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: 38,659 shares; 2024Q4: 38,263 shares; 2025Q1: 36,849 shares; 2025Q2: 36,334 shares; 2025Q3: 30,193 shares; 2025Q4: 29,228 shares 29,228 $18M 6.33% -965 Timeline DGRW 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: 172,929 shares; 2024Q4: 173,113 shares; 2025Q1: 194,939 shares; 2025Q2: 191,395 shares; 2025Q3: 193,496 shares; 2025Q4: 192,241 shares 192,241 $17.2M 6.06% -1,255 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: 57,906 shares; 2024Q4: 61,873 shares; 2025Q1: 65,366 shares; 2025Q2: 68,548 shares; 2025Q3: 69,812 shares; 2025Q4: 68,581 shares 68,581 $15.8M 5.58% -1,231 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: 67,742 shares; 2024Q4: 72,346 shares; 2025Q1: 77,846 shares; 2025Q2: 86,947 shares; 2025Q3: 91,251 shares; 2025Q4: 91,209 shares 91,209 $15.6M 5.5% -42 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: 42,861 shares; 2024Q4: 43,584 shares; 2025Q1: 44,634 shares; 2025Q2: 43,214 shares; 2025Q3: 42,508 shares; 2025Q4: 41,960 shares 41,960 $13.5M 4.76% -548 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: 32,976 shares; 2024Q4: 33,039 shares; 2025Q1: 33,996 shares; 2025Q2: 33,608 shares; 2025Q3: 33,672 shares; 2025Q4: 33,229 shares 33,229 $11.7M 4.11% -443 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,620 shares; 2024Q4: 44,239 shares; 2025Q1: 46,082 shares; 2025Q2: 45,458 shares; 2025Q3: 44,696 shares; 2025Q4: 44,647 shares 44,647 $9.53M 3.36% -49 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: 20,796 shares; 2024Q4: 20,919 shares; 2025Q1: 20,313 shares; 2025Q2: 20,061 shares; 2025Q3: 19,728 shares; 2025Q4: 19,656 shares 19,656 $9.51M 3.35% -72 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: 26,119 shares; 2024Q4: 26,439 shares; 2025Q1: 27,688 shares; 2025Q2: 26,543 shares; 2025Q3: 26,053 shares; 2025Q4: 25,941 shares 25,941 $8.12M 2.86% -112 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: 42,224 shares; 2024Q4: 36,726 shares; 2025Q1: 35,420 shares; 2025Q2: 31,512 shares; 2025Q3: 30,709 shares; 2025Q4: 27,855 shares 27,855 $7.57M 2.67% -2,854 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: 20,804 shares; 2024Q4: 21,315 shares; 2025Q1: 22,916 shares; 2025Q2: 27,619 shares; 2025Q3: 31,237 shares; 2025Q4: 31,568 shares 31,568 $7.23M 2.55% +331 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: 7,897 shares; 2024Q4: 7,789 shares; 2025Q1: 7,620 shares; 2025Q2: 7,559 shares; 2025Q3: 7,609 shares; 2025Q4: 7,869 shares 7,869 $6.79M 2.39% +260 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,271 shares; 2024Q4: 23,432 shares; 2025Q1: 23,458 shares; 2025Q2: 22,734 shares; 2025Q3: 21,821 shares; 2025Q4: 21,119 shares 21,119 $6.55M 2.31% -702 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: 5,325 shares; 2024Q4: 6,099 shares; 2025Q1: 6,328 shares; 2025Q2: 6,844 shares; 2025Q3: 7,208 shares; 2025Q4: 7,403 shares 7,403 $6.51M 2.29% +195 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,493 shares; 2024Q4: 130,497 shares; 2025Q1: 132,888 shares; 2025Q2: 131,052 shares; 2025Q3: 119,868 shares; 2025Q4: 115,916 shares 115,916 $5.15M 1.82% -3,952 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,508 shares; 2024Q4: 264,953 shares; 2025Q1: 287,731 shares; 2025Q2: 293,258 shares; 2025Q3: 313,110 shares; 2025Q4: 326,347 shares 326,347 $4.88M 1.72% +13,237 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,295 shares; 2024Q4: 40,959 shares; 2025Q1: 44,540 shares; 2025Q2: 42,361 shares; 2025Q3: 39,788 shares; 2025Q4: 37,258 shares 37,258 $4.48M 1.58% -2,530 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: 7,922 shares; 2024Q4: 7,962 shares; 2025Q1: 7,301 shares; 2025Q2: 7,339 shares; 2025Q3: 7,171 shares; 2025Q4: 7,111 shares 7,111 $4.46M 1.57% -60 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,188 shares; 2024Q4: 90,261 shares; 2025Q1: 102,770 shares; 2025Q2: 108,079 shares; 2025Q3: 107,445 