SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906,988 shares; 2024Q4: 894,743 shares; 2025Q1: 768,300 shares; 2025Q2: 481,524 shares; 2025Q3: 474,578 shares 474,578 $37.2M 6.01% -6,946 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,970 shares; 2024Q4: 421,705 shares; 2025Q1: 439,551 shares; 2025Q2: 442,818 shares; 2025Q3: 528,147 shares 528,147 $31.3M 5.05% +85,329 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,505 shares; 2024Q4: 258,050 shares; 2025Q1: 263,715 shares; 2025Q2: 244,403 shares; 2025Q3: 236,000 shares 236,000 $28.5M 4.61% -8,403 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,893 shares; 2024Q4: 134,214 shares; 2025Q1: 140,946 shares; 2025Q2: 144,337 shares; 2025Q3: 131,957 shares 131,957 $25.7M 4.15% -12,380 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,784 shares; 2024Q4: 52,801 shares; 2025Q1: 83,101 shares; 2025Q2: 101,643 shares; 2025Q3: 106,469 shares 106,469 $22M 3.55% +4,826 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,452 shares; 2024Q4: 387,420 shares; 2025Q1: 543,295 shares; 2025Q2: 707,149 shares; 2025Q3: 771,412 shares 771,412 $20.8M 3.36% +64,263 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,282 shares; 2024Q4: 292,032 shares; 2025Q1: 283,632 shares; 2025Q2: 283,931 shares; 2025Q3: 280,418 shares 280,418 $20.3M 3.28% -3,513 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,829 shares; 2024Q4: 27,611 shares; 2025Q1: 27,200 shares; 2025Q2: 28,428 shares; 2025Q3: 28,036 shares 28,036 $17.2M 2.78% -392 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,509 shares; 2024Q4: 291,738 shares; 2025Q1: 320,273 shares; 2025Q2: 324,996 shares; 2025Q3: 328,207 shares 328,207 $15M 2.43% +3,211 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,942 shares; 2025Q3: 243,614 shares 243,614 $14M 2.27% +193,672 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,268 shares; 2024Q4: 279,483 shares; 2025Q1: 184,054 shares; 2025Q2: 279,911 shares; 2025Q3: 190,177 shares 190,177 $12.9M 2.09% -89,734 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144,268 shares; 2025Q2: 328,984 shares; 2025Q3: 340,007 shares 340,007 $12.9M 2.08% +11,023 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,959 shares; 2024Q4: 137,957 shares; 2025Q1: 280,419 shares; 2025Q2: 506,033 shares; 2025Q3: 394,232 shares 394,232 $12.4M 2.01% -111,801 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,658 shares; 2024Q4: 53,064 shares; 2025Q1: 310,846 shares; 2025Q2: 351,572 shares; 2025Q3: 431,518 shares 431,518 $11.6M 1.87% +79,946 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,203 shares; 2024Q4: 111,854 shares; 2025Q1: 110,888 shares; 2025Q2: 114,211 shares; 2025Q3: 121,000 shares 121,000 $11.5M 1.86% +6,789 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199,923 shares; 2025Q3: 336,654 shares 336,654 $11.5M 1.86% +136,731 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,918 shares; 2025Q1: 124,952 shares; 2025Q2: 117,136 shares; 2025Q3: 156,798 shares 156,798 $11.4M 1.84% +39,662 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,563 shares; 2024Q4: 42,726 shares; 2025Q1: 42,855 shares; 2025Q2: 43,027 shares; 2025Q3: 43,565 shares 43,565 $11.1M 1.79% +538 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,065 shares; 2024Q4: 55,405 shares; 2025Q1: 49,180 shares; 2025Q2: 48,937 shares; 2025Q3: 49,956 shares 49,956 $10.8M 1.74% +1,019 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,606 shares; 2024Q4: 158,596 shares; 2025Q1: 175,158 shares; 2025Q2: 172,513 shares; 2025Q3: 175,737 shares 175,737 $10.5M 1.7% +3,224 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,851 shares; 2024Q4: 212,411 shares; 2025Q1: 209,890 shares; 2025Q2: 207,592 shares; 2025Q3: 216,306 shares 216,306 $9.26M 1.5% +8,714 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,456 shares; 2024Q4: 251,548 shares; 2025Q1: 242,244 