IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,432,463 shares; 2024Q4: 2,556,471 shares; 2025Q1: 5,183,932 shares; 2025Q2: 5,206,372 shares; 2025Q3: 5,257,772 shares; 2025Q4: 2,663,792 shares 2,663,792 $1.82B 14.52% -2,593,980 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,857,108 shares; 2024Q4: 10,683,889 shares; 2025Q1: 22,514,780 shares; 2025Q2: 22,786,946 shares; 2025Q3: 25,074,822 shares; 2025Q4: 13,581,933 shares 13,581,933 $848M 6.75% -11,492,889 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163,567 shares; 2024Q4: 1,171,516 shares; 2025Q1: 2,351,556 shares; 2025Q2: 2,311,300 shares; 2025Q3: 2,309,620 shares; 2025Q4: 1,156,962 shares 1,156,962 $726M 5.77% -1,152,658 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,196,228 shares; 2024Q4: 7,606,982 shares; 2025Q1: 15,480,038 shares; 2025Q2: 14,821,322 shares; 2025Q3: 14,918,070 shares; 2025Q4: 7,642,952 shares 7,642,952 $504M 4.01% -7,275,118 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599,963 shares; 2024Q4: 4,795,167 shares; 2025Q1: 10,255,788 shares; 2025Q2: 10,438,638 shares; 2025Q3: 11,032,156 shares; 2025Q4: 5,883,288 shares 5,883,288 $444M 3.53% -5,148,868 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119,956 shares; 2024Q4: 15,144,112 shares; 2025Q1: 29,554,836 shares; 2025Q2: 28,982,800 shares; 2025Q3: 28,281,342 shares; 2025Q4: 13,535,721 shares 13,535,721 $371M 2.95% -14,745,621 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,107,356 shares; 2024Q4: 1,146,397 shares; 2025Q1: 2,266,924 shares; 2025Q2: 1,972,304 shares; 2025Q3: 2,009,444 shares; 2025Q4: 987,621 shares 987,621 $331M 2.64% -1,021,823 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601,431 shares; 2024Q4: 586,133 shares; 2025Q1: 568,884 shares; 2025Q2: 433,684 shares; 2025Q3: 441,443 shares; 2025Q4: 446,916 shares 446,916 $305M 2.43% +5,473 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,901,035 shares; 2024Q4: 7,976,206 shares; 2025Q1: 8,319,006 shares; 2025Q2: 7,865,701 shares; 2025Q3: 7,678,851 shares; 2025Q4: 7,522,835 shares 7,522,835 $298M 2.37% -156,016 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,725 shares; 2024Q4: 456,531 shares; 2025Q1: 919,556 shares; 2025Q2: 896,976 shares; 2025Q3: 922,884 shares; 2025Q4: 599,927 shares 599,927 $293M 2.33% -322,957 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,959,791 shares; 2024Q4: 10,198,152 shares; 2025Q1: 20,460,262 shares; 2025Q2: 21,525,356 shares; 2025Q3: 21,589,034 shares; 2025Q4: 10,898,799 shares 10,898,799 $262M 2.09% -10,690,235 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,613,807 shares; 2024Q4: 3,950,485 shares; 2025Q1: 8,336,104 shares; 2025Q2: 8,339,284 shares; 2025Q3: 8,927,078 shares; 2025Q4: 4,710,913 shares 4,710,913 $253M 2.02% -4,216,165 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762,984 shares; 2024Q4: 1,891,540 shares; 2025Q1: 3,883,282 shares; 2025Q2: 3,698,136 shares; 2025Q3: 3,714,872 shares; 2025Q4: 1,901,977 shares 1,901,977 $229M 1.82% -1,812,895 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,283,811 shares; 2024Q4: 4,510,774 shares; 2025Q1: 4,488,866 shares; 2025Q2: 4,340,479 shares; 2025Q3: 4,389,443 shares; 2025Q4: 4,617,814 shares 4,617,814 $215M 1.71% +228,371 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; 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; 2025Q4: 4,191,463 shares 4,191,463 $207M 1.65% -3,396,021 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,127 shares; 2024Q4: 557,214 shares; 2025Q1: 1,119,086 shares; 2025Q2: 1,217,920 shares; 2025Q3: 1,207,860 shares; 2025Q4: 602,087 shares 602,087 $175M 1.39% -605,773 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,788 shares; 2024Q4: 779,659 shares; 2025Q1: 1,583,032 shares; 2025Q2: 1,628,860 shares; 2025Q3: 1,646,332 shares; 2025Q4: 835,091 shares 835,091 $175M 1.39% -811,241 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,626 shares; 2024Q4: 448,843 shares; 2025Q1: 869,418 shares; 2025Q2: 1,096,878 shares; 2025Q3: 1,040,972 shares; 2025Q4: 545,331 shares 545,331 $172M 1.37% -495,641 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,325 shares; 2024Q4: 462,148 shares; 2025Q1: 601,515 shares; 2025Q2: 448,471 shares; 2025Q3: 442,634 shares; 2025Q4: 590,564 shares 590,564 $161M 1.28% +147,930 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,485 shares; 2024Q4: 231,856 shares; 2025Q1: 447,888 shares; 2025Q2: 444,374 shares; 2025Q3: 215,492 shares; 2025Q4: 283,281 shares 283,281 $137M 1.09% +67,789 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628,379 shares; 2024Q4: 1,635,475 shares; 2025Q1: 1,654,265 shares; 2025Q2: 1,718,854 shares; 2025Q3: 1,704,967 shares; 2025Q4: 1,695,058 shares 1,695,058 $114M 0.91% -9,909 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,206 shares; 2024Q4: 176,240 shares; 2025Q1: 184,649 shares; 2025Q2: 182,947 shares; 2025Q3: 182,307 shares; 2025Q4: 352,299 shares 352,299 $111M 0.88% +169,992 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,113 shares; 2024Q4: 375,457 shares; 2025Q1: 748,652 shares; 2025Q2: 801,260 shares; 2025Q3: 793,728 shares; 2025Q4: 398,598 shares 398,598 $103M 0.82% -395,130 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,579 shares; 2024Q4: 296,862 shares; 2025Q1: 288,132 shares; 2025Q2: 233,162 shares; 2025Q3: 230,857 shares; 2025Q4: 273,596 shares 273,596 $96.5M 0.77% +42,739 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931,826 shares; 2024Q4: 996,479 shares; 2025Q1: 2,061,456 shares; 2025Q2: 2,079,868 shares; 2025Q3: 2,204,742 shares; 2025Q4: 1,219,478 shares 1,219,478 $89.7M 0.71% -985,264 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272,371 shares; 2024Q4: 1,217,104 shares; 2025Q1: 1,266,068 shares; 2025Q2: 1,297,463 shares; 2025Q3: 1,457,611 shares; 2025Q4: 1,724,436 shares 1,724,436 $87M 0.69% +266,825 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; 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; 2025Q4: 2,554,612 shares 2,554,612 $83.2M 0.66% -73,246 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,521 shares; 2024Q4: 131,223 shares; 2025Q1: 132,167 shares; 2025Q2: 128,496 shares; 2025Q3: 141,025 shares; 2025Q4: 133,657 shares 133,657 $82.1M 0.65% -7,368 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; 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; 2025Q4: 2,165,019 shares 2,165,019 $82M 0.65% +51,817 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,816,611 shares; 2024Q4: 2,136,108 shares; 2025Q1: 2,238,479 shares; 2025Q2: 2,182,737 shares; 2025Q3: 2,165,300 shares; 2025Q4: 2,047,512 shares 2,047,512 $78M 0.62% -117,788 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037,803 shares; 2024Q4: 3,109,070 shares; 2025Q1: 6,083,326 shares; 2025Q2: 5,842,324 shares; 2025Q3: 5,730,856 shares; 2025Q4: 2,816,409 shares 2,816,409 $75.8M 0.6% -2,914,447 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,952 shares; 2024Q4: 174,896 shares; 2025Q1: 195,826 shares; 2025Q2: 236,689 shares; 2025Q3: 231,518 shares; 2025Q4: 395,415 shares 395,415 $73.7M 0.59% +163,897 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844,008 shares; 2024Q4: 864,280 shares; 2025Q1: 841,072 shares; 2025Q2: 803,032 shares; 2025Q3: 820,116 shares; 2025Q4: 810,622 shares 810,622 $72.5M 0.58% -9,494 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171,563 shares; 2024Q4: 2,404,967 shares; 2025Q1: 2,447,374 shares; 2025Q2: 2,463,983 shares; 2025Q3: 2,538,625 shares; 2025Q4: 2,742,694 shares 2,742,694 $72.5M 0.58% +204,069 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054,970 shares; 2024Q4: 1,188,263 shares; 2025Q1: 1,243,992 shares; 2025Q2: 1,263,546 shares; 2025Q3: 1,299,739 shares; 2025Q4: 1,426,989 shares 1,426,989 $67.6M 0.54% +127,250 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849,118 shares; 2024Q4: 857,327 shares; 2025Q1: 854,574 shares; 2025Q2: 844,409 shares; 2025Q3: 820,387 shares; 2025Q4: 795,336 shares 795,336 $67.3M 0.54% -25,051 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597,883 shares; 2024Q4: 584,735 shares; 2025Q1: 1,034,280 shares; 2025Q2: 1,213,590 shares; 2025Q3: 972,604 shares; 2025Q4: 609,110 shares 609,110 $65.2M 0.52% -363,494 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197,213 shares; 2025Q3: 716,309 shares; 2025Q4: 759,904 shares 759,904 $64M 0.51% +43,595 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,601 shares; 2024Q4: 153,337 shares; 2025Q1: 153,204 shares; 2025Q2: 225,448 shares; 2025Q3: 225,273 shares; 2025Q4: 226,681 shares 226,681 $61.9M 0.49% +1,408 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,980 shares; 2024Q4: 863,733 shares; 2025Q1: 838,210 shares; 2025Q2: 792,637 shares; 2025Q3: 794,573 shares; 2025Q4: 766,919 shares 766,919 $61.5M 0.49% -27,654 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,025 shares; 2024Q4: 190,073 shares; 2025Q1: 373,028 shares; 2025Q2: 364,162 shares; 2025Q3: 357,202 shares; 2025Q4: 203,486 shares 203,486 $61.5M 0.49% -153,716 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021,046 shares; 2024Q4: 1,404,395 shares; 2025Q1: 1,516,924 shares; 2025Q2: 717,475 shares; 2025Q3: 660,003 shares; 2025Q4: 1,173,736 shares 1,173,736 $59.1M 0.47% +513,733 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,241 shares; 2024Q4: 186,835 shares; 2025Q1: 177,082 shares; 2025Q2: 177,948 shares; 2025Q3: 172,564 shares; 2025Q4: 254,380 shares 254,380 $58.7M 0.47% +81,816 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,188 shares; 2024Q4: 339,257 shares; 2025Q1: 647,622 shares; 2025Q2: 583,066 shares; 2025Q3: 580,510 shares; 2025Q4: 288,995 shares 288,995 $55.2M 0.44% -291,515 Timeline PCLG FUNDVANTAGE TR More: the full row for FUNDVANTAGE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,078 shares; 2025Q4: 2,200,171 shares 2,200,171 $54.5M 0.43% +2,179,093 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,074 shares; 2024Q4: 727,028 shares; 2025Q1: 1,436,998 shares; 2025Q2: 1,349,390 shares; 2025Q3: 1,351,676 shares; 2025Q4: 727,515 shares 727,515 $53.9M 0.43% -624,161 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,386 shares; 2024Q4: 560,009 shares; 2025Q1: 1,123,916 shares; 2025Q2: 1,136,864 shares; 2025Q3: 1,111,466 shares; 2025Q4: 547,576 shares 547,576 $52.6M 0.42% -563,890 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,977 shares; 2024Q4: 99,011 shares; 2025Q1: 84,102 shares; 2025Q2: 93,448 shares; 2025Q3: 94,820 shares; 2025Q4: 161,575 shares 161,575 $50.6M 0.4% +66,755 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,367 shares; 2024Q4: 502,928 shares; 2025Q1: 492,073 shares; 2025Q2: 491,543 shares; 2025Q3: 485,744 shares; 2025Q4: 475,968 shares 475,968 $49.5M 0.39% -9,776 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,266 shares; 2024Q4: 119,673 shares; 2025Q1: 220,238 shares; 2025Q2: 218,300 shares; 2025Q3: 207,896 shares; 2025Q4: 103,351 shares 103,351 $48.9M 0.39% -104,545 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,391 shares; 2024Q4: 171,840 shares; 2025Q1: 354,264 shares; 2025Q2: 357,106 shares; 2025Q3: 359,466 shares; 2025Q4: 197,999 shares 197,999 $41.9M 0.33% -161,467 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; 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; 2025Q4: 825,028 shares 825,028 $38.6M 0.31% -4,919 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,813 shares; 2024Q4: 469,382 shares; 2025Q1: 481,972 shares; 2025Q2: 503,388 shares; 2025Q3: 499,962 shares; 2025Q4: 507,585 shares 507,585 $38M 0.3% +7,623 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,845 shares; 2024Q4: 330,289 shares; 2025Q1: 371,755 shares; 2025Q2: 266,003 shares; 2025Q3: 328,659 shares; 2025Q4: 830,187 shares 830,187 $37.8M 0.3% +501,528 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,896 shares; 2024Q4: 412,773 shares; 2025Q1: 731,747 shares; 2025Q2: 412,619 shares; 2025Q3: 425,750 shares; 2025Q4: 465,783 shares 465,783 $37.1M 0.3% +40,033 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,343 shares; 2024Q4: 63,530 shares; 2025Q1: 65,729 shares; 2025Q2: 63,760 shares; 2025Q3: 63,392 shares; 2025Q4: 70,292 shares 70,292 $35.3M 0.28% +6,900 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747,600 shares; 2024Q4: 704,877 shares; 2025Q1: 1,368,394 shares; 2025Q2: 1,683,670 shares; 2025Q3: 1,438,742 shares; 2025Q4: 687,459 shares 687,459 $34.6M 0.28% -751,283 