SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,170,184 shares; 2024Q4: 3,133,384 shares; 2025Q1: 3,299,115 shares; 2025Q2: 3,479,793 shares; 2025Q3: 3,692,751 shares; 2025Q4: 3,904,988 shares 3,904,988 $101M 14.21% +212,237 Timeline IQLT 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: 827,311 shares; 2024Q4: 828,193 shares; 2025Q1: 859,000 shares; 2025Q2: 903,708 shares; 2025Q3: 953,460 shares; 2025Q4: 1,040,991 shares 1,040,991 $47.3M 6.68% +87,531 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: 6,657 shares; 2024Q4: 6,708 shares; 2025Q1: 444,052 shares; 2025Q2: 470,019 shares; 2025Q3: 488,484 shares; 2025Q4: 505,694 shares 505,694 $39.9M 5.63% +17,210 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: 159,765 shares; 2024Q4: 160,333 shares; 2025Q1: 161,094 shares; 2025Q2: 156,811 shares; 2025Q3: 158,431 shares; 2025Q4: 155,847 shares 155,847 $39.4M 5.57% -2,584 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: 75,503 shares; 2024Q4: 74,741 shares; 2025Q1: 74,673 shares; 2025Q2: 75,157 shares; 2025Q3: 74,391 shares; 2025Q4: 73,738 shares 73,738 $36M 5.08% -653 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 963,184 shares; 2025Q4: 1,043,052 shares 1,043,052 $32.8M 4.63% +79,868 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: 296,073 shares; 2024Q4: 340,864 shares; 2025Q1: 384,135 shares; 2025Q2: 426,593 shares; 2025Q3: 470,709 shares; 2025Q4: 552,462 shares 552,462 $27.6M 3.89% +81,753 Timeline IEMG 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: 30,007 shares; 2024Q4: 30,029 shares; 2025Q1: 31,668 shares; 2025Q2: 33,195 shares; 2025Q3: 370,867 shares; 2025Q4: 397,556 shares 397,556 $26.7M 3.78% +26,689 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: 309,502 shares; 2024Q4: 324,779 shares; 2025Q1: 338,794 shares; 2025Q2: 354,584 shares; 2025Q3: 376,939 shares; 2025Q4: 399,062 shares 399,062 $21.5M 3.03% +22,123 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: 98,051 shares; 2024Q4: 99,233 shares; 2025Q1: 98,106 shares; 2025Q2: 98,336 shares; 2025Q3: 100,935 shares; 2025Q4: 103,800 shares 103,800 $20.6M 2.91% +2,865 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: 401,044 shares; 2024Q4: 434,978 shares; 2025Q1: 474,044 shares; 2025Q2: 457,843 shares; 2025Q3: 524,775 shares; 2025Q4: 599,978 shares 599,978 $20.5M 2.9% +75,203 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: 299,152 shares; 2024Q4: 343,041 shares; 2025Q1: 413,753 shares; 2025Q2: 417,258 shares; 2025Q3: 457,377 shares; 2025Q4: 571,198 shares 571,198 $18.8M 2.66% +113,821 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260,970 shares; 2025Q3: 265,724 shares; 2025Q4: 289,257 shares 289,257 $16.6M 2.34% +23,533 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,825 shares; 2025Q1: 2,518 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175,612 shares 175,612 $15.5M 2.2% new Timeline IWO 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: 36,928 shares; 2024Q4: 37,768 shares; 2025Q1: 37,684 shares; 2025Q2: 38,853 shares; 2025Q3: 42,815 shares; 2025Q4: 43,449 shares 43,449 $14M 1.98% +634 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: 278,369 shares; 2024Q4: 295,916 shares; 2025Q1: 330,468 shares; 2025Q2: 290,788 shares; 2025Q3: 363,976 shares; 2025Q4: 414,592 shares 414,592 $13.6M 1.93% +50,616 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: 26,801 shares; 2024Q4: 26,606 shares; 2025Q1: 25,873 shares; 2025Q2: 26,073 shares; 2025Q3: 25,910 shares; 2025Q4: 25,622 shares 25,622 $12.1M 1.71% -288 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: 147,615 shares; 2024Q4: 141,591 shares; 2025Q1: 141,804 shares; 2025Q2: 139,198 shares; 2025Q3: 140,706 