shares; 2025Q2: 228,437 shares; 2025Q3: 195,830 shares 195,830 $9.15M 1.48% -32,607 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,717 shares; 2024Q4: 14,651 shares; 2025Q1: 33,954 shares; 2025Q2: 43,188 shares; 2025Q3: 37,016 shares 37,016 $9.04M 1.46% -6,172 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,650 shares; 2024Q4: 279,346 shares; 2025Q1: 341,607 shares; 2025Q2: 342,644 shares; 2025Q3: 348,568 shares 348,568 $9.01M 1.46% +5,924 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,873 shares; 2024Q4: 157,279 shares; 2025Q1: 167,234 shares; 2025Q2: 173,252 shares; 2025Q3: 162,221 shares 162,221 $8.64M 1.4% -11,031 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,951 shares; 2024Q4: 227,526 shares; 2025Q1: 227,971 shares; 2025Q2: 228,821 shares; 2025Q3: 231,015 shares 231,015 $8.4M 1.36% +2,194 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,010 shares; 2024Q4: 11,010 shares; 2025Q1: 11,010 shares; 2025Q2: 11,010 shares; 2025Q3: 11,010 shares 11,010 $8.22M 1.33% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,714 shares; 2024Q4: 25,294 shares; 2025Q1: 30,193 shares; 2025Q2: 175,624 shares; 2025Q3: 157,764 shares 157,764 $7.8M 1.26% -17,860 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,269 shares; 2024Q4: 194,395 shares; 2025Q1: 198,438 shares; 2025Q2: 203,838 shares; 2025Q3: 204,281 shares 204,281 $7.72M 1.25% +443 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,681 shares 107,681 $7.56M 1.22% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,344 shares; 2024Q4: 12,466 shares; 2025Q1: 15,322 shares; 2025Q2: 15,875 shares; 2025Q3: 15,182 shares 15,182 $7.28M 1.18% -693 Timeline SPMO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,292 shares; 2025Q1: 54,451 shares; 2025Q2: 53,166 shares; 2025Q3: 51,655 shares 51,655 $6.25M 1.01% -1,511 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,231 shares; 2024Q4: 23,509 shares; 2025Q1: 31,998 shares; 2025Q2: 31,741 shares; 2025Q3: 32,075 shares 32,075 $5.98M 0.97% +334 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,999 shares; 2024Q4: 42,121 shares; 2025Q1: 56,809 shares; 2025Q2: 58,114 shares; 2025Q3: 63,358 shares 63,358 $5.91M 0.96% +5,244 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,181 shares; 2024Q4: 428,655 shares; 2025Q1: 437,602 shares; 2025Q2: 311,921 shares; 2025Q3: 248,177 shares 248,177 $5.82M 0.94% -63,744 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,842 shares; 2024Q4: 18,331 shares; 2025Q1: 18,534 shares; 2025Q2: 18,243 shares; 2025Q3: 17,352 shares 17,352 $5.78M 0.93% -891 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,214 shares; 2024Q4: 78,021 shares; 2025Q1: 78,750 shares; 2025Q2: 76,214 shares; 2025Q3: 28,278 shares 28,278 $5.54M 0.9% -47,936 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,342 shares; 2024Q4: 70,196 shares; 2025Q1: 76,214 shares; 2025Q2: 76,286 shares; 2025Q3: 75,927 shares 75,927 $4.11M 0.67% -359 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,225 shares; 2024Q4: 63,729 shares; 2025Q1: 61,110 shares; 2025Q2: 60,334 shares; 2025Q3: 60,120 shares 60,120 $4M 0.65% -214 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,301 shares; 2024Q4: 6,232 shares; 2025Q1: 6,196 shares; 2025Q2: 6,157 shares; 2025Q3: 5,975 shares 5,975 $3.98M 0.64% -182 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,037 shares; 2024Q4: 7,421 shares; 2025Q1: 7,589 shares; 2025Q2: 8,643 shares; 2025Q3: 11,811 shares 11,811 $3.73M 0.6% +3,168 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,899 shares; 2024Q4: 54,016 shares; 2025Q1: 51,323 shares; 2025Q2: 51,256 shares; 2025Q3: 48,847 shares 48,847 $3.49M 0.56% -2,409 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,743 shares; 2024Q4: 6,029 shares; 2025Q1: 6,040 shares; 2025Q2: 6,365 shares; 2025Q3: 6,510 shares 6,510 $3.37M 0.55% +145 