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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363,926 shares; 2024Q4: 2,343,045 shares; 2025Q1: 2,482,654 shares; 2025Q2: 2,730,367 shares; 2025Q3: 2,952,158 shares 2,952,158 $214M 12.76% +221,791 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,353,208 shares; 2024Q4: 2,402,548 shares; 2025Q1: 2,462,758 shares; 2025Q2: 2,373,334 shares; 2025Q3: 2,456,384 shares 2,456,384 $168M 10.03% +83,050 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243,112 shares; 2024Q4: 2,287,765 shares; 2025Q1: 2,475,796 shares; 2025Q2: 2,741,948 shares; 2025Q3: 3,041,107 shares 3,041,107 $136M 8.11% +299,159 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,648 shares; 2024Q4: 802,656 shares; 2025Q1: 865,098 shares; 2025Q2: 915,454 shares; 2025Q3: 1,033,176 shares 1,033,176 $103M 6.14% +117,722 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,929,916 shares; 2024Q4: 2,001,392 shares; 2025Q1: 2,057,834 shares; 2025Q2: 2,003,861 shares; 2025Q3: 2,092,128 shares 2,092,128 $80.7M 4.81% +88,267 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311,941 shares; 2024Q4: 1,372,127 shares; 2025Q1: 1,422,982 shares; 2025Q2: 1,495,634 shares; 2025Q3: 1,565,367 shares 1,565,367 $72.2M 4.31% +69,733 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601,099 shares; 2024Q4: 718,205 shares; 2025Q1: 1,010,553 shares; 2025Q2: 1,388,309 shares; 2025Q3: 1,795,077 shares 1,795,077 $67.8M 4.05% +406,768 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150,985 shares; 2024Q4: 1,338,925 shares; 2025Q1: 1,619,556 shares; 2025Q2: 1,934,020 shares; 2025Q3: 2,258,395 shares 2,258,395 $61.7M 3.68% +324,375 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,655 shares; 2024Q4: 649,432 shares; 2025Q1: 663,126 shares; 2025Q2: 674,075 shares; 2025Q3: 689,289 shares 689,289 $61.4M 3.66% +15,214 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897,282 shares; 2024Q4: 1,115,590 shares; 2025Q1: 1,366,603 shares; 2025Q2: 1,509,084 shares; 2025Q3: 1,718,626 shares 1,718,626 $54.2M 3.23% +209,542 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104,625 shares; 2024Q4: 1,293,194 shares; 2025Q1: 1,411,360 shares; 2025Q2: 1,420,615 shares; 2025Q3: 1,419,401 shares 1,419,401 $44.9M 2.68% -1,214 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590,790 shares; 2024Q4: 717,758 shares; 2025Q1: 853,965 shares; 2025Q2: 995,438 shares; 2025Q3: 1,136,506 shares 1,136,506 $34.5M 2.06% +141,068 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,042 shares; 2024Q4: 141,969 shares; 2025Q1: 139,264 shares; 2025Q2: 134,733 shares; 2025Q3: 132,816 shares 132,816 $33.8M 2.02% -1,917 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,791 shares; 2024Q4: 439,797 shares; 2025Q1: 460,310 shares; 2025Q2: 588,022 shares; 2025Q3: 593,655 shares 593,655 $33M 1.97% +5,633 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909,515 shares; 2024Q4: 955,886 shares; 2025Q1: 986,778 shares; 2025Q2: 937,839 shares; 2025Q3: 905,189 shares 905,189 $28.4M 1.69% -32,650 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,493 shares; 2024Q4: 499,751 shares; 2025Q1: 488,873 shares; 2025Q2: 482,301 shares; 2025Q3: 478,831 shares 478,831 $27.9M 1.66% -3,470 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,848 shares; 2024Q4: 224,910 shares; 2025Q1: 224,285 shares; 2025Q2: 219,114 shares; 2025Q3: 216,766 shares 216,766 $21.7M 1.3% -2,348 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,806 shares; 2024Q4: 270,637 shares; 2025Q1: 268,758 shares; 2025Q2: 263,116 shares; 2025Q3: 250,789 shares 250,789 $18.8M 1.12% -12,327 Timeline EBI RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 344,988 shares; 2025Q2: 336,794 shares; 2025Q3: 336,794 shares 336,794 $18.5M 1.1% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,591 shares; 2024Q4: 53,661 shares; 2025Q1: 53,455 shares; 2025Q2: 53,527 shares; 2025Q3: 54,021 shares 54,021 $17.7M 1.06% +494 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,587 shares; 2024Q4: 34,896 shares; 2025Q1: 34,387 shares; 2025Q2: 32,292 shares; 2025Q3: 33,201 shares 33,201 $17.2M 1.03% +909 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 2,958 shares; 2025Q1: 3,667 shares; 2025Q2: 110,526 shares; 2025Q3: 109,574 shares 109,574 $13M 0.78% -952 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,995 shares; 2024Q4: 142,954 shares; 2025Q1: 147,358 shares; 2025Q2: 161,992 shares; 2025Q3: 162,784 shares 162,784 $12.8M 0.77% +792 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,188 shares; 2024Q4: 19,777 shares; 2025Q1: 20,012 shares; 2025Q2: 21,446 shares; 2025Q3: 21,419 shares 21,419 $10.8M 0.64% -27 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,655 shares; 2024Q4: 9,647 shares; 2025Q1: 9,315 shares; 2025Q2: 14,873 shares; 2025Q3: 15,263 shares 15,263 $10.2M 0.61% +390 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,322 shares; 2024Q4: 50,692 shares; 2025Q1: 44,177 shares; 2025Q2: 47,428 shares; 2025Q3: 50,972 shares 50,972 $9.51M 0.57% +3,544 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,686 shares; 2024Q4: 45,086 shares; 2025Q1: 42,635 shares; 2025Q2: 41,692 shares; 2025Q3: 