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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,028,451 shares; 2024Q1: 1,080,402 shares; 2024Q2: 1,143,648 shares; 2024Q3: 1,210,425 shares; 2024Q4: 1,320,076 shares; 2025Q1: 1,362,326 shares 1,362,326 $107M 10.38% +42,250 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,746,773 shares; 2024Q1: 1,775,099 shares; 2024Q2: 1,807,327 shares; 2024Q3: 1,826,059 shares; 2024Q4: 1,952,837 shares; 2025Q1: 2,029,767 shares 2,029,767 $105M 10.18% +76,930 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,109,703 shares; 2024Q1: 3,166,561 shares; 2024Q2: 3,230,583 shares; 2024Q3: 3,363,571 shares; 2024Q4: 3,479,841 shares; 2025Q1: 3,576,418 shares 3,576,418 $91.3M 8.89% +96,577 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,141,212 shares; 2024Q1: 1,123,516 shares; 2024Q2: 1,100,290 shares; 2024Q3: 1,081,089 shares; 2024Q4: 1,087,836 shares; 2025Q1: 1,095,961 shares 1,095,961 $45.2M 4.4% +8,125 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 589,988 shares; 2024Q1: 623,865 shares; 2024Q2: 666,296 shares; 2024Q3: 693,443 shares; 2024Q4: 713,498 shares; 2025Q1: 743,860 shares 743,860 $45M 4.38% +30,362 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 640,159 shares; 2024Q1: 647,010 shares; 2024Q2: 661,211 shares; 2024Q3: 661,827 shares; 2024Q4: 753,987 shares; 2025Q1: 775,141 shares 775,141 $38.5M 3.75% +21,154 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 311,250 shares; 2024Q1: 335,788 shares; 2024Q2: 330,931 shares; 2024Q3: 338,285 shares; 2024Q4: 354,349 shares; 2025Q1: 362,727 shares 362,727 $38.3M 3.73% +8,378 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 356,490 shares; 2024Q1: 397,320 shares; 2024Q2: 431,890 shares; 2024Q3: 440,174 shares; 2024Q4: 472,548 shares; 2025Q1: 478,170 shares 478,170 $36.6M 3.57% +5,622 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 354,441 shares; 2024Q1: 403,566 shares; 2024Q2: 464,540 shares; 2024Q3: 506,778 shares; 2024Q4: 1,133,189 shares; 2025Q1: 1,300,202 shares 1,300,202 $35M 3.4% +167,013 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 533,363 shares; 2024Q1: 602,050 shares; 2024Q2: 681,614 shares; 2024Q3: 760,804 shares; 2024Q4: 997,902 shares; 2025Q1: 1,117,501 shares 1,117,501 $34.9M 3.4% +119,599 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 863,285 shares; 2024Q1: 931,284 shares; 2024Q2: 966,409 shares; 2024Q3: 1,013,252 shares; 2024Q4: 1,033,517 shares; 2025Q1: 1,069,784 shares 1,069,784 $32.2M 3.14% +36,267 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 748,144 shares; 2024Q1: 754,181 shares; 2024Q2: 746,492 shares; 2024Q3: 730,066 shares; 2024Q4: 746,530 shares; 2025Q1: 744,415 shares 744,415 $29.3M 2.85% -2,115 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 234,695 shares; 2024Q1: 269,107 shares; 2024Q2: 298,687 shares; 2024Q3: 315,258 shares; 2024Q4: 340,264 shares; 2025Q1: 381,714 shares 381,714 $24.9M 2.42% +41,450 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 489,164 shares; 2024Q1: 566,494 shares; 2024Q2: 629,603 shares; 2024Q3: 685,324 shares; 2024Q4: 813,616 shares; 2025Q1: 844,175 shares 844,175 $22.3M 2.18% +30,559 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500,602 shares; 2024Q1: 551,916 shares; 2024Q2: 579,169 shares; 2024Q3: 594,703 shares; 2024Q4: 631,336 shares; 2025Q1: 652,237 shares 652,237 $21.7M 2.11% +20,901 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 623,312 shares; 2024Q1: 648,513 shares; 2024Q2: 632,644 shares; 2024Q3: 641,164 shares; 2024Q4: 683,774 shares; 2025Q1: 698,590 shares 698,590 $20.4M 1.99% +14,816 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 164,715 shares; 2024Q1: 185,331 shares; 2024Q2: 204,319 shares; 2024Q3: 218,704 shares; 2024Q4: 245,921 shares; 2025Q1: 281,364 