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: 859,091 shares; 2024Q4: 1,034,295 shares; 2025Q1: 1,482,650 shares; 2025Q2: 1,562,640 shares; 2025Q3: 1,722,849 shares; 2025Q4: 1,821,477 shares 1,821,477 $90.1M 16.46% +98,628 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: 140,373 shares; 2024Q4: 142,199 shares; 2025Q1: 144,441 shares; 2025Q2: 145,259 shares; 2025Q3: 144,256 shares; 2025Q4: 144,060 shares 144,060 $31.7M 5.79% -196 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: 163,840 shares; 2024Q4: 162,923 shares; 2025Q1: 161,887 shares; 2025Q2: 160,148 shares; 2025Q3: 157,879 shares; 2025Q4: 156,558 shares 156,558 $29.9M 5.46% -1,321 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: 587,337 shares; 2024Q4: 588,335 shares; 2025Q1: 590,521 shares; 2025Q2: 580,277 shares; 2025Q3: 584,852 shares; 2025Q4: 584,642 shares 584,642 $20.1M 3.68% -210 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,943 shares; 2024Q4: 399,304 shares; 2025Q1: 404,504 shares; 2025Q2: 403,599 shares; 2025Q3: 398,173 shares; 2025Q4: 394,842 shares 394,842 $17.9M 3.26% -3,331 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,946 shares; 2024Q4: 102,045 shares; 2025Q1: 99,747 shares; 2025Q2: 93,413 shares; 2025Q3: 85,498 shares; 2025Q4: 80,476 shares 80,476 $17M 3.11% -5,022 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: 54,487 shares; 2024Q4: 53,542 shares; 2025Q1: 53,220 shares; 2025Q2: 52,063 shares; 2025Q3: 51,736 shares; 2025Q4: 50,379 shares 50,379 $15.8M 2.88% -1,357 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: 121,750 shares; 2024Q4: 184,346 shares; 2025Q1: 187,502 shares; 2025Q2: 202,076 shares; 2025Q3: 244,320 shares; 2025Q4: 257,299 shares 257,299 $15.1M 2.76% +12,979 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: 168,454 shares; 2025Q1: 222,279 shares; 2025Q2: 236,529 shares; 2025Q3: 269,993 shares; 2025Q4: 305,609 shares 305,609 $14.7M 2.68% +35,616 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: 31,240 shares; 2024Q4: 30,813 shares; 2025Q1: 29,700 shares; 2025Q2: 29,375 shares; 2025Q3: 28,857 shares; 2025Q4: 28,834 shares 28,834 $14.5M 2.65% -23 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: 22,625 shares; 2024Q4: 22,320 shares; 2025Q1: 22,236 shares; 2025Q2: 21,752 shares; 2025Q3: 21,018 shares; 2025Q4: 20,907 shares 20,907 $10.1M 1.85% -111 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: 37,351 shares; 2024Q4: 37,150 shares; 2025Q1: 36,602 shares; 2025Q2: 36,007 shares; 2025Q3: 36,002 shares; 2025Q4: 35,897 shares 35,897 $9.76M 1.78% -105 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,278 shares; 2024Q4: 60,468 shares; 2025Q1: 71,072 shares; 2025Q2: 64,586 shares; 2025Q3: 78,137 shares; 2025Q4: 82,590 shares 82,590 $8.29M 1.51% +4,453 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: 24,416 shares; 2024Q4: 24,408 shares; 2025Q1: 24,561 shares; 2025Q2: 23,912 shares; 2025Q3: 22,714 shares; 2025Q4: 22,368 shares 22,368 $7.53M 1.38% -346 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: 212,673 shares; 2024Q4: 218,999 shares; 2025Q1: 224,541 shares; 2025Q2: 224,160 shares; 2025Q3: 219,458 shares; 2025Q4: 219,120 shares 219,120 $7.25M 1.32% -338 Timeline RSPU 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: 26,716 shares; 2024Q4: 35,879 shares; 2025Q1: 68,329 shares; 2025Q2: 85,422 shares; 2025Q3: 91,967 shares; 2025Q4: 94,394 shares 94,394 $7.06M 1.29% +2,427 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: 93,069 shares; 2024Q4: 90,910 shares; 2025Q1: 90,505 shares; 2025Q2: 89,486 shares; 2025Q3: 87,985 shares; 2025Q4: 87,748 shares 87,748 $7.04M 1.29% -237 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: 23,341 shares; 2024Q4: 22,924 shares; 2025Q1: 22,245 shares; 2025Q2: 21,916 shares; 2025Q3: 21,539 shares; 2025Q4: 21,169 shares 21,169 $6.82M 1.25% -370 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,041 shares; 2024Q4: 130,252 shares; 2025Q1: 124,100 shares; 2025Q2: 93,927 shares; 2025Q3: 78,939 shares; 2025Q4: 80,549 shares 80,549 $6.42M 1.17% +1,610 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: 37,604 shares; 2024Q4: 37,148 shares; 2025Q1: 36,858 shares; 2025Q2: 36,208 shares; 2025Q3: 33,783 shares; 2025Q4: 32,683 shares 32,683 $5.99M 1.1% -1,100 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: 15,254 shares; 