DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,428,141 shares; 2024Q4: 3,436,676 shares; 2025Q1: 3,479,601 shares; 2025Q2: 3,494,353 shares; 2025Q3: 3,255,533 shares; 2025Q4: 3,225,954 shares 3,225,954 $128M 30.23% -29,579 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: 1,926,725 shares; 2024Q4: 2,003,684 shares; 2025Q1: 2,039,608 shares; 2025Q2: 2,227,118 shares; 2025Q3: 2,079,307 shares; 2025Q4: 2,066,694 shares 2,066,694 $71.2M 16.86% -12,613 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: 623,895 shares; 2024Q4: 638,188 shares; 2025Q1: 659,237 shares; 2025Q2: 819,222 shares; 2025Q3: 764,056 shares; 2025Q4: 756,542 shares 756,542 $25M 5.92% -7,514 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: 505,249 shares; 2024Q4: 499,143 shares; 2025Q1: 492,789 shares; 2025Q2: 507,895 shares; 2025Q3: 466,177 shares; 2025Q4: 443,009 shares 443,009 $16.8M 3.99% -23,168 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,907 shares; 2024Q4: 479,289 shares; 2025Q1: 494,739 shares; 2025Q2: 499,272 shares; 2025Q3: 472,990 shares; 2025Q4: 475,476 shares 475,476 $12.6M 2.97% +2,486 Timeline DFAS 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: 41,559 shares; 2024Q4: 41,655 shares; 2025Q1: 43,758 shares; 2025Q2: 187,123 shares; 2025Q3: 178,004 shares; 2025Q4: 175,826 shares 175,826 $12.2M 2.9% -2,178 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,635 shares; 2024Q4: 304,345 shares; 2025Q1: 310,270 shares; 2025Q2: 331,387 shares; 2025Q3: 260,203 shares; 2025Q4: 245,507 shares 245,507 $11.5M 2.72% -14,696 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175,539 shares; 2025Q2: 164,575 shares; 2025Q3: 170,790 shares; 2025Q4: 175,407 shares 175,407 $8.87M 2.1% +4,617 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: 187,800 shares; 2024Q4: 194,104 shares; 2025Q1: 197,642 shares; 2025Q2: 193,419 shares; 2025Q3: 161,708 shares; 2025Q4: 155,674 shares 155,674 $5.93M 1.4% -6,034 Timeline DFIS 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: 48,743 shares; 2024Q4: 49,065 shares; 2025Q1: 51,885 shares; 2025Q2: 193,603 shares; 2025Q3: 187,909 shares; 2025Q4: 178,735 shares 178,735 $5.89M 1.39% -9,174 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,281 shares; 2024Q4: 64,715 shares; 2025Q1: 65,715 shares; 2025Q2: 66,265 shares; 2025Q3: 60,793 shares; 2025Q4: 60,077 shares 60,077 $5.59M 1.32% -716 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: 5,850 shares; 2024Q4: 8,155 shares; 2025Q1: 8,529 shares; 2025Q2: 16,512 shares; 2025Q3: 16,675 shares; 2025Q4: 16,115 shares 16,115 $4.38M 1.04% -560 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: 525 shares; 2024Q4: 1,741 shares; 2025Q1: 3,543 shares; 2025Q2: 9,253 shares; 2025Q3: 9,070 shares; 2025Q4: 9,002 shares 9,002 $4.35M 1.03% -68 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: not reported; 2024Q4: 5,780 shares; 2025Q1: 5,155 shares; 2025Q2: 20,133 shares; 2025Q3: 19,968 shares; 2025Q4: 22,455 shares 22,455 $4.19M 0.99% +2,487 Timeline JPIE 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: 87,197 shares; 2024Q4: 89,911 shares; 2025Q1: 92,397 shares; 2025Q2: 98,696 shares; 2025Q3: 91,827 shares; 2025Q4: 89,698 shares 89,698 $4.15M 0.98% -2,129 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,555 shares; 2024Q4: 86,556 shares; 2025Q1: 92,308 shares; 2025Q2: 92,392 shares; 2025Q3: 91,882 shares; 2025Q4: 87,935 shares 87,935 $3.82M 0.9% -3,947 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: 31,966 shares; 2024Q4: 31,400 shares; 2025Q1: 31,258 shares; 2025Q2: 34,935 shares; 2025Q3: 33,706 shares; 2025Q4: 33,640 shares 33,640 $3.17M 0.75% -66 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: not reported; 2024Q4: 861 shares; 2025Q1: 953 shares; 2025Q2: 5,055 shares; 2025Q3: 4,765 shares; 2025Q4: 4,652 shares 4,652 $3.07M 0.73% -113 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: 2,630 