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,869 shares; 2024Q4: 95,881 shares; 2025Q1: 173,878 shares; 2025Q2: 175,920 shares; 2025Q3: 174,426 shares; 2025Q4: 90,318 shares 90,318 $33.7M 0.27% -84,108 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; 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; 2025Q4: 1,008,030 shares 1,008,030 $33M 0.26% -887,206 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149,477 shares; 2024Q4: 607,562 shares; 2025Q1: 617,527 shares; 2025Q2: 618,907 shares; 2025Q3: 639,712 shares; 2025Q4: 668,702 shares 668,702 $32M 0.25% +28,990 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,950 shares; 2024Q4: 24,909 shares; 2025Q1: 24,214 shares; 2025Q2: 26,841 shares; 2025Q3: 25,039 shares; 2025Q4: 48,230 shares 48,230 $31.8M 0.25% +23,191 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,957 shares; 2025Q3: 405,854 shares; 2025Q4: 446,141 shares 446,141 $31.8M 0.25% +40,287 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,921 shares; 2024Q4: 78,508 shares; 2025Q1: 77,328 shares; 2025Q2: 79,379 shares; 2025Q3: 74,281 shares; 2025Q4: 95,917 shares 95,917 $30.9M 0.25% +21,636 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,286 shares; 2024Q4: 390,175 shares; 2025Q1: 360,894 shares; 2025Q2: 281,657 shares; 2025Q3: 267,153 shares; 2025Q4: 1,247,409 shares 1,247,409 $28.7M 0.23% +980,256 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,255 shares; 2024Q4: 438,690 shares; 2025Q1: 440,038 shares; 2025Q2: 439,424 shares; 2025Q3: 429,442 shares; 2025Q4: 453,248 shares 453,248 $27.8M 0.22% +23,806 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,368 shares; 2024Q4: 34,258 shares; 2025Q1: 35,090 shares; 2025Q2: 40,256 shares; 2025Q3: 41,533 shares; 2025Q4: 58,711 shares 58,711 $26.4M 0.21% +17,178 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,495 shares; 2024Q4: 15,896 shares; 2025Q1: 73,930 shares; 2025Q2: 108,054 shares; 2025Q3: 135,261 shares; 2025Q4: 134,069 shares 134,069 $25.7M 0.2% -1,192 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,419 shares; 2024Q4: 86,985 shares; 2025Q1: 80,275 shares; 2025Q2: 100,473 shares; 2025Q3: 69,550 shares; 2025Q4: 90,396 shares 90,396 $24.3M 0.19% +20,846 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,450 shares; 2024Q4: 121,787 shares; 2025Q1: 236,944 shares; 2025Q2: 198,970 shares; 2025Q3: 197,930 shares; 2025Q4: 97,401 shares 97,401 $24M 0.19% -100,529 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,655 shares; 2024Q4: 196,611 shares; 2025Q1: 416,510 shares; 2025Q2: 183,440 shares; 2025Q3: 367,560 shares; 2025Q4: 158,235 shares 158,235 $22.3M 0.18% -209,325 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,121 shares; 2024Q4: 41,508 shares; 2025Q1: 43,162 shares; 2025Q2: 45,807 shares; 2025Q3: 40,954 shares; 2025Q4: 62,372 shares 62,372 $21.6M 0.17% +21,418 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,923 shares; 2024Q4: 50,055 shares; 2025Q1: 51,913 shares; 2025Q2: 52,517 shares; 2025Q3: 56,150 shares; 2025Q4: 54,146 shares 54,146 $21.5M 0.17% -2,004 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,132 shares; 2024Q4: 269,037 shares; 2025Q1: 518,162 shares; 2025Q2: 494,688 shares; 2025Q3: 478,140 shares; 2025Q4: 238,520 shares 238,520 $21.1M 0.17% -239,620 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,485 shares; 2024Q4: 182,535 shares; 2025Q1: 394,998 shares; 2025Q2: 384,394 shares; 2025Q3: 390,216 shares; 2025Q4: 203,089 shares 203,089 $19.6M 0.16% -187,127 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,703 shares; 2024Q4: 90,480 shares; 2025Q1: 181,356 shares; 2025Q2: 170,094 shares; 2025Q3: 83,643 shares; 2025Q4: 94,452 shares 94,452 $19.5M 0.16% +10,809 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,348 shares; 2024Q4: 126,697 shares; 2025Q1: 279,270 shares; 2025Q2: 272,482 shares; 2025Q3: 273,026 shares; 2025Q4: 141,603 shares 141,603 $19.4M 0.15% -131,423 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,390 shares; 2024Q4: 138,264 shares; 2025Q1: 143,042 shares; 2025Q2: 139,153 shares; 2025Q3: 134,377 shares; 2025Q4: 157,874 shares 157,874 $19M 0.15% +23,497 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,539 shares; 2024Q4: 141,860 shares; 2025Q1: 273,390 shares; 2025Q2: 270,978 shares; 2025Q3: 279,422 shares; 2025Q4: 132,086 shares 132,086 $19M 0.15% -147,336 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,896 shares; 2024Q4: 47,908 shares; 2025Q1: 95,534 shares; 2025Q2: 95,528 shares; 2025Q3: 96,742 shares; 2025Q4: 48,874 shares 48,874 $18.9M 0.15% -47,868 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,524 shares; 2024Q4: 118,795 shares; 2025Q1: 265,060 shares; 2025Q2: 261,290 shares; 2025Q3: 265,512 shares; 2025Q4: 140,040 shares 140,040 $18.4M 0.15% -125,472 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,850 shares; 2024Q4: 16,131 shares; 2025Q1: 15,487 shares; 2025Q2: 15,799 shares; 2025Q3: 16,456 shares; 2025Q4: 20,435 shares 20,435 $17.6M 0.14% +3,979 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,742 shares; 2024Q4: 91,247 shares; 2025Q1: 152,397 shares; 2025Q2: 87,780 shares; 2025Q3: 86,729 shares; 2025Q4: 87,164 shares 87,164 $17.3M 0.14% +435 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,111 shares; 2024Q4: 107,332 shares; 2025Q1: 218,926 shares; 2025Q2: 148,808 shares; 2025Q3: 160,934 shares; 2025Q4: 80,943 shares 80,943 $17M 0.14% -79,991 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857,543 shares; 2024Q4: 878,146 shares; 2025Q1: 905,610 shares; 2025Q2: 835,348 shares; 2025Q3: 856,106 shares; 2025Q4: 826,246 shares 826,246 $16.4M 0.13% -29,860 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,460 shares; 2024Q4: 271,896 shares; 2025Q1: 530,678 shares; 2025Q2: 478,908 shares; 2025Q3: 366,262 shares; 2025Q4: 164,341 shares 164,341 $16.4M 0.13% -201,921 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,237 shares; 2024Q4: 44,125 shares; 2025Q1: 49,239 shares; 2025Q2: 48,040 shares; 2025Q3: 48,336 shares; 2025Q4: 49,395 shares 49,395 $16M 0.13% +1,059 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,830 shares; 2024Q4: 59,662 shares; 2025Q1: 59,543 shares; 2025Q2: 57,957 shares; 2025Q3: 59,235 shares; 2025Q4: 87,303 shares 87,303 $15.5M 0.12% +28,068 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 877,997 shares; 2025Q4: 795,397 shares 795,397 $15.4M 0.12% -82,600 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,211 shares; 2024Q4: 59,393 shares; 2025Q1: 115,948 shares; 2025Q2: 102,622 shares; 2025Q3: 101,726 shares; 2025Q4: 52,480 shares 52,480 $14.6M 0.12% -49,246 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,935 shares; 2024Q4: 109,320 shares; 2025Q1: 110,684 shares; 2025Q2: 186,316 shares; 2025Q3: 183,190 shares; 2025Q4: 95,313 shares 95,313 $14.2M 0.11% -87,877 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,067 shares; 2024Q4: 65,610 shares; 2025Q1: 76,446 shares; 2025Q2: 74,917 shares; 2025Q3: 75,633 shares; 2025Q4: 77,480 shares 77,480 $14M 0.11% +1,847 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,037 shares; 2024Q4: 8,709 shares; 2025Q1: 16,698 shares; 2025Q2: 16,634 shares; 2025Q3: 8,024 shares; 2025Q4: 12,811 shares 12,811 $13.8M 0.11% +4,787 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,754 shares; 2024Q4: 55,215 shares; 2025Q1: 53,742 shares; 2025Q2: 50,854 shares; 2025Q3: 50,381 shares; 2025Q4: 58,434 shares 58,434 $13.4M 0.11% +8,053 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,002 shares; 2024Q4: 180,516 shares; 2025Q1: 513,282 shares; 2025Q2: 285,670 shares; 2025Q3: 278,216 shares; 2025Q4: 107,166 shares 107,166 $13.2M 0.11% -171,050 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,245 shares; 2024Q4: 507,103 shares; 2025Q1: 1,003,918 shares; 2025Q2: 1,000,692 shares; 2025Q3: 1,002,272 shares; 2025Q4: 500,567 shares 500,567 $13.1M 0.1% -501,705 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,247 shares; 2024Q4: 181,861 shares; 2025Q1: 179,995 shares; 2025Q2: 181,452 shares; 2025Q3: 184,108 shares; 2025Q4: 175,149 shares 175,149 $13M 0.1% -8,959 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,910 shares; 2024Q4: 145,370 shares; 2025Q1: 292,880 shares; 2025Q2: 293,348 shares; 2025Q3: 142,034 shares; 2025Q4: 184,639 shares 184,639 $12.9M 0.1% +42,605 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917,928 shares; 2024Q4: 467,656 shares; 2025Q1: 470,232 shares; 2025Q2: 479,307 shares; 2025Q3: 489,462 shares; 2025Q4: 506,708 shares 506,708 $12.8M 0.1% +17,246 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,331 shares; 2024Q4: 39,223 shares; 2025Q1: 77,000 shares; 2025Q2: 76,078 shares; 2025Q3: 80,894 shares; 2025Q4: 57,747 shares 57,747 $12.7M 0.1% -23,147 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,495 shares; 2024Q4: 24,349 shares; 2025Q1: 25,886 shares; 2025Q2: 26,257 shares; 2025Q3: 23,368 shares; 2025Q4: 36,157 shares 36,157 $12.7M 0.1% +12,789 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,949 shares; 2024Q4: 81,862 shares; 2025Q1: 170,016 shares; 2025Q2: 186,880 shares; 2025Q3: 153,830 shares; 2025Q4: 111,884 shares 111,884 $12.5M 0.1% -41,946 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,119 shares; 2024Q4: 490,414 shares; 2025Q1: 945,964 shares; 2025Q2: 449,628 shares; 2025Q3: 905,792 shares; 2025Q4: 466,159 shares 466,159 $12.3M 0.1% -439,633 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,758 shares; 2024Q4: 23,717 shares; 2025Q1: 47,400 shares; 2025Q2: 49,688 shares; 2025Q3: 22,640 shares; 2025Q4: 35,061 shares 35,061 $12.1M 0.1% +12,421 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,504 shares; 2024Q4: 84,763 shares; 2025Q1: 89,910 shares; 2025Q2: 92,380 shares; 2025Q3: 97,295 shares; 2025Q4: 98,412 shares 98,412 $12M 0.1% +1,117 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,174 shares; 2024Q4: 147,561 shares; 2025Q1: 147,949 shares; 2025Q2: 147,905 shares; 2025Q3: 147,744 shares; 2025Q4: 147,906 shares 147,906 $12M 0.1% +162 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,342 shares; 2024Q4: 27,583 shares; 2025Q1: 57,952 shares; 2025Q2: 70,066 shares; 2025Q3: 63,054 shares; 2025Q4: 39,384 shares 39,384 $11.7M 0.09% -23,670 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,542 shares; 2024Q4: 119,680 shares; 2025Q1: 118,625 shares; 2025Q2: 117,314 shares; 2025Q3: 113,250 shares; 2025Q4: 118,638 shares 118,638 $11.3M 0.09% +5,388 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,113 shares; 2024Q4: 72,467 shares; 2025Q1: 142,474 shares; 2025Q2: 142,490 shares; 2025Q3: 141,688 shares; 2025Q4: 78,163 shares 78,163 $11.2M 0.09% -63,525 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,632 shares; 2024Q4: 306,430 shares; 2025Q1: 339,142 shares; 2025Q2: 362,871 shares; 2025Q3: 366,817 shares; 2025Q4: 367,110 shares 367,110 $11.2M 0.09% +293 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,927 shares; 2024Q4: 15,471 shares; 2025Q1: 15,269 shares; 2025Q2: 15,076 shares; 2025Q3: 14,165 shares; 2025Q4: 19,404 shares 19,404 $11.1M 0.09% +5,239 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,480 shares; 2024Q4: 139,479 shares; 2025Q1: 127,793 shares; 2025Q2: 125,691 shares; 2025Q3: 123,201 shares; 2025Q4: 122,241 shares 122,241 $10.9M 0.09% -960 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,566 shares; 2024Q4: 7,898 shares; 2025Q1: 8,324 shares; 2025Q2: 9,532 shares; 2025Q3: 7,987 shares; 2025Q4: 40,984 shares 40,984 $10.9M 0.09% +32,997 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,505 shares; 2024Q4: 221,515 shares; 2025Q1: 221,981 shares; 2025Q2: 220,823 shares; 2025Q3: 220,956 shares; 2025Q4: 221,665 shares 221,665 $10.4M 0.08% +709 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,533 shares; 2024Q4: 147,388 shares; 2025Q1: 141,797 shares; 2025Q2: 149,058 shares; 2025Q3: 94,153 shares; 2025Q4: 95,758 shares 95,758 $10.2M 0.08% +1,605 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 6,582 shares; 2025Q1: 6,019 shares; 2025Q2: 6,238 shares; 2025Q3: 5,578 shares; 2025Q4: 44,787 shares 44,787 $10.2M 0.08% +39,209 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 14 shares 14 $10.2M 0.08% +2 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,556 shares; 2024Q4: 63,125 shares; 2025Q1: 127,022 shares; 2025Q2: 120,310 shares; 2025Q3: 115,066 shares; 2025Q4: 65,567 shares 65,567 $9.99M 0.08% -49,499 