shares; 2025Q4: 133,851 shares 133,851 $9.91M 1.4% -6,855 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: 217,734 shares; 2024Q4: 215,325 shares; 2025Q1: 211,648 shares; 2025Q2: 210,155 shares; 2025Q3: 209,997 shares; 2025Q4: 209,709 shares 209,709 $9.77M 1.38% -288 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,658 shares; 2024Q4: 61,770 shares; 2025Q1: 71,732 shares; 2025Q2: 86,541 shares; 2025Q3: 84,411 shares; 2025Q4: 80,456 shares 80,456 $8.58M 1.21% -3,955 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: 20,227 shares; 2024Q4: 21,384 shares; 2025Q1: 22,037 shares; 2025Q2: 21,999 shares; 2025Q3: 23,129 shares; 2025Q4: 26,584 shares 26,584 $7.23M 1.02% +3,455 Timeline CWI 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: 195,963 shares; 2024Q4: 195,618 shares; 2025Q1: 195,618 shares; 2025Q2: 191,704 shares; 2025Q3: 190,908 shares; 2025Q4: 190,435 shares 190,435 $6.84M 0.97% -473 Timeline IVW 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: 60,373 shares; 2024Q4: 58,903 shares; 2025Q1: 57,169 shares; 2025Q2: 55,668 shares; 2025Q3: 55,114 shares; 2025Q4: 52,877 shares 52,877 $6.52M 0.92% -2,237 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,574 shares; 2024Q4: 77,207 shares; 2025Q1: 73,245 shares; 2025Q2: 67,872 shares; 2025Q3: 66,877 shares; 2025Q4: 66,885 shares 66,885 $5.89M 0.83% +8 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,074 shares; 2024Q4: 35,189 shares; 2025Q1: 45,946 shares; 2025Q2: 51,373 shares; 2025Q3: 46,730 shares; 2025Q4: 54,849 shares 54,849 $5.85M 0.83% +8,119 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: 48,455 shares; 2024Q4: 57,516 shares; 2025Q1: 57,927 shares; 2025Q2: 57,961 shares; 2025Q3: 58,405 shares; 2025Q4: 57,054 shares 57,054 $5.7M 0.81% -1,351 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,889 shares; 2024Q4: 58,191 shares; 2025Q1: 55,075 shares; 2025Q2: 50,061 shares; 2025Q3: 49,759 shares; 2025Q4: 52,622 shares 52,622 $4.81M 0.68% +2,863 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 812 shares; 2025Q1: 868 shares; 2025Q2: 5,991 shares; 2025Q3: 6,942 shares; 2025Q4: 7,205 shares 7,205 $4.43M 0.63% +263 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: 22,636 shares; 2024Q4: 21,333 shares; 2025Q1: 21,311 shares; 2025Q2: 21,285 shares; 2025Q3: 21,426 shares; 2025Q4: 21,652 shares 21,652 $4.14M 0.58% +226 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: 111,668 shares; 2024Q4: 110,494 shares; 2025Q1: 108,332 shares; 2025Q2: 101,156 shares; 2025Q3: 99,926 shares; 2025Q4: 99,058 shares 99,058 $4.05M 0.57% -868 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: 11,757 shares; 2024Q4: 11,731 shares; 2025Q1: 12,706 shares; 2025Q2: 15,529 shares; 2025Q3: 17,323 shares; 2025Q4: 20,839 shares 20,839 $3.89M 0.55% +3,516 Timeline EEM 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: 76,386 shares; 2024Q4: 76,128 shares; 2025Q1: 75,310 shares; 2025Q2: 68,827 shares; 2025Q3: 67,884 shares; 2025Q4: 66,684 shares 66,684 $3.65M 0.52% -1,200 Timeline DWM 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: 64,379 shares; 2024Q4: 62,647 shares; 2025Q1: 61,091 shares; 2025Q2: 57,475 shares; 2025Q3: 55,893 shares; 2025Q4: 52,794 shares 52,794 $3.63M 0.51% -3,099 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: 10,958 shares; 2024Q4: 10,548 shares; 2025Q1: 12,183 shares; 2025Q2: 17,140 shares; 2025Q3: 17,388 shares; 2025Q4: 17,147 shares 17,147 $3.61M 0.51% -241 Timeline IWN 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: 18,608 shares; 2024Q4: 18,622 shares; 2025Q1: 18,585 shares; 2025Q2: 20,348 shares; 2025Q3: 20,148 shares; 2025Q4: 19,351 shares 19,351 $3.51M 0.5% -797 