42,247 shares 42,247 $9.28M 0.55% +555 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,793 shares; 2024Q4: 49,997 shares; 2025Q1: 51,395 shares; 2025Q2: 80,014 shares; 2025Q3: 204,205 shares 204,205 $8.67M 0.52% +124,191 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,368 shares; 2024Q4: 16,756 shares; 2025Q1: 16,756 shares; 2025Q2: 256,488 shares; 2025Q3: 265,995 shares 265,995 $8.47M 0.51% +9,507 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,694 shares; 2024Q4: 86,885 shares; 2025Q1: 113,655 shares; 2025Q2: 187,965 shares; 2025Q3: 230,717 shares 230,717 $7.59M 0.45% +42,752 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,885 shares; 2024Q4: 37,974 shares; 2025Q1: 41,070 shares; 2025Q2: 41,376 shares; 2025Q3: 40,723 shares 40,723 $7.55M 0.45% -653 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,977 shares; 2024Q4: 11,785 shares; 2025Q1: 11,693 shares; 2025Q2: 10,873 shares; 2025Q3: 11,171 shares 11,171 $7.48M 0.45% +298 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,591 shares; 2024Q4: 15,115 shares; 2025Q1: 15,090 shares; 2025Q2: 15,041 shares; 2025Q3: 15,051 shares 15,051 $7.18M 0.43% +10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,491 shares; 2024Q4: 156,846 shares; 2025Q1: 174,725 shares; 2025Q2: 169,575 shares; 2025Q3: 175,362 shares 175,362 $6.37M 0.38% +5,787 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,196 shares; 2024Q4: 8,227 shares; 2025Q1: 8,093 shares; 2025Q2: 8,047 shares; 2025Q3: 8,087 shares 8,087 $6.17M 0.37% +40 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,360 shares; 2024Q4: 19,559 shares; 2025Q1: 19,865 shares; 2025Q2: 19,764 shares; 2025Q3: 19,398 shares 19,398 $5.89M 0.35% -366 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,331 shares; 2024Q4: 57,928 shares; 2025Q1: 57,163 shares; 2025Q2: 52,559 shares; 2025Q3: 51,359 shares 51,359 $5.79M 0.35% -1,200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: 5,869 shares; 2025Q1: 6,127 shares; 2025Q2: 5,931 shares; 2025Q3: 6,148 shares 6,148 $5.69M 0.34% +217 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 4,322 shares; 2025Q1: 4,152 shares; 2025Q2: 28,945 shares; 2025Q3: 29,036 shares 29,036 $5.41M 0.32% +91 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,351 shares; 2024Q4: 33,632 shares; 2025Q1: 38,114 shares; 2025Q2: 61,721 shares; 2025Q3: 69,805 shares 69,805 $5.02M 0.3% +8,084 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,318 shares; 2024Q4: 15,943 shares; 2025Q1: 15,281 shares; 2025Q2: 15,141 shares; 2025Q3: 15,412 shares 15,412 $4.86M 0.29% +271 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,470 shares; 2025Q3: 102,657 shares 102,657 $4.7M 0.28% +5,187 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,096 shares; 2024Q4: 23,563 shares; 2025Q1: 23,659 shares; 2025Q2: 23,670 shares; 2025Q3: 23,704 shares 23,704 $4.61M 0.28% +34 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,037 shares; 2025Q3: 63,051 shares 63,051 $4.54M 0.27% +14 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,243 shares; 2024Q4: 19,755 shares; 2025Q1: 17,788 shares; 2025Q2: 17,731 shares; 2025Q3: 18,336 shares 18,336 $4.46M 0.27% +605 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135,312 shares; 2025Q3: 137,694 shares 137,694 $4.42M 0.26% +2,382 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,827 shares; 2024Q4: 28,724 shares; 2025Q1: 28,401 shares; 2025Q2: 28,354 shares; 2025Q3: 28,234 shares 28,234 $4.38M 0.26% -120 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,868 shares; 2024Q4: 19,769 shares; 2025Q1: 17,968 shares; 2025Q2: 16,964 shares; 2025Q3: 17,263 shares 17,263 $4.2M 0.25% +299 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,500 shares 39,500 $4.03M 0.24% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,633 shares; 2024Q4: 22,259 shares; 2025Q1: 22,853 shares; 2025Q2: 30,743 shares; 2025Q3: 93,413 shares 93,413 $3.83M 0.23% +62,670 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,285 shares; 2024Q4: 16,382 shares; 2025Q1: 15,276 shares; 2025Q2: 15,230 shares; 2025Q3: 15,368 shares 15,368 $3.56M 0.21% +138 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 4,889 shares; 2025Q1: 4,727 shares; 2025Q2: 5,502 shares; 2025Q3: 5,589 shares 5,589 $3.42M 0.2% +87 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,321 shares; 2024Q4: 12,188 shares; 2025Q1: 27,417 shares; 2025Q2: 40,322 shares; 2025Q3: 41,732 shares 41,732 $3.29M 0.2% +1,410 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,634 shares; 2024Q4: 22,361 shares; 2025Q1: 28,135 shares; 2025Q2: 42,341 shares; 2025Q3: 43,704 shares 43,704 $3.25M 0.19% +1,363 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,882 shares; 2024Q4: 15,876 shares; 2025Q1: 15,471 shares; 2025Q2: 15,248 shares; 2025Q3: 15,406 shares 15,406 $3.24M 0.19% +158 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,930 shares; 2024Q4: 12,685 shares; 2025Q1: not reported; 2025Q2: 46,837 shares; 2025Q3: 78,860 shares 78,860 $3.24M 0.19% +32,023 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,135 shares; 2024Q4: 13,133 shares; 2025Q1: 13,133 shares; 2025Q2: 12,538 shares; 2025Q3: 12,529 shares 12,529 $3.17M 0.19% -9 