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: 906,988 shares; 2024Q4: 894,743 shares; 2025Q1: 768,300 shares; 2025Q2: 481,524 shares; 2025Q3: 474,578 shares; 2025Q4: 485,406 shares 485,406 $38.9M 6.11% +10,828 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: 438,970 shares; 2024Q4: 421,705 shares; 2025Q1: 439,551 shares; 2025Q2: 442,818 shares; 2025Q3: 528,147 shares; 2025Q4: 541,587 shares 541,587 $32.9M 5.17% +13,440 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: 52,784 shares; 2024Q4: 52,801 shares; 2025Q1: 83,101 shares; 2025Q2: 101,643 shares; 2025Q3: 106,469 shares; 2025Q4: 143,741 shares 143,741 $30.5M 4.79% +37,272 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: 271,505 shares; 2024Q4: 258,050 shares; 2025Q1: 263,715 shares; 2025Q2: 244,403 shares; 2025Q3: 236,000 shares; 2025Q4: 238,864 shares 238,864 $29.4M 4.62% +2,864 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: 307,282 shares; 2024Q4: 292,032 shares; 2025Q1: 283,632 shares; 2025Q2: 283,931 shares; 2025Q3: 280,418 shares; 2025Q4: 258,411 shares 258,411 $19.2M 3.01% -22,007 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,452 shares; 2024Q4: 387,420 shares; 2025Q1: 543,295 shares; 2025Q2: 707,149 shares; 2025Q3: 771,412 shares; 2025Q4: 694,955 shares 694,955 $18.4M 2.89% -76,457 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,829 shares; 2024Q4: 27,611 shares; 2025Q1: 27,200 shares; 2025Q2: 28,428 shares; 2025Q3: 28,036 shares; 2025Q4: 25,289 shares 25,289 $15.9M 2.49% -2,747 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: 339,509 shares; 2024Q4: 291,738 shares; 2025Q1: 320,273 shares; 2025Q2: 324,996 shares; 2025Q3: 328,207 shares; 2025Q4: 331,585 shares 331,585 $15.5M 2.44% +3,378 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,942 shares; 2025Q3: 243,614 shares; 2025Q4: 247,258 shares 247,258 $14.7M 2.3% +3,644 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: 86,959 shares; 2024Q4: 137,957 shares; 2025Q1: 280,419 shares; 2025Q2: 506,033 shares; 2025Q3: 394,232 shares; 2025Q4: 414,003 shares 414,003 $13.5M 2.12% +19,771 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144,268 shares; 2025Q2: 328,984 shares; 2025Q3: 340,007 shares; 2025Q4: 347,542 shares 347,542 $13.4M 2.1% +7,535 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199,923 shares; 2025Q3: 336,654 shares; 2025Q4: 363,172 shares 363,172 $12.1M 1.9% +26,518 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,203 shares; 2024Q4: 111,854 shares; 2025Q1: 110,888 shares; 2025Q2: 114,211 shares; 2025Q3: 121,000 shares; 2025Q4: 126,214 shares 126,214 $12M 1.89% +5,214 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: 42,563 shares; 2024Q4: 42,726 shares; 2025Q1: 42,855 shares; 2025Q2: 43,027 shares; 2025Q3: 43,565 shares; 2025Q4: 43,739 shares 43,739 $11.9M 1.87% +174 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: not reported; 2024Q4: 54,918 shares; 2025Q1: 124,952 shares; 2025Q2: 117,136 shares; 2025Q3: 156,798 shares; 2025Q4: 146,000 shares 146,000 $11.9M 1.86% -10,798 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: 57,065 shares; 2024Q4: 55,405 shares; 2025Q1: 49,180 shares; 2025Q2: 48,937 shares; 2025Q3: 49,956 shares; 2025Q4: 50,218 shares 50,218 $11M 1.73% +262 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: 153,606 shares; 2024Q4: 158,596 shares; 2025Q1: 175,158 shares; 2025Q2: 172,513 shares; 2025Q3: 175,737 shares; 2025Q4: 176,219 shares 176,219 $11M 1.73% +482 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: 278,268 shares; 2024Q4: 279,483 shares; 2025Q1: 184,054 shares; 2025Q2: 279,911 shares; 2025Q3: 190,177 shares; 2025Q4: 152,022 shares 152,022 $10.9M 1.7% -38,155 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,292 shares; 2025Q1: 54,451 shares; 2025Q2: 53,166 shares; 2025Q3: 51,655 shares; 2025Q4: 83,294 shares 83,294 $9.94M 1.56% +31,639 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: 208,851 shares; 2024Q4: 212,411 shares; 2025Q1: 209,890 shares; 2025Q2: 207,592 shares; 2025Q3: 216,306 shares; 2025Q4: 222,641 shares 222,641 $9.89M 1.55% +6,335 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: 14,717 shares; 2024Q4: 14,651 shares; 2025Q1: 33,954 shares; 2025Q2: 43,188 shares; 2025Q3: 37,016 shares; 2025Q4: 37,917 shares 37,917 $9.52M 1.5% +901 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: 262,456 shares; 2024Q4: 251,548 shares; 2025Q1: 242,244 shares; 2025Q2: 228,437 shares; 2025Q3: 195,830 shares; 2025Q4: 197,185 shares 197,185 $9.18M 1.44% +1,355 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,181 shares; 2024Q4: 428,655 shares; 2025Q1: 437,602 shares; 2025Q2: 311,921 shares; 2025Q3: 248,177 shares; 2025Q4: 389,230 shares 389,230 $9.1M 1.43% +141,053 