ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784,194 shares; 2024Q4: 815,056 shares; 2025Q1: 815,720 shares; 2025Q2: 864,811 shares; 2025Q3: 900,447 shares 900,447 $131M 11.47% +35,636 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,621 shares; 2024Q4: 165,969 shares; 2025Q1: 163,813 shares; 2025Q2: 176,589 shares; 2025Q3: 180,084 shares 180,084 $121M 10.54% +3,495 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,728 shares; 2024Q4: 250,392 shares; 2025Q1: 230,155 shares; 2025Q2: 257,112 shares; 2025Q3: 253,891 shares 253,891 $92.8M 8.12% -3,221 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,841 shares; 2024Q4: 122,779 shares; 2025Q1: 126,712 shares; 2025Q2: 133,500 shares; 2025Q3: 136,190 shares 136,190 $81.9M 7.16% +2,690 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,785 shares; 2024Q4: 757,613 shares; 2025Q1: 920,403 shares; 2025Q2: 968,519 shares; 2025Q3: 1,047,501 shares 1,047,501 $68.1M 5.96% +78,982 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,109 shares; 2024Q4: 171,741 shares; 2025Q1: 168,524 shares; 2025Q2: 192,218 shares; 2025Q3: 191,449 shares 191,449 $63M 5.51% -769 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,134,105 shares; 2025Q2: 1,198,040 shares; 2025Q3: 1,216,639 shares 1,216,639 $61.7M 5.4% +18,599 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,034 shares; 2024Q4: 1,476,379 shares; 2025Q1: 1,432,582 shares; 2025Q2: 2,285,320 shares; 2025Q3: 2,308,553 shares 2,308,553 $59.4M 5.19% +23,233 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,689 shares; 2024Q4: 154,588 shares; 2025Q1: 150,623 shares; 2025Q2: 155,787 shares; 2025Q3: 157,018 shares 157,018 $40M 3.5% +1,231 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,038 shares; 2024Q4: 455,452 shares; 2025Q1: 424,904 shares; 2025Q2: 480,143 shares; 2025Q3: 472,826 shares 472,826 $38.1M 3.34% -7,317 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,165 shares; 2024Q4: 50,123 shares; 2025Q1: 41,986 shares; 2025Q2: 48,256 shares; 2025Q3: 48,211 shares 48,211 $22.6M 1.98% -45 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,696 shares; 2024Q4: 36,827 shares; 2025Q1: 31,388 shares; 2025Q2: 38,385 shares; 2025Q3: 38,399 shares 38,399 $19.9M 1.74% +14 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,812 shares; 2024Q4: 31,886 shares; 2025Q1: 26,834 shares; 2025Q2: 29,654 shares; 2025Q3: 29,433 shares 29,433 $19.7M 1.72% -221 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,110 shares; 2025Q1: 186,558 shares; 2025Q2: 192,923 shares; 2025Q3: 213,994 shares 213,994 $19M 1.67% +21,071 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,557 shares; 2024Q4: 70,878 shares; 2025Q1: 68,148 shares; 2025Q2: 74,094 shares; 2025Q3: 85,406 shares 85,406 $17.9M 1.56% +11,312 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,319 shares; 2024Q4: 236,707 shares; 2025Q1: 226,381 shares; 2025Q2: 222,819 shares; 2025Q3: 195,520 shares 195,520 $12.8M 1.12% -27,299 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,058 shares; 2024Q4: 337,692 shares; 2025Q1: 330,150 shares; 2025Q2: 331,926 shares; 2025Q3: 329,852 shares 329,852 $12.7M 1.11% -2,074 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,451 shares; 2024Q4: 449,830 shares; 2025Q1: 37,966 shares; 2025Q2: 46,359 shares; 2025Q3: 47,959 shares 47,959 $10.5M 0.92% +1,600 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,726 shares; 2024Q4: 19,978 shares; 2025Q1: 183,194 shares; 2025Q2: 205,578 shares; 2025Q3: 210,026 shares 210,026 $10.5M 0.92% +4,448 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,166 shares; 2024Q4: 371,601 shares; 2025Q1: 360,170 shares; 2025Q2: 362,617 shares; 2025Q3: 361,149 shares 361,149 $9.86M 0.86% -1,468 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,850 shares; 2025Q1: 2,858 shares; 2025Q2: 19,474 shares; 2025Q3: 19,830 shares 19,830 $9.52M 0.83% +356 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,566 shares; 2025Q1: 11,475 shares; 2025Q2: 110,905 shares; 2025Q3: 117,676 shares 117,676 $8.64M 0.76% +6,771 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,037 