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: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares 112 $84.5M 12.63% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,270 shares; 2024Q4: 114,270 shares; 2025Q1: 112,767 shares; 2025Q2: 114,619 shares; 2025Q3: 117,478 shares; 2025Q4: 118,119 shares 118,119 $80.9M 12.09% +641 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: 42,641 shares; 2024Q4: 42,641 shares; 2025Q1: 43,696 shares; 2025Q2: 48,154 shares; 2025Q3: 51,096 shares; 2025Q4: 50,845 shares 50,845 $25.6M 3.82% -251 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 297,469 shares 297,469 $23.4M 3.5% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,115 shares; 2024Q4: 36,115 shares; 2025Q1: 35,806 shares; 2025Q2: 43,458 shares; 2025Q3: 93,112 shares; 2025Q4: 349,562 shares 349,562 $23.1M 3.45% +256,450 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: 250,574 shares; 2024Q4: 250,574 shares; 2025Q1: 252,107 shares; 2025Q2: 244,014 shares; 2025Q3: 247,419 shares; 2025Q4: 244,249 shares 244,249 $23M 3.44% -3,170 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: 103,968 shares; 2024Q4: 103,968 shares; 2025Q1: 102,800 shares; 2025Q2: 92,472 shares; 2025Q3: 91,453 shares; 2025Q4: 89,858 shares 89,858 $17.8M 2.67% -1,595 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: 26,247 shares; 2024Q4: 26,247 shares; 2025Q1: 26,017 shares; 2025Q2: 28,560 shares; 2025Q3: 28,544 shares; 2025Q4: 90,966 shares 90,966 $17.4M 2.6% +62,422 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: 261,000 shares; 2024Q4: 261,000 shares; 2025Q1: 260,209 shares; 2025Q2: 240,213 shares; 2025Q3: 234,822 shares; 2025Q4: 224,760 shares 224,760 $15.6M 2.33% -10,062 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: 382,053 shares; 2024Q4: 382,053 shares; 2025Q1: 383,465 shares; 2025Q2: 437,588 shares; 2025Q3: 439,551 shares; 2025Q4: 428,720 shares 428,720 $14.1M 2.11% -10,831 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: 158,873 shares; 2024Q4: 158,873 shares; 2025Q1: 158,783 shares; 2025Q2: 152,691 shares; 2025Q3: 157,991 shares; 2025Q4: 165,718 shares 165,718 $13.5M 2.01% +7,727 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: 58,483 shares; 2024Q4: 58,483 shares; 2025Q1: 57,254 shares; 2025Q2: 53,861 shares; 2025Q3: 53,304 shares; 2025Q4: 52,761 shares 52,761 $13.2M 1.97% -543 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: 11,192 shares; 2024Q4: 11,192 shares; 2025Q1: 11,192 shares; 2025Q2: 126,672 shares; 2025Q3: 145,609 shares; 2025Q4: 320,178 shares 320,178 $12.2M 1.82% +174,569 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: 49,605 shares; 2024Q4: 49,605 shares; 2025Q1: 49,683 shares; 2025Q2: 49,625 shares; 2025Q3: 49,250 shares; 2025Q4: 49,176 shares 49,176 $11.2M 1.68% -74 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,372 shares; 2024Q4: 398,372 shares; 2025Q1: 398,071 shares; 2025Q2: 393,009 shares; 2025Q3: 408,550 shares; 2025Q4: 405,618 shares 405,618 $9.44M 1.41% -2,932 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: 60,387 shares; 2024Q4: 60,387 shares; 2025Q1: 61,355 shares; 2025Q2: 60,318 shares; 2025Q3: 60,716 shares; 2025Q4: 60,819 shares 60,819 $9.04M 1.35% +103 Timeline IAI 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: 36,804 shares; 2024Q4: 36,804 shares; 2025Q1: 37,590 shares; 2025Q2: 37,230 shares; 2025Q3: 42,106 shares; 2025Q4: 46,870 shares 46,870 $8.41M 1.26% +4,764 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: 32,116 shares; 2024Q4: 32,116 shares; 2025Q1: 33,296 shares; 2025Q2: 33,809 shares; 2025Q3: 35,165 shares; 2025Q4: 39,012 shares 39,012 $8.38M 1.25% +3,847 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: 10,115 shares; 2024Q4: 10,115 shares; 2025Q1: 10,382 shares; 2025Q2: 9,147 shares; 2025Q3: 11,661 shares; 2025Q4: 11,341 shares 11,341 $7.73M 1.16% -320 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: 25,664 shares; 2024Q4: 25,664 shares; 2025Q1: 25,209 shares; 2025Q2: 22,228 shares; 2025Q3: 21,938 shares; 2025Q4: 27,219 shares 27,219 $7.4M 1.11% +5,281 Timeline IYJ 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: 35,564 shares; 2024Q4: 35,564 shares; 2025Q1: 36,763 shares; 2025Q2: 41,159 shares; 2025Q3: 43,689 shares; 2025Q4: 49,821 shares 49,821 $7.38M 1.1% +6,132 Timeline IYC 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: 58,871 shares; 2025Q3: 62,210 shares; 2025Q4: 71,104 shares 71,104 $7.33M 1.1% +8,894 Timeline IAK 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: 36,290 shares; 2024Q4: 36,290 shares; 2025Q1: 37,727 shares; 2025Q2: 41,990 shares; 2025Q3: 45,277 shares; 2025Q4: 52,458 shares 52,458 $7.14M 1.07% +7,181 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: 53,354 shares; 2024Q4: 53,354 shares; 2025Q1: 54,332 shares; 2025Q2: 54,975 shares; 2025Q3: 58,105 shares; 2025Q4: 66,590 shares 66,590 $7.04M 1.05% +8,485 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: 41,821 shares; 2024Q4: 41,821 shares; 2025Q1: 41,567 shares; 2025Q2: 37,528 shares; 2025Q3: 36,488 shares; 2025Q4: 36,554 shares 36,554 $7M 1.05% +66 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,767 shares; 2024Q4: 101,767 shares; 2025Q1: 101,080 shares; 2025Q2: 93,206 shares; 2025Q3: 92,177 shares; 2025Q4: 90,749 shares 90,749 $6.81M 1.02% -1,428 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: 95,333 shares; 2024Q4: 95,333 shares; 2025Q1: 93,537 shares; 2025Q2: 85,104 shares; 2025Q3: 81,417 shares; 2025Q4: 78,246 shares 78,246 $6.75M 1.01% -3,171 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,580 shares; 2024Q4: 224,580 shares; 2025Q1: 224,000 shares; 2025Q2: 253,700 shares; 2025Q3: 253,395 shares; 2025Q4: 252,794 shares 252,794 $6.62M 0.99% -601 Timeline QVAL 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: 138,314 shares; 2024Q4: 138,314 shares; 2025Q1: 135,885 shares; 2025Q2: 132,139 shares; 2025Q3: 130,752 shares; 2025Q4: 128,166 shares 128,166 $6.25M 0.93% -2,586 Timeline IDHQ 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: 47,880 shares; 2025Q2: 123,410 shares; 2025Q3: 184,197 shares; 2025Q4: 176,561 shares 176,561 $6.21M 0.93% -7,636 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: 44,909 shares; 2024Q4: 44,909 shares; 2025Q1: 44,736 shares; 2025Q2: 44,810 shares; 2025Q3: 44,921 shares; 2025Q4: 44,945 shares 44,945 $5.63M 0.84% +24 Timeline VLUE 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: 49,196 shares; 2024Q4: 49,196 shares; 2025Q1: 48,415 shares; 2025Q2: 40,505 shares; 2025Q3: 40,419 shares; 2025Q4: 39,015 shares 39,015 $5.33M 0.8% -1,404 Timeline EEMV 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: 92,496 shares; 2024Q4: 92,496 shares; 2025Q1: 90,317 shares; 2025Q2: 84,266 shares; 2025Q3: 82,415 shares; 2025Q4: 80,016 shares 80,016 $5.12M 0.77% -2,399 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: 68,776 shares; 2024Q4: 68,776 shares; 2025Q1: 55,973 shares; 2025Q2: 70,466 shares; 2025Q3: 55,147 shares; 2025Q4: 61,693 shares 61,693 $5.11M 0.76% +6,546 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: 9,187 shares; 2024Q4: 9,187 shares; 2025Q1: 9,097 shares; 2025Q2: 9,911 shares; 2025Q3: 9,687 shares; 2025Q4: 10,058 shares 10,058 $4.86M 0.73% +371 Timeline TCV EA SER TR TOWLE VALUE ETF More: the full row for EA SER TR TOWLE VALUE ETF 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: 187,308 shares 187,308 $4.85M 0.72% new 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: 8,189 shares; 2024Q4: 8,189 shares; 2025Q1: 7,917 shares; 2025Q2: 7,565 shares; 2025Q3: 7,345 shares; 2025Q4: 7,325 shares 7,325 $4.59M 0.69% -20 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: 14,585 shares; 2024Q4: 14,585 shares; 2025Q1: 14,876 shares; 2025Q2: 14,952 shares; 2025Q3: 15,360 shares; 2025Q4: 19,596 shares 19,596 $4.52M 0.68% +4,236 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,703 shares; 2024Q4: 30,703 shares; 2025Q1: 31,121 shares; 2025Q2: 30,958 shares; 2025Q3: 30,514 shares; 2025Q4: 31,957 shares 31,957 $4.52M 0.68% +1,443 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: 66,955 shares; 2024Q4: 66,955 shares; 2025Q1: 65,453 shares; 2025Q2: 64,177 shares; 2025Q3: 62,978 shares; 2025Q4: 61,144 shares 61,144 $4.26M 0.64% -1,834 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: 31,574 shares; 2024Q4: 31,574 shares; 2025Q1: 33,308 shares; 2025Q2: 33,255 shares; 2025Q3: 33,353 shares; 2025Q4: 32,318 shares 32,318 $3.91M 0.58% -1,035 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: 11,353 shares; 2024Q4: 11,353 shares; 2025Q1: 11,270 shares; 2025Q2: 11,322 shares; 2025Q3: 11,327 shares; 2025Q4: 11,284 shares 11,284 $3.64M 0.54% -43 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: 7,900 shares; 2024Q4: 7,900 shares; 2025Q1: 7,745 shares; 2025Q2: 28,860 shares; 2025Q3: 52,848 shares; 2025Q4: 55,388 shares 55,388 $3.57M 0.53% +2,540 