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: 5,247 shares; 2024Q4: 5,733 shares; 2025Q1: 6,020 shares; 2025Q2: 23,212 shares; 2025Q3: 23,266 shares; 2025Q4: 24,420 shares 24,420 $3.5M 0.49% +1,154 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: 3,523 shares; 2024Q4: 4,338 shares; 2025Q1: 4,664 shares; 2025Q2: 5,478 shares; 2025Q3: 6,079 shares; 2025Q4: 6,998 shares 6,998 $3.38M 0.48% +919 Timeline IJT 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: 25,146 shares; 2024Q4: 25,135 shares; 2025Q1: 24,847 shares; 2025Q2: 24,571 shares; 2025Q3: 24,225 shares; 2025Q4: 23,875 shares 23,875 $3.37M 0.48% -350 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: 11,060 shares; 2024Q4: 11,305 shares; 2025Q1: 11,726 shares; 2025Q2: 11,502 shares; 2025Q3: 12,198 shares; 2025Q4: 14,481 shares 14,481 $3.34M 0.47% +2,283 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: 15,450 shares; 2024Q4: 15,268 shares; 2025Q1: 14,939 shares; 2025Q2: 14,912 shares; 2025Q3: 15,022 shares; 2025Q4: 15,024 shares 15,024 $3.3M 0.47% +2 Timeline IUSV 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: 32,038 shares; 2025Q3: 32,038 shares; 2025Q4: 32,038 shares 32,038 $3.29M 0.46% 0 Timeline SPEM 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: 50,837 shares; 2024Q4: 48,989 shares; 2025Q1: 48,083 shares; 2025Q2: 68,461 shares; 2025Q3: 67,392 shares; 2025Q4: 68,927 shares 68,927 $3.23M 0.46% +1,535 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: 15,184 shares; 2024Q4: 14,809 shares; 2025Q1: 15,080 shares; 2025Q2: 15,072 shares; 2025Q3: 14,585 shares; 2025Q4: 14,579 shares 14,579 $3.09M 0.44% -6 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: 35,608 shares; 2024Q4: 34,710 shares; 2025Q1: 34,644 shares; 2025Q2: 31,476 shares; 2025Q3: 30,986 shares; 2025Q4: 28,769 shares 28,769 $2.76M 0.39% -2,217 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: 4,249 shares; 2024Q4: 23,200 shares; 2025Q1: 26,819 shares; 2025Q2: 28,142 shares; 2025Q3: 28,529 shares; 2025Q4: 29,881 shares 29,881 $2.67M 0.38% +1,352 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: 834 shares; 2024Q4: 957 shares; 2025Q1: 987 shares; 2025Q2: 4,459 shares; 2025Q3: 3,563 shares; 2025Q4: 3,330 shares 3,330 $2.28M 0.32% -233 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: 2,967 shares; 2024Q4: 2,748 shares; 2025Q1: 4,821 shares; 2025Q2: 7,169 shares; 2025Q3: 7,159 shares; 2025Q4: 7,053 shares 7,053 $2.13M 0.3% -106 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,651 shares; 2025Q2: 2,651 shares; 2025Q3: 3,068 shares; 2025Q4: 3,098 shares 3,098 $2.11M 0.3% +30 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: 9,384 shares; 2024Q4: 9,303 shares; 2025Q1: 11,355 shares; 2025Q2: 10,159 shares; 2025Q3: 10,086 shares; 2025Q4: 9,885 shares 9,885 $2.09M 0.3% -201 Timeline PWB 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: 20,628 shares; 2024Q4: 20,627 shares; 2025Q1: 20,624 shares; 2025Q2: 20,624 shares; 2025Q3: 20,153 shares; 2025Q4: 16,217 shares 16,217 $2.06M 0.29% -3,936 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: 24,630 shares; 2024Q4: 24,350 shares; 2025Q1: 25,765 shares; 2025Q2: 25,894 shares; 2025Q3: 25,880 shares; 2025Q4: 26,406 shares 26,406 $1.94M 0.27% +526 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 2,992 shares; 2025Q1: 3,266 shares; 2025Q2: 3,452 shares; 2025Q3: 3,656 shares; 2025Q4: 5,843 shares 5,843 $1.83M 0.26% +2,187 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND 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: 3,510 shares; 2025Q3: 3,570 shares; 2025Q4: 3,570 shares 3,570 $1.72M 0.24% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,435 shares; 2024Q4: 19,107 shares; 2025Q1: 18,943 