2025Q4: 26,894,586 shares 26,894,586 $852M 4.84% +1,592,821 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752,312 shares; 2024Q4: 2,087,775 shares; 2025Q1: 1,449,571 shares; 2025Q2: 1,627,351 shares; 2025Q3: 2,343,933 shares; 2025Q4: 2,421,782 shares 2,421,782 $812M 4.62% +77,849 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,514,362 shares; 2024Q4: 17,956,943 shares; 2025Q1: 16,861,316 shares; 2025Q2: 16,292,388 shares; 2025Q3: 15,995,409 shares; 2025Q4: 15,777,842 shares 15,777,842 $735M 4.18% -217,567 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; 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; 2025Q4: 10,256,962 shares 10,256,962 $648M 3.69% +1,047,022 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,184,352 shares; 2024Q4: 6,840,022 shares; 2025Q1: 9,358,535 shares; 2025Q2: 13,075,978 shares; 2025Q3: 15,474,245 shares; 2025Q4: 17,497,390 shares 17,497,390 $599M 3.4% +2,023,145 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943,146 shares; 2024Q4: 4,577,860 shares; 2025Q1: 5,156,039 shares; 2025Q2: 6,039,099 shares; 2025Q3: 6,881,491 shares; 2025Q4: 8,054,977 shares 8,054,977 $597M 3.39% +1,173,486 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,569,643 shares; 2024Q4: 8,053,126 shares; 2025Q1: 9,303,110 shares; 2025Q2: 11,680,085 shares; 2025Q3: 13,293,613 shares; 2025Q4: 16,083,198 shares 16,083,198 $529M 3.01% +2,789,585 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910,043 shares; 2024Q4: 5,579,987 shares; 2025Q1: 6,050,359 shares; 2025Q2: 6,733,245 shares; 2025Q3: 7,674,779 shares; 2025Q4: 9,606,480 shares 9,606,480 $464M 2.64% +1,931,701 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,746,055 shares; 2024Q4: 8,280,161 shares; 2025Q1: 8,412,131 shares; 2025Q2: 8,506,601 shares; 2025Q3: 8,555,677 shares; 2025Q4: 8,589,459 shares 8,589,459 $429M 2.44% +33,782 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,650,538 shares; 2024Q4: 8,819,732 shares; 2025Q1: 7,562,720 shares; 2025Q2: 7,236,706 shares; 2025Q3: 7,388,731 shares; 2025Q4: 8,024,961 shares 8,024,961 $318M 1.81% +636,230 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,190,562 shares; 2024Q4: 5,132,422 shares; 2025Q1: 4,878,936 shares; 2025Q2: 4,788,621 shares; 2025Q3: 4,795,579 shares; 2025Q4: 4,830,800 shares 4,830,800 $288M 1.64% +35,221 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; 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; 2025Q4: 10,439,385 shares 10,439,385 $276M 1.57% +2,763,618 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813,416 shares; 2024Q4: 2,155,097 shares; 2025Q1: 2,449,602 shares; 2025Q2: 2,794,752 shares; 2025Q3: 3,537,128 shares; 2025Q4: 3,710,957 shares 3,710,957 $232M 1.32% +173,829 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,657,290 shares; 2024Q4: 2,308,782 shares; 2025Q1: 2,968,316 shares; 2025Q2: 3,584,232 shares; 2025Q3: 4,069,810 shares; 2025Q4: 4,015,059 shares 4,015,059 $193M 1.1% -54,751 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738,210 shares; 2024Q4: 766,156 shares; 2025Q1: 653,344 shares; 2025Q2: 683,628 shares; 2025Q3: 722,747 shares; 2025Q4: 705,083 shares 705,083 $192M 1.09% -17,664 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934,351 shares; 2024Q4: 1,336,233 shares; 2025Q1: 1,877,210 shares; 2025Q2: 2,337,825 shares; 2025Q3: 2,829,931 shares; 2025Q4: 4,330,640 shares 4,330,640 $184M 1.05% +1,500,709 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645,770 shares; 2024Q4: 2,155,007 shares; 2025Q1: 2,682,336 shares; 2025Q2: 3,147,124 shares; 2025Q3: 3,420,987 shares; 2025Q4: 3,594,862 shares 3,594,862 $178M 1.01% +173,875 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; 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; 2025Q4: 3,532,480 shares 3,532,480 $164M 0.93% +7,636 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279,691 shares; 2024Q4: 2,037,466 shares; 2025Q1: 1,772,397 shares; 2025Q2: 1,642,697 shares; 2025Q3: 1,580,037 shares; 2025Q4: 1,521,672 shares 1,521,672 $162M 0.92% -58,365 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,223 shares; 2024Q4: 325,626 shares; 2025Q1: 241,688 shares; 2025Q2: 230,486 shares; 2025Q3: 225,953 shares; 2025Q4: 257,191 shares 257,191 $161M 0.92% +31,238 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,729 shares; 2024Q4: 182,498 shares; 2025Q1: 242,840 shares; 2025Q2: 559,912 shares; 2025Q3: 1,795,780 shares; 2025Q4: 1,628,864 shares 1,628,864 $123M 0.7% -166,916 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,759 shares; 2024Q4: 268,847 shares; 2025Q1: 230,223 shares; 2025Q2: 241,372 shares; 2025Q3: 244,351 shares; 2025Q4: 253,540 shares 253,540 $123M 0.7% +9,189 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,989 shares; 2024Q4: 191,370 shares; 2025Q1: 160,075 shares; 2025Q2: 162,576 shares; 2025Q3: 168,567 shares; 2025Q4: 174,526 shares 174,526 $119M 0.68% +5,959 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,008 shares; 2024Q4: 494,941 shares; 2025Q1: 482,169 shares; 2025Q2: 558,490 shares; 2025Q3: 556,570 shares; 2025Q4: 548,003 shares 548,003 $109M 0.62% -8,567 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,853 shares; 2024Q4: 637,420 shares; 2025Q1: 545,371 shares; 2025Q2: 482,449 shares; 2025Q3: 457,507 shares; 2025Q4: 427,052 shares 427,052 $107M 0.61% -30,455 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,758 shares; 2025Q2: not reported; 2025Q3: 2,738,144 shares; 2025Q4: 2,183,371 shares 2,183,371 $103M 0.58% -554,773 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181,896 shares; 2024Q4: 2,851,550 shares; 2025Q1: 2,496,182 shares; 2025Q2: 2,300,703 shares; 2025Q3: 2,376,292 shares; 2025Q4: 2,155,296 shares 2,155,296 $98.1M 0.56% -220,996 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203,009 shares; 2024Q4: 3,456,606 shares; 2025Q1: 3,269,282 shares; 2025Q2: 3,216,323 shares; 2025Q3: 3,347,967 shares; 2025Q4: 3,190,242 shares 3,190,242 $94.5M 0.54% -157,725 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112,664 shares; 2024Q4: 1,112,339 shares; 2025Q1: 1,263,237 shares; 2025Q2: 1,240,436 shares; 2025Q3: 1,319,420 shares; 2025Q4: 1,271,841 shares 1,271,841 $90.8M 0.52% -47,579 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,780 shares; 2024Q4: 123,879 shares; 2025Q1: 108,067 shares; 2025Q2: 112,608 shares; 2025Q3: 114,621 shares; 2025Q4: 132,095 shares 132,095 $90.5M 0.51% +17,474 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,146 shares; 2024Q4: 173,434 shares; 2025Q1: 170,287 shares; 2025Q2: 207,145 shares; 2025Q3: 417,548 shares; 2025Q4: 471,585 shares 471,585 $90.1M 0.51% +54,037 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; 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; 2025Q4: 1,326,629 shares 1,326,629 $89.5M 0.51% -2,352 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179,181 shares; 2024Q4: 1,045,846 shares; 2025Q1: 1,030,253 shares; 2025Q2: 1,542,490 shares; 2025Q3: 1,579,228 shares; 2025Q4: 2,647,836 shares 2,647,836 $87.6M 0.5% +1,068,608 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327,372 shares; 2024Q4: 2,232,372 shares; 2025Q1: 2,084,944 shares; 2025Q2: 2,035,386 shares; 2025Q3: 1,954,751 shares; 2025Q4: 1,875,482 shares 1,875,482 $83.3M 0.47% -79,269 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019,080 shares; 2024Q4: 1,368,693 shares; 2025Q1: 1,352,824 shares; 2025Q2: 1,315,634 shares; 2025Q3: 1,280,869 shares; 2025Q4: 1,189,294 shares 1,189,294 $82.9M 0.47% -91,575 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,733 shares; 2024Q4: 602,583 shares; 2025Q1: 416,382 shares; 2025Q2: 407,287 shares; 2025Q3: 426,616 shares; 2025Q4: 442,546 shares 442,546 $82.5M 0.47% +15,930 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,071 shares; 2024Q4: 68,733 shares; 2025Q1: 226,088 shares; 2025Q2: 371,993 shares; 2025Q3: 780,288 shares; 2025Q4: 766,697 shares 766,697 $78.2M 0.44% -13,591 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; 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; 2025Q4: 1,589,416 shares 1,589,416 $75.3M 0.43% -502,100 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108,684 shares; 2024Q4: 1,246,122 shares; 2025Q1: 1,309,625 shares; 2025Q2: 1,516,064 shares; 2025Q3: 1,561,024 shares; 2025Q4: 1,469,418 shares 1,469,418 $73.9M 0.42% -91,606 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,564 shares; 2024Q4: 1,688,258 shares; 2025Q1: 1,905,538 shares; 2025Q2: 2,307,221 shares; 2025Q3: 2,863,419 shares; 2025Q4: 2,799,604 shares 2,799,604 $73.4M 0.42% -63,815 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,437 shares; 2024Q4: 62,133 shares; 2025Q1: 51,657 shares; 2025Q2: 54,272 shares; 2025Q3: 58,443 shares; 2025Q4: 145,929 shares 145,929 $73.4M 0.42% +87,486 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821,637 shares; 2024Q4: 1,026,767 shares; 2025Q1: 951,454 shares; 2025Q2: 916,262 shares; 2025Q3: 946,977 shares; 2025Q4: 934,418 shares 934,418 $69.3M 0.39% -12,559 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849,217 shares; 2024Q4: 2,539,021 shares; 2025Q1: 2,512,709 shares; 2025Q2: 2,472,808 shares; 2025Q3: 2,496,678 shares; 2025Q4: 2,464,660 shares 2,464,660 $66.3M 0.38% -32,018 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997,025 shares; 2024Q4: 1,064,450 shares; 2025Q1: 1,115,552 shares; 2025Q2: 1,259,980 shares; 2025Q3: 1,349,054 shares; 2025Q4: 1,374,249 shares 1,374,249 $64.3M 0.37% +25,195 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,254 shares; 2024Q4: 316,376 shares; 2025Q1: 237,780 shares; 2025Q2: 246,161 shares; 2025Q3: 255,800 shares; 2025Q4: 272,114 shares 272,114 $62.8M 0.36% +16,314 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821,619 shares; 2024Q4: 803,826 shares; 2025Q1: 779,506 shares; 2025Q2: 758,741 shares; 2025Q3: 801,574 shares; 2025Q4: 775,096 shares 775,096 $62.8M 0.36% -26,478 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,387,324 shares; 2024Q4: 2,381,243 shares; 2025Q1: 2,387,293 shares; 2025Q2: 2,619,388 shares; 2025Q3: 2,577,550 shares; 2025Q4: 2,460,709 shares 2,460,709 $61.4M 0.35% -116,841 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,448 shares; 2024Q4: 386,790 shares; 2025Q1: 261,507 shares; 2025Q2: 264,513 shares; 2025Q3: 299,873 shares; 2025Q4: 281,708 shares 281,708 $59.7M 0.34% -18,165 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,018,021 shares; 2025Q4: 797,244 shares 797,244 $56.8M 0.32% -220,777 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,897 shares; 2024Q4: 321,048 shares; 2025Q1: 339,686 shares; 2025Q2: 349,603 shares; 2025Q3: 613,401 shares; 2025Q4: 661,446 shares 661,446 $54.5M 0.31% +48,045 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,063 shares; 2024Q4: 108,736 shares; 2025Q1: 105,053 shares; 2025Q2: 118,365 shares; 2025Q3: 119,861 shares; 2025Q4: 114,140 shares 114,140 $54M 0.31% -5,721 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,459 shares; 2024Q4: 526,682 shares; 2025Q1: 508,108 shares; 2025Q2: 495,900 shares; 2025Q3: 499,540 shares; 2025Q4: 554,455 shares 554,455 $53.2M 0.3% +54,915 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,000 shares; 2024Q4: 49,730 shares; 2025Q1: 45,690 shares; 2025Q2: 48,016 shares; 2025Q3: 48,710 shares; 2025Q4: 48,194 shares 48,194 $51.8M 0.29% -516 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,731 shares; 2024Q4: 715,971 shares; 2025Q1: 667,811 shares; 2025Q2: 659,346 shares; 2025Q3: 708,423 shares; 2025Q4: 685,185 shares 685,185 $46.1M 0.26% -23,238 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,507 shares; 2024Q4: 205,284 shares; 2025Q1: 200,395 shares; 2025Q2: 189,130 shares; 2025Q3: 187,917 shares; 2025Q4: 184,974 shares 184,974 $45.5M 0.26% -2,943 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,004 shares; 2024Q4: 161,631 shares; 2025Q1: 122,477 shares; 2025Q2: 132,302 shares; 2025Q3: 133,606 shares; 2025Q4: 140,914 shares 140,914 $45.4M 0.26% +7,308 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578,537 shares; 2024Q4: 1,991,385 shares; 2025Q1: 1,305,257 shares; 2025Q2: 1,082,085 shares; 2025Q3: 1,181,348 shares; 2025Q4: 1,286,300 shares 1,286,300 $44.3M 0.25% +104,952 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,105 shares; 2024Q4: 685,679 shares; 2025Q1: 482,554 shares; 2025Q2: 531,844 shares; 2025Q3: 530,640 shares; 2025Q4: 532,626 shares 532,626 $43.5M 0.25% +1,986 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,450 shares; 2024Q4: 37,644 shares; 2025Q1: 36,125 shares; 2025Q2: 241,758 shares; 2025Q3: 