IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,432,463 shares; 2024Q4: 2,556,471 shares; 2025Q1: 5,183,932 shares; 2025Q2: 5,206,372 shares; 2025Q3: 5,257,772 shares 5,257,772 $3.52B 18.4% +51,400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,857,108 shares; 2024Q4: 10,683,889 shares; 2025Q1: 22,514,780 shares; 2025Q2: 22,786,946 shares; 2025Q3: 25,074,822 shares 25,074,822 $1.5B 7.86% +2,287,876 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163,567 shares; 2024Q4: 1,171,516 shares; 2025Q1: 2,351,556 shares; 2025Q2: 2,311,300 shares; 2025Q3: 2,309,620 shares 2,309,620 $1.41B 7.4% -1,680 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,196,228 shares; 2024Q4: 7,606,982 shares; 2025Q1: 15,480,038 shares; 2025Q2: 14,821,322 shares; 2025Q3: 14,918,070 shares 14,918,070 $974M 5.09% +96,748 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599,963 shares; 2024Q4: 4,795,167 shares; 2025Q1: 10,255,788 shares; 2025Q2: 10,438,638 shares; 2025Q3: 11,032,156 shares 11,032,156 $810M 4.24% +593,518 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119,956 shares; 2024Q4: 15,144,112 shares; 2025Q1: 29,554,836 shares; 2025Q2: 28,982,800 shares; 2025Q3: 28,281,342 shares 28,281,342 $772M 4.04% -701,458 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,107,356 shares; 2024Q4: 1,146,397 shares; 2025Q1: 2,266,924 shares; 2025Q2: 1,972,304 shares; 2025Q3: 2,009,444 shares 2,009,444 $659M 3.45% +37,140 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,959,791 shares; 2024Q4: 10,198,152 shares; 2025Q1: 20,460,262 shares; 2025Q2: 21,525,356 shares; 2025Q3: 21,589,034 shares 21,589,034 $503M 2.63% +63,678 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,613,807 shares; 2024Q4: 3,950,485 shares; 2025Q1: 8,336,104 shares; 2025Q2: 8,339,284 shares; 2025Q3: 8,927,078 shares 8,927,078 $484M 2.53% +587,794 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,725 shares; 2024Q4: 456,531 shares; 2025Q1: 919,556 shares; 2025Q2: 896,976 shares; 2025Q3: 922,884 shares 922,884 $443M 2.31% +25,908 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762,984 shares; 2024Q4: 1,891,540 shares; 2025Q1: 3,883,282 shares; 2025Q2: 3,698,136 shares; 2025Q3: 3,714,872 shares 3,714,872 $441M 2.31% +16,736 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012,522 shares; 2024Q4: 2,750,327 shares; 2025Q1: 6,124,360 shares; 2025Q2: 6,941,794 shares; 2025Q3: 7,587,484 shares 7,587,484 $384M 2.01% +645,690 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,127 shares; 2024Q4: 557,214 shares; 2025Q1: 1,119,086 shares; 2025Q2: 1,217,920 shares; 2025Q3: 1,207,860 shares 1,207,860 $355M 1.86% -10,060 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,788 shares; 2024Q4: 779,659 shares; 2025Q1: 1,583,032 shares; 2025Q2: 1,628,860 shares; 2025Q3: 1,646,332 shares 1,646,332 $345M 1.8% +17,472 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,626 shares; 2024Q4: 448,843 shares; 2025Q1: 869,418 shares; 2025Q2: 1,096,878 shares; 2025Q3: 1,040,972 shares 1,040,972 $320M 1.68% -55,906 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,901,035 shares; 2024Q4: 7,976,206 shares; 2025Q1: 8,319,006 shares; 2025Q2: 7,865,701 shares; 2025Q3: 7,678,851 shares 7,678,851 $296M 1.55% -186,850 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601,431 shares; 2024Q4: 586,133 shares; 2025Q1: 568,884 shares; 2025Q2: 433,684 shares; 2025Q3: 441,443 shares 441,443 $294M 1.54% +7,759 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,283,811 shares; 2024Q4: 4,510,774 shares; 2025Q1: 4,488,866 shares; 2025Q2: 4,340,479 shares; 2025Q3: 4,389,443 shares 4,389,443 $205M 1.07% +48,964 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,113 shares; 2024Q4: 375,457 shares; 2025Q1: 748,652 shares; 2025Q2: 801,260 shares; 2025Q3: 793,728 shares 793,728 $202M 1.06% -7,532 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931,826 shares; 2024Q4: 996,479 shares; 2025Q1: 2,061,456 shares; 2025Q2: 2,079,868 shares; 2025Q3: 2,204,742 shares 2,204,742 $157M 0.82% +124,874 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037,803 shares; 2024Q4: 3,109,070 shares; 2025Q1: 6,083,326 shares; 2025Q2: 5,842,324 shares; 2025Q3: 5,730,856 shares 5,730,856 $151M 0.79% -111,468 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,325 shares; 2024Q4: 462,148 shares; 2025Q1: 601,515 shares; 2025Q2: 448,471 shares; 2025Q3: 442,634 shares 442,634 $113M 0.59% -5,837 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628,379 shares; 2024Q4: 1,635,475 shares; 2025Q1: 1,654,265 shares; 2025Q2: 1,718,854 shares; 2025Q3: 1,704,967 shares 1,704,967 $112M 0.59% -13,887 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,485 shares; 2024Q4: 231,856 shares; 2025Q1: 447,888 shares; 2025Q2: 444,374 shares; 2025Q3: 215,492 shares 215,492 $112M 0.58% -228,882 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,188 shares; 2024Q4: 339,257 shares; 2025Q1: 647,622 shares; 2025Q2: 583,066 shares; 2025Q3: 580,510 shares 580,510 $108M 0.57% -2,556 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,025 shares; 2024Q4: 190,073 shares; 2025Q1: 373,028 shares; 2025Q2: 364,162 shares; 2025Q3: 357,202 shares 357,202 $106M 0.56% -6,960 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,386 shares; 2024Q4: 560,009 shares; 2025Q1: 1,123,916 shares; 2025Q2: 1,136,864 shares; 2025Q3: 1,111,466 shares 1,111,466 $104M 0.54% -25,398 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597,883 shares; 2024Q4: 584,735 shares; 2025Q1: 1,034,280 shares; 2025Q2: 1,213,590 shares; 2025Q3: 972,604 shares 972,604 $104M 0.54% -240,986 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,074 shares; 2024Q4: 727,028 shares; 2025Q1: 1,436,998 shares; 2025Q2: 1,349,390 shares; 2025Q3: 1,351,676 shares 1,351,676 $101M 0.53% +2,286 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,266 shares; 2024Q4: 119,673 shares; 2025Q1: 220,238 shares; 2025Q2: 218,300 shares; 2025Q3: 207,896 shares 207,896 $97.4M 0.51% -10,404 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,521 shares; 2024Q4: 131,223 shares; 2025Q1: 132,167 shares; 2025Q2: 128,496 shares; 2025Q3: 141,025 shares 141,025 $84.7M 0.44% +12,529 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279,507 shares; 2024Q4: 2,530,427 shares; 2025Q1: 2,597,661 shares; 2025Q2: 2,610,903 shares; 2025Q3: 2,627,858 shares 2,627,858 $82.9M 0.43% +16,955 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,579 shares; 2024Q4: 296,862 shares; 2025Q1: 288,132 shares; 2025Q2: 233,162 shares; 2025Q3: 230,857 shares 230,857 $82.3M 0.43% -2,305 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963,218 shares; 2024Q4: 2,027,567 shares; 2025Q1: 2,067,556 shares; 2025Q2: 2,099,516 shares; 2025Q3: 2,113,202 shares 2,113,202 $80.9M 0.42% +13,686 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,816,611 shares; 2024Q4: 2,136,108 shares; 2025Q1: 2,238,479 shares; 2025Q2: 2,182,737 shares; 2025Q3: 2,165,300 shares 2,165,300 $78.7M 0.41% -17,437 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,391 shares; 2024Q4: 171,840 shares; 2025Q1: 354,264 shares; 2025Q2: 357,106 shares; 2025Q3: 359,466 shares 359,466 $75M 0.39% +2,360 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272,371 shares; 2024Q4: 1,217,104 shares; 2025Q1: 1,266,068 shares; 2025Q2: 1,297,463 shares; 2025Q3: 1,457,611 shares 1,457,611 $73.7M 0.39% +160,148 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747,600 shares; 2024Q4: 704,877 shares; 2025Q1: 1,368,394 shares; 2025Q2: 1,683,670 shares; 2025Q3: 1,438,742 shares 1,438,742 $72M 0.38% -244,928 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844,008 shares; 2024Q4: 864,280 shares; 2025Q1: 841,072 shares; 2025Q2: 803,032 shares; 2025Q3: 820,116 shares 820,116 $71.6M 0.37% +17,084 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171,563 shares; 2024Q4: 2,404,967 shares; 2025Q1: 2,447,374 shares; 2025Q2: 2,463,983 shares; 2025Q3: 2,538,625 shares 2,538,625 $69.3M 0.36% +74,642 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849,118 shares; 2024Q4: 857,327 shares; 2025Q1: 854,574 shares; 2025Q2: 844,409 shares; 2025Q3: 820,387 shares 820,387 $67.7M 0.35% -24,022 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,869 shares; 2024Q4: 95,881 shares; 2025Q1: 173,878 shares; 2025Q2: 175,920 shares; 2025Q3: 174,426 shares 174,426 $63.7M 0.33% -1,494 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 899,039 shares; 2024Q4: 939,135 shares; 2025Q1: 1,891,296 shares; 2025Q2: 1,908,570 shares; 2025Q3: 1,895,236 shares 1,895,236 $63.2M 0.33% -13,334 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,980 shares; 2024Q4: 863,733 shares; 2025Q1: 838,210 shares; 2025Q2: 792,637 shares; 2025Q3: 794,573 shares 794,573 $62.2M 0.33% +1,936 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054,970 shares; 2024Q4: 1,188,263 shares; 2025Q1: 1,243,992 shares; 2025Q2: 1,263,546 shares; 2025Q3: 1,299,739 shares 1,299,739 $62.2M 0.33% +36,193 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,601 shares; 2024Q4: 153,337 shares; 2025Q1: 153,204 shares; 2025Q2: 225,448 shares; 2025Q3: 225,273 shares 225,273 $60.9M 0.32% -175 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197,213 shares; 2025Q3: 716,309 shares 716,309 $58.6M 0.31% +519,096 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,655 shares; 2024Q4: 196,611 shares; 2025Q1: 416,510 shares; 2025Q2: 183,440 shares; 2025Q3: 367,560 shares 367,560 $50.6M 0.26% +184,120 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,367 shares; 2024Q4: 502,928 shares; 2025Q1: 492,073 shares; 2025Q2: 491,543 shares; 2025Q3: 485,744 shares 485,744 $50.1M 0.26% -5,799 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,450 shares; 2024Q4: 121,787 shares; 2025Q1: 236,944 shares; 2025Q2: 198,970 shares; 2025Q3: 197,930 shares 197,930 $47.9M 0.25% -1,040 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,206 shares; 2024Q4: 176,240 shares; 2025Q1: 184,649 shares; 2025Q2: 182,947 shares; 2025Q3: 182,307 shares 182,307 $44.4M 0.23% -640 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,132 shares; 2024Q4: 269,037 shares; 2025Q1: 518,162 shares; 2025Q2: 494,688 shares; 2025Q3: 478,140 shares 478,140 $43.7M 0.23% -16,548 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,952 shares; 2024Q4: 174,896 shares; 2025Q1: 195,826 shares; 2025Q2: 236,689 shares; 2025Q3: 231,518 shares 231,518 $43.2M 0.23% -5,171 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,539 shares; 2024Q4: 141,860 shares; 2025Q1: 273,390 shares; 2025Q2: 270,978 shares; 2025Q3: 279,422 shares 279,422 $39.4M 0.21% +8,444 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,348 shares; 2024Q4: 126,697 shares; 2025Q1: 279,270 shares; 2025Q2: 272,482 shares; 2025Q3: 273,026 shares 273,026 $38.9M 0.2% +544 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236,727 shares; 2024Q4: 797,068 shares; 2025Q1: 790,704 shares; 2025Q2: 851,789 shares; 2025Q3: 829,947 shares 829,947 $38M 0.2% -21,842 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,241 shares; 2024Q4: 186,835 shares; 2025Q1: 177,082 shares; 