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: 95,901 shares; 2024Q4: 119,550 shares; 2025Q1: 117,290 shares; 2025Q2: 178,254 shares; 2025Q3: 229,708 shares; 2025Q4: 326,075 shares 326,075 $204M 6.61% +96,367 Timeline IUSB 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: 471,144 shares; 2024Q4: 640,148 shares; 2025Q1: 937,531 shares; 2025Q2: 1,129,771 shares; 2025Q3: 1,774,562 shares; 2025Q4: 2,839,695 shares 2,839,695 $132M 4.27% +1,065,133 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,970 shares; 2024Q4: 642,405 shares; 2025Q1: 657,991 shares; 2025Q2: 708,182 shares; 2025Q3: 712,051 shares; 2025Q4: 708,150 shares 708,150 $132M 4.27% -3,901 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: 5,299 shares; 2024Q4: 6,783 shares; 2025Q1: 13,589 shares; 2025Q2: 78,572 shares; 2025Q3: 100,441 shares; 2025Q4: 128,636 shares 128,636 $88.1M 2.85% +28,195 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: 270,083 shares; 2024Q4: 332,630 shares; 2025Q1: 493,335 shares; 2025Q2: 610,579 shares; 2025Q3: 826,496 shares; 2025Q4: 1,358,559 shares 1,358,559 $85.8M 2.77% +532,063 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: 41,433 shares; 2024Q4: 347,915 shares; 2025Q1: 899,049 shares; 2025Q2: 1,208,229 shares; 2025Q3: 1,637,120 shares; 2025Q4: 2,371,128 shares 2,371,128 $77.3M 2.5% +734,008 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: 41,934 shares; 2024Q4: 113,136 shares; 2025Q1: 141,322 shares; 2025Q2: 195,748 shares; 2025Q3: 213,658 shares; 2025Q4: 245,595 shares 245,595 $66.8M 2.16% +31,937 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: 34,443 shares; 2024Q4: 42,488 shares; 2025Q1: 49,980 shares; 2025Q2: 311,642 shares; 2025Q3: 469,663 shares; 2025Q4: 577,483 shares 577,483 $57.7M 1.86% +107,820 Timeline IVLU 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: 386,079 shares; 2024Q4: 513,185 shares; 2025Q1: 520,448 shares; 2025Q2: 672,133 shares; 2025Q3: 830,624 shares; 2025Q4: 1,448,020 shares 1,448,020 $55.1M 1.78% +617,396 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: 59,784 shares; 2024Q4: 69,146 shares; 2025Q1: 107,732 shares; 2025Q2: 128,067 shares; 2025Q3: 184,533 shares; 2025Q4: 282,432 shares 282,432 $53.9M 1.74% +97,899 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: 23,117 shares; 2024Q4: 45,960 shares; 2025Q1: 57,688 shares; 2025Q2: 86,829 shares; 2025Q3: 90,287 shares; 2025Q4: 111,477 shares 111,477 $53.9M 1.74% +21,190 Timeline FFIU SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,591,336 shares; 2025Q1: 1,826,172 shares; 2025Q2: 2,053,969 shares; 2025Q3: 2,043,397 shares; 2025Q4: 2,184,260 shares 2,184,260 $48.6M 1.57% +140,863 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: 112,965 shares; 2024Q4: 147,246 shares; 2025Q1: 196,649 shares; 2025Q2: 264,670 shares; 2025Q3: 316,073 shares; 2025Q4: 772,689 shares 772,689 $36.2M 1.17% +456,616 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: 113,805 shares; 2024Q4: 111,850 shares; 2025Q1: 128,044 shares; 2025Q2: 149,243 shares; 2025Q3: 451,399 shares; 2025Q4: 568,020 shares 568,020 $35.5M 1.15% +116,621 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: 36,089 shares; 2024Q4: 46,011 shares; 2025Q1: 52,108 shares; 2025Q2: 61,625 shares; 2025Q3: 73,910 shares; 2025Q4: 232,103 shares 232,103 $33.4M 1.08% +158,193 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: 30,746 shares; 2024Q4: 54,793 shares; 2025Q1: 68,433 shares; 2025Q2: 100,839 shares; 2025Q3: 109,644 shares; 2025Q4: 138,494 shares 138,494 $32M 1.03% +28,850 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: 23,220 shares; 2024Q4: 23,138 shares; 2025Q1: 33,047 shares; 2025Q2: 42,803 shares; 2025Q3: 391,994 shares; 2025Q4: 396,445 shares 396,445 $31.2M 1.01% +4,451 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: 35,496 shares; 2024Q4: 68,962 shares; 2025Q1: 77,891 shares; 2025Q2: 116,166 shares; 2025Q3: 198,963 shares; 2025Q4: 272,482 shares 272,482 $29.2M 0.94% +73,519 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: 12,445 shares; 2024Q4: 35,041 shares; 2025Q1: 43,137 shares; 2025Q2: 68,387 shares; 2025Q3: 70,843 shares; 2025Q4: 84,802 shares 84,802 $26.5M 0.86% +13,959 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,909 shares; 2024Q4: 18,029 shares; 2025Q1: 76,498 shares; 2025Q2: 105,751 shares; 2025Q3: 161,879 shares; 2025Q4: 260,937 shares 260,937 $26.5M 0.86% +99,058 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: 75,323 shares; 2024Q4: 61,356 shares; 2025Q1: 68,644 shares; 2025Q2: 57,835 shares; 2025Q3: 615,158 shares; 2025Q4: 669,772 shares 669,772 $26.5M 0.86% +54,614 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: 12,256 shares; 2024Q4: 29,850 shares; 2025Q1: 36,822 shares; 2025Q2: 48,670 shares; 2025Q3: 57,723 shares; 2025Q4: 84,092 shares 84,092 $26.4M 0.85% +26,369 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: 21,213 shares; 2024Q4: 30,925 shares; 2025Q1: 110,805 shares; 2025Q2: 132,461 shares; 2025Q3: 195,577 shares; 2025Q4: 320,709 shares 320,709 $26M 0.84% +125,132 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: not reported; 2024Q4: 4,560 shares; 2025Q1: 24,704 shares; 2025Q2: 30,041 shares; 2025Q3: 94,045 shares; 2025Q4: 99,237 shares 99,237 $24.8M 0.8% +5,192 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: 8,850 shares; 2024Q4: 9,403 shares; 2025Q1: 10,522 shares; 2025Q2: 11,091 shares; 2025Q3: 11,280 shares; 2025Q4: 50,408 shares 50,408 $24.6M 0.79% +39,128 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: 10,521 shares; 2024Q4: 11,531 shares; 2025Q1: 16,654 shares; 2025Q2: 24,347 shares; 2025Q3: 26,459 shares; 2025Q4: 36,666 shares 36,666 $22.5M 0.73% +10,207 Timeline VMBS 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: 108,434 shares; 2024Q4: 140,468 shares; 2025Q1: 145,863 shares; 2025Q2: 200,321 shares; 2025Q3: 325,880 shares; 2025Q4: 470,520 shares 470,520 $22.2M 0.72% +144,640 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: 59,178 shares; 2024Q4: 72,799 shares; 2025Q1: 83,364 shares; 2025Q2: 84,051 shares; 2025Q3: 94,040 shares; 2025Q4: 153,050 shares 153,050 $21.9M 0.71% +59,010 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: 4,231 shares; 2024Q4: 6,781 shares; 2025Q1: 15,204 shares; 2025Q2: 25,339 shares; 2025Q3: 26,816 shares; 2025Q4: 31,767 shares 31,767 $21.7M 0.7% +4,951 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: 15,936 shares; 2024Q4: 18,537 shares; 2025Q1: 23,127 shares; 2025Q2: 36,879 shares; 2025Q3: 44,103 shares; 2025Q4: 62,259 shares 62,259 $21.5M 0.7% +18,156 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: 94,664 shares; 2024Q4: 126,267 shares; 2025Q1: 115,758 shares; 2025Q2: 128,037 shares; 2025Q3: 136,664 shares; 2025Q4: 178,301 shares 178,301 $20.3M 0.66% +41,637 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,310 shares; 2025Q1: 5,227 shares; 2025Q2: 263,123 shares; 2025Q3: 309,312 shares; 2025Q4: 405,556 shares 405,556 $19.5M 0.63% +96,244 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,593 shares; 2024Q4: 429,816 shares; 2025Q1: 487,868 shares; 2025Q2: 485,460 shares; 2025Q3: 479,613 shares; 2025Q4: 460,111 shares 460,111 $18.9M 0.61% -19,502 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: 6,052 shares; 2024Q4: 10,671 shares; 2025Q1: 14,844 shares; 2025Q2: 20,941 shares; 2025Q3: 23,162 shares; 2025Q4: 37,124 shares 37,124 $18.7M 0.6% +13,962 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,469 shares; 2025Q2: 24,428 shares; 2025Q3: 29,798 shares; 2025Q4: 51,740 shares 51,740 $17.7M 0.57% +21,942 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: not reported; 2024Q4: not reported; 2025Q1: 615 shares; 2025Q2: 421 shares; 2025Q3: 21,901 shares; 2025Q4: 23,049 shares 23,049 $17.4M 0.56% +1,148 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 3,767 shares; 2025Q1: 4,757 shares; 2025Q2: 6,889 shares; 2025Q3: 9,648 shares; 2025Q4: 16,052 shares 16,052 $17.3M 0.56% +6,404 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: 41,067 shares; 2024Q4: 36,095 shares; 2025Q1: 36,313 shares; 2025Q2: 36,225 shares; 2025Q3: 38,968 shares; 2025Q4: 47,798 shares 47,798 $16M 0.52% +8,830 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: 7,245 shares; 2024Q4: 8,072 shares; 2025Q1: 10,536 shares; 2025Q2: 17,363 shares; 2025Q3: 18,663 shares; 2025Q4: 24,237 shares 24,237 $16M 0.52% +5,574 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: 13,446 shares; 2024Q4: 19,566 shares; 2025Q1: 21,759 shares; 2025Q2: 31,318 shares; 2025Q3: 35,007 shares; 2025Q4: 49,156 shares 49,156 $15.8M 0.51% +14,149 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: 7,527 shares; 2024Q4: 9,015 shares; 2025Q1: 14,053 shares; 2025Q2: 22,597 shares; 2025Q3: 28,548 shares; 2025Q4: 33,751 shares 33,751 $15.2M 0.49% +5,203 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,796 shares; 2024Q4: 124,996 shares; 2025Q1: 241,616 shares; 2025Q2: 236,697 shares; 2025Q3: 293,899 shares; 2025Q4: 391,355 shares 391,355 $15M 0.49% +97,456 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,503 shares; 2025Q3: 223,196 shares; 2025Q4: 297,912 shares 297,912 $14.9M 0.48% +74,716 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: 12,661 shares; 2024Q4: 14,348 shares; 2025Q1: 33,577 shares; 2025Q2: 56,707 shares; 2025Q3: 196,878 shares; 2025Q4: 270,274 shares 270,274 $14.5M 0.47% +73,396 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: 104,721 shares; 2024Q4: 395,770 shares; 2025Q1: 394,266 shares; 2025Q2: 404,893 shares; 2025Q3: 494,508 shares; 2025Q4: 518,836 shares 518,836 $14M 0.45% +24,328 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 292,722 shares; 2025Q4: 296,739 shares 296,739 $13.8M 0.45% +4,017 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,916 shares; 2025Q3: 346,887 shares; 2025Q4: 358,073 shares 358,073 $13.6M 0.44% +11,186 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,253 shares; 2024Q4: 21,388 shares; 2025Q1: 23,019 shares; 2025Q2: 22,695 shares; 2025Q3: 45,684 shares; 2025Q4: 52,610 shares 52,610 $13.6M 0.44% +6,926 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,897 shares; 2024Q4: 9,482 shares; 2025Q1: 49,966 shares; 2025Q2: 68,478 shares; 2025Q3: 81,839 shares; 2025Q4: 142,804 shares 142,804 $12.8M 0.41% +60,965 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,818 shares; 2025Q3: 161,916 shares; 2025Q4: 246,867 shares 246,867 $12.3M 0.4% +84,951 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: 12,660 shares; 2024Q4: 20,334 shares; 2025Q1: 22,429 shares; 2025Q2: 26,685 shares; 2025Q3: 25,350 shares; 2025Q4: 147,748 shares 147,748 $11.9M 0.38% +122,398 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 205,026 shares; 2025Q3: 210,526 shares; 2025Q4: 210,525 shares 210,525 $11.4M 0.37% -1 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: 19,359 shares; 2024Q4: 215,101 shares; 2025Q1: 209,767 shares; 2025Q2: 314,912 shares; 2025Q3: 307,199 shares; 2025Q4: 410,392 shares 410,392 $11.3M 0.36% +103,193 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: 28,581 shares; 2024Q4: 30,378 shares; 2025Q1: 35,903 shares; 2025Q2: 52,497 shares; 2025Q3: 65,359 shares; 2025Q4: 87,021 shares 