shares 281,364 $19.6M 1.91% +35,443 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 559,721 shares; 2024Q1: 564,063 shares; 2024Q2: 569,233 shares; 2024Q3: 577,309 shares; 2024Q4: 600,290 shares; 2025Q1: 603,368 shares 603,368 $15.9M 1.55% +3,078 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,240 shares; 2024Q1: 16,996 shares; 2024Q2: 16,996 shares; 2024Q3: 16,099 shares; 2024Q4: 16,099 shares; 2025Q1: 16,099 shares 16,099 $15.2M 1.48% 0 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 432,372 shares; 2024Q1: 483,813 shares; 2024Q2: 455,125 shares; 2024Q3: 457,631 shares; 2024Q4: 501,735 shares; 2025Q1: 528,896 shares 528,896 $15.1M 1.47% +27,161 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 61,967 shares; 2024Q1: 61,238 shares; 2024Q2: 62,008 shares; 2024Q3: 61,463 shares; 2024Q4: 60,395 shares; 2025Q1: 60,518 shares 60,518 $13.4M 1.31% +123 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 318,912 shares; 2024Q1: 318,997 shares; 2024Q2: 320,080 shares; 2024Q3: 321,797 shares; 2024Q4: 326,065 shares; 2025Q1: 345,260 shares 345,260 $13.3M 1.29% +19,195 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 161,421 shares; 2024Q1: 205,168 shares; 2024Q2: 281,301 shares; 2024Q3: 313,302 shares; 2024Q4: 377,774 shares; 2025Q1: 500,801 shares 500,801 $13.2M 1.28% +123,027 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 79,894 shares; 2024Q1: 129,685 shares; 2024Q2: 184,806 shares; 2024Q3: 193,511 shares; 2024Q4: 255,168 shares; 2025Q1: 343,187 shares 343,187 $12.3M 1.2% +88,019 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 196,442 shares; 2024Q1: 185,366 shares; 2024Q2: 185,638 shares; 2024Q3: 194,895 shares; 2024Q4: 201,107 shares; 2025Q1: 203,422 shares 203,422 $12.2M 1.19% +2,315 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,972 shares; 2024Q1: 99,324 shares; 2024Q2: 99,833 shares; 2024Q3: 103,477 shares; 2024Q4: 105,207 shares; 2025Q1: 119,486 shares 119,486 $10.4M 1.01% +14,279 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 422,551 shares; 2024Q1: 410,333 shares; 2024Q2: 427,941 shares; 2024Q3: 433,905 shares; 2024Q4: 443,858 shares; 2025Q1: 380,698 shares 380,698 $9.05M 0.88% -63,160 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 69,231 shares; 2024Q1: 102,202 shares; 2024Q2: 139,986 shares; 2024Q3: 144,580 shares; 2024Q4: 196,346 shares; 2025Q1: 240,155 shares 240,155 $8.38M 0.82% +43,809 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 306,287 shares; 2024Q1: 304,087 shares; 2024Q2: 296,434 shares; 2024Q3: 298,668 shares; 2024Q4: 301,669 shares; 2025Q1: 303,426 shares 303,426 $7.95M 0.77% +1,757 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 103,326 shares; 2024Q1: 103,235 shares; 2024Q2: 103,330 shares; 2024Q3: 103,285 shares; 2024Q4: 103,285 shares; 2025Q1: 103,668 shares 103,668 $6.4M 0.62% +383 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68,754 shares; 2024Q1: 72,226 shares; 2024Q2: 71,814 shares; 2024Q3: 71,778 shares; 2024Q4: 71,467 shares; 2025Q1: 69,244 shares 69,244 $6.27M 0.61% -2,223 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,424 shares; 2024Q1: 75,518 shares; 2024Q2: 91,614 shares; 2024Q3: 96,999 shares; 2024Q4: 124,850 shares; 2025Q1: 182,360 shares 182,360 $6.14M 0.6% +57,510 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 95,985 shares; 2024Q1: 96,747 shares; 2024Q2: 97,430 shares; 2024Q3: 101,283 shares; 2024Q4: 103,643 shares; 2025Q1: 116,496 shares 116,496 $5.99M 0.58% +12,853 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 150,723 shares; 2024Q1: 147,815 shares; 2024Q2: 147,099 shares; 2024Q3: 148,261 shares; 2024Q4: 151,524 shares; 2025Q1: 161,600 shares 161,600 $5.33M 0.52% +10,076 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 180,937 shares; 2024Q1: 165,399 shares; 2024Q2: 