2024Q4: 14,790 shares; 2025Q1: 13,671 shares; 2025Q2: 12,739 shares; 2025Q3: 11,126 shares; 2025Q4: 10,330 shares 10,330 $5.92M 1.08% -796 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: 29,569 shares; 2024Q4: 29,588 shares; 2025Q1: 31,079 shares; 2025Q2: 30,524 shares; 2025Q3: 29,670 shares; 2025Q4: 28,520 shares 28,520 $5.9M 1.08% -1,150 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: 42,122 shares; 2024Q4: 41,446 shares; 2025Q1: 41,216 shares; 2025Q2: 40,785 shares; 2025Q3: 40,655 shares; 2025Q4: 40,697 shares 40,697 $5.83M 1.07% +42 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,911 shares; 2024Q4: 121,739 shares; 2025Q1: 141,075 shares; 2025Q2: 145,873 shares; 2025Q3: 162,688 shares; 2025Q4: 169,829 shares 169,829 $5.81M 1.06% +7,141 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,560 shares; 2024Q4: 77,125 shares; 2025Q1: 69,866 shares; 2025Q2: 67,946 shares; 2025Q3: 63,191 shares; 2025Q4: 62,531 shares 62,531 $5.72M 1.04% -660 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: 16,218 shares; 2024Q4: 16,480 shares; 2025Q1: 16,049 shares; 2025Q2: 16,675 shares; 2025Q3: 17,363 shares; 2025Q4: 16,929 shares 16,929 $5.68M 1.04% -434 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,088 shares; 2024Q4: 43,938 shares; 2025Q1: 40,005 shares; 2025Q2: 41,321 shares; 2025Q3: 41,760 shares; 2025Q4: 39,878 shares 39,878 $5.63M 1.03% -1,882 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,273 shares; 2024Q4: 178,591 shares; 2025Q1: 189,719 shares; 2025Q2: 193,308 shares; 2025Q3: 209,952 shares; 2025Q4: 233,262 shares 233,262 $5.28M 0.96% +23,310 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: 21,917 shares; 2024Q4: 28,478 shares; 2025Q1: 69,256 shares; 2025Q2: 75,188 shares; 2025Q3: 77,726 shares; 2025Q4: 84,444 shares 84,444 $5.03M 0.92% +6,718 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: 70,759 shares; 2024Q4: 70,539 shares; 2025Q1: 68,763 shares; 2025Q2: 67,955 shares; 2025Q3: 66,541 shares; 2025Q4: 64,288 shares 64,288 $4.95M 0.9% -2,253 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: 23,617 shares; 2024Q4: 21,962 shares; 2025Q1: 18,966 shares; 2025Q2: 17,203 shares; 2025Q3: 14,358 shares; 2025Q4: 13,346 shares 13,346 $4.62M 0.84% -1,012 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: 43,611 shares; 2024Q4: 42,636 shares; 2025Q1: 43,059 shares; 2025Q2: 43,051 shares; 2025Q3: 41,448 shares; 2025Q4: 41,495 shares 41,495 $4.4M 0.8% +47 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: 22,172 shares; 2024Q4: 22,125 shares; 2025Q1: 21,130 shares; 2025Q2: 20,843 shares; 2025Q3: 20,679 shares; 2025Q4: 21,227 shares 21,227 $4.14M 0.76% +548 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: 12,276 shares; 2024Q4: 12,390 shares; 2025Q1: 11,823 shares; 2025Q2: 11,777 shares; 2025Q3: 11,629 shares; 2025Q4: 11,621 shares 11,621 $3.8M 0.69% -8 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,884 shares; 2024Q4: 23,414 shares; 2025Q1: 23,555 shares; 2025Q2: 23,295 shares; 2025Q3: 23,004 shares; 2025Q4: 23,083 shares 23,083 $3.32M 0.61% +79 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: 3,076 shares; 2024Q4: 3,018 shares; 2025Q1: 3,065 shares; 2025Q2: 3,032 shares; 2025Q3: 3,041 shares; 2025Q4: 3,056 shares 3,056 $3.27M 0.6% +15 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: 14,017 shares; 2024Q4: 13,963 shares; 2025Q1: 13,274 shares; 2025Q2: 13,145 shares; 2025Q3: 12,770 shares; 2025Q4: 12,802 shares 12,802 $3.17M 0.58% +32 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: 20,486 shares; 2024Q4: 20,290 shares; 2025Q1: 20,313 shares; 2025Q2: 20,317 shares; 2025Q3: 20,344 shares; 2025Q4: 20,407 shares 20,407 $3.11M 0.57% +63 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: 59,800 shares; 2024Q4: 58,252 shares; 2025Q1: 56,763 shares; 2025Q2: 56,532 shares; 2025Q3: 54,988 shares; 2025Q4: 53,841 shares 53,841 $2.96M 0.54% -1,147 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: 26,104 shares; 2024Q4: 26,128 shares; 2025Q1: 25,501 shares; 2025Q2: 25,173 shares; 2025Q3: 24,630 shares; 2025Q4: 25,083 shares 25,083 $2.87M 0.52% +453 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,055 shares; 2024Q4: 43,413 shares; 2025Q1: 43,192 shares; 2025Q2: 42,612 shares; 2025Q3: 42,360 shares; 2025Q4: 42,222 shares 42,222 $2.74M 0.5% -138 