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: 3,144 shares; 2024Q4: 2,794 shares; 2025Q1: 2,785 shares; 2025Q2: 8,504 shares; 2025Q3: 20,000 shares; 2025Q4: 25,914 shares 25,914 $17.7M 7.23% +5,914 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: 69,011 shares; 2024Q4: 73,163 shares; 2025Q1: 74,923 shares; 2025Q2: 76,382 shares; 2025Q3: 71,492 shares; 2025Q4: 72,196 shares 72,196 $15.3M 6.22% +704 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: 56,344 shares; 2024Q4: 65,196 shares; 2025Q1: 67,245 shares; 2025Q2: 65,488 shares; 2025Q3: 61,335 shares; 2025Q4: 62,123 shares 62,123 $11.9M 4.83% +788 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: 39,398 shares; 2024Q4: 18,289 shares; 2025Q1: 17,566 shares; 2025Q2: 17,731 shares; 2025Q3: 16,380 shares; 2025Q4: 15,638 shares 15,638 $9.81M 3.99% -742 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: 35,114 shares; 2024Q4: 35,317 shares; 2025Q1: 40,013 shares; 2025Q2: 39,738 shares; 2025Q3: 41,160 shares; 2025Q4: 40,514 shares 40,514 $7.56M 3.08% -646 Timeline IXUS 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: 17,946 shares; 2024Q4: 20,050 shares; 2025Q1: 20,053 shares; 2025Q2: 20,341 shares; 2025Q3: 59,624 shares; 2025Q4: 84,805 shares 84,805 $7.18M 2.92% +25,181 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: 24,830 shares; 2024Q4: 26,817 shares; 2025Q1: 24,379 shares; 2025Q2: 23,328 shares; 2025Q3: 24,265 shares; 2025Q4: 24,771 shares 24,771 $6.73M 2.74% +506 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: 14,514 shares; 2024Q4: 15,685 shares; 2025Q1: 14,079 shares; 2025Q2: 12,832 shares; 2025Q3: 12,922 shares; 2025Q4: 12,786 shares 12,786 $6.18M 2.52% -136 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: 15,336 shares; 2024Q4: 16,050 shares; 2025Q1: 16,496 shares; 2025Q2: 17,857 shares; 2025Q3: 17,809 shares; 2025Q4: 18,427 shares 18,427 $6.18M 2.52% +618 Timeline VNQI 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: 106,511 shares; 2024Q4: 116,005 shares; 2025Q1: 124,529 shares; 2025Q2: 126,084 shares; 2025Q3: 121,513 shares; 2025Q4: 121,706 shares 121,706 $5.58M 2.27% +193 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: 58,977 shares; 2024Q4: 54,652 shares; 2025Q1: 48,248 shares; 2025Q2: 47,466 shares; 2025Q3: 46,885 shares; 2025Q4: 47,859 shares 47,859 $5.13M 2.09% +974 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: 42,833 shares; 2024Q4: 30,178 shares; 2025Q1: 28,057 shares; 2025Q2: 44,793 shares; 2025Q3: 55,644 shares; 2025Q4: 56,721 shares 56,721 $5.07M 2.07% +1,077 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: 51,290 shares; 2024Q4: 52,985 shares; 2025Q1: 57,431 shares; 2025Q2: 58,262 shares; 2025Q3: 56,565 shares; 2025Q4: 56,551 shares 56,551 $5M 2.04% -14 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,083 shares; 2024Q4: 20,492 shares; 2025Q1: 22,550 shares; 2025Q2: 20,882 shares; 2025Q3: 21,002 shares; 2025Q4: 15,413 shares 15,413 $4.82M 1.96% -5,589 Timeline SCHC 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: 81,831 shares; 2024Q4: 101,449 shares; 2025Q1: 109,236 shares; 2025Q2: 111,822 shares; 2025Q3: 104,827 shares; 2025Q4: 105,427 shares 105,427 $4.8M 1.95% +600 Timeline HEFA 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: 159,208 shares; 2024Q4: 149,308 shares; 2025Q1: 141,128 shares; 2025Q2: 138,493 shares; 2025Q3: 106,753 shares; 2025Q4: 102,306 shares 102,306 $4.23M 1.72% -4,447 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,775 shares; 2025Q4: 164,498 shares 164,498 $3.79M 1.54% +71,723 Timeline CMF 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: 77,829 shares; 2024Q4: 78,339 shares; 2025Q1: 78,115 shares; 2025Q2: 75,366 shares; 2025Q3: 63,347 shares; 2025Q4: 63,533 shares 63,533 $3.65M 1.49% +186 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: 13,558 shares; 2024Q4: 16,364 shares; 2025Q1: 14,004 shares; 2025Q2: 14,243 shares; 2025Q3: 14,645 shares; 2025Q4: 14,604 shares 14,604 $3.37M 1.37% -41 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: 174,130 shares; 2024Q4: 50,237 shares; 2025Q1: 46,950 shares; 2025Q2: 44,996 shares; 2025Q3: 42,127 shares; 2025Q4: 42,692 shares 42,692 $3.36M 1.37% +565 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: 53,543 shares; 2024Q4: 32,134 shares; 2025Q1: 31,828 shares; 2025Q2: 40,439 shares; 2025Q3: 42,436 shares; 2025Q4: 44,737 shares 44,737 $3.01M 1.22% +2,301 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 4,140 shares; 2025Q1: 4,896 shares; 2025Q2: 4,736 shares; 2025Q3: 4,824 shares; 2025Q4: 3,973 shares 3,973 $2.62M 1.07% -851 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: 3,163 shares; 2024Q4: 5,068 shares; 2025Q1: 5,085 shares; 2025Q2: 5,107 shares; 2025Q3: 5,039 shares; 2025Q4: 5,048 shares 5,048 $2.54M 1.03% +9 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: 2,702 shares; 2024Q4: 3,915 shares; 2025Q1: 2,590 shares; 2025Q2: 2,442 shares; 2025Q3: 2,402 shares; 2025Q4: 2,300 shares 2,300 $2.47M 1.01% -102 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: 14,771 shares; 2024Q4: 20,746 shares; 2025Q1: 24,244 shares; 2025Q2: 31,875 shares; 2025Q3: 31,278 shares; 2025Q4: 32,672 shares 32,672 $2.42M 0.99% +1,394 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: 23,582 shares; 2024Q4: 17,905 shares; 2025Q1: 17,039 shares; 2025Q2: 16,828 shares; 2025Q3: 16,183 shares; 2025Q4: 15,820 shares 15,820 $2.27M 0.92% -363 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: 5,038 shares; 2024Q4: 6,570 shares; 2025Q1: 6,756 shares; 2025Q2: 6,800 shares; 2025Q3: 6,840 shares; 2025Q4: 6,845 shares 6,845 $2.21M 0.9% +5 Timeline IGEB 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: 27,074 shares; 2025Q4: 47,728 shares 47,728 $2.18M 0.89% +20,654 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: 2,479 shares; 2024Q4: 2,385 shares; 2025Q1: 2,474 shares; 2025Q2: 2,480 shares; 2025Q3: 2,414 shares; 2025Q4: 14,053 shares 14,053 $2.09M 0.85% +11,639 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: 5,821 shares; 2024Q4: 6,800 shares; 2025Q1: 5,862 shares; 2025Q2: 5,578 shares; 2025Q3: 5,958 shares; 2025Q4: 6,006 shares 6,006 $2.08M 0.85% +48 Timeline MBB 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: 12,057 shares; 2025Q4: 21,073 shares 21,073 $2.01M 0.82% +9,016 Timeline SHM 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: 41,952 shares; 2024Q4: 39,397 shares; 2025Q1: 37,163 shares; 2025Q2: 38,542 shares; 2025Q3: 38,351 shares; 2025Q4: 38,356 shares 38,356 $1.84M 0.75% +5 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: 5,618 shares; 2024Q4: 8,111 shares; 2025Q1: 11,160 shares; 2025Q2: 11,229 shares; 2025Q3: 9,886 shares; 2025Q4: 5,813 shares 5,813 $1.82M 0.74% -4,073 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: 10,076 shares; 2024Q4: 10,076 shares; 2025Q1: 9,614 shares; 2025Q2: 7,014 shares; 2025Q3: 7,014 shares; 2025Q4: 7,028 shares 7,028 $1.81M 0.74% +14 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: 5,388 shares; 2024Q4: 57,105 shares; 2025Q1: 58,276 shares; 2025Q2: 50,957 shares; 2025Q3: 50,454 shares; 2025Q4: 25,394 shares 25,394 $1.78M 0.72% -25,060 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,107 shares; 2025Q4: 32,001 shares 32,001 $1.75M 0.71% +13,894 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,744 shares; 2024Q4: 82,092 shares; 2025Q1: 79,725 shares; 2025Q2: 70,899 shares; 2025Q3: 68,800 shares; 2025Q4: 68,076 shares 68,076 $1.7M 0.69% -724 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: 734 shares; 2024Q4: 1,761 shares; 2025Q1: 1,827 shares; 2025Q2: 1,843 shares; 2025Q3: 1,796 shares; 2025Q4: 1,735 shares 1,735 $1.5M 0.61% -61 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: 2,676 shares; 2024Q4: 3,103 shares; 2025Q1: 2,612 shares; 2025Q2: 3,267 shares; 2025Q3: 3,326 shares; 2025Q4: 3,308 shares 3,308 $1.49M 0.61% -18 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 14,443 shares; 2025Q4: 