SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,944,840 shares; 2024Q4: 4,054,405 shares; 2025Q1: 4,133,351 shares; 2025Q2: 4,392,930 shares; 2025Q3: 5,218,947 shares; 2025Q4: 5,798,846 shares 5,798,846 $329M 20.32% +579,899 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357,397 shares; 2024Q4: 2,392,985 shares; 2025Q1: 2,338,521 shares; 2025Q2: 2,441,746 shares; 2025Q3: 2,565,787 shares; 2025Q4: 2,687,977 shares 2,687,977 $287M 17.69% +122,190 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461,585 shares; 2024Q4: 1,505,629 shares; 2025Q1: 1,542,512 shares; 2025Q2: 1,588,040 shares; 2025Q3: 1,624,513 shares; 2025Q4: 1,690,987 shares 1,690,987 $141M 8.72% +66,474 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: 1,433,671 shares; 2024Q4: 1,519,324 shares; 2025Q1: 1,538,293 shares; 2025Q2: 1,630,927 shares; 2025Q3: 1,703,960 shares; 2025Q4: 1,790,393 shares 1,790,393 $96.3M 5.94% +86,433 Timeline MBB 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: 508,203 shares; 2024Q4: 531,254 shares; 2025Q1: 567,327 shares; 2025Q2: 579,796 shares; 2025Q3: 631,260 shares; 2025Q4: 605,432 shares 605,432 $57.6M 3.56% -25,828 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; 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; 2025Q4: 1,010,657 shares 1,010,657 $51.8M 3.2% +5,408 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,315 shares; 2024Q4: 646,318 shares; 2025Q1: 647,630 shares; 2025Q2: 683,375 shares; 2025Q3: 559,755 shares; 2025Q4: 475,080 shares 475,080 $46M 2.84% -84,675 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,833 shares; 2024Q4: 494,886 shares; 2025Q1: 523,080 shares; 2025Q2: 626,341 shares; 2025Q3: 725,665 shares; 2025Q4: 783,646 shares 783,646 $37M 2.28% +57,981 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,074 shares; 2024Q4: 221,161 shares; 2025Q1: 227,247 shares; 2025Q2: 238,207 shares; 2025Q3: 259,208 shares; 2025Q4: 304,433 shares 304,433 $36.3M 2.24% +45,225 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,359,076 shares 1,359,076 $33.1M 2.04% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,009 shares; 2024Q4: 455,050 shares; 2025Q1: 459,024 shares; 2025Q2: 470,118 shares; 2025Q3: 337,138 shares; 2025Q4: 245,229 shares 245,229 $32.3M 1.99% -91,909 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: 252,870 shares; 2024Q4: 255,047 shares; 2025Q1: 272,187 shares; 2025Q2: 278,065 shares; 2025Q3: 285,594 shares; 2025Q4: 287,811 shares 287,811 $30.7M 1.89% +2,217 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,245 shares; 2024Q4: 300,766 shares; 2025Q1: 322,923 shares; 2025Q2: 334,137 shares; 2025Q3: 354,508 shares; 2025Q4: 258,220 shares 258,220 $24.8M 1.53% -96,288 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: 31,432 shares; 2024Q4: 30,475 shares; 2025Q1: 31,830 shares; 2025Q2: 32,100 shares; 2025Q3: 33,478 shares; 2025Q4: 34,603 shares 34,603 $23.7M 1.46% +1,125 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,683 shares; 2024Q4: 195,317 shares; 2025Q1: 204,638 shares; 2025Q2: 216,593 shares; 2025Q3: 236,044 shares; 2025Q4: 267,934 shares 267,934 $23.4M 1.44% +31,890 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: 297,136 shares; 2024Q4: 155,835 shares; 2025Q1: 160,803 shares; 2025Q2: 164,163 shares; 2025Q3: 171,784 shares; 2025Q4: 203,420 shares 203,420 $22.4M 1.38% +31,636 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,169 shares; 2024Q4: 427,040 shares; 2025Q1: 452,046 shares; 2025Q2: 460,717 shares; 2025Q3: 494,284 shares; 2025Q4: 399,829 shares 399,829 $20.3M 1.25% -94,455 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,396 shares; 2024Q4: 241,906 shares; 2025Q1: 292,987 shares; 2025Q2: 283,582 shares; 2025Q3: 296,570 shares; 2025Q4: 264,669 shares 264,669 $19.4M 1.2% -31,901 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793,818 shares; 2024Q4: 664,199 shares; 2025Q1: 682,339 shares; 2025Q2: 694,177 shares; 2025Q3: 701,233 shares; 2025Q4: 674,065 shares 674,065 $16M 0.98% -27,168 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: 64,141 