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: 1,850,010 shares; 2024Q4: 3,433,982 shares; 2025Q1: 3,657,746 shares; 2025Q2: 3,901,103 shares; 2025Q3: 3,998,621 shares; 2025Q4: 6,500,481 shares 6,500,481 $257M 15.23% +2,501,860 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,471,670 shares 2,471,670 $134M 7.91% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,591 shares; 2024Q4: 199,250 shares; 2025Q1: 205,090 shares; 2025Q2: 220,864 shares; 2025Q3: 242,492 shares; 2025Q4: 416,566 shares 416,566 $104M 6.17% +174,074 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,234,872 shares 2,234,872 $104M 6.16% new 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: 311,014 shares; 2024Q4: 857,587 shares; 2025Q1: 1,020,922 shares; 2025Q2: 1,201,954 shares; 2025Q3: 1,282,293 shares; 2025Q4: 2,722,819 shares 2,722,819 $93.8M 5.55% +1,440,526 Timeline AVUV 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: 31,558 shares; 2024Q4: 92,882 shares; 2025Q1: 120,871 shares; 2025Q2: 161,297 shares; 2025Q3: 176,194 shares; 2025Q4: 662,794 shares 662,794 $67.6M 4% +486,600 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597,507 shares; 2024Q4: 1,041,822 shares; 2025Q1: 1,084,484 shares; 2025Q2: 1,222,395 shares; 2025Q3: 1,276,846 shares; 2025Q4: 1,363,267 shares 1,363,267 $65.9M 3.9% +86,421 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,326,778 shares 1,326,778 $63.9M 3.78% new 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: 280,295 shares; 2024Q4: 480,408 shares; 2025Q1: 502,492 shares; 2025Q2: 624,891 shares; 2025Q3: 654,969 shares; 2025Q4: 736,205 shares 736,205 $54.5M 3.23% +81,236 Timeline SMOM SYMMETRY PANORAMIC TR More: the full row for SYMMETRY PANORAMIC 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: 204,911 shares; 2025Q4: 2,054,408 shares 2,054,408 $53M 3.14% +1,849,497 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,412 shares; 2024Q4: 297,807 shares; 2025Q1: 303,962 shares; 2025Q2: 318,265 shares; 2025Q3: 336,102 shares; 2025Q4: 621,906 shares 621,906 $49M 2.9% +285,804 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: 94,734 shares; 2024Q4: 271,685 shares; 2025Q1: 337,638 shares; 2025Q2: 430,894 shares; 2025Q3: 463,651 shares; 2025Q4: 1,430,647 shares 1,430,647 $47.3M 2.8% +966,996 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: not reported; 2025Q3: not reported; 2025Q4: 1,221,978 shares 1,221,978 $46.5M 2.75% new Timeline IMTM 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: 99,099 shares; 2024Q4: 280,841 shares; 2025Q1: 342,831 shares; 2025Q2: 389,319 shares; 2025Q3: 421,815 shares; 2025Q4: 883,958 shares 883,958 $42.4M 2.51% +462,143 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: 20,816 shares; 2024Q4: 55,238 shares; 2025Q1: 66,700 shares; 2025Q2: 82,655 shares; 2025Q3: 86,265 shares; 2025Q4: 334,416 shares 334,416 $31.4M 1.86% +248,151 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,474 shares; 2024Q4: 114,757 shares; 2025Q1: 123,386 shares; 2025Q2: 136,204 shares; 2025Q3: 152,870 shares; 2025Q4: 155,158 shares 155,158 $30.8M 1.82% +2,288 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,830 shares; 2024Q4: 218,295 shares; 2025Q1: 238,945 shares; 2025Q2: 263,164 shares; 2025Q3: 296,590 shares; 2025Q4: 307,678 shares 307,678 $29M 1.71% +11,088 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: 61,188 shares; 2024Q4: 93,806 shares; 2025Q1: 115,748 shares; 2025Q2: 113,956 shares; 2025Q3: 107,540 shares; 2025Q4: 104,303 shares 104,303 $28.4M 1.68% -3,237 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: 612,574 shares; 2024Q4: 721,944 shares; 2025Q1: 677,408 shares; 2025Q2: 645,665 shares; 2025Q3: 628,491 shares; 2025Q4: 586,045 shares 586,045 $27.3M 1.62% -42,446 Timeline AVLV 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: 45,411 shares; 2024Q4: 129,863 shares; 2025Q1: 168,466 shares; 2025Q2: 219,854 shares; 2025Q3: 244,940 shares; 2025Q4: 304,318 shares 304,318 $23.1M 1.36% +59,378 Timeline AVES 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: 32,357 shares; 2024Q4: 97,984 shares; 2025Q1: 125,134 shares; 2025Q2: 145,785 shares; 2025Q3: 159,082 shares; 2025Q4: 378,071 shares 378,071 $22M 1.3% +218,989 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: 462,674 shares; 2024Q4: 777,950 shares; 2025Q1: 758,727 shares; 2025Q2: 