shares; 2025Q4: 111,193 shares 111,193 $4.27M 1.5% +3,748 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: 24,267 shares; 2024Q4: 24,138 shares; 2025Q1: 24,799 shares; 2025Q2: 25,194 shares; 2025Q3: 24,386 shares; 2025Q4: 22,301 shares 22,301 $4.16M 1.47% -2,085 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: 29,379 shares; 2024Q4: 30,312 shares; 2025Q1: 31,208 shares; 2025Q2: 32,115 shares; 2025Q3: 29,849 shares; 2025Q4: 28,916 shares 28,916 $4.08M 1.44% -933 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: 32,135 shares; 2024Q4: 32,346 shares; 2025Q1: 33,258 shares; 2025Q2: 32,496 shares; 2025Q3: 32,701 shares; 2025Q4: 34,191 shares 34,191 $4.01M 1.41% +1,490 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,409 shares; 2024Q4: 41,334 shares; 2025Q1: 52,092 shares; 2025Q2: 57,247 shares; 2025Q3: 61,008 shares; 2025Q4: 55,603 shares 55,603 $3.25M 1.14% -5,405 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,716 shares; 2024Q4: 23,941 shares; 2025Q1: 24,589 shares; 2025Q2: 26,510 shares; 2025Q3: 26,161 shares; 2025Q4: 23,643 shares 23,643 $2.97M 1.05% -2,518 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: 47,401 shares; 2024Q4: 47,112 shares; 2025Q1: 48,035 shares; 2025Q2: 47,298 shares; 2025Q3: 46,677 shares; 2025Q4: 44,200 shares 44,200 $2.92M 1.03% -2,477 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,634 shares; 2024Q4: 8,844 shares; 2025Q1: 9,708 shares; 2025Q2: 9,465 shares; 2025Q3: 9,825 shares; 2025Q4: 9,563 shares 9,563 $2.57M 0.9% -262 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: 6,642 shares; 2024Q4: 6,548 shares; 2025Q1: 6,217 shares; 2025Q2: 5,927 shares; 2025Q3: 5,017 shares; 2025Q4: 4,867 shares 4,867 $2.45M 0.86% -150 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,368 shares; 2024Q4: 10,191 shares; 2025Q1: 10,143 shares; 2025Q2: 9,821 shares; 2025Q3: 9,401 shares; 2025Q4: 9,146 shares 9,146 $2.4M 0.85% -255 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: 2,386 shares; 2024Q4: 2,371 shares; 2025Q1: 2,281 shares; 2025Q2: 2,266 shares; 2025Q3: 2,164 shares; 2025Q4: 2,171 shares 2,171 $2.33M 0.82% +7 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,763 shares; 2025Q4: 10,159 shares 10,159 $2.3M 0.81% +3,396 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: 35,325 shares; 2024Q4: 140,017 shares; 2025Q1: 106,801 shares; 2025Q2: 99,516 shares; 2025Q3: 75,655 shares; 2025Q4: 68,494 shares 68,494 $2.23M 0.79% -7,161 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 5,892 shares; 2025Q1: 5,904 shares; 2025Q2: 5,648 shares; 2025Q3: 5,383 shares; 2025Q4: 5,364 shares 5,364 $2M 0.71% -19 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: 8,052 shares; 2024Q4: 11,170 shares; 2025Q1: 15,039 shares; 2025Q2: 8,694 shares; 2025Q3: 6,543 shares; 2025Q4: 6,332 shares 6,332 $1.91M 0.67% -211 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: 5,602 shares; 2024Q4: 5,604 shares; 2025Q1: 5,480 shares; 2025Q2: 5,356 shares; 2025Q3: 5,309 shares; 2025Q4: 5,260 shares 5,260 $1.82M 0.64% -49 Timeline FNDB 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: 50,999 shares; 2024Q4: 143,384 shares; 2025Q1: 130,393 shares; 2025Q2: 130,051 shares; 2025Q3: 68,420 shares; 2025Q4: 68,506 shares 68,506 $1.82M 0.64% +86 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: 16,058 shares; 2024Q4: 15,592 shares; 2025Q1: 15,492 shares; 2025Q2: 15,313 shares; 2025Q3: 15,313 shares; 2025Q4: 15,175 shares 15,175 $1.67M 0.59% -138 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: 20,515 shares; 2024Q4: 20,536 shares; 2025Q1: 20,012 shares; 2025Q2: 18,320 shares; 2025Q3: 17,886 shares; 2025Q4: 17,713 shares 17,713 $1.67M 0.59% -173 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: 35,388 shares; 2024Q4: 104,723 shares; 2025Q1: 70,356 shares; 2025Q2: 67,989 shares; 2025Q3: 62,752 shares; 2025Q4: 60,747 shares 60,747 $1.63M 0.58% -2,005 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: 