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: 2,363,926 shares; 2024Q4: 2,343,045 shares; 2025Q1: 2,482,654 shares; 2025Q2: 2,730,367 shares; 2025Q3: 2,952,158 shares; 2025Q4: 3,168,425 shares 3,168,425 $235M 12.95% +216,267 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: 2,353,208 shares; 2024Q4: 2,402,548 shares; 2025Q1: 2,462,758 shares; 2025Q2: 2,373,334 shares; 2025Q3: 2,456,384 shares; 2025Q4: 2,555,837 shares 2,555,837 $178M 9.82% +99,453 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243,112 shares; 2024Q4: 2,287,765 shares; 2025Q1: 2,475,796 shares; 2025Q2: 2,741,948 shares; 2025Q3: 3,041,107 shares; 2025Q4: 3,319,491 shares 3,319,491 $155M 8.53% +278,384 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,648 shares; 2024Q4: 802,656 shares; 2025Q1: 865,098 shares; 2025Q2: 915,454 shares; 2025Q3: 1,033,176 shares; 2025Q4: 1,144,995 shares 1,144,995 $117M 6.44% +111,819 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; 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; 2025Q4: 2,259,558 shares 2,259,558 $89.5M 4.93% +167,430 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: 601,099 shares; 2024Q4: 718,205 shares; 2025Q1: 1,010,553 shares; 2025Q2: 1,388,309 shares; 2025Q3: 1,795,077 shares; 2025Q4: 2,192,684 shares 2,192,684 $83.4M 4.6% +397,607 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311,941 shares; 2024Q4: 1,372,127 shares; 2025Q1: 1,422,982 shares; 2025Q2: 1,495,634 shares; 2025Q3: 1,565,367 shares; 2025Q4: 1,629,209 shares 1,629,209 $81.3M 4.48% +63,842 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: 1,150,985 shares; 2024Q4: 1,338,925 shares; 2025Q1: 1,619,556 shares; 2025Q2: 1,934,020 shares; 2025Q3: 2,258,395 shares; 2025Q4: 2,654,516 shares 2,654,516 $70.1M 3.87% +396,121 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,655 shares; 2024Q4: 649,432 shares; 2025Q1: 663,126 shares; 2025Q2: 674,075 shares; 2025Q3: 689,289 shares; 2025Q4: 699,750 shares 699,750 $65.8M 3.62% +10,461 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: 897,282 shares; 2024Q4: 1,115,590 shares; 2025Q1: 1,366,603 shares; 2025Q2: 1,509,084 shares; 2025Q3: 1,718,626 shares; 2025Q4: 1,949,400 shares 1,949,400 $63.5M 3.5% +230,774 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: 1,104,625 shares; 2024Q4: 1,293,194 shares; 2025Q1: 1,411,360 shares; 2025Q2: 1,420,615 shares; 2025Q3: 1,419,401 shares; 2025Q4: 1,441,448 shares 1,441,448 $47.5M 2.62% +22,047 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: 590,790 shares; 2024Q4: 717,758 shares; 2025Q1: 853,965 shares; 2025Q2: 995,438 shares; 2025Q3: 1,136,506 shares; 2025Q4: 1,267,809 shares 1,267,809 $40.1M 2.21% +131,303 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: 144,042 shares; 2024Q4: 141,969 shares; 2025Q1: 139,264 shares; 2025Q2: 134,733 shares; 2025Q3: 132,816 shares; 2025Q4: 128,737 shares 128,737 $35M 1.93% -4,079 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,791 shares; 2024Q4: 439,797 shares; 2025Q1: 460,310 shares; 2025Q2: 588,022 shares; 2025Q3: 593,655 shares; 2025Q4: 603,912 shares 603,912 $32.7M 1.8% +10,257 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: 909,515 shares; 2024Q4: 955,886 shares; 2025Q1: 986,778 shares; 2025Q2: 937,839 shares; 2025Q3: 905,189 shares; 2025Q4: 876,305 shares 876,305 $28.7M 1.58% -28,884 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: 507,493 shares; 2024Q4: 499,751 shares; 2025Q1: 488,873 shares; 2025Q2: 482,301 shares; 2025Q3: 478,831 shares; 2025Q4: 477,900 shares 477,900 $28.5M 1.57% -931 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: 216,848 shares; 2024Q4: 224,910 shares; 2025Q1: 224,285 shares; 2025Q2: 219,114 shares; 2025Q3: 216,766 shares; 2025Q4: 213,260 shares 213,260 $21.3M 1.17% -3,506 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 344,988 shares; 2025Q2: 336,794 shares; 2025Q3: 336,794 shares; 2025Q4: 336,794 shares 336,794 $19.1M 1.05% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,806 shares; 2024Q4: 270,637 shares; 2025Q1: 268,758 shares; 2025Q2: 263,116 shares; 2025Q3: 250,789 shares; 2025Q4: 243,128 shares 243,128 $18.7M 1.03% -7,661 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,591 shares; 2024Q4: 53,661 shares; 2025Q1: 53,455 shares; 2025Q2: 53,527 shares; 2025Q3: 54,021 shares; 2025Q4: 53,625 shares 53,625 $18M 0.99% -396 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: 34,587 shares; 2024Q4: 34,896 shares; 2025Q1: 34,387 shares; 2025Q2: 32,292 shares; 2025Q3: 33,201 shares; 2025Q4: 32,925 shares 32,925 $15.9M 0.88% -276 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,995 shares; 2024Q4: 142,954 shares; 2025Q1: 147,358 shares; 2025Q2: 161,992 shares; 2025Q3: 162,784 shares; 2025Q4: 166,767 shares 166,767 $13.7M 0.76% +3,983 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 2,958 shares; 2025Q1: 3,667 shares; 2025Q2: 110,526 shares; 2025Q3: 109,574 shares; 2025Q4: 106,949 shares 106,949 $12.9M 0.71% -2,625 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: 43,793 shares; 2024Q4: 49,997 shares; 2025Q1: 51,395 shares; 2025Q2: 80,014 shares; 2025Q3: 204,205 shares; 2025Q4: 256,753 shares 256,753 $11.2M 0.61% +52,548 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,655 shares; 2024Q4: 9,647 shares; 2025Q1: 9,315 shares; 2025Q2: 14,873 shares; 2025Q3: 15,263 shares; 2025Q4: 15,100 shares 15,100 $10.3M 0.57% -163 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: 20,188 shares; 2024Q4: 19,777 shares; 2025Q1: 20,012 shares; 2025Q2: 21,446 shares; 2025Q3: 21,419 shares; 2025Q4: 20,378 shares 20,378 $10.2M 0.56% -1,041 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,977 shares; 2024Q4: 11,785 shares; 