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: 13,332 shares; 2024Q4: 13,102 shares; 2025Q1: 12,247 shares; 2025Q2: 12,039 shares; 2025Q3: 12,028 shares; 2025Q4: 11,884 shares 11,884 $2.74M 0.5% -144 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: 8,151 shares; 2024Q4: 7,218 shares; 2025Q1: 7,262 shares; 2025Q2: 7,427 shares; 2025Q3: 7,628 shares; 2025Q4: 7,730 shares 7,730 $2.55M 0.47% +102 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: 16,372 shares; 2024Q4: 16,730 shares; 2025Q1: 17,662 shares; 2025Q2: 18,384 shares; 2025Q3: 17,326 shares; 2025Q4: 17,461 shares 17,461 $2.53M 0.46% +135 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,844 shares; 2024Q4: 36,301 shares; 2025Q1: 36,202 shares; 2025Q2: 36,534 shares; 2025Q3: 35,878 shares; 2025Q4: 35,556 shares 35,556 $2.38M 0.44% -322 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,896 shares; 2024Q4: 22,952 shares; 2025Q1: 22,631 shares; 2025Q2: 24,815 shares; 2025Q3: 24,190 shares; 2025Q4: 23,587 shares 23,587 $2.31M 0.42% -603 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: 4,374 shares; 2024Q4: 4,154 shares; 2025Q1: 4,108 shares; 2025Q2: 4,064 shares; 2025Q3: 4,038 shares; 2025Q4: 4,034 shares 4,034 $2.3M 0.42% -4 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,902 shares; 2024Q4: 19,788 shares; 2025Q1: 19,436 shares; 2025Q2: 19,352 shares; 2025Q3: 18,873 shares; 2025Q4: 18,373 shares 18,373 $2.21M 0.4% -500 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: 2,077 shares; 2024Q4: 3,173 shares; 2025Q1: 9,033 shares; 2025Q2: 11,303 shares; 2025Q3: 11,506 shares; 2025Q4: 11,651 shares 11,651 $2.12M 0.39% +145 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: 9,665 shares; 2024Q4: 9,759 shares; 2025Q1: 9,684 shares; 2025Q2: 9,656 shares; 2025Q3: 9,215 shares; 2025Q4: 9,011 shares 9,011 $2.08M 0.38% -204 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 6,678 shares; 2025Q1: 8,934 shares; 2025Q2: 10,303 shares; 2025Q3: 10,419 shares; 2025Q4: 10,679 shares 10,679 $2.07M 0.38% +260 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,725 shares; 2025Q1: 13,111 shares; 2025Q2: 16,477 shares; 2025Q3: 27,146 shares; 2025Q4: 40,737 shares 40,737 $2.06M 0.38% +13,591 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,665 shares; 2024Q4: 16,704 shares; 2025Q1: 16,809 shares; 2025Q2: 17,011 shares; 2025Q3: 16,894 shares; 2025Q4: 16,693 shares 16,693 $2.02M 0.37% -201 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,670 shares; 2025Q1: 2,892 shares; 2025Q2: 3,556 shares; 2025Q3: 3,717 shares; 2025Q4: 3,768 shares 3,768 $2.01M 0.37% +51 Timeline BWZ 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: 44,857 shares; 2025Q2: 50,255 shares; 2025Q3: 65,807 shares; 2025Q4: 70,522 shares 70,522 $1.93M 0.35% +4,715 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,373 shares; 2024Q4: 17,964 shares; 2025Q1: 18,172 shares; 2025Q2: 18,385 shares; 2025Q3: 19,191 shares; 2025Q4: 18,927 shares 18,927 $1.71M 0.31% -264 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,919 shares; 2025Q1: 4,959 shares; 2025Q2: 6,376 shares; 2025Q3: 6,657 shares; 2025Q4: 6,720 shares 6,720 $1.53M 0.28% +63 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,185 shares; 2024Q4: 11,519 shares; 2025Q1: 11,806 shares; 2025Q2: 11,799 shares; 2025Q3: 10,800 shares; 2025Q4: 9,299 shares 9,299 $1.5M 0.27% -1,501 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: not reported; 2024Q4: not reported; 2025Q1: 1,708 shares; 2025Q2: 3,106 shares; 2025Q3: 3,853 shares; 2025Q4: 4,254 shares 4,254 $1.49M 0.27% +401 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: 507 shares; 2024Q4: 367 shares; 2025Q1: 4,499 shares; 2025Q2: 4,691 shares; 2025Q3: 4,873 shares; 2025Q4: 4,574 shares 4,574 $1.44M 0.26% -299 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: 39,695 shares; 2024Q4: 39,087 shares; 2025Q1: 39,067 shares; 2025Q2: 38,964 shares; 2025Q3: 38,632 shares; 2025Q4: 38,569 shares 38,569 $1.4M 0.26% -63 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: 10,350 shares; 2024Q4: 8,915 shares; 2025Q1: 11,347 shares; 2025Q2: 12,610 shares; 2025Q3: 13,973 shares; 2025Q4: 14,068 shares 14,068 $1.36M 0.25% +95 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: not reported; 2024Q4: 1,350 shares; 2025Q1: 2,637 shares; 2025Q2: 2,881 shares; 2025Q3: 3,452 shares; 2025Q4: 