5,610 shares; 2024Q4: 5,650 shares; 2025Q1: 5,650 shares; 2025Q2: 5,150 shares; 2025Q3: 5,150 shares; 2025Q4: 5,150 shares 5,150 $1.62M 0.57% 0 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: 4,511 shares; 2024Q4: 4,405 shares; 2025Q1: 4,085 shares; 2025Q2: 3,768 shares; 2025Q3: 3,360 shares; 2025Q4: 3,313 shares 3,313 $1.57M 0.55% -47 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: 26,546 shares; 2024Q4: 79,793 shares; 2025Q1: 73,194 shares; 2025Q2: 63,177 shares; 2025Q3: 60,706 shares; 2025Q4: 57,005 shares 57,005 $1.56M 0.55% -3,701 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: 2,353 shares; 2024Q4: 2,304 shares; 2025Q1: 2,369 shares; 2025Q2: 2,452 shares; 2025Q3: 2,341 shares; 2025Q4: 2,263 shares 2,263 $1.54M 0.54% -78 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: 5,606 shares; 2024Q4: 5,523 shares; 2025Q1: 5,516 shares; 2025Q2: 5,352 shares; 2025Q3: 5,098 shares; 2025Q4: 5,046 shares 5,046 $1.54M 0.54% -52 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,127 shares; 2025Q3: 9,562 shares; 2025Q4: 9,563 shares 9,563 $1.54M 0.54% +1 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: 7,593 shares; 2024Q4: 7,559 shares; 2025Q1: 6,899 shares; 2025Q2: 6,909 shares; 2025Q3: 6,924 shares; 2025Q4: 6,952 shares 6,952 $1.53M 0.54% +28 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: 2,219 shares; 2024Q4: 4,385 shares; 2025Q1: 4,836 shares; 2025Q2: 4,603 shares; 2025Q3: 4,545 shares; 2025Q4: 4,530 shares 4,530 $1.48M 0.52% -15 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: 5,100 shares; 2024Q4: 5,099 shares; 2025Q1: 4,766 shares; 2025Q2: 4,616 shares; 2025Q3: 4,143 shares; 2025Q4: 4,150 shares 4,150 $1.39M 0.49% +7 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: 4,660 shares; 2024Q4: 4,690 shares; 2025Q1: 4,661 shares; 2025Q2: 4,289 shares; 2025Q3: 4,214 shares; 2025Q4: 4,042 shares 4,042 $1.39M 0.49% -172 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,506 shares; 2024Q4: 6,390 shares; 2025Q1: 6,145 shares; 2025Q2: 5,978 shares; 2025Q3: 5,878 shares; 2025Q4: 5,349 shares 5,349 $1.38M 0.48% -529 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: 13,534 shares; 2024Q4: 13,509 shares; 2025Q1: 13,461 shares; 2025Q2: 13,003 shares; 2025Q3: 13,003 shares; 2025Q4: 9,284 shares 9,284 $1.33M 0.47% -3,719 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: 7,680 shares; 2024Q4: 7,317 shares; 2025Q1: 7,227 shares; 2025Q2: 6,877 shares; 2025Q3: 6,887 shares; 2025Q4: 6,307 shares 6,307 $1.31M 0.46% -580 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: 3,834 shares; 2024Q4: 3,848 shares; 2025Q1: 3,854 shares; 2025Q2: 3,675 shares; 2025Q3: 3,392 shares; 2025Q4: 3,372 shares 3,372 $1.09M 0.38% -20 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: 19,750 shares; 2024Q4: 18,149 shares; 2025Q1: 16,754 shares; 2025Q2: 16,392 shares; 2025Q3: 16,088 shares; 2025Q4: 15,237 shares 15,237 $1.07M 0.38% -851 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: 9,756 shares; 2024Q4: 9,520 shares; 2025Q1: 9,583 shares; 2025Q2: 8,940 shares; 2025Q3: 8,836 shares; 2025Q4: 8,848 shares 8,848 $1.06M 0.37% +12 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,450 shares; 2025Q1: 2,534 shares; 2025Q2: 2,554 shares; 2025Q3: 2,404 shares; 2025Q4: 2,260 shares 2,260 $1.01M 0.35% -144 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: 6,664 shares; 2024Q4: 6,400 shares; 2025Q1: 6,293 shares; 2025Q2: 6,389 shares; 2025Q3: 6,232 shares; 2025Q4: 6,356 shares 6,356 $969K 0.34% +124 Timeline GPIX 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: not reported; 2025Q3: not reported; 2025Q4: 18,000 shares 18,000 $950K 0.33% new 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: 1,095 shares; 2024Q4: 1,160 shares; 2025Q1: 1,218 shares; 2025Q2: 1,301 shares; 2025Q3: 1,384 shares; 2025Q4: 1,422 shares 1,422 $939K 0.33% +38 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: 