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: not reported; 2024Q4: 14,252 shares; 2025Q1: 128,433 shares; 2025Q2: 200,994 shares; 2025Q3: 250,820 shares; 2025Q4: 360,595 shares 360,595 $26.7M 7.24% +109,775 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: 36,552 shares; 2024Q4: 36,917 shares; 2025Q1: 33,717 shares; 2025Q2: 34,288 shares; 2025Q3: 131,924 shares; 2025Q4: 133,352 shares 133,352 $24.9M 6.74% +1,428 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: 38,809 shares; 2024Q4: 37,283 shares; 2025Q1: 39,922 shares; 2025Q2: 41,371 shares; 2025Q3: 42,327 shares; 2025Q4: 43,375 shares 43,375 $21.2M 5.73% +1,048 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: 46,239 shares; 2024Q4: 45,687 shares; 2025Q1: 52,426 shares; 2025Q2: 56,841 shares; 2025Q3: 106,782 shares; 2025Q4: 109,844 shares 109,844 $21M 5.68% +3,062 Timeline SCHQ 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: 214,995 shares; 2024Q4: 304,870 shares; 2025Q1: 632,813 shares; 2025Q2: 578,340 shares; 2025Q3: 507,361 shares; 2025Q4: 482,748 shares 482,748 $15.3M 4.15% -24,613 Timeline IEF 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: 13,031 shares; 2024Q4: 13,031 shares; 2025Q1: 96,386 shares; 2025Q2: 114,634 shares; 2025Q3: 120,565 shares; 2025Q4: 142,988 shares 142,988 $13.7M 3.73% +22,423 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: 212,026 shares; 2024Q4: 213,147 shares; 2025Q1: 212,386 shares; 2025Q2: 215,638 shares; 2025Q3: 240,051 shares; 2025Q4: 241,881 shares 241,881 $12.1M 3.27% +1,830 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: not reported; 2025Q1: 26,748 shares; 2025Q2: 41,160 shares; 2025Q3: 48,713 shares; 2025Q4: 221,243 shares 221,243 $10.6M 2.87% +172,530 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: 206,400 shares; 2024Q4: 206,021 shares; 2025Q1: 205,305 shares; 2025Q2: 187,485 shares; 2025Q3: 187,068 shares; 2025Q4: 186,562 shares 186,562 $8.69M 2.36% -506 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 9,243 shares; 2025Q3: 293,811 shares; 2025Q4: 298,429 shares 298,429 $7.91M 2.14% +4,618 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: 120,226 shares; 2024Q4: 125,642 shares; 2025Q1: 138,990 shares; 2025Q2: 153,811 shares; 2025Q3: 189,244 shares; 2025Q4: 191,195 shares 191,195 $7.29M 1.97% +1,951 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS 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: 210,000 shares; 2025Q2: 210,000 shares; 2025Q3: 210,000 shares; 2025Q4: 210,000 shares 210,000 $6.61M 1.79% 0 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: 9,639 shares; 2024Q4: 10,018 shares; 2025Q1: 9,086 shares; 2025Q2: 8,928 shares; 2025Q3: 8,884 shares; 2025Q4: 9,739 shares 9,739 $6.11M 1.65% +855 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: 9,159 shares; 2024Q4: 9,124 shares; 2025Q1: 9,192 shares; 2025Q2: 10,466 shares; 2025Q3: 10,794 shares; 2025Q4: 12,492 shares 12,492 $6.04M 1.64% +1,698 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,117 shares; 2024Q4: 49,302 shares; 2025Q1: 52,729 shares; 2025Q2: 55,051 shares; 2025Q3: 60,922 shares; 2025Q4: 63,659 shares 63,659 $5.82M 1.58% +2,737 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: 65,470 shares; 2024Q4: 197,655 shares; 2025Q1: 221,816 shares; 2025Q2: 210,622 shares; 2025Q3: 199,953 shares; 2025Q4: 189,715 shares 189,715 $5.62M 1.52% -10,238 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: 97,090 shares; 2024Q4: 97,312 shares; 2025Q1: 116,868 shares; 2025Q2: 128,339 shares; 2025Q3: 128,851 shares; 2025Q4: 135,208 shares 135,208 $5.35M 1.45% +6,357 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: 8,564 shares; 2024Q4: 14,289 shares; 2025Q1: 12,259 shares; 2025Q2: 13,331 shares; 2025Q3: 14,182 shares; 2025Q4: 14,996 shares 14,996 $4.71M 1.28% +814 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: 12,948 shares; 2024Q4: 14,054 shares; 2025Q1: 11,379 shares; 2025Q2: 12,706 shares; 2025Q3: 13,724 shares; 2025Q4: 14,751 shares 14,751 $4.62M 1.25% +1,027 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: 41,855 shares; 2024Q4: 45,223 shares; 2025Q1: 50,328 shares; 2025Q2: 57,114 shares; 2025Q3: 58,303 shares; 2025Q4: 58,365 shares 58,365 $4.33M 1.17% +62 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: 63,211 shares; 2024Q4: 61,501 shares; 2025Q1: 65,155 shares; 2025Q2: 67,327 shares; 2025Q3: 67,563 shares; 2025Q4: 72,459 shares 72,459 $3.9M 1.06% +4,896 Timeline EMXC 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: 45,846 shares; 2024Q4: 54,087 shares; 2025Q1: 53,043 shares; 2025Q2: 52,038 shares; 2025Q3: 51,945 shares; 2025Q4: 51,748 shares 51,748 $3.76M 1.02% -197 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: 5,217 shares; 2024Q4: 5,347 shares; 2025Q1: 5,360 shares; 2025Q2: 5,463 shares; 2025Q3: 5,053 shares; 2025Q4: 5,692 shares 5,692 $3.76M 1.02% +639 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: 17,184 shares; 2024Q4: 17,106 shares; 2025Q1: 16,076 shares; 2025Q2: 15,798 shares; 2025Q3: 16,776 shares; 2025Q4: 16,555 