170,915 shares; 2024Q3: 165,269 shares; 2024Q4: 168,515 shares; 2025Q1: 180,691 shares 180,691 $4.68M 0.46% +12,176 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 337,724 shares; 2024Q1: 341,926 shares; 2024Q2: 402,632 shares; 2024Q3: 411,638 shares; 2024Q4: 424,449 shares; 2025Q1: 445,475 shares 445,475 $4.52M 0.44% +21,026 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 59,496 shares; 2024Q1: 58,054 shares; 2024Q2: 58,532 shares; 2024Q3: 62,929 shares; 2024Q4: 64,072 shares; 2025Q1: 68,092 shares 68,092 $4.25M 0.41% +4,020 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 95,965 shares; 2024Q1: 92,707 shares; 2024Q2: 94,038 shares; 2024Q3: 94,270 shares; 2024Q4: 94,748 shares; 2025Q1: 105,986 shares 105,986 $4.07M 0.4% +11,238 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 126,616 shares; 2024Q1: 127,486 shares; 2024Q2: 126,824 shares; 2024Q3: 125,991 shares; 2024Q4: 127,269 shares; 2025Q1: 126,411 shares 126,411 $3.68M 0.36% -858 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,354 shares; 2024Q1: 41,835 shares; 2024Q2: 42,478 shares; 2024Q3: 40,811 shares; 2024Q4: 44,449 shares; 2025Q1: 43,817 shares 43,817 $2.56M 0.25% -632 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 51,999 shares; 2024Q1: 66,681 shares; 2024Q2: 59,042 shares; 2024Q3: 65,129 shares; 2024Q4: 24,871 shares; 2025Q1: 24,925 shares 24,925 $2.51M 0.24% +54 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,929 shares; 2024Q1: 21,928 shares; 2024Q2: 21,928 shares; 2024Q3: 32,890 shares; 2024Q4: 32,892 shares; 2025Q1: 32,892 shares 32,892 $2.34M 0.23% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,943 shares; 2024Q1: 19,858 shares; 2024Q2: 26,073 shares; 2024Q3: 25,900 shares; 2024Q4: 26,256 shares; 2025Q1: 30,591 shares 30,591 $2.25M 0.22% +4,335 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 62,989 shares; 2024Q1: 67,048 shares; 2024Q2: 67,621 shares; 2024Q3: 65,693 shares; 2024Q4: 73,182 shares; 2025Q1: 80,756 shares 80,756 $2.24M 0.22% +7,574 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,690 shares; 2024Q1: 3,635 shares; 2024Q2: 3,627 shares; 2024Q3: 3,587 shares; 2024Q4: 3,587 shares; 2025Q1: 3,587 shares 3,587 $2.2M 0.21% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,373 shares; 2024Q1: 4,363 shares; 2024Q2: 4,368 shares; 2024Q3: 4,360 shares; 2024Q4: 4,353 shares; 2025Q1: 4,356 shares 4,356 $2.17M 0.21% +3 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,225 shares; 2024Q1: 36,166 shares; 2024Q2: 36,013 shares; 2024Q3: 35,877 shares; 2024Q4: 35,609 shares; 2025Q1: 35,858 shares 35,858 $2.14M 0.21% +249 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 107,994 shares; 2024Q1: 107,994 shares; 2024Q2: 92,887 shares; 2024Q3: 92,652 shares; 2024Q4: 92,331 shares; 2025Q1: 92,285 shares 92,285 $2.03M 0.2% -46 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,513 shares; 2024Q1: 12,566 shares; 2024Q2: 12,904 shares; 2024Q3: 12,924 shares; 2024Q4: 12,915 shares; 2025Q1: 12,921 shares 12,921 $2.02M 0.2% +6 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,757 shares 26,757 $2.02M 0.2% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,579 shares; 2024Q1: 12,416 shares; 2024Q2: 12,429 shares; 2024Q3: 12,429 shares; 2024Q4: 12,442 shares; 2025Q1: 12,432 shares 12,432 $1.92M 0.19% -10 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,446 shares; 2024Q1: 7,447 shares; 2024Q2: 7,447 shares; 2024Q3: 7,447 shares; 2024Q4: 7,446 shares; 2025Q1: 7,362 shares 7,362 $1.87M 0.18% -84 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,846 shares; 2024Q1: 3,661 shares; 2024Q2: 3,659 shares; 2024Q3: 3,235 shares; 2024Q4: 3,155 shares; 2025Q1: 3,095 shares 3,095 $1.74M 0.17% -60 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,764 shares; 2024Q1: 4,788 shares; 2024Q2: 