SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,944,840 shares; 2024Q4: 4,054,405 shares; 2025Q1: 4,133,351 shares; 2025Q2: 4,392,930 shares; 2025Q3: 5,218,947 shares 5,218,947 $289M 17.89% +826,017 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357,397 shares; 2024Q4: 2,392,985 shares; 2025Q1: 2,338,521 shares; 2025Q2: 2,441,746 shares; 2025Q3: 2,565,787 shares 2,565,787 $268M 16.61% +124,041 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461,585 shares; 2024Q4: 1,505,629 shares; 2025Q1: 1,542,512 shares; 2025Q2: 1,588,040 shares; 2025Q3: 1,624,513 shares 1,624,513 $130M 8.03% +36,473 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433,671 shares; 2024Q4: 1,519,324 shares; 2025Q1: 1,538,293 shares; 2025Q2: 1,630,927 shares; 2025Q3: 1,703,960 shares 1,703,960 $92.3M 5.72% +73,033 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,203 shares; 2024Q4: 531,254 shares; 2025Q1: 567,327 shares; 2025Q2: 579,796 shares; 2025Q3: 631,260 shares 631,260 $60.1M 3.72% +51,464 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,315 shares; 2024Q4: 646,318 shares; 2025Q1: 647,630 shares; 2025Q2: 683,375 shares; 2025Q3: 559,755 shares 559,755 $53.7M 3.33% -123,620 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543,803 shares; 2024Q4: 572,429 shares; 2025Q1: 585,378 shares; 2025Q2: 600,010 shares; 2025Q3: 610,483 shares 610,483 $53.6M 3.32% +10,473 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874,613 shares; 2024Q4: 905,269 shares; 2025Q1: 941,414 shares; 2025Q2: 982,672 shares; 2025Q3: 1,005,249 shares 1,005,249 $44.5M 2.76% +22,577 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,009 shares; 2024Q4: 455,050 shares; 2025Q1: 459,024 shares; 2025Q2: 470,118 shares; 2025Q3: 337,138 shares 337,138 $43.7M 2.71% -132,980 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,245 shares; 2024Q4: 300,766 shares; 2025Q1: 322,923 shares; 2025Q2: 334,137 shares; 2025Q3: 354,508 shares 354,508 $34.2M 2.12% +20,371 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,833 shares; 2024Q4: 494,886 shares; 2025Q1: 523,080 shares; 2025Q2: 626,341 shares; 2025Q3: 725,665 shares 725,665 $33.8M 2.1% +99,324 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,074 shares; 2024Q4: 221,161 shares; 2025Q1: 227,247 shares; 2025Q2: 238,207 shares; 2025Q3: 259,208 shares 259,208 $31M 1.92% +21,001 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,000 shares; 2024Q4: 341,244 shares; 2025Q1: 339,366 shares; 2025Q2: 345,745 shares; 2025Q3: 371,241 shares 371,241 $30.8M 1.91% +25,496 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,870 shares; 2024Q4: 255,047 shares; 2025Q1: 272,187 shares; 2025Q2: 278,065 shares; 2025Q3: 285,594 shares 285,594 $30.5M 1.89% +7,529 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,169 shares; 2024Q4: 427,040 shares; 2025Q1: 452,046 shares; 2025Q2: 460,717 shares; 2025Q3: 494,284 shares 494,284 $25.3M 1.56% +33,567 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,432 shares; 2024Q4: 30,475 shares; 2025Q1: 31,830 shares; 2025Q2: 32,100 shares; 2025Q3: 33,478 shares 33,478 $22.4M 1.39% +1,378 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,396 shares; 2024Q4: 241,906 shares; 2025Q1: 292,987 shares; 2025Q2: 283,582 shares; 2025Q3: 296,570 shares 296,570 $21.2M 1.31% +12,988 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,683 shares; 2024Q4: 195,317 shares; 2025Q1: 204,638 shares; 2025Q2: 216,593 shares; 2025Q3: 236,044 shares 236,044 $21.1M 1.31% +19,451 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,136 shares; 2024Q4: 155,835 shares; 2025Q1: 160,803 shares; 2025Q2: 164,163 shares; 2025Q3: 171,784 shares 171,784 $19.1M 1.19% +7,621 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793,818 shares; 2024Q4: 664,199 shares; 2025Q1: 682,339 shares; 2025Q2: 694,177 shares; 2025Q3: 701,233 shares 701,233 $16.8M 1.04% +7,056 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,141 shares; 2024Q4: 62,835 shares; 2025Q1: 69,795 shares; 2025Q2: 77,351 shares; 2025Q3: 75,826 shares 75,826 $15.4M 0.96% -1,525 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,106 