4,324 shares 4,324 $1.36M 0.25% +872 Timeline PDN 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: 33,084 shares; 2024Q4: 33,862 shares; 2025Q1: 33,146 shares; 2025Q2: 32,575 shares; 2025Q3: 31,257 shares; 2025Q4: 31,051 shares 31,051 $1.31M 0.24% -206 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: 24,459 shares; 2024Q4: 24,918 shares; 2025Q1: 25,877 shares; 2025Q2: 25,013 shares; 2025Q3: 24,295 shares; 2025Q4: 23,888 shares 23,888 $1.28M 0.23% -407 Timeline TGT TARGET CORP More: the full row for TARGET 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: 4,768 shares; 2025Q2: 9,934 shares; 2025Q3: 12,325 shares; 2025Q4: 13,120 shares 13,120 $1.28M 0.23% +795 Timeline GUNR 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: 27,048 shares; 2024Q4: 25,745 shares; 2025Q1: 29,361 shares; 2025Q2: 28,370 shares; 2025Q3: 28,035 shares; 2025Q4: 27,381 shares 27,381 $1.26M 0.23% -654 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,149 shares; 2025Q1: 31,875 shares; 2025Q2: 44,868 shares; 2025Q3: 46,407 shares; 2025Q4: 48,232 shares 48,232 $1.21M 0.22% +1,825 Timeline VONE 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: 15,618 shares; 2024Q4: 15,676 shares; 2025Q1: 5,470 shares; 2025Q2: 5,133 shares; 2025Q3: 4,652 shares; 2025Q4: 3,860 shares 3,860 $1.19M 0.22% -792 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,436 shares; 2024Q4: 32,576 shares; 2025Q1: 32,762 shares; 2025Q2: 32,908 shares; 2025Q3: 31,513 shares; 2025Q4: 30,856 shares 30,856 $1.19M 0.22% -657 Timeline GQRE 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: 19,595 shares; 2024Q4: 19,713 shares; 2025Q1: 20,318 shares; 2025Q2: 19,676 shares; 2025Q3: 19,612 shares; 2025Q4: 19,932 shares 19,932 $1.17M 0.21% +320 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,917 shares; 2025Q1: 3,665 shares; 2025Q2: 3,538 shares; 2025Q3: 3,476 shares; 2025Q4: 3,338 shares 3,338 $1.14M 0.21% -138 Timeline TCAF 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: 31,030 shares; 2024Q4: 31,745 shares; 2025Q1: 32,061 shares; 2025Q2: 32,144 shares; 2025Q3: 30,631 shares; 2025Q4: 29,600 shares 29,600 $1.13M 0.21% -1,031 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: 25,604 shares; 2024Q4: 25,737 shares; 2025Q1: 25,902 shares; 2025Q2: 25,851 shares; 2025Q3: 24,966 shares; 2025Q4: 24,873 shares 24,873 $1.12M 0.2% -93 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,318 shares; 2024Q4: 10,550 shares; 2025Q1: 11,399 shares; 2025Q2: 11,388 shares; 2025Q3: 31,236 shares; 2025Q4: 35,641 shares 35,641 $1.08M 0.2% +4,405 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,415 shares; 2025Q2: 16,586 shares; 2025Q3: 17,074 shares; 2025Q4: 18,382 shares 18,382 $1.06M 0.19% +1,308 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: 9,088 shares; 2024Q4: 8,550 shares; 2025Q1: 8,827 shares; 2025Q2: 8,626 shares; 2025Q3: 8,626 shares; 2025Q4: 8,698 shares 8,698 $1.05M 0.19% +72 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: 268 shares; 2024Q4: 3,042 shares; 2025Q1: 6,813 shares; 2025Q2: 8,227 shares; 2025Q3: 9,350 shares; 2025Q4: 10,790 shares 10,790 $1.04M 0.19% +1,440 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: 15,745 shares; 2024Q4: 15,828 shares; 2025Q1: 12,684 shares; 2025Q2: 12,562 shares; 2025Q3: 10,960 shares; 2025Q4: 10,824 shares 10,824 $1.01M 0.18% -136 Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 3,205 shares; 2025Q2: 7,838 shares; 2025Q3: 10,468 shares; 2025Q4: 11,228 shares 11,228 $995K 0.18% +760 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,226 shares; 2025Q1: 5,028 shares; 2025Q2: 4,425 shares; 2025Q3: 2,400 shares; 2025Q4: 2,011 shares 2,011 $940K 0.17% -389 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 3,762 shares; 2025Q1: 3,672 shares; 2025Q2: 3,543 shares; 2025Q3: 3,521 shares; 2025Q4: 3,538 shares 3,538 $931K 0.17% +17 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: 4,362 shares; 2024Q4: 3,813 shares; 2025Q1: 3,835 shares; 2025Q2: 3,975 shares; 2025Q3: 3,866 shares; 2025Q4: 3,740 shares 3,740 $902K 0.16% -126 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 356 shares; 2025Q1: 2,353 shares; 2025Q2: 6,291 shares; 2025Q3: 7,866 shares; 2025Q4: 8,998 shares 8,998 $880K 0.16% +1,132 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,480 shares; 2024Q4: 5,205 shares; 2025Q1: 