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: 252,699 shares; 2024Q4: 273,183 shares; 2025Q1: 288,860 shares; 2025Q2: 293,637 shares; 2025Q3: 303,156 shares; 2025Q4: 310,861 shares 310,861 $195M 7.27% +7,705 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: 474,260 shares; 2024Q4: 468,885 shares; 2025Q1: 488,385 shares; 2025Q2: 546,016 shares; 2025Q3: 549,958 shares; 2025Q4: 547,888 shares 547,888 $184M 6.85% -2,070 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: 2,094,026 shares; 2024Q4: 2,369,405 shares; 2025Q1: 2,506,843 shares; 2025Q2: 2,396,803 shares; 2025Q3: 2,403,369 shares; 2025Q4: 2,417,863 shares 2,417,863 $179M 6.69% +14,494 Timeline 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: 667,769 shares; 2024Q4: 664,668 shares; 2025Q1: 738,789 shares; 2025Q2: 878,592 shares; 2025Q3: 969,900 shares; 2025Q4: 1,051,877 shares 1,051,877 $156M 5.83% +81,977 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: 1,180,159 shares; 2024Q4: 1,271,609 shares; 2025Q1: 1,470,452 shares; 2025Q2: 1,562,593 shares; 2025Q3: 1,740,574 shares; 2025Q4: 1,880,287 shares 1,880,287 $142M 5.29% +139,713 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: 2,484,739 shares; 2024Q4: 2,834,248 shares; 2025Q1: 3,148,980 shares; 2025Q2: 3,208,908 shares; 2025Q3: 3,290,591 shares; 2025Q4: 3,321,411 shares 3,321,411 $131M 4.9% +30,820 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,535 shares; 2024Q4: 181,554 shares; 2025Q1: 660,669 shares; 2025Q2: 804,530 shares; 2025Q3: 1,136,494 shares; 2025Q4: 1,520,153 shares 1,520,153 $118M 4.41% +383,659 Timeline VT 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: 544,025 shares; 2024Q4: 593,172 shares; 2025Q1: 617,939 shares; 2025Q2: 694,534 shares; 2025Q3: 712,620 shares; 2025Q4: 716,978 shares 716,978 $101M 3.77% +4,358 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486,018 shares; 2024Q4: 1,567,205 shares; 2025Q1: 1,660,969 shares; 2025Q2: 1,736,995 shares; 2025Q3: 1,785,546 shares; 2025Q4: 1,824,816 shares 1,824,816 $69.5M 2.59% +39,270 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: 199,665 shares; 2024Q4: 196,007 shares; 2025Q1: 199,722 shares; 2025Q2: 202,137 shares; 2025Q3: 204,959 shares; 2025Q4: 216,708 shares 216,708 $58.9M 2.2% +11,749 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,767 shares; 2024Q4: 560,730 shares; 2025Q1: 575,088 shares; 2025Q2: 588,859 shares; 2025Q3: 631,836 shares; 2025Q4: 691,645 shares 691,645 $51.2M 1.91% +59,809 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: 242,944 shares; 2024Q4: 242,628 shares; 2025Q1: 245,033 shares; 2025Q2: 236,780 shares; 2025Q3: 236,207 shares; 2025Q4: 226,870 shares 226,870 $48M 1.79% -9,337 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: 23,337 shares; 2024Q4: 32,089 shares; 2025Q1: 145,177 shares; 2025Q2: 219,467 shares; 2025Q3: 289,103 shares; 2025Q4: 455,781 shares 455,781 $45.5M 1.7% +166,678 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: 274,419 shares; 2024Q4: 279,520 shares; 2025Q1: 286,946 shares; 2025Q2: 295,417 shares; 2025Q3: 316,988 shares; 2025Q4: 314,048 shares 314,048 $45.1M 1.68% -2,940 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,270 shares; 2024Q4: 232,026 shares; 2025Q1: 282,118 shares; 2025Q2: 305,121 shares; 2025Q3: 308,448 shares; 2025Q4: 312,336 shares 312,336 $40.9M 1.52% +3,888 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,105 shares; 2024Q4: 114,889 shares; 2025Q1: 114,254 shares; 2025Q2: 113,921 shares; 2025Q3: 113,980 shares; 2025Q4: 110,348 shares 110,348 $38.8M 1.45% -3,632 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: 480,574 shares; 2024Q4: 474,936 shares; 2025Q1: 475,144 shares; 2025Q2: 473,763 shares; 2025Q3: 475,595 shares; 2025Q4: 473,420 shares 473,420 $38.4M 1.43% -2,175 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,005 shares; 2024Q4: 232,933 shares; 