shares; 2024Q4: 61,422 shares; 2025Q1: 61,297 shares; 2025Q2: 78,507 shares; 2025Q3: 126,163 shares 126,163 $8.32M 0.73% +47,656 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,212 shares; 2025Q1: 8,571 shares; 2025Q2: 21,327 shares; 2025Q3: 30,480 shares 30,480 $7.53M 0.66% +9,153 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,033 shares; 2024Q4: 97,490 shares; 2025Q1: 88,422 shares; 2025Q2: 126,700 shares; 2025Q3: 139,517 shares 139,517 $7.08M 0.62% +12,817 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,803 shares; 2024Q4: 20,954 shares; 2025Q1: 20,579 shares; 2025Q2: 20,354 shares; 2025Q3: 20,279 shares 20,279 $6.75M 0.59% -75 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,641 shares; 2024Q4: 33,317 shares; 2025Q1: 29,875 shares; 2025Q2: 34,995 shares; 2025Q3: 36,028 shares 36,028 $6.72M 0.59% +1,033 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,310 shares; 2024Q4: 19,420 shares; 2025Q1: 14,887 shares; 2025Q2: 16,859 shares; 2025Q3: 17,129 shares 17,129 $6.49M 0.57% +270 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,355 shares; 2024Q4: 125,482 shares; 2025Q1: 115,907 shares; 2025Q2: 114,188 shares; 2025Q3: 113,242 shares 113,242 $6.14M 0.54% -946 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,135 shares; 2024Q4: 18,259 shares; 2025Q1: 17,598 shares; 2025Q2: 18,507 shares; 2025Q3: 18,934 shares 18,934 $5.97M 0.52% +427 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,947 shares; 2024Q4: 7,100 shares; 2025Q1: 6,349 shares; 2025Q2: 7,489 shares; 2025Q3: 7,794 shares 7,794 $5.72M 0.5% +305 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,617 shares; 2024Q4: 20,485 shares; 2025Q1: 18,388 shares; 2025Q2: 22,263 shares; 2025Q3: 22,100 shares 22,100 $5.37M 0.47% -163 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,618 shares; 2025Q1: 38,204 shares; 2025Q2: 44,479 shares; 2025Q3: 44,401 shares 44,401 $5.36M 0.47% -78 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,836 shares; 2024Q4: 121,367 shares; 2025Q1: 108,355 shares; 2025Q2: 122,587 shares; 2025Q3: 125,283 shares 125,283 $5.15M 0.45% +2,696 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,682 shares; 2024Q4: 20,652 shares; 2025Q1: 17,128 shares; 2025Q2: 23,772 shares; 2025Q3: 23,458 shares 23,458 $5.08M 0.44% -314 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,999 shares; 2024Q4: 8,633 shares; 2025Q1: 8,338 shares; 2025Q2: 25,808 shares; 2025Q3: 26,325 shares 26,325 $4.93M 0.43% +517 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,116 shares; 2024Q4: 191,007 shares; 2025Q1: 188,634 shares; 2025Q2: 186,499 shares; 2025Q3: 182,562 shares 182,562 $4.81M 0.42% -3,937 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 8,763 shares; 2025Q1: 8,808 shares; 2025Q2: 8,746 shares; 2025Q3: 8,906 shares 8,906 $4.48M 0.39% +160 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,896 shares; 2024Q4: 17,457 shares; 2025Q1: 17,606 shares; 2025Q2: 18,835 shares; 2025Q3: 21,564 shares 21,564 $4.39M 0.38% +2,729 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,744 shares; 2024Q4: 16,380 shares; 2025Q1: 14,568 shares; 2025Q2: 17,375 shares; 2025Q3: 18,025 shares 18,025 $4.39M 0.38% +650 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,434 shares; 2024Q4: 8,196 shares; 2025Q1: 7,839 shares; 2025Q2: 8,348 shares; 2025Q3: 9,534 shares 9,534 $4.24M 0.37% +1,186 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 10,244 shares; 2025Q1: 9,499 shares; 2025Q2: 9,504 shares; 2025Q3: 9,316 shares 9,316 $3.77M 0.33% -188 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,462 shares; 2024Q4: 4,817 shares; 2025Q1: 4,251 shares; 2025Q2: 4,856 shares; 2025Q3: 5,981 shares 5,981 $3.67M 0.32% +1,125 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,096 shares; 2024Q4: 33,959 shares; 2025Q1: 33,370 shares; 2025Q2: 35,081 shares; 2025Q3: 35,068 shares 35,068 $3.66M 0.32% -13 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,147 shares; 2024Q4: 9,710 shares; 2025Q1: 9,015 shares; 2025Q2: 9,915 shares; 2025Q3: 9,917 shares 9,917 $3.39M 0.3% +2 