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: 31,151 shares; 2024Q4: 31,151 shares; 2025Q1: 30,814 shares; 2025Q2: 27,005 shares; 2025Q3: 26,850 shares; 2025Q4: 26,916 shares 26,916 $3.23M 0.48% +66 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: 24,212 shares; 2024Q4: 24,212 shares; 2025Q1: 26,095 shares; 2025Q2: 17,408 shares; 2025Q3: 21,171 shares; 2025Q4: 27,449 shares 27,449 $3.16M 0.47% +6,278 Timeline TAXE T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 56,905 shares; 2025Q4: 56,905 shares 56,905 $2.91M 0.43% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,275 shares 34,275 $2.6M 0.39% new 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: 10,984 shares; 2024Q4: 10,984 shares; 2025Q1: 11,061 shares; 2025Q2: 10,701 shares; 2025Q3: 11,033 shares; 2025Q4: 11,008 shares 11,008 $2.28M 0.34% -25 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: 73,887 shares; 2024Q4: 73,887 shares; 2025Q1: 73,967 shares; 2025Q2: 49,197 shares; 2025Q3: 49,196 shares; 2025Q4: 49,699 shares 49,699 $2.26M 0.34% +503 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: 28,518 shares; 2024Q4: 28,518 shares; 2025Q1: 28,453 shares; 2025Q2: 27,946 shares; 2025Q3: 27,883 shares; 2025Q4: 28,116 shares 28,116 $2.22M 0.33% +233 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: 40,917 shares; 2024Q4: 40,917 shares; 2025Q1: 41,855 shares; 2025Q2: 41,788 shares; 2025Q3: 41,680 shares; 2025Q4: 42,046 shares 42,046 $2.17M 0.32% +366 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 3,613 shares; 2025Q1: 3,404 shares; 2025Q2: 5,327 shares; 2025Q3: 5,334 shares; 2025Q4: 7,050 shares 7,050 $2.14M 0.32% +1,716 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 2,646 shares; 2025Q2: 2,645 shares; 2025Q3: 3,423 shares; 2025Q4: 3,439 shares 3,439 $2.11M 0.32% +16 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: 13,607 shares; 2024Q4: 13,607 shares; 2025Q1: 13,858 shares; 2025Q2: 13,695 shares; 2025Q3: 13,704 shares; 2025Q4: 13,634 shares 13,634 $1.95M 0.29% -70 Timeline DNL 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: 43,801 shares; 2024Q4: 43,801 shares; 2025Q1: 43,939 shares; 2025Q2: 44,308 shares; 2025Q3: 44,925 shares; 2025Q4: 45,045 shares 45,045 $1.86M 0.28% +120 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: 11,074 shares; 2024Q4: 11,074 shares; 2025Q1: 9,897 shares; 2025Q2: 10,032 shares; 2025Q3: 9,860 shares; 2025Q4: 9,705 shares 9,705 $1.72M 0.26% -155 Timeline CZA 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: 15,785 shares; 2024Q4: 15,785 shares; 2025Q1: 15,785 shares; 2025Q2: 15,535 shares; 2025Q3: 15,535 shares; 2025Q4: 15,535 shares 15,535 $1.72M 0.26% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 4,729 shares; 2025Q1: 4,975 shares; 2025Q2: 4,752 shares; 2025Q3: 4,753 shares; 2025Q4: 4,771 shares 4,771 $1.68M 0.25% +18 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 70,943 shares; 2025Q3: 70,943 shares; 2025Q4: 57,611 shares 57,611 $1.63M 0.24% -13,332 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: 11,231 shares; 2024Q4: 11,231 shares; 2025Q1: 13,183 shares; 2025Q2: 14,665 shares; 2025Q3: 15,713 shares; 2025Q4: 16,336 shares 16,336 $1.57M 0.24% +623 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: 18,426 shares; 2024Q4: 18,426 shares; 2025Q1: 17,726 shares; 2025Q2: 16,290 shares; 2025Q3: 16,290 shares; 2025Q4: 16,290 shares 16,290 $1.56M 0.23% 0 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: 3,188 shares; 2024Q4: 3,188 shares; 2025Q1: 3,082 shares; 2025Q2: 2,521 shares; 2025Q3: 4,192 shares; 2025Q4: 3,946 shares 3,946 $1.53M 0.23% -246 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: 2,915 shares; 2024Q4: 2,915 shares; 2025Q1: 2,928 shares; 2025Q2: 2,856 shares; 2025Q3: 2,783 shares; 2025Q4: 2,638 shares 2,638 $1.51M 0.23% -145 Timeline AIVL 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: 14,474 shares; 2024Q4: 14,474 shares; 2025Q1: 14,099 shares; 2025Q2: 13,394 shares; 2025Q3: 13,334 shares; 2025Q4: 13,125 shares 13,125 $1.51M 0.23% -209 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,197 shares; 2024Q4: 9,197 shares; 2025Q1: 8,340 shares; 2025Q2: 12,940 shares; 2025Q3: 16,614 shares; 2025Q4: 16,489 shares 16,489 $1.48M 0.22% -125 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,858 shares; 2025Q2: 33,401 shares; 2025Q3: 16,681 shares; 2025Q4: 30,684 shares 30,684 $1.46M 0.22% +14,003 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: 