shares; 2024Q4: 3,009 shares; 2025Q1: 3,027 shares; 2025Q2: 6,303 shares; 2025Q3: 5,598 shares; 2025Q4: 5,341 shares 5,341 $2.68M 0.64% -257 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,601 shares; 2025Q2: 49,665 shares; 2025Q3: 49,722 shares; 2025Q4: 51,553 shares 51,553 $2.63M 0.62% +1,831 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: 10,539 shares; 2024Q4: 12,063 shares; 2025Q1: 12,202 shares; 2025Q2: 30,554 shares; 2025Q3: 24,503 shares; 2025Q4: 22,623 shares 22,623 $2.52M 0.6% -1,880 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: 50,205 shares; 2024Q4: 46,546 shares; 2025Q1: 46,214 shares; 2025Q2: 46,276 shares; 2025Q3: 31,543 shares; 2025Q4: 29,486 shares 29,486 $2.19M 0.52% -2,057 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,967 shares; 2024Q4: 36,485 shares; 2025Q1: 36,191 shares; 2025Q2: 36,836 shares; 2025Q3: 29,931 shares; 2025Q4: 29,134 shares 29,134 $2.16M 0.51% -797 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: 1,703 shares; 2024Q4: 2,489 shares; 2025Q1: 2,498 shares; 2025Q2: 8,614 shares; 2025Q3: 8,271 shares; 2025Q4: 8,635 shares 8,635 $1.99M 0.47% +364 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,700 shares; 2024Q4: 62,203 shares; 2025Q1: 64,727 shares; 2025Q2: 65,034 shares; 2025Q3: 62,277 shares; 2025Q4: 58,899 shares 58,899 $1.92M 0.45% -3,378 Timeline DFSI 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: 41,261 shares; 2024Q4: 43,341 shares; 2025Q1: 47,787 shares; 2025Q2: 46,925 shares; 2025Q3: 45,937 shares; 2025Q4: 43,714 shares 43,714 $1.87M 0.44% -2,223 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 4,686 shares; 2025Q1: 4,853 shares; 2025Q2: 16,756 shares; 2025Q3: 15,973 shares; 2025Q4: 15,526 shares 15,526 $1.87M 0.44% -447 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: 8,186 shares; 2024Q4: 9,310 shares; 2025Q1: 9,351 shares; 2025Q2: 12,074 shares; 2025Q3: 11,917 shares; 2025Q4: 14,534 shares 14,534 $1.82M 0.43% +2,617 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,751 shares; 2024Q4: 24,219 shares; 2025Q1: 23,821 shares; 2025Q2: 22,693 shares; 2025Q3: 21,778 shares; 2025Q4: 20,088 shares 20,088 $1.8M 0.43% -1,690 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: 1,401 shares; 2024Q4: 1,956 shares; 2025Q1: 2,015 shares; 2025Q2: 6,301 shares; 2025Q3: 5,550 shares; 2025Q4: 5,412 shares 5,412 $1.74M 0.41% -138 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: not reported; 2024Q4: 1,313 shares; 2025Q1: 1,440 shares; 2025Q2: 5,175 shares; 2025Q3: 5,008 shares; 2025Q4: 5,338 shares 5,338 $1.67M 0.4% +330 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: 3,250 shares; 2024Q4: 4,554 shares; 2025Q1: 4,592 shares; 2025Q2: 6,006 shares; 2025Q3: 6,498 shares; 2025Q4: 6,574 shares 6,574 $1.5M 0.36% +76 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: not reported; 2024Q4: 1,094 shares; 2025Q1: 1,293 shares; 2025Q2: 4,734 shares; 2025Q3: 4,531 shares; 2025Q4: 4,444 shares 4,444 $1.39M 0.33% -87 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: 6,336 shares; 2024Q4: 6,336 shares; 2025Q1: 6,336 shares; 2025Q2: 6,336 shares; 2025Q3: 6,336 shares; 2025Q4: 6,336 shares 6,336 $1.39M 0.33% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 2,220 shares; 2025Q1: 2,293 shares; 2025Q2: 4,999 shares; 2025Q3: 4,659 shares; 2025Q4: 4,657 shares 4,657 $1.38M 0.33% -2 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: 33,265 shares; 2024Q4: 29,283 shares; 2025Q1: 29,062 shares; 2025Q2: 25,969 shares; 2025Q3: 25,763 shares; 2025Q4: 25,750 shares 25,750 $1.37M 0.33% -13 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,394 shares; 2025Q1: 1,500 shares; 2025Q2: 6,525 shares; 2025Q3: 6,398 shares; 2025Q4: 6,616 shares 6,616 $1.37M 0.32% +218 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: 1,179 shares; 2025Q1: not reported; 2025Q2: 4,108 shares; 2025Q3: 3,933 shares; 2025Q4: 3,766 shares 3,766 $1.3M 