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,821 shares; 2024Q4: 71,349 shares; 2025Q1: 69,894 shares; 2025Q2: 69,886 shares; 2025Q3: 65,956 shares; 2025Q4: 66,254 shares 66,254 $9.87M 0.08% +298 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,268 shares; 2024Q4: 348,121 shares; 2025Q1: 698,188 shares; 2025Q2: 340,847 shares; 2025Q3: 681,884 shares; 2025Q4: 336,115 shares 336,115 $9.57M 0.08% -345,769 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,138 shares; 2024Q4: 113,603 shares; 2025Q1: 217,412 shares; 2025Q2: 122,642 shares; 2025Q3: 239,842 shares; 2025Q4: 121,222 shares 121,222 $9.55M 0.08% -118,620 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,410 shares; 2024Q4: 45,675 shares; 2025Q1: 46,508 shares; 2025Q2: 97,180 shares; 2025Q3: 59,913 shares; 2025Q4: 59,377 shares 59,377 $9.52M 0.08% -536 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,063 shares; 2024Q4: 83,016 shares; 2025Q1: 52,482 shares; 2025Q2: 77,813 shares; 2025Q3: 43,739 shares; 2025Q4: 52,520 shares 52,520 $9.34M 0.07% +8,781 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,758 shares; 2024Q4: 165,083 shares; 2025Q1: 163,767 shares; 2025Q2: 168,018 shares; 2025Q3: 163,918 shares; 2025Q4: 155,761 shares 155,761 $9.02M 0.07% -8,157 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,622 shares; 2024Q4: 212,490 shares; 2025Q1: 211,065 shares; 2025Q2: 206,188 shares; 2025Q3: 204,098 shares; 2025Q4: 192,653 shares 192,653 $8.98M 0.07% -11,445 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,886 shares; 2024Q4: 9,280 shares; 2025Q1: 6,761 shares; 2025Q2: 6,893 shares; 2025Q3: 6,934 shares; 2025Q4: 94,470 shares 94,470 $8.86M 0.07% +87,536 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,583 shares; 2024Q4: 21,066 shares; 2025Q1: 22,041 shares; 2025Q2: 45,072 shares; 2025Q3: 45,540 shares; 2025Q4: 28,596 shares 28,596 $8.81M 0.07% -16,944 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,292 shares; 2024Q4: 443,772 shares; 2025Q1: 371,939 shares; 2025Q2: 406,646 shares; 2025Q3: 356,210 shares; 2025Q4: 351,946 shares 351,946 $8.78M 0.07% -4,264 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,946 shares; 2024Q4: 21,781 shares; 2025Q1: 21,027 shares; 2025Q2: 20,701 shares; 2025Q3: 21,927 shares; 2025Q4: 43,427 shares 43,427 $8.46M 0.07% +21,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,854 shares; 2024Q4: 43,636 shares; 2025Q1: 42,178 shares; 2025Q2: 41,593 shares; 2025Q3: 41,139 shares; 2025Q4: 39,633 shares 39,633 $8.37M 0.07% -1,506 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,504 shares; 2024Q4: 18,893 shares; 2025Q1: 57,630 shares; 2025Q2: 286,190 shares; 2025Q3: 310,818 shares; 2025Q4: 97,411 shares 97,411 $8.14M 0.06% -213,407 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 4,932 shares; 2025Q1: 4,869 shares; 2025Q2: 5,258 shares; 2025Q3: 6,239 shares; 2025Q4: 8,883 shares 8,883 $7.81M 0.06% +2,644 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,738 shares; 2024Q4: 55,635 shares; 2025Q1: 57,480 shares; 2025Q2: 53,407 shares; 2025Q3: 56,128 shares; 2025Q4: 54,222 shares 54,222 $7.55M 0.06% -1,906 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,630 shares; 2024Q4: 132,249 shares; 2025Q1: 131,210 shares; 2025Q2: 104,258 shares; 2025Q3: 95,462 shares; 2025Q4: 136,730 shares 136,730 $7.52M 0.06% +41,268 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,006 shares; 2024Q4: 15,835 shares; 2025Q1: 16,769 shares; 2025Q2: 15,328 shares; 2025Q3: 14,893 shares; 2025Q4: 11,822 shares 11,822 $7.13M 0.06% -3,071 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,785 shares; 2024Q4: 62,842 shares; 2025Q1: 63,656 shares; 2025Q2: 62,322 shares; 2025Q3: 55,818 shares; 2025Q4: 90,316 shares 90,316 $6.96M 0.06% +34,498 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,518 shares; 2024Q4: 208,569 shares; 2025Q1: 213,761 shares; 2025Q2: 211,114 shares; 2025Q3: 205,537 shares; 2025Q4: 208,450 shares 208,450 $6.82M 0.05% +2,913 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,465 shares; 2024Q4: 17,571 shares; 2025Q1: 33,150 shares; 2025Q2: 33,702 shares; 2025Q3: 21,390 shares; 2025Q4: 22,251 shares 22,251 $6.8M 0.05% +861 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,000 shares; 2024Q4: 35,819 shares; 2025Q1: 71,898 shares; 2025Q2: 78,028 shares; 2025Q3: 37,080 shares; 2025Q4: 46,696 shares 46,696 $6.7M 0.05% +9,616 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,471 shares; 2024Q4: 35,715 shares; 2025Q1: 74,352 shares; 2025Q2: 62,742 shares; 2025Q3: 62,952 shares; 2025Q4: 31,474 shares 31,474 $6.67M 0.05% -31,478 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,115 shares; 2025Q4: 374,208 shares 374,208 $6.49M 0.05% +371,093 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,847 shares; 2024Q4: 69,621 shares; 2025Q1: 69,836 shares; 2025Q2: 65,851 shares; 2025Q3: 65,458 shares; 2025Q4: 47,918 shares 47,918 $6.34M 0.05% -17,540 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,699 shares; 2024Q4: 54,565 shares; 2025Q1: 49,095 shares; 2025Q2: 49,274 shares; 2025Q3: 48,034 shares; 2025Q4: 59,303 shares 59,303 $6.24M 0.05% +11,269 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,106 shares; 2024Q4: 77,502 shares; 2025Q1: 106,033 shares; 2025Q2: 105,759 shares; 2025Q3: 121,367 shares; 2025Q4: 125,102 shares 125,102 $6.21M 0.05% +3,735 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,803 shares; 2024Q4: 148,633 shares; 2025Q1: 141,858 shares; 2025Q2: 123,135 shares; 2025Q3: 124,102 shares; 2025Q4: 119,842 shares 119,842 $6.18M 0.05% -4,260 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,083 shares; 2024Q4: 134,189 shares; 2025Q1: 133,140 shares; 2025Q2: 134,957 shares; 2025Q3: 138,704 shares; 2025Q4: 151,095 shares 151,095 $6.15M 0.05% +12,391 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 12,931 shares; 2025Q1: 13,210 shares; 2025Q2: 13,019 shares; 2025Q3: 13,516 shares; 2025Q4: 16,895 shares 16,895 $5.97M 0.05% +3,379 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,129 shares; 2024Q4: 37,639 shares; 2025Q1: 37,422 shares; 2025Q2: 37,498 shares; 2025Q3: 38,623 shares; 2025Q4: 47,396 shares 47,396 $5.94M 0.05% +8,773 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,999 shares; 2024Q4: 379,522 shares; 2025Q1: 375,386 shares; 2025Q2: 332,754 shares; 2025Q3: 241,080 shares; 2025Q4: 186,130 shares 186,130 $5.89M 0.05% -54,950 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 219,134 shares; 2025Q1: 227,503 shares; 2025Q2: 221,289 shares; 2025Q3: 220,285 shares; 2025Q4: 215,237 shares 215,237 $5.87M 0.05% -5,048 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,363 shares; 2024Q4: 13,977 shares; 2025Q1: 14,107 shares; 2025Q2: 13,093 shares; 2025Q3: 11,621 shares; 2025Q4: 17,398 shares 17,398 $5.74M 0.05% +5,777 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,489 shares; 2024Q4: 470,358 shares; 2025Q1: 519,355 shares; 2025Q2: 605,142 shares; 2025Q3: 603,279 shares; 2025Q4: 577,267 shares 577,267 $5.62M 0.04% -26,012 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,333 shares; 2024Q4: 171,731 shares; 2025Q1: 168,824 shares; 2025Q2: 136,004 shares; 2025Q3: 116,577 shares; 2025Q4: 119,857 shares 119,857 $5.48M 0.04% +3,280 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,440 shares; 2024Q4: 13,437 shares; 2025Q1: 13,548 shares; 2025Q2: 13,003 shares; 2025Q3: 16,014 shares; 2025Q4: 17,222 shares 17,222 $5.34M 0.04% +1,208 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,203 shares; 2024Q4: 196,779 shares; 2025Q1: 200,406 shares; 2025Q2: 192,801 shares; 2025Q3: 201,569 shares; 2025Q4: 212,611 shares 212,611 $5.3M 0.04% +11,042 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,898 shares; 2024Q4: 11,275 shares; 2025Q1: 11,240 shares; 2025Q2: 11,261 shares; 2025Q3: 11,054 shares; 2025Q4: 14,285 shares 14,285 $5.28M 0.04% +3,231 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,538 shares; 2025Q2: 97,683 shares; 2025Q3: not reported; 2025Q4: 144,310 shares 144,310 $5.28M 0.04% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,076 shares; 2024Q4: 45,308 shares; 2025Q1: 88,702 shares; 2025Q2: 87,936 shares; 2025Q3: 79,016 shares; 2025Q4: 52,336 shares 52,336 $5.23M 0.04% -26,680 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,690 shares; 2024Q4: 165,319 shares; 2025Q1: 329,642 shares; 2025Q2: 348,034 shares; 2025Q3: 349,674 shares; 2025Q4: 171,454 shares 171,454 $5.16M 0.04% -178,220 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,559 shares; 2024Q4: 34,849 shares; 2025Q1: 64,640 shares; 2025Q2: 97,860 shares; 2025Q3: 95,934 shares; 2025Q4: 48,230 shares 48,230 $5.15M 0.04% -47,704 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,163 shares; 2024Q4: 312,111 shares; 2025Q1: 244,308 shares; 2025Q2: 216,111 shares; 2025Q3: 200,897 shares; 2025Q4: 187,786 shares 187,786 $5.11M 0.04% -13,111 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,035 shares; 2024Q4: 124,361 shares; 2025Q1: 467,538 shares; 2025Q2: 122,150 shares; 2025Q3: 120,491 shares; 2025Q4: 113,661 shares 113,661 $5.02M 0.04% -6,830 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,719 shares; 2024Q4: 75,700 shares; 2025Q1: 153,266 shares; 2025Q2: 132,914 shares; 2025Q3: 90,026 shares; 2025Q4: 35,134 shares 35,134 $4.96M 0.04% -54,892 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,760 shares; 2024Q4: 13,368 shares; 2025Q1: 12,282 shares; 2025Q2: 14,151 shares; 2025Q3: 17,604 shares; 2025Q4: 34,392 shares 34,392 $4.95M 0.04% +16,788 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,104 shares; 2024Q4: 23,611 shares; 2025Q1: 143,588 shares; 2025Q2: 74,492 shares; 2025Q3: 68,878 shares; 2025Q4: 52,982 shares 52,982 $4.94M 0.04% -15,896 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,966 shares; 2024Q4: 14,833 shares; 2025Q1: 14,589 shares; 2025Q2: 15,085 shares; 2025Q3: 14,607 shares; 2025Q4: 22,717 shares 22,717 $4.93M 0.04% +8,110 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,832 shares; 2024Q4: 41,166 shares; 2025Q1: 49,770 shares; 2025Q2: 83,352 shares; 2025Q3: 83,366 shares; 2025Q4: 66,364 shares 66,364 $4.89M 0.04% -17,002 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,914 shares; 2024Q4: 17,067 shares; 2025Q1: 18,359 shares; 2025Q2: 18,395 shares; 2025Q3: 16,677 shares; 2025Q4: 25,306 shares 25,306 $4.64M 0.04% +8,629 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,451 shares; 2024Q4: 5,442 shares; 2025Q1: 5,200 shares; 2025Q2: 11,246 shares; 2025Q3: 6,019 shares; 2025Q4: 8,057 shares 8,057 $4.62M 0.04% +2,038 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,482 shares; 2024Q4: 30,308 shares; 2025Q1: 25,493 shares; 2025Q2: 24,547 shares; 2025Q3: 22,143 shares; 2025Q4: 25,669 shares 25,669 $4.56M 0.04% +3,526 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,050 shares; 2024Q4: 110,180 shares; 2025Q1: 107,251 shares; 2025Q2: 110,648 shares; 2025Q3: 117,398 shares; 2025Q4: 182,698 shares 182,698 $4.54M 0.04% +65,300 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,723 shares; 2024Q4: 11,044 shares; 2025Q1: 9,527 shares; 2025Q2: 9,689 shares; 2025Q3: 14,080 shares; 2025Q4: 21,151 shares 21,151 $4.53M 0.04% +7,071 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,222 shares; 2024Q4: 62,592 shares; 2025Q1: 58,333 shares; 2025Q2: 59,973 shares; 2025Q3: 74,788 shares; 2025Q4: 78,076 shares 78,076 $4.5M 0.04% +3,288 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,989 shares; 2025Q1: 5,311 shares; 2025Q2: 5,299 shares; 2025Q3: 5,388 shares; 2025Q4: 6,835 shares 6,835 $4.47M 0.04% +1,447 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,083 shares; 2024Q4: 92,850 shares; 2025Q1: 187,632 shares; 2025Q2: 193,696 shares; 2025Q3: 197,508 shares; 2025Q4: 136,562 shares 136,562 $4.45M 0.04% -60,946 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,859 shares; 2024Q4: 105,177 shares; 2025Q1: 103,896 shares; 2025Q2: 105,007 shares; 2025Q3: 89,316 shares; 2025Q4: 88,960 shares 88,960 $4.44M 0.04% -356 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,030 shares; 2024Q4: 24,744 shares; 2025Q1: 25,749 shares; 2025Q2: 26,080 shares; 2025Q3: 25,890 shares; 2025Q4: 28,742 shares 28,742 $4.43M 0.04% +2,852 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 5,669 shares; 2025Q1: 11,546 shares; 2025Q2: 14,754 shares; 2025Q3: 8,214 shares; 2025Q4: 15,493 shares 15,493 $4.42M 0.04% +7,279 