5,135 shares; 2024Q4: 5,144 shares; 2025Q1: 4,358 shares; 2025Q2: 4,023 shares; 2025Q3: 3,776 shares; 2025Q4: 3,780 shares 3,780 $930K 0.33% +4 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: 4,937 shares; 2024Q4: 5,460 shares; 2025Q1: 4,771 shares; 2025Q2: 4,613 shares; 2025Q3: 4,454 shares; 2025Q4: 7,718 shares 7,718 $929K 0.33% +3,264 Timeline GPIQ 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: not reported; 2025Q3: not reported; 2025Q4: 17,311 shares 17,311 $915K 0.32% 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: 7,113 shares; 2024Q4: 7,684 shares; 2025Q1: 6,516 shares; 2025Q2: 4,775 shares; 2025Q3: 4,726 shares; 2025Q4: 4,623 shares 4,623 $886K 0.31% -103 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: 4,657 shares; 2024Q4: 4,696 shares; 2025Q1: 4,574 shares; 2025Q2: 4,574 shares; 2025Q3: 4,587 shares; 2025Q4: 4,578 shares 4,578 $874K 0.31% -9 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: 11,668 shares; 2024Q4: 32,492 shares; 2025Q1: 32,535 shares; 2025Q2: 29,754 shares; 2025Q3: 29,989 shares; 2025Q4: 31,866 shares 31,866 $836K 0.29% +1,877 Timeline SCHM 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: 8,729 shares; 2024Q4: 26,237 shares; 2025Q1: 26,275 shares; 2025Q2: 26,282 shares; 2025Q3: 26,289 shares; 2025Q4: 26,431 shares 26,431 $795K 0.28% +142 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: 11,776 shares; 2024Q4: 11,776 shares; 2025Q1: 11,776 shares; 2025Q2: 11,776 shares; 2025Q3: 11,776 shares; 2025Q4: 11,776 shares 11,776 $792K 0.28% 0 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: 8,043 shares; 2024Q4: 7,969 shares; 2025Q1: 7,750 shares; 2025Q2: 7,914 shares; 2025Q3: 7,804 shares; 2025Q4: 7,787 shares 7,787 $748K 0.26% -17 Timeline FNDA 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: 14,506 shares; 2024Q4: 29,027 shares; 2025Q1: 29,279 shares; 2025Q2: 27,578 shares; 2025Q3: 23,523 shares; 2025Q4: 23,541 shares 23,541 $742K 0.26% +18 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: 1,303 shares; 2024Q4: 1,299 shares; 2025Q1: 1,064 shares; 2025Q2: 1,065 shares; 2025Q3: 1,044 shares; 2025Q4: 1,054 shares 1,054 $722K 0.25% +10 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: 2,161 shares; 2024Q4: 2,016 shares; 2025Q1: 2,016 shares; 2025Q2: 1,683 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $716K 0.25% 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: 655 shares; 2024Q4: 655 shares; 2025Q1: 659 shares; 2025Q2: 720 shares; 2025Q3: 682 shares; 2025Q4: 7,260 shares 7,260 $681K 0.24% +6,578 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: 6,284 shares; 2024Q4: 7,733 shares; 2025Q1: 7,763 shares; 2025Q2: 7,733 shares; 2025Q3: 7,733 shares; 2025Q4: 7,733 shares 7,733 $677K 0.24% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,474 shares; 2025Q1: 1,341 shares; 2025Q2: not reported; 2025Q3: 2,275 shares; 2025Q4: 2,277 shares 2,277 $674K 0.24% +2 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: 3,459 shares; 2024Q4: 3,477 shares; 2025Q1: 3,488 shares; 2025Q2: 3,504 shares; 2025Q3: 3,466 shares; 2025Q4: 3,485 shares 3,485 $632K 0.22% +19 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: 1,492 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,448 shares; 2025Q3: 1,382 shares; 2025Q4: 1,267 shares 1,267 $618K 0.22% -115 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: 8,353 shares; 2024Q4: 7,946 shares; 2025Q1: 6,833 shares; 2025Q2: 6,410 shares; 2025Q3: 5,835 shares; 2025Q4: 5,712 shares 5,712 $601K 0.21% -123 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: 2,888 shares; 2024Q4: 3,435 shares; 2025Q1: 3,771 shares; 2025Q2: 3,480 shares; 2025Q3: 2,801 shares; 2025Q4: 2,800 shares 2,800 $593K 0.21% -1 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,349 shares; 2025Q1: 1,337 shares; 2025Q2: 1,337 shares; 2025Q3: 1,123 shares; 2025Q4: 1,127 shares 1,127 $589K 0.21% +4 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,782 