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,656 shares; 2024Q4: 4,836 shares; 2025Q1: 5,030 shares; 2025Q2: 4,868 shares; 2025Q3: 4,851 shares 4,851 $2.91M 0.17% -17 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,614 shares; 2024Q4: 5,993 shares; 2025Q1: 5,089 shares; 2025Q2: 5,362 shares; 2025Q3: 5,927 shares 5,927 $2.64M 0.16% +565 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,764 shares; 2024Q4: 50,795 shares; 2025Q1: 56,434 shares; 2025Q2: 54,106 shares; 2025Q3: 54,106 shares 54,106 $2.61M 0.16% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,797 shares; 2024Q4: 6,572 shares; 2025Q1: 6,499 shares; 2025Q2: 6,501 shares; 2025Q3: 6,425 shares 6,425 $2.6M 0.16% -76 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,192 shares; 2024Q4: 20,189 shares; 2025Q1: 20,193 shares; 2025Q2: 20,207 shares; 2025Q3: 20,273 shares 20,273 $2.52M 0.15% +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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,188 shares; 2024Q4: 4,060 shares; 2025Q1: 3,381 shares; 2025Q2: 3,155 shares; 2025Q3: 3,374 shares 3,374 $2.48M 0.15% +219 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,059 shares; 2025Q3: 29,320 shares 29,320 $2.43M 0.15% -3,739 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,122 shares; 2024Q4: 14,969 shares; 2025Q1: 15,166 shares; 2025Q2: 14,788 shares; 2025Q3: 15,090 shares 15,090 $2.32M 0.14% +302 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,577 shares; 2024Q4: 9,632 shares; 2025Q1: 9,659 shares; 2025Q2: 41,155 shares; 2025Q3: 68,051 shares 68,051 $2.23M 0.13% +26,896 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,591 shares; 2024Q4: 20,652 shares; 2025Q1: 19,352 shares; 2025Q2: 20,006 shares; 2025Q3: 20,132 shares 20,132 $2.07M 0.12% +126 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,249 shares 20,249 $2.03M 0.12% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,006 shares; 2024Q4: 6,933 shares; 2025Q1: 6,966 shares; 2025Q2: 6,920 shares; 2025Q3: 7,110 shares 7,110 $2.01M 0.12% +190 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,979 shares; 2024Q4: 14,678 shares; 2025Q1: 14,868 shares; 2025Q2: 14,715 shares; 2025Q3: 14,208 shares 14,208 $2M 0.12% -507 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,845 shares; 2024Q4: 5,340 shares; 2025Q1: 5,262 shares; 2025Q2: 5,560 shares; 2025Q3: 5,760 shares 5,760 $1.9M 0.11% +200 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,340 shares; 2024Q4: 6,816 shares; 2025Q1: 6,923 shares; 2025Q2: 6,884 shares; 2025Q3: 6,923 shares 6,923 $1.76M 0.11% +39 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,141 shares; 2024Q4: 21,350 shares; 2025Q1: 19,137 shares; 2025Q2: 19,130 shares; 2025Q3: 19,130 shares 19,130 $1.75M 0.1% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,355 shares; 2024Q4: 27,355 shares; 2025Q1: 27,413 shares; 2025Q2: 23,379 shares; 2025Q3: 23,926 shares 23,926 $1.73M 0.1% +547 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,756 shares; 2024Q4: 31,195 shares; 2025Q1: 37,590 shares; 2025Q2: 33,325 shares; 2025Q3: 33,325 shares 33,325 $1.69M 0.1% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,408 shares; 2024Q4: 5,408 shares; 2025Q1: 5,408 shares; 2025Q2: 5,396 shares; 2025Q3: 5,393 shares 5,393 $1.61M 0.1% -3 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,613 shares; 2024Q4: 4,627 shares; 2025Q1: 4,630 shares; 2025Q2: 4,673 shares; 2025Q3: 4,731 shares 4,731 $1.57M 0.09% +58 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.09% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,969 shares; 2024Q4: 4,792 shares; 2025Q1: 4,836 shares; 2025Q2: 4,863 shares; 2025Q3: 4,961 shares 4,961 $1.49M 0.09% +98 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,228 shares; 2024Q4: 5,688 shares; 2025Q1: 5,665 shares; 2025Q2: 5,617 shares; 2025Q3: 7,279 shares 7,279 $1.48M 0.09% +1,662 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,321 shares; 2024Q4: 50,520 shares; 2025Q1: 49,611 shares; 2025Q2: 49,247 shares; 2025Q3: 51,481 shares 51,481 $1.45M 0.09% +2,234 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,620 shares; 2024Q4: 7,263 shares; 2025Q1: 8,346 shares; 2025Q2: 8,302 shares; 2025Q3: 8,591 shares 8,591 $1.44M 0.09% +289 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,558 shares; 2024Q4: 6,213 shares; 2025Q1: 6,205 shares; 2025Q2: 10,455 shares; 2025Q3: 10,055 shares 10,055 $1.43M 0.09% -400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,108 shares; 2025Q3: 28,444 shares 28,444 $1.42M 0.08% -664 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,920 shares; 2024Q4: 4,541 shares; 2025Q1: 3,520 shares; 2025Q2: 4,187 shares; 2025Q3: 5,053 shares 5,053 $1.42M 0.08% +866 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,787 shares; 2024Q4: 10,593 shares; 2025Q1: 10,489 shares; 2025Q2: 8,916 shares; 2025Q3: 8,833 shares 8,833 $1.37M 0.08% -83 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,237 shares; 2024Q4: 5,176 shares; 2025Q1: 5,176 shares; 2025Q2: 5,176 shares; 2025Q3: 5,180 shares 5,180 $1.35M 0.08% +4 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,494 shares; 2024Q4: 13,500 shares; 2025Q1: 14,141 