6,132 shares; 2025Q2: 7,235 shares; 2025Q3: 8,842 shares; 2025Q4: 8,759 shares 8,759 $869K 0.16% -83 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,859 shares; 2024Q4: 19,473 shares; 2025Q1: 18,382 shares; 2025Q2: 17,633 shares; 2025Q3: 17,883 shares; 2025Q4: 17,898 shares 17,898 $856K 0.16% +15 Timeline AES AES CORP More: the full row for AES 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: 62,049 shares; 2025Q3: 61,383 shares; 2025Q4: 59,511 shares 59,511 $853K 0.16% -1,872 Timeline BILS 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: 45,559 shares; 2024Q4: 46,255 shares; 2025Q1: 18,110 shares; 2025Q2: 11,973 shares; 2025Q3: 7,121 shares; 2025Q4: 8,592 shares 8,592 $852K 0.16% +1,471 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 8,054 shares; 2025Q1: 9,111 shares; 2025Q2: 9,641 shares; 2025Q3: 10,523 shares; 2025Q4: 10,389 shares 10,389 $847K 0.15% -134 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,514 shares; 2024Q4: 11,098 shares; 2025Q1: 7,410 shares; 2025Q2: 7,336 shares; 2025Q3: 7,631 shares; 2025Q4: 7,554 shares 7,554 $833K 0.15% -77 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: 12,843 shares; 2024Q4: 14,587 shares; 2025Q1: 15,706 shares; 2025Q2: 16,487 shares; 2025Q3: 16,645 shares; 2025Q4: 16,624 shares 16,624 $830K 0.15% -21 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,551 shares; 2025Q1: 1,690 shares; 2025Q2: not reported; 2025Q3: 8,329 shares; 2025Q4: 9,789 shares 9,789 $826K 0.15% +1,460 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,627 shares; 2024Q4: 7,407 shares; 2025Q1: 6,744 shares; 2025Q2: 6,595 shares; 2025Q3: 6,134 shares; 2025Q4: 5,984 shares 5,984 $822K 0.15% -150 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,997 shares; 2025Q2: 7,386 shares; 2025Q3: 9,664 shares; 2025Q4: 11,027 shares 11,027 $813K 0.15% +1,363 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,705 shares; 2024Q4: 11,074 shares; 2025Q1: 24,504 shares; 2025Q2: 30,099 shares; 2025Q3: 31,864 shares; 2025Q4: 32,445 shares 32,445 $808K 0.15% +581 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: 9,264 shares; 2024Q4: 9,355 shares; 2025Q1: 6,283 shares; 2025Q2: 6,051 shares; 2025Q3: 6,323 shares; 2025Q4: 6,897 shares 6,897 $774K 0.14% +574 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: 907 shares; 2024Q4: 1,079 shares; 2025Q1: 745 shares; 2025Q2: 877 shares; 2025Q3: 916 shares; 2025Q4: 1,221 shares 1,221 $766K 0.14% +305 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: 39,828 shares; 2024Q4: 38,836 shares; 2025Q1: 36,049 shares; 2025Q2: 29,873 shares; 2025Q3: 17,541 shares; 2025Q4: 14,077 shares 14,077 $758K 0.14% -3,464 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: 7,827 shares; 2024Q4: 24,857 shares; 2025Q1: 26,398 shares; 2025Q2: 27,268 shares; 2025Q3: 26,748 shares; 2025Q4: 27,437 shares 27,437 $747K 0.14% +689 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 2,631 shares; 2025Q1: 2,527 shares; 2025Q2: 2,667 shares; 2025Q3: 2,709 shares; 2025Q4: 3,011 shares 3,011 $744K 0.14% +302 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: 5,663 shares; 2024Q4: 4,808 shares; 2025Q1: 4,749 shares; 2025Q2: 4,796 shares; 2025Q3: 3,419 shares; 2025Q4: 3,731 shares 3,731 $727K 0.13% +312 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 971 shares; 2025Q1: 928 shares; 2025Q2: 922 shares; 2025Q3: 883 shares; 2025Q4: 824 shares 824 $724K 0.13% -59 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: 1,230 shares; 2024Q4: 1,190 shares; 2025Q1: 1,134 shares; 2025Q2: 1,128 shares; 2025Q3: 1,103 shares; 2025Q4: 1,049 shares 1,049 $692K 0.13% -54 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,598 shares; 2024Q4: 5,413 shares; 2025Q1: 4,580 shares; 2025Q2: 4,471 shares; 2025Q3: 4,308 shares; 2025Q4: 4,196 shares 4,196 $675K 0.12% -112 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,897 shares; 2024Q4: 6,617 shares; 2025Q1: 5,847 shares; 2025Q2: 5,738 shares; 2025Q3: 5,497 shares; 2025Q4: 5,349 shares 5,349 $670K 0.12% -148 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 4,309 shares; 2025Q1: 4,980 shares; 2025Q2: 5,447 shares; 2025Q3: 5,795 shares; 2025Q4: 6,509 shares 6,509 $656K 0.12% +714 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: 2,598 shares; 2024Q4: 2,589 shares; 2025Q1: 2,770 shares; 2025Q2: 2,763 shares; 2025Q3: 2,706 