4,719 shares; 2024Q3: 4,737 shares; 2024Q4: 4,708 shares; 2025Q1: 4,718 shares 4,718 $1.65M 0.16% +10 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,815 shares; 2024Q1: 4,668 shares; 2024Q2: 4,600 shares; 2024Q3: 4,600 shares; 2024Q4: 4,476 shares; 2025Q1: 4,406 shares 4,406 $1.59M 0.15% -70 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,563 shares; 2024Q1: 4,039 shares; 2024Q2: 3,996 shares; 2024Q3: 3,917 shares; 2024Q4: 3,855 shares; 2025Q1: 4,140 shares 4,140 $1.55M 0.15% +285 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,765 shares; 2024Q1: 36,570 shares; 2024Q2: 36,842 shares; 2024Q3: 36,924 shares; 2024Q4: 35,942 shares; 2025Q1: 35,956 shares 35,956 $1.51M 0.15% +14 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 273,407 shares; 2024Q1: 273,407 shares; 2024Q2: 273,407 shares; 2024Q3: 407,620 shares; 2024Q4: 400,000 shares; 2025Q1: 400,000 shares 400,000 $1.35M 0.13% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,084 shares; 2024Q1: 20,084 shares; 2024Q2: 27,440 shares; 2024Q3: 27,440 shares; 2024Q4: 27,440 shares; 2025Q1: 27,440 shares 27,440 $1.27M 0.12% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,682 shares; 2024Q1: 25,984 shares; 2024Q2: 21,939 shares; 2024Q3: 28,663 shares; 2024Q4: 27,158 shares; 2025Q1: 24,686 shares 24,686 $1.23M 0.12% -2,472 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,631 shares; 2024Q1: 43,904 shares; 2024Q2: 42,869 shares; 2024Q3: 43,602 shares; 2024Q4: 45,591 shares; 2025Q1: 45,067 shares 45,067 $1.13M 0.11% -524 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,509 shares; 2024Q1: 12,168 shares; 2024Q2: 12,111 shares; 2024Q3: 10,324 shares; 2024Q4: 10,030 shares; 2025Q1: 9,923 shares 9,923 $1.1M 0.11% -107 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,838 shares; 2024Q1: 7,838 shares; 2024Q2: 8,099 shares; 2024Q3: 7,807 shares; 2024Q4: 7,807 shares; 2025Q1: 7,807 shares 7,807 $953K 0.09% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,585 shares; 2024Q1: 9,585 shares; 2024Q2: 9,547 shares; 2024Q3: 9,547 shares; 2024Q4: 9,496 shares; 2025Q1: 9,496 shares 9,496 $926K 0.09% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,634 shares; 2024Q1: 7,634 shares; 2024Q2: 7,634 shares; 2024Q3: 7,634 shares; 2024Q4: 7,634 shares; 2025Q1: 9,893 shares 9,893 $914K 0.09% +2,259 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,173 shares; 2024Q1: 5,044 shares; 2024Q2: 5,318 shares; 2024Q3: 5,143 shares; 2024Q4: 4,273 shares; 2025Q1: 5,280 shares 5,280 $900K 0.09% +1,007 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,959 shares; 2024Q1: 7,959 shares; 2024Q2: 7,679 shares; 2024Q3: 7,679 shares; 2024Q4: 7,679 shares; 2025Q1: 7,679 shares 7,679 $882K 0.09% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,708 shares; 2024Q1: 4,708 shares; 2024Q2: 4,679 shares; 2024Q3: 4,679 shares; 2024Q4: 4,635 shares; 2025Q1: 4,635 shares 4,635 $872K 0.08% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,146 shares; 2024Q1: 2,241 shares; 2024Q2: 2,244 shares; 2024Q3: 3,328 shares; 2024Q4: 3,295 shares; 2025Q1: 3,404 shares 3,404 $835K 0.08% +109 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,890 shares; 2024Q1: 5,893 shares; 2024Q2: 5,905 shares; 2024Q3: 5,905 shares; 2024Q4: 5,905 shares; 2025Q1: 5,905 shares 5,905 $826K 0.08% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,256 shares; 2024Q1: 1,205 shares; 2024Q2: 1,390 shares; 2024Q3: 1,390 shares; 2024Q4: 1,928 shares; 2025Q1: 2,983 shares 2,983 $820K 0.08% +1,055 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,434 shares; 2024Q1: 30,739 shares; 2024Q2: 31,972 shares; 2024Q3: 32,018 shares; 2024Q4: 33,984 shares; 2025Q1: 34,863 shares 34,863 $804K 0.08% +879 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,836 shares; 2024Q1: 3,853 shares; 2024Q2: 