shares; 2025Q2: 14,096 shares; 2025Q3: 14,302 shares 14,302 $1.34M 0.08% +206 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,393 shares; 2024Q4: 10,804 shares; 2025Q1: 9,759 shares; 2025Q2: 9,806 shares; 2025Q3: 9,889 shares 9,889 $1.32M 0.08% +83 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,109 shares; 2024Q4: 10,112 shares; 2025Q1: 10,000 shares; 2025Q2: 9,253 shares; 2025Q3: 9,264 shares 9,264 $1.32M 0.08% +11 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 4,864 shares; 2025Q1: 4,076 shares; 2025Q2: 3,500 shares; 2025Q3: 3,803 shares 3,803 $1.3M 0.08% +303 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 5,874 shares; 2025Q1: 5,379 shares; 2025Q2: 5,388 shares; 2025Q3: 5,370 shares 5,370 $1.27M 0.08% -18 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,708 shares; 2025Q1: 1,888 shares; 2025Q2: 1,908 shares; 2025Q3: 2,613 shares 2,613 $1.22M 0.07% +705 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,395 shares; 2025Q1: 2,518 shares; 2025Q2: 2,474 shares; 2025Q3: 2,542 shares 2,542 $1.22M 0.07% +68 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 4,069 shares; 2025Q1: 4,879 shares; 2025Q2: 4,828 shares; 2025Q3: 5,458 shares 5,458 $1.18M 0.07% +630 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,531 shares; 2025Q1: 1,512 shares; 2025Q2: 1,514 shares; 2025Q3: 1,515 shares 1,515 $1.17M 0.07% +1 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,554 shares; 2024Q4: 10,554 shares; 2025Q1: 12,548 shares; 2025Q2: 12,570 shares; 2025Q3: 9,353 shares 9,353 $1.15M 0.07% -3,217 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,498 shares; 2025Q1: 1,496 shares; 2025Q2: 2,301 shares; 2025Q3: 2,298 shares 2,298 $1.15M 0.07% -3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,900 shares; 2024Q4: 25,469 shares; 2025Q1: 24,633 shares; 2025Q2: 24,830 shares; 2025Q3: 24,345 shares 24,345 $1.07M 0.06% -485 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,852 shares; 2024Q4: 14,748 shares; 2025Q1: 13,830 shares; 2025Q2: 13,818 shares; 2025Q3: 13,669 shares 13,669 $1.03M 0.06% -149 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,393 shares; 2024Q4: 13,094 shares; 2025Q1: 8,970 shares; 2025Q2: 8,893 shares; 2025Q3: 8,073 shares 8,073 $1.02M 0.06% -820 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 700 shares; 2025Q1: 762 shares; 2025Q2: 768 shares; 2025Q3: 828 shares 828 $993K 0.06% +60 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 5,581 shares; 2025Q1: 5,175 shares; 2025Q2: 5,177 shares; 2025Q3: 5,170 shares 5,170 $950K 0.06% -7 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,601 shares; 2024Q4: 6,783 shares; 2025Q1: 12,531 shares; 2025Q2: 8,834 shares; 2025Q3: 11,806 shares 11,806 $922K 0.06% +2,972 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,029 shares; 2024Q4: 2,788 shares; 2025Q1: 1,954 shares; 2025Q2: 1,602 shares; 2025Q3: 1,612 shares 1,612 $917K 0.05% +10 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 5,472 shares; 2025Q1: 9,169 shares; 2025Q2: 10,303 shares; 2025Q3: 10,498 shares 10,498 $917K 0.05% +195 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,051 shares; 2025Q1: 1,152 shares; 2025Q2: 953 shares; 2025Q3: 974 shares 974 $896K 0.05% +21 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,357 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,121 shares 1,121 $893K 0.05% +47 Timeline AVRE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,943 shares; 2025Q3: 19,418 shares 19,418 $864K 0.05% -3,525 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,051 shares; 2024Q4: 28,008 shares; 2025Q1: 28,008 shares; 2025Q2: 28,008 shares; 2025Q3: 26,472 shares 26,472 $845K 0.05% -1,536 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 5,331 shares; 2025Q1: 5,321 shares; 2025Q2: 5,178 shares; 2025Q3: 5,201 shares 5,201 $844K 0.05% +23 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,830 shares; 2024Q4: 13,487 shares; 2025Q1: 12,795 shares; 2025Q2: 12,793 shares; 2025Q3: 8,615 shares 8,615 $823K 0.05% -4,178 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,055 shares; 2024Q4: 7,294 shares; 2025Q1: 7,463 shares; 2025Q2: 7,844 shares; 2025Q3: 13,543 shares 13,543 $811K 0.05% +5,699 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,773 shares; 2024Q4: 10,221 shares; 2025Q1: 9,720 shares; 2025Q2: 9,577 shares; 2025Q3: 9,490 shares 9,490 $796K 0.05% -87 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,307 shares; 2024Q4: 5,028 shares; 2025Q1: 7,732 shares; 2025Q2: 8,071 shares; 2025Q3: 8,048 shares 8,048 $777K 0.05% -23 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,668 shares; 2024Q4: 3,536 shares; 2025Q1: 3,265 shares; 2025Q2: 2,694 shares; 2025Q3: 2,699 shares 2,699 $762K 0.05% +5 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,268 shares; 2025Q1: 1,268 shares; 2025Q2: 1,268 shares; 2025Q3: 1,268 shares 1,268 $756K 0.05% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,122 shares; 2025Q1: 1,143 shares; 2025Q2: 1,136 shares; 2025Q3: 1,213 shares 1,213 $746K 0.04% +77 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,898 shares; 2024Q4: 38,898 shares; 2025Q1: 38,799 shares; 2025Q2: 38,805 shares; 2025Q3: 29,459 shares 