shares; 2024Q4: 123,634 shares; 2025Q1: 118,795 shares; 2025Q2: 125,732 shares; 2025Q3: 122,771 shares 122,771 $14.8M 0.92% -2,961 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,828 shares; 2024Q4: 196,681 shares; 2025Q1: 198,215 shares; 2025Q2: 215,002 shares; 2025Q3: 119,059 shares 119,059 $14.1M 0.88% -95,943 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,012 shares; 2024Q4: 51,046 shares; 2025Q1: 53,367 shares; 2025Q2: 52,857 shares; 2025Q3: 53,877 shares 53,877 $13.7M 0.85% +1,020 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,543 shares; 2024Q4: 218,509 shares; 2025Q1: 219,389 shares; 2025Q2: 208,931 shares; 2025Q3: 204,409 shares 204,409 $13.4M 0.83% -4,522 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,750 shares; 2024Q4: 101,160 shares; 2025Q1: 104,307 shares; 2025Q2: 134,189 shares; 2025Q3: 143,417 shares 143,417 $12.5M 0.78% +9,228 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,099 shares; 2024Q4: 292,747 shares; 2025Q1: 313,552 shares; 2025Q2: 327,876 shares; 2025Q3: 335,101 shares 335,101 $11.5M 0.72% +7,225 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,072 shares; 2024Q4: 18,511 shares; 2025Q1: 21,496 shares; 2025Q2: 22,419 shares; 2025Q3: 21,737 shares 21,737 $10.2M 0.63% -682 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,809 shares; 2024Q4: 485,733 shares; 2025Q1: 518,612 shares; 2025Q2: 499,315 shares; 2025Q3: 533,049 shares 533,049 $9.32M 0.58% +33,734 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,954 shares; 2024Q4: 82,164 shares; 2025Q1: 83,157 shares; 2025Q2: 81,030 shares; 2025Q3: 81,596 shares 81,596 $9.2M 0.57% +566 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,421 shares; 2024Q4: 33,995 shares; 2025Q1: 34,280 shares; 2025Q2: 39,071 shares; 2025Q3: 38,753 shares 38,753 $8M 0.5% -318 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,240 shares; 2024Q4: 46,254 shares; 2025Q1: 43,660 shares; 2025Q2: 39,302 shares; 2025Q3: 39,374 shares 39,374 $7.34M 0.45% +72 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,250 shares; 2024Q4: 16,660 shares; 2025Q1: 15,661 shares; 2025Q2: 14,807 shares; 2025Q3: 14,622 shares 14,622 $7.01M 0.43% -185 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,768 shares; 2024Q4: 35,346 shares; 2025Q1: 40,806 shares; 2025Q2: 32,598 shares; 2025Q3: 36,100 shares 36,100 $6.74M 0.42% +3,502 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,059 shares; 2024Q4: 135,483 shares; 2025Q1: 129,801 shares; 2025Q2: 127,457 shares; 2025Q3: 125,830 shares 125,830 $6.72M 0.42% -1,627 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,834 shares; 2024Q4: 74,743 shares; 2025Q1: 76,503 shares; 2025Q2: 80,844 shares; 2025Q3: 78,429 shares 78,429 $5.17M 0.32% -2,415 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,721 shares; 2024Q4: 27,021 shares; 2025Q1: 23,463 shares; 2025Q2: 22,484 shares; 2025Q3: 31,373 shares 31,373 $4.87M 0.3% +8,889 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,003 shares; 2024Q4: 76,518 shares; 2025Q1: 77,103 shares; 2025Q2: 74,462 shares; 2025Q3: 78,013 shares 78,013 $4.67M 0.29% +3,551 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,623 shares; 2024Q4: 12,431 shares; 2025Q1: 14,986 shares; 2025Q2: 16,261 shares; 2025Q3: 14,404 shares 14,404 $4.23M 0.26% -1,857 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,624 shares; 2024Q4: 6,518 shares; 2025Q1: 5,969 shares; 2025Q2: 5,754 shares; 2025Q3: 6,219 shares 6,219 $4.14M 0.26% +465 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,419 shares; 2024Q4: 7,963 shares; 2025Q1: 7,790 shares; 2025Q2: 7,157 shares; 2025Q3: 7,945 shares 7,945 $4.12M 0.25% +788 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,442 shares; 2024Q4: 64,447 shares; 2025Q1: 65,061 shares; 2025Q2: 64,868 shares; 2025Q3: 61,336 shares 61,336 $4M 0.25% -3,532 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 8,445 shares; 2025Q1: 7,809 shares; 2025Q2: 7,335 shares; 2025Q3: 8,917 shares 8,917 $3.97M 0.25% +1,582 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,178 shares; 2024Q4: 240,790 shares; 2025Q1: 233,427 shares; 2025Q2: 212,711 shares; 