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: 124,481 shares; 2024Q4: 123,053 shares; 2025Q1: 118,064 shares; 2025Q2: 119,012 shares; 2025Q3: 117,610 shares; 2025Q4: 115,234 shares 115,234 $78.9M 7.11% -2,376 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,412,798 shares; 2024Q4: 2,515,655 shares; 2025Q1: 2,557,934 shares; 2025Q2: 2,704,813 shares; 2025Q3: 2,786,158 shares; 2025Q4: 2,991,112 shares 2,991,112 $71.7M 6.46% +204,954 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: 463,817 shares; 2024Q4: 475,922 shares; 2025Q1: 470,205 shares; 2025Q2: 487,616 shares; 2025Q3: 486,027 shares; 2025Q4: 496,572 shares 496,572 $59.7M 5.38% +10,545 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: 887,549 shares; 2024Q4: 963,346 shares; 2025Q1: 978,300 shares; 2025Q2: 956,360 shares; 2025Q3: 938,790 shares; 2025Q4: 925,625 shares 925,625 $57.8M 5.21% -13,165 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: 236,637 shares; 2024Q4: 245,954 shares; 2025Q1: 237,757 shares; 2025Q2: 249,760 shares; 2025Q3: 244,062 shares; 2025Q4: 245,249 shares 245,249 $53.9M 4.86% +1,187 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: 264,781 shares; 2025Q1: 264,323 shares; 2025Q2: 263,334 shares; 2025Q3: 263,440 shares; 2025Q4: 263,272 shares 263,272 $45.1M 4.06% -168 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,344 shares; 2024Q4: 625,549 shares; 2025Q1: 628,761 shares; 2025Q2: 628,942 shares; 2025Q3: 622,211 shares; 2025Q4: 644,516 shares 644,516 $45M 4.05% +22,305 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: 182,203 shares; 2024Q4: 175,403 shares; 2025Q1: 200,740 shares; 2025Q2: 187,688 shares; 2025Q3: 176,497 shares; 2025Q4: 164,127 shares 164,127 $44.6M 4.02% -12,370 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: 681,820 shares; 2024Q4: 741,236 shares; 2025Q1: 753,500 shares; 2025Q2: 737,195 shares; 2025Q3: 734,705 shares; 2025Q4: 733,561 shares 733,561 $36.6M 3.3% -1,144 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701,948 shares; 2024Q4: 689,328 shares; 2025Q1: 712,921 shares; 2025Q2: 731,241 shares; 2025Q3: 714,006 shares; 2025Q4: 710,843 shares 710,843 $33.1M 2.98% -3,163 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: 156,254 shares; 2024Q4: 150,978 shares; 2025Q1: 144,887 shares; 2025Q2: 153,092 shares; 2025Q3: 152,294 shares; 2025Q4: 149,683 shares 149,683 $28.6M 2.58% -2,611 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: 131,812 shares; 2024Q4: 129,566 shares; 2025Q1: 127,552 shares; 2025Q2: 134,344 shares; 2025Q3: 133,972 shares; 2025Q4: 132,936 shares 132,936 $28.2M 2.54% -1,036 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: 159,103 shares; 2024Q4: 160,527 shares; 2025Q1: 161,196 shares; 2025Q2: 162,081 shares; 2025Q3: 162,702 shares; 2025Q4: 166,316 shares 166,316 $23.5M 2.11% +3,614 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,438 shares; 2024Q4: 215,887 shares; 2025Q1: 206,533 shares; 2025Q2: 197,434 shares; 2025Q3: 199,692 shares; 2025Q4: 223,102 shares 223,102 $22.8M 2.05% +23,410 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,397 shares; 2024Q4: 582,025 shares; 2025Q1: 587,281 shares; 2025Q2: 575,555 shares; 2025Q3: 606,251 shares; 2025Q4: 661,399 shares 661,399 $22.6M 2.04% +55,148 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: 70,141 shares; 2024Q4: 67,973 shares; 2025Q1: 67,141 shares; 2025Q2: 70,244 shares; 2025Q3: 69,516 shares; 2025Q4: 66,765 shares 66,765 $21M 1.89% -2,751 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: 234,304 shares; 2024Q4: 232,815 shares; 2025Q1: 228,658 shares; 2025Q2: 239,042 shares; 2025Q3: 233,683 shares; 2025Q4: 231,844 shares 231,844 $20.7M 1.87% -1,839 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,275 shares; 2024Q4: 193,166 shares; 2025Q1: 200,025 shares; 2025Q2: 196,628 shares; 2025Q3: 195,394 shares; 2025Q4: 199,570 shares 199,570 $18.8M 1.69% +4,176 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: 26,337 shares; 2024Q4: 27,030 shares; 2025Q1: 27,434 shares; 2025Q2: 27,330 shares; 2025Q3: 27,219 shares; 2025Q4: 26,863 shares 26,863 $18.3M 1.65% -356 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: 59,646 shares; 2024Q4: 58,896 shares; 2025Q1: 58,508 shares; 2025Q2: 63,169 shares; 2025Q3: 62,642 shares; 2025Q4: 62,056 shares 62,056 $16M 1.44% -586 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,237 shares; 2024Q4: 186,106 shares; 2025Q1: 184,592 shares; 2025Q2: 188,476 shares; 2025Q3: 180,963 shares; 2025Q4: 179,965 shares 179,965 $14M 1.26% -998 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,147 shares; 2024Q4: 220,259 shares; 2025Q1: 222,167 shares; 2025Q2: 247,293 shares; 2025Q3: 257,218 shares; 2025Q4: 279,907 shares 279,907 $12.9M 1.16% +22,689 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,952 shares; 2024Q4: 100,819 shares; 2025Q1: 101,113 shares; 2025Q2: 112,540 shares; 2025Q3: 110,762 shares; 2025Q4: 110,336 shares 110,336 $12.5M 1.13% -426 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: 26,446 shares; 2024Q4: 26,616 shares; 2025Q1: 29,118 shares; 2025Q2: 26,222 shares; 2025Q3: 25,309 shares; 2025Q4: 24,500 shares 24,500 $12.3M 1.11% -809 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,655 shares; 2024Q4: 104,463 shares; 2025Q1: 106,225 shares; 2025Q2: 116,914 shares; 2025Q3: 117,454 shares; 2025Q4: 129,286 shares 129,286 $12.3M 1.11% +11,832 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,519 shares; 2024Q4: 135,104 shares; 2025Q1: 141,417 shares; 2025Q2: 200,646 shares; 2025Q3: 192,087 shares; 2025Q4: 