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,201 shares; 2024Q4: 42,717 shares; 2025Q1: 90,522 shares; 2025Q2: 95,370 shares; 2025Q3: 86,824 shares; 2025Q4: 52,117 shares 52,117 $4.39M 0.03% -34,707 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,061 shares; 2024Q4: 6,999 shares; 2025Q1: 6,933 shares; 2025Q2: 12,235 shares; 2025Q3: 13,754 shares; 2025Q4: 18,088 shares 18,088 $4.38M 0.03% +4,334 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,128 shares; 2024Q4: 98,401 shares; 2025Q1: 97,538 shares; 2025Q2: 95,248 shares; 2025Q3: 95,248 shares; 2025Q4: 95,248 shares 95,248 $4.37M 0.03% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,341 shares; 2024Q4: 5,919 shares; 2025Q1: 5,271 shares; 2025Q2: 5,778 shares; 2025Q3: 5,970 shares; 2025Q4: 5,686 shares 5,686 $4.29M 0.03% -284 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516,254 shares; 2024Q4: 471,054 shares; 2025Q1: 453,399 shares; 2025Q2: 293,243 shares; 2025Q3: 245,114 shares; 2025Q4: 245,114 shares 245,114 $4.12M 0.03% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 2,464 shares; 2025Q1: 4,627 shares; 2025Q2: 3,612 shares; 2025Q3: 3,253 shares; 2025Q4: 37,277 shares 37,277 $4.11M 0.03% +34,024 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,803 shares; 2024Q4: 44,881 shares; 2025Q1: 44,881 shares; 2025Q2: 48,792 shares; 2025Q3: 52,105 shares; 2025Q4: 43,251 shares 43,251 $3.95M 0.03% -8,854 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,471 shares; 2024Q4: 14,993 shares; 2025Q1: 27,322 shares; 2025Q2: 26,706 shares; 2025Q3: 27,182 shares; 2025Q4: 25,124 shares 25,124 $3.86M 0.03% -2,058 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,912 shares 58,912 $3.86M 0.03% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,669 shares; 2024Q4: 8,341 shares; 2025Q1: 8,228 shares; 2025Q2: 8,216 shares; 2025Q3: 7,599 shares; 2025Q4: 11,757 shares 11,757 $3.85M 0.03% +4,158 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,799 shares; 2024Q4: 5,693 shares; 2025Q1: 12,824 shares; 2025Q2: 11,614 shares; 2025Q3: 12,064 shares; 2025Q4: 9,076 shares 9,076 $3.75M 0.03% -2,988 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 4,209 shares; 2025Q1: 7,574 shares; 2025Q2: 7,474 shares; 2025Q3: 7,294 shares; 2025Q4: 14,398 shares 14,398 $3.73M 0.03% +7,104 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,778 shares; 2024Q4: 99,029 shares; 2025Q1: 467,955 shares; 2025Q2: 76,258 shares; 2025Q3: 74,290 shares; 2025Q4: 72,131 shares 72,131 $3.69M 0.03% -2,159 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,475 shares; 2024Q4: 29,394 shares; 2025Q1: 29,441 shares; 2025Q2: 29,469 shares; 2025Q3: 29,395 shares; 2025Q4: 29,488 shares 29,488 $3.68M 0.03% +93 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 13,742 shares; 2025Q1: 13,680 shares; 2025Q2: 15,087 shares; 2025Q3: 14,653 shares; 2025Q4: 19,913 shares 19,913 $3.67M 0.03% +5,260 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 9,745 shares; 2025Q1: 19,756 shares; 2025Q2: 16,418 shares; 2025Q3: 16,422 shares; 2025Q4: 8,226 shares 8,226 $3.66M 0.03% -8,196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,873 shares; 2024Q4: 7,482 shares; 2025Q1: 7,495 shares; 2025Q2: 7,462 shares; 2025Q3: 7,841 shares; 2025Q4: 7,609 shares 7,609 $3.66M 0.03% -232 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,209 shares; 2024Q4: 36,467 shares; 2025Q1: 72,984 shares; 2025Q2: 71,182 shares; 2025Q3: 62,212 shares; 2025Q4: 28,309 shares 28,309 $3.65M 0.03% -33,903 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,851 shares; 2024Q4: 79,825 shares; 2025Q1: 49,866 shares; 2025Q2: 80,352 shares; 2025Q3: 82,006 shares; 2025Q4: 77,403 shares 77,403 $3.64M 0.03% -4,603 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,405 shares; 2024Q4: 29,032 shares; 2025Q1: 40,695 shares; 2025Q2: 35,713 shares; 2025Q3: 35,293 shares; 2025Q4: 41,173 shares 41,173 $3.63M 0.03% +5,880 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,386 shares; 2024Q4: 185,826 shares; 2025Q1: 184,804 shares; 2025Q2: 172,208 shares; 2025Q3: 118,099 shares; 2025Q4: 94,539 shares 94,539 $3.6M 0.03% -23,560 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,659 shares; 2024Q4: 112,554 shares; 2025Q1: 136,841 shares; 2025Q2: 135,573 shares; 2025Q3: 140,136 shares; 2025Q4: 156,047 shares 156,047 $3.57M 0.03% +15,911 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,157 shares; 2024Q4: 7,474 shares; 2025Q1: 15,768 shares; 2025Q2: 14,730 shares; 2025Q3: 6,881 shares; 2025Q4: 18,292 shares 18,292 $3.57M 0.03% +11,411 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,864 shares; 2024Q4: 14,083 shares; 2025Q1: 28,392 shares; 2025Q2: 22,724 shares; 2025Q3: 22,082 shares; 2025Q4: 15,385 shares 15,385 $3.56M 0.03% -6,697 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,071 shares; 2024Q4: 8,007 shares; 2025Q1: 8,073 shares; 2025Q2: 8,041 shares; 2025Q3: 15,680 shares; 2025Q4: 6,119 shares 6,119 $3.55M 0.03% -9,561 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 38,339 shares 38,339 $3.51M 0.03% +37,971 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 6,140 shares; 2025Q1: 5,626 shares; 2025Q2: 11,958 shares; 2025Q3: 11,340 shares; 2025Q4: 9,989 shares 9,989 $3.51M 0.03% -1,351 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 8,724 shares; 2025Q1: 7,358 shares; 2025Q2: 9,119 shares; 2025Q3: 9,094 shares; 2025Q4: 10,987 shares 10,987 $3.5M 0.03% +1,893 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,320 shares; 2024Q4: 22,801 shares; 2025Q1: 21,879 shares; 2025Q2: 23,379 shares; 2025Q3: 22,872 shares; 2025Q4: 23,887 shares 23,887 $3.46M 0.03% +1,015 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,626 shares; 2024Q4: 125,762 shares; 2025Q1: 229,664 shares; 2025Q2: 236,284 shares; 2025Q3: 112,934 shares; 2025Q4: 138,314 shares 138,314 $3.44M 0.03% +25,380 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,032 shares; 2024Q4: 26,006 shares; 2025Q1: 61,548 shares; 2025Q2: 19,334 shares; 2025Q3: 40,018 shares; 2025Q4: 30,176 shares 30,176 $3.43M 0.03% -9,842 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,490 shares; 2024Q4: 57,751 shares; 2025Q1: 59,256 shares; 2025Q2: 59,837 shares; 2025Q3: 62,725 shares; 2025Q4: 62,356 shares 62,356 $3.42M 0.03% -369 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,286 shares; 2024Q4: 119,854 shares; 2025Q1: 111,999 shares; 2025Q2: 95,966 shares; 2025Q3: 79,044 shares; 2025Q4: 75,681 shares 75,681 $3.37M 0.03% -3,363 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,048 shares; 2024Q4: 29,295 shares; 2025Q1: 38,218 shares; 2025Q2: 35,760 shares; 2025Q3: 39,751 shares; 2025Q4: 39,197 shares 39,197 $3.36M 0.03% -554 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,297 shares; 2024Q4: 9,802 shares; 2025Q1: 8,412 shares; 2025Q2: 8,754 shares; 2025Q3: 7,639 shares; 2025Q4: 13,035 shares 13,035 $3.35M 0.03% +5,396 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,794 shares; 2025Q1: 2,680 shares; 2025Q2: 2,604 shares; 2025Q3: 2,536 shares; 2025Q4: 3,110 shares 3,110 $3.33M 0.03% +574 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,826 shares; 2024Q4: 57,115 shares; 2025Q1: 52,270 shares; 2025Q2: 52,092 shares; 2025Q3: 48,718 shares; 2025Q4: 47,833 shares 47,833 $3.32M 0.03% -885 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,337 shares; 2024Q4: 3,979 shares; 2025Q1: 4,058 shares; 2025Q2: 4,104 shares; 2025Q3: 4,315 shares; 2025Q4: 4,861 shares 4,861 $3.29M 0.03% +546 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 5,588 shares; 2025Q1: 5,484 shares; 2025Q2: 6,583 shares; 2025Q3: 6,256 shares; 2025Q4: 10,799 shares 10,799 $3.28M 0.03% +4,543 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,345 shares; 2025Q1: 34,788 shares; 2025Q2: 34,754 shares; 2025Q3: 13,026 shares; 2025Q4: 19,151 shares 19,151 $3.28M 0.03% +6,125 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,132 shares; 2024Q4: 14,677 shares; 2025Q1: 7,463 shares; 2025Q2: 7,584 shares; 2025Q3: 17,788 shares; 2025Q4: 20,360 shares 20,360 $3.28M 0.03% +2,572 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,265 shares; 2024Q4: 50,043 shares; 2025Q1: 47,577 shares; 2025Q2: 37,973 shares; 2025Q3: 37,660 shares; 2025Q4: 33,451 shares 33,451 $3.25M 0.03% -4,209 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132,712 shares; 2025Q1: 142,589 shares; 2025Q2: 137,751 shares; 2025Q3: 130,885 shares; 2025Q4: 64,993 shares 64,993 $3.23M 0.03% -65,892 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,789 shares; 2024Q4: 70,617 shares; 2025Q1: 70,951 shares; 2025Q2: 70,954 shares; 2025Q3: 70,873 shares; 2025Q4: 71,426 shares 71,426 $3.21M 0.03% +553 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,219 shares; 2024Q4: 16,088 shares; 2025Q1: 37,190 shares; 2025Q2: 16,000 shares; 2025Q3: 36,664 shares; 2025Q4: 15,788 shares 15,788 $3.15M 0.03% -20,876 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,044 shares; 2025Q4: 136,252 shares 136,252 $3.13M 0.02% +126,208 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,626 shares; 2024Q4: 24,138 shares; 2025Q1: 22,761 shares; 2025Q2: 22,729 shares; 2025Q3: 21,666 shares; 2025Q4: 26,584 shares 26,584 $3.12M 0.02% +4,918 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,465 shares; 2024Q4: 4,337 shares; 2025Q1: 8,830 shares; 2025Q2: 9,252 shares; 2025Q3: 4,699 shares; 2025Q4: 5,432 shares 5,432 $3.1M 0.02% +733 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 4,881 shares; 2025Q1: 10,110 shares; 2025Q2: 11,030 shares; 2025Q3: 4,795 shares; 2025Q4: 9,511 shares 9,511 $3.08M 0.02% +4,716 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,470 shares; 2024Q4: 16,470 shares; 2025Q1: 16,470 shares; 2025Q2: 16,430 shares; 2025Q3: 16,650 shares; 2025Q4: 16,650 shares 16,650 $3.08M 0.02% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 16,798 shares; 2025Q1: 23,874 shares; 2025Q2: 22,220 shares; 2025Q3: 25,798 shares; 2025Q4: 26,879 shares 26,879 $3.06M 0.02% +1,081 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,611 shares; 2024Q4: 47,594 shares; 2025Q1: 48,745 shares; 2025Q2: 44,635 shares; 2025Q3: 43,260 shares; 2025Q4: 43,813 shares 43,813 $3.05M 0.02% +553 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,856 shares; 2025Q1: 52,813 shares; 2025Q2: 45,334 shares; 2025Q3: 45,531 shares; 2025Q4: 59,181 shares 59,181 $2.99M 0.02% +13,650 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,277 shares; 2025Q1: 2,065 shares; 2025Q2: 2,348 shares; 2025Q3: 2,000 shares; 2025Q4: 4,519 shares 4,519 $2.99M 0.02% +2,519 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,653 shares; 2024Q4: 40,360 shares; 2025Q1: 34,383 shares; 2025Q2: 31,308 shares; 2025Q3: 27,389 shares; 2025Q4: 36,599 shares 36,599 $2.94M 0.02% +9,210 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,063 shares; 2024Q4: 50,416 shares; 2025Q1: 43,594 shares; 2025Q2: 43,589 shares; 2025Q3: 42,713 shares; 2025Q4: 42,395 shares 42,395 $2.9M 0.02% -318 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,055 shares; 2024Q4: 3,805 shares; 2025Q1: 3,879 shares; 2025Q2: 4,163 shares; 2025Q3: 3,538 shares; 2025Q4: 8,255 shares 8,255 $2.89M 0.02% +4,717 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,745 shares; 2024Q4: 9,987 shares; 2025Q1: 7,971 shares; 2025Q2: 10,901 shares; 2025Q3: 9,577 shares; 2025Q4: 9,579 shares 9,579 $2.88M 0.02% +2 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 2,961 shares; 2025Q1: 7,562 shares; 2025Q2: 7,808 shares; 2025Q3: 4,105 shares; 2025Q4: 5,958 shares 5,958 $2.88M 0.02% +1,853 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,000 shares; 2024Q4: 64,351 shares; 2025Q1: 64,638 shares; 2025Q2: 64,638 shares; 2025Q3: 64,638 shares; 2025Q4: 64,638 shares 64,638 $2.83M 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,718 shares; 2024Q4: 78,345 shares; 2025Q1: 97,734 shares; 2025Q2: 109,466 shares; 2025Q3: 111,432 shares; 2025Q4: 51,541 shares 51,541 $2.82M 0.02% -59,891 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,377 shares; 2024Q4: 29,687 shares; 2025Q1: 27,575 shares; 2025Q2: 54,887 shares; 2025Q3: 53,734 shares; 2025Q4: 70,021 shares 70,021 $2.81M 0.02% +16,287 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,189 shares; 2025Q1: 92,956 shares; 2025Q2: 96,821 shares; 2025Q3: 111,216 shares; 2025Q4: 124,187 shares 124,187 $2.79M 0.02% +12,971 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,927 shares; 