shares; 2025Q4: 2,525 shares 2,525 $649K 0.12% -181 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,544 shares; 2024Q4: 4,418 shares; 2025Q1: 3,945 shares; 2025Q2: 3,910 shares; 2025Q3: 3,764 shares; 2025Q4: 3,714 shares 3,714 $647K 0.12% -50 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: 3,361 shares; 2024Q4: 3,223 shares; 2025Q1: 2,908 shares; 2025Q2: 11,332 shares; 2025Q3: 10,542 shares; 2025Q4: 9,755 shares 9,755 $627K 0.11% -787 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: 7,015 shares; 2024Q4: 7,247 shares; 2025Q1: 4,875 shares; 2025Q2: 4,637 shares; 2025Q3: 4,811 shares; 2025Q4: 4,926 shares 4,926 $617K 0.11% +115 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,889 shares; 2024Q4: 63,089 shares; 2025Q1: 62,962 shares; 2025Q2: 55,723 shares; 2025Q3: 20,902 shares; 2025Q4: 13,239 shares 13,239 $616K 0.11% -7,663 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: 6,636 shares; 2024Q4: 6,328 shares; 2025Q1: 5,767 shares; 2025Q2: 5,660 shares; 2025Q3: 5,352 shares; 2025Q4: 5,126 shares 5,126 $595K 0.11% -226 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,146 shares; 2025Q1: 4,027 shares; 2025Q2: 4,007 shares; 2025Q3: 4,070 shares; 2025Q4: 3,959 shares 3,959 $590K 0.11% -111 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: 12,885 shares; 2024Q4: 14,609 shares; 2025Q1: 14,891 shares; 2025Q2: 15,413 shares; 2025Q3: 15,643 shares; 2025Q4: 15,417 shares 15,417 $588K 0.11% -226 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 6,974 shares 6,974 $554K 0.1% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,956 shares; 2025Q1: 1,863 shares; 2025Q2: 1,819 shares; 2025Q3: 1,822 shares; 2025Q4: 1,563 shares 1,563 $548K 0.1% -259 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: 5,341 shares; 2024Q4: 4,894 shares; 2025Q1: 5,131 shares; 2025Q2: 5,443 shares; 2025Q3: 4,869 shares; 2025Q4: 4,488 shares 4,488 $539K 0.1% -381 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,556 shares; 2024Q4: 15,336 shares; 2025Q1: 13,390 shares; 2025Q2: 13,141 shares; 2025Q3: 12,375 shares; 2025Q4: 11,512 shares 11,512 $533K 0.1% -863 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,513 shares; 2024Q4: 6,368 shares; 2025Q1: 6,012 shares; 2025Q2: 5,902 shares; 2025Q3: 6,132 shares; 2025Q4: 6,612 shares 6,612 $527K 0.1% +480 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,216 shares; 2025Q3: 19,165 shares; 2025Q4: 19,569 shares 19,569 $518K 0.09% +404 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: 5,852 shares; 2024Q4: 5,840 shares; 2025Q1: 7,256 shares; 2025Q2: 9,983 shares; 2025Q3: 12,540 shares; 2025Q4: 13,526 shares 13,526 $514K 0.09% +986 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,274 shares; 2025Q1: 2,152 shares; 2025Q2: 2,080 shares; 2025Q3: 2,031 shares; 2025Q4: 1,998 shares 1,998 $512K 0.09% -33 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 3,530 shares; 2025Q1: 3,170 shares; 2025Q2: 3,151 shares; 2025Q3: 3,176 shares; 2025Q4: 3,212 shares 3,212 $478K 0.09% +36 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,697 shares; 2025Q1: 1,860 shares; 2025Q2: 1,867 shares; 2025Q3: 1,842 shares; 2025Q4: 1,833 shares 1,833 $464K 0.08% -9 Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,607 shares; 2024Q4: 2,675 shares; 2025Q1: 2,989 shares; 2025Q2: 3,031 shares; 2025Q3: 3,144 shares; 2025Q4: 3,052 shares 3,052 $460K 0.08% -92 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 206 shares; 2025Q2: 199 shares; 2025Q3: 210 shares; 2025Q4: 211 shares 211 $454K 0.08% +1 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,878 shares; 2024Q4: 3,990 shares; 2025Q1: 4,247 shares; 2025Q2: 4,217 shares; 2025Q3: 4,404 shares; 2025Q4: 4,483 shares 4,483 $443K 0.08% +79 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,527 shares; 2024Q4: 14,356 shares; 2025Q1: 14,888 shares; 2025Q2: 14,943 shares; 2025Q3: 14,589 shares; 2025Q4: 14,543 shares 14,543 $440K 0.08% -46 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,234 shares; 2025Q1: 2,281 shares; 2025Q2: 2,264 shares; 2025Q3: 2,201 shares; 2025Q4: 2,083 shares 2,083 $426K 0.08% -118 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: not reported; 2025Q2: 8,932 shares; 2025Q3: 11,099 shares; 2025Q4: 15,734 shares 15,734 $422K 0.08% +4,635 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: 1,484 shares; 