shares; 2025Q2: 18,571 shares; 2025Q3: 18,341 shares; 2025Q4: 17,958 shares 17,958 $1.69M 0.24% -383 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,296 shares; 2024Q4: 17,288 shares; 2025Q1: 15,938 shares; 2025Q2: 17,640 shares; 2025Q3: 19,781 shares; 2025Q4: 18,807 shares 18,807 $1.68M 0.24% -974 Timeline IJS 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: 13,271 shares; 2024Q4: 14,015 shares; 2025Q1: 14,001 shares; 2025Q2: 14,011 shares; 2025Q3: 13,759 shares; 2025Q4: 13,758 shares 13,758 $1.56M 0.22% -1 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: 27,411 shares; 2024Q4: 26,950 shares; 2025Q1: 26,730 shares; 2025Q2: 26,024 shares; 2025Q3: 25,987 shares; 2025Q4: 25,922 shares 25,922 $1.54M 0.22% -65 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,160 shares; 2024Q4: 40,315 shares; 2025Q1: 36,865 shares; 2025Q2: 35,617 shares; 2025Q3: 35,045 shares; 2025Q4: 34,155 shares 34,155 $1.48M 0.21% -890 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: 2,406 shares; 2024Q4: 2,484 shares; 2025Q1: 2,638 shares; 2025Q2: 3,629 shares; 2025Q3: 3,706 shares; 2025Q4: 4,186 shares 4,186 $1.47M 0.21% +480 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: 1,380 shares; 2024Q4: 1,735 shares; 2025Q1: 1,757 shares; 2025Q2: 1,946 shares; 2025Q3: 2,741 shares; 2025Q4: 4,183 shares 4,183 $1.45M 0.2% +1,442 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,687 shares; 2025Q3: 10,687 shares; 2025Q4: 10,687 shares 10,687 $1.41M 0.2% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,039 shares; 2024Q4: 19,417 shares; 2025Q1: 19,334 shares; 2025Q2: 19,021 shares; 2025Q3: 19,050 shares; 2025Q4: 19,074 shares 19,074 $1.36M 0.19% +24 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: 3,529 shares; 2024Q4: 3,966 shares; 2025Q1: 3,998 shares; 2025Q2: 3,883 shares; 2025Q3: 4,091 shares; 2025Q4: 4,223 shares 4,223 $1.33M 0.19% +132 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: 4,568 shares; 2024Q4: 4,721 shares; 2025Q1: 4,520 shares; 2025Q2: 9,456 shares; 2025Q3: 9,927 shares; 2025Q4: 11,826 shares 11,826 $1.32M 0.19% +1,899 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: 7,237 shares; 2024Q4: 7,437 shares; 2025Q1: 7,318 shares; 2025Q2: 7,314 shares; 2025Q3: 7,712 shares; 2025Q4: 8,591 shares 8,591 $1.23M 0.17% +879 Timeline VTWV 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: 7,661 shares; 2024Q4: 7,661 shares; 2025Q1: 7,661 shares; 2025Q2: 7,661 shares; 2025Q3: 7,661 shares; 2025Q4: 7,661 shares 7,661 $1.23M 0.17% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,529 shares; 2024Q4: 4,941 shares; 2025Q1: 5,223 shares; 2025Q2: 4,879 shares; 2025Q3: 5,256 shares; 2025Q4: 5,822 shares 5,822 $1.2M 0.17% +566 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,442 shares; 2025Q1: 1,442 shares; 2025Q2: 2,073 shares; 2025Q3: 2,397 shares; 2025Q4: 3,534 shares 3,534 $1.14M 0.16% +1,137 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,852 shares; 2024Q4: 20,413 shares; 2025Q1: 20,243 shares; 2025Q2: 19,784 shares; 2025Q3: 21,247 shares; 2025Q4: 19,945 shares 19,945 $1.13M 0.16% -1,302 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,280 shares; 2025Q1: 1,302 shares; 2025Q2: 1,213 shares; 2025Q3: 1,384 shares; 2025Q4: 1,707 shares 1,707 $1.13M 0.16% +323 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,988 shares; 2025Q3: 25,346 shares; 2025Q4: 25,346 shares 25,346 $1.08M 0.15% 0 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: 24,223 shares; 2024Q4: 24,235 shares; 2025Q1: 23,995 shares; 2025Q2: 23,351 shares; 2025Q3: 22,515 shares; 2025Q4: 16,530 shares 16,530 $1.03M 0.15% -5,985 Timeline SCZ 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: 13,724 