shares 16,555 $3.51M 0.95% -221 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: 2,477 shares; 2024Q4: 2,740 shares; 2025Q1: 4,666 shares; 2025Q2: 4,806 shares; 2025Q3: 6,113 shares; 2025Q4: 4,951 shares 4,951 $3.38M 0.91% -1,162 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: 8,806 shares; 2024Q4: 8,357 shares; 2025Q1: 9,752 shares; 2025Q2: 9,785 shares; 2025Q3: 9,240 shares; 2025Q4: 9,238 shares 9,238 $3.1M 0.84% -2 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: 13,348 shares; 2024Q4: 13,101 shares; 2025Q1: 13,888 shares; 2025Q2: 14,460 shares; 2025Q3: 16,272 shares; 2025Q4: 16,260 shares 16,260 $2.88M 0.78% -12 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: 8,820 shares; 2024Q4: 8,616 shares; 2025Q1: 9,072 shares; 2025Q2: 9,388 shares; 2025Q3: 9,510 shares; 2025Q4: 10,031 shares 10,031 $2.8M 0.76% +521 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: 50,490 shares; 2024Q4: 50,339 shares; 2025Q1: 50,036 shares; 2025Q2: 44,975 shares; 2025Q3: 46,120 shares; 2025Q4: 46,561 shares 46,561 $2.77M 0.75% +441 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: 2,317 shares; 2024Q4: 3,100 shares; 2025Q1: 5,586 shares; 2025Q2: 6,082 shares; 2025Q3: 5,446 shares; 2025Q4: 6,771 shares 6,771 $2.68M 0.73% +1,325 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: 33,132 shares; 2024Q4: 125,404 shares; 2025Q1: 85,463 shares; 2025Q2: 84,760 shares; 2025Q3: 83,669 shares; 2025Q4: 81,492 shares 81,492 $2.66M 0.72% -2,177 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: 6,281 shares; 2024Q4: 5,931 shares; 2025Q1: 6,006 shares; 2025Q2: 6,600 shares; 2025Q3: 6,549 shares; 2025Q4: 6,970 shares 6,970 $2.44M 0.66% +421 Timeline MQ MARQETA INC More: the full row for MARQETA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,496 shares; 2024Q4: 493,118 shares; 2025Q1: 493,118 shares; 2025Q2: 493,118 shares; 2025Q3: 493,118 shares; 2025Q4: 493,118 shares 493,118 $2.34M 0.63% 0 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: 8,158 shares; 2024Q4: 5,652 shares; 2025Q1: 5,191 shares; 2025Q2: 5,969 shares; 2025Q3: 4,621 shares; 2025Q4: 5,072 shares 5,072 $2.28M 0.62% +451 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: 3,481 shares; 2024Q4: 3,472 shares; 2025Q1: 3,462 shares; 2025Q2: 3,415 shares; 2025Q3: 3,385 shares; 2025Q4: 3,204 shares 3,204 $2.19M 0.59% -181 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: not reported; 2024Q4: 5,008 shares; 2025Q1: 29,197 shares; 2025Q2: 33,358 shares; 2025Q3: 37,637 shares; 2025Q4: 44,859 shares 44,859 $2.1M 0.57% +7,222 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: 5,647 shares; 2024Q4: 5,515 shares; 2025Q1: 5,777 shares; 2025Q2: 6,017 shares; 2025Q3: 6,272 shares; 2025Q4: 6,506 shares 6,506 $1.97M 0.53% +234 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: 4,763 shares; 2024Q4: 4,621 shares; 2025Q1: 4,492 shares; 2025Q2: 5,078 shares; 2025Q3: 5,821 shares; 2025Q4: 5,868 shares 5,868 $1.89M 0.51% +47 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 1,065 shares; 2025Q1: 1,072 shares; 2025Q2: 1,084 shares; 2025Q3: 2,323 shares; 2025Q4: 2,179 shares 2,179 $1.88M 0.51% -144 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: 14,242 shares; 2024Q4: 14,135 shares; 2025Q1: 14,443 shares; 2025Q2: 14,033 shares; 2025Q3: 13,886 shares; 2025Q4: 14,495 shares 14,495 $1.74M 0.47% +609 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: 43,824 shares; 2024Q4: 43,845 shares; 2025Q1: 44,470 shares; 2025Q2: 45,188 shares; 2025Q3: 47,293 shares; 2025Q4: 48,452 shares 48,452 $1.58M 0.43% +1,159 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: 9,494 shares; 2024Q4: 7,587 shares; 2025Q1: 7,579 shares; 2025Q2: 10,044 shares; 2025Q3: 7,252 shares; 2025Q4: 7,168 shares 7,168 $1.57M 0.43% -84 Timeline BIV 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: 27,476 shares; 2024Q4: 30,944 shares; 2025Q1: 32,090 shares; 2025Q2: 32,826 shares; 2025Q3: 17,008 shares; 2025Q4: 19,626 shares 19,626 $1.53M 0.41% +2,618 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: not reported; 2024Q4: not reported; 2025Q1: 7,423 shares; 2025Q2: 14,884 shares; 2025Q3: 16,282 shares; 2025Q4: 35,121 shares 35,121 $1.49M 0.41% +18,839 Timeline BSJQ 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: 56,681 shares; 2024Q4: 61,479 shares; 2025Q1: 61,585 shares; 2025Q2: 61,696 shares; 2025Q3: 61,825 shares; 2025Q4: 61,989 shares 61,989 $1.45M 0.39% +164 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: not reported; 2025Q3: 53,386 shares; 2025Q4: 55,315 shares 55,315 $1.44M 0.39% +1,929 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: 37,441 shares; 2024Q4: 37,454 shares; 2025Q1: 36,500 shares; 2025Q2: 36,538 shares; 2025Q3: 36,987 shares; 2025Q4: 37,004 shares 37,004 $1.41M 0.38% +17 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: 23,805 shares; 2024Q4: 23,732 shares; 2025Q1: 35,615 shares; 2025Q2: 41,753 shares; 2025Q3: 40,381 shares; 2025Q4: 40,414 shares 40,414 $1.39M 0.38% +33 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,024 