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: 155,873 shares; 2024Q4: 157,279 shares; 2025Q1: 167,234 shares; 2025Q2: 173,252 shares; 2025Q3: 162,221 shares; 2025Q4: 167,508 shares 167,508 $8.84M 1.39% +5,287 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: 248,951 shares; 2024Q4: 227,526 shares; 2025Q1: 227,971 shares; 2025Q2: 228,821 shares; 2025Q3: 231,015 shares; 2025Q4: 223,808 shares 223,808 $8.53M 1.34% -7,207 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: 11,010 shares; 2024Q4: 11,010 shares; 2025Q1: 11,010 shares; 2025Q2: 11,010 shares; 2025Q3: 11,010 shares; 2025Q4: 11,010 shares 11,010 $8.3M 1.3% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,180 shares 110,180 $8.27M 1.3% new 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: 136,893 shares; 2024Q4: 134,214 shares; 2025Q1: 140,946 shares; 2025Q2: 144,337 shares; 2025Q3: 131,957 shares; 2025Q4: 40,211 shares 40,211 $7.99M 1.25% -91,746 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: 25,714 shares; 2024Q4: 25,294 shares; 2025Q1: 30,193 shares; 2025Q2: 175,624 shares; 2025Q3: 157,764 shares; 2025Q4: 164,195 shares 164,195 $7.93M 1.25% +6,431 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,999 shares; 2024Q4: 42,121 shares; 2025Q1: 56,809 shares; 2025Q2: 58,114 shares; 2025Q3: 63,358 shares; 2025Q4: 78,378 shares 78,378 $7.3M 1.15% +15,020 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: 195,269 shares; 2024Q4: 194,395 shares; 2025Q1: 198,438 shares; 2025Q2: 203,838 shares; 2025Q3: 204,281 shares; 2025Q4: 191,583 shares 191,583 $7.29M 1.14% -12,698 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: 28,658 shares; 2024Q4: 53,064 shares; 2025Q1: 310,846 shares; 2025Q2: 351,572 shares; 2025Q3: 431,518 shares; 2025Q4: 270,630 shares 270,630 $7.22M 1.13% -160,888 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: 12,344 shares; 2024Q4: 12,466 shares; 2025Q1: 15,322 shares; 2025Q2: 15,875 shares; 2025Q3: 15,182 shares; 2025Q4: 14,625 shares 14,625 $7.13M 1.12% -557 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,681 shares; 2025Q4: 95,797 shares 95,797 $6.21M 0.97% -11,884 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: 23,231 shares; 2024Q4: 23,509 shares; 2025Q1: 31,998 shares; 2025Q2: 31,741 shares; 2025Q3: 32,075 shares; 2025Q4: 31,061 shares 31,061 $5.93M 0.93% -1,014 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: 18,842 shares; 2024Q4: 18,331 shares; 2025Q1: 18,534 shares; 2025Q2: 18,243 shares; 2025Q3: 17,352 shares; 2025Q4: 17,117 shares 17,117 $5.87M 0.92% -235 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,214 shares; 2024Q4: 78,021 shares; 2025Q1: 78,750 shares; 2025Q2: 76,214 shares; 2025Q3: 28,278 shares; 2025Q4: 28,008 shares 28,008 $5.59M 0.88% -270 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,589 shares 126,589 $4.36M 0.68% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,225 shares; 2024Q4: 63,729 shares; 2025Q1: 61,110 shares; 2025Q2: 60,334 shares; 2025Q3: 60,120 shares; 2025Q4: 58,909 shares 58,909 $4.08M 0.64% -1,211 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: 72,342 shares; 2024Q4: 70,196 shares; 2025Q1: 76,214 shares; 2025Q2: 76,286 shares; 2025Q3: 75,927 shares; 2025Q4: 73,686 shares 73,686 $3.96M 0.62% -2,241 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: 6,301 shares; 2024Q4: 6,232 shares; 2025Q1: 6,196 shares; 2025Q2: 6,157 shares; 2025Q3: 5,975 shares; 2025Q4: 5,792 shares 5,792 $3.95M 0.62% -183 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: 7,037 shares; 2024Q4: 7,421 shares; 2025Q1: 7,589 shares; 2025Q2: 8,643 shares; 2025Q3: 11,811 shares; 2025Q4: 11,869 shares 11,869 $3.82M 0.6% +58 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: 40,889 shares; 2024Q4: 42,156 shares; 2025Q1: 31,917 shares; 2025Q2: not reported; 2025Q3: 40,191 shares; 2025Q4: 50,433 shares 50,433 $3.67M 0.58% +10,242 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 103,170 shares 103,170 $3.59M 0.56% new 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: 53,899 shares; 2024Q4: 54,016 shares; 2025Q1: 51,323 shares; 2025Q2: 51,256 shares; 2025Q3: 48,847 shares; 2025Q4: 47,382 shares 47,382 $3.49M 0.55% -1,465 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,650 shares; 2024Q4: 279,346 shares; 2025Q1: 341,607 shares; 2025Q2: 342,644 shares; 2025Q3: 348,568 shares; 2025Q4: 133,587 shares 133,587 $3.44M 0.54% -214,981 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: 8,950 shares; 2024Q4: 8,967 shares; 2025Q1: 8,900 shares; 2025Q2: 8,950 shares; 2025Q3: 8,906 shares; 2025Q4: 8,678 shares 8,678 $3.24M 0.51% -228 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: 5,743 shares; 2024Q4: 6,029 shares; 2025Q1: 6,040 shares; 