705,703 shares; 2025Q3: 681,656 shares; 2025Q4: 605,458 shares 605,458 $19.8M 1.17% -76,198 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: 65,859 shares; 2024Q4: 148,038 shares; 2025Q1: 156,413 shares; 2025Q2: 161,813 shares; 2025Q3: 169,342 shares; 2025Q4: 168,489 shares 168,489 $18M 1.07% -853 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: not reported; 2025Q4: 191,755 shares 191,755 $14.5M 0.86% new 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: 58,837 shares; 2024Q4: 75,987 shares; 2025Q1: 65,158 shares; 2025Q2: 55,616 shares; 2025Q3: 65,206 shares; 2025Q4: 41,985 shares 41,985 $14.1M 0.83% -23,221 Timeline JNK 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: 47,425 shares; 2024Q4: 90,662 shares; 2025Q1: 97,039 shares; 2025Q2: 115,678 shares; 2025Q3: 120,969 shares; 2025Q4: 126,584 shares 126,584 $12.3M 0.73% +5,615 Timeline EFAV 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: 64,303 shares; 2024Q4: 108,326 shares; 2025Q1: 109,746 shares; 2025Q2: 117,500 shares; 2025Q3: 131,976 shares; 2025Q4: 133,347 shares 133,347 $11.5M 0.68% +1,371 Timeline AVIV 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: 25,046 shares; 2024Q4: 68,035 shares; 2025Q1: 81,839 shares; 2025Q2: 101,255 shares; 2025Q3: 107,638 shares; 2025Q4: 130,722 shares 130,722 $9.31M 0.55% +23,084 Timeline SHY 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: 38,667 shares; 2024Q4: 89,664 shares; 2025Q1: 94,887 shares; 2025Q2: 100,709 shares; 2025Q3: 106,582 shares; 2025Q4: 107,257 shares 107,257 $8.88M 0.53% +675 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: 95,832 shares; 2024Q4: 97,881 shares; 2025Q1: 70,343 shares; 2025Q2: 54,126 shares; 2025Q3: 69,126 shares; 2025Q4: 41,074 shares 41,074 $8.7M 0.51% -28,052 Timeline SHM 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: 92,922 shares; 2024Q4: 138,129 shares; 2025Q1: 145,395 shares; 2025Q2: 162,333 shares; 2025Q3: 165,663 shares; 2025Q4: 176,438 shares 176,438 $8.47M 0.5% +10,775 Timeline EEMV 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: 54,242 shares; 2024Q4: 93,267 shares; 2025Q1: 97,552 shares; 2025Q2: 108,046 shares; 2025Q3: 121,808 shares; 2025Q4: 125,776 shares 125,776 $8.05M 0.48% +3,968 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: 4,071 shares; 2024Q4: 15,327 shares; 2025Q1: 15,660 shares; 2025Q2: 14,473 shares; 2025Q3: 16,569 shares; 2025Q4: 16,243 shares 16,243 $7.86M 0.46% -326 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: 69,691 shares; 2024Q4: 78,287 shares; 2025Q1: 60,506 shares; 2025Q2: 49,789 shares; 2025Q3: 61,728 shares; 2025Q4: 37,647 shares 37,647 $7.19M 0.43% -24,081 Timeline AVUS 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: 107,453 shares; 2025Q1: 106,327 shares; 2025Q2: 74,074 shares; 2025Q3: 68,386 shares; 2025Q4: 62,773 shares 62,773 $7.02M 0.42% -5,613 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: 112,486 shares; 2024Q4: 106,635 shares; 2025Q1: 97,345 shares; 2025Q2: 95,062 shares; 2025Q3: 93,677 shares; 2025Q4: 87,551 shares 87,551 $6.49M 0.38% -6,126 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: 159,902 shares; 2024Q4: 199,496 shares; 2025Q1: 167,242 shares; 2025Q2: 142,383 shares; 2025Q3: 166,675 shares; 2025Q4: 99,852 shares 99,852 $6.24M 0.37% -66,823 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: 15,058 shares; 2024Q4: not reported; 2025Q1: 5,923 shares; 2025Q2: 7,991 shares; 2025Q3: 15,099 shares; 2025Q4: 42,257 shares 42,257 $6.08M 0.36% +27,158 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,353 shares; 2024Q4: 214,765 shares; 2025Q1: 140,327 shares; 2025Q2: 102,930 shares; 2025Q3: 134,230 shares; 2025Q4: 76,589 shares 76,589 $5.47M 0.32% -57,641 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: 21,548 shares; 2024Q4: 31,627 shares; 2025Q1: 33,378 shares; 2025Q2: 37,437 shares; 2025Q3: 38,216 shares; 2025Q4: 43,510 shares 43,510 $4.64M 0.27% +5,294 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: not reported; 2024Q4: 7,537 shares; 2025Q1: 6,195 shares; 2025Q2: 62,816 shares; 2025Q3: 74,993 shares; 2025Q4: 90,473 shares 90,473 $4.47M 0.26% +15,480 Timeline AVDE 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: 85,447 shares; 2025Q1: 87,789 shares; 2025Q2: 56,007 shares; 2025Q3: 55,256 shares; 2025Q4: 52,873 shares 52,873 $4.35M 0.26% -2,383 