shares; 2024Q4: 62,835 shares; 2025Q1: 69,795 shares; 2025Q2: 77,351 shares; 2025Q3: 75,826 shares; 2025Q4: 74,969 shares 74,969 $15.8M 0.97% -857 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: 50,012 shares; 2024Q4: 51,046 shares; 2025Q1: 53,367 shares; 2025Q2: 52,857 shares; 2025Q3: 53,877 shares; 2025Q4: 53,635 shares 53,635 $14.6M 0.9% -242 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: 131,106 shares; 2024Q4: 123,634 shares; 2025Q1: 118,795 shares; 2025Q2: 125,732 shares; 2025Q3: 122,771 shares; 2025Q4: 118,247 shares 118,247 $14.6M 0.9% -4,524 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,543 shares; 2024Q4: 218,509 shares; 2025Q1: 219,389 shares; 2025Q2: 208,931 shares; 2025Q3: 204,409 shares; 2025Q4: 202,489 shares 202,489 $13.9M 0.86% -1,920 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,750 shares; 2024Q4: 101,160 shares; 2025Q1: 104,307 shares; 2025Q2: 134,189 shares; 2025Q3: 143,417 shares; 2025Q4: 148,675 shares 148,675 $13.8M 0.85% +5,258 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,099 shares; 2024Q4: 292,747 shares; 2025Q1: 313,552 shares; 2025Q2: 327,876 shares; 2025Q3: 335,101 shares; 2025Q4: 321,246 shares 321,246 $11.2M 0.69% -13,855 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: 19,072 shares; 2024Q4: 18,511 shares; 2025Q1: 21,496 shares; 2025Q2: 22,419 shares; 2025Q3: 21,737 shares; 2025Q4: 21,769 shares 21,769 $10.3M 0.64% +32 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,809 shares; 2024Q4: 485,733 shares; 2025Q1: 518,612 shares; 2025Q2: 499,315 shares; 2025Q3: 533,049 shares; 2025Q4: 551,028 shares 551,028 $9.66M 0.6% +17,979 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: 76,954 shares; 2024Q4: 82,164 shares; 2025Q1: 83,157 shares; 2025Q2: 81,030 shares; 2025Q3: 81,596 shares; 2025Q4: 80,254 shares 80,254 $9.66M 0.6% -1,342 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: 34,421 shares; 2024Q4: 33,995 shares; 2025Q1: 34,280 shares; 2025Q2: 39,071 shares; 2025Q3: 38,753 shares; 2025Q4: 37,900 shares 37,900 $8.04M 0.5% -853 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: 48,240 shares; 2024Q4: 46,254 shares; 2025Q1: 43,660 shares; 2025Q2: 39,302 shares; 2025Q3: 39,374 shares; 2025Q4: 39,136 shares 39,136 $7.47M 0.46% -238 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: 5,624 shares; 2024Q4: 6,518 shares; 2025Q1: 5,969 shares; 2025Q2: 5,754 shares; 2025Q3: 6,219 shares; 2025Q4: 10,116 shares 10,116 $6.9M 0.43% +3,897 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,059 shares; 2024Q4: 135,483 shares; 2025Q1: 129,801 shares; 2025Q2: 127,457 shares; 2025Q3: 125,830 shares; 2025Q4: 124,950 shares 124,950 $6.84M 0.42% -880 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: 17,250 shares; 2024Q4: 16,660 shares; 2025Q1: 15,661 shares; 2025Q2: 14,807 shares; 2025Q3: 14,622 shares; 2025Q4: 13,859 shares 13,859 $6.76M 0.42% -763 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: 43,768 shares; 2024Q4: 35,346 shares; 2025Q1: 40,806 shares; 2025Q2: 32,598 shares; 2025Q3: 36,100 shares; 2025Q4: 34,614 shares 34,614 $6.46M 0.4% -1,486 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,398 shares; 2024Q4: 42,558 shares; 2025Q1: 21,655 shares; 2025Q2: 35,991 shares; 2025Q3: 26,186 shares; 2025Q4: 105,166 shares 105,166 $5.29M 0.33% +78,980 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: 79,834 shares; 2024Q4: 74,743 shares; 2025Q1: 76,503 shares; 2025Q2: 80,844 shares; 2025Q3: 78,429 shares; 2025Q4: 77,494 shares 77,494 $5.21M 0.32% -935 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: 74,003 shares; 2024Q4: 76,518 shares; 2025Q1: 77,103 shares; 2025Q2: 74,462 shares; 2025Q3: 78,013 shares; 2025Q4: 82,868 shares 82,868 $5.18M 0.32% +4,855 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: 25,721 shares; 2024Q4: 27,021 shares; 2025Q1: 23,463 shares; 2025Q2: 22,484 shares; 2025Q3: 31,373 shares; 2025Q4: 30,980 shares 30,980 $4.72M 0.29% -393 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,419 shares; 2024Q4: 7,963 shares; 2025Q1: 7,790 shares; 