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: 35,282 shares; 2024Q4: 37,955 shares; 2025Q1: 42,523 shares; 2025Q2: 63,131 shares; 2025Q3: 65,513 shares; 2025Q4: 66,608 shares 66,608 $41.8M 8.42% +1,095 Timeline VCRM 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: 5,086 shares; 2025Q2: 166,687 shares; 2025Q3: 182,538 shares; 2025Q4: 480,051 shares 480,051 $36.3M 7.31% +297,513 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586,079 shares; 2024Q4: 1,009,192 shares; 2025Q1: 1,097,679 shares; 2025Q2: 908,131 shares; 2025Q3: 937,225 shares; 2025Q4: 953,714 shares 953,714 $35.4M 7.13% +16,489 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: 1,467,582 shares; 2024Q4: 1,505,944 shares; 2025Q1: 1,349,447 shares; 2025Q2: 1,377,827 shares; 2025Q3: 1,436,554 shares; 2025Q4: 1,494,604 shares 1,494,604 $34.4M 6.94% +58,050 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: 121,566 shares; 2024Q4: 129,565 shares; 2025Q1: 240,612 shares; 2025Q2: 202,495 shares; 2025Q3: 208,323 shares; 2025Q4: 213,721 shares 213,721 $25.7M 5.18% +5,398 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,611 shares; 2024Q4: 185,824 shares; 2025Q1: 255,579 shares; 2025Q2: 245,018 shares; 2025Q3: 276,754 shares; 2025Q4: 324,656 shares 324,656 $25.3M 5.1% +47,902 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: 370,956 shares; 2024Q4: 365,664 shares; 2025Q1: 368,344 shares; 2025Q2: 367,541 shares; 2025Q3: 374,328 shares; 2025Q4: 388,938 shares 388,938 $17.6M 3.55% +14,610 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: 26,100 shares; 2024Q4: 25,228 shares; 2025Q1: 24,926 shares; 2025Q2: 24,902 shares; 2025Q3: 24,756 shares; 2025Q4: 24,302 shares 24,302 $16.6M 3.36% -454 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,669 shares; 2024Q4: 362,838 shares; 2025Q1: 383,700 shares; 2025Q2: 373,289 shares; 2025Q3: 406,309 shares; 2025Q4: 423,125 shares 423,125 $16.3M 3.28% +16,816 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,060 shares; 2024Q4: 305,939 shares; 2025Q1: 320,108 shares; 2025Q2: 309,352 shares; 2025Q3: 311,354 shares; 2025Q4: 311,255 shares 311,255 $15.7M 3.17% -99 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,753 shares; 2024Q4: 184,217 shares; 2025Q1: 180,791 shares; 2025Q2: 164,704 shares; 2025Q3: 189,446 shares; 2025Q4: 223,117 shares 223,117 $15.5M 3.13% +33,671 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: 12,826 shares; 2024Q4: 12,870 shares; 2025Q1: 15,104 shares; 2025Q2: 35,976 shares; 2025Q3: 35,771 shares; 2025Q4: 35,703 shares 35,703 $9.21M 1.86% -68 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,953 shares; 2024Q4: 178,234 shares; 2025Q1: 208,875 shares; 2025Q2: 179,995 shares; 2025Q3: 197,067 shares; 2025Q4: 220,062 shares 220,062 $7.15M 1.44% +22,995 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: 35,576 shares; 2024Q4: 35,249 shares; 2025Q1: 34,715 shares; 2025Q2: 33,881 shares; 2025Q3: 32,366 shares; 2025Q4: 30,857 shares 30,857 $6.78M 1.37% -1,509 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,235 shares; 2025Q3: 47,524 shares; 2025Q4: 47,128 shares 47,128 $6.67M 1.34% -396 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: 24,203 shares; 2024Q4: 24,233 shares; 2025Q1: 74,597 shares; 2025Q2: 146,392 shares; 2025Q3: 145,650 shares; 2025Q4: 144,661 shares 144,661 $6.64M 1.34% -989 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: 24,199 shares; 2024Q4: 23,882 shares; 2025Q1: 24,791 shares; 2025Q2: 23,795 shares; 2025Q3: 24,091 shares; 2025Q4: 24,003 shares 24,003 $6.53M 1.32% -88 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: 110,568 shares; 2024Q4: 298,898 shares; 2025Q1: 271,857 shares; 2025Q2: 253,826 shares; 2025Q3: 243,399 shares; 2025Q4: 219,603 shares 219,603 $5.98M 1.2% -23,796 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,890 shares; 2024Q4: 53,172 shares; 2025Q1: 60,849 shares; 2025Q2: 44,839 shares; 2025Q3: 50,682 shares; 2025Q4: 61,051 shares 61,051 $5.58M 1.13% +10,369 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: 11,515 shares; 2024Q4: 11,482 