shares; 2024Q4: 8,229 shares; 2025Q1: 8,251 shares; 2025Q2: 8,277 shares; 2025Q3: 8,055 shares; 2025Q4: 7,965 shares 7,965 $569K 0.2% -90 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: 10,239 shares; 2024Q4: 20,483 shares; 2025Q1: 20,332 shares; 2025Q2: 20,057 shares; 2025Q3: 19,587 shares; 2025Q4: 19,590 shares 19,590 $558K 0.2% +3 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: 2,631 shares; 2024Q4: 2,639 shares; 2025Q1: 2,646 shares; 2025Q2: 2,653 shares; 2025Q3: 2,660 shares; 2025Q4: 2,612 shares 2,612 $549K 0.19% -48 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,955 shares; 2024Q4: 5,903 shares; 2025Q1: 2,921 shares; 2025Q2: 2,215 shares; 2025Q3: 1,952 shares; 2025Q4: 3,782 shares 3,782 $544K 0.19% +1,830 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,570 shares; 2025Q4: 14,185 shares 14,185 $525K 0.18% +4,615 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: 6,171 shares; 2024Q4: 6,182 shares; 2025Q1: 5,519 shares; 2025Q2: 5,519 shares; 2025Q3: 5,584 shares; 2025Q4: 5,551 shares 5,551 $497K 0.17% -33 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: 3,390 shares; 2024Q4: 3,285 shares; 2025Q1: 3,285 shares; 2025Q2: 2,360 shares; 2025Q3: 2,230 shares; 2025Q4: 2,486 shares 2,486 $484K 0.17% +256 Timeline VOT 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: 1,448 shares; 2024Q4: 1,449 shares; 2025Q1: 1,308 shares; 2025Q2: 1,738 shares; 2025Q3: 1,740 shares; 2025Q4: 1,731 shares 1,731 $483K 0.17% -9 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: 12,104 shares; 2024Q4: 5,438 shares; 2025Q1: 5,038 shares; 2025Q2: 5,093 shares; 2025Q3: 4,288 shares; 2025Q4: 4,303 shares 4,303 $479K 0.17% +15 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: 2,686 shares; 2024Q4: 2,686 shares; 2025Q1: 2,686 shares; 2025Q2: 2,651 shares; 2025Q3: 2,651 shares; 2025Q4: 2,451 shares 2,451 $478K 0.17% -200 Timeline SPHB 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: 4,031 shares; 2024Q4: 4,032 shares; 2025Q1: 4,032 shares; 2025Q2: 4,032 shares; 2025Q3: 4,033 shares; 2025Q4: 4,033 shares 4,033 $472K 0.17% 0 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: 1,710 shares; 2024Q4: 1,710 shares; 2025Q1: 1,725 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 1,710 shares 1,710 $464K 0.16% 0 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: 3,819 shares; 2024Q4: 3,791 shares; 2025Q1: 3,768 shares; 2025Q2: 3,772 shares; 2025Q3: 3,216 shares; 2025Q4: 2,870 shares 2,870 $442K 0.16% -346 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: 2,953 shares; 2024Q4: 2,691 shares; 2025Q1: 2,729 shares; 2025Q2: 2,705 shares; 2025Q3: 2,600 shares; 2025Q4: 2,662 shares 2,662 $427K 0.15% +62 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,757 shares; 2024Q4: 9,770 shares; 2025Q1: 9,648 shares; 2025Q2: 9,482 shares; 2025Q3: 9,488 shares; 2025Q4: 8,618 shares 8,618 $395K 0.14% -870 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: 898 shares; 2024Q4: 898 shares; 2025Q1: 898 shares; 2025Q2: 974 shares; 2025Q3: 670 shares; 2025Q4: 680 shares 680 $388K 0.14% +10 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: 10,952 shares; 2024Q4: 10,973 shares; 2025Q1: 9,818 shares; 2025Q2: 9,593 shares; 2025Q3: 6,717 shares; 2025Q4: 6,726 shares 6,726 $370K 0.13% +9 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: 3,150 shares; 2024Q4: 3,477 shares; 2025Q1: 3,478 shares; 2025Q2: 3,614 shares; 2025Q3: 3,615 shares; 2025Q4: 3,617 shares 3,617 $348K 0.12% +2 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: 2,114 shares; 2024Q4: 1,959 shares; 2025Q1: not reported; 2025Q2: 1,864 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares 1,564 $335K 0.12% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,150 shares; 2025Q3: not reported; 2025Q4: 1,150 shares 1,150 $328K 0.12% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,990 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares 1,975 $314K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 504 shares 504 $285K 0.1% new 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: 2,523 shares; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 2,383 shares; 2025Q4: 2,283 shares 2,283 $276K 0.1% -100 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 3,461 shares; 2025Q1: 3,410 shares; 2025Q2: 3,410 shares; 2025Q3: 3,346 shares; 2025Q4: 3,310 shares 3,310 $273K 0.1% -36 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: 2,943 shares; 2024Q4: 2,476 shares; 2025Q1: 2,438 shares; 2025Q2: 2,038 shares; 2025Q3: 1,857 shares; 2025Q4: 1,857 shares 1,857 $266K 0.09% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,980 shares; 2024Q4: 2,980 shares; 2025Q1: 2,980 shares; 2025Q2: 2,990 shares; 2025Q3: 2,540 shares; 2025Q4: 2,307 shares 2,307 $266K 0.09% -233 Timeline VO 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: 1,176 shares; 2024Q4: 1,180 shares; 2025Q1: 952 shares; 2025Q2: 903 shares; 2025Q3: 907 shares; 2025Q4: 913 shares 913 $265K 0.09% +6 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: 876 shares; 2025Q4: 870 shares 870 $264K 0.09% -6 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 872 shares 872 $256K 0.09% +5 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: 3,012 shares; 2024Q4: 3,021 shares; 2025Q1: 2,731 shares; 2025Q2: 2,463 shares; 2025Q3: 2,347 shares; 2025Q4: 1,950 shares 1,950 $252K 0.09% -397 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: 1,358 shares; 2025Q4: 1,360 shares 1,360 $249K 0.09% +2 Timeline SPSM 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: 5,501 shares; 2024Q4: 5,288 shares; 2025Q1: 5,289 shares; 2025Q2: 5,291 shares; 2025Q3: 5,293 shares; 2025Q4: 5,295 shares 5,295 $248K 0.09% +2 Timeline IWY 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: 875 shares; 2024Q4: 876 shares; 2025Q1: not reported; 2025Q2: 878 shares; 2025Q3: 879 shares; 2025Q4: 880 shares 880 $244K 0.09% +1 Timeline XVV 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: 5,035 shares; 2024Q4: 4,668 shares; 2025Q1: not reported; 2025Q2: 4,596 shares; 2025Q3: 4,502 shares; 2025Q4: 4,515 shares 4,515 $238K 0.08% +13 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,361 shares; 2025Q1: 1,364 shares; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,039 shares 1,039 $237K 0.08% -35 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 445 shares 445 $227K 0.08% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,695 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,270 shares; 2025Q4: 1,270 shares 1,270 $226K 0.08% 0 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: 3,357 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,892 shares 2,892 $223K 0.08% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,476 shares; 2024Q4: 4,314 shares; 2025Q1: 4,314 shares; 2025Q2: 4,314 shares; 2025Q3: 4,314 shares; 2025Q4: 4,114 shares 4,114 $218K 0.08% -200 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,697 shares; 2024Q4: 20,018 shares; 2025Q1: 17,203 shares; 2025Q2: 7,652 shares; 2025Q3: 6,610 shares; 2025Q4: 6,717 shares 6,717 $215K 0.08% +107 Timeline QCLN 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: 4,667 shares 4,667 $208K 0.07% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,198 shares 1,198 $208K 0.07% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194 shares 194 $208K 0.07% 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: not reported; 2024Q4: 551 shares; 2025Q1: not reported; 2025Q2: 631 shares; 2025Q3: 457 shares; 2025Q4: 457 shares 457 $206K 0.07% 0 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER 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: 4,815 shares 4,815 $202K 0.07% new Timeline IHDG 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: 4,014 shares; 2024Q4: 4,014 shares; 2025Q1: 4,014 shares; 2025Q2: 4,014 shares; 2025Q3: 4,014 shares; 