shares; 2024Q4: 5,024 shares; 2025Q1: 5,024 shares; 2025Q2: 5,024 shares; 2025Q3: 5,024 shares; 2025Q4: 5,024 shares 5,024 $1.39M 0.38% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,481 shares; 2024Q4: 7,559 shares; 2025Q1: 6,915 shares; 2025Q2: 5,129 shares; 2025Q3: 4,801 shares; 2025Q4: 5,108 shares 5,108 $1.35M 0.37% +307 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: 393 shares; 2024Q4: 397 shares; 2025Q1: 338 shares; 2025Q2: 330 shares; 2025Q3: 348 shares; 2025Q4: 8,606 shares 8,606 $1.32M 0.36% +8,258 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: not reported; 2024Q4: not reported; 2025Q1: 9,804 shares; 2025Q2: 17,589 shares; 2025Q3: 17,655 shares; 2025Q4: 17,417 shares 17,417 $1.28M 0.35% -238 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,869 shares; 2024Q4: 3,881 shares; 2025Q1: 3,854 shares; 2025Q2: 3,904 shares; 2025Q3: 3,879 shares; 2025Q4: 3,978 shares 3,978 $1.24M 0.34% +99 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: 8,531 shares; 2024Q4: 8,531 shares; 2025Q1: 7,728 shares; 2025Q2: 16,062 shares; 2025Q3: 16,206 shares; 2025Q4: 16,176 shares 16,176 $1.22M 0.33% -30 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,816 shares; 2025Q1: 1,761 shares; 2025Q2: 1,797 shares; 2025Q3: 1,850 shares; 2025Q4: 1,982 shares 1,982 $1.13M 0.31% +132 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: 1,613 shares; 2024Q4: 1,611 shares; 2025Q1: 1,732 shares; 2025Q2: 2,269 shares; 2025Q3: 2,404 shares; 2025Q4: 3,240 shares 3,240 $1.12M 0.3% +836 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: 3,593 shares; 2024Q4: 3,455 shares; 2025Q1: 3,962 shares; 2025Q2: 4,357 shares; 2025Q3: 4,512 shares; 2025Q4: 5,631 shares 5,631 $1.1M 0.3% +1,119 Timeline IBHF 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: 46,638 shares; 2024Q4: 46,638 shares; 2025Q1: 46,638 shares; 2025Q2: 46,638 shares; 2025Q3: 46,638 shares; 2025Q4: 46,638 shares 46,638 $1.08M 0.29% 0 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: 4,561 shares; 2024Q4: 4,561 shares; 2025Q1: 3,679 shares; 2025Q2: 3,816 shares; 2025Q3: 3,565 shares; 2025Q4: 3,567 shares 3,567 $1.07M 0.29% +2 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: 13,473 shares; 2024Q4: 13,463 shares; 2025Q1: 13,517 shares; 2025Q2: 13,499 shares; 2025Q3: 12,699 shares; 2025Q4: 11,272 shares 11,272 $1.07M 0.29% -1,427 Timeline FTCA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,783 shares 137,783 $1.01M 0.27% new 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: 14,095 shares; 2024Q4: 7,916 shares; 2025Q1: 7,876 shares; 2025Q2: 7,956 shares; 2025Q3: 7,942 shares; 2025Q4: 8,209 shares 8,209 $1.01M 0.27% +267 Timeline VGLT 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: 16,724 shares; 2025Q4: 16,874 shares 16,874 $942K 0.26% +150 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: 4,078 shares; 2024Q4: 3,973 shares; 2025Q1: 3,211 shares; 2025Q2: 3,213 shares; 2025Q3: 3,170 shares; 2025Q4: 3,230 shares 3,230 $930K 0.25% +60 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: 11,234 shares; 2024Q4: 11,234 shares; 2025Q1: 11,443 shares; 2025Q2: 11,443 shares; 2025Q3: 11,443 shares; 2025Q4: 11,443 shares 11,443 $929K 0.25% 0 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: 12,752 shares; 2024Q4: 12,738 shares; 2025Q1: 12,660 shares; 2025Q2: 12,601 shares; 2025Q3: 12,797 shares; 2025Q4: 13,171 shares 13,171 $918K 0.25% +374 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: not reported; 2024Q4: not reported; 2025Q1: 4,664 shares; 2025Q2: 4,664 shares; 2025Q3: 10,273 shares; 2025Q4: 10,300 shares 10,300 $883K 0.24% +27 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,423 shares; 2025Q1: 14,112 shares; 2025Q2: 18,026 shares; 2025Q3: 9,448 shares; 2025Q4: 9,507 shares 9,507 $869K 0.24% +59 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: 508 shares; 2024Q4: 464 shares; 2025Q1: 539 shares; 2025Q2: 603 shares; 2025Q3: 682 shares; 2025Q4: 799 shares 799 $859K 0.23% +117 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: 9,191 shares; 2024Q4: 9,803 shares; 2025Q1: 8,676 shares; 2025Q2: 8,302 shares; 2025Q3: 8,770 shares; 2025Q4: 10,633 shares 10,633 $819K 0.22% +1,863 Timeline IFRA 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: 13,661 shares; 2024Q4: 13,664 shares; 2025Q1: 15,362 shares; 2025Q2: 15,366 shares; 2025Q3: 15,394 shares; 2025Q4: 15,432 shares 15,432 $812K 0.22% +38 Timeline AVGB 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: 4,319 shares; 2025Q3: 5,344 shares; 2025Q4: 15,711 shares 15,711 $798K 0.22% +10,367 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: 1,287 shares; 2024Q4: 1,252 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,058 shares; 2025Q4: 1,058 shares 1,058 $798K 0.22% 0 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: 5,334 shares; 2025Q1: 2,672 shares; 2025Q2: 4,087 shares; 2025Q3: 3,851 shares; 2025Q4: 4,466 shares 4,466 $794K 0.22% +615 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: 7,828 shares; 2024Q4: 7,676 shares; 