shares; 2025Q1: 11,299 shares; 2025Q2: 11,152 shares; 2025Q3: 11,063 shares; 2025Q4: 11,058 shares 11,058 $5.23M 1.06% -5 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: 82,823 shares; 2024Q4: 77,634 shares; 2025Q1: 75,040 shares; 2025Q2: 88,017 shares; 2025Q3: 87,537 shares; 2025Q4: 82,915 shares 82,915 $5.18M 1.04% -4,622 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: 932 shares; 2024Q4: 916 shares; 2025Q1: 1,049 shares; 2025Q2: 16,087 shares; 2025Q3: 15,598 shares; 2025Q4: 15,097 shares 15,097 $5.06M 1.02% -501 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,283 shares; 2024Q4: 53,632 shares; 2025Q1: 53,025 shares; 2025Q2: 92,913 shares; 2025Q3: 92,331 shares; 2025Q4: 92,047 shares 92,047 $4.59M 0.93% -284 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: 62,289 shares; 2024Q4: 62,224 shares; 2025Q1: 62,592 shares; 2025Q2: 63,511 shares; 2025Q3: 63,615 shares; 2025Q4: 63,930 shares 63,930 $4.47M 0.9% +315 Timeline PXF 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: 59,530 shares; 2024Q4: 66,884 shares; 2025Q1: 66,053 shares; 2025Q2: 66,905 shares; 2025Q3: 65,550 shares; 2025Q4: 64,874 shares 64,874 $4.25M 0.86% -676 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: 748 shares; 2024Q4: 683 shares; 2025Q1: 711 shares; 2025Q2: 4,174 shares; 2025Q3: 4,182 shares; 2025Q4: 3,837 shares 3,837 $4.12M 0.83% -345 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,001 shares; 2024Q4: 10,071 shares; 2025Q1: 9,668 shares; 2025Q2: 9,534 shares; 2025Q3: 9,495 shares; 2025Q4: 9,162 shares 9,162 $4.07M 0.82% -333 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: 8,116 shares; 2024Q4: 8,137 shares; 2025Q1: 7,975 shares; 2025Q2: 8,688 shares; 2025Q3: 8,518 shares; 2025Q4: 8,156 shares 8,156 $3.94M 0.8% -362 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: 58,904 shares; 2024Q4: 54,376 shares; 2025Q1: 53,606 shares; 2025Q2: 53,027 shares; 2025Q3: 50,115 shares; 2025Q4: 50,256 shares 50,256 $3.77M 0.76% +141 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: 93,803 shares; 2024Q4: 180,954 shares; 2025Q1: 163,308 shares; 2025Q2: 133,143 shares; 2025Q3: 129,197 shares; 2025Q4: 117,727 shares 117,727 $3.71M 0.75% -11,470 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: 13,917 shares; 2024Q4: 13,548 shares; 2025Q1: 10,854 shares; 2025Q2: 18,389 shares; 2025Q3: 18,752 shares; 2025Q4: 14,353 shares 14,353 $3.31M 0.67% -4,399 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: 12,772 shares; 2024Q4: 13,296 shares; 2025Q1: 13,972 shares; 2025Q2: 15,253 shares; 2025Q3: 16,962 shares; 2025Q4: 17,438 shares 17,438 $3.25M 0.66% +476 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,932 shares; 2024Q4: 7,023 shares; 2025Q1: 7,216 shares; 2025Q2: 7,386 shares; 2025Q3: 7,538 shares; 2025Q4: 7,210 shares 7,210 $3.24M 0.65% -328 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: 5,293 shares; 2024Q4: 5,303 shares; 2025Q1: 4,735 shares; 2025Q2: 4,655 shares; 2025Q3: 4,744 shares; 2025Q4: 4,743 shares 4,743 $3.23M 0.65% -1 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: 12,678 shares; 2024Q4: 12,770 shares; 2025Q1: 12,288 shares; 2025Q2: 12,195 shares; 2025Q3: 13,076 shares; 2025Q4: 57,654 shares 57,654 $3.17M 0.64% +44,578 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,879 shares; 2024Q4: 90,258 shares; 2025Q1: 91,216 shares; 2025Q2: 89,314 shares; 2025Q3: 89,440 shares; 2025Q4: 88,966 shares 88,966 $3M 0.61% -474 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: 9,615 shares; 2024Q4: 10,020 shares; 2025Q1: 10,012 shares; 2025Q2: 10,026 shares; 2025Q3: 10,038 shares; 2025Q4: 20,345 shares 20,345 $2.93M 0.59% +10,307 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: 19,525 shares; 2025Q1: 19,674 shares; 2025Q2: 19,675 shares; 2025Q3: 17,902 shares; 2025Q4: 16,095 shares 16,095 $2.74M 0.55% -1,807 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,690 shares; 2024Q4: 24,697 shares; 2025Q1: 24,686 shares; 2025Q2: 22,478 shares; 2025Q3: 22,477 shares; 2025Q4: 22,187 shares 22,187 $2.46M 0.5% -290 