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: 276,201 shares; 2024Q4: 281,434 shares; 2025Q1: 294,132 shares; 2025Q2: 295,867 shares; 2025Q3: 293,516 shares; 2025Q4: 284,296 shares 284,296 $178M 15.56% -9,220 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: 144,244 shares; 2024Q4: 146,844 shares; 2025Q1: 146,837 shares; 2025Q2: 147,672 shares; 2025Q3: 146,799 shares; 2025Q4: 146,431 shares 146,431 $90M 7.85% -368 Timeline VTES 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: 617,037 shares; 2024Q4: 631,786 shares; 2025Q1: 647,297 shares; 2025Q2: 637,076 shares; 2025Q3: 636,155 shares; 2025Q4: 668,567 shares 668,567 $67.9M 5.93% +32,412 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: 67,090 shares; 2024Q4: 69,108 shares; 2025Q1: 66,067 shares; 2025Q2: 68,119 shares; 2025Q3: 68,902 shares; 2025Q4: 70,865 shares 70,865 $48.5M 4.24% +1,963 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: 539,902 shares; 2024Q4: 540,610 shares; 2025Q1: 533,696 shares; 2025Q2: 529,251 shares; 2025Q3: 528,789 shares; 2025Q4: 526,343 shares 526,343 $47.1M 4.11% -2,446 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: 58,669 shares; 2024Q4: 341,734 shares; 2025Q1: 361,063 shares; 2025Q2: 348,373 shares; 2025Q3: 338,238 shares; 2025Q4: 337,442 shares 337,442 $46.2M 4.03% -796 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: 1,210,382 shares; 2024Q4: 1,234,291 shares; 2025Q1: 1,361,318 shares; 2025Q2: 1,345,355 shares; 2025Q3: 1,320,123 shares; 2025Q4: 1,294,191 shares 1,294,191 $42.6M 3.72% -25,932 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: 648,568 shares; 2024Q4: 653,543 shares; 2025Q1: 651,513 shares; 2025Q2: 643,312 shares; 2025Q3: 625,249 shares; 2025Q4: 606,379 shares 606,379 $40.8M 3.56% -18,870 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: 898,235 shares; 2024Q4: 854,511 shares; 2025Q1: 849,792 shares; 2025Q2: 846,904 shares; 2025Q3: 849,891 shares; 2025Q4: 770,002 shares 770,002 $35.9M 3.13% -79,889 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,246 shares; 2024Q4: 93,909 shares; 2025Q1: 90,515 shares; 2025Q2: 89,455 shares; 2025Q3: 88,503 shares; 2025Q4: 87,394 shares 87,394 $32.6M 2.85% -1,109 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,949 shares; 2024Q4: 230,162 shares; 2025Q1: 216,782 shares; 2025Q2: 214,295 shares; 2025Q3: 210,228 shares; 2025Q4: 205,539 shares 205,539 $29M 2.53% -4,689 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: 181,344 shares; 2024Q4: 248,479 shares; 2025Q1: 282,413 shares; 2025Q2: 299,186 shares; 2025Q3: 333,353 shares; 2025Q4: 347,522 shares 347,522 $27.1M 2.36% +14,169 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 961,209 shares; 2024Q4: 970,495 shares; 2025Q1: 966,696 shares; 2025Q2: 957,645 shares; 2025Q3: 969,998 shares; 2025Q4: 973,477 shares 973,477 $25.7M 2.24% +3,479 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,778 shares; 2024Q4: 319,010 shares; 2025Q1: 313,477 shares; 2025Q2: 300,250 shares; 2025Q3: 305,773 shares; 2025Q4: 302,121 shares 302,121 $24.1M 2.1% -3,652 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,176 shares; 2024Q4: 489,036 shares; 2025Q1: 522,864 shares; 2025Q2: 561,403 shares; 2025Q3: 585,903 shares; 2025Q4: 679,626 shares 679,626 $23.2M 2.03% +93,723 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: 405,304 shares; 2024Q4: 417,736 shares; 2025Q1: 424,098 shares; 2025Q2: 424,837 shares; 2025Q3: 421,688 shares; 2025Q4: 422,976 shares 422,976 $21.1M 1.84% +1,288 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: 56,240 shares; 2024Q4: 58,082 shares; 2025Q1: 57,154 shares; 2025Q2: 56,377 shares; 2025Q3: 61,196 shares; 2025Q4: 59,262 shares 59,262 $16.1M 1.41% -1,934 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: 455,532 shares; 2024Q4: 458,170 shares; 2025Q1: 455,684 shares; 2025Q2: 463,229 shares; 2025Q3: 474,837 shares; 2025Q4: 477,142 shares 477,142 $15.5M 1.36% +2,305 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: 168,165 shares; 2024Q4: 163,350 shares; 2025Q1: 163,143 shares; 2025Q2: 162,545 shares; 2025Q3: 155,714 shares; 2025Q4: 142,332 shares 142,332 $15M 1.31% -13,382 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: 148,616 shares; 2024Q4: 151,445 shares; 2025Q1: 160,785 shares; 2025Q2: 172,142 shares; 2025Q3: 179,768 shares; 2025Q4: 186,450 shares 186,450 $13M 1.13% +6,682 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: 112,252 shares; 2024Q4: 114,025 