4,089 shares; 2024Q3: 4,053 shares; 2024Q4: 4,053 shares; 2025Q1: 4,094 shares 4,094 $794K 0.08% +41 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,331 shares; 2024Q1: 7,331 shares; 2024Q2: 7,309 shares; 2024Q3: 7,358 shares; 2024Q4: 7,353 shares; 2025Q1: 7,353 shares 7,353 $753K 0.07% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 965 shares; 2024Q1: 979 shares; 2024Q2: 977 shares; 2024Q3: 977 shares; 2024Q4: 1,115 shares; 2025Q1: 1,451 shares 1,451 $746K 0.07% +336 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,583 shares; 2024Q1: 6,584 shares; 2024Q2: 6,583 shares; 2024Q3: 6,630 shares; 2024Q4: 6,614 shares; 2025Q1: 6,614 shares 6,614 $735K 0.07% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,204 shares; 2024Q1: 14,099 shares; 2024Q2: 14,051 shares; 2024Q3: 11,728 shares; 2024Q4: 11,728 shares; 2025Q1: 14,355 shares 14,355 $716K 0.07% +2,627 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,149 shares; 2024Q1: 1,278 shares; 2024Q2: 1,258 shares; 2024Q3: 1,264 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares 1,248 $699K 0.07% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,927 shares; 2024Q1: 3,598 shares; 2024Q2: 3,564 shares; 2024Q3: 3,780 shares; 2024Q4: 4,042 shares; 2025Q1: 3,987 shares 3,987 $661K 0.06% -55 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,563 shares; 2024Q1: 2,563 shares; 2024Q2: 2,563 shares; 2024Q3: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 2,931 shares 2,931 $650K 0.06% +345 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 202,000 shares; 2024Q1: 102,500 shares; 2024Q2: 102,500 shares; 2024Q3: 102,500 shares; 2024Q4: 102,500 shares; 2025Q1: 102,500 shares 102,500 $649K 0.06% 0 Timeline PRF 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,805 shares; 2024Q1: 15,805 shares; 2024Q2: 15,805 shares; 2024Q3: 15,805 shares; 2024Q4: 15,805 shares; 2025Q1: 15,805 shares 15,805 $639K 0.06% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,367 shares; 2024Q1: 5,367 shares; 2024Q2: 6,027 shares; 2024Q3: 6,027 shares; 2024Q4: 6,027 shares; 2025Q1: 5,805 shares 5,805 $607K 0.06% -222 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,097 shares; 2024Q1: 1,116 shares; 2024Q2: 1,098 shares; 2024Q3: 1,092 shares; 2024Q4: 1,085 shares; 2025Q1: 1,086 shares 1,086 $595K 0.06% +1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,500 shares; 2024Q1: 1,145 shares; 2024Q2: 1,228 shares; 2024Q3: 1,248 shares; 2024Q4: 1,223 shares; 2025Q1: 1,047 shares 1,047 $558K 0.05% -176 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,671 shares; 2024Q1: 2,451 shares; 2024Q2: 2,406 shares; 2024Q3: 2,291 shares; 2024Q4: 2,192 shares; 2025Q1: 1,887 shares 1,887 $534K 0.05% -305 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,336 shares; 2024Q1: 7,507 shares; 2024Q2: 6,959 shares; 2024Q3: 7,137 shares; 2024Q4: 7,873 shares; 2025Q1: 8,438 shares 8,438 $531K 0.05% +565 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,568 shares; 2024Q1: 4,671 shares; 2024Q2: 4,664 shares; 2024Q3: 4,801 shares; 2024Q4: 4,801 shares; 2025Q1: 5,995 shares 5,995 $526K 0.05% +1,194 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,177 shares; 2024Q1: 4,822 shares; 2024Q2: 4,850 shares; 2024Q3: 4,884 shares; 2024Q4: 4,884 shares; 2025Q1: 4,917 shares 4,917 $518K 0.05% +33 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,874 shares; 2024Q1: 10,501 shares; 2024Q2: 10,501 shares; 2024Q3: 11,107 shares; 2024Q4: 11,107 shares; 2025Q1: 11,410 shares 11,410 $516K 0.05% +303 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,554 shares; 2024Q1: 1,646 shares; 2024Q2: 1,646 shares; 2024Q3: 1,646 shares; 2024Q4: 1,646 shares; 2025Q1: 1,891 shares 1,891 $489K 0.05% +245 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,347 shares; 2024Q1: 2,158 shares; 