2025Q1: 260,466 shares; 2025Q2: 292,764 shares; 2025Q3: 340,269 shares; 2025Q4: 402,208 shares 402,208 $33.1M 1.23% +61,939 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: 58,762 shares; 2024Q4: 59,422 shares; 2025Q1: 61,431 shares; 2025Q2: 62,156 shares; 2025Q3: 62,946 shares; 2025Q4: 67,928 shares 67,928 $32.9M 1.23% +4,982 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,573 shares; 2024Q4: 414,809 shares; 2025Q1: 446,808 shares; 2025Q2: 627,018 shares; 2025Q3: 655,912 shares; 2025Q4: 673,569 shares 673,569 $31.5M 1.18% +17,657 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: 40,403 shares; 2024Q4: 183,470 shares; 2025Q1: 307,642 shares; 2025Q2: 329,709 shares; 2025Q3: 351,027 shares; 2025Q4: 382,608 shares 382,608 $30.5M 1.14% +31,581 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: 73,453 shares; 2024Q4: 117,330 shares; 2025Q1: 158,295 shares; 2025Q2: 138,005 shares; 2025Q3: 143,029 shares; 2025Q4: 145,355 shares 145,355 $27.1M 1.01% +2,326 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: 58,103 shares; 2024Q4: 66,885 shares; 2025Q1: 70,141 shares; 2025Q2: 77,220 shares; 2025Q3: 87,548 shares; 2025Q4: 92,354 shares 92,354 $26.8M 1% +4,806 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: 10,106 shares; 2024Q4: 10,130 shares; 2025Q1: 14,259 shares; 2025Q2: 24,724 shares; 2025Q3: 35,242 shares; 2025Q4: 50,797 shares 50,797 $24.8M 0.92% +15,555 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,961 shares; 2024Q4: 151,383 shares; 2025Q1: 154,632 shares; 2025Q2: 149,826 shares; 2025Q3: 153,713 shares; 2025Q4: 212,973 shares 212,973 $23.8M 0.89% +59,260 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: 178,011 shares; 2024Q4: 192,416 shares; 2025Q1: 266,548 shares; 2025Q2: 254,896 shares; 2025Q3: 266,964 shares; 2025Q4: 263,693 shares 263,693 $21.8M 0.81% -3,271 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,022 shares; 2024Q4: 110,675 shares; 2025Q1: 108,966 shares; 2025Q2: 106,781 shares; 2025Q3: 105,882 shares; 2025Q4: 103,413 shares 103,413 $21.2M 0.79% -2,469 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,945 shares; 2024Q4: 663,624 shares; 2025Q1: 697,869 shares; 2025Q2: 628,904 shares; 2025Q3: 628,875 shares; 2025Q4: 635,274 shares 635,274 $20.9M 0.78% +6,399 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: 14,237 shares; 2024Q4: 31,547 shares; 2025Q1: 43,542 shares; 2025Q2: 44,886 shares; 2025Q3: 47,778 shares; 2025Q4: 49,269 shares 49,269 $20.3M 0.76% +1,491 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: 151,744 shares; 2024Q4: 151,363 shares; 2025Q1: 161,687 shares; 2025Q2: 252,643 shares; 2025Q3: 303,322 shares; 2025Q4: 314,532 shares 314,532 $19.6M 0.73% +11,210 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: 47,784 shares; 2024Q4: 50,369 shares; 2025Q1: 54,610 shares; 2025Q2: 55,177 shares; 2025Q3: 59,989 shares; 2025Q4: 59,524 shares 59,524 $18.6M 0.69% -465 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 2,771 shares; 2025Q2: 3,778 shares; 2025Q3: 37,749 shares; 2025Q4: 238,864 shares 238,864 $18.6M 0.69% +201,115 Timeline IWN 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: 105,047 shares; 2024Q4: 103,224 shares; 2025Q1: 103,254 shares; 2025Q2: 105,009 shares; 2025Q3: 102,318 shares; 2025Q4: 99,955 shares 99,955 $18.1M 0.68% -2,363 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: 21,166 shares; 2024Q4: 24,257 shares; 2025Q1: 25,112 shares; 2025Q2: 26,633 shares; 2025Q3: 26,536 shares; 2025Q4: 25,662 shares 25,662 $17.6M 0.66% -874 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: 149,411 shares; 2024Q4: 440,230 shares; 2025Q1: 491,647 shares; 2025Q2: 568,259 shares; 2025Q3: 650,806 shares; 2025Q4: 648,395 shares 648,395 $17M 0.63% -2,411 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,973 shares; 2024Q4: 20,485 shares; 2025Q1: 39,529 shares; 2025Q2: 96,446 shares; 2025Q3: 