87,021 $10.5M 0.34% +21,662 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,228 shares; 2025Q1: 124,101 shares; 2025Q2: 134,091 shares; 2025Q3: 187,820 shares; 2025Q4: 210,463 shares 210,463 $10.5M 0.34% +22,643 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,468 shares; 2024Q4: 27,262 shares; 2025Q1: 59,626 shares; 2025Q2: 79,087 shares; 2025Q3: 145,313 shares; 2025Q4: 218,282 shares 218,282 $10.3M 0.33% +72,969 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: 35,512 shares; 2024Q4: 27,001 shares; 2025Q1: 25,328 shares; 2025Q2: 21,796 shares; 2025Q3: 291,202 shares; 2025Q4: 297,275 shares 297,275 $10.2M 0.33% +6,073 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: 5,237 shares; 2024Q4: 10,936 shares; 2025Q1: 13,341 shares; 2025Q2: 18,983 shares; 2025Q3: 22,234 shares; 2025Q4: 28,922 shares 28,922 $10.1M 0.33% +6,688 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: 15,666 shares; 2024Q4: 17,895 shares; 2025Q1: 29,136 shares; 2025Q2: 48,222 shares; 2025Q3: 66,372 shares; 2025Q4: 152,392 shares 152,392 $10.1M 0.32% +86,020 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: not reported; 2024Q4: not reported; 2025Q1: 5,059 shares; 2025Q2: 13,221 shares; 2025Q3: 13,558 shares; 2025Q4: 114,376 shares 114,376 $9.68M 0.31% +100,818 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: not reported; 2024Q4: not reported; 2025Q1: 10,063 shares; 2025Q2: 16,164 shares; 2025Q3: 151,658 shares; 2025Q4: 192,203 shares 192,203 $9.54M 0.31% +40,545 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217,209 shares 217,209 $9.49M 0.31% new 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: 27,479 shares; 2024Q4: 33,893 shares; 2025Q1: 39,798 shares; 2025Q2: 52,490 shares; 2025Q3: 61,438 shares; 2025Q4: 84,672 shares 84,672 $9.43M 0.3% +23,234 Timeline ZAP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,645 shares; 2025Q4: 299,931 shares 299,931 $8.72M 0.28% +233,286 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: 9,588 shares; 2024Q4: 17,728 shares; 2025Q1: 20,236 shares; 2025Q2: 24,686 shares; 2025Q3: 29,922 shares; 2025Q4: 36,568 shares 36,568 $8.36M 0.27% +6,646 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 2,778 shares; 2025Q1: 2,965 shares; 2025Q2: 1,731 shares; 2025Q3: 2,002 shares; 2025Q4: 53,515 shares 53,515 $8.28M 0.27% +51,513 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 164,040 shares; 2025Q4: 165,328 shares 165,328 $8.28M 0.27% +1,288 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,823 shares 68,823 $8.22M 0.27% new 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: 1,034 shares; 2024Q4: 3,444 shares; 2025Q1: 4,100 shares; 2025Q2: 5,126 shares; 2025Q3: 8,791 shares; 2025Q4: 9,329 shares 9,329 $8.05M 0.26% +538 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: 14,915 shares; 2024Q4: 16,864 shares; 2025Q1: 19,170 shares; 2025Q2: 24,377 shares; 2025Q3: 74,264 shares; 2025Q4: 74,150 shares 74,150 $7.91M 0.26% -114 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: 5,922 shares; 2025Q1: 7,136 shares; 2025Q2: 10,772 shares; 2025Q3: 11,447 shares; 2025Q4: 13,492 shares 13,492 $7.7M 0.25% +2,045 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: 12,468 shares; 2024Q4: 14,892 shares; 2025Q1: 18,265 shares; 2025Q2: 19,132 shares; 2025Q3: 21,982 shares; 2025Q4: 135,085 shares 135,085 $7.67M 0.25% +113,103 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,165 shares; 2025Q1: 2,322 shares; 2025Q2: 1,317 shares; 2025Q3: 1,358 shares; 2025Q4: 36,248 shares 36,248 $7.62M 0.25% +34,890 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,991 shares; 2024Q4: 16,368 shares; 2025Q1: 15,021 shares; 2025Q2: 15,416 shares; 2025Q3: 15,716 shares; 2025Q4: 18,395 shares 18,395 $7.29M 0.24% +2,679 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238,046 shares; 2025Q3: 208,777 shares; 2025Q4: 244,641 shares 244,641 $7.24M 0.23% +35,864 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: not reported; 2024Q4: not reported; 2025Q1: 48,561 shares; 2025Q2: 76,445 shares; 2025Q3: 92,048 shares; 2025Q4: 94,878 shares 94,878 $7.04M 0.23% +2,830 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 4,275 shares; 2025Q1: 4,723 shares; 2025Q2: 5,799 shares; 2025Q3: 5,445 shares; 2025Q4: 90,619 shares 90,619 $6.8M 0.22% +85,174 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: 9,014 shares; 2024Q4: 16,851 shares; 2025Q1: 19,692 shares; 2025Q2: 22,214 shares; 2025Q3: 22,715 shares; 2025Q4: 32,588 shares 32,588 $6.74M 0.22% +9,873 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: 5,143 shares; 2024Q4: 7,187 shares; 2025Q1: 8,190 shares; 2025Q2: 12,033 shares; 2025Q3: 14,326 shares; 2025Q4: 19,478 shares 19,478 $6.7M 0.22% +5,152 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: 110,402 shares; 2025Q4: 113,758 shares 113,758 $6.68M 0.22% +3,356 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,846 shares; 2025Q1: not reported; 2025Q2: 2,795 shares; 2025Q3: 17,683 shares; 2025Q4: 22,814 shares 22,814 $6.51M 0.21% +5,131 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: 5,757 shares; 2024Q4: 14,155 shares; 2025Q1: 19,001 shares; 2025Q2: 25,474 shares; 2025Q3: 30,805 shares; 2025Q4: 42,302 shares 42,302 $6.45M 0.21% +11,497 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,922 shares 91,922 $6.41M 0.21% new 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: 14,036 shares; 2024Q4: 14,127 shares; 2025Q1: 14,969 shares; 2025Q2: 16,843 shares; 2025Q3: 17,568 shares; 2025Q4: 21,296 shares 21,296 $6.31M 0.2% +3,728 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: 1,800 shares; 2024Q4: 2,050 shares; 2025Q1: 3,456 shares; 2025Q2: 3,218 shares; 2025Q3: 3,820 shares; 2025Q4: 32,520 shares 32,520 $6.23M 0.2% +28,700 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189,391 shares; 2025Q4: 195,774 shares 195,774 $6.2M 0.2% +6,383 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: 12,338 shares; 2024Q4: 15,173 shares; 2025Q1: 28,148 shares; 2025Q2: 36,704 shares; 2025Q3: 48,164 shares; 2025Q4: 90,144 shares 90,144 $6.06M 0.2% +41,980 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: 18,303 shares; 2024Q4: 23,246 shares; 2025Q1: 34,079 shares; 2025Q2: 38,276 shares; 2025Q3: 41,317 shares; 2025Q4: 50,366 shares 50,366 $6.05M 0.2% +9,049 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161,148 shares 161,148 $5.97M 0.19% new 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: 10,009 shares; 2024Q4: 25,013 shares; 2025Q1: 22,314 shares; 2025Q2: 225,410 shares; 2025Q3: 233,691 shares; 2025Q4: 227,410 shares 227,410 $5.96M 0.19% -6,281 Timeline BIL 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: not reported; 2024Q4: 4,347 shares; 2025Q1: 12,938 shares; 2025Q2: 12,242 shares; 2025Q3: 60,517 shares; 2025Q4: 62,496 shares 62,496 $5.71M 0.18% +1,979 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 11,060 shares; 2025Q1: 12,138 shares; 2025Q2: 13,745 shares; 2025Q3: 15,325 shares; 2025Q4: 18,578 shares 18,578 $5.68M 0.18% +3,253 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: 4,944 shares; 2024Q4: 4,980 shares; 2025Q1: 11,823 shares; 2025Q2: 16,327 shares; 2025Q3: 24,697 shares; 2025Q4: 27,381 shares 27,381 $5.44M 0.18% +2,684 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: 6,663 shares; 2024Q4: 11,835 shares; 2025Q1: 12,894 shares; 2025Q2: 15,625 shares; 2025Q3: 22,561 shares; 2025Q4: 30,591 shares 30,591 $5.44M 0.18% +8,030 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: 4,104 shares; 2024Q4: 4,040 shares; 2025Q1: 4,267 shares; 2025Q2: 5,105 shares; 2025Q3: 6,014 shares; 2025Q4: 8,975 shares 8,975 $5.14M 0.17% +2,961 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: 47,509 shares; 2024Q4: 101,337 shares; 2025Q1: 116,260 shares; 2025Q2: 134,880 shares; 2025Q3: 184,938 shares; 2025Q4: 212,967 shares 212,967 $5.12M 0.17% +28,029 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157,552 shares; 2025Q3: 104,791 shares; 2025Q4: 108,017 shares 108,017 $5M 0.16% +3,226 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: 5,108 shares; 2024Q4: 6,783 shares; 2025Q1: 16,201 shares; 2025Q2: 23,114 shares; 2025Q3: 32,154 shares; 2025Q4: 51,488 shares 51,488 $4.96M 0.16% +19,334 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172,440 shares 172,440 $4.91M 0.16% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,698 shares; 2025Q4: 12,581 shares 12,581 $4.87M 0.16% -117 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES 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: 63,271 shares; 2025Q2: 63,262 shares; 2025Q3: 67,899 shares; 2025Q4: 68,705 shares 68,705 $4.75M 0.15% +806 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,024 shares; 2025Q2: 70,147 shares; 2025Q3: 93,186 shares; 2025Q4: 92,960 shares 92,960 $4.74M 0.15% -226 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: 8,973 shares; 2024Q4: 8,517 shares; 2025Q1: 10,250 shares; 2025Q2: 11,832 shares; 2025Q3: 18,695 shares; 2025Q4: 25,550 shares 25,550 $4.69M 0.15% +6,855 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,877 shares 41,877 $4.68M 0.15% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 2,849 shares; 2025Q1: 2,979 shares; 2025Q2: 3,309 shares; 2025Q3: 3,617 shares; 2025Q4: 5,289 shares 5,289 $4.65M 0.15% +1,672 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: 23,866 shares; 2024Q4: 33,654 shares; 2025Q1: 35,816 shares; 2025Q2: 39,826 shares; 2025Q3: 39,767 shares; 2025Q4: 43,097 shares 43,097 $4.6M 0.15% +3,330 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 7,230 shares; 2025Q1: 7,958 shares; 2025Q2: 8,962 shares; 2025Q3: 13,013 shares; 2025Q4: 14,810 shares 14,810 $4.56M 0.15% +1,797 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: 23,420 shares; 2024Q4: 38,906 shares; 2025Q1: 39,219 shares; 2025Q2: 53,719 shares; 2025Q3: 70,251 shares; 2025Q4: 111,856 shares 111,856 $4.56M 0.15% +41,605 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: 24,372 shares; 2024Q4: 19,272 shares; 2025Q1: 16,556 shares; 2025Q2: 29,528 shares; 2025Q3: 29,749 shares; 2025Q4: 57,028 shares 57,028 $4.55M 0.15% +27,279 Timeline FBND 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: 4,323 shares; 2024Q4: 59,092 shares; 2025Q1: 79,430 shares; 2025Q2: 77,899 shares; 2025Q3: 75,578 shares; 2025Q4: 98,179 shares 98,179 $4.52M 0.15% +22,601 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,263 shares; 2025Q4: 58,230 shares 58,230 $4.48M 0.14% +967 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: 2,886 shares; 2024Q4: 5,910 shares; 2025Q1: 6,675 shares; 2025Q2: 13,653 shares; 2025Q3: 17,954 shares; 2025Q4: 28,758 shares 28,758 $4.42M 0.14% +10,804 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: 5,609 shares; 2024Q4: 5,770 shares; 2025Q1: 6,762 shares; 2025Q2: 8,630 shares; 2025Q3: 8,843 shares; 2025Q4: 9,229 shares 9,229 $4.37M 0.14% +386 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: not reported; 2024Q4: 27,566 shares; 2025Q1: 43,768 shares; 2025Q2: 53,345 shares; 2025Q3: 57,353 shares; 2025Q4: 58,950 shares 58,950 $4.28M 0.14% +1,597 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: 5,567 shares; 2024Q4: 10,245 shares; 2025Q1: 13,821 shares; 2025Q2: 