ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784,194 shares; 2024Q4: 815,056 shares; 2025Q1: 815,720 shares; 2025Q2: 864,811 shares; 2025Q3: 900,447 shares; 2025Q4: 918,312 shares 918,312 $137M 11.57% +17,865 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,621 shares; 2024Q4: 165,969 shares; 2025Q1: 163,813 shares; 2025Q2: 176,589 shares; 2025Q3: 180,084 shares; 2025Q4: 181,625 shares 181,625 $124M 10.54% +1,541 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,728 shares; 2024Q4: 250,392 shares; 2025Q1: 230,155 shares; 2025Q2: 257,112 shares; 2025Q3: 253,891 shares; 2025Q4: 247,833 shares 247,833 $92.6M 7.84% -6,058 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,841 shares; 2024Q4: 122,779 shares; 2025Q1: 126,712 shares; 2025Q2: 133,500 shares; 2025Q3: 136,190 shares; 2025Q4: 129,636 shares 129,636 $79.6M 6.75% -6,554 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,785 shares; 2024Q4: 757,613 shares; 2025Q1: 920,403 shares; 2025Q2: 968,519 shares; 2025Q3: 1,047,501 shares; 2025Q4: 1,125,212 shares 1,125,212 $75.5M 6.4% +77,711 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,109 shares; 2024Q4: 171,741 shares; 2025Q1: 168,524 shares; 2025Q2: 192,218 shares; 2025Q3: 191,449 shares; 2025Q4: 187,759 shares 187,759 $62.9M 5.33% -3,690 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; 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; 2025Q4: 2,294,238 shares 2,294,238 $60.2M 5.1% -14,315 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,134,105 shares; 2025Q2: 1,198,040 shares; 2025Q3: 1,216,639 shares; 2025Q4: 1,177,437 shares 1,177,437 $59.6M 5.05% -39,202 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,689 shares; 2024Q4: 154,588 shares; 2025Q1: 150,623 shares; 2025Q2: 155,787 shares; 2025Q3: 157,018 shares; 2025Q4: 156,657 shares 156,657 $42.6M 3.61% -361 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,038 shares; 2024Q4: 455,452 shares; 2025Q1: 424,904 shares; 2025Q2: 480,143 shares; 2025Q3: 472,826 shares; 2025Q4: 455,439 shares 455,439 $37.6M 3.18% -17,387 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,110 shares; 2025Q1: 186,558 shares; 2025Q2: 192,923 shares; 2025Q3: 213,994 shares; 2025Q4: 255,277 shares 255,277 $22.8M 1.93% +41,283 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,165 shares; 2024Q4: 50,123 shares; 2025Q1: 41,986 shares; 2025Q2: 48,256 shares; 2025Q3: 48,211 shares; 2025Q4: 47,966 shares 47,966 $22.7M 1.92% -245 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,812 shares; 2024Q4: 31,886 shares; 2025Q1: 26,834 shares; 2025Q2: 29,654 shares; 2025Q3: 29,433 shares; 2025Q4: 28,550 shares 28,550 $19.5M 1.65% -883 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,696 shares; 2024Q4: 36,827 shares; 2025Q1: 31,388 shares; 2025Q2: 38,385 shares; 2025Q3: 38,399 shares; 2025Q4: 39,675 shares 39,675 $19.2M 1.63% +1,276 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,557 shares; 2024Q4: 70,878 shares; 2025Q1: 68,148 shares; 2025Q2: 74,094 shares; 2025Q3: 85,406 shares; 2025Q4: 90,608 shares 90,608 $18.9M 1.61% +5,202 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,319 shares; 2024Q4: 236,707 shares; 2025Q1: 226,381 shares; 2025Q2: 222,819 shares; 2025Q3: 195,520 shares; 2025Q4: 228,413 shares 228,413 $15.1M 1.28% +32,893 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,058 shares; 2024Q4: 337,692 shares; 2025Q1: 330,150 shares; 2025Q2: 331,926 shares; 2025Q3: 329,852 shares; 2025Q4: 322,510 shares 322,510 $12.8M 1.08% -7,342 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,451 shares; 2024Q4: 449,830 shares; 2025Q1: 37,966 shares; 2025Q2: 46,359 shares; 2025Q3: 47,959 shares; 2025Q4: 47,597 shares 47,597 $11M 0.93% -362 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,166 shares; 2024Q4: 371,601 shares; 2025Q1: 360,170 shares; 2025Q2: 362,617 shares; 2025Q3: 361,149 shares; 2025Q4: 380,637 shares 380,637 $10.4M 0.88% +19,488 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,726 shares; 2024Q4: 19,978 shares; 