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: 139,183 shares; 2024Q4: 168,749 shares; 2025Q1: 141,352 shares; 2025Q2: 118,482 shares; 2025Q3: 138,124 shares; 2025Q4: 79,464 shares 79,464 $4.27M 0.25% -58,660 Timeline VSS 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: 82,099 shares; 2024Q4: 84,684 shares; 2025Q1: 57,206 shares; 2025Q2: 42,646 shares; 2025Q3: 54,308 shares; 2025Q4: 29,702 shares 29,702 $4.26M 0.25% -24,606 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: 6,649 shares; 2024Q4: 13,759 shares; 2025Q1: 15,517 shares; 2025Q2: 16,459 shares; 2025Q3: 21,685 shares; 2025Q4: 21,946 shares 21,946 $4.09M 0.24% +261 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: 83,744 shares; 2024Q4: 86,559 shares; 2025Q1: 83,430 shares; 2025Q2: 80,523 shares; 2025Q3: 80,286 shares; 2025Q4: 76,077 shares 76,077 $3.8M 0.22% -4,209 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: 10,269 shares; 2024Q4: 11,008 shares; 2025Q1: 11,295 shares; 2025Q2: 13,402 shares; 2025Q3: 15,687 shares; 2025Q4: 15,722 shares 15,722 $3.63M 0.21% +35 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: 60,632 shares; 2024Q4: 62,456 shares; 2025Q1: 60,076 shares; 2025Q2: 59,868 shares; 2025Q3: 61,182 shares; 2025Q4: 58,168 shares 58,168 $3.46M 0.2% -3,014 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: 15,307 shares; 2024Q4: 18,337 shares; 2025Q1: 19,609 shares; 2025Q2: 20,017 shares; 2025Q3: 29,851 shares; 2025Q4: 30,252 shares 30,252 $3.37M 0.2% +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: 2,066 shares; 2024Q4: 10,181 shares; 2025Q1: 10,473 shares; 2025Q2: 11,225 shares; 2025Q3: 10,599 shares; 2025Q4: 10,570 shares 10,570 $3.32M 0.2% -29 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: 37,632 shares; 2024Q4: 47,458 shares; 2025Q1: 49,798 shares; 2025Q2: 52,193 shares; 2025Q3: 37,113 shares; 2025Q4: 27,469 shares 27,469 $3.23M 0.19% -9,644 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: not reported; 2024Q4: 25,589 shares; 2025Q1: 23,860 shares; 2025Q2: 21,549 shares; 2025Q3: 20,731 shares; 2025Q4: 20,525 shares 20,525 $2.9M 0.17% -206 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: 2,382 shares; 2024Q4: 17,083 shares; 2025Q1: 16,584 shares; 2025Q2: 16,209 shares; 2025Q3: 16,479 shares; 2025Q4: 22,085 shares 22,085 $2.66M 0.16% +5,606 Timeline VNQ 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: 7,068 shares; 2025Q1: 16,395 shares; 2025Q2: 25,205 shares; 2025Q3: 25,677 shares; 2025Q4: 28,447 shares 28,447 $2.52M 0.15% +2,770 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: not reported; 2024Q4: not reported; 2025Q1: 21,083 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,889 shares 20,889 $2.49M 0.15% new 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: 455 shares; 2024Q4: 2,016 shares; 2025Q1: 1,959 shares; 2025Q2: 1,939 shares; 2025Q3: 2,319 shares; 2025Q4: 2,308 shares 2,308 $2.48M 0.15% -11 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: 3,531 shares; 2024Q4: 4,846 shares; 2025Q1: 4,958 shares; 2025Q2: 5,727 shares; 2025Q3: 7,882 shares; 2025Q4: 7,912 shares 7,912 $2.48M 0.15% +30 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: 2,081 shares; 2024Q4: 2,174 shares; 2025Q1: 2,308 shares; 2025Q2: 2,956 shares; 2025Q3: 3,618 shares; 2025Q4: 3,441 shares 3,441 $2.27M 0.13% -177 Timeline AVEM 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: 47,934 shares; 2025Q1: 49,076 shares; 2025Q2: 32,551 shares; 2025Q3: 30,876 shares; 2025Q4: 29,223 shares 29,223 $2.25M 0.13% -1,653 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: not reported; 2024Q4: 6,928 shares; 2025Q1: 6,883 shares; 2025Q2: 6,894 shares; 2025Q3: 8,868 shares; 2025Q4: 13,739 shares 13,739 $1.97M 0.12% +4,871 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: 4,390 shares; 2024Q4: 4,971 shares; 2025Q1: 5,728 shares; 2025Q2: 6,476 shares; 2025Q3: 7,273 shares; 2025Q4: 8,662 shares 8,662 $1.79M 0.11% +1,389 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: not reported; 2024Q4: 1,357 shares; 2025Q1: 1,489 shares; 2025Q2: 2,770 shares; 2025Q3: 4,874 shares; 2025Q4: 4,886 shares 4,886 $1.69M 0.1% +12 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: 9,135 shares; 2024Q4: 11,611 shares; 2025Q1: 11,557 shares; 2025Q2: 9,537 shares; 2025Q3: 8,027 shares; 2025Q4: 9,189 shares 9,189 $1.37M 