269,411 shares 269,411 $11.7M 1.05% +77,324 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: 17,443 shares; 2024Q4: 16,082 shares; 2025Q1: 16,479 shares; 2025Q2: 15,779 shares; 2025Q3: 15,401 shares; 2025Q4: 15,280 shares 15,280 $10.1M 0.91% -121 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: 16,016 shares; 2024Q4: 16,860 shares; 2025Q1: 21,486 shares; 2025Q2: 21,408 shares; 2025Q3: 21,187 shares; 2025Q4: 20,578 shares 20,578 $9.95M 0.9% -609 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: 45,888 shares; 2024Q4: 45,994 shares; 2025Q1: 46,469 shares; 2025Q2: 59,457 shares; 2025Q3: 58,910 shares; 2025Q4: 65,846 shares 65,846 $9.81M 0.88% +6,936 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: 167,225 shares; 2024Q4: 333,368 shares; 2025Q1: 344,805 shares; 2025Q2: 339,362 shares; 2025Q3: 338,326 shares; 2025Q4: 335,089 shares 335,089 $8.06M 0.73% -3,237 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,028 shares; 2024Q4: 189,291 shares; 2025Q1: 201,915 shares; 2025Q2: 221,720 shares; 2025Q3: 234,234 shares; 2025Q4: 258,803 shares 258,803 $6.84M 0.62% +24,569 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: 25,405 shares; 2024Q4: 23,517 shares; 2025Q1: 23,917 shares; 2025Q2: 22,068 shares; 2025Q3: 21,625 shares; 2025Q4: 19,429 shares 19,429 $6.72M 0.61% -2,196 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,454 shares; 2024Q4: 86,045 shares; 2025Q1: 94,097 shares; 2025Q2: 111,411 shares; 2025Q3: 124,380 shares; 2025Q4: 155,234 shares 155,234 $6.65M 0.6% +30,854 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,355 shares; 2024Q4: 107,723 shares; 2025Q1: 120,911 shares; 2025Q2: 141,811 shares; 2025Q3: 146,481 shares; 2025Q4: 157,775 shares 157,775 $6.54M 0.59% +11,294 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: 18,709 shares; 2024Q4: 18,890 shares; 2025Q1: 18,748 shares; 2025Q2: 18,741 shares; 2025Q3: 18,824 shares; 2025Q4: 18,671 shares 18,671 $6.26M 0.56% -153 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,739 shares; 2024Q4: 124,051 shares; 2025Q1: 134,620 shares; 2025Q2: 140,800 shares; 2025Q3: 150,273 shares; 2025Q4: 153,848 shares 153,848 $6.09M 0.55% +3,575 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,250 shares; 2024Q4: 84,596 shares; 2025Q1: 82,878 shares; 2025Q2: 83,124 shares; 2025Q3: 80,387 shares; 2025Q4: 79,407 shares 79,407 $5.67M 0.51% -980 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: 15,734 shares; 2024Q4: 15,572 shares; 2025Q1: 16,229 shares; 2025Q2: 16,258 shares; 2025Q3: 17,373 shares; 2025Q4: 18,048 shares 18,048 $5.66M 0.51% +675 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: 31,750 shares; 2024Q4: 30,075 shares; 2025Q1: 30,936 shares; 2025Q2: 31,466 shares; 2025Q3: 30,626 shares; 2025Q4: 30,323 shares 30,323 $5.66M 0.51% -303 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: 32,823 shares; 2024Q4: 40,272 shares; 2025Q1: 50,662 shares; 2025Q2: 61,412 shares; 2025Q3: 75,372 shares; 2025Q4: 103,438 shares 103,438 $4.95M 0.45% +28,066 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: 40,780 shares; 2024Q4: 43,296 shares; 2025Q1: 50,929 shares; 2025Q2: 89,495 shares; 2025Q3: 92,927 shares; 2025Q4: 97,377 shares 97,377 $4.93M 0.44% +4,450 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,564 shares; 2024Q4: 117,607 shares; 2025Q1: 122,817 shares; 2025Q2: 127,010 shares; 2025Q3: 131,829 shares; 2025Q4: 137,004 shares 137,004 $4.48M 0.4% +5,175 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: 31,744 shares; 2024Q4: 31,292 shares; 2025Q1: 29,025 shares; 2025Q2: 28,486 shares; 2025Q3: 26,905 shares; 2025Q4: 24,319 shares 24,319 $4.32M 0.39% -2,586 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: 10,408 shares; 2024Q4: 10,467 shares; 2025Q1: 13,675 shares; 2025Q2: 13,471 shares; 2025Q3: 13,334 shares; 2025Q4: 13,108 shares 13,108 $4.22M 0.38% -226 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: 45,639 shares; 2024Q4: 46,131 shares; 2025Q1: 50,801 shares; 2025Q2: 54,578 shares; 2025Q3: 53,416 shares; 2025Q4: 53,467 shares 53,467 $4.21M 0.38% +51 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 39,457 shares; 2025Q3: 50,754 shares; 2025Q4: 60,238 shares 60,238 $4.2M 0.38% +9,484 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: 46,918 shares; 2024Q4: 51,322 shares; 2025Q1: 53,570 shares; 2025Q2: 51,222 shares; 2025Q3: 52,984 shares; 2025Q4: 56,095 shares 56,095 $4.15M 0.37% +3,111 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,670 shares; 2024Q4: 133,224 shares; 2025Q1: 186,091 shares; 2025Q2: 143,570 shares; 2025Q3: 143,570 shares; 2025Q4: 143,320 shares 143,320 $4.08M 0.37% -250 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: 19,787 shares; 2024Q4: 18,612 shares; 2025Q1: 19,964 shares; 2025Q2: 17,567 shares; 2025Q3: 17,554 shares; 2025Q4: 17,449 shares 17,449 $4.03M 0.36% -105 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: 26,993 shares; 2024Q4: 27,470 shares; 2025Q1: 28,424 shares; 2025Q2: 29,234 shares; 2025Q3: 30,484 shares; 2025Q4: 33,751 shares 33,751 $3.6M 0.32% +3,267 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: 3,511 shares; 2024Q4: 4,139 shares; 2025Q1: 5,888 shares; 2025Q2: 6,009 shares; 2025Q3: 5,986 shares; 2025Q4: 5,881 shares 5,881 $3.37M 0.3% -105 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: 3,545 shares; 2024Q4: 4,161 shares; 2025Q1: 4,846 shares; 2025Q2: 5,492 shares; 2025Q3: 5,318 shares; 2025Q4: 5,359 shares 5,359 $3.36M 0.3% +41 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: 13,017 shares; 2024Q4: 12,833 shares; 