2025Q1: 183,194 shares; 2025Q2: 205,578 shares; 2025Q3: 210,026 shares; 2025Q4: 194,004 shares 194,004 $9.76M 0.83% -16,022 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,037 shares; 2024Q4: 61,422 shares; 2025Q1: 61,297 shares; 2025Q2: 78,507 shares; 2025Q3: 126,163 shares; 2025Q4: 136,840 shares 136,840 $9.2M 0.78% +10,677 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,212 shares; 2025Q1: 8,571 shares; 2025Q2: 21,327 shares; 2025Q3: 30,480 shares; 2025Q4: 36,241 shares 36,241 $9.17M 0.78% +5,761 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,566 shares; 2025Q1: 11,475 shares; 2025Q2: 110,905 shares; 2025Q3: 117,676 shares; 2025Q4: 120,395 shares 120,395 $9.08M 0.77% +2,719 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,850 shares; 2025Q1: 2,858 shares; 2025Q2: 19,474 shares; 2025Q3: 19,830 shares; 2025Q4: 17,329 shares 17,329 $8.45M 0.72% -2,501 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,033 shares; 2024Q4: 97,490 shares; 2025Q1: 88,422 shares; 2025Q2: 126,700 shares; 2025Q3: 139,517 shares; 2025Q4: 151,545 shares 151,545 $7.69M 0.65% +12,028 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,700 shares; 2025Q4: 61,791 shares 61,791 $7.52M 0.64% +49,091 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,617 shares; 2024Q4: 20,485 shares; 2025Q1: 18,388 shares; 2025Q2: 22,263 shares; 2025Q3: 22,100 shares; 2025Q4: 22,921 shares 22,921 $7.17M 0.61% +821 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,803 shares; 2024Q4: 20,954 shares; 2025Q1: 20,579 shares; 2025Q2: 20,354 shares; 2025Q3: 20,279 shares; 2025Q4: 19,723 shares 19,723 $7.04M 0.6% -556 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,641 shares; 2024Q4: 33,317 shares; 2025Q1: 29,875 shares; 2025Q2: 34,995 shares; 2025Q3: 36,028 shares; 2025Q4: 34,773 shares 34,773 $6.49M 0.55% -1,255 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,310 shares; 2024Q4: 19,420 shares; 2025Q1: 14,887 shares; 2025Q2: 16,859 shares; 2025Q3: 17,129 shares; 2025Q4: 16,525 shares 16,525 $6.39M 0.54% -604 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,355 shares; 2024Q4: 125,482 shares; 2025Q1: 115,907 shares; 2025Q2: 114,188 shares; 2025Q3: 113,242 shares; 2025Q4: 112,212 shares 112,212 $6.03M 0.51% -1,030 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,744 shares; 2024Q4: 16,380 shares; 2025Q1: 14,568 shares; 2025Q2: 17,375 shares; 2025Q3: 18,025 shares; 2025Q4: 18,660 shares 18,660 $5.86M 0.5% +635 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,135 shares; 2024Q4: 18,259 shares; 2025Q1: 17,598 shares; 2025Q2: 18,507 shares; 2025Q3: 18,934 shares; 2025Q4: 17,250 shares 17,250 $5.56M 0.47% -1,684 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,836 shares; 2024Q4: 121,367 shares; 2025Q1: 108,355 shares; 2025Q2: 122,587 shares; 2025Q3: 125,283 shares; 2025Q4: 128,509 shares 128,509 $5.52M 0.47% +3,226 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,618 shares; 2025Q1: 38,204 shares; 2025Q2: 44,479 shares; 2025Q3: 44,401 shares; 2025Q4: 43,774 shares 43,774 $5.4M 0.46% -627 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,999 shares; 2024Q4: 8,633 shares; 2025Q1: 8,338 shares; 2025Q2: 25,808 shares; 2025Q3: 26,325 shares; 2025Q4: 27,311 shares 27,311 $5.22M 0.44% +986 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,947 shares; 2024Q4: 7,100 shares; 2025Q1: 6,349 shares; 2025Q2: 7,489 shares; 2025Q3: 7,794 shares; 2025Q4: 7,876 shares 7,876 $5.2M 0.44% +82 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,682 shares; 2024Q4: 20,652 shares; 2025Q1: 17,128 shares; 2025Q2: 23,772 shares; 2025Q3: 23,458 shares; 2025Q4: 23,652 shares 23,652 $5.2M 0.44% +194 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,116 shares; 2024Q4: 191,007 shares; 2025Q1: 188,634 shares; 2025Q2: 186,499 shares; 2025Q3: 182,562 shares; 2025Q4: 179,187 shares 179,187 $4.82M 0.41% -3,375 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,896 shares; 2024Q4: 17,457 shares; 2025Q1: 17,606 shares; 2025Q2: 18,835 shares; 