2025Q1: 11,693 shares; 2025Q2: 10,873 shares; 2025Q3: 11,171 shares; 2025Q4: 14,814 shares 14,814 $10.1M 0.56% +3,643 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: 52,322 shares; 2024Q4: 50,692 shares; 2025Q1: 44,177 shares; 2025Q2: 47,428 shares; 2025Q3: 50,972 shares; 2025Q4: 50,587 shares 50,587 $9.43M 0.52% -385 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,694 shares; 2024Q4: 86,885 shares; 2025Q1: 113,655 shares; 2025Q2: 187,965 shares; 2025Q3: 230,717 shares; 2025Q4: 270,316 shares 270,316 $9.25M 0.51% +39,599 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: 45,686 shares; 2024Q4: 45,086 shares; 2025Q1: 42,635 shares; 2025Q2: 41,692 shares; 2025Q3: 42,247 shares; 2025Q4: 38,591 shares 38,591 $8.91M 0.49% -3,656 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: 8,196 shares; 2024Q4: 8,227 shares; 2025Q1: 8,093 shares; 2025Q2: 8,047 shares; 2025Q3: 8,087 shares; 2025Q4: 8,051 shares 8,051 $8.65M 0.48% -36 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,591 shares; 2024Q4: 15,115 shares; 2025Q1: 15,090 shares; 2025Q2: 15,041 shares; 2025Q3: 15,051 shares; 2025Q4: 15,057 shares 15,057 $8.63M 0.48% +6 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,368 shares; 2024Q4: 16,756 shares; 2025Q1: 16,756 shares; 2025Q2: 256,488 shares; 2025Q3: 265,995 shares; 2025Q4: 260,138 shares 260,138 $8.56M 0.47% -5,857 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: 38,885 shares; 2024Q4: 37,974 shares; 2025Q1: 41,070 shares; 2025Q2: 41,376 shares; 2025Q3: 40,723 shares; 2025Q4: 40,518 shares 40,518 $8.39M 0.46% -205 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: 143,491 shares; 2024Q4: 156,846 shares; 2025Q1: 174,725 shares; 2025Q2: 169,575 shares; 2025Q3: 175,362 shares; 2025Q4: 187,496 shares 187,496 $7.15M 0.39% +12,134 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: 58,331 shares; 2024Q4: 57,928 shares; 2025Q1: 57,163 shares; 2025Q2: 52,559 shares; 2025Q3: 51,359 shares; 2025Q4: 50,791 shares 50,791 $6.11M 0.34% -568 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: 19,360 shares; 2024Q4: 19,559 shares; 2025Q1: 19,865 shares; 2025Q2: 19,764 shares; 2025Q3: 19,398 shares; 2025Q4: 19,306 shares 19,306 $5.9M 0.33% -92 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: 20,243 shares; 2024Q4: 19,755 shares; 2025Q1: 17,788 shares; 2025Q2: 17,731 shares; 2025Q3: 18,336 shares; 2025Q4: 18,287 shares 18,287 $5.72M 0.32% -49 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: 5,770 shares; 2024Q4: 5,869 shares; 2025Q1: 6,127 shares; 2025Q2: 5,931 shares; 2025Q3: 6,148 shares; 2025Q4: 6,389 shares 6,389 $5.51M 0.3% +241 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 4,322 shares; 2025Q1: 4,152 shares; 2025Q2: 28,945 shares; 2025Q3: 29,036 shares; 2025Q4: 28,799 shares 28,799 $5.5M 0.3% -237 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: 25,351 shares; 2024Q4: 33,632 shares; 2025Q1: 38,114 shares; 2025Q2: 61,721 shares; 2025Q3: 69,805 shares; 2025Q4: 73,519 shares 73,519 $5.44M 0.3% +3,714 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: 24,868 shares; 2024Q4: 19,769 shares; 2025Q1: 17,968 shares; 2025Q2: 16,964 shares; 2025Q3: 17,263 shares; 2025Q4: 16,551 shares 16,551 $5.19M 0.29% -712 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: 16,318 shares; 2024Q4: 15,943 shares; 2025Q1: 15,281 shares; 2025Q2: 15,141 shares; 2025Q3: 15,412 shares; 2025Q4: 15,005 shares 15,005 $4.83M 0.27% -407 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,470 shares; 2025Q3: 102,657 shares; 2025Q4: 100,791 shares 100,791 $4.72M 0.26% -1,866 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: 20,633 shares; 2024Q4: 22,259 shares; 2025Q1: 22,853 shares; 2025Q2: 30,743 shares; 2025Q3: 93,413 shares; 2025Q4: 108,525 shares 108,525 $4.65M 0.26% +15,112 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,037 shares; 2025Q3: 63,051 shares; 2025Q4: 63,039 shares 63,039 $4.64M 0.26% -12 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,096 shares; 2024Q4: 23,563 shares; 2025Q1: 23,659 shares; 2025Q2: 23,670 shares; 2025Q3: 23,704 shares; 2025Q4: 23,269 shares 23,269 $4.62M 0.25% -435 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135,312 shares; 2025Q3: 137,694 shares; 2025Q4: 135,980 shares 135,980 $4.5M 0.25% -1,714 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: 28,827 shares; 2024Q4: 28,724 shares; 2025Q1: 28,401 shares; 2025Q2: 28,354 shares; 2025Q3: 28,234 shares; 2025Q4: 27,756 shares 27,756 $4.23M 0.23% -478 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,500 shares; 2025Q4: 39,649 shares 39,649 $4.03M 0.22% +149 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: 9,577 shares; 2024Q4: 9,632 shares; 2025Q1: 9,659 shares; 2025Q2: 41,155 shares; 2025Q3: 68,051 shares; 2025Q4: 113,455 shares 113,455 $3.91M 0.22% +45,404 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,135 shares; 2024Q4: 13,133 shares; 2025Q1: 13,133 shares; 2025Q2: 12,538 shares; 2025Q3: 12,529 shares; 2025Q4: 12,538 shares 12,538 $3.79M 0.21% +9 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,321 shares; 2024Q4: 12,188 shares; 2025Q1: 27,417 shares; 2025Q2: 40,322 shares; 2025Q3: 41,732 shares; 2025Q4: 45,447 shares 45,447 $3.58M 0.2% +3,715 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: 11,930 shares; 2024Q4: 12,685 shares; 2025Q1: not reported; 2025Q2: 46,837 shares; 2025Q3: 78,860 shares; 2025Q4: 85,045 shares 85,045 $3.53M 0.19% +6,185 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: 16,285 shares; 2024Q4: 16,382 shares; 2025Q1: 15,276 shares; 2025Q2: 15,230 shares; 2025Q3: 15,368 shares; 2025Q4: 15,275 shares 15,275 $3.49M 0.19% -93 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 