2024Q4: 71,475 shares; 2025Q1: 147,744 shares; 2025Q2: 39,140 shares; 2025Q3: 41,066 shares; 2025Q4: 19,706 shares 19,706 $2.78M 0.02% -21,360 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,117 shares; 2024Q4: 29,631 shares; 2025Q1: 28,604 shares; 2025Q2: 29,489 shares; 2025Q3: 17,694 shares; 2025Q4: 17,921 shares 17,921 $2.77M 0.02% +227 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,260 shares; 2024Q4: 36,021 shares; 2025Q1: 36,021 shares; 2025Q2: 64,938 shares; 2025Q3: 64,938 shares; 2025Q4: 64,938 shares 64,938 $2.76M 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,307 shares; 2024Q4: 9,822 shares; 2025Q1: 9,299 shares; 2025Q2: 9,335 shares; 2025Q3: 8,895 shares; 2025Q4: 10,717 shares 10,717 $2.76M 0.02% +1,822 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,266 shares; 2025Q3: 10,330 shares; 2025Q4: 31,829 shares 31,829 $2.72M 0.02% +21,499 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,500 shares; 2024Q4: 106,633 shares; 2025Q1: 223,466 shares; 2025Q2: 95,502 shares; 2025Q3: 203,304 shares; 2025Q4: 99,819 shares 99,819 $2.72M 0.02% -103,485 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,844 shares; 2024Q4: 16,011 shares; 2025Q1: 35,472 shares; 2025Q2: 37,832 shares; 2025Q3: 37,840 shares; 2025Q4: 19,141 shares 19,141 $2.7M 0.02% -18,699 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,069 shares; 2024Q4: 32,691 shares; 2025Q1: 84,530 shares; 2025Q2: 72,856 shares; 2025Q3: 69,416 shares; 2025Q4: 33,167 shares 33,167 $2.69M 0.02% -36,249 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,185 shares; 2024Q4: 7,984 shares; 2025Q1: 16,080 shares; 2025Q2: 16,496 shares; 2025Q3: 15,216 shares; 2025Q4: 11,154 shares 11,154 $2.69M 0.02% -4,062 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,224 shares; 2025Q1: 13,640 shares; 2025Q2: 14,518 shares; 2025Q3: 14,455 shares; 2025Q4: 20,518 shares 20,518 $2.69M 0.02% +6,063 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,385 shares; 2025Q1: 35,593 shares; 2025Q2: 35,593 shares; 2025Q3: 35,593 shares; 2025Q4: 35,593 shares 35,593 $2.69M 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,797 shares; 2024Q4: 58,029 shares; 2025Q1: 117,282 shares; 2025Q2: 56,567 shares; 2025Q3: 46,714 shares; 2025Q4: 72,768 shares 72,768 $2.69M 0.02% +26,054 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,072 shares; 2024Q4: 12,319 shares; 2025Q1: 11,870 shares; 2025Q2: 12,701 shares; 2025Q3: 11,786 shares; 2025Q4: 15,362 shares 15,362 $2.63M 0.02% +3,576 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 8,547 shares; 2025Q1: 14,507 shares; 2025Q2: 13,421 shares; 2025Q3: 10,702 shares; 2025Q4: 22,364 shares 22,364 $2.61M 0.02% +11,662 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 6,639 shares; 2025Q1: 6,343 shares; 2025Q2: 6,624 shares; 2025Q3: 5,808 shares; 2025Q4: 12,373 shares 12,373 $2.58M 0.02% +6,565 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,645 shares; 2025Q4: 54,217 shares 54,217 $2.58M 0.02% +27,572 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,170 shares; 2024Q4: 63,196 shares; 2025Q1: 62,926 shares; 2025Q2: 63,082 shares; 2025Q3: 59,528 shares; 2025Q4: 59,374 shares 59,374 $2.54M 0.02% -154 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,025 shares; 2024Q4: 26,682 shares; 2025Q1: 27,033 shares; 2025Q2: 27,108 shares; 2025Q3: 27,050 shares; 2025Q4: 29,366 shares 29,366 $2.53M 0.02% +2,316 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,261 shares; 2024Q4: 32,748 shares; 2025Q1: 33,246 shares; 2025Q2: 32,687 shares; 2025Q3: 35,144 shares; 2025Q4: 36,498 shares 36,498 $2.53M 0.02% +1,354 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,993 shares; 2024Q4: 38,539 shares; 2025Q1: 38,439 shares; 2025Q2: 38,439 shares; 2025Q3: 38,674 shares; 2025Q4: 38,571 shares 38,571 $2.53M 0.02% -103 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,045 shares; 2024Q4: 57,674 shares; 2025Q1: 58,223 shares; 2025Q2: 58,301 shares; 2025Q3: 58,223 shares; 2025Q4: 58,443 shares 58,443 $2.53M 0.02% +220 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,123 shares; 2024Q4: 41,959 shares; 2025Q1: 39,849 shares; 2025Q2: 43,845 shares; 2025Q3: 42,930 shares; 2025Q4: 39,809 shares 39,809 $2.52M 0.02% -3,121 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,374 shares; 2024Q4: 398,374 shares; 2025Q1: 398,374 shares; 2025Q2: 479,518 shares; 2025Q3: 479,518 shares; 2025Q4: 601,973 shares 601,973 $2.5M 0.02% +122,455 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,112 shares; 2024Q4: 5,619 shares; 2025Q1: 9,350 shares; 2025Q2: 6,137 shares; 2025Q3: 2,984 shares; 2025Q4: 3,243 shares 3,243 $2.5M 0.02% +259 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,258 shares; 2025Q1: 2,260 shares; 2025Q2: 2,281 shares; 2025Q3: 1,901 shares; 2025Q4: 16,229 shares 16,229 $2.49M 0.02% +14,328 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,610 shares; 2024Q4: 47,282 shares; 2025Q1: 48,598 shares; 2025Q2: 42,431 shares; 2025Q3: 42,576 shares; 2025Q4: 43,727 shares 43,727 $2.48M 0.02% +1,151 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,420 shares; 2025Q3: 31,203 shares; 2025Q4: 32,526 shares 32,526 $2.45M 0.02% +1,323 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,572 shares; 2024Q4: 28,128 shares; 2025Q1: 29,025 shares; 2025Q2: 30,428 shares; 2025Q3: 30,366 shares; 2025Q4: 23,968 shares 23,968 $2.4M 0.02% -6,398 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,596 shares; 2024Q4: 14,740 shares; 2025Q1: 14,850 shares; 2025Q2: 15,989 shares; 2025Q3: 15,691 shares; 2025Q4: 20,276 shares 20,276 $2.35M 0.02% +4,585 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,098 shares; 2024Q4: 96,722 shares; 2025Q1: 96,729 shares; 2025Q2: 96,670 shares; 2025Q3: 96,657 shares; 2025Q4: 99,276 shares 99,276 $2.35M 0.02% +2,619 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,734 shares; 2024Q4: 14,959 shares; 2025Q1: 16,298 shares; 2025Q2: 16,330 shares; 2025Q3: 18,538 shares; 2025Q4: 19,135 shares 19,135 $2.33M 0.02% +597 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,317 shares; 2024Q4: 43,000 shares; 2025Q1: 77,916 shares; 2025Q2: 79,182 shares; 2025Q3: 74,140 shares; 2025Q4: 42,865 shares 42,865 $2.29M 0.02% -31,275 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,429 shares; 2024Q4: 11,020 shares; 2025Q1: 11,059 shares; 2025Q2: 11,144 shares; 2025Q3: 11,435 shares; 2025Q4: 14,015 shares 14,015 $2.24M 0.02% +2,580 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,244 shares; 2024Q4: 23,133 shares; 2025Q1: 48,514 shares; 2025Q2: 46,528 shares; 2025Q3: 45,644 shares; 2025Q4: 23,131 shares 23,131 $2.24M 0.02% -22,513 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,042 shares; 2024Q4: 78,172 shares; 2025Q1: 78,281 shares; 2025Q2: 79,585 shares; 2025Q3: 79,703 shares; 2025Q4: 78,841 shares 78,841 $2.22M 0.02% -862 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 1,518 shares; 2025Q1: 3,036 shares; 2025Q2: 3,036 shares; 2025Q3: 1,509 shares; 2025Q4: 1,589 shares 1,589 $2.21M 0.02% +80 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,226 shares; 2024Q4: 61,246 shares; 2025Q1: 56,869 shares; 2025Q2: 54,049 shares; 2025Q3: 49,485 shares; 2025Q4: 48,437 shares 48,437 $2.2M 0.02% -1,048 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,032 shares; 2024Q4: 64,728 shares; 2025Q1: 64,899 shares; 2025Q2: 60,672 shares; 2025Q3: 38,589 shares; 2025Q4: 73,556 shares 73,556 $2.2M 0.02% +34,967 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,509 shares; 2024Q4: 28,679 shares; 2025Q1: 59,144 shares; 2025Q2: 58,162 shares; 2025Q3: 25,719 shares; 2025Q4: 40,617 shares 40,617 $2.19M 0.02% +14,898 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,955 shares; 2024Q4: 20,223 shares; 2025Q1: 22,653 shares; 2025Q2: 22,955 shares; 2025Q3: 22,234 shares; 2025Q4: 24,930 shares 24,930 $2.17M 0.02% +2,696 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 166 shares; 2025Q1: 186 shares; 2025Q2: 180 shares; 2025Q3: 137 shares; 2025Q4: 405 shares 405 $2.17M 0.02% +268 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,502 shares; 2024Q4: 50,405 shares; 2025Q1: 30,870 shares; 2025Q2: 25,095 shares; 2025Q3: 23,964 shares; 2025Q4: 47,925 shares 47,925 $2.14M 0.02% +23,961 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,690 shares; 2024Q4: 4,541 shares; 2025Q1: 4,787 shares; 2025Q2: 4,674 shares; 2025Q3: 7,610 shares; 2025Q4: 9,349 shares 9,349 $2.14M 0.02% +1,739 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,067 shares; 2024Q4: 52,079 shares; 2025Q1: 21,752 shares; 2025Q2: 22,224 shares; 2025Q3: 21,760 shares; 2025Q4: 29,075 shares 29,075 $2.14M 0.02% +7,315 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,262 shares; 2024Q4: 60,527 shares; 2025Q1: 72,119 shares; 2025Q2: 71,585 shares; 2025Q3: 76,138 shares; 2025Q4: 160,985 shares 160,985 $2.13M 0.02% +84,847 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,310 shares; 2024Q4: 39,725 shares; 2025Q1: 39,736 shares; 2025Q2: 40,562 shares; 2025Q3: 40,962 shares; 2025Q4: 40,975 shares 40,975 $2.11M 0.02% +13 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,093 shares; 2024Q4: 27,164 shares; 2025Q1: 56,436 shares; 2025Q2: 58,814 shares; 2025Q3: 57,756 shares; 2025Q4: 29,420 shares 29,420 $2.1M 0.02% -28,336 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,209 shares; 2025Q1: 3,304 shares; 2025Q2: 3,586 shares; 2025Q3: 3,301 shares; 2025Q4: 4,925 shares 4,925 $2.1M 0.02% +1,624 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,580 shares; 2024Q4: 70,740 shares; 2025Q1: 70,740 shares; 2025Q2: 70,740 shares; 2025Q3: 70,740 shares; 2025Q4: 78,774 shares 78,774 $2.09M 0.02% +8,034 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,771 shares; 2024Q4: 9,562 shares; 2025Q1: 9,613 shares; 2025Q2: 9,204 shares; 2025Q3: 9,422 shares; 2025Q4: 9,501 shares 9,501 $2.08M 0.02% +79 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 5,163 shares; 2025Q1: 9,726 shares; 2025Q2: 15,203 shares; 2025Q3: 21,766 shares; 2025Q4: 18,052 shares 18,052 $2.08M 0.02% -3,714 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,939 shares; 2024Q4: 11,988 shares; 2025Q1: 12,004 shares; 2025Q2: 12,019 shares; 2025Q3: 12,035 shares; 2025Q4: 17,129 shares 17,129 $2.08M 0.02% +5,094 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 3,741 shares; 2025Q1: 3,756 shares; 2025Q2: 3,371 shares; 2025Q3: 4,698 shares; 2025Q4: 6,643 shares 6,643 $2.07M 0.02% +1,945 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,335 shares; 2024Q4: 15,364 shares; 2025Q1: 15,411 shares; 2025Q2: 16,258 shares; 2025Q3: 15,890 shares; 2025Q4: 17,956 shares 17,956 $2.07M 0.02% +2,066 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,041 shares; 2024Q4: 12,813 shares; 2025Q1: 21,388 shares; 2025Q2: 20,596 shares; 2025Q3: 9,220 shares; 2025Q4: 10,160 shares 10,160 $2.06M 0.02% +940 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,708 shares; 2024Q4: 118,805 shares; 2025Q1: 119,061 shares; 2025Q2: 107,979 shares; 2025Q3: 81,792 shares; 2025Q4: 63,061 shares 63,061 $2.03M 0.02% -18,731 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,000 shares; 2024Q4: 38,403 shares; 2025Q1: 38,796 shares; 2025Q2: 38,796 shares; 2025Q3: 38,796 shares; 2025Q4: 38,796 shares 38,796 $2.02M 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,005 shares; 2024Q4: 29,753 shares; 2025Q1: 29,144 shares; 2025Q2: 25,982 shares; 2025Q3: 25,342 shares; 2025Q4: 24,720 shares 24,720 $2.02M 0.02% -622 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 994 shares; 2025Q1: 1,008 shares; 2025Q2: 3,951 shares; 2025Q3: 5,045 shares; 2025Q4: 5,547 shares 5,547 $2M 0.02% +502 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 258,588 shares; 2025Q2: 258,588 shares; 2025Q3: 258,593 shares; 2025Q4: 258,732 shares 258,732 $1.98M 0.02% +139 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,810 shares; 2025Q1: 20,543 shares; 2025Q2: 19,727 shares; 2025Q3: 19,815 shares; 2025Q4: 23,276 shares 23,276 $1.97M 0.02% +3,461 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,982 shares; 2024Q4: 105,273 shares; 2025Q1: 103,235 shares; 2025Q2: 99,179 shares; 2025Q3: 90,753 shares; 2025Q4: 81,725 shares 81,725 $1.91M 0.02% -9,028 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,249 shares; 2024Q4: 5,072 shares; 2025Q1: 4,218 shares; 2025Q2: 3,999 shares; 2025Q3: 5,284 shares; 2025Q4: 6,888 