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,532 shares; 2024Q4: 47,261 shares; 2025Q1: 50,204 shares; 2025Q2: 43,364 shares; 2025Q3: 44,743 shares; 2025Q4: 43,418 shares 43,418 $2.33M 0.47% -1,325 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: 31,659 shares; 2024Q4: 91,757 shares; 2025Q1: 91,458 shares; 2025Q2: 90,673 shares; 2025Q3: 90,787 shares; 2025Q4: 84,923 shares 84,923 $2.29M 0.46% -5,864 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: 7,520 shares; 2024Q4: 7,677 shares; 2025Q1: 7,228 shares; 2025Q2: 6,647 shares; 2025Q3: 6,349 shares; 2025Q4: 6,455 shares 6,455 $2.23M 0.45% +106 Timeline IWV 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: 5,539 shares; 2024Q4: 5,539 shares; 2025Q1: 5,539 shares; 2025Q2: 5,539 shares; 2025Q3: 5,539 shares; 2025Q4: 5,539 shares 5,539 $2.14M 0.43% 0 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: 12,423 shares; 2024Q4: 12,434 shares; 2025Q1: 11,719 shares; 2025Q2: 11,498 shares; 2025Q3: 10,938 shares; 2025Q4: 10,874 shares 10,874 $2.08M 0.42% -64 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: 6,311 shares; 2024Q4: 6,362 shares; 2025Q1: 6,362 shares; 2025Q2: 6,430 shares; 2025Q3: 5,962 shares; 2025Q4: 5,948 shares 5,948 $1.92M 0.39% -14 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: 26,397 shares; 2024Q4: 26,023 shares; 2025Q1: 25,803 shares; 2025Q2: 22,979 shares; 2025Q3: 22,712 shares; 2025Q4: 21,865 shares 21,865 $1.85M 0.37% -847 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: 10,587 shares; 2024Q4: 9,518 shares; 2025Q1: 9,663 shares; 2025Q2: 20,983 shares; 2025Q3: 20,485 shares; 2025Q4: 20,424 shares 20,424 $1.83M 0.37% -61 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: 5,553 shares; 2024Q4: 5,224 shares; 2025Q1: 5,309 shares; 2025Q2: 5,683 shares; 2025Q3: 5,732 shares; 2025Q4: 5,756 shares 5,756 $1.81M 0.36% +24 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: 4,289 shares; 2024Q4: 4,320 shares; 2025Q1: 4,381 shares; 2025Q2: 4,619 shares; 2025Q3: 5,259 shares; 2025Q4: 5,566 shares 5,566 $1.74M 0.35% +307 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: 26,488 shares; 2024Q4: 25,695 shares; 2025Q1: 23,838 shares; 2025Q2: 21,264 shares; 2025Q3: 22,689 shares; 2025Q4: 21,847 shares 21,847 $1.72M 0.35% -842 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: 39,782 shares; 2024Q4: 39,492 shares; 2025Q1: 39,200 shares; 2025Q2: 38,966 shares; 2025Q3: 38,882 shares; 2025Q4: 36,616 shares 36,616 $1.72M 0.35% -2,266 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: 4,239 shares; 2024Q4: 4,142 shares; 2025Q1: 4,233 shares; 2025Q2: 3,679 shares; 2025Q3: 3,577 shares; 2025Q4: 3,375 shares 3,375 $1.7M 0.34% -202 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,145 shares; 2024Q4: 7,132 shares; 2025Q1: 7,357 shares; 2025Q2: 7,507 shares; 2025Q3: 7,125 shares; 2025Q4: 7,000 shares 7,000 $1.69M 0.34% -125 Timeline VSDM 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: 222,336 shares; 2025Q3: 224,336 shares; 2025Q4: 19,235 shares 19,235 $1.47M 0.3% -205,101 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: 7,946 shares; 2024Q4: 7,192 shares; 2025Q1: 7,054 shares; 2025Q2: 6,946 shares; 2025Q3: 6,715 shares; 2025Q4: 6,469 shares 6,469 $1.36M 0.27% -246 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: 3,737 shares; 2024Q4: 3,789 shares; 2025Q1: 3,756 shares; 2025Q2: 4,249 shares; 2025Q3: 4,280 shares; 2025Q4: 3,853 shares 3,853 $1.33M 0.27% -427 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,663 shares; 2024Q4: 17,422 shares; 2025Q1: 16,397 shares; 2025Q2: 16,193 shares; 2025Q3: 14,501 shares; 2025Q4: 14,319 shares 14,319 $1.32M 0.27% -182 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,233 shares; 2025Q3: 8,991 shares; 2025Q4: 14,391 shares 14,391 $1.32M 0.27% +5,400 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: 16,847 shares; 2024Q4: 16,776 shares; 2025Q1: 16,705 shares; 2025Q2: 16,490 shares; 2025Q3: 16,215 shares; 2025Q4: 15,872 shares 15,872 $1.31M 0.26% -343 Timeline ILCV 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: 