2024Q2: 2,140 shares; 2024Q3: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 2,277 shares 2,277 $482K 0.05% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 326 shares; 2024Q1: 326 shares; 2024Q2: 326 shares; 2024Q3: 326 shares; 2024Q4: 326 shares; 2025Q1: 326 shares 326 $467K 0.05% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,939 shares; 2024Q1: 1,948 shares; 2024Q2: 1,940 shares; 2024Q3: 1,940 shares; 2024Q4: 1,849 shares; 2025Q1: 1,854 shares 1,854 $452K 0.04% +5 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 952 shares; 2024Q1: 952 shares; 2024Q2: 927 shares; 2024Q3: 1,004 shares; 2024Q4: 928 shares; 2025Q1: 928 shares 928 $435K 0.04% 0 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,314 shares; 2024Q1: 16,334 shares; 2024Q2: 16,334 shares; 2024Q3: 15,005 shares; 2024Q4: 14,629 shares; 2025Q1: 15,284 shares 15,284 $430K 0.04% +655 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,110 shares; 2024Q1: 5,963 shares; 2024Q2: 5,683 shares; 2024Q3: 5,416 shares; 2024Q4: 5,416 shares; 2025Q1: 5,329 shares 5,329 $423K 0.04% -87 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,769 shares; 2024Q1: 5,769 shares; 2024Q2: 5,769 shares; 2024Q3: 6,165 shares; 2024Q4: 5,925 shares; 2025Q1: 5,925 shares 5,925 $414K 0.04% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,041 shares; 2024Q1: 2,260 shares; 2024Q2: 2,364 shares; 2024Q3: 2,275 shares; 2024Q4: 2,667 shares; 2025Q1: 2,664 shares 2,664 $399K 0.04% -3 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 701 shares; 2024Q1: 696 shares; 2024Q2: 738 shares; 2024Q3: 745 shares; 2024Q4: 682 shares; 2025Q1: 682 shares 682 $393K 0.04% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,125 shares; 2024Q2: 2,200 shares; 2024Q3: 2,043 shares; 2024Q4: 1,976 shares; 2025Q1: 2,063 shares 2,063 $393K 0.04% +87 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,212 shares; 2024Q1: 2,158 shares; 2024Q2: 2,149 shares; 2024Q3: 2,179 shares; 2024Q4: 2,179 shares; 2025Q1: 2,179 shares 2,179 $392K 0.04% 0 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,592 shares; 2024Q1: 13,693 shares; 2024Q2: 13,693 shares; 2024Q3: 12,839 shares; 2024Q4: 12,620 shares; 2025Q1: 12,804 shares 12,804 $391K 0.04% +184 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 243 shares; 2024Q2: 2,418 shares; 2024Q3: 2,461 shares; 2024Q4: 2,438 shares; 2025Q1: 3,592 shares 3,592 $389K 0.04% +1,154 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,710 shares; 2024Q2: 5,710 shares; 2024Q3: 7,077 shares; 2024Q4: 7,384 shares; 2025Q1: 7,613 shares 7,613 $387K 0.04% +229 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,217 shares; 2024Q1: 2,219 shares; 2024Q2: 2,234 shares; 2024Q3: 2,218 shares; 2024Q4: 2,218 shares; 2025Q1: 2,231 shares 2,231 $385K 0.04% +13 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 480 shares; 2024Q1: 491 shares; 2024Q2: 480 shares; 2024Q3: 480 shares; 2024Q4: 470 shares; 2025Q1: 459 shares 459 $379K 0.04% -11 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,853 shares; 2024Q1: 1,846 shares; 2024Q2: 2,002 shares; 2024Q3: 2,037 shares; 2024Q4: 2,002 shares; 2025Q1: 1,877 shares 1,877 $376K 0.04% -125 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,531 shares; 2024Q1: 3,553 shares; 2024Q2: 3,849 shares; 2024Q3: 3,557 shares; 2024Q4: 4,170 shares; 2025Q1: 4,141 shares 4,141 $372K 0.04% -29 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,159 shares; 2024Q1: 1,159 shares; 2024Q2: 1,164 shares; 2024Q3: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,154 shares 1,154 $367K 0.04% +45 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,190 shares; 2024Q1: 1,190 shares; 2024Q2: 1,088 shares; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,177 shares 1,177 $361K 0.04% -42 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,346 