29,459 $736K 0.04% -9,346 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,764 shares; 2025Q1: 2,045 shares; 2025Q2: 2,093 shares; 2025Q3: 2,051 shares 2,051 $729K 0.04% -42 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,796 shares; 2025Q3: 1,791 shares 1,791 $724K 0.04% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,137 shares; 2024Q4: 10,137 shares; 2025Q1: 10,137 shares; 2025Q2: 10,137 shares; 2025Q3: 10,137 shares 10,137 $723K 0.04% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,879 shares; 2024Q4: 14,870 shares; 2025Q1: 11,659 shares; 2025Q2: 12,706 shares; 2025Q3: 12,721 shares 12,721 $720K 0.04% +15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,719 shares; 2025Q1: 3,716 shares; 2025Q2: 3,678 shares; 2025Q3: 3,689 shares 3,689 $711K 0.04% +11 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,885 shares; 2024Q4: 14,293 shares; 2025Q1: 14,372 shares; 2025Q2: 13,907 shares; 2025Q3: 13,707 shares 13,707 $693K 0.04% -200 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 3,976 shares; 2025Q1: 3,948 shares; 2025Q2: 3,962 shares; 2025Q3: 3,983 shares 3,983 $680K 0.04% +21 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,898 shares; 2024Q4: 11,373 shares; 2025Q1: 11,425 shares; 2025Q2: 11,172 shares; 2025Q3: 12,354 shares 12,354 $669K 0.04% +1,182 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,327 shares; 2025Q1: 2,339 shares; 2025Q2: 2,353 shares; 2025Q3: 2,359 shares 2,359 $659K 0.04% +6 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,324 shares; 2024Q4: 6,130 shares; 2025Q1: 5,773 shares; 2025Q2: 3,848 shares; 2025Q3: 3,929 shares 3,929 $654K 0.04% +81 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,017 shares; 2024Q4: 11,230 shares; 2025Q1: 9,626 shares; 2025Q2: 9,372 shares; 2025Q3: 9,453 shares 9,453 $647K 0.04% +81 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 2,768 shares; 2025Q1: 2,667 shares; 2025Q2: 3,054 shares; 2025Q3: 2,983 shares 2,983 $623K 0.04% -71 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 650 shares; 2025Q1: 653 shares; 2025Q2: 641 shares; 2025Q3: 641 shares 641 $611K 0.04% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,976 shares; 2025Q2: 7,800 shares; 2025Q3: 9,344 shares 9,344 $610K 0.04% +1,544 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,273 shares; 2025Q1: 1,305 shares; 2025Q2: 1,311 shares; 2025Q3: 1,333 shares 1,333 $610K 0.04% +22 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 8,467 shares; 2025Q1: 9,266 shares; 2025Q2: 9,457 shares; 2025Q3: 9,226 shares 9,226 $610K 0.04% -231 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,734 shares; 2024Q4: 11,734 shares; 2025Q1: 11,821 shares; 2025Q2: 11,726 shares; 2025Q3: 11,817 shares 11,817 $606K 0.04% +91 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 5,873 shares; 2025Q1: 5,499 shares; 2025Q2: 5,034 shares; 2025Q3: 5,211 shares 5,211 $597K 0.04% +177 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,667 shares; 2024Q4: 16,408 shares; 2025Q1: 16,645 shares; 2025Q2: 17,259 shares; 2025Q3: 17,458 shares 17,458 $586K 0.03% +199 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 528 shares; 2025Q1: 757 shares; 2025Q2: 757 shares; 2025Q3: 776 shares 776 $579K 0.03% +19 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,627 shares; 2024Q4: 25,777 shares; 2025Q1: 25,777 shares; 2025Q2: 25,275 shares; 2025Q3: 24,788 shares 24,788 $577K 0.03% -487 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,442 shares; 2024Q4: 16,062 shares; 2025Q1: 12,087 shares; 2025Q2: 10,491 shares; 2025Q3: 10,855 shares 10,855 $560K 0.03% +364 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 4,219 shares; 2025Q1: 3,416 shares; 2025Q2: 3,441 shares; 2025Q3: 3,835 shares 3,835 $554K 0.03% +394 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,692 shares; 2025Q1: 2,708 shares; 2025Q2: 2,697 shares; 2025Q3: 2,699 shares 2,699 $554K 0.03% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,061 shares; 2024Q4: 3,125 shares; 2025Q1: 3,268 shares; 2025Q2: 3,068 shares; 2025Q3: 3,884 shares 3,884 $548K 0.03% +816 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,146 shares; 2024Q4: 10,146 shares; 2025Q1: 10,146 shares; 2025Q2: 10,219 shares; 2025Q3: 10,146 shares 10,146 $536K 0.03% -73 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,781 shares; 2025Q1: 1,813 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares 1,723 $518K 0.03% 0 Timeline AVGE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 5,406 shares; 2025Q1: 5,676 shares; 2025Q2: 5,995 shares; 2025Q3: 6,119 shares 6,119 $510K 0.03% +124 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,370 shares; 2025Q3: 2,377 shares 2,377 $505K 0.03% +7 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,746 shares; 2025Q3: 2,739 shares 2,739 $500K 0.03% -7 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 3,645 shares; 2025Q1: 3,347 shares; 2025Q2: 3,339 shares; 2025Q3: 3,496 shares 3,496 $482K 0.03% +157 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,887 shares; 2024Q4: 7,685 shares; 2025Q1: 2,515 shares; 2025Q2: 2,335 shares; 2025Q3: 2,415 shares 2,415 $479K 0.03% +80 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,290 