237,107 shares; 2025Q4: 89,129 shares 89,129 $43.5M 0.25% -147,978 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,719 shares; 2024Q4: 10,719 shares; 2025Q1: 10,635 shares; 2025Q2: 17,916 shares; 2025Q3: 237,465 shares; 2025Q4: 387,772 shares 387,772 $43.3M 0.25% +150,307 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024,416 shares; 2024Q4: 1,886,204 shares; 2025Q1: 1,697,716 shares; 2025Q2: 1,567,810 shares; 2025Q3: 1,618,372 shares; 2025Q4: 1,516,700 shares 1,516,700 $43.2M 0.25% -101,672 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,527 shares; 2024Q4: 248,256 shares; 2025Q1: 198,382 shares; 2025Q2: 203,144 shares; 2025Q3: 207,717 shares; 2025Q4: 205,245 shares 205,245 $42.5M 0.24% -2,472 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,078 shares; 2024Q4: 539,170 shares; 2025Q1: 380,178 shares; 2025Q2: 890,919 shares; 2025Q3: 946,924 shares; 2025Q4: 534,617 shares 534,617 $42.1M 0.24% -412,307 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,002 shares; 2024Q4: 153,140 shares; 2025Q1: 120,792 shares; 2025Q2: 124,643 shares; 2025Q3: 125,900 shares; 2025Q4: 132,956 shares 132,956 $41.7M 0.24% +7,056 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,228 shares; 2024Q4: 149,387 shares; 2025Q1: 110,552 shares; 2025Q2: 113,073 shares; 2025Q3: 128,343 shares; 2025Q4: 132,349 shares 132,349 $41.4M 0.24% +4,006 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175,345 shares; 2024Q4: 2,075,112 shares; 2025Q1: 1,769,143 shares; 2025Q2: 2,123,432 shares; 2025Q3: 1,868,690 shares; 2025Q4: 1,213,980 shares 1,213,980 $40M 0.23% -654,710 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,523 shares; 2024Q4: 48,930 shares; 2025Q1: 44,453 shares; 2025Q2: 36,152 shares; 2025Q3: 35,889 shares; 2025Q4: 1,049,261 shares 1,049,261 $40M 0.23% +1,013,372 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,397 shares; 2024Q4: 587,191 shares; 2025Q1: 519,317 shares; 2025Q2: 526,512 shares; 2025Q3: 534,170 shares; 2025Q4: 570,199 shares 570,199 $39.9M 0.23% +36,029 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,402 shares; 2024Q4: 19,829 shares; 2025Q1: 14,436 shares; 2025Q2: 9,919 shares; 2025Q3: 23,195 shares; 2025Q4: 468,784 shares 468,784 $39.3M 0.22% +445,589 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,636 shares; 2024Q4: 139,852 shares; 2025Q1: 128,205 shares; 2025Q2: 119,153 shares; 2025Q3: 91,120 shares; 2025Q4: 1,021,391 shares 1,021,391 $38.8M 0.22% +930,271 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,977 shares; 2024Q4: 21,861 shares; 2025Q1: 25,706 shares; 2025Q2: 22,160 shares; 2025Q3: 804,556 shares; 2025Q4: 646,119 shares 646,119 $38.7M 0.22% -158,437 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549,423 shares; 2024Q4: 598,664 shares; 2025Q1: 719,657 shares; 2025Q2: 748,119 shares; 2025Q3: 766,791 shares; 2025Q4: 767,477 shares 767,477 $38.4M 0.22% +686 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727,840 shares; 2024Q4: 704,833 shares; 2025Q1: 613,545 shares; 2025Q2: 768,958 shares; 2025Q3: 834,806 shares; 2025Q4: 984,370 shares 984,370 $37.4M 0.21% +149,564 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,829 shares; 2024Q4: 154,482 shares; 2025Q1: 123,426 shares; 2025Q2: 139,180 shares; 2025Q3: 140,408 shares; 2025Q4: 162,612 shares 162,612 $37.2M 0.21% +22,204 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,644 shares; 2024Q4: 397,986 shares; 2025Q1: 416,087 shares; 2025Q2: 402,145 shares; 2025Q3: 390,953 shares; 2025Q4: 384,446 shares 384,446 $37M 0.21% -6,507 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525,333 shares; 2024Q4: 500,896 shares; 2025Q1: 446,184 shares; 2025Q2: 445,711 shares; 2025Q3: 433,572 shares; 2025Q4: 411,617 shares 411,617 $36.8M 0.21% -21,955 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 864,754 shares; 2025Q4: 694,290 shares 694,290 $36.5M 0.21% -170,464 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,152 shares; 2024Q4: 106,981 shares; 2025Q1: 112,711 shares; 2025Q2: 94,613 shares; 2025Q3: 257,292 shares; 2025Q4: 243,680 shares 243,680 $36.2M 0.21% -13,612 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,351 shares; 2024Q4: 38,465 shares; 2025Q1: 36,386 shares; 2025Q2: 37,248 shares; 2025Q3: 41,741 shares; 2025Q4: 57,093 shares 57,093 $35.1M 0.2% +15,352 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,500 shares; 2024Q4: 239,806 shares; 2025Q1: 235,708 shares; 2025Q2: 252,113 shares; 2025Q3: 264,066 shares; 2025Q4: 278,727 shares 278,727 $33.5M 0.19% +14,661 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,373 shares; 2024Q4: 93,502 shares; 2025Q1: 32,159 shares; 2025Q2: 34,242 shares; 2025Q3: 78,433 shares; 2025Q4: 119,543 shares 119,543 $30.8M 0.18% +41,110 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 15,146 shares; 2025Q1: 67,828 shares; 2025Q2: 114,269 shares; 2025Q3: 184,968 shares; 2025Q4: 304,662 shares 304,662 $30.6M 0.17% +119,694 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,247 shares; 2024Q4: 46,518 shares; 2025Q1: 6,800 shares; 2025Q2: 6,593 shares; 2025Q3: 251,876 shares; 2025Q4: 209,751 shares 209,751 $30.1M 0.17% -42,125 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,599 shares; 2024Q4: 461,167 shares; 2025Q1: 456,059 shares; 2025Q2: 454,283 shares; 2025Q3: 451,554 shares; 2025Q4: 452,471 shares 452,471 $29.9M 0.17% +917 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,549 shares; 2024Q4: 575,470 shares; 2025Q1: 442,864 shares; 2025Q2: 434,521 shares; 2025Q3: 419,709 shares; 2025Q4: 398,083 shares 398,083 $29.3M 0.17% -21,626 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,642 shares; 2024Q4: 136,661 shares; 2025Q1: 135,019 shares; 2025Q2: 134,410 shares; 2025Q3: 135,128 shares; 2025Q4: 138,634 shares 138,634 $29.2M 0.17% +3,506 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,001 shares; 2024Q4: 326,063 shares; 2025Q1: 322,066 shares; 2025Q2: 330,086 shares; 2025Q3: 324,268 shares; 2025Q4: 304,582 shares 304,582 $28.7M 0.16% -19,686 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,156 shares; 2024Q4: 323,931 shares; 2025Q1: 265,494 shares; 2025Q2: 237,123 shares; 2025Q3: 249,762 shares; 2025Q4: 235,713 shares 235,713 $28.3M 0.16% -14,049 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,607 shares; 2024Q4: 116,282 shares; 2025Q1: 106,572 shares; 2025Q2: 97,637 shares; 2025Q3: 95,168 shares; 2025Q4: 250,648 shares 250,648 $28M 0.16% +155,480 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,252 shares; 2024Q4: 48,109 shares; 2025Q1: 37,552 shares; 2025Q2: 39,857 shares; 2025Q3: 39,494 shares; 2025Q4: 42,223 shares 42,223 $27.9M 0.16% +2,729 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,915 shares; 2024Q4: 679,361 shares; 2025Q1: 682,842 shares; 2025Q2: 676,178 shares; 2025Q3: 666,118 shares; 2025Q4: 842,852 shares 842,852 $27.6M 0.16% +176,734 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,196 shares; 2024Q4: 442,787 shares; 2025Q1: 457,502 shares; 2025Q2: 700,797 shares; 2025Q3: 963,646 shares; 2025Q4: 965,864 shares 965,864 $27.1M 0.15% +2,218 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,408 shares; 2024Q4: 222,831 shares; 2025Q1: 117,982 shares; 2025Q2: 121,303 shares; 2025Q3: 557,485 shares; 2025Q4: 499,845 shares 499,845 $26.9M 0.15% -57,640 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,459 shares; 2024Q4: 67,255 shares; 2025Q1: 67,263 shares; 2025Q2: 68,030 shares; 2025Q3: 69,189 shares; 2025Q4: 68,299 shares 68,299 $26.4M 0.15% -890 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742,283 shares; 2024Q4: 716,803 shares; 2025Q1: 662,858 shares; 2025Q2: 631,767 shares; 2025Q3: 613,381 shares; 2025Q4: 597,285 shares 597,285 $26.3M 0.15% -16,096 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,685 shares; 2024Q4: 61,081 shares; 2025Q1: 44,864 shares; 2025Q2: 47,711 shares; 2025Q3: 46,092 shares; 2025Q4: 45,470 shares 45,470 $26M 0.15% -622 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,516 shares; 2024Q4: 161,179 shares; 2025Q1: 155,204 shares; 2025Q2: 154,886 shares; 2025Q3: 154,092 shares; 2025Q4: 154,912 shares 154,912 $25.7M 0.15% +820 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037,148 shares; 2024Q4: 835,452 shares; 2025Q1: 547,613 shares; 2025Q2: 416,340 shares; 2025Q3: 369,404 shares; 2025Q4: 318,642 shares 318,642 $25.6M 0.15% -50,762 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,278 shares; 2024Q4: 271,843 shares; 2025Q1: 269,831 shares; 2025Q2: 266,442 shares; 2025Q3: 262,953 shares; 2025Q4: 261,714 shares 261,714 $25.4M 0.14% -1,239 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,939 shares; 2024Q4: 33,666 shares; 2025Q1: 20,646 shares; 2025Q2: 20,119 shares; 2025Q3: 104,860 shares; 2025Q4: 523,582 shares 523,582 $25.2M 0.14% +418,722 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,187 shares; 2024Q4: 257,145 shares; 2025Q1: 212,969 shares; 2025Q2: 208,962 shares; 2025Q3: 214,153 shares; 2025Q4: 220,646 shares 220,646 $24.6M 0.14% +6,493 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,997 shares; 2024Q4: 153,315 shares; 2025Q1: 94,507 shares; 2025Q2: 401,724 shares; 2025Q3: 396,939 shares; 2025Q4: 290,287 shares 290,287 $24.6M 0.14% -106,652 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,138 shares; 2024Q4: 212,841 shares; 2025Q1: 167,919 shares; 2025Q2: 173,397 shares; 2025Q3: 168,310 shares; 2025Q4: 170,943 shares 170,943 $24.5M 0.14% +2,633 Timeline VIOV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246,738 shares 246,738 $24.1M 0.14% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,434 shares; 2024Q4: 935,587 shares; 2025Q1: 919,839 shares; 2025Q2: 898,148 shares; 2025Q3: 1,027,646 shares; 2025Q4: 1,000,139 shares 1,000,139 $24M 0.14% -27,507 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,782 shares; 2024Q4: 261,736 shares; 2025Q1: 244,515 shares; 2025Q2: 229,502 shares; 2025Q3: 223,163 shares; 2025Q4: 211,372 shares 211,372 $23.5M 0.13% -11,791 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,124 shares; 2024Q4: 744,024 shares; 2025Q1: 737,053 shares; 2025Q2: 724,647 shares; 2025Q3: 717,063 shares; 2025Q4: 698,653 shares 698,653 $22.8M 0.13% -18,410 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,872 shares; 2024Q4: 321,127 shares; 2025Q1: 309,344 shares; 2025Q2: 270,772 shares; 2025Q3: 203,703 shares; 2025Q4: 932,951 shares 932,951 $22.7M 0.13% +729,248 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,531 shares; 2024Q4: 170,231 shares; 2025Q1: 159,820 shares; 2025Q2: 157,026 shares; 2025Q3: 159,372 shares; 2025Q4: 158,356 shares 158,356 $22.4M 0.13% -1,016 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,567 shares; 2024Q4: 64,126 shares; 2025Q1: 56,496 shares; 2025Q2: 58,064 shares; 2025Q3: 63,482 shares; 2025Q4: 63,644 shares 63,644 $22M 0.13% +162 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 479,178 shares; 2025Q4: 374,936 shares 374,936 $22M 0.13% -104,242 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; 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; 2025Q4: 958,787 shares 958,787 $22M 0.12% +404,919 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,159 shares; 2024Q4: 414,229 shares; 2025Q1: 398,048 shares; 2025Q2: 393,333 shares; 2025Q3: 493,170 shares; 2025Q4: 478,997 shares 478,997 $21.7M 0.12% -14,173 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122,542 shares; 2025Q1: 282,451 shares; 2025Q2: 298,810 shares; 2025Q3: 384,517 shares; 2025Q4: 414,522 shares 414,522 $21M 0.12% +30,005 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,072 shares; 2024Q4: 208,615 shares; 2025Q1: 189,722 shares; 2025Q2: 193,747 shares; 2025Q3: 235,529 shares; 2025Q4: 231,930 shares 231,930 $20.7M 0.12% -3,599 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,902 shares; 2025Q3: 391,204 shares; 2025Q4: 723,257 shares 723,257 $20.4M 0.12% +332,053 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,962 shares; 2024Q4: 54,702 shares; 2025Q1: 53,307 shares; 2025Q2: 48,992 shares; 2025Q3: 50,748 shares; 2025Q4: 48,945 shares 48,945 $20.2M 0.11% -1,803 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,204 shares; 2024Q4: 40,572 shares; 2025Q1: 37,975 shares; 2025Q2: 39,257 shares; 2025Q3: 47,533 shares; 2025Q4: 44,721 shares 44,721 $20.1M 0.11% -2,812 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,771 shares; 2024Q4: 141,063 shares; 2025Q1: 130,716 shares; 2025Q2: 130,369 shares; 2025Q3: 126,226 shares; 2025Q4: 120,833 shares 120,833 $19.4M 0.11% -5,393 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,823 