137,754 shares; 2025Q4: 164,133 shares 164,133 $16.7M 0.62% +26,379 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: 51,091 shares; 2024Q4: 55,020 shares; 2025Q1: 57,876 shares; 2025Q2: 58,603 shares; 2025Q3: 67,685 shares; 2025Q4: 70,609 shares 70,609 $16.3M 0.61% +2,924 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,243 shares; 2024Q4: 295,872 shares; 2025Q1: 310,982 shares; 2025Q2: 308,752 shares; 2025Q3: 309,220 shares; 2025Q4: 327,153 shares 327,153 $16.2M 0.61% +17,933 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: 16,562 shares; 2024Q4: 16,586 shares; 2025Q1: 16,694 shares; 2025Q2: 17,654 shares; 2025Q3: 17,660 shares; 2025Q4: 20,960 shares 20,960 $14.3M 0.53% +3,300 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: 23,699 shares; 2024Q4: 24,808 shares; 2025Q1: 24,687 shares; 2025Q2: 24,587 shares; 2025Q3: 24,835 shares; 2025Q4: 25,933 shares 25,933 $13M 0.49% +1,098 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,680 shares; 2024Q4: 419,031 shares; 2025Q1: 437,081 shares; 2025Q2: 510,143 shares; 2025Q3: 512,513 shares; 2025Q4: 518,515 shares 518,515 $12.5M 0.46% +6,002 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: 57,785 shares; 2024Q4: 57,734 shares; 2025Q1: 59,684 shares; 2025Q2: 64,065 shares; 2025Q3: 65,245 shares; 2025Q4: 64,782 shares 64,782 $12.4M 0.46% -463 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: 198,988 shares; 2024Q4: 207,652 shares; 2025Q1: 214,892 shares; 2025Q2: 223,119 shares; 2025Q3: 224,902 shares; 2025Q4: 227,963 shares 227,963 $12.3M 0.46% +3,061 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: 11,098 shares; 2024Q4: 11,789 shares; 2025Q1: 12,710 shares; 2025Q2: 13,274 shares; 2025Q3: 14,882 shares; 2025Q4: 17,302 shares 17,302 $11.4M 0.43% +2,420 Timeline SPMD 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: 93,267 shares; 2024Q4: 115,495 shares; 2025Q1: 142,578 shares; 2025Q2: 153,067 shares; 2025Q3: 173,072 shares; 2025Q4: 176,251 shares 176,251 $10.2M 0.38% +3,179 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,539 shares; 2024Q4: 20,250 shares; 2025Q1: 35,191 shares; 2025Q2: 35,655 shares; 2025Q3: 36,961 shares; 2025Q4: 33,892 shares 33,892 $9.67M 0.36% -3,069 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,032 shares; 2024Q4: 104,476 shares; 2025Q1: 104,289 shares; 2025Q2: 104,889 shares; 2025Q3: 104,513 shares; 2025Q4: 98,084 shares 98,084 $8.37M 0.31% -6,429 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,204 shares; 2024Q4: 84,286 shares; 2025Q1: 84,642 shares; 2025Q2: 106,711 shares; 2025Q3: 112,880 shares; 2025Q4: 113,675 shares 113,675 $8.26M 0.31% +795 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: 21,155 shares; 2024Q4: 24,130 shares; 2025Q1: 21,966 shares; 2025Q2: 21,487 shares; 2025Q3: 21,817 shares; 2025Q4: 23,634 shares 23,634 $8.18M 0.31% +1,817 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: 55,477 shares; 2024Q4: 65,918 shares; 2025Q1: 71,219 shares; 2025Q2: 70,902 shares; 2025Q3: 71,702 shares; 2025Q4: 74,231 shares 74,231 $7.92M 0.3% +2,529 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,849 shares; 2024Q4: 22,448 shares; 2025Q1: 22,507 shares; 2025Q2: 22,595 shares; 2025Q3: 21,839 shares; 2025Q4: 131,795 shares 131,795 $7.85M 0.29% +109,956 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 31,734 shares; 2025Q3: 31,734 shares; 2025Q4: 33,468 shares 33,468 $7.45M 0.28% +1,734 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: 10,747 shares; 2024Q4: 12,369 shares; 2025Q1: 19,436 shares; 2025Q2: 19,442 shares; 2025Q3: 19,968 shares; 2025Q4: 21,163 shares 21,163 $6.82M 0.25% +1,195 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: 13,004 shares; 2024Q4: 18,930 shares; 2025Q1: 24,214 shares; 2025Q2: 24,591 shares; 2025Q3: 27,875 shares; 2025Q4: 29,260 shares 29,260 $6.69M 0.25% +1,385 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,117 