0.31% -167 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,597 shares; 2024Q4: 6,597 shares; 2025Q1: 6,597 shares; 2025Q2: 6,597 shares; 2025Q3: 6,597 shares; 2025Q4: 6,597 shares 6,597 $1.26M 0.3% 0 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: 15,718 shares; 2024Q4: 15,718 shares; 2025Q1: 15,718 shares; 2025Q2: 15,718 shares; 2025Q3: 15,718 shares; 2025Q4: 15,718 shares 15,718 $1.16M 0.27% 0 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: 2,948 shares; 2025Q1: 2,928 shares; 2025Q2: 16,714 shares; 2025Q3: 12,804 shares; 2025Q4: 12,334 shares 12,334 $1.15M 0.27% -470 Timeline LDUR 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: 12,488 shares; 2024Q4: 12,250 shares; 2025Q1: 12,675 shares; 2025Q2: 13,063 shares; 2025Q3: 10,863 shares; 2025Q4: 10,913 shares 10,913 $1.05M 0.25% +50 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: not reported; 2024Q4: 415 shares; 2025Q1: 437 shares; 2025Q2: 1,789 shares; 2025Q3: 1,026 shares; 2025Q4: 951 shares 951 $1.02M 0.24% -75 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: 556 shares; 2024Q4: 1,045 shares; 2025Q1: 1,040 shares; 2025Q2: 3,532 shares; 2025Q3: 3,279 shares; 2025Q4: 2,970 shares 2,970 $1.02M 0.24% -309 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: 1,245 shares; 2025Q3: 1,159 shares; 2025Q4: 10,770 shares 10,770 $1.01M 0.24% +9,611 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: 412 shares; 2025Q1: 466 shares; 2025Q2: 1,953 shares; 2025Q3: 1,898 shares; 2025Q4: 1,758 shares 1,758 $1M 0.24% -140 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,754 shares; 2024Q4: 3,757 shares; 2025Q1: 3,758 shares; 2025Q2: 3,764 shares; 2025Q3: 3,482 shares; 2025Q4: 2,526 shares 2,526 $943K 0.22% -956 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: not reported; 2025Q1: not reported; 2025Q2: 42,073 shares; 2025Q3: 38,338 shares; 2025Q4: 37,262 shares 37,262 $926K 0.22% -1,076 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: 9,007 shares; 2025Q3: 7,731 shares; 2025Q4: 7,846 shares 7,846 $916K 0.22% +115 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 4,079 shares; 2025Q1: 4,079 shares; 2025Q2: 4,079 shares; 2025Q3: 4,079 shares; 2025Q4: 4,079 shares 4,079 $853K 0.2% 0 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: 283 shares; 2024Q4: 324 shares; 2025Q1: 338 shares; 2025Q2: 1,162 shares; 2025Q3: 1,042 shares; 2025Q4: 977 shares 977 $843K 0.2% -65 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: 662 shares; 2024Q4: 868 shares; 2025Q1: 886 shares; 2025Q2: 2,905 shares; 2025Q3: 2,783 shares; 2025Q4: 2,481 shares 2,481 $819K 0.19% -302 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: 1,064 shares; 2025Q3: 953 shares; 2025Q4: 915 shares 915 $804K 0.19% -38 Timeline MUNI 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: 15,979 shares; 2024Q4: 16,056 shares; 2025Q1: 16,189 shares; 2025Q2: 16,700 shares; 2025Q3: 14,916 shares; 2025Q4: 14,917 shares 14,917 $782K 0.19% +1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,002 shares; 2025Q3: 2,623 shares; 2025Q4: 2,409 shares 2,409 $742K 0.18% -214 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: 15,715 shares; 2025Q3: 13,977 shares; 2025Q4: 13,353 shares 13,353 $734K 0.17% -624 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: 5,513 shares; 2024Q4: 5,686 shares; 2025Q1: 5,187 shares; 2025Q2: 5,794 shares; 2025Q3: 5,473 shares; 2025Q4: 5,447 shares 5,447 $723K 0.17% -26 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: 1,355 shares; 2024Q4: 1,624 shares; 2025Q1: 1,622 shares; 2025Q2: 2,674 shares; 2025Q3: 4,062 shares; 2025Q4: 3,654 shares 3,654 $712K 0.17% -408 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: 8,715 shares; 2025Q3: 8,841 shares; 2025Q4: 9,033 shares 9,033 $696K 0.16% +192 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: 24,982 shares; 2024Q4: 25,450 shares; 2025Q1: 24,533 shares; 2025Q2: 25,320 