BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares 34 $25.6M 5.75% 0 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: 82,710 shares; 2024Q4: 82,710 shares; 2025Q1: 82,710 shares; 2025Q2: 82,710 shares; 2025Q3: 82,710 shares 82,710 $23.3M 5.22% 0 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: 314,823 shares; 2024Q4: 314,823 shares; 2025Q1: 314,823 shares; 2025Q2: 314,823 shares; 2025Q3: 314,823 shares 314,823 $23.1M 5.19% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,666 shares; 2024Q4: 165,666 shares; 2025Q1: 165,666 shares; 2025Q2: 165,666 shares; 2025Q3: 165,666 shares 165,666 $17.1M 3.83% 0 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: 30,780 shares; 2024Q4: 30,780 shares; 2025Q1: 30,780 shares; 2025Q2: 30,780 shares; 2025Q3: 30,780 shares 30,780 $14.7M 3.29% 0 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: 43,850 shares; 2024Q4: 43,850 shares; 2025Q1: 43,850 shares; 2025Q2: 43,850 shares; 2025Q3: 43,850 shares 43,850 $14.4M 3.23% 0 Timeline USIG 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: 284,810 shares; 2024Q4: 284,810 shares; 2025Q1: 284,810 shares; 2025Q2: 287,810 shares; 2025Q3: 270,860 shares 270,860 $14.1M 3.17% -16,950 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,575 shares; 2024Q4: 160,575 shares; 2025Q1: 160,575 shares; 2025Q2: 160,575 shares; 2025Q3: 160,575 shares 160,575 $14M 3.14% 0 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: 40,610 shares; 2024Q4: 40,610 shares; 2025Q1: 40,610 shares; 2025Q2: 40,610 shares; 2025Q3: 40,610 shares 40,610 $13.9M 3.11% 0 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: 57,585 shares; 2024Q4: 57,585 shares; 2025Q1: 57,585 shares; 2025Q2: 57,585 shares; 2025Q3: 57,585 shares 57,585 $13.3M 2.99% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,885 shares; 2024Q4: 39,885 shares; 2025Q1: 39,885 shares; 2025Q2: 39,885 shares; 2025Q3: 39,885 shares 39,885 $13.2M 2.97% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,440 shares; 2024Q4: 26,440 shares; 2025Q1: 26,440 shares; 2025Q2: 26,440 shares; 2025Q3: 26,440 shares 26,440 $12.6M 2.82% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,920 shares; 2024Q4: 45,920 shares; 2025Q1: 45,920 shares; 2025Q2: 45,920 shares; 2025Q3: 45,920 shares 45,920 $12.4M 2.78% 0 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: 38,491 shares; 2024Q4: 38,491 shares; 2025Q1: 38,491 shares; 2025Q2: 38,491 shares; 2025Q3: 38,491 shares 38,491 $10.9M 2.44% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,600 shares; 2024Q4: 27,600 shares; 2025Q1: 27,600 shares; 2025Q2: 27,600 shares; 2025Q3: 27,600 shares 27,600 $10.8M 2.42% 0 Timeline LQD 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: 95,196 shares; 2024Q4: 95,196 shares; 2025Q1: 95,196 shares; 2025Q2: 95,196 shares; 2025Q3: 95,196 shares 95,196 $10.6M 2.38% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,120 shares; 2024Q4: 41,120 shares; 2025Q1: 41,120 shares; 2025Q2: 41,120 shares; 2025Q3: 41,120 shares 41,120 $10.3M 2.32% 0 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: 109,870 shares; 2024Q4: 109,870 shares; 2025Q1: 109,870 shares; 2025Q2: 106,470 shares; 2025Q3: 108,100 shares 108,100 $10.3M 2.31% +1,630 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,700 shares; 2024Q4: 39,700 shares; 2025Q1: 39,700 shares; 2025Q2: 39,700 shares; 2025Q3: 39,700 shares 39,700 $9.98M 2.24% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,840 shares; 2024Q4: 35,840 shares; 2025Q1: 35,840 shares; 2025Q2: 35,840 shares; 2025Q3: 35,840 shares 35,840 $9.35M 2.1% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,315 shares; 2024Q4: 20,315 shares; 2025Q1: 20,315 shares; 2025Q2: 20,315 shares; 2025Q3: 20,315 shares 20,315 $9.29M 2.08% 0 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: 59,695 shares; 2024Q4: 59,695 shares; 2025Q1: 59,695 shares; 2025Q2: 59,695 shares; 2025Q3: 59,695 shares 59,695 $9.17M 2.06% 0 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: 29,000 shares; 2024Q4: 29,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 29,000 shares 29,000 $9.15M 2.05% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,085 shares; 2024Q4: 51,085 shares; 2025Q1: 51,085 shares; 2025Q2: 51,085 shares; 2025Q3: 51,085 shares 51,085 $8.5M 1.91% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,523 shares; 2024Q4: 35,523 shares; 2025Q1: 35,523 shares; 2025Q2: 35,523 shares; 2025Q3: 35,523 shares 35,523 $8.4M 1.88% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,750 shares; 2024Q4: 113,750 shares; 2025Q1: 113,750 shares; 2025Q2: 113,750 shares; 2025Q3: 113,750 shares 113,750 $8.14M 1.82% 0 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: 12,460 shares; 2024Q4: 12,460 shares; 2025Q1: 12,460 shares; 2025Q2: 12,180 shares; 2025Q3: 11,070 shares 11,070 $7.41M 1.66% -1,110 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: 65,160 shares; 2024Q4: 65,160 shares; 2025Q1: 65,160 shares; 2025Q2: 65,160 shares; 2025Q3: 65,160 shares 65,160 $7.35M 1.65% 0 