0.08% +1,162 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: 3,920 shares; 2024Q4: 2,407 shares; 2025Q1: 2,579 shares; 2025Q2: not reported; 2025Q3: 3,403 shares; 2025Q4: 12,809 shares 12,809 $1.35M 0.08% +9,406 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,757 shares; 2025Q1: 1,563 shares; 2025Q2: 1,648 shares; 2025Q3: 2,270 shares; 2025Q4: 2,682 shares 2,682 $1.35M 0.08% +412 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: 2,701 shares; 2024Q4: 2,657 shares; 2025Q1: 2,633 shares; 2025Q2: 2,609 shares; 2025Q3: 2,573 shares; 2025Q4: 2,583 shares 2,583 $1.26M 0.07% +10 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: not reported; 2024Q4: 2,861 shares; 2025Q1: 2,863 shares; 2025Q2: 4,256 shares; 2025Q3: 4,303 shares; 2025Q4: 7,776 shares 7,776 $1.25M 0.07% +3,473 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 8,108 shares 8,108 $1.13M 0.07% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,764 shares; 2024Q4: 14,750 shares; 2025Q1: 14,771 shares; 2025Q2: 15,224 shares; 2025Q3: 15,237 shares; 2025Q4: 15,564 shares 15,564 $1.03M 0.06% +327 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: 4,433 shares; 2024Q4: 5,012 shares; 2025Q1: 4,985 shares; 2025Q2: 4,995 shares; 2025Q3: 4,954 shares; 2025Q4: 4,903 shares 4,903 $1.03M 0.06% -51 Timeline ACM AECOM More: the full row for AECOM 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: 10,737 shares 10,737 $1.02M 0.06% new 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: 1,630 shares; 2024Q4: not reported; 2025Q1: 1,034 shares; 2025Q2: 2,459 shares; 2025Q3: 2,808 shares; 2025Q4: 3,293 shares 3,293 $1.01M 0.06% +485 Timeline EAGG 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: 11,317 shares; 2024Q4: 21,617 shares; 2025Q1: 21,617 shares; 2025Q2: 21,614 shares; 2025Q3: 24,910 shares; 2025Q4: 20,817 shares 20,817 $996K 0.06% -4,093 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 685 shares; 2025Q1: 1,035 shares; 2025Q2: 1,569 shares; 2025Q3: 2,247 shares; 2025Q4: 2,183 shares 2,183 $982K 0.06% -64 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: 4,278 shares; 2024Q4: 4,092 shares; 2025Q1: 4,000 shares; 2025Q2: 4,006 shares; 2025Q3: 3,623 shares; 2025Q4: 3,493 shares 3,493 $961K 0.06% -130 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: 1,114 shares; 2024Q4: 3,856 shares; 2025Q1: 3,770 shares; 2025Q2: 3,772 shares; 2025Q3: 3,895 shares; 2025Q4: 3,906 shares 3,906 $942K 0.06% +11 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: not reported; 2024Q4: 1,888 shares; 2025Q1: 1,881 shares; 2025Q2: 2,425 shares; 2025Q3: 2,965 shares; 2025Q4: 2,887 shares 2,887 $930K 0.06% -78 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: not reported; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 1,819 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares 1,342 $915K 0.05% 0 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: 19,377 shares; 2025Q1: 19,585 shares; 2025Q2: 28,545 shares; 2025Q3: 29,922 shares; 2025Q4: 36,593 shares 36,593 $909K 0.05% +6,671 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,918 shares; 2025Q1: 44,918 shares; 2025Q2: 44,918 shares; 2025Q3: 44,345 shares; 2025Q4: 38,742 shares 38,742 $903K 0.05% -5,603 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 3,682 shares; 2025Q1: 3,574 shares; 2025Q2: 3,443 shares; 2025Q3: 3,166 shares; 2025Q4: 2,881 shares 2,881 $819K 0.05% -285 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,270 shares; 2025Q1: 1,734 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 1,998 shares 1,998 $792K 0.05% +193 Timeline ESGV 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: 6,441 shares; 2024Q4: 8,084 shares; 2025Q1: 8,049 shares; 2025Q2: 6,623 shares; 2025Q3: 5,524 shares; 2025Q4: 6,339 shares 6,339 $767K 0.05% +815 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: 1,307 shares; 2024Q4: 1,831 shares; 2025Q1: 2,863 shares; 2025Q2: 2,942 shares; 2025Q3: 3,425 shares; 2025Q4: 3,336 shares 3,336 $762K 0.05% -89 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,112 shares; 2025Q2: 9,354 shares; 2025Q3: 9,560 shares; 2025Q4: 10,585 shares 10,585 $756K 0.04% +1,025 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: not reported; 2024Q4: 6,588 shares; 2025Q1: 6,609 shares; 2025Q2: 6,485 shares; 2025Q3: 6,683 shares; 2025Q4: 12,779 shares 