shares; 2025Q1: 130,639 shares; 2025Q2: 141,026 shares; 2025Q3: 167,929 shares; 2025Q4: 188,223 shares 188,223 $12.4M 1.08% +20,294 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,171 shares; 2024Q4: 78,535 shares; 2025Q1: 81,787 shares; 2025Q2: 84,287 shares; 2025Q3: 87,668 shares; 2025Q4: 93,077 shares 93,077 $11.5M 1% +5,409 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,540 shares; 2024Q4: 96,586 shares; 2025Q1: 100,114 shares; 2025Q2: 99,032 shares; 2025Q3: 101,271 shares; 2025Q4: 106,819 shares 106,819 $10.7M 0.93% +5,548 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,810 shares; 2024Q4: 172,389 shares; 2025Q1: 180,550 shares; 2025Q2: 182,860 shares; 2025Q3: 197,582 shares; 2025Q4: 217,815 shares 217,815 $10.6M 0.93% +20,233 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: 9,283 shares; 2024Q4: 9,381 shares; 2025Q1: 9,387 shares; 2025Q2: 9,384 shares; 2025Q3: 9,358 shares; 2025Q4: 9,457 shares 9,457 $10.2M 0.89% +99 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,116 shares; 2024Q4: 33,197 shares; 2025Q1: 34,472 shares; 2025Q2: 35,845 shares; 2025Q3: 37,649 shares; 2025Q4: 41,331 shares 41,331 $8.77M 0.77% +3,682 Timeline SPTS 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: 352,780 shares; 2024Q4: 334,476 shares; 2025Q1: 301,423 shares; 2025Q2: 278,427 shares; 2025Q3: 271,676 shares; 2025Q4: 269,595 shares 269,595 $7.89M 0.69% -2,081 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $7.55M 0.66% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,219 shares; 2024Q4: 38,482 shares; 2025Q1: 40,695 shares; 2025Q2: 41,765 shares; 2025Q3: 42,593 shares; 2025Q4: 46,447 shares 46,447 $6.57M 0.57% +3,854 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,799 shares; 2024Q4: 187,438 shares; 2025Q1: 196,706 shares; 2025Q2: 204,568 shares; 2025Q3: 219,163 shares; 2025Q4: 243,655 shares 243,655 $6.15M 0.54% +24,492 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: 7,777 shares; 2024Q4: 8,749 shares; 2025Q1: 13,530 shares; 2025Q2: 10,425 shares; 2025Q3: 13,019 shares; 2025Q4: 12,083 shares 12,083 $5.84M 0.51% -936 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: 19,312 shares; 2024Q4: 17,945 shares; 2025Q1: 16,424 shares; 2025Q2: 14,264 shares; 2025Q3: 13,913 shares; 2025Q4: 11,794 shares 11,794 $5.75M 0.5% -2,119 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: 90,448 shares; 2024Q4: 99,336 shares; 2025Q1: 91,989 shares; 2025Q2: 100,802 shares; 2025Q3: 98,545 shares; 2025Q4: 73,502 shares 73,502 $5.54M 0.48% -25,043 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: 4,607 shares; 2024Q4: 4,345 shares; 2025Q1: 4,359 shares; 2025Q2: 16,474 shares; 2025Q3: 16,909 shares; 2025Q4: 16,421 shares 16,421 $5.51M 0.48% -488 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: 81,701 shares; 2024Q4: 86,518 shares; 2025Q1: 79,967 shares; 2025Q2: 89,322 shares; 2025Q3: 87,889 shares; 2025Q4: 87,244 shares 87,244 $5.45M 0.48% -645 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,401 shares; 2024Q4: 85,617 shares; 2025Q1: 83,789 shares; 2025Q2: 79,263 shares; 2025Q3: 78,844 shares; 2025Q4: 77,035 shares 77,035 $5.35M 0.47% -1,809 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: 10,297 shares; 2024Q4: 10,476 shares; 2025Q1: 10,526 shares; 2025Q2: 10,537 shares; 2025Q3: 10,557 shares; 2025Q4: 10,532 shares 10,532 $5.29M 0.46% -25 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,528 shares; 2024Q4: 18,847 shares; 2025Q1: 18,847 shares; 2025Q2: 18,841 shares; 2025Q3: 18,587 shares; 2025Q4: 16,897 shares 16,897 $4.88M 0.43% -1,690 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,155 shares; 2024Q4: 23,720 shares; 2025Q1: 21,609 shares; 2025Q2: 21,542 shares; 2025Q3: 21,368 shares; 2025Q4: 16,802 shares 16,802 $4.88M 0.43% -4,566 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: 38,076 shares; 2024Q4: 38,898 shares; 2025Q1: 38,141 shares; 2025Q2: 38,853 shares; 2025Q3: 38,967 shares; 2025Q4: 38,922 shares 38,922 $4.68M 0.41% -45 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: 27,902 shares; 2024Q4: 27,877 shares; 2025Q1: 25,065 shares; 2025Q2: 23,331 shares; 2025Q3: 22,806 shares; 2025Q4: 22,914 shares 22,914 $4.38M 0.38% +108 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,781 shares; 2024Q4: 26,420 shares; 2025Q1: 29,257 shares; 2025Q2: 30,803 shares; 2025Q3: 32,995 shares; 2025Q4: 36,826 shares 36,826 $4.06M 0.35% +3,831 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: 