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: 3,130,907 shares; 2024Q4: 4,819,689 shares; 2025Q1: 3,315,673 shares; 2025Q2: 3,537,788 shares; 2025Q3: 3,960,421 shares; 2025Q4: 4,064,248 shares 4,064,248 $161M 6.45% +103,827 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: 688,624 shares; 2024Q4: 988,839 shares; 2025Q1: 986,886 shares; 2025Q2: 963,792 shares; 2025Q3: 996,277 shares; 2025Q4: 1,024,654 shares 1,024,654 $152M 6.11% +28,377 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969,650 shares; 2024Q4: 1,959,640 shares; 2025Q1: 2,651,970 shares; 2025Q2: 3,288,789 shares; 2025Q3: 3,206,014 shares; 2025Q4: 3,259,817 shares 3,259,817 $85M 3.41% +53,803 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958,405 shares; 2024Q4: 1,410,831 shares; 2025Q1: 1,894,985 shares; 2025Q2: 1,978,098 shares; 2025Q3: 2,012,071 shares; 2025Q4: 2,075,118 shares 2,075,118 $84.7M 3.4% +63,047 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693,236 shares; 2024Q4: 837,901 shares; 2025Q1: 885,126 shares; 2025Q2: 874,834 shares; 2025Q3: 902,464 shares; 2025Q4: 926,245 shares 926,245 $82.8M 3.32% +23,781 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840,662 shares; 2024Q4: 1,224,872 shares; 2025Q1: 1,346,097 shares; 2025Q2: 1,474,842 shares; 2025Q3: 1,838,451 shares; 2025Q4: 1,917,407 shares 1,917,407 $81.6M 3.27% +78,956 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 948,646 shares; 2025Q2: 1,006,058 shares; 2025Q3: 1,029,665 shares; 2025Q4: 1,054,581 shares 1,054,581 $64.1M 2.57% +24,916 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: 1,320,272 shares; 2024Q4: 1,791,242 shares; 2025Q1: 1,911,365 shares; 2025Q2: 1,962,947 shares; 2025Q3: 2,048,160 shares; 2025Q4: 2,154,828 shares 2,154,828 $55.5M 2.22% +106,668 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: 34,220 shares; 2024Q4: 56,136 shares; 2025Q1: 54,653 shares; 2025Q2: 59,574 shares; 2025Q3: 73,841 shares; 2025Q4: 76,646 shares 76,646 $52.5M 2.1% +2,805 Timeline IGEB 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: 586,856 shares; 2024Q4: 835,460 shares; 2025Q1: 886,851 shares; 2025Q2: 915,748 shares; 2025Q3: 1,085,864 shares; 2025Q4: 1,141,537 shares 1,141,537 $52.1M 2.09% +55,673 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427,667 shares; 2024Q4: 1,282,098 shares; 2025Q1: 1,221,889 shares; 2025Q2: 1,230,100 shares; 2025Q3: 1,255,326 shares; 2025Q4: 1,291,412 shares 1,291,412 $49.6M 1.99% +36,086 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,899 shares; 2024Q4: 663,824 shares; 2025Q1: 687,632 shares; 2025Q2: 721,527 shares; 2025Q3: 885,065 shares; 2025Q4: 945,951 shares 945,951 $47.3M 1.9% +60,886 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,280 shares; 2025Q1: 49,636 shares; 2025Q2: 351,460 shares; 2025Q3: 586,441 shares; 2025Q4: 616,797 shares 616,797 $45.4M 1.82% +30,356 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: 72,677 shares; 2024Q4: 73,543 shares; 2025Q1: 87,077 shares; 2025Q2: 90,978 shares; 2025Q3: 92,710 shares; 2025Q4: 93,527 shares 93,527 $45.2M 1.81% +817 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,385,347 shares; 2025Q2: 1,707,045 shares; 2025Q3: 1,654,469 shares; 2025Q4: 1,686,185 shares 1,686,185 $45M 1.8% +31,716 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: 133,350 shares; 2024Q4: 138,490 shares; 2025Q1: 180,108 shares; 2025Q2: 208,835 shares; 2025Q3: 224,432 shares; 2025Q4: 229,711 shares 229,711 $42.8M 1.72% +5,279 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: 69,557 shares; 2024Q4: 81,523 shares; 2025Q1: 79,944 shares; 2025Q2: 85,637 shares; 2025Q3: 83,475 shares; 2025Q4: 82,474 shares 82,474 $40.2M 1.61% -1,001 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: 162,997 shares; 2024Q4: 125,061 shares; 2025Q1: 144,250 shares; 2025Q2: 129,238 shares; 2025Q3: 131,083 shares; 2025Q4: 123,609 shares 123,609 $38.7M 1.55% -7,474 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,881 shares; 2024Q4: 281,995 shares; 2025Q1: 297,090 shares; 2025Q2: 304,833 shares; 2025Q3: 314,537 shares; 2025Q4: 328,888 shares 328,888 $36.2M 1.45% +14,351 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: 100,320 shares; 2024Q4: 103,769 shares; 2025Q1: 115,275 shares; 2025Q2: 119,480 shares; 2025Q3: 122,566 shares; 2025Q4: 124,357 shares 124,357 $33.8M 1.35% +1,791 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: 59,221 shares; 2024Q4: 85,308 shares; 2025Q1: 109,931 shares; 2025Q2: 111,349 shares; 2025Q3: 109,871 shares; 2025Q4: 96,892 shares 96,892 $33.5M 1.34% -12,979 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,174 shares; 2024Q4: 549,467 shares; 2025Q1: 583,681 shares; 2025Q2: 630,755 shares; 2025Q3: 657,352 shares; 2025Q4: 694,676 shares 694,676 $30.9M 1.24% +37,324 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,316 shares; 2024Q4: 175,301 shares; 2025Q1: 130,852 shares; 2025Q2: 122,355 shares; 2025Q3: 150,397 shares; 2025Q4: 149,818 shares 149,818 $28.7M 1.15% -579 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,508 shares; 2024Q4: 504,616 shares; 2025Q1: 528,523 shares; 2025Q2: 529,903 shares; 2025Q3: 546,577 shares; 2025Q4: 579,285 shares 579,285 $28.7M 1.15% +32,708 Timeline FLRN 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: 588,459 shares; 2024Q4: 819,769 shares; 2025Q1: 840,185 shares; 2025Q2: 866,921 shares; 2025Q3: 874,794 shares; 2025Q4: 920,342 shares 920,342 $28.3M 1.13% +45,548 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: 419,807 shares; 2024Q4: 359,751 shares; 2025Q1: 348,609 shares; 2025Q2: 359,836 shares; 2025Q3: 365,086 shares; 2025Q4: 378,472 shares 378,472 $27.8M 1.12% +13,386 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: 87,959 shares; 2024Q4: 86,517 shares; 2025Q1: 100,933 shares; 2025Q2: 102,333 shares; 2025Q3: 104,510 shares; 2025Q4: 116,200 shares 116,200 $26.8M 1.07% +11,690 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,146 shares; 2024Q4: 262,527 shares; 2025Q1: 258,579 shares; 2025Q2: 270,620 shares; 2025Q3: 271,921 shares; 2025Q4: 276,251 shares 276,251 $26M 1.04% +4,330 Timeline DDWM 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: 655,597 shares; 2024Q4: 586,965 shares; 2025Q1: 545,437 shares; 2025Q2: 567,297 shares; 2025Q3: 576,504 shares; 2025Q4: 593,277 shares 593,277 $25.8M 1.04% +16,773 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,724 shares; 2024Q4: 122,249 shares; 2025Q1: 120,773 shares; 2025Q2: 116,297 shares; 2025Q3: 116,293 shares; 2025Q4: 115,570 shares 115,570 $24.3M 0.97% -723 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: 649,808 shares; 2024Q4: 600,157 shares; 2025Q1: 627,949 shares; 2025Q2: 633,796 shares; 2025Q3: 706,484 shares; 2025Q4: 723,039 shares 723,039 $23.9M 0.96% +16,555 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,940 shares; 2024Q4: 31,399 shares; 2025Q1: 41,620 shares; 2025Q2: 46,000 shares; 2025Q3: 54,050 shares; 2025Q4: 50,732 shares 50,732 $20.9M 0.84% -3,318 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,115 shares; 2024Q4: 339,826 shares; 2025Q1: 444,967 shares; 2025Q2: 524,030 shares; 2025Q3: 633,320 shares; 2025Q4: 361,062 shares 361,062 $20.7M 0.83% -272,258 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,885 shares; 2024Q4: 308,036 shares; 2025Q1: 326,994 shares; 2025Q2: 349,242 shares; 2025Q3: 423,631 shares; 2025Q4: 445,779 shares 445,779 $18.5M 0.74% +22,148 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: 48,048 shares; 2024Q4: 45,848 shares; 2025Q1: 52,872 shares; 2025Q2: 53,513 shares; 2025Q3: 53,231 shares; 2025Q4: 54,346 shares 54,346 $17.5M 0.7% +1,115 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: 19,401 shares; 2024Q4: 21,271 shares; 2025Q1: 24,927 shares; 2025Q2: 25,677 shares; 2025Q3: 26,144 shares; 2025Q4: 26,288 shares 26,288 $17.4M 0.7% +144 