shares; 2024Q4: 193,905 shares; 2025Q1: 219,668 shares; 2025Q2: 237,976 shares; 2025Q3: 259,666 shares; 2025Q4: 251,623 shares 251,623 $6.48M 0.24% -8,043 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: 15,250 shares; 2024Q4: 16,165 shares; 2025Q1: 16,335 shares; 2025Q2: 15,934 shares; 2025Q3: 17,358 shares; 2025Q4: 19,273 shares 19,273 $6.31M 0.24% +1,915 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,165 shares; 2024Q4: 94,290 shares; 2025Q1: 91,820 shares; 2025Q2: 88,754 shares; 2025Q3: 88,712 shares; 2025Q4: 88,653 shares 88,653 $6.18M 0.23% -59 Timeline SGOV 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: 5,053 shares; 2025Q2: 6,103 shares; 2025Q3: 8,325 shares; 2025Q4: 60,918 shares 60,918 $6.11M 0.23% +52,593 Timeline BRK-A 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 8 shares 8 $6.04M 0.23% +5 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: 17,391 shares; 2024Q4: 18,077 shares; 2025Q1: 19,109 shares; 2025Q2: 19,081 shares; 2025Q3: 20,016 shares; 2025Q4: 20,371 shares 20,371 $6.03M 0.23% +355 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: 8,422 shares; 2024Q4: 9,158 shares; 2025Q1: 10,485 shares; 2025Q2: 10,292 shares; 2025Q3: 10,576 shares; 2025Q4: 10,485 shares 10,485 $6.01M 0.22% -91 Timeline MGC 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: 24,635 shares; 2024Q4: 25,718 shares; 2025Q1: 29,043 shares; 2025Q2: 24,724 shares; 2025Q3: 24,496 shares; 2025Q4: 23,795 shares 23,795 $5.98M 0.22% -701 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: 57,225 shares; 2024Q4: 58,926 shares; 2025Q1: 64,490 shares; 2025Q2: 67,763 shares; 2025Q3: 70,182 shares; 2025Q4: 70,243 shares 70,243 $5.95M 0.22% +61 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: 5,404 shares; 2024Q4: 6,046 shares; 2025Q1: 8,002 shares; 2025Q2: 9,919 shares; 2025Q3: 9,694 shares; 2025Q4: 9,669 shares 9,669 $5.94M 0.22% -25 Timeline VONE 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: 15,037 shares; 2024Q4: 15,054 shares; 2025Q1: 16,113 shares; 2025Q2: 15,490 shares; 2025Q3: 18,916 shares; 2025Q4: 18,979 shares 18,979 $5.87M 0.22% +63 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: 36,766 shares; 2024Q4: 36,441 shares; 2025Q1: 37,156 shares; 2025Q2: 40,045 shares; 2025Q3: 38,742 shares; 2025Q4: 47,612 shares 47,612 $5.8M 0.22% +8,870 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: 40,796 shares; 2024Q4: 45,359 shares; 2025Q1: 59,037 shares; 2025Q2: 32,117 shares; 2025Q3: 43,754 shares; 2025Q4: 53,658 shares 53,658 $5.75M 0.21% +9,904 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: 44,116 shares; 2024Q4: 51,447 shares; 2025Q1: 64,110 shares; 2025Q2: 64,023 shares; 2025Q3: 67,885 shares; 2025Q4: 72,634 shares 72,634 $5.6M 0.21% +4,749 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,338 shares; 2024Q4: 6,052 shares; 2025Q1: 10,927 shares; 2025Q2: 11,271 shares; 2025Q3: 12,141 shares; 2025Q4: 12,168 shares 12,168 $5.47M 0.2% +27 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: 3,496 shares; 2024Q4: 4,036 shares; 2025Q1: 4,577 shares; 2025Q2: 4,497 shares; 2025Q3: 4,543 shares; 2025Q4: 4,392 shares 4,392 $5.34M 0.2% -151 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: 4,174 shares; 2024Q4: 4,641 shares; 2025Q1: 5,752 shares; 2025Q2: 5,843 shares; 2025Q3: 5,722 shares; 2025Q4: 5,923 shares 5,923 $5.21M 0.19% +201 Timeline EFV 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: 75,178 shares; 2024Q4: 75,527 shares; 2025Q1: 70,884 shares; 2025Q2: 70,729 shares; 2025Q3: 69,961 shares; 2025Q4: 70,262 shares 70,262 $5.02M 0.19% +301 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: 13,583 shares; 2024Q4: 14,466 shares; 2025Q1: 14,862 shares; 2025Q2: 14,976 shares; 2025Q3: 15,269 shares; 2025Q4: 15,477 shares 15,477 $4.86M 0.18% +208 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,917 shares; 