shares 10,346 $354K 0.03% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,538 shares; 2024Q1: 4,273 shares; 2024Q2: 4,273 shares; 2024Q3: 4,273 shares; 2024Q4: 4,306 shares; 2025Q1: 4,090 shares 4,090 $348K 0.03% -216 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,118 shares; 2024Q1: 4,118 shares; 2024Q2: 4,118 shares; 2024Q3: 4,914 shares; 2024Q4: 5,746 shares; 2025Q1: 5,746 shares 5,746 $346K 0.03% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 673 shares; 2024Q1: 739 shares; 2024Q2: 758 shares; 2024Q3: 939 shares; 2024Q4: 929 shares; 2025Q1: 930 shares 930 $341K 0.03% +1 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,656 shares; 2024Q1: 1,667 shares; 2024Q2: 1,662 shares; 2024Q3: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 1,660 shares 1,660 $340K 0.03% +4 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,378 shares; 2024Q1: 3,378 shares; 2024Q2: 3,378 shares; 2024Q3: 3,378 shares; 2024Q4: 3,378 shares; 2025Q1: 3,378 shares 3,378 $334K 0.03% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,515 shares; 2024Q1: 1,390 shares; 2024Q2: 1,390 shares; 2024Q3: 1,418 shares; 2024Q4: 1,390 shares; 2025Q1: 1,391 shares 1,391 $329K 0.03% +1 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 994 shares; 2024Q1: 1,020 shares; 2024Q2: 997 shares; 2024Q3: 1,019 shares; 2024Q4: 1,017 shares; 2025Q1: 1,019 shares 1,019 $318K 0.03% +2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,292 shares; 2024Q1: 1,292 shares; 2024Q2: 1,313 shares; 2024Q3: 1,313 shares; 2024Q4: 1,265 shares; 2025Q1: 1,269 shares 1,269 $316K 0.03% +4 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,124 shares; 2024Q1: 7,010 shares; 2024Q2: 7,042 shares; 2024Q3: 7,042 shares; 2024Q4: 6,986 shares; 2025Q1: 7,544 shares 7,544 $315K 0.03% +558 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 364 shares; 2024Q1: 368 shares; 2024Q2: 368 shares; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares 1,516 $312K 0.03% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 802 shares; 2024Q1: 747 shares; 2024Q2: not reported; 2024Q3: 769 shares; 2024Q4: 769 shares; 2025Q1: 973 shares 973 $304K 0.03% +204 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,218 shares; 2024Q1: 3,131 shares; 2024Q2: 3,226 shares; 2024Q3: 3,220 shares; 2024Q4: 3,344 shares; 2025Q1: 3,073 shares 3,073 $303K 0.03% -271 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,218 shares; 2024Q1: 2,071 shares; 2024Q2: 2,577 shares; 2024Q3: 2,577 shares; 2024Q4: 2,534 shares; 2025Q1: 2,549 shares 2,549 $303K 0.03% +15 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,399 shares; 2025Q1: 1,037 shares 1,037 $299K 0.03% -362 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 751 shares; 2024Q1: 751 shares; 2024Q2: 749 shares; 2024Q3: 749 shares; 2024Q4: 748 shares; 2025Q1: 758 shares 758 $291K 0.03% +10 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,726 shares 5,726 $290K 0.03% new Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,782 shares; 2024Q1: 8,354 shares; 2024Q2: 8,516 shares; 2024Q3: 8,694 shares; 2024Q4: 8,975 shares; 2025Q1: 6,743 shares 6,743 $290K 0.03% -2,232 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,476 shares; 2024Q1: 1,371 shares; 2024Q2: 1,354 shares; 2024Q3: 1,354 shares; 2024Q4: 1,298 shares; 2025Q1: 1,092 shares 1,092 $281K 0.03% -206 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 9,842 shares; 2024Q2: 9,842 shares; 2024Q3: 9,842 shares; 2024Q4: 9,842 shares; 2025Q1: 9,842 shares 9,842 $279K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,610 shares; 2024Q1: 2,622 shares; 2024Q2: 2,619 shares; 2024Q3: 2,619 shares; 2024Q4: 2,613 shares; 2025Q1: 2,383 shares 2,383 $278K 0.03% -230 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,481 shares; 2024Q1: 