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,736 shares; 2025Q3: 33,994 shares 33,994 $2.81M 0.25% +2,258 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,208 shares; 2025Q3: 40,575 shares 40,575 $2.76M 0.24% +367 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,707 shares; 2024Q4: 4,711 shares; 2025Q1: 4,711 shares; 2025Q2: 4,571 shares; 2025Q3: 4,486 shares 4,486 $2.68M 0.23% -85 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,784 shares; 2024Q4: 24,680 shares; 2025Q1: 24,429 shares; 2025Q2: 22,702 shares; 2025Q3: 22,947 shares 22,947 $2.36M 0.21% +245 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 6,439 shares; 2025Q1: 6,677 shares; 2025Q2: 6,798 shares; 2025Q3: 6,593 shares 6,593 $2.17M 0.19% -205 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,442 shares; 2024Q4: 27,470 shares; 2025Q1: 27,488 shares; 2025Q2: 27,510 shares; 2025Q3: 27,893 shares 27,893 $2.02M 0.18% +383 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,221 shares; 2024Q4: 9,023 shares; 2025Q1: 9,407 shares; 2025Q2: 9,168 shares; 2025Q3: 9,535 shares 9,535 $1.77M 0.15% +367 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,468 shares; 2024Q4: 2,740 shares; 2025Q1: 1,970 shares; 2025Q2: 2,745 shares; 2025Q3: 3,053 shares 3,053 $1.74M 0.15% +308 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,252 shares; 2024Q4: 32,864 shares; 2025Q1: 30,307 shares; 2025Q2: 33,130 shares; 2025Q3: 32,365 shares 32,365 $1.67M 0.15% -765 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,113 shares; 2024Q4: 13,309 shares; 2025Q1: 12,766 shares; 2025Q2: 12,287 shares; 2025Q3: 12,269 shares 12,269 $1.66M 0.15% -18 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,165 shares; 2024Q4: 14,418 shares; 2025Q1: 14,283 shares; 2025Q2: 14,261 shares; 2025Q3: 13,809 shares 13,809 $1.58M 0.14% -452 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,700 shares 12,700 $1.53M 0.13% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,855 shares; 2024Q4: 9,872 shares; 2025Q1: 10,066 shares; 2025Q2: 9,813 shares; 2025Q3: 9,802 shares 9,802 $1.51M 0.13% -11 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,972 shares; 2024Q4: 5,004 shares; 2025Q1: 5,461 shares; 2025Q2: 5,107 shares; 2025Q3: 5,067 shares 5,067 $1.43M 0.12% -40 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,823 shares; 2025Q3: 4,828 shares 4,828 $1.42M 0.12% +5 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,666 shares; 2025Q1: 3,896 shares; 2025Q2: 13,625 shares; 2025Q3: 16,178 shares 16,178 $1.41M 0.12% +2,553 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 1,673 shares; 2025Q1: 1,685 shares; 2025Q2: 1,706 shares; 2025Q3: 1,730 shares 1,730 $1.32M 0.12% +24 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,522 shares; 2024Q4: 10,473 shares; 2025Q1: 10,482 shares; 2025Q2: 10,326 shares; 2025Q3: 13,467 shares 13,467 $1.3M 0.11% +3,141 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,779 shares; 2024Q4: 8,891 shares; 2025Q1: 7,790 shares; 2025Q2: 8,852 shares; 2025Q3: 8,781 shares 8,781 $1.25M 0.11% -71 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 1,128 shares; 2025Q1: 945 shares; 2025Q2: 1,223 shares; 2025Q3: 1,319 shares 1,319 $1.22M 0.11% +96 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,153 shares; 2024Q4: 4,613 shares; 2025Q1: 3,740 shares; 2025Q2: 3,726 shares; 2025Q3: 3,973 shares 3,973 $1.12M 0.1% +247 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,046 shares; 2025Q1: 1,026 shares; 2025Q2: 1,034 shares; 2025Q3: 1,035 shares 1,035 $1.12M 0.1% +1 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 4,494 shares; 2025Q1: 3,105 shares; 2025Q2: 4,555 shares; 2025Q3: 4,466 shares 4,466 $1.03M 0.09% -89 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,095 shares; 2025Q3: 2,044 shares 2,044 $1.02M 0.09% -51 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,013 shares; 2025Q1: 2,015 shares; 2025Q2: 2,045 shares; 2025Q3: 2,048 shares 2,048 $977K 0.09% +3 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,402 shares; 2024Q4: 3,501 shares; 2025Q1: 3,303 shares; 2025Q2: 3,368 shares; 2025Q3: 3,379 