31,369 shares 31,369 $1.44M 0.59% +16,926 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,772 shares 21,772 $1.36M 0.55% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,293 shares; 2025Q4: 22,151 shares 22,151 $1.35M 0.55% +9,858 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: 1,462 shares; 2024Q4: 1,501 shares; 2025Q1: 1,743 shares; 2025Q2: 1,644 shares; 2025Q3: 1,641 shares; 2025Q4: 14,153 shares 14,153 $1.33M 0.54% +12,512 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: 2,014 shares; 2024Q4: 6,367 shares; 2025Q1: 7,749 shares; 2025Q2: 6,620 shares; 2025Q3: 6,951 shares; 2025Q4: 5,941 shares 5,941 $1.23M 0.5% -1,010 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,876 shares; 2025Q4: 22,058 shares 22,058 $1.16M 0.47% +12,182 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,208 shares; 2025Q4: 11,400 shares 11,400 $1.14M 0.46% +7,192 Timeline JAVA 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: not reported; 2025Q3: 9,553 shares; 2025Q4: 15,694 shares 15,694 $1.13M 0.46% +6,141 Timeline IDEV 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: 32,151 shares; 2024Q4: 13,016 shares; 2025Q1: 12,443 shares; 2025Q2: 12,412 shares; 2025Q3: 12,383 shares; 2025Q4: 12,238 shares 12,238 $1.01M 0.41% -145 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: 7,397 shares; 2024Q4: 7,324 shares; 2025Q1: 9,653 shares; 2025Q2: 8,025 shares; 2025Q3: 8,207 shares; 2025Q4: 8,062 shares 8,062 $970K 0.39% -145 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF 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: 7,168 shares; 2025Q4: 13,510 shares 13,510 $964K 0.39% +6,342 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 7,695 shares; 2025Q1: 7,724 shares; 2025Q2: 7,705 shares; 2025Q3: 7,708 shares; 2025Q4: 7,046 shares 7,046 $935K 0.38% -662 Timeline TLH 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: 4,793 shares; 2025Q4: 9,050 shares 9,050 $920K 0.37% +4,257 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: 2,606 shares; 2024Q4: 2,655 shares; 2025Q1: 2,641 shares; 2025Q2: 2,619 shares; 2025Q3: 2,673 shares; 2025Q4: 2,546 shares 2,546 $893K 0.36% -127 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: 1,458 shares; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: 1,548 shares; 2025Q3: 1,558 shares; 2025Q4: 1,516 shares 1,516 $865K 0.35% -42 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: 7,909 shares; 2024Q4: 11,069 shares; 2025Q1: 9,361 shares; 2025Q2: 7,759 shares; 2025Q3: 7,887 shares; 2025Q4: 7,763 shares 7,763 $865K 0.35% -124 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: 18,317 shares; 2024Q4: 12,483 shares; 2025Q1: 11,402 shares; 2025Q2: 11,354 shares; 2025Q3: 11,354 shares; 2025Q4: 11,355 shares 11,355 $857K 0.35% +1 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,535 shares; 2025Q1: 3,535 shares; 2025Q2: 3,535 shares; 2025Q3: 3,535 shares; 2025Q4: 3,987 shares 3,987 $834K 0.34% +452 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: 2,237 shares; 2024Q4: 3,905 shares; 2025Q1: 3,928 shares; 2025Q2: 3,994 shares; 2025Q3: 4,070 shares; 2025Q4: 3,621 shares 3,621 $827K 0.34% -449 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: 13,429 shares; 2024Q4: 13,429 shares; 2025Q1: 13,369 shares; 2025Q2: 13,306 shares; 2025Q3: 12,465 shares; 2025Q4: 11,232 shares 11,232 $826K 0.34% -1,233 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 4,567 shares; 2025Q1: 4,622 shares; 2025Q2: 4,584 shares; 2025Q3: 4,624 shares; 2025Q4: 3,558 shares 3,558 $823K 0.34% -1,066 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: 1,072 shares; 2024Q4: 1,072 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,181 shares; 2025Q4: 1,182 shares 1,182 $806K 0.33% +1 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,155 shares; 2024Q4: 9,833 shares; 2025Q1: 10,811 shares; 2025Q2: 10,105 shares; 2025Q3: 10,105 shares; 2025Q4: 10,110 shares 10,110 $795K 0.32% +5 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: 