shares; 2024Q4: 13,647 shares; 2025Q1: 13,584 shares; 2025Q2: 13,524 shares; 2025Q3: 13,008 shares; 2025Q4: 12,931 shares 12,931 $1M 0.14% -77 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,832 shares 6,832 $941K 0.13% new 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: 2,133 shares; 2024Q4: 2,133 shares; 2025Q1: 1,900 shares; 2025Q2: 1,791 shares; 2025Q3: 1,809 shares; 2025Q4: 2,327 shares 2,327 $922K 0.13% +518 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,398 shares; 2024Q4: 4,398 shares; 2025Q1: 4,398 shares; 2025Q2: 4,398 shares; 2025Q3: 4,423 shares; 2025Q4: 4,423 shares 4,423 $906K 0.13% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,763 shares; 2025Q1: 1,687 shares; 2025Q2: 2,267 shares; 2025Q3: 2,269 shares; 2025Q4: 2,492 shares 2,492 $836K 0.12% +223 Timeline VTWO 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: 8,324 shares; 2024Q4: 8,296 shares; 2025Q1: 8,300 shares; 2025Q2: 8,303 shares; 2025Q3: 8,307 shares; 2025Q4: 8,312 shares 8,312 $827K 0.12% +5 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,321 shares; 2025Q2: 3,402 shares; 2025Q3: 3,406 shares; 2025Q4: 10,600 shares 10,600 $800K 0.11% +7,194 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: 901 shares; 2024Q4: 910 shares; 2025Q1: 913 shares; 2025Q2: 935 shares; 2025Q3: 1,969 shares; 2025Q4: 2,259 shares 2,259 $777K 0.11% +290 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: 406 shares; 2024Q4: 434 shares; 2025Q1: 451 shares; 2025Q2: 960 shares; 2025Q3: 1,077 shares; 2025Q4: 1,254 shares 1,254 $716K 0.1% +177 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,423 shares; 2025Q1: 1,423 shares; 2025Q2: 1,200 shares; 2025Q3: 1,226 shares; 2025Q4: 2,958 shares 2,958 $712K 0.1% +1,732 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 3,694 shares; 2025Q1: 3,730 shares; 2025Q2: 3,776 shares; 2025Q3: 3,747 shares; 2025Q4: 3,804 shares 3,804 $704K 0.1% +57 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: 359 shares; 2024Q4: 387 shares; 2025Q1: 407 shares; 2025Q2: 1,143 shares; 2025Q3: 1,200 shares; 2025Q4: 746 shares 746 $644K 0.09% -454 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: 295 shares; 2024Q4: 307 shares; 2025Q1: 577 shares; 2025Q2: 574 shares; 2025Q3: 683 shares; 2025Q4: 588 shares 588 $632K 0.09% -95 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: 672 shares; 2024Q4: 672 shares; 2025Q1: 736 shares; 2025Q2: 725 shares; 2025Q3: 786 shares; 2025Q4: 1,241 shares 1,241 $624K 0.09% +455 Timeline IYW 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: 3,032 shares; 2025Q3: 3,032 shares; 2025Q4: 3,032 shares 3,032 $605K 0.09% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,903 shares; 2024Q4: 11,321 shares; 2025Q1: 11,290 shares; 2025Q2: 11,359 shares; 2025Q3: 10,402 shares; 2025Q4: 11,088 shares 11,088 $561K 0.08% +686 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,074 shares; 2025Q1: 4,446 shares; 2025Q2: 4,105 shares; 2025Q3: 4,153 shares; 2025Q4: 4,504 shares 4,504 $542K 0.08% +351 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,970 shares; 2024Q4: 17,910 shares; 2025Q1: 17,910 shares; 2025Q2: 17,910 shares; 2025Q3: 17,910 shares; 2025Q4: 17,910 shares 17,910 $487K 0.07% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,554 shares; 2024Q4: 29,918 shares; 2025Q1: 34,611 shares; 2025Q2: 33,768 shares; 2025Q3: 4,277 shares; 2025Q4: 4,277 shares 4,277 $458K 0.06% 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: 3,916 shares; 2024Q4: 11,896 shares; 2025Q1: 16,881 shares; 2025Q2: 16,882 shares; 2025Q3: 16,881 shares; 2025Q4: 16,881 shares 16,881 $454K 0.06% 0 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: 555 shares; 2024Q4: 555 shares; 