12,779 $737K 0.04% +6,096 Timeline ESGD 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: 7,244 shares; 2024Q4: 9,617 shares; 2025Q1: 9,470 shares; 2025Q2: 7,807 shares; 2025Q3: 6,630 shares; 2025Q4: 7,490 shares 7,490 $712K 0.04% +860 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,478 shares; 2025Q1: 6,436 shares; 2025Q2: 5,685 shares; 2025Q3: 5,826 shares; 2025Q4: 8,703 shares 8,703 $691K 0.04% +2,877 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: 370 shares; 2024Q4: 1,090 shares; 2025Q1: 1,102 shares; 2025Q2: 887 shares; 2025Q3: 876 shares; 2025Q4: 796 shares 796 $687K 0.04% -80 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: 37,418 shares; 2024Q4: 47,241 shares; 2025Q1: 51,405 shares; 2025Q2: 102,937 shares; 2025Q3: 38,439 shares; 2025Q4: 12,524 shares 12,524 $686K 0.04% -25,915 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: not reported; 2024Q4: 1,680 shares; 2025Q1: 1,684 shares; 2025Q2: 3,427 shares; 2025Q3: 3,873 shares; 2025Q4: 4,305 shares 4,305 $618K 0.04% +432 Timeline REET 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: 30,505 shares; 2025Q1: 29,278 shares; 2025Q2: 28,135 shares; 2025Q3: 24,011 shares; 2025Q4: 24,011 shares 24,011 $599K 0.04% 0 Timeline SCHP 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: 24,356 shares; 2025Q1: 23,572 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,296 shares 22,296 $591K 0.03% new 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: 1,591 shares; 2025Q3: 2,253 shares; 2025Q4: 3,075 shares 3,075 $547K 0.03% +822 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: 1,593 shares; 2024Q4: 1,639 shares; 2025Q1: 1,722 shares; 2025Q2: 1,737 shares; 2025Q3: 1,771 shares; 2025Q4: 1,763 shares 1,763 $539K 0.03% -8 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,187 shares; 2025Q1: 19,102 shares; 2025Q2: 14,503 shares; 2025Q3: 14,327 shares; 2025Q4: 14,359 shares 14,359 $537K 0.03% +32 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,940 shares 5,940 $518K 0.03% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,737 shares; 2025Q1: 1,703 shares; 2025Q2: 1,675 shares; 2025Q3: 1,648 shares; 2025Q4: 1,450 shares 1,450 $510K 0.03% -198 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: 28,105 shares; 2025Q2: 28,105 shares; 2025Q3: 28,105 shares; 2025Q4: 28,105 shares 28,105 $505K 0.03% 0 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: 1,662 shares; 2024Q4: 1,771 shares; 2025Q1: 1,334 shares; 2025Q2: not reported; 2025Q3: 3,397 shares; 2025Q4: 3,311 shares 3,311 $505K 0.03% -86 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,551 shares 9,551 $480K 0.03% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,705 shares; 2024Q4: 27,956 shares; 2025Q1: 31,364 shares; 2025Q2: 32,036 shares; 2025Q3: not reported; 2025Q4: 11,016 shares 11,016 $470K 0.03% new 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: not reported; 2024Q4: 16,083 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,495 shares; 2025Q4: 3,005 shares 3,005 $466K 0.03% -22,490 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,115 shares; 2025Q1: 23,100 shares; 2025Q2: 23,212 shares; 2025Q3: 12,362 shares; 2025Q4: 12,494 shares 12,494 $462K 0.03% +132 Timeline VSGX 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: 6,008 shares; 2024Q4: 8,186 shares; 2025Q1: 8,083 shares; 2025Q2: 6,629 shares; 2025Q3: 5,560 shares; 2025Q4: 6,340 shares 6,340 $454K 0.03% +780 Timeline BNDW 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: 17,738 shares; 2025Q1: 17,642 shares; 2025Q2: 6,658 shares; 2025Q3: 6,495 shares; 2025Q4: 6,495 shares 6,495 $446K 0.03% 0 Timeline SCMB 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: not reported; 2025Q4: 17,274 shares 17,274 $445K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,654 shares 2,654 $425K 0.03% new 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: 3,000 shares; 2024Q4: 1,924 shares; 2025Q1: 1,924 shares; 2025Q2: 1,924 shares; 2025Q3: 1,924 shares; 2025Q4: 1,924 shares 1,924 $423K 0.03% 0 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: 1,862 shares; 2024Q4: 2,260 shares; 2025Q1: 2,524 shares; 2025Q2: 2,004 shares; 2025Q3: 2,353 shares; 2025Q4: 2,302 shares 2,302 $422K 0.02% -51 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: 1,649 shares; 2025Q1: 1,587 shares; 2025Q2: 1,577 shares; 