2025Q3: 21,564 shares; 2025Q4: 22,775 shares 22,775 $4.79M 0.41% +1,211 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,434 shares; 2024Q4: 8,196 shares; 2025Q1: 7,839 shares; 2025Q2: 8,348 shares; 2025Q3: 9,534 shares; 2025Q4: 9,748 shares 9,748 $4.38M 0.37% +214 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 8,763 shares; 2025Q1: 8,808 shares; 2025Q2: 8,746 shares; 2025Q3: 8,906 shares; 2025Q4: 15,968 shares 15,968 $3.98M 0.34% +7,062 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,096 shares; 2024Q4: 33,959 shares; 2025Q1: 33,370 shares; 2025Q2: 35,081 shares; 2025Q3: 35,068 shares; 2025Q4: 34,846 shares 34,846 $3.72M 0.32% -222 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,147 shares; 2024Q4: 9,710 shares; 2025Q1: 9,015 shares; 2025Q2: 9,915 shares; 2025Q3: 9,917 shares; 2025Q4: 9,934 shares 9,934 $3.49M 0.3% +17 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,462 shares; 2024Q4: 4,817 shares; 2025Q1: 4,251 shares; 2025Q2: 4,856 shares; 2025Q3: 5,981 shares; 2025Q4: 5,414 shares 5,414 $3.4M 0.29% -567 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 10,244 shares; 2025Q1: 9,499 shares; 2025Q2: 9,504 shares; 2025Q3: 9,316 shares; 2025Q4: 9,129 shares 9,129 $3.14M 0.27% -187 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,736 shares; 2025Q3: 33,994 shares; 2025Q4: 35,487 shares 35,487 $3M 0.25% +1,493 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,208 shares; 2025Q3: 40,575 shares; 2025Q4: 41,168 shares 41,168 $2.86M 0.24% +593 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,707 shares; 2024Q4: 4,711 shares; 2025Q1: 4,711 shares; 2025Q2: 4,571 shares; 2025Q3: 4,486 shares; 2025Q4: 4,463 shares 4,463 $2.7M 0.23% -23 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,784 shares; 2024Q4: 24,680 shares; 2025Q1: 24,429 shares; 2025Q2: 22,702 shares; 2025Q3: 22,947 shares; 2025Q4: 23,248 shares 23,248 $2.6M 0.22% +301 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 6,439 shares; 2025Q1: 6,677 shares; 2025Q2: 6,798 shares; 2025Q3: 6,593 shares; 2025Q4: 6,872 shares 6,872 $2.38M 0.2% +279 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,221 shares; 2024Q4: 9,023 shares; 2025Q1: 9,407 shares; 2025Q2: 9,168 shares; 2025Q3: 9,535 shares; 2025Q4: 10,521 shares 10,521 $2.18M 0.18% +986 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,442 shares; 2024Q4: 27,470 shares; 2025Q1: 27,488 shares; 2025Q2: 27,510 shares; 2025Q3: 27,893 shares; 2025Q4: 28,047 shares 28,047 $2.08M 0.18% +154 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,666 shares; 2025Q1: 3,896 shares; 2025Q2: 13,625 shares; 2025Q3: 16,178 shares; 2025Q4: 22,200 shares 22,200 $1.99M 0.17% +6,022 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 1,673 shares; 2025Q1: 1,685 shares; 2025Q2: 1,706 shares; 2025Q3: 1,730 shares; 2025Q4: 1,745 shares 1,745 $1.87M 0.16% +15 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,252 shares; 2024Q4: 32,864 shares; 2025Q1: 30,307 shares; 2025Q2: 33,130 shares; 2025Q3: 32,365 shares; 2025Q4: 32,435 shares 32,435 $1.79M 0.15% +70 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 2,216 shares; 2025Q2: 2,218 shares; 2025Q3: 2,228 shares; 2025Q4: 4,468 shares 4,468 $1.77M 0.15% +2,240 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,468 shares; 2024Q4: 2,740 shares; 2025Q1: 1,970 shares; 2025Q2: 2,745 shares; 2025Q3: 3,053 shares; 2025Q4: 3,039 shares 3,039 $1.72M 0.15% -14 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,113 shares; 2024Q4: 13,309 shares; 2025Q1: 12,766 shares; 2025Q2: 12,287 shares; 2025Q3: 12,269 shares; 2025Q4: 12,306 shares 12,306 $1.71M 0.15% +37 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,823 shares; 2025Q3: 4,828 shares; 2025Q4: 5,572 shares 5,572 $1.62M 0.14% +744 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,165 shares; 2024Q4: 14,418 shares; 2025Q1: 14,283 shares; 2025Q2: 14,261 shares; 2025Q3: 13,809 shares; 2025Q4: 13,759 shares 13,759 $1.58M 0.13% -50 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,855 