2025Q2: 6,365 shares; 2025Q3: 6,510 shares; 2025Q4: 6,614 shares 6,614 $3.2M 0.5% +104 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,815 shares; 2024Q4: 70,441 shares; 2025Q1: 68,639 shares; 2025Q2: 68,558 shares; 2025Q3: 68,013 shares; 2025Q4: 67,950 shares 67,950 $3.19M 0.5% -63 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: 36,317 shares; 2024Q4: 36,219 shares; 2025Q1: 33,473 shares; 2025Q2: 33,928 shares; 2025Q3: 36,234 shares; 2025Q4: 38,846 shares 38,846 $2.88M 0.45% +2,612 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: 9,830 shares; 2024Q4: 9,822 shares; 2025Q1: 10,609 shares; 2025Q2: 10,677 shares; 2025Q3: 10,666 shares; 2025Q4: 10,638 shares 10,638 $2.74M 0.43% -28 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: 41,738 shares; 2024Q4: 38,706 shares; 2025Q1: 29,046 shares; 2025Q2: 28,087 shares; 2025Q3: 22,107 shares; 2025Q4: 21,957 shares 21,957 $2.19M 0.34% -150 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: 10,599 shares; 2024Q4: 14,483 shares; 2025Q1: 14,500 shares; 2025Q2: 15,558 shares; 2025Q3: 11,772 shares; 2025Q4: 11,689 shares 11,689 $2.18M 0.34% -83 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: 26,522 shares; 2024Q4: 27,141 shares; 2025Q1: 28,276 shares; 2025Q2: 28,448 shares; 2025Q3: 32,737 shares; 2025Q4: 35,713 shares 35,713 $2.1M 0.33% +2,976 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: 3,334 shares; 2024Q4: 3,408 shares; 2025Q1: 3,438 shares; 2025Q2: 3,519 shares; 2025Q3: 3,593 shares; 2025Q4: 3,609 shares 3,609 $2.07M 0.32% +16 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,776 shares; 2024Q4: 43,706 shares; 2025Q1: 47,804 shares; 2025Q2: 46,955 shares; 2025Q3: 53,284 shares; 2025Q4: 55,893 shares 55,893 $2.04M 0.32% +2,609 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: 15,459 shares; 2024Q4: 15,326 shares; 2025Q1: 16,959 shares; 2025Q2: 16,878 shares; 2025Q3: 15,851 shares; 2025Q4: 15,567 shares 15,567 $2.01M 0.32% -284 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,336 shares 58,336 $1.93M 0.3% new 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: 3,406 shares; 2024Q4: 3,391 shares; 2025Q1: 10,610 shares; 2025Q2: 12,050 shares; 2025Q3: 11,849 shares; 2025Q4: 12,358 shares 12,358 $1.84M 0.29% +509 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: 31,579 shares; 2024Q4: 31,536 shares; 2025Q1: 33,911 shares; 2025Q2: 34,146 shares; 2025Q3: 35,674 shares; 2025Q4: 38,944 shares 38,944 $1.83M 0.29% +3,270 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,854 shares; 2024Q4: 15,575 shares; 2025Q1: 21,817 shares; 2025Q2: 22,309 shares; 2025Q3: 19,108 shares; 2025Q4: 18,273 shares 18,273 $1.79M 0.28% -835 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: 5,647 shares; 2024Q4: 5,593 shares; 2025Q1: 5,423 shares; 2025Q2: 5,471 shares; 2025Q3: 5,392 shares; 2025Q4: 5,302 shares 5,302 $1.78M 0.28% -90 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: 4,405 shares; 2024Q4: 4,572 shares; 2025Q1: 4,562 shares; 2025Q2: 5,164 shares; 2025Q3: 5,116 shares; 2025Q4: 5,134 shares 5,134 $1.78M 0.28% +18 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: 6,410 shares; 2024Q4: 6,079 shares; 2025Q1: 6,164 shares; 2025Q2: 6,609 shares; 2025Q3: 6,535 shares; 2025Q4: 6,095 shares 6,095 $1.77M 0.28% -440 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,733 shares; 2025Q3: 44,686 shares; 2025Q4: 49,020 shares 49,020 $1.73M 0.27% +4,334 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,079 shares; 2024Q4: 15,079 shares; 2025Q1: 15,079 shares; 2025Q2: 15,079 shares; 2025Q3: 15,079 shares; 2025Q4: 15,079 shares 15,079 $1.72M 0.27% 0 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: 18,823 shares; 2024Q4: 19,645 shares; 2025Q1: 20,011 shares; 2025Q2: 20,734 shares; 2025Q3: 21,174 shares; 2025Q4: 15,339 shares 15,339 $1.71M 0.27% -5,835 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,600 shares; 2025Q4: 27,858 shares 27,858 $1.67M 0.26% +1,258 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: not reported; 2024Q4: 34,759 shares; 2025Q1: 31,916 shares; 2025Q2: 28,383 shares; 2025Q3: 42,694 shares; 2025Q4: 35,221 shares 35,221 $1.67M 0.26% -7,473 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: 49,803 shares; 2024Q4: 49,803 shares; 2025Q1: 47,506 shares; 2025Q2: 47,127 shares; 2025Q3: 47,089 shares; 2025Q4: 47,089 shares 47,089 $1.54M 0.24% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,566 shares; 2024Q4: 14,439 shares; 2025Q1: 17,046 shares; 2025Q2: 16,907 shares; 2025Q3: 16,886 shares; 2025Q4: 18,788 shares 18,788 $1.48M 0.23% +1,902 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,426 shares; 2025Q3: 37,438 shares; 2025Q4: 46,786 shares 46,786 $1.48M 0.23% +9,348 