1,756 shares; 2024Q4: 1,756 shares; 2025Q1: 1,952 shares; 2025Q2: 1,810 shares; 2025Q3: 2,352 shares; 2025Q4: 4,546 shares 4,546 $1.42M 0.21% +2,194 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: 5,829 shares; 2024Q4: 5,829 shares; 2025Q1: 5,838 shares; 2025Q2: 7,002 shares; 2025Q3: 6,873 shares; 2025Q4: 6,446 shares 6,446 $1.42M 0.21% -427 Timeline AIRR 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: 13,344 shares; 2024Q4: 13,344 shares; 2025Q1: 13,344 shares; 2025Q2: 13,344 shares; 2025Q3: 13,174 shares; 2025Q4: 13,174 shares 13,174 $1.3M 0.19% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 4,919 shares; 2025Q1: 4,913 shares; 2025Q2: 4,398 shares; 2025Q3: 4,846 shares; 2025Q4: 5,247 shares 5,247 $1.29M 0.19% +401 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: 2,980 shares; 2024Q4: 2,980 shares; 2025Q1: 3,080 shares; 2025Q2: 2,946 shares; 2025Q3: 2,575 shares; 2025Q4: 2,569 shares 2,569 $1.23M 0.18% -6 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: 14,178 shares; 2024Q4: 14,178 shares; 2025Q1: 14,096 shares; 2025Q2: 14,047 shares; 2025Q3: 13,911 shares; 2025Q4: 13,447 shares 13,447 $1.2M 0.18% -464 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: 3,040 shares; 2024Q4: 3,040 shares; 2025Q1: 2,898 shares; 2025Q2: 2,898 shares; 2025Q3: 2,898 shares; 2025Q4: 2,898 shares 2,898 $1.2M 0.18% 0 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: 9,698 shares; 2024Q4: 9,698 shares; 2025Q1: 10,015 shares; 2025Q2: 10,601 shares; 2025Q3: 10,998 shares; 2025Q4: 9,990 shares 9,990 $1.11M 0.17% -1,008 Timeline RPV 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: 10,307 shares; 2024Q4: 10,307 shares; 2025Q1: 10,291 shares; 2025Q2: 10,841 shares; 2025Q3: 10,841 shares; 2025Q4: 10,651 shares 10,651 $1.1M 0.16% -190 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: 9,166 shares; 2024Q4: 9,166 shares; 2025Q1: 9,184 shares; 2025Q2: 15,617 shares; 2025Q3: 16,704 shares; 2025Q4: 16,022 shares 16,022 $1.08M 0.16% -682 Timeline VSGX 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: 10,349 shares; 2024Q4: 10,349 shares; 2025Q1: 13,300 shares; 2025Q2: 15,029 shares; 2025Q3: 15,267 shares; 2025Q4: 14,733 shares 14,733 $1.06M 0.16% -534 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,155 shares; 2025Q1: 2,181 shares; 2025Q2: 2,098 shares; 2025Q3: 2,107 shares; 2025Q4: 2,980 shares 2,980 $1.05M 0.16% +873 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: 3,411 shares; 2024Q4: 3,411 shares; 2025Q1: 3,429 shares; 2025Q2: 3,422 shares; 2025Q3: 3,358 shares; 2025Q4: 3,378 shares 3,378 $1.03M 0.15% +20 Timeline QQQM 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: 3,830 shares; 2025Q3: 3,773 shares; 2025Q4: 4,048 shares 4,048 $1.02M 0.15% +275 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: 9,282 shares; 2024Q4: 9,282 shares; 2025Q1: 9,150 shares; 2025Q2: 8,707 shares; 2025Q3: 7,973 shares; 2025Q4: 8,077 shares 8,077 $972K 0.15% +104 Timeline FXR 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: 12,135 shares; 2024Q4: 12,135 shares; 2025Q1: 12,135 shares; 2025Q2: 12,135 shares; 2025Q3: 12,135 shares; 2025Q4: 12,135 shares 12,135 $969K 0.14% 0 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: 3,491 shares; 2024Q4: 3,491 shares; 2025Q1: 3,332 shares; 2025Q2: 2,960 shares; 2025Q3: 3,063 shares; 2025Q4: 2,913 shares 2,913 $914K 0.14% -150 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: 8,364 shares; 2024Q4: 8,364 shares; 2025Q1: 10,114 shares; 2025Q2: 10,114 shares; 2025Q3: 10,114 shares; 2025Q4: 10,114 shares 10,114 $891K 0.13% 0 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,290 shares; 2025Q2: 75,870 shares; 2025Q3: 30,510 shares; 2025Q4: 30,510 shares 30,510 $886K 0.13% 0 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: 2,001 shares; 2024Q4: 2,001 shares; 2025Q1: 1,966 shares; 2025Q2: 1,965 shares; 2025Q3: 1,897 shares; 2025Q4: 1,889 shares 1,889 $880K 0.13% -8 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: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,686 shares; 2025Q2: 2,592 shares; 2025Q3: 2,389 shares; 2025Q4: 2,499 shares 2,499 $860K 0.13% +110 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: 1,899 shares; 2024Q4: 1,899 shares; 2025Q1: 1,863 shares; 2025Q2: 1,807 shares; 2025Q3: 1,687 shares; 2025Q4: 1,888 shares 1,888 $849K 0.13% +201 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: 1,372 shares; 2024Q4: 