12,400 shares; 2024Q4: 12,400 shares; 2025Q1: 12,400 shares; 2025Q2: 12,400 shares; 2025Q3: 12,400 shares; 2025Q4: 12,400 shares 12,400 $1.17M 0.24% 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: 4,277 shares; 2024Q4: 4,285 shares; 2025Q1: 4,023 shares; 2025Q2: 3,831 shares; 2025Q3: 3,771 shares; 2025Q4: 3,377 shares 3,377 $1.16M 0.23% -394 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: 9,187 shares; 2024Q4: 9,196 shares; 2025Q1: 9,170 shares; 2025Q2: 9,178 shares; 2025Q3: 9,172 shares; 2025Q4: 9,080 shares 9,080 $1.12M 0.23% -92 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: 4,277 shares; 2024Q4: 4,276 shares; 2025Q1: 4,281 shares; 2025Q2: 4,289 shares; 2025Q3: 4,321 shares; 2025Q4: 4,351 shares 4,351 $1.07M 0.22% +30 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: 2,925 shares; 2024Q4: 2,944 shares; 2025Q1: 2,857 shares; 2025Q2: 3,403 shares; 2025Q3: 3,402 shares; 2025Q4: 3,376 shares 3,376 $1.04M 0.21% -26 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: 8,420 shares; 2024Q4: 29,458 shares; 2025Q1: 37,415 shares; 2025Q2: 34,318 shares; 2025Q3: 33,367 shares; 2025Q4: 33,104 shares 33,104 $980K 0.2% -263 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,454 shares; 2024Q4: 10,067 shares; 2025Q1: 9,786 shares; 2025Q2: 9,773 shares; 2025Q3: 8,455 shares; 2025Q4: 7,927 shares 7,927 $965K 0.19% -528 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: 22,116 shares; 2024Q4: 65,762 shares; 2025Q1: 56,060 shares; 2025Q2: 42,832 shares; 2025Q3: 39,285 shares; 2025Q4: 34,041 shares 34,041 $934K 0.19% -5,244 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,940 shares; 2024Q4: 5,314 shares; 2025Q1: 5,010 shares; 2025Q2: 4,526 shares; 2025Q3: 4,432 shares; 2025Q4: 4,450 shares 4,450 $912K 0.18% +18 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: 6,324 shares; 2024Q4: 6,446 shares; 2025Q1: 6,840 shares; 2025Q2: 7,246 shares; 2025Q3: 7,075 shares; 2025Q4: 5,930 shares 5,930 $850K 0.17% -1,145 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: 2,251 shares; 2024Q4: 2,260 shares; 2025Q1: 2,276 shares; 2025Q2: 2,278 shares; 2025Q3: 2,280 shares; 2025Q4: 2,273 shares 2,273 $849K 0.17% -7 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: 1,560 shares; 2024Q4: 1,622 shares; 2025Q1: 1,647 shares; 2025Q2: 2,107 shares; 2025Q3: 2,272 shares; 2025Q4: 2,255 shares 2,255 $791K 0.16% -17 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: 11,816 shares; 2024Q4: 11,748 shares; 2025Q1: 11,609 shares; 2025Q2: 11,198 shares; 2025Q3: 12,410 shares; 2025Q4: 11,706 shares 11,706 $787K 0.16% -704 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,045 shares; 2025Q3: 1,243 shares; 2025Q4: 1,244 shares 1,244 $764K 0.15% +1 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: 4,015 shares; 2024Q4: 4,046 shares; 2025Q1: 4,020 shares; 2025Q2: 4,093 shares; 2025Q3: 4,099 shares; 2025Q4: 4,134 shares 4,134 $758K 0.15% +35 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: 2,966 shares; 2024Q4: 2,884 shares; 2025Q1: 2,795 shares; 2025Q2: 3,465 shares; 2025Q3: 3,415 shares; 2025Q4: 3,259 shares 3,259 $745K 0.15% -156 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: 6,303 shares; 2024Q4: 6,453 shares; 2025Q1: 6,021 shares; 2025Q2: 6,653 shares; 2025Q3: 6,488 shares; 2025Q4: 6,662 shares 6,662 $742K 0.15% +174 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: 9,758 shares; 2024Q4: 7,119 shares; 2025Q1: 7,137 shares; 2025Q2: 7,265 shares; 2025Q3: 7,408 shares; 2025Q4: 7,396 shares 7,396 $689K 0.14% -12 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 3,887 shares; 2025Q1: 3,884 shares; 2025Q2: 2,930 shares; 2025Q3: 2,901 shares; 2025Q4: 2,907 shares 2,907 $663K 0.13% +6 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,462 shares; 2024Q4: 4,493 shares; 2025Q1: 130,491 shares; 2025Q2: 4,130 shares; 2025Q3: 4,203 shares; 2025Q4: 4,699 shares 4,699 $663K 0.13% +496 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: 3,916 shares; 2024Q4: 3,724 shares; 2025Q1: 3,050 shares; 2025Q2: 3,594 shares; 2025Q3: 3,516 shares; 