20,358 shares; 2024Q4: 19,649 shares; 2025Q1: 19,219 shares; 2025Q2: 19,329 shares; 2025Q3: 19,468 shares; 2025Q4: 19,421 shares 19,421 $4.02M 0.35% -47 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,097 shares; 2024Q4: 47,724 shares; 2025Q1: 47,651 shares; 2025Q2: 47,125 shares; 2025Q3: 46,142 shares; 2025Q4: 46,866 shares 46,866 $3.97M 0.35% +724 Timeline DFNM 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: 90,704 shares; 2024Q4: 90,138 shares; 2025Q1: 79,701 shares; 2025Q2: 79,108 shares; 2025Q3: 79,150 shares; 2025Q4: 79,203 shares 79,203 $3.82M 0.33% +53 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: 52,837 shares; 2024Q4: 52,510 shares; 2025Q1: 52,416 shares; 2025Q2: 47,590 shares; 2025Q3: 45,202 shares; 2025Q4: 44,237 shares 44,237 $3.55M 0.31% -965 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: 23,191 shares; 2024Q4: 23,271 shares; 2025Q1: 23,143 shares; 2025Q2: 23,064 shares; 2025Q3: 23,011 shares; 2025Q4: 23,096 shares 23,096 $3.31M 0.29% +85 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,561 shares; 2024Q4: 45,747 shares; 2025Q1: 42,647 shares; 2025Q2: 42,015 shares; 2025Q3: 41,668 shares; 2025Q4: 41,874 shares 41,874 $3.3M 0.29% +206 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: 29,331 shares; 2024Q4: 32,981 shares; 2025Q1: 34,367 shares; 2025Q2: 34,161 shares; 2025Q3: 35,711 shares; 2025Q4: 38,797 shares 38,797 $3.21M 0.28% +3,086 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,071 shares; 2024Q4: 111,588 shares; 2025Q1: 109,425 shares; 2025Q2: 108,142 shares; 2025Q3: 102,820 shares; 2025Q4: 103,209 shares 103,209 $3.1M 0.27% +389 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,639 shares; 2024Q4: 44,892 shares; 2025Q1: 48,484 shares; 2025Q2: 51,072 shares; 2025Q3: 54,785 shares; 2025Q4: 60,718 shares 60,718 $3.1M 0.27% +5,933 Timeline SCHK 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: not reported; 2025Q3: not reported; 2025Q4: 90,623 shares 90,623 $2.97M 0.26% new 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: 6,131 shares; 2024Q4: 6,134 shares; 2025Q1: 5,993 shares; 2025Q2: 6,351 shares; 2025Q3: 6,354 shares; 2025Q4: 6,156 shares 6,156 $2.91M 0.25% -198 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: 23,956 shares; 2024Q4: 24,145 shares; 2025Q1: 24,054 shares; 2025Q2: 23,980 shares; 2025Q3: 24,135 shares; 2025Q4: 24,162 shares 24,162 $2.91M 0.25% +27 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,144 shares; 2024Q4: 52,189 shares; 2025Q1: 54,914 shares; 2025Q2: 57,091 shares; 2025Q3: 62,196 shares; 2025Q4: 63,103 shares 63,103 $2.79M 0.24% +907 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: 15,652 shares; 2024Q4: 15,714 shares; 2025Q1: 15,720 shares; 2025Q2: 15,749 shares; 2025Q3: 15,752 shares; 2025Q4: 15,771 shares 15,771 $2.52M 0.22% +19 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: 47,648 shares; 2024Q4: 45,414 shares; 2025Q1: 45,207 shares; 2025Q2: 42,718 shares; 2025Q3: 42,830 shares; 2025Q4: 42,684 shares 42,684 $2.51M 0.22% -146 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: 3,948 shares; 2024Q4: 7,854 shares; 2025Q1: 7,784 shares; 2025Q2: 8,586 shares; 2025Q3: 9,588 shares; 2025Q4: 13,029 shares 13,029 $2.43M 0.21% +3,441 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: 2,719 shares; 2024Q4: 2,749 shares; 2025Q1: 2,602 shares; 2025Q2: 2,611 shares; 2025Q3: 2,630 shares; 2025Q4: 2,730 shares 2,730 $2.4M 0.21% +100 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: 2,956 shares; 2024Q4: 3,061 shares; 2025Q1: 3,108 shares; 2025Q2: 3,113 shares; 2025Q3: 3,166 shares; 2025Q4: 3,532 shares 3,532 $2.33M 0.2% +366 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,030 shares; 2024Q4: 41,261 shares; 2025Q1: 42,357 shares; 2025Q2: 43,919 shares; 2025Q3: 50,899 shares; 2025Q4: 51,982 shares 51,982 $2.32M 0.2% +1,083 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: 55,357 shares; 2024Q4: 55,480 shares; 2025Q1: 67,594 shares; 2025Q2: 65,710 shares; 2025Q3: 59,483 shares; 2025Q4: 59,577 shares 59,577 $2.27M 0.2% +94 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: 39,530 shares; 2024Q4: 39,581 shares; 2025Q1: 40,604 shares; 2025Q2: 41,912 shares; 2025Q3: 48,819 shares; 2025Q4: 49,289 shares 49,289 $2.27M 0.2% +470 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: 3,871 shares; 2024Q4: 4,627 shares; 2025Q1: 4,628 shares; 2025Q2: 4,710 shares; 2025Q3: 5,957 shares; 2025Q4: 