2025Q1: 13,021 shares; 2025Q2: 12,616 shares; 2025Q3: 11,521 shares; 2025Q4: 10,347 shares 10,347 $3.24M 0.29% -1,174 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,308 shares; 2024Q4: 63,509 shares; 2025Q1: 60,847 shares; 2025Q2: 60,257 shares; 2025Q3: 60,188 shares; 2025Q4: 58,986 shares 58,986 $3.19M 0.29% -1,202 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,741 shares; 2024Q4: 55,455 shares; 2025Q1: 55,104 shares; 2025Q2: 56,308 shares; 2025Q3: 54,452 shares; 2025Q4: 51,452 shares 51,452 $3.11M 0.28% -3,000 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: 1,116 shares; 2024Q4: 1,643 shares; 2025Q1: 2,868 shares; 2025Q2: 2,746 shares; 2025Q3: 2,781 shares; 2025Q4: 2,801 shares 2,801 $3.01M 0.27% +20 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,625 shares; 2024Q4: 36,625 shares; 2025Q1: 35,300 shares; 2025Q2: 34,933 shares; 2025Q3: 34,733 shares; 2025Q4: 34,633 shares 34,633 $2.81M 0.25% -100 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: 15,239 shares; 2024Q4: 15,055 shares; 2025Q1: 15,055 shares; 2025Q2: 15,055 shares; 2025Q3: 15,055 shares; 2025Q4: 14,890 shares 14,890 $2.7M 0.24% -165 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: 6,982 shares; 2024Q4: 6,835 shares; 2025Q1: 5,844 shares; 2025Q2: 6,017 shares; 2025Q3: 5,936 shares; 2025Q4: 5,793 shares 5,793 $2.61M 0.23% -143 Timeline IGF 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: 41,114 shares; 2024Q4: 41,114 shares; 2025Q1: 40,528 shares; 2025Q2: 39,896 shares; 2025Q3: 38,605 shares; 2025Q4: 38,604 shares 38,604 $2.37M 0.21% -1 Timeline SGOV 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: 5,883 shares; 2025Q1: 5,883 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,970 shares 21,970 $2.21M 0.2% new 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: 5,057 shares; 2024Q4: 4,705 shares; 2025Q1: 6,629 shares; 2025Q2: 6,567 shares; 2025Q3: 6,549 shares; 2025Q4: 6,253 shares 6,253 $2.15M 0.19% -296 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: 5,705 shares; 2024Q4: 5,503 shares; 2025Q1: 5,503 shares; 2025Q2: 5,495 shares; 2025Q3: 5,495 shares; 2025Q4: 5,430 shares 5,430 $2.1M 0.19% -65 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: 6,969 shares; 2024Q4: 7,867 shares; 2025Q1: 18,821 shares; 2025Q2: 18,757 shares; 2025Q3: 18,774 shares; 2025Q4: 18,772 shares 18,772 $2.09M 0.19% -2 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: 13,751 shares; 2024Q4: 18,160 shares; 2025Q1: 17,193 shares; 2025Q2: 17,126 shares; 2025Q3: 17,082 shares; 2025Q4: 16,707 shares 16,707 $2.01M 0.18% -375 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: 7,890 shares; 2024Q4: 10,770 shares; 2025Q1: 13,483 shares; 2025Q2: 13,518 shares; 2025Q3: 13,450 shares; 2025Q4: 13,320 shares 13,320 $1.91M 0.17% -130 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: 15,334 shares; 2024Q4: 15,333 shares; 2025Q1: 15,139 shares; 2025Q2: 11,870 shares; 2025Q3: 11,985 shares; 2025Q4: 8,747 shares 8,747 $1.87M 0.17% -3,238 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: 2,729 shares; 2024Q4: 2,729 shares; 2025Q1: 2,724 shares; 2025Q2: 7,459 shares; 2025Q3: 7,511 shares; 2025Q4: 7,511 shares 7,511 $1.85M 0.17% 0 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: not reported; 2024Q4: 6,037 shares; 2025Q1: 6,407 shares; 2025Q2: 6,407 shares; 2025Q3: 6,407 shares; 2025Q4: 12,814 shares 12,814 $1.84M 0.17% +6,407 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: 14,564 shares; 2024Q4: 15,606 shares; 2025Q1: 23,680 shares; 2025Q2: 22,077 shares; 2025Q3: 24,760 shares; 2025Q4: 22,780 shares 22,780 $1.75M 0.16% -1,980 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: 5,694 shares; 2024Q4: 5,609 shares; 2025Q1: 5,782 shares; 2025Q2: 5,987 shares; 2025Q3: 5,787 shares; 2025Q4: 5,248 shares 5,248 $1.73M 0.16% -539 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,057 shares; 2024Q4: 11,651 shares; 2025Q1: 11,688 shares; 2025Q2: 8,818 shares; 2025Q3: 7,622 shares; 2025Q4: 7,492 shares 7,492 $1.64M 0.15% -130 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: 8,599 shares; 2024Q4: 8,279 shares; 2025Q1: 9,665 shares; 2025Q2: 7,721 shares; 2025Q3: 7,571 shares; 2025Q4: 7,844 shares 7,844 $1.62M 0.15% +273 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: 29,845 shares; 2024Q4: 28,976 shares; 2025Q1: 29,168 shares; 2025Q2: 29,502 shares; 2025Q3: 29,676 shares; 2025Q4: 29,378 shares 29,378 $1.62M 0.15% -298 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: 5,286 shares; 2024Q4: 5,781 shares; 2025Q1: 11,886 shares; 2025Q2: 8,614 shares; 2025Q3: 8,485 shares; 2025Q4: 8,461 shares 8,461 $1.55M 0.14% -24 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.14% 0 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: 2,378 shares; 2024Q4: 2,416 shares; 2025Q1: 2,435 shares; 2025Q2: 2,447 shares; 2025Q3: 2,447 shares; 2025Q4: 2,448 shares 2,448 $1.5M 0.14% +1 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: 36,022 shares; 2024Q4: 34,593 shares; 2025Q1: 34,953 shares; 2025Q2: 34,776 shares; 2025Q3: 34,176 shares; 2025Q4: 34,002 shares 34,002 $1.5M 0.14% -174 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: 20,044 shares; 2024Q4: 59,340 shares; 2025Q1: 59,367 shares; 2025Q2: 59,392 shares; 2025Q3: 57,845 shares; 2025Q4: 56,957 shares 56,957 $1.49M 0.13% -888 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: 14,295 shares; 2024Q4: 14,008 shares; 2025Q1: 14,162 shares; 2025Q2: 13,170 shares; 2025Q3: 12,932 shares; 2025Q4: 13,384 shares 13,384 $1.41M 0.13% +452 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: 