2025Q3: 211,425 shares 211,425 $3.68M 0.23% -1,286 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,103 shares; 2024Q4: 51,727 shares; 2025Q1: 50,939 shares; 2025Q2: 51,433 shares; 2025Q3: 50,162 shares 50,162 $3.42M 0.21% -1,271 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,365 shares; 2024Q4: 9,190 shares; 2025Q1: 9,654 shares; 2025Q2: 9,930 shares; 2025Q3: 12,924 shares 12,924 $2.84M 0.18% +2,994 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,363 shares; 2024Q4: 104,750 shares; 2025Q1: 107,255 shares; 2025Q2: 120,328 shares; 2025Q3: 123,769 shares 123,769 $2.83M 0.18% +3,441 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,743 shares; 2024Q4: 12,615 shares; 2025Q1: 13,709 shares; 2025Q2: 17,790 shares; 2025Q3: 14,756 shares 14,756 $2.58M 0.16% -3,034 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,953 shares; 2024Q4: 13,512 shares; 2025Q1: 13,240 shares; 2025Q2: 12,982 shares; 2025Q3: 10,314 shares 10,314 $2.5M 0.15% -2,668 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,830 shares; 2024Q4: 35,302 shares; 2025Q1: 36,574 shares; 2025Q2: 34,776 shares; 2025Q3: 33,231 shares 33,231 $2.44M 0.15% -1,545 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,808 shares; 2025Q3: 48,700 shares 48,700 $2.44M 0.15% +5,892 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,223 shares; 2024Q4: 7,385 shares; 2025Q1: 7,593 shares; 2025Q2: 7,637 shares; 2025Q3: 7,173 shares 7,173 $2.35M 0.15% -464 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,029 shares; 2024Q4: 115,994 shares; 2025Q1: 111,382 shares; 2025Q2: 102,645 shares; 2025Q3: 101,442 shares 101,442 $1.94M 0.12% -1,203 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,513 shares; 2024Q4: 17,014 shares; 2025Q1: 24,141 shares; 2025Q2: 42,626 shares; 2025Q3: 18,013 shares 18,013 $1.86M 0.12% -24,613 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 2,416 shares; 2025Q1: 2,934 shares; 2025Q2: 2,881 shares; 2025Q3: 2,862 shares 2,862 $1.75M 0.11% -19 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,577 shares; 2024Q4: 27,822 shares; 2025Q1: 26,273 shares; 2025Q2: 23,191 shares; 2025Q3: 17,859 shares 17,859 $1.6M 0.1% -5,332 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,788 shares; 2025Q1: 4,691 shares; 2025Q2: 6,520 shares; 2025Q3: 8,590 shares 8,590 $1.57M 0.1% +2,070 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 5,329 shares; 2025Q1: 5,257 shares; 2025Q2: 5,348 shares; 2025Q3: 5,858 shares 5,858 $1.43M 0.09% +510 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,090 shares; 2025Q1: 1,030 shares; 2025Q2: 1,028 shares; 2025Q3: 1,182 shares 1,182 $1.42M 0.09% +154 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,826 shares; 2024Q4: 3,846 shares; 2025Q1: 4,017 shares; 2025Q2: 11,001 shares; 2025Q3: 13,155 shares 13,155 $1.4M 0.09% +2,154 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,042 shares; 2024Q4: 47,969 shares; 2025Q1: 59,094 shares; 2025Q2: 59,003 shares; 2025Q3: 55,479 shares 55,479 $1.39M 0.09% -3,524 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: 3,170 shares; 2025Q1: 3,113 shares; 2025Q2: 4,754 shares; 2025Q3: 4,291 shares 4,291 $1.35M 0.08% -463 Timeline MEAR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,398 shares; 2024Q4: 42,558 shares; 2025Q1: 21,655 shares; 2025Q2: 35,991 shares; 2025Q3: 26,186 shares 26,186 $1.32M 0.08% -9,805 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,397 shares; 2025Q1: 4,390 shares; 2025Q2: 4,406 shares; 2025Q3: 3,913 shares 3,913 $1.29M 0.08% -493 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,228 shares; 2024Q4: 14,956 shares; 2025Q1: 15,192 shares; 2025Q2: 15,284 shares; 2025Q3: 13,904 shares 13,904 $1.27M 0.08% -1,380 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,082 shares; 2025Q1: 1,142 shares; 2025Q2: 1,191 shares; 2025Q3: 1,730 shares 1,730 $1.27M 0.08% +539 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 2,221 shares; 2025Q1: 2,618 shares; 2025Q2: 2,406 shares; 2025Q3: 2,453 shares 2,453 $1.23M 0.08% +47 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,221 shares; 2024Q4: 3,662 shares; 2025Q1: 3,762 shares; 