shares; 2025Q3: 25,976 shares; 2025Q4: 26,750 shares 26,750 $667K 0.16% +774 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: 37,096 shares; 2024Q4: 40,323 shares; 2025Q1: 6,747 shares; 2025Q2: 17,933 shares; 2025Q3: 17,935 shares; 2025Q4: 12,076 shares 12,076 $617K 0.15% -5,859 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: 2,234 shares; 2025Q3: 2,033 shares; 2025Q4: 2,154 shares 2,154 $615K 0.15% +121 Timeline DFSE 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: 11,589 shares; 2024Q4: 12,519 shares; 2025Q1: 14,784 shares; 2025Q2: 14,790 shares; 2025Q3: 14,212 shares; 2025Q4: 13,706 shares 13,706 $569K 0.13% -506 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: not reported; 2024Q4: not reported; 2025Q1: 1,196 shares; 2025Q2: 4,112 shares; 2025Q3: 3,828 shares; 2025Q4: 3,722 shares 3,722 $567K 0.13% -106 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: 7,044 shares; 2025Q3: 6,318 shares; 2025Q4: 6,918 shares 6,918 $563K 0.13% +600 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: 1,412 shares; 2024Q4: 1,688 shares; 2025Q1: 1,729 shares; 2025Q2: 4,175 shares; 2025Q3: 4,049 shares; 2025Q4: 3,774 shares 3,774 $541K 0.13% -275 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: 9,815 shares; 2024Q4: 9,807 shares; 2025Q1: 9,807 shares; 2025Q2: 9,807 shares; 2025Q3: 9,807 shares; 2025Q4: 9,807 shares 9,807 $527K 0.12% 0 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: 4,147 shares; 2024Q4: 4,264 shares; 2025Q1: 4,326 shares; 2025Q2: 6,418 shares; 2025Q3: 6,083 shares; 2025Q4: 6,042 shares 6,042 $527K 0.12% -41 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: 3,205 shares; 2025Q3: 3,204 shares; 2025Q4: 3,336 shares 3,336 $512K 0.12% +132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,068 shares; 2025Q3: 1,873 shares; 2025Q4: 1,978 shares 1,978 $508K 0.12% +105 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 611 shares; 2025Q3: 573 shares; 2025Q4: 614 shares 614 $504K 0.12% +41 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: 2,570 shares; 2025Q3: 2,129 shares; 2025Q4: 2,067 shares 2,067 $501K 0.12% -62 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,166 shares; 2025Q3: 2,941 shares; 2025Q4: 2,802 shares 2,802 $498K 0.12% -139 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2,448 shares; 2025Q1: 2,484 shares; 2025Q2: 2,705 shares; 2025Q3: 2,754 shares; 2025Q4: 2,750 shares 2,750 $491K 0.12% -4 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: 14,882 shares; 2024Q4: 15,080 shares; 2025Q1: 15,080 shares; 2025Q2: 14,887 shares; 2025Q3: 14,885 shares; 2025Q4: 14,885 shares 14,885 $487K 0.12% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 839 shares; 2025Q3: 796 shares; 2025Q4: 841 shares 841 $482K 0.11% +45 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,822 shares; 2024Q4: 19,822 shares; 2025Q1: 19,822 shares; 2025Q2: 19,822 shares; 2025Q3: 19,822 shares; 2025Q4: 19,822 shares 19,822 $477K 0.11% 0 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: not reported; 2025Q1: not reported; 2025Q2: 13,677 shares; 2025Q3: 11,939 shares; 2025Q4: 11,332 shares 11,332 $462K 0.11% -607 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: not reported; 2025Q1: not reported; 2025Q2: 6,521 shares; 2025Q3: 5,722 shares; 2025Q4: 5,816 shares 5,816 $462K 0.11% +94 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: 14,630 shares; 2025Q3: 13,018 shares; 2025Q4: 12,471 shares 12,471 $460K 0.11% -547 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 7,386 shares; 2025Q4: 7,984 shares 7,984 $452K 0.11% +598 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,751 shares; 2025Q1: 3,889 shares; 2025Q2: 3,219 shares; 2025Q3: 3,238 shares; 2025Q4: 3,114 shares 3,114 $447K 0.11% -124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,356 shares; 2025Q3: 4,052 shares; 2025Q4: 4,142 shares 4,142 $436K 0.1% +90 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,211 