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,577 shares; 2024Q4: 99,396 shares; 2025Q1: 136,059 shares; 2025Q2: 144,047 shares; 2025Q3: 144,591 shares; 2025Q4: 143,214 shares 143,214 $16.7M 0.67% -1,377 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240,012 shares; 2025Q3: 300,073 shares; 2025Q4: 293,476 shares 293,476 $16.6M 0.67% -6,597 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,957 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 735,206 shares; 2025Q4: 756,610 shares 756,610 $16.5M 0.66% +21,404 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: 32,224 shares; 2024Q4: 34,583 shares; 2025Q1: 40,460 shares; 2025Q2: 40,465 shares; 2025Q3: 41,893 shares; 2025Q4: 32,819 shares 32,819 $16.5M 0.66% -9,074 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: 6,910 shares; 2024Q4: 7,014 shares; 2025Q1: 8,284 shares; 2025Q2: 13,367 shares; 2025Q3: 13,613 shares; 2025Q4: 13,934 shares 13,934 $15M 0.6% +321 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,724 shares; 2024Q4: 32,388 shares; 2025Q1: 38,797 shares; 2025Q2: 39,475 shares; 2025Q3: 39,958 shares; 2025Q4: 40,460 shares 40,460 $15M 0.6% +502 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: 7,948 shares; 2024Q4: 10,208 shares; 2025Q1: 20,242 shares; 2025Q2: 44,498 shares; 2025Q3: 41,812 shares; 2025Q4: 43,406 shares 43,406 $14.6M 0.58% +1,594 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: 80,481 shares; 2024Q4: 45,265 shares; 2025Q1: 112,002 shares; 2025Q2: 120,239 shares; 2025Q3: 128,329 shares; 2025Q4: 135,281 shares 135,281 $14.2M 0.57% +6,952 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,567 shares; 2024Q4: 15,354 shares; 2025Q1: 15,064 shares; 2025Q2: 14,592 shares; 2025Q3: 14,577 shares; 2025Q4: 147,003 shares 147,003 $13.8M 0.55% +132,426 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: 109,406 shares; 2024Q4: 173,024 shares; 2025Q1: 197,262 shares; 2025Q2: 184,637 shares; 2025Q3: 181,905 shares; 2025Q4: 186,447 shares 186,447 $12.9M 0.52% +4,542 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: 24,799 shares; 2025Q1: not reported; 2025Q2: 77,383 shares; 2025Q3: 257,297 shares; 2025Q4: 267,194 shares 267,194 $12.8M 0.51% +9,897 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,348 shares; 2024Q4: 176,237 shares; 2025Q1: 215,231 shares; 2025Q2: 224,031 shares; 2025Q3: 431,456 shares; 2025Q4: 431,615 shares 431,615 $12.8M 0.51% +159 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,807 shares; 2025Q3: 111,920 shares; 2025Q4: 110,714 shares 110,714 $12.7M 0.51% -1,206 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,218 shares; 2024Q4: 212,963 shares; 2025Q1: 209,512 shares; 2025Q2: 180,879 shares; 2025Q3: 176,470 shares; 2025Q4: 180,097 shares 180,097 $12.6M 0.5% +3,627 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: 106,799 shares; 2024Q4: 99,884 shares; 2025Q1: 106,366 shares; 2025Q2: 107,672 shares; 2025Q3: 109,039 shares; 2025Q4: 110,933 shares 110,933 $12.4M 0.5% +1,894 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,376 shares; 2024Q4: 230,380 shares; 2025Q1: 303,059 shares; 2025Q2: 327,540 shares; 2025Q3: 357,352 shares; 2025Q4: 318,101 shares 318,101 $12.3M 0.49% -39,251 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,807 shares; 2024Q4: 74,182 shares; 2025Q1: 125,037 shares; 2025Q2: 188,794 shares; 2025Q3: 155,848 shares; 2025Q4: 165,573 shares 165,573 $12.2M 0.49% +9,725 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: 123,966 shares; 2025Q3: 330,384 shares; 2025Q4: 341,074 shares 341,074 $11.8M 0.47% +10,690 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,328 shares; 2024Q4: 19,318 shares; 2025Q1: 18,372 shares; 2025Q2: 18,859 shares; 2025Q3: 19,277 shares; 2025Q4: 19,728 shares 19,728 $11.3M 0.45% +451 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,026 shares; 2024Q4: 55,359 shares; 2025Q1: 133,329 shares; 2025Q2: 133,380 shares; 2025Q3: 135,056 shares; 2025Q4: 135,971 shares 135,971 $11.1M 0.45% +915 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,966 shares; 2024Q4: 162,217 shares; 2025Q1: 192,979 shares; 2025Q2: 195,190 shares; 2025Q3: 197,293 shares; 2025Q4: 196,413 shares 196,413 $11.1M 0.44% -880 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,668 shares; 2025Q1: 2,002 shares; 2025Q2: 2,059 shares; 2025Q3: 2,085 shares; 2025Q4: 2,038 shares 2,038 $10.9M 0.44% -47 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,913 shares; 2024Q4: 63,709 shares; 2025Q1: 77,110 shares; 2025Q2: 79,008 shares; 2025Q3: 80,563 shares; 2025Q4: 86,750 shares 86,750 $10.8M 0.43% +6,187 Timeline PWV 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: 122,026 shares; 2025Q3: 155,562 shares; 2025Q4: 152,581 shares 152,581 $10.1M 0.41% -2,981 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,244 shares; 2024Q4: 150,302 shares; 2025Q1: 151,427 shares; 2025Q2: 148,758 shares; 2025Q3: 154,121 shares; 2025Q4: 152,224 shares 152,224 $10M 0.4% -1,897 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,947 shares; 2024Q4: 37,573 shares; 2025Q1: 40,807 shares; 2025Q2: 41,136 shares; 2025Q3: 41,464 shares; 2025Q4: 54,690 shares 54,690 $10M 0.4% +13,226 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: 157,969 shares; 2024Q4: 149,990 shares; 2025Q1: 175,882 shares; 2025Q2: 180,121 shares; 2025Q3: 179,750 shares; 2025Q4: 181,281 shares 181,281 $9.97M 0.4% +1,531 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: 7,111 shares; 2024Q4: 7,232 shares; 2025Q1: 7,935 shares; 2025Q2: 13,112 shares; 2025Q3: 14,065 shares; 2025Q4: 14,883 shares 14,883 $9.33M 0.37% +818 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,500 shares; 2025Q2: 25,150 shares; 2025Q3: 25,958 shares; 2025Q4: 26,320 shares 26,320 $9.3M 0.37% +362 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,922 shares; 2024Q4: 18,960 shares; 2025Q1: 19,402 shares; 2025Q2: 20,452 shares; 2025Q3: 20,307 shares; 2025Q4: 52,126 shares 52,126 $9.25M 0.37% +31,819 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,936 shares; 2025Q3: 155,574 shares; 2025Q4: 161,308 shares 161,308 $8.49M 0.34% +5,734 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,640 shares; 2024Q4: 27,534 shares; 2025Q1: 34,393 shares; 2025Q2: 29,642 shares; 2025Q3: 30,974 shares; 2025Q4: 31,959 shares 31,959 $8.47M 0.34% +985 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 176,821 shares 176,821 $8.06M 0.32% new 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: 23,584 shares; 2024Q4: 23,936 shares; 2025Q1: 25,412 shares; 2025Q2: 25,260 shares; 2025Q3: 26,355 shares; 2025Q4: 25,289 shares 25,289 $7.94M 0.32% -1,066 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,025 shares; 2025Q3: 8,529 shares; 2025Q4: 28,223 shares 28,223 $7.82M 0.31% +19,694 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: 18,352 shares; 2024Q4: 17,130 shares; 2025Q1: 21,382 shares; 2025Q2: 22,070 shares; 2025Q3: 23,018 shares; 2025Q4: 23,515 shares 23,515 $7.7M 0.31% +497 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,178 shares; 2024Q4: 17,732 shares; 2025Q1: 21,831 shares; 2025Q2: 22,338 shares; 2025Q3: 22,785 shares; 2025Q4: 22,834 shares 22,834 $7.69M 0.31% +49 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: 23,151 shares; 2024Q4: 21,767 shares; 2025Q1: 25,025 shares; 2025Q2: 20,474 shares; 2025Q3: 20,820 shares; 2025Q4: 21,292 shares 21,292 $7.33M 0.29% +472 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: 150,920 shares; 2024Q4: 100,696 shares; 2025Q1: 106,210 shares; 2025Q2: 104,906 shares; 2025Q3: 129,744 shares; 2025Q4: 116,652 shares 116,652 $7.29M 0.29% -13,092 Timeline EQT EQT CORP More: the full row for EQT 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: 21,992 shares; 2025Q2: 127,754 shares; 2025Q3: 130,312 shares; 2025Q4: 133,068 shares 133,068 $7.13M 0.29% +2,756 