2025Q2: 3,990 shares; 2025Q3: 4,858 shares 4,858 $1.18M 0.07% +868 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,350 shares 22,350 $1.16M 0.07% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,039 shares; 2024Q4: 20,689 shares; 2025Q1: 20,859 shares; 2025Q2: 21,234 shares; 2025Q3: 22,476 shares 22,476 $1.16M 0.07% +1,242 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,075 shares; 2024Q4: 7,141 shares; 2025Q1: 7,649 shares; 2025Q2: 7,671 shares; 2025Q3: 8,012 shares 8,012 $1.13M 0.07% +341 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,281 shares; 2024Q4: 49,632 shares; 2025Q1: 49,601 shares; 2025Q2: 49,503 shares; 2025Q3: 48,008 shares 48,008 $1.11M 0.07% -1,495 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares 4,000 $1.08M 0.07% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,457 shares; 2024Q4: 24,075 shares; 2025Q1: 35,332 shares; 2025Q2: 40,984 shares; 2025Q3: 38,315 shares 38,315 $1.03M 0.06% -2,669 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,122 shares; 2025Q1: 18,634 shares; 2025Q2: 15,362 shares; 2025Q3: 15,110 shares 15,110 $1.02M 0.06% -252 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 6,607 shares; 2025Q1: 8,022 shares; 2025Q2: 10,049 shares; 2025Q3: 11,340 shares 11,340 $990K 0.06% +1,291 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 3,110 shares; 2025Q1: 2,948 shares; 2025Q2: 3,957 shares; 2025Q3: 3,448 shares 3,448 $877K 0.05% -509 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 8,198 shares; 2025Q1: 7,341 shares; 2025Q2: 7,358 shares; 2025Q3: 6,927 shares 6,927 $872K 0.05% -431 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 2,036 shares; 2025Q1: 2,251 shares; 2025Q2: 2,265 shares; 2025Q3: 2,367 shares 2,367 $865K 0.05% +102 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,287 shares; 2025Q1: 1,691 shares; 2025Q2: 1,775 shares; 2025Q3: 2,937 shares 2,937 $820K 0.05% +1,162 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,895 shares; 2025Q1: 7,329 shares; 2025Q2: 7,350 shares; 2025Q3: 8,133 shares 8,133 $812K 0.05% +783 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 2,665 shares; 2025Q1: 2,682 shares; 2025Q2: 2,604 shares; 2025Q3: 2,785 shares 2,785 $786K 0.05% +181 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,834 shares; 2024Q4: 19,098 shares; 2025Q1: 17,175 shares; 2025Q2: 15,508 shares; 2025Q3: 13,754 shares 13,754 $782K 0.05% -1,754 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,941 shares; 2024Q4: 2,577 shares; 2025Q1: 2,975 shares; 2025Q2: 3,377 shares; 2025Q3: 3,936 shares 3,936 $766K 0.05% +559 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,149 shares; 2024Q4: 14,989 shares; 2025Q1: 15,164 shares; 2025Q2: 14,968 shares; 2025Q3: 15,301 shares 15,301 $751K 0.05% +333 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 1,479 shares; 2025Q1: 1,438 shares; 2025Q2: 1,428 shares; 2025Q3: 2,201 shares 2,201 $726K 0.04% +773 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 3,528 shares; 2025Q1: 3,676 shares; 2025Q2: 3,759 shares; 2025Q3: 3,604 shares 3,604 $706K 0.04% -155 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 1,801 shares; 2025Q1: 1,794 shares; 2025Q2: 1,950 shares; 2025Q3: 2,405 shares 2,405 $676K 0.04% +455 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,563 shares; 2025Q3: 12,810 shares 12,810 $652K 0.04% +247 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 814 shares; 2025Q1: 1,000 shares; 2025Q2: 1,091 shares; 2025Q3: 1,085 shares 1,085 $651K 0.04% -6 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 7,578 shares; 2025Q1: 7,711 shares; 2025Q2: 9,617 shares; 2025Q3: 9,345 shares 9,345 $636K 0.04% -272 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,071 shares; 2025Q3: 8,091 shares 8,091 $619K 0.04% -980 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,475 shares; 2025Q1: 2,405 shares; 2025Q2: 2,294 shares; 2025Q3: 4,095 shares 4,095 $609K 0.04% +1,801 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 1,971 shares; 2025Q1: 1,972 shares; 2025Q2: 2,008 shares; 2025Q3: 1,971 shares 1,971 $587K 0.04% -37 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 