shares; 2025Q3: 1,336 shares; 2025Q4: 1,226 shares 1,226 $430K 0.1% -110 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,272 shares; 2025Q3: 2,077 shares; 2025Q4: 1,887 shares 1,887 $430K 0.1% -190 Timeline AOM 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: 7,841 shares; 2024Q4: 6,893 shares; 2025Q1: 7,272 shares; 2025Q2: 7,353 shares; 2025Q3: 6,749 shares; 2025Q4: 8,928 shares 8,928 $426K 0.1% +2,179 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,199 shares; 2024Q4: 9,215 shares; 2025Q1: 9,210 shares; 2025Q2: 9,224 shares; 2025Q3: 8,783 shares; 2025Q4: 8,791 shares 8,791 $412K 0.1% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,098 shares; 2025Q3: 2,953 shares; 2025Q4: 3,407 shares 3,407 $396K 0.09% +454 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: not reported; 2025Q1: not reported; 2025Q2: 2,679 shares; 2025Q3: 2,555 shares; 2025Q4: 2,427 shares 2,427 $395K 0.09% -128 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: not reported; 2025Q1: not reported; 2025Q2: 2,798 shares; 2025Q3: 2,240 shares; 2025Q4: 2,441 shares 2,441 $392K 0.09% +201 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,865 shares; 2025Q3: 17,414 shares; 2025Q4: 16,648 shares 16,648 $388K 0.09% -766 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: 5,614 shares; 2024Q4: 5,205 shares; 2025Q1: 4,518 shares; 2025Q2: 6,017 shares; 2025Q3: 5,853 shares; 2025Q4: 5,779 shares 5,779 $387K 0.09% -74 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: 1,205 shares; 2024Q4: 1,497 shares; 2025Q1: 1,555 shares; 2025Q2: 2,884 shares; 2025Q3: 2,707 shares; 2025Q4: 2,677 shares 2,677 $384K 0.09% -30 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,953 shares; 2025Q3: 2,669 shares; 2025Q4: 3,105 shares 3,105 $381K 0.09% +436 Timeline KR KROGER CO More: the full row for KROGER 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: 5,367 shares; 2025Q3: 5,223 shares; 2025Q4: 5,997 shares 5,997 $375K 0.09% +774 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: 324 shares; 2025Q4: 308 shares 308 $374K 0.09% -16 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 1,393 shares; 2025Q3: 1,296 shares; 2025Q4: 1,254 shares 1,254 $364K 0.09% -42 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 1,021 shares; 2025Q4: 968 shares 968 $358K 0.08% -53 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,994 shares; 2025Q3: 13,176 shares; 2025Q4: 13,896 shares 13,896 $354K 0.08% +720 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: 1,555 shares; 2025Q4: 2,057 shares 2,057 $352K 0.08% +502 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: 6,827 shares; 2024Q4: 6,814 shares; 2025Q1: 5,841 shares; 2025Q2: 5,865 shares; 2025Q3: 5,889 shares; 2025Q4: 5,910 shares 5,910 $352K 0.08% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,602 shares; 2025Q3: 13,467 shares; 2025Q4: 14,083 shares 14,083 $351K 0.08% +616 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 5,153 shares; 2025Q1: 4,520 shares; 2025Q2: 4,082 shares; 2025Q3: 4,094 shares; 2025Q4: 3,510 shares 3,510 $351K 0.08% -584 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,887 shares; 2025Q3: 1,850 shares; 2025Q4: 2,044 shares 2,044 $350K 0.08% +194 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,605 shares; 2025Q3: 24,800 shares; 2025Q4: 26,632 shares 26,632 $349K 0.08% +1,832 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,275 shares; 2025Q3: 1,242 shares; 2025Q4: 1,131 shares 1,131 $346K 0.08% -111 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,102 shares; 2025Q3: 988 shares; 2025Q4: 955 shares 955 $337K 0.08% -33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 853 shares; 2025Q3: 858 shares; 2025Q4: 992 shares 992 $335K 0.08% +134 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,014 shares; 2025Q3: 1,872 shares; 2025Q4: 1,826 shares 1,826 $335K 0.08% -46 