shares; 2024Q4: 9,872 shares; 2025Q1: 10,066 shares; 2025Q2: 9,813 shares; 2025Q3: 9,802 shares; 2025Q4: 9,714 shares 9,714 $1.39M 0.12% -88 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,046 shares; 2025Q1: 1,026 shares; 2025Q2: 1,034 shares; 2025Q3: 1,035 shares; 2025Q4: 1,126 shares 1,126 $1.26M 0.11% +91 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,522 shares; 2024Q4: 10,473 shares; 2025Q1: 10,482 shares; 2025Q2: 10,326 shares; 2025Q3: 13,467 shares; 2025Q4: 13,086 shares 13,086 $1.26M 0.11% -381 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,779 shares; 2024Q4: 8,891 shares; 2025Q1: 7,790 shares; 2025Q2: 8,852 shares; 2025Q3: 8,781 shares; 2025Q4: 8,794 shares 8,794 $1.24M 0.11% +13 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,153 shares; 2024Q4: 4,613 shares; 2025Q1: 3,740 shares; 2025Q2: 3,726 shares; 2025Q3: 3,973 shares; 2025Q4: 4,140 shares 4,140 $1.23M 0.1% +167 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,013 shares; 2025Q1: 2,015 shares; 2025Q2: 2,045 shares; 2025Q3: 2,048 shares; 2025Q4: 2,078 shares 2,078 $1.19M 0.1% +30 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 1,128 shares; 2025Q1: 945 shares; 2025Q2: 1,223 shares; 2025Q3: 1,319 shares; 2025Q4: 1,342 shares 1,342 $1.16M 0.1% +23 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 4,494 shares; 2025Q1: 3,105 shares; 2025Q2: 4,555 shares; 2025Q3: 4,466 shares; 2025Q4: 4,721 shares 4,721 $1.07M 0.09% +255 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 6,653 shares; 2025Q1: 7,448 shares; 2025Q2: 6,869 shares; 2025Q3: 6,925 shares; 2025Q4: 7,155 shares 7,155 $1.01M 0.09% +230 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,972 shares; 2024Q4: 5,004 shares; 2025Q1: 5,461 shares; 2025Q2: 5,107 shares; 2025Q3: 5,067 shares; 2025Q4: 5,162 shares 5,162 $1.01M 0.09% +95 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,402 shares; 2024Q4: 3,501 shares; 2025Q1: 3,303 shares; 2025Q2: 3,368 shares; 2025Q3: 3,379 shares; 2025Q4: 3,414 shares 3,414 $937K 0.08% +35 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,430 shares; 2024Q4: 9,293 shares; 2025Q1: 5,864 shares; 2025Q2: 6,081 shares; 2025Q3: 5,829 shares; 2025Q4: 9,281 shares 9,281 $927K 0.08% +3,452 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,410 shares; 2024Q4: 8,932 shares; 2025Q1: 8,299 shares; 2025Q2: 8,752 shares; 2025Q3: 8,525 shares; 2025Q4: 8,477 shares 8,477 $901K 0.08% -48 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,904 shares; 2024Q4: 5,917 shares; 2025Q1: 6,117 shares; 2025Q2: 6,178 shares; 2025Q3: 6,128 shares; 2025Q4: 6,165 shares 6,165 $895K 0.08% +37 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,725 shares; 2024Q4: 12,517 shares; 2025Q1: 4,498 shares; 2025Q2: 5,621 shares; 2025Q3: 7,587 shares; 2025Q4: 7,201 shares 7,201 $870K 0.07% -386 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 3,315 shares; 2025Q1: 2,684 shares; 2025Q2: 3,176 shares; 2025Q3: 3,145 shares; 2025Q4: 5,985 shares 5,985 $862K 0.07% +2,840 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 3,116 shares; 2025Q1: 2,806 shares; 2025Q2: 2,975 shares; 2025Q3: 3,035 shares; 2025Q4: 3,999 shares 3,999 $861K 0.07% +964 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,325 shares; 2024Q4: 5,070 shares; 2025Q1: 5,320 shares; 2025Q2: 5,345 shares; 2025Q3: 5,325 shares; 2025Q4: 5,329 shares 5,329 $858K 0.07% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,095 shares; 2025Q3: 2,044 shares; 2025Q4: 1,723 shares 1,723 $833K 0.07% -321 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,896 shares; 2024Q4: 11,159 shares; 2025Q1: 9,109 shares; 2025Q2: 10,224 shares; 2025Q3: 9,768 shares; 2025Q4: 9,761 shares 9,761 $822K 0.07% -7 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,307 shares; 2024Q4: 4,722 shares; 2025Q1: 4,576 shares; 2025Q2: 5,133 shares; 2025Q3: 5,324 shares; 2025Q4: 5,089 shares 5,089 $777K 0.07% -235 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,091 shares; 2025Q1: 2,091 shares; 2025Q2: 2,029 