7,169 shares 7,169 $2.24M 0.2% +1,212 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: 11,009 shares; 2024Q4: 11,870 shares; 2025Q1: 11,739 shares; 2025Q2: 13,730 shares; 2025Q3: 14,834 shares; 2025Q4: 15,969 shares 15,969 $2.23M 0.19% +1,135 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: 22,821 shares; 2024Q4: 24,706 shares; 2025Q1: 24,959 shares; 2025Q2: 25,139 shares; 2025Q3: 25,270 shares; 2025Q4: 27,228 shares 27,228 $2.11M 0.18% +1,958 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,401 shares; 2024Q4: 6,400 shares; 2025Q1: 6,403 shares; 2025Q2: 6,403 shares; 2025Q3: 6,406 shares; 2025Q4: 6,412 shares 6,412 $2.05M 0.18% +6 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: not reported; 2025Q4: 6,080 shares 6,080 $1.9M 0.17% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,381 shares; 2024Q4: 25,470 shares; 2025Q1: 27,601 shares; 2025Q2: 33,323 shares; 2025Q3: 35,788 shares; 2025Q4: 37,748 shares 37,748 $1.81M 0.16% +1,960 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,999 shares; 2024Q4: 15,380 shares; 2025Q1: 15,380 shares; 2025Q2: 15,380 shares; 2025Q3: 15,380 shares; 2025Q4: 15,578 shares 15,578 $1.73M 0.15% +198 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 5,554 shares; 2025Q1: 5,232 shares; 2025Q2: 5,253 shares; 2025Q3: 5,279 shares; 2025Q4: 5,318 shares 5,318 $1.65M 0.14% +39 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,795 shares; 2024Q4: 39,147 shares; 2025Q1: 38,511 shares; 2025Q2: 30,371 shares; 2025Q3: 31,163 shares; 2025Q4: 31,049 shares 31,049 $1.64M 0.14% -114 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 3,033 shares; 2025Q1: 3,324 shares; 2025Q2: 3,656 shares; 2025Q3: 3,860 shares; 2025Q4: 4,819 shares 4,819 $1.56M 0.14% +959 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: 19,422 shares; 2024Q4: 18,413 shares; 2025Q1: 16,497 shares; 2025Q2: 16,356 shares; 2025Q3: 16,161 shares; 2025Q4: 16,228 shares 16,228 $1.53M 0.13% +67 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: 33,442 shares; 2024Q4: 33,515 shares; 2025Q1: 33,559 shares; 2025Q2: 33,613 shares; 2025Q3: 32,562 shares; 2025Q4: 32,609 shares 32,609 $1.53M 0.13% +47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,398 shares; 2025Q3: 5,403 shares; 2025Q4: 5,462 shares 5,462 $1.52M 0.13% +59 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: 9,130 shares; 2024Q4: 8,661 shares; 2025Q1: 8,571 shares; 2025Q2: 8,535 shares; 2025Q3: 8,560 shares; 2025Q4: 8,542 shares 8,542 $1.52M 0.13% -18 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,784 shares; 2024Q4: 9,105 shares; 2025Q1: 9,975 shares; 2025Q2: 10,615 shares; 2025Q3: 11,148 shares; 2025Q4: 13,079 shares 13,079 $1.49M 0.13% +1,931 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,001 shares; 2024Q4: 9,993 shares; 2025Q1: 10,051 shares; 2025Q2: 9,442 shares; 2025Q3: 8,632 shares; 2025Q4: 7,781 shares 7,781 $1.42M 0.12% -851 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: 1,843 shares; 2024Q4: 2,430 shares; 2025Q1: 2,467 shares; 2025Q2: 2,564 shares; 2025Q3: 3,730 shares; 2025Q4: 4,469 shares 4,469 $1.4M 0.12% +739 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: 11,532 shares; 2024Q4: 10,812 shares; 2025Q1: 11,262 shares; 2025Q2: 10,345 shares; 2025Q3: 9,567 shares; 2025Q4: 9,403 shares 9,403 $1.4M 0.12% -164 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: 12,227 shares; 2024Q4: 13,452 shares; 2025Q1: 10,538 shares; 2025Q2: 12,271 shares; 2025Q3: 13,065 shares; 2025Q4: 14,197 shares 14,197 $1.35M 0.12% +1,132 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,671 shares; 2024Q4: 59,224 shares; 2025Q1: 50,426 shares; 2025Q2: 46,588 shares; 2025Q3: 43,142 shares; 2025Q4: 41,639 shares 41,639 $1.26M 0.11% -1,503 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,956 shares; 2024Q4: 10,726 shares; 2025Q1: 10,179 shares; 2025Q2: 11,786 shares; 2025Q3: 11,984 shares; 2025Q4: 12,827 shares 12,827 $1.25M 0.11% +843 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: 2,309 shares; 2024Q4: 3,648 shares; 2025Q1: 3,767 shares; 2025Q2: 3,998 shares; 2025Q3: 3,799 shares; 2025Q4: 5,310 shares 5,310 $1.23M 0.11% +1,511 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: 1,865 shares; 2024Q4: 1,850 shares; 2025Q1: 1,755 shares; 2025Q2: 1,757 shares; 2025Q3: 1,760 shares; 2025Q4: 1,752 shares 1,752 $1.19M 0.1% -8 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: 3,353 shares; 2024Q4: 3,374 shares; 2025Q1: 