17,093 shares; 2025Q3: 17,710 shares; 2025Q4: 26,512 shares 26,512 $4.25M 0.14% +8,802 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: 41,537 shares; 2024Q4: 61,712 shares; 2025Q1: 70,855 shares; 2025Q2: 65,736 shares; 2025Q3: 133,965 shares; 2025Q4: 166,952 shares 166,952 $4.19M 0.14% +32,987 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: 4,306 shares; 2024Q4: 4,991 shares; 2025Q1: 18,445 shares; 2025Q2: 30,844 shares; 2025Q3: 28,613 shares; 2025Q4: 33,825 shares 33,825 $4.17M 0.13% +5,212 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: 19,316 shares; 2024Q4: 27,520 shares; 2025Q1: 29,260 shares; 2025Q2: 34,454 shares; 2025Q3: 45,202 shares; 2025Q4: 52,788 shares 52,788 $4.07M 0.13% +7,586 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,536 shares; 2025Q3: 51,850 shares; 2025Q4: 95,386 shares 95,386 $4.06M 0.13% +43,536 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,241 shares; 2024Q4: 6,205 shares; 2025Q1: 11,257 shares; 2025Q2: 13,754 shares; 2025Q3: 20,615 shares; 2025Q4: 27,996 shares 27,996 $4.02M 0.13% +7,381 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: 11,065 shares; 2024Q4: 11,219 shares; 2025Q1: 10,950 shares; 2025Q2: 11,137 shares; 2025Q3: 11,663 shares; 2025Q4: 41,742 shares 41,742 $4.01M 0.13% +30,079 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: 50,149 shares; 2025Q1: 53,660 shares; 2025Q2: 51,426 shares; 2025Q3: 61,319 shares; 2025Q4: 86,493 shares 86,493 $3.93M 0.13% +25,174 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: not reported; 2024Q4: 16,279 shares; 2025Q1: 18,274 shares; 2025Q2: 18,874 shares; 2025Q3: 57,881 shares; 2025Q4: 60,096 shares 60,096 $3.87M 0.13% +2,215 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: 3,840 shares; 2024Q4: 3,603 shares; 2025Q1: 3,880 shares; 2025Q2: 5,374 shares; 2025Q3: 10,868 shares; 2025Q4: 11,862 shares 11,862 $3.78M 0.12% +994 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: 8,606 shares; 2024Q4: 20,240 shares; 2025Q1: 20,668 shares; 2025Q2: 21,305 shares; 2025Q3: 20,462 shares; 2025Q4: 30,120 shares 30,120 $3.77M 0.12% +9,658 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: not reported; 2024Q4: not reported; 2025Q1: 17,732 shares; 2025Q2: 36,028 shares; 2025Q3: 37,976 shares; 2025Q4: 53,827 shares 53,827 $3.75M 0.12% +15,851 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: 870 shares; 2024Q4: 2,580 shares; 2025Q1: 1,574 shares; 2025Q2: 4,670 shares; 2025Q3: 4,790 shares; 2025Q4: 7,637 shares 7,637 $3.69M 0.12% +2,847 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: 12,920 shares; 2024Q4: 51,755 shares; 2025Q1: 53,974 shares; 2025Q2: 91,488 shares; 2025Q3: 86,522 shares; 2025Q4: 145,380 shares 145,380 $3.61M 0.12% +58,858 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: 6,406 shares; 2024Q4: 7,948 shares; 2025Q1: 9,377 shares; 2025Q2: 11,700 shares; 2025Q3: 13,806 shares; 2025Q4: 16,314 shares 16,314 $3.49M 0.11% +2,508 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 3,354 shares; 2025Q1: 6,934 shares; 2025Q2: 10,496 shares; 2025Q3: 10,327 shares; 2025Q4: 11,070 shares 11,070 $3.48M 0.11% +743 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: not reported; 2024Q4: not reported; 2025Q1: 9,079 shares; 2025Q2: 7,452 shares; 2025Q3: 18,718 shares; 2025Q4: 45,609 shares 45,609 $3.38M 0.11% +26,891 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: 953 shares; 2024Q4: 1,102 shares; 2025Q1: 1,550 shares; 2025Q2: 2,093 shares; 2025Q3: 2,578 shares; 2025Q4: 35,959 shares 35,959 $3.37M 0.11% +33,381 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: 1,890 shares; 2024Q4: 9,938 shares; 2025Q1: 12,176 shares; 2025Q2: 13,195 shares; 2025Q3: 16,064 shares; 2025Q4: 18,165 shares 18,165 $3.35M 0.11% +2,101 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: 11,156 shares; 2024Q4: 53,644 shares; 2025Q1: 63,323 shares; 2025Q2: 55,674 shares; 2025Q3: 67,875 shares; 2025Q4: 66,522 shares 66,522 $3.35M 0.11% -1,353 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: 26,368 shares; 2024Q4: 32,310 shares; 2025Q1: 32,094 shares; 2025Q2: 36,473 shares; 2025Q3: 36,881 shares; 2025Q4: 47,783 shares 47,783 $3.34M 0.11% +10,902 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,518 shares; 2024Q4: 19,397 shares; 2025Q1: 20,775 shares; 2025Q2: 26,068 shares; 2025Q3: 27,969 shares; 2025Q4: 32,831 shares 32,831 $3.28M 0.11% +4,862 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: 9,619 shares; 2024Q4: 27,120 shares; 2025Q1: 13,115 shares; 2025Q2: 13,882 shares; 2025Q3: 20,327 shares; 2025Q4: 123,761 shares 123,761 $3.28M 0.11% +103,434 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,175 shares 42,175 $3.28M 0.11% new 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: 4,084 shares; 2024Q4: 3,988 shares; 2025Q1: 6,862 shares; 2025Q2: 9,294 shares; 2025Q3: 13,326 shares; 2025Q4: 19,102 shares 19,102 $3.27M 0.11% +5,776 Timeline HYZD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,014 shares 143,014 $3.22M 0.1% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,817 shares 26,817 $3.2M 0.1% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,347 shares; 2024Q4: 9,468 shares; 2025Q1: 10,412 shares; 2025Q2: 11,632 shares; 2025Q3: 13,432 shares; 2025Q4: 16,181 shares 16,181 $3.15M 0.1% +2,749 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,545 shares; 2025Q3: 66,072 shares; 2025Q4: 67,261 shares 67,261 $3.15M 0.1% +1,189 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: 9,682 shares; 2024Q4: 13,907 shares; 2025Q1: 14,856 shares; 2025Q2: 18,547 shares; 2025Q3: 18,962 shares; 2025Q4: 21,921 shares 21,921 $3.15M 0.1% +2,959 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 3,041 shares; 2025Q1: 3,177 shares; 2025Q2: 3,406 shares; 2025Q3: 3,711 shares; 2025Q4: 4,747 shares 4,747 $3.14M 0.1% +1,036 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: 12,458 shares; 2024Q4: 14,798 shares; 2025Q1: 31,661 shares; 2025Q2: 38,509 shares; 2025Q3: 37,055 shares; 2025Q4: 56,355 shares 56,355 $3.1M 0.1% +19,300 Timeline ONEY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,164 shares 27,164 $3.08M 0.1% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,823 shares; 2024Q4: 25,930 shares; 2025Q1: 27,575 shares; 2025Q2: 46,410 shares; 2025Q3: 47,277 shares; 2025Q4: 57,170 shares 57,170 $3.08M 0.1% +9,893 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 73,736 shares 73,736 $3.07M 0.1% new Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130,949 shares; 2025Q4: 63,865 shares 63,865 $3.06M 0.1% -67,084 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,349 shares; 2024Q4: 24,262 shares; 2025Q1: 24,092 shares; 2025Q2: 59,323 shares; 2025Q3: 72,201 shares; 2025Q4: 66,926 shares 66,926 $3.06M 0.1% -5,275 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: 40,853 shares; 2024Q4: 42,940 shares; 2025Q1: 45,408 shares; 2025Q2: 45,950 shares; 2025Q3: 7,603 shares; 2025Q4: 9,184 shares 9,184 $3.01M 0.1% +1,581 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: 9,708 shares; 2024Q4: 12,010 shares; 2025Q1: 13,919 shares; 2025Q2: 15,406 shares; 2025Q3: 15,762 shares; 2025Q4: 37,362 shares 37,362 $3M 0.1% +21,600 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: 3,731 shares; 2024Q4: 3,927 shares; 2025Q1: 4,746 shares; 2025Q2: 5,237 shares; 2025Q3: 6,269 shares; 2025Q4: 10,307 shares 10,307 $2.99M 0.1% +4,038 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: 2,060 shares; 2024Q4: 2,283 shares; 2025Q1: 3,101 shares; 2025Q2: 5,209 shares; 2025Q3: 6,853 shares; 2025Q4: 12,370 shares 12,370 $2.98M 0.1% +5,517 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 54,285 shares 54,285 $2.98M 0.1% new 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: 2,179 shares; 2024Q4: 6,012 shares; 2025Q1: 8,369 shares; 2025Q2: 12,293 shares; 2025Q3: 15,142 shares; 2025Q4: 19,254 shares 19,254 $2.97M 0.1% +4,112 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: 16,374 shares; 2024Q4: 17,535 shares; 2025Q1: 16,804 shares; 2025Q2: 18,719 shares; 2025Q3: 42,865 shares; 2025Q4: 66,518 shares 66,518 $2.95M 0.1% +23,653 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: 389 shares; 2025Q1: 1,036 shares; 2025Q2: 1,472 shares; 2025Q3: 1,619 shares; 2025Q4: 2,750 shares 2,750 $2.94M 0.1% +1,131 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,455 shares 31,455 $2.94M 0.09% new Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,107 shares; 2024Q4: 105,237 shares; 2025Q1: 96,923 shares; 2025Q2: 91,786 shares; 2025Q3: 91,036 shares; 2025Q4: 90,344 shares 90,344 $2.94M 0.09% -692 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: 31,280 shares; 2024Q4: 111,166 shares; 2025Q1: 112,795 shares; 2025Q2: 124,189 shares; 2025Q3: 118,860 shares; 2025Q4: 107,844 shares 107,844 $2.93M 0.09% -11,016 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 2,210 shares; 2025Q1: 2,608 shares; 2025Q2: 5,136 shares; 2025Q3: 6,842 shares; 2025Q4: 11,490 shares 11,490 $2.91M 0.09% +4,648 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,101 shares 122,101 $2.9M 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,104 shares; 2025Q3: 5,756 shares; 2025Q4: 7,002 shares 7,002 $2.89M 0.09% +1,246 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: 2,337 shares; 2024Q4: 3,926 shares; 2025Q1: 5,108 shares; 2025Q2: 6,385 shares; 2025Q3: 8,026 shares; 2025Q4: 12,669 shares 12,669 $2.88M 0.09% +4,643 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: 3,183 shares; 2024Q4: 4,797 shares; 2025Q1: 5,828 shares; 2025Q2: 7,326 shares; 2025Q3: 7,836 shares; 2025Q4: 10,830 shares 10,830 $2.87M 0.09% +2,994 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,404 shares; 2024Q4: 22,477 shares; 2025Q1: 20,016 shares; 2025Q2: 20,418 shares; 2025Q3: 20,665 shares; 2025Q4: 22,439 shares 22,439 $2.86M 0.09% +1,774 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,995 shares; 2024Q4: 17,421 shares; 2025Q1: 18,418 shares; 2025Q2: 17,497 shares; 2025Q3: 32,445 shares; 2025Q4: 50,482 shares 50,482 $2.86M 0.09% +18,037 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: 4,489 shares; 2024Q4: 9,431 shares; 2025Q1: 10,931 shares; 2025Q2: 14,588 shares; 2025Q3: 16,061 shares; 2025Q4: 29,777 shares 29,777 $2.86M 0.09% +13,716 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,221 shares 55,221 $2.83M 0.09% new 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: not reported; 2024Q4: 7,278 shares; 2025Q1: 6,428 shares; 2025Q2: 7,877 shares; 2025Q3: 23,297 shares; 2025Q4: 29,836 shares 29,836 $2.81M 0.09% +6,539 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 4,367 shares; 2025Q1: 6,232 shares; 2025Q2: 7,770 shares; 2025Q3: 7,859 shares; 2025Q4: 12,658 shares 12,658 $2.78M 0.09% +4,799 Timeline GSEW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,569 shares 32,569 $2.77M 0.09% new Timeline VCRB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,265 shares; 2025Q3: 22,753 shares; 2025Q4: 35,416 shares 35,416 $2.76M 0.09% +12,663 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,089 shares 40,089 $2.75M 0.09% new Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES 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: 65,168 