Timeline FFEB 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: 192,106 shares; 2024Q4: 212,902 shares; 2025Q1: 174,604 shares; 2025Q2: 140,521 shares; 2025Q3: 119,741 shares; 2025Q4: 125,004 shares 125,004 $7.08M 0.28% +5,263 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: 36,733 shares; 2024Q4: 35,750 shares; 2025Q1: 41,809 shares; 2025Q2: 43,100 shares; 2025Q3: 44,652 shares; 2025Q4: 47,212 shares 47,212 $6.77M 0.27% +2,560 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,757 shares; 2025Q1: 74,749 shares; 2025Q2: 86,511 shares; 2025Q3: 83,867 shares; 2025Q4: 83,134 shares 83,134 $6.73M 0.27% -733 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES 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: 3,625 shares; 2025Q2: 48,667 shares; 2025Q3: 52,248 shares; 2025Q4: 52,640 shares 52,640 $6.63M 0.27% +392 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,191 shares; 2024Q4: 63,623 shares; 2025Q1: 67,542 shares; 2025Q2: 66,815 shares; 2025Q3: 79,590 shares; 2025Q4: 73,936 shares 73,936 $6.61M 0.27% -5,654 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: 12,072 shares; 2024Q4: 12,511 shares; 2025Q1: 25,445 shares; 2025Q2: 26,910 shares; 2025Q3: 27,153 shares; 2025Q4: 27,852 shares 27,852 $6.36M 0.26% +699 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 170,122 shares; 2025Q2: 234,673 shares; 2025Q3: 193,165 shares; 2025Q4: 184,314 shares 184,314 $6.18M 0.25% -8,851 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: not reported; 2025Q1: 2,898 shares; 2025Q2: 2,878 shares; 2025Q3: 2,825 shares; 2025Q4: 9,329 shares 9,329 $6.1M 0.24% +6,504 Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,406 shares; 2024Q4: 283,041 shares; 2025Q1: 326,870 shares; 2025Q2: 304,040 shares; 2025Q3: 298,857 shares; 2025Q4: 299,789 shares 299,789 $6.05M 0.24% +932 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,231 shares; 2024Q4: 128,180 shares; 2025Q1: 129,245 shares; 2025Q2: 121,955 shares; 2025Q3: 122,100 shares; 2025Q4: 127,027 shares 127,027 $5.85M 0.23% +4,927 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: 55,724 shares; 2024Q4: 68,598 shares; 2025Q1: 69,556 shares; 2025Q2: 66,523 shares; 2025Q3: 73,513 shares; 2025Q4: 77,470 shares 77,470 $5.74M 0.23% +3,957 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,736 shares; 2024Q4: 7,430 shares; 2025Q1: 8,756 shares; 2025Q2: 9,217 shares; 2025Q3: 9,648 shares; 2025Q4: 9,732 shares 9,732 $5.64M 0.23% +84 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188,936 shares; 2025Q2: 222,562 shares; 2025Q3: 211,993 shares; 2025Q4: 208,250 shares 208,250 $5.46M 0.22% -3,743 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,635 shares; 2024Q4: 21,950 shares; 2025Q1: 24,000 shares; 2025Q2: 23,706 shares; 2025Q3: 24,142 shares; 2025Q4: 24,745 shares 24,745 $4.81M 0.19% +603 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: 8,904 shares; 2024Q4: 9,666 shares; 2025Q1: 10,628 shares; 2025Q2: 49,145 shares; 2025Q3: 50,611 shares; 2025Q4: 51,277 shares 51,277 $4.78M 0.19% +666 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,519 shares; 2024Q4: 13,951 shares; 2025Q1: 19,612 shares; 2025Q2: 17,686 shares; 2025Q3: 18,205 shares; 2025Q4: 13,297 shares 13,297 $4.65M 0.19% -4,908 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: 4,365 shares; 2024Q4: 5,219 shares; 2025Q1: 5,425 shares; 2025Q2: 5,605 shares; 2025Q3: 5,544 shares; 2025Q4: 5,370 shares 5,370 $4.63M 0.19% -174 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: 34,455 shares; 2024Q4: 32,410 shares; 2025Q1: 42,750 shares; 2025Q2: 32,534 shares; 2025Q3: 33,693 shares; 2025Q4: 37,876 shares 37,876 $4.56M 0.18% +4,183 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,525 shares; 2024Q4: 23,921 shares; 2025Q1: 29,683 shares; 2025Q2: 31,657 shares; 2025Q3: 32,286 shares; 2025Q4: 32,728 shares 32,728 $4.22M 0.17% +442 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: 31,495 shares; 2024Q4: 14,572 shares; 2025Q1: 18,854 shares; 2025Q2: 19,948 shares; 2025Q3: 20,193 shares; 2025Q4: 20,253 shares 20,253 $4.19M 0.17% +60 Timeline IGIB 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: 42,288 shares; 2024Q4: 70,607 shares; 2025Q1: 73,934 shares; 2025Q2: 76,142 shares; 2025Q3: 75,917 shares; 2025Q4: 76,412 shares 76,412 $4.12M 0.16% +495 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,137 shares; 2024Q4: 15,020 shares; 2025Q1: 23,427 shares; 2025Q2: 23,707 shares; 2025Q3: 24,380 shares; 2025Q4: 24,677 shares 24,677 $3.82M 0.15% +297 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,536 shares; 2024Q4: 9,975 shares; 2025Q1: 11,870 shares; 2025Q2: 12,501 shares; 2025Q3: 12,636 shares; 2025Q4: 12,400 shares 12,400 $3.64M 0.15% -236 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,046 shares; 2025Q3: 16,825 shares; 2025Q4: 17,103 shares 17,103 $3.55M 0.14% +278 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,598 shares; 2025Q2: 115,079 shares; 2025Q3: 72,509 shares; 2025Q4: 72,961 shares 72,961 $3.41M 0.14% +452 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,737 shares; 2025Q2: 122,866 shares; 2025Q3: 123,943 shares; 2025Q4: 125,102 shares 125,102 $3.41M 0.14% +1,159 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,171 shares; 2024Q4: 28,904 shares; 2025Q1: 32,680 shares; 2025Q2: 32,997 shares; 2025Q3: 34,258 shares; 2025Q4: 34,634 shares 34,634 $3.33M 0.13% +376 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: 19,712 shares; 2024Q4: 19,425 shares; 2025Q1: 18,181 shares; 2025Q2: 17,539 shares; 2025Q3: 17,559 shares; 2025Q4: 11,200 shares 11,200 $3.25M 0.13% -6,359 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: 25,713 shares; 2024Q4: 12,459 shares; 2025Q1: 19,446 shares; 2025Q2: 18,945 shares; 2025Q3: 20,886 shares; 2025Q4: 22,118 shares 22,118 $3.17M 0.13% +1,232 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: 2,761 shares; 2024Q4: 3,245 shares; 2025Q1: 6,840 shares; 2025Q2: 6,093 shares; 2025Q3: 6,499 shares; 2025Q4: 6,841 shares 6,841 $3.08M 0.12% +342 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,095 shares; 2025Q2: 142,428 shares; 2025Q3: 97,113 shares; 2025Q4: 95,161 shares 95,161 $3.08M 0.12% -1,952 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: 35,705 shares; 2024Q4: 33,506 shares; 2025Q1: 40,067 shares; 2025Q2: 39,955 shares; 2025Q3: 40,035 shares; 2025Q4: 39,501 shares 39,501 $3.04M 0.12% -534 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,604 shares; 2025Q1: 9,439 shares; 2025Q2: 29,507 shares; 2025Q3: 29,121 shares; 2025Q4: 27,474 shares 27,474 $2.84M 0.11% -1,647 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,296 shares; 2024Q4: 37,284 shares; 2025Q1: 39,918 shares; 2025Q2: 35,844 shares; 2025Q3: 35,886 shares; 2025Q4: 35,183 shares 35,183 $2.82M 0.11% -703 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: 7,204 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,681 shares; 2025Q3: 97,017 shares; 2025Q4: 102,384 shares 102,384 $2.7M 0.11% +5,367 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: 3,575 shares; 2024Q4: 3,361 shares; 2025Q1: 4,553 shares; 2025Q2: 4,555 shares; 2025Q3: 4,588 shares; 2025Q4: 4,707 shares 4,707 $2.7M 0.11% +119 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,337 shares; 2024Q4: 30,336 shares; 2025Q1: 41,624 shares; 2025Q2: 16,160 shares; 2025Q3: 17,073 shares; 2025Q4: 17,658 shares 17,658 $2.69M 0.11% +585 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: 1,609 shares; 2024Q4: 1,771 shares; 2025Q1: 2,476 shares; 2025Q2: 3,075 shares; 2025Q3: 3,434 shares; 2025Q4: 3,796 shares 3,796 $2.59M 0.1% +362 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,853 shares; 2024Q4: 19,061 shares; 2025Q1: 64,519 shares; 2025Q2: 66,277 shares; 2025Q3: 67,218 shares; 2025Q4: 50,763 shares 50,763 $2.58M 0.1% -16,455 