2024Q4: 5,023 shares; 2025Q1: 5,580 shares; 2025Q2: 6,264 shares; 2025Q3: 6,320 shares; 2025Q4: 6,398 shares 6,398 $4.82M 0.18% +78 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: 39,249 shares; 2024Q4: 46,056 shares; 2025Q1: 50,038 shares; 2025Q2: 49,942 shares; 2025Q3: 50,068 shares; 2025Q4: 50,107 shares 50,107 $4.51M 0.17% +39 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: 32,504 shares; 2024Q4: 32,260 shares; 2025Q1: 32,604 shares; 2025Q2: 38,400 shares; 2025Q3: 38,006 shares; 2025Q4: 48,337 shares 48,337 $4.46M 0.17% +10,331 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: 13,643 shares; 2024Q4: 19,872 shares; 2025Q1: 19,943 shares; 2025Q2: 20,122 shares; 2025Q3: 20,305 shares; 2025Q4: 19,972 shares 19,972 $4.39M 0.16% -333 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: 28,230 shares; 2024Q4: 37,497 shares; 2025Q1: 45,607 shares; 2025Q2: 73,512 shares; 2025Q3: 75,559 shares; 2025Q4: 85,904 shares 85,904 $4.35M 0.16% +10,345 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: 13,001 shares; 2024Q4: 13,820 shares; 2025Q1: 27,024 shares; 2025Q2: 27,587 shares; 2025Q3: 31,811 shares; 2025Q4: 35,608 shares 35,608 $4.28M 0.16% +3,797 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 4,559 shares; 2025Q1: 6,949 shares; 2025Q2: 7,484 shares; 2025Q3: 8,120 shares; 2025Q4: 9,573 shares 9,573 $4.26M 0.16% +1,453 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,013 shares; 2024Q4: 18,581 shares; 2025Q1: 25,751 shares; 2025Q2: 25,057 shares; 2025Q3: 27,470 shares; 2025Q4: 29,120 shares 29,120 $4.22M 0.16% +1,650 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: 9,956 shares; 2024Q4: 14,669 shares; 2025Q1: 27,376 shares; 2025Q2: 27,803 shares; 2025Q3: 31,740 shares; 2025Q4: 36,748 shares 36,748 $4.09M 0.15% +5,008 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: 24,083 shares; 2024Q4: 24,371 shares; 2025Q1: 23,981 shares; 2025Q2: 25,786 shares; 2025Q3: 27,535 shares; 2025Q4: 27,378 shares 27,378 $3.92M 0.15% -157 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: 10,865 shares; 2024Q4: 10,868 shares; 2025Q1: 10,353 shares; 2025Q2: 10,264 shares; 2025Q3: 10,100 shares; 2025Q4: 10,050 shares 10,050 $3.89M 0.14% -50 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: 3,087 shares; 2024Q4: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 12,076 shares; 2025Q3: 12,081 shares; 2025Q4: 12,089 shares 12,089 $3.81M 0.14% +8 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,713 shares; 2024Q4: 56,728 shares; 2025Q1: 56,610 shares; 2025Q2: 53,963 shares; 2025Q3: 47,122 shares; 2025Q4: 42,229 shares 42,229 $3.74M 0.14% -4,893 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC 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: 24,569 shares; 2025Q2: 26,655 shares; 2025Q3: 31,978 shares; 2025Q4: 35,414 shares 35,414 $3.4M 0.13% +3,436 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,514 shares; 2024Q4: 33,604 shares; 2025Q1: 34,113 shares; 2025Q2: 35,029 shares; 2025Q3: 34,755 shares; 2025Q4: 36,497 shares 36,497 $3.38M 0.13% +1,742 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,793 shares; 2024Q4: 13,793 shares; 2025Q1: 13,793 shares; 2025Q2: 13,793 shares; 2025Q3: 12,793 shares; 2025Q4: 12,793 shares 12,793 $3.28M 0.12% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,732 shares; 2024Q4: 98,810 shares; 2025Q1: 98,777 shares; 2025Q2: 96,802 shares; 2025Q3: 99,192 shares; 2025Q4: 111,840 shares 111,840 $3.27M 0.12% +12,648 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,616 shares; 2024Q4: 65,773 shares; 2025Q1: 70,350 shares; 2025Q2: 69,684 shares; 2025Q3: 69,379 shares; 2025Q4: 70,016 shares 70,016 $3.26M 0.12% +637 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: 11,544 shares; 2024Q4: 18,498 shares; 2025Q1: 19,662 shares; 2025Q2: 48,724 shares; 2025Q3: 51,291 shares; 2025Q4: 57,279 shares 57,279 $3.14M 