shares 65,168 $2.75M 0.09% new 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: 1,865 shares; 2024Q4: 2,358 shares; 2025Q1: 3,257 shares; 2025Q2: 4,246 shares; 2025Q3: 5,075 shares; 2025Q4: 7,402 shares 7,402 $2.74M 0.09% +2,327 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: 7,148 shares; 2024Q4: 7,343 shares; 2025Q1: 7,214 shares; 2025Q2: 8,085 shares; 2025Q3: 16,940 shares; 2025Q4: 25,567 shares 25,567 $2.69M 0.09% +8,627 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: 20,346 shares; 2024Q4: 20,102 shares; 2025Q1: 20,513 shares; 2025Q2: 28,615 shares; 2025Q3: 27,700 shares; 2025Q4: 59,294 shares 59,294 $2.68M 0.09% +31,594 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,597 shares 120,597 $2.68M 0.09% new 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: 10,487 shares; 2024Q4: 11,385 shares; 2025Q1: 12,793 shares; 2025Q2: 17,149 shares; 2025Q3: 19,553 shares; 2025Q4: 28,694 shares 28,694 $2.67M 0.09% +9,141 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,001 shares 19,001 $2.64M 0.09% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,964 shares; 2025Q2: 32,309 shares; 2025Q3: 55,098 shares; 2025Q4: 105,418 shares 105,418 $2.63M 0.08% +50,320 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: 6,810 shares; 2025Q3: 35,138 shares; 2025Q4: 34,649 shares 34,649 $2.61M 0.08% -489 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,465 shares; 2025Q1: 7,037 shares; 2025Q2: 14,164 shares; 2025Q3: 13,547 shares; 2025Q4: 70,835 shares 70,835 $2.61M 0.08% +57,288 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS 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: 48,231 shares; 2025Q2: 48,549 shares; 2025Q3: 46,997 shares; 2025Q4: 47,213 shares 47,213 $2.59M 0.08% +216 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: not reported; 2024Q4: not reported; 2025Q1: 7,034 shares; 2025Q2: 21,704 shares; 2025Q3: 54,556 shares; 2025Q4: 67,872 shares 67,872 $2.59M 0.08% +13,316 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,089 shares; 2025Q2: 39,263 shares; 2025Q3: 40,384 shares; 2025Q4: 61,026 shares 61,026 $2.52M 0.08% +20,642 Timeline MOAT 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: 3,522 shares; 2025Q1: 2,659 shares; 2025Q2: 4,240 shares; 2025Q3: 4,048 shares; 2025Q4: 24,310 shares 24,310 $2.52M 0.08% +20,262 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: 3,870 shares; 2024Q4: 4,782 shares; 2025Q1: 7,307 shares; 2025Q2: 8,153 shares; 2025Q3: 10,335 shares; 2025Q4: 28,276 shares 28,276 $2.5M 0.08% +17,941 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,940 shares 54,940 $2.44M 0.08% new 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: 3,908 shares; 2024Q4: 11,556 shares; 2025Q1: 12,016 shares; 2025Q2: 12,595 shares; 2025Q3: 9,803 shares; 2025Q4: 13,765 shares 13,765 $2.44M 0.08% +3,962 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: not reported; 2024Q4: 1,138 shares; 2025Q1: 1,542 shares; 2025Q2: 2,172 shares; 2025Q3: 6,268 shares; 2025Q4: 7,149 shares 7,149 $2.41M 0.08% +881 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,601 shares; 2025Q3: 13,214 shares; 2025Q4: 17,704 shares 17,704 $2.39M 0.08% +4,490 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: 1,030 shares; 2024Q4: 979 shares; 2025Q1: 1,072 shares; 2025Q2: 1,728 shares; 2025Q3: 3,700 shares; 2025Q4: 5,581 shares 5,581 $2.38M 0.08% +1,881 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: 2,098 shares; 2024Q4: 2,380 shares; 2025Q1: 4,621 shares; 2025Q2: 5,122 shares; 2025Q3: 7,651 shares; 2025Q4: 7,821 shares 7,821 $2.38M 0.08% +170 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,769 shares; 2025Q3: 9,275 shares; 2025Q4: 15,936 shares 15,936 $2.37M 0.08% +6,661 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,167 shares; 2024Q4: 7,557 shares; 2025Q1: 6,991 shares; 2025Q2: 12,096 shares; 2025Q3: 11,385 shares; 2025Q4: 10,465 shares 10,465 $2.35M 0.08% -920 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: 61,641 shares; 2024Q4: 61,553 shares; 2025Q1: 64,235 shares; 2025Q2: 64,527 shares; 2025Q3: 80,857 shares; 2025Q4: 63,633 shares 63,633 $2.35M 0.08% -17,224 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: 30,888 shares; 2024Q4: 63,802 shares; 2025Q1: 66,609 shares; 2025Q2: 70,851 shares; 2025Q3: 80,492 shares; 2025Q4: 82,430 shares 82,430 $2.35M 0.08% +1,938 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: 7,654 shares; 2024Q4: 15,367 shares; 2025Q1: 17,221 shares; 2025Q2: 17,334 shares; 2025Q3: 16,882 shares; 2025Q4: 20,515 shares 20,515 $2.33M 0.08% +3,633 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,761 shares; 2025Q1: 1,984 shares; 2025Q2: 2,555 shares; 2025Q3: 3,269 shares; 2025Q4: 3,567 shares 3,567 $2.33M 0.08% +298 Timeline XMMO 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: 13,657 shares; 2024Q4: 13,981 shares; 2025Q1: 14,650 shares; 2025Q2: 14,814 shares; 2025Q3: 15,746 shares; 2025Q4: 16,786 shares 16,786 $2.32M 0.08% +1,040 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: 12,138 shares; 2024Q4: 15,792 shares; 2025Q1: 15,476 shares; 2025Q2: 18,567 shares; 2025Q3: 18,867 shares; 2025Q4: 24,271 shares 24,271 $2.27M 0.07% +5,404 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: 5,240 shares; 2024Q4: 15,467 shares; 2025Q1: 16,342 shares; 2025Q2: 18,492 shares; 2025Q3: 31,822 shares; 2025Q4: 37,883 shares 37,883 $2.18M 0.07% +6,061 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: 24,461 shares; 2024Q4: 26,402 shares; 2025Q1: 45,208 shares; 2025Q2: 27,780 shares; 2025Q3: 27,061 shares; 2025Q4: 28,008 shares 28,008 $2.18M 0.07% +947 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: 15,852 shares; 2024Q4: 14,845 shares; 2025Q1: 17,399 shares; 2025Q2: 16,414 shares; 2025Q3: 15,601 shares; 2025Q4: 23,120 shares 23,120 $2.17M 0.07% +7,519 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: 3,312 shares; 2024Q4: 4,352 shares; 2025Q1: 4,991 shares; 2025Q2: 7,212 shares; 2025Q3: 4,766 shares; 2025Q4: 6,574 shares 6,574 $2.17M 0.07% +1,808 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: 2,740 shares; 2024Q4: 13,202 shares; 2025Q1: 9,317 shares; 2025Q2: 12,864 shares; 2025Q3: 17,382 shares; 2025Q4: 26,534 shares 26,534 $2.17M 0.07% +9,152 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,543 shares; 2025Q1: 47,275 shares; 2025Q2: 45,953 shares; 2025Q3: 70,389 shares; 2025Q4: 81,022 shares 81,022 $2.16M 0.07% +10,633 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: not reported; 2024Q4: 3,377 shares; 2025Q1: 5,559 shares; 2025Q2: 6,871 shares; 2025Q3: 7,836 shares; 2025Q4: 10,645 shares 10,645 $2.16M 0.07% +2,809 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: not reported; 2024Q4: 7,249 shares; 2025Q1: 8,299 shares; 2025Q2: 19,783 shares; 2025Q3: 22,115 shares; 2025Q4: 28,629 shares 28,629 $2.16M 0.07% +6,514 Timeline BLV 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: 27,661 shares; 2024Q4: 29,075 shares; 2025Q1: 27,966 shares; 2025Q2: 27,499 shares; 2025Q3: 28,443 shares; 2025Q4: 30,721 shares 30,721 $2.14M 0.07% +2,278 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: not reported; 2024Q4: not reported; 2025Q1: 7,307 shares; 2025Q2: 16,987 shares; 2025Q3: 18,775 shares; 2025Q4: 21,380 shares 21,380 $2.13M 0.07% +2,605 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 11,263 shares; 2025Q1: 8,757 shares; 2025Q2: 11,392 shares; 2025Q3: 14,337 shares; 2025Q4: 22,361 shares 22,361 $2.13M 0.07% +8,024 Timeline ANGL 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: 64,856 shares; 2025Q1: 71,631 shares; 2025Q2: 71,350 shares; 2025Q3: 71,682 shares; 2025Q4: 72,526 shares 72,526 $2.13M 0.07% +844 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: 3,377 shares; 2024Q4: 5,379 shares; 2025Q1: 5,901 shares; 2025Q2: 6,828 shares; 2025Q3: 7,619 shares; 2025Q4: 9,536 shares 9,536 $2.1M 0.07% +1,917 Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 58,682 shares 58,682 $2.09M 0.07% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,790 shares; 2024Q4: 21,081 shares; 2025Q1: 36,851 shares; 2025Q2: 35,300 shares; 2025Q3: 35,661 shares; 2025Q4: 34,426 shares 34,426 $2.07M 0.07% -1,235 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,257 shares; 2025Q3: 12,563 shares; 2025Q4: 34,996 shares 34,996 $2.06M 0.07% +22,433 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,860 shares; 2025Q1: 7,646 shares; 2025Q2: 7,556 shares; 2025Q3: 7,413 shares; 2025Q4: 7,372 shares 7,372 $2.04M 0.07% -41 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: 4,925 shares; 2024Q4: 4,980 shares; 2025Q1: 5,881 shares; 2025Q2: 5,394 shares; 2025Q3: 7,612 shares; 2025Q4: 8,264 shares 8,264 $2.03M 0.07% +652 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: 1,811 shares; 2024Q4: 2,027 shares; 2025Q1: 2,158 shares; 2025Q2: 2,211 shares; 2025Q3: 5,526 shares; 2025Q4: 8,769 shares 8,769 $2.03M 0.07% +3,243 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 6,885 shares; 2025Q3: 6,745 shares; 2025Q4: 55,395 shares 55,395 $2.03M 0.07% +48,650 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: 10,956 shares; 2024Q4: 9,461 shares; 2025Q1: 9,297 shares; 2025Q2: 12,431 shares; 2025Q3: 14,008 shares; 2025Q4: 17,127 shares 17,127 $2M 0.06% +3,119 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: 1,388 shares; 2024Q4: 1,644 shares; 2025Q1: 1,965 shares; 2025Q2: 2,120 shares; 2025Q3: 3,107 shares; 2025Q4: 5,630 shares 5,630 $1.98M 0.06% +2,523 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,756 shares; 2025Q4: 34,150 shares 34,150 $1.96M 0.06% +2,394 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,241 shares 36,241 $1.96M 0.06% new 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: 2,915 shares; 2024Q4: 3,625 shares; 2025Q1: 3,805 shares; 2025Q2: 4,858 shares; 2025Q3: 4,921 shares; 2025Q4: 5,517 shares 5,517 $1.95M 0.06% +596 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: 552 shares; 2024Q4: 513 shares; 2025Q1: 798 shares; 2025Q2: 1,636 shares; 2025Q3: 2,332 shares; 2025Q4: 3,721 shares 3,721 $1.94M 0.06% +1,389 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,227 shares; 2025Q1: 3,059 shares; 2025Q2: 4,323 shares; 2025Q3: 4,216 shares; 2025Q4: 7,541 shares 7,541 $1.94M 0.06% +3,325 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: not reported; 2024Q4: 8,543 shares; 2025Q1: 10,786 shares; 2025Q2: 21,899 shares; 2025Q3: 25,297 shares; 2025Q4: 30,907 shares 30,907 $1.93M 0.06% +5,610 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: 11,541 shares; 2024Q4: 2,645 shares; 2025Q1: 2,980 shares; 2025Q2: 6,613 shares; 2025Q3: 7,026 shares; 2025Q4: 14,460 shares 14,460 $1.92M 0.06% +7,434 Timeline VIGI 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: not reported; 2024Q4: 28,056 shares; 2025Q1: 26,881 shares; 2025Q2: 25,201 shares; 2025Q3: 23,441 shares; 2025Q4: 20,931 shares 20,931 $1.91M 0.06% -2,510 Timeline RDVY 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: 13,585 shares; 2024Q4: 13,885 shares; 2025Q1: 17,308 shares; 2025Q2: 18,053 shares; 2025Q3: 20,404 shares; 2025Q4: 27,430 shares 27,430 $1.91M 0.06% +7,026 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: 7,061 shares; 2024Q4: 5,403 