2025Q4: 3,160 shares 3,160 $654K 0.13% -356 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,656 shares; 2025Q1: 3,658 shares; 2025Q2: 8,683 shares; 2025Q3: 8,100 shares; 2025Q4: 8,110 shares 8,110 $633K 0.13% +10 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: 3,629 shares; 2024Q4: 3,671 shares; 2025Q1: 3,731 shares; 2025Q2: 4,131 shares; 2025Q3: 4,065 shares; 2025Q4: 4,116 shares 4,116 $632K 0.13% +51 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: 930 shares; 2024Q4: 955 shares; 2025Q1: 980 shares; 2025Q2: 1,082 shares; 2025Q3: 1,090 shares; 2025Q4: 1,083 shares 1,083 $618K 0.12% -7 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,305 shares; 2024Q4: 6,166 shares; 2025Q1: 5,957 shares; 2025Q2: 5,979 shares; 2025Q3: 4,236 shares; 2025Q4: 4,249 shares 4,249 $610K 0.12% +13 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: 857 shares; 2024Q4: 866 shares; 2025Q1: 1,033 shares; 2025Q2: 1,059 shares; 2025Q3: 1,048 shares; 2025Q4: 1,055 shares 1,055 $604K 0.12% +7 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: 611 shares; 2024Q4: 644 shares; 2025Q1: 684 shares; 2025Q2: 786 shares; 2025Q3: 840 shares; 2025Q4: 903 shares 903 $596K 0.12% +63 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: 491 shares; 2024Q4: 501 shares; 2025Q1: 626 shares; 2025Q2: 712 shares; 2025Q3: 696 shares; 2025Q4: 689 shares 689 $594K 0.12% -7 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: 2,361 shares; 2024Q4: 2,723 shares; 2025Q1: 2,945 shares; 2025Q2: 3,496 shares; 2025Q3: 3,794 shares; 2025Q4: 3,754 shares 3,754 $572K 0.12% -40 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: 9,982 shares; 2024Q4: 9,723 shares; 2025Q1: 9,723 shares; 2025Q2: 9,810 shares; 2025Q3: 6,926 shares; 2025Q4: 6,261 shares 6,261 $560K 0.11% -665 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: 7,295 shares; 2024Q4: 7,420 shares; 2025Q1: 7,375 shares; 2025Q2: 6,572 shares; 2025Q3: 8,928 shares; 2025Q4: 7,516 shares 7,516 $557K 0.11% -1,412 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: 1,589 shares; 2024Q4: 1,640 shares; 2025Q1: 1,680 shares; 2025Q2: 1,752 shares; 2025Q3: 1,803 shares; 2025Q4: 1,791 shares 1,791 $547K 0.11% -12 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: 2,245 shares; 2024Q4: 2,763 shares; 2025Q1: 3,834 shares; 2025Q2: 3,450 shares; 2025Q3: 3,933 shares; 2025Q4: 4,506 shares 4,506 $542K 0.11% +573 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: 728 shares; 2025Q1: 701 shares; 2025Q2: 848 shares; 2025Q3: 844 shares; 2025Q4: 821 shares 821 $537K 0.11% -23 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,526 shares; 2024Q4: 10,565 shares; 2025Q1: 10,766 shares; 2025Q2: 10,818 shares; 2025Q3: 10,818 shares; 2025Q4: 10,828 shares 10,828 $533K 0.11% +10 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,112 shares; 2025Q3: 7,112 shares; 2025Q4: 7,112 shares 7,112 $526K 0.11% 0 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: 1,680 shares; 2024Q4: 1,684 shares; 2025Q1: 1,709 shares; 2025Q2: 1,650 shares; 2025Q3: 1,728 shares; 2025Q4: 1,736 shares 1,736 $504K 0.1% +8 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,227 shares; 2025Q1: 2,238 shares; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares; 2025Q4: 2,248 shares 2,248 $503K 0.1% +13 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,904 shares; 2025Q1: 1,889 shares; 2025Q2: 1,907 shares; 2025Q3: 2,549 shares; 2025Q4: 2,264 shares 2,264 $485K 0.1% -285 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: 1,946 shares; 2024Q4: 1,977 shares; 2025Q1: 1,852 shares; 2025Q2: 1,848 shares; 2025Q3: 1,897 shares; 2025Q4: 1,869 shares 1,869 $481K 0.1% -28 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,188 shares; 2024Q4: 11,792 shares; 2025Q1: 11,223 shares; 2025Q2: 9,925 shares; 2025Q3: 9,951 shares; 2025Q4: 9,432 shares 9,432 $477K 0.1% -519 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: 2,106 shares; 2024Q4: 2,129 shares; 2025Q1: 2,156 shares; 2025Q2: 2,301 shares; 2025Q3: 2,358 shares; 2025Q4: 2,409 shares 2,409 $470K 0.09% +51 