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: 24,713 shares; 2024Q4: 24,030 shares; 2025Q1: 29,916 shares; 2025Q2: 32,571 shares; 2025Q3: 32,378 shares; 2025Q4: 36,673 shares 36,673 $2.56M 0.1% +4,295 Timeline DGCB 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: 18,432 shares; 2025Q3: 47,181 shares; 2025Q4: 46,929 shares 46,929 $2.55M 0.1% -252 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: 6,912 shares; 2024Q4: 7,042 shares; 2025Q1: 6,781 shares; 2025Q2: 7,378 shares; 2025Q3: 7,217 shares; 2025Q4: 7,136 shares 7,136 $2.5M 0.1% -81 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,599 shares; 2024Q4: 51,065 shares; 2025Q1: 52,051 shares; 2025Q2: 44,772 shares; 2025Q3: 44,352 shares; 2025Q4: 42,979 shares 42,979 $2.44M 0.1% -1,373 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,755 shares; 2025Q3: 52,351 shares; 2025Q4: 55,218 shares 55,218 $2.41M 0.1% +2,867 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,222 shares; 2025Q3: 22,489 shares; 2025Q4: 24,068 shares 24,068 $2.39M 0.1% +1,579 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 474 shares; 2025Q1: 529 shares; 2025Q2: 582 shares; 2025Q3: 618 shares; 2025Q4: 2,668 shares 2,668 $2.35M 0.09% +2,050 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,873 shares; 2024Q4: 41,736 shares; 2025Q1: 42,383 shares; 2025Q2: 44,999 shares; 2025Q3: 43,534 shares; 2025Q4: 44,872 shares 44,872 $2.32M 0.09% +1,338 Timeline INTF 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: 68,103 shares; 2025Q1: 63,845 shares; 2025Q2: 61,760 shares; 2025Q3: 62,182 shares; 2025Q4: 61,209 shares 61,209 $2.31M 0.09% -973 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: 1,614 shares; 2025Q1: 2,146 shares; 2025Q2: 2,228 shares; 2025Q3: 2,210 shares; 2025Q4: 2,147 shares 2,147 $2.3M 0.09% -63 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,647 shares; 2024Q4: 14,871 shares; 2025Q1: 17,720 shares; 2025Q2: 17,119 shares; 2025Q3: 18,011 shares; 2025Q4: 18,368 shares 18,368 $2.15M 0.09% +357 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,686 shares; 2024Q4: 39,130 shares; 2025Q1: 35,212 shares; 2025Q2: 18,317 shares; 2025Q3: 18,833 shares; 2025Q4: 17,474 shares 17,474 $2.1M 0.08% -1,359 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,011 shares; 2025Q3: 61,966 shares; 2025Q4: 64,479 shares 64,479 $2.1M 0.08% +2,513 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,358 shares; 2024Q4: 7,980 shares; 2025Q1: 10,563 shares; 2025Q2: 10,344 shares; 2025Q3: 10,050 shares; 2025Q4: 10,568 shares 10,568 $2.06M 0.08% +518 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: 60,563 shares; 2024Q4: 58,461 shares; 2025Q1: 72,440 shares; 2025Q2: 26,059 shares; 2025Q3: 26,246 shares; 2025Q4: 25,626 shares 25,626 $2.06M 0.08% -620 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,828 shares; 2025Q3: 9,319 shares; 2025Q4: 10,091 shares 10,091 $2.05M 0.08% +772 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 4,915 shares; 2025Q1: 16,139 shares; 2025Q2: 16,830 shares; 2025Q3: 16,806 shares; 2025Q4: 16,059 shares 16,059 $2.01M 0.08% -747 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,696 shares; 2024Q4: 27,497 shares; 2025Q1: 33,806 shares; 2025Q2: 36,358 shares; 2025Q3: 34,357 shares; 2025Q4: 36,905 shares 36,905 $1.99M 0.08% +2,548 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 940 shares; 2025Q1: 1,217 shares; 2025Q2: 1,284 shares; 2025Q3: 1,974 shares; 2025Q4: 2,386 shares 2,386 $1.96M 0.08% +412 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,363 shares; 2024Q4: 3,076 shares; 2025Q1: 3,100 shares; 2025Q2: 3,233 shares; 2025Q3: 3,273 shares; 2025Q4: 3,171 shares 3,171 $1.81M 0.07% -102 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,593 shares; 2024Q4: 5,042 shares; 2025Q1: 5,897 shares; 2025Q2: 6,270 shares; 2025Q3: 6,126 shares; 2025Q4: 12,535 shares 12,535 $1.8M 0.07% +6,409 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 2,987 shares; 2025Q1: 3,285 shares; 2025Q2: 3,354 shares; 2025Q3: 3,469 shares; 2025Q4: 3,672 shares 3,672 $1.78M 0.07% +203 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: 5,308 shares; 2024Q4: 6,011 shares; 2025Q1: 9,330 shares; 2025Q2: 7,288 shares; 2025Q3: 8,490 shares; 2025Q4: 9,090 shares 9,090 $1.77M 0.07% +600 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: 6,912 shares; 2024Q4: 8,972 shares; 2025Q1: 10,039 shares; 2025Q2: 15,046 shares; 2025Q3: 11,371 shares; 2025Q4: 11,375 shares 11,375 $1.63M 0.07% +4 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: 10,006 shares; 2024Q4: 10,135 shares; 2025Q1: 24,397 shares; 2025Q2: 26,332 shares; 2025Q3: 32,619 shares; 2025Q4: 32,176 shares 32,176 $1.63M 0.07% -443 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,110 shares; 2025Q1: 26,752 shares; 2025Q2: 51,602 shares; 2025Q3: 41,870 shares; 2025Q4: 42,379 shares 42,379 $1.61M 0.06% +509 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: 2,039 shares; 2024Q4: 2,187 shares; 2025Q1: 2,653 shares; 2025Q2: 3,341 shares; 2025Q3: 3,343 shares; 2025Q4: 3,354 shares 3,354 $1.59M 0.06% +11 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 257 shares; 2025Q4: 1,419 shares 1,419 $1.52M 0.06% +1,162 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,691 shares; 2024Q4: 7,990 shares; 2025Q1: 10,248 shares; 2025Q2: 8,432 shares; 2025Q3: 8,524 shares; 2025Q4: 8,711 shares 8,711 $1.51M 0.06% +187 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 3,176 shares; 2025Q1: 3,203 shares; 2025Q2: 3,024 shares; 2025Q3: 2,988 shares; 2025Q4: 3,061 shares 3,061 $1.43M 0.06% +73 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 2,509 shares; 2025Q1: 3,278 shares; 2025Q2: 3,518 shares; 2025Q3: 3,479 shares; 2025Q4: 4,306 shares 4,306 $1.37M 0.05% +827 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: 29,073 shares; 2025Q3: 30,805 shares; 2025Q4: 31,391 shares 31,391 $1.37M 0.05% +586 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: 4,952 shares; 2024Q4: 5,603 shares; 2025Q1: 7,078 shares; 2025Q2: 7,946 shares; 2025Q3: 7,767 shares; 2025Q4: 8,537 shares 8,537 $1.37M 0.05% +770 Timeline MBCN MIDDLEFIELD BANC CORP More: the full row for MIDDLEFIELD BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,404 shares; 2024Q4: 39,404 shares; 2025Q1: 39,404 shares; 2025Q2: 39,404 shares; 2025Q3: 39,404 shares; 2025Q4: 39,404 shares 39,404 $1.36M 0.05% 0 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: 3,863 shares; 2024Q4: 16,100 shares; 2025Q1: 18,210 shares; 2025Q2: 14,227 shares; 2025Q3: 13,334 shares; 2025Q4: 13,588 shares 13,588 $1.3M 0.05% +254 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,743 shares; 2025Q3: 39,199 shares; 2025Q4: 39,163 shares 39,163 $1.28M 0.05% -36 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,926 shares; 2024Q4: 8,483 shares; 2025Q1: 10,927 shares; 2025Q2: 11,572 shares; 2025Q3: 11,818 shares; 2025Q4: 12,527 shares 12,527 $1.25M 0.05% +709 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,461 shares; 2025Q4: 24,390 shares 24,390 $1.25M 0.05% -71 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: 1,866 shares; 2024Q4: 2,132 shares; 2025Q1: 2,249 shares; 2025Q2: 3,792 shares; 2025Q3: 2,284 shares; 2025Q4: 4,199 shares 4,199 $1.24M 0.05% +1,915 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 3,451 shares; 2025Q1: 4,893 shares; 2025Q2: 4,931 shares; 2025Q3: 5,059 shares; 2025Q4: 5,005 shares 5,005 $1.23M 0.05% -54 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,202 shares; 2024Q4: 33,480 shares; 2025Q1: 27,284 shares; 2025Q2: 3,672 shares; 2025Q3: 3,773 shares; 2025Q4: 5,713 shares 5,713 $1.22M 0.05% +1,940 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: 5,925 shares; 2024Q4: 5,766 shares; 2025Q1: 4,673 shares; 2025Q2: 4,401 shares; 2025Q3: 4,490 shares; 2025Q4: 4,002 shares 4,002 $1.22M 0.05% -488 