shares; 2025Q1: 5,320 shares; 2025Q2: 15,828 shares; 2025Q3: 19,784 shares; 2025Q4: 37,169 shares 37,169 $1.89M 0.06% +17,385 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: 18,624 shares; 2024Q4: 18,867 shares; 2025Q1: 18,606 shares; 2025Q2: 18,640 shares; 2025Q3: 43,782 shares; 2025Q4: 38,825 shares 38,825 $1.88M 0.06% -4,957 Timeline LQD 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: 6,737 shares; 2024Q4: 7,255 shares; 2025Q1: 5,070 shares; 2025Q2: 10,140 shares; 2025Q3: 14,347 shares; 2025Q4: 16,843 shares 16,843 $1.86M 0.06% +2,496 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: 14,535 shares; 2024Q4: 13,498 shares; 2025Q1: 15,201 shares; 2025Q2: 14,531 shares; 2025Q3: 14,689 shares; 2025Q4: 18,175 shares 18,175 $1.85M 0.06% +3,486 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: 6,227 shares; 2024Q4: 8,976 shares; 2025Q1: 8,692 shares; 2025Q2: 20,163 shares; 2025Q3: 25,218 shares; 2025Q4: 22,380 shares 22,380 $1.85M 0.06% -2,838 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,466 shares; 2025Q1: 2,157 shares; 2025Q2: 3,708 shares; 2025Q3: 5,104 shares; 2025Q4: 5,270 shares 5,270 $1.84M 0.06% +166 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: 3,184 shares; 2024Q4: 3,141 shares; 2025Q1: 4,886 shares; 2025Q2: 4,033 shares; 2025Q3: 3,976 shares; 2025Q4: 16,338 shares 16,338 $1.83M 0.06% +12,362 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: not reported; 2024Q4: not reported; 2025Q1: 31,181 shares; 2025Q2: 47,311 shares; 2025Q3: 56,078 shares; 2025Q4: 55,254 shares 55,254 $1.81M 0.06% -824 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: 661 shares; 2024Q4: 755 shares; 2025Q1: 1,072 shares; 2025Q2: 1,418 shares; 2025Q3: 1,779 shares; 2025Q4: 2,044 shares 2,044 $1.8M 0.06% +265 Timeline NANR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,419 shares 26,419 $1.79M 0.06% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 504 shares; 2025Q1: 2,559 shares; 2025Q2: 3,000 shares; 2025Q3: 2,990 shares; 2025Q4: 3,070 shares 3,070 $1.78M 0.06% +80 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,419 shares; 2025Q2: 10,183 shares; 2025Q3: 10,910 shares; 2025Q4: 17,744 shares 17,744 $1.78M 0.06% +6,834 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,982 shares; 2025Q3: 13,697 shares; 2025Q4: 24,058 shares 24,058 $1.78M 0.06% +10,361 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: 1,854 shares; 2024Q4: 2,599 shares; 2025Q1: 9,484 shares; 2025Q2: 9,763 shares; 2025Q3: 9,979 shares; 2025Q4: 17,908 shares 17,908 $1.78M 0.06% +7,929 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,357 shares; 2025Q3: 27,919 shares; 2025Q4: 28,160 shares 28,160 $1.76M 0.06% +241 Timeline LODE COMSTOCK INC More: the full row for COMSTOCK 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: 325,010 shares; 2025Q2: 406,680 shares; 2025Q3: 462,280 shares; 2025Q4: 467,615 shares 467,615 $1.76M 0.06% +5,335 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,559 shares 33,559 $1.76M 0.06% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,699 shares; 2025Q4: 48,965 shares 48,965 $1.72M 0.06% -1,734 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: not reported; 2024Q4: not reported; 2025Q1: 15,783 shares; 2025Q2: 21,007 shares; 2025Q3: 36,785 shares; 2025Q4: 52,881 shares 52,881 $1.72M 0.06% +16,096 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: 1,613 shares; 2024Q4: 6,756 shares; 2025Q1: 6,177 shares; 2025Q2: 8,320 shares; 2025Q3: 7,223 shares; 2025Q4: 8,787 shares 8,787 $1.71M 0.06% +1,564 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: 5,071 shares; 2024Q4: 7,119 shares; 2025Q1: 5,768 shares; 2025Q2: 6,202 shares; 2025Q3: 7,730 shares; 2025Q4: 9,875 shares 9,875 $1.71M 0.06% +2,145 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: 59 shares; 2024Q4: 71 shares; 2025Q1: 75 shares; 2025Q2: 145 shares; 2025Q3: 183 shares; 2025Q4: 319 shares 319 $1.71M 0.06% +136 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: not reported; 2024Q4: 1,245 shares; 2025Q1: 1,206 shares; 2025Q2: 1,585 shares; 2025Q3: 1,942 shares; 2025Q4: 2,202 shares 2,202 $1.7M 0.05% +260 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: 7,123 shares; 2025Q1: 12,014 shares; 2025Q2: 26,686 shares; 2025Q3: 48,824 shares; 2025Q4: 33,327 shares 33,327 $1.7M 0.05% -15,497 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: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,981 shares; 2025Q2: 3,811 shares; 2025Q3: 4,393 shares; 2025Q4: 4,475 shares 4,475 $1.67M 0.05% +82 Timeline EFIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,740 shares; 2025Q3: 26,114 shares; 2025Q4: 25,230 shares 25,230 $1.67M 0.05% -884 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: 24,903 shares; 2024Q4: 25,605 shares; 2025Q1: 27,980 shares; 2025Q2: 32,418 shares; 2025Q3: 36,913 shares; 2025Q4: 35,989 shares 35,989 $1.66M 0.05% -924 Timeline VGLT 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: 5,132 shares; 2024Q4: 19,798 shares; 2025Q1: 16,083 shares; 2025Q2: 28,311 shares; 2025Q3: 31,117 shares; 2025Q4: 29,650 shares 29,650 $1.65M 0.05% -1,467 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,351 shares; 2025Q3: 8,965 shares; 2025Q4: 30,872 shares 30,872 $1.65M 0.05% +21,907 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,641 shares; 2025Q1: 3,882 shares; 2025Q2: 4,368 shares; 2025Q3: 4,469 shares; 2025Q4: 5,263 shares 5,263 $1.65M 0.05% +794 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,843 shares; 2025Q4: 6,930 shares 6,930 $1.65M 0.05% +87 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 42,822 shares 42,822 $1.63M 0.05% new Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,027 shares; 2024Q4: 6,860 shares; 2025Q1: 4,027 shares; 2025Q2: 4,027 shares; 2025Q3: 4,620 shares; 2025Q4: 32,312 shares 32,312 $1.63M 0.05% +27,692 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,796 shares; 2025Q1: 3,128 shares; 2025Q2: 3,846 shares; 2025Q3: 8,111 shares; 2025Q4: 8,677 shares 8,677 $1.61M 0.05% +566 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: 124,422 shares; 2024Q4: 95,820 shares; 2025Q1: 68,271 shares; 2025Q2: 45,182 shares; 2025Q3: 34,566 shares; 2025Q4: 48,562 shares 48,562 $1.61M 0.05% +13,996 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: not reported; 2024Q4: 7,201 shares; 2025Q1: 7,781 shares; 2025Q2: 9,328 shares; 2025Q3: 10,067 shares; 2025Q4: 11,567 shares 11,567 $1.59M 0.05% +1,500 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,994 shares; 2025Q3: 3,563 shares; 2025Q4: 11,997 shares 11,997 $1.59M 0.05% +8,434 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: not reported; 2024Q4: 6,035 shares; 2025Q1: 15,722 shares; 2025Q2: 15,645 shares; 2025Q3: 17,649 shares; 2025Q4: 21,556 shares 21,556 $1.59M 0.05% +3,907 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: 590 shares; 2024Q4: 2,513 shares; 2025Q1: 2,811 shares; 2025Q2: 3,102 shares; 2025Q3: 2,975 shares; 2025Q4: 3,392 shares 3,392 $1.58M 0.05% +417 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,048 shares 31,048 $1.57M 0.05% new 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: 3,771 shares; 2025Q1: 3,392 shares; 2025Q2: 6,644 shares; 2025Q3: 6,875 shares; 2025Q4: 9,119 shares 9,119 $1.56M 0.05% +2,244 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: 4,284 shares; 2024Q4: 5,099 shares; 2025Q1: 5,480 shares; 2025Q2: 6,138 shares; 2025Q3: 8,223 shares; 2025Q4: 13,533 shares 13,533 $1.56M 0.05% +5,310 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: 8,490 shares; 2024Q4: 7,009 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,568 shares; 2025Q4: 32,461 shares 32,461 $1.56M 0.05% +11,893 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,064 shares; 2025Q3: 1,317 shares; 2025Q4: 3,685 shares 3,685 $1.56M 0.05% +2,368 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: 1,426 shares; 2024Q4: 1,506 shares; 2025Q1: 2,110 shares; 2025Q2: 3,025 shares; 2025Q3: 4,477 shares; 2025Q4: 5,983 shares 5,983 $1.54M 0.05% +1,506 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: 411 shares; 2024Q4: 543 shares; 2025Q1: 921 shares; 2025Q2: 1,080 shares; 2025Q3: 882 shares; 2025Q4: 10,032 shares 10,032 $1.54M 0.05% +9,150 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: not reported; 2024Q4: 34,836 shares; 2025Q1: 45,356 shares; 2025Q2: 91,300 shares; 2025Q3: 67,432 shares; 2025Q4: 75,145 shares 75,145 $1.52M 0.05% +7,713 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 14,310 shares; 2025Q3: 19,553 shares; 2025Q4: 41,775 shares 41,775 $1.52M 0.05% +22,222 Timeline PICK 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: 30,749 shares; 2024Q4: 33,014 shares; 2025Q1: 32,913 shares; 2025Q2: 32,105 shares; 2025Q3: 31,764 shares; 2025Q4: 29,057 shares 29,057 $1.49M 0.05% -2,707 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,412 shares; 2024Q4: 6,746 shares; 2025Q1: 6,517 shares; 2025Q2: 6,854 shares; 2025Q3: 6,790 shares; 2025Q4: 11,543 shares 11,543 $1.49M 0.05% +4,753 Timeline TLT 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: 9,385 shares; 2025Q1: 16,226 shares; 2025Q2: 11,152 shares; 2025Q3: 9,805 shares; 2025Q4: 16,946 shares 16,946 $1.48M 0.05% +7,141 Timeline UPSD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,808 shares 53,808 $1.44M 0.05% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,962 shares; 2025Q2: 8,128 shares; 2025Q3: 12,208 shares; 2025Q4: 14,617 shares 14,617 $1.44M 0.05% +2,409 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: 15,672 shares; 2024Q4: 18,769 shares; 2025Q1: 20,457 shares; 2025Q2: 25,919 shares; 2025Q3: 37,737 shares; 2025Q4: 52,264 shares 52,264 $1.44M 0.05% +14,527 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,992 shares 9,992 $1.43M 0.05% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,595 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,267 shares 17,267 $1.43M 0.05% new 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: 1,700 shares; 2024Q4: 1,543 shares; 2025Q1: 1,864 shares; 2025Q2: 1,809 shares; 2025Q3: 1,712 shares; 2025Q4: 2,460 shares 2,460 $1.43M 0.05% +748 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,718 shares; 2024Q4: 5,587 shares; 2025Q1: 5,789 shares; 2025Q2: 6,237 shares; 2025Q3: 7,232 shares; 2025Q4: 7,858 shares 7,858 $1.42M 0.05% +626 Timeline GMAY 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: 22,240 shares; 2024Q4: 22,240 shares; 2025Q1: 22,240 shares; 2025Q2: 21,240 shares; 2025Q3: 14,240 shares; 2025Q4: 34,498 shares 34,498 $1.42M 0.05% +20,258 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 33,492 shares 33,492 $1.42M 0.05% new 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: not reported; 2024Q4: 9,485 shares; 2025Q1: 12,390 shares; 2025Q2: 14,793 shares; 2025Q3: 18,208 shares; 2025Q4: 19,160 shares 19,160 $1.41M 0.05% +952 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,480 shares; 2025Q4: 14,772 shares 14,772 $1.4M 0.05% +7,292 Timeline KOMP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,349 shares 23,349 $1.39M 0.05% new 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: 2,500 shares; 2024Q4: 970 shares; 2025Q1: 1,074 shares; 2025Q2: 