0.12% +5,988 Timeline SCHZ 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: 19,503 shares; 2024Q4: 37,608 shares; 2025Q1: 96,868 shares; 2025Q2: 97,380 shares; 2025Q3: 106,868 shares; 2025Q4: 127,505 shares 127,505 $2.98M 0.11% +20,637 Timeline SCHM 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: 36,119 shares; 2024Q4: 115,595 shares; 2025Q1: 115,166 shares; 2025Q2: 94,923 shares; 2025Q3: 95,025 shares; 2025Q4: 95,926 shares 95,926 $2.88M 0.11% +901 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: 18,908 shares; 2024Q4: 20,238 shares; 2025Q1: 19,780 shares; 2025Q2: 19,762 shares; 2025Q3: 19,784 shares; 2025Q4: 19,946 shares 19,946 $2.86M 0.11% +162 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: 1,807 shares; 2024Q4: 2,551 shares; 2025Q1: 2,563 shares; 2025Q2: 2,580 shares; 2025Q3: 2,607 shares; 2025Q4: 2,660 shares 2,660 $2.86M 0.11% +53 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: 32,414 shares; 2024Q4: 97,036 shares; 2025Q1: 96,825 shares; 2025Q2: 101,162 shares; 2025Q3: 101,686 shares; 2025Q4: 105,883 shares 105,883 $2.85M 0.11% +4,197 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: 10,640 shares; 2024Q4: 12,380 shares; 2025Q1: 17,590 shares; 2025Q2: 17,541 shares; 2025Q3: 12,484 shares; 2025Q4: 13,541 shares 13,541 $2.8M 0.1% +1,057 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: 402 shares; 2024Q4: 391 shares; 2025Q1: 459 shares; 2025Q2: 434 shares; 2025Q3: 443 shares; 2025Q4: 510 shares 510 $2.73M 0.1% +67 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: 6,867 shares; 2024Q4: 7,027 shares; 2025Q1: 9,417 shares; 2025Q2: 9,938 shares; 2025Q3: 11,989 shares; 2025Q4: 10,234 shares 10,234 $2.71M 0.1% -1,755 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,462 shares; 2025Q1: 4,416 shares; 2025Q2: 4,096 shares; 2025Q3: 4,653 shares; 2025Q4: 5,508 shares 5,508 $2.7M 0.1% +855 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: 19,222 shares; 2024Q4: 19,171 shares; 2025Q1: 19,179 shares; 2025Q2: 18,955 shares; 2025Q3: 18,964 shares; 2025Q4: 18,473 shares 18,473 $2.61M 0.1% -491 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,474 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,717 shares; 2025Q4: 22,963 shares 22,963 $2.59M 0.1% +1,246 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: 2,574 shares; 2024Q4: 2,555 shares; 2025Q1: 6,918 shares; 2025Q2: 7,113 shares; 2025Q3: 9,345 shares; 2025Q4: 9,752 shares 9,752 $2.47M 0.09% +407 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,643 shares; 2024Q4: 6,937 shares; 2025Q1: 6,991 shares; 2025Q2: 9,717 shares; 2025Q3: 9,356 shares; 2025Q4: 9,501 shares 9,501 $2.45M 0.09% +145 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: 12,508 shares; 2024Q4: 12,639 shares; 2025Q1: 12,566 shares; 2025Q2: 12,571 shares; 2025Q3: 12,494 shares; 2025Q4: 12,494 shares 12,494 $2.44M 0.09% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,522 shares; 2024Q4: 5,694 shares; 2025Q1: 5,513 shares; 2025Q2: 5,338 shares; 2025Q3: 6,523 shares; 2025Q4: 14,202 shares 14,202 $2.43M 0.09% +7,679 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: 18,369 shares; 2024Q4: 22,485 shares; 2025Q1: 23,187 shares; 2025Q2: 22,504 shares; 2025Q3: 22,635 shares; 2025Q4: 22,792 shares 22,792 $2.4M 0.09% +157 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 1,856 shares; 2025Q1: 6,334 shares; 2025Q2: 6,334 shares; 2025Q3: 6,334 shares; 2025Q4: 6,423 shares 6,423 $2.4M 0.09% +89 Timeline HFFG HF FOODS GROUP INC More: the full row for HF FOODS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110,712 shares; 2024Q4: 1,110,712 shares; 2025Q1: 1,110,712 shares; 2025Q2: 1,063,342 shares; 2025Q3: 1,063,342 shares; 2025Q4: 1,063,342 shares 1,063,342 $2.29M 0.09% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,851 shares; 2025Q2: 20,150 shares; 2025Q3: 22,378 shares; 2025Q4: 27,015 shares 