2025Q1: 6,044 shares; 2025Q2: 8,155 shares; 2025Q3: 8,738 shares; 2025Q4: 8,947 shares 8,947 $792K 0.21% +209 Timeline DFIS 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: 19,198 shares; 2024Q4: 19,216 shares; 2025Q1: 19,219 shares; 2025Q2: 19,259 shares; 2025Q3: 23,812 shares; 2025Q4: 23,825 shares 23,825 $785K 0.21% +13 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: 702 shares; 2024Q4: 719 shares; 2025Q1: 689 shares; 2025Q2: 735 shares; 2025Q3: 751 shares; 2025Q4: 8,063 shares 8,063 $756K 0.2% +7,312 Timeline SVCO SILVACO GROUP INC More: the full row for SILVACO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 186,080 shares; 2025Q4: 186,080 shares 186,080 $754K 0.2% 0 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: 2,014 shares; 2024Q4: 2,080 shares; 2025Q1: 2,421 shares; 2025Q2: 2,892 shares; 2025Q3: 2,969 shares; 2025Q4: 3,511 shares 3,511 $727K 0.2% +542 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: 4,141 shares; 2024Q4: 4,290 shares; 2025Q1: 4,468 shares; 2025Q2: 3,715 shares; 2025Q3: 3,920 shares; 2025Q4: 4,714 shares 4,714 $718K 0.19% +794 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: not reported; 2025Q1: not reported; 2025Q2: 17,886 shares; 2025Q3: 20,412 shares; 2025Q4: 21,614 shares 21,614 $715K 0.19% +1,202 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: 3,524 shares; 2024Q4: 3,526 shares; 2025Q1: 2,552 shares; 2025Q2: 2,555 shares; 2025Q3: 2,557 shares; 2025Q4: 2,752 shares 2,752 $710K 0.19% +195 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,114 shares; 2024Q4: 17,127 shares; 2025Q1: 17,127 shares; 2025Q2: 17,219 shares; 2025Q3: 17,219 shares; 2025Q4: 17,237 shares 17,237 $704K 0.19% +18 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 1,943 shares; 2025Q1: 2,092 shares; 2025Q2: 2,757 shares; 2025Q3: 2,749 shares; 2025Q4: 3,051 shares 3,051 $697K 0.19% +302 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,979 shares; 2025Q4: 9,046 shares 9,046 $692K 0.19% +5,067 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,583 shares; 2024Q4: 23,717 shares; 2025Q1: 22,108 shares; 2025Q2: 23,950 shares; 2025Q3: 28,010 shares; 2025Q4: 28,076 shares 28,076 $674K 0.18% +66 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: 5,576 shares; 2025Q1: 5,576 shares; 2025Q2: 5,576 shares; 2025Q3: 5,496 shares; 2025Q4: 7,946 shares 7,946 $665K 0.18% +2,450 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,311 shares; 2025Q3: 1,319 shares; 2025Q4: 2,098 shares 2,098 $646K 0.18% +779 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,019 shares; 2025Q1: 2,948 shares; 2025Q2: 4,185 shares; 2025Q3: 4,178 shares; 2025Q4: 4,638 shares 4,638 $631K 0.17% +460 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: 2,888 shares; 2024Q4: 3,026 shares; 2025Q1: 3,195 shares; 2025Q2: 4,347 shares; 2025Q3: 4,452 shares; 2025Q4: 5,629 shares 5,629 $627K 0.17% +1,177 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: 22,591 shares; 2024Q4: 22,963 shares; 2025Q1: 22,824 shares; 2025Q2: 23,491 shares; 2025Q3: 24,090 shares; 2025Q4: 24,719 shares 24,719 $614K 0.17% +629 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: 801 shares; 2024Q4: 714 shares; 2025Q1: 563 shares; 2025Q2: 561 shares; 2025Q3: 550 shares; 2025Q4: 572 shares 572 $612K 0.17% +22 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: 2,237 shares; 2024Q4: 2,275 shares; 2025Q1: 2,345 shares; 2025Q2: 2,319 shares; 2025Q3: 2,269 shares; 2025Q4: 2,343 shares 2,343 $608K 0.16% +74 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,219 shares; 2025Q1: 1,303 shares; 2025Q2: 1,257 shares; 2025Q3: 1,331 shares; 2025Q4: 1,719 shares 1,719 $602K 0.16% +388 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: not reported; 2024Q4: not reported; 2025Q1: 8,821 shares; 2025Q2: 8,821 shares; 2025Q3: 12,839 shares; 2025Q4: 15,751 shares 15,751 $599K 0.16% +2,912 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 1,970 shares; 2025Q1: 2,028 shares; 2025Q2: 2,746 shares; 2025Q3: 2,746 shares; 2025Q4: 2,899 shares 2,899 $589K 0.16% +153 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,334 shares; 2025Q1: 8,334 shares; 2025Q2: 6,315 shares; 2025Q3: 6,315 shares; 2025Q4: 7,515 shares 7,515 $573K 0.16% +1,200 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,082 shares; 2024Q4: 18,163 shares; 2025Q1: 18,163 shares; 2025Q2: 18,163 shares; 2025Q3: 18,163 shares; 2025Q4: 18,163 shares 18,163 $572K 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,090 shares; 2025Q3: 4,093 shares; 2025Q4: 4,097 shares 4,097 $561K 0.15% +4 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: 5,335 shares; 2024Q4: 5,152 shares; 2025Q1: 4,963 shares; 2025Q2: 4,915 shares; 2025Q3: 7,137 shares; 2025Q4: 7,977 shares 7,977 $558K 0.15% +840 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: 6,726 shares; 2024Q4: 6,625 shares; 2025Q1: 6,086 shares; 2025Q2: 6,468 shares; 2025Q3: 6,829 shares; 2025Q4: 6,545 shares 6,545 $551K 0.15% -284 Timeline DGCB 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: 9,980 shares; 