30,588 shares; 2024Q4: 30,542 shares; 2025Q1: 30,542 shares; 2025Q2: 30,404 shares; 2025Q3: 29,910 shares; 2025Q4: 29,910 shares 29,910 $1.36M 0.12% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 6,902 shares; 2025Q2: 6,907 shares; 2025Q3: 6,906 shares; 2025Q4: 6,939 shares 6,939 $1.29M 0.12% +33 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: 3,777 shares; 2024Q4: 3,741 shares; 2025Q1: 3,761 shares; 2025Q2: 3,749 shares; 2025Q3: 4,279 shares; 2025Q4: 4,249 shares 4,249 $1.26M 0.11% -30 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: 6,103 shares; 2024Q4: 6,053 shares; 2025Q1: 7,674 shares; 2025Q2: 7,634 shares; 2025Q3: 7,625 shares; 2025Q4: 7,639 shares 7,639 $1.23M 0.11% +14 Timeline VIOV 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: 12,070 shares; 2024Q4: 12,070 shares; 2025Q1: 12,070 shares; 2025Q2: 12,070 shares; 2025Q3: 12,070 shares; 2025Q4: 12,070 shares 12,070 $1.18M 0.11% 0 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: 3,121 shares; 2024Q4: 3,121 shares; 2025Q1: 8,731 shares; 2025Q2: 3,121 shares; 2025Q3: 3,121 shares; 2025Q4: 3,121 shares 3,121 $1.17M 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: 4,281 shares; 2024Q4: 4,281 shares; 2025Q1: 4,430 shares; 2025Q2: 3,978 shares; 2025Q3: 3,977 shares; 2025Q4: 3,977 shares 3,977 $1.15M 0.1% 0 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: 922 shares; 2024Q4: 918 shares; 2025Q1: 924 shares; 2025Q2: 931 shares; 2025Q3: 938 shares; 2025Q4: 932 shares 932 $1.13M 0.1% -6 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: 3,245 shares; 2024Q4: 3,245 shares; 2025Q1: 3,245 shares; 2025Q2: 2,278 shares; 2025Q3: 2,296 shares; 2025Q4: 2,300 shares 2,300 $1.12M 0.1% +4 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: 1,341 shares; 2024Q4: 1,291 shares; 2025Q1: 1,488 shares; 2025Q2: 1,388 shares; 2025Q3: 1,376 shares; 2025Q4: 1,280 shares 1,280 $1.1M 0.1% -96 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,093 shares; 2025Q1: 3,157 shares; 2025Q2: 3,143 shares; 2025Q3: 3,090 shares; 2025Q4: 3,099 shares 3,099 $1.09M 0.1% +9 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: 29,012 shares; 2024Q4: 27,265 shares; 2025Q1: 27,469 shares; 2025Q2: 26,075 shares; 2025Q3: 28,775 shares; 2025Q4: 28,871 shares 28,871 $1.07M 0.1% +96 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: 2,606 shares; 2024Q4: 2,468 shares; 2025Q1: 2,329 shares; 2025Q2: 2,291 shares; 2025Q3: 2,246 shares; 2025Q4: 2,246 shares 2,246 $1.06M 0.1% 0 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: 2,888 shares; 2024Q4: 2,790 shares; 2025Q1: 2,983 shares; 2025Q2: 2,955 shares; 2025Q3: 2,935 shares; 2025Q4: 3,012 shares 3,012 $1.06M 0.1% +77 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,404 shares; 2024Q4: 10,198 shares; 2025Q1: 15,103 shares; 2025Q2: 14,303 shares; 2025Q3: 14,303 shares; 2025Q4: 14,186 shares 14,186 $1.04M 0.09% -117 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: 4,624 shares; 2024Q4: 4,593 shares; 2025Q1: 4,611 shares; 2025Q2: 4,694 shares; 2025Q3: 4,686 shares; 2025Q4: 4,556 shares 4,556 $1.04M 0.09% -130 Timeline JMSI 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: 13,548 shares; 2024Q4: 18,548 shares; 2025Q1: 18,548 shares; 2025Q2: 20,018 shares; 2025Q3: 20,526 shares; 2025Q4: 20,526 shares 20,526 $1.03M 0.09% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,748 shares; 2024Q4: 4,748 shares; 2025Q1: 9,736 shares; 2025Q2: 9,692 shares; 2025Q3: 9,687 shares; 2025Q4: 9,701 shares 9,701 $1.02M 0.09% +14 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,090 shares; 2025Q2: 28,090 shares; 2025Q3: 28,090 shares; 2025Q4: 28,090 shares 28,090 $1.02M 0.09% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 314 shares; 2025Q1: 1,028 shares; 2025Q2: 1,003 shares; 2025Q3: 1,005 shares; 2025Q4: 943 shares 943 $1.01M 0.09% -62 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,011 shares; 2024Q4: 31,120 shares; 2025Q1: 29,927 shares; 2025Q2: 29,927 shares; 2025Q3: 29,927 shares; 2025Q4: 29,927 shares 29,927 $976K 0.09% 0 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: 7,694 shares; 2024Q4: 7,694 shares; 2025Q1: 7,694 shares; 2025Q2: 7,142 shares; 2025Q3: 6,816 shares; 2025Q4: 6,802 shares 6,802 $962K 0.09% -14 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: 18,346 shares; 2024Q4: 18,346 shares; 2025Q1: 14,827 shares; 2025Q2: 12,621 shares; 2025Q3: 12,621 shares; 2025Q4: 12,626 shares 12,626 $953K 0.09% +5 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,772 shares; 2024Q4: 10,982 shares; 2025Q1: 10,982 shares; 2025Q2: 10,442 shares; 2025Q3: 10,475 shares; 2025Q4: 18,063 shares 18,063 $952K 0.09% +7,588 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,275 shares; 2024Q4: 13,275 shares; 2025Q1: 13,275 shares; 2025Q2: 13,275 shares; 2025Q3: 12,272 shares; 2025Q4: 12,272 shares 12,272 $930K 0.08% 0 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: 1,152 shares; 2024Q4: 1,360 shares; 2025Q1: 3,000 shares; 2025Q2: 2,998 shares; 2025Q3: 2,990 shares; 2025Q4: 2,996 shares 2,996 $916K 0.08% +6 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,677 shares; 2024Q4: 17,219 shares; 2025Q1: 15,330 shares; 2025Q2: 14,451 shares; 2025Q3: 14,187 shares; 2025Q4: 14,029 shares 14,029 $896K 0.08% -158 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: 3,393 shares; 2024Q4: 3,348 shares; 2025Q1: 3,433 shares; 2025Q2: 3,432 shares; 2025Q3: 3,431 shares; 2025Q4: 3,470 shares 3,470 $892K 0.08% +39 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,401 