shares; 2025Q3: 1,969 shares; 2025Q4: 2,021 shares 2,021 $766K 0.06% +52 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 2,565 shares; 2025Q1: 2,611 shares; 2025Q2: 2,412 shares; 2025Q3: 2,424 shares; 2025Q4: 2,450 shares 2,450 $747K 0.06% +26 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 9,223 shares; 2025Q1: 8,677 shares; 2025Q2: 9,400 shares; 2025Q3: 8,985 shares; 2025Q4: 9,279 shares 9,279 $716K 0.06% +294 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,759 shares 7,759 $716K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,207 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares 17,000 $706K 0.06% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,255 shares; 2025Q1: 2,259 shares; 2025Q2: 2,259 shares; 2025Q3: 2,235 shares; 2025Q4: 2,240 shares 2,240 $705K 0.06% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 339 shares 339 $705K 0.06% +12 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,019 shares; 2025Q1: 4,051 shares; 2025Q2: 3,984 shares; 2025Q3: 3,635 shares; 2025Q4: 3,708 shares 3,708 $681K 0.06% +73 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,903 shares; 2024Q4: 7,776 shares; 2025Q1: 7,101 shares; 2025Q2: 7,110 shares; 2025Q3: 4,659 shares; 2025Q4: 4,674 shares 4,674 $671K 0.06% +15 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,988 shares; 2024Q4: 6,667 shares; 2025Q1: 4,829 shares; 2025Q2: 5,040 shares; 2025Q3: 6,292 shares; 2025Q4: 6,222 shares 6,222 $666K 0.06% -70 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,236 shares; 2025Q4: 14,723 shares 14,723 $662K 0.06% -3,513 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,638 shares; 2025Q1: 2,888 shares; 2025Q2: 2,583 shares; 2025Q3: 2,584 shares; 2025Q4: 2,568 shares 2,568 $632K 0.05% -16 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 638 shares; 2025Q2: 562 shares; 2025Q3: 584 shares; 2025Q4: 6,686 shares 6,686 $627K 0.05% +6,102 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 2,479 shares; 2025Q1: 2,738 shares; 2025Q2: 2,771 shares; 2025Q3: 2,772 shares; 2025Q4: 2,386 shares 2,386 $613K 0.05% -386 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,309 shares; 2024Q4: 4,221 shares; 2025Q1: 4,283 shares; 2025Q2: 3,750 shares; 2025Q3: 4,407 shares; 2025Q4: 4,491 shares 4,491 $596K 0.05% +84 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 1,950 shares; 2025Q1: 2,000 shares; 2025Q2: 2,045 shares; 2025Q3: 2,320 shares; 2025Q4: 2,157 shares 2,157 $569K 0.05% -163 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 1,689 shares; 2025Q1: 1,601 shares; 2025Q2: 1,717 shares; 2025Q3: 1,557 shares; 2025Q4: 1,753 shares 1,753 $540K 0.05% +196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 1,196 shares; 2025Q1: 1,263 shares; 2025Q2: 1,457 shares; 2025Q3: 1,427 shares; 2025Q4: 1,499 shares 1,499 $540K 0.05% +72 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 3,428 shares; 2025Q1: 3,477 shares; 2025Q2: 3,752 shares; 2025Q3: 4,681 shares; 2025Q4: 4,477 shares 4,477 $538K 0.05% -204 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,724 shares; 2025Q4: 8,492 shares 8,492 $537K 0.05% -232 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,529 shares; 2025Q1: 57,214 shares; 2025Q2: 53,814 shares; 2025Q3: 52,581 shares; 2025Q4: 40,649 shares 40,649 $520K 0.04% -11,932 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,518 shares; 2024Q4: 20,539 shares; 2025Q1: 20,464 shares; 2025Q2: 20,385 shares; 2025Q3: 20,262 shares; 2025Q4: 20,410 shares 20,410 $507K 0.04% +148 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 3,411 shares; 2025Q1: 2,311 shares; 2025Q2: 3,445 shares; 2025Q3: 3,343 shares; 2025Q4: 3,375 shares 3,375 $492K 0.04% +32 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,522 shares; 2025Q3: 1,495 shares; 2025Q4: 1,326 shares 1,326 $491K 0.04% -169 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 633 shares; 2025Q1: 692 shares; 2025Q2: 614 shares; 2025Q3: 622 shares; 2025Q4: 3,160 shares 3,160 $484K 0.04% +2,538 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,789 