2025Q2: 177,948 shares; 2025Q3: 172,564 shares 172,564 $37.9M 0.2% -5,384 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,485 shares; 2024Q4: 182,535 shares; 2025Q1: 394,998 shares; 2025Q2: 384,394 shares; 2025Q3: 390,216 shares 390,216 $37.7M 0.2% +5,822 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,813 shares; 2024Q4: 469,382 shares; 2025Q1: 481,972 shares; 2025Q2: 503,388 shares; 2025Q3: 499,962 shares 499,962 $36.9M 0.19% -3,426 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,460 shares; 2024Q4: 271,896 shares; 2025Q1: 530,678 shares; 2025Q2: 478,908 shares; 2025Q3: 366,262 shares 366,262 $36.7M 0.19% -112,646 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,896 shares; 2024Q4: 47,908 shares; 2025Q1: 95,534 shares; 2025Q2: 95,528 shares; 2025Q3: 96,742 shares 96,742 $36.7M 0.19% +1,214 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,524 shares; 2024Q4: 118,795 shares; 2025Q1: 265,060 shares; 2025Q2: 261,290 shares; 2025Q3: 265,512 shares 265,512 $34.4M 0.18% +4,222 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,896 shares; 2024Q4: 412,773 shares; 2025Q1: 731,747 shares; 2025Q2: 412,619 shares; 2025Q3: 425,750 shares 425,750 $34M 0.18% +13,131 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,002 shares; 2024Q4: 180,516 shares; 2025Q1: 513,282 shares; 2025Q2: 285,670 shares; 2025Q3: 278,216 shares 278,216 $33.6M 0.18% -7,454 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021,046 shares; 2024Q4: 1,404,395 shares; 2025Q1: 1,516,924 shares; 2025Q2: 717,475 shares; 2025Q3: 660,003 shares 660,003 $33.2M 0.17% -57,472 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,111 shares; 2024Q4: 107,332 shares; 2025Q1: 218,926 shares; 2025Q2: 148,808 shares; 2025Q3: 160,934 shares 160,934 $32.8M 0.17% +12,126 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,343 shares; 2024Q4: 63,530 shares; 2025Q1: 65,729 shares; 2025Q2: 63,760 shares; 2025Q3: 63,392 shares 63,392 $31.9M 0.17% -368 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149,477 shares; 2024Q4: 607,562 shares; 2025Q1: 617,527 shares; 2025Q2: 618,907 shares; 2025Q3: 639,712 shares 639,712 $30.7M 0.16% +20,805 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,211 shares; 2024Q4: 59,393 shares; 2025Q1: 115,948 shares; 2025Q2: 102,622 shares; 2025Q3: 101,726 shares 101,726 $29.9M 0.16% -896 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,957 shares; 2025Q3: 405,854 shares 405,854 $27.7M 0.14% +333,897 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,935 shares; 2024Q4: 109,320 shares; 2025Q1: 110,684 shares; 2025Q2: 186,316 shares; 2025Q3: 183,190 shares 183,190 $26.7M 0.14% -3,126 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,255 shares; 2024Q4: 438,690 shares; 2025Q1: 440,038 shares; 2025Q2: 439,424 shares; 2025Q3: 429,442 shares 429,442 $26.2M 0.14% -9,982 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,245 shares; 2024Q4: 507,103 shares; 2025Q1: 1,003,918 shares; 2025Q2: 1,000,692 shares; 2025Q3: 1,002,272 shares 1,002,272 $25.8M 0.13% +1,580 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,495 shares; 2024Q4: 15,896 shares; 2025Q1: 73,930 shares; 2025Q2: 108,054 shares; 2025Q3: 135,261 shares 135,261 $25.7M 0.13% +27,207 Timeline VGK 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,504 shares; 2024Q4: 18,893 shares; 2025Q1: 57,630 shares; 2025Q2: 286,190 shares; 2025Q3: 310,818 shares 310,818 $24.8M 0.13% +24,628 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,119 shares; 2024Q4: 490,414 shares; 2025Q1: 945,964 shares; 2025Q2: 449,628 shares; 2025Q3: 905,792 shares 905,792 $24.4M 0.13% +456,164 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,921 shares; 2024Q4: 78,508 shares; 2025Q1: 77,328 shares; 2025Q2: 79,379 shares; 2025Q3: 74,281 shares 74,281 $23.4M 0.12% -5,098 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,977 shares; 2024Q4: 99,011 shares; 2025Q1: 84,102 shares; 2025Q2: 93,448 shares; 2025Q3: 94,820 shares 94,820 $23.1M 0.12% +1,372 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,113 shares; 2024Q4: 72,467 shares; 2025Q1: 142,474 shares; 2025Q2: 142,490 shares; 2025Q3: 141,688 shares 141,688 $21.8M 0.11% -802 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,923 shares; 2024Q4: 50,055 shares; 2025Q1: 51,913 shares; 2025Q2: 52,517 shares; 2025Q3: 56,150 shares 56,150 $20M 0.1% +3,633 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,268 shares; 2024Q4: 348,121 shares; 2025Q1: 698,188 shares; 2025Q2: 340,847 shares; 2025Q3: 681,884 shares 681,884 $19M 0.1% +341,037 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,138 shares; 2024Q4: 113,603 shares; 2025Q1: 217,412 shares; 2025Q2: 122,642 shares; 2025Q3: 239,842 shares 239,842 $18.9M 0.1% +117,200 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,368 shares; 2024Q4: 34,258 shares; 2025Q1: 35,090 shares; 2025Q2: 40,256 shares; 2025Q3: 41,533 shares 41,533 $18.5M 0.1% +1,277 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,950 shares; 2024Q4: 24,909 shares; 2025Q1: 24,214 shares; 2025Q2: 26,841 shares; 2025Q3: 25,039 shares 25,039 $18.4M 0.1% -1,802 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,556 shares; 2024Q4: 63,125 shares; 2025Q1: 127,022 shares; 2025Q2: 120,310 shares; 2025Q3: 115,066 shares 115,066 $17.9M 0.09% -5,244 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,342 shares; 2024Q4: 27,583 shares; 2025Q1: 57,952 shares; 2025Q2: 70,066 shares; 2025Q3: 63,054 shares 63,054 $17.8M 0.09% -7,012 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,331 shares; 2024Q4: 39,223 shares; 2025Q1: 77,000 shares; 2025Q2: 76,078 shares; 2025Q3: 80,894 shares 80,894 $17.5M 0.09% +4,816 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,419 shares; 2024Q4: 86,985 shares; 2025Q1: 80,275 shares; 2025Q2: 100,473 shares; 2025Q3: 69,550 shares 69,550 $17.2M 0.09% -30,923 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 877,997 shares 877,997 $17M 0.09% new Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857,543 shares; 2024Q4: 878,146 shares; 2025Q1: 905,610 shares; 2025Q2: 835,348 shares; 2025Q3: 856,106 shares 856,106 $17M 0.09% +20,758 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,742 shares; 2024Q4: 91,247 shares; 2025Q1: 152,397 shares; 2025Q2: 87,780 shares; 2025Q3: 86,729 shares 86,729 $16.9M 0.09% -1,051 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,949 shares; 2024Q4: 81,862 shares; 2025Q1: 170,016 shares; 2025Q2: 186,880 shares; 2025Q3: 153,830 shares 153,830 $15.9M 0.08% -33,050 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,703 shares; 2024Q4: 90,480 shares; 2025Q1: 181,356 shares; 2025Q2: 170,094 shares; 2025Q3: 83,643 shares 83,643 $15.5M 0.08% -86,451 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,237 shares; 2024Q4: 44,125 shares; 2025Q1: 49,239 shares; 2025Q2: 48,040 shares; 2025Q3: 48,336 shares 48,336 $15.5M 0.08% +296 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,850 shares; 2024Q4: 16,131 shares; 2025Q1: 15,487 shares; 2025Q2: 15,799 shares; 2025Q3: 16,456 shares 16,456 $15.2M 0.08% +657 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,390 shares; 2024Q4: 138,264 shares; 2025Q1: 143,042 shares; 2025Q2: 139,153 shares; 2025Q3: 134,377 shares 134,377 $15.2M 0.08% -4,776 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,845 shares; 2024Q4: 330,289 shares; 2025Q1: 371,755 shares; 2025Q2: 266,003 shares; 2025Q3: 328,659 shares 328,659 $14M 0.07% +62,656 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,583 shares; 2024Q4: 21,066 shares; 2025Q1: 22,041 shares; 2025Q2: 45,072 shares; 2025Q3: 45,540 shares 45,540 $13.7M 0.07% +468 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,121 shares; 2024Q4: 41,508 shares; 2025Q1: 43,162 shares; 2025Q2: 45,807 shares; 2025Q3: 40,954 shares 40,954 $13.5M 0.07% -4,853 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,067 shares; 2024Q4: 65,610 shares; 2025Q1: 76,446 shares; 2025Q2: 74,917 shares; 2025Q3: 75,633 shares 75,633 $13.4M 0.07% +716 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,247 shares; 2024Q4: 181,861 shares; 2025Q1: 179,995 shares; 2025Q2: 181,452 shares; 2025Q3: 184,108 shares 184,108 $13.3M 0.07% +2,656 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,471 shares; 2024Q4: 35,715 shares; 2025Q1: 74,352 shares; 2025Q2: 62,742 shares; 2025Q3: 62,952 shares 62,952 $13M 0.07% +210 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,719 shares; 2024Q4: 75,700 shares; 2025Q1: 153,266 shares; 2025Q2: 132,914 shares; 2025Q3: 90,026 shares 90,026 $12.4M 0.06% -42,888 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917,928 shares; 2024Q4: 467,656 shares; 2025Q1: 470,232 shares; 2025Q2: 479,307 shares; 2025Q3: 489,462 shares 489,462 $12.4M 0.06% +10,155 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,504 shares; 2024Q4: 84,763 shares; 2025Q1: 89,910 shares; 2025Q2: 92,380 shares; 2025Q3: 97,295 shares 97,295 $11.9M 0.06% +4,915 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,174 shares; 2024Q4: 147,561 shares; 2025Q1: 147,949 shares; 2025Q2: 147,905 shares; 2025Q3: 147,744 shares 147,744 $11.7M 0.06% -161 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,754 shares; 2024Q4: 55,215 shares; 2025Q1: 53,742 shares; 2025Q2: 50,854 shares; 2025Q3: 50,381 shares 50,381 $11.7M 0.06% -473 Timeline MTSR METSERA INC More: the full row for METSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213,085 shares 213,085 $11.2M 0.06% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,480 shares; 2024Q4: 139,479 shares; 2025Q1: 127,793 shares; 2025Q2: 125,691 shares; 2025Q3: 123,201 shares 123,201 $11M 0.06% -2,490 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,542 shares; 2024Q4: 119,680 shares; 2025Q1: 118,625 shares; 2025Q2: 117,314 shares; 2025Q3: 113,250 shares 113,250 $10.5M 0.06% -4,064 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,632 shares; 2024Q4: 306,430 shares; 2025Q1: 339,142 shares; 2025Q2: 362,871 shares; 2025Q3: 366,817 shares 366,817 $10.5M 0.05% +3,946 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,690 shares; 2024Q4: 165,319 shares; 2025Q1: 329,642 shares; 2025Q2: 348,034 shares; 2025Q3: 349,674 shares 349,674 $10.4M 0.05% +1,640 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,830 shares; 2024Q4: 59,662 shares; 2025Q1: 59,543 shares; 2025Q2: 57,957 shares; 2025Q3: 59,235 shares 59,235 $10.3M 0.05% +1,278 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,559 shares; 2024Q4: 34,849 shares; 2025Q1: 64,640 shares; 2025Q2: 97,860 shares; 2025Q3: 95,934 shares 95,934 $10.2M 0.05% -1,926 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,505 shares; 2024Q4: 221,515 shares; 2025Q1: 221,981 shares; 2025Q2: 220,823 shares; 2025Q3: 220,956 shares 220,956 $9.99M 0.05% +133 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,533 shares; 2024Q4: 147,388 shares; 2025Q1: 141,797 shares; 2025Q2: 149,058 shares; 2025Q3: 94,153 shares 94,153 $9.84M 0.05% -54,905 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,410 shares; 2024Q4: 45,675 shares; 2025Q1: 46,508 shares; 2025Q2: 97,180 shares; 