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: 19,599 shares; 2024Q4: 19,749 shares; 2025Q1: 19,885 shares; 2025Q2: 20,027 shares; 2025Q3: 20,160 shares; 2025Q4: 29,015 shares 29,015 $1.48M 0.23% +8,855 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,049 shares; 2024Q4: 5,052 shares; 2025Q1: 5,054 shares; 2025Q2: 5,060 shares; 2025Q3: 5,065 shares; 2025Q4: 5,065 shares 5,065 $1.41M 0.22% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,409 shares; 2025Q3: 24,563 shares; 2025Q4: 33,828 shares 33,828 $1.36M 0.21% +9,265 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: 1,132 shares; 2024Q4: 1,150 shares; 2025Q1: 1,195 shares; 2025Q2: 1,210 shares; 2025Q3: 1,230 shares; 2025Q4: 1,256 shares 1,256 $1.35M 0.21% +26 Timeline XAR 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: 5,455 shares 5,455 $1.32M 0.21% new 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: 24,030 shares; 2024Q4: 24,682 shares; 2025Q1: 7,697 shares; 2025Q2: 8,971 shares; 2025Q3: 8,764 shares; 2025Q4: 14,151 shares 14,151 $1.23M 0.19% +5,387 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,374 shares; 2025Q2: 7,374 shares; 2025Q3: 7,374 shares; 2025Q4: 22,712 shares 22,712 $1.16M 0.18% +15,338 Timeline USHY 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: 6,086 shares; 2025Q1: 34,665 shares; 2025Q2: 12,926 shares; 2025Q3: 17,198 shares; 2025Q4: 30,368 shares 30,368 $1.14M 0.18% +13,170 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: 2,356 shares; 2024Q4: 2,770 shares; 2025Q1: 2,861 shares; 2025Q2: 3,319 shares; 2025Q3: 3,457 shares; 2025Q4: 3,573 shares 3,573 $1.12M 0.18% +116 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,941 shares; 2024Q4: 28,331 shares; 2025Q1: 32,472 shares; 2025Q2: 36,178 shares; 2025Q3: 38,742 shares; 2025Q4: 54,655 shares 54,655 $1.1M 0.17% +15,913 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,175 shares; 2025Q1: 5,268 shares; 2025Q2: 5,399 shares; 2025Q3: 5,391 shares; 2025Q4: 5,294 shares 5,294 $1.08M 0.17% -97 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: 10,845 shares; 2024Q4: 11,089 shares; 2025Q1: 11,475 shares; 2025Q2: 12,873 shares; 2025Q3: 12,726 shares; 2025Q4: 13,476 shares 13,476 $1.05M 0.16% +750 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: 6,941 shares; 2024Q4: 6,994 shares; 2025Q1: 4,948 shares; 2025Q2: 4,698 shares; 2025Q3: 4,184 shares; 2025Q4: 4,173 shares 4,173 $1.04M 0.16% -11 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: 1,951 shares; 2024Q4: 2,013 shares; 2025Q1: 2,018 shares; 2025Q2: 2,067 shares; 2025Q3: 2,041 shares; 2025Q4: 2,067 shares 2,067 $1.04M 0.16% +26 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,551 shares; 2025Q3: 15,200 shares; 2025Q4: 23,133 shares 23,133 $1.03M 0.16% +7,933 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,572 shares; 2024Q4: 4,720 shares; 2025Q1: 5,765 shares; 2025Q2: 6,107 shares; 2025Q3: 5,189 shares; 2025Q4: 5,079 shares 5,079 $990K 0.16% -110 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,966 shares; 2025Q4: 19,851 shares 19,851 $986K 0.15% +9,885 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: 4,990 shares; 2024Q4: 5,233 shares; 2025Q1: 5,583 shares; 2025Q2: 6,282 shares; 2025Q3: 6,651 shares; 2025Q4: 6,652 shares 6,652 $953K 0.15% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,405 shares; 2025Q3: 24,512 shares; 2025Q4: 32,732 shares 32,732 $944K 0.15% +8,220 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: 8,902 shares; 2024Q4: 8,973 shares; 2025Q1: 9,295 shares; 2025Q2: 9,337 shares; 2025Q3: 9,604 shares; 2025Q4: 9,804 shares 9,804 $944K 0.15% +200 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: 2,642 shares; 2024Q4: 2,657 shares; 2025Q1: 2,669 shares; 2025Q2: 2,711 shares; 2025Q3: 2,716 shares; 2025Q4: 2,861 shares 2,861 $881K 0.14% +145 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: 4,641 shares; 2024Q4: 4,648 shares; 2025Q1: 4,590 shares; 2025Q2: 4,581 shares; 2025Q3: 4,675 shares; 2025Q4: 5,165 shares 5,165 $875K 0.14% +490 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: 10,729 shares; 2024Q4: 32,187 shares; 2025Q1: 32,187 shares; 2025Q2: 32,187 shares; 2025Q3: 32,187 shares; 2025Q4: 32,187 shares 32,187 $866K 0.14% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,004 shares; 2025Q3: 12,249 shares; 2025Q4: 12,943 shares 12,943 $864K 0.14% +694 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: 2,518 shares; 2024Q4: 2,537 shares; 2025Q1: 2,579 shares; 2025Q2: 2,642 shares; 2025Q3: 2,640 shares; 2025Q4: 2,746 shares 2,746 $862K 0.14% +106 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,748 shares; 2025Q3: 19,331 shares; 2025Q4: 24,214 shares 24,214 $839K 0.13% +4,883 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: 17,979 