4,889 shares; 2025Q1: 4,727 shares; 2025Q2: 5,502 shares; 2025Q3: 5,589 shares; 2025Q4: 5,404 shares 5,404 $3.39M 0.19% -185 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,634 shares; 2024Q4: 22,361 shares; 2025Q1: 28,135 shares; 2025Q2: 42,341 shares; 2025Q3: 43,704 shares; 2025Q4: 41,971 shares 41,971 $3.11M 0.17% -1,733 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,882 shares; 2024Q4: 15,876 shares; 2025Q1: 15,471 shares; 2025Q2: 15,248 shares; 2025Q3: 15,406 shares; 2025Q4: 14,939 shares 14,939 $2.91M 0.16% -467 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,764 shares; 2024Q4: 50,795 shares; 2025Q1: 56,434 shares; 2025Q2: 54,106 shares; 2025Q3: 54,106 shares; 2025Q4: 54,343 shares 54,343 $2.61M 0.14% +237 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,614 shares; 2024Q4: 5,993 shares; 2025Q1: 5,089 shares; 2025Q2: 5,362 shares; 2025Q3: 5,927 shares; 2025Q4: 5,724 shares 5,724 $2.57M 0.14% -203 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: 20,591 shares; 2024Q4: 20,652 shares; 2025Q1: 19,352 shares; 2025Q2: 20,006 shares; 2025Q3: 20,132 shares; 2025Q4: 21,836 shares 21,836 $2.43M 0.13% +1,704 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: 5,845 shares; 2024Q4: 5,340 shares; 2025Q1: 5,262 shares; 2025Q2: 5,560 shares; 2025Q3: 5,760 shares; 2025Q4: 6,451 shares 6,451 $2.23M 0.12% +691 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: 7,006 shares; 2024Q4: 6,933 shares; 2025Q1: 6,966 shares; 2025Q2: 6,920 shares; 2025Q3: 7,110 shares; 2025Q4: 7,286 shares 7,286 $2.16M 0.12% +176 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: 14,979 shares; 2024Q4: 14,678 shares; 2025Q1: 14,868 shares; 2025Q2: 14,715 shares; 2025Q3: 14,208 shares; 2025Q4: 14,807 shares 14,807 $2.13M 0.12% +599 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,249 shares; 2025Q4: 20,912 shares 20,912 $2.11M 0.12% +663 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: 15,122 shares; 2024Q4: 14,969 shares; 2025Q1: 15,166 shares; 2025Q2: 14,788 shares; 2025Q3: 15,090 shares; 2025Q4: 14,474 shares 14,474 $2.07M 0.11% -616 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: 4,188 shares; 2024Q4: 4,060 shares; 2025Q1: 3,381 shares; 2025Q2: 3,155 shares; 2025Q3: 3,374 shares; 2025Q4: 3,141 shares 3,141 $2.07M 0.11% -233 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,494 shares; 2024Q4: 13,500 shares; 2025Q1: 14,141 shares; 2025Q2: 14,096 shares; 2025Q3: 14,302 shares; 2025Q4: 21,090 shares 21,090 $2.03M 0.11% +6,788 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,192 shares; 2024Q4: 20,189 shares; 2025Q1: 20,193 shares; 2025Q2: 20,207 shares; 2025Q3: 20,273 shares; 2025Q4: 20,043 shares 20,043 $2.02M 0.11% -230 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,340 shares; 2024Q4: 6,816 shares; 2025Q1: 6,923 shares; 2025Q2: 6,884 shares; 2025Q3: 6,923 shares; 2025Q4: 7,698 shares 7,698 $1.99M 0.11% +775 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,756 shares; 2024Q4: 31,195 shares; 2025Q1: 37,590 shares; 2025Q2: 33,325 shares; 2025Q3: 33,325 shares; 2025Q4: 44,389 shares 44,389 $1.94M 0.11% +11,064 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: 6,797 shares; 2024Q4: 6,572 shares; 2025Q1: 6,499 shares; 2025Q2: 6,501 shares; 2025Q3: 6,425 shares; 2025Q4: 5,623 shares 5,623 $1.94M 0.11% -802 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,355 shares; 2024Q4: 27,355 shares; 2025Q1: 27,413 shares; 2025Q2: 23,379 shares; 2025Q3: 23,926 shares; 2025Q4: 25,299 shares 25,299 $1.92M 0.11% +1,373 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,141 shares; 2024Q4: 21,350 shares; 2025Q1: 19,137 shares; 2025Q2: 19,130 shares; 2025Q3: 19,130 shares; 2025Q4: 20,482 shares 20,482 $1.81M 0.1% +1,352 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: 4,613 shares; 2024Q4: 4,627 shares; 2025Q1: 4,630 shares; 2025Q2: 4,673 shares; 2025Q3: 4,731 shares; 2025Q4: 4,714 shares 4,714 $1.74M 0.1% -17 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,059 shares; 2025Q3: 29,320 shares; 2025Q4: 26,434 shares 26,434 $1.63M 0.09% -2,886 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,408 shares; 2024Q4: 5,408 shares; 2025Q1: 5,408 shares; 2025Q2: 5,396 shares; 2025Q3: 5,393 shares; 2025Q4: 5,393 shares 5,393 $1.63M 0.09% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.08% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,108 shares; 2025Q3: 28,444 shares; 2025Q4: 28,444 shares 28,444 $1.43M 0.08% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,787 shares; 2024Q4: 10,593 shares; 2025Q1: 10,489 shares; 2025Q2: 8,916 shares; 2025Q3: 8,833 shares; 2025Q4: 8,697 shares 8,697 $1.39M 0.08% -136 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: 4,969 shares; 2024Q4: 4,792 shares; 2025Q1: 4,836 shares; 2025Q2: 4,863 shares; 2025Q3: 4,961 shares; 2025Q4: 4,381 shares 4,381 $1.35M 0.07% -580 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: 5,075 shares; 2024Q4: 4,864 shares; 2025Q1: 4,076 shares; 2025Q2: 3,500 shares; 2025Q3: 3,803 shares; 2025Q4: 3,778 shares 3,778 $1.32M 0.07% -25 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,237 shares; 2024Q4: 5,176 shares; 2025Q1: 5,176 shares; 2025Q2: 5,176 shares; 2025Q3: 5,180 shares; 2025Q4: 5,187 shares 5,187 $1.28M 0.07% +7 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,558 shares; 2024Q4: 6,213 shares; 2025Q1: 6,205 shares; 2025Q2: 10,455 shares; 2025Q3: 10,055 shares; 2025Q4: 8,868 shares 8,868 $1.27M 0.07% -1,187 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,531 shares; 2025Q1: 1,512 shares; 2025Q2: 1,514 shares; 2025Q3: 1,515 shares; 2025Q4: 1,537 shares 1,537 $1.26M 0.07% +22 Timeline DVY 