2025Q3: 59,913 shares 59,913 $9.72M 0.05% -37,267 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,821 shares; 2024Q4: 71,349 shares; 2025Q1: 69,894 shares; 2025Q2: 69,886 shares; 2025Q3: 65,956 shares 65,956 $9.6M 0.05% -3,930 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,910 shares; 2024Q4: 145,370 shares; 2025Q1: 292,880 shares; 2025Q2: 293,348 shares; 2025Q3: 142,034 shares 142,034 $9.42M 0.05% -151,314 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,758 shares; 2024Q4: 165,083 shares; 2025Q1: 163,767 shares; 2025Q2: 168,018 shares; 2025Q3: 163,918 shares 163,918 $9.37M 0.05% -4,100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,758 shares; 2024Q4: 23,717 shares; 2025Q1: 47,400 shares; 2025Q2: 49,688 shares; 2025Q3: 22,640 shares 22,640 $9.17M 0.05% -27,048 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,622 shares; 2024Q4: 212,490 shares; 2025Q1: 211,065 shares; 2025Q2: 206,188 shares; 2025Q3: 204,098 shares 204,098 $9.12M 0.05% -2,090 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,292 shares; 2024Q4: 443,772 shares; 2025Q1: 371,939 shares; 2025Q2: 406,646 shares; 2025Q3: 356,210 shares 356,210 $8.88M 0.05% -50,436 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,006 shares; 2024Q4: 15,835 shares; 2025Q1: 16,769 shares; 2025Q2: 15,328 shares; 2025Q3: 14,893 shares 14,893 $8.88M 0.05% -435 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,854 shares; 2024Q4: 43,636 shares; 2025Q1: 42,178 shares; 2025Q2: 41,593 shares; 2025Q3: 41,139 shares 41,139 $8.79M 0.05% -454 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 12 shares; 2025Q3: 12 shares 12 $8.67M 0.05% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,847 shares; 2024Q4: 69,621 shares; 2025Q1: 69,836 shares; 2025Q2: 65,851 shares; 2025Q3: 65,458 shares 65,458 $8.53M 0.04% -393 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,886 shares; 2024Q4: 9,280 shares; 2025Q1: 6,761 shares; 2025Q2: 6,893 shares; 2025Q3: 6,934 shares 6,934 $8.31M 0.04% +41 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,927 shares; 2024Q4: 15,471 shares; 2025Q1: 15,269 shares; 2025Q2: 15,076 shares; 2025Q3: 14,165 shares 14,165 $8.06M 0.04% -911 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,063 shares; 2024Q4: 83,016 shares; 2025Q1: 52,482 shares; 2025Q2: 77,813 shares; 2025Q3: 43,739 shares 43,739 $7.98M 0.04% -34,074 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,495 shares; 2024Q4: 24,349 shares; 2025Q1: 25,886 shares; 2025Q2: 26,257 shares; 2025Q3: 23,368 shares 23,368 $7.98M 0.04% -2,889 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,106 shares; 2024Q4: 77,502 shares; 2025Q1: 106,033 shares; 2025Q2: 105,759 shares; 2025Q3: 121,367 shares 121,367 $7.89M 0.04% +15,608 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,738 shares; 2024Q4: 55,635 shares; 2025Q1: 57,480 shares; 2025Q2: 53,407 shares; 2025Q3: 56,128 shares 56,128 $7.86M 0.04% +2,721 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,209 shares; 2024Q4: 36,467 shares; 2025Q1: 72,984 shares; 2025Q2: 71,182 shares; 2025Q3: 62,212 shares 62,212 $7.84M 0.04% -8,970 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,071 shares; 2024Q4: 8,007 shares; 2025Q1: 8,073 shares; 2025Q2: 8,041 shares; 2025Q3: 15,680 shares 15,680 $7.61M 0.04% +7,639 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,076 shares; 2024Q4: 45,308 shares; 2025Q1: 88,702 shares; 2025Q2: 87,936 shares; 2025Q3: 79,016 shares 79,016 $7.54M 0.04% -8,920 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,201 shares; 2024Q4: 42,717 shares; 2025Q1: 90,522 shares; 2025Q2: 95,370 shares; 2025Q3: 86,824 shares 86,824 $7.35M 0.04% -8,546 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,999 shares; 2024Q4: 379,522 shares; 2025Q1: 375,386 shares; 2025Q2: 332,754 shares; 2025Q3: 241,080 shares 241,080 $7.33M 0.04% -91,674 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,219 shares; 2024Q4: 16,088 shares; 2025Q1: 37,190 shares; 2025Q2: 16,000 shares; 2025Q3: 36,664 shares 36,664 $7.18M 0.04% +20,664 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 9,745 shares; 2025Q1: 19,756 shares; 2025Q2: 16,418 shares; 2025Q3: 16,422 shares 16,422 $7.15M 0.04% +4 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,465 shares; 2024Q4: 17,571 shares; 2025Q1: 33,150 shares; 2025Q2: 33,702 shares; 2025Q3: 21,390 shares 21,390 $6.5M 0.03% -12,312 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132,712 shares; 2025Q1: 142,589 shares; 2025Q2: 137,751 shares; 2025Q3: 130,885 shares 130,885 $6.5M 0.03% -6,866 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,518 shares; 2024Q4: 208,569 shares; 2025Q1: 213,761 shares; 2025Q2: 211,114 shares; 2025Q3: 205,537 shares 205,537 $6.45M 0.03% -5,577 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,083 shares; 2024Q4: 92,850 shares; 2025Q1: 187,632 shares; 2025Q2: 193,696 shares; 2025Q3: 197,508 shares 197,508 $6.3M 0.03% +3,812 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,286 shares; 2024Q4: 390,175 shares; 2025Q1: 360,894 shares; 2025Q2: 281,657 shares; 2025Q3: 267,153 shares 267,153 $6.18M 0.03% -14,504 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,946 shares; 2024Q4: 21,781 shares; 2025Q1: 21,027 shares; 2025Q2: 20,701 shares; 2025Q3: 21,927 shares 21,927 $6.17M 0.03% +1,226 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,037 shares; 2024Q4: 8,709 shares; 2025Q1: 16,698 shares; 2025Q2: 16,634 shares; 2025Q3: 8,024 shares 8,024 $6.12M 0.03% -8,610 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,803 shares; 2024Q4: 148,633 shares; 2025Q1: 141,858 shares; 2025Q2: 123,135 shares; 2025Q3: 124,102 shares 124,102 $6.1M 0.03% +967 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,083 shares; 2024Q4: 134,189 shares; 2025Q1: 133,140 shares; 2025Q2: 134,957 shares; 2025Q3: 138,704 shares 138,704 $6.1M 0.03% +3,747 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,832 shares; 2024Q4: 41,166 shares; 2025Q1: 49,770 shares; 2025Q2: 83,352 shares; 2025Q3: 83,366 shares 83,366 $6M 0.03% +14 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,489 shares; 2024Q4: 470,358 shares; 2025Q1: 519,355 shares; 2025Q2: 605,142 shares; 2025Q3: 603,279 shares 603,279 $6M 0.03% -1,863 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,718 shares; 2024Q4: 78,345 shares; 2025Q1: 97,734 shares; 2025Q2: 109,466 shares; 2025Q3: 111,432 shares 111,432 $5.95M 0.03% +1,966 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 219,134 shares; 2025Q1: 227,503 shares; 2025Q2: 221,289 shares; 2025Q3: 220,285 shares 220,285 $5.92M 0.03% -1,004 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,927 shares; 2024Q4: 71,475 shares; 2025Q1: 147,744 shares; 2025Q2: 39,140 shares; 2025Q3: 41,066 shares 41,066 $5.84M 0.03% +1,926 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,104 shares; 2024Q4: 23,611 shares; 2025Q1: 143,588 shares; 2025Q2: 74,492 shares; 2025Q3: 68,878 shares 68,878 $5.77M 0.03% -5,614 Timeline BAB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,163 shares; 2024Q4: 312,111 shares; 2025Q1: 244,308 shares; 2025Q2: 216,111 shares; 2025Q3: 200,897 shares 200,897 $5.48M 0.03% -15,214 Timeline BYRN BYRNA TECHNOLOGIES INC More: the full row for BYRNA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516,254 shares; 2024Q4: 471,054 shares; 2025Q1: 453,399 shares; 2025Q2: 293,243 shares; 2025Q3: 245,114 shares 245,114 $5.43M 0.03% -48,129 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,500 shares; 2024Q4: 106,633 shares; 2025Q1: 223,466 shares; 2025Q2: 95,502 shares; 2025Q3: 203,304 shares 203,304 $5.35M 0.03% +107,802 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,333 shares; 2024Q4: 171,731 shares; 2025Q1: 168,824 shares; 2025Q2: 136,004 shares; 2025Q3: 116,577 shares 116,577 $5.31M 0.03% -19,427 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,844 shares; 2024Q4: 16,011 shares; 2025Q1: 35,472 shares; 2025Q2: 37,832 shares; 2025Q3: 37,840 shares 37,840 $5.29M 0.03% +8 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,035 shares; 2024Q4: 124,361 shares; 2025Q1: 467,538 shares; 2025Q2: 122,150 shares; 2025Q3: 120,491 shares 120,491 $5.23M 0.03% -1,659 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,864 shares; 2024Q4: 14,083 shares; 2025Q1: 28,392 shares; 2025Q2: 22,724 shares; 2025Q3: 22,082 shares 22,082 $5.22M 0.03% -642 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,000 shares; 2024Q4: 35,819 shares; 2025Q1: 71,898 shares; 2025Q2: 78,028 shares; 2025Q3: 37,080 shares 37,080 $5.21M 0.03% -40,948 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,129 shares; 2024Q4: 37,639 shares; 2025Q1: 37,422 shares; 2025Q2: 37,498 shares; 2025Q3: 38,623 shares 38,623 $5.17M 0.03% +1,125 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,203 shares; 2024Q4: 196,779 shares; 2025Q1: 200,406 shares; 2025Q2: 192,801 shares; 2025Q3: 201,569 shares 201,569 $5.15M 0.03% +8,768 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,069 shares; 2024Q4: 32,691 shares; 2025Q1: 84,530 shares; 2025Q2: 72,856 shares; 2025Q3: 69,416 shares 69,416 $5.05M 0.03% -3,440 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 4,932 shares; 2025Q1: 4,869 shares; 2025Q2: 5,258 shares; 2025Q3: 6,239 shares 6,239 $4.97M 0.03% +981 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,760 shares; 2024Q4: 13,368 shares; 2025Q1: 12,282 shares; 2025Q2: 14,151 shares; 2025Q3: 17,604 shares 17,604 $4.96M 0.03% +3,453 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,222 shares; 2024Q4: 62,592 shares; 2025Q1: 58,333 shares; 2025Q2: 59,973 shares; 2025Q3: 74,788 shares 74,788 $4.94M 0.03% +14,815 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,630 shares; 2024Q4: 132,249 shares; 2025Q1: 131,210 shares; 2025Q2: 104,258 shares; 2025Q3: 95,462 shares 95,462 $4.92M 0.03% -8,796 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,799 shares; 2024Q4: 5,693 shares; 2025Q1: 12,824 shares; 2025Q2: 11,614 shares; 2025Q3: 12,064 shares 12,064 $4.85M 0.03% +450 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,803 shares; 2024Q4: 44,881 shares; 2025Q1: 44,881 shares; 2025Q2: 48,792 shares; 2025Q3: 52,105 shares 52,105 $4.78M 0.02% +3,313 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,032 shares; 2024Q4: 26,006 shares; 2025Q1: 61,548 shares; 2025Q2: 19,334 shares; 2025Q3: 40,018 shares 40,018 $4.58M 0.02% +20,684 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,386 shares; 2024Q4: 185,826 shares; 2025Q1: 184,804 shares; 2025Q2: 172,208 shares; 2025Q3: 118,099 shares 118,099 $4.46M 0.02% -54,109 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,341 shares; 2024Q4: 5,919 shares; 2025Q1: 5,271 shares; 2025Q2: 5,778 shares; 2025Q3: 5,970 shares 5,970 $4.46M 0.02% +192 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 12,931 shares; 2025Q1: 13,210 shares; 2025Q2: 13,019 shares; 2025Q3: 13,516 shares 13,516 $4.45M 0.02% +497 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,030 shares; 2024Q4: 24,744 shares; 2025Q1: 25,749 shares; 2025Q2: 26,080 shares; 2025Q3: 25,890 shares 25,890 $4.42M 0.02% -190 