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,950 shares; 2024Q4: 8,967 shares; 2025Q1: 8,900 shares; 2025Q2: 8,950 shares; 2025Q3: 8,906 shares 8,906 $3.25M 0.53% -44 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,815 shares; 2024Q4: 70,441 shares; 2025Q1: 68,639 shares; 2025Q2: 68,558 shares; 2025Q3: 68,013 shares 68,013 $3.07M 0.5% -545 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,889 shares; 2024Q4: 42,156 shares; 2025Q1: 31,917 shares; 2025Q2: not reported; 2025Q3: 40,191 shares 40,191 $2.71M 0.44% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,830 shares; 2024Q4: 9,822 shares; 2025Q1: 10,609 shares; 2025Q2: 10,677 shares; 2025Q3: 10,666 shares 10,666 $2.71M 0.44% -11 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,317 shares; 2024Q4: 36,219 shares; 2025Q1: 33,473 shares; 2025Q2: 33,928 shares; 2025Q3: 36,234 shares 36,234 $2.69M 0.44% +2,306 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,738 shares; 2024Q4: 38,706 shares; 2025Q1: 29,046 shares; 2025Q2: 28,087 shares; 2025Q3: 22,107 shares 22,107 $2.22M 0.36% -5,980 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,599 shares; 2024Q4: 14,483 shares; 2025Q1: 14,500 shares; 2025Q2: 15,558 shares; 2025Q3: 11,772 shares 11,772 $2.2M 0.36% -3,786 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,823 shares; 2024Q4: 19,645 shares; 2025Q1: 20,011 shares; 2025Q2: 20,734 shares; 2025Q3: 21,174 shares 21,174 $2.18M 0.35% +440 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,759 shares; 2025Q1: 31,916 shares; 2025Q2: 28,383 shares; 2025Q3: 42,694 shares 42,694 $2.04M 0.33% +14,311 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,459 shares; 2024Q4: 15,326 shares; 2025Q1: 16,959 shares; 2025Q2: 16,878 shares; 2025Q3: 15,851 shares 15,851 $2M 0.32% -1,027 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,522 shares; 2024Q4: 27,141 shares; 2025Q1: 28,276 shares; 2025Q2: 28,448 shares; 2025Q3: 32,737 shares 32,737 $1.93M 0.31% +4,289 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,410 shares; 2024Q4: 6,079 shares; 2025Q1: 6,164 shares; 2025Q2: 6,609 shares; 2025Q3: 6,535 shares 6,535 $1.92M 0.31% -74 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,854 shares; 2024Q4: 15,575 shares; 2025Q1: 21,817 shares; 2025Q2: 22,309 shares; 2025Q3: 19,108 shares 19,108 $1.88M 0.3% -3,201 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,776 shares; 2024Q4: 43,706 shares; 2025Q1: 47,804 shares; 2025Q2: 46,955 shares; 2025Q3: 53,284 shares 53,284 $1.88M 0.3% +6,329 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,647 shares; 2024Q4: 5,593 shares; 2025Q1: 5,423 shares; 2025Q2: 5,471 shares; 2025Q3: 5,392 shares 5,392 $1.77M 0.29% -79 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,406 shares; 2024Q4: 3,391 shares; 2025Q1: 10,610 shares; 2025Q2: 12,050 shares; 2025Q3: 11,849 shares 11,849 $1.73M 0.28% -201 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 3,408 shares; 2025Q1: 3,438 shares; 2025Q2: 3,519 shares; 2025Q3: 3,593 shares 3,593 $1.71M 0.28% +74 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: 4,572 shares; 2025Q1: 4,562 shares; 2025Q2: 5,164 shares; 2025Q3: 5,116 shares 5,116 $1.69M 0.27% -48 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,579 shares; 2024Q4: 31,536 shares; 2025Q1: 33,911 shares; 2025Q2: 34,146 shares; 2025Q3: 35,674 shares 35,674 $1.68M 0.27% +1,528 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,079 shares; 2024Q4: 15,079 shares; 2025Q1: 15,079 shares; 2025Q2: 15,079 shares; 2025Q3: 15,079 shares 15,079 $1.65M 0.27% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,049 shares; 2024Q4: 5,052 shares; 2025Q1: 5,054 shares; 2025Q2: 5,060 shares; 2025Q3: 5,065 shares 5,065 $1.64M 0.26% +5 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,600 shares 26,600 $1.6M 0.26% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,923 shares; 2024Q4: 