shares 6,888 $1.87M 0.01% +1,604 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,494 shares; 2024Q4: 15,962 shares; 2025Q1: 16,550 shares; 2025Q2: 18,278 shares; 2025Q3: 15,370 shares; 2025Q4: 23,530 shares 23,530 $1.87M 0.01% +8,160 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,498 shares; 2024Q4: 13,891 shares; 2025Q1: 13,423 shares; 2025Q2: 14,514 shares; 2025Q3: 27,352 shares; 2025Q4: 14,059 shares 14,059 $1.87M 0.01% -13,293 Timeline FSTR FOSTER L B CO More: the full row for FOSTER L B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,935 shares; 2025Q4: 68,923 shares 68,923 $1.86M 0.01% +58,988 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,445 shares; 2024Q4: 14,429 shares; 2025Q1: 14,548 shares; 2025Q2: 15,470 shares; 2025Q3: 31,720 shares; 2025Q4: 16,148 shares 16,148 $1.84M 0.01% -15,572 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,899 shares; 2024Q4: 6,614 shares; 2025Q1: 6,836 shares; 2025Q2: 6,865 shares; 2025Q3: 6,824 shares; 2025Q4: 8,300 shares 8,300 $1.82M 0.01% +1,476 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,665 shares; 2024Q4: 8,579 shares; 2025Q1: 8,700 shares; 2025Q2: 8,768 shares; 2025Q3: 8,678 shares; 2025Q4: 9,330 shares 9,330 $1.82M 0.01% +652 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,399 shares; 2024Q4: 5,414 shares; 2025Q1: 5,430 shares; 2025Q2: 5,446 shares; 2025Q3: 5,461 shares; 2025Q4: 5,807 shares 5,807 $1.79M 0.01% +346 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,415 shares; 2024Q4: 95,415 shares; 2025Q1: 95,415 shares; 2025Q2: 95,415 shares; 2025Q3: 95,415 shares; 2025Q4: 95,415 shares 95,415 $1.79M 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,368 shares; 2025Q1: 8,618 shares; 2025Q2: 9,046 shares; 2025Q3: 3,141 shares; 2025Q4: 5,038 shares 5,038 $1.78M 0.01% +1,897 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,135 shares; 2024Q4: 35,891 shares; 2025Q1: 37,974 shares; 2025Q2: 39,267 shares; 2025Q3: 39,215 shares; 2025Q4: 39,642 shares 39,642 $1.76M 0.01% +427 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,467 shares; 2024Q4: 22,216 shares; 2025Q1: 22,054 shares; 2025Q2: 20,613 shares; 2025Q3: 26,756 shares; 2025Q4: 61,111 shares 61,111 $1.76M 0.01% +34,355 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,369 shares; 2024Q4: 9,399 shares; 2025Q1: 9,413 shares; 2025Q2: 9,504 shares; 2025Q3: 9,388 shares; 2025Q4: 10,399 shares 10,399 $1.74M 0.01% +1,011 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 5,278 shares; 2025Q1: 4,621 shares; 2025Q2: 4,772 shares; 2025Q3: 4,578 shares; 2025Q4: 6,029 shares 6,029 $1.74M 0.01% +1,451 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,788 shares; 2024Q4: 29,109 shares; 2025Q1: 29,005 shares; 2025Q2: 30,503 shares; 2025Q3: 31,938 shares; 2025Q4: 39,803 shares 39,803 $1.74M 0.01% +7,865 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,221 shares; 2024Q4: 53,828 shares; 2025Q1: 54,413 shares; 2025Q2: 32,873 shares; 2025Q3: 32,566 shares; 2025Q4: 29,477 shares 29,477 $1.73M 0.01% -3,089 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,012 shares; 2024Q4: 18,964 shares; 2025Q1: 18,964 shares; 2025Q2: 18,418 shares; 2025Q3: 18,693 shares; 2025Q4: 18,712 shares 18,712 $1.73M 0.01% +19 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: not reported; 2025Q1: 352 shares; 2025Q2: 457 shares; 2025Q3: 332 shares; 2025Q4: 1,412 shares 1,412 $1.72M 0.01% +1,080 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,022 shares; 2024Q4: 7,474 shares; 2025Q1: 7,106 shares; 2025Q2: 7,125 shares; 2025Q3: 5,800 shares; 2025Q4: 9,804 shares 9,804 $1.7M 0.01% +4,004 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,916 shares; 2025Q1: 2,334 shares; 2025Q2: 2,409 shares; 2025Q3: 2,766 shares; 2025Q4: 3,593 shares 3,593 $1.68M 0.01% +827 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,832 shares; 2025Q1: 17,832 shares; 2025Q2: 34,558 shares; 2025Q3: 34,558 shares; 2025Q4: 34,879 shares 34,879 $1.67M 0.01% +321 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 6,291 shares; 2025Q1: 5,847 shares; 2025Q2: 5,310 shares; 2025Q3: 4,875 shares; 2025Q4: 6,370 shares 6,370 $1.67M 0.01% +1,495 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,645 shares; 2025Q1: 1,671 shares; 2025Q2: 2,033 shares; 2025Q3: 1,166 shares; 2025Q4: 2,946 shares 2,946 $1.67M 0.01% +1,780 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 11,849 shares; 2025Q1: 11,565 shares; 2025Q2: 11,442 shares; 2025Q3: 11,343 shares; 2025Q4: 6,754 shares 6,754 $1.66M 0.01% -4,589 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193,045 shares; 2025Q3: 226,486 shares; 2025Q4: 202,186 shares 202,186 $1.64M 0.01% -24,300 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,185 shares; 2024Q4: 6,592 shares; 2025Q1: 6,592 shares; 2025Q2: 6,592 shares; 2025Q3: 6,592 shares; 2025Q4: 6,592 shares 6,592 $1.64M 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,675 shares; 2025Q1: 77,746 shares; 2025Q2: 72,632 shares; 2025Q3: 72,727 shares; 2025Q4: 70,992 shares 70,992 $1.63M 0.01% -1,735 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,314 shares; 2024Q4: 15,931 shares; 2025Q1: 16,718 shares; 2025Q2: 17,461 shares; 2025Q3: 16,542 shares; 2025Q4: 22,067 shares 22,067 $1.62M 0.01% +5,525 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 5,197 shares; 2025Q1: 9,616 shares; 2025Q2: 9,898 shares; 2025Q3: 9,596 shares; 2025Q4: 5,615 shares 5,615 $1.62M 0.01% -3,981 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,453 shares; 2024Q4: 6,511 shares; 2025Q1: 6,363 shares; 2025Q2: 7,141 shares; 2025Q3: 6,684 shares; 2025Q4: 11,964 shares 11,964 $1.62M 0.01% +5,280 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,726 shares; 2024Q4: 32,943 shares; 2025Q1: 30,294 shares; 2025Q2: 25,363 shares; 2025Q3: 21,959 shares; 2025Q4: 26,797 shares 26,797 $1.61M 0.01% +4,838 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,650 shares; 2024Q4: 51,328 shares; 2025Q1: 51,658 shares; 2025Q2: 51,658 shares; 2025Q3: 51,658 shares; 2025Q4: 51,658 shares 51,658 $1.61M 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,483 shares; 2024Q4: 10,730 shares; 2025Q1: 10,848 shares; 2025Q2: 11,116 shares; 2025Q3: 10,822 shares; 2025Q4: 14,581 shares 14,581 $1.61M 0.01% +3,759 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,266 shares; 2024Q4: 21,789 shares; 2025Q1: 21,742 shares; 2025Q2: 12,878 shares; 2025Q3: 23,094 shares; 2025Q4: 29,434 shares 29,434 $1.6M 0.01% +6,340 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,096 shares; 2024Q4: 33,603 shares; 2025Q1: 30,633 shares; 2025Q2: 27,673 shares; 2025Q3: 25,467 shares; 2025Q4: 32,337 shares 32,337 $1.59M 0.01% +6,870 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 2,486 shares; 2025Q1: 2,444 shares; 2025Q2: 2,873 shares; 2025Q3: 2,244 shares; 2025Q4: 4,084 shares 4,084 $1.59M 0.01% +1,840 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,573 shares; 2024Q4: 9,788 shares; 2025Q1: 10,427 shares; 2025Q2: 10,652 shares; 2025Q3: 21,898 shares; 2025Q4: 11,169 shares 11,169 $1.58M 0.01% -10,729 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,913 shares; 2024Q4: 13,099 shares; 2025Q1: 12,555 shares; 2025Q2: 12,732 shares; 2025Q3: 12,456 shares; 2025Q4: 13,768 shares 13,768 $1.54M 0.01% +1,312 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,525 shares; 2024Q4: 13,490 shares; 2025Q1: 13,490 shares; 2025Q2: 9,425 shares; 2025Q3: 8,800 shares; 2025Q4: 8,925 shares 8,925 $1.54M 0.01% +125 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,385 shares; 2025Q1: 1,248 shares; 2025Q2: 1,284 shares; 2025Q3: 1,375 shares; 2025Q4: 1,751 shares 1,751 $1.54M 0.01% +376 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,532 shares; 2025Q1: 5,601 shares; 2025Q2: 6,176 shares; 2025Q3: 6,614 shares; 2025Q4: 7,131 shares 7,131 $1.53M 0.01% +517 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,669 shares; 2024Q4: 11,718 shares; 2025Q1: 37,640 shares; 2025Q2: 37,156 shares; 2025Q3: 37,330 shares; 2025Q4: 18,392 shares 18,392 $1.52M 0.01% -18,938 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,503 shares; 2024Q4: 6,428 shares; 2025Q1: 12,856 shares; 2025Q2: 10,408 shares; 2025Q3: 8,934 shares; 2025Q4: 4,430 shares 4,430 $1.52M 0.01% -4,504 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,258 shares; 2025Q1: 1,254 shares; 2025Q2: 1,310 shares; 2025Q3: 743 shares; 2025Q4: 1,849 shares 1,849 $1.52M 0.01% +1,106 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,373 shares; 2025Q1: 7,273 shares; 2025Q2: 32,201 shares; 2025Q3: 32,232 shares; 2025Q4: 26,483 shares 26,483 $1.52M 0.01% -5,749 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,465 shares; 2024Q4: 19,603 shares; 2025Q1: 19,178 shares; 2025Q2: 19,669 shares; 2025Q3: 18,675 shares; 2025Q4: 20,877 shares 20,877 $1.51M 0.01% +2,202 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,291 shares; 2025Q1: 1,225 shares; 2025Q2: 1,056 shares; 2025Q3: 803 shares; 2025Q4: 894 shares 894 $1.51M 0.01% +91 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,063 shares; 2024Q4: 4,301 shares; 2025Q1: 3,752 shares; 2025Q2: 3,928 shares; 2025Q3: 3,965 shares; 2025Q4: 7,206 shares 7,206 $1.5M 0.01% +3,241 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,910 shares; 2024Q4: 16,900 shares; 2025Q1: 34,308 shares; 2025Q2: 36,456 shares; 2025Q3: 17,415 shares; 2025Q4: 23,236 shares 23,236 $1.48M 0.01% +5,821 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,499 shares; 2025Q1: 3,579 shares; 2025Q2: 3,360 shares; 2025Q3: 2,810 shares; 2025Q4: 5,104 shares 5,104 $1.48M 0.01% +2,294 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,792 shares; 2025Q1: 1,797 shares; 2025Q2: 1,681 shares; 2025Q3: 1,593 shares; 2025Q4: 3,151 shares 3,151 $1.47M 0.01% +1,558 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,746 shares; 2025Q1: 5,406 shares; 2025Q2: 5,240 shares; 2025Q3: 2,765 shares; 2025Q4: 3,761 shares 3,761 $1.46M 0.01% +996 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,380 shares; 2024Q4: 77,434 shares; 2025Q1: 77,466 shares; 2025Q2: 76,950 shares; 2025Q3: 15,064 shares; 2025Q4: 15,348 shares 15,348 $1.46M 0.01% +284 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,835 shares; 2024Q4: 57,532 shares; 2025Q1: 55,473 shares; 2025Q2: 55,472 shares; 2025Q3: 59,085 shares; 2025Q4: 59,692 shares 59,692 $1.45M 0.01% +607 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,927 shares; 2024Q4: 28,948 shares; 2025Q1: 60,840 shares; 2025Q2: 29,135 shares; 2025Q3: 26,578 shares; 2025Q4: 40,120 shares 40,120 $1.45M 0.01% +13,542 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,126 shares; 2024Q4: 26,031 shares; 2025Q1: 29,946 shares; 2025Q2: 12,373 shares; 2025Q3: 10,290 shares; 2025Q4: 17,392 shares 17,392 $1.42M 0.01% +7,102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,002 shares; 2024Q4: 12,021 shares; 2025Q1: 11,887 shares; 2025Q2: 12,167 shares; 2025Q3: 11,931 shares; 2025Q4: 13,544 shares 13,544 $1.42M 0.01% +1,613 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,483 shares; 2024Q4: 11,525 shares; 2025Q1: 22,376 shares; 2025Q2: 23,604 shares; 2025Q3: 11,072 shares; 2025Q4: 14,122 shares 14,122 $1.4M 0.01% +3,050 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 597 shares; 2025Q1: 619 shares; 2025Q2: 609 shares; 2025Q3: 484 shares; 2025Q4: 1,310 shares 1,310 $1.4M 0.01% +826 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,112 shares; 2024Q4: 63,339 shares; 2025Q1: 10,695 shares; 2025Q2: 13,150 shares; 2025Q3: 10,246 shares; 2025Q4: 13,203 shares 13,203 $1.4M 0.01% +2,957 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,118 shares; 2024Q4: 10,440 shares; 2025Q1: 20,526 shares; 2025Q2: 8,400 shares; 2025Q3: 7,586 shares; 2025Q4: 10,607 shares 10,607 $1.37M 0.01% +3,021 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,594 shares; 2024Q4: 6,938 shares; 2025Q1: 6,273 shares; 2025Q2: 5,065 shares; 2025Q3: 4,719 shares; 2025Q4: 8,386 shares 8,386 $1.36M 0.01% +3,667 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 757 shares; 2025Q1: 1,792 shares; 2025Q2: 2,228 shares; 2025Q3: 1,231 shares; 2025Q4: 1,671 shares 1,671 $1.35M 0.01% +440 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,174 shares; 2024Q4: 47,097 shares; 2025Q1: 44,601 shares; 2025Q2: 45,425 shares; 2025Q3: 45,354 shares; 2025Q4: 45,347 shares 45,347 $1.34M 0.01% -7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 