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,244 shares; 2024Q4: 23,133 shares; 2025Q1: 48,514 shares; 2025Q2: 46,528 shares; 2025Q3: 45,644 shares 45,644 $4.38M 0.02% -884 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,128 shares; 2024Q4: 98,401 shares; 2025Q1: 97,538 shares; 2025Q2: 95,248 shares; 2025Q3: 95,248 shares 95,248 $4.33M 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 6,140 shares; 2025Q1: 5,626 shares; 2025Q2: 11,958 shares; 2025Q3: 11,340 shares 11,340 $4.19M 0.02% -618 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,440 shares; 2024Q4: 13,437 shares; 2025Q1: 13,548 shares; 2025Q2: 13,003 shares; 2025Q3: 16,014 shares 16,014 $4.17M 0.02% +3,011 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,859 shares; 2024Q4: 105,177 shares; 2025Q1: 103,896 shares; 2025Q2: 105,007 shares; 2025Q3: 89,316 shares 89,316 $4.12M 0.02% -15,691 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,699 shares; 2024Q4: 54,565 shares; 2025Q1: 49,095 shares; 2025Q2: 49,274 shares; 2025Q3: 48,034 shares 48,034 $4.03M 0.02% -1,240 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,363 shares; 2024Q4: 13,977 shares; 2025Q1: 14,107 shares; 2025Q2: 13,093 shares; 2025Q3: 11,621 shares 11,621 $4.01M 0.02% -1,472 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,475 shares; 2024Q4: 29,394 shares; 2025Q1: 29,441 shares; 2025Q2: 29,469 shares; 2025Q3: 29,395 shares 29,395 $3.96M 0.02% -74 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,057 shares; 2024Q4: 165,054 shares; 2025Q1: 166,234 shares; 2025Q2: 169,088 shares; 2025Q3: 168,436 shares 168,436 $3.94M 0.02% -652 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,471 shares; 2024Q4: 14,993 shares; 2025Q1: 27,322 shares; 2025Q2: 26,706 shares; 2025Q3: 27,182 shares 27,182 $3.93M 0.02% +476 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,093 shares; 2024Q4: 27,164 shares; 2025Q1: 56,436 shares; 2025Q2: 58,814 shares; 2025Q3: 57,756 shares 57,756 $3.92M 0.02% -1,058 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,851 shares; 2024Q4: 79,825 shares; 2025Q1: 49,866 shares; 2025Q2: 80,352 shares; 2025Q3: 82,006 shares 82,006 $3.85M 0.02% +1,654 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,063 shares; 2024Q4: 50,416 shares; 2025Q1: 43,594 shares; 2025Q2: 43,589 shares; 2025Q3: 42,713 shares 42,713 $3.83M 0.02% -876 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,185 shares; 2024Q4: 7,984 shares; 2025Q1: 16,080 shares; 2025Q2: 16,496 shares; 2025Q3: 15,216 shares 15,216 $3.82M 0.02% -1,280 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,785 shares; 2024Q4: 62,842 shares; 2025Q1: 63,656 shares; 2025Q2: 62,322 shares; 2025Q3: 55,818 shares 55,818 $3.82M 0.02% -6,504 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,778 shares; 2024Q4: 99,029 shares; 2025Q1: 467,955 shares; 2025Q2: 76,258 shares; 2025Q3: 74,290 shares 74,290 $3.78M 0.02% -1,968 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,265 shares; 2024Q4: 50,043 shares; 2025Q1: 47,577 shares; 2025Q2: 37,973 shares; 2025Q3: 37,660 shares 37,660 $3.69M 0.02% -313 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,898 shares; 2024Q4: 11,275 shares; 2025Q1: 11,240 shares; 2025Q2: 11,261 shares; 2025Q3: 11,054 shares 11,054 $3.67M 0.02% -207 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,873 shares; 2024Q4: 7,482 shares; 2025Q1: 7,495 shares; 2025Q2: 7,462 shares; 2025Q3: 7,841 shares 7,841 $3.64M 0.02% +379 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,498 shares; 2024Q4: 13,891 shares; 2025Q1: 13,423 shares; 2025Q2: 14,514 shares; 2025Q3: 27,352 shares 27,352 $3.59M 0.02% +12,838 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,317 shares; 2024Q4: 43,000 shares; 2025Q1: 77,916 shares; 2025Q2: 79,182 shares; 2025Q3: 74,140 shares 74,140 $3.58M 0.02% -5,042 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,482 shares; 2024Q4: 30,308 shares; 2025Q1: 25,493 shares; 2025Q2: 24,547 shares; 2025Q3: 22,143 shares 22,143 $3.52M 0.02% -2,404 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,445 shares; 2024Q4: 14,429 shares; 2025Q1: 14,548 shares; 2025Q2: 15,470 shares; 2025Q3: 31,720 shares 31,720 $3.51M 0.02% +16,250 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 8,724 shares; 2025Q1: 7,358 shares; 2025Q2: 9,119 shares; 2025Q3: 9,094 shares 9,094 $3.4M 0.02% -25 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,490 shares; 2024Q4: 57,751 shares; 2025Q1: 59,256 shares; 2025Q2: 59,837 shares; 2025Q3: 62,725 shares 62,725 $3.38M 0.02% +2,888 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,826 shares; 2024Q4: 57,115 shares; 2025Q1: 52,270 shares; 2025Q2: 52,092 shares; 2025Q3: 48,718 shares 48,718 $3.37M 0.02% -3,374 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,286 shares; 2024Q4: 119,854 shares; 2025Q1: 111,999 shares; 2025Q2: 95,966 shares; 2025Q3: 79,044 shares 79,044 $3.32M 0.02% -16,922 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,050 shares; 2024Q4: 110,180 shares; 2025Q1: 107,251 shares; 2025Q2: 110,648 shares; 2025Q3: 117,398 shares 117,398 $3.32M 0.02% +6,750 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,989 shares; 2025Q1: 5,311 shares; 2025Q2: 5,299 shares; 2025Q3: 5,388 shares 5,388 $3.31M 0.02% +89 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,659 shares; 2024Q4: 112,554 shares; 2025Q1: 136,841 shares; 2025Q2: 135,573 shares; 2025Q3: 140,136 shares 140,136 $3.22M 0.02% +4,563 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,470 shares; 2024Q4: 16,470 shares; 2025Q1: 16,470 shares; 2025Q2: 16,430 shares; 2025Q3: 16,650 shares 16,650 $3.15M 0.02% +220 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,966 shares; 2024Q4: 14,833 shares; 2025Q1: 14,589 shares; 2025Q2: 15,085 shares; 2025Q3: 14,607 shares 14,607 $3.15M 0.02% -478 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,573 shares; 2024Q4: 9,788 shares; 2025Q1: 10,427 shares; 2025Q2: 10,652 shares; 2025Q3: 21,898 shares 21,898 $3.1M 0.02% +11,246 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,669 shares; 2024Q4: 11,718 shares; 2025Q1: 37,640 shares; 2025Q2: 37,156 shares; 2025Q3: 37,330 shares 37,330 $3.1M 0.02% +174 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,405 shares; 2024Q4: 29,032 shares; 2025Q1: 40,695 shares; 2025Q2: 35,713 shares; 2025Q3: 35,293 shares 35,293 $3.07M 0.02% -420 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,320 shares; 2024Q4: 22,801 shares; 2025Q1: 21,879 shares; 2025Q2: 23,379 shares; 2025Q3: 22,872 shares 22,872 $3.05M 0.02% -507 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,572 shares; 2024Q4: 28,128 shares; 2025Q1: 29,025 shares; 2025Q2: 30,428 shares; 2025Q3: 30,366 shares 30,366 $3.04M 0.02% -62 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,048 shares; 2024Q4: 29,295 shares; 2025Q1: 38,218 shares; 2025Q2: 35,760 shares; 2025Q3: 39,751 shares 39,751 $3.04M 0.02% +3,991 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 13,742 shares; 2025Q1: 13,680 shares; 2025Q2: 15,087 shares; 2025Q3: 14,653 shares 14,653 $2.98M 0.02% -434 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,503 shares; 2024Q4: 6,428 shares; 2025Q1: 12,856 shares; 2025Q2: 10,408 shares; 2025Q3: 8,934 shares 8,934 $2.97M 0.02% -1,474 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,611 shares; 2024Q4: 47,594 shares; 2025Q1: 48,745 shares; 2025Q2: 44,635 shares; 2025Q3: 43,260 shares 43,260 $2.96M 0.02% -1,375 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 11,849 shares; 2025Q1: 11,565 shares; 2025Q2: 11,442 shares; 2025Q3: 11,343 shares 11,343 $2.96M 0.02% -99 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,794 shares; 2025Q1: 2,680 shares; 2025Q2: 2,604 shares; 2025Q3: 2,536 shares 2,536 $2.96M 0.02% -68 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 16,798 shares; 2025Q1: 23,874 shares; 2025Q2: 22,220 shares; 2025Q3: 25,798 shares 25,798 $2.94M 0.02% +3,578 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,061 shares; 2024Q4: 6,999 shares; 2025Q1: 6,933 shares; 2025Q2: 12,235 shares; 2025Q3: 13,754 shares 13,754 $2.92M 0.02% +1,519 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,000 shares; 2024Q4: 64,351 shares; 2025Q1: 64,638 shares; 2025Q2: 64,638 shares; 2025Q3: 64,638 shares 64,638 $2.9M 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 5,197 shares; 2025Q1: 9,616 shares; 2025Q2: 9,898 shares; 2025Q3: 9,596 shares 9,596 $2.88M 0.02% -302 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,626 shares; 2024Q4: 125,762 shares; 2025Q1: 229,664 shares; 2025Q2: 236,284 shares; 2025Q3: 112,934 shares 112,934 $2.88M 0.02% -123,350 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,451 shares; 2024Q4: 5,442 shares; 2025Q1: 5,200 shares; 2025Q2: 11,246 shares; 2025Q3: 6,019 shares 6,019 $2.87M 0.02% -5,227 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,465 shares; 2024Q4: 4,337 shares; 2025Q1: 8,830 shares; 2025Q2: 9,252 shares; 2025Q3: 4,699 shares 4,699 $2.86M 0.01% -4,553 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,994 shares; 2025Q1: 1,994 shares; 2025Q2: 2,210 shares; 2025Q3: 12,227 shares 12,227 $2.81M 0.01% +10,017 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,914 shares; 2024Q4: 17,067 shares; 2025Q1: 18,359 shares; 2025Q2: 18,395 shares; 2025Q3: 16,677 shares 16,677 $2.79M 0.01% -1,718 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,260 shares; 2024Q4: 36,021 shares; 2025Q1: 36,021 shares; 2025Q2: 64,938 shares; 2025Q3: 64,938 shares 64,938 $2.78M 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,337 shares; 2024Q4: 3,979 shares; 2025Q1: 4,058 shares; 2025Q2: 4,104 shares; 2025Q3: 4,315 shares 4,315 $2.76M 0.01% +211 Timeline JQUA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,123 shares; 2024Q4: 41,959 shares; 2025Q1: 39,849 shares; 2025Q2: 43,845 shares; 2025Q3: 42,930 shares 42,930 $2.7M 0.01% -915 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,626 shares; 2024Q4: 24,138 shares; 2025Q1: 22,761 shares; 2025Q2: 22,729 shares; 2025Q3: 21,666 shares 21,666 $2.68M 0.01% -1,063 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,517 shares; 2024Q4: 23,561 shares; 2025Q1: 59,238 shares; 2025Q2: 45,622 shares; 2025Q3: 46,534 shares 46,534 $2.65M 0.01% +912 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,132 shares; 2024Q4: 14,677 shares; 2025Q1: 7,463 shares; 2025Q2: 7,584 shares; 2025Q3: 17,788 shares 17,788 $2.64M 0.01% +10,204 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,377 shares; 2024Q4: 29,687 shares; 2025Q1: 27,575 shares; 2025Q2: 54,887 shares; 2025Q3: 53,734 shares 53,734 $2.64M 0.01% -1,153 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,307 shares; 2024Q4: 9,822 shares; 2025Q1: 9,299 shares; 2025Q2: 9,335 shares; 2025Q3: 8,895 shares 8,895 $2.61M 0.01% -440 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,789 shares; 2024Q4: 70,617 shares; 2025Q1: 70,951 shares; 2025Q2: 70,954 shares; 2025Q3: 70,873 shares 70,873 $2.61M 0.01% -81 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,745 shares; 2024Q4: 9,987 shares; 2025Q1: 7,971 shares; 