shares; 2024Q4: 72,460 shares; 2025Q1: 54,983 shares; 2025Q2: 63,242 shares; 2025Q3: 64,486 shares; 2025Q4: 63,849 shares 63,849 $19.3M 0.11% -637 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,248 shares; 2024Q4: 228,380 shares; 2025Q1: 210,191 shares; 2025Q2: 214,930 shares; 2025Q3: 210,558 shares; 2025Q4: 218,592 shares 218,592 $19.1M 0.11% +8,034 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,083 shares; 2024Q4: 776,362 shares; 2025Q1: 15,708 shares; 2025Q2: 802,384 shares; 2025Q3: 791,412 shares; 2025Q4: 245,633 shares 245,633 $18.5M 0.11% -545,779 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 891,825 shares; 2025Q1: 956,012 shares; 2025Q2: 834,133 shares; 2025Q3: 828,800 shares; 2025Q4: 797,055 shares 797,055 $18.4M 0.1% -31,745 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170,853 shares; 2024Q4: 916,608 shares; 2025Q1: 615,686 shares; 2025Q2: 459,558 shares; 2025Q3: 385,751 shares; 2025Q4: 315,096 shares 315,096 $18.2M 0.1% -70,655 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,204 shares; 2024Q4: 123,002 shares; 2025Q1: 80,281 shares; 2025Q2: 85,042 shares; 2025Q3: 95,880 shares; 2025Q4: 99,469 shares 99,469 $18.2M 0.1% +3,589 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,194 shares; 2024Q4: 678,444 shares; 2025Q1: 769,679 shares; 2025Q2: 539,377 shares; 2025Q3: 539,098 shares; 2025Q4: 467,402 shares 467,402 $18.1M 0.1% -71,696 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,586 shares; 2024Q4: 47,065 shares; 2025Q1: 46,899 shares; 2025Q2: 59,722 shares; 2025Q3: 60,124 shares; 2025Q4: 48,079 shares 48,079 $18M 0.1% -12,045 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 260,221 shares; 2025Q1: 293,254 shares; 2025Q2: 415,990 shares; 2025Q3: 408,224 shares; 2025Q4: 395,043 shares 395,043 $18M 0.1% -13,181 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,614 shares; 2024Q4: 61,968 shares; 2025Q1: 48,492 shares; 2025Q2: 50,107 shares; 2025Q3: 51,578 shares; 2025Q4: 51,764 shares 51,764 $17.8M 0.1% +186 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,199 shares; 2024Q4: 87,544 shares; 2025Q1: 84,945 shares; 2025Q2: 86,265 shares; 2025Q3: 85,416 shares; 2025Q4: 83,433 shares 83,433 $17.7M 0.1% -1,983 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,979 shares; 2024Q4: 185,442 shares; 2025Q1: 165,779 shares; 2025Q2: 144,303 shares; 2025Q3: 156,724 shares; 2025Q4: 149,296 shares 149,296 $17M 0.1% -7,428 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,264 shares; 2024Q4: 117,187 shares; 2025Q1: 106,431 shares; 2025Q2: 111,558 shares; 2025Q3: 125,169 shares; 2025Q4: 132,015 shares 132,015 $16.5M 0.09% +6,846 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,234 shares; 2024Q4: 85,487 shares; 2025Q1: 77,033 shares; 2025Q2: 77,221 shares; 2025Q3: 79,454 shares; 2025Q4: 81,450 shares 81,450 $15.9M 0.09% +1,996 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,325 shares; 2024Q4: 123,035 shares; 2025Q1: 124,157 shares; 2025Q2: 151,857 shares; 2025Q3: 150,164 shares; 2025Q4: 128,483 shares 128,483 $15.8M 0.09% -21,681 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,665 shares; 2024Q4: 155,049 shares; 2025Q1: 147,604 shares; 2025Q2: 139,675 shares; 2025Q3: 138,040 shares; 2025Q4: 135,575 shares 135,575 $15.8M 0.09% -2,465 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,830 shares; 2024Q4: 248,195 shares; 2025Q1: 262,765 shares; 2025Q2: 289,896 shares; 2025Q3: 297,968 shares; 2025Q4: 328,940 shares 328,940 $15.7M 0.09% +30,972 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,061 shares; 2024Q4: 105,052 shares; 2025Q1: 88,846 shares; 2025Q2: 85,275 shares; 2025Q3: 84,815 shares; 2025Q4: 85,005 shares 85,005 $15.4M 0.09% +190 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,606 shares; 2024Q4: 114,727 shares; 2025Q1: 103,861 shares; 2025Q2: 92,147 shares; 2025Q3: 149,460 shares; 2025Q4: 147,964 shares 147,964 $15.2M 0.09% -1,496 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,864 shares; 2024Q4: 50,104 shares; 2025Q1: 46,738 shares; 2025Q2: 49,073 shares; 2025Q3: 49,897 shares; 2025Q4: 48,843 shares 48,843 $14.9M 0.08% -1,054 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,816 shares; 2024Q4: 213,085 shares; 2025Q1: 182,184 shares; 2025Q2: 193,959 shares; 2025Q3: 242,604 shares; 2025Q4: 189,191 shares 189,191 $14.7M 0.08% -53,413 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 20,613 shares; 2025Q1: 19,162 shares; 2025Q2: 647,734 shares; 2025Q3: 640,806 shares; 2025Q4: 254,817 shares 254,817 $14.6M 0.08% -385,989 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,874 shares; 2024Q4: 508,035 shares; 2025Q1: 497,632 shares; 2025Q2: 486,504 shares; 2025Q3: 489,341 shares; 2025Q4: 479,513 shares 479,513 $14.4M 0.08% -9,828 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,638 shares; 2024Q4: 201,676 shares; 2025Q1: 182,930 shares; 2025Q2: 188,720 shares; 2025Q3: 185,283 shares; 2025Q4: 186,925 shares 186,925 $14.4M 0.08% +1,642 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,333 shares; 2024Q4: 44,038 shares; 2025Q1: 35,851 shares; 2025Q2: 38,680 shares; 2025Q3: 40,781 shares; 2025Q4: 40,543 shares 40,543 $14.2M 0.08% -238 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,150 shares; 2024Q4: 411,317 shares; 2025Q1: 429,327 shares; 2025Q2: 445,745 shares; 2025Q3: 524,440 shares; 2025Q4: 542,668 shares 542,668 $13.7M 0.08% +18,228 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,919 shares; 2024Q4: 381,582 shares; 2025Q1: 221,758 shares; 2025Q2: 230,808 shares; 2025Q3: 233,821 shares; 2025Q4: 243,981 shares 243,981 $13.4M 0.08% +10,160 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,284 shares; 2024Q4: 603,311 shares; 2025Q1: 573,540 shares; 2025Q2: 545,887 shares; 2025Q3: 526,637 shares; 2025Q4: 501,778 shares 501,778 $13.3M 0.08% -24,859 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,428 shares; 2024Q4: 25,217 shares; 2025Q1: 20,316 shares; 2025Q2: 20,339 shares; 2025Q3: 20,502 shares; 2025Q4: 22,021 shares 22,021 $13.3M 0.08% +1,519 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,084 shares; 2024Q4: 95,245 shares; 2025Q1: 66,121 shares; 2025Q2: 67,514 shares; 2025Q3: 79,401 shares; 2025Q4: 84,455 shares 84,455 $12.9M 0.07% +5,054 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,173 shares; 2024Q4: 17,144 shares; 2025Q1: 17,156 shares; 2025Q2: 15,009 shares; 2025Q3: 63,690 shares; 2025Q4: 157,209 shares 157,209 $12.5M 0.07% +93,519 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,038 shares; 2024Q4: 56,333 shares; 2025Q1: 35,364 shares; 2025Q2: 38,472 shares; 2025Q3: 40,720 shares; 2025Q4: 40,687 shares 40,687 $12.1M 0.07% -33 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,003 shares; 2025Q2: 118,898 shares; 2025Q3: 183,944 shares; 2025Q4: 238,223 shares 238,223 $12M 0.07% +54,279 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,483 shares; 2024Q4: 84,955 shares; 2025Q1: 79,964 shares; 2025Q2: 81,302 shares; 2025Q3: 80,843 shares; 2025Q4: 81,061 shares 81,061 $11.6M 0.07% +218 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,451 shares; 2024Q4: 78,250 shares; 2025Q1: 75,864 shares; 2025Q2: 76,109 shares; 2025Q3: 77,533 shares; 2025Q4: 81,224 shares 81,224 $11.5M 0.07% +3,691 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 379,371 shares; 2025Q1: 376,306 shares; 2025Q2: 376,551 shares; 2025Q3: 375,801 shares; 2025Q4: 376,268 shares 376,268 $11.4M 0.06% +467 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,555 shares; 2024Q4: 38,928 shares; 2025Q1: 36,752 shares; 2025Q2: 36,601 shares; 2025Q3: 37,488 shares; 2025Q4: 38,708 shares 38,708 $11.2M 0.06% +1,220 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,827 shares 148,827 $11.2M 0.06% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,077 shares; 2024Q4: 86,896 shares; 2025Q1: 85,552 shares; 2025Q2: 84,435 shares; 2025Q3: 84,710 shares; 2025Q4: 80,533 shares 80,533 $11.2M 0.06% -4,177 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,953 shares; 2024Q4: 224,478 shares; 2025Q1: 217,434 shares; 2025Q2: 183,769 shares; 2025Q3: 175,244 shares; 2025Q4: 218,374 shares 218,374 $11M 0.06% +43,130 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,568 shares; 2024Q4: 20,756 shares; 2025Q1: 17,674 shares; 2025Q2: 19,301 shares; 2025Q3: 18,331 shares; 2025Q4: 19,334 shares 19,334 $11M 0.06% +1,003 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,089 shares; 2024Q4: 82,114 shares; 2025Q1: 41,864 shares; 2025Q2: 41,450 shares; 2025Q3: 40,720 shares; 2025Q4: 40,909 shares 40,909 $11M 0.06% +189 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,735 shares; 2024Q4: 48,888 shares; 2025Q1: 46,123 shares; 2025Q2: 47,890 shares; 2025Q3: 50,927 shares; 2025Q4: 49,701 shares 49,701 $10.9M 0.06% -1,226 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,520 shares; 2024Q4: 101,059 shares; 2025Q1: 85,352 shares; 2025Q2: 72,730 shares; 2025Q3: 69,994 shares; 2025Q4: 64,785 shares 64,785 $10.9M 0.06% -5,209 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,581 shares; 2024Q4: 23,519 shares; 2025Q1: 23,139 shares; 2025Q2: 77,082 shares; 2025Q3: 76,882 shares; 2025Q4: 35,931 shares 35,931 $10.9M 0.06% -40,951 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,827 shares; 2025Q2: 40,491 shares; 2025Q3: 94,131 shares; 2025Q4: 106,331 shares 106,331 $10.8M 0.06% +12,200 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,410 shares; 2024Q4: 118,411 shares; 2025Q1: 322,999 shares; 2025Q2: 463,446 shares; 2025Q3: 453,304 shares; 2025Q4: 457,992 shares 457,992 $10.7M 0.06% +4,688 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,813 shares; 2024Q4: 210,376 shares; 2025Q1: 195,728 shares; 2025Q2: 172,167 shares; 2025Q3: 153,186 shares; 2025Q4: 152,383 shares 152,383 $10.6M 0.06% -803 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788,091 shares; 2024Q4: 624,013 shares; 2025Q1: 425,739 shares; 2025Q2: 319,561 shares; 2025Q3: 276,831 shares; 2025Q4: 224,056 shares 224,056 $10.5M 0.06% -52,775 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,608 shares; 2024Q4: 14,009 shares; 2025Q1: 10,888 shares; 2025Q2: 11,545 shares; 2025Q3: 12,615 shares; 2025Q4: 12,075 shares 12,075 $10.4M 0.06% -540 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,825 shares; 2024Q4: 258,633 shares; 2025Q1: 229,662 shares; 2025Q2: 212,691 shares; 2025Q3: 197,678 shares; 2025Q4: 182,618 shares 182,618 $10.4M 0.06% -15,060 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,611 shares; 2024Q4: 74,518 shares; 2025Q1: 21,961 shares; 2025Q2: 22,970 shares; 2025Q3: 63,417 shares; 2025Q4: 64,074 shares 64,074 $10.3M 0.06% +657 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,940 shares; 2024Q4: 31,238 shares; 2025Q1: 22,683 shares; 2025Q2: 22,741 shares; 2025Q3: 26,306 shares; 2025Q4: 25,801 shares 25,801 $10.2M 0.06% -505 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241,114 shares 241,114 $10M 0.06% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,828 shares; 2024Q4: 39,521 shares; 2025Q1: 41,545 shares; 2025Q2: 42,201 shares; 2025Q3: 40,661 shares; 2025Q4: 42,757 shares 42,757 $9.79M 0.06% +2,096 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 915,589 shares; 2025Q3: 902,641 shares; 2025Q4: 310,439 shares 310,439 $9.76M 0.06% -592,202 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,480 shares; 2024Q4: 202,734 shares; 2025Q1: 197,215 shares; 2025Q2: 187,418 shares; 2025Q3: 182,135 shares; 2025Q4: 169,584 shares 169,584 $9.63M 0.05% -12,551 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,692 shares; 2024Q4: 95,767 shares; 2025Q1: 88,403 shares; 2025Q2: 91,959 shares; 2025Q3: 95,782 shares; 2025Q4: 102,766 shares 102,766 $9.58M 0.05% +6,984 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,980 shares; 2024Q4: 86,774 shares; 2025Q1: 80,446 shares; 2025Q2: 75,817 shares; 2025Q3: 75,228 shares; 2025Q4: 72,319 shares 72,319 $9.57M 0.05% -2,909 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,766 shares; 2025Q4: 95,081 shares 95,081 $9.55M 0.05% +61,315 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,647 shares; 2024Q4: 306,896 shares; 2025Q1: 210,837 shares; 2025Q2: 201,860 shares; 2025Q3: 304,075 shares; 2025Q4: 298,827 shares 298,827 $9.42M 0.05% -5,248 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,158 shares; 2024Q4: 153,509 shares; 2025Q1: 78,429 shares; 2025Q2: 82,241 shares; 2025Q3: 83,488 shares; 2025Q4: 88,272 shares 88,272 $9.29M 0.05% +4,784 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,163 