1,372 shares; 2025Q1: 1,358 shares; 2025Q2: 659 shares; 2025Q3: 668 shares; 2025Q4: 1,281 shares 1,281 $846K 0.13% +613 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: 2,146 shares; 2024Q4: 2,146 shares; 2025Q1: 2,119 shares; 2025Q2: 2,165 shares; 2025Q3: 2,160 shares; 2025Q4: 2,134 shares 2,134 $846K 0.13% -26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,067 shares 3,067 $844K 0.13% new 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: 77,035 shares; 2024Q4: 77,035 shares; 2025Q1: 74,006 shares; 2025Q2: 55,244 shares; 2025Q3: 53,044 shares; 2025Q4: 47,730 shares 47,730 $828K 0.12% -5,314 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: 5,053 shares; 2024Q4: 5,053 shares; 2025Q1: 5,132 shares; 2025Q2: 4,487 shares; 2025Q3: 5,112 shares; 2025Q4: 5,848 shares 5,848 $825K 0.12% +736 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: 5,562 shares; 2024Q4: 5,562 shares; 2025Q1: 5,578 shares; 2025Q2: 5,906 shares; 2025Q3: 5,905 shares; 2025Q4: 5,905 shares 5,905 $823K 0.12% 0 Timeline ESG 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: 4,858 shares; 2024Q4: 4,858 shares; 2025Q1: 4,875 shares; 2025Q2: 5,165 shares; 2025Q3: 5,164 shares; 2025Q4: 5,164 shares 5,164 $817K 0.12% 0 Timeline FLOT 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: 11,588 shares; 2025Q3: 12,650 shares; 2025Q4: 15,878 shares 15,878 $808K 0.12% +3,228 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: 2,508 shares; 2024Q4: 2,508 shares; 2025Q1: 2,501 shares; 2025Q2: 2,513 shares; 2025Q3: 2,514 shares; 2025Q4: 2,512 shares 2,512 $800K 0.12% -2 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,875 shares; 2025Q4: 4,875 shares 4,875 $779K 0.12% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,755 shares; 2024Q4: 8,755 shares; 2025Q1: 26,265 shares; 2025Q2: 26,265 shares; 2025Q3: 26,265 shares; 2025Q4: 26,265 shares 26,265 $778K 0.12% 0 Timeline ACWV 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: 8,470 shares; 2024Q4: 8,470 shares; 2025Q1: 8,329 shares; 2025Q2: 6,633 shares; 2025Q3: 6,570 shares; 2025Q4: 6,398 shares 6,398 $760K 0.11% -172 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,045 shares; 2025Q3: 3,058 shares; 2025Q4: 2,655 shares 2,655 $758K 0.11% -403 Timeline ESGG 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: 3,310 shares; 2024Q4: 3,310 shares; 2025Q1: 3,330 shares; 2025Q2: 3,564 shares; 2025Q3: 3,563 shares; 2025Q4: 3,563 shares 3,563 $731K 0.11% 0 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: 1,612 shares; 2024Q4: 1,612 shares; 2025Q1: 1,612 shares; 2025Q2: 1,612 shares; 2025Q3: 1,612 shares; 2025Q4: 1,452 shares 1,452 $687K 0.1% -160 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,599 shares; 2024Q4: 11,599 shares; 2025Q1: 5,111 shares; 2025Q2: 3,209 shares; 2025Q3: 5,366 shares; 2025Q4: 4,866 shares 4,866 $680K 0.1% -500 Timeline XMLV 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: 12,242 shares; 2024Q4: 12,242 shares; 2025Q1: 12,158 shares; 2025Q2: 11,926 shares; 2025Q3: 11,640 shares; 2025Q4: 10,754 shares 10,754 $671K 0.1% -886 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: 7,564 shares; 2024Q4: 7,564 shares; 2025Q1: 7,323 shares; 2025Q2: 7,222 shares; 2025Q3: 7,138 shares; 2025Q4: 7,120 shares 7,120 $664K 0.1% -18 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 14,360 shares; 2025Q3: 14,360 shares; 2025Q4: 14,360 shares 14,360 $660K 0.1% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,937 shares; 2025Q4: 5,937 shares 5,937 $623K 0.09% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 3,853 shares; 2025Q1: 4,111 shares; 2025Q2: 4,022 shares; 2025Q3: 4,134 shares; 2025Q4: 4,297 shares 4,297 $617K 0.09% +163 Timeline SVAL 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: 24,954 shares; 2024Q4: 24,954 shares; 2025Q1: 23,753 shares; 2025Q2: 19,635 shares; 2025Q3: 19,603 shares; 2025Q4: 17,880 shares 17,880 $614K 0.09% -1,723 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: 8,110 shares; 2024Q4: 8,110 shares; 2025Q1: 6,533 shares; 2025Q2: 6,606 shares; 2025Q3: 7,091 shares; 2025Q4: 3,290 shares 3,290 $614K 0.09% -3,801 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: 237 shares; 2024Q4: 237 shares; 2025Q1: 260 shares; 2025Q2: 297 shares; 2025Q3: 301 shares; 2025Q4: 702 shares 702 $605K 0.09% +401 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,841 shares; 2025Q4: 4,841 shares 4,841 $587K 