2025Q3: 1,229 shares; 2025Q4: 2,410 shares 2,410 $412K 0.02% +1,181 Timeline VTES 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: not reported; 2025Q4: 4,040 shares 4,040 $410K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,115 shares; 2025Q3: 3,400 shares; 2025Q4: 3,458 shares 3,458 $404K 0.02% +58 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,203 shares; 2024Q4: 4,203 shares; 2025Q1: 4,203 shares; 2025Q2: 4,203 shares; 2025Q3: 4,203 shares; 2025Q4: 4,203 shares 4,203 $398K 0.02% 0 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: 2,769 shares; 2025Q3: 3,018 shares; 2025Q4: 3,026 shares 3,026 $396K 0.02% +8 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,936 shares 4,936 $380K 0.02% new Timeline CION CION INVT CORP More: the full row for CION INVT 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: 18,559 shares; 2025Q2: 40,376 shares; 2025Q3: 40,376 shares; 2025Q4: 39,228 shares 39,228 $379K 0.02% -1,148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 795 shares; 2025Q3: 1,068 shares; 2025Q4: 1,125 shares 1,125 $379K 0.02% +57 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,409 shares; 2025Q2: 7,380 shares; 2025Q3: 7,486 shares; 2025Q4: 8,089 shares 8,089 $375K 0.02% +603 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: 5,680 shares; 2024Q4: 5,629 shares; 2025Q1: 5,578 shares; 2025Q2: 5,391 shares; 2025Q3: 5,340 shares; 2025Q4: 5,289 shares 5,289 $369K 0.02% -51 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: not reported; 2025Q2: 389 shares; 2025Q3: 451 shares; 2025Q4: 553 shares 553 $362K 0.02% +102 Timeline SUSB 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: 14,614 shares; 2025Q1: 14,614 shares; 2025Q2: 14,608 shares; 2025Q3: 16,766 shares; 2025Q4: 14,298 shares 14,298 $361K 0.02% -2,468 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 496 shares; 2025Q3: 520 shares; 2025Q4: 517 shares 517 $350K 0.02% -3 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 968 shares; 2025Q1: 956 shares; 2025Q2: 970 shares; 2025Q3: 1,059 shares; 2025Q4: 1,029 shares 1,029 $348K 0.02% -30 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,432 shares 3,432 $346K 0.02% new 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: 1,210 shares 1,210 $345K 0.02% new 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: 2,562 shares; 2025Q4: 2,548 shares 2,548 $344K 0.02% -14 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,693 shares; 2025Q1: 9,739 shares; 2025Q2: 9,785 shares; 2025Q3: 9,865 shares; 2025Q4: 8,660 shares 8,660 $339K 0.02% -1,205 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,516 shares; 2025Q1: 3,516 shares; 2025Q2: 3,712 shares; 2025Q3: 4,167 shares; 2025Q4: 3,872 shares 3,872 $338K 0.02% -295 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,187 shares; 2025Q4: 4,096 shares 4,096 $333K 0.02% -91 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: 796 shares; 2024Q4: 610 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 520 shares; 2025Q4: 579 shares 579 $332K 0.02% +59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,961 shares 5,961 $322K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,091 shares; 2025Q3: 1,275 shares; 2025Q4: 1,315 shares 1,315 $319K 0.02% +40 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 1,395 shares; 2025Q3: 1,415 shares; 2025Q4: 1,428 shares 1,428 $313K 0.02% +13 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: 6,092 shares; 2024Q4: 7,699 shares; 2025Q1: 7,392 shares; 2025Q2: 4,216 shares; 2025Q3: 4,461 shares; 2025Q4: 4,215 shares 4,215 $310K 0.02% -246 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,093 shares 1,093 $310K 0.02% new 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: 52 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 57 shares; 2025Q4: 58 shares 58 $309K 0.02% +1 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: 6,044 shares; 2025Q1: 6,044 shares; 2025Q2: 6,044 shares; 2025Q3: 6,044 shares; 2025Q4: 6,044 shares 6,044 $309K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,565 shares; 2025Q3: 2,564 shares; 2025Q4: 2,569 shares 2,569 $308K 0.02% +5 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,100 shares 7,100 $292K 0.02% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,168 shares; 2025Q4: 7,889 shares 7,889 $291K 0.02% -279 