shares; 2024Q4: 8,408 shares; 2025Q1: 8,415 shares; 2025Q2: 8,401 shares; 2025Q3: 8,402 shares; 2025Q4: 8,402 shares 8,402 $882K 0.08% 0 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: 2,839 shares; 2024Q4: 3,530 shares; 2025Q1: 5,499 shares; 2025Q2: 5,436 shares; 2025Q3: 5,586 shares; 2025Q4: 5,669 shares 5,669 $864K 0.08% +83 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,757 shares; 2025Q1: 5,764 shares; 2025Q2: 5,757 shares; 2025Q3: 5,100 shares; 2025Q4: 5,096 shares 5,096 $848K 0.08% -4 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: 3,184 shares; 2024Q4: 3,183 shares; 2025Q1: 3,209 shares; 2025Q2: 3,281 shares; 2025Q3: 3,340 shares; 2025Q4: 3,261 shares 3,261 $839K 0.08% -79 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,364 shares; 2025Q2: 30,313 shares; 2025Q3: 30,539 shares; 2025Q4: 30,263 shares 30,263 $832K 0.07% -276 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: 2,275 shares; 2024Q4: 2,516 shares; 2025Q1: 5,241 shares; 2025Q2: 4,822 shares; 2025Q3: 4,800 shares; 2025Q4: 4,746 shares 4,746 $823K 0.07% -54 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,110 shares; 2024Q4: 12,110 shares; 2025Q1: 12,441 shares; 2025Q2: 12,261 shares; 2025Q3: 12,149 shares; 2025Q4: 12,268 shares 12,268 $814K 0.07% +119 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: 2,204 shares; 2024Q4: 2,135 shares; 2025Q1: 2,096 shares; 2025Q2: 2,118 shares; 2025Q3: 2,114 shares; 2025Q4: 2,099 shares 2,099 $777K 0.07% -15 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: 8,341 shares; 2024Q4: 8,127 shares; 2025Q1: 8,186 shares; 2025Q2: 7,825 shares; 2025Q3: 8,006 shares; 2025Q4: 8,255 shares 8,255 $769K 0.07% +249 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 6,160 shares; 2025Q1: 6,201 shares; 2025Q2: 6,144 shares; 2025Q3: 6,115 shares; 2025Q4: 6,119 shares 6,119 $751K 0.07% +4 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: 5,148 shares; 2024Q4: 6,018 shares; 2025Q1: 6,041 shares; 2025Q2: 6,185 shares; 2025Q3: 6,020 shares; 2025Q4: 5,987 shares 5,987 $750K 0.07% -33 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: 3,806 shares; 2024Q4: 3,552 shares; 2025Q1: 3,512 shares; 2025Q2: 3,482 shares; 2025Q3: 3,123 shares; 2025Q4: 2,454 shares 2,454 $746K 0.07% -669 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: 1,517 shares; 2024Q4: 1,390 shares; 2025Q1: 1,422 shares; 2025Q2: 1,380 shares; 2025Q3: 1,378 shares; 2025Q4: 1,299 shares 1,299 $742K 0.07% -79 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,944 shares; 2024Q4: 9,063 shares; 2025Q1: 12,250 shares; 2025Q2: 13,830 shares; 2025Q3: 18,107 shares; 2025Q4: 18,810 shares 18,810 $717K 0.06% +703 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,649 shares; 2024Q4: 10,575 shares; 2025Q1: 13,548 shares; 2025Q2: 14,057 shares; 2025Q3: 13,358 shares; 2025Q4: 13,005 shares 13,005 $699K 0.06% -353 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: 2,468 shares; 2024Q4: 2,478 shares; 2025Q1: 2,439 shares; 2025Q2: 2,314 shares; 2025Q3: 2,358 shares; 2025Q4: 2,418 shares 2,418 $690K 0.06% +60 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: 2,742 shares; 2024Q4: 2,742 shares; 2025Q1: 3,530 shares; 2025Q2: 3,621 shares; 2025Q3: 3,621 shares; 2025Q4: 3,291 shares 3,291 $688K 0.06% -330 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: 1,506 shares; 2024Q4: 1,528 shares; 2025Q1: 1,505 shares; 2025Q2: 2,591 shares; 2025Q3: 2,465 shares; 2025Q4: 2,504 shares 2,504 $672K 0.06% +39 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: not reported; 2024Q4: not reported; 2025Q1: 9,225 shares; 2025Q2: 9,823 shares; 2025Q3: 9,823 shares; 2025Q4: 9,729 shares 9,729 $654K 0.06% -94 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: 1,346 shares; 2024Q4: 1,240 shares; 2025Q1: 1,399 shares; 2025Q2: 1,210 shares; 2025Q3: 1,202 shares; 2025Q4: 1,127 shares 1,127 $653K 0.06% -75 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 3,668 shares; 2025Q1: 3,682 shares; 2025Q2: 3,419 shares; 2025Q3: 3,726 shares; 2025Q4: 3,348 shares 3,348 $652K 0.06% -378 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 4,388 shares; 2025Q1: 4,701 shares; 2025Q2: 3,422 shares; 2025Q3: 3,422 shares; 2025Q4: 3,162 shares 3,162 $606K 0.05% -260 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,831 shares; 2024Q4: 10,686 shares; 2025Q1: 10,492 shares; 2025Q2: 10,499 shares; 2025Q3: 10,520 shares; 2025Q4: 10,457 shares 10,457 $603K 0.05% -63 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: 1,270 shares; 2024Q4: 1,179 shares; 2025Q1: 1,208 shares; 2025Q2: 1,200 shares; 2025Q3: 1,071 shares; 2025Q4: 905 shares 905 $600K 0.05% -166 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: not reported; 2025Q3: not reported; 2025Q4: 6,326 shares 6,326 $578K 0.05% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,002 shares; 2024Q4: 6,002 shares; 2025Q1: 5,704 shares; 2025Q2: 5,680 shares; 2025Q3: 5,625 shares; 2025Q4: 5,696 shares 5,696 $566K 0.05% +71 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 9,692 shares; 2025Q1: 9,921 shares; 2025Q2: 10,166 shares; 2025Q3: 10,166 shares; 2025Q4: 9,916 shares 9,916 $543K 0.05% -250 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,376 shares; 2025Q1: 1,378 shares; 2025Q2: 1,573 shares; 2025Q3: 1,581 shares; 2025Q4: 1,578 shares 1,578 $533K 0.05% -3 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: 2,247 shares; 2024Q4: 2,172 shares; 2025Q1: 1,801 shares; 2025Q2: 1,795 shares; 2025Q3: 1,741 shares; 2025Q4: 1,730 shares 1,730 $533K 0.05% -11 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: 