1,380 shares; 2025Q3: 2,671 shares; 2025Q4: 4,466 shares 4,466 $1.39M 0.05% +1,795 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,332 shares; 2025Q4: 13,815 shares 13,815 $1.39M 0.04% +11,483 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN 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: 95,237 shares 95,237 $1.38M 0.04% new 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: 2,726 shares; 2024Q4: 3,427 shares; 2025Q1: 6,482 shares; 2025Q2: 5,688 shares; 2025Q3: 4,737 shares; 2025Q4: 6,487 shares 6,487 $1.38M 0.04% +1,750 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 3,398 shares; 2025Q1: 3,800 shares; 2025Q2: 5,687 shares; 2025Q3: 7,387 shares; 2025Q4: 11,706 shares 11,706 $1.37M 0.04% +4,319 Timeline FV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,697 shares; 2025Q3: 7,227 shares; 2025Q4: 21,721 shares 21,721 $1.37M 0.04% +14,494 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: not reported; 2024Q4: not reported; 2025Q1: 4,528 shares; 2025Q2: 12,069 shares; 2025Q3: 12,182 shares; 2025Q4: 27,617 shares 27,617 $1.37M 0.04% +15,435 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,500 shares; 2025Q1: 2,154 shares; 2025Q2: 2,837 shares; 2025Q3: 2,968 shares; 2025Q4: 5,538 shares 5,538 $1.36M 0.04% +2,570 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 35,994 shares 35,994 $1.36M 0.04% new Timeline BYLD 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: 52,938 shares; 2024Q4: 64,549 shares; 2025Q1: 56,129 shares; 2025Q2: 55,882 shares; 2025Q3: 56,002 shares; 2025Q4: 59,540 shares 59,540 $1.36M 0.04% +3,538 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS 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: 6,474 shares; 2025Q3: 6,717 shares; 2025Q4: 7,484 shares 7,484 $1.35M 0.04% +767 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP 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: not reported; 2025Q2: not reported; 2025Q3: 20,292 shares; 2025Q4: 21,666 shares 21,666 $1.34M 0.04% +1,374 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: not reported; 2024Q4: 4,963 shares; 2025Q1: 5,756 shares; 2025Q2: 7,892 shares; 2025Q3: 8,672 shares; 2025Q4: 11,839 shares 11,839 $1.34M 0.04% +3,167 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 34,667 shares 34,667 $1.34M 0.04% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,065 shares; 2025Q3: 2,057 shares; 2025Q4: 12,088 shares 12,088 $1.33M 0.04% +10,031 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: 24,339 shares; 2024Q4: 26,424 shares; 2025Q1: 25,025 shares; 2025Q2: 27,931 shares; 2025Q3: 30,154 shares; 2025Q4: 53,169 shares 53,169 $1.32M 0.04% +23,015 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,682 shares 38,682 $1.32M 0.04% new 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: 1,283 shares; 2024Q4: 1,387 shares; 2025Q1: 3,381 shares; 2025Q2: 4,129 shares; 2025Q3: 5,277 shares; 2025Q4: 6,173 shares 6,173 $1.31M 0.04% +896 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: 2,755 shares; 2024Q4: 3,119 shares; 2025Q1: 3,658 shares; 2025Q2: 4,351 shares; 2025Q3: 4,840 shares; 2025Q4: 4,824 shares 4,824 $1.29M 0.04% -16 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: 2,244 shares; 2025Q3: 3,782 shares; 2025Q4: 5,336 shares 5,336 $1.29M 0.04% +1,554 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS 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: 10,004 shares; 2025Q3: 51,977 shares; 2025Q4: 62,447 shares 62,447 $1.29M 0.04% +10,470 Timeline RIGS 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: not reported; 2024Q4: 77,873 shares; 2025Q1: 77,944 shares; 2025Q2: 77,476 shares; 2025Q3: 153,253 shares; 2025Q4: 55,626 shares 55,626 $1.28M 0.04% -97,627 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 25,551 shares 25,551 $1.28M 0.04% new Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,437 shares; 2025Q1: 96,867 shares; 2025Q2: 93,881 shares; 2025Q3: 87,232 shares; 2025Q4: 85,668 shares 85,668 $1.28M 0.04% -1,564 Timeline FGD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,169 shares 42,169 $1.28M 0.04% new 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: 7,513 shares; 2024Q4: 10,300 shares; 2025Q1: 11,377 shares; 2025Q2: 27,334 shares; 2025Q3: 25,609 shares; 2025Q4: 26,446 shares 26,446 $1.27M 0.04% +837 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: 3,154 shares; 2024Q4: 2,441 shares; 2025Q1: 4,553 shares; 2025Q2: 5,412 shares; 2025Q3: 4,663 shares; 2025Q4: 5,807 shares 5,807 $1.26M 0.04% +1,144 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,442 shares 24,442 $1.24M 0.04% new 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: 23,138 shares; 2024Q4: 52,016 shares; 2025Q1: 54,941 shares; 2025Q2: 51,707 shares; 2025Q3: 53,950 shares; 2025Q4: 50,751 shares 50,751 $1.24M 0.04% -3,199 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: not reported; 2024Q4: not reported; 2025Q1: 13,506 shares; 2025Q2: 42,486 shares; 2025Q3: 43,048 shares; 2025Q4: 46,033 shares 46,033 $1.22M 0.04% +2,985 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,025 shares; 2025Q2: 5,443 shares; 2025Q3: not reported; 2025Q4: 22,992 shares 22,992 $1.21M 0.04% new Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,393 shares; 2024Q4: 33,493 shares; 2025Q1: 33,322 shares; 2025Q2: 32,168 shares; 2025Q3: 31,778 shares; 2025Q4: 31,550 shares 31,550 $1.21M 0.04% -228 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 4,914 shares; 2025Q4: 23,494 shares 23,494 $1.21M 0.04% +18,580 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,121 shares; 2025Q4: 14,726 shares 14,726 $1.2M 0.04% +605 Timeline RDVI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,145 shares 45,145 $1.18M 0.04% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 999 shares; 2025Q1: 1,066 shares; 2025Q2: 1,263 shares; 2025Q3: 1,471 shares; 2025Q4: 2,525 shares 2,525 $1.18M 0.04% +1,054 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: not reported; 2024Q4: 2,745 shares; 2025Q1: 3,551 shares; 2025Q2: 5,562 shares; 2025Q3: 6,109 shares; 2025Q4: 6,549 shares 6,549 $1.16M 0.04% +440 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 444 shares; 2025Q1: 546 shares; 2025Q2: 762 shares; 2025Q3: 909 shares; 2025Q4: 2,049 shares 2,049 $1.16M 0.04% +1,140 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: 3,014 shares; 2024Q4: 3,663 shares; 2025Q1: 3,673 shares; 2025Q2: 4,598 shares; 2025Q3: 6,232 shares; 2025Q4: 8,831 shares 8,831 $1.14M 0.04% +2,599 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 1,563 shares; 2025Q4: 2,217 shares 2,217 $1.13M 0.04% +654 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: 8,300 shares; 2024Q4: 35,652 shares; 2025Q1: 36,823 shares; 2025Q2: 40,182 shares; 2025Q3: 38,260 shares; 2025Q4: 37,530 shares 37,530 $1.13M 0.04% -730 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: not reported; 2024Q4: 33,662 shares; 2025Q1: 38,617 shares; 2025Q2: 48,641 shares; 2025Q3: 40,154 shares; 2025Q4: 40,209 shares 40,209 $1.13M 0.04% +55 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: 3,856 shares; 2024Q4: 3,503 shares; 2025Q1: 5,125 shares; 2025Q2: 4,298 shares; 2025Q3: 4,169 shares; 2025Q4: 13,700 shares 13,700 $1.13M 0.04% +9,531 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: 16,517 shares; 2024Q4: 19,810 shares; 2025Q1: 20,829 shares; 2025Q2: 26,340 shares; 2025Q3: 30,594 shares; 2025Q4: 34,398 shares 34,398 $1.13M 0.04% +3,804 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: not reported; 2024Q4: not reported; 2025Q1: 3,826 shares; 2025Q2: 3,825 shares; 2025Q3: 7,888 shares; 2025Q4: 8,231 shares 8,231 $1.13M 0.04% +343 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,283 shares; 2025Q3: 28,444 shares; 2025Q4: 25,786 shares 25,786 $1.12M 0.04% -2,658 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: not reported; 2024Q4: 7,255 shares; 2025Q1: 9,364 shares; 2025Q2: 9,074 shares; 2025Q3: 8,646 shares; 2025Q4: 33,242 shares 33,242 $1.09M 0.04% +24,596 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,607 shares; 2025Q1: 12,090 shares; 2025Q2: 14,555 shares; 2025Q3: 16,360 shares; 2025Q4: 18,077 shares 18,077 $1.09M 0.04% +1,717 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,281 shares; 2025Q3: 6,209 shares; 2025Q4: 8,305 shares 8,305 $1.09M 0.04% +2,096 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: not reported; 2024Q4: 2,336 shares; 2025Q1: 2,925 shares; 2025Q2: 4,595 shares; 2025Q3: 5,590 shares; 2025Q4: 8,806 shares 8,806 $1.08M 0.03% +3,216 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,888 shares; 2025Q4: 45,238 shares 45,238 $1.07M 0.03% +3,350 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: 3,138 shares; 2024Q4: 2,968 shares; 2025Q1: 3,039 shares; 2025Q2: 2,702 shares; 2025Q3: 10,126 shares; 2025Q4: 11,063 shares 11,063 $1.07M 0.03% +937 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,588 shares; 2025Q1: 7,792 shares; 2025Q2: 8,060 shares; 2025Q3: 8,099 shares; 2025Q4: 8,686 shares 8,686 $1.05M 0.03% +587 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: 12,166 shares; 2025Q1: 12,166 shares; 2025Q2: 22,249 shares; 2025Q3: 22,249 shares; 2025Q4: 20,868 shares 20,868 $1.05M 0.03% -1,381 Timeline FTCS 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: 12,764 shares; 2024Q4: 13,175 shares; 2025Q1: 12,292 shares; 2025Q2: 11,739 shares; 2025Q3: 11,848 shares; 2025Q4: 11,293 shares 11,293 $1.04M 0.03% -555 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: not reported; 2024Q4: 1,672 shares; 2025Q1: 2,390 shares; 2025Q2: 2,917 shares; 2025Q3: 3,090 shares; 2025Q4: 3,529 shares 3,529 $1.04M 0.03% +439 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 3,070 shares; 2025Q1: 3,155 shares; 2025Q2: 6,838 shares; 2025Q3: 9,281 shares; 2025Q4: 11,773 shares 11,773 $1.03M 0.03% +2,492 Timeline SHM 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: not reported; 2024Q4: not reported; 2025Q1: 6,729 shares; 2025Q2: 14,480 shares; 2025Q3: 14,928 shares; 2025Q4: 21,309 shares 21,309 $1.02M 0.03% +6,381 Timeline SPTI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,137 shares 35,137 $1.01M 0.03% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 3,170 shares; 2025Q1: 3,790 shares; 2025Q2: 5,772 shares; 2025Q3: 7,349 shares; 2025Q4: 6,322 shares 6,322 $1.01M 0.03% -1,027 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: 4,656 shares; 2024Q4: 4,475 shares; 2025Q1: 5,712 shares; 2025Q2: 7,017 shares; 2025Q3: 10,447 shares; 2025Q4: 11,971 shares 11,971 $1.01M 0.03% +1,524 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,515 shares; 2025Q1: 18,265 shares; 2025Q2: 18,194 shares; 2025Q3: 18,090 shares; 2025Q4: 16,535 shares 16,535 $1M 0.03% -1,555 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL 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: 38,954 shares; 2025Q3: 35,167 shares; 2025Q4: 35,096 shares 35,096 $997K 0.03% -71 Timeline TAXF 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: 17,235 shares; 2025Q3: 15,983 shares; 2025Q4: 19,743 shares 19,743 $995K 0.03% +3,760 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,848 shares; 2025Q1: 3,242 shares; 2025Q2: 4,825 shares; 2025Q3: 5,454 