shares; 2024Q4: 17,117 shares; 2025Q1: 9,599 shares; 2025Q2: 10,173 shares; 2025Q3: 8,923 shares; 2025Q4: 8,876 shares 8,876 $836K 0.13% -47 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: 4,355 shares; 2024Q4: 4,429 shares; 2025Q1: 5,149 shares; 2025Q2: 5,890 shares; 2025Q3: 5,808 shares; 2025Q4: 5,798 shares 5,798 $832K 0.13% -10 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 8,062 shares; 2025Q1: 6,656 shares; 2025Q2: 8,145 shares; 2025Q3: 14,626 shares; 2025Q4: 16,409 shares 16,409 $830K 0.13% +1,783 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,804 shares; 2025Q3: 20,831 shares; 2025Q4: 22,571 shares 22,571 $804K 0.13% +1,740 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: 23,375 shares; 2024Q4: 21,927 shares; 2025Q1: 20,260 shares; 2025Q2: 20,260 shares; 2025Q3: 20,131 shares; 2025Q4: 19,939 shares 19,939 $789K 0.12% -192 Timeline XSOE 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: 12,855 shares; 2024Q4: 14,242 shares; 2025Q1: 15,524 shares; 2025Q2: 15,354 shares; 2025Q3: 16,612 shares; 2025Q4: 19,941 shares 19,941 $778K 0.12% +3,329 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: 8,568 shares; 2024Q4: 8,533 shares; 2025Q1: 8,447 shares; 2025Q2: 8,348 shares; 2025Q3: 8,167 shares; 2025Q4: 8,040 shares 8,040 $772K 0.12% -127 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,196 shares; 2025Q3: 16,456 shares; 2025Q4: 17,668 shares 17,668 $771K 0.12% +1,212 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: 4,532 shares; 2024Q4: 4,876 shares; 2025Q1: 5,213 shares; 2025Q2: 5,675 shares; 2025Q3: 5,854 shares; 2025Q4: 6,114 shares 6,114 $736K 0.12% +260 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: 2,798 shares; 2024Q4: 2,825 shares; 2025Q1: 2,836 shares; 2025Q2: 3,162 shares; 2025Q3: 3,223 shares; 2025Q4: 3,162 shares 3,162 $730K 0.11% -61 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,628 shares; 2024Q4: 4,628 shares; 2025Q1: 4,628 shares; 2025Q2: 4,628 shares; 2025Q3: 4,628 shares; 2025Q4: 4,628 shares 4,628 $718K 0.11% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,706 shares; 2025Q1: 1,873 shares; 2025Q2: 1,715 shares; 2025Q3: 1,627 shares; 2025Q4: 1,613 shares 1,613 $717K 0.11% -14 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: 7,699 shares; 2024Q4: 7,640 shares; 2025Q1: 9,248 shares; 2025Q2: 9,229 shares; 2025Q3: 9,254 shares; 2025Q4: 10,311 shares 10,311 $717K 0.11% +1,057 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: 1,812 shares; 2024Q4: 1,904 shares; 2025Q1: 1,958 shares; 2025Q2: 2,170 shares; 2025Q3: 2,234 shares; 2025Q4: 2,336 shares 2,336 $692K 0.11% +102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,326 shares; 2024Q4: 10,914 shares; 2025Q1: 11,137 shares; 2025Q2: 12,650 shares; 2025Q3: 13,621 shares; 2025Q4: 13,393 shares 13,393 $685K 0.11% -228 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: 1,005 shares; 2024Q4: 1,062 shares; 2025Q1: 1,368 shares; 2025Q2: 1,390 shares; 2025Q3: 1,402 shares; 2025Q4: 1,462 shares 1,462 $657K 0.1% +60 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: 4,122 shares; 2025Q1: 5,463 shares; 2025Q2: 5,705 shares; 2025Q3: 6,175 shares; 2025Q4: 6,906 shares 6,906 $655K 0.1% +731 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: 5,535 shares; 2024Q4: 7,206 shares; 2025Q1: 6,335 shares; 2025Q2: 7,023 shares; 2025Q3: 6,799 shares; 2025Q4: 7,712 shares 7,712 $653K 0.1% +913 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: 643 shares; 2024Q4: 665 shares; 2025Q1: 687 shares; 2025Q2: 752 shares; 2025Q3: 886 shares; 2025Q4: 949 shares 949 $627K 0.1% +63 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,866 shares; 2025Q4: 24,976 shares 24,976 $575K 0.09% +5,110 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,654 shares; 2025Q4: 6,892 shares 6,892 $567K 0.09% +1,238 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,642 shares; 2025Q1: 3,615 shares; 2025Q2: 3,618 shares; 2025Q3: 3,679 shares; 2025Q4: 3,683 shares 3,683 $565K 0.09% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,524 shares; 2025Q3: 11,874 shares; 2025Q4: 12,186 shares 12,186 $551K 0.09% +312 Timeline FUMB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,490 shares; 2024Q4: 12,104 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,259 shares 27,259 $547K 0.09% new 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: 1,484 shares; 2024Q4: 1,492 shares; 2025Q1: 1,751 shares; 2025Q2: 2,008 shares; 2025Q3: 2,216 shares; 2025Q4: 2,549 shares 2,549 $528K 0.08% +333 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: 6,045 shares; 2024Q4: 7,337 shares; 2025Q1: 7,375 shares; 2025Q2: 4,768 shares; 2025Q3: 4,834 shares; 2025Q4: 5,347 shares 5,347 $527K 0.08% +513 