0.09% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,864 shares; 2025Q3: 29,204 shares; 2025Q4: 29,225 shares 29,225 $577K 0.09% +21 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: 6,924 shares; 2024Q4: 6,924 shares; 2025Q1: 6,851 shares; 2025Q2: 6,901 shares; 2025Q3: 6,932 shares; 2025Q4: 6,962 shares 6,962 $559K 0.08% +30 Timeline GEW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,682 shares 10,682 $549K 0.08% new Timeline SPMO 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: 4,508 shares; 2025Q4: 4,508 shares 4,508 $538K 0.08% 0 Timeline IVAL 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: 19,126 shares; 2024Q4: 19,126 shares; 2025Q1: 19,126 shares; 2025Q2: 17,331 shares; 2025Q3: 16,558 shares; 2025Q4: 16,558 shares 16,558 $521K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 699 shares; 2025Q4: 1,486 shares 1,486 $514K 0.08% +787 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,772 shares; 2025Q4: 23,801 shares 23,801 $490K 0.07% +11,029 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,000 shares 18,000 $489K 0.07% new 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: 4,795 shares; 2024Q4: 4,795 shares; 2025Q1: 4,785 shares; 2025Q2: 6,225 shares; 2025Q3: 6,455 shares; 2025Q4: 6,605 shares 6,605 $472K 0.07% +150 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 31,957 shares; 2025Q3: 31,957 shares; 2025Q4: 12,674 shares 12,674 $467K 0.07% -19,283 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,298 shares; 2025Q4: 2,324 shares 2,324 $464K 0.07% +26 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: 6,792 shares; 2024Q4: 6,792 shares; 2025Q1: 5,850 shares; 2025Q2: 5,848 shares; 2025Q3: 5,848 shares; 2025Q4: 8,401 shares 8,401 $460K 0.07% +2,553 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,094 shares 4,094 $458K 0.07% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,305 shares; 2024Q4: 9,305 shares; 2025Q1: 19,877 shares; 2025Q2: 18,260 shares; 2025Q3: 18,260 shares; 2025Q4: 18,260 shares 18,260 $439K 0.07% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,690 shares; 2025Q1: 1,616 shares; 2025Q2: 2,205 shares; 2025Q3: 2,927 shares; 2025Q4: 2,876 shares 2,876 $438K 0.07% -51 Timeline GUNR 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: 9,430 shares; 2024Q4: 9,430 shares; 2025Q1: 9,430 shares; 2025Q2: 9,430 shares; 2025Q3: 9,430 shares; 2025Q4: 9,430 shares 9,430 $432K 0.06% 0 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: 25,707 shares; 2024Q4: 25,707 shares; 2025Q1: 24,702 shares; 2025Q2: 7,458 shares; 2025Q3: 7,745 shares; 2025Q4: 7,780 shares 7,780 $418K 0.06% +35 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: not reported; 2024Q4: not reported; 2025Q1: 2,039 shares; 2025Q2: 2,039 shares; 2025Q3: 3,311 shares; 2025Q4: 2,683 shares 2,683 $416K 0.06% -628 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,456 shares; 2025Q4: 12,658 shares 12,658 $414K 0.06% +6,202 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,409 shares; 2025Q4: 2,818 shares 2,818 $406K 0.06% +1,409 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: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,627 shares; 2025Q2: 980 shares; 2025Q3: 982 shares; 2025Q4: 814 shares 814 $397K 0.06% -168 Timeline DFAT 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: 6,096 shares; 2024Q4: 6,096 shares; 2025Q1: 6,623 shares; 2025Q2: 6,623 shares; 2025Q3: 6,623 shares; 2025Q4: 6,623 shares 6,623 $394K 0.06% 0 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: 6,020 shares; 2024Q4: 6,020 shares; 2025Q1: 5,762 shares; 2025Q2: 6,164 shares; 2025Q3: 6,530 shares; 2025Q4: 6,791 shares 6,791 $392K 0.06% +261 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: 5,738 shares; 2024Q4: 5,738 shares; 2025Q1: 5,733 shares; 2025Q2: 5,619 shares; 2025Q3: 5,716 shares; 2025Q4: 5,712 shares 5,712 $383K 0.06% -4 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,354 shares; 2025Q2: 1,110 shares; 2025Q3: 1,108 shares; 2025Q4: 1,156 shares 1,156 $378K 0.06% +48 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: 2,057 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 2,025 shares 2,025 $367K 0.05% +1 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,747 shares; 2024Q4: 7,747 shares; 2025Q1: 7,747 shares; 2025Q2: 7,777 shares; 2025Q3: 7,777 shares; 2025Q4: 7,782 shares 7,782 $363K 0.05% +5 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: 18,507 shares; 2024Q4: 18,507 shares; 