2025Q2: 10,901 shares; 2025Q3: 9,577 shares 9,577 $2.6M 0.01% -1,324 Timeline WDIV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,385 shares; 2025Q1: 35,593 shares; 2025Q2: 35,593 shares; 2025Q3: 35,593 shares 35,593 $2.59M 0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,045 shares; 2024Q4: 57,674 shares; 2025Q1: 58,223 shares; 2025Q2: 58,301 shares; 2025Q3: 58,223 shares 58,223 $2.56M 0.01% -78 Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,042 shares; 2024Q4: 78,172 shares; 2025Q1: 78,281 shares; 2025Q2: 79,585 shares; 2025Q3: 79,703 shares 79,703 $2.54M 0.01% +118 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,189 shares; 2025Q1: 92,956 shares; 2025Q2: 96,821 shares; 2025Q3: 111,216 shares 111,216 $2.5M 0.01% +14,395 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,708 shares; 2024Q4: 118,805 shares; 2025Q1: 119,061 shares; 2025Q2: 107,979 shares; 2025Q3: 81,792 shares 81,792 $2.5M 0.01% -26,187 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 5,163 shares; 2025Q1: 9,726 shares; 2025Q2: 15,203 shares; 2025Q3: 21,766 shares 21,766 $2.48M 0.01% +6,563 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,429 shares; 2024Q4: 35,336 shares; 2025Q1: 84,382 shares; 2025Q2: 79,284 shares; 2025Q3: 79,244 shares 79,244 $2.48M 0.01% -40 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,025 shares; 2024Q4: 26,682 shares; 2025Q1: 27,033 shares; 2025Q2: 27,108 shares; 2025Q3: 27,050 shares 27,050 $2.47M 0.01% -58 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,117 shares; 2024Q4: 29,631 shares; 2025Q1: 28,604 shares; 2025Q2: 29,489 shares; 2025Q3: 17,694 shares 17,694 $2.46M 0.01% -11,795 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,170 shares; 2024Q4: 63,196 shares; 2025Q1: 62,926 shares; 2025Q2: 63,082 shares; 2025Q3: 59,528 shares 59,528 $2.44M 0.01% -3,554 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,261 shares; 2024Q4: 32,748 shares; 2025Q1: 33,246 shares; 2025Q2: 32,687 shares; 2025Q3: 35,144 shares 35,144 $2.39M 0.01% +2,457 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,098 shares; 2024Q4: 96,722 shares; 2025Q1: 96,729 shares; 2025Q2: 96,670 shares; 2025Q3: 96,657 shares 96,657 $2.39M 0.01% -13 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,420 shares; 2025Q3: 31,203 shares 31,203 $2.38M 0.01% +5,783 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,993 shares; 2024Q4: 38,539 shares; 2025Q1: 38,439 shares; 2025Q2: 38,439 shares; 2025Q3: 38,674 shares 38,674 $2.37M 0.01% +235 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,610 shares; 2024Q4: 47,282 shares; 2025Q1: 48,598 shares; 2025Q2: 42,431 shares; 2025Q3: 42,576 shares 42,576 $2.36M 0.01% +145 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,517 shares; 2024Q4: 12,721 shares; 2025Q1: 24,044 shares; 2025Q2: 24,002 shares; 2025Q3: 18,142 shares 18,142 $2.34M 0.01% -5,860 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,856 shares; 2025Q1: 52,813 shares; 2025Q2: 45,334 shares; 2025Q3: 45,531 shares 45,531 $2.31M 0.01% +197 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,723 shares; 2024Q4: 11,044 shares; 2025Q1: 9,527 shares; 2025Q2: 9,689 shares; 2025Q3: 14,080 shares 14,080 $2.28M 0.01% +4,391 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 4,209 shares; 2025Q1: 7,574 shares; 2025Q2: 7,474 shares; 2025Q3: 7,294 shares 7,294 $2.26M 0.01% -180 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,607 shares; 2024Q4: 5,607 shares; 2025Q1: 14,832 shares; 2025Q2: 18,950 shares; 2025Q3: 18,958 shares 18,958 $2.25M 0.01% +8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,734 shares; 2024Q4: 14,959 shares; 2025Q1: 16,298 shares; 2025Q2: 16,330 shares; 2025Q3: 18,538 shares 18,538 $2.23M 0.01% +2,208 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,041 shares; 2024Q4: 12,813 shares; 2025Q1: 21,388 shares; 2025Q2: 20,596 shares; 2025Q3: 9,220 shares 9,220 $2.21M 0.01% -11,376 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,226 shares; 2024Q4: 61,246 shares; 2025Q1: 56,869 shares; 2025Q2: 54,049 shares; 2025Q3: 49,485 shares 49,485 $2.19M 0.01% -4,564 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,128 shares; 2024Q4: 9,282 shares; 2025Q1: 22,108 shares; 2025Q2: 21,660 shares; 2025Q3: 21,590 shares 21,590 $2.16M 0.01% -70 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,669 shares; 2024Q4: 8,341 shares; 2025Q1: 8,228 shares; 2025Q2: 8,216 shares; 2025Q3: 7,599 shares 7,599 $2.14M 0.01% -617 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,310 shares; 2024Q4: 39,725 shares; 2025Q1: 39,736 shares; 2025Q2: 40,562 shares; 2025Q3: 40,962 shares 40,962 $2.14M 0.01% +400 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,502 shares; 2024Q4: 50,405 shares; 2025Q1: 30,870 shares; 2025Q2: 25,095 shares; 2025Q3: 23,964 shares 23,964 $2.14M 0.01% -1,131 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,982 shares; 2024Q4: 105,273 shares; 2025Q1: 103,235 shares; 2025Q2: 99,179 shares; 2025Q3: 90,753 shares 90,753 $2.13M 0.01% -8,426 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,771 shares; 2024Q4: 9,562 shares; 2025Q1: 9,613 shares; 2025Q2: 9,204 shares; 2025Q3: 9,422 shares 9,422 $2.13M 0.01% +218 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,005 shares; 2024Q4: 29,753 shares; 2025Q1: 29,144 shares; 2025Q2: 25,982 shares; 2025Q3: 25,342 shares 25,342 $2.12M 0.01% -640 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 4,069 shares; 2025Q1: 9,538 shares; 2025Q2: 8,597 shares; 2025Q3: 16,758 shares 16,758 $2.11M 0.01% +8,161 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,955 shares; 2024Q4: 20,223 shares; 2025Q1: 22,653 shares; 2025Q2: 22,955 shares; 2025Q3: 22,234 shares 22,234 $2.11M 0.01% -721 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,224 shares; 2025Q1: 13,640 shares; 2025Q2: 14,518 shares; 2025Q3: 14,455 shares 14,455 $2.11M 0.01% -63 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,271 shares; 2024Q4: 6,271 shares; 2025Q1: 20,331 shares; 2025Q2: 20,331 shares; 2025Q3: 31,343 shares 31,343 $2.09M 0.01% +11,012 Timeline GBTG GLOBAL BUSINESS TRAVEL GROUP More: the full row for GLOBAL BUSINESS TRAVEL GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 258,588 shares; 2025Q2: 258,588 shares; 2025Q3: 258,593 shares 258,593 $2.09M 0.01% +5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,653 shares; 2024Q4: 40,360 shares; 2025Q1: 34,383 shares; 2025Q2: 31,308 shares; 2025Q3: 27,389 shares 27,389 $2.07M 0.01% -3,919 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 2,961 shares; 2025Q1: 7,562 shares; 2025Q2: 7,808 shares; 2025Q3: 4,105 shares 4,105 $2.05M 0.01% -3,703 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,374 shares; 2024Q4: 398,374 shares; 2025Q1: 398,374 shares; 2025Q2: 479,518 shares; 2025Q3: 479,518 shares 479,518 $2.03M 0.01% 0 Timeline RDIV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,000 shares; 2024Q4: 38,403 shares; 2025Q1: 38,796 shares; 2025Q2: 38,796 shares; 2025Q3: 38,796 shares 38,796 $2.02M 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,819 shares; 2024Q4: 3,577 shares; 2025Q1: 45,933 shares; 2025Q2: 46,469 shares; 2025Q3: 25,972 shares 25,972 $1.99M 0.01% -20,497 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,221 shares; 2024Q4: 53,828 shares; 2025Q1: 54,413 shares; 2025Q2: 32,873 shares; 2025Q3: 32,566 shares 32,566 $1.97M 0.01% -307 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,072 shares; 2024Q4: 12,319 shares; 2025Q1: 11,870 shares; 2025Q2: 12,701 shares; 2025Q3: 11,786 shares 11,786 $1.96M 0.01% -915 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,242 shares; 2024Q4: 12,899 shares; 2025Q1: 25,238 shares; 2025Q2: 25,538 shares; 2025Q3: 24,116 shares 24,116 $1.93M 0.01% -1,422 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,566 shares; 2024Q4: 7,898 shares; 2025Q1: 8,324 shares; 2025Q2: 9,532 shares; 2025Q3: 7,987 shares 7,987 $1.89M 0.01% -1,545 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,323 shares; 2024Q4: 6,185 shares; 2025Q1: 11,942 shares; 2025Q2: 9,626 shares; 2025Q3: 9,374 shares 9,374 $1.87M 0.01% -252 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193,045 shares; 2025Q3: 226,486 shares 226,486 $1.86M 0.01% +33,441 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 1,518 shares; 2025Q1: 3,036 shares; 2025Q2: 3,036 shares; 2025Q3: 1,509 shares 1,509 $1.85M 0.01% -1,527 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,373 shares; 2025Q1: 7,273 shares; 2025Q2: 32,201 shares; 2025Q3: 32,232 shares 32,232 $1.84M 0.01% +31 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,580 shares; 2024Q4: 70,740 shares; 2025Q1: 70,740 shares; 2025Q2: 70,740 shares; 2025Q3: 70,740 shares 70,740 $1.82M 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,335 shares; 2024Q4: 15,364 shares; 2025Q1: 15,411 shares; 2025Q2: 16,258 shares; 2025Q3: 15,890 shares 15,890 $1.79M 0.01% -368 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,429 shares; 2024Q4: 11,020 shares; 2025Q1: 11,059 shares; 2025Q2: 11,144 shares; 2025Q3: 11,435 shares 11,435 $1.77M 0.01% +291 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,097 shares; 2025Q1: 34,509 shares; 2025Q2: 18,679 shares; 2025Q3: 56,158 shares 56,158 $1.77M 0.01% +37,479 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,135 shares; 2024Q4: 35,891 shares; 2025Q1: 37,974 shares; 2025Q2: 39,267 shares; 2025Q3: 39,215 shares 39,215 $1.75M 0.01% -52 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,258 shares; 2025Q1: 2,260 shares; 2025Q2: 2,281 shares; 2025Q3: 1,901 shares 1,901 $1.75M 0.01% -380 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 5,588 shares; 2025Q1: 5,484 shares; 2025Q2: 6,583 shares; 2025Q3: 6,256 shares 6,256 $1.75M 0.01% -327 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,345 shares; 2025Q1: 34,788 shares; 2025Q2: 34,754 shares; 2025Q3: 13,026 shares 13,026 $1.74M 0.01% -21,728 Timeline AUID AUTHID INC More: the full row for AUTHID INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,867 shares; 2024Q4: 29,867 shares; 2025Q1: 542,693 shares; 2025Q2: 542,759 shares; 2025Q3: 542,759 shares 542,759 $1.73M 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,596 shares; 2024Q4: 14,740 shares; 2025Q1: 14,850 shares; 2025Q2: 15,989 shares; 2025Q3: 15,691 shares 15,691 $1.71M 0.01% -298 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,112 shares; 2024Q4: 5,619 shares; 2025Q1: 9,350 shares; 2025Q2: 6,137 shares; 2025Q3: 2,984 shares 2,984 $1.68M 0.01% -3,153 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,012 shares; 2024Q4: 18,964 shares; 2025Q1: 18,964 shares; 2025Q2: 18,418 shares; 2025Q3: 18,693 shares 18,693 $1.67M 0.01% +275 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,675 shares; 2025Q1: 77,746 shares; 2025Q2: 72,632 shares; 2025Q3: 72,727 shares 72,727 $1.67M 0.01% +95 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,832 shares; 2025Q1: 17,832 shares; 2025Q2: 34,558 shares; 2025Q3: 34,558 shares 34,558 $1.67M 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 4,881 shares; 2025Q1: 10,110 shares; 