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: 10,109 shares; 2024Q4: 10,112 shares; 2025Q1: 10,000 shares; 2025Q2: 9,253 shares; 2025Q3: 9,264 shares; 2025Q4: 8,828 shares 8,828 $1.25M 0.07% -436 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 5,874 shares; 2025Q1: 5,379 shares; 2025Q2: 5,388 shares; 2025Q3: 5,370 shares; 2025Q4: 5,367 shares 5,367 $1.24M 0.07% -3 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,395 shares; 2025Q1: 2,518 shares; 2025Q2: 2,474 shares; 2025Q3: 2,542 shares; 2025Q4: 2,544 shares 2,544 $1.24M 0.07% +2 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: 11,393 shares; 2024Q4: 10,804 shares; 2025Q1: 9,759 shares; 2025Q2: 9,806 shares; 2025Q3: 9,889 shares; 2025Q4: 9,854 shares 9,854 $1.23M 0.07% -35 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: 49,321 shares; 2024Q4: 50,520 shares; 2025Q1: 49,611 shares; 2025Q2: 49,247 shares; 2025Q3: 51,481 shares; 2025Q4: 47,511 shares 47,511 $1.18M 0.07% -3,970 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,601 shares; 2024Q4: 6,783 shares; 2025Q1: 12,531 shares; 2025Q2: 8,834 shares; 2025Q3: 11,806 shares; 2025Q4: 14,877 shares 14,877 $1.16M 0.06% +3,071 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,228 shares; 2024Q4: 5,688 shares; 2025Q1: 5,665 shares; 2025Q2: 5,617 shares; 2025Q3: 7,279 shares; 2025Q4: 5,498 shares 5,498 $1.16M 0.06% -1,781 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,498 shares; 2025Q1: 1,496 shares; 2025Q2: 2,301 shares; 2025Q3: 2,298 shares; 2025Q4: 2,297 shares 2,297 $1.11M 0.06% -1 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,764 shares; 2025Q1: 2,045 shares; 2025Q2: 2,093 shares; 2025Q3: 2,051 shares; 2025Q4: 2,699 shares 2,699 $1.07M 0.06% +648 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: 14,852 shares; 2024Q4: 14,748 shares; 2025Q1: 13,830 shares; 2025Q2: 13,818 shares; 2025Q3: 13,669 shares; 2025Q4: 13,292 shares 13,292 $1.05M 0.06% -377 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: 4,920 shares; 2024Q4: 4,541 shares; 2025Q1: 3,520 shares; 2025Q2: 4,187 shares; 2025Q3: 5,053 shares; 2025Q4: 5,044 shares 5,044 $983K 0.05% -9 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,393 shares; 2024Q4: 13,094 shares; 2025Q1: 8,970 shares; 2025Q2: 8,893 shares; 2025Q3: 8,073 shares; 2025Q4: 7,734 shares 7,734 $974K 0.05% -339 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: 26,900 shares; 2024Q4: 25,469 shares; 2025Q1: 24,633 shares; 2025Q2: 24,830 shares; 2025Q3: 24,345 shares; 2025Q4: 23,158 shares 23,158 $943K 0.05% -1,187 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,554 shares; 2024Q4: 10,554 shares; 2025Q1: 12,548 shares; 2025Q2: 12,570 shares; 2025Q3: 9,353 shares; 2025Q4: 9,284 shares 9,284 $936K 0.05% -69 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,051 shares; 2024Q4: 28,008 shares; 2025Q1: 28,008 shares; 2025Q2: 28,008 shares; 2025Q3: 26,472 shares; 2025Q4: 28,266 shares 28,266 $922K 0.05% +1,794 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: 9,773 shares; 2024Q4: 10,221 shares; 2025Q1: 9,720 shares; 2025Q2: 9,577 shares; 2025Q3: 9,490 shares; 2025Q4: 8,745 shares 8,745 $920K 0.05% -745 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 5,581 shares; 2025Q1: 5,175 shares; 2025Q2: 5,177 shares; 2025Q3: 5,170 shares; 2025Q4: 5,209 shares 5,209 $904K 0.05% +39 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: 3,029 shares; 2024Q4: 2,788 shares; 2025Q1: 1,954 shares; 2025Q2: 1,602 shares; 2025Q3: 1,612 shares; 2025Q4: 1,572 shares 1,572 $897K 0.05% -40 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,703 shares 8,703 $891K 0.05% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,357 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,121 shares; 2025Q4: 1,008 shares 1,008 $886K 0.05% -113 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: 3,668 shares; 2024Q4: 3,536 shares; 2025Q1: 3,265 shares; 2025Q2: 2,694 shares; 2025Q3: 2,699 shares; 2025Q4: 2,704 shares 2,704 $885K 0.05% +5 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: 11,017 shares; 2024Q4: 11,230 shares; 2025Q1: 9,626 shares; 2025Q2: 9,372 shares; 2025Q3: 9,453 shares; 2025Q4: 11,471 shares 11,471 $884K 0.05% +2,018 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,055 shares; 2024Q4: 7,294 shares; 2025Q1: 7,463 shares; 2025Q2: 7,844 shares; 2025Q3: 13,543 shares; 2025Q4: 13,809 shares 13,809 $863K 0.05% +266 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,830 shares; 2024Q4: 13,487 shares; 2025Q1: 12,795 shares; 2025Q2: 12,793 shares; 2025Q3: 8,615 shares; 2025Q4: 8,546 shares 8,546 $854K 0.05% -69 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 4,069 shares; 2025Q1: 4,879 shares; 2025Q2: 4,828 shares; 2025Q3: 5,458 shares; 2025Q4: 3,870 shares 3,870 $851K 0.05% -1,588 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 5,472 shares; 2025Q1: 9,169 shares; 2025Q2: 10,303 shares; 2025Q3: 10,498 shares; 2025Q4: 9,462 shares 9,462 $846K 0.05% -1,036 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,943 shares; 2025Q3: 19,418 shares; 2025Q4: 19,422 shares 19,422 $845K 0.05% +4 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: 5,470 shares; 2024Q4: 5,331 shares; 2025Q1: 5,321 shares; 2025Q2: 5,178 shares; 2025Q3: 5,201 shares; 2025Q4: 5,197 shares 5,197 $834K 0.05% -4 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: 689 shares; 2024Q4: 700 shares; 2025Q1: 762 shares; 2025Q2: 768 shares; 2025Q3: 828 shares; 2025Q4: 8,836 shares 8,836 $828K 0.05% +8,008 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,708 shares; 2025Q1: 1,888 shares; 2025Q2: 1,908 shares; 2025Q3: 2,613 shares; 2025Q4: 1,726 shares 1,726 $817K 0.05% -887 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: 