3,386 shares; 2025Q2: 5,350 shares; 2025Q3: 3,768 shares; 2025Q4: 3,786 shares 3,786 $1.19M 0.1% +18 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: 3,933 shares; 2024Q4: 4,041 shares; 2025Q1: 3,883 shares; 2025Q2: 3,876 shares; 2025Q3: 3,983 shares; 2025Q4: 3,838 shares 3,838 $1.18M 0.1% -145 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 3,783 shares; 2025Q1: 3,645 shares; 2025Q2: 3,603 shares; 2025Q3: 3,509 shares; 2025Q4: 3,496 shares 3,496 $1.18M 0.1% -13 Timeline SLQD 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: 25,838 shares; 2024Q4: 24,363 shares; 2025Q1: 23,336 shares; 2025Q2: 22,597 shares; 2025Q3: 22,452 shares; 2025Q4: 22,520 shares 22,520 $1.14M 0.1% +68 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: 16,247 shares; 2024Q4: 16,247 shares; 2025Q1: 12,797 shares; 2025Q2: 14,006 shares; 2025Q3: 14,006 shares; 2025Q4: 14,006 shares 14,006 $1.14M 0.1% 0 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: 1,164 shares; 2024Q4: 1,229 shares; 2025Q1: 1,224 shares; 2025Q2: 1,207 shares; 2025Q3: 1,203 shares; 2025Q4: 1,306 shares 1,306 $1.13M 0.1% +103 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,466 shares 5,466 $1.12M 0.1% 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: 12,183 shares; 2024Q4: 12,081 shares; 2025Q1: 11,262 shares; 2025Q2: 16,199 shares; 2025Q3: 17,829 shares; 2025Q4: 15,179 shares 15,179 $1.12M 0.1% -2,650 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,815 shares; 2024Q4: 16,797 shares; 2025Q1: 16,744 shares; 2025Q2: 20,244 shares; 2025Q3: 21,588 shares; 2025Q4: 24,183 shares 24,183 $1.09M 0.1% +2,595 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: 6,177 shares; 2024Q4: 4,417 shares; 2025Q1: 4,430 shares; 2025Q2: 4,430 shares; 2025Q3: 4,215 shares; 2025Q4: 4,234 shares 4,234 $1.06M 0.09% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,130 shares 35,130 $1.04M 0.09% new 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: 2,614 shares; 2024Q4: 2,927 shares; 2025Q1: 2,943 shares; 2025Q2: 2,965 shares; 2025Q3: 3,700 shares; 2025Q4: 3,198 shares 3,198 $1.03M 0.09% -502 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: 2,465 shares; 2024Q4: 2,466 shares; 2025Q1: 2,466 shares; 2025Q2: 2,466 shares; 2025Q3: 2,484 shares; 2025Q4: 2,467 shares 2,467 $1.02M 0.09% -17 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: 2,067 shares; 2024Q4: 2,474 shares; 2025Q1: 1,729 shares; 2025Q2: 1,924 shares; 2025Q3: 2,008 shares; 2025Q4: 2,262 shares 2,262 $1.02M 0.09% +254 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: 3,838 shares; 2024Q4: 3,963 shares; 2025Q1: 4,019 shares; 2025Q2: 4,022 shares; 2025Q3: 4,031 shares; 2025Q4: 5,404 shares 5,404 $991K 0.09% +1,373 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,413 shares; 2025Q1: 15,696 shares; 2025Q2: 15,312 shares; 2025Q3: 15,531 shares; 2025Q4: 17,647 shares 17,647 $971K 0.08% +2,116 Timeline IGIB 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: 17,580 shares; 2024Q4: 17,617 shares; 2025Q1: 17,635 shares; 2025Q2: 17,664 shares; 2025Q3: 17,693 shares; 2025Q4: 17,734 shares 17,734 $955K 0.08% +41 Timeline IUSG 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: 5,900 shares; 2024Q4: 4,890 shares; 2025Q1: 4,897 shares; 2025Q2: 5,605 shares; 2025Q3: 5,654 shares; 2025Q4: 5,622 shares 5,622 $944K 0.08% -32 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: 7,695 shares; 2024Q4: 8,149 shares; 2025Q1: 7,969 shares; 2025Q2: 8,064 shares; 2025Q3: 8,137 shares; 2025Q4: 8,084 shares 8,084 $920K 0.08% -53 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: 2,262 shares; 2024Q4: 2,363 shares; 2025Q1: 2,422 shares; 2025Q2: 2,436 shares; 2025Q3: 2,472 shares; 2025Q4: 3,075 shares 3,075 $911K 0.08% +603 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,717 shares; 2024Q4: 16,932 shares; 2025Q1: 17,181 shares; 2025Q2: 20,480 shares; 2025Q3: 21,762 shares; 2025Q4: 24,407 shares 24,407 $884K 0.08% +2,645 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: 1,278 shares; 2025Q1: 1,326 shares; 2025Q2: 1,771 shares; 2025Q3: 1,908 shares; 2025Q4: 2,520 shares 2,520 $872K 0.08% +612 Timeline SCMB 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: not reported; 2025Q3: not reported; 2025Q4: 30,817 shares 30,817 $794K 0.07% new 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: 6,936 shares; 2024Q4: 6,064 shares; 2025Q1: 5,403 shares; 2025Q2: 3,638 shares; 2025Q3: 3,650 shares; 2025Q4: 3,651 