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: 2,618 shares; 2024Q4: 4,690 shares; 2025Q1: 4,870 shares; 2025Q2: 4,130 shares; 2025Q3: 5,906 shares; 2025Q4: 6,026 shares 6,026 $1.2M 0.05% +120 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 46,550 shares; 2025Q4: 46,328 shares 46,328 $1.16M 0.05% -222 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,254 shares; 2025Q3: 5,314 shares; 2025Q4: 6,513 shares 6,513 $1.16M 0.05% +1,199 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,068 shares; 2025Q2: 8,038 shares; 2025Q3: 22,316 shares; 2025Q4: 22,243 shares 22,243 $1.13M 0.05% -73 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,385 shares; 2024Q4: 17,616 shares; 2025Q1: 15,920 shares; 2025Q2: 11,507 shares; 2025Q3: 11,454 shares; 2025Q4: 11,471 shares 11,471 $1.11M 0.04% +17 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 6,058 shares; 2025Q1: 7,421 shares; 2025Q2: 8,866 shares; 2025Q3: 8,871 shares; 2025Q4: 8,778 shares 8,778 $1.08M 0.04% -93 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 3,114 shares; 2025Q1: 4,469 shares; 2025Q2: 4,624 shares; 2025Q3: 4,856 shares; 2025Q4: 5,169 shares 5,169 $1.08M 0.04% +313 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,790 shares; 2025Q1: 44,828 shares; 2025Q2: 44,531 shares; 2025Q3: 44,269 shares; 2025Q4: 44,466 shares 44,466 $1.07M 0.04% +197 Timeline URA 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: 13,920 shares; 2025Q2: 14,018 shares; 2025Q3: 25,024 shares; 2025Q4: 24,843 shares 24,843 $1.06M 0.04% -181 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: 3,190 shares; 2024Q4: 3,426 shares; 2025Q1: 3,433 shares; 2025Q2: 5,719 shares; 2025Q3: 5,576 shares; 2025Q4: 5,533 shares 5,533 $1.06M 0.04% -43 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,855 shares; 2024Q4: 62,773 shares; 2025Q1: 61,385 shares; 2025Q2: 53,507 shares; 2025Q3: 16,304 shares; 2025Q4: 15,081 shares 15,081 $1.02M 0.04% -1,223 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: 2,706 shares; 2024Q4: 23,364 shares; 2025Q1: 9,517 shares; 2025Q2: 9,773 shares; 2025Q3: 9,643 shares; 2025Q4: 10,073 shares 10,073 $1.01M 0.04% +430 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,625 shares; 2025Q1: 3,293 shares; 2025Q2: 3,738 shares; 2025Q3: 3,672 shares; 2025Q4: 3,902 shares 3,902 $1M 0.04% +230 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,722 shares; 2025Q3: 21,374 shares; 2025Q4: 21,449 shares 21,449 $999K 0.04% +75 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,917 shares; 2024Q4: 4,324 shares; 2025Q1: 6,459 shares; 2025Q2: 6,633 shares; 2025Q3: 6,805 shares; 2025Q4: 7,249 shares 7,249 $999K 0.04% +444 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,512 shares; 2024Q4: 24,729 shares; 2025Q1: 28,757 shares; 2025Q2: 22,473 shares; 2025Q3: 24,083 shares; 2025Q4: 24,589 shares 24,589 $970K 0.04% +506 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 3,069 shares; 2025Q1: 3,071 shares; 2025Q2: 3,071 shares; 2025Q3: 3,073 shares; 2025Q4: 3,076 shares 3,076 $968K 0.04% +3 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,604 shares; 2025Q3: 22,241 shares; 2025Q4: 21,987 shares 21,987 $955K 0.04% -254 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,201 shares; 2024Q4: 10,196 shares; 2025Q1: 10,064 shares; 2025Q2: 8,451 shares; 2025Q3: 7,197 shares; 2025Q4: 7,417 shares 7,417 $948K 0.04% +220 Timeline PFXF 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: 47,845 shares; 2025Q3: 51,065 shares; 2025Q4: 53,097 shares 53,097 $938K 0.04% +2,032 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,302 shares; 2024Q4: 7,360 shares; 2025Q1: 10,826 shares; 2025Q2: 11,369 shares; 2025Q3: 11,745 shares; 2025Q4: 12,423 shares 12,423 $918K 0.04% +678 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,609 shares; 2025Q2: 5,051 shares; 2025Q3: 4,942 shares; 2025Q4: 4,899 shares 4,899 $910K 0.04% -43 Timeline IYF 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: 5,269 shares; 2024Q4: 5,516 shares; 2025Q1: 5,669 shares; 2025Q2: 5,813 shares; 2025Q3: 6,893 shares; 2025Q4: 7,026 shares 7,026 $906K 0.04% +133 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,902 shares; 2024Q4: 3,338 shares; 2025Q1: 4,079 shares; 2025Q2: 4,261 shares; 2025Q3: 3,896 shares; 2025Q4: 3,633 shares 3,633 $876K 0.04% -263 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,515 shares; 2025Q4: 2,825 shares 2,825 $859K 0.03% +310 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: 23,687 shares; 2024Q4: 23,519 shares; 2025Q1: 24,793 shares; 2025Q2: 24,354 shares; 2025Q3: 17,011 shares; 2025Q4: 16,670 shares 16,670 $848K 0.03% -341 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,065 shares; 2025Q3: 19,452 shares; 2025Q4: 19,957 shares 19,957 $848K 0.03% +505 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,686 shares; 2024Q4: 881,329 shares; 2025Q1: 1,186,861 shares; 2025Q2: 87,579 shares; 2025Q3: 33,068 shares; 2025Q4: 30,760 shares 30,760 $844K 0.03% -2,308 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,849 shares; 2024Q4: 16,255 shares; 2025Q1: 20,116 shares; 2025Q2: 13,063 shares; 2025Q3: 2,562 shares; 2025Q4: 2,537 shares 2,537 $838K 0.03% -25 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,939 shares; 2025Q4: 8,918 shares 8,918 $833K 0.03% -21 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: 8,561 shares; 2024Q4: 12,700 shares; 2025Q1: 11,378 shares; 2025Q2: 11,366 shares; 2025Q3: 11,051 shares; 2025Q4: 11,012 shares 11,012 $831K 0.03% -39 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,624 shares; 2025Q3: 14,483 shares; 2025Q4: 14,132 shares 14,132 $830K 0.03% -351 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,013 shares; 2025Q1: 16,292 shares; 2025Q2: 11,214 shares; 2025Q3: 9,517 shares; 2025Q4: 8,995 shares 8,995 $822K 0.03% -522 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,218 shares; 2025Q3: 19,694 shares; 2025Q4: 20,341 shares 20,341 $821K 0.03% +647 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 955 shares; 2025Q1: 1,391 shares; 2025Q2: 1,476 shares; 2025Q3: 1,532 shares; 2025Q4: 1,658 shares 1,658 $813K 0.03% +126 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: not reported; 2025Q1: 3,669 shares; 2025Q2: 4,008 shares; 2025Q3: 4,169 shares; 2025Q4: 4,460 shares 4,460 $812K 0.03% +291 Timeline FALN 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: 25,926 shares; 2025Q3: 28,031 shares; 2025Q4: 29,346 shares 29,346 $801K 0.03% +1,315 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,179 shares; 2025Q1: 1,180 shares; 2025Q2: 1,781 shares; 2025Q3: 2,622 shares; 2025Q4: 3,784 shares 3,784 $791K 0.03% +1,162 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,041 shares; 2025Q3: 24,132 shares; 2025Q4: 23,845 shares 23,845 $784K 0.03% -287 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 1,041 shares; 2025Q1: 1,660 shares; 2025Q2: 1,215 shares; 2025Q3: 1,278 shares; 2025Q4: 1,275 shares 1,275 $784K 0.03% -3 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: 81,567 shares; 2025Q2: 115,043 shares; 2025Q3: 13,614 shares; 2025Q4: 12,092 shares 12,092 $779K 0.03% -1,522 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,973 shares; 2025Q3: 17,634 shares; 2025Q4: 12,788 shares 12,788 $761K 0.03% -4,846 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 19,211 shares; 2025Q4: 19,172 shares 19,172 $759K 0.03% -39 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.03% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,711 shares; 2025Q4: 9,132 shares 9,132 $753K 0.03% +3,421 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: 2,086 shares; 2024Q4: 3,159 shares; 2025Q1: 3,140 shares; 2025Q2: 2,685 shares; 2025Q3: 2,688 shares; 2025Q4: 2,799 shares 2,799 $722K 0.03% +111 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 628 shares; 2025Q1: 623 shares; 