1,178 shares; 2024Q4: 1,251 shares; 2025Q1: 1,215 shares; 2025Q2: 1,363 shares; 2025Q3: 1,379 shares; 2025Q4: 1,344 shares 1,344 $770K 0.31% -35 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,999 shares; 2025Q4: 13,047 shares 13,047 $755K 0.31% +6,048 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: 2,473 shares; 2024Q4: 3,749 shares; 2025Q1: 2,336 shares; 2025Q2: 2,433 shares; 2025Q3: 2,477 shares; 2025Q4: 2,448 shares 2,448 $744K 0.3% -29 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: 2,763 shares; 2024Q4: 2,028 shares; 2025Q1: 2,960 shares; 2025Q2: 3,305 shares; 2025Q3: 3,361 shares; 2025Q4: 3,389 shares 3,389 $726K 0.3% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,515 shares; 2025Q4: 7,478 shares 7,478 $720K 0.29% +1,963 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: 740 shares; 2024Q4: 891 shares; 2025Q1: 752 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 672 shares 672 $719K 0.29% -8 Timeline SUSC 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: 29,909 shares 29,909 $699K 0.28% new 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: 3,554 shares; 2024Q4: 9,882 shares; 2025Q1: 10,368 shares; 2025Q2: 9,539 shares; 2025Q3: 9,579 shares; 2025Q4: 4,781 shares 4,781 $685K 0.28% -4,798 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,345 shares; 2025Q4: 6,874 shares 6,874 $661K 0.27% +2,529 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,508 shares; 2025Q2: 3,638 shares; 2025Q3: 3,695 shares; 2025Q4: 3,663 shares 3,663 $651K 0.27% -32 Timeline IYF 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: 5,011 shares 5,011 $646K 0.26% new 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: 2,696 shares; 2024Q4: 2,696 shares; 2025Q1: 2,697 shares; 2025Q2: 2,711 shares; 2025Q3: 2,731 shares; 2025Q4: 3,603 shares 3,603 $639K 0.26% +872 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: 6,211 shares; 2024Q4: 5,720 shares; 2025Q1: 6,787 shares; 2025Q2: 5,366 shares; 2025Q3: 6,840 shares; 2025Q4: 6,898 shares 6,898 $634K 0.26% +58 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: 2,064 shares; 2024Q4: 2,047 shares; 2025Q1: 2,171 shares; 2025Q2: 2,324 shares; 2025Q3: 2,822 shares; 2025Q4: 3,087 shares 3,087 $602K 0.24% +265 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,231 shares; 2024Q4: 38,259 shares; 2025Q1: 38,516 shares; 2025Q2: 37,546 shares; 2025Q3: 37,342 shares; 2025Q4: 37,406 shares 37,406 $593K 0.24% +64 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,341 shares; 2025Q4: 7,822 shares 7,822 $580K 0.24% +4,481 Timeline EAGG 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: 4,356 shares; 2025Q4: 11,962 shares 11,962 $572K 0.23% +7,606 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: not reported; 2025Q3: 1,483 shares; 2025Q4: 2,820 shares 2,820 $563K 0.23% +1,337 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: 3,975 shares; 2024Q4: 4,895 shares; 2025Q1: 4,781 shares; 2025Q2: 5,669 shares; 2025Q3: 5,702 shares; 2025Q4: 5,722 shares 5,722 $533K 0.22% +20 Timeline JIRE 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: not reported; 2025Q3: 3,547 shares; 2025Q4: 7,052 shares 7,052 $528K 0.21% +3,505 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,736 shares; 2024Q4: 20,749 shares; 2025Q1: 19,856 shares; 2025Q2: 10,542 shares; 2025Q3: 8,897 shares; 2025Q4: 6,660 shares 6,660 $519K 0.21% -2,237 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: 1,346 shares; 2024Q4: 1,728 shares; 2025Q1: 1,738 shares; 2025Q2: 1,728 shares; 2025Q3: 1,704 shares; 2025Q4: 1,693 shares 1,693 $517K 0.21% -11 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: 1,465 shares; 2024Q4: 1,575 shares; 2025Q1: 1,556 shares; 2025Q2: 1,671 shares; 2025Q3: 1,679 shares; 2025Q4: 1,482 shares 1,482 $510K 0.21% -197 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 2,665 shares; 2025Q1: 2,653 shares; 2025Q2: 2,116 shares; 2025Q3: 2,127 shares; 2025Q4: 2,083 shares 2,083 $506K 