shares; 2025Q2: 2,574 shares; 2025Q3: 2,513 shares; 2025Q4: 2,677 shares 2,677 $477K 0.04% +164 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,937 shares; 2025Q1: 3,937 shares; 2025Q2: 8,847 shares; 2025Q3: 8,847 shares; 2025Q4: 8,847 shares 8,847 $467K 0.04% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 665 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 743 shares; 2025Q4: 699 shares 699 $461K 0.04% -44 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,366 shares; 2025Q1: 2,402 shares; 2025Q2: 3,003 shares; 2025Q3: 1,872 shares; 2025Q4: 2,093 shares 2,093 $447K 0.04% +221 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,641 shares; 2024Q4: 4,676 shares; 2025Q1: 4,448 shares; 2025Q2: 4,306 shares; 2025Q3: 4,361 shares; 2025Q4: 4,426 shares 4,426 $439K 0.04% +65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 5,628 shares; 2025Q1: 6,774 shares; 2025Q2: 9,000 shares; 2025Q3: 9,004 shares; 2025Q4: 8,013 shares 8,013 $439K 0.04% -991 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,301 shares; 2025Q1: 1,186 shares; 2025Q2: 1,545 shares; 2025Q3: 1,453 shares; 2025Q4: 1,322 shares 1,322 $437K 0.04% -131 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 3,801 shares; 2025Q1: 3,804 shares; 2025Q2: 3,735 shares; 2025Q3: 3,739 shares; 2025Q4: 3,743 shares 3,743 $437K 0.04% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 882 shares; 2025Q3: 882 shares; 2025Q4: 888 shares 888 $427K 0.04% +6 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 429 shares; 2025Q3: 462 shares; 2025Q4: 489 shares 489 $419K 0.04% +27 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,869 shares; 2025Q1: 1,863 shares; 2025Q2: 1,528 shares; 2025Q3: 1,517 shares; 2025Q4: 1,464 shares 1,464 $394K 0.03% -53 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,817 shares 4,817 $391K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 2,727 shares; 2025Q1: 2,727 shares; 2025Q2: 2,729 shares; 2025Q3: 2,729 shares; 2025Q4: 2,730 shares 2,730 $389K 0.03% +1 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,757 shares; 2024Q4: 4,584 shares; 2025Q1: 4,554 shares; 2025Q2: 4,660 shares; 2025Q3: 4,663 shares; 2025Q4: 5,433 shares 5,433 $380K 0.03% +770 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,834 shares; 2024Q4: 15,511 shares; 2025Q1: 14,889 shares; 2025Q2: 14,212 shares; 2025Q3: 13,773 shares; 2025Q4: 15,179 shares 15,179 $379K 0.03% +1,406 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,142 shares; 2025Q3: 1,143 shares; 2025Q4: 1,240 shares 1,240 $374K 0.03% +97 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,959 shares; 2025Q2: 6,953 shares; 2025Q3: 6,992 shares; 2025Q4: 7,045 shares 7,045 $373K 0.03% +53 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,475 shares; 2025Q3: 1,600 shares; 2025Q4: 1,540 shares 1,540 $371K 0.03% -60 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,425 shares; 2025Q3: 2,428 shares; 2025Q4: 2,577 shares 2,577 $345K 0.03% +149 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,226 shares; 2025Q1: 2,913 shares; 2025Q2: 2,997 shares; 2025Q3: 2,820 shares; 2025Q4: 2,734 shares 2,734 $342K 0.03% -86 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 433 shares; 2025Q4: 532 shares 532 $339K 0.03% +99 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,248 shares; 2025Q1: 2,323 shares; 2025Q2: 2,174 shares; 2025Q3: 2,174 shares; 2025Q4: 2,207 shares 2,207 $339K 0.03% +33 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,009 shares; 2025Q4: 1,003 shares 1,003 $338K 0.03% -6 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,445 shares; 2025Q3: 9,973 shares; 2025Q4: 10,025 shares 10,025 $327K 0.03% +52 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: not reported; 2025Q1: 3,235 shares; 2025Q2: not reported; 2025Q3: 4,118 shares; 2025Q4: 4,105 shares 4,105 $326K 0.03% -13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,621 shares; 2025Q1: 1,863 shares; 2025Q2: 1,631 shares; 2025Q3: 1,633 shares; 2025Q4: 1,641 shares 