2025Q2: 11,030 shares; 2025Q3: 4,795 shares 4,795 $1.66M 0.01% -6,235 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,810 shares; 2025Q1: 20,543 shares; 2025Q2: 19,727 shares; 2025Q3: 19,815 shares 19,815 $1.65M 0.01% +88 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,399 shares; 2024Q4: 5,414 shares; 2025Q1: 5,430 shares; 2025Q2: 5,446 shares; 2025Q3: 5,461 shares 5,461 $1.65M 0.01% +15 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 994 shares; 2025Q1: 1,008 shares; 2025Q2: 3,951 shares; 2025Q3: 5,045 shares 5,045 $1.65M 0.01% +1,094 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 5,949 shares; 2025Q1: 12,332 shares; 2025Q2: 4,184 shares; 2025Q3: 8,786 shares 8,786 $1.64M 0.01% +4,602 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,888 shares; 2024Q4: 12,875 shares; 2025Q1: 25,884 shares; 2025Q2: 27,092 shares; 2025Q3: 29,388 shares 29,388 $1.63M 0.01% +2,296 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,380 shares; 2024Q4: 77,434 shares; 2025Q1: 77,466 shares; 2025Q2: 76,950 shares; 2025Q3: 15,064 shares 15,064 $1.61M 0.01% -61,886 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,570 shares; 2024Q4: 37,093 shares; 2025Q1: 33,941 shares; 2025Q2: 35,361 shares; 2025Q3: 32,972 shares 32,972 $1.61M 0.01% -2,389 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,369 shares; 2024Q4: 9,399 shares; 2025Q1: 9,413 shares; 2025Q2: 9,504 shares; 2025Q3: 9,388 shares 9,388 $1.6M 0.01% -116 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,185 shares; 2024Q4: 6,592 shares; 2025Q1: 6,592 shares; 2025Q2: 6,592 shares; 2025Q3: 6,592 shares 6,592 $1.6M 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,067 shares; 2024Q4: 52,079 shares; 2025Q1: 21,752 shares; 2025Q2: 22,224 shares; 2025Q3: 21,760 shares 21,760 $1.59M 0.01% -464 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,913 shares; 2024Q4: 13,099 shares; 2025Q1: 12,555 shares; 2025Q2: 12,732 shares; 2025Q3: 12,456 shares 12,456 $1.58M 0.01% -276 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,209 shares; 2025Q1: 3,304 shares; 2025Q2: 3,586 shares; 2025Q3: 3,301 shares 3,301 $1.57M 0.01% -285 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,797 shares; 2024Q4: 58,029 shares; 2025Q1: 117,282 shares; 2025Q2: 56,567 shares; 2025Q3: 46,714 shares 46,714 $1.57M 0.01% -9,853 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,297 shares; 2024Q4: 9,802 shares; 2025Q1: 8,412 shares; 2025Q2: 8,754 shares; 2025Q3: 7,639 shares 7,639 $1.56M 0.01% -1,115 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,235 shares; 2025Q1: 95,223 shares; 2025Q2: 127,095 shares; 2025Q3: 108,200 shares 108,200 $1.56M 0.01% -18,895 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,650 shares; 2024Q4: 51,328 shares; 2025Q1: 51,658 shares; 2025Q2: 51,658 shares; 2025Q3: 51,658 shares 51,658 $1.53M 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 6,262 shares; 2025Q1: 6,263 shares; 2025Q2: 6,263 shares; 2025Q3: 13,768 shares 13,768 $1.52M 0.01% +7,505 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,206 shares; 2024Q4: 4,605 shares; 2025Q1: 4,315 shares; 2025Q2: 4,808 shares; 2025Q3: 9,988 shares 9,988 $1.52M 0.01% +5,180 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,690 shares; 2024Q4: 4,541 shares; 2025Q1: 4,787 shares; 2025Q2: 4,674 shares; 2025Q3: 7,610 shares 7,610 $1.51M 0.01% +2,936 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,899 shares; 2024Q4: 6,614 shares; 2025Q1: 6,836 shares; 2025Q2: 6,865 shares; 2025Q3: 6,824 shares 6,824 $1.51M 0.01% -41 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,525 shares; 2024Q4: 13,490 shares; 2025Q1: 13,490 shares; 2025Q2: 9,425 shares; 2025Q3: 8,800 shares 8,800 $1.46M 0.01% -625 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,157 shares; 2024Q4: 7,474 shares; 2025Q1: 15,768 shares; 2025Q2: 14,730 shares; 2025Q3: 6,881 shares 6,881 $1.45M 0.01% -7,849 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,665 shares; 2024Q4: 8,579 shares; 2025Q1: 8,700 shares; 2025Q2: 8,768 shares; 2025Q3: 8,678 shares 8,678 $1.45M 0.01% -90 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,835 shares; 2024Q4: 57,532 shares; 2025Q1: 55,473 shares; 2025Q2: 55,472 shares; 2025Q3: 59,085 shares 59,085 $1.44M 0.01% +3,613 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,788 shares; 2024Q4: 29,109 shares; 2025Q1: 29,005 shares; 2025Q2: 30,503 shares; 2025Q3: 31,938 shares 31,938 $1.44M 0.01% +1,435 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,465 shares; 2024Q4: 19,603 shares; 2025Q1: 19,178 shares; 2025Q2: 19,669 shares; 2025Q3: 18,675 shares 18,675 $1.42M 0.01% -994 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,939 shares; 2024Q4: 11,988 shares; 2025Q1: 12,004 shares; 2025Q2: 12,019 shares; 2025Q3: 12,035 shares 12,035 $1.41M 0.01% +16 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,726 shares; 2024Q4: 32,943 shares; 2025Q1: 30,294 shares; 2025Q2: 25,363 shares; 2025Q3: 21,959 shares 21,959 $1.39M 0.01% -3,404 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,532 shares; 2025Q1: 5,601 shares; 2025Q2: 6,176 shares; 2025Q3: 6,614 shares 6,614 $1.38M 0.01% +438 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 6,582 shares; 2025Q1: 6,019 shares; 2025Q2: 6,238 shares; 2025Q3: 5,578 shares 5,578 $1.38M 0.01% -660 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 5,669 shares; 2025Q1: 11,546 shares; 2025Q2: 14,754 shares; 2025Q3: 8,214 shares 8,214 $1.37M 0.01% -6,540 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,518 shares; 2024Q4: 15,397 shares; 2025Q1: 14,916 shares; 2025Q2: 17,082 shares; 2025Q3: 21,911 shares 21,911 $1.37M 0.01% +4,829 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,277 shares; 2025Q1: 2,065 shares; 2025Q2: 2,348 shares; 2025Q3: 2,000 shares 2,000 $1.37M 0.01% -348 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,916 shares; 2025Q1: 2,334 shares; 2025Q2: 2,409 shares; 2025Q3: 2,766 shares 2,766 $1.36M 0.01% +357 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 6,291 shares; 2025Q1: 5,847 shares; 2025Q2: 5,310 shares; 2025Q3: 4,875 shares 4,875 $1.34M 0.01% -435 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 3,741 shares; 2025Q1: 3,756 shares; 2025Q2: 3,371 shares; 2025Q3: 4,698 shares 4,698 $1.33M 0.01% +1,327 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,174 shares; 2024Q4: 47,097 shares; 2025Q1: 44,601 shares; 2025Q2: 45,425 shares; 2025Q3: 45,354 shares 45,354 $1.32M 0.01% -71 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,415 shares; 2024Q4: 95,415 shares; 2025Q1: 95,415 shares; 2025Q2: 95,415 shares; 2025Q3: 95,415 shares 95,415 $1.31M 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,249 shares; 2024Q4: 5,072 shares; 2025Q1: 4,218 shares; 2025Q2: 3,999 shares; 2025Q3: 5,284 shares 5,284 $1.3M 0.01% +1,285 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 10,385 shares; 2025Q1: 21,000 shares; 2025Q2: 21,008 shares; 2025Q3: 21,016 shares 21,016 $1.3M 0.01% +8 Timeline JSCP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,645 shares 26,645 $1.27M 0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,605 shares; 2024Q4: 22,611 shares; 2025Q1: 22,658 shares; 2025Q2: 26,532 shares; 2025Q3: 26,540 shares 26,540 $1.26M 0.01% +8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,265 shares; 2024Q4: 6,034 shares; 2025Q1: 5,937 shares; 2025Q2: 5,899 shares; 2025Q3: 5,244 shares 5,244 $1.26M 0.01% -655 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,055 shares; 2024Q4: 3,805 shares; 2025Q1: 3,879 shares; 2025Q2: 4,163 shares; 2025Q3: 3,538 shares 3,538 $1.25M 0.01% -625 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 17,024 shares; 2025Q1: 18,024 shares; 2025Q2: 18,115 shares; 2025Q3: 18,606 shares 18,606 $1.22M 0.01% +491 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,910 shares; 2024Q4: 16,900 shares; 2025Q1: 34,308 shares; 2025Q2: 36,456 shares; 2025Q3: 17,415 shares 17,415 $1.21M 0.01% -19,041 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,032 shares; 2024Q4: 64,728 shares; 2025Q1: 64,899 shares; 2025Q2: 60,672 shares; 2025Q3: 38,589 shares 38,589 $1.21M 0.01% -22,083 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 4,601 shares; 2025Q1: 9,202 shares; 2025Q2: 8,912 shares; 2025Q3: 14,932 shares 14,932 $1.21M 0.01% +6,020 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,270 shares; 2025Q1: 3,187 shares; 2025Q2: 11,233 shares; 2025Q3: 10,897 shares 10,897 $1.21M 0.01% -336 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,483 shares; 2024Q4: 10,730 shares; 2025Q1: 10,848 shares; 2025Q2: 11,116 shares; 2025Q3: 10,822 shares 10,822 $1.21M 0.01% -294 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,291 shares; 2025Q1: 1,225 shares; 2025Q2: 1,056 shares; 2025Q3: 803 shares 803 $1.2M 0.01% -253 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,314 shares; 2024Q4: 15,931 shares; 2025Q1: 16,718 shares; 2025Q2: 17,461 shares; 2025Q3: 16,542 shares 16,542 $1.18M 0.01% -919 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 6,934 shares; 2025Q1: 6,571 shares; 2025Q2: 6,685 shares; 2025Q3: 7,643 shares 7,643 $1.18M 0.01% +958 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,112 shares; 2024Q4: 63,339 shares; 2025Q1: 10,695 shares; 2025Q2: 13,150 shares; 2025Q3: 10,246 shares 10,246 $1.18M 0.01% -2,904 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 757 shares; 2025Q1: 1,792 shares; 2025Q2: 2,228 shares; 2025Q3: 1,231 shares 1,231 $1.18M 0.01% -997 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,212 shares; 2024Q4: 9,753 shares; 2025Q1: 11,838 shares; 2025Q2: 8,627 shares; 2025Q3: 6,887 shares 6,887 $1.17M 0.01% -1,740 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,543 shares; 2024Q4: 38,204 shares; 2025Q1: 39,444 shares; 2025Q2: 36,944 shares; 2025Q3: 38,647 shares 38,647 $1.17M 0.01% +1,703 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 6,639 shares; 2025Q1: 6,343 shares; 2025Q2: 6,624 shares; 2025Q3: 5,808 shares 5,808 $1.17M 0.01% -816 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,096 shares; 2024Q4: 33,603 shares; 2025Q1: 30,633 shares; 2025Q2: 27,673 shares; 2025Q3: 25,467 shares 25,467 $1.16M 0.01% -2,206 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,509 shares; 2024Q4: 28,679 shares; 2025Q1: 59,144 shares; 2025Q2: 58,162 shares; 2025Q3: 25,719 shares 25,719 $1.16M 0.01% -32,443 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,494 shares; 2024Q4: 15,962 shares; 2025Q1: 16,550 shares; 2025Q2: 18,278 shares; 2025Q3: 15,370 shares 15,370 $1.16M 0.01% -2,908 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,074 shares; 2024Q4: 12,843 shares; 2025Q1: 30,424 shares; 2025Q2: 25,654 shares; 2025Q3: 26,720 shares 26,720 $1.15M 0.01% +1,066 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,355 shares; 2024Q4: 17,647 shares; 2025Q1: 36,080 shares; 2025Q2: 37,940 shares; 2025Q3: 18,820 shares 18,820 $1.14M 0.01% -19,120 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,168 shares; 2025Q1: 16,168 shares; 2025Q2: 34,493 shares; 2025Q3: 34,493 shares 34,493 $1.13M 