1,481 shares; 2024Q2: 1,481 shares; 2024Q3: 1,481 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares 1,481 $276K 0.03% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 488 shares; 2024Q1: 494 shares; 2024Q2: 491 shares; 2024Q3: 508 shares; 2024Q4: 509 shares; 2025Q1: 510 shares 510 $267K 0.03% +1 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,307 shares 3,307 $261K 0.03% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 477 shares; 2024Q1: 2,862 shares; 2024Q2: 2,862 shares; 2024Q3: 2,862 shares; 2024Q4: 2,862 shares; 2025Q1: 2,862 shares 2,862 $259K 0.03% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,313 shares; 2024Q1: 2,843 shares; 2024Q2: 2,920 shares; 2024Q3: 2,873 shares; 2024Q4: 2,808 shares; 2025Q1: 2,645 shares 2,645 $259K 0.03% -163 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,489 shares; 2024Q4: 4,984 shares; 2025Q1: 5,170 shares 5,170 $256K 0.02% +186 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,767 shares; 2024Q1: 3,877 shares; 2024Q2: 3,580 shares; 2024Q3: 3,609 shares; 2024Q4: 3,609 shares; 2025Q1: 3,503 shares 3,503 $248K 0.02% -106 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,156 shares; 2024Q1: 1,243 shares; 2024Q2: 1,243 shares; 2024Q3: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 1,046 shares 1,046 $248K 0.02% +3 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,432 shares; 2024Q1: 6,838 shares; 2024Q2: 6,838 shares; 2024Q3: 6,838 shares; 2024Q4: 6,838 shares; 2025Q1: 6,838 shares 6,838 $239K 0.02% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 789 shares; 2024Q1: 789 shares; 2024Q2: 789 shares; 2024Q3: 789 shares; 2024Q4: 789 shares; 2025Q1: 789 shares 789 $236K 0.02% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,171 shares; 2024Q1: 4,171 shares; 2024Q2: 4,171 shares; 2024Q3: 4,171 shares; 2024Q4: 4,171 shares; 2025Q1: 4,171 shares 4,171 $231K 0.02% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,673 shares; 2024Q1: 3,537 shares; 2024Q2: 3,537 shares; 2024Q3: 3,537 shares; 2024Q4: 2,731 shares; 2025Q1: 2,731 shares 2,731 $226K 0.02% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,121 shares; 2024Q1: 4,121 shares; 2024Q2: 4,143 shares; 2024Q3: 2,656 shares; 2024Q4: 2,656 shares; 2025Q1: 2,722 shares 2,722 $223K 0.02% +66 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,708 shares; 2024Q3: 8,417 shares; 2024Q4: 7,926 shares; 2025Q1: 7,924 shares 7,924 $219K 0.02% -2 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 232 shares; 2025Q1: 233 shares 233 $217K 0.02% +1 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,219 shares; 2024Q3: 2,219 shares; 2024Q4: 2,219 shares; 2025Q1: 2,219 shares 2,219 $214K 0.02% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,173 shares; 2024Q2: not reported; 2024Q3: 3,173 shares; 2024Q4: not reported; 2025Q1: 3,283 shares 3,283 $209K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 308 shares 308 $207K 0.02% new Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,623 shares; 2024Q4: 4,573 shares; 2025Q1: 4,458 shares 4,458 $204K 0.02% -115 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,733 shares; 2024Q1: 8,513 shares; 2024Q2: 8,501 shares; 2024Q3: 8,584 shares; 2024Q4: not reported; 2025Q1: 8,966 shares 8,966 $204K 0.02% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,652 shares 1,652 $201K 0.02% new Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,703 shares; 2024Q1: 12,708 shares; 2024Q2: 12,700 shares; 2024Q3: 12,700 shares; 2024Q4: 12,700 shares; 2025Q1: 12,700 shares 12,700 $190K 0.02% 0 Timeline POLESTAR AUTOMOTIVE HLDG UK POLESTAR AUTOMOTIVE HLDG UK More: the full row for POLESTAR AUTOMOTIVE HLDG UK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,320 shares; 2024Q4: 15,320 shares; 2025Q1: 15,320 shares 15,320 $16.1K <0.01% 0