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,131 shares; 2025Q3: 29,633 shares; 2025Q4: 28,110 shares 28,110 $330K 0.08% -1,523 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: 2,483 shares; 2025Q3: 2,326 shares; 2025Q4: 2,414 shares 2,414 $326K 0.08% +88 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,620 shares; 2025Q3: 1,526 shares; 2025Q4: 1,503 shares 1,503 $322K 0.08% -23 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: 15,289 shares; 2024Q4: 13,841 shares; 2025Q1: 13,937 shares; 2025Q2: 15,477 shares; 2025Q3: 9,082 shares; 2025Q4: 8,863 shares 8,863 $321K 0.08% -219 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,612 shares; 2025Q3: 4,137 shares; 2025Q4: 4,530 shares 4,530 $317K 0.07% +393 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: not reported; 2025Q1: not reported; 2025Q2: 6,439 shares; 2025Q3: 5,988 shares; 2025Q4: 5,334 shares 5,334 $308K 0.07% -654 Timeline SHEL SHELL PLC More: the full row for SHELL 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: 4,933 shares; 2025Q3: 4,233 shares; 2025Q4: 4,150 shares 4,150 $305K 0.07% -83 Timeline AOR 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: 4,144 shares; 2024Q4: 4,626 shares; 2025Q1: 4,724 shares; 2025Q2: 4,843 shares; 2025Q3: 4,835 shares; 2025Q4: 4,672 shares 4,672 $304K 0.07% -163 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 4,367 shares; 2025Q3: 3,904 shares; 2025Q4: 3,852 shares 3,852 $303K 0.07% -52 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,674 shares; 2025Q3: 1,537 shares; 2025Q4: 1,448 shares 1,448 $301K 0.07% -89 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 48,761 shares; 2025Q3: 41,686 shares; 2025Q4: 40,928 shares 40,928 $300K 0.07% -758 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 1,443 shares 1,443 $297K 0.07% new 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: 2,166 shares; 2025Q3: 2,135 shares; 2025Q4: 2,232 shares 2,232 $292K 0.07% +97 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL 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: 3,969 shares; 2025Q3: 3,384 shares; 2025Q4: 3,325 shares 3,325 $284K 0.07% -59 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 1,158 shares; 2025Q4: 999 shares 999 $275K 0.07% -159 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,665 shares; 2024Q4: 17,665 shares; 2025Q1: 17,665 shares; 2025Q2: 17,665 shares; 2025Q3: 17,665 shares; 2025Q4: 17,665 shares 17,665 $271K 0.06% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,533 shares; 2025Q3: not reported; 2025Q4: 4,939 shares 4,939 $266K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,891 shares; 2025Q3: 5,878 shares; 2025Q4: 5,741 shares 5,741 $266K 0.06% -137 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,403 shares; 2025Q4: 2,995 shares 2,995 $262K 0.06% -408 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG 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: 1,895 shares 1,895 $261K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 910 shares; 2025Q3: 782 shares; 2025Q4: 797 shares 797 $261K 0.06% +15 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,889 shares; 2025Q3: 1,572 shares; 2025Q4: 1,462 shares 1,462 $260K 0.06% -110 Timeline SAP SAP SE More: the full row for SAP SE 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: 1,272 shares; 2025Q3: 1,197 shares; 2025Q4: 1,067 shares 1,067 $259K 0.06% -130 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY 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: 893 shares; 2025Q3: 671 shares; 2025Q4: 734 shares 734 $257K 0.06% +63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 443 shares; 2025Q3: 433 shares; 2025Q4: 384 shares 384 $254K 0.06% -49 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL 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: 3,008 shares 3,008 $251K 0.06% new Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 2,224 shares; 2025Q2: 2,519 