2025Q2: 7,157 shares; 2025Q3: 7,945 shares; 2025Q4: 9,267 shares 9,267 $4.48M 0.28% +1,322 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: 12,623 shares; 2024Q4: 12,431 shares; 2025Q1: 14,986 shares; 2025Q2: 16,261 shares; 2025Q3: 14,404 shares; 2025Q4: 13,799 shares 13,799 $3.85M 0.24% -605 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: 6,681 shares; 2024Q4: 8,445 shares; 2025Q1: 7,809 shares; 2025Q2: 7,335 shares; 2025Q3: 8,917 shares; 2025Q4: 8,232 shares 8,232 $3.7M 0.23% -685 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,178 shares; 2024Q4: 240,790 shares; 2025Q1: 233,427 shares; 2025Q2: 212,711 shares; 2025Q3: 211,425 shares; 2025Q4: 210,845 shares 210,845 $3.67M 0.23% -580 Timeline IEUR 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: 47,103 shares; 2024Q4: 51,727 shares; 2025Q1: 50,939 shares; 2025Q2: 51,433 shares; 2025Q3: 50,162 shares; 2025Q4: 49,578 shares 49,578 $3.52M 0.22% -584 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: 190,828 shares; 2024Q4: 196,681 shares; 2025Q1: 198,215 shares; 2025Q2: 215,002 shares; 2025Q3: 119,059 shares; 2025Q4: 26,094 shares 26,094 $3.14M 0.19% -92,965 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,363 shares; 2024Q4: 104,750 shares; 2025Q1: 107,255 shares; 2025Q2: 120,328 shares; 2025Q3: 123,769 shares; 2025Q4: 125,047 shares 125,047 $2.86M 0.18% +1,278 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: 65,442 shares; 2024Q4: 64,447 shares; 2025Q1: 65,061 shares; 2025Q2: 64,868 shares; 2025Q3: 61,336 shares; 2025Q4: 43,315 shares 43,315 $2.86M 0.18% -18,021 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: 10,365 shares; 2024Q4: 9,190 shares; 2025Q1: 9,654 shares; 2025Q2: 9,930 shares; 2025Q3: 12,924 shares; 2025Q4: 12,201 shares 12,201 $2.82M 0.17% -723 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,808 shares; 2025Q3: 48,700 shares; 2025Q4: 49,130 shares 49,130 $2.47M 0.15% +430 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: 12,743 shares; 2024Q4: 12,615 shares; 2025Q1: 13,709 shares; 2025Q2: 17,790 shares; 2025Q3: 14,756 shares; 2025Q4: 13,806 shares 13,806 $2.45M 0.15% -950 Timeline IPAC 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: 33,830 shares; 2024Q4: 35,302 shares; 2025Q1: 36,574 shares; 2025Q2: 34,776 shares; 2025Q3: 33,231 shares; 2025Q4: 33,348 shares 33,348 $2.44M 0.15% +117 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: 10,223 shares; 2024Q4: 7,385 shares; 2025Q1: 7,593 shares; 2025Q2: 7,637 shares; 2025Q3: 7,173 shares; 2025Q4: 6,657 shares 6,657 $2.23M 0.14% -516 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: 13,953 shares; 2024Q4: 13,512 shares; 2025Q1: 13,240 shares; 2025Q2: 12,982 shares; 2025Q3: 10,314 shares; 2025Q4: 8,651 shares 8,651 $2.13M 0.13% -1,663 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: 18,513 shares; 2024Q4: 17,014 shares; 2025Q1: 24,141 shares; 2025Q2: 42,626 shares; 2025Q3: 18,013 shares; 2025Q4: 17,923 shares 17,923 $2M 0.12% -90 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,029 shares; 2024Q4: 115,994 shares; 2025Q1: 111,382 shares; 2025Q2: 102,645 shares; 2025Q3: 101,442 shares; 2025Q4: 99,339 shares 99,339 $1.89M 0.12% -2,103 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 5,329 shares; 2025Q1: 5,257 shares; 2025Q2: 5,348 shares; 2025Q3: 5,858 shares; 2025Q4: 5,949 shares 5,949 $1.87M 0.12% +91 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 2,416 shares; 2025Q1: 2,934 shares; 2025Q2: 2,881 shares; 2025Q3: 2,862 shares; 2025Q4: 2,760 shares 2,760 $1.73M 0.11% -102 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,577 shares; 2024Q4: 27,822 shares; 2025Q1: 26,273 shares; 2025Q2: 23,191 shares; 2025Q3: 17,859 shares; 2025Q4: 35,680 shares 35,680 $1.6M 0.1% +17,821 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: 5,221 shares; 2024Q4: 3,662 shares; 2025Q1: 3,762 shares; 2025Q2: 3,990 shares; 2025Q3: 4,858 shares; 2025Q4: 4,766 shares 4,766 $1.49M 0.09% -92 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: 3,826 shares; 2024Q4: 3,846 shares; 2025Q1: 