2025Q4: 10,160 shares 10,160 $551K 0.15% +180 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: 5,525 shares; 2024Q4: 16,574 shares; 2025Q1: 16,574 shares; 2025Q2: 16,574 shares; 2025Q3: 24,253 shares; 2025Q4: 20,653 shares 20,653 $549K 0.15% -3,600 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: 1,396 shares; 2024Q4: 1,415 shares; 2025Q1: 999 shares; 2025Q2: 1,170 shares; 2025Q3: 1,416 shares; 2025Q4: 1,573 shares 1,573 $541K 0.15% +157 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: 1,612 shares; 2024Q4: 1,488 shares; 2025Q1: 1,588 shares; 2025Q2: 1,508 shares; 2025Q3: 1,504 shares; 2025Q4: 1,774 shares 1,774 $539K 0.15% +270 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: 425 shares; 2024Q4: 457 shares; 2025Q1: not reported; 2025Q2: 459 shares; 2025Q3: 475 shares; 2025Q4: 601 shares 601 $528K 0.14% +126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,408 shares; 2025Q3: 5,424 shares; 2025Q4: 5,443 shares 5,443 $524K 0.14% +19 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,303 shares; 2025Q1: 3,104 shares; 2025Q2: 3,380 shares; 2025Q3: 3,470 shares; 2025Q4: 4,468 shares 4,468 $521K 0.14% +998 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: 4,299 shares; 2024Q4: 4,617 shares; 2025Q1: 6,607 shares; 2025Q2: 12,025 shares; 2025Q3: 8,367 shares; 2025Q4: 8,188 shares 8,188 $511K 0.14% -179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,970 shares; 2025Q3: 4,357 shares; 2025Q4: 4,484 shares 4,484 $510K 0.14% +127 Timeline DFGX 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: 8,624 shares; 2025Q3: 8,883 shares; 2025Q4: 9,603 shares 9,603 $505K 0.14% +720 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: 2,918 shares; 2024Q4: 2,919 shares; 2025Q1: 2,920 shares; 2025Q2: 2,940 shares; 2025Q3: 2,940 shares; 2025Q4: 2,942 shares 2,942 $496K 0.13% +2 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: 747 shares; 2024Q4: 673 shares; 2025Q1: 610 shares; 2025Q2: 631 shares; 2025Q3: 653 shares; 2025Q4: 853 shares 853 $489K 0.13% +200 Timeline PRCH PORCH GROUP INC More: the full row for PORCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,650 shares; 2024Q4: 109,286 shares; 2025Q1: 109,286 shares; 2025Q2: 109,286 shares; 2025Q3: 53,286 shares; 2025Q4: 53,286 shares 53,286 $487K 0.13% 0 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: 2,118 shares; 2024Q4: 1,745 shares; 2025Q1: 1,722 shares; 2025Q2: 2,048 shares; 2025Q3: 2,121 shares; 2025Q4: 2,544 shares 2,544 $452K 0.12% +423 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,534 shares; 2025Q3: 1,575 shares; 2025Q4: 1,817 shares 1,817 $440K 0.12% +242 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: 2,267 shares; 2025Q4: 3,066 shares 3,066 $439K 0.12% +799 Timeline INDA 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: 8,197 shares; 2024Q4: 8,210 shares; 2025Q1: 8,125 shares; 2025Q2: 8,125 shares; 2025Q3: 8,125 shares; 2025Q4: 8,125 shares 8,125 $439K 0.12% 0 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: 9,185 shares; 2024Q4: 9,185 shares; 2025Q1: 9,185 shares; 2025Q2: 9,185 shares; 2025Q3: 9,185 shares; 2025Q4: 9,185 shares 9,185 $439K 0.12% 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: 685 shares; 2024Q4: 651 shares; 2025Q1: 656 shares; 2025Q2: 676 shares; 2025Q3: 667 shares; 2025Q4: 901 shares 901 $420K 0.11% +234 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: 602 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 919 shares; 2025Q3: 886 shares; 2025Q4: 887 shares 887 $420K 0.11% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 866 shares 866 $419K 0.11% new 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: 773 shares; 2024Q4: 773 shares; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 1,318 shares; 2025Q4: 1,321 shares 1,321 $416K 0.11% +3 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: 7,348 shares; 2024Q4: 7,348 shares; 2025Q1: 7,348 shares; 2025Q2: 9,144 shares; 2025Q3: 9,144 shares; 2025Q4: 9,144 shares 9,144 $413K 0.11% 0 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: 22,638 shares; 2024Q4: 22,501 shares; 2025Q1: 23,665 shares; 2025Q2: 20,306 shares; 2025Q3: 12,200 shares; 2025Q4: 12,450 shares 12,450 $409K 0.11% +250 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: not reported; 2025Q1: not reported; 2025Q2: 2,357 shares; 2025Q3: 4,532 shares; 2025Q4: 4,637 shares 4,637 $404K 0.11% +105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,650 shares 3,650 $401K 0.11% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,032 shares; 2025Q1: 1,021 shares; 2025Q2: 738 shares; 2025Q3: 827 shares; 2025Q4: 1,195 shares 1,195 $395K 0.11% +368 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: 541 shares; 2024Q4: 492 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 490 shares; 2025Q4: 689 shares 689 $390K 0.11% +199 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 6,333 shares; 2025Q1: 4,603 shares; 2025Q2: 4,982 shares; 2025Q3: 5,063 shares; 2025Q4: 4,912 shares 4,912 $386K 0.1% -151 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 