2025Q4: 4,014 shares 4,014 $195K 0.07% 0 Timeline IWS 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: 1,159 shares; 2024Q4: 1,164 shares; 2025Q1: 1,168 shares; 2025Q2: 1,172 shares; 2025Q3: 1,177 shares; 2025Q4: 1,182 shares 1,182 $167K 0.06% +5 Timeline FNDF 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: 1,390 shares; 2024Q4: 1,232 shares; 2025Q1: 1,297 shares; 2025Q2: 1,303 shares; 2025Q3: 2,053 shares; 2025Q4: 3,299 shares 3,299 $149K 0.05% +1,246 Timeline NZUS 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: 3,718 shares; 2024Q4: 3,895 shares; 2025Q1: 3,902 shares; 2025Q2: 3,914 shares; 2025Q3: 3,923 shares; 2025Q4: 3,933 shares 3,933 $141K 0.05% +10 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,075 shares 11,075 $138K 0.05% new 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: 467 shares; 2024Q4: 538 shares; 2025Q1: 539 shares; 2025Q2: 554 shares; 2025Q3: 500 shares; 2025Q4: 501 shares 501 $129K 0.05% +1 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: 607 shares; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 607 shares 607 $121K 0.04% 0 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: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares 950 $117K 0.04% 0 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: 11,919 shares; 2024Q4: 35,438 shares; 2025Q1: 36,175 shares; 2025Q2: 36,611 shares; 2025Q3: 3,993 shares; 2025Q4: 3,906 shares 3,906 $106K 0.04% -87 Timeline IJJ 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: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares 725 $95.4K 0.03% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 1,596 shares; 2025Q1: 1,601 shares; 2025Q2: 1,605 shares; 2025Q3: 1,610 shares; 2025Q4: 2,209 shares 2,209 $94.3K 0.03% +599 Timeline ITOT 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: 627 shares; 2024Q4: 627 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 627 shares 627 $93.2K 0.03% 0 Timeline IJK 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: 2,670 shares; 2024Q4: 2,670 shares; 2025Q1: 2,670 shares; 2025Q2: 2,670 shares; 2025Q3: 830 shares; 2025Q4: 830 shares 830 $80.4K 0.03% 0 Timeline FNDE 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: 3,258 shares; 2024Q4: 3,298 shares; 2025Q1: 3,270 shares; 2025Q2: 3,105 shares; 2025Q3: 2,259 shares; 2025Q4: 2,193 shares 2,193 $79.1K 0.03% -66 Timeline ERTH 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: 1,700 shares; 2024Q4: 1,570 shares; 2025Q1: 1,572 shares; 2025Q2: 1,580 shares; 2025Q3: 1,587 shares; 2025Q4: 1,594 shares 1,594 $75.2K 0.03% +7 Timeline PHO 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: 1,112 shares; 2024Q4: 1,027 shares; 2025Q1: 1,029 shares; 2025Q2: 1,031 shares; 2025Q3: 1,032 shares; 2025Q4: 1,033 shares 1,033 $72.7K 0.03% +1 Timeline IYY 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $66.3K 0.02% 0 Timeline RPG 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: 1,391 shares; 2024Q4: 1,393 shares; 2025Q1: 1,394 shares; 2025Q2: 1,395 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares 1,396 $65.2K 0.02% 0 Timeline SENS SENSEONICS HLDGS INC More: the full row for SENSEONICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,928 shares 10,928 $60.3K 0.02% new Timeline LQD 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: 485 shares; 2024Q4: 463 shares; 2025Q1: 427 shares; 2025Q2: 430 shares; 2025Q3: 434 shares; 2025Q4: 438 shares 438 $48.3K 0.02% +4 Timeline SCHZ 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: 1,297 shares; 2024Q4: 2,622 shares; 2025Q1: 2,638 shares; 2025Q2: 2,832 shares; 2025Q3: 2,327 shares; 2025Q4: 2,026 shares 2,026 $47.3K 0.02% -301 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares 960 $45K 0.02% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 480 shares 480 $41.4K 0.01% +2 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: 582 shares; 2024Q4: 584 shares; 2025Q1: 