4,017 shares; 2025Q2: 11,001 shares; 2025Q3: 13,155 shares; 2025Q4: 13,889 shares 13,889 $1.49M 0.09% +734 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,042 shares; 2024Q4: 47,969 shares; 2025Q1: 59,094 shares; 2025Q2: 59,003 shares; 2025Q3: 55,479 shares; 2025Q4: 55,719 shares 55,719 $1.4M 0.09% +240 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,397 shares; 2025Q1: 4,390 shares; 2025Q2: 4,406 shares; 2025Q3: 3,913 shares; 2025Q4: 3,908 shares 3,908 $1.38M 0.09% -5 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,228 shares; 2024Q4: 14,956 shares; 2025Q1: 15,192 shares; 2025Q2: 15,284 shares; 2025Q3: 13,904 shares; 2025Q4: 14,241 shares 14,241 $1.26M 0.08% +337 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 4,000 shares; 2025Q4: 4,000 shares 4,000 $1.25M 0.08% 0 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: 2,279 shares; 2024Q4: 2,221 shares; 2025Q1: 2,618 shares; 2025Q2: 2,406 shares; 2025Q3: 2,453 shares; 2025Q4: 2,481 shares 2,481 $1.25M 0.08% +28 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: 3,369 shares; 2024Q4: 3,170 shares; 2025Q1: 3,113 shares; 2025Q2: 4,754 shares; 2025Q3: 4,291 shares; 2025Q4: 3,765 shares 3,765 $1.21M 0.07% -526 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: 22,039 shares; 2024Q4: 20,689 shares; 2025Q1: 20,859 shares; 2025Q2: 21,234 shares; 2025Q3: 22,476 shares; 2025Q4: 21,930 shares 21,930 $1.21M 0.07% -546 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: 7,075 shares; 2024Q4: 7,141 shares; 2025Q1: 7,649 shares; 2025Q2: 7,671 shares; 2025Q3: 8,012 shares; 2025Q4: 8,034 shares 8,034 $1.15M 0.07% +22 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,281 shares; 2024Q4: 49,632 shares; 2025Q1: 49,601 shares; 2025Q2: 49,503 shares; 2025Q3: 48,008 shares; 2025Q4: 49,067 shares 49,067 $1.13M 0.07% +1,059 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: 1,219 shares; 2024Q4: 1,090 shares; 2025Q1: 1,030 shares; 2025Q2: 1,028 shares; 2025Q3: 1,182 shares; 2025Q4: 11,982 shares 11,982 $1.12M 0.07% +10,800 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,788 shares; 2025Q1: 4,691 shares; 2025Q2: 6,520 shares; 2025Q3: 8,590 shares; 2025Q4: 6,295 shares 6,295 $1.12M 0.07% -2,295 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,122 shares; 2025Q1: 18,634 shares; 2025Q2: 15,362 shares; 2025Q3: 15,110 shares; 2025Q4: 15,206 shares 15,206 $1.11M 0.07% +96 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: 3,090 shares; 2024Q4: 3,110 shares; 2025Q1: 2,948 shares; 2025Q2: 3,957 shares; 2025Q3: 3,448 shares; 2025Q4: 4,263 shares 4,263 $1.1M 0.07% +815 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,457 shares; 2024Q4: 24,075 shares; 2025Q1: 35,332 shares; 2025Q2: 40,984 shares; 2025Q3: 38,315 shares; 2025Q4: 40,555 shares 40,555 $1.07M 0.07% +2,240 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,438 shares 5,438 $1.06M 0.07% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,082 shares; 2025Q1: 1,142 shares; 2025Q2: 1,191 shares; 2025Q3: 1,730 shares; 2025Q4: 1,539 shares 1,539 $1.02M 0.06% -191 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: 8,045 shares; 2024Q4: 6,607 shares; 2025Q1: 8,022 shares; 2025Q2: 10,049 shares; 2025Q3: 11,340 shares; 2025Q4: 11,314 shares 11,314 $1.01M 0.06% -26 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,475 shares; 2025Q1: 2,405 shares; 2025Q2: 2,294 shares; 2025Q3: 4,095 shares; 2025Q4: 6,251 shares 6,251 $1.01M 0.06% +2,156 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,149 shares; 2024Q4: 14,989 shares; 2025Q1: 15,164 shares; 2025Q2: 14,968 shares; 2025Q3: 15,301 shares; 2025Q4: 18,827 shares 18,827 $924K 0.06% +3,526 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 2,665 shares; 2025Q1: 2,682 shares; 2025Q2: 2,604 shares; 2025Q3: 2,785 shares; 2025Q4: 3,011 shares 3,011 $892K 0.06% +226 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: 1,998 shares; 2024Q4: 2,036 shares; 2025Q1: 2,251 shares; 2025Q2: 2,265 shares; 2025Q3: 2,367 shares; 2025Q4: 2,381 shares 2,381 $889K 0.05% +14 