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: not reported; 2025Q4: 601 shares 601 $291K 0.02% 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: 807 shares; 2024Q4: 835 shares; 2025Q1: 588 shares; 2025Q2: 975 shares; 2025Q3: 976 shares; 2025Q4: 826 shares 826 $290K 0.02% -150 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,100 shares; 2025Q1: 5,677 shares; 2025Q2: 6,086 shares; 2025Q3: 6,519 shares; 2025Q4: 6,500 shares 6,500 $284K 0.02% -19 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,313 shares 11,313 $282K 0.02% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191 shares; 2025Q4: 1,342 shares 1,342 $280K 0.02% +151 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,831 shares; 2025Q4: 2,874 shares 2,874 $268K 0.02% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 535 shares; 2025Q4: 468 shares 468 $267K 0.02% -67 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 733 shares; 2025Q4: 750 shares 750 $265K 0.02% +17 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,110 shares; 2025Q4: 4,816 shares 4,816 $265K 0.02% -294 Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 913 shares 913 $264K 0.02% new 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: not reported; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: 559 shares; 2025Q3: 666 shares; 2025Q4: 557 shares 557 $264K 0.02% -109 Timeline ACWI 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: 2,295 shares; 2025Q1: 2,016 shares; 2025Q2: 2,337 shares; 2025Q3: 1,854 shares; 2025Q4: 1,854 shares 1,854 $262K 0.02% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP 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: 17,928 shares; 2025Q3: 17,928 shares; 2025Q4: 17,701 shares 17,701 $262K 0.02% -227 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238 shares; 2025Q3: 343 shares; 2025Q4: 2,783 shares 2,783 $261K 0.02% +2,440 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 836 shares; 2025Q4: 790 shares 790 $261K 0.02% -46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 790 shares; 2025Q4: 833 shares 833 $260K 0.02% +43 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 3,010 shares 3,010 $260K 0.02% new 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: not reported; 2024Q4: 5,003 shares; 2025Q1: 5,027 shares; 2025Q2: 5,128 shares; 2025Q3: 5,366 shares; 2025Q4: 4,829 shares 4,829 $258K 0.02% -537 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,376 shares; 2025Q4: 3,406 shares 3,406 $257K 0.02% +30 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 1,671 shares; 2025Q4: 1,886 shares 1,886 $256K 0.02% +215 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 274 shares 274 $256K 0.02% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,432 shares; 2025Q1: 15,432 shares; 2025Q2: 15,432 shares; 2025Q3: 15,432 shares; 2025Q4: 15,432 shares 15,432 $254K 0.02% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 946 shares; 2025Q3: 1,248 shares; 2025Q4: 1,304 shares 1,304 $254K 0.02% +56 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION 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: 1,546 shares 1,546 $251K 0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 2,696 shares; 2025Q3: 3,147 shares; 2025Q4: 3,091 shares 3,091 $250K 0.01% -56 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: not reported; 2025Q2: not reported; 2025Q3: 524 shares; 2025Q4: 481 shares 481 $246K 0.01% -43 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,537 shares; 2025Q4: 1,430 shares 1,430 $245K 0.01% -107 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 2,476 shares 2,476 $245K 0.01% new 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: not reported; 2024Q4: 5,217 shares; 2025Q1: 5,218 shares; 2025Q2: 5,197 shares; 2025Q3: 5,488 shares; 2025Q4: 6,002 shares 6,002 $244K 0.01% +514 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: 4,307 shares; 2024Q4: 4,313 shares; 2025Q1: 3,756 shares; 2025Q2: 3,713 shares; 2025Q3: 3,677 shares; 2025Q4: 3,641 shares 3,641 $240K 0.01% -36 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: 2,423 shares; 2025Q4: 2,379 shares 2,379 $238K 0.01% -44 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 298 shares; 2025Q4: 267 shares 267 $235K 0.01% -31 Timeline PCG PG&E CORP More: the full row for PG&E 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: 11,174 shares; 