27,015 $2.21M 0.08% +4,637 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: not reported; 2024Q4: 2,059 shares; 2025Q1: 3,019 shares; 2025Q2: 3,009 shares; 2025Q3: 4,154 shares; 2025Q4: 4,540 shares 4,540 $2.2M 0.08% +386 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,465 shares; 2024Q4: 32,212 shares; 2025Q1: 53,750 shares; 2025Q2: 46,088 shares; 2025Q3: 49,527 shares; 2025Q4: 49,049 shares 49,049 $2.18M 0.08% -478 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: 6,214 shares; 2024Q4: 6,229 shares; 2025Q1: 6,598 shares; 2025Q2: 7,175 shares; 2025Q3: 7,028 shares; 2025Q4: 15,087 shares 15,087 $2.17M 0.08% +8,059 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,901 shares; 2024Q4: 7,027 shares; 2025Q1: 7,574 shares; 2025Q2: 8,679 shares; 2025Q3: 11,621 shares; 2025Q4: 12,209 shares 12,209 $2.17M 0.08% +588 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: 9,417 shares; 2024Q4: 9,398 shares; 2025Q1: 9,885 shares; 2025Q2: 10,103 shares; 2025Q3: 10,151 shares; 2025Q4: 10,338 shares 10,338 $2.16M 0.08% +187 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: 5,621 shares; 2024Q4: 6,279 shares; 2025Q1: 5,826 shares; 2025Q2: 6,261 shares; 2025Q3: 6,471 shares; 2025Q4: 6,153 shares 6,153 $2.16M 0.08% -318 Timeline MGV 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: 29,682 shares; 2024Q4: 29,512 shares; 2025Q1: 29,819 shares; 2025Q2: 29,540 shares; 2025Q3: 15,262 shares; 2025Q4: 15,182 shares 15,182 $2.14M 0.08% -80 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,921 shares; 2024Q4: 60,215 shares; 2025Q1: 59,287 shares; 2025Q2: 68,293 shares; 2025Q3: 65,715 shares; 2025Q4: 64,931 shares 64,931 $2.11M 0.08% -784 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: 15,629 shares; 2024Q4: 16,035 shares; 2025Q1: 16,074 shares; 2025Q2: 16,457 shares; 2025Q3: 16,884 shares; 2025Q4: 17,406 shares 17,406 $2.09M 0.08% +522 Timeline VGSH 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: 29,799 shares; 2025Q1: 33,213 shares; 2025Q2: 32,741 shares; 2025Q3: 32,958 shares; 2025Q4: 35,486 shares 35,486 $2.08M 0.08% +2,528 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,617 shares; 2024Q4: 12,553 shares; 2025Q1: 15,332 shares; 2025Q2: 15,740 shares; 2025Q3: 15,955 shares; 2025Q4: 16,213 shares 16,213 $2.07M 0.08% +258 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,918 shares; 2025Q1: 6,127 shares; 2025Q2: 18,099 shares; 2025Q3: 17,980 shares; 2025Q4: 41,413 shares 41,413 $2.06M 0.08% +23,433 Timeline TIP 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: 22,396 shares; 2024Q4: 22,319 shares; 2025Q1: 18,873 shares; 2025Q2: 16,920 shares; 2025Q3: 16,920 shares; 2025Q4: 18,771 shares 18,771 $2.06M 0.08% +1,851 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,019 shares; 2024Q4: 14,116 shares; 2025Q1: 41,008 shares; 2025Q2: 39,205 shares; 2025Q3: 39,965 shares; 2025Q4: 40,849 shares 40,849 $2.04M 0.08% +884 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,376 shares; 2024Q4: 17,239 shares; 2025Q1: 17,162 shares; 2025Q2: not reported; 2025Q3: 16,886 shares; 2025Q4: 15,756 shares 15,756 $1.98M 0.07% -1,130 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,396 shares; 2024Q4: 9,567 shares; 2025Q1: 12,090 shares; 2025Q2: 12,102 shares; 2025Q3: 12,567 shares; 2025Q4: 12,854 shares 12,854 $1.98M 0.07% +287 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: 4,725 shares; 2024Q4: 4,695 shares; 2025Q1: 4,886 shares; 2025Q2: 4,712 shares; 2025Q3: 5,557 shares; 2025Q4: 5,705 shares 5,705 $1.96M 0.07% +148 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: 22,338 shares; 2024Q4: 23,717 shares; 2025Q1: 26,016 shares; 2025Q2: 28,164 shares; 2025Q3: 28,612 shares; 2025Q4: 29,437 shares 29,437 $1.94M 0.07% +825 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: 2,903 shares; 2024Q4: 2,832 shares; 2025Q1: 3,054 shares; 2025Q2: 2,835 shares; 