2025Q1: 18,507 shares; 2025Q2: not reported; 2025Q3: 4,197 shares; 2025Q4: 4,197 shares 4,197 $360K 0.05% 0 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: 590 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares 590 $356K 0.05% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 692 shares; 2025Q1: 728 shares; 2025Q2: 698 shares; 2025Q3: 716 shares; 2025Q4: 731 shares 731 $354K 0.05% +15 Timeline REGL 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: 4,221 shares; 2024Q4: 4,221 shares; 2025Q1: 4,237 shares; 2025Q2: 4,185 shares; 2025Q3: 4,194 shares; 2025Q4: 4,194 shares 4,194 $353K 0.05% 0 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: 1,672 shares; 2024Q4: 1,672 shares; 2025Q1: 1,687 shares; 2025Q2: 1,642 shares; 2025Q3: 1,638 shares; 2025Q4: 1,647 shares 1,647 $343K 0.05% +9 Timeline AOA 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: 3,189 shares; 2024Q4: 3,189 shares; 2025Q1: 3,353 shares; 2025Q2: 3,966 shares; 2025Q3: 4,185 shares; 2025Q4: 3,825 shares 3,825 $343K 0.05% -360 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,712 shares; 2025Q3: 5,712 shares; 2025Q4: 5,712 shares 5,712 $339K 0.05% 0 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,401 shares; 2024Q4: 29,401 shares; 2025Q1: 17,989 shares; 2025Q2: 18,329 shares; 2025Q3: 18,373 shares; 2025Q4: 18,431 shares 18,431 $337K 0.05% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62 shares 62 $332K 0.05% new 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: 1,069 shares; 2024Q4: 1,069 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,248 shares; 2025Q4: 1,083 shares 1,083 $326K 0.05% -165 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: 1,039 shares; 2024Q4: 1,039 shares; 2025Q1: 1,045 shares; 2025Q2: 1,046 shares; 2025Q3: 1,085 shares; 2025Q4: 1,084 shares 1,084 $321K 0.05% -1 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: 1,237 shares; 2024Q4: 1,237 shares; 2025Q1: 1,304 shares; 2025Q2: 1,242 shares; 2025Q3: 1,325 shares; 2025Q4: 1,489 shares 1,489 $311K 0.05% +164 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 20,825 shares; 2025Q2: 15,560 shares; 2025Q3: 15,710 shares; 2025Q4: 15,736 shares 15,736 $308K 0.05% +26 Timeline IVLU 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: 11,088 shares; 2024Q4: 11,088 shares; 2025Q1: 10,341 shares; 2025Q2: 10,341 shares; 2025Q3: 10,341 shares; 2025Q4: 7,731 shares 7,731 $294K 0.04% -2,610 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: 11,861 shares; 2024Q4: 11,861 shares; 2025Q1: 11,906 shares; 2025Q2: 12,433 shares; 2025Q3: 11,830 shares; 2025Q4: 11,706 shares 11,706 $291K 0.04% -124 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 782 shares 782 $289K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,808 shares; 2025Q1: 1,821 shares; 2025Q2: 1,805 shares; 2025Q3: 1,771 shares; 2025Q4: 1,789 shares 1,789 $286K 0.04% +18 Timeline QMOM 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: 4,049 shares; 2024Q4: 4,049 shares; 2025Q1: 4,049 shares; 2025Q2: 4,334 shares; 2025Q3: 4,334 shares; 2025Q4: 4,334 shares 4,334 $283K 0.04% 0 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: 2,338 shares; 2024Q4: 2,338 shares; 2025Q1: 2,114 shares; 2025Q2: 2,197 shares; 2025Q3: 2,173 shares; 2025Q4: 2,170 shares 2,170 $280K 0.04% -3 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,108 shares; 2024Q4: 38,108 shares; 2025Q1: 65,645 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,348 shares 2,348 $276K 0.04% new 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: 2,742 shares; 2024Q4: 2,742 shares; 2025Q1: 2,742 shares; 2025Q2: 2,742 shares; 2025Q3: 3,537 shares; 2025Q4: 6,136 shares 6,136 $274K 0.04% +2,599 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: 243 shares; 2024Q4: 243 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 254 shares 254 $273K 0.04% new Timeline AOK 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: 6,874 shares; 2024Q4: 6,874 shares; 2025Q1: 6,748 shares; 2025Q2: 6,748 shares; 2025Q3: 6,748 shares; 2025Q4: 6,748 shares 6,748 $271K 0.04% 0 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: 4,494 shares; 2024Q4: 4,494 shares; 2025Q1: 4,299 shares; 2025Q2: 2,920 shares; 2025Q3: not reported; 2025Q4: 3,847 shares 3,847 $269K 0.04% new 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: 5,684 shares; 2024Q4: 5,684 shares; 2025Q1: 5,684 shares; 2025Q2: 5,684 shares; 2025Q3: 5,684 shares; 2025Q4: 