shares; 2025Q4: 5,816 shares 5,816 $986K 0.03% +362 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,881 shares; 2025Q3: 5,588 shares; 2025Q4: 7,595 shares 7,595 $981K 0.03% +2,007 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,148 shares; 2024Q4: 37,640 shares; 2025Q1: 35,642 shares; 2025Q2: 35,717 shares; 2025Q3: 36,948 shares; 2025Q4: 43,451 shares 43,451 $972K 0.03% +6,503 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: not reported; 2024Q4: 1,478 shares; 2025Q1: 1,871 shares; 2025Q2: 2,962 shares; 2025Q3: 3,308 shares; 2025Q4: 3,467 shares 3,467 $968K 0.03% +159 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,533 shares; 2025Q4: 19,459 shares 19,459 $965K 0.03% +11,926 Timeline NLR 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: not reported; 2025Q4: 7,738 shares 7,738 $961K 0.03% new Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,541 shares 21,541 $958K 0.03% new 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: 291 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 480 shares; 2025Q3: 556 shares; 2025Q4: 783 shares 783 $951K 0.03% +227 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 2,207 shares; 2025Q1: 3,351 shares; 2025Q2: 3,446 shares; 2025Q3: 3,950 shares; 2025Q4: 4,200 shares 4,200 $950K 0.03% +250 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: not reported; 2024Q4: 2,756 shares; 2025Q1: 2,863 shares; 2025Q2: 4,072 shares; 2025Q3: 4,928 shares; 2025Q4: 5,827 shares 5,827 $949K 0.03% +899 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,181 shares; 2025Q3: 43,803 shares; 2025Q4: 47,900 shares 47,900 $946K 0.03% +4,097 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: not reported; 2024Q4: 5,111 shares; 2025Q1: 5,712 shares; 2025Q2: 6,233 shares; 2025Q3: 5,951 shares; 2025Q4: 6,430 shares 6,430 $942K 0.03% +479 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,812 shares; 2025Q1: 30,313 shares; 2025Q2: 35,138 shares; 2025Q3: 40,390 shares; 2025Q4: 43,389 shares 43,389 $942K 0.03% +2,999 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,016 shares; 2025Q4: 13,533 shares 13,533 $939K 0.03% +10,517 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: 5,417 shares; 2024Q4: 5,645 shares; 2025Q1: 5,818 shares; 2025Q2: 6,333 shares; 2025Q3: 8,055 shares; 2025Q4: 9,140 shares 9,140 $936K 0.03% +1,085 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: 212 shares; 2024Q4: 214 shares; 2025Q1: not reported; 2025Q2: 241 shares; 2025Q3: 859 shares; 2025Q4: 920 shares 920 $928K 0.03% +61 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES 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: 4,195 shares; 2025Q2: 7,677 shares; 2025Q3: 13,513 shares; 2025Q4: 18,883 shares 18,883 $928K 0.03% +5,370 Timeline IGSB 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: 15,844 shares; 2024Q4: 18,283 shares; 2025Q1: 15,480 shares; 2025Q2: 15,287 shares; 2025Q3: 16,997 shares; 2025Q4: 17,518 shares 17,518 $926K 0.03% +521 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: 14,465 shares; 2025Q1: 17,184 shares; 2025Q2: 19,842 shares; 2025Q3: 36,020 shares; 2025Q4: 18,226 shares 18,226 $922K 0.03% -17,794 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,296 shares; 2025Q3: 10,326 shares; 2025Q4: 13,250 shares 13,250 $920K 0.03% +2,924 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,029 shares; 2025Q3: 11,908 shares; 2025Q4: 15,991 shares 15,991 $915K 0.03% +4,083 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,301 shares; 2025Q2: 12,186 shares; 2025Q3: 11,291 shares; 2025Q4: 10,254 shares 10,254 $915K 0.03% -1,037 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,593 shares; 2025Q1: 2,091 shares; 2025Q2: 2,550 shares; 2025Q3: 2,967 shares; 2025Q4: 3,473 shares 3,473 $912K 0.03% +506 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: 3,184 shares; 2024Q4: 5,588 shares; 2025Q1: 6,217 shares; 2025Q2: 7,083 shares; 2025Q3: 6,840 shares; 2025Q4: 11,757 shares 11,757 $912K 0.03% +4,917 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST 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: 108,760 shares 108,760 $909K 0.03% new 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: not reported; 2024Q4: 3,930 shares; 2025Q1: 5,072 shares; 2025Q2: 12,272 shares; 2025Q3: 15,989 shares; 2025Q4: 15,029 shares 15,029 $903K 0.03% -960 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,828 shares; 2025Q1: 34,223 shares; 2025Q2: 35,943 shares; 2025Q3: 33,045 shares; 2025Q4: 32,765 shares 32,765 $891K 0.03% -280 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: 2,236 shares; 2024Q4: 2,214 shares; 2025Q1: 2,553 shares; 2025Q2: 2,766 shares; 2025Q3: 2,599 shares; 2025Q4: 2,859 shares 2,859 $887K 0.03% +260 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,463 shares; 2025Q1: 62,390 shares; 2025Q2: 61,683 shares; 2025Q3: 56,322 shares; 2025Q4: 54,136 shares 54,136 $883K 0.03% -2,186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,479 shares; 2025Q3: 14,914 shares; 2025Q4: 17,916 shares 17,916 $882K 0.03% +3,002 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,526 shares; 2025Q4: 3,049 shares 3,049 $881K 0.03% +523 Timeline SHYG 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: 5,847 shares; 2025Q1: 6,966 shares; 2025Q2: 5,700 shares; 2025Q3: 10,632 shares; 2025Q4: 20,377 shares 20,377 $874K 0.03% +9,745 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,310 shares; 2024Q4: 74,461 shares; 2025Q1: 71,712 shares; 2025Q2: 75,030 shares; 2025Q3: 80,892 shares; 2025Q4: 81,192 shares 81,192 $870K 0.03% +300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,459 shares 3,459 $869K 0.03% new 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: not reported; 2024Q4: 2,616 shares; 2025Q1: 3,842 shares; 2025Q2: 4,536 shares; 2025Q3: 4,735 shares; 2025Q4: 5,082 shares 5,082 $866K 0.03% +347 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,816 shares; 2025Q3: 8,331 shares; 2025Q4: 16,992 shares 16,992 $858K 0.03% +8,661 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: 2,789 shares; 2024Q4: 8,824 shares; 2025Q1: 10,184 shares; 2025Q2: 12,278 shares; 2025Q3: 12,382 shares; 2025Q4: 15,876 shares 15,876 $855K 0.03% +3,494 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: not reported; 2024Q4: 3,221 shares; 2025Q1: 5,297 shares; 2025Q2: 5,264 shares; 2025Q3: 5,355 shares; 2025Q4: 6,049 shares 6,049 $854K 0.03% +694 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED 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: 23,817 shares; 2025Q3: 22,182 shares; 2025Q4: 21,796 shares 21,796 $852K 0.03% -386 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,844 shares; 2025Q2: 4,927 shares; 2025Q3: 10,292 shares; 2025Q4: 11,100 shares 11,100 $851K 0.03% +808 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,152 shares; 2025Q3: 4,826 shares; 2025Q4: 71,234 shares 71,234 $849K 0.03% +66,408 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 6,960 shares; 2025Q1: 3,200 shares; 2025Q2: 3,259 shares; 2025Q3: 3,018 shares; 2025Q4: 4,799 shares 4,799 $843K 0.03% +1,781 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: 2,810 shares; 2024Q4: 2,317 shares; 2025Q1: 2,330 shares; 2025Q2: 3,185 shares; 2025Q3: 3,245 shares; 2025Q4: 5,127 shares 5,127 $830K 0.03% +1,882 Timeline FAUG 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: 5,937 shares; 2024Q4: 5,937 shares; 2025Q1: 5,937 shares; 2025Q2: 5,937 shares; 2025Q3: 15,422 shares; 2025Q4: 15,676 shares 15,676 $830K 0.03% +254 Timeline DFAW 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: 4,659 shares; 2025Q2: 6,947 shares; 2025Q3: 9,395 shares; 2025Q4: 11,188 shares 11,188 $828K 0.03% +1,793 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,203 shares; 2025Q3: 1,306 shares; 2025Q4: 3,001 shares 3,001 $819K 0.03% +1,695 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: 9,180 shares; 2024Q4: 15,665 shares; 2025Q1: 16,556 shares; 2025Q2: 16,333 shares; 2025Q3: 15,672 shares; 2025Q4: 18,784 shares 18,784 $819K 0.03% +3,112 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 10,651 shares; 2025Q4: 10,831 shares 10,831 $819K 0.03% +180 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,146 shares; 2025Q3: 1,138 shares; 2025Q4: 1,201 shares 1,201 $813K 0.03% +63 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: not reported; 2025Q4: 17,077 shares 17,077 $812K 0.03% new Timeline STE STERIS PLC More: the full row for STERIS 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: 978 shares; 2025Q3: 2,003 shares; 2025Q4: 3,202 shares 3,202 $812K 0.03% +1,199 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: not reported; 2025Q1: 29,606 shares; 2025Q2: 22,079 shares; 2025Q3: 24,529 shares; 2025Q4: 17,109 shares 17,109 $810K 0.03% -7,420 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,430 shares; 2025Q1: 18,259 shares; 2025Q2: 18,222 shares; 2025Q3: 18,561 shares; 2025Q4: 18,812 shares 18,812 $803K 0.03% +251 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: 9,292 shares; 2024Q4: 9,292 shares; 2025Q1: 9,292 shares; 2025Q2: 9,292 shares; 2025Q3: 9,292 shares; 2025Q4: 7,892 shares 7,892 $802K 0.03% -1,400 Timeline ARKK ARK ETF TR More: the full row for ARK 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: 3,227 shares; 2025Q3: 4,584 shares; 2025Q4: 10,404 shares 10,404 $800K 0.03% +5,820 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 622 shares; 2025Q2: 907 shares; 2025Q3: 1,419 shares; 2025Q4: 1,760 shares 1,760 $798K 0.03% +341 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,592 shares; 2025Q3: 8,109 shares; 2025Q4: 13,726 shares 13,726 $798K 0.03% +5,617 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,773 shares; 2025Q1: 17,165 shares; 2025Q2: 20,063 shares; 2025Q3: 20,782 shares; 2025Q4: 21,923 shares 21,923 $795K 0.03% +1,141 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: 648 shares; 2024Q4: 423 shares; 2025Q1: 340 shares; 2025Q2: 415 shares; 2025Q3: 571 shares; 2025Q4: 969 shares 969 $795K 0.03% +398 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 741 shares; 2025Q4: 1,175 shares 1,175 $792K 0.03% +434 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP 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: not reported; 2025Q2: not reported; 2025Q3: 7,987 shares; 2025Q4: 19,201 shares 19,201 $790K 0.03% +11,214 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,217 shares 13,217 $787K 0.03% new 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: not reported; 2024Q4: 814 shares; 2025Q1: 1,045 shares; 2025Q2: 1,335 shares; 2025Q3: 1,548 shares; 2025Q4: 2,010 shares 2,010 $782K 0.03% +462 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,492 shares; 2025Q2: 5,493 shares; 2025Q3: 7,824 shares; 2025Q4: 9,849 shares 9,849 $782K 0.03% +2,025 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 7,399 shares; 2025Q4: 13,018 shares 13,018 $781K 0.03% +5,619 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: 4,349 shares; 2024Q4: 4,332 shares; 2025Q1: 3,508 shares; 2025Q2: 3,227 shares; 2025Q3: 1,747 shares; 2025Q4: 3,409 shares 3,409 $780K 0.03% +1,662 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: not reported; 2024Q4: 3,689 shares; 