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: 2,817 shares; 2024Q4: 2,817 shares; 2025Q1: 2,636 shares; 2025Q2: 2,636 shares; 2025Q3: 5,818 shares; 2025Q4: 5,937 shares 5,937 $497K 0.08% +119 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: 967 shares; 2024Q4: 1,066 shares; 2025Q1: 1,105 shares; 2025Q2: 1,257 shares; 2025Q3: 1,376 shares; 2025Q4: 1,438 shares 1,438 $495K 0.08% +62 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: 4,923 shares; 2024Q4: 5,010 shares; 2025Q1: 5,043 shares; 2025Q2: 5,131 shares; 2025Q3: 5,225 shares; 2025Q4: 1,617 shares 1,617 $494K 0.08% -3,608 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,445 shares; 2025Q3: 19,949 shares; 2025Q4: 21,804 shares 21,804 $494K 0.08% +1,855 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: 5,532 shares; 2024Q4: 5,780 shares; 2025Q1: 6,124 shares; 2025Q2: 6,599 shares; 2025Q3: 6,836 shares; 2025Q4: 7,041 shares 7,041 $492K 0.08% +205 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: 1,066 shares; 2024Q4: 1,115 shares; 2025Q1: 1,242 shares; 2025Q2: 1,532 shares; 2025Q3: 1,524 shares; 2025Q4: 1,485 shares 1,485 $486K 0.08% -39 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: 485 shares; 2024Q4: 537 shares; 2025Q1: 641 shares; 2025Q2: 953 shares; 2025Q3: 867 shares; 2025Q4: 836 shares 836 $484K 0.08% -31 Timeline IGRO 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: 4,801 shares; 2024Q4: 4,615 shares; 2025Q1: 4,693 shares; 2025Q2: 3,879 shares; 2025Q3: 6,670 shares; 2025Q4: 5,777 shares 5,777 $478K 0.08% -893 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: 660 shares; 2025Q1: 660 shares; 2025Q2: 670 shares; 2025Q3: 671 shares; 2025Q4: 724 shares 724 $473K 0.07% +53 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 2,144 shares; 2025Q1: 2,283 shares; 2025Q2: 2,551 shares; 2025Q3: 2,804 shares; 2025Q4: 2,945 shares 2,945 $472K 0.07% +141 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: not reported; 2025Q1: 6,976 shares; 2025Q2: 6,976 shares; 2025Q3: 6,976 shares; 2025Q4: 7,324 shares 7,324 $472K 0.07% +348 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: 4,655 shares; 2024Q4: 5,504 shares; 2025Q1: 5,409 shares; 2025Q2: 6,120 shares; 2025Q3: 6,327 shares; 2025Q4: 6,033 shares 6,033 $463K 0.07% -294 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,810 shares; 2025Q4: 12,956 shares 12,956 $459K 0.07% +3,146 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: 6,800 shares; 2024Q4: 7,366 shares; 2025Q1: 7,704 shares; 2025Q2: 8,434 shares; 2025Q3: 9,390 shares; 2025Q4: 10,967 shares 10,967 $447K 0.07% +1,577 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,667 shares; 2025Q4: 13,882 shares 13,882 $443K 0.07% +3,215 Timeline SYSB 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: 4,887 shares 4,887 $439K 0.07% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 198 shares; 2025Q1: 259 shares; 2025Q2: 338 shares; 2025Q3: 322 shares; 2025Q4: 310 shares 310 $432K 0.07% -12 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,250 shares; 2025Q1: 1,142 shares; 2025Q2: 1,292 shares; 2025Q3: 1,325 shares; 2025Q4: 1,262 shares 1,262 $426K 0.07% -63 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,732 shares; 2024Q4: 13,735 shares; 2025Q1: 12,900 shares; 2025Q2: 10,990 shares; 2025Q3: 10,719 shares; 2025Q4: 9,054 shares 9,054 $424K 0.07% -1,665 Timeline ZECP ZACKS TRUST More: the full row for ZACKS 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: 12,100 shares 12,100 $421K 0.07% new 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: 10,192 shares; 2024Q4: 10,173 shares; 2025Q1: 4,713 shares; 2025Q2: 4,777 shares; 2025Q3: 5,116 shares; 2025Q4: 5,270 shares 5,270 $420K 0.07% +154 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: 398 shares; 2024Q4: 426 shares; 2025Q1: 443 shares; 2025Q2: 489 shares; 2025Q3: 512 shares; 2025Q4: 484 shares 484 $417K 0.07% -28 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: 851 shares; 2024Q4: 814 shares; 2025Q1: 940 shares; 2025Q2: 629 shares; 2025Q3: 626 shares; 2025Q4: 607 shares 607 $416K 0.07% -19 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,727 shares; 2024Q4: 8,748 shares; 2025Q1: 8,927 shares; 2025Q2: 8,953 shares; 2025Q3: 8,977 shares; 2025Q4: 8,998 shares 8,998 $401K 0.06% +21 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: 9,183 shares; 2025Q1: 8,228 shares; 2025Q2: 7,578 shares; 2025Q3: 7,496 shares; 2025Q4: 7,315 shares 7,315 $400K 0.06% -181 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: 486 shares; 2024Q4: 506 shares; 2025Q1: 569 shares; 2025Q2: 637 shares; 2025Q3: 616 shares; 2025Q4: 602 shares 602 $399K 0.06% -14 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,515 shares; 2025Q1: 2,464 shares; 2025Q2: 2,463 shares; 