569 shares; 2024Q4: 484 shares; 2025Q1: 592 shares; 2025Q2: 571 shares; 2025Q3: 567 shares; 2025Q4: 5,672 shares 5,672 $532K 0.05% +5,105 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,573 shares; 2024Q4: 24,507 shares; 2025Q1: 24,560 shares; 2025Q2: 24,259 shares; 2025Q3: 23,566 shares; 2025Q4: 20,894 shares 20,894 $532K 0.05% -2,672 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 7,342 shares; 2025Q1: 7,091 shares; 2025Q2: 6,225 shares; 2025Q3: 6,052 shares; 2025Q4: 5,485 shares 5,485 $509K 0.05% -567 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: 12,080 shares; 2024Q4: 11,925 shares; 2025Q1: 12,521 shares; 2025Q2: 12,282 shares; 2025Q3: 12,556 shares; 2025Q4: 12,260 shares 12,260 $499K 0.04% -296 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: 1,696 shares; 2024Q4: 1,609 shares; 2025Q1: 1,618 shares; 2025Q2: 1,528 shares; 2025Q3: 1,518 shares; 2025Q4: 1,507 shares 1,507 $493K 0.04% -11 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,581 shares; 2025Q1: 3,615 shares; 2025Q2: 3,666 shares; 2025Q3: 3,883 shares; 2025Q4: 3,695 shares 3,695 $482K 0.04% -188 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,377 shares; 2024Q4: 15,671 shares; 2025Q1: 15,669 shares; 2025Q2: 15,668 shares; 2025Q3: 15,668 shares; 2025Q4: 13,286 shares 13,286 $481K 0.04% -2,382 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,899 shares; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 4,028 shares 4,028 $481K 0.04% +2,014 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: 4,935 shares; 2024Q4: 4,847 shares; 2025Q1: 4,850 shares; 2025Q2: 4,902 shares; 2025Q3: 4,811 shares; 2025Q4: 4,811 shares 4,811 $462K 0.04% 0 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: 1,328 shares; 2024Q4: 1,306 shares; 2025Q1: 1,385 shares; 2025Q2: 1,381 shares; 2025Q3: 1,406 shares; 2025Q4: 1,368 shares 1,368 $436K 0.04% -38 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 5,678 shares; 2025Q2: 5,678 shares; 2025Q3: 5,678 shares; 2025Q4: 5,679 shares 5,679 $434K 0.04% +1 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: 4,619 shares; 2024Q4: 4,606 shares; 2025Q1: 3,693 shares; 2025Q2: 3,705 shares; 2025Q3: 2,682 shares; 2025Q4: 2,667 shares 2,667 $429K 0.04% -15 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: 6,639 shares; 2024Q4: 6,312 shares; 2025Q1: 6,043 shares; 2025Q2: 6,031 shares; 2025Q3: 6,091 shares; 2025Q4: 6,074 shares 6,074 $425K 0.04% -17 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 764 shares; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 666 shares 666 $402K 0.04% -97 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2,885 shares; 2025Q1: 2,888 shares; 2025Q2: 2,889 shares; 2025Q3: 2,896 shares; 2025Q4: 2,908 shares 2,908 $395K 0.04% +12 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,705 shares; 2025Q1: 1,730 shares; 2025Q2: 1,708 shares; 2025Q3: 1,646 shares; 2025Q4: 1,475 shares 1,475 $385K 0.03% -171 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 2,179 shares; 2025Q1: 2,189 shares; 2025Q2: 2,190 shares; 2025Q3: 2,222 shares; 2025Q4: 2,201 shares 2,201 $382K 0.03% -21 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: 1,686 shares; 2025Q1: 1,686 shares; 2025Q2: 1,686 shares; 2025Q3: 1,637 shares; 2025Q4: 1,532 shares 1,532 $381K 0.03% -105 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: not reported; 2024Q4: not reported; 2025Q1: 3,128 shares; 2025Q2: 2,734 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares 2,734 $381K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,659 shares; 2025Q1: 1,563 shares; 2025Q2: 1,568 shares; 2025Q3: 1,562 shares; 2025Q4: 1,538 shares 1,538 $380K 0.03% -24 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: 4,633 shares; 2024Q4: 4,854 shares; 2025Q1: 10,759 shares; 2025Q2: 4,619 shares; 2025Q3: 4,668 shares; 2025Q4: 4,672 shares 4,672 $375K 0.03% +4 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 917 shares; 2025Q1: 998 shares; 2025Q2: 1,096 shares; 2025Q3: 1,097 shares; 2025Q4: 1,051 shares 1,051 $368K 0.03% -46 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,655 shares; 2025Q2: 9,098 shares; 2025Q3: 9,100 shares; 2025Q4: 13,398 shares 13,398 $368K 0.03% +4,298 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,210 shares; 2025Q1: 1,258 shares; 2025Q2: 1,242 shares; 2025Q3: 1,253 shares; 2025Q4: 1,266 shares 1,266 $367K 0.03% +13 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,678 shares; 2025Q1: 1,684 shares; 2025Q2: 1,659 shares; 2025Q3: 1,661 shares; 2025Q4: 1,666 shares 1,666 $366K 0.03% +5 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 4,929 shares; 2025Q3: 4,785 shares; 2025Q4: 4,206 shares 4,206 $363K 0.03% -579 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: 4,645 shares; 2024Q4: 4,600 shares; 2025Q1: 4,513 shares; 2025Q2: 4,459 shares; 2025Q3: 4,457 shares; 2025Q4: 4,165 shares 4,165 $362K 0.03% -292 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 3,786 shares; 2025Q1: 3,806 shares; 2025Q2: 3,387 shares; 2025Q3: 3,433 shares; 2025Q4: 3,433 shares 3,433 $362K 0.03% 0 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: 5,978 shares; 2024Q4: 5,978 shares; 2025Q1: 5,978 shares; 2025Q2: 3,911 shares; 2025Q3: 3,911 shares; 2025Q4: 3,911 shares 3,911 $361K 0.03% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,367 shares; 2025Q1: 1,370 shares; 2025Q2: 1,149 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares 1,152 $360K 0.03% 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: 1,224 shares; 2024Q4: 873 shares; 2025Q1: 