2,730 shares; 2025Q1: 2,735 shares; 2025Q2: 2,600 shares; 2025Q3: 2,603 shares 2,603 $578K 0.04% +3 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,542 shares; 2024Q4: 8,910 shares; 2025Q1: 9,036 shares; 2025Q2: 9,102 shares; 2025Q3: 7,156 shares 7,156 $565K 0.03% -1,946 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,839 shares 5,839 $509K 0.03% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,253 shares; 2024Q4: 26,347 shares; 2025Q1: 15,266 shares; 2025Q2: 16,287 shares; 2025Q3: 15,991 shares 15,991 $506K 0.03% -296 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,578 shares; 2025Q1: 12,078 shares; 2025Q2: 12,249 shares; 2025Q3: 12,249 shares 12,249 $504K 0.03% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 8,078 shares; 2025Q1: 4,473 shares; 2025Q2: 4,782 shares; 2025Q3: 4,957 shares 4,957 $497K 0.03% +175 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,852 shares; 2025Q1: 1,728 shares; 2025Q2: 1,435 shares; 2025Q3: 1,392 shares 1,392 $495K 0.03% -43 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,664 shares; 2025Q2: 9,645 shares; 2025Q3: 9,283 shares 9,283 $494K 0.03% -362 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,357 shares; 2025Q1: 3,219 shares; 2025Q2: 2,518 shares; 2025Q3: 2,556 shares 2,556 $493K 0.03% +38 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 824 shares; 2025Q1: 539 shares; 2025Q2: 522 shares; 2025Q3: 514 shares 514 $476K 0.03% -8 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,055 shares; 2024Q4: 32,699 shares; 2025Q1: 35,087 shares; 2025Q2: 32,745 shares; 2025Q3: 20,184 shares 20,184 $470K 0.03% -12,561 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,379 shares; 2025Q1: 3,257 shares; 2025Q2: 1,844 shares; 2025Q3: 2,015 shares 2,015 $467K 0.03% +171 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,433 shares; 2025Q1: 1,302 shares; 2025Q2: 1,176 shares; 2025Q3: 1,144 shares 1,144 $463K 0.03% -32 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,999 shares; 2024Q4: 12,140 shares; 2025Q1: 12,069 shares; 2025Q2: 12,241 shares; 2025Q3: 10,192 shares 10,192 $448K 0.03% -2,049 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: not reported; 2025Q1: 1,090 shares; 2025Q2: 1,039 shares; 2025Q3: 1,438 shares 1,438 $433K 0.03% +399 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,638 shares; 2025Q2: 7,115 shares; 2025Q3: 10,039 shares 10,039 $430K 0.03% +2,924 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,374 shares; 2025Q1: 1,294 shares; 2025Q2: 1,331 shares; 2025Q3: 1,424 shares 1,424 $418K 0.03% +93 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,440 shares; 2024Q4: 16,440 shares; 2025Q1: 16,440 shares; 2025Q2: 16,440 shares; 2025Q3: 16,440 shares 16,440 $414K 0.03% 0 SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,947 shares; 2024Q4: 7,404 shares; 2025Q1: 9,025 shares; 2025Q2: 7,501 shares; 2025Q3: 12,030 shares 12,030 $413K 0.03% +4,529 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 3,329 shares; 2025Q1: 3,333 shares; 2025Q2: 3,330 shares; 2025Q3: 4,190 shares 4,190 $397K 0.02% +860 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 1,467 shares; 2025Q1: 1,720 shares; 2025Q2: 1,779 shares; 2025Q3: 1,828 shares 1,828 $394K 0.02% +49 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares 7,200 $388K 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 2,465 shares; 2025Q1: 2,363 shares; 2025Q2: 2,142 shares; 2025Q3: 2,260 shares 2,260 $366K 0.02% +118 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 5,462 shares; 2025Q1: 5,462 shares; 2025Q2: 5,462 shares; 2025Q3: 5,462 shares 5,462 $364K 0.02% 0 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,519 shares; 2024Q4: 4,529 shares; 2025Q1: 4,529 shares; 2025Q2: 4,529 shares; 2025Q3: 4,529 shares 4,529 $364K 0.02% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,114 shares; 2025Q2: 6,331 shares; 2025Q3: 6,127 shares 6,127 $363K 0.02% -204 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,326 shares; 2024Q4: 4,019 shares; 2025Q1: 4,494 shares; 2025Q2: 4,694 shares; 2025Q3: 4,936 shares 4,936 $363K 0.02% +242 