shares; 2024Q4: 5,345 shares; 2025Q1: 4,770 shares; 2025Q2: 4,254 shares; 2025Q3: 5,026 shares 5,026 $479K 0.03% +772 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,148 shares 19,148 $475K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 2,093 shares; 2025Q1: 2,147 shares; 2025Q2: 2,109 shares; 2025Q3: 1,977 shares 1,977 $466K 0.03% -132 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,809 shares; 2024Q4: 5,451 shares; 2025Q1: 5,051 shares; 2025Q2: 5,047 shares; 2025Q3: 5,078 shares 5,078 $455K 0.03% +31 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,552 shares; 2025Q1: 1,554 shares; 2025Q2: 1,919 shares; 2025Q3: 1,879 shares 1,879 $455K 0.03% -40 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 818 shares; 2025Q1: 825 shares; 2025Q2: 827 shares; 2025Q3: 838 shares 838 $444K 0.03% +11 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,530 shares; 2025Q3: 6,530 shares 6,530 $441K 0.03% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 4,534 shares; 2025Q1: 4,534 shares; 2025Q2: 4,551 shares; 2025Q3: 4,580 shares 4,580 $436K 0.03% +29 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 1,533 shares; 2025Q1: 1,562 shares; 2025Q2: 1,639 shares; 2025Q3: 1,992 shares 1,992 $430K 0.03% +353 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,595 shares; 2025Q1: 12,045 shares; 2025Q2: 10,617 shares; 2025Q3: 10,300 shares 10,300 $424K 0.03% -317 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,329 shares; 2025Q3: 1,345 shares 1,345 $420K 0.03% +16 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 4,374 shares; 2025Q1: 4,432 shares; 2025Q2: 5,652 shares; 2025Q3: 4,421 shares 4,421 $419K 0.02% -1,231 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,930 shares; 2025Q2: 8,930 shares; 2025Q3: 8,930 shares 8,930 $417K 0.02% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,720 shares; 2024Q4: 13,519 shares; 2025Q1: 13,301 shares; 2025Q2: 14,291 shares; 2025Q3: 14,872 shares 14,872 $415K 0.02% +581 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,018 shares; 2024Q4: 3,890 shares; 2025Q1: 3,883 shares; 2025Q2: 3,903 shares; 2025Q3: 3,945 shares 3,945 $415K 0.02% +42 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 624 shares; 2025Q1: 598 shares; 2025Q2: 599 shares; 2025Q3: 600 shares 600 $410K 0.02% +1 Timeline AVSD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,354 shares; 2024Q4: 7,354 shares; 2025Q1: 6,868 shares; 2025Q2: 5,806 shares; 2025Q3: 5,710 shares 5,710 $409K 0.02% -96 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,200 shares; 2024Q4: 19,706 shares; 2025Q1: 18,692 shares; 2025Q2: 17,650 shares; 2025Q3: 15,910 shares 15,910 $405K 0.02% -1,740 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,361 shares; 2025Q1: 1,464 shares; 2025Q2: 1,350 shares; 2025Q3: 1,434 shares 1,434 $401K 0.02% +84 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,841 shares; 2024Q4: 4,448 shares; 2025Q1: 3,941 shares; 2025Q2: 3,877 shares; 2025Q3: 4,732 shares 4,732 $397K 0.02% +855 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 973 shares 973 $392K 0.02% +220 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 4,307 shares; 2025Q1: 4,180 shares; 2025Q2: 4,133 shares; 2025Q3: 4,821 shares 4,821 $389K 0.02% +688 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 14,063 shares; 2025Q1: 13,744 shares; 2025Q2: 13,275 shares; 2025Q3: 14,725 shares 14,725 $388K 0.02% +1,450 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,945 shares; 2024Q4: 7,950 shares; 2025Q1: 10,498 shares; 2025Q2: 10,498 shares; 2025Q3: 10,498 shares 10,498 $384K 0.02% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,482 shares; 2024Q4: 11,751 shares; 2025Q1: 13,243 shares; 2025Q2: 13,280 shares; 2025Q3: 16,032 shares 16,032 $382K 0.02% +2,752 Timeline AVSU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,175 shares; 2024Q4: 5,175 shares; 2025Q1: 5,017 shares; 2025Q2: 5,017 shares; 2025Q3: 5,017 shares 5,017 $369K 0.02% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,740 shares; 2025Q1: 2,764 shares; 2025Q2: 2,738 shares; 2025Q3: 2,746 shares 2,746 $367K 0.02% +8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,627 shares; 2024Q4: 5,106 shares; 2025Q1: 5,114 shares; 2025Q2: 5,664 shares; 2025Q3: 5,504 shares 5,504 $365K 0.02% -160 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,661 shares; 2025Q3: 1,768 shares 1,768 $360K 0.02% +107 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,372 shares; 2025Q1: 2,011 shares; 2025Q2: 2,092 shares; 2025Q3: 2,093 shares 2,093 $356K 0.02% +1 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 377 shares; 2025Q1: 381 shares; 2025Q2: 371 shares; 2025Q3: 371 shares 371 $354K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 892 shares; 2025Q1: 928 shares; 2025Q2: 899 shares; 2025Q3: 946 shares 946 $350K 0.02% +47 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,596 shares; 2025Q3: 3,547 shares 3,547 $348K 0.02% +951 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 1,624 shares; 2025Q1: 1,624 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares 1,624 $340K 0.02% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,514 shares 