5,010 shares; 2025Q1: 5,043 shares; 2025Q2: 5,131 shares; 2025Q3: 5,225 shares 5,225 $1.59M 0.26% +94 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,733 shares; 2025Q3: 44,686 shares 44,686 $1.55M 0.25% +20,953 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,803 shares; 2024Q4: 49,803 shares; 2025Q1: 47,506 shares; 2025Q2: 47,127 shares; 2025Q3: 47,089 shares 47,089 $1.48M 0.24% -38 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,572 shares; 2024Q4: 4,720 shares; 2025Q1: 5,765 shares; 2025Q2: 6,107 shares; 2025Q3: 5,189 shares 5,189 $1.46M 0.24% -918 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,566 shares; 2024Q4: 14,439 shares; 2025Q1: 17,046 shares; 2025Q2: 16,907 shares; 2025Q3: 16,886 shares 16,886 $1.33M 0.22% -21 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,426 shares; 2025Q3: 37,438 shares 37,438 $1.15M 0.19% +18,012 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,175 shares; 2025Q1: 5,268 shares; 2025Q2: 5,399 shares; 2025Q3: 5,391 shares 5,391 $1.08M 0.17% -8 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,941 shares; 2024Q4: 6,994 shares; 2025Q1: 4,948 shares; 2025Q2: 4,698 shares; 2025Q3: 4,184 shares 4,184 $1.07M 0.17% -514 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,599 shares; 2024Q4: 19,749 shares; 2025Q1: 19,885 shares; 2025Q2: 20,027 shares; 2025Q3: 20,160 shares 20,160 $1.03M 0.17% +133 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,013 shares; 2025Q1: 2,018 shares; 2025Q2: 2,067 shares; 2025Q3: 2,041 shares 2,041 $1.03M 0.17% -26 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 5,233 shares; 2025Q1: 5,583 shares; 2025Q2: 6,282 shares; 2025Q3: 6,651 shares 6,651 $1.02M 0.17% +369 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,845 shares; 2024Q4: 11,089 shares; 2025Q1: 11,475 shares; 2025Q2: 12,873 shares; 2025Q3: 12,726 shares 12,726 $994K 0.16% -147 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,409 shares; 2025Q3: 24,563 shares 24,563 $971K 0.16% +12,154 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,150 shares; 2025Q1: 1,195 shares; 2025Q2: 1,210 shares; 2025Q3: 1,230 shares 1,230 $938K 0.15% +20 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,902 shares; 2024Q4: 8,973 shares; 2025Q1: 9,295 shares; 2025Q2: 9,337 shares; 2025Q3: 9,604 shares 9,604 $914K 0.15% +267 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: 2,312 shares; 2025Q1: 2,316 shares; 2025Q2: 2,319 shares; 2025Q3: 2,299 shares 2,299 $850K 0.14% -20 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,979 shares; 2024Q4: 17,117 shares; 2025Q1: 9,599 shares; 2025Q2: 10,173 shares; 2025Q3: 8,923 shares 8,923 $849K 0.14% -1,250 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,729 shares; 2024Q4: 32,187 shares; 2025Q1: 32,187 shares; 2025Q2: 32,187 shares; 2025Q3: 32,187 shares 32,187 $848K 0.14% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 2,770 shares; 2025Q1: 2,861 shares; 2025Q2: 3,319 shares; 2025Q3: 3,457 shares 3,457 $840K 0.14% +138 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 2,657 shares; 2025Q1: 2,669 shares; 2025Q2: 2,711 shares; 2025Q3: 2,716 shares 2,716 $817K 0.13% +5 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,355 shares; 2024Q4: 4,429 shares; 2025Q1: 5,149 shares; 2025Q2: 5,890 shares; 2025Q3: 5,808 shares 5,808 $816K 0.13% -82 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,004 shares; 2025Q3: 12,249 shares 12,249 $807K 0.13% +1,245 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,030 shares; 2024Q4: 24,682 shares; 2025Q1: 7,697 shares; 2025Q2: 8,971 shares; 2025Q3: 8,764 shares 8,764 $783K 0.13% -207 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,941 shares; 2024Q4: 28,331 shares; 2025Q1: 32,472 shares; 2025Q2: 36,178 shares; 2025Q3: 38,742 shares 38,742 $778K 0.13% +2,564 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,375 shares; 