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 2,467 shares; 2025Q1: 2,565 shares; 2025Q2: 2,494 shares; 2025Q3: 2,476 shares; 2025Q4: 2,478 shares 2,478 $456K 0.09% +2 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 941 shares; 2025Q1: 949 shares; 2025Q2: 974 shares; 2025Q3: 963 shares; 2025Q4: 972 shares 972 $454K 0.09% +9 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: 418 shares; 2025Q1: 407 shares; 2025Q2: 423 shares; 2025Q3: 421 shares; 2025Q4: 420 shares 420 $450K 0.09% -1 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,042 shares 17,042 $447K 0.09% new 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: 1,730 shares; 2024Q4: 1,744 shares; 2025Q1: 1,810 shares; 2025Q2: 1,881 shares; 2025Q3: 1,734 shares; 2025Q4: 1,648 shares 1,648 $442K 0.09% -86 Timeline IGSB 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: 8,457 shares; 2024Q4: 8,576 shares; 2025Q1: 7,915 shares; 2025Q2: 8,003 shares; 2025Q3: 8,088 shares; 2025Q4: 8,211 shares 8,211 $434K 0.09% +123 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,677 shares; 2025Q1: 2,854 shares; 2025Q2: 2,863 shares; 2025Q3: 2,891 shares; 2025Q4: 2,683 shares 2,683 $430K 0.09% -208 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: 1,633 shares; 2024Q4: 1,634 shares; 2025Q1: 1,636 shares; 2025Q2: 1,638 shares; 2025Q3: 1,495 shares; 2025Q4: 1,497 shares 1,497 $415K 0.08% +2 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: 1,359 shares; 2024Q4: 1,269 shares; 2025Q1: 1,276 shares; 2025Q2: 1,260 shares; 2025Q3: 1,246 shares; 2025Q4: 1,258 shares 1,258 $412K 0.08% +12 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: 4,429 shares; 2024Q4: 4,429 shares; 2025Q1: 4,429 shares; 2025Q2: 4,430 shares; 2025Q3: 4,429 shares; 2025Q4: 4,260 shares 4,260 $409K 0.08% -169 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: 1,575 shares; 2024Q4: 1,570 shares; 2025Q1: 1,512 shares; 2025Q2: 1,540 shares; 2025Q3: 1,674 shares; 2025Q4: 1,236 shares 1,236 $408K 0.08% -438 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: 1,957 shares; 2024Q4: 2,155 shares; 2025Q1: 2,228 shares; 2025Q2: 3,348 shares; 2025Q3: 3,146 shares; 2025Q4: 3,239 shares 3,239 $406K 0.08% +93 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: 1,960 shares; 2024Q4: 1,797 shares; 2025Q1: 1,793 shares; 2025Q2: 1,992 shares; 2025Q3: 2,336 shares; 2025Q4: 2,364 shares 2,364 $404K 0.08% +28 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: 3,378 shares; 2024Q4: 3,387 shares; 2025Q1: 3,278 shares; 2025Q2: 3,550 shares; 2025Q3: 3,312 shares; 2025Q4: 3,812 shares 3,812 $401K 0.08% +500 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: 4,126 shares; 2024Q4: 3,972 shares; 2025Q1: 4,072 shares; 2025Q2: 4,079 shares; 2025Q3: 3,561 shares; 2025Q4: 3,310 shares 3,310 $388K 0.08% -251 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,576 shares; 2024Q4: 6,409 shares; 2025Q1: 5,268 shares; 2025Q2: 5,171 shares; 2025Q3: 4,779 shares; 2025Q4: 4,804 shares 4,804 $383K 0.08% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,479 shares 10,479 $378K 0.08% new 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: 665 shares; 2024Q4: 666 shares; 2025Q1: 1,067 shares; 2025Q2: 763 shares; 2025Q3: 786 shares; 2025Q4: 749 shares 749 $365K 0.07% -37 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: 3,061 shares; 2024Q4: 3,069 shares; 2025Q1: 3,152 shares; 2025Q2: 2,696 shares; 2025Q3: 2,327 shares; 2025Q4: 2,310 shares 2,310 $356K 0.07% -17 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: 15,970 shares; 2024Q4: 14,967 shares; 2025Q1: 15,303 shares; 2025Q2: 13,008 shares; 2025Q3: 8,433 shares; 2025Q4: 8,636 shares 8,636 $352K 0.07% +203 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: 2,239 shares; 2024Q4: 2,247 shares; 2025Q1: 2,252 shares; 2025Q2: 2,257 shares; 2025Q3: 2,261 shares; 2025Q4: 2,267 shares 2,267 $352K 0.07% +6 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,960 shares; 2024Q4: 4,973 shares; 2025Q1: 5,021 shares; 2025Q2: 5,001 shares; 2025Q3: 4,995 shares; 2025Q4: 5,057 shares 5,057 $351K 