14,514 $336K 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 268 shares; 2025Q1: 238 shares; 2025Q2: 228 shares; 2025Q3: 287 shares 287 $335K 0.02% +59 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,720 shares; 2024Q4: 8,720 shares; 2025Q1: 8,720 shares; 2025Q2: 8,318 shares; 2025Q3: 8,318 shares 8,318 $334K 0.02% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,354 shares; 2025Q1: 2,380 shares; 2025Q2: 2,365 shares; 2025Q3: 2,363 shares 2,363 $334K 0.02% -2 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,313 shares; 2025Q3: 1,500 shares 1,500 $322K 0.02% +187 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,588 shares; 2025Q1: 1,608 shares; 2025Q2: 1,589 shares; 2025Q3: 1,595 shares 1,595 $321K 0.02% +6 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,387 shares; 2024Q4: 4,387 shares; 2025Q1: 4,387 shares; 2025Q2: 4,014 shares; 2025Q3: 4,014 shares 4,014 $319K 0.02% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,011 shares; 2025Q1: 3,011 shares; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares 3,011 $316K 0.02% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,294 shares; 2024Q4: 13,967 shares; 2025Q1: 14,843 shares; 2025Q2: 15,555 shares; 2025Q3: 9,769 shares 9,769 $309K 0.02% -5,786 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,229 shares; 2025Q3: 2,289 shares 2,289 $306K 0.02% +60 Timeline RAA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,165 shares; 2025Q2: 11,215 shares; 2025Q3: 11,268 shares 11,268 $306K 0.02% +53 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,889 shares; 2025Q3: 5,889 shares 5,889 $291K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,157 shares; 2025Q1: 2,061 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares 2,090 $283K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,963 shares; 2025Q3: 2,361 shares 2,361 $280K 0.02% +398 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,845 shares; 2025Q1: 6,636 shares; 2025Q2: 5,739 shares; 2025Q3: 5,752 shares 5,752 $278K 0.02% +13 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 1,992 shares; 2025Q1: 2,004 shares; 2025Q2: 2,031 shares; 2025Q3: 2,032 shares 2,032 $276K 0.02% +1 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 1,093 shares; 2025Q1: 600 shares; 2025Q2: 591 shares; 2025Q3: 616 shares 616 $275K 0.02% +25 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 6,160 shares; 2025Q1: 5,942 shares; 2025Q2: 6,015 shares; 2025Q3: 6,030 shares 6,030 $272K 0.02% +15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,726 shares; 2024Q4: not reported; 2025Q1: 4,074 shares; 2025Q2: 4,028 shares; 2025Q3: 4,028 shares 4,028 $272K 0.02% 0 Timeline CVGW CALAVO GROWERS INC More: the full row for CALAVO GROWERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 10,605 shares; 2025Q1: 10,444 shares; 2025Q2: 10,444 shares; 2025Q3: 10,444 shares 10,444 $269K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,617 shares 3,617 $266K 0.02% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,884 shares 6,884 $260K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,554 shares; 2025Q1: not reported; 2025Q2: 1,245 shares; 2025Q3: 1,264 shares 1,264 $259K 0.02% +19 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 7,421 shares; 2025Q1: 7,429 shares; 2025Q2: 8,173 shares; 2025Q3: 7,235 shares 7,235 $256K 0.02% -938 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 2,507 shares; 2025Q1: 2,429 shares; 2025Q2: 2,420 shares; 2025Q3: 2,448 shares 2,448 $251K 0.01% +28 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,657 shares; 2025Q1: not reported; 2025Q2: 2,292 shares; 2025Q3: 2,304 shares 2,304 $251K 0.01% +12 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,783 shares 3,783 $249K 0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 8,786 shares; 2025Q1: 8,636 shares; 2025Q2: 8,764 shares; 2025Q3: 9,124 shares 9,124 $249K 0.01% +360 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares 1,709 $249K 0.01% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,563 shares; 2024Q4: 3,063 shares; 2025Q1: 4,179 shares; 2025Q2: 4,019 shares; 2025Q3: 3,268 shares 3,268 $247K 0.01% -751 Timeline AVSE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: 4,513 shares; 2025Q1: 4,513 shares; 2025Q2: 3,981 shares; 2025Q3: 3,844 shares 3,844 $244K 0.01% -137 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 493 shares; 2025Q1: 499 shares; 2025Q2: 504 shares; 2025Q3: 512 shares 512 $244K 0.01% +8 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: 2,232 shares; 2025Q3: 2,261 shares 2,261 $244K 0.01% +29 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,483 shares; 2025Q3: 1,521 shares 1,521 $242K 0.01% +38 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 517 shares 517 $237K 0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 697 shares 697 $235K 0.01% +57 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 951 shares 951 $235K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,474 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,382 shares 1,382 $234K 0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 622 shares 622 $233K 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 