2024Q4: 21,927 shares; 2025Q1: 20,260 shares; 2025Q2: 20,260 shares; 2025Q3: 20,131 shares 20,131 $776K 0.13% -129 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,568 shares; 2024Q4: 8,533 shares; 2025Q1: 8,447 shares; 2025Q2: 8,348 shares; 2025Q3: 8,167 shares 8,167 $763K 0.12% -181 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 8,062 shares; 2025Q1: 6,656 shares; 2025Q2: 8,145 shares; 2025Q3: 14,626 shares 14,626 $742K 0.12% +6,481 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,472 shares; 2024Q4: 11,472 shares; 2025Q1: 11,472 shares; 2025Q2: 11,472 shares; 2025Q3: 11,472 shares 11,472 $737K 0.12% 0 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,804 shares; 2025Q3: 20,831 shares 20,831 $722K 0.12% +9,027 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,628 shares; 2024Q4: 4,628 shares; 2025Q1: 4,628 shares; 2025Q2: 4,628 shares; 2025Q3: 4,628 shares 4,628 $714K 0.12% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,706 shares; 2025Q1: 1,873 shares; 2025Q2: 1,715 shares; 2025Q3: 1,627 shares 1,627 $708K 0.11% -88 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 2,825 shares; 2025Q1: 2,836 shares; 2025Q2: 3,162 shares; 2025Q3: 3,223 shares 3,223 $708K 0.11% +61 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,405 shares; 2025Q3: 24,512 shares 24,512 $696K 0.11% +12,107 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,196 shares; 2025Q3: 16,456 shares 16,456 $692K 0.11% +7,260 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,326 shares; 2024Q4: 10,914 shares; 2025Q1: 11,137 shares; 2025Q2: 12,650 shares; 2025Q3: 13,621 shares 13,621 $691K 0.11% +971 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,551 shares; 2025Q3: 15,200 shares 15,200 $668K 0.11% +7,649 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,748 shares; 2025Q3: 19,331 shares 19,331 $661K 0.11% +9,583 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,532 shares; 2024Q4: 4,876 shares; 2025Q1: 5,213 shares; 2025Q2: 5,675 shares; 2025Q3: 5,854 shares 5,854 $660K 0.11% +179 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,699 shares; 2024Q4: 7,640 shares; 2025Q1: 9,248 shares; 2025Q2: 9,229 shares; 2025Q3: 9,254 shares 9,254 $656K 0.11% +25 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,641 shares; 2024Q4: 4,648 shares; 2025Q1: 4,590 shares; 2025Q2: 4,581 shares; 2025Q3: 4,675 shares 4,675 $652K 0.11% +94 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 665 shares; 2025Q1: 687 shares; 2025Q2: 752 shares; 2025Q3: 886 shares 886 $651K 0.11% +134 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,086 shares; 2025Q1: 34,665 shares; 2025Q2: 12,926 shares; 2025Q3: 17,198 shares 17,198 $650K 0.11% +4,272 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,537 shares; 2025Q1: 2,579 shares; 2025Q2: 2,642 shares; 2025Q3: 2,640 shares 2,640 $643K 0.1% -2 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,904 shares; 2025Q1: 1,958 shares; 2025Q2: 2,170 shares; 2025Q3: 2,234 shares 2,234 $630K 0.1% +64 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,855 shares; 2024Q4: 14,242 shares; 2025Q1: 15,524 shares; 2025Q2: 15,354 shares; 2025Q3: 16,612 shares 16,612 $630K 0.1% +1,258 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,343 shares 12,343 $625K 0.1% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,062 shares; 2025Q1: 1,368 shares; 2025Q2: 1,390 shares; 2025Q3: 1,402 shares 1,402 $623K 0.1% +12 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: 4,122 shares; 2025Q1: 5,463 shares; 2025Q2: 5,705 shares; 2025Q3: 6,175 shares 6,175 $591K 0.1% +470 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,474 shares; 2025Q2: 6,653 shares; 2025Q3: 12,002 shares 12,002 $582K 0.09% +5,349 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,535 shares; 2024Q4: 7,206 shares; 2025Q1: 6,335 shares; 2025Q2: 7,023 shares; 2025Q3: 6,799 