10,137 shares; 2024Q4: 10,137 shares; 2025Q1: 10,137 shares; 2025Q2: 10,137 shares; 2025Q3: 10,137 shares; 2025Q4: 10,877 shares 10,877 $800K 0.04% +740 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,268 shares; 2025Q1: 1,268 shares; 2025Q2: 1,268 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares 1,268 $765K 0.04% 0 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: 16,442 shares; 2024Q4: 16,062 shares; 2025Q1: 12,087 shares; 2025Q2: 10,491 shares; 2025Q3: 10,855 shares; 2025Q4: 13,556 shares 13,556 $746K 0.04% +2,701 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,879 shares; 2024Q4: 14,870 shares; 2025Q1: 11,659 shares; 2025Q2: 12,706 shares; 2025Q3: 12,721 shares; 2025Q4: 12,672 shares 12,672 $742K 0.04% -49 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: 6,324 shares; 2024Q4: 6,130 shares; 2025Q1: 5,773 shares; 2025Q2: 3,848 shares; 2025Q3: 3,929 shares; 2025Q4: 4,282 shares 4,282 $732K 0.04% +353 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: 1,180 shares; 2024Q4: 1,051 shares; 2025Q1: 1,152 shares; 2025Q2: 953 shares; 2025Q3: 974 shares; 2025Q4: 4,685 shares 4,685 $718K 0.04% +3,711 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,627 shares; 2024Q4: 25,777 shares; 2025Q1: 25,777 shares; 2025Q2: 25,275 shares; 2025Q3: 24,788 shares; 2025Q4: 29,239 shares 29,239 $703K 0.04% +4,451 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: 4,061 shares; 2024Q4: 3,125 shares; 2025Q1: 3,268 shares; 2025Q2: 3,068 shares; 2025Q3: 3,884 shares; 2025Q4: 4,860 shares 4,860 $697K 0.04% +976 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: 1,182 shares; 2024Q4: 1,122 shares; 2025Q1: 1,143 shares; 2025Q2: 1,136 shares; 2025Q3: 1,213 shares; 2025Q4: 1,056 shares 1,056 $690K 0.04% -157 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: 2,370 shares; 2025Q3: 2,377 shares; 2025Q4: 2,834 shares 2,834 $687K 0.04% +457 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: 20,667 shares; 2024Q4: 16,408 shares; 2025Q1: 16,645 shares; 2025Q2: 17,259 shares; 2025Q3: 17,458 shares; 2025Q4: 18,366 shares 18,366 $678K 0.04% +908 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 3,645 shares; 2025Q1: 3,347 shares; 2025Q2: 3,339 shares; 2025Q3: 3,496 shares; 2025Q4: 4,751 shares 4,751 $670K 0.04% +1,255 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: 651 shares; 2024Q4: 650 shares; 2025Q1: 653 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 640 shares 640 $646K 0.04% -1 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,976 shares; 2025Q2: 7,800 shares; 2025Q3: 9,344 shares; 2025Q4: 9,604 shares 9,604 $634K 0.03% +260 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 2,768 shares; 2025Q1: 2,667 shares; 2025Q2: 3,054 shares; 2025Q3: 2,983 shares; 2025Q4: 2,971 shares 2,971 $629K 0.03% -12 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 3,976 shares; 2025Q1: 3,948 shares; 2025Q2: 3,962 shares; 2025Q3: 3,983 shares; 2025Q4: 3,992 shares 3,992 $615K 0.03% +9 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: 11,734 shares; 2024Q4: 11,734 shares; 2025Q1: 11,821 shares; 2025Q2: 11,726 shares; 2025Q3: 11,817 shares; 2025Q4: 12,004 shares 12,004 $613K 0.03% +187 Timeline WSO WATSCO INC More: the full row for WATSCO 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: 1,796 shares; 2025Q3: 1,791 shares; 2025Q4: 1,785 shares 1,785 $601K 0.03% -6 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: 3,730 shares; 2024Q4: 3,719 shares; 2025Q1: 3,716 shares; 2025Q2: 3,678 shares; 2025Q3: 3,689 shares; 2025Q4: 3,671 shares 3,671 $597K 0.03% -18 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: 4,259 shares; 2024Q4: 4,219 shares; 2025Q1: 3,416 shares; 2025Q2: 3,441 shares; 2025Q3: 3,835 shares; 2025Q4: 3,847 shares 3,847 $591K 0.03% +12 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,273 shares; 2025Q1: 1,305 shares; 2025Q2: 1,311 shares; 2025Q3: 1,333 shares; 2025Q4: 1,244 shares 1,244 $579K 0.03% -89 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 2,093 shares; 2025Q1: 2,147 shares; 2025Q2: 2,109 shares; 2025Q3: 1,977 shares; 2025Q4: 1,940 shares 1,940 $560K 0.03% -37 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 528 shares; 2025Q1: 757 shares; 2025Q2: 757 shares; 2025Q3: 776 shares; 2025Q4: 743 shares 743 $560K 0.03% -33 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,887 shares; 2024Q4: 7,685 shares; 2025Q1: 2,515 shares; 2025Q2: 2,335 shares; 2025Q3: 2,415 shares; 2025Q4: 2,419 shares 2,419 $554K 0.03% +4 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: 6,229 shares; 2024Q4: 5,873 shares; 2025Q1: 5,499 shares; 2025Q2: 5,034 shares; 2025Q3: 5,211 shares; 2025Q4: 4,854 shares 4,854 $552K 0.03% -357 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,898 shares; 2024Q4: 38,898 shares; 2025Q1: 38,799 shares; 2025Q2: 38,805 shares; 2025Q3: 29,459 shares; 2025Q4: 29,455 shares 29,455 $551K 0.03% -4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 5,406 shares; 2025Q1: 5,676 shares; 2025Q2: 5,995 shares; 2025Q3: 6,119 shares; 2025Q4: 6,225 shares 6,225 $535K 0.03% +106 Timeline IFRA 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: 10,146 shares; 2024Q4: 10,146 shares; 2025Q1: 10,146 shares; 2025Q2: 10,219 shares; 2025Q3: 10,146 shares; 2025Q4: 10,146 shares 10,146 $534K 0.03% 0 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: 10,898 shares; 2024Q4: 11,373 shares; 2025Q1: 11,425 shares; 2025Q2: 11,172 shares; 2025Q3: 12,354 shares; 2025Q4: 9,484 shares 9,484 $510K 0.03% -2,870 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: 8,600 shares; 2024Q4: 8,467 shares; 2025Q1: 9,266 shares; 2025Q2: 9,457 shares; 2025Q3: 9,226 shares; 2025Q4: 