2,034 shares; 2025Q1: 1,901 shares; 2025Q2: 2,001 shares; 2025Q3: 1,971 shares; 2025Q4: 3,170 shares 3,170 $1.34M 0.01% +1,199 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,517 shares; 2024Q4: 23,561 shares; 2025Q1: 59,238 shares; 2025Q2: 45,622 shares; 2025Q3: 46,534 shares; 2025Q4: 23,271 shares 23,271 $1.34M 0.01% -23,263 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,212 shares; 2024Q4: 9,753 shares; 2025Q1: 11,838 shares; 2025Q2: 8,627 shares; 2025Q3: 6,887 shares; 2025Q4: 8,180 shares 8,180 $1.33M 0.01% +1,293 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,570 shares; 2024Q4: 37,093 shares; 2025Q1: 33,941 shares; 2025Q2: 35,361 shares; 2025Q3: 32,972 shares; 2025Q4: 27,003 shares 27,003 $1.32M 0.01% -5,969 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 720 shares; 2025Q1: 683 shares; 2025Q2: 10,282 shares; 2025Q3: 8,657 shares; 2025Q4: 14,397 shares 14,397 $1.31M 0.01% +5,740 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,569 shares; 2024Q4: 9,749 shares; 2025Q1: 10,379 shares; 2025Q2: 8,556 shares; 2025Q3: 11,496 shares; 2025Q4: 15,338 shares 15,338 $1.31M 0.01% +3,842 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 6,009 shares; 2025Q1: 6,207 shares; 2025Q2: 6,926 shares; 2025Q3: 5,830 shares; 2025Q4: 13,659 shares 13,659 $1.3M 0.01% +7,829 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 2,078 shares; 2025Q1: 2,153 shares; 2025Q2: 2,143 shares; 2025Q3: 2,066 shares; 2025Q4: 2,656 shares 2,656 $1.3M 0.01% +590 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,242 shares; 2024Q4: 12,899 shares; 2025Q1: 25,238 shares; 2025Q2: 25,538 shares; 2025Q3: 24,116 shares; 2025Q4: 16,431 shares 16,431 $1.3M 0.01% -7,685 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,168 shares; 2025Q1: 16,168 shares; 2025Q2: 34,493 shares; 2025Q3: 34,493 shares; 2025Q4: 37,593 shares 37,593 $1.3M 0.01% +3,100 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,894 shares; 2025Q1: 3,931 shares; 2025Q2: 4,212 shares; 2025Q3: 3,830 shares; 2025Q4: 4,698 shares 4,698 $1.29M 0.01% +868 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,959 shares; 2024Q4: 39,139 shares; 2025Q1: 41,219 shares; 2025Q2: 36,860 shares; 2025Q3: 30,442 shares; 2025Q4: 35,694 shares 35,694 $1.29M 0.01% +5,252 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,605 shares; 2024Q4: 22,611 shares; 2025Q1: 22,658 shares; 2025Q2: 26,532 shares; 2025Q3: 26,540 shares; 2025Q4: 26,839 shares 26,839 $1.28M 0.01% +299 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 17,024 shares; 2025Q1: 18,024 shares; 2025Q2: 18,115 shares; 2025Q3: 18,606 shares; 2025Q4: 18,618 shares 18,618 $1.28M 0.01% +12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,355 shares; 2024Q4: 17,647 shares; 2025Q1: 36,080 shares; 2025Q2: 37,940 shares; 2025Q3: 18,820 shares; 2025Q4: 22,605 shares 22,605 $1.27M 0.01% +3,785 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,265 shares; 2024Q4: 6,034 shares; 2025Q1: 5,937 shares; 2025Q2: 5,899 shares; 2025Q3: 5,244 shares; 2025Q4: 10,604 shares 10,604 $1.27M 0.01% +5,360 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,270 shares; 2025Q1: 3,187 shares; 2025Q2: 11,233 shares; 2025Q3: 10,897 shares; 2025Q4: 11,453 shares 11,453 $1.26M 0.01% +556 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,794 shares; 2025Q1: 1,567 shares; 2025Q2: 1,395 shares; 2025Q3: 1,394 shares; 2025Q4: 5,027 shares 5,027 $1.26M 0.01% +3,633 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,385 shares; 2025Q1: 3,538 shares; 2025Q2: 2,319 shares; 2025Q3: 1,715 shares; 2025Q4: 6,739 shares 6,739 $1.25M 0.01% +5,024 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,614 shares; 2024Q4: 7,783 shares; 2025Q1: 7,527 shares; 2025Q2: 5,253 shares; 2025Q3: 5,008 shares; 2025Q4: 6,350 shares 6,350 $1.23M 0.01% +1,342 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,024 shares; 2024Q4: 4,219 shares; 2025Q1: 4,246 shares; 2025Q2: 4,259 shares; 2025Q3: 4,182 shares; 2025Q4: 4,271 shares 4,271 $1.23M 0.01% +89 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,429 shares; 2024Q4: 35,336 shares; 2025Q1: 84,382 shares; 2025Q2: 79,284 shares; 2025Q3: 79,244 shares; 2025Q4: 38,340 shares 38,340 $1.23M 0.01% -40,904 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 9,527 shares; 2025Q1: 10,268 shares; 2025Q2: 9,928 shares; 2025Q3: 9,422 shares; 2025Q4: 11,621 shares 11,621 $1.23M 0.01% +2,199 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 354 shares; 2025Q4: 26,307 shares 26,307 $1.21M 0.01% +25,953 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,518 shares; 2024Q4: 15,397 shares; 2025Q1: 14,916 shares; 2025Q2: 17,082 shares; 2025Q3: 21,911 shares; 2025Q4: 22,296 shares 22,296 $1.2M 0.01% +385 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,614 shares; 2025Q3: 50,862 shares; 2025Q4: 53,656 shares 53,656 $1.2M 0.01% +2,794 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,898 shares; 2024Q4: 15,772 shares; 2025Q1: 15,858 shares; 2025Q2: 15,534 shares; 2025Q3: 15,427 shares; 2025Q4: 15,777 shares 15,777 $1.19M 0.01% +350 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,955 shares; 2025Q4: 14,149 shares 14,149 $1.18M 0.01% +12,194 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,741 shares; 2024Q4: 7,884 shares; 2025Q1: 6,884 shares; 2025Q2: 6,424 shares; 2025Q3: 5,813 shares; 2025Q4: 13,514 shares 13,514 $1.18M 0.01% +7,701 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,543 shares; 2024Q4: 38,204 shares; 2025Q1: 39,444 shares; 2025Q2: 36,944 shares; 2025Q3: 38,647 shares; 2025Q4: 38,647 shares 38,647 $1.17M 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,421 shares; 2025Q1: 12,935 shares; 2025Q2: 12,800 shares; 2025Q3: 12,180 shares; 2025Q4: 12,623 shares 12,623 $1.17M 0.01% +443 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,546 shares; 2024Q4: 6,812 shares; 2025Q1: 6,769 shares; 2025Q2: 6,603 shares; 2025Q3: 6,259 shares; 2025Q4: 7,233 shares 7,233 $1.16M 0.01% +974 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,633 shares; 2024Q4: 33,689 shares; 2025Q1: 29,903 shares; 2025Q2: 26,563 shares; 2025Q3: 20,005 shares; 2025Q4: 24,012 shares 24,012 $1.16M 0.01% +4,007 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 6,934 shares; 2025Q1: 6,571 shares; 2025Q2: 6,685 shares; 2025Q3: 7,643 shares; 2025Q4: 7,406 shares 7,406 $1.15M 0.01% -237 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,259 shares; 2024Q4: 31,174 shares; 2025Q1: 36,528 shares; 2025Q2: 19,987 shares; 2025Q3: 21,488 shares; 2025Q4: 22,532 shares 22,532 $1.15M 0.01% +1,044 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 4,081 shares; 2025Q1: 8,984 shares; 2025Q2: 9,286 shares; 2025Q3: 4,135 shares; 2025Q4: 6,082 shares 6,082 $1.14M 0.01% +1,947 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 1,645 shares; 2025Q1: 1,668 shares; 2025Q2: 1,885 shares; 2025Q3: 1,657 shares; 2025Q4: 4,100 shares 4,100 $1.13M 0.01% +2,443 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,874 shares; 2025Q3: 8,570 shares; 2025Q4: 8,591 shares 8,591 $1.12M 0.01% +21 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,092 shares; 2025Q3: 103,380 shares; 2025Q4: 104,287 shares 104,287 $1.12M 0.01% +907 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,871 shares; 2024Q4: 2,736 shares; 2025Q1: 2,914 shares; 2025Q2: 3,272 shares; 2025Q3: 2,904 shares; 2025Q4: 7,613 shares 7,613 $1.12M 0.01% +4,709 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,993 shares; 2024Q4: 5,934 shares; 2025Q1: 7,612 shares; 2025Q2: 7,803 shares; 2025Q3: 6,531 shares; 2025Q4: 11,534 shares 11,534 $1.11M 0.01% +5,003 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,128 shares; 2024Q4: 9,282 shares; 2025Q1: 22,108 shares; 2025Q2: 21,660 shares; 2025Q3: 21,590 shares; 2025Q4: 10,802 shares 10,802 $1.11M 0.01% -10,788 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,750 shares; 2025Q1: 1,760 shares; 2025Q2: 2,066 shares; 2025Q3: 1,661 shares; 2025Q4: 3,283 shares 3,283 $1.11M 0.01% +1,622 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,762 shares; 2025Q3: 4,877 shares; 2025Q4: 20,803 shares 20,803 $1.1M 0.01% +15,926 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,686 shares; 2025Q1: 2,244 shares; 2025Q2: 2,681 shares; 2025Q3: 1,992 shares; 2025Q4: 8,929 shares 8,929 $1.1M 0.01% +6,937 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,607 shares; 2024Q4: 5,607 shares; 2025Q1: 14,832 shares; 2025Q2: 18,950 shares; 2025Q3: 18,958 shares; 2025Q4: 8,916 shares 8,916 $1.08M 0.01% -10,042 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,473 shares; 2024Q4: 4,719 shares; 2025Q1: 4,838 shares; 2025Q2: 5,313 shares; 2025Q3: 3,486 shares; 2025Q4: 13,475 shares 13,475 $1.07M 0.01% +9,989 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,161 shares; 2024Q4: 12,505 shares; 2025Q1: 11,725 shares; 2025Q2: 12,330 shares; 2025Q3: 8,896 shares; 2025Q4: 10,329 shares 10,329 $1.06M 0.01% +1,433 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,097 shares; 2025Q1: 34,509 shares; 2025Q2: 18,679 shares; 2025Q3: 56,158 shares; 2025Q4: 47,000 shares 47,000 $1.05M 0.01% -9,158 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,800 shares; 2024Q4: 128,195 shares; 2025Q1: 264,782 shares; 2025Q2: 51,037 shares; 2025Q3: 42,962 shares; 2025Q4: 79,413 shares 79,413 $1.04M 0.01% +36,451 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,808 shares; 2024Q4: 11,777 shares; 2025Q1: 9,790 shares; 2025Q2: 9,946 shares; 2025Q3: 9,384 shares; 2025Q4: 13,166 shares 13,166 $1.04M 0.01% +3,782 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,799 shares; 2024Q4: 91,799 shares; 2025Q1: 91,799 shares; 2025Q2: 92,402 shares; 2025Q3: 85,152 shares; 2025Q4: 90,091 shares 90,091 $1.04M 0.01% +4,939 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,424 shares; 2024Q4: 3,417 shares; 2025Q1: 3,417 shares; 2025Q2: 3,417 shares; 2025Q3: 3,417 shares; 2025Q4: 3,440 shares 3,440 $1.03M 0.01% +23 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,083 shares; 2024Q4: 11,840 shares; 2025Q1: 11,026 shares; 2025Q2: 6,921 shares; 2025Q3: 6,361 shares; 2025Q4: 6,054 shares 6,054 $1.02M 0.01% -307 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 4,069 shares; 2025Q1: 9,538 shares; 2025Q2: 8,597 shares; 2025Q3: 16,758 shares; 2025Q4: 7,877 shares 7,877 $1.02M 0.01% -8,881 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 1,028 shares; 2025Q1: 601 shares; 2025Q2: 1,313 shares; 2025Q3: 942 shares; 2025Q4: 2,890 shares 2,890 $1.01M 0.01% +1,948 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 5,949 shares; 2025Q1: 12,332 shares; 2025Q2: 4,184 shares; 2025Q3: 8,786 shares; 2025Q4: 5,564 shares 5,564 $1.01M 0.01% -3,222 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: 3,451 shares; 2025Q1: 3,678 shares; 2025Q2: 4,127 shares; 2025Q3: 3,352 shares; 2025Q4: 5,420 shares 5,420 $1.01M 0.01% +2,068 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 861 shares; 2025Q1: 1,446 shares; 2025Q2: 3,198 shares; 2025Q3: 2,955 shares; 2025Q4: 3,869 shares 3,869 $1M 0.01% +914 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,871 shares; 2024Q4: 7,606 shares; 2025Q1: 7,606 shares; 2025Q2: 7,606 shares; 2025Q3: 7,176 shares; 2025Q4: 7,176 shares 7,176 $1000K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,819 shares; 2024Q4: 3,577 shares; 2025Q1: 45,933 shares; 2025Q2: 46,469 shares; 2025Q3: 25,972 shares; 2025Q4: 10,859 shares 10,859 $998K 0.01% -15,113 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 1,887 shares; 2025Q1: 1,679 shares; 2025Q2: 1,550 shares; 2025Q3: 1,445 shares; 2025Q4: 1,947 shares 1,947 $994K 0.01% +502 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 7,224 shares; 2025Q1: 7,750 shares; 2025Q2: 9,667 shares; 2025Q3: 6,914 shares; 2025Q4: 10,610 shares 10,610 $993K 0.01% +3,696 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 768 shares; 2025Q1: 688 shares; 2025Q2: 1,040 shares; 2025Q3: 660 shares; 2025Q4: 1,891 shares 1,891 $988K 0.01% +1,231 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,235 shares; 2025Q1: 95,223 shares; 2025Q2: 127,095 shares; 2025Q3: 108,200 shares; 2025Q4: 76,463 shares 76,463 $986K 0.01% -31,737 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,738 shares; 2024Q4: 7,601 shares; 2025Q1: 7,645 shares; 2025Q2: 7,562 shares; 2025Q3: 10,130 shares; 2025Q4: 10,887 