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 8,198 shares; 2025Q1: 7,341 shares; 2025Q2: 7,358 shares; 2025Q3: 6,927 shares; 2025Q4: 6,849 shares 6,849 $885K 0.05% -78 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,287 shares; 2025Q1: 1,691 shares; 2025Q2: 1,775 shares; 2025Q3: 2,937 shares; 2025Q4: 2,908 shares 2,908 $884K 0.05% -29 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: 329,000 shares; 2024Q4: 341,244 shares; 2025Q1: 339,366 shares; 2025Q2: 345,745 shares; 2025Q3: 371,241 shares; 2025Q4: 10,074 shares 10,074 $834K 0.05% -361,167 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,350 shares; 2025Q4: 29,961 shares 29,961 $813K 0.05% +7,611 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: 2,941 shares; 2024Q4: 2,577 shares; 2025Q1: 2,975 shares; 2025Q2: 3,377 shares; 2025Q3: 3,936 shares; 2025Q4: 3,902 shares 3,902 $775K 0.05% -34 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: 2,172 shares; 2024Q4: 1,479 shares; 2025Q1: 1,438 shares; 2025Q2: 1,428 shares; 2025Q3: 2,201 shares; 2025Q4: 2,216 shares 2,216 $767K 0.05% +15 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,563 shares; 2025Q3: 12,810 shares; 2025Q4: 14,881 shares 14,881 $761K 0.05% +2,071 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,834 shares; 2024Q4: 19,098 shares; 2025Q1: 17,175 shares; 2025Q2: 15,508 shares; 2025Q3: 13,754 shares; 2025Q4: 12,937 shares 12,937 $722K 0.04% -817 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 3,528 shares; 2025Q1: 3,676 shares; 2025Q2: 3,759 shares; 2025Q3: 3,604 shares; 2025Q4: 3,535 shares 3,535 $706K 0.04% -69 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,326 shares; 2024Q4: 4,019 shares; 2025Q1: 4,494 shares; 2025Q2: 4,694 shares; 2025Q3: 4,936 shares; 2025Q4: 9,020 shares 9,020 $680K 0.04% +4,084 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: 793 shares; 2024Q4: 814 shares; 2025Q1: 1,000 shares; 2025Q2: 1,091 shares; 2025Q3: 1,085 shares; 2025Q4: 1,075 shares 1,075 $661K 0.04% -10 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 7,578 shares; 2025Q1: 7,711 shares; 2025Q2: 9,617 shares; 2025Q3: 9,345 shares; 2025Q4: 9,120 shares 9,120 $633K 0.04% -225 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,895 shares; 2025Q1: 7,329 shares; 2025Q2: 7,350 shares; 2025Q3: 8,133 shares; 2025Q4: 8,302 shares 8,302 $633K 0.04% +169 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,725 shares 21,725 $597K 0.04% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 1,971 shares; 2025Q1: 1,972 shares; 2025Q2: 2,008 shares; 2025Q3: 1,971 shares; 2025Q4: 1,971 shares 1,971 $595K 0.04% 0 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: 8,542 shares; 2024Q4: 8,910 shares; 2025Q1: 9,036 shares; 2025Q2: 9,102 shares; 2025Q3: 7,156 shares; 2025Q4: 7,396 shares 7,396 $583K 0.04% +240 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: 1,940 shares; 2024Q4: 1,852 shares; 2025Q1: 1,728 shares; 2025Q2: 1,435 shares; 2025Q3: 1,392 shares; 2025Q4: 1,409 shares 1,409 $558K 0.03% +17 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: 712 shares; 2024Q4: 370 shares; 2025Q1: 421 shares; 2025Q2: 378 shares; 2025Q3: 404 shares; 2025Q4: 516 shares 516 $554K 0.03% +112 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,947 shares; 2024Q4: 7,404 shares; 2025Q1: 9,025 shares; 2025Q2: 7,501 shares; 2025Q3: 12,030 shares; 2025Q4: 14,270 shares 14,270 $548K 0.03% +2,240 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: 4,434 shares; 2024Q4: 8,078 shares; 2025Q1: 4,473 shares; 2025Q2: 4,782 shares; 2025Q3: 4,957 shares; 2025Q4: 5,447 shares 5,447 $544K 0.03% +490 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,999 shares; 2024Q4: 12,140 shares; 2025Q1: 12,069 shares; 2025Q2: 12,241 shares; 2025Q3: 10,192 shares; 2025Q4: 11,820 shares 11,820 $511K 0.03% +1,628 Timeline PFF 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: 26,253 shares; 2024Q4: 26,347 shares; 2025Q1: 15,266 shares; 2025Q2: 16,287 shares; 2025Q3: 15,991 shares; 2025Q4: 16,300 shares 16,300 $505K 0.03% +309 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 