shares; 2024Q4: 41,319 shares; 2025Q1: 24,170 shares; 2025Q2: 25,233 shares; 2025Q3: 26,043 shares; 2025Q4: 25,060 shares 25,060 $9.27M 0.05% -983 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,896 shares; 2024Q4: 21,691 shares; 2025Q1: 21,305 shares; 2025Q2: 20,949 shares; 2025Q3: 20,971 shares; 2025Q4: 20,695 shares 20,695 $9.2M 0.05% -276 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,345 shares; 2024Q4: 95,921 shares; 2025Q1: 91,328 shares; 2025Q2: 89,225 shares; 2025Q3: 85,468 shares; 2025Q4: 97,101 shares 97,101 $9.14M 0.05% +11,633 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,451 shares; 2024Q4: 75,844 shares; 2025Q1: 69,200 shares; 2025Q2: 354,656 shares; 2025Q3: 345,581 shares; 2025Q4: 219,550 shares 219,550 $8.97M 0.05% -126,031 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,956 shares; 2024Q4: 21,866 shares; 2025Q1: 19,795 shares; 2025Q2: 19,078 shares; 2025Q3: 27,097 shares; 2025Q4: 26,887 shares 26,887 $8.88M 0.05% -210 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,616 shares; 2024Q4: 59,533 shares; 2025Q1: 27,994 shares; 2025Q2: 27,927 shares; 2025Q3: 27,795 shares; 2025Q4: 28,324 shares 28,324 $8.79M 0.05% +529 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,719 shares; 2024Q4: 18,403 shares; 2025Q1: 10,237 shares; 2025Q2: 10,651 shares; 2025Q3: 10,563 shares; 2025Q4: 10,510 shares 10,510 $8.62M 0.05% -53 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,871 shares; 2024Q4: 11,903 shares; 2025Q1: 8,167 shares; 2025Q2: 8,697 shares; 2025Q3: 8,792 shares; 2025Q4: 90,118 shares 90,118 $8.45M 0.05% +81,326 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 198,131 shares 198,131 $8.32M 0.05% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 11 shares; 2025Q4: 11 shares 11 $8.3M 0.05% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,630 shares; 2024Q4: 30,676 shares; 2025Q1: 33,535 shares; 2025Q2: 33,524 shares; 2025Q3: 34,993 shares; 2025Q4: 38,622 shares 38,622 $8.27M 0.05% +3,629 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,514 shares; 2024Q4: 39,316 shares; 2025Q1: 20,059 shares; 2025Q2: 22,272 shares; 2025Q3: 22,871 shares; 2025Q4: 26,498 shares 26,498 $8.16M 0.05% +3,627 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,347 shares; 2024Q4: 5,119 shares; 2025Q1: 4,079 shares; 2025Q2: 5,687 shares; 2025Q3: 98,543 shares; 2025Q4: 102,117 shares 102,117 $7.95M 0.05% +3,574 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,239 shares; 2024Q4: 84,633 shares; 2025Q1: 80,686 shares; 2025Q2: 80,306 shares; 2025Q3: 82,073 shares; 2025Q4: 82,003 shares 82,003 $7.89M 0.04% -70 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,368 shares; 2024Q4: 28,169 shares; 2025Q1: 21,035 shares; 2025Q2: 21,883 shares; 2025Q3: 21,726 shares; 2025Q4: 24,049 shares 24,049 $7.87M 0.04% +2,323 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,204 shares; 2024Q4: 127,896 shares; 2025Q1: 94,477 shares; 2025Q2: 97,519 shares; 2025Q3: 98,146 shares; 2025Q4: 97,598 shares 97,598 $7.84M 0.04% -548 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,093 shares; 2024Q4: 165,657 shares; 2025Q1: 156,518 shares; 2025Q2: 152,783 shares; 2025Q3: 242,941 shares; 2025Q4: 238,720 shares 238,720 $7.82M 0.04% -4,221 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,950 shares; 2024Q4: 10,715 shares; 2025Q1: 10,795 shares; 2025Q2: 11,827 shares; 2025Q3: 24,299 shares; 2025Q4: 24,446 shares 24,446 $7.7M 0.04% +147 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,978 shares; 2024Q4: 40,029 shares; 2025Q1: 39,431 shares; 2025Q2: 38,147 shares; 2025Q3: 38,097 shares; 2025Q4: 37,490 shares 37,490 $7.68M 0.04% -607 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,350 shares; 2024Q4: 87,282 shares; 2025Q1: 72,757 shares; 2025Q2: 62,139 shares; 2025Q3: 73,124 shares; 2025Q4: 71,552 shares 71,552 $7.66M 0.04% -1,572 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,221 shares; 2024Q4: 144,499 shares; 2025Q1: 131,643 shares; 2025Q2: 131,262 shares; 2025Q3: 131,439 shares; 2025Q4: 132,810 shares 132,810 $7.66M 0.04% +1,371 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,555 shares; 2024Q4: 16,697 shares; 2025Q1: 12,069 shares; 2025Q2: 20,087 shares; 2025Q3: 23,522 shares; 2025Q4: 24,883 shares 24,883 $7.56M 0.04% +1,361 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,828 shares; 2024Q4: 25,000 shares; 2025Q1: 24,691 shares; 2025Q2: 23,156 shares; 2025Q3: 23,001 shares; 2025Q4: 23,392 shares 23,392 $7.56M 0.04% +391 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,436 shares; 2024Q4: 361,490 shares; 2025Q1: 347,964 shares; 2025Q2: 324,227 shares; 2025Q3: 308,672 shares; 2025Q4: 289,556 shares 289,556 $7.46M 0.04% -19,116 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,447 shares; 2024Q4: 51,022 shares; 2025Q1: 50,484 shares; 2025Q2: 48,230 shares; 2025Q3: 48,128 shares; 2025Q4: 46,270 shares 46,270 $7.4M 0.04% -1,858 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,337 shares; 2025Q4: 135,030 shares 135,030 $7.3M 0.04% +116,693 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,730 shares; 2024Q4: 83,734 shares; 2025Q1: 58,537 shares; 2025Q2: 58,288 shares; 2025Q3: 59,966 shares; 2025Q4: 61,723 shares 61,723 $7.23M 0.04% +1,757 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,434 shares; 2024Q4: 78,297 shares; 2025Q1: 37,800 shares; 2025Q2: 36,432 shares; 2025Q3: 34,767 shares; 2025Q4: 33,305 shares 33,305 $6.96M 0.04% -1,462 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,720 shares; 2024Q4: 25,047 shares; 2025Q1: 23,588 shares; 2025Q2: 23,089 shares; 2025Q3: 22,951 shares; 2025Q4: 22,250 shares 22,250 $6.88M 0.04% -701 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,736 shares; 2024Q4: 309,697 shares; 2025Q1: 282,167 shares; 2025Q2: 303,703 shares; 2025Q3: 304,459 shares; 2025Q4: 272,954 shares 272,954 $6.78M 0.04% -31,505 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,922 shares; 2024Q4: 14,202 shares; 2025Q1: 14,015 shares; 2025Q2: 14,375 shares; 2025Q3: 14,062 shares; 2025Q4: 14,516 shares 14,516 $6.76M 0.04% +454 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 146,951 shares; 2025Q1: 144,073 shares; 2025Q2: 144,105 shares; 2025Q3: 141,593 shares; 2025Q4: 133,008 shares 133,008 $6.73M 0.04% -8,585 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,120 shares; 2024Q4: 84,870 shares; 2025Q1: 80,105 shares; 2025Q2: 79,307 shares; 2025Q3: 82,446 shares; 2025Q4: 80,522 shares 80,522 $6.64M 0.04% -1,924 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,810 shares; 2024Q4: 10,995 shares; 2025Q1: 11,364 shares; 2025Q2: 11,458 shares; 2025Q3: 11,559 shares; 2025Q4: 18,799 shares 18,799 $6.63M 0.04% +7,240 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,927 shares; 2024Q4: 3,854 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,787 shares; 2025Q4: 61,728 shares 61,728 $6.59M 0.04% -2,059 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,632 shares; 2024Q4: 37,404 shares; 2025Q1: 31,071 shares; 2025Q2: 35,487 shares; 2025Q3: 36,969 shares; 2025Q4: 36,740 shares 36,740 $6.52M 0.04% -229 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,218 shares; 2024Q4: 7,513 shares; 2025Q1: 6,487 shares; 2025Q2: 7,173 shares; 2025Q3: 7,174 shares; 2025Q4: 7,402 shares 7,402 $6.51M 0.04% +228 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,408 shares; 2024Q4: 68,787 shares; 2025Q1: 68,152 shares; 2025Q2: 65,964 shares; 2025Q3: 70,233 shares; 2025Q4: 70,316 shares 70,316 $6.49M 0.04% +83 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,954 shares; 2024Q4: 65,140 shares; 2025Q1: 53,169 shares; 2025Q2: 55,872 shares; 2025Q3: 59,954 shares; 2025Q4: 56,619 shares 56,619 $6.44M 0.04% -3,335 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,789 shares; 2024Q4: 152,096 shares; 2025Q1: 149,450 shares; 2025Q2: 145,022 shares; 2025Q3: 138,802 shares; 2025Q4: 137,274 shares 137,274 $6.43M 0.04% -1,528 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,357 shares; 2024Q4: 220,276 shares; 2025Q1: 185,000 shares; 2025Q2: 175,224 shares; 2025Q3: 184,585 shares; 2025Q4: 176,033 shares 176,033 $6.35M 0.04% -8,552 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,085 shares; 2024Q4: 42,484 shares; 2025Q1: 41,301 shares; 2025Q2: 42,868 shares; 2025Q3: 49,724 shares; 2025Q4: 71,707 shares 71,707 $6.35M 0.04% +21,983 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,616 shares; 2024Q4: 41,444 shares; 2025Q1: 28,049 shares; 2025Q2: 26,312 shares; 2025Q3: 26,186 shares; 2025Q4: 26,188 shares 26,188 $6.06M 0.03% +2 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,079 shares; 2024Q4: 108,645 shares; 2025Q1: 109,785 shares; 2025Q2: 117,580 shares; 2025Q3: 130,366 shares; 2025Q4: 213,131 shares 213,131 $5.8M 0.03% +82,765 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,823 shares; 2024Q4: 190,061 shares; 2025Q1: 161,837 shares; 2025Q2: 161,592 shares; 2025Q3: 169,549 shares; 2025Q4: 179,118 shares 179,118 $5.74M 0.03% +9,569 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 192,150 shares; 2025Q1: 160,898 shares; 2025Q2: 126,382 shares; 2025Q3: 146,595 shares; 2025Q4: 114,106 shares 114,106 $5.74M 0.03% -32,489 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,268 shares; 2024Q4: 173,785 shares; 2025Q1: 178,321 shares; 2025Q2: 134,170 shares; 2025Q3: 123,569 shares; 2025Q4: 113,113 shares 113,113 $5.72M 0.03% -10,456 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,991 shares; 2024Q4: 120,274 shares; 2025Q1: 123,417 shares; 2025Q2: 126,792 shares; 2025Q3: 124,129 shares; 2025Q4: 137,352 shares 137,352 $5.7M 0.03% +13,223 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,000 shares; 2024Q4: 74,341 shares; 2025Q1: 56,045 shares; 2025Q2: 57,093 shares; 2025Q3: 53,126 shares; 2025Q4: 51,831 shares 51,831 $5.67M 0.03% -1,295 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,531 shares; 2024Q4: 14,373 shares; 2025Q1: 15,315 shares; 2025Q2: 16,945 shares; 2025Q3: 18,131 shares; 2025Q4: 19,820 shares 19,820 $5.66M 0.03% +1,689 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 328,291 shares; 2025Q4: 324,280 shares 324,280 $5.65M 0.03% -4,011 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,789 shares; 2025Q1: 72,787 shares; 2025Q2: 72,869 shares; 2025Q3: 72,733 shares; 2025Q4: 74,614 shares 74,614 $5.63M 0.03% +1,881 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,937 shares; 2024Q4: 35,531 shares; 2025Q1: 35,500 shares; 2025Q2: 35,029 shares; 2025Q3: 34,944 shares; 2025Q4: 40,138 shares 40,138 $5.5M 0.03% +5,194 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,173 shares; 2024Q4: 39,379 shares; 2025Q1: 37,599 shares; 2025Q2: 43,320 shares; 2025Q3: 44,260 shares; 2025Q4: 44,437 shares 44,437 $5.41M 0.03% +177 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,672 shares; 2024Q4: 96,630 shares; 2025Q1: 86,232 shares; 2025Q2: 82,951 shares; 2025Q3: 81,724 shares; 2025Q4: 78,959 shares 78,959 $5.38M 0.03% -2,765 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,030 shares; 2024Q4: 94,410 shares; 2025Q1: 92,801 shares; 2025Q2: 93,407 shares; 2025Q3: 96,213 shares; 2025Q4: 97,985 shares 97,985 $5.36M 0.03% +1,772 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,697 shares; 2024Q4: 40,021 shares; 2025Q1: 37,420 shares; 2025Q2: 36,886 shares; 2025Q3: 36,964 shares; 2025Q4: 58,369 shares 58,369 $5.31M 0.03% +21,405 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,871 shares; 2025Q2: 85,533 shares; 2025Q3: 86,169 shares; 2025Q4: 83,717 shares 83,717 $5.28M 0.03% -2,452 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,802 shares; 2024Q4: 19,280 shares; 2025Q1: 17,879 shares; 2025Q2: 18,086 shares; 2025Q3: 18,249 shares; 2025Q4: 36,387 shares 36,387 $5.24M 0.03% +18,138 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,642 shares; 2025Q1: 37,587 shares; 2025Q2: 38,472 shares; 2025Q3: 38,745 shares; 2025Q4: 39,287 shares 39,287 $5.15M 0.03% +542 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,385 shares; 2024Q4: 49,406 shares; 2025Q1: 43,695 shares; 2025Q2: 48,280 shares; 2025Q3: 53,449 shares; 2025Q4: 51,464 shares 51,464 $5.14M 0.03% -1,985 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,665 shares; 2024Q4: 47,813 shares; 2025Q1: 27,446 shares; 2025Q2: 35,700 shares; 2025Q3: 35,412 shares; 2025Q4: 32,003 shares 32,003 $5.13M 0.03% -3,409 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,655 shares; 2024Q4: 21,949 shares; 2025Q1: 17,129 shares; 2025Q2: 16,818 shares; 2025Q3: 17,140 shares; 2025Q4: 17,708 shares 