shares 3,379 $974K 0.09% +11 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 6,653 shares; 2025Q1: 7,448 shares; 2025Q2: 6,869 shares; 2025Q3: 6,925 shares 6,925 $957K 0.08% +56 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 3,315 shares; 2025Q1: 2,684 shares; 2025Q2: 3,176 shares; 2025Q3: 3,145 shares 3,145 $886K 0.08% -31 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,904 shares; 2024Q4: 5,917 shares; 2025Q1: 6,117 shares; 2025Q2: 6,178 shares; 2025Q3: 6,128 shares 6,128 $861K 0.08% -50 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,725 shares; 2024Q4: 12,517 shares; 2025Q1: 4,498 shares; 2025Q2: 5,621 shares; 2025Q3: 7,587 shares 7,587 $855K 0.07% +1,966 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,091 shares; 2025Q1: 2,091 shares; 2025Q2: 2,029 shares; 2025Q3: 1,969 shares 1,969 $831K 0.07% -60 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,307 shares; 2024Q4: 4,722 shares; 2025Q1: 4,576 shares; 2025Q2: 5,133 shares; 2025Q3: 5,324 shares 5,324 $827K 0.07% +191 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,896 shares; 2024Q4: 11,159 shares; 2025Q1: 9,109 shares; 2025Q2: 10,224 shares; 2025Q3: 9,768 shares 9,768 $826K 0.07% -456 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,236 shares 18,236 $802K 0.07% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 2,216 shares; 2025Q2: 2,218 shares; 2025Q3: 2,228 shares 2,228 $792K 0.07% +10 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,325 shares; 2024Q4: 5,070 shares; 2025Q1: 5,320 shares; 2025Q2: 5,345 shares; 2025Q3: 5,325 shares 5,325 $791K 0.07% -20 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 2,565 shares; 2025Q1: 2,611 shares; 2025Q2: 2,412 shares; 2025Q3: 2,424 shares 2,424 $737K 0.06% +12 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,410 shares; 2024Q4: 8,932 shares; 2025Q1: 8,299 shares; 2025Q2: 8,752 shares; 2025Q3: 8,525 shares 8,525 $722K 0.06% -227 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 638 shares; 2025Q2: 562 shares; 2025Q3: 584 shares 584 $700K 0.06% +22 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,529 shares; 2025Q1: 57,214 shares; 2025Q2: 53,814 shares; 2025Q3: 52,581 shares 52,581 $691K 0.06% -1,233 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,255 shares; 2025Q1: 2,259 shares; 2025Q2: 2,259 shares; 2025Q3: 2,235 shares 2,235 $690K 0.06% -24 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,988 shares; 2024Q4: 6,667 shares; 2025Q1: 4,829 shares; 2025Q2: 5,040 shares; 2025Q3: 6,292 shares 6,292 $670K 0.06% +1,252 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,903 shares; 2024Q4: 7,776 shares; 2025Q1: 7,101 shares; 2025Q2: 7,110 shares; 2025Q3: 4,659 shares 4,659 $657K 0.06% -2,451 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 3,116 shares; 2025Q1: 2,806 shares; 2025Q2: 2,975 shares; 2025Q3: 3,035 shares 3,035 $655K 0.06% +60 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,638 shares; 2025Q1: 2,888 shares; 2025Q2: 2,583 shares; 2025Q3: 2,584 shares 2,584 $625K 0.05% +1 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares 327 $625K 0.05% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 9,223 shares; 2025Q1: 8,677 shares; 2025Q2: 9,400 shares; 2025Q3: 8,985 shares 8,985 $615K 0.05% -415 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,019 shares; 2025Q1: 4,051 shares; 2025Q2: 3,984 shares; 2025Q3: 3,635 shares 3,635 $608K 0.05% -349 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 3,411 shares; 2025Q1: 2,311 shares; 2025Q2: 3,445 shares; 2025Q3: 3,343 shares 3,343 $597K 0.05% -102 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,430 shares; 2024Q4: 9,293 shares; 2025Q1: 5,864 shares; 2025Q2: 6,081 shares; 2025Q3: 5,829 shares 5,829 $584K 0.05% -252 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,309 shares; 2024Q4: 4,221 shares; 2025Q1: 4,283 shares; 2025Q2: 3,750 shares; 2025Q3: 4,407 shares 4,407 $578K 0.05% +657 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 633 shares; 2025Q1: 692 shares; 2025Q2: 614 shares; 2025Q3: 622 shares 622 $572K 0.05% +8 