2025Q4: 14,480 shares 14,480 $233K 0.01% +3,306 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares 115 $232K 0.01% 0 Timeline KRE 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: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares 3,550 $230K 0.01% 0 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: not reported; 2025Q4: 1,188 shares 1,188 $230K 0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 1,753 shares 1,753 $230K 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,106 shares; 2025Q1: 3,580 shares; 2025Q2: 3,038 shares; 2025Q3: 1,409 shares; 2025Q4: 1,409 shares 1,409 $229K 0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: not reported; 2025Q3: 8,915 shares; 2025Q4: 8,713 shares 8,713 $229K 0.01% -202 Timeline PFF 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: 9,227 shares; 2025Q3: 9,224 shares; 2025Q4: 7,289 shares 7,289 $226K 0.01% -1,935 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 382 shares; 2025Q4: 364 shares 364 $220K 0.01% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 745 shares 745 $219K 0.01% new Timeline ACWV 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: 2,730 shares; 2025Q1: 2,087 shares; 2025Q2: 2,030 shares; 2025Q3: 1,862 shares; 2025Q4: 1,830 shares 1,830 $217K 0.01% -32 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS 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: 281 shares 281 $217K 0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares 1,850 $217K 0.01% 0 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: 510 shares; 2024Q4: 614 shares; 2025Q1: 616 shares; 2025Q2: 1,640 shares; 2025Q3: 1,489 shares; 2025Q4: 628 shares 628 $216K 0.01% -861 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,550 shares 3,550 $213K 0.01% new Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,546 shares; 2025Q4: 2,546 shares 2,546 $213K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 642 shares; 2025Q4: 718 shares 718 $213K 0.01% +76 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: 2,032 shares; 2025Q1: 2,032 shares; 2025Q2: 2,032 shares; 2025Q3: 2,032 shares; 2025Q4: 2,032 shares 2,032 $208K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 838 shares 838 $206K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 441 shares 441 $206K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,337 shares 1,337 $205K 0.01% new 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: 735 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 887 shares 887 $203K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 210 shares; 2025Q3: 243 shares; 2025Q4: 1,312 shares 1,312 $201K 0.01% +1,069 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: 1,508 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,052 shares 2,052 $201K 0.01% new 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: not reported; 2024Q4: 15,084 shares; 2025Q1: 14,823 shares; 2025Q2: 8,050 shares; 2025Q3: 7,772 shares; 2025Q4: 7,772 shares 7,772 $200K 0.01% 0 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,500 shares; 2025Q1: 37,500 shares; 2025Q2: 37,500 shares; 2025Q3: 37,502 shares; 2025Q4: 31,300 shares 31,300 $178K 0.01% -6,202 Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,139 shares; 2024Q4: 10,139 shares; 2025Q1: 10,170 shares; 2025Q2: 11,045 shares; 2025Q3: 11,045 shares; 2025Q4: 11,373 shares 11,373 $167K 0.01% +328 Timeline SENS SENSEONICS HLDGS INC More: the full row for SENSEONICS 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: 23,385 shares 23,385 $129K 0.01% new Timeline ADT ADT INC DEL More: the full row for ADT 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: not reported; 2025Q2: not reported; 2025Q3: 10,538 shares; 2025Q4: 12,509 shares 12,509 $101K 0.01% +1,971 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES 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: 16,003 shares; 2025Q3: 16,003 shares; 2025Q4: 16,003 shares 16,003 $101K 0.01% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW 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: 19,610 shares 19,610 $85.5K 0.01% new Timeline NKLR TERRA INNOVATUM GLOBAL NV More: the full row for TERRA INNOVATUM GLOBAL 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: not reported; 2025Q3: not reported; 2025Q4: 13,120 shares 13,120 $60.6K <0.01% new Timeline