9,385 shares; 2025Q1: 8,053 shares; 2025Q2: 8,400 shares; 2025Q3: 8,360 shares; 2025Q4: 8,283 shares 8,283 $384K 0.1% -77 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: 2,942 shares; 2024Q4: 3,039 shares; 2025Q1: not reported; 2025Q2: 2,748 shares; 2025Q3: 2,698 shares; 2025Q4: 3,593 shares 3,593 $378K 0.1% +895 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 7,513 shares 7,513 $378K 0.1% new 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: 3,785 shares; 2024Q4: 3,949 shares; 2025Q1: 3,730 shares; 2025Q2: 3,987 shares; 2025Q3: 3,857 shares; 2025Q4: 3,955 shares 3,955 $370K 0.1% +98 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: 2,153 shares; 2024Q4: 2,326 shares; 2025Q1: 2,197 shares; 2025Q2: 2,149 shares; 2025Q3: 2,178 shares; 2025Q4: 2,349 shares 2,349 $361K 0.1% +171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,744 shares 3,744 $360K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,883 shares; 2025Q3: 1,860 shares; 2025Q4: 1,889 shares 1,889 $355K 0.1% +29 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,726 shares; 2024Q4: 17,828 shares; 2025Q1: 14,145 shares; 2025Q2: 15,241 shares; 2025Q3: 15,336 shares; 2025Q4: 15,227 shares 15,227 $355K 0.1% -109 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: 271 shares; 2024Q4: not reported; 2025Q1: 304 shares; 2025Q2: not reported; 2025Q3: 263 shares; 2025Q4: 290 shares 290 $352K 0.1% +27 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: 10,993 shares; 2024Q4: 11,008 shares; 2025Q1: 10,195 shares; 2025Q2: 8,697 shares; 2025Q3: 7,593 shares; 2025Q4: 8,553 shares 8,553 $348K 0.09% +960 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,463 shares 3,463 $346K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,638 shares; 2025Q3: 3,058 shares; 2025Q4: 3,606 shares 3,606 $336K 0.09% +548 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,407 shares; 2024Q4: 12,304 shares; 2025Q1: 12,142 shares; 2025Q2: 13,666 shares; 2025Q3: 13,908 shares; 2025Q4: 15,027 shares 15,027 $335K 0.09% +1,119 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 554 shares; 2025Q3: 561 shares; 2025Q4: 568 shares 568 $324K 0.09% +7 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: 10,336 shares; 2024Q4: 20,458 shares; 2025Q1: 13,499 shares; 2025Q2: 13,494 shares; 2025Q3: 13,494 shares; 2025Q4: 13,203 shares 13,203 $317K 0.09% -291 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: 879 shares; 2024Q4: 879 shares; 2025Q1: 881 shares; 2025Q2: 841 shares; 2025Q3: 844 shares; 2025Q4: 846 shares 846 $316K 0.09% +2 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: 15,068 shares; 2024Q4: 22,638 shares; 2025Q1: 11,814 shares; 2025Q2: 16,517 shares; 2025Q3: 5,354 shares; 2025Q4: 5,402 shares 5,402 $310K 0.08% +48 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: 3,899 shares; 2024Q4: 3,854 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,575 shares; 2025Q4: 5,505 shares 5,505 $310K 0.08% +930 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,462 shares; 2025Q1: 1,367 shares; 2025Q2: 1,379 shares; 2025Q3: 1,389 shares; 2025Q4: 1,365 shares 1,365 $309K 0.08% -24 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1,267 shares; 2025Q1: 1,340 shares; 2025Q2: 1,285 shares; 2025Q3: 1,224 shares; 2025Q4: 1,342 shares 1,342 $307K 0.08% +118 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,591 shares; 2025Q2: 11,591 shares; 2025Q3: 11,591 shares; 2025Q4: 11,591 shares 11,591 $307K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 842 shares; 2025Q3: 848 shares; 2025Q4: 1,042 shares 1,042 $306K 0.08% +194 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 436 shares; 2025Q3: 468 shares; 2025Q4: 505 shares 505 $306K 0.08% +37 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: 2,969 shares; 2024Q4: not reported; 2025Q1: 3,706 shares; 2025Q2: 3,706 shares; 2025Q3: 3,632 shares; 2025Q4: 3,632 shares 3,632 $304K 0.08% 0 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: 328 shares; 2024Q4: 344 shares; 2025Q1: not reported; 2025Q2: 347 shares; 2025Q3: 323 shares; 2025Q4: 455 shares 455 $301K 0.08% +132 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,495 shares; 2024Q4: 6,766 shares; 2025Q1: not reported; 2025Q2: 6,993 shares; 2025Q3: 6,442 shares; 2025Q4: 10,077 shares 10,077 $301K 0.08% +3,635 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 1,405 shares; 2025Q3: 1,263 shares; 2025Q4: 1,448 shares 1,448 $297K 0.08% +185 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: 2,498 shares; 2024Q4: 2,503 shares; 2025Q1: 2,419 shares; 2025Q2: 2,772 shares; 2025Q3: 2,427 shares; 2025Q4: 2,439 shares 2,439 $293K 0.08% +12 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530 shares; 2025Q4: 570 shares 570 $291K 0.08% +40 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,201 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,215 shares; 2025Q3: 10,354 shares; 2025Q4: 10,350 shares 10,350 $290K 0.08% -4 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,691 shares 1,691 $289K 