shares 3,651 $773K 0.07% +1 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: 827 shares; 2024Q4: 875 shares; 2025Q1: 841 shares; 2025Q2: 856 shares; 2025Q3: 870 shares; 2025Q4: 1,348 shares 1,348 $772K 0.07% +478 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,489 shares; 2024Q4: 17,255 shares; 2025Q1: 15,278 shares; 2025Q2: 13,935 shares; 2025Q3: 14,014 shares; 2025Q4: 6,905 shares 6,905 $737K 0.06% -7,109 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: 3,258 shares; 2024Q4: 2,856 shares; 2025Q1: 2,795 shares; 2025Q2: 2,767 shares; 2025Q3: 2,733 shares; 2025Q4: 2,807 shares 2,807 $724K 0.06% +74 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: 12,427 shares; 2024Q4: 25,286 shares; 2025Q1: 19,886 shares; 2025Q2: 20,016 shares; 2025Q3: 20,016 shares; 2025Q4: 29,541 shares 29,541 $710K 0.06% +9,525 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: 1,309 shares; 2024Q4: 1,309 shares; 2025Q1: 1,249 shares; 2025Q2: 1,806 shares; 2025Q3: 1,788 shares; 2025Q4: 1,748 shares 1,748 $693K 0.06% -40 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,750 shares; 2025Q1: 1,669 shares; 2025Q2: 1,682 shares; 2025Q3: 1,694 shares; 2025Q4: 1,719 shares 1,719 $669K 0.06% +25 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: 5,020 shares; 2024Q4: 5,046 shares; 2025Q1: 1,139 shares; 2025Q2: 1,135 shares; 2025Q3: 1,153 shares; 2025Q4: 1,152 shares 1,152 $657K 0.06% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,191 shares; 2025Q3: 5,292 shares; 2025Q4: 5,855 shares 5,855 $652K 0.06% +563 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: 958 shares; 2024Q4: 1,005 shares; 2025Q1: 1,013 shares; 2025Q2: 968 shares; 2025Q3: 990 shares; 2025Q4: 952 shares 952 $622K 0.05% -38 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 3,050 shares; 2025Q1: 3,054 shares; 2025Q2: 3,059 shares; 2025Q3: 3,063 shares; 2025Q4: 2,953 shares 2,953 $621K 0.05% -110 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,840 shares; 2025Q1: 2,782 shares; 2025Q2: 2,746 shares; 2025Q3: 2,746 shares; 2025Q4: 2,746 shares 2,746 $574K 0.05% 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: 3,268 shares; 2024Q4: 3,492 shares; 2025Q1: 3,866 shares; 2025Q2: 3,370 shares; 2025Q3: 4,267 shares; 2025Q4: 3,618 shares 3,618 $551K 0.05% -649 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 6,758 shares; 2025Q1: 6,890 shares; 2025Q2: 6,711 shares; 2025Q3: 7,567 shares; 2025Q4: 7,808 shares 7,808 $546K 0.05% +241 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 2,390 shares; 2025Q1: 2,438 shares; 2025Q2: 2,343 shares; 2025Q3: 2,371 shares; 2025Q4: 3,174 shares 3,174 $543K 0.05% +803 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: 1,482 shares; 2024Q4: 1,485 shares; 2025Q1: 2,030 shares; 2025Q2: 2,245 shares; 2025Q3: 2,036 shares; 2025Q4: 2,141 shares 2,141 $527K 0.05% +105 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,403 shares; 2024Q4: 10,663 shares; 2025Q1: 10,461 shares; 2025Q2: 12,495 shares; 2025Q3: 9,835 shares; 2025Q4: 9,538 shares 9,538 $513K 0.04% -297 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: 297 shares; 2024Q4: 351 shares; 2025Q1: 357 shares; 2025Q2: 369 shares; 2025Q3: 380 shares; 2025Q4: 5,292 shares 5,292 $496K 0.04% +4,912 Timeline PWV 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: 7,119 shares; 2024Q4: 7,119 shares; 2025Q1: 7,119 shares; 2025Q2: 7,119 shares; 2025Q3: 7,119 shares; 2025Q4: 7,119 shares 7,119 $474K 0.04% 0 Timeline USIG 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: 8,554 shares; 2024Q4: 8,684 shares; 2025Q1: 8,804 shares; 2025Q2: 8,852 shares; 2025Q3: 9,156 shares; 2025Q4: 9,097 shares 9,097 $471K 0.04% -59 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: 3,023 shares; 2024Q4: 2,769 shares; 2025Q1: 2,769 shares; 2025Q2: 2,769 shares; 2025Q3: 2,769 shares; 2025Q4: 2,769 shares 2,769 $467K 0.04% 0 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,687 shares 6,687 $467K 0.04% 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: 3,371 shares; 2024Q4: 3,553 shares; 2025Q1: 3,570 shares; 2025Q2: 3,551 shares; 2025Q3: 3,546 shares; 2025Q4: 3,668 shares 3,668 $450K 0.04% +122 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,461 shares; 2024Q4: 3,464 shares; 2025Q1: 3,273 shares; 2025Q2: 3,276 shares; 2025Q3: 3,108 shares; 2025Q4: 3,111 shares 3,111 $447K 0.04% +3 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: 1,685 shares; 2024Q4: 1,651 shares; 