5,684 shares 5,684 $265K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,436 shares 1,436 $263K 0.04% new Timeline SIL 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: 6,979 shares; 2024Q4: 6,979 shares; 2025Q1: 6,979 shares; 2025Q2: not reported; 2025Q3: 3,137 shares; 2025Q4: 3,137 shares 3,137 $262K 0.04% 0 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: 5,323 shares; 2024Q4: 5,323 shares; 2025Q1: 5,806 shares; 2025Q2: 3,386 shares; 2025Q3: not reported; 2025Q4: 3,353 shares 3,353 $258K 0.04% new 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: 3,322 shares; 2024Q4: 3,322 shares; 2025Q1: not reported; 2025Q2: 3,322 shares; 2025Q3: 3,322 shares; 2025Q4: 3,322 shares 3,322 $251K 0.04% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,518 shares; 2025Q4: 1,522 shares 1,522 $248K 0.04% +4 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $247K 0.04% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,036 shares; 2025Q2: 2,804 shares; 2025Q3: 2,819 shares; 2025Q4: 2,892 shares 2,892 $246K 0.04% +73 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,983 shares 2,983 $246K 0.04% new Timeline BBUS 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: 1,947 shares; 2025Q3: 1,947 shares; 2025Q4: 1,947 shares 1,947 $240K 0.04% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,726 shares; 2024Q4: 3,726 shares; 2025Q1: 3,741 shares; 2025Q2: 3,757 shares; 2025Q3: 3,771 shares; 2025Q4: 3,771 shares 3,771 $235K 0.04% 0 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,290 shares; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares 1,825 $233K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,841 shares 2,841 $231K 0.03% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,120 shares; 2025Q4: 1,262 shares 1,262 $224K 0.03% +142 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,105 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $224K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,732 shares 3,732 $218K 0.03% new Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 5,427 shares; 2025Q3: 5,099 shares; 2025Q4: 5,021 shares 5,021 $217K 0.03% -78 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: not reported; 2024Q4: not reported; 2025Q1: 873 shares; 2025Q2: not reported; 2025Q3: 824 shares; 2025Q4: 824 shares 824 $213K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 626 shares; 2025Q4: 627 shares 627 $210K 0.03% +1 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,599 shares; 2025Q4: 1,599 shares 1,599 $206K 0.03% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 7,296 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,601 shares; 2025Q4: 7,601 shares 7,601 $206K 0.03% 0 Timeline BUFR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $206K 0.03% 0 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares 2,240 $204K 0.03% 0 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,451 shares; 2024Q4: 20,451 shares; 2025Q1: 17,985 shares; 2025Q2: 4,892 shares; 2025Q3: 4,580 shares; 2025Q4: 4,514 shares 4,514 $204K 0.03% -66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,041 shares 1,041 $203K 0.03% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 807 shares 807 $203K 0.03% new Timeline SDOG 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: 4,696 shares; 2024Q4: 4,696 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,318 shares 3,318 $201K 0.03% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,050 shares 2,050 $200K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 383 shares 383 $200K 0.03% new Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,670 shares; 2024Q4: 10,670 shares; 2025Q1: 10,670 shares; 2025Q2: 12,244 shares; 2025Q3: 12,070 shares; 2025Q4: 12,070 shares 12,070 $117K 0.02% 0 Timeline WNC WABASH NATL CORP More: the full row for WABASH NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,176 shares; 2024Q4: 12,176 shares; 2025Q1: 12,176 shares; 2025Q2: 12,176 shares; 2025Q3: 12,176 shares; 2025Q4: 12,176 shares 12,176 $105K 0.02% 0 Timeline RANI RANI THERAPEUTICS HLDGS INC More: the full row for RANI THERAPEUTICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,014 shares; 2025Q3: 52,014 shares; 2025Q4: 52,014 shares 52,014 $70.2K 0.01% 0 Timeline BNCWW BNB STANDARD CORP More: the full row for BNB STANDARD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 17,400 shares; 2025Q4: 20,000 shares 20,000 $1.11K <0.01% +2,600 Timeline