shares 6,799 $561K 0.09% -224 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 1,066 shares; 2025Q1: 1,105 shares; 2025Q2: 1,257 shares; 2025Q3: 1,376 shares 1,376 $558K 0.09% +119 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,642 shares; 2025Q1: 3,615 shares; 2025Q2: 3,618 shares; 2025Q3: 3,679 shares 3,679 $555K 0.09% +61 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: 4,615 shares; 2025Q1: 4,693 shares; 2025Q2: 3,879 shares; 2025Q3: 6,670 shares 6,670 $531K 0.09% +2,791 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,524 shares; 2025Q3: 11,874 shares 11,874 $510K 0.08% +4,350 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,732 shares; 2024Q4: 13,735 shares; 2025Q1: 12,900 shares; 2025Q2: 10,990 shares; 2025Q3: 10,719 shares 10,719 $497K 0.08% -271 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,966 shares 9,966 $495K 0.08% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 2,817 shares; 2025Q1: 2,636 shares; 2025Q2: 2,636 shares; 2025Q3: 5,818 shares 5,818 $489K 0.08% +3,182 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,045 shares; 2024Q4: 7,337 shares; 2025Q1: 7,375 shares; 2025Q2: 4,768 shares; 2025Q3: 4,834 shares 4,834 $484K 0.08% +66 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,932 shares; 2025Q2: 14,932 shares; 2025Q3: 14,932 shares 14,932 $482K 0.08% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,197 shares; 2025Q3: 4,628 shares 4,628 $478K 0.08% -5,569 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 426 shares; 2025Q1: 443 shares; 2025Q2: 489 shares; 2025Q3: 512 shares 512 $474K 0.08% +23 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,654 shares 5,654 $458K 0.07% new Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,866 shares 19,866 $458K 0.07% new Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 4,054 shares; 2025Q1: 8,336 shares; 2025Q2: 8,527 shares; 2025Q3: 4,504 shares 4,504 $456K 0.07% -4,023 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 2,144 shares; 2025Q1: 2,283 shares; 2025Q2: 2,551 shares; 2025Q3: 2,804 shares 2,804 $455K 0.07% +253 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,780 shares; 2025Q1: 6,124 shares; 2025Q2: 6,599 shares; 2025Q3: 6,836 shares 6,836 $453K 0.07% +237 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,445 shares; 2025Q3: 19,949 shares 19,949 $453K 0.07% +8,504 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 93 shares; 2025Q1: 92 shares; 2025Q2: 105 shares; 2025Q3: 105 shares 105 $450K 0.07% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,372 shares; 2025Q1: 5,003 shares; 2025Q2: 6,215 shares; 2025Q3: 8,005 shares 8,005 $444K 0.07% +1,790 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,162 shares; 2025Q1: 1,203 shares; 2025Q2: 1,440 shares; 2025Q3: 1,507 shares 1,507 $442K 0.07% +67 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,511 shares; 2025Q1: 2,714 shares; 2025Q2: 2,992 shares; 2025Q3: 1,751 shares 1,751 $432K 0.07% -1,241 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,115 shares; 2025Q1: 1,242 shares; 2025Q2: 1,532 shares; 2025Q3: 1,524 shares 1,524 $430K 0.07% -8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 5,504 shares; 2025Q1: 5,409 shares; 2025Q2: 6,120 shares; 2025Q3: 6,327 shares 6,327 $426K 0.07% +207 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,282 shares; 2024Q4: 7,979 shares; 2025Q1: 9,851 shares; 2025Q2: 12,488 shares; 2025Q3: 13,507 shares 13,507 $424K 0.07% +1,019 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 506 shares; 2025Q1: 569 shares; 2025Q2: 637 shares; 2025Q3: 616 shares 616 $421K 0.07% -21 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 537 shares; 2025Q1: 641 shares; 2025Q2: 953 shares; 2025Q3: 867 shares 867 $421K 0.07% -86 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 814 shares; 2025Q1: 940 shares; 2025Q2: 629 shares; 2025Q3: 626 shares 