0.08% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335 shares; 2025Q4: 441 shares 441 $288K 0.08% +106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 938 shares 938 $287K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 794 shares; 2025Q4: 917 shares 917 $286K 0.08% +123 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: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,433 shares 1,433 $286K 0.08% +1 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: 321 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: 274 shares; 2025Q4: 352 shares 352 $285K 0.08% +78 Timeline QID 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: 8,500 shares; 2025Q3: not reported; 2025Q4: 14,000 shares 14,000 $283K 0.08% new Timeline CSM 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: 3,464 shares; 2024Q4: 3,464 shares; 2025Q1: 3,464 shares; 2025Q2: 3,464 shares; 2025Q3: 3,464 shares; 2025Q4: 3,464 shares 3,464 $276K 0.07% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: 3,511 shares; 2025Q1: 3,511 shares; 2025Q2: 3,536 shares; 2025Q3: 3,536 shares; 2025Q4: 3,550 shares 3,550 $275K 0.07% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,288 shares 6,288 $274K 0.07% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: 1,895 shares; 2025Q1: 1,769 shares; 2025Q2: 1,751 shares; 2025Q3: 1,840 shares; 2025Q4: 1,898 shares 1,898 $272K 0.07% +58 Timeline VGSH 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: not reported; 2025Q4: 4,590 shares 4,590 $270K 0.07% new 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: 3,489 shares; 2024Q4: 3,503 shares; 2025Q1: 3,509 shares; 2025Q2: 3,614 shares; 2025Q3: 3,625 shares; 2025Q4: 3,662 shares 3,662 $269K 0.07% +37 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,357 shares; 2025Q3: 1,392 shares; 2025Q4: 1,450 shares 1,450 $269K 0.07% +58 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,855 shares; 2024Q4: 3,867 shares; 2025Q1: 3,849 shares; 2025Q2: 4,154 shares; 2025Q3: 4,183 shares; 2025Q4: 899 shares 899 $266K 0.07% -3,284 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,433 shares; 2025Q3: 1,463 shares; 2025Q4: 1,660 shares 1,660 $266K 0.07% +197 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,494 shares; 2024Q4: 45,221 shares; 2025Q1: 35,757 shares; 2025Q2: 34,150 shares; 2025Q3: 36,152 shares; 2025Q4: 36,300 shares 36,300 $266K 0.07% +148 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,306 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,267 shares; 2025Q4: 1,551 shares 1,551 $265K 0.07% +284 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,756 shares 2,756 $265K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,136 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares 1,226 $263K 0.07% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 962 shares; 2025Q1: not reported; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 1,828 shares 1,828 $263K 0.07% +917 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,497 shares; 2025Q1: 1,513 shares; 2025Q2: 1,577 shares; 2025Q3: 1,588 shares; 2025Q4: 1,604 shares 1,604 $261K 0.07% +16 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 883 shares; 2025Q4: 1,281 shares 1,281 $260K 0.07% +398 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,388 shares 3,388 $260K 0.07% new Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,015 shares; 2025Q2: 8,015 shares; 2025Q3: 8,394 shares; 2025Q4: 6,152 shares 6,152 $259K 0.07% -2,242 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: 368 shares; 2025Q4: 382 shares 382 $257K 0.07% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,258 shares; 2025Q3: 1,260 shares; 2025Q4: 1,027 shares 1,027 $253K 0.07% -233 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I 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: 8,002 shares 8,002 $248K 0.07% new Timeline DFGP 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: 4,454 shares; 2025Q4: 4,569 shares 4,569 $247K 0.07% +115 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 1,080 shares 1,080 $246K 0.07% +88 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,483 shares; 2025Q4: 1,525 shares 1,525 $245K 0.07% +42 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 1,418 shares 1,418 $244K 0.07% new 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: 1,453 shares; 2024Q4: 1,336 shares; 2025Q1: 972 shares; 2025Q2: 1,001 shares; 2025Q3: 995 shares; 2025Q4: 999 shares 999 $243K 0.07% +4 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: 3,567 shares; 2024Q4: not reported; 2025Q1: 3,128 shares; 2025Q2: 3,186 shares; 2025Q3: 3,302 shares; 2025Q4: 3,296 shares 3,296 $242K 0.07% -6 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,658 shares; 2025Q1: 2,658 shares; 2025Q2: 2,658 shares; 2025Q3: 2,658 shares; 2025Q4: 2,658 shares 2,658 $242K 0.07% 0 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: 45 shares 45 $241K 0.07% new 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: 1,872 shares; 2024Q4: 1,873 shares; 2025Q1: 1,827 shares; 2025Q2: 