1,212 shares; 2025Q2: 1,242 shares; 2025Q3: 1,189 shares; 2025Q4: 1,329 shares 1,329 $352K 0.03% +140 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: 2,528 shares; 2024Q4: 2,529 shares; 2025Q1: 2,530 shares; 2025Q2: 2,436 shares; 2025Q3: 2,436 shares; 2025Q4: 2,437 shares 2,437 $350K 0.03% +1 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: 2,260 shares; 2024Q4: 2,209 shares; 2025Q1: 1,954 shares; 2025Q2: 2,030 shares; 2025Q3: 1,992 shares; 2025Q4: 2,044 shares 2,044 $350K 0.03% +52 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: 693 shares; 2024Q4: 679 shares; 2025Q1: 702 shares; 2025Q2: 681 shares; 2025Q3: 685 shares; 2025Q4: 667 shares 667 $349K 0.03% -18 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: 4,222 shares; 2024Q4: 3,805 shares; 2025Q1: 3,394 shares; 2025Q2: 3,674 shares; 2025Q3: 3,663 shares; 2025Q4: 2,986 shares 2,986 $340K 0.03% -677 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,211 shares; 2025Q3: 3,965 shares; 2025Q4: 3,862 shares 3,862 $338K 0.03% -103 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: 3,963 shares 3,963 $322K 0.03% new Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,231 shares; 2024Q4: 50,231 shares; 2025Q1: 50,231 shares; 2025Q2: 50,229 shares; 2025Q3: 50,227 shares; 2025Q4: 50,227 shares 50,227 $315K 0.03% 0 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: 1,740 shares; 2024Q4: 1,497 shares; 2025Q1: 1,497 shares; 2025Q2: 1,497 shares; 2025Q3: 1,497 shares; 2025Q4: 1,497 shares 1,497 $315K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,663 shares; 2024Q4: 5,965 shares; 2025Q1: 6,031 shares; 2025Q2: 6,177 shares; 2025Q3: 5,873 shares; 2025Q4: 5,836 shares 5,836 $315K 0.03% -37 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $309K 0.03% 0 Timeline IYR 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: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares 3,275 $307K 0.03% 0 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 6,573 shares; 2025Q1: 6,901 shares; 2025Q2: 6,948 shares; 2025Q3: 7,235 shares; 2025Q4: 7,061 shares 7,061 $306K 0.03% -174 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,829 shares 3,829 $303K 0.03% new 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: 495 shares; 2025Q3: 461 shares; 2025Q4: 462 shares 462 $302K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,934 shares; 2025Q4: 1,962 shares 1,962 $301K 0.03% +28 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 753 shares 753 $298K 0.03% new Timeline XLG 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: 4,960 shares; 2024Q4: 4,960 shares; 2025Q1: 4,960 shares; 2025Q2: 4,960 shares; 2025Q3: 4,980 shares; 2025Q4: 4,980 shares 4,980 $295K 0.03% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 415 shares; 2025Q2: 419 shares; 2025Q3: 382 shares; 2025Q4: 382 shares 382 $288K 0.03% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,163 shares; 2025Q1: 1,212 shares; 2025Q2: 1,193 shares; 2025Q3: 1,192 shares; 2025Q4: 1,261 shares 1,261 $287K 0.03% +69 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 717 shares; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 967 shares; 2025Q4: 967 shares 967 $279K 0.03% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 3,209 shares; 2025Q1: 3,178 shares; 2025Q2: 3,178 shares; 2025Q3: 3,178 shares; 2025Q4: 3,110 shares 3,110 $275K 0.02% -68 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: 3,906 shares; 2024Q4: 2,926 shares; 2025Q1: 3,137 shares; 2025Q2: 2,300 shares; 2025Q3: 2,242 shares; 2025Q4: 1,894 shares 1,894 $272K 0.02% -348 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,502 shares; 2024Q4: 16,502 shares; 2025Q1: 16,502 shares; 2025Q2: 16,155 shares; 2025Q3: 15,536 shares; 2025Q4: 13,658 shares 13,658 $272K 0.02% -1,878 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,188 shares; 2024Q4: 7,188 shares; 2025Q1: 7,188 shares; 2025Q2: 6,094 shares; 2025Q3: 6,094 shares; 2025Q4: 6,094 shares 6,094 $271K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,628 shares; 2024Q4: 4,182 shares; 2025Q1: 4,153 shares; 2025Q2: 4,270 shares; 2025Q3: 4,305 shares; 2025Q4: 3,167 shares 3,167 $269K 0.02% -1,138 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,508 shares 1,508 $268K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 298 shares; 2025Q3: 304 shares; 2025Q4: 304 shares 304 $267K 0.02% 0 Timeline ROKU ROKU INC More: the full row for ROKU 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: 2,403 shares; 2025Q4: 2,403 shares 2,403 $261K 0.02% 0 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: 2,257 shares; 2025Q4: 2,232 shares 2,232 $260K 0.02% -25 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: not reported; 2025Q2: not reported; 2025Q3: 1,953 shares; 2025Q4: 1,909 shares 1,909 $258K 0.02% -44 Timeline ELPC COMPANHIA PARANAENSE DE ENER More: the full row for COMPANHIA PARANAENSE DE ENER 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: 27,063 shares 27,063 $257K 0.02% new 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: 1,753 shares; 2024Q4: 1,750 shares; 2025Q1: 1,729 shares; 2025Q2: 1,749 shares; 2025Q3: 1,741 shares; 2025Q4: 1,571 shares 1,571 $252K 0.02% -170 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: 2,042 shares; 2025Q4: 2,452 shares 2,452 $245K 0.02% +410 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 487 shares; 2025Q4: 478 shares 478 $244K 0.02% -9 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 3,477 shares; 2025Q1: 3,682 shares; 2025Q2: 3,766 shares; 2025Q3: 3,790 shares; 2025Q4: 3,826 