626 $419K 0.07% -3 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,250 shares; 2025Q1: 1,142 shares; 2025Q2: 1,292 shares; 2025Q3: 1,325 shares 1,325 $414K 0.07% +33 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 7,366 shares; 2025Q1: 7,704 shares; 2025Q2: 8,434 shares; 2025Q3: 9,390 shares 9,390 $413K 0.07% +956 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 670 shares; 2025Q3: 671 shares 671 $413K 0.07% +1 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,492 shares; 2025Q1: 1,751 shares; 2025Q2: 2,008 shares; 2025Q3: 2,216 shares 2,216 $411K 0.07% +208 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,192 shares; 2024Q4: 10,173 shares; 2025Q1: 4,713 shares; 2025Q2: 4,777 shares; 2025Q3: 5,116 shares 5,116 $409K 0.07% +339 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 692 shares; 2025Q2: 784 shares; 2025Q3: 722 shares 722 $408K 0.07% -62 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,456 shares; 2025Q1: 1,333 shares; 2025Q2: 1,642 shares; 2025Q3: 1,967 shares 1,967 $407K 0.07% +325 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 3,467 shares; 2025Q1: 3,466 shares; 2025Q2: 3,533 shares; 2025Q3: 3,539 shares 3,539 $405K 0.07% +6 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: 9,183 shares; 2025Q1: 8,228 shares; 2025Q2: 7,578 shares; 2025Q3: 7,496 shares 7,496 $400K 0.06% -82 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 499 shares; 2025Q1: 557 shares; 2025Q2: 690 shares; 2025Q3: 697 shares 697 $395K 0.06% +7 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 198 shares; 2025Q1: 259 shares; 2025Q2: 338 shares; 2025Q3: 322 shares 322 $395K 0.06% -16 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: 2,015 shares; 2025Q1: 2,005 shares; 2025Q2: 2,365 shares; 2025Q3: 2,331 shares 2,331 $393K 0.06% -34 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,454 shares 4,454 $388K 0.06% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,207 shares; 2024Q4: 5,533 shares; 2025Q1: 5,711 shares; 2025Q2: 6,419 shares; 2025Q3: 6,559 shares 6,559 $385K 0.06% +140 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,935 shares 3,935 $384K 0.06% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 5,124 shares; 2025Q1: 5,943 shares; 2025Q2: 7,426 shares; 2025Q3: 6,722 shares 6,722 $382K 0.06% -704 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,261 shares; 2024Q4: 2,362 shares; 2025Q1: 2,342 shares; 2025Q2: 2,766 shares; 2025Q3: 2,939 shares 2,939 $373K 0.06% +173 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,566 shares 2,566 $367K 0.06% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,374 shares; 2025Q2: 7,374 shares; 2025Q3: 7,374 shares 7,374 $364K 0.06% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,727 shares; 2024Q4: 8,748 shares; 2025Q1: 8,927 shares; 2025Q2: 8,953 shares; 2025Q3: 8,977 shares 8,977 $362K 0.06% +24 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,734 shares; 2025Q1: 2,879 shares; 2025Q2: 3,733 shares; 2025Q3: 3,993 shares 3,993 $350K 0.06% +260 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,754 shares 7,754 $349K 0.06% new Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,810 shares 9,810 $341K 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 3,399 shares; 2025Q1: 3,718 shares; 2025Q2: 4,841 shares; 2025Q3: 5,036 shares 5,036 $337K 0.05% +195 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,574 shares 3,574 $337K 0.05% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,102 shares; 2024Q4: 49,608 shares; 2025Q1: 28,565 shares; 2025Q2: 27,502 shares; 2025Q3: 2,908 shares 2,908 $331K 0.05% -24,594 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,667 shares 10,667 $330K 0.05% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,055 shares; 2025Q3: 2,211 shares 2,211 $329K 0.05% +156 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,339 shares 12,339 $328K 0.05% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,515 shares; 2025Q1: 2,464 shares; 2025Q2: 2,463 shares; 2025Q3: 2,413 shares 2,413 $327K 0.05% -50 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,727 shares; 2024Q4: 13,479 shares; 2025Q1: 13,645 shares; 2025Q2: 13,587 shares; 2025Q3: 14,117 shares 14,117 $326K 0.05% +530 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,948 shares; 2025Q3: 4,375 shares 4,375 $321K 0.05% +1,427 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,471 shares; 2025Q3: 11,462 shares 11,462 $318K 0.05% +3,991 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 649 shares 649 $304K 0.05% 0 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,857 shares 11,857 $301K 0.05% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,976 shares; 2025Q2: 6,976 shares; 2025Q3: 6,976 shares 6,976 $296K 0.05% 0 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,983 shares 8,983 $285K 0.05% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,739 shares; 2024Q4: 5,910 shares; 2025Q1: 6,432 shares; 2025Q2: 7,214 shares; 2025Q3: 3,526 shares 3,526 $282K 0.05% -3,688 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,176 shares 1,176 $272K 0.04% new Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,168 shares; 2025Q2: 3,249 shares; 2025Q3: 3,021 shares 3,021 $272K 0.04% -228 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 2,448 shares; 2025Q1: 2,515 shares; 2025Q2: 2,823 shares; 2025Q3: 3,218 shares 3,218 $270K 0.04% +395 Timeline PXF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,870 shares; 2024Q4: 6,059 shares; 2025Q1: 6,426 shares; 2025Q2: 10,496 shares; 2025Q3: 4,414 shares 4,414 $270K 0.04% -6,082 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 597 shares; 2025Q1: 666 shares; 2025Q2: 828 shares; 2025Q3: 900 shares 900 $258K 0.04% +72 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,312 shares; 2025Q3: 3,763 shares 3,763 $257K 0.04% +451 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 2,052 shares; 2025Q1: 1,858 shares; 2025Q2: 1,762 shares; 2025Q3: 1,762 shares 1,762 $257K 0.04% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,910 shares; 2024Q4: 37,089 shares; 2025Q1: 7,151 shares; 2025Q2: 7,131 shares; 2025Q3: 5,437 shares 5,437 $255K 0.04% -1,694 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,126 shares; 2024Q4: 7,990 shares; 2025Q1: 7,990 shares; 2025Q2: 4,525 shares; 2025Q3: 3,561 shares 3,561 $242K 0.04% -964 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,344 shares; 2025Q2: 8,516 shares; 2025Q3: 8,841 shares 8,841 $241K 0.04% +325 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,279 shares; 2025Q2: 4,719 shares; 2025Q3: 4,964 shares 4,964 $239K 0.04% +245 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,002 shares 2,002 $225K 0.04% new Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,419 shares 8,419 $225K 0.04% new Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,247 shares; 2025Q1: 7,905 shares; 2025Q2: 7,777 shares; 2025Q3: 8,313 shares 8,313 $223K 0.04% +536 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,030 shares; 2025Q1: 2,034 shares; 2025Q2: 2,054 shares; 2025Q3: 1,576 shares 1,576 $222K 0.04% -478 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,649 shares; 2025Q1: 1,542 shares; 2025Q2: not reported; 2025Q3: 1,718 shares 1,718 $216K 0.03% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 184 shares 184 $215K 0.03% new Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,846 shares 6,846 $208K 0.03% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 607 shares 607 $207K 0.03% +3 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 582 shares 582 $207K 0.03% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,440 shares 1,440 $204K 0.03% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,968 shares 5,968 $200K 0.03% new Timeline