2025Q1: 2,241 shares; 2025Q2: 2,656 shares; 2025Q3: 4,327 shares; 2025Q4: 4,812 shares 4,812 $775K 0.03% +485 Timeline EDIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,669 shares 19,669 $770K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,799 shares; 2025Q3: 7,866 shares; 2025Q4: 8,840 shares 8,840 $762K 0.02% +974 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,237 shares; 2025Q3: 13,837 shares; 2025Q4: 11,240 shares 11,240 $755K 0.02% -2,597 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,334 shares; 2025Q3: 5,328 shares; 2025Q4: 6,467 shares 6,467 $751K 0.02% +1,139 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,936 shares; 2025Q2: 8,717 shares; 2025Q3: 8,292 shares; 2025Q4: 18,198 shares 18,198 $750K 0.02% +9,906 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 3,065 shares; 2025Q3: 3,438 shares; 2025Q4: 4,249 shares 4,249 $748K 0.02% +811 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,103 shares; 2025Q1: 7,726 shares; 2025Q2: 8,207 shares; 2025Q3: 9,290 shares; 2025Q4: 11,142 shares 11,142 $747K 0.02% +1,852 Timeline VTC 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: 9,762 shares; 2024Q4: 9,502 shares; 2025Q1: 9,394 shares; 2025Q2: 9,257 shares; 2025Q3: 9,420 shares; 2025Q4: 9,618 shares 9,618 $747K 0.02% +198 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,430 shares 10,430 $745K 0.02% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 17,942 shares; 2025Q4: 16,707 shares 16,707 $744K 0.02% -1,235 Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING 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: 18,198 shares 18,198 $744K 0.02% new Timeline FLDR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,746 shares 14,746 $741K 0.02% new 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: 5,807 shares; 2024Q4: 5,836 shares; 2025Q1: 21,442 shares; 2025Q2: 15,434 shares; 2025Q3: 10,885 shares; 2025Q4: 10,363 shares 10,363 $740K 0.02% -522 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: not reported; 2024Q4: 1,112 shares; 2025Q1: 1,180 shares; 2025Q2: 1,375 shares; 2025Q3: 2,446 shares; 2025Q4: 3,808 shares 3,808 $739K 0.02% +1,362 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: 969 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 882 shares; 2025Q3: 1,149 shares; 2025Q4: 2,668 shares 2,668 $734K 0.02% +1,519 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,160 shares; 2025Q4: 12,450 shares 12,450 $729K 0.02% +3,290 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 22,031 shares; 2025Q2: 16,113 shares; 2025Q3: 9,879 shares; 2025Q4: 11,994 shares 11,994 $729K 0.02% +2,115 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,115 shares; 2025Q1: 7,063 shares; 2025Q2: 8,633 shares; 2025Q3: 9,698 shares; 2025Q4: 10,676 shares 10,676 $727K 0.02% +978 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,217 shares; 2025Q1: 3,170 shares; 2025Q2: 3,248 shares; 2025Q3: 3,353 shares; 2025Q4: 3,325 shares 3,325 $714K 0.02% -28 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: not reported; 2024Q4: not reported; 2025Q1: 6,452 shares; 2025Q2: 15,804 shares; 2025Q3: 23,253 shares; 2025Q4: 16,139 shares 16,139 $713K 0.02% -7,114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 377 shares; 2025Q3: 508 shares; 2025Q4: 663 shares 663 $710K 0.02% +155 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,932 shares; 2025Q4: 13,599 shares 13,599 $708K 0.02% +667 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: not reported; 2024Q4: 1,062 shares; 2025Q1: 1,190 shares; 2025Q2: 1,140 shares; 2025Q3: 4,230 shares; 2025Q4: 3,383 shares 3,383 $706K 0.02% -847 Timeline PHEQ MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,987 shares; 2024Q4: 13,810 shares; 2025Q1: 19,658 shares; 2025Q2: 21,553 shares; 2025Q3: 21,553 shares; 2025Q4: 21,562 shares 21,562 $702K 0.02% +9 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: not reported; 2024Q4: 4,412 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,471 shares; 2025Q4: 7,988 shares 7,988 $699K 0.02% +3,517 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: not reported; 2024Q4: not reported; 2025Q1: 491 shares; 2025Q2: 650 shares; 2025Q3: 1,063 shares; 2025Q4: 1,214 shares 1,214 $692K 0.02% +151 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: not reported; 2024Q4: 3,407 shares; 2025Q1: 3,861 shares; 2025Q2: 2,029 shares; 2025Q3: 5,758 shares; 2025Q4: 5,052 shares 5,052 $692K 0.02% -706 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,139 shares 22,139 $691K 0.02% new 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: 3,125 shares; 2024Q4: 3,136 shares; 2025Q1: 3,864 shares; 2025Q2: 3,926 shares; 2025Q3: 3,581 shares; 2025Q4: 4,885 shares 4,885 $689K 0.02% +1,304 Timeline IBTG 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: 25,966 shares; 2025Q1: 26,162 shares; 2025Q2: 27,057 shares; 2025Q3: 27,828 shares; 2025Q4: 30,105 shares 30,105 $689K 0.02% +2,277 Timeline DCOR 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: 9,251 shares; 2025Q4: 9,250 shares 9,250 $681K 0.02% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,170 shares; 2025Q3: 1,422 shares; 2025Q4: 2,510 shares 2,510 $681K 0.02% +1,088 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 22,039 shares 22,039 $681K 0.02% new 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: 7,903 shares; 2024Q4: 9,086 shares; 2025Q1: 10,739 shares; 2025Q2: 14,039 shares; 2025Q3: 23,575 shares; 2025Q4: 22,672 shares 22,672 $678K 0.02% -903 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,615 shares; 2025Q4: 11,593 shares 11,593 $677K 0.02% +5,978 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,827 shares; 2025Q1: 6,304 shares; 2025Q2: 6,395 shares; 2025Q3: 5,835 shares; 2025Q4: 6,707 shares 6,707 $676K 0.02% +872 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: 3,094 shares; 2024Q4: 3,230 shares; 2025Q1: 3,720 shares; 2025Q2: 4,560 shares; 2025Q3: 5,846 shares; 2025Q4: 6,110 shares 6,110 $674K 0.02% +264 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,293 shares; 2025Q1: 2,532 shares; 2025Q2: 2,401 shares; 2025Q3: 3,807 shares; 2025Q4: 3,230 shares 3,230 $671K 0.02% -577 Timeline FEZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,632 shares; 2025Q3: 9,779 shares; 2025Q4: 10,386 shares 10,386 $669K 0.02% +607 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: not reported; 2024Q4: 1,170 shares; 2025Q1: 1,249 shares; 2025Q2: 1,684 shares; 2025Q3: 1,765 shares; 2025Q4: 3,204 shares 3,204 $667K 0.02% +1,439 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 415 shares; 2025Q3: 579 shares; 2025Q4: 864 shares 864 $662K 0.02% +285 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,389 shares 7,389 $662K 0.02% new Timeline IEF 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: 2,128 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,881 shares 6,881 $662K 0.02% new Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL 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: 42,845 shares; 2025Q4: 48,707 shares 48,707 $661K 0.02% +5,862 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: not reported; 2024Q4: not reported; 2025Q1: 2,682 shares; 2025Q2: 7,444 shares; 2025Q3: 7,285 shares; 2025Q4: 7,357 shares 7,357 $658K 0.02% +72 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: 11,560 shares; 2025Q2: 9,514 shares; 2025Q3: 8,064 shares; 2025Q4: 19,113 shares 19,113 $655K 0.02% +11,049 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,303 shares; 2025Q3: 1,270 shares; 2025Q4: 2,165 shares 2,165 $654K 0.02% +895 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 929 shares; 2025Q1: 1,168 shares; 2025Q2: 1,560 shares; 2025Q3: 2,070 shares; 2025Q4: 1,919 shares 1,919 $653K 0.02% -151 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: 2,464 shares; 2024Q4: 2,464 shares; 2025Q1: 2,451 shares; 2025Q2: 6,100 shares; 2025Q3: 5,096 shares; 2025Q4: 4,896 shares 4,896 $648K 0.02% -200 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: 568 shares; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 1,173 shares; 2025Q3: 1,209 shares; 2025Q4: 1,999 shares 1,999 $648K 0.02% +790 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111,882 shares; 2025Q1: 117,727 shares; 2025Q2: 114,427 shares; 2025Q3: 108,517 shares; 2025Q4: 100,151 shares 100,151 $646K 0.02% -8,366 Timeline MLPB UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,303 shares; 2025Q1: 30,098 shares; 2025Q2: 28,798 shares; 2025Q3: 26,798 shares; 2025Q4: 25,478 shares 25,478 $645K 0.02% -1,320 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS 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: 97,793 shares; 2025Q3: 77,093 shares; 2025Q4: 39,030 shares 39,030 $644K 0.02% -38,063 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,012 shares; 2025Q4: 2,265 shares 2,265 $642K 0.02% +253 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,461 shares; 2025Q4: 8,695 shares 8,695 $641K 0.02% +4,234 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 205 shares; 2025Q1: 245 shares; 2025Q2: 4,973 shares; 2025Q3: 4,668 shares; 2025Q4: 6,994 shares 6,994 $638K 0.02% +2,326 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,628 shares 16,628 $638K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,106 shares; 2025Q4: 2,108 shares 2,108 $637K 0.02% +2 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,591 shares; 2025Q4: 4,572 shares 4,572 $637K 0.02% -19 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED 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: 26,895 shares 26,895 $636K 0.02% new 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: 34,136 shares; 2024Q4: 27,020 shares; 2025Q1: 18,807 shares; 2025Q2: 9,994 shares; 2025Q3: 8,178 shares; 2025Q4: 7,559 shares 7,559 $633K 0.02% -619 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,770 shares; 2025Q4: 3,084 shares 3,084 $632K 0.02% +314 Timeline FIXD 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: 15,541 shares; 2024Q4: 13,984 shares; 2025Q1: 13,292 shares; 2025Q2: 12,067 shares; 2025Q3: 13,212 shares; 2025Q4: 14,231 shares 14,231 $631K 0.02% +1,019 Timeline SOXX 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: 4,215 shares; 2024Q4: 4,261 shares; 2025Q1: 1,367 shares; 2025Q2: 1,651 shares; 2025Q3: 1,524 shares; 2025Q4: 2,092 shares 2,092 $630K 0.02% +568 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: 25,318 shares; 2024Q4: 34,530 shares; 2025Q1: 35,118 shares; 2025Q2: 38,577 shares; 2025Q3: 43,614 shares; 2025Q4: 47,914 shares 47,914 $629K 0.02% +4,300 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,518 shares; 2025Q2: 6,342 shares; 2025Q3: 6,787 shares; 2025Q4: 8,224 shares 8,224 $623K 0.02% +1,437 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,895 shares; 2025Q2: 2,732 shares; 2025Q3: 3,010 shares; 2025Q4: 4,087 shares 4,087 $621K 0.02% +1,077 Timeline VGUS 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: 8,245 shares; 2025Q4: 8,228 shares 8,228 $621K 0.02% -17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,027 shares 1,027 $620K 0.02% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,689 shares 3,689 $619K 0.02% new Timeline