2,465 shares; 2025Q1: 2,363 shares; 2025Q2: 2,142 shares; 2025Q3: 2,260 shares; 2025Q4: 2,304 shares 2,304 $493K 0.03% +44 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 2,730 shares; 2025Q1: 2,735 shares; 2025Q2: 2,600 shares; 2025Q3: 2,603 shares; 2025Q4: 2,152 shares 2,152 $483K 0.03% -451 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: 16,055 shares; 2024Q4: 32,699 shares; 2025Q1: 35,087 shares; 2025Q2: 32,745 shares; 2025Q3: 20,184 shares; 2025Q4: 19,833 shares 19,833 $477K 0.03% -351 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,578 shares; 2025Q1: 12,078 shares; 2025Q2: 12,249 shares; 2025Q3: 12,249 shares; 2025Q4: 12,382 shares 12,382 $474K 0.03% +133 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,664 shares; 2025Q2: 9,645 shares; 2025Q3: 9,283 shares; 2025Q4: 8,871 shares 8,871 $468K 0.03% -412 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,379 shares; 2025Q1: 3,257 shares; 2025Q2: 1,844 shares; 2025Q3: 2,015 shares; 2025Q4: 1,968 shares 1,968 $450K 0.03% -47 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: 1,092 shares; 2024Q4: not reported; 2025Q1: 1,090 shares; 2025Q2: 1,039 shares; 2025Q3: 1,438 shares; 2025Q4: 1,447 shares 1,447 $446K 0.03% +9 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: 719 shares; 2024Q4: 824 shares; 2025Q1: 539 shares; 2025Q2: 522 shares; 2025Q3: 514 shares; 2025Q4: 488 shares 488 $421K 0.03% -26 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,015 shares 7,015 $417K 0.03% -185 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,638 shares; 2025Q2: 7,115 shares; 2025Q3: 10,039 shares; 2025Q4: 9,381 shares 9,381 $417K 0.03% -658 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,357 shares; 2025Q1: 3,219 shares; 2025Q2: 2,518 shares; 2025Q3: 2,556 shares; 2025Q4: 2,556 shares 2,556 $416K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 1,467 shares; 2025Q1: 1,720 shares; 2025Q2: 1,779 shares; 2025Q3: 1,828 shares; 2025Q4: 1,833 shares 1,833 $398K 0.02% +5 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: 1,459 shares; 2024Q4: 1,374 shares; 2025Q1: 1,294 shares; 2025Q2: 1,331 shares; 2025Q3: 1,424 shares; 2025Q4: 1,355 shares 1,355 $393K 0.02% -69 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 601 shares 601 $393K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,369 shares; 2025Q3: 1,341 shares; 2025Q4: 1,364 shares 1,364 $388K 0.02% +23 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,071 shares; 2025Q3: 8,091 shares; 2025Q4: 4,374 shares 4,374 $373K 0.02% -3,717 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,519 shares; 2024Q4: 4,529 shares; 2025Q1: 4,529 shares; 2025Q2: 4,529 shares; 2025Q3: 4,529 shares; 2025Q4: 4,529 shares 4,529 $373K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 5,462 shares; 2025Q1: 5,462 shares; 2025Q2: 5,462 shares; 2025Q3: 5,462 shares; 2025Q4: 5,462 shares 5,462 $371K 0.02% 0 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: 2,036 shares; 2024Q4: 1,801 shares; 2025Q1: 1,794 shares; 2025Q2: 1,950 shares; 2025Q3: 2,405 shares; 2025Q4: 1,880 shares 1,880 $366K 0.02% -525 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,341 shares; 2025Q2: 3,437 shares; 2025Q3: 4,572 shares; 2025Q4: 4,537 shares 4,537 $364K 0.02% -35 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,114 shares; 2025Q2: 6,331 shares; 2025Q3: 6,127 shares; 2025Q4: 5,985 shares 5,985 $364K 0.02% -142 Timeline ILCV 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: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $359K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 3,329 shares; 2025Q1: 3,333 shares; 2025Q2: 3,330 shares; 2025Q3: 4,190 shares; 2025Q4: 4,062 shares 4,062 $354K 0.02% -128 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,550 shares; 2024Q4: 9,550 shares; 2025Q1: 13,550 shares; 2025Q2: 13,550 shares; 2025Q3: 13,550 shares; 2025Q4: 13,550 shares 13,550 $345K 0.02% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 313 shares; 2025Q4: 320 shares 320 $343K 0.02% +7 