2024Q4: 1,486 shares; 2025Q1: 1,498 shares; 2025Q2: 1,429 shares; 2025Q3: 1,476 shares; 2025Q4: 1,543 shares 1,543 $414K 0.08% +67 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,522 shares; 2025Q1: 1,571 shares; 2025Q2: 1,578 shares; 2025Q3: 1,572 shares; 2025Q4: 1,686 shares 1,686 $409K 0.07% +114 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,196 shares; 2024Q4: 9,115 shares; 2025Q1: 9,128 shares; 2025Q2: 8,931 shares; 2025Q3: 9,427 shares; 2025Q4: 10,172 shares 10,172 $398K 0.07% +745 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: 794 shares; 2024Q4: 736 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 691 shares; 2025Q4: 685 shares 685 $397K 0.07% -6 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 4,702 shares; 2025Q1: 5,015 shares; 2025Q2: 5,073 shares; 2025Q3: 5,140 shares; 2025Q4: 5,191 shares 5,191 $392K 0.07% +51 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,435 shares; 2025Q1: 1,577 shares; 2025Q2: 1,589 shares; 2025Q3: 1,606 shares; 2025Q4: 1,609 shares 1,609 $388K 0.07% +3 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,803 shares; 2024Q4: 17,681 shares; 2025Q1: 17,681 shares; 2025Q2: 17,170 shares; 2025Q3: 17,170 shares; 2025Q4: 17,170 shares 17,170 $383K 0.07% 0 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: 3,098 shares; 2024Q4: 9,662 shares; 2025Q1: 12,439 shares; 2025Q2: 13,455 shares; 2025Q3: 13,000 shares; 2025Q4: 13,630 shares 13,630 $374K 0.07% +630 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: 4,178 shares; 2024Q4: 4,071 shares; 2025Q1: 3,962 shares; 2025Q2: 3,861 shares; 2025Q3: 3,745 shares; 2025Q4: 3,681 shares 3,681 $368K 0.07% -64 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: 707 shares; 2024Q4: 696 shares; 2025Q1: 736 shares; 2025Q2: 738 shares; 2025Q3: 744 shares; 2025Q4: 753 shares 753 $364K 0.07% +9 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 862 shares; 2025Q1: 862 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares 862 $364K 0.07% 0 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: 1,449 shares; 2024Q4: 1,470 shares; 2025Q1: 1,606 shares; 2025Q2: 1,617 shares; 2025Q3: 1,525 shares; 2025Q4: 1,530 shares 1,530 $351K 0.06% +5 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 2,550 shares; 2025Q1: 2,119 shares; 2025Q2: 2,119 shares; 2025Q3: 2,126 shares; 2025Q4: 2,146 shares 2,146 $344K 0.06% +20 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 1,983 shares; 2025Q1: 2,232 shares; 2025Q2: 2,233 shares; 2025Q3: 2,321 shares; 2025Q4: 2,517 shares 2,517 $343K 0.06% +196 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 2,903 shares; 2025Q1: 3,051 shares; 2025Q2: 3,042 shares; 2025Q3: 2,999 shares; 2025Q4: 3,094 shares 3,094 $341K 0.06% +95 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: 1,838 shares; 2024Q4: 1,805 shares; 2025Q1: 1,740 shares; 2025Q2: 1,639 shares; 2025Q3: 1,474 shares; 2025Q4: 1,403 shares 1,403 $340K 0.06% -71 Timeline FTV FORTIVE CORP More: the full row for FORTIVE 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: 4,818 shares; 2025Q2: 4,980 shares; 2025Q3: 5,894 shares; 2025Q4: 5,952 shares 5,952 $329K 0.06% +58 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,278 shares; 2025Q3: 5,382 shares; 2025Q4: 6,309 shares 6,309 $325K 0.06% +927 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,127 shares; 2024Q4: 22,096 shares; 2025Q1: 11,521 shares; 2025Q2: 9,753 shares; 2025Q3: 5,020 shares; 2025Q4: 5,088 shares 5,088 $324K 0.06% +68 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: 561 shares; 2024Q4: 554 shares; 2025Q1: 512 shares; 2025Q2: 498 shares; 2025Q3: 489 shares; 2025Q4: 489 shares 489 $324K 0.06% 0 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: 790 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares 770 $305K 0.06% 0 Timeline DXIV 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: 287 shares; 2025Q2: not reported; 2025Q3: 4,147 shares; 2025Q4: 4,496 shares 4,496 $293K 0.05% +349 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,527 shares; 2025Q1: 2,720 shares; 2025Q2: 2,738 shares; 2025Q3: 2,919 shares; 2025Q4: 3,555 shares 3,555 $290K 0.05% +636 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,602 shares; 2025Q3: 2,953 shares; 2025Q4: 3,274 shares 3,274 $288K 0.05% +321 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,488 