2025Q1: 1,613 shares; 2025Q2: 1,616 shares; 2025Q3: 1,619 shares; 2025Q4: 2,210 shares 2,210 $439K 0.04% +591 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: 815 shares; 2024Q4: 841 shares; 2025Q1: 831 shares; 2025Q2: 830 shares; 2025Q3: 834 shares; 2025Q4: 845 shares 845 $431K 0.04% +11 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,118 shares; 2024Q4: 22,334 shares; 2025Q1: 22,334 shares; 2025Q2: 22,949 shares; 2025Q3: 27,333 shares; 2025Q4: 28,412 shares 28,412 $421K 0.04% +1,079 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,249 shares; 2025Q1: 1,266 shares; 2025Q2: 1,274 shares; 2025Q3: 1,309 shares; 2025Q4: 1,370 shares 1,370 $419K 0.04% +61 Timeline SPSM 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: 8,859 shares 8,859 $415K 0.04% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,105 shares 6,105 $399K 0.03% new Timeline INTF 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: 12,310 shares; 2024Q4: 12,534 shares; 2025Q1: 11,280 shares; 2025Q2: 10,665 shares; 2025Q3: 10,766 shares; 2025Q4: 9,975 shares 9,975 $377K 0.03% -791 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,734 shares; 2025Q1: 1,472 shares; 2025Q2: 1,400 shares; 2025Q3: 1,428 shares; 2025Q4: 1,459 shares 1,459 $375K 0.03% +31 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 6,232 shares; 2025Q1: 5,627 shares; 2025Q2: 3,945 shares; 2025Q3: 3,959 shares; 2025Q4: 3,470 shares 3,470 $372K 0.03% -489 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: not reported; 2024Q4: 4,060 shares; 2025Q1: 4,528 shares; 2025Q2: 4,262 shares; 2025Q3: 4,512 shares; 2025Q4: 4,822 shares 4,822 $371K 0.03% +310 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 693 shares; 2025Q4: 1,036 shares 1,036 $363K 0.03% +343 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P 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: 21,519 shares 21,519 $355K 0.03% new Timeline PWP PERELLA WEINBERG PARTNERS More: the full row for PERELLA WEINBERG PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,939 shares; 2024Q4: 25,010 shares; 2025Q1: 25,097 shares; 2025Q2: 25,196 shares; 2025Q3: 20,261 shares; 2025Q4: 20,340 shares 20,340 $352K 0.03% +79 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: 2,486 shares; 2024Q4: 2,396 shares; 2025Q1: 2,318 shares; 2025Q2: 2,197 shares; 2025Q3: 2,642 shares; 2025Q4: 2,415 shares 2,415 $347K 0.03% -227 Timeline SPEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,397 shares 7,397 $346K 0.03% new 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: 1,372 shares; 2024Q4: 1,531 shares; 2025Q1: 1,562 shares; 2025Q2: 1,574 shares; 2025Q3: 1,761 shares; 2025Q4: 1,761 shares 1,761 $343K 0.03% 0 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: 2,726 shares; 2024Q4: 1,579 shares; 2025Q1: 1,564 shares; 2025Q2: 1,606 shares; 2025Q3: 1,628 shares; 2025Q4: 1,645 shares 1,645 $343K 0.03% +17 Timeline SMLF 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: 8,164 shares; 2024Q4: 7,860 shares; 2025Q1: 5,049 shares; 2025Q2: 4,997 shares; 2025Q3: 4,776 shares; 2025Q4: 4,575 shares 4,575 $343K 0.03% -201 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: 15,517 shares; 2024Q4: 16,381 shares; 2025Q1: 15,293 shares; 2025Q2: 17,071 shares; 2025Q3: 14,895 shares; 2025Q4: 13,666 shares 13,666 $340K 0.03% -1,229 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: 7,009 shares; 2024Q4: 7,112 shares; 2025Q1: 4,152 shares; 2025Q2: 4,136 shares; 2025Q3: 4,167 shares; 2025Q4: 4,223 shares 4,223 $335K 0.03% +56 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,686 shares 5,686 $329K 0.03% new 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: 634 shares; 2024Q4: 513 shares; 2025Q1: 515 shares; 2025Q2: 531 shares; 2025Q3: 502 shares; 2025Q4: 437 shares 437 $329K 0.03% -65 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,692 shares; 2025Q1: 2,695 shares; 2025Q2: 2,709 shares; 2025Q3: 2,722 shares; 2025Q4: 2,765 shares 2,765 $321K 0.03% +43 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: 6,097 shares; 2024Q4: 20,043 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,668 shares 9,668 $315K 0.03% new 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: 3,113 shares; 2024Q4: 3,113 shares; 2025Q1: 3,988 shares; 2025Q2: 3,988 shares; 2025Q3: 3,988 shares; 2025Q4: 4,125 shares 4,125 $313K 0.03% +137 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 3,923 shares; 2025Q1: 3,923 shares; 2025Q2: 3,923 