1,641 $319K 0.03% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,673 shares; 2025Q1: 1,073 shares; 2025Q2: 1,473 shares; 2025Q3: 1,737 shares; 2025Q4: 1,478 shares 1,478 $319K 0.03% -259 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 2,095 shares; 2025Q1: 2,083 shares; 2025Q2: 2,117 shares; 2025Q3: 2,100 shares; 2025Q4: 2,718 shares 2,718 $318K 0.03% +618 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,577 shares; 2024Q4: 10,652 shares; 2025Q1: 10,652 shares; 2025Q2: 10,652 shares; 2025Q3: 10,612 shares; 2025Q4: 9,162 shares 9,162 $316K 0.03% -1,450 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,239 shares; 2025Q1: 1,133 shares; 2025Q2: 1,196 shares; 2025Q3: 1,281 shares; 2025Q4: 1,288 shares 1,288 $311K 0.03% +7 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,230 shares 7,230 $309K 0.03% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,561 shares; 2024Q4: 7,357 shares; 2025Q1: 4,231 shares; 2025Q2: 3,338 shares; 2025Q3: 3,246 shares; 2025Q4: 2,792 shares 2,792 $308K 0.03% -454 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 839 shares; 2025Q1: 804 shares; 2025Q2: 823 shares; 2025Q3: 825 shares; 2025Q4: 922 shares 922 $302K 0.03% +97 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares; 2025Q4: 1,065 shares 1,065 $302K 0.03% -63 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,164 shares; 2025Q1: 2,168 shares; 2025Q2: 2,171 shares; 2025Q3: 2,174 shares; 2025Q4: 2,177 shares 2,177 $301K 0.03% +3 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,390 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares 1,394 $299K 0.03% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,624 shares; 2025Q2: 2,700 shares; 2025Q3: 2,643 shares; 2025Q4: 3,719 shares 3,719 $297K 0.03% +1,076 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,678 shares; 2025Q1: not reported; 2025Q2: 3,625 shares; 2025Q3: 3,533 shares; 2025Q4: 3,143 shares 3,143 $296K 0.03% -390 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 3,975 shares; 2025Q1: 3,975 shares; 2025Q2: 3,766 shares; 2025Q3: 3,767 shares; 2025Q4: 3,946 shares 3,946 $291K 0.02% +179 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,122 shares; 2024Q4: 6,233 shares; 2025Q1: 6,028 shares; 2025Q2: 6,296 shares; 2025Q3: 5,927 shares; 2025Q4: 6,998 shares 6,998 $287K 0.02% +1,071 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 792 shares 792 $279K 0.02% +170 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,362 shares; 2025Q4: 2,884 shares 2,884 $277K 0.02% +522 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,638 shares; 2025Q2: 6,638 shares; 2025Q3: 6,638 shares; 2025Q4: 8,638 shares 8,638 $277K 0.02% +2,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 3,801 shares; 2025Q1: 3,801 shares; 2025Q2: 3,801 shares; 2025Q3: 3,801 shares; 2025Q4: 3,238 shares 3,238 $276K 0.02% -563 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 999 shares; 2025Q3: 909 shares; 2025Q4: 910 shares 910 $275K 0.02% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,050 shares; 2025Q3: 2,063 shares; 2025Q4: 2,144 shares 2,144 $272K 0.02% +81 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,164 shares 2,164 $269K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,687 shares; 2025Q3: 2,687 shares; 2025Q4: 2,979 shares 2,979 $268K 0.02% +292 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 951 shares; 2025Q1: not reported; 2025Q2: 953 shares; 2025Q3: 1,136 shares; 2025Q4: 998 shares 998 $267K 0.02% -138 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,984 shares; 2024Q4: not reported; 2025Q1: 2,984 shares; 2025Q2: 2,984 shares; 2025Q3: 2,984 shares; 2025Q4: 2,984 shares 2,984 $266K 0.02% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,188 shares; 2025Q1: 1,196 shares; 2025Q2: 1,342 shares; 2025Q3: 1,206 shares; 2025Q4: 1,237 shares 1,237 $262K 0.02% +31 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 2,980 shares; 2025Q1: not reported; 2025Q2: 2,230 shares; 2025Q3: 2,351 shares; 2025Q4: 2,395 shares 2,395 $256K 