17,708 $5.12M 0.03% +568 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 8,768 shares; 2025Q1: 7,671 shares; 2025Q2: 20,185 shares; 2025Q3: 21,242 shares; 2025Q4: 20,958 shares 20,958 $5.08M 0.03% -284 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 367,970 shares; 2025Q2: 281,509 shares; 2025Q3: 231,333 shares; 2025Q4: 133,050 shares 133,050 $5.07M 0.03% -98,283 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,162 shares; 2024Q4: 20,236 shares; 2025Q1: 18,803 shares; 2025Q2: 19,473 shares; 2025Q3: 19,068 shares; 2025Q4: 19,663 shares 19,663 $5.05M 0.03% +595 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,266 shares; 2024Q4: 84,993 shares; 2025Q1: 84,997 shares; 2025Q2: 84,934 shares; 2025Q3: 84,968 shares; 2025Q4: 85,208 shares 85,208 $5.04M 0.03% +240 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,118 shares; 2024Q4: 48,822 shares; 2025Q1: 17,496 shares; 2025Q2: 18,259 shares; 2025Q3: 18,427 shares; 2025Q4: 18,392 shares 18,392 $5.02M 0.03% -35 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,468 shares; 2024Q4: 55,488 shares; 2025Q1: 54,276 shares; 2025Q2: 53,089 shares; 2025Q3: 54,703 shares; 2025Q4: 52,182 shares 52,182 $4.96M 0.03% -2,521 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,594 shares; 2024Q4: 11,191 shares; 2025Q1: 17,868 shares; 2025Q2: 19,353 shares; 2025Q3: 19,256 shares; 2025Q4: 18,935 shares 18,935 $4.87M 0.03% -321 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,651 shares; 2024Q4: 34,201 shares; 2025Q1: 17,927 shares; 2025Q2: 20,868 shares; 2025Q3: 22,745 shares; 2025Q4: 24,301 shares 24,301 $4.74M 0.03% +1,556 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,199 shares; 2024Q4: 107,167 shares; 2025Q1: 146,401 shares; 2025Q2: 208,987 shares; 2025Q3: 267,379 shares; 2025Q4: 453,084 shares 453,084 $4.71M 0.03% +185,705 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,718 shares; 2024Q4: 171,775 shares; 2025Q1: 152,138 shares; 2025Q2: 134,571 shares; 2025Q3: 130,087 shares; 2025Q4: 101,443 shares 101,443 $4.66M 0.03% -28,644 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,808 shares; 2024Q4: 7,825 shares; 2025Q1: 6,749 shares; 2025Q2: 6,563 shares; 2025Q3: 7,072 shares; 2025Q4: 7,956 shares 7,956 $4.61M 0.03% +884 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,279 shares; 2024Q4: 9,910 shares; 2025Q1: 7,183 shares; 2025Q2: 8,182 shares; 2025Q3: 7,515 shares; 2025Q4: 9,491 shares 9,491 $4.59M 0.03% +1,976 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,540 shares; 2024Q4: 45,911 shares; 2025Q1: 26,824 shares; 2025Q2: 27,435 shares; 2025Q3: 27,978 shares; 2025Q4: 28,227 shares 28,227 $4.59M 0.03% +249 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 4,582 shares; 2025Q1: 5,047 shares; 2025Q2: 6,062 shares; 2025Q3: 5,928 shares; 2025Q4: 6,043 shares 6,043 $4.56M 0.03% +115 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,341 shares; 2024Q4: 19,168 shares; 2025Q1: 16,475 shares; 2025Q2: 17,658 shares; 2025Q3: 18,537 shares; 2025Q4: 18,854 shares 18,854 $4.55M 0.03% +317 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,741 shares; 2025Q3: 139,060 shares; 2025Q4: 132,575 shares 132,575 $4.54M 0.03% -6,485 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,314 shares; 2025Q3: 124,901 shares; 2025Q4: 66,683 shares 66,683 $4.5M 0.03% -58,218 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 9,075 shares; 2025Q1: 9,183 shares; 2025Q2: 9,133 shares; 2025Q3: 9,222 shares; 2025Q4: 11,642 shares 11,642 $4.46M 0.03% +2,420 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,802 shares; 2024Q4: 18,300 shares; 2025Q1: 16,624 shares; 2025Q2: 19,240 shares; 2025Q3: 19,818 shares; 2025Q4: 79,039 shares 79,039 $4.46M 0.03% +59,221 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,790 shares; 2025Q1: 19,574 shares; 2025Q2: 25,660 shares; 2025Q3: 26,068 shares; 2025Q4: 26,009 shares 26,009 $4.45M 0.03% -59 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,387 shares; 2024Q4: 12,823 shares; 2025Q1: 12,405 shares; 2025Q2: 13,201 shares; 2025Q3: 12,537 shares; 2025Q4: 12,582 shares 12,582 $4.44M 0.03% +45 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,206 shares; 2024Q4: 47,405 shares; 2025Q1: 42,544 shares; 2025Q2: 47,351 shares; 2025Q3: 47,678 shares; 2025Q4: 46,990 shares 46,990 $4.4M 0.03% -688 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,100 shares; 2024Q4: 22,729 shares; 2025Q1: 18,265 shares; 2025Q2: 18,808 shares; 2025Q3: 18,803 shares; 2025Q4: 20,182 shares 20,182 $4.38M 0.02% +1,379 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,433 shares; 2024Q4: 3,710 shares; 2025Q1: 5,373 shares; 2025Q2: 5,330 shares; 2025Q3: 5,272 shares; 2025Q4: 4,864 shares 4,864 $4.28M 0.02% -408 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,668 shares; 2024Q4: 16,872 shares; 2025Q1: 15,547 shares; 2025Q2: 16,201 shares; 2025Q3: 15,369 shares; 2025Q4: 15,273 shares 15,273 $4.26M 0.02% -96 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,341 shares; 2025Q1: 3,493 shares; 2025Q2: 3,739 shares; 2025Q3: 3,933 shares; 2025Q4: 3,976 shares 3,976 $4.26M 0.02% +43 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,194 shares; 2024Q4: 9,324 shares; 2025Q1: 4,671 shares; 2025Q2: 5,005 shares; 2025Q3: 5,452 shares; 2025Q4: 6,375 shares 6,375 $4.17M 0.02% +923 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,235 shares; 2024Q4: 80,903 shares; 2025Q1: 81,458 shares; 2025Q2: 76,705 shares; 2025Q3: 74,452 shares; 2025Q4: 94,938 shares 94,938 $4.07M 0.02% +20,486 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,724 shares; 2024Q4: 23,699 shares; 2025Q1: 20,366 shares; 2025Q2: 22,062 shares; 2025Q3: 22,950 shares; 2025Q4: 22,890 shares 22,890 $4.06M 0.02% -60 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,983 shares; 2024Q4: 32,282 shares; 2025Q1: 19,615 shares; 2025Q2: 23,257 shares; 2025Q3: 27,080 shares; 2025Q4: 26,253 shares 26,253 $4.03M 0.02% -827 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,114 shares; 2024Q4: 12,211 shares; 2025Q1: 11,772 shares; 2025Q2: 13,226 shares; 2025Q3: 14,307 shares; 2025Q4: 13,866 shares 13,866 $4.02M 0.02% -441 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,029 shares; 2024Q4: 179,800 shares; 2025Q1: 26,867 shares; 2025Q2: 28,555 shares; 2025Q3: 19,782 shares; 2025Q4: 18,304 shares 18,304 $4.02M 0.02% -1,478 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,490 shares; 2024Q4: 234,529 shares; 2025Q1: 162,725 shares; 2025Q2: 158,700 shares; 2025Q3: 173,795 shares; 2025Q4: 161,492 shares 161,492 $4.02M 0.02% -12,303 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,789 shares; 2024Q4: 128,492 shares; 2025Q1: 126,386 shares; 2025Q2: 125,951 shares; 2025Q3: 123,298 shares; 2025Q4: 110,868 shares 110,868 $3.98M 0.02% -12,430 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,032 shares; 2024Q4: 62,511 shares; 2025Q1: 60,812 shares; 2025Q2: 60,735 shares; 2025Q3: 94,538 shares; 2025Q4: 86,773 shares 86,773 $3.91M 0.02% -7,765 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,043 shares; 2024Q4: 23,940 shares; 2025Q1: 22,055 shares; 2025Q2: 23,331 shares; 2025Q3: 23,773 shares; 2025Q4: 27,229 shares 27,229 $3.91M 0.02% +3,456 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 10,044 shares; 2025Q1: 15,217 shares; 2025Q2: 15,237 shares; 2025Q3: 15,238 shares; 2025Q4: 15,244 shares 15,244 $3.85M 0.02% +6 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,623 shares; 2024Q4: 104,107 shares; 2025Q1: 55,606 shares; 2025Q2: 63,599 shares; 2025Q3: 63,465 shares; 2025Q4: 66,451 shares 66,451 $3.83M 0.02% +2,986 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,187 shares; 2024Q4: 24,422 shares; 2025Q1: 18,949 shares; 2025Q2: 22,402 shares; 2025Q3: 22,269 shares; 2025Q4: 22,349 shares 22,349 $3.82M 0.02% +80 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,746 shares; 2024Q4: 14,363 shares; 2025Q1: 13,858 shares; 2025Q2: 13,231 shares; 2025Q3: 21,358 shares; 2025Q4: 23,743 shares 23,743 $3.82M 0.02% +2,385 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 19,722 shares; 2025Q1: 12,844 shares; 2025Q2: 16,028 shares; 2025Q3: 17,986 shares; 2025Q4: 21,464 shares 21,464 $3.82M 0.02% +3,478 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,400 shares; 2024Q4: 96,631 shares; 2025Q1: 50,899 shares; 2025Q2: 56,555 shares; 2025Q3: 53,483 shares; 2025Q4: 70,505 shares 70,505 $3.8M 0.02% +17,022 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,243 shares; 2024Q4: 5,942 shares; 2025Q1: 5,205 shares; 2025Q2: 6,309 shares; 2025Q3: 6,836 shares; 2025Q4: 6,639 shares 6,639 $3.79M 0.02% -197 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,963 shares; 2024Q4: 7,442 shares; 2025Q1: 7,458 shares; 2025Q2: 7,799 shares; 2025Q3: 7,483 shares; 2025Q4: 7,867 shares 7,867 $3.78M 0.02% +384 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,743 shares; 2024Q4: 65,509 shares; 2025Q1: 60,703 shares; 2025Q2: 79,095 shares; 2025Q3: 136,528 shares; 2025Q4: 116,058 shares 116,058 $3.78M 0.02% -20,470 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 15,327 shares; 2025Q1: 13,322 shares; 2025Q2: 14,129 shares; 2025Q3: 15,035 shares; 2025Q4: 14,101 shares 14,101 $3.74M 0.02% -934 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,269 shares; 2024Q4: 43,183 shares; 2025Q1: 42,730 shares; 2025Q2: 41,435 shares; 2025Q3: 38,436 shares; 2025Q4: 36,962 shares 36,962 $3.73M 0.02% -1,474 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,229 shares; 2024Q4: 82,966 shares; 2025Q1: 27,671 shares; 2025Q2: 30,204 shares; 2025Q3: 29,399 shares; 2025Q4: 31,980 shares 31,980 $3.73M 0.02% +2,581 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,299 shares; 2024Q4: 25,716 shares; 2025Q1: 24,975 shares; 2025Q2: 24,548 shares; 2025Q3: 25,499 shares; 2025Q4: 24,921 shares 24,921 $3.71M 0.02% -578 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,536 shares; 2024Q4: 56,803 shares; 2025Q1: 35,296 shares; 2025Q2: 37,616 shares; 2025Q3: 34,250 shares; 2025Q4: 37,322 shares 37,322 $3.7M 0.02% +3,072 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,576 shares; 2024Q4: 32,109 shares; 2025Q1: 26,660 shares; 2025Q2: 27,142 shares; 2025Q3: 26,691 shares; 2025Q4: 17,312 shares 17,312 $3.67M 0.02% -9,379 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 6,772 shares; 2025Q1: 6,074 shares; 2025Q2: 7,302 shares; 2025Q3: 8,286 shares; 2025Q4: 8,456 shares 8,456 $3.61M 0.02% +170 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,851 shares; 2024Q4: 23,951 shares; 2025Q1: 25,838 shares; 2025Q2: 23,468 shares; 2025Q3: 82,866 shares; 2025Q4: 80,793 shares 80,793 $3.6M 0.02% -2,073 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,461 shares; 2024Q4: 96,871 shares; 2025Q1: 97,311 shares; 2025Q2: 116,794 shares; 2025Q3: 115,859 shares; 2025Q4: 129,592 shares 129,592 $3.55M 0.02% +13,733 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,173 shares; 2024Q4: 88,369 shares; 2025Q1: 87,587 shares; 2025Q2: 98,947 shares; 2025Q3: 101,196 shares; 2025Q4: 80,357 shares 80,357 $3.55M 0.02% -20,839 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,319 shares; 2024Q4: 9,316 shares; 2025Q1: 9,232 shares; 2025Q2: 9,783 shares; 2025Q3: 10,325 shares; 2025Q4: 12,862 shares 12,862 $3.49M 0.02% +2,537 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,119 shares; 2024Q4: 14,411 shares; 2025Q1: 15,148 shares; 2025Q2: 24,929 shares; 2025Q3: 29,515 shares; 2025Q4: 34,778 shares 34,778 $3.47M 0.02% +5,263 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,266 shares; 2024Q4: 25,818 shares; 2025Q1: 19,807 shares; 2025Q2: 19,431 shares; 2025Q3: 19,409 shares; 2025Q4: 19,771 shares 19,771 $3.43M 0.02% +362 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,596 shares; 2024Q4: 17,567 shares; 2025Q1: 13,664 shares; 2025Q2: 14,675 shares; 2025Q3: 15,061 shares; 2025Q4: 16,317 shares 16,317 $3.4M 0.02% +1,256 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,253 shares; 2024Q4: 29,312 shares; 2025Q1: 20,475 shares; 2025Q2: 23,751 shares; 2025Q3: 24,094 shares; 2025Q4: 24,468 shares 24,468 $3.37M 0.02% +374 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,773 shares; 2024Q4: 6,803 shares; 2025Q1: 5,741 shares; 2025Q2: 5,797 shares; 2025Q3: 5,734 shares; 2025Q4: 5,932 shares 5,932 $3.36M 0.02% +198 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,759 shares; 2024Q4: 31,253 shares; 2025Q1: 30,910 shares; 2025Q2: 31,834 shares; 2025Q3: 36,775 shares; 2025Q4: 41,298 shares 41,298 $3.35M 0.02% +4,523 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,481 