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,341 shares; 2025Q2: 3,437 shares; 2025Q3: 4,572 shares 4,572 $358K 0.02% +1,135 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,369 shares; 2025Q3: 1,341 shares 1,341 $348K 0.02% -28 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,550 shares; 2024Q4: 9,550 shares; 2025Q1: 13,550 shares; 2025Q2: 13,550 shares; 2025Q3: 13,550 shares 13,550 $346K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,499 shares; 2024Q4: 11,741 shares; 2025Q1: 11,702 shares; 2025Q2: 11,763 shares; 2025Q3: 12,117 shares 12,117 $342K 0.02% +354 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares 3,800 $342K 0.02% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,050 shares; 2024Q4: 14,050 shares; 2025Q1: 14,050 shares; 2025Q2: 14,050 shares; 2025Q3: 14,050 shares 14,050 $342K 0.02% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,951 shares 4,951 $339K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,631 shares; 2025Q1: 1,611 shares; 2025Q2: 1,611 shares; 2025Q3: 1,611 shares 1,611 $336K 0.02% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,340 shares 2,340 $332K 0.02% new Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,440 shares; 2024Q4: 13,440 shares; 2025Q1: 13,440 shares; 2025Q2: 13,440 shares; 2025Q3: 13,440 shares 13,440 $327K 0.02% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 940 shares; 2025Q1: 939 shares; 2025Q2: 874 shares; 2025Q3: 932 shares 932 $318K 0.02% +58 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 2,577 shares; 2025Q1: 3,222 shares; 2025Q2: 2,871 shares; 2025Q3: 3,314 shares 3,314 $313K 0.02% +443 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 370 shares; 2025Q1: 421 shares; 2025Q2: 378 shares; 2025Q3: 404 shares 404 $309K 0.02% +26 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 378 shares; 2025Q1: not reported; 2025Q2: 383 shares; 2025Q3: 425 shares 425 $305K 0.02% +42 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 313 shares 313 $303K 0.02% new Timeline PHYS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,856 shares; 2025Q1: 10,584 shares; 2025Q2: 10,216 shares; 2025Q3: 10,216 shares 10,216 $303K 0.02% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,706 shares 2,706 $301K 0.02% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 664 shares; 2025Q1: not reported; 2025Q2: 717 shares; 2025Q3: 726 shares 726 $301K 0.02% +9 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares 400 $299K 0.02% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,411 shares; 2025Q2: 14,411 shares; 2025Q3: 14,411 shares 14,411 $296K 0.02% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,068 shares; 2025Q1: 1,178 shares; 2025Q2: 1,167 shares; 2025Q3: 1,132 shares 1,132 $290K 0.02% -35 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: not reported; 2025Q1: 1,767 shares; 2025Q2: 1,625 shares; 2025Q3: 1,483 shares 1,483 $275K 0.02% -142 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,130 shares; 2025Q3: 2,658 shares 2,658 $271K 0.02% -472 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,180 shares; 2025Q2: 10,374 shares; 2025Q3: 11,587 shares 11,587 $266K 0.02% +1,213 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,002 shares; 2025Q2: 10,178 shares; 2025Q3: 11,370 shares 11,370 $266K 0.02% +1,192 KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,027 shares; 2025Q1: 4,053 shares; 2025Q2: 4,080 shares; 2025Q3: 4,106 shares 4,106 $260K 0.02% +26 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,713 shares; 2024Q4: 7,468 shares; 2025Q1: 7,085 shares; 2025Q2: 9,057 shares; 2025Q3: 5,490 shares 5,490 $259K 0.02% -3,567 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 7,105 shares; 2025Q1: 7,136 shares; 2025Q2: 6,870 shares; 2025Q3: 6,837 shares 6,837 $258K 0.02% -33 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,450 shares; 2025Q1: 2,480 shares; 2025Q2: 2,483 shares; 2025Q3: 2,298 shares 2,298 $258K 0.02% -185 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,860 shares; 2025Q2: not reported; 2025Q3: 10,860 shares 10,860 $255K 0.02% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares 525 $251K 0.02% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,521 shares; 2024Q4: 5,521 shares; 2025Q1: 5,570 shares; 2025Q2: 5,598 shares; 2025Q3: 5,601 shares 5,601 $250K 0.02% +3 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438 shares 438 $249K 0.02% new Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,787 shares; 2024Q4: 23,301 shares; 2025Q1: 4,664 shares; 2025Q2: 4,164 shares; 2025Q3: 4,983 shares 4,983 $249K 0.02% +819 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 8,587 shares; 2025Q1: 8,604 shares; 2025Q2: 8,622 shares; 2025Q3: 7,897 shares 7,897 $247K 0.02% -725 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,723 shares; 2024Q4: 5,094 shares; 2025Q1: 5,283 shares; 2025Q2: 4,661 shares; 2025Q3: 1,295 shares 1,295 $246K 0.02% -3,366 Timeline VERONA PHARMA PLC VERONA PHARMA PLC More: the full row for VERONA PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,285 shares; 2025Q3: 2,285 shares 2,285 $244K 0.02% 0 BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,458 shares; 2024Q4: 5,518 shares; 2025Q1: 5,653 shares; 2025Q2: 5,810 shares; 2025Q3: 4,831 shares 4,831 $239K 0.01% -979 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,616 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,765 shares 2,765 $232K 0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: 1,070 shares 1,070 $230K 0.01% +9 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,193 shares 1,193 $227K 0.01% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,048 shares; 2025Q1: 4,976 shares; 2025Q2: 4,985 shares; 2025Q3: 5,128 shares 5,128 $225K 0.01% +143 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 4,255 shares; 2025Q1: 4,149 shares; 2025Q2: not reported; 2025Q3: 3,075 shares 3,075 $224K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,623 shares 1,623 $221K 0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 587 shares 587 $220K 0.01% new Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,045 shares 3,045 $219K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,426 shares; 2024Q4: 5,415 shares; 2025Q1: 5,550 shares; 2025Q2: 5,661 shares; 2025Q3: 5,555 shares 5,555 $218K 0.01% -106 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,070 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,070 shares 1,070 $217K 0.01% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,624 shares; 2025Q3: 5,623 shares 5,623 $217K 0.01% -1 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,268 shares 3,268 $212K 0.01% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 752 shares 752 $212K 0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,710 shares 2,710 $211K 0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,870 shares 1,870 $209K 0.01% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 844 shares 844 $209K 0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 259 shares 259 $206K 0.01% new Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,289 shares 4,289 $205K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 439 shares; 2025Q1: 437 shares; 2025Q2: not reported; 2025Q3: 417 shares 417 $202K 0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,333 shares; 2025Q1: 2,755 shares; 2025Q2: not reported; 2025Q3: 2,217 shares 2,217 $180K 0.01% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,254 shares; 2024Q4: 22,254 shares; 2025Q1: 22,254 shares; 2025Q2: 22,254 shares; 2025Q3: 36,329 shares 36,329 $113K 0.01% +14,075 Timeline RZLV REZOLVE AI PLC More: the full row for REZOLVE AI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,000 shares 22,000 $110K 0.01% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 13,000 shares; 2025Q3: 15,000 shares 15,000 $80.8K 0.01% +2,000 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares 17,500 $47.8K <0.01% 0 Timeline TALK TALKSPACE INC More: the full row for TALKSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,790 shares; 2024Q4: 11,790 shares; 2025Q1: 11,790 shares; 2025Q2: 11,190 shares; 2025Q3: 11,190 shares 11,190 $30.9K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 935 shares 935 $24.7K <0.01% new Timeline