shares 10,887 $979K 0.01% +757 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,199 shares; 2024Q4: 9,399 shares; 2025Q1: 9,428 shares; 2025Q2: 8,517 shares; 2025Q3: 7,852 shares; 2025Q4: 15,652 shares 15,652 $978K 0.01% +7,800 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,753 shares; 2025Q2: 3,668 shares; 2025Q3: 3,717 shares; 2025Q4: 10,523 shares 10,523 $977K 0.01% +6,806 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,826 shares; 2025Q1: 11,929 shares; 2025Q2: 11,871 shares; 2025Q3: 11,755 shares; 2025Q4: 12,113 shares 12,113 $970K 0.01% +358 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,195 shares; 2025Q1: 2,199 shares; 2025Q2: 2,349 shares; 2025Q3: 2,115 shares; 2025Q4: 3,436 shares 3,436 $958K 0.01% +1,321 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 6,265 shares; 2025Q1: 6,583 shares; 2025Q2: 6,572 shares; 2025Q3: 5,544 shares; 2025Q4: 7,597 shares 7,597 $956K 0.01% +2,053 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,668 shares; 2025Q1: 1,371 shares; 2025Q2: 1,719 shares; 2025Q3: 1,317 shares; 2025Q4: 3,219 shares 3,219 $953K 0.01% +1,902 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,051 shares; 2024Q4: 12,880 shares; 2025Q1: 15,111 shares; 2025Q2: 14,016 shares; 2025Q3: 13,343 shares; 2025Q4: 14,772 shares 14,772 $952K 0.01% +1,429 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,079 shares; 2024Q4: 8,485 shares; 2025Q1: 10,927 shares; 2025Q2: 8,370 shares; 2025Q3: 8,928 shares; 2025Q4: 22,256 shares 22,256 $950K 0.01% +13,328 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,046 shares; 2024Q4: 7,087 shares; 2025Q1: 9,100 shares; 2025Q2: 7,256 shares; 2025Q3: 6,744 shares; 2025Q4: 10,075 shares 10,075 $949K 0.01% +3,331 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,323 shares; 2024Q4: 6,185 shares; 2025Q1: 11,942 shares; 2025Q2: 9,626 shares; 2025Q3: 9,374 shares; 2025Q4: 4,619 shares 4,619 $946K 0.01% -4,755 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,600 shares; 2025Q1: not reported; 2025Q2: 4,482 shares; 2025Q3: 4,433 shares; 2025Q4: 11,622 shares 11,622 $945K 0.01% +7,189 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 197 shares; 2025Q4: 1,400 shares 1,400 $943K 0.01% +1,203 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 7,347 shares; 2025Q1: 7,331 shares; 2025Q2: 7,231 shares; 2025Q3: 6,986 shares; 2025Q4: 7,452 shares 7,452 $943K 0.01% +466 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 10,800 shares; 2025Q1: 10,599 shares; 2025Q2: 8,382 shares; 2025Q3: 8,254 shares; 2025Q4: 9,828 shares 9,828 $943K 0.01% +1,574 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 2,396 shares; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 2,922 shares; 2025Q4: 7,453 shares 7,453 $938K 0.01% +4,531 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,312 shares; 2024Q4: 2,902 shares; 2025Q1: 3,257 shares; 2025Q2: 2,361 shares; 2025Q3: 2,202 shares; 2025Q4: 7,335 shares 7,335 $935K 0.01% +5,133 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,709 shares; 2025Q3: 12,169 shares; 2025Q4: 11,234 shares 11,234 $927K 0.01% -935 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,544 shares; 2025Q2: 3,264 shares; 2025Q3: 9,203 shares; 2025Q4: 9,162 shares 9,162 $920K 0.01% -41 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,746 shares; 2024Q4: 4,982 shares; 2025Q1: 5,375 shares; 2025Q2: 6,196 shares; 2025Q3: 4,767 shares; 2025Q4: 5,927 shares 5,927 $917K 0.01% +1,160 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,908 shares; 2025Q1: 36,908 shares; 2025Q2: 39,904 shares; 2025Q3: 39,908 shares; 2025Q4: 39,918 shares 39,918 $914K 0.01% +10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,047 shares; 2025Q1: 19,047 shares; 2025Q2: 27,340 shares; 2025Q3: 27,343 shares; 2025Q4: 27,345 shares 27,345 $899K 0.01% +2 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,470 shares; 2024Q4: 15,544 shares; 2025Q1: 13,315 shares; 2025Q2: 12,235 shares; 2025Q3: 10,559 shares; 2025Q4: 15,375 shares 15,375 $898K 0.01% +4,816 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 6,355 shares; 2025Q1: 6,230 shares; 2025Q2: 6,446 shares; 2025Q3: 6,230 shares; 2025Q4: 6,835 shares 6,835 $887K 0.01% +605 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,621 shares; 2024Q4: 11,622 shares; 2025Q1: 11,313 shares; 2025Q2: 11,570 shares; 2025Q3: 10,852 shares; 2025Q4: 15,063 shares 15,063 $880K 0.01% +4,211 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 7,006 shares; 2025Q1: 6,888 shares; 2025Q2: 6,728 shares; 2025Q3: 6,120 shares; 2025Q4: 9,500 shares 9,500 $878K 0.01% +3,380 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,986 shares; 2024Q4: 11,997 shares; 2025Q1: 10,825 shares; 2025Q2: 7,633 shares; 2025Q3: 6,775 shares; 2025Q4: 8,949 shares 8,949 $875K 0.01% +2,174 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,011 shares; 2025Q1: 17,011 shares; 2025Q2: 20,747 shares; 2025Q3: 20,747 shares; 2025Q4: 26,383 shares 26,383 $873K 0.01% +5,636 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,271 shares; 2024Q4: 34,355 shares; 2025Q1: 34,434 shares; 2025Q2: 36,879 shares; 2025Q3: 36,843 shares; 2025Q4: 37,160 shares 37,160 $867K 0.01% +317 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,206 shares; 2024Q4: 4,605 shares; 2025Q1: 4,315 shares; 2025Q2: 4,808 shares; 2025Q3: 9,988 shares; 2025Q4: 5,731 shares 5,731 $867K 0.01% -4,257 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,094 shares; 2024Q4: 11,316 shares; 2025Q1: 20,308 shares; 2025Q2: 15,911 shares; 2025Q3: 12,472 shares; 2025Q4: 17,027 shares 17,027 $865K 0.01% +4,555 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 2,810 shares; 2025Q1: 4,129 shares; 2025Q2: 4,552 shares; 2025Q3: 3,535 shares; 2025Q4: 6,256 shares 6,256 $862K 0.01% +2,721 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,536 shares; 2024Q4: 12,130 shares; 2025Q1: 13,900 shares; 2025Q2: 18,370 shares; 2025Q3: 12,643 shares; 2025Q4: 12,784 shares 12,784 $858K 0.01% +141 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 3,022 shares; 2025Q1: 2,888 shares; 2025Q2: 2,985 shares; 2025Q3: 2,802 shares; 2025Q4: 4,254 shares 4,254 $857K 0.01% +1,452 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,550 shares; 2025Q4: 17,550 shares 17,550 $855K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,524 shares; 2024Q4: 5,498 shares; 2025Q1: 5,588 shares; 2025Q2: 5,950 shares; 2025Q3: 5,856 shares; 2025Q4: 8,413 shares 8,413 $849K 0.01% +2,557 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,259 shares; 2024Q4: 40,809 shares; 2025Q1: 18,445 shares; 2025Q2: 16,368 shares; 2025Q3: 13,163 shares; 2025Q4: 9,764 shares 9,764 $842K 0.01% -3,399 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 312 shares; 2025Q1: 237 shares; 2025Q2: 215 shares; 2025Q3: 182 shares; 2025Q4: 247 shares 247 $839K 0.01% +65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,911 shares; 2024Q4: 9,542 shares; 2025Q1: 15,578 shares; 2025Q2: 15,230 shares; 2025Q3: 6,707 shares; 2025Q4: 7,964 shares 7,964 $828K 0.01% +1,257 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 749 shares; 2025Q1: 730 shares; 2025Q2: 881 shares; 2025Q3: 443 shares; 2025Q4: 1,825 shares 1,825 $827K 0.01% +1,382 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,116 shares; 2025Q3: 3,090 shares; 2025Q4: 8,219 shares 8,219 $821K 0.01% +5,129 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,491 shares; 2025Q1: 25,491 shares; 2025Q2: 25,491 shares; 2025Q3: 33,745 shares; 2025Q4: 33,745 shares 33,745 $819K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,611 shares; 2024Q4: 3,844 shares; 2025Q1: 3,757 shares; 2025Q2: 2,161 shares; 2025Q3: 2,154 shares; 2025Q4: 3,255 shares 3,255 $817K 0.01% +1,101 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 282 shares; 2025Q4: 9,368 shares 9,368 $816K 0.01% +9,086 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,574 shares; 2025Q1: 13,574 shares; 2025Q2: 21,474 shares; 2025Q3: 21,476 shares; 2025Q4: 21,477 shares 21,477 $816K 0.01% +1 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 10,994 shares; 2025Q1: 10,901 shares; 2025Q2: 13,341 shares; 2025Q3: 10,842 shares; 2025Q4: 17,749 shares 17,749 $815K 0.01% +6,907 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 1,205 shares; 2025Q1: 1,234 shares; 2025Q2: 1,310 shares; 2025Q3: 1,169 shares; 2025Q4: 2,759 shares 2,759 $810K 0.01% +1,590 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,197 shares; 2024Q4: 5,912 shares; 2025Q1: 6,457 shares; 2025Q2: 6,455 shares; 2025Q3: 6,621 shares; 2025Q4: 9,851 shares 9,851 $808K 0.01% +3,230 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,688 shares; 2024Q4: 22,027 shares; 2025Q1: 23,545 shares; 2025Q2: 20,073 shares; 2025Q3: 18,271 shares; 2025Q4: 17,001 shares 17,001 $805K 0.01% -1,270 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,074 shares; 2024Q4: 12,843 shares; 2025Q1: 30,424 shares; 2025Q2: 25,654 shares; 2025Q3: 26,720 shares; 2025Q4: 17,696 shares 17,696 $800K 0.01% -9,024 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,888 shares; 2024Q4: 12,875 shares; 2025Q1: 25,884 shares; 2025Q2: 27,092 shares; 2025Q3: 29,388 shares; 2025Q4: 15,452 shares 15,452 $786K 0.01% -13,936 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,020 shares 12,020 $786K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,927 shares; 2024Q4: 14,837 shares; 2025Q1: 14,939 shares; 2025Q2: 14,122 shares; 2025Q3: 12,947 shares; 2025Q4: 16,736 shares 16,736 $778K 0.01% +3,789 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,578 shares; 2024Q4: 11,917 shares; 2025Q1: 12,067 shares; 2025Q2: 11,953 shares; 2025Q3: 11,725 shares; 2025Q4: 12,058 shares 12,058 $776K 0.01% +333 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,310 shares; 2024Q4: 25,911 shares; 2025Q1: 46,219 shares; 2025Q2: 19,686 shares; 2025Q3: 13,803 shares; 2025Q4: 14,427 shares 14,427 $772K 0.01% +624 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 6,262 shares; 2025Q1: 6,263 shares; 2025Q2: 6,263 shares; 2025Q3: 13,768 shares; 2025Q4: 6,884 shares 6,884 $770K 0.01% -6,884 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,028 shares; 2025Q2: not reported; 2025Q3: 1,550 shares; 2025Q4: 2,602 shares 2,602 $769K 0.01% +1,052 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,236 shares; 2024Q4: 30,618 shares; 2025Q1: 30,618 shares; 2025Q2: 27,950 shares; 2025Q3: 17,636 shares; 2025Q4: 17,636 shares 17,636 $766K 0.01% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,975 shares; 2024Q4: 5,956 shares; 2025Q1: 5,956 shares; 2025Q2: 5,956 shares; 2025Q3: 5,956 shares; 2025Q4: 6,875 shares 6,875 $763K 0.01% +919 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 2,871 shares; 2025Q1: 3,046 shares; 2025Q2: 2,961 shares; 2025Q3: 2,186 shares; 2025Q4: 4,329 shares 4,329 $760K 0.01% +2,143 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,446 shares; 2025Q1: 1,219 shares; 2025Q2: 1,310 shares; 2025Q3: 1,162 shares; 2025Q4: 1,421 shares 1,421 $757K 0.01% +259 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 3,541 shares; 2025Q1: 2,807 shares; 2025Q2: 2,619 shares; 2025Q3: 2,599 shares; 2025Q4: 3,676 shares 3,676 $756K 0.01% +1,077 Timeline BBHL BBH TR More: the full row for BBH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,816 shares 46,816 $755K 0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,946 shares; 2024Q4: 9,159 shares; 2025Q1: 8,398 shares; 2025Q2: 8,297 shares; 2025Q3: 7,963 shares; 2025Q4: 8,736 shares 8,736 $754K 0.01% +773 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,504 shares; 2025Q4: 9,915 shares 9,915 $753K 0.01% +7,411 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 17,251 shares; 2025Q1: 17,574 shares; 2025Q2: 25,621 shares; 2025Q3: 24,932 shares; 2025Q4: 20,001 shares 20,001 $749K 0.01% -4,931 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,698 shares; 2024Q4: 4,411 shares; 2025Q1: 4,129 shares; 2025Q2: 4,194 shares; 2025Q3: 3,353 shares; 2025Q4: 7,544 shares 7,544 $748K 0.01% +4,191 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,449 shares; 2025Q1: 1,398 shares; 2025Q2: 1,563 shares; 2025Q3: 1,467 shares; 2025Q4: 3,079 shares 3,079 $748K 0.01% +1,612 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 3,174 shares; 2025Q1: 3,017 shares; 2025Q2: 3,103 shares; 2025Q3: 2,550 shares; 2025Q4: 6,224 shares 6,224 $745K 0.01% +3,674 Timeline