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,050 shares; 2024Q4: 14,050 shares; 2025Q1: 14,050 shares; 2025Q2: 14,050 shares; 2025Q3: 14,050 shares; 2025Q4: 14,050 shares 14,050 $341K 0.02% 0 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: 1,631 shares; 2024Q4: 1,631 shares; 2025Q1: 1,611 shares; 2025Q2: 1,611 shares; 2025Q3: 1,611 shares; 2025Q4: 1,611 shares 1,611 $341K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,856 shares; 2025Q1: 10,584 shares; 2025Q2: 10,216 shares; 2025Q3: 10,216 shares; 2025Q4: 10,216 shares 10,216 $337K 0.02% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,433 shares; 2025Q1: 1,302 shares; 2025Q2: 1,176 shares; 2025Q3: 1,144 shares; 2025Q4: 978 shares 978 $337K 0.02% -166 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: 1,409 shares; 2024Q4: 940 shares; 2025Q1: 939 shares; 2025Q2: 874 shares; 2025Q3: 932 shares; 2025Q4: 959 shares 959 $336K 0.02% +27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 441 shares 441 $333K 0.02% +41 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,440 shares; 2024Q4: 13,440 shares; 2025Q1: 13,440 shares; 2025Q2: 13,440 shares; 2025Q3: 13,440 shares; 2025Q4: 13,440 shares 13,440 $326K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 2,577 shares; 2025Q1: 3,222 shares; 2025Q2: 2,871 shares; 2025Q3: 3,314 shares; 2025Q4: 3,386 shares 3,386 $317K 0.02% +72 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: 1,489 shares; 2024Q4: not reported; 2025Q1: 1,767 shares; 2025Q2: 1,625 shares; 2025Q3: 1,483 shares; 2025Q4: 1,512 shares 1,512 $313K 0.02% +29 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: 665 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 543 shares 543 $311K 0.02% +18 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 803 shares 803 $311K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 664 shares; 2025Q1: not reported; 2025Q2: 717 shares; 2025Q3: 726 shares; 2025Q4: 732 shares 732 $309K 0.02% +6 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,340 shares; 2025Q4: 2,446 shares 2,446 $308K 0.02% +106 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,411 shares; 2025Q2: 14,411 shares; 2025Q3: 14,411 shares; 2025Q4: 14,411 shares 14,411 $297K 0.02% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,180 shares; 2025Q2: 10,374 shares; 2025Q3: 11,587 shares; 2025Q4: 12,842 shares 12,842 $294K 0.02% +1,255 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,951 shares; 2025Q4: 3,659 shares 3,659 $282K 0.02% -1,292 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,068 shares; 2025Q1: 1,178 shares; 2025Q2: 1,167 shares; 2025Q3: 1,132 shares; 2025Q4: 1,120 shares 1,120 $280K 0.02% -12 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,426 shares; 2024Q4: 5,415 shares; 2025Q1: 5,550 shares; 2025Q2: 5,661 shares; 2025Q3: 5,555 shares; 2025Q4: 5,510 shares 5,510 $280K 0.02% -45 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,045 shares; 2025Q4: 3,235 shares 3,235 $272K 0.02% +190 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,499 shares; 2024Q4: 11,741 shares; 2025Q1: 11,702 shares; 2025Q2: 11,763 shares; 2025Q3: 12,117 shares; 2025Q4: 10,922 shares 10,922 $271K 0.02% -1,195 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,130 shares; 2025Q3: 2,658 shares; 2025Q4: 2,658 shares 2,658 $270K 0.02% 0 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,027 shares; 2025Q1: 4,053 shares; 2025Q2: 4,080 shares; 2025Q3: 4,106 shares; 2025Q4: 4,131 shares 4,131 $268K 0.02% +25 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: 7,946 shares; 2024Q4: 8,587 shares; 2025Q1: 8,604 shares; 2025Q2: 8,622 shares; 2025Q3: 7,897 shares; 2025Q4: 8,298 shares 8,298 $266K 0.02% +401 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,521 shares; 2024Q4: 5,521 shares; 2025Q1: 5,570 shares; 2025Q2: 5,598 shares; 2025Q3: 5,601 shares; 2025Q4: 5,536 shares 5,536 $258K 0.02% -65 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 7,105 shares; 2025Q1: 7,136 shares; 2025Q2: 6,870 shares; 2025Q3: 6,837 shares; 2025Q4: 6,765 shares 6,765 $257K 0.02% -72 