shares; 2025Q3: 3,917 shares; 2025Q4: 3,917 shares 3,917 $310K 0.03% 0 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: 3,398 shares; 2024Q4: 3,517 shares; 2025Q1: 3,444 shares; 2025Q2: 3,555 shares; 2025Q3: 4,036 shares; 2025Q4: 3,596 shares 3,596 $284K 0.02% -440 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: 918 shares; 2024Q4: 949 shares; 2025Q1: 952 shares; 2025Q2: 965 shares; 2025Q3: 931 shares; 2025Q4: 1,008 shares 1,008 $278K 0.02% +77 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: 3,653 shares; 2024Q4: 3,732 shares; 2025Q1: 3,848 shares; 2025Q2: 3,724 shares; 2025Q3: 3,751 shares; 2025Q4: 3,763 shares 3,763 $277K 0.02% +12 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: 2,264 shares; 2024Q4: 967 shares; 2025Q1: not reported; 2025Q2: 918 shares; 2025Q3: 1,120 shares; 2025Q4: 1,842 shares 1,842 $265K 0.02% +722 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 5,711 shares; 2025Q4: 5,711 shares 5,711 $262K 0.02% 0 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: not reported; 2024Q4: 5,483 shares; 2025Q1: 5,807 shares; 2025Q2: 5,574 shares; 2025Q3: 5,757 shares; 2025Q4: 6,367 shares 6,367 $259K 0.02% +610 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 436 shares 436 $247K 0.02% new Timeline JPIB 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: 4,763 shares; 2024Q4: 4,821 shares; 2025Q1: 4,879 shares; 2025Q2: 4,938 shares; 2025Q3: 4,996 shares; 2025Q4: 5,055 shares 5,055 $246K 0.02% +59 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 949 shares 949 $244K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,736 shares 3,736 $241K 0.02% new Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,439 shares; 2024Q4: 10,439 shares; 2025Q1: 10,439 shares; 2025Q2: 10,439 shares; 2025Q3: 10,439 shares; 2025Q4: 10,439 shares 10,439 $239K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,831 shares; 2025Q1: 8,331 shares; 2025Q2: 7,339 shares; 2025Q3: 7,558 shares; 2025Q4: 7,357 shares 7,357 $236K 0.02% -201 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 870 shares; 2025Q1: 884 shares; 2025Q2: 862 shares; 2025Q3: 869 shares; 2025Q4: 886 shares 886 $233K 0.02% +17 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,448 shares; 2025Q3: 6,479 shares; 2025Q4: 6,101 shares 6,101 $232K 0.02% -378 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: not reported; 2025Q4: 216 shares 216 $231K 0.02% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: not reported; 2025Q1: 719 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares 700 $229K 0.02% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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: 2,364 shares 2,364 $223K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,799 shares; 2024Q4: 3,943 shares; 2025Q1: 3,994 shares; 2025Q2: 4,014 shares; 2025Q3: 3,977 shares; 2025Q4: 4,163 shares 4,163 $220K 0.02% +186 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: 1,341 shares; 2025Q2: 1,347 shares; 2025Q3: 1,328 shares; 2025Q4: 1,369 shares 1,369 $220K 0.02% +41 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,422 shares 1,422 $219K 0.02% new 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: 8,783 shares; 2024Q4: 8,852 shares; 2025Q1: 7,668 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,382 shares 6,382 $209K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246 shares 246 $202K 0.02% new Timeline ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,607 shares; 2024Q4: 41,607 shares; 2025Q1: 41,607 shares; 2025Q2: 41,607 shares; 2025Q3: 41,607 shares; 2025Q4: 41,607 shares 41,607 $144K 0.01% 0 Timeline OGCP EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,474 shares; 2024Q4: 16,474 shares; 2025Q1: 16,474 shares; 2025Q2: 16,474 shares; 2025Q3: 16,474 shares; 2025Q4: 16,474 shares 16,474 $104K 0.01% 0 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,408 shares; 2024Q4: 16,408 shares; 2025Q1: 16,408 shares; 2025Q2: 16,408 shares; 2025Q3: 16,408 shares; 2025Q4: 16,408 shares 16,408 $103K 0.01% 0 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,477 shares; 2024Q4: 17,477 shares; 2025Q1: 17,477 shares; 2025Q2: 17,477 shares; 2025Q3: 17,477 shares; 2025Q4: 17,477 shares 17,477 $98.2K 0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,637 shares; 2024Q4: 16,679 shares; 2025Q1: 16,856 shares; 2025Q2: 16,856 shares; 2025Q3: 12,404 shares; 2025Q4: 11,062 shares 11,062 $79.3K 0.01% -1,342 Timeline