shares; 2024Q4: 232,918 shares; 2025Q1: 107,112 shares; 2025Q2: 94,860 shares; 2025Q3: 93,024 shares; 2025Q4: 90,595 shares 90,595 $3.34M 0.02% -2,429 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,363 shares; 2024Q4: 27,921 shares; 2025Q1: 21,386 shares; 2025Q2: 24,635 shares; 2025Q3: 25,495 shares; 2025Q4: 27,084 shares 27,084 $3.32M 0.02% +1,589 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,244 shares; 2024Q4: 92,256 shares; 2025Q1: 73,537 shares; 2025Q2: 89,859 shares; 2025Q3: 92,345 shares; 2025Q4: 80,757 shares 80,757 $3.29M 0.02% -11,588 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,847 shares; 2024Q4: 39,802 shares; 2025Q1: 37,501 shares; 2025Q2: 38,093 shares; 2025Q3: 37,096 shares; 2025Q4: 38,011 shares 38,011 $3.28M 0.02% +915 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,279 shares; 2024Q4: 32,220 shares; 2025Q1: 31,153 shares; 2025Q2: 30,755 shares; 2025Q3: 30,091 shares; 2025Q4: 28,778 shares 28,778 $3.28M 0.02% -1,313 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,471 shares; 2024Q4: 74,707 shares; 2025Q1: 29,678 shares; 2025Q2: 29,803 shares; 2025Q3: 29,713 shares; 2025Q4: 23,841 shares 23,841 $3.26M 0.02% -5,872 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,015 shares; 2025Q4: 70,477 shares 70,477 $3.26M 0.02% +14,462 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,966 shares; 2024Q4: 25,931 shares; 2025Q1: 39,871 shares; 2025Q2: 37,821 shares; 2025Q3: 37,473 shares; 2025Q4: 72,510 shares 72,510 $3.24M 0.02% +35,037 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,489 shares; 2024Q4: 36,283 shares; 2025Q1: 35,401 shares; 2025Q2: 34,123 shares; 2025Q3: 33,446 shares; 2025Q4: 32,987 shares 32,987 $3.19M 0.02% -459 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,982 shares; 2024Q4: 10,239 shares; 2025Q1: 5,771 shares; 2025Q2: 4,614 shares; 2025Q3: 5,036 shares; 2025Q4: 10,968 shares 10,968 $3.17M 0.02% +5,932 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,351 shares; 2024Q4: 37,579 shares; 2025Q1: 38,429 shares; 2025Q2: 41,262 shares; 2025Q3: 47,405 shares; 2025Q4: 72,314 shares 72,314 $3.14M 0.02% +24,909 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,561 shares; 2024Q4: 12,910 shares; 2025Q1: 5,200 shares; 2025Q2: 5,568 shares; 2025Q3: 5,848 shares; 2025Q4: 6,108 shares 6,108 $3.12M 0.02% +260 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,304 shares; 2024Q4: 26,609 shares; 2025Q1: 29,037 shares; 2025Q2: 28,992 shares; 2025Q3: 30,219 shares; 2025Q4: 30,382 shares 30,382 $3.11M 0.02% +163 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 10,259 shares; 2025Q1: 11,281 shares; 2025Q2: 14,974 shares; 2025Q3: 15,444 shares; 2025Q4: 19,059 shares 19,059 $3.11M 0.02% +3,615 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,263 shares; 2024Q4: 49,733 shares; 2025Q1: 22,542 shares; 2025Q2: 24,946 shares; 2025Q3: 25,634 shares; 2025Q4: 26,734 shares 26,734 $3.1M 0.02% +1,100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,758 shares; 2024Q4: 28,464 shares; 2025Q1: 28,359 shares; 2025Q2: 66,333 shares; 2025Q3: 67,327 shares; 2025Q4: 37,541 shares 37,541 $3.09M 0.02% -29,786 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,636 shares; 2024Q4: 35,713 shares; 2025Q1: 30,128 shares; 2025Q2: 35,770 shares; 2025Q3: 38,751 shares; 2025Q4: 38,760 shares 38,760 $3.08M 0.02% +9 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,379 shares; 2024Q4: 61,049 shares; 2025Q1: 46,901 shares; 2025Q2: 47,947 shares; 2025Q3: 53,779 shares; 2025Q4: 56,856 shares 56,856 $3.03M 0.02% +3,077 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,283 shares; 2024Q4: 26,742 shares; 2025Q1: 25,742 shares; 2025Q2: 25,224 shares; 2025Q3: 25,224 shares; 2025Q4: 25,080 shares 25,080 $3.01M 0.02% -144 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 10,386 shares; 2025Q1: 9,932 shares; 2025Q2: 12,359 shares; 2025Q3: 12,410 shares; 2025Q4: 11,983 shares 11,983 $3.01M 0.02% -427 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,180 shares; 2024Q4: 205,413 shares; 2025Q1: 209,796 shares; 2025Q2: 201,748 shares; 2025Q3: 200,704 shares; 2025Q4: 128,698 shares 128,698 $3.01M 0.02% -72,006 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,803 shares; 2024Q4: 45,722 shares; 2025Q1: 23,910 shares; 2025Q2: 25,578 shares; 2025Q3: 26,888 shares; 2025Q4: 26,093 shares 26,093 $3.01M 0.02% -795 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,588 shares; 2024Q4: 10,408 shares; 2025Q1: 7,989 shares; 2025Q2: 8,826 shares; 2025Q3: 8,912 shares; 2025Q4: 9,549 shares 9,549 $2.98M 0.02% +637 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,604 shares; 2024Q4: 44,018 shares; 2025Q1: 35,172 shares; 2025Q2: 27,289 shares; 2025Q3: 22,301 shares; 2025Q4: 21,029 shares 21,029 $2.97M 0.02% -1,272 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,014 shares; 2024Q4: 33,256 shares; 2025Q1: 30,799 shares; 2025Q2: 26,088 shares; 2025Q3: 70,670 shares; 2025Q4: 70,855 shares 70,855 $2.94M 0.02% +185 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,219 shares; 2024Q4: 15,698 shares; 2025Q1: 11,680 shares; 2025Q2: 11,411 shares; 2025Q3: 11,730 shares; 2025Q4: 11,936 shares 11,936 $2.94M 0.02% +206 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,896 shares; 2024Q4: 56,045 shares; 2025Q1: 21,365 shares; 2025Q2: 21,212 shares; 2025Q3: 21,764 shares; 2025Q4: 20,952 shares 20,952 $2.93M 0.02% -812 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,357 shares; 2024Q4: 13,483 shares; 2025Q1: 12,056 shares; 2025Q2: 13,086 shares; 2025Q3: 14,149 shares; 2025Q4: 14,215 shares 14,215 $2.89M 0.02% +66 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,573 shares; 2025Q1: 2,566 shares; 2025Q2: 3,606 shares; 2025Q3: 5,118 shares; 2025Q4: 10,054 shares 10,054 $2.87M 0.02% +4,936 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,638 shares; 2025Q1: 2,622 shares; 2025Q2: 2,563 shares; 2025Q3: 2,960 shares; 2025Q4: 2,831 shares 2,831 $2.86M 0.02% -129 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,726 shares; 2025Q1: 497 shares; 2025Q2: 523 shares; 2025Q3: 547 shares; 2025Q4: 533 shares 533 $2.85M 0.02% -14 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 6,717 shares; 2025Q1: 6,066 shares; 2025Q2: 5,940 shares; 2025Q3: 5,812 shares; 2025Q4: 5,747 shares 5,747 $2.82M 0.02% -65 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 5,406 shares; 2025Q1: 5,299 shares; 2025Q2: 5,701 shares; 2025Q3: 5,562 shares; 2025Q4: 5,343 shares 5,343 $2.79M 0.02% -219 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,018 shares; 2024Q4: 27,558 shares; 2025Q1: 26,763 shares; 2025Q2: 27,335 shares; 2025Q3: 26,662 shares; 2025Q4: 26,769 shares 26,769 $2.79M 0.02% +107 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,371 shares; 2024Q4: 11,382 shares; 2025Q1: 11,405 shares; 2025Q2: 15,119 shares; 2025Q3: 16,304 shares; 2025Q4: 19,982 shares 19,982 $2.75M 0.02% +3,678 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,749 shares; 2024Q4: 17,644 shares; 2025Q1: 17,778 shares; 2025Q2: 19,449 shares; 2025Q3: 21,242 shares; 2025Q4: 20,727 shares 20,727 $2.75M 0.02% -515 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,489 shares; 2024Q4: 18,448 shares; 2025Q1: 17,000 shares; 2025Q2: 17,392 shares; 2025Q3: 17,401 shares; 2025Q4: 17,726 shares 17,726 $2.73M 0.02% +325 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 375 shares; 2025Q1: 347 shares; 2025Q2: 361 shares; 2025Q3: 364 shares; 2025Q4: 374 shares 374 $2.73M 0.02% +10 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,866 shares; 2024Q4: 7,757 shares; 2025Q1: 7,978 shares; 2025Q2: 8,908 shares; 2025Q3: 9,131 shares; 2025Q4: 9,819 shares 9,819 $2.7M 0.02% +688 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,558 shares; 2024Q4: 53,404 shares; 2025Q1: 25,911 shares; 2025Q2: 34,760 shares; 2025Q3: 35,383 shares; 2025Q4: 34,907 shares 34,907 $2.7M 0.02% -476 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,305 shares; 2025Q1: 1,964 shares; 2025Q2: 2,082 shares; 2025Q3: 2,118 shares; 2025Q4: 2,224 shares 2,224 $2.7M 0.02% +106 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,976 shares; 2024Q4: 83,986 shares; 2025Q1: 42,664 shares; 2025Q2: 46,154 shares; 2025Q3: 43,900 shares; 2025Q4: 74,492 shares 74,492 $2.7M 0.02% +30,592 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,995 shares; 2024Q4: 22,789 shares; 2025Q1: 21,858 shares; 2025Q2: 21,371 shares; 2025Q3: 23,294 shares; 2025Q4: 25,601 shares 25,601 $2.7M 0.02% +2,307 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,739 shares; 2024Q4: 36,940 shares; 2025Q1: 11,595 shares; 2025Q2: 11,710 shares; 2025Q3: 12,064 shares; 2025Q4: 13,103 shares 13,103 $2.69M 0.02% +1,039 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,307 shares; 2024Q4: 100,566 shares; 2025Q1: 85,088 shares; 2025Q2: 94,698 shares; 2025Q3: 93,261 shares; 2025Q4: 97,514 shares 97,514 $2.68M 0.02% +4,253 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,344 shares; 2024Q4: 91,324 shares; 2025Q1: 76,563 shares; 2025Q2: 75,105 shares; 2025Q3: 75,054 shares; 2025Q4: 74,648 shares 74,648 $2.67M 0.02% -406 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,719 shares; 2024Q4: 29,359 shares; 2025Q1: 23,344 shares; 2025Q2: 28,409 shares; 2025Q3: 29,715 shares; 2025Q4: 30,474 shares 30,474 $2.67M 0.02% +759 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,021 shares; 2024Q4: 7,312 shares; 2025Q1: 7,056 shares; 2025Q2: 7,670 shares; 2025Q3: 7,679 shares; 2025Q4: 7,889 shares 7,889 $2.66M 0.02% +210 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 13,149 shares; 2025Q1: 12,373 shares; 2025Q2: 12,593 shares; 2025Q3: 12,712 shares; 2025Q4: 13,327 shares 13,327 $2.66M 0.02% +615 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,445 shares; 2025Q1: 2,460 shares; 2025Q2: 2,556 shares; 2025Q3: 2,507 shares; 2025Q4: 19,493 shares 19,493 $2.65M 0.02% +16,986 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,271 shares; 2024Q4: 28,385 shares; 2025Q1: 16,779 shares; 2025Q2: 17,680 shares; 2025Q3: 36,954 shares; 2025Q4: 39,044 shares 39,044 $2.62M 0.01% +2,090 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,819 shares; 2024Q4: 14,700 shares; 2025Q1: 13,382 shares; 2025Q2: 16,251 shares; 2025Q3: 16,250 shares; 2025Q4: 16,097 shares 16,097 $2.62M 0.01% -153 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,498 shares; 2024Q4: 120,040 shares; 2025Q1: 31,352 shares; 2025Q2: 30,529 shares; 2025Q3: 29,917 shares; 2025Q4: 31,967 shares 31,967 $2.6M 0.01% +2,050 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,776 shares; 2024Q4: 143,883 shares; 2025Q1: 134,893 shares; 2025Q2: 134,743 shares; 2025Q3: 134,743 shares; 2025Q4: 135,343 shares 135,343 $2.6M 0.01% +600 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,518 shares; 2024Q4: 16,382 shares; 2025Q1: 6,881 shares; 2025Q2: 7,637 shares; 2025Q3: 7,970 shares; 2025Q4: 8,158 shares 8,158 $2.6M 0.01% +188 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,584 shares; 2024Q4: 70,976 shares; 2025Q1: 17,188 shares; 2025Q2: 19,367 shares; 2025Q3: 20,141 shares; 2025Q4: 21,540 shares 21,540 $2.58M 0.01% +1,399 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,790 shares; 2024Q4: 17,528 shares; 2025Q1: 10,711 shares; 2025Q2: 11,475 shares; 2025Q3: 11,635 shares; 2025Q4: 11,103 shares 11,103 $2.53M 0.01% -532 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,625 shares; 2024Q4: 6,505 shares; 2025Q1: 6,253 shares; 2025Q2: 6,608 shares; 2025Q3: 6,461 shares; 2025Q4: 6,457 shares 6,457 $2.51M 0.01% -4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,009 shares; 2025Q4: 98,869 shares 98,869 $2.48M 0.01% -2,140 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,276 shares; 2024Q4: 179,758 shares; 2025Q1: 102,365 shares; 2025Q2: 89,462 shares; 2025Q3: 82,870 shares; 2025Q4: 73,458 shares 73,458 $2.48M 0.01% -9,412 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 3,394 shares; 2025Q1: 3,273 shares; 2025Q2: 3,480 shares; 2025Q3: 3,455 shares; 2025Q4: 3,738 shares 3,738 $2.48M 0.01% +283 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 15,505 shares; 2025Q1: 15,654 shares; 2025Q2: 17,084 shares; 2025Q3: 17,908 shares; 2025Q4: 18,321 shares 18,321 $2.48M 0.01% +413 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,844 shares; 2024Q4: 11,512 shares; 2025Q1: 11,007 shares; 2025Q2: 10,518 shares; 2025Q3: 10,417 shares; 2025Q4: 10,372 shares 10,372 $2.45M 0.01% -45 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,863 