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: 4,407 shares; 2024Q4: 4,255 shares; 2025Q1: 4,149 shares; 2025Q2: not reported; 2025Q3: 3,075 shares; 2025Q4: 3,140 shares 3,140 $255K 0.02% +65 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,860 shares; 2025Q2: not reported; 2025Q3: 10,860 shares; 2025Q4: 10,860 shares 10,860 $254K 0.02% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,458 shares; 2024Q4: 5,518 shares; 2025Q1: 5,653 shares; 2025Q2: 5,810 shares; 2025Q3: 4,831 shares; 2025Q4: 5,145 shares 5,145 $249K 0.02% +314 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,839 shares; 2025Q4: 5,699 shares 5,699 $243K 0.02% -140 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 752 shares; 2025Q4: 1,629 shares 1,629 $234K 0.01% +877 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,723 shares; 2024Q4: 5,094 shares; 2025Q1: 5,283 shares; 2025Q2: 4,661 shares; 2025Q3: 1,295 shares; 2025Q4: 1,222 shares 1,222 $234K 0.01% -73 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: 474 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 259 shares; 2025Q4: 265 shares 265 $233K 0.01% +6 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183 shares 183 $223K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,624 shares; 2025Q3: 5,623 shares; 2025Q4: 5,623 shares 5,623 $223K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 439 shares; 2025Q1: 437 shares; 2025Q2: not reported; 2025Q3: 417 shares; 2025Q4: 382 shares 382 $221K 0.01% -35 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,870 shares; 2025Q4: 1,873 shares 1,873 $220K 0.01% +3 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 902 shares 902 $217K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,450 shares; 2025Q1: 2,480 shares; 2025Q2: 2,483 shares; 2025Q3: 2,298 shares; 2025Q4: 2,069 shares 2,069 $217K 0.01% -229 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 844 shares; 2025Q4: 855 shares 855 $216K 0.01% +11 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: 1,070 shares; 2025Q4: 1,074 shares 1,074 $212K 0.01% +4 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,146 shares 1,146 $210K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,713 shares; 2024Q4: 7,468 shares; 2025Q1: 7,085 shares; 2025Q2: 9,057 shares; 2025Q3: 5,490 shares; 2025Q4: 5,070 shares 5,070 $208K 0.01% -420 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,193 shares; 2025Q4: 1,200 shares 1,200 $208K 0.01% +7 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438 shares; 2025Q4: 363 shares 363 $207K 0.01% -75 Timeline MPLX MPLX LP More: the full row for MPLX 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: 3,861 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,861 shares 3,861 $206K 0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,157 shares 1,157 $205K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,289 shares; 2025Q4: 4,271 shares 4,271 $205K 0.01% -18 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: 5,048 shares; 2025Q1: 4,976 shares; 2025Q2: 4,985 shares; 2025Q3: 5,128 shares; 2025Q4: 4,996 shares 4,996 $203K 0.01% -132 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,333 shares; 2025Q1: 2,755 shares; 2025Q2: not reported; 2025Q3: 2,217 shares; 2025Q4: 2,267 shares 2,267 $183K 0.01% +50 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: 2,535 shares 2,535 $163K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 13,000 shares; 2025Q3: 15,000 shares; 2025Q4: 13,000 shares 13,000 $49.9K <0.01% -2,000 Timeline TALK TALKSPACE INC More: the full row for TALKSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,790 shares; 2024Q4: 11,790 shares; 2025Q1: 11,790 shares; 2025Q2: 11,190 shares; 2025Q3: 11,190 shares; 2025Q4: 11,190 shares 11,190 $40.6K <0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,254 shares; 2024Q4: 22,254 shares; 2025Q1: 22,254 shares; 2025Q2: 22,254 shares; 2025Q3: 36,329 shares; 2025Q4: 7,158 shares 7,158 $29.6K <0.01% -29,171 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares 17,500 $28.2K <0.01% 0 Timeline