0.07% +62 Timeline SPGP 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: 3,009 shares; 2024Q4: 3,021 shares; 2025Q1: 3,034 shares; 2025Q2: 3,044 shares; 2025Q3: 3,049 shares; 2025Q4: 3,054 shares 3,054 $348K 0.07% +5 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,432 shares; 2025Q1: 2,456 shares; 2025Q2: 2,525 shares; 2025Q3: 2,492 shares; 2025Q4: 2,509 shares 2,509 $346K 0.07% +17 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: 4,382 shares; 2024Q4: 4,531 shares; 2025Q1: 4,398 shares; 2025Q2: 4,289 shares; 2025Q3: 4,400 shares; 2025Q4: 4,456 shares 4,456 $343K 0.07% +56 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,399 shares; 2024Q4: 7,399 shares; 2025Q1: 7,399 shares; 2025Q2: 7,399 shares; 2025Q3: 6,869 shares; 2025Q4: 6,869 shares 6,869 $342K 0.07% 0 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: 12,958 shares; 2024Q4: 12,245 shares; 2025Q1: 13,084 shares; 2025Q2: 13,943 shares; 2025Q3: 13,971 shares; 2025Q4: 13,589 shares 13,589 $338K 0.07% -382 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,014 shares; 2025Q1: 1,020 shares; 2025Q2: 1,069 shares; 2025Q3: 1,037 shares; 2025Q4: 1,036 shares 1,036 $330K 0.07% -1 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: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares 1,825 $324K 0.07% 0 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: 1,656 shares; 2024Q4: 1,661 shares; 2025Q1: 1,665 shares; 2025Q2: 1,672 shares; 2025Q3: 1,679 shares; 2025Q4: 1,688 shares 1,688 $306K 0.06% +9 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,230 shares; 2024Q4: 22,297 shares; 2025Q1: 17,606 shares; 2025Q2: 8,899 shares; 2025Q3: 11,288 shares; 2025Q4: 10,667 shares 10,667 $299K 0.06% -621 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,318 shares; 2025Q1: 2,318 shares; 2025Q2: 2,318 shares; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares 2,318 $295K 0.06% 0 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: 1,639 shares; 2024Q4: 1,538 shares; 2025Q1: 1,516 shares; 2025Q2: 1,597 shares; 2025Q3: 1,561 shares; 2025Q4: 1,493 shares 1,493 $291K 0.06% -68 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,134 shares; 2025Q4: 7,875 shares 7,875 $291K 0.06% -259 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 953 shares; 2025Q1: 925 shares; 2025Q2: 923 shares; 2025Q3: 902 shares; 2025Q4: 920 shares 920 $287K 0.06% +18 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,353 shares; 2025Q2: 1,369 shares; 2025Q3: 1,374 shares; 2025Q4: 1,375 shares 1,375 $286K 0.06% +1 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,802 shares; 2024Q4: 15,050 shares; 2025Q1: 15,188 shares; 2025Q2: 30,412 shares; 2025Q3: 29,098 shares; 2025Q4: 18,140 shares 18,140 $284K 0.06% -10,958 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,045 shares; 2025Q4: 1,094 shares 1,094 $281K 0.06% +49 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: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,371 shares 1,371 $274K 0.06% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,386 shares; 2025Q1: 1,417 shares; 2025Q2: 1,649 shares; 2025Q3: 1,649 shares; 2025Q4: 1,661 shares 1,661 $269K 0.05% +12 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 3,017 shares; 2025Q1: 3,044 shares; 2025Q2: 3,152 shares; 2025Q3: 3,135 shares; 2025Q4: 3,145 shares 3,145 $269K 0.05% +10 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: 2,564 shares; 2024Q4: 2,578 shares; 2025Q1: 1,494 shares; 2025Q2: 1,622 shares; 2025Q3: 1,626 shares; 2025Q4: 1,280 shares 1,280 $268K 0.05% -346 Timeline CSX CSX CORP More: the full row for CSX 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: 6,997 shares; 2025Q2: 7,069 shares; 2025Q3: 7,201 shares; 2025Q4: 7,245 shares 7,245 $263K 0.05% +44 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,185 shares; 2025Q3: 8,111 shares; 2025Q4: 3,464 shares 3,464 $261K 0.05% -4,647 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: 1,615 shares; 2024Q4: 1,757 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,711 shares; 2025Q4: 1,796 shares 1,796 $258K 