8,810 shares 8,810 $508K 0.03% -416 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,307 shares; 2024Q4: 5,028 shares; 2025Q1: 7,732 shares; 2025Q2: 8,071 shares; 2025Q3: 8,048 shares; 2025Q4: 5,276 shares 5,276 $508K 0.03% -2,772 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,692 shares; 2025Q1: 2,708 shares; 2025Q2: 2,697 shares; 2025Q3: 2,699 shares; 2025Q4: 2,693 shares 2,693 $506K 0.03% -6 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,781 shares; 2025Q1: 1,813 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,726 shares 1,726 $498K 0.03% +3 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,530 shares; 2025Q3: 6,530 shares; 2025Q4: 6,575 shares 6,575 $478K 0.03% +45 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,824 shares; 2025Q4: 5,986 shares 5,986 $477K 0.03% +3,162 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,290 shares; 2024Q4: 5,345 shares; 2025Q1: 4,770 shares; 2025Q2: 4,254 shares; 2025Q3: 5,026 shares; 2025Q4: 4,917 shares 4,917 $472K 0.03% -109 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: 2,746 shares; 2025Q3: 2,739 shares; 2025Q4: 2,655 shares 2,655 $472K 0.03% -84 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,809 shares; 2024Q4: 5,451 shares; 2025Q1: 5,051 shares; 2025Q2: 5,047 shares; 2025Q3: 5,078 shares; 2025Q4: 5,078 shares 5,078 $450K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 1,533 shares; 2025Q1: 1,562 shares; 2025Q2: 1,639 shares; 2025Q3: 1,992 shares; 2025Q4: 2,067 shares 2,067 $449K 0.02% +75 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: 1,260 shares; 2024Q4: 1,361 shares; 2025Q1: 1,464 shares; 2025Q2: 1,350 shares; 2025Q3: 1,434 shares; 2025Q4: 1,471 shares 1,471 $447K 0.02% +37 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: 4,534 shares; 2024Q4: 4,534 shares; 2025Q1: 4,534 shares; 2025Q2: 4,551 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares 4,580 $431K 0.02% 0 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,595 shares; 2025Q1: 12,045 shares; 2025Q2: 10,617 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares 10,300 $427K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,354 shares; 2024Q4: 7,354 shares; 2025Q1: 6,868 shares; 2025Q2: 5,806 shares; 2025Q3: 5,710 shares; 2025Q4: 5,710 shares 5,710 $424K 0.02% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,945 shares; 2024Q4: 7,950 shares; 2025Q1: 10,498 shares; 2025Q2: 10,498 shares; 2025Q3: 10,498 shares; 2025Q4: 10,498 shares 10,498 $414K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,552 shares; 2025Q1: 1,554 shares; 2025Q2: 1,919 shares; 2025Q3: 1,879 shares; 2025Q4: 1,673 shares 1,673 $412K 0.02% -206 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: 2,229 shares; 2025Q3: 2,289 shares; 2025Q4: 2,396 shares 2,396 $410K 0.02% +107 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: 4,841 shares; 2024Q4: 4,448 shares; 2025Q1: 3,941 shares; 2025Q2: 3,877 shares; 2025Q3: 4,732 shares; 2025Q4: 4,333 shares 4,333 $404K 0.02% -399 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,018 shares; 2024Q4: 3,890 shares; 2025Q1: 3,883 shares; 2025Q2: 3,903 shares; 2025Q3: 3,945 shares; 2025Q4: 3,940 shares 3,940 $404K 0.02% -5 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 973 shares; 2025Q4: 973 shares 973 $402K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 14,063 shares; 2025Q1: 13,744 shares; 2025Q2: 13,275 shares; 2025Q3: 14,725 shares; 2025Q4: 14,883 shares 14,883 $400K 0.02% +158 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 818 shares; 2025Q1: 825 shares; 2025Q2: 827 shares; 2025Q3: 838 shares; 2025Q4: 823 shares 823 $400K 0.02% -15 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: 15,200 shares; 2024Q4: 19,706 shares; 2025Q1: 18,692 shares; 2025Q2: 17,650 shares; 2025Q3: 15,910 shares; 2025Q4: 15,876 shares 15,876 $395K 0.02% -34 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: 4,627 shares; 2024Q4: 5,106 shares; 2025Q1: 5,114 shares; 2025Q2: 5,664 shares; 2025Q3: 5,504 shares; 2025Q4: 5,631 shares 5,631 $394K 0.02% +127 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,484 shares 7,484 $385K 0.02% new 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: 4,379 shares; 2024Q4: 4,374 shares; 2025Q1: 4,432 shares; 2025Q2: 5,652 shares; 2025Q3: 4,421 shares; 2025Q4: 4,415 shares 4,415 $385K 0.02% -6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,175 shares; 2024Q4: 5,175 shares; 2025Q1: 5,017 shares; 2025Q2: 5,017 shares; 2025Q3: 5,017 shares; 2025Q4: 5,017 shares 5,017 $383K 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 4,307 shares; 2025Q1: 4,180 shares; 2025Q2: 4,133 shares; 2025Q3: 4,821 shares; 2025Q4: 5,176 shares 5,176 $382K 0.02% +355 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,482 shares; 2024Q4: 11,751 shares; 2025Q1: 13,243 shares; 2025Q2: 13,280 shares; 2025Q3: 16,032 shares; 2025Q4: 16,659 shares 16,659 $382K 0.02% +627 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,148 shares; 2025Q4: 16,875 shares 16,875 $362K 0.02% -2,273 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 1,624 shares; 2025Q1: 1,624 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares 1,624 $349K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,157 shares; 2025Q1: 2,061 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares 2,090 $341K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,720 shares; 2024Q4: 8,720 shares; 2025Q1: 8,720 shares; 2025Q2: 8,318 shares; 2025Q3: 8,318 shares; 2025Q4: 8,318 shares 8,318 $340K 0.02% 0 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: 2,376 shares; 2024Q4: 2,372 shares; 2025Q1: 2,011 shares; 2025Q2: 2,092 shares; 2025Q3: 2,093 shares; 2025Q4: 