shares 3,826 $244K 0.02% +36 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,874 shares; 2025Q1: 2,834 shares; 2025Q2: 2,829 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares 2,835 $242K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,561 shares 1,561 $242K 0.02% -129 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,238 shares; 2025Q1: 2,216 shares; 2025Q2: 2,172 shares; 2025Q3: 2,173 shares; 2025Q4: 2,154 shares 2,154 $238K 0.02% -19 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,082 shares; 2025Q1: 1,098 shares; 2025Q2: 1,042 shares; 2025Q3: not reported; 2025Q4: 1,032 shares 1,032 $236K 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 726 shares; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares 726 $235K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,880 shares; 2025Q4: 2,913 shares 2,913 $231K 0.02% +33 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 213 shares; 2025Q1: 216 shares; 2025Q2: 220 shares; 2025Q3: 223 shares; 2025Q4: 224 shares 224 $226K 0.02% +1 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 1,026 shares; 2025Q4: 820 shares 820 $226K 0.02% -206 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,737 shares; 2025Q4: 4,670 shares 4,670 $224K 0.02% -67 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE 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: 5,063 shares 5,063 $224K 0.02% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares; 2025Q4: 822 shares 822 $223K 0.02% +2 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares; 2025Q4: 3,206 shares 3,206 $223K 0.02% 0 Timeline ISTB 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: 5,833 shares; 2025Q1: 7,108 shares; 2025Q2: 4,546 shares; 2025Q3: 4,546 shares; 2025Q4: 4,546 shares 4,546 $222K 0.02% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,515 shares; 2025Q2: 3,340 shares; 2025Q3: 3,340 shares; 2025Q4: 3,340 shares 3,340 $220K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,067 shares; 2024Q4: 10,158 shares; 2025Q1: 22,634 shares; 2025Q2: not reported; 2025Q3: 8,935 shares; 2025Q4: 8,799 shares 8,799 $219K 0.02% -136 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,783 shares; 2025Q2: 2,720 shares; 2025Q3: 2,719 shares; 2025Q4: 2,370 shares 2,370 $219K 0.02% -349 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 901 shares 901 $218K 0.02% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares 1,625 $217K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 371 shares; 2025Q3: not reported; 2025Q4: 383 shares 383 $217K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,881 shares; 2025Q2: not reported; 2025Q3: 1,847 shares; 2025Q4: 1,865 shares 1,865 $215K 0.02% +18 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 8,140 shares; 2025Q1: 7,909 shares; 2025Q2: 7,591 shares; 2025Q3: 7,436 shares; 2025Q4: 7,189 shares 7,189 $215K 0.02% -247 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,696 shares; 2025Q1: 1,712 shares; 2025Q2: 1,710 shares; 2025Q3: 1,678 shares; 2025Q4: 1,310 shares 1,310 $213K 0.02% -368 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: 778 shares; 2024Q4: 1,444 shares; 2025Q1: 1,438 shares; 2025Q2: 1,462 shares; 2025Q3: 1,137 shares; 2025Q4: 1,139 shares 1,139 $210K 0.02% +2 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,391 shares; 2024Q4: 11,391 shares; 2025Q1: 11,447 shares; 2025Q2: 11,391 shares; 2025Q3: 11,391 shares; 2025Q4: 11,391 shares 11,391 $210K 0.02% 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: 12,299 shares; 2024Q4: 13,672 shares; 2025Q1: 32,407 shares; 2025Q2: 11,960 shares; 2025Q3: 12,274 shares; 2025Q4: 8,357 shares 8,357 $208K 0.02% -3,917 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: 2,539 shares; 2024Q4: not reported; 2025Q1: 2,379 shares; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares; 2025Q4: 2,348 shares 2,348 $205K 0.02% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 478 shares; 2025Q1: 487 shares; 2025Q2: 470 shares; 2025Q3: 433 shares; 2025Q4: 422 shares 422 $204K 0.02% -11 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: 972 shares; 2024Q4: 895 shares; 2025Q1: 898 shares; 2025Q2: 918 shares; 2025Q3: 867 shares; 2025Q4: 882 shares 882 $204K 0.02% +15 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 1,204 shares 1,204 $204K 0.02% new 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: 672 shares; 2024Q4: 590 shares; 2025Q1: 586 shares; 2025Q2: 583 shares; 2025Q3: 576 shares; 2025Q4: 580 shares 580 $204K 0.02% +4 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 895 shares 895 $204K 0.02% new Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,615 shares; 2024Q4: 20,615 shares; 2025Q1: 20,615 shares; 2025Q2: 20,615 shares; 2025Q3: 20,615 shares; 2025Q4: 20,615 shares 20,615 $191K 0.02% 0 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 11,512 shares 11,512 $167K 0.02% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,896 shares; 2024Q4: 14,896 shares; 2025Q1: 14,965 shares; 2025Q2: 14,981 shares; 2025Q3: 14,981 shares; 2025Q4: 14,981 shares 14,981 $118K 0.01% 0 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $116K 0.01% new Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,146 shares; 2024Q4: 19,146 shares; 2025Q1: 19,146 shares; 2025Q2: 19,146 shares; 2025Q3: 19,146 shares; 2025Q4: 19,146 shares 19,146 $100K 0.01% 0 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,827 shares; 2024Q4: 48,725 shares; 2025Q1: 48,725 shares; 2025Q2: 48,725 shares; 2025Q3: 48,725 shares; 2025Q4: 48,725 shares 48,725 $91.1K 0.01% 0 Timeline