2025Q2: 1,195 shares; 2025Q3: 961 shares; 2025Q4: 934 shares 934 $705K 0.03% -27 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: 3,575 shares; 2024Q4: 3,575 shares; 2025Q1: 3,575 shares; 2025Q2: 19,614 shares; 2025Q3: 9,457 shares; 2025Q4: 9,469 shares 9,469 $702K 0.03% +12 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,188 shares; 2025Q3: 12,840 shares; 2025Q4: 13,246 shares 13,246 $699K 0.03% +406 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 11,404 shares; 2025Q1: 12,122 shares; 2025Q2: 8,162 shares; 2025Q3: 8,162 shares; 2025Q4: 8,162 shares 8,162 $697K 0.03% 0 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 15,964 shares; 2025Q3: 17,167 shares; 2025Q4: 17,721 shares 17,721 $689K 0.03% +554 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,043 shares; 2024Q4: 7,049 shares; 2025Q1: 7,053 shares; 2025Q2: 7,058 shares; 2025Q3: 59,663 shares; 2025Q4: 7,101 shares 7,101 $684K 0.03% -52,562 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,107 shares; 2025Q3: 17,287 shares; 2025Q4: 17,806 shares 17,806 $683K 0.03% +519 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: 883 shares; 2024Q4: 1,305 shares; 2025Q1: 1,787 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,691 shares 1,691 $670K 0.03% -49 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 11,282 shares; 2025Q3: 12,240 shares; 2025Q4: 12,705 shares 12,705 $667K 0.03% +465 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT 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: 57,494 shares; 2025Q3: 59,715 shares; 2025Q4: 17,107 shares 17,107 $656K 0.03% -42,608 Timeline IJJ 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: 6,893 shares; 2025Q1: 7,010 shares; 2025Q2: 4,877 shares; 2025Q3: 4,892 shares; 2025Q4: 4,913 shares 4,913 $647K 0.03% +21 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,310 shares; 2024Q4: 5,588 shares; 2025Q1: 8,935 shares; 2025Q2: 9,528 shares; 2025Q3: 10,503 shares; 2025Q4: 11,121 shares 11,121 $641K 0.03% +618 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,967 shares; 2024Q4: 5,109 shares; 2025Q1: 5,594 shares; 2025Q2: 5,441 shares; 2025Q3: 5,482 shares; 2025Q4: 5,503 shares 5,503 $639K 0.03% +21 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,857 shares; 2025Q3: 13,660 shares; 2025Q4: 15,150 shares 15,150 $632K 0.03% +1,490 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,857 shares; 2025Q3: 11,830 shares; 2025Q4: 12,429 shares 12,429 $623K 0.02% +599 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: 680 shares; 2025Q2: 691 shares; 2025Q3: 690 shares; 2025Q4: 707 shares 707 $621K 0.02% +17 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 2,027 shares; 2025Q1: 1,972 shares; 2025Q2: 2,521 shares; 2025Q3: 2,519 shares; 2025Q4: 2,561 shares 2,561 $621K 0.02% +42 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,477 shares; 2025Q1: 2,731 shares; 2025Q2: 2,668 shares; 2025Q3: 2,558 shares; 2025Q4: 2,259 shares 2,259 $613K 0.02% -299 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,110 shares; 2025Q3: 12,499 shares; 2025Q4: 12,237 shares 12,237 $611K 0.02% -262 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: 14,585 shares; 2024Q4: 15,997 shares; 2025Q1: 14,040 shares; 2025Q2: 5,992 shares; 2025Q3: 11,535 shares; 2025Q4: 11,202 shares 11,202 $602K 0.02% -333 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,349 shares; 2025Q1: not reported; 2025Q2: 2,287 shares; 2025Q3: 4,429 shares; 2025Q4: 5,618 shares 5,618 $602K 0.02% +1,189 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: not reported; 2024Q4: not reported; 2025Q1: 1,184 shares; 2025Q2: 2,024 shares; 2025Q3: 2,252 shares; 2025Q4: 1,943 shares 1,943 $599K 0.02% -309 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,512 shares; 2024Q4: 3,360 shares; 2025Q1: 2,935 shares; 2025Q2: 2,992 shares; 2025Q3: 3,045 shares; 2025Q4: 2,705 shares 2,705 $594K 0.02% -340 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,895 shares; 2025Q1: 3,906 shares; 2025Q2: 4,476 shares; 2025Q3: 4,722 shares; 2025Q4: 4,770 shares 4,770 $586K 0.02% +48 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 4,610 shares; 2025Q1: 4,244 shares; 2025Q2: 4,568 shares; 2025Q3: 4,545 shares; 2025Q4: 4,540 shares 4,540 $579K 0.02% -5 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,402 shares; 2025Q4: 15,043 shares 15,043 $572K 0.02% -6,359 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,591 shares; 2025Q2: 7,826 shares; 2025Q3: 7,525 shares; 2025Q4: 7,268 shares 7,268 $558K 0.02% -257 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,157 shares; 2025Q1: 1,157 shares; 2025Q2: 1,964 shares; 2025Q3: 1,971 shares; 2025Q4: 1,968 shares 1,968 $549K 0.02% -3 Timeline XLC 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: 3,507 shares; 2024Q4: 4,021 shares; 2025Q1: 4,175 shares; 2025Q2: 4,674 shares; 2025Q3: 4,596 shares; 2025Q4: 4,648 shares 4,648 $547K 0.02% +52 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,653 shares; 2025Q2: 10,356 shares; 2025Q3: 8,250 shares; 2025Q4: 10,957 shares 10,957 $544K 0.02% +2,707 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,561 shares; 2025Q1: 4,771 shares; 2025Q2: 5,103 shares; 2025Q3: 5,224 shares; 2025Q4: 5,142 shares 5,142 $526K 0.02% -82 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,621 shares; 2025Q1: 1,916 shares; 2025Q2: 1,945 shares; 2025Q3: 2,001 shares; 2025Q4: 4,334 shares 4,334 $518K 0.02% +2,333 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: 2,166 shares; 2024Q4: 2,166 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 2,036 shares 2,036 $511K 0.02% 0 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: 371 shares; 2024Q4: 376 shares; 2025Q1: 398 shares; 2025Q2: 1,123 shares; 2025Q3: 1,147 shares; 2025Q4: 770 shares 770 $510K 0.02% -377 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 3,521 shares; 2025Q1: 3,605 shares; 2025Q2: 6,142 shares; 2025Q3: 4,982 shares; 2025Q4: 4,667 shares 4,667 $498K 0.02% -315 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,655 shares; 2025Q3: 9,369 shares; 2025Q4: 9,773 shares 9,773 $498K 0.02% +404 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 3,583 shares; 2025Q1: 3,711 shares; 2025Q2: 3,341 shares; 2025Q3: 3,342 shares; 2025Q4: 1,979 shares 1,979 $487K 0.02% -1,363 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,992 shares; 2025Q1: 3,049 shares; 2025Q2: 3,786 shares; 2025Q3: 3,359 shares; 2025Q4: 2,826 shares 2,826 $484K 0.02% -533 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,691 shares; 2024Q4: 2,692 shares; 2025Q1: 3,493 shares; 2025Q2: 3,494 shares; 2025Q3: 3,494 shares; 2025Q4: 3,495 shares 3,495 $479K 0.02% +1 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,958 shares; 2025Q1: 3,627 shares; 2025Q2: 3,695 shares; 2025Q3: 2,123 shares; 2025Q4: 2,201 shares 2,201 $478K 0.02% +78 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,124 shares; 2025Q1: 3,812 shares; 2025Q2: 3,965 shares; 2025Q3: 3,479 shares; 2025Q4: 3,056 shares 3,056 $471K 0.02% -423 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,798 shares; 2025Q3: 12,146 shares; 2025Q4: 12,169 shares 12,169 $463K 0.02% +23 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,450 shares; 2024Q4: 11,450 shares; 2025Q1: 11,450 shares; 2025Q2: 11,450 shares; 2025Q3: 11,450 shares; 2025Q4: 11,450 shares 11,450 $448K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,022 shares; 2025Q2: 2,533 shares; 2025Q3: 2,719 shares; 2025Q4: 2,605 shares 2,605 $446K 0.02% -114 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 575 shares; 2025Q3: 583 shares; 2025Q4: 781 shares 781 $444K 0.02% +198 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: not reported; 2024Q4: 1,283 shares; 2025Q1: 1,133 shares; 2025Q2: 1,273 shares; 2025Q3: 1,611 shares; 2025Q4: 2,008 shares 2,008 $441K 0.02% +397 