2,074 shares 2,074 $338K 0.02% -19 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,740 shares; 2025Q1: 2,764 shares; 2025Q2: 2,738 shares; 2025Q3: 2,746 shares; 2025Q4: 2,752 shares 2,752 $336K 0.02% +6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,011 shares; 2025Q1: 3,011 shares; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares; 2025Q4: 3,011 shares 3,011 $330K 0.02% 0 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,726 shares; 2024Q4: not reported; 2025Q1: 4,074 shares; 2025Q2: 4,028 shares; 2025Q3: 4,028 shares; 2025Q4: 4,613 shares 4,613 $329K 0.02% +585 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,720 shares; 2024Q4: 13,519 shares; 2025Q1: 13,301 shares; 2025Q2: 14,291 shares; 2025Q3: 14,872 shares; 2025Q4: 11,459 shares 11,459 $326K 0.02% -3,413 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,661 shares; 2025Q3: 1,768 shares; 2025Q4: 1,761 shares 1,761 $324K 0.02% -7 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,387 shares; 2024Q4: 4,387 shares; 2025Q1: 4,387 shares; 2025Q2: 4,014 shares; 2025Q3: 4,014 shares; 2025Q4: 3,987 shares 3,987 $323K 0.02% -27 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 1,093 shares; 2025Q1: 600 shares; 2025Q2: 591 shares; 2025Q3: 616 shares; 2025Q4: 567 shares 567 $321K 0.02% -49 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: 1,832 shares; 2024Q4: 1,554 shares; 2025Q1: not reported; 2025Q2: 1,245 shares; 2025Q3: 1,264 shares; 2025Q4: 1,240 shares 1,240 $319K 0.02% -24 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: 746 shares; 2024Q4: 624 shares; 2025Q1: 598 shares; 2025Q2: 599 shares; 2025Q3: 600 shares; 2025Q4: 480 shares 480 $318K 0.02% -120 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,963 shares; 2025Q3: 2,361 shares; 2025Q4: 2,612 shares 2,612 $316K 0.02% +251 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 892 shares; 2025Q1: 928 shares; 2025Q2: 899 shares; 2025Q3: 946 shares; 2025Q4: 890 shares 890 $313K 0.02% -56 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: 5,013 shares; 2024Q4: 5,845 shares; 2025Q1: 6,636 shares; 2025Q2: 5,739 shares; 2025Q3: 5,752 shares; 2025Q4: 5,761 shares 5,761 $307K 0.02% +9 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,596 shares; 2025Q3: 3,547 shares; 2025Q4: 3,736 shares 3,736 $305K 0.02% +189 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,165 shares; 2025Q2: 11,215 shares; 2025Q3: 11,268 shares; 2025Q4: 11,103 shares 11,103 $305K 0.02% -165 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,354 shares; 2025Q1: 2,380 shares; 2025Q2: 2,365 shares; 2025Q3: 2,363 shares; 2025Q4: 2,349 shares 2,349 $303K 0.02% -14 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 517 shares; 2025Q4: 517 shares 517 $301K 0.02% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,889 shares; 2025Q3: 5,889 shares; 2025Q4: 5,919 shares 5,919 $301K 0.02% +30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 377 shares; 2025Q1: 381 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 371 shares 371 $300K 0.02% 0 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: 2,563 shares; 2024Q4: 3,063 shares; 2025Q1: 4,179 shares; 2025Q2: 4,019 shares; 2025Q3: 3,268 shares; 2025Q4: 3,693 shares 3,693 $296K 0.02% +425 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: 1,483 shares; 2025Q3: 1,521 shares; 2025Q4: 1,625 shares 1,625 $288K 0.02% +104 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: 1,313 shares; 2025Q3: 1,500 shares; 2025Q4: 1,383 shares 1,383 $288K 0.02% -117 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,588 shares; 2025Q1: 1,608 shares; 2025Q2: 1,589 shares; 2025Q3: 1,595 shares; 2025Q4: 1,550 shares 1,550 $288K 0.02% -45 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,963 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,846 shares 9,846 $284K 0.02% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,294 shares; 2024Q4: 13,967 shares; 2025Q1: 14,843 shares; 2025Q2: 15,555 shares; 2025Q3: 9,769 shares; 2025Q4: 8,828 shares 8,828 $273K 0.02% -941 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 493 shares; 2025Q1: 499 shares; 2025Q2: 504 shares; 2025Q3: 512 shares; 2025Q4: 535 shares 535 $273K 0.02% +23 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: 2,657 shares; 2025Q1: not reported; 2025Q2: 2,292 shares; 2025Q3: 2,304 shares; 2025Q4: 2,353 shares 2,353 $273K 0.02% +49 Timeline ESML 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: 6,189 shares; 2024Q4: 6,160 shares; 2025Q1: 5,942 shares; 2025Q2: 6,015 shares; 2025Q3: 6,030 shares; 2025Q4: 5,735 shares 5,735 $264K 0.01% -295 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: 5,444 shares; 2024Q4: 5,566 shares; 2025Q1: 5,940 shares; 2025Q2: 5,343 shares; 2025Q3: 4,725 shares; 2025Q4: 4,769 shares 4,769 $257K 0.01% +44 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 863 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares 864 $254K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 2,507 shares; 2025Q1: 2,429 shares; 2025Q2: 2,420 shares; 2025Q3: 2,448 shares; 2025Q4: 2,450 shares 2,450 $251K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,202 shares; 2025Q4: 2,116 shares 2,116 $247K 0.01% -86 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 8,786 shares; 2025Q1: 8,636 shares; 2025Q2: 8,764 shares; 2025Q3: 9,124 shares; 2025Q4: 8,997 shares 8,997 $247K 0.01% -127 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,884 shares; 2025Q4: 6,511 shares 6,511 $243K 0.01% -373 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: 4,513 shares; 2025Q1: 4,513 shares; 2025Q2: 3,981 shares; 2025Q3: 3,844 shares; 2025Q4: 3,729 shares 3,729 $242K 0.01% -115 