shares; 2025Q3: 2,510 shares; 2025Q4: 2,496 shares 2,496 $249K 0.06% -14 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 337 shares; 2025Q3: 304 shares; 2025Q4: 281 shares 281 $247K 0.06% -23 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: not reported; 2025Q4: 2,442 shares 2,442 $244K 0.06% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,252 shares; 2025Q3: 8,888 shares; 2025Q4: 8,703 shares 8,703 $244K 0.06% -185 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY 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: 5,518 shares; 2025Q3: 5,477 shares; 2025Q4: 5,468 shares 5,468 $243K 0.06% -9 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: 596 shares; 2025Q3: 539 shares; 2025Q4: 518 shares 518 $242K 0.06% -21 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: 1,021 shares; 2025Q3: 840 shares; 2025Q4: 774 shares 774 $242K 0.06% -66 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS 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: 1,389 shares; 2025Q3: 1,547 shares; 2025Q4: 1,588 shares 1,588 $240K 0.06% +41 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,786 shares; 2024Q4: 12,136 shares; 2025Q1: 12,505 shares; 2025Q2: 12,891 shares; 2025Q3: 13,286 shares; 2025Q4: 13,437 shares 13,437 $238K 0.06% +151 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,035 shares; 2025Q3: 2,838 shares; 2025Q4: 2,942 shares 2,942 $236K 0.06% +104 Timeline DIHP 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: 7,396 shares; 2025Q4: 7,396 shares 7,396 $234K 0.06% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,660 shares; 2025Q3: 12,829 shares; 2025Q4: 12,024 shares 12,024 $232K 0.06% -805 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 343 shares 343 $231K 0.05% -17 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,320 shares 1,320 $227K 0.05% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 200 shares; 2025Q3: not reported; 2025Q4: 223 shares 223 $225K 0.05% new Timeline JBL JABIL INC More: the full row for JABIL 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: 985 shares 985 $225K 0.05% 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: 413 shares; 2025Q3: 362 shares; 2025Q4: 1,460 shares 1,460 $224K 0.05% +1,098 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: 505 shares; 2025Q3: 360 shares; 2025Q4: 342 shares 342 $224K 0.05% -18 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 9,815 shares; 2025Q3: 9,231 shares; 2025Q4: 9,213 shares 9,213 $221K 0.05% -18 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,601 shares; 2025Q3: 1,406 shares; 2025Q4: 1,355 shares 1,355 $221K 0.05% -51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,602 shares; 2025Q3: 2,083 shares; 2025Q4: 1,908 shares 1,908 $217K 0.05% -175 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares 1,350 $215K 0.05% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,113 shares 4,113 $209K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: 39 shares 39 $209K 0.05% -13 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,559 shares; 2025Q3: 2,304 shares; 2025Q4: 2,212 shares 2,212 $207K 0.05% -92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,180 shares; 2025Q3: 981 shares; 2025Q4: 750 shares 750 $206K 0.05% -231 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 676 shares 676 $205K 0.05% new Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: 3,030 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,251 shares 2,251 $203K 0.05% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 11,516 shares 11,516 $143K 0.03% new Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 17,369 shares; 2025Q3: 18,239 shares; 2025Q4: 18,113 shares 18,113 $117K 0.03% -126 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA 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: 17,030 shares; 2025Q3: 13,993 shares; 2025Q4: 13,771 shares 13,771 $116K 0.03% -222 Timeline