4,225 shares; 2025Q1: 4,145 shares; 2025Q2: 4,063 shares; 2025Q3: 4,089 shares 4,089 $233K 0.01% +26 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,673 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,402 shares 4,402 $230K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,210 shares; 2025Q1: 1,211 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares 1,212 $230K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares 1,112 $230K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 469 shares; 2025Q1: 472 shares; 2025Q2: 467 shares; 2025Q3: 467 shares 467 $229K 0.01% 0 Timeline MCW MISTER CAR WASH INC More: the full row for MISTER CAR WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,687 shares; 2024Q4: 43,552 shares; 2025Q1: 43,366 shares; 2025Q2: 43,196 shares; 2025Q3: 43,021 shares 43,021 $229K 0.01% -175 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: not reported; 2025Q1: 3,334 shares; 2025Q2: 3,358 shares; 2025Q3: 3,365 shares 3,365 $228K 0.01% +7 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,654 shares; 2025Q3: 1,735 shares 1,735 $226K 0.01% +81 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,824 shares 2,824 $226K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 854 shares; 2025Q1: 787 shares; 2025Q2: 784 shares; 2025Q3: 782 shares 782 $225K 0.01% -2 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,202 shares 2,202 $223K 0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 2,040 shares; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,791 shares 1,791 $222K 0.01% +1 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,632 shares 2,632 $221K 0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 2,252 shares; 2025Q1: 2,346 shares; 2025Q2: 2,307 shares; 2025Q3: 2,333 shares 2,333 $221K 0.01% +26 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,644 shares; 2024Q4: 4,413 shares; 2025Q1: 2,493 shares; 2025Q2: 2,451 shares; 2025Q3: 2,608 shares 2,608 $221K 0.01% +157 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 550 shares; 2025Q1: not reported; 2025Q2: 482 shares; 2025Q3: 517 shares 517 $218K 0.01% +35 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: not reported; 2025Q1: 972 shares; 2025Q2: 969 shares; 2025Q3: 985 shares 985 $218K 0.01% +16 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 580 shares; 2025Q1: 592 shares; 2025Q2: 592 shares; 2025Q3: 608 shares 608 $217K 0.01% +16 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,446 shares; 2025Q3: 7,446 shares 7,446 $217K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 710 shares; 2025Q1: 709 shares; 2025Q2: 732 shares; 2025Q3: 737 shares 737 $216K 0.01% +5 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,323 shares; 2025Q3: 3,326 shares 3,326 $216K 0.01% +3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,350 shares; 2025Q2: 1,358 shares; 2025Q3: 1,421 shares 1,421 $216K 0.01% +63 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,921 shares 1,921 $215K 0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,444 shares; 2024Q4: 5,566 shares; 2025Q1: 5,940 shares; 2025Q2: 5,343 shares; 2025Q3: 4,725 shares 4,725 $213K 0.01% -618 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,411 shares; 2025Q1: 10,417 shares; 2025Q2: 10,455 shares; 2025Q3: 10,455 shares 10,455 $213K 0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,409 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 842 shares 842 $212K 0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,557 shares; 2024Q4: 10,110 shares; 2025Q1: 6,133 shares; 2025Q2: 6,128 shares; 2025Q3: 6,702 shares 6,702 $211K 0.01% +574 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 863 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares 864 $210K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: not reported; 2025Q1: 1,883 shares; 2025Q2: not reported; 2025Q3: 1,860 shares 1,860 $209K 0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 908 shares 908 $209K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 907 shares; 2025Q1: 603 shares; 2025Q2: not reported; 2025Q3: 420 shares 420 $204K 0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 625 shares; 2025Q1: 626 shares; 2025Q2: 583 shares; 2025Q3: 571 shares 571 $201K 0.01% -12 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,069 shares 1,069 $201K 0.01% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,588 shares; 2025Q3: 33,588 shares 33,588 $181K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,594 shares; 2025Q3: 10,594 shares 10,594 $106K 0.01% 0 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,617 shares; 2024Q4: 15,617 shares; 2025Q1: 15,617 shares; 2025Q2: 15,617 shares; 2025Q3: 15,617 shares 15,617 $65.3K <0.01% 0 Timeline EPRX EUPRAXIA PHARMACEUTICALS INC More: the full row for EUPRAXIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,000 shares 11,000 $64.9K <0.01% new Timeline CCO CLEAR CHANNEL OUTDOOR HLDGS More: the full row for CLEAR CHANNEL OUTDOOR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,600 shares; 2024Q4: 28,600 shares; 2025Q1: 28,600 shares; 2025Q2: 28,600 shares; 2025Q3: 28,600 shares 28,600 $45.2K <0.01% 0 Timeline