shares; 2024Q4: 40,061 shares; 2025Q1: 34,776 shares; 2025Q2: 31,361 shares; 2025Q3: 30,680 shares; 2025Q4: 28,978 shares 28,978 $2.44M 0.01% -1,702 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,977 shares; 2024Q4: 14,242 shares; 2025Q1: 9,821 shares; 2025Q2: 9,332 shares; 2025Q3: 11,693 shares; 2025Q4: 11,621 shares 11,621 $2.43M 0.01% -72 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 5,988 shares; 2025Q1: 16,732 shares; 2025Q2: 16,732 shares; 2025Q3: 17,298 shares; 2025Q4: 17,007 shares 17,007 $2.41M 0.01% -291 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,895 shares; 2024Q4: 73,991 shares; 2025Q1: 73,217 shares; 2025Q2: 72,763 shares; 2025Q3: 71,782 shares; 2025Q4: 62,676 shares 62,676 $2.37M 0.01% -9,106 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,606 shares; 2024Q4: 61,858 shares; 2025Q1: 31,883 shares; 2025Q2: 32,703 shares; 2025Q3: 33,978 shares; 2025Q4: 32,722 shares 32,722 $2.35M 0.01% -1,256 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,172 shares; 2024Q4: 14,152 shares; 2025Q1: 14,015 shares; 2025Q2: 17,616 shares; 2025Q3: 17,130 shares; 2025Q4: 18,052 shares 18,052 $2.33M 0.01% +922 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 289,049 shares; 2025Q1: 288,712 shares; 2025Q2: 292,272 shares; 2025Q3: 288,002 shares; 2025Q4: 287,784 shares 287,784 $2.32M 0.01% -218 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 4,618 shares; 2025Q1: 4,655 shares; 2025Q2: 5,802 shares; 2025Q3: 6,058 shares; 2025Q4: 6,873 shares 6,873 $2.31M 0.01% +815 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,948 shares; 2025Q2: 82,785 shares; 2025Q3: 83,429 shares; 2025Q4: 83,429 shares 83,429 $2.31M 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,097 shares; 2025Q3: 75,097 shares; 2025Q4: 75,423 shares 75,423 $2.29M 0.01% +326 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 811 shares; 2025Q1: 642 shares; 2025Q2: 653 shares; 2025Q3: 667 shares; 2025Q4: 673 shares 673 $2.28M 0.01% +6 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,536 shares; 2024Q4: 28,517 shares; 2025Q1: 18,368 shares; 2025Q2: 20,978 shares; 2025Q3: 22,371 shares; 2025Q4: 22,826 shares 22,826 $2.28M 0.01% +455 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,225 shares; 2024Q4: 42,856 shares; 2025Q1: 25,831 shares; 2025Q2: 27,745 shares; 2025Q3: 27,397 shares; 2025Q4: 28,816 shares 28,816 $2.28M 0.01% +1,419 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,184 shares; 2024Q4: 7,837 shares; 2025Q1: 5,993 shares; 2025Q2: 6,770 shares; 2025Q3: 7,611 shares; 2025Q4: 7,753 shares 7,753 $2.28M 0.01% +142 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,224 shares; 2024Q4: 15,911 shares; 2025Q1: 15,934 shares; 2025Q2: 16,751 shares; 2025Q3: 17,104 shares; 2025Q4: 20,362 shares 20,362 $2.25M 0.01% +3,258 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,341 shares; 2024Q4: 14,401 shares; 2025Q1: 14,011 shares; 2025Q2: 15,193 shares; 2025Q3: 15,556 shares; 2025Q4: 14,681 shares 14,681 $2.22M 0.01% -875 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,346 shares; 2024Q4: 6,516 shares; 2025Q1: 4,363 shares; 2025Q2: 4,975 shares; 2025Q3: 5,096 shares; 2025Q4: 5,247 shares 5,247 $2.21M 0.01% +151 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,743 shares; 2024Q4: 181,846 shares; 2025Q1: 180,818 shares; 2025Q2: 180,715 shares; 2025Q3: 184,928 shares; 2025Q4: 183,334 shares 183,334 $2.2M 0.01% -1,594 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 7,592 shares; 2025Q1: 6,036 shares; 2025Q2: 6,184 shares; 2025Q3: 6,531 shares; 2025Q4: 6,260 shares 6,260 $2.2M 0.01% -271 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 9,520 shares; 2025Q1: 8,798 shares; 2025Q2: 9,804 shares; 2025Q3: 9,752 shares; 2025Q4: 8,894 shares 8,894 $2.2M 0.01% -858 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,999 shares; 2025Q1: 14,251 shares; 2025Q2: 18,874 shares; 2025Q3: 23,189 shares; 2025Q4: 25,434 shares 25,434 $2.17M 0.01% +2,245 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,117 shares; 2024Q4: 25,941 shares; 2025Q1: 25,942 shares; 2025Q2: 25,961 shares; 2025Q3: 25,305 shares; 2025Q4: 22,845 shares 22,845 $2.16M 0.01% -2,460 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,864 shares; 2024Q4: 13,597 shares; 2025Q1: 24,194 shares; 2025Q2: 29,014 shares; 2025Q3: 39,479 shares; 2025Q4: 43,208 shares 43,208 $2.15M 0.01% +3,729 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,637 shares; 2024Q4: 64,039 shares; 2025Q1: 71,609 shares; 2025Q2: 77,853 shares; 2025Q3: 80,298 shares; 2025Q4: 79,159 shares 79,159 $2.15M 0.01% -1,139 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,484 shares; 2024Q4: 73,966 shares; 2025Q1: 62,210 shares; 2025Q2: 38,758 shares; 2025Q3: 40,064 shares; 2025Q4: 43,199 shares 43,199 $2.13M 0.01% +3,135 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,256 shares; 2024Q4: 45,501 shares; 2025Q1: 41,548 shares; 2025Q2: 45,064 shares; 2025Q3: 42,800 shares; 2025Q4: 40,190 shares 40,190 $2.12M 0.01% -2,610 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 12,761 shares; 2025Q1: 9,149 shares; 2025Q2: 9,708 shares; 2025Q3: 9,600 shares; 2025Q4: 11,476 shares 11,476 $2.11M 0.01% +1,876 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,659 shares; 2024Q4: 89,644 shares; 2025Q1: 11,581 shares; 2025Q2: 13,018 shares; 2025Q3: 18,606 shares; 2025Q4: 21,885 shares 21,885 $2.1M 0.01% +3,279 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: 4,606 shares; 2025Q1: 4,480 shares; 2025Q2: 4,860 shares; 2025Q3: 4,682 shares; 2025Q4: 4,459 shares 4,459 $2.09M 0.01% -223 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,521 shares; 2024Q4: 9,291 shares; 2025Q1: 9,379 shares; 2025Q2: 9,933 shares; 2025Q3: 10,269 shares; 2025Q4: 10,832 shares 10,832 $2.07M 0.01% +563 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,236 shares; 2024Q4: 84,590 shares; 2025Q1: 22,134 shares; 2025Q2: 24,821 shares; 2025Q3: 27,872 shares; 2025Q4: 29,070 shares 29,070 $2.02M 0.01% +1,198 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,304 shares; 2024Q4: 27,695 shares; 2025Q1: 24,373 shares; 2025Q2: 24,855 shares; 2025Q3: 21,401 shares; 2025Q4: 18,150 shares 18,150 $1.99M 0.01% -3,251 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,128 shares; 2024Q4: 10,184 shares; 2025Q1: 7,029 shares; 2025Q2: 9,546 shares; 2025Q3: 13,395 shares; 2025Q4: 14,082 shares 14,082 $1.99M 0.01% +687 Timeline AMPL AMPLITUDE INC More: the full row for AMPLITUDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,910 shares; 2025Q1: 148,284 shares; 2025Q2: 169,711 shares; 2025Q3: 169,706 shares; 2025Q4: 170,519 shares 170,519 $1.97M 0.01% +813 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,798 shares; 2024Q4: 16,565 shares; 2025Q1: 25,755 shares; 2025Q2: 25,117 shares; 2025Q3: 24,767 shares; 2025Q4: 24,608 shares 24,608 $1.96M 0.01% -159 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,217 shares; 2025Q4: 25,670 shares 25,670 $1.96M 0.01% -2,547 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,571 shares; 2024Q4: 16,708 shares; 2025Q1: 16,606 shares; 2025Q2: 23,683 shares; 2025Q3: 23,444 shares; 2025Q4: 24,867 shares 24,867 $1.96M 0.01% +1,423 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,570 shares; 2024Q4: 16,053 shares; 2025Q1: 16,370 shares; 2025Q2: 19,932 shares; 2025Q3: 20,801 shares; 2025Q4: 21,181 shares 21,181 $1.92M 0.01% +380 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,235 shares; 2024Q4: 84,525 shares; 2025Q1: 73,469 shares; 2025Q2: 64,912 shares; 2025Q3: 63,150 shares; 2025Q4: 66,103 shares 66,103 $1.91M 0.01% +2,953 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,956 shares; 2024Q4: 167,025 shares; 2025Q1: 84,857 shares; 2025Q2: 84,824 shares; 2025Q3: 76,612 shares; 2025Q4: 62,794 shares 62,794 $1.88M 0.01% -13,818 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,010 shares; 2024Q4: 11,625 shares; 2025Q1: 10,748 shares; 2025Q2: 11,359 shares; 2025Q3: 10,699 shares; 2025Q4: 9,968 shares 9,968 $1.87M 0.01% -731 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,492 shares; 2024Q4: 38,859 shares; 2025Q1: 35,941 shares; 2025Q2: 39,571 shares; 2025Q3: 41,026 shares; 2025Q4: 40,602 shares 40,602 $1.87M 0.01% -424 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,804 shares; 2024Q4: 29,039 shares; 2025Q1: 29,372 shares; 2025Q2: 23,518 shares; 2025Q3: 25,590 shares; 2025Q4: 25,725 shares 25,725 $1.87M 0.01% +135 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,821 shares; 2025Q1: 1,910 shares; 2025Q2: 2,421 shares; 2025Q3: 3,389 shares; 2025Q4: 3,987 shares 3,987 $1.87M 0.01% +598 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,299 shares; 2024Q4: 14,382 shares; 2025Q1: 16,590 shares; 2025Q2: 16,602 shares; 2025Q3: 16,863 shares; 2025Q4: 16,460 shares 16,460 $1.86M 0.01% -403 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,001 shares; 2024Q4: 15,294 shares; 2025Q1: 5,806 shares; 2025Q2: 5,635 shares; 2025Q3: 5,599 shares; 2025Q4: 5,238 shares 5,238 $1.83M 0.01% -361 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,188 shares; 2024Q4: 162,015 shares; 2025Q1: 160,548 shares; 2025Q2: 160,297 shares; 2025Q3: 156,297 shares; 2025Q4: 157,072 shares 157,072 $1.83M 0.01% +775 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,256 shares; 2025Q2: 61,672 shares; 2025Q3: 63,144 shares; 2025Q4: 62,935 shares 62,935 $1.82M 0.01% -209 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,109 shares; 2024Q4: 6,324 shares; 2025Q1: 6,374 shares; 2025Q2: 6,142 shares; 2025Q3: 21,108 shares; 2025Q4: 21,616 shares 21,616 $1.78M 0.01% +508 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,988 shares; 2024Q4: 9,396 shares; 2025Q1: 6,392 shares; 2025Q2: 6,834 shares; 2025Q3: 7,021 shares; 2025Q4: 6,856 shares 6,856 $1.77M 0.01% -165 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,866 shares 26,866 $1.76M 0.01% new Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,571 shares; 2024Q4: 10,122 shares; 2025Q1: 13,926 shares; 2025Q2: 16,343 shares; 2025Q3: 18,908 shares; 2025Q4: 34,660 shares 34,660 $1.76M 0.01% +15,752 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,916 shares; 2024Q4: 26,171 shares; 2025Q1: 25,925 shares; 2025Q2: 25,930 shares; 2025Q3: 25,930 shares; 2025Q4: 37,323 shares 37,323 $1.75M 0.01% +11,393 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,666 shares; 2024Q4: 14,690 shares; 2025Q1: 5,140 shares; 2025Q2: 5,474 shares; 2025Q3: 6,657 shares; 2025Q4: 7,690 shares 7,690 $1.75M 0.01% +1,033 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,403 shares; 2024Q4: 18,341 shares; 2025Q1: 16,233 shares; 2025Q2: 20,087 shares; 2025Q3: 19,810 shares; 2025Q4: 20,052 shares 20,052 $1.75M 0.01% +242 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 6,181 shares; 2025Q1: 5,845 shares; 2025Q2: 13,967 shares; 2025Q3: 19,922 shares; 2025Q4: 42,888 shares 42,888 $1.72M 0.01% +22,966 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,694 shares; 2024Q4: 22,881 shares; 2025Q1: 21,229 shares; 2025Q2: 22,292 shares; 2025Q3: 19,647 shares; 2025Q4: 19,661 shares 19,661 $1.72M 0.01% +14 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,616 shares; 2024Q4: 6,361 shares; 2025Q1: 5,533 shares; 2025Q2: 5,119 shares; 2025Q3: 4,637 shares; 2025Q4: 4,886 shares 4,886 $1.71M 0.01% +249 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,672 shares; 2024Q4: 11,779 shares; 2025Q1: 10,977 shares; 2025Q2: 12,452 shares; 2025Q3: 12,945 shares; 2025Q4: 16,638 shares 16,638 $1.7M 0.01% +3,693 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,445 shares; 2024Q4: 32,588 shares; 2025Q1: 23,237 shares; 2025Q2: 32,801 shares; 2025Q3: 31,233 shares; 2025Q4: 33,349 shares 33,349 $1.69M 0.01% +2,116 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,417 shares; 2024Q4: 20,925 shares; 2025Q1: 19,204 shares; 2025Q2: 17,610 shares; 2025Q3: 15,765 shares; 2025Q4: 13,556 shares 13,556 $1.69M 0.01% -2,209 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,205 shares; 2024Q4: 12,539 shares; 2025Q1: 11,747 shares; 2025Q2: 12,759 shares; 2025Q3: 13,833 shares; 2025Q4: 15,319 shares 15,319 $1.68M 0.01% +1,486 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,789 shares; 2024Q4: 20,184 shares; 2025Q1: 16,574 shares; 2025Q2: 19,571 shares; 2025Q3: 25,690 shares; 2025Q4: 27,893 shares 27,893 $1.68M 0.01% +2,203 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 7,582 shares; 2025Q1: 6,772 shares; 2025Q2: 8,002 shares; 2025Q3: 9,071 shares; 2025Q4: 9,202 shares 9,202 $1.67M 