1,786 shares; 2025Q3: 1,781 shares; 2025Q4: 1,850 shares 1,850 $239K 0.06% +69 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 205 shares; 2025Q1: not reported; 2025Q2: 204 shares; 2025Q3: not reported; 2025Q4: 235 shares 235 $237K 0.06% new Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 1,638 shares 1,638 $233K 0.06% new 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: 942 shares; 2024Q4: 1,011 shares; 2025Q1: 944 shares; 2025Q2: 937 shares; 2025Q3: 903 shares; 2025Q4: 1,004 shares 1,004 $229K 0.06% +101 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,948 shares; 2025Q1: 3,283 shares; 2025Q2: 2,823 shares; 2025Q3: 3,019 shares; 2025Q4: 3,086 shares 3,086 $227K 0.06% +67 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 1,723 shares 1,723 $226K 0.06% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: not reported; 2025Q4: 1,394 shares 1,394 $224K 0.06% new Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 11,221 shares 11,221 $224K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 503 shares 503 $224K 0.06% new Timeline STT STATE STR CORP More: the full row for STATE STR 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: 1,731 shares 1,731 $223K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,768 shares 2,768 $222K 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275 shares; 2025Q4: 207 shares 207 $222K 0.06% -68 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,992 shares; 2024Q4: 17,579 shares; 2025Q1: 17,589 shares; 2025Q2: 16,345 shares; 2025Q3: not reported; 2025Q4: 6,005 shares 6,005 $222K 0.06% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: not reported; 2025Q1: 1,257 shares; 2025Q2: 1,278 shares; 2025Q3: 1,282 shares; 2025Q4: 1,362 shares 1,362 $221K 0.06% +80 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: 5,463 shares; 2024Q4: 4,570 shares; 2025Q1: 4,205 shares; 2025Q2: 4,378 shares; 2025Q3: 4,029 shares; 2025Q4: 4,270 shares 4,270 $217K 0.06% +241 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,225 shares 4,225 $217K 0.06% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 762 shares 762 $216K 0.06% new Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH 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: 9,456 shares 9,456 $214K 0.06% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,066 shares; 2024Q4: 19,546 shares; 2025Q1: 17,206 shares; 2025Q2: 18,070 shares; 2025Q3: 12,670 shares; 2025Q4: 11,050 shares 11,050 $214K 0.06% -1,620 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,389 shares; 2025Q4: 5,302 shares 5,302 $213K 0.06% +913 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 1,815 shares; 2025Q4: 1,879 shares 1,879 $213K 0.06% +64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 620 shares; 2025Q4: 620 shares 620 $212K 0.06% 0 Timeline WAB WABTEC More: the full row for WABTEC 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: 990 shares; 2025Q3: not reported; 2025Q4: 994 shares 994 $212K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437 shares 437 $210K 0.06% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,288 shares 1,288 $207K 0.06% new Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 1,556 shares 1,556 $207K 0.06% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,593 shares 2,593 $206K 0.06% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,986 shares; 2025Q2: 9,336 shares; 2025Q3: 8,313 shares; 2025Q4: 7,352 shares 7,352 $202K 0.05% -961 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA 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: 1,131 shares 1,131 $202K 0.05% new 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: not reported; 2024Q4: 4,784 shares; 2025Q1: not reported; 2025Q2: 4,895 shares; 2025Q3: 4,967 shares; 2025Q4: 4,360 shares 4,360 $200K 0.05% -607 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: not reported; 2024Q4: 19,441 shares; 2025Q1: 10,953 shares; 2025Q2: 13,628 shares; 2025Q3: 13,898 shares; 2025Q4: 15,230 shares 15,230 $200K 0.05% +1,332 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,568 shares; 2024Q4: 23,568 shares; 2025Q1: 18,155 shares; 2025Q2: 17,488 shares; 2025Q3: 19,903 shares; 2025Q4: 20,401 shares 20,401 $171K 0.05% +498 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS 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: not reported; 2025Q3: not reported; 2025Q4: 37,994 shares 37,994 $155K 0.04% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA 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: 10,117 shares; 2025Q3: 10,842 shares; 2025Q4: 11,033 shares 11,033 $129K 0.04% +191 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,500 shares; 2024Q4: 18,500 shares; 2025Q1: 18,500 shares; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares; 2025Q4: 18,995 shares 18,995 $72K 0.02% +495 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,783 shares; 2024Q4: 17,632 shares; 2025Q1: 15,783 shares; 2025Q2: 16,992 shares; 2025Q3: 16,992 shares; 2025Q4: 17,339 shares 17,339 $69.7K 0.02% +347 Timeline