2025Q3: 2,413 shares; 2025Q4: 2,411 shares 2,411 $393K 0.06% -2 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 692 shares; 2025Q2: 784 shares; 2025Q3: 722 shares; 2025Q4: 699 shares 699 $386K 0.06% -23 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 499 shares; 2025Q1: 557 shares; 2025Q2: 690 shares; 2025Q3: 697 shares; 2025Q4: 673 shares 673 $386K 0.06% -24 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: 1,071 shares; 2024Q4: 1,162 shares; 2025Q1: 1,203 shares; 2025Q2: 1,440 shares; 2025Q3: 1,507 shares; 2025Q4: 1,497 shares 1,497 $385K 0.06% -10 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: 1,887 shares; 2024Q4: 2,015 shares; 2025Q1: 2,005 shares; 2025Q2: 2,365 shares; 2025Q3: 2,331 shares; 2025Q4: 2,366 shares 2,366 $383K 0.06% +35 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,055 shares; 2025Q3: 2,211 shares; 2025Q4: 2,092 shares 2,092 $382K 0.06% -119 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,454 shares; 2025Q4: 8,939 shares 8,939 $382K 0.06% +4,485 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: 3,213 shares; 2024Q4: 3,372 shares; 2025Q1: 5,003 shares; 2025Q2: 6,215 shares; 2025Q3: 8,005 shares; 2025Q4: 7,489 shares 7,489 $381K 0.06% -516 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,207 shares; 2024Q4: 5,533 shares; 2025Q1: 5,711 shares; 2025Q2: 6,419 shares; 2025Q3: 6,559 shares; 2025Q4: 6,329 shares 6,329 $380K 0.06% -230 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: 7,282 shares; 2024Q4: 7,979 shares; 2025Q1: 9,851 shares; 2025Q2: 12,488 shares; 2025Q3: 13,507 shares; 2025Q4: 12,520 shares 12,520 $374K 0.06% -987 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,339 shares; 2025Q4: 13,730 shares 13,730 $364K 0.06% +1,391 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: 2,202 shares; 2024Q4: 2,448 shares; 2025Q1: 2,515 shares; 2025Q2: 2,823 shares; 2025Q3: 3,218 shares; 2025Q4: 3,424 shares 3,424 $360K 0.06% +206 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,566 shares; 2025Q4: 2,560 shares 2,560 $358K 0.06% -6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,456 shares; 2025Q1: 1,333 shares; 2025Q2: 1,642 shares; 2025Q3: 1,967 shares; 2025Q4: 1,889 shares 1,889 $351K 0.06% -78 Timeline QLTA 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: 5,474 shares; 2025Q2: 6,653 shares; 2025Q3: 12,002 shares; 2025Q4: 7,221 shares 7,221 $347K 0.05% -4,781 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,471 shares; 2025Q3: 11,462 shares; 2025Q4: 12,566 shares 12,566 $347K 0.05% +1,104 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 93 shares; 2025Q1: 92 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 102 shares 102 $346K 0.05% -3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,857 shares; 2025Q4: 13,471 shares 13,471 $342K 0.05% +1,614 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,213 shares 4,213 $338K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 5,124 shares; 2025Q1: 5,943 shares; 2025Q2: 7,426 shares; 2025Q3: 6,722 shares; 2025Q4: 6,715 shares 6,715 $336K 0.05% -7 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: 3,451 shares; 2024Q4: 3,467 shares; 2025Q1: 3,466 shares; 2025Q2: 3,533 shares; 2025Q3: 3,539 shares; 2025Q4: 2,931 shares 2,931 $333K 0.05% -608 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: 39,102 shares; 2024Q4: 49,608 shares; 2025Q1: 28,565 shares; 2025Q2: 27,502 shares; 2025Q3: 2,908 shares; 2025Q4: 2,886 shares 2,886 $329K 0.05% -22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,935 shares; 2025Q4: 3,420 shares 3,420 $326K 0.05% -515 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,312 shares; 2025Q3: 3,763 shares; 2025Q4: 4,159 shares 4,159 $320K 0.05% +396 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: 2,835 shares; 2024Q4: 3,399 shares; 2025Q1: 3,718 shares; 2025Q2: 4,841 shares; 2025Q3: 5,036 shares; 2025Q4: 4,660 shares 4,660 $317K 0.05% -376 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: not reported; 2025Q1: not reported; 2025Q2: 2,948 shares; 2025Q3: 4,375 shares; 2025Q4: 4,189 shares 4,189 $316K 0.05% -186 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,261 shares; 2024Q4: 2,362 shares; 2025Q1: 2,342 shares; 2025Q2: 2,766 shares; 2025Q3: 2,939 shares; 2025Q4: 2,789 shares 2,789 $313K 0.05% -150 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: 649 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 649 shares 649 $307K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,983 shares; 2025Q4: 9,680 shares 9,680 $307K 0.05% +697 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,176 shares; 2025Q4: 1,299 shares 1,299 $297K 0.05% +123 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,829 shares 5,829 $295K 