0.21% -44 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 92 shares; 2025Q1: 86 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 94 shares 94 $505K 0.21% +9 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,516 shares; 2024Q4: 27,598 shares; 2025Q1: 27,912 shares; 2025Q2: 25,667 shares; 2025Q3: 25,740 shares; 2025Q4: 26,113 shares 26,113 $505K 0.21% +373 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: 2,703 shares; 2024Q4: 2,789 shares; 2025Q1: 2,886 shares; 2025Q2: 2,771 shares; 2025Q3: 2,787 shares; 2025Q4: 2,654 shares 2,654 $487K 0.2% -133 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,297 shares; 2025Q1: 1,907 shares; 2025Q2: 2,021 shares; 2025Q3: 1,922 shares; 2025Q4: 1,824 shares 1,824 $483K 0.2% -98 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: 1,504 shares; 2024Q4: 1,461 shares; 2025Q1: 1,650 shares; 2025Q2: 1,561 shares; 2025Q3: 1,582 shares; 2025Q4: 1,554 shares 1,554 $479K 0.19% -28 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: 8,459 shares; 2024Q4: 8,685 shares; 2025Q1: 12,255 shares; 2025Q2: 8,404 shares; 2025Q3: 8,519 shares; 2025Q4: 8,669 shares 8,669 $477K 0.19% +150 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: 2,564 shares; 2025Q1: 2,813 shares; 2025Q2: 2,608 shares; 2025Q3: 3,249 shares; 2025Q4: 3,034 shares 3,034 $462K 0.19% -215 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 611 shares; 2025Q1: 693 shares; 2025Q2: 694 shares; 2025Q3: 690 shares; 2025Q4: 696 shares 696 $461K 0.19% +6 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 3,304 shares; 2025Q1: 3,871 shares; 2025Q2: 3,255 shares; 2025Q3: 3,290 shares; 2025Q4: 3,268 shares 3,268 $451K 0.18% -22 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,154 shares; 2025Q2: 3,277 shares; 2025Q3: 3,309 shares; 2025Q4: 3,321 shares 3,321 $449K 0.18% +12 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,110 shares; 2025Q1: 1,144 shares; 2025Q2: 1,089 shares; 2025Q3: 1,109 shares; 2025Q4: 1,046 shares 1,046 $446K 0.18% -63 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,641 shares 8,641 $435K 0.18% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,419 shares 12,419 $414K 0.17% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,529 shares; 2025Q1: 3,784 shares; 2025Q2: 2,964 shares; 2025Q3: 2,765 shares; 2025Q4: 2,811 shares 2,811 $412K 0.17% +46 Timeline SPYM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,134 shares 5,134 $412K 0.17% new Timeline ESGU 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: 3,727 shares; 2025Q1: 3,090 shares; 2025Q2: 4,393 shares; 2025Q3: 4,717 shares; 2025Q4: 2,763 shares 2,763 $412K 0.17% -1,954 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,514 shares; 2025Q1: 37,440 shares; 2025Q2: 34,165 shares; 2025Q3: 34,343 shares; 2025Q4: 35,068 shares 35,068 $411K 0.17% +725 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: 2,051 shares; 2024Q4: 3,643 shares; 2025Q1: 4,306 shares; 2025Q2: 4,285 shares; 2025Q3: 4,282 shares; 2025Q4: 3,247 shares 3,247 $407K 0.17% -1,035 Timeline DSI 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: 3,142 shares 3,142 $405K 0.16% new Timeline EUSB 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: 4,857 shares; 2025Q2: 4,818 shares; 2025Q3: 5,840 shares; 2025Q4: 9,097 shares 9,097 $399K 0.16% +3,257 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,210 shares 13,210 $391K 0.16% new 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: 708 shares; 2024Q4: 733 shares; 2025Q1: 784 shares; 2025Q2: 729 shares; 2025Q3: 699 shares; 2025Q4: 685 shares 685 $388K 0.16% -14 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,369 shares; 2025Q1: 2,518 shares; 2025Q2: 2,560 shares; 2025Q3: 2,529 shares; 2025Q4: 2,507 shares 2,507 $385K 0.16% -22 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: 12,383 shares; 2024Q4: 5,382 shares; 2025Q1: 4,468 shares; 2025Q2: 4,318 shares; 2025Q3: 3,473 shares; 2025Q4: 3,195 shares 3,195 $384K 0.16% -278 