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,350 shares; 2025Q1: 16,275 shares; 2025Q2: 21,552 shares; 2025Q3: 20,583 shares; 2025Q4: 17,752 shares 17,752 $441K 0.02% -2,831 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,247 shares; 2025Q1: 1,649 shares; 2025Q2: 1,659 shares; 2025Q3: 1,699 shares; 2025Q4: 1,521 shares 1,521 $439K 0.02% -178 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,530 shares; 2025Q3: 11,832 shares; 2025Q4: 13,209 shares 13,209 $431K 0.02% +1,377 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,199 shares; 2025Q3: 11,146 shares; 2025Q4: 11,178 shares 11,178 $426K 0.02% +32 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,615 shares; 2025Q1: 2,567 shares; 2025Q2: 1,288 shares; 2025Q3: 1,290 shares; 2025Q4: 1,292 shares 1,292 $417K 0.02% +2 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,617 shares; 2025Q1: 2,588 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,843 shares 1,843 $414K 0.02% +13 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: 1,671 shares; 2024Q4: 1,901 shares; 2025Q1: 2,205 shares; 2025Q2: 1,987 shares; 2025Q3: 2,052 shares; 2025Q4: 1,608 shares 1,608 $414K 0.02% -444 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,599 shares; 2025Q4: 7,013 shares 7,013 $403K 0.02% +414 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: 2,937 shares; 2024Q4: 2,613 shares; 2025Q1: 3,044 shares; 2025Q2: 3,524 shares; 2025Q3: 3,605 shares; 2025Q4: 3,473 shares 3,473 $395K 0.02% -132 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,685 shares; 2024Q4: 14,887 shares; 2025Q1: 10,248 shares; 2025Q2: not reported; 2025Q3: 16,772 shares; 2025Q4: 16,331 shares 16,331 $393K 0.02% -441 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,942 shares; 2025Q1: 2,397 shares; 2025Q2: 2,813 shares; 2025Q3: 2,816 shares; 2025Q4: 2,527 shares 2,527 $388K 0.02% -289 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS 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: 1,045 shares 1,045 $385K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,812 shares; 2025Q1: 1,970 shares; 2025Q2: 2,081 shares; 2025Q3: 2,037 shares; 2025Q4: 1,688 shares 1,688 $385K 0.02% -349 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,661 shares; 2025Q2: 90,344 shares; 2025Q3: 10,740 shares; 2025Q4: 8,904 shares 8,904 $379K 0.02% -1,836 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 936 shares; 2025Q1: 956 shares; 2025Q2: 812 shares; 2025Q3: 792 shares; 2025Q4: 801 shares 801 $374K 0.01% +9 Timeline IYZ 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: 8,592 shares; 2025Q2: 7,791 shares; 2025Q3: 10,816 shares; 2025Q4: 11,015 shares 11,015 $373K 0.01% +199 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares 2,817 $373K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,928 shares; 2024Q4: 20,430 shares; 2025Q1: 16,782 shares; 2025Q2: 16,327 shares; 2025Q3: 15,892 shares; 2025Q4: 14,966 shares 14,966 $373K 0.01% -926 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,652 shares; 2025Q3: 1,658 shares; 2025Q4: 1,668 shares 1,668 $371K 0.01% +10 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 412 shares; 2025Q1: not reported; 2025Q2: 564 shares; 2025Q3: not reported; 2025Q4: 655 shares 655 $371K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,535 shares; 2025Q2: 1,655 shares; 2025Q3: 1,582 shares; 2025Q4: 2,278 shares 2,278 $371K 0.01% +696 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,151 shares; 2025Q2: 111,410 shares; 2025Q3: 10,281 shares; 2025Q4: 8,222 shares 8,222 $370K 0.01% -2,059 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 2,015 shares; 2025Q1: 2,627 shares; 2025Q2: 2,288 shares; 2025Q3: 2,240 shares; 2025Q4: 2,785 shares 2,785 $370K 0.01% +545 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,275 shares; 2025Q1: 1,310 shares; 2025Q2: 5,284 shares; 2025Q3: 5,284 shares; 2025Q4: 5,678 shares 5,678 $365K 0.01% +394 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: 1,340 shares; 2024Q4: 1,349 shares; 2025Q1: 1,424 shares; 2025Q2: 2,057 shares; 2025Q3: 1,909 shares; 2025Q4: 1,710 shares 1,710 $363K 0.01% -199 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: 7,063 shares; 2024Q4: 9,450 shares; 2025Q1: 7,848 shares; 2025Q2: 9,889 shares; 2025Q3: 10,086 shares; 2025Q4: 8,851 shares 8,851 $361K 0.01% -1,235 Timeline FSMD 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: 174,411 shares; 2024Q4: 221,454 shares; 2025Q1: 128,627 shares; 2025Q2: 7,156 shares; 2025Q3: 8,378 shares; 2025Q4: 8,147 shares 8,147 $360K 0.01% -231 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,222 shares; 2024Q4: 21,948 shares; 2025Q1: 28,520 shares; 2025Q2: 4,506 shares; 2025Q3: 5,477 shares; 2025Q4: 3,618 shares 3,618 $339K 0.01% -1,859 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,183 shares; 2025Q1: 1,322 shares; 2025Q2: 1,337 shares; 2025Q3: 1,247 shares; 2025Q4: 1,083 shares 1,083 $338K 0.01% -164 Timeline UNIY 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: 6,804 shares; 2024Q4: 6,810 shares; 2025Q1: 6,829 shares; 2025Q2: 6,835 shares; 2025Q3: 6,841 shares; 2025Q4: 6,848 shares 6,848 $336K 0.01% +7 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,719 shares; 2024Q4: 5,719 shares; 2025Q1: 14,778 shares; 2025Q2: 6,246 shares; 2025Q3: 5,740 shares; 2025Q4: 5,740 shares 5,740 $334K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,799 shares; 2025Q3: 18,942 shares; 2025Q4: 19,158 shares 19,158 $332K 0.01% +216 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 2,817 shares; 2025Q1: 3,357 shares; 2025Q2: 1,657 shares; 2025Q3: 1,401 shares; 2025Q4: 1,237 shares 1,237 $332K 0.01% -164 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 3,271 shares; 2025Q1: 2,860 shares; 2025Q2: 3,693 shares; 2025Q3: 3,685 shares; 2025Q4: 7,347 shares 7,347 $329K 0.01% +3,662 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 4,620 shares; 2025Q1: 4,110 shares; 2025Q2: 3,600 shares; 2025Q3: 3,954 shares; 2025Q4: 3,838 shares 3,838 $323K 0.01% -116 Timeline PPA 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: 12,863 shares; 2025Q2: 17,919 shares; 2025Q3: 2,259 shares; 2025Q4: 2,063 shares 2,063 $323K 0.01% -196 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,642 shares; 2025Q4: 1,654 shares 1,654 $320K 0.01% +12 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,913 shares; 2025Q1: 3,184 shares; 2025Q2: 3,387 shares; 2025Q3: 3,985 shares; 2025Q4: 3,962 shares 3,962 $313K 0.01% -23 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 455 shares 455 $307K 0.01% new Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,340 shares; 2025Q2: 7,301 shares; 2025Q3: 7,116 shares; 2025Q4: 6,909 shares 6,909 $303K 0.01% -207 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,432 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,452 shares 4,452 $301K 0.01% new Timeline USXF 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: 5,810 shares; 2025Q2: 5,293 shares; 2025Q3: 5,293 shares; 2025Q4: 5,222 shares 5,222 $301K 0.01% -71 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,283 shares; 2025Q1: 1,832 shares; 2025Q2: 1,619 shares; 2025Q3: 1,438 shares; 2025Q4: 1,292 shares 1,292 $299K 0.01% -146 Timeline IYH 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: 5,371 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,910 shares; 2025Q4: 4,565 shares 4,565 $297K 0.01% -345 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: 2,292 shares; 2025Q2: 2,427 shares; 2025Q3: 2,549 shares; 2025Q4: 2,548 shares 2,548 $294K 0.01% -1 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 442 shares; 2025Q1: 531 shares; 2025Q2: 504 shares; 2025Q3: 566 shares; 2025Q4: 555 shares 555 $290K 0.01% -11 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,289 shares 4,289 $288K 0.01% new Timeline SPHD 