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,518 shares; 2024Q4: 20,539 shares; 2025Q1: 20,464 shares; 2025Q2: 20,385 shares; 2025Q3: 20,262 shares 20,262 $572K 0.05% -123 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 2,479 shares; 2025Q1: 2,738 shares; 2025Q2: 2,771 shares; 2025Q3: 2,772 shares 2,772 $567K 0.05% +1 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 3,428 shares; 2025Q1: 3,477 shares; 2025Q2: 3,752 shares; 2025Q3: 4,681 shares 4,681 $556K 0.05% +929 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 1,950 shares; 2025Q1: 2,000 shares; 2025Q2: 2,045 shares; 2025Q3: 2,320 shares 2,320 $551K 0.05% +275 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,724 shares 8,724 $549K 0.05% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,207 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares 17,000 $542K 0.05% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 665 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 743 shares 743 $508K 0.04% +98 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,301 shares; 2025Q1: 1,186 shares; 2025Q2: 1,545 shares; 2025Q3: 1,453 shares 1,453 $502K 0.04% -92 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,522 shares; 2025Q3: 1,495 shares 1,495 $497K 0.04% -27 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 5,628 shares; 2025Q1: 6,774 shares; 2025Q2: 9,000 shares; 2025Q3: 9,004 shares 9,004 $485K 0.04% +4 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,937 shares; 2025Q1: 3,937 shares; 2025Q2: 8,847 shares; 2025Q3: 8,847 shares 8,847 $471K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 1,689 shares; 2025Q1: 1,601 shares; 2025Q2: 1,717 shares; 2025Q3: 1,557 shares 1,557 $469K 0.04% -160 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 1,196 shares; 2025Q1: 1,263 shares; 2025Q2: 1,457 shares; 2025Q3: 1,427 shares 1,427 $466K 0.04% -30 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 2,727 shares; 2025Q1: 2,727 shares; 2025Q2: 2,729 shares; 2025Q3: 2,729 shares 2,729 $446K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,640 shares; 2025Q3: 2,559 shares 2,559 $431K 0.04% -81 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 882 shares; 2025Q3: 882 shares 882 $410K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,789 shares; 2025Q2: 2,574 shares; 2025Q3: 2,513 shares 2,513 $399K 0.03% -61 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,577 shares; 2024Q4: 10,652 shares; 2025Q1: 10,652 shares; 2025Q2: 10,652 shares; 2025Q3: 10,612 shares 10,612 $397K 0.03% -40 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,673 shares; 2025Q1: 1,073 shares; 2025Q2: 1,473 shares; 2025Q3: 1,737 shares 1,737 $384K 0.03% +264 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 3,801 shares; 2025Q1: 3,804 shares; 2025Q2: 3,735 shares; 2025Q3: 3,739 shares 3,739 $380K 0.03% +4 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,226 shares; 2025Q1: 2,913 shares; 2025Q2: 2,997 shares; 2025Q3: 2,820 shares 2,820 $378K 0.03% -177 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,869 shares; 2025Q1: 1,863 shares; 2025Q2: 1,528 shares; 2025Q3: 1,517 shares 1,517 $374K 0.03% -11 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,959 shares; 2025Q2: 6,953 shares; 2025Q3: 6,992 shares 6,992 $371K 0.03% +39 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 429 shares; 2025Q3: 462 shares 462 $368K 0.03% +33 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,641 shares; 2024Q4: 4,676 shares; 2025Q1: 4,448 shares; 2025Q2: 4,306 shares; 2025Q3: 4,361 shares 4,361 $364K 0.03% +55 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,561 shares; 2024Q4: 7,357 shares; 2025Q1: 4,231 shares; 2025Q2: 3,338 shares; 2025Q3: 3,246 shares 3,246 $362K 0.03% -92 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,834 shares; 2024Q4: 15,511 shares; 2025Q1: 14,889 shares; 2025Q2: 14,212 shares; 2025Q3: 13,773 shares 13,773 $351K 0.03% -439 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,009 shares 1,009 $344K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,621 shares; 2025Q1: 1,863 shares; 