0.05% +85 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: 666 shares; 2024Q4: 676 shares; 2025Q1: 680 shares; 2025Q2: 733 shares; 2025Q3: 734 shares; 2025Q4: 731 shares 731 $257K 0.05% -3 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: not reported; 2025Q1: 1,427 shares; 2025Q2: 1,526 shares; 2025Q3: 1,642 shares; 2025Q4: 1,590 shares 1,590 $255K 0.05% -52 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: 1,205 shares; 2024Q4: 1,109 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 805 shares; 2025Q4: 805 shares 805 $253K 0.05% 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: 6,271 shares; 2024Q4: 6,287 shares; 2025Q1: 3,935 shares; 2025Q2: 3,556 shares; 2025Q3: 3,452 shares; 2025Q4: 3,036 shares 3,036 $251K 0.05% -416 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: 1,313 shares; 2025Q2: 1,310 shares; 2025Q3: 1,250 shares; 2025Q4: 1,262 shares 1,262 $251K 0.05% +12 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,289 shares; 2025Q1: 2,285 shares; 2025Q2: 2,267 shares; 2025Q3: 2,244 shares; 2025Q4: 2,231 shares 2,231 $250K 0.05% -13 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,579 shares; 2024Q4: 2,595 shares; 2025Q1: 2,603 shares; 2025Q2: 2,610 shares; 2025Q3: 2,618 shares; 2025Q4: 2,227 shares 2,227 $249K 0.05% -391 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: 636 shares; 2025Q3: 624 shares; 2025Q4: 640 shares 640 $237K 0.05% +16 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,419 shares; 2025Q4: 1,449 shares 1,449 $236K 0.05% +30 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: 6,415 shares; 2024Q4: 5,430 shares; 2025Q1: 5,434 shares; 2025Q2: 5,436 shares; 2025Q3: 5,021 shares; 2025Q4: 4,987 shares 4,987 $233K 0.05% -34 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,955 shares; 2025Q1: 2,350 shares; 2025Q2: 2,134 shares; 2025Q3: 2,134 shares; 2025Q4: 2,105 shares 2,105 $216K 0.04% -29 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 762 shares; 2025Q1: 841 shares; 2025Q2: 884 shares; 2025Q3: 848 shares; 2025Q4: 782 shares 782 $215K 0.04% -66 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,656 shares; 2025Q1: not reported; 2025Q2: 1,569 shares; 2025Q3: not reported; 2025Q4: 1,168 shares 1,168 $207K 0.04% new 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: 4,274 shares; 2024Q4: 4,289 shares; 2025Q1: not reported; 2025Q2: 3,433 shares; 2025Q3: 3,436 shares; 2025Q4: 3,133 shares 3,133 $207K 0.04% -303 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: 4,202 shares; 2025Q3: 4,202 shares; 2025Q4: 4,202 shares 4,202 $203K 0.04% 0 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: not reported; 2024Q4: 695 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 757 shares 757 $201K 0.04% new 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: 1,724 shares; 2024Q4: 1,724 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,194 shares 1,194 $201K 0.04% new Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,010 shares; 2024Q4: 15,167 shares; 2025Q1: 15,505 shares; 2025Q2: 15,267 shares; 2025Q3: 15,327 shares; 2025Q4: 15,435 shares 15,435 $163K 0.03% +108 Timeline CATO CATO CORP NEW More: the full row for CATO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,508 shares; 2024Q4: 32,508 shares; 2025Q1: 32,508 shares; 2025Q2: 32,508 shares; 2025Q3: 32,508 shares; 2025Q4: 32,508 shares 32,508 $100K 0.02% 0 Timeline DHC DIVERSIFIED HEALTHCARE TR More: the full row for DIVERSIFIED HEALTHCARE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,919 shares; 2024Q4: 11,401 shares; 2025Q1: 11,401 shares; 2025Q2: 11,401 shares; 2025Q3: 11,554 shares; 2025Q4: 11,770 shares 11,770 $57.1K 0.01% +216 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 10,694 shares; 2025Q3: 10,855 shares; 2025Q4: 11,087 shares 11,087 $45.8K 0.01% +232 Timeline NMG NOUVEAU MONDE GRAPHITE INC More: the full row for NOUVEAU MONDE GRAPHITE 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: 13,293 shares; 2025Q2: 13,293 shares; 2025Q3: 13,293 shares; 2025Q4: 13,293 shares 13,293 $33K 0.01% 0 Timeline