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: 5,991 shares; 2024Q4: 5,991 shares; 2025Q1: 5,991 shares; 2025Q2: 5,991 shares; 2025Q3: 5,991 shares; 2025Q4: 5,991 shares 5,991 $288K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,628 shares; 2025Q4: 2,871 shares 2,871 $287K 0.01% +243 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: 2,922 shares; 2024Q4: 1,924 shares; 2025Q1: 3,002 shares; 2025Q2: 3,348 shares; 2025Q3: 3,152 shares; 2025Q4: 2,542 shares 2,542 $285K 0.01% -610 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,618 shares; 2025Q1: 1,156 shares; 2025Q2: 1,125 shares; 2025Q3: 1,028 shares; 2025Q4: 1,243 shares 1,243 $285K 0.01% +215 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,540 shares; 2025Q3: 4,676 shares; 2025Q4: 4,676 shares 4,676 $283K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,323 shares; 2025Q1: 978 shares; 2025Q2: 1,032 shares; 2025Q3: 1,019 shares; 2025Q4: 1,011 shares 1,011 $278K 0.01% -8 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,952 shares; 2025Q1: 2,245 shares; 2025Q2: 2,130 shares; 2025Q3: 1,844 shares; 2025Q4: 1,790 shares 1,790 $277K 0.01% -54 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 640 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 541 shares 541 $276K 0.01% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: not reported; 2025Q1: 1,633 shares; 2025Q2: 1,637 shares; 2025Q3: 1,685 shares; 2025Q4: 1,687 shares 1,687 $276K 0.01% +2 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,013 shares; 2025Q4: 2,096 shares 2,096 $275K 0.01% +83 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 1,225 shares; 2025Q1: 908 shares; 2025Q2: 1,030 shares; 2025Q3: 1,049 shares; 2025Q4: 634 shares 634 $271K 0.01% -415 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,886 shares; 2025Q1: 11,080 shares; 2025Q2: 13,676 shares; 2025Q3: 13,863 shares; 2025Q4: 14,052 shares 14,052 $270K 0.01% +189 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,039 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,239 shares; 2025Q3: 7,291 shares; 2025Q4: 7,393 shares 7,393 $268K 0.01% +102 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,403 shares; 2025Q3: 3,110 shares; 2025Q4: 3,142 shares 3,142 $266K 0.01% +32 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: 1,813 shares; 2024Q4: 1,763 shares; 2025Q1: 2,043 shares; 2025Q2: 1,669 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares 1,712 $266K 0.01% 0 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 197,148 shares; 2025Q2: 290,978 shares; 2025Q3: 11,643 shares; 2025Q4: 8,221 shares 8,221 $264K 0.01% -3,422 Timeline GDX 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: 4,901 shares; 2025Q2: not reported; 2025Q3: 3,042 shares; 2025Q4: 3,045 shares 3,045 $261K 0.01% +3 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,258 shares; 2025Q4: 1,405 shares 1,405 $259K 0.01% +147 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 686 shares; 2025Q3: 715 shares; 2025Q4: 717 shares 717 $256K 0.01% +2 Timeline FIDI 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: 15,456 shares; 2024Q4: 15,496 shares; 2025Q1: 15,535 shares; 2025Q2: 14,088 shares; 2025Q3: 10,383 shares; 2025Q4: 9,873 shares 9,873 $256K 0.01% -510 Timeline IYJ 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: 1,646 shares; 2025Q4: 1,706 shares 1,706 $253K 0.01% +60 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: 4,567 shares; 2024Q4: 4,592 shares; 2025Q1: 4,339 shares; 2025Q2: 4,337 shares; 2025Q3: 2,807 shares; 2025Q4: 2,566 shares 2,566 $247K 0.01% -241 Timeline PAVE 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: 38,253 shares; 2025Q2: 50,759 shares; 2025Q3: 5,979 shares; 2025Q4: 5,102 shares 5,102 $244K 0.01% -877 Timeline XB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,135 shares 6,135 $242K 0.01% new Timeline IYC 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: 2,575 shares; 2025Q4: 2,338 shares 2,338 $241K 0.01% -237 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,314 shares; 2025Q2: 3,414 shares; 2025Q3: 3,459 shares; 2025Q4: 3,423 shares 3,423 $240K 0.01% -36 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,263 shares; 2025Q4: 3,218 shares 3,218 $239K 0.01% -45 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,195 shares; 2025Q4: 6,518 shares 6,518 $236K 0.01% +323 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: not reported; 2024Q4: 1,573 shares; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: 1,556 shares; 2025Q4: 1,556 shares 1,556 $232K 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS 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: 2,215 shares; 2025Q2: not reported; 2025Q3: 2,158 shares; 2025Q4: 2,168 shares 2,168 $228K 0.01% +10 Timeline XLF 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: 4,127 shares; 2025Q4: 4,112 shares 4,112 $225K 0.01% -15 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,588 shares; 2025Q2: 5,350 shares; 2025Q3: 5,622 shares; 2025Q4: 5,567 shares 5,567 $223K 0.01% -55 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,429 shares; 2024Q4: 3,796 shares; 2025Q1: 3,379 shares; 2025Q2: 5,313 shares; 2025Q3: 3,732 shares; 2025Q4: 4,140 shares 4,140 $223K 0.01% +408 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,401 shares; 2024Q4: 4,896 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,132 shares 4,132 $220K 0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180 shares 180 $219K 0.01% new Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,549 shares; 2025Q4: 3,244 shares 3,244 $217K 0.01% -305 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,406 shares; 2025Q2: 3,042 shares; 2025Q3: 3,046 shares; 2025Q4: 2,034 shares 2,034 $217K 0.01% -1,012 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,435 shares; 2025Q4: 3,533 shares 3,533 $212K 0.01% +98 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,415 shares 2,415 $212K 0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,690 shares; 2025Q4: 7,690 shares 7,690 $209K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,359 shares; 2025Q3: 4,206 shares; 2025Q4: 4,182 shares 4,182 $209K 0.01% -24 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,535 shares 1,535 $208K 0.01% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,317 shares 7,317 $205K 0.01% new Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 422 shares; 2025Q1: 419 shares; 2025Q2: 447 shares; 2025Q3: 441 shares; 2025Q4: 419 shares 419 $203K 0.01% -22 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,207 shares; 2025Q4: 1,094 shares 1,094 $203K 0.01% -113 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 709 shares 709 $202K 0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 4,487 shares 4,487 $201K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,809 shares; 2025Q3: 15,865 shares; 2025Q4: 16,870 shares 16,870 $198K 0.01% +1,005 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L 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: 10,000 shares 10,000 $180K 0.01% new Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares 100,000 $171K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,086 shares; 2025Q3: 11,230 shares; 2025Q4: 11,556 shares 11,556 $152K 0.01% +326 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,995 shares; 2025Q3: not reported; 2025Q4: 12,325 shares 12,325 $125K <0.01% new Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES 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: 13,433 shares; 2025Q2: 13,580 shares; 2025Q3: 13,433 shares; 2025Q4: 11,225 shares 11,225 $96.4K <0.01% -2,208 Timeline DCH DAUCH CORP More: the full row for DAUCH 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: 13,136 shares; 2025Q3: not reported; 2025Q4: 13,928 shares 13,928 $89.3K <0.01% new Timeline