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,734 shares; 2025Q1: 2,879 shares; 2025Q2: 3,733 shares; 2025Q3: 3,993 shares; 2025Q4: 3,448 shares 3,448 $289K 0.05% -545 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,168 shares; 2025Q2: 3,249 shares; 2025Q3: 3,021 shares; 2025Q4: 2,986 shares 2,986 $282K 0.04% -35 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS 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: 8,419 shares; 2025Q4: 10,573 shares 10,573 $281K 0.04% +2,154 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: 2,313 shares; 2024Q4: 2,312 shares; 2025Q1: 2,316 shares; 2025Q2: 2,319 shares; 2025Q3: 2,299 shares; 2025Q4: 798 shares 798 $280K 0.04% -1,501 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,739 shares; 2024Q4: 5,910 shares; 2025Q1: 6,432 shares; 2025Q2: 7,214 shares; 2025Q3: 3,526 shares; 2025Q4: 3,530 shares 3,530 $279K 0.04% +4 Timeline CPSO CALAMOS ETF TR More: the full row for CALAMOS 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: 10,132 shares 10,132 $274K 0.04% new Timeline SHYD 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: 11,907 shares 11,907 $273K 0.04% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,727 shares; 2024Q4: 13,479 shares; 2025Q1: 13,645 shares; 2025Q2: 13,587 shares; 2025Q3: 14,117 shares; 2025Q4: 11,609 shares 11,609 $267K 0.04% -2,508 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,870 shares; 2024Q4: 6,059 shares; 2025Q1: 6,426 shares; 2025Q2: 10,496 shares; 2025Q3: 4,414 shares; 2025Q4: 4,071 shares 4,071 $267K 0.04% -343 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,574 shares; 2025Q4: 3,023 shares 3,023 $265K 0.04% -551 Timeline CPRT COPART INC More: the full row for COPART 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: 7,754 shares; 2025Q4: 6,714 shares 6,714 $263K 0.04% -1,040 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: 35,910 shares; 2024Q4: 37,089 shares; 2025Q1: 7,151 shares; 2025Q2: 7,131 shares; 2025Q3: 5,437 shares; 2025Q4: 5,484 shares 5,484 $257K 0.04% +47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 290 shares 290 $255K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,279 shares; 2025Q2: 4,719 shares; 2025Q3: 4,964 shares; 2025Q4: 5,222 shares 5,222 $250K 0.04% +258 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: 8,126 shares; 2024Q4: 7,990 shares; 2025Q1: 7,990 shares; 2025Q2: 4,525 shares; 2025Q3: 3,561 shares; 2025Q4: 3,561 shares 3,561 $247K 0.04% 0 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: 8,344 shares; 2025Q2: 8,516 shares; 2025Q3: 8,841 shares; 2025Q4: 9,204 shares 9,204 $243K 0.04% +363 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,002 shares; 2025Q4: 2,103 shares 2,103 $242K 0.04% +101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 607 shares; 2025Q4: 690 shares 690 $242K 0.04% +83 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,472 shares; 2024Q4: 11,472 shares; 2025Q1: 11,472 shares; 2025Q2: 11,472 shares; 2025Q3: 11,472 shares; 2025Q4: 4,222 shares 4,222 $241K 0.04% -7,250 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: 2,459 shares; 2024Q4: 2,030 shares; 2025Q1: 2,034 shares; 2025Q2: 2,054 shares; 2025Q3: 1,576 shares; 2025Q4: 1,663 shares 1,663 $239K 0.04% +87 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 4,054 shares; 2025Q1: 8,336 shares; 2025Q2: 8,527 shares; 2025Q3: 4,504 shares; 2025Q4: 2,337 shares 2,337 $235K 0.04% -2,167 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: 586 shares 586 $232K 0.04% +4 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 2,052 shares; 2025Q1: 1,858 shares; 2025Q2: 1,762 shares; 2025Q3: 1,762 shares; 2025Q4: 1,556 shares 1,556 $232K 0.04% -206 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,247 shares; 2025Q1: 7,905 shares; 2025Q2: 7,777 shares; 2025Q3: 8,313 shares; 2025Q4: 9,255 shares 9,255 $230K 0.04% +942 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS 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: 8,379 shares 8,379 $226K 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,649 shares; 2025Q1: 1,542 shares; 2025Q2: not reported; 2025Q3: 1,718 shares; 2025Q4: 1,775 shares 1,775 $224K 0.04% +57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,395 shares 2,395 $223K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 184 shares; 2025Q4: 208 shares 208 $223K 0.03% +24 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,932 shares; 2025Q2: 14,932 shares; 2025Q3: 14,932 shares; 2025Q4: 6,491 shares 6,491 $213K 0.03% -8,441 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,770 shares 3,770 $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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares 1,440 $203K 0.03% 0 Timeline