0.01% +131 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,442 shares; 2024Q4: 13,245 shares; 2025Q1: 17,534 shares; 2025Q2: 19,101 shares; 2025Q3: 26,639 shares; 2025Q4: 25,973 shares 25,973 $1.67M 0.01% -666 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,633 shares; 2025Q2: 70,969 shares; 2025Q3: 68,327 shares; 2025Q4: 59,915 shares 59,915 $1.66M 0.01% -8,412 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,639 shares; 2025Q1: 19,125 shares; 2025Q2: 61,295 shares; 2025Q3: 60,391 shares; 2025Q4: 60,572 shares 60,572 $1.66M 0.01% +181 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,837 shares; 2024Q4: 110,384 shares; 2025Q1: 99,072 shares; 2025Q2: 84,127 shares; 2025Q3: 87,170 shares; 2025Q4: 81,906 shares 81,906 $1.66M 0.01% -5,264 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 3,271 shares; 2025Q1: 3,157 shares; 2025Q2: 3,188 shares; 2025Q3: 3,107 shares; 2025Q4: 3,239 shares 3,239 $1.65M 0.01% +132 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,236 shares; 2024Q4: 26,289 shares; 2025Q1: 20,942 shares; 2025Q2: 23,181 shares; 2025Q3: 24,146 shares; 2025Q4: 26,473 shares 26,473 $1.65M 0.01% +2,327 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 14,628 shares; 2025Q1: 5,817 shares; 2025Q2: 6,177 shares; 2025Q3: 9,091 shares; 2025Q4: 8,503 shares 8,503 $1.65M 0.01% -588 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,700 shares; 2024Q4: 45,825 shares; 2025Q1: 12,462 shares; 2025Q2: 19,671 shares; 2025Q3: 19,206 shares; 2025Q4: 17,864 shares 17,864 $1.64M 0.01% -1,342 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,081 shares; 2024Q4: 33,929 shares; 2025Q1: 38,182 shares; 2025Q2: 38,026 shares; 2025Q3: 33,965 shares; 2025Q4: 32,570 shares 32,570 $1.64M 0.01% -1,395 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,498 shares; 2024Q4: 19,534 shares; 2025Q1: 1,503 shares; 2025Q2: 1,723 shares; 2025Q3: 2,184 shares; 2025Q4: 2,418 shares 2,418 $1.63M 0.01% +234 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 2,973 shares; 2025Q1: 2,795 shares; 2025Q2: 3,088 shares; 2025Q3: 5,188 shares; 2025Q4: 5,024 shares 5,024 $1.63M 0.01% -164 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,330 shares; 2024Q4: 34,775 shares; 2025Q1: 34,073 shares; 2025Q2: 36,626 shares; 2025Q3: 37,475 shares; 2025Q4: 37,262 shares 37,262 $1.62M 0.01% -213 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,312 shares; 2024Q4: 14,102 shares; 2025Q1: 12,734 shares; 2025Q2: 13,697 shares; 2025Q3: 12,568 shares; 2025Q4: 16,933 shares 16,933 $1.62M 0.01% +4,365 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,138 shares; 2024Q4: 10,247 shares; 2025Q1: 18,420 shares; 2025Q2: 39,710 shares; 2025Q3: 45,828 shares; 2025Q4: 48,794 shares 48,794 $1.62M 0.01% +2,966 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,664 shares; 2024Q4: 7,550 shares; 2025Q1: 6,384 shares; 2025Q2: 9,505 shares; 2025Q3: 9,184 shares; 2025Q4: 9,408 shares 9,408 $1.6M 0.01% +224 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,741 shares; 2024Q4: 9,051 shares; 2025Q1: 8,184 shares; 2025Q2: 8,496 shares; 2025Q3: 7,408 shares; 2025Q4: 8,622 shares 8,622 $1.6M 0.01% +1,214 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,740 shares; 2024Q4: 53,650 shares; 2025Q1: 43,044 shares; 2025Q2: 43,838 shares; 2025Q3: 43,093 shares; 2025Q4: 42,023 shares 42,023 $1.6M 0.01% -1,070 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,090 shares; 2025Q3: 50,752 shares; 2025Q4: 53,984 shares 53,984 $1.59M 0.01% +3,232 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,421 shares; 2024Q4: 19,686 shares; 2025Q1: 17,607 shares; 2025Q2: 19,913 shares; 2025Q3: 17,100 shares; 2025Q4: 18,549 shares 18,549 $1.59M 0.01% +1,449 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 985 shares; 2025Q1: 890 shares; 2025Q2: 859 shares; 2025Q3: 1,488 shares; 2025Q4: 2,054 shares 2,054 $1.59M 0.01% +566 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,256 shares; 2024Q4: 39,643 shares; 2025Q1: 37,316 shares; 2025Q2: 33,982 shares; 2025Q3: 34,676 shares; 2025Q4: 33,432 shares 33,432 $1.57M 0.01% -1,244 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,915 shares; 2024Q4: 47,217 shares; 2025Q1: 41,925 shares; 2025Q2: 62,741 shares; 2025Q3: 61,579 shares; 2025Q4: 66,325 shares 66,325 $1.55M 0.01% +4,746 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,033 shares; 2024Q4: 6,650 shares; 2025Q1: 2,188 shares; 2025Q2: 2,515 shares; 2025Q3: 2,926 shares; 2025Q4: 3,407 shares 3,407 $1.54M 0.01% +481 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,314 shares; 2024Q4: 111,032 shares; 2025Q1: 87,480 shares; 2025Q2: 128,474 shares; 2025Q3: 122,100 shares; 2025Q4: 130,575 shares 130,575 $1.53M 0.01% +8,475 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,106 shares; 2024Q4: 9,808 shares; 2025Q1: 9,548 shares; 2025Q2: 11,433 shares; 2025Q3: 16,561 shares; 2025Q4: 15,348 shares 15,348 $1.52M 0.01% -1,213 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,432 shares; 2025Q3: 21,386 shares; 2025Q4: 21,194 shares 21,194 $1.52M 0.01% -192 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,609 shares; 2024Q4: 16,311 shares; 2025Q1: 14,568 shares; 2025Q2: 16,412 shares; 2025Q3: 18,231 shares; 2025Q4: 20,581 shares 20,581 $1.51M 0.01% +2,350 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,298 shares; 2025Q1: 27,581 shares; 2025Q2: 28,210 shares; 2025Q3: 27,989 shares; 2025Q4: 26,423 shares 26,423 $1.51M 0.01% -1,566 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,381 shares; 2024Q4: 7,617 shares; 2025Q1: 6,327 shares; 2025Q2: 7,919 shares; 2025Q3: 9,697 shares; 2025Q4: 10,252 shares 10,252 $1.5M 0.01% +555 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,280 shares; 2024Q4: 15,973 shares; 2025Q1: 7,931 shares; 2025Q2: 7,922 shares; 2025Q3: 7,858 shares; 2025Q4: 11,343 shares 11,343 $1.5M 0.01% +3,485 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 6,076 shares; 2025Q1: 5,490 shares; 2025Q2: 5,629 shares; 2025Q3: 5,543 shares; 2025Q4: 5,377 shares 5,377 $1.5M 0.01% -166 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,279 shares; 2024Q4: 22,365 shares; 2025Q1: 13,743 shares; 2025Q2: 14,630 shares; 2025Q3: 13,563 shares; 2025Q4: 15,197 shares 15,197 $1.49M 0.01% +1,634 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 2,924 shares; 2025Q1: 1,839 shares; 2025Q2: 1,926 shares; 2025Q3: 1,981 shares; 2025Q4: 9,692 shares 9,692 $1.48M 0.01% +7,711 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,207 shares; 2024Q4: 22,726 shares; 2025Q1: 7,650 shares; 2025Q2: 7,543 shares; 2025Q3: 7,581 shares; 2025Q4: 7,359 shares 7,359 $1.48M 0.01% -222 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,211 shares; 2024Q4: 17,014 shares; 2025Q1: 6,181 shares; 2025Q2: 6,882 shares; 2025Q3: 6,681 shares; 2025Q4: 6,911 shares 6,911 $1.48M 0.01% +230 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,026 shares; 2024Q4: 49,809 shares; 2025Q1: 46,240 shares; 2025Q2: 42,542 shares; 2025Q3: 38,540 shares; 2025Q4: 36,467 shares 36,467 $1.47M 0.01% -2,073 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,317 shares 22,317 $1.46M 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,996 shares; 2024Q4: 25,587 shares; 2025Q1: 26,396 shares; 2025Q2: 30,024 shares; 2025Q3: 34,164 shares; 2025Q4: 30,425 shares 30,425 $1.46M 0.01% -3,739 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,763 shares; 2024Q4: 11,020 shares; 2025Q1: 9,870 shares; 2025Q2: 9,252 shares; 2025Q3: 15,515 shares; 2025Q4: 16,316 shares 16,316 $1.45M 0.01% +801 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,079 shares; 2024Q4: 20,177 shares; 2025Q1: 13,450 shares; 2025Q2: 14,580 shares; 2025Q3: 14,501 shares; 2025Q4: 14,466 shares 14,466 $1.44M 0.01% -35 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,982 shares; 2024Q4: 36,008 shares; 2025Q1: 36,269 shares; 2025Q2: 34,517 shares; 2025Q3: 36,291 shares; 2025Q4: 31,415 shares 31,415 $1.44M 0.01% -4,876 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,679 shares; 2024Q4: 37,655 shares; 2025Q1: 39,939 shares; 2025Q2: 51,476 shares; 2025Q3: 52,206 shares; 2025Q4: 51,190 shares 51,190 $1.44M 0.01% -1,016 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,148 shares; 2024Q4: 8,971 shares; 2025Q1: 6,168 shares; 2025Q2: 6,867 shares; 2025Q3: 7,664 shares; 2025Q4: 7,743 shares 7,743 $1.44M 0.01% +79 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,743 shares; 2024Q4: 38,002 shares; 2025Q1: 24,129 shares; 2025Q2: 24,527 shares; 2025Q3: 23,154 shares; 2025Q4: 22,542 shares 22,542 $1.44M 0.01% -612 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,125 shares; 2024Q4: 7,731 shares; 2025Q1: 7,334 shares; 2025Q2: 10,087 shares; 2025Q3: 9,420 shares; 2025Q4: 9,551 shares 9,551 $1.44M 0.01% +131 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,297 shares; 2025Q4: 30,053 shares 30,053 $1.43M 0.01% +25,756 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,740 shares 21,740 $1.42M 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,606 shares; 2024Q4: 27,322 shares; 2025Q1: 28,225 shares; 2025Q2: 40,821 shares; 2025Q3: 39,400 shares; 2025Q4: 26,382 shares 26,382 $1.42M 0.01% -13,018 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,559 shares; 2024Q4: 7,527 shares; 2025Q1: 7,461 shares; 2025Q2: 7,518 shares; 2025Q3: 7,436 shares; 2025Q4: 7,410 shares 7,410 $1.42M 0.01% -26 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,221 shares; 2024Q4: 12,736 shares; 2025Q1: 12,218 shares; 2025Q2: 11,579 shares; 2025Q3: 21,892 shares; 2025Q4: 23,903 shares 23,903 $1.4M 0.01% +2,011 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,350 shares; 2024Q4: 31,232 shares; 2025Q1: 26,246 shares; 2025Q2: 31,378 shares; 2025Q3: 37,261 shares; 2025Q4: 29,866 shares 29,866 $1.39M 0.01% -7,395 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,105 shares; 2024Q4: 11,719 shares; 2025Q1: 11,341 shares; 2025Q2: 11,257 shares; 2025Q3: 11,156 shares; 2025Q4: 12,419 shares 12,419 $1.39M 0.01% +1,263 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,913 shares; 2024Q4: 18,368 shares; 2025Q1: 18,632 shares; 2025Q2: 18,923 shares; 2025Q3: 23,336 shares; 2025Q4: 23,611 shares 23,611 $1.39M 0.01% +275 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,509 shares; 2024Q4: 7,936 shares; 2025Q1: 7,711 shares; 2025Q2: 7,494 shares; 2025Q3: 7,117 shares; 2025Q4: 11,636 shares 11,636 $1.38M 0.01% +4,519 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,870 shares; 2025Q1: 35,071 shares; 2025Q2: 35,336 shares; 2025Q3: 26,546 shares; 2025Q4: 27,278 shares 27,278 $1.37M 0.01% +732 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,063 shares; 2024Q4: 34,718 shares; 2025Q1: 34,738 shares; 2025Q2: 34,417 shares; 2025Q3: 34,238 shares; 2025Q4: 34,581 shares 34,581 $1.36M 0.01% +343 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,336 shares; 2024Q4: 25,488 shares; 2025Q1: 14,597 shares; 2025Q2: 16,146 shares; 2025Q3: 17,686 shares; 2025Q4: 17,006 shares 17,006 $1.34M 0.01% -680 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,230 shares; 2024Q4: 10,651 shares; 2025Q1: 10,391 shares; 2025Q2: 9,699 shares; 2025Q3: 7,940 shares; 2025Q4: 9,495 shares 9,495 $1.34M 0.01% +1,555 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,537 shares; 2024Q4: 10,995 shares; 2025Q1: 11,083 shares; 2025Q2: 11,707 shares; 2025Q3: 17,991 shares; 2025Q4: 15,717 shares 15,717 $1.34M 0.01% -2,274 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,684 shares; 2024Q4: 9,067 shares; 2025Q1: 8,402 shares; 2025Q2: 9,756 shares; 2025Q3: 9,279 shares; 2025Q4: 8,268 shares 8,268 $1.34M 0.01% -1,011 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,905 shares; 2024Q4: 28,928 shares; 2025Q1: 7,837 shares; 2025Q2: 7,879 shares; 2025Q3: 7,874 shares; 2025Q4: 8,058 shares 8,058 $1.34M 0.01% +184 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,336 shares; 2024Q4: 80,265 shares; 2025Q1: 85,239 shares; 2025Q2: 88,878 shares; 2025Q3: 96,541 shares; 2025Q4: 101,845 shares 101,845 $1.34M 0.01% +5,304 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,046 shares; 2025Q1: 1,982 shares; 2025Q2: 2,029 shares; 2025Q3: 2,225 shares; 2025Q4: 2,414 shares 2,414 $1.33M 0.01% +189 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 907 shares; 2025Q1: 920 shares; 2025Q2: 1,045 shares; 2025Q3: 1,007 shares; 2025Q4: 1,240 shares 1,240 $1.33M 0.01% +233 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,705 shares; 2025Q3: 6,706 shares; 2025Q4: 6,709 shares 6,709 $1.32M 0.01% +3 Timeline