shares; 2025Q1: 1,385 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,175 shares 2,175 $282K 0.05% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,978 shares; 2024Q4: 6,866 shares; 2025Q1: 6,862 shares; 2025Q2: 6,903 shares; 2025Q3: 6,912 shares; 2025Q4: 6,796 shares 6,796 $282K 0.05% -116 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: 6,885 shares; 2025Q3: 7,806 shares; 2025Q4: 8,589 shares 8,589 $280K 0.05% +783 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,599 shares; 2025Q4: 1,818 shares 1,818 $274K 0.05% +219 Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 4,443 shares; 2025Q2: not reported; 2025Q3: 10,038 shares; 2025Q4: 11,418 shares 11,418 $266K 0.05% +1,380 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,185 shares; 2025Q4: 3,559 shares 3,559 $262K 0.05% +374 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: 497 shares; 2024Q4: 497 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 421 shares; 2025Q4: 421 shares 421 $259K 0.05% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,454 shares; 2025Q1: 2,662 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,778 shares 3,778 $256K 0.05% new Timeline IMCG 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: 2,712 shares; 2025Q4: 3,153 shares 3,153 $252K 0.05% +441 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 647 shares; 2025Q1: 635 shares; 2025Q2: 632 shares; 2025Q3: 633 shares; 2025Q4: 648 shares 648 $249K 0.05% +15 Timeline HEINY HEINEKEN NV-SPN ADR More: the full row for HEINEKEN NV-SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 5,247 shares; 2025Q1: 5,676 shares; 2025Q2: 5,646 shares; 2025Q3: 5,787 shares; 2025Q4: 6,013 shares 6,013 $245K 0.04% +226 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: 11,418 shares; 2024Q4: 3,845 shares; 2025Q1: 2,621 shares; 2025Q2: 2,627 shares; 2025Q3: 2,713 shares; 2025Q4: 2,845 shares 2,845 $240K 0.04% +132 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,076 shares; 2025Q1: 1,187 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,211 shares 1,211 $235K 0.04% new Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 2,281 shares; 2025Q1: 1,752 shares; 2025Q2: 1,682 shares; 2025Q3: not reported; 2025Q4: 1,542 shares 1,542 $222K 0.04% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,386 shares; 2024Q4: 52,551 shares; 2025Q1: 16,690 shares; 2025Q2: 11,407 shares; 2025Q3: 1,772 shares; 2025Q4: 1,837 shares 1,837 $219K 0.04% +65 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: 1,691 shares; 2024Q4: 1,661 shares; 2025Q1: 1,685 shares; 2025Q2: 1,683 shares; 2025Q3: 1,632 shares; 2025Q4: 1,646 shares 1,646 $218K 0.04% +14 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: 402 shares; 2024Q4: 386 shares; 2025Q1: 254 shares; 2025Q2: 246 shares; 2025Q3: 237 shares; 2025Q4: 2,309 shares 2,309 $216K 0.04% +2,072 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: 836 shares; 2024Q4: 836 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 708 shares 708 $216K 0.04% +6 Timeline CNSWF CONSTELLATION SOFTWARE INC More: the full row for CONSTELLATION SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 87 shares; 2025Q3: 85 shares; 2025Q4: 89 shares 89 $214K 0.04% +4 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 295 shares; 2025Q1: 367 shares; 2025Q2: not reported; 2025Q3: 397 shares; 2025Q4: 419 shares 419 $214K 0.04% +22 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,050 shares 4,050 $208K 0.04% new Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,075 shares 4,075 $203K 0.04% new Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 951 shares; 2025Q1: 1,048 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares 1,141 $203K 0.04% new Timeline Chill Brands Group PLC Chill Brands Group PLC More: the full row for Chill Brands Group PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $318 <0.01% new Daybreak Oil & Gas Inc Daybreak Oil & Gas Inc More: the full row for Daybreak Oil & Gas 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: 295,000 shares; 2025Q2: 295,000 shares; 2025Q3: 295,000 shares; 2025Q4: 295,000 shares 295,000 $30 <0.01% 0 Ufood Restaurant Group Inc. Ufood Restaurant Group Inc. More: the full row for Ufood Restaurant Group Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $0 0% 0 Value filed as zero, left out of ratios.