2025Q1: 563 shares; 2025Q2: 462 shares; 2025Q3: 500 shares; 2025Q4: 4,782 shares 4,782 $448K 0.06% +4,282 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: 428 shares; 2024Q4: not reported; 2025Q1: 461 shares; 2025Q2: 543 shares; 2025Q3: 593 shares; 2025Q4: 665 shares 665 $417K 0.06% +72 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,344 shares; 2025Q4: 2,194 shares 2,194 $402K 0.06% +850 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,497 shares; 2025Q1: 3,489 shares; 2025Q2: 3,320 shares; 2025Q3: 3,500 shares; 2025Q4: 4,825 shares 4,825 $387K 0.05% +1,325 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,820 shares; 2025Q2: 3,022 shares; 2025Q3: 3,390 shares; 2025Q4: 4,101 shares 4,101 $382K 0.05% +711 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: 3,464 shares; 2024Q4: 3,464 shares; 2025Q1: 2,944 shares; 2025Q2: 2,944 shares; 2025Q3: 3,931 shares; 2025Q4: 3,914 shares 3,914 $377K 0.05% -17 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,564 shares; 2025Q1: 3,567 shares; 2025Q2: 3,538 shares; 2025Q3: 3,767 shares; 2025Q4: 5,124 shares 5,124 $358K 0.05% +1,357 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,619 shares 4,619 $356K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 403 shares 403 $354K 0.05% +115 Timeline VONV 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: 4,125 shares; 2024Q4: 3,833 shares; 2025Q1: 3,833 shares; 2025Q2: 3,833 shares; 2025Q3: 3,833 shares; 2025Q4: 3,833 shares 3,833 $354K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,629 shares; 2025Q4: 1,523 shares 1,523 $348K 0.05% -106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,398 shares 12,398 $340K 0.05% new 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: not reported; 2025Q3: not reported; 2025Q4: 1,825 shares 1,825 $336K 0.05% new 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: 890 shares; 2024Q4: 812 shares; 2025Q1: 816 shares; 2025Q2: 816 shares; 2025Q3: 950 shares; 2025Q4: 853 shares 853 $332K 0.05% -97 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 854 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 941 shares; 2025Q4: 1,385 shares 1,385 $315K 0.04% +444 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,924 shares; 2025Q1: 3,674 shares; 2025Q2: 3,537 shares; 2025Q3: 3,537 shares; 2025Q4: 3,463 shares 3,463 $315K 0.04% -74 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,897 shares; 2025Q4: 1,985 shares 1,985 $303K 0.04% +88 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,375 shares 2,375 $298K 0.04% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,648 shares; 2025Q1: 1,659 shares; 2025Q2: 1,760 shares; 2025Q3: 1,663 shares; 2025Q4: 1,479 shares 1,479 $288K 0.04% -184 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: 373 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 492 shares 492 $285K 0.04% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 663 shares; 2025Q1: not reported; 2025Q2: 707 shares; 2025Q3: 862 shares; 2025Q4: 627 shares 627 $282K 0.04% -235 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: not reported; 2024Q4: not reported; 2025Q1: 2,143 shares; 2025Q2: not reported; 2025Q3: 1,830 shares; 2025Q4: 2,282 shares 2,282 $274K 0.04% +452 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,224 shares; 2025Q1: 1,225 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,912 shares 1,912 $274K 0.04% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,780 shares; 2025Q1: 2,815 shares; 2025Q2: 2,852 shares; 2025Q3: 2,889 shares; 2025Q4: 2,926 shares 2,926 $272K 0.04% +37 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: 1,039 shares; 2024Q4: 1,039 shares; 2025Q1: 1,039 shares; 2025Q2: 1,142 shares; 