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 841 shares 841 $240K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,687 shares; 2024Q4: 43,552 shares; 2025Q1: 43,366 shares; 2025Q2: 43,196 shares; 2025Q3: 43,021 shares; 2025Q4: 42,758 shares 42,758 $238K 0.01% -263 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 907 shares; 2025Q1: 603 shares; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: 409 shares 409 $237K 0.01% -11 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: 1,385 shares; 2024Q4: 1,210 shares; 2025Q1: 1,211 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,233 shares 1,233 $236K 0.01% +21 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares 1,112 $236K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 7,421 shares; 2025Q1: 7,429 shares; 2025Q2: 8,173 shares; 2025Q3: 7,235 shares; 2025Q4: 7,235 shares 7,235 $234K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 2,040 shares; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,791 shares; 2025Q4: 1,962 shares 1,962 $230K 0.01% +171 Timeline AEYE AUDIOEYE INC More: the full row for AUDIOEYE 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: 22,945 shares 22,945 $229K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 10,605 shares; 2025Q1: 10,444 shares; 2025Q2: 10,444 shares; 2025Q3: 10,444 shares; 2025Q4: 10,444 shares 10,444 $227K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,712 shares 2,712 $225K 0.01% 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: not reported; 2025Q3: 1,709 shares; 2025Q4: 1,705 shares 1,705 $223K 0.01% -4 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,323 shares; 2025Q3: 3,326 shares; 2025Q4: 4,467 shares 4,467 $222K 0.01% +1,141 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,446 shares; 2025Q3: 7,446 shares; 2025Q4: 7,446 shares 7,446 $220K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 268 shares; 2025Q1: 238 shares; 2025Q2: 228 shares; 2025Q3: 287 shares; 2025Q4: 205 shares 205 $220K 0.01% -82 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 951 shares; 2025Q4: 867 shares 867 $219K 0.01% -84 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,644 shares; 2024Q4: 4,413 shares; 2025Q1: 2,493 shares; 2025Q2: 2,451 shares; 2025Q3: 2,608 shares; 2025Q4: 2,598 shares 2,598 $219K 0.01% -10 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 908 shares; 2025Q4: 947 shares 947 $218K 0.01% +39 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: 3,486 shares; 2024Q4: not reported; 2025Q1: 3,334 shares; 2025Q2: 3,358 shares; 2025Q3: 3,365 shares; 2025Q4: 3,240 shares 3,240 $217K 0.01% -125 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: not reported; 2025Q1: 972 shares; 2025Q2: 969 shares; 2025Q3: 985 shares; 2025Q4: 979 shares 979 $215K 0.01% -6 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 1,992 shares; 2025Q1: 2,004 shares; 2025Q2: 2,031 shares; 2025Q3: 2,032 shares; 2025Q4: 1,659 shares 1,659 $214K 0.01% -373 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,921 shares; 2025Q4: 1,921 shares 1,921 $212K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,414 shares 2,414 $211K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: not reported; 2025Q1: 1,883 shares; 2025Q2: not reported; 2025Q3: 1,860 shares; 2025Q4: 1,833 shares 1,833 $211K 0.01% -27 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: 3,805 shares; 2024Q4: 3,423 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 984 shares 984 $211K 0.01% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,338 shares 1,338 $210K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 4,225 shares; 2025Q1: 4,145 shares; 2025Q2: 4,063 shares; 2025Q3: 4,089 shares; 2025Q4: 4,153 shares 4,153 $208K 0.01% +64 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,886 shares 7,886 $207K 0.01% new 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: 1,497 shares 1,497 $206K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 854 shares; 2025Q1: 787 shares; 2025Q2: 784 shares; 2025Q3: 782 shares; 2025Q4: 748 shares 748 $206K 0.01% -34 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 550 shares; 2025Q1: not reported; 2025Q2: 482 shares; 2025Q3: 517 shares; 2025Q4: 525 shares 525 $204K 0.01% +8 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares 750 $203K 0.01% new Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,411 shares; 2025Q1: 10,417 shares; 2025Q2: 10,455 shares; 2025Q3: 10,455 shares; 2025Q4: 10,455 shares 10,455 $203K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,673 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,402 shares; 2025Q4: 4,402 shares 4,402 $203K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: 2,232 shares; 2025Q3: 2,261 shares; 2025Q4: 2,202 shares 2,202 $201K 0.01% -59 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER 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: not reported; 2025Q3: not reported; 2025Q4: 3,186 shares 3,186 $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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,588 shares; 2025Q3: 33,588 shares; 2025Q4: 33,588 shares 33,588 $129K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,594 shares; 2025Q3: 10,594 shares; 2025Q4: 10,594 shares 10,594 $106K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $83K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,600 shares; 2024Q4: 28,600 shares; 2025Q1: 28,600 shares; 2025Q2: 28,600 shares; 2025Q3: 28,600 shares; 2025Q4: 28,600 shares 28,600 $63.2K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,617 shares; 2024Q4: 15,617 shares; 2025Q1: 15,617 shares; 2025Q2: 15,617 shares; 2025Q3: 15,617 shares; 2025Q4: 15,617 shares 15,617 $57K <0.01% 0 Timeline