2025Q2: 1,631 shares; 2025Q3: 1,633 shares 1,633 $344K 0.03% +2 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,475 shares; 2025Q3: 1,600 shares 1,600 $340K 0.03% +125 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,678 shares; 2025Q1: not reported; 2025Q2: 3,625 shares; 2025Q3: 3,533 shares 3,533 $336K 0.03% -92 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 3,066 shares; 2025Q1: 3,452 shares; 2025Q2: 3,722 shares; 2025Q3: 2,459 shares 2,459 $330K 0.03% -1,263 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,239 shares; 2025Q1: 1,133 shares; 2025Q2: 1,196 shares; 2025Q3: 1,281 shares 1,281 $322K 0.03% +85 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,445 shares; 2025Q3: 9,973 shares 9,973 $318K 0.03% -1,472 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,248 shares; 2025Q1: 2,323 shares; 2025Q2: 2,174 shares; 2025Q3: 2,174 shares 2,174 $314K 0.03% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,757 shares; 2024Q4: 4,584 shares; 2025Q1: 4,554 shares; 2025Q2: 4,660 shares; 2025Q3: 4,663 shares 4,663 $312K 0.03% +3 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: not reported; 2025Q1: 3,235 shares; 2025Q2: not reported; 2025Q3: 4,118 shares 4,118 $310K 0.03% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 3,975 shares; 2025Q1: 3,975 shares; 2025Q2: 3,766 shares; 2025Q3: 3,767 shares 3,767 $310K 0.03% +1 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,142 shares; 2025Q3: 1,143 shares 1,143 $310K 0.03% +1 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 13,200 shares; 2025Q1: 13,400 shares; 2025Q2: 14,000 shares; 2025Q3: 14,080 shares 14,080 $307K 0.03% +80 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,366 shares; 2025Q1: 2,402 shares; 2025Q2: 3,003 shares; 2025Q3: 1,872 shares 1,872 $303K 0.03% -1,131 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,425 shares; 2025Q3: 2,428 shares 2,428 $301K 0.03% +3 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,050 shares; 2025Q3: 2,063 shares 2,063 $301K 0.03% +13 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 3,801 shares; 2025Q1: 3,801 shares; 2025Q2: 3,801 shares; 2025Q3: 3,801 shares 3,801 $296K 0.03% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,390 shares; 2025Q3: 1,394 shares 1,394 $292K 0.03% +4 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,164 shares; 2025Q1: 2,168 shares; 2025Q2: 2,171 shares; 2025Q3: 2,174 shares 2,174 $291K 0.03% +3 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 951 shares; 2025Q1: not reported; 2025Q2: 953 shares; 2025Q3: 1,136 shares 1,136 $279K 0.02% +183 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,689 shares; 2025Q1: 1,337 shares; 2025Q2: 1,350 shares; 2025Q3: 1,352 shares 1,352 $278K 0.02% +2 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 397 shares; 2025Q1: not reported; 2025Q2: 380 shares; 2025Q3: 380 shares 380 $273K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 999 shares; 2025Q3: 909 shares 909 $271K 0.02% -90 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,984 shares; 2024Q4: not reported; 2025Q1: 2,984 shares; 2025Q2: 2,984 shares; 2025Q3: 2,984 shares 2,984 $270K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 433 shares 433 $267K 0.02% -39 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 980 shares; 2025Q1: 670 shares; 2025Q2: 905 shares; 2025Q3: 753 shares 753 $266K 0.02% -152 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,122 shares; 2024Q4: 6,233 shares; 2025Q1: 6,028 shares; 2025Q2: 6,296 shares; 2025Q3: 5,927 shares 5,927 $260K 0.02% -369 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 2,095 shares; 2025Q1: 2,083 shares; 2025Q2: 2,117 shares; 2025Q3: 2,100 shares 2,100 $260K 0.02% -17 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 607 shares; 2025Q1: 582 shares; 2025Q2: 553 shares; 2025Q3: 553 shares 553 $259K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,485 shares; 2025Q1: 12,485 shares; 2025Q2: 14,985 shares; 2025Q3: 14,985 shares 14,985 $257K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,188 shares; 2025Q1: 1,196 shares; 2025Q2: 