469 shares; 2025Q2: 470 shares; 2025Q3: 442 shares; 2025Q4: 886 shares 886 $39.6K 0.01% +444 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: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares 123 $26.1K 0.01% 0 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: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares 61 $25.2K 0.01% 0 Timeline PBW 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: 3,550 shares; 2024Q4: 3,578 shares; 2025Q1: 2,758 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares 740 $22.6K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,284 shares; 2024Q4: 3,299 shares; 2025Q1: 692 shares; 2025Q2: 694 shares; 2025Q3: 89 shares; 2025Q4: 89 shares 89 $13.8K <0.01% 0 Timeline AGGY 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: 329 shares; 2024Q4: 333 shares; 2025Q1: 207 shares; 2025Q2: 209 shares; 2025Q3: 212 shares; 2025Q4: 214 shares 214 $9.43K <0.01% +2 Timeline VOE 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: 35 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares 53 $9.4K <0.01% 0 Timeline IEF 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: 91 shares 91 $8.75K <0.01% new Timeline IBB 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: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52 $8.74K <0.01% 0 Timeline XLP 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: 132 shares; 2024Q4: 133 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 135 shares; 2025Q4: 104 shares 104 $8.04K <0.01% -31 Timeline VV 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: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24 $7.55K <0.01% 0 Timeline SPHD 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $7.2K <0.01% 0 Timeline SCHR 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: 659 shares; 2024Q4: 1,318 shares; 2025Q1: 1,294 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares 242 $6.07K <0.01% 0 Timeline OEF 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: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares 15 $5.23K <0.01% 0 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: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52 $5.19K <0.01% 0 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: 258 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 57 shares 57 $5.04K <0.01% -137 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares 21 $4.2K <0.01% new 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: 730 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares 25 $3.58K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares 147 $3.38K <0.01% 0 Timeline BIL 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares 35 $3.2K <0.01% 0 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: 922 shares; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares 22 $2.5K <0.01% 0 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: 35 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares 70 $1.68K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $1.18K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares 11 $911 <0.01% 0 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: 1,172 shares; 2024Q4: 1,187 shares; 2025Q1: 939 shares; 2025Q2: 275 shares; 2025Q3: 13 shares; 2025Q4: 13 shares 13 $582 <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 424 shares; 2025Q1: 425 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 4 shares 4 $478 <0.01% +2 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $383 <0.01% 0 Timeline XLV 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: 1,876 shares; 2024Q4: 1,641 shares; 2025Q1: 632 shares; 2025Q2: 143 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $310 <0.01% 0 Timeline XLB 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 6 shares 6 $272 <0.01% +3 Timeline SPHQ 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: 3 shares 3 $225 <0.01% new Timeline