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 13,662 shares; 2025Q1: 14,266 shares; 2025Q2: 14,930 shares; 2025Q3: 14,974 shares; 2025Q4: 14,870 shares 14,870 $381K 0.15% -104 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 1,943 shares; 2025Q1: 2,011 shares; 2025Q2: 1,793 shares; 2025Q3: 1,709 shares; 2025Q4: 1,736 shares 1,736 $372K 0.15% +27 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,372 shares; 2025Q3: 1,368 shares; 2025Q4: 1,404 shares 1,404 $361K 0.15% +36 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 4,191 shares; 2025Q1: 4,181 shares; 2025Q2: 4,123 shares; 2025Q3: 4,123 shares; 2025Q4: 4,123 shares 4,123 $358K 0.15% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 561 shares; 2025Q3: 564 shares; 2025Q4: 547 shares 547 $358K 0.15% -17 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: 4,080 shares; 2024Q4: 4,142 shares; 2025Q1: 3,296 shares; 2025Q2: 3,296 shares; 2025Q3: 3,296 shares; 2025Q4: 3,296 shares 3,296 $352K 0.14% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,782 shares; 2024Q4: 7,854 shares; 2025Q1: 8,590 shares; 2025Q2: 6,761 shares; 2025Q3: 6,801 shares; 2025Q4: 7,578 shares 7,578 $351K 0.14% +777 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,201 shares; 2025Q4: 1,222 shares 1,222 $349K 0.14% +21 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,203 shares 5,203 $340K 0.14% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,479 shares; 2025Q1: 4,657 shares; 2025Q2: 4,797 shares; 2025Q3: 4,979 shares; 2025Q4: 4,298 shares 4,298 $340K 0.14% -681 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 3,444 shares; 2025Q1: 3,477 shares; 2025Q2: 3,475 shares; 2025Q3: 3,502 shares; 2025Q4: 3,539 shares 3,539 $337K 0.14% +37 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: 673 shares; 2024Q4: 751 shares; 2025Q1: 702 shares; 2025Q2: 655 shares; 2025Q3: 674 shares; 2025Q4: 633 shares 633 $331K 0.13% -41 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,533 shares; 2024Q4: 11,793 shares; 2025Q1: 11,439 shares; 2025Q2: 11,594 shares; 2025Q3: 11,605 shares; 2025Q4: 11,687 shares 11,687 $327K 0.13% +82 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: 625 shares; 2024Q4: 572 shares; 2025Q1: 619 shares; 2025Q2: not reported; 2025Q3: 515 shares; 2025Q4: 550 shares 550 $319K 0.13% +35 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 4,469 shares; 2025Q1: 4,468 shares; 2025Q2: 4,517 shares; 2025Q3: 4,335 shares; 2025Q4: 4,313 shares 4,313 $317K 0.13% -22 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,067 shares; 2025Q3: 8,143 shares; 2025Q4: 8,155 shares 8,155 $314K 0.13% +12 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: 949 shares; 2025Q1: 978 shares; 2025Q2: 1,044 shares; 2025Q3: 1,049 shares; 2025Q4: 1,053 shares 1,053 $312K 0.13% +4 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: 1,249 shares; 2024Q4: 1,366 shares; 2025Q1: 1,314 shares; 2025Q2: 1,389 shares; 2025Q3: 1,327 shares; 2025Q4: 1,134 shares 1,134 $304K 0.12% -193 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,724 shares; 2025Q2: 2,841 shares; 2025Q3: 2,886 shares; 2025Q4: 3,032 shares 3,032 $303K 0.12% +146 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,552 shares; 2024Q4: 8,000 shares; 2025Q1: 8,954 shares; 2025Q2: 7,601 shares; 2025Q3: 6,786 shares; 2025Q4: 5,950 shares 5,950 $303K 0.12% -836 Timeline ACWI 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: 2,096 shares; 2024Q4: 2,096 shares; 2025Q1: 2,096 shares; 2025Q2: 2,096 shares; 2025Q3: 2,096 shares; 2025Q4: 2,096 shares 2,096 $297K 0.12% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,713 shares; 2025Q4: 1,721 shares 1,721 $295K 0.12% +8 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: not reported; 2025Q1: 4,748 shares; 2025Q2: 4,885 shares; 2025Q3: 4,862 shares; 2025Q4: 4,877 shares 4,877 $294K 0.12% +15 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: not reported; 2025Q1: 3,446 shares; 2025Q2: 3,731 shares; 2025Q3: 