1,342 shares; 2025Q3: 1,206 shares 1,206 $253K 0.02% -136 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 2,980 shares; 2025Q1: not reported; 2025Q2: 2,230 shares; 2025Q3: 2,351 shares 2,351 $251K 0.02% +121 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,984 shares; 2025Q3: 2,906 shares 2,906 $251K 0.02% -78 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,295 shares; 2024Q4: 9,295 shares; 2025Q1: 9,295 shares; 2025Q2: 7,795 shares; 2025Q3: 7,795 shares 7,795 $246K 0.02% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares 1,128 $241K 0.02% new Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: not reported; 2025Q1: 9,092 shares; 2025Q2: 9,143 shares; 2025Q3: 9,202 shares 9,202 $237K 0.02% +59 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 797 shares; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 798 shares 798 $235K 0.02% +1 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 839 shares; 2025Q1: 804 shares; 2025Q2: 823 shares; 2025Q3: 825 shares 825 $233K 0.02% +2 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 44 shares; 2025Q3: 43 shares 43 $232K 0.02% -1 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares 1,290 $231K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237 shares 237 $230K 0.02% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 795 shares 795 $228K 0.02% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,687 shares; 2025Q3: 2,687 shares 2,687 $228K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 813 shares 813 $227K 0.02% +5 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 606 shares 606 $227K 0.02% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 461 shares; 2025Q3: 458 shares 458 $225K 0.02% -3 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,500 shares; 2024Q4: 22,500 shares; 2025Q1: 22,500 shares; 2025Q2: 22,500 shares; 2025Q3: 22,500 shares 22,500 $223K 0.02% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,748 shares; 2025Q3: 3,713 shares 3,713 $222K 0.02% -35 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,362 shares 2,362 $221K 0.02% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,912 shares; 2025Q3: 1,912 shares 1,912 $220K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,654 shares; 2025Q1: 1,050 shares; 2025Q2: 1,052 shares; 2025Q3: 1,053 shares 1,053 $217K 0.02% +1 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,234 shares 1,234 $215K 0.02% new Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,843 shares; 2025Q3: 1,648 shares 1,648 $215K 0.02% -195 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,966 shares; 2025Q3: 2,968 shares 2,968 $214K 0.02% +2 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 464 shares 464 $213K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,624 shares; 2025Q2: 2,700 shares; 2025Q3: 2,643 shares 2,643 $211K 0.02% -57 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 443 shares 443 $210K 0.02% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,893 shares; 2025Q2: 1,893 shares; 2025Q3: 1,893 shares 1,893 $210K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,638 shares; 2025Q2: 6,638 shares; 2025Q3: 6,638 shares 6,638 $208K 0.02% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 622 shares; 2025Q3: 622 shares 622 $205K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,561 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,115 shares 1,115 $203K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,875 shares 1,875 $202K 0.02% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 501 shares 501 $202K 0.02% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,865 shares 2,865 $201K 0.02% new Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,085 shares; 2025Q1: 17,085 shares; 2025Q2: 11,493 shares; 2025Q3: 11,493 shares 11,493 $109K 0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,514 shares; 2024Q4: 24,634 shares; 2025Q1: 24,634 shares; 2025Q2: 24,634 shares; 2025Q3: 24,634 shares 24,634 $55.5K <0.01% 0 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,821 shares 17,821 $22.1K <0.01% new Timeline