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,259 shares; 2024Q4: 40,809 shares; 2025Q1: 18,445 shares; 2025Q2: 16,368 shares; 2025Q3: 13,163 shares 13,163 $1.12M 0.01% -3,205 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,421 shares; 2025Q1: 12,935 shares; 2025Q2: 12,800 shares; 2025Q3: 12,180 shares 12,180 $1.12M 0.01% -620 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,483 shares; 2024Q4: 11,525 shares; 2025Q1: 22,376 shares; 2025Q2: 23,604 shares; 2025Q3: 11,072 shares 11,072 $1.11M 0.01% -12,532 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,874 shares; 2025Q3: 8,570 shares 8,570 $1.1M 0.01% +696 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,199 shares; 2025Q3: 7,636 shares 7,636 $1.09M 0.01% +4,437 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 8,547 shares; 2025Q1: 14,507 shares; 2025Q2: 13,421 shares; 2025Q3: 10,702 shares 10,702 $1.09M 0.01% -2,719 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,826 shares; 2025Q1: 11,929 shares; 2025Q2: 11,871 shares; 2025Q3: 11,755 shares 11,755 $1.09M 0.01% -116 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,024 shares; 2024Q4: 4,219 shares; 2025Q1: 4,246 shares; 2025Q2: 4,259 shares; 2025Q3: 4,182 shares 4,182 $1.09M 0.01% -77 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 1,967 shares; 2025Q1: 4,842 shares; 2025Q2: 3,992 shares; 2025Q3: 4,882 shares 4,882 $1.08M 0.01% +890 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,546 shares; 2024Q4: 6,812 shares; 2025Q1: 6,769 shares; 2025Q2: 6,603 shares; 2025Q3: 6,259 shares 6,259 $1.08M 0.01% -344 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 9,527 shares; 2025Q1: 10,268 shares; 2025Q2: 9,928 shares; 2025Q3: 9,422 shares 9,422 $1.08M 0.01% -506 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 5,278 shares; 2025Q1: 4,621 shares; 2025Q2: 4,772 shares; 2025Q3: 4,578 shares 4,578 $1.08M 0.01% -194 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,959 shares; 2024Q4: 39,139 shares; 2025Q1: 41,219 shares; 2025Q2: 36,860 shares; 2025Q3: 30,442 shares 30,442 $1.08M 0.01% -6,418 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,022 shares; 2024Q4: 7,474 shares; 2025Q1: 7,106 shares; 2025Q2: 7,125 shares; 2025Q3: 5,800 shares 5,800 $1.07M 0.01% -1,325 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,166 shares; 2024Q4: 6,467 shares; 2025Q1: 6,021 shares; 2025Q2: 6,140 shares; 2025Q3: 13,850 shares 13,850 $1.06M 0.01% +7,710 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,259 shares; 2024Q4: 31,174 shares; 2025Q1: 36,528 shares; 2025Q2: 19,987 shares; 2025Q3: 21,488 shares 21,488 $1.06M 0.01% +1,501 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,266 shares; 2024Q4: 21,789 shares; 2025Q1: 21,742 shares; 2025Q2: 12,878 shares; 2025Q3: 23,094 shares 23,094 $1.05M 0.01% +10,216 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,002 shares; 2024Q4: 12,021 shares; 2025Q1: 11,887 shares; 2025Q2: 12,167 shares; 2025Q3: 11,931 shares 11,931 $1.05M 0.01% -236 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,385 shares; 2025Q1: 1,248 shares; 2025Q2: 1,284 shares; 2025Q3: 1,375 shares 1,375 $1.04M 0.01% +91 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,118 shares; 2024Q4: 10,440 shares; 2025Q1: 20,526 shares; 2025Q2: 8,400 shares; 2025Q3: 7,586 shares 7,586 $1.03M 0.01% -814 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,614 shares; 2025Q3: 50,862 shares 50,862 $1.03M 0.01% +22,248 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,407 shares; 2024Q4: 11,064 shares; 2025Q1: 22,128 shares; 2025Q2: 22,128 shares; 2025Q3: 22,128 shares 22,128 $1.03M 0.01% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,898 shares; 2024Q4: 15,772 shares; 2025Q1: 15,858 shares; 2025Q2: 15,534 shares; 2025Q3: 15,427 shares 15,427 $1.02M 0.01% -107 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,262 shares; 2024Q4: 60,527 shares; 2025Q1: 72,119 shares; 2025Q2: 71,585 shares; 2025Q3: 76,138 shares 76,138 $1.02M 0.01% +4,553 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 2,078 shares; 2025Q1: 2,153 shares; 2025Q2: 2,143 shares; 2025Q3: 2,066 shares 2,066 $1.02M 0.01% -77 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,092 shares; 2025Q3: 103,380 shares 103,380 $1.01M 0.01% +56,288 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,126 shares; 2024Q4: 26,031 shares; 2025Q1: 29,946 shares; 2025Q2: 12,373 shares; 2025Q3: 10,290 shares 10,290 $1.01M 0.01% -2,083 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,424 shares; 2024Q4: 3,417 shares; 2025Q1: 3,417 shares; 2025Q2: 3,417 shares; 2025Q3: 3,417 shares 3,417 $1.01M 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,738 shares; 2024Q4: 7,601 shares; 2025Q1: 7,645 shares; 2025Q2: 7,562 shares; 2025Q3: 10,130 shares 10,130 $998K 0.01% +2,568 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,633 shares; 2024Q4: 33,689 shares; 2025Q1: 29,903 shares; 2025Q2: 26,563 shares; 2025Q3: 20,005 shares 20,005 $989K 0.01% -6,558 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,368 shares; 2025Q1: 8,618 shares; 2025Q2: 9,046 shares; 2025Q3: 3,141 shares 3,141 $985K 0.01% -5,905 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,709 shares; 2025Q3: 12,169 shares 12,169 $976K 0.01% +2,460 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,871 shares; 2024Q4: 7,606 shares; 2025Q1: 7,606 shares; 2025Q2: 7,606 shares; 2025Q3: 7,176 shares 7,176 $973K 0.01% -430 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,746 shares; 2025Q1: 5,406 shares; 2025Q2: 5,240 shares; 2025Q3: 2,765 shares 2,765 $967K 0.01% -2,475 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,908 shares; 2025Q1: 36,908 shares; 2025Q2: 39,904 shares; 2025Q3: 39,908 shares 39,908 $952K <0.01% +4 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 2,486 shares; 2025Q1: 2,444 shares; 2025Q2: 2,873 shares; 2025Q3: 2,244 shares 2,244 $947K <0.01% -629 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,927 shares; 2024Q4: 28,948 shares; 2025Q1: 60,840 shares; 2025Q2: 29,135 shares; 2025Q3: 26,578 shares 26,578 $944K <0.01% -2,557 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,614 shares; 2024Q4: 7,783 shares; 2025Q1: 7,527 shares; 2025Q2: 5,253 shares; 2025Q3: 5,008 shares 5,008 $937K <0.01% -245 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 720 shares; 2025Q1: 683 shares; 2025Q2: 10,282 shares; 2025Q3: 8,657 shares 8,657 $933K <0.01% -1,625 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,544 shares; 2025Q2: 3,264 shares; 2025Q3: 9,203 shares 9,203 $927K <0.01% +5,939 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,083 shares; 2024Q4: 11,840 shares; 2025Q1: 11,026 shares; 2025Q2: 6,921 shares; 2025Q3: 6,361 shares 6,361 $918K <0.01% -560 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,161 shares; 2024Q4: 12,505 shares; 2025Q1: 11,725 shares; 2025Q2: 12,330 shares; 2025Q3: 8,896 shares 8,896 $913K <0.01% -3,434 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,254 shares; 2025Q1: 18,688 shares; 2025Q2: 11,128 shares; 2025Q3: 13,768 shares 13,768 $912K <0.01% +2,640 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,594 shares; 2024Q4: 6,938 shares; 2025Q1: 6,273 shares; 2025Q2: 5,065 shares; 2025Q3: 4,719 shares 4,719 $910K <0.01% -346 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,894 shares; 2025Q1: 3,931 shares; 2025Q2: 4,212 shares; 2025Q3: 3,830 shares 3,830 $904K <0.01% -382 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 351 shares; 2025Q1: 350 shares; 2025Q2: 430 shares; 2025Q3: 386 shares 386 $902K <0.01% -44 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,506 shares; 2024Q4: 9,627 shares; 2025Q1: 8,746 shares; 2025Q2: 8,256 shares; 2025Q3: 7,474 shares 7,474 $896K <0.01% -782 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,569 shares; 2024Q4: 9,749 shares; 2025Q1: 10,379 shares; 2025Q2: 8,556 shares; 2025Q3: 11,496 shares 11,496 $894K <0.01% +2,940 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,271 shares; 2024Q4: 9,043 shares; 2025Q1: 8,501 shares; 2025Q2: 8,142 shares; 2025Q3: 7,898 shares 7,898 $880K <0.01% -244 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,047 shares; 2025Q1: 19,047 shares; 2025Q2: 27,340 shares; 2025Q3: 27,343 shares 27,343 $871K <0.01% +3 Timeline JCPB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,688 shares; 2024Q4: 22,027 shares; 2025Q1: 23,545 shares; 2025Q2: 20,073 shares; 2025Q3: 18,271 shares 18,271 $869K <0.01% -1,802 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 9,215 shares; 2025Q1: 22,270 shares; 2025Q2: 10,170 shares; 2025Q3: 8,858 shares 8,858 $860K <0.01% -1,312 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 7,347 shares; 2025Q1: 7,331 shares; 2025Q2: 7,231 shares; 2025Q3: 6,986 shares 6,986 $855K <0.01% -245 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 861 shares; 2025Q1: 1,446 shares; 2025Q2: 3,198 shares; 2025Q3: 2,955 shares 2,955 $854K <0.01% -243 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,063 shares; 2024Q4: 4,301 shares; 2025Q1: 3,752 shares; 2025Q2: 3,928 shares; 2025Q3: 3,965 shares 3,965 $851K <0.01% +37 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 4,081 shares; 2025Q1: 8,984 shares; 2025Q2: 9,286 shares; 2025Q3: 4,135 shares 4,135 $849K <0.01% -5,151 Timeline RWJ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,550 shares 17,550 $848K <0.01% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 17,251 shares; 2025Q1: 17,574 shares; 2025Q2: 25,621 shares; 2025Q3: 24,932 shares 24,932 $829K <0.01% -689 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,453 shares; 2024Q4: 6,511 shares; 2025Q1: 6,363 shares; 2025Q2: 7,141 shares; 2025Q3: 6,684 shares 6,684 $827K <0.01% -457 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,746 shares; 2024Q4: 4,982 shares; 2025Q1: 5,375 shares; 2025Q2: 6,196 shares; 2025Q3: 4,767 shares 4,767 $824K <0.01% -1,429 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,536 shares; 2024Q4: 12,130 shares; 2025Q1: 13,900 shares; 2025Q2: 18,370 shares; 2025Q3: 12,643 shares 12,643 $822K <0.01% -5,727 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,491 shares; 2025Q1: 25,491 shares; 2025Q2: 25,491 shares; 2025Q3: 33,745 shares 33,745 $821K <0.01% +8,254 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,498 shares; 2025Q2: 10,885 shares; 2025Q3: 11,693 shares 11,693 $821K <0.01% +808 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 2,034 shares; 2025Q1: 1,901 shares; 2025Q2: 2,001 shares; 2025Q3: 1,971 shares 1,971 $817K <0.01% -30 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 6,355 shares; 2025Q1: 6,230 shares; 2025Q2: 6,446 shares; 2025Q3: 6,230 shares 6,230 $812K <0.01% -216 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 6,265 shares; 2025Q1: 6,583 shares; 2025Q2: 6,572 shares; 2025Q3: 5,544 shares 5,544 $811K <0.01% -1,028 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,979 shares; 2024Q4: 12,695 shares; 2025Q1: 12,012 shares; 2025Q2: 10,257 shares; 2025Q3: 10,961 shares 10,961 $805K <0.01% +704 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,578 