3,663 shares; 2025Q4: 3,587 shares 3,587 $293K 0.12% -76 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,008 shares; 2025Q1: 1,050 shares; 2025Q2: 824 shares; 2025Q3: 721 shares; 2025Q4: 880 shares 880 $291K 0.12% +159 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,782 shares; 2025Q1: 2,101 shares; 2025Q2: 2,135 shares; 2025Q3: 2,140 shares; 2025Q4: 1,772 shares 1,772 $284K 0.12% -368 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,714 shares; 2025Q1: 12,714 shares; 2025Q2: 12,209 shares; 2025Q3: 12,263 shares; 2025Q4: 12,138 shares 12,138 $283K 0.12% -125 Timeline SUSA 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $279K 0.11% 0 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: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares 570 $278K 0.11% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,239 shares 2,239 $276K 0.11% new 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: 3,364 shares; 2024Q4: 3,236 shares; 2025Q1: 2,893 shares; 2025Q2: not reported; 2025Q3: 2,535 shares; 2025Q4: 2,608 shares 2,608 $275K 0.11% +73 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,364 shares; 2025Q1: 2,364 shares; 2025Q2: not reported; 2025Q3: 2,179 shares; 2025Q4: 2,190 shares 2,190 $273K 0.11% +11 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 7,151 shares; 2025Q1: 4,989 shares; 2025Q2: 5,963 shares; 2025Q3: 5,645 shares; 2025Q4: 5,645 shares 5,645 $272K 0.11% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,800 shares; 2025Q4: 4,750 shares 4,750 $269K 0.11% -50 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: 779 shares; 2024Q4: 821 shares; 2025Q1: 822 shares; 2025Q2: 804 shares; 2025Q3: 807 shares; 2025Q4: 762 shares 762 $268K 0.11% -45 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,264 shares; 2025Q4: 2,289 shares 2,289 $267K 0.11% +25 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 218 shares 218 $265K 0.11% -2 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,856 shares; 2024Q4: 10,610 shares; 2025Q1: 11,088 shares; 2025Q2: 11,267 shares; 2025Q3: 11,352 shares; 2025Q4: 10,386 shares 10,386 $258K 0.11% -966 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 436 shares; 2025Q2: 432 shares; 2025Q3: 434 shares; 2025Q4: 443 shares 443 $257K 0.1% +9 Timeline USXF 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: 4,453 shares 4,453 $256K 0.1% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 1,447 shares; 2025Q4: 1,587 shares 1,587 $255K 0.1% +140 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: 1,141 shares; 2024Q4: 1,268 shares; 2025Q1: 1,192 shares; 2025Q2: 1,204 shares; 2025Q3: 1,425 shares; 2025Q4: 1,283 shares 1,283 $250K 0.1% -142 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,374 shares 1,374 $249K 0.1% new Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD 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: 5,673 shares; 2025Q4: 5,687 shares 5,687 $248K 0.1% +14 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: 214 shares; 2025Q1: not reported; 2025Q2: 205 shares; 2025Q3: 211 shares; 2025Q4: 231 shares 231 $247K 0.1% +20 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: 3,396 shares; 2025Q1: 5,420 shares; 2025Q2: 3,270 shares; 2025Q3: 3,374 shares; 2025Q4: 3,205 shares 3,205 $247K 0.1% -169 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,400 shares 5,400 $239K 0.1% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE 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: 475 shares; 2025Q3: 488 shares; 2025Q4: 508 shares 508 $238K 0.1% +20 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 332 shares; 2025Q1: 345 shares; 2025Q2: 318 shares; 2025Q3: 330 shares; 2025Q4: 1,537 shares 1,537 $235K 0.1% +1,207 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,146 shares; 2025Q3: 1,190 shares; 2025Q4: 1,061 shares 1,061 $230K 0.09% -129 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,389 shares; 2024Q4: 6,235 shares; 2025Q1: 7,124 shares; 2025Q2: 