0.02% +44 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 830 shares 830 $253K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: not reported; 2025Q1: 9,092 shares; 2025Q2: 9,143 shares; 2025Q3: 9,202 shares; 2025Q4: 9,260 shares 9,260 $246K 0.02% +58 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,689 shares; 2025Q1: 1,337 shares; 2025Q2: 1,350 shares; 2025Q3: 1,352 shares; 2025Q4: 1,303 shares 1,303 $245K 0.02% -49 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,442 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,474 shares 4,474 $242K 0.02% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,295 shares; 2024Q4: 9,295 shares; 2025Q1: 9,295 shares; 2025Q2: 7,795 shares; 2025Q3: 7,795 shares; 2025Q4: 7,795 shares 7,795 $241K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 44 shares; 2025Q3: 43 shares; 2025Q4: 66 shares 66 $238K 0.02% +23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 813 shares; 2025Q4: 826 shares 826 $237K 0.02% +13 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,893 shares; 2025Q2: 1,893 shares; 2025Q3: 1,893 shares; 2025Q4: 1,925 shares 1,925 $236K 0.02% +32 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 980 shares; 2025Q1: 670 shares; 2025Q2: 905 shares; 2025Q3: 753 shares; 2025Q4: 673 shares 673 $236K 0.02% -80 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 13,200 shares; 2025Q1: 13,400 shares; 2025Q2: 14,000 shares; 2025Q3: 14,080 shares; 2025Q4: 14,520 shares 14,520 $236K 0.02% +440 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237 shares; 2025Q4: 214 shares 214 $230K 0.02% -23 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 3,066 shares; 2025Q1: 3,452 shares; 2025Q2: 3,722 shares; 2025Q3: 2,459 shares; 2025Q4: 1,692 shares 1,692 $230K 0.02% -767 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,797 shares 3,797 $224K 0.02% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,654 shares; 2025Q1: 1,050 shares; 2025Q2: 1,052 shares; 2025Q3: 1,053 shares; 2025Q4: 1,055 shares 1,055 $224K 0.02% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,984 shares; 2025Q3: 2,906 shares; 2025Q4: 2,906 shares 2,906 $224K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 797 shares; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 798 shares; 2025Q4: 793 shares 793 $221K 0.02% -5 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,306 shares 6,306 $219K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,865 shares; 2025Q4: 3,343 shares 3,343 $217K 0.02% +478 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 397 shares; 2025Q1: not reported; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 404 shares 404 $216K 0.02% +24 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 461 shares; 2025Q3: 458 shares; 2025Q4: 458 shares 458 $215K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,748 shares; 2025Q3: 3,713 shares; 2025Q4: 3,376 shares 3,376 $211K 0.02% -337 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,966 shares; 2025Q3: 2,968 shares; 2025Q4: 2,968 shares 2,968 $209K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,561 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,115 shares; 2025Q4: 1,208 shares 1,208 $207K 0.02% +93 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 501 shares; 2025Q4: 502 shares 502 $207K 0.02% +1 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 607 shares; 2025Q1: 582 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 525 shares 525 $206K 0.02% -28 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,640 shares; 2025Q3: 2,559 shares; 2025Q4: 1,243 shares 1,243 $202K 0.02% -1,316 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,485 shares 12,485 $177K 0.01% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,514 shares; 2024Q4: 24,634 shares; 2025Q1: 24,634 shares; 2025Q2: 24,634 shares; 2025Q3: 24,634 shares; 2025Q4: 24,634 shares 24,634 $62.9K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,821 shares; 2025Q4: 28,725 shares 28,725 $23.8K <0.01% +10,904 Timeline