2025Q3: 1,039 shares; 2025Q4: 1,039 shares 1,039 $268K 0.04% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 296 shares 296 $260K 0.04% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,768 shares 5,768 $258K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 238 shares 238 $255K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,330 shares 1,330 $255K 0.04% new Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,588 shares; 2025Q1: 2,566 shares; 2025Q2: 2,594 shares; 2025Q3: 2,615 shares; 2025Q4: 2,643 shares 2,643 $254K 0.04% +28 Timeline MESO MESOBLAST LTD More: the full row for MESOBLAST LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 13,828 shares 13,828 $249K 0.04% +3,828 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,536 shares 2,536 $249K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 945 shares; 2025Q4: 833 shares 833 $247K 0.03% -112 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 2,037 shares; 2025Q1: 2,037 shares; 2025Q2: 2,037 shares; 2025Q3: 2,037 shares; 2025Q4: 2,037 shares 2,037 $243K 0.03% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR 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: 2,644 shares 2,644 $243K 0.03% new Timeline REZ 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: 294,129 shares; 2025Q1: 312,427 shares; 2025Q2: 179,376 shares; 2025Q3: 181,105 shares; 2025Q4: 2,884 shares 2,884 $238K 0.03% -178,221 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 636 shares; 2025Q3: 625 shares; 2025Q4: 746 shares 746 $238K 0.03% +121 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 954 shares; 2025Q4: 961 shares 961 $237K 0.03% +7 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 778 shares 778 $236K 0.03% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,601 shares; 2024Q4: 14,690 shares; 2025Q1: 14,790 shares; 2025Q2: 14,890 shares; 2025Q3: 11,595 shares; 2025Q4: 11,651 shares 11,651 $236K 0.03% +56 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: not reported; 2024Q4: 669 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 684 shares; 2025Q4: 665 shares 665 $234K 0.03% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,073 shares 1,073 $230K 0.03% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,257 shares; 2025Q4: 3,540 shares 3,540 $230K 0.03% +283 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,060 shares 1,060 $221K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares; 2025Q4: 379 shares 379 $216K 0.03% +17 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: 5,538 shares; 2025Q3: 4,104 shares; 2025Q4: 4,304 shares 4,304 $214K 0.03% +200 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 651 shares 651 $213K 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,669 shares; 2025Q3: not reported; 2025Q4: 1,815 shares 1,815 $207K 0.03% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,412 shares 2,412 $206K 0.03% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,091 shares; 2025Q4: 3,720 shares 3,720 $205K 0.03% -371 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 663 shares 663 $204K 0.03% new Timeline ESRT EMPIRE ST RLTY TR INC More: the full row for EMPIRE ST RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,188 shares; 2024Q4: 14,188 shares; 2025Q1: 14,188 shares; 2025Q2: 14,188 shares; 2025Q3: 14,188 shares; 2025Q4: 14,188 shares 14,188 $92.5K 0.01% 0 Timeline ECOR ELECTROCORE INC More: the full row for ELECTROCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $44.9K 0.01% 0 Timeline SKYX SKYX PLATFORMS CORP More: the full row for SKYX PLATFORMS 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: 16,545 shares; 2025Q4: 16,545 shares 16,545 $35.9K 0.01% 0 Timeline