6,004 shares; 2025Q3: 6,241 shares; 2025Q4: 5,646 shares 5,646 $230K 0.09% -595 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 615 shares; 2025Q4: 621 shares 621 $230K 0.09% +6 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: 807 shares; 2024Q4: not reported; 2025Q1: 735 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 681 shares 681 $223K 0.09% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 326 shares; 2025Q4: 327 shares 327 $220K 0.09% +1 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,239 shares; 2024Q4: 6,163 shares; 2025Q1: 6,124 shares; 2025Q2: 5,971 shares; 2025Q3: 5,714 shares; 2025Q4: 5,329 shares 5,329 $215K 0.09% -385 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,369 shares; 2025Q1: 1,797 shares; 2025Q2: 1,308 shares; 2025Q3: 1,371 shares; 2025Q4: 1,229 shares 1,229 $213K 0.09% -142 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,849 shares 1,849 $213K 0.09% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: not reported; 2025Q1: 3,966 shares; 2025Q2: not reported; 2025Q3: 2,676 shares; 2025Q4: 2,650 shares 2,650 $213K 0.09% -26 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 598 shares 598 $211K 0.09% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA 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: 1,237 shares 1,237 $211K 0.09% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: not reported; 2025Q1: 1,868 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares 1,464 $210K 0.09% 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: 2,251 shares; 2024Q4: 2,482 shares; 2025Q1: 2,521 shares; 2025Q2: 1,895 shares; 2025Q3: 2,044 shares; 2025Q4: 1,813 shares 1,813 $206K 0.08% -231 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,538 shares; 2025Q2: 2,489 shares; 2025Q3: 2,574 shares; 2025Q4: 2,365 shares 2,365 $206K 0.08% -209 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES 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: 2,518 shares 2,518 $204K 0.08% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,597 shares 1,597 $204K 0.08% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,393 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 838 shares 838 $203K 0.08% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 908 shares; 2025Q4: 912 shares 912 $203K 0.08% +4 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,223 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,551 shares; 2025Q4: 1,540 shares 1,540 $202K 0.08% -11 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: not reported; 2025Q3: 2,210 shares; 2025Q4: 2,204 shares 2,204 $201K 0.08% -6 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,728 shares 1,728 $201K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,340 shares 8,340 $200K 0.08% new Timeline VALE VALE S A More: the full row for VALE S A 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: 14,630 shares 14,630 $191K 0.08% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,122 shares 10,122 $177K 0.07% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,901 shares; 2025Q1: 27,901 shares; 2025Q2: 26,022 shares; 2025Q3: 26,211 shares; 2025Q4: 26,401 shares 26,401 $140K 0.06% +190 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,421 shares; 2025Q1: 13,421 shares; 2025Q2: 13,832 shares; 2025Q3: 13,995 shares; 2025Q4: 14,641 shares 14,641 $107K 0.04% +646 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,928 shares; 2025Q1: 14,927 shares; 2025Q2: 14,545 shares; 2025Q3: 14,545 shares; 2025Q4: 14,231 shares 14,231 $57.6K 0.02% -314 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,754 shares; 2024Q4: 12,384 shares; 2025Q1: 10,456 shares; 2025Q2: 17,324 shares; 2025Q3: 14,382 shares; 2025Q4: 13,880 shares 13,880 $34.3K 0.01% -502 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,725 shares; 2024Q4: 12,725 shares; 2025Q1: 12,725 shares; 2025Q2: 12,725 shares; 2025Q3: 12,725 shares; 2025Q4: 12,725 shares 12,725 $25.4K 0.01% 0 Timeline