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: 51,020 shares; 2024Q4: 51,020 shares; 2025Q1: 51,020 shares; 2025Q2: 51,020 shares; 2025Q3: 51,020 shares 51,020 $7.17M 1.61% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,520 shares; 2024Q4: 82,520 shares; 2025Q1: 82,520 shares; 2025Q2: 82,520 shares; 2025Q3: 82,520 shares 82,520 $6.23M 1.4% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares 1,100 $5.94M 1.33% 0 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: 57,660 shares; 2024Q4: 57,660 shares; 2025Q1: 57,660 shares; 2025Q2: 57,660 shares; 2025Q3: 57,660 shares 57,660 $5.78M 1.3% 0 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: 76,583 shares; 2024Q4: 76,583 shares; 2025Q1: 76,583 shares; 2025Q2: 76,583 shares; 2025Q3: 76,583 shares 76,583 $5.7M 1.28% 0 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,589 shares; 2024Q4: 198,589 shares; 2025Q1: 198,589 shares; 2025Q2: 198,589 shares; 2025Q3: 198,589 shares 198,589 $5.42M 1.22% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,680 shares; 2024Q4: 94,680 shares; 2025Q1: 94,680 shares; 2025Q2: 94,680 shares; 2025Q3: 94,680 shares 94,680 $5.28M 1.18% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,200 shares; 2024Q4: 97,200 shares; 2025Q1: 97,200 shares; 2025Q2: 97,200 shares; 2025Q3: 97,200 shares 97,200 $5.26M 1.18% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,114 shares; 2024Q4: 77,114 shares; 2025Q1: 77,114 shares; 2025Q2: 77,114 shares; 2025Q3: 77,114 shares 77,114 $5.08M 1.14% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,590 shares; 2024Q4: 47,590 shares; 2025Q1: 47,590 shares; 2025Q2: 47,590 shares; 2025Q3: 47,590 shares 47,590 $4.27M 0.96% 0 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: 49,690 shares; 2024Q4: 49,690 shares; 2025Q1: 49,690 shares; 2025Q2: 52,870 shares; 2025Q3: 48,540 shares 48,540 $4.01M 0.9% -4,330 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,131 shares; 2024Q4: 56,131 shares; 2025Q1: 56,131 shares; 2025Q2: 56,131 shares; 2025Q3: 56,131 shares 56,131 $3.85M 0.86% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,820 shares; 2024Q4: 145,820 shares; 2025Q1: 145,820 shares; 2025Q2: 145,820 shares; 2025Q3: 145,820 shares 145,820 $3.72M 0.83% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,110 shares; 2024Q4: 32,110 shares; 2025Q1: 32,110 shares; 2025Q2: 32,110 shares; 2025Q3: 32,110 shares 32,110 $3.56M 0.8% 0 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: 105,250 shares; 2024Q4: 105,250 shares; 2025Q1: 105,250 shares; 2025Q2: 111,150 shares; 2025Q3: 124,560 shares 124,560 $2.88M 0.65% +13,410 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,200 shares; 2024Q4: 31,200 shares; 2025Q1: 31,200 shares; 2025Q2: 31,200 shares; 2025Q3: 31,200 shares 31,200 $2.85M 0.64% 0 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: 38,000 shares; 2024Q4: 38,000 shares; 2025Q1: 38,000 shares; 2025Q2: 38,000 shares; 2025Q3: 38,000 shares 38,000 $2.69M 0.6% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,800 shares; 2024Q4: 53,800 shares; 2025Q1: 53,800 shares; 2025Q2: 53,800 shares; 2025Q3: 53,800 shares 53,800 $2.43M 0.54% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $2.29M 0.51% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,700 shares; 2024Q4: 23,700 shares; 2025Q1: 23,700 shares; 2025Q2: 23,700 shares; 2025Q3: 23,700 shares 23,700 $1.8M 0.4% 0 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: 3,474 shares; 2024Q4: 3,474 shares; 2025Q1: 3,474 shares; 2025Q2: 3,474 shares; 2025Q3: 3,474 shares 3,474 $1.75M 0.39% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,300 shares; 2024Q4: 10,300 shares; 2025Q1: 10,300 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares 10,300 $1.39M 0.31% 0 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: 11,762 shares; 2024Q4: 11,762 shares; 2025Q1: 11,762 shares; 2025Q2: 11,762 shares; 2025Q3: 11,762 shares 11,762 $940K 0.21% 0 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: 10,917 shares; 2024Q4: 10,917 shares; 2025Q1: 10,917 shares; 2025Q2: 10,917 shares; 2025Q3: 10,917 shares 10,917 $918K 0.21% 0 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: 10,900 shares; 2024Q4: 10,900 shares; 2025Q1: 10,900 shares; 2025Q2: 10,900 shares; 2025Q3: 10,900 shares 10,900 $851K 0.19% 0 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: 32,900 shares; 2024Q4: 32,900 shares; 2025Q1: 32,900 shares; 2025Q2: 32,900 shares; 2025Q3: 32,900 shares 32,900 $851K 0.19% 0 Timeline BBAG 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: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares 10,400 $485K 0.11% 0 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $485K 0.11% 0 Timeline TLH 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: 2,930 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares; 2025Q2: 2,950 shares; 2025Q3: 3,440 shares 3,440 $354K 0.08% +490 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,050 shares; 2025Q3: 3,660 shares 3,660 $353K 0.08% -390 Timeline