shares; 2024Q4: 11,917 shares; 2025Q1: 12,067 shares; 2025Q2: 11,953 shares; 2025Q3: 11,725 shares 11,725 $792K <0.01% -228 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,911 shares; 2024Q4: 9,542 shares; 2025Q1: 15,578 shares; 2025Q2: 15,230 shares; 2025Q3: 6,707 shares 6,707 $791K <0.01% -8,523 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,266 shares; 2025Q3: 10,330 shares 10,330 $790K <0.01% +2,064 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,499 shares; 2025Q1: 3,579 shares; 2025Q2: 3,360 shares; 2025Q3: 2,810 shares 2,810 $785K <0.01% -550 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 312 shares; 2025Q1: 237 shares; 2025Q2: 215 shares; 2025Q3: 182 shares 182 $781K <0.01% -33 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,087 shares; 2025Q1: 2,050 shares; 2025Q2: 2,230 shares; 2025Q3: 1,564 shares 1,564 $780K <0.01% -666 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,079 shares; 2024Q4: 8,485 shares; 2025Q1: 10,927 shares; 2025Q2: 8,370 shares; 2025Q3: 8,928 shares 8,928 $779K <0.01% +558 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,808 shares; 2024Q4: 11,777 shares; 2025Q1: 9,790 shares; 2025Q2: 9,946 shares; 2025Q3: 9,384 shares 9,384 $773K <0.01% -562 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,574 shares; 2025Q1: 13,574 shares; 2025Q2: 21,474 shares; 2025Q3: 21,476 shares 21,476 $766K <0.01% +2 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,799 shares; 2024Q4: 91,799 shares; 2025Q1: 91,799 shares; 2025Q2: 92,402 shares; 2025Q3: 85,152 shares 85,152 $766K <0.01% -7,250 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,946 shares; 2024Q4: 9,159 shares; 2025Q1: 8,398 shares; 2025Q2: 8,297 shares; 2025Q3: 7,963 shares 7,963 $760K <0.01% -334 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,673 shares; 2024Q4: 5,538 shares; 2025Q1: 6,639 shares; 2025Q2: 6,513 shares; 2025Q3: 4,565 shares 4,565 $751K <0.01% -1,948 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,236 shares; 2024Q4: 30,618 shares; 2025Q1: 30,618 shares; 2025Q2: 27,950 shares; 2025Q3: 17,636 shares 17,636 $749K <0.01% -10,314 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 10,800 shares; 2025Q1: 10,599 shares; 2025Q2: 8,382 shares; 2025Q3: 8,254 shares 8,254 $749K <0.01% -128 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,029 shares; 2025Q1: 2,054 shares; 2025Q2: 2,166 shares; 2025Q3: 1,549 shares 1,549 $748K <0.01% -617 BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 10,994 shares; 2025Q1: 10,901 shares; 2025Q2: 13,341 shares; 2025Q3: 10,842 shares 10,842 $744K <0.01% -2,499 Timeline ZIMVIE INC ZIMVIE INC More: the full row for ZIMVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,071 shares; 2024Q4: 39,064 shares; 2025Q1: 39,064 shares; 2025Q2: 39,064 shares; 2025Q3: 39,064 shares 39,064 $740K <0.01% 0 BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 166 shares; 2025Q1: 186 shares; 2025Q2: 180 shares; 2025Q3: 137 shares 137 $740K <0.01% -43 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,076 shares; 2024Q4: 8,031 shares; 2025Q1: 6,171 shares; 2025Q2: 5,750 shares; 2025Q3: 5,226 shares 5,226 $739K <0.01% -524 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,310 shares; 2024Q4: 25,911 shares; 2025Q1: 46,219 shares; 2025Q2: 19,686 shares; 2025Q3: 13,803 shares 13,803 $736K <0.01% -5,883 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,792 shares; 2025Q1: 1,797 shares; 2025Q2: 1,681 shares; 2025Q3: 1,593 shares 1,593 $728K <0.01% -88 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,524 shares; 2024Q4: 5,498 shares; 2025Q1: 5,588 shares; 2025Q2: 5,950 shares; 2025Q3: 5,856 shares 5,856 $728K <0.01% -94 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,183 shares; 2025Q1: 1,182 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares 1,183 $727K <0.01% 0 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,271 shares; 2024Q4: 34,355 shares; 2025Q1: 34,434 shares; 2025Q2: 36,879 shares; 2025Q3: 36,843 shares 36,843 $726K <0.01% -36 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,533 shares; 2025Q3: 5,324 shares 5,324 $721K <0.01% -209 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,033 shares; 2024Q4: 13,384 shares; 2025Q1: 13,030 shares; 2025Q2: 9,860 shares; 2025Q3: 11,609 shares 11,609 $710K <0.01% +1,749 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,470 shares; 2024Q4: 15,544 shares; 2025Q1: 13,315 shares; 2025Q2: 12,235 shares; 2025Q3: 10,559 shares 10,559 $708K <0.01% -1,676 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,866 shares; 2024Q4: 3,866 shares; 2025Q1: 3,866 shares; 2025Q2: 3,866 shares; 2025Q3: 3,866 shares 3,866 $702K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 7,154 shares; 2025Q1: 7,269 shares; 2025Q2: 8,912 shares; 2025Q3: 9,174 shares 9,174 $697K <0.01% +262 Timeline LDRX RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,769 shares; 2025Q3: 21,769 shares 21,769 $696K <0.01% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,443 shares; 2025Q1: 4,750 shares; 2025Q2: 5,106 shares; 2025Q3: 4,848 shares 4,848 $695K <0.01% -258 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 794 shares; 2025Q1: 806 shares; 2025Q2: 802 shares; 2025Q3: 743 shares 743 $694K <0.01% -59 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,195 shares; 2025Q1: 2,199 shares; 2025Q2: 2,349 shares; 2025Q3: 2,115 shares 2,115 $684K <0.01% -234 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,789 shares; 2025Q3: 12,789 shares 12,789 $681K <0.01% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,002 shares; 2024Q4: 14,001 shares; 2025Q1: 14,001 shares; 2025Q2: 14,001 shares; 2025Q3: 14,528 shares 14,528 $677K <0.01% +527 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,053 shares; 2024Q4: 21,574 shares; 2025Q1: 17,543 shares; 2025Q2: 16,823 shares; 2025Q3: 16,823 shares 16,823 $676K <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,176 shares; 2024Q4: 36,460 shares; 2025Q1: 23,034 shares; 2025Q2: 23,626 shares; 2025Q3: 21,295 shares 21,295 $673K <0.01% -2,331 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,795 shares; 2025Q1: 12,442 shares; 2025Q2: 12,431 shares; 2025Q3: 13,288 shares 13,288 $673K <0.01% +857 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,928 shares; 2024Q4: 14,639 shares; 2025Q1: 14,198 shares; 2025Q2: 14,198 shares; 2025Q3: 13,572 shares 13,572 $671K <0.01% -626 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,350 shares; 2024Q4: 15,995 shares; 2025Q1: 16,322 shares; 2025Q2: 16,359 shares; 2025Q3: 16,806 shares 16,806 $671K <0.01% +447 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 6,822 shares; 2025Q1: 6,817 shares; 2025Q2: 6,912 shares; 2025Q3: 6,716 shares 6,716 $670K <0.01% -196 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,555 shares; 2025Q1: 7,444 shares; 2025Q2: 7,394 shares; 2025Q3: 7,062 shares 7,062 $666K <0.01% -332 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,011 shares; 2025Q1: 17,011 shares; 2025Q2: 20,747 shares; 2025Q3: 20,747 shares 20,747 $665K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 2,668 shares; 2025Q1: 2,571 shares; 2025Q2: 2,639 shares; 2025Q3: 9,928 shares 9,928 $664K <0.01% +7,289 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,975 shares; 2024Q4: 5,956 shares; 2025Q1: 5,956 shares; 2025Q2: 5,956 shares; 2025Q3: 5,956 shares 5,956 $658K <0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,333 shares; 2024Q4: 15,166 shares; 2025Q1: 14,586 shares; 2025Q2: 14,703 shares; 2025Q3: 14,150 shares 14,150 $657K <0.01% -553 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 7,224 shares; 2025Q1: 7,750 shares; 2025Q2: 9,667 shares; 2025Q3: 6,914 shares 6,914 $654K <0.01% -2,753 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,927 shares; 2024Q4: 14,837 shares; 2025Q1: 14,939 shares; 2025Q2: 14,122 shares; 2025Q3: 12,947 shares 12,947 $653K <0.01% -1,175 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,046 shares; 2024Q4: 7,087 shares; 2025Q1: 9,100 shares; 2025Q2: 7,256 shares; 2025Q3: 6,744 shares 6,744 $642K <0.01% -512 Timeline XLRE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,347 shares; 2024Q4: 30,574 shares; 2025Q1: 17,737 shares; 2025Q2: 15,142 shares; 2025Q3: 15,210 shares 15,210 $641K <0.01% +68 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,980 shares; 2024Q4: 14,622 shares; 2025Q1: 11,943 shares; 2025Q2: 12,033 shares; 2025Q3: 10,758 shares 10,758 $638K <0.01% -1,275 MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,993 shares; 2024Q4: 5,934 shares; 2025Q1: 7,612 shares; 2025Q2: 7,803 shares; 2025Q3: 6,531 shares 6,531 $622K <0.01% -1,272 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,290 shares; 2024Q4: 5,290 shares; 2025Q1: 10,580 shares; 2025Q2: 10,538 shares; 2025Q3: 10,538 shares 10,538 $619K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,611 shares; 2024Q4: 3,844 shares; 2025Q1: 3,757 shares; 2025Q2: 2,161 shares; 2025Q3: 2,154 shares 2,154 $618K <0.01% -7 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 1,887 shares; 2025Q1: 1,679 shares; 2025Q2: 1,550 shares; 2025Q3: 1,445 shares 1,445 $610K <0.01% -105 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,148 shares 13,148 $608K <0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,986 shares; 2024Q4: 11,997 shares; 2025Q1: 10,825 shares; 2025Q2: 7,633 shares; 2025Q3: 6,775 shares 6,775 $608K <0.01% -858 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,894 shares; 2024Q4: 8,823 shares; 2025Q1: 8,723 shares; 2025Q2: 7,910 shares; 2025Q3: 7,718 shares 7,718 $605K <0.01% -192 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,973 shares; 2024Q4: 3,068 shares; 2025Q1: 2,984 shares; 2025Q2: 3,249 shares; 2025Q3: 7,200 shares 7,200 $601K <0.01% +3,951 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,037 shares; 2025Q1: 17,983 shares; 2025Q2: 13,166 shares; 2025Q3: 11,678 shares 11,678 $597K <0.01% -1,488 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,227 shares; 2024Q4: 8,893 shares; 2025Q1: 9,993 shares; 2025Q2: 9,121 shares; 2025Q3: 8,860 shares 8,860 $597K <0.01% -261 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: 3,451 shares; 2025Q1: 3,678 shares; 2025Q2: 4,127 shares; 2025Q3: 3,352 shares 3,352 $597K <0.01% -775 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,345 shares; 2025Q1: 9,055 shares; 2025Q2: 9,380 shares; 2025Q3: 9,480 shares 9,480 $594K <0.01% +100 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,322 shares; 2025Q1: 8,260 shares; 2025Q2: 6,988 shares; 2025Q3: 6,637 shares 6,637 $588K <0.01% -351 Timeline IFLN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,498 shares; 2025Q1: 35,498 shares; 2025Q2: 33,174 shares; 2025Q3: 31,269 shares 31,269 $581K <0.01% -1,905 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,446 shares; 2025Q1: 1,219 shares; 2025Q2: 1,310 shares; 2025Q3: 1,162 shares 1,162 $580K <0.01% -148 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,621 shares; 2024Q4: 11,622 shares; 2025Q1: 11,313 shares; 2025Q2: 11,570 shares; 2025Q3: 10,852 shares 10,852 $577K <0.01% -718 Timeline