2025Q3: 3,619 shares; 2025Q4: 4,082 shares 4,082 $1.93M 0.07% +463 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: 5,262 shares; 2024Q4: 5,301 shares; 2025Q1: 19,621 shares; 2025Q2: 19,517 shares; 2025Q3: 19,524 shares; 2025Q4: 19,533 shares 19,533 $1.88M 0.07% +9 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,663 shares; 2024Q4: 4,677 shares; 2025Q1: 4,773 shares; 2025Q2: 4,864 shares; 2025Q3: 4,803 shares; 2025Q4: 5,884 shares 5,884 $1.87M 0.07% +1,081 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: 4,038 shares; 2024Q4: 7,718 shares; 2025Q1: 12,503 shares; 2025Q2: 11,905 shares; 2025Q3: 15,735 shares; 2025Q4: 15,136 shares 15,136 $1.87M 0.07% -599 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 8,638 shares; 2025Q1: 29,913 shares; 2025Q2: 29,690 shares; 2025Q3: 29,690 shares; 2025Q4: 28,434 shares 28,434 $1.83M 0.07% -1,256 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: 7,568 shares; 2024Q4: 7,591 shares; 2025Q1: 7,576 shares; 2025Q2: 7,444 shares; 2025Q3: 7,453 shares; 2025Q4: 7,476 shares 7,476 $1.8M 0.07% +23 Timeline VSS 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: 12,319 shares; 2024Q4: 13,404 shares; 2025Q1: 13,755 shares; 2025Q2: 12,363 shares; 2025Q3: 12,656 shares; 2025Q4: 12,578 shares 12,578 $1.8M 0.07% -78 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,467 shares; 2024Q4: 11,467 shares; 2025Q1: 11,637 shares; 2025Q2: 11,241 shares; 2025Q3: 11,221 shares; 2025Q4: 11,238 shares 11,238 $1.8M 0.07% +17 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: 2,942 shares; 2024Q4: 3,443 shares; 2025Q1: 1,657 shares; 2025Q2: 1,531 shares; 2025Q3: 4,074 shares; 2025Q4: 4,993 shares 4,993 $1.75M 0.07% +919 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 802 shares; 2025Q1: 756 shares; 2025Q2: 721 shares; 2025Q3: 724 shares; 2025Q4: 862 shares 862 $1.74M 0.06% +138 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,223 shares; 2024Q4: 3,081 shares; 2025Q1: 2,912 shares; 2025Q2: 2,843 shares; 2025Q3: 2,885 shares; 2025Q4: 2,049 shares 2,049 $1.68M 0.06% -836 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,689 shares; 2024Q4: 28,564 shares; 2025Q1: 28,659 shares; 2025Q2: 56,975 shares; 2025Q3: 56,102 shares; 2025Q4: 48,231 shares 48,231 $1.65M 0.06% -7,871 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: 13,438 shares; 2024Q4: 13,557 shares; 2025Q1: 13,617 shares; 2025Q2: 13,841 shares; 2025Q3: 11,838 shares; 2025Q4: 32,517 shares 32,517 $1.64M 0.06% +20,679 Timeline IJS 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: 12,166 shares; 2024Q4: 14,350 shares; 2025Q1: 14,356 shares; 2025Q2: 14,281 shares; 2025Q3: 14,288 shares; 2025Q4: 14,296 shares 14,296 $1.63M 0.06% +8 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,399 shares 21,399 $1.61M 0.06% new 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: 7,277 shares; 2024Q4: 9,171 shares; 2025Q1: 13,923 shares; 2025Q2: 13,396 shares; 2025Q3: 14,939 shares; 2025Q4: 6,167 shares 6,167 $1.58M 0.06% -8,772 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: 14,391 shares; 2024Q4: 15,575 shares; 2025Q1: 15,130 shares; 2025Q2: 15,658 shares; 2025Q3: 16,200 shares; 2025Q4: 16,398 shares 16,398 $1.57M 0.06% +198 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: 2,224 shares; 2024Q4: 2,224 shares; 2025Q1: 2,379 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 2,591 shares 2,591 $1.56M 0.06% +140 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 4,428 shares; 2025Q4: 15,644 shares 15,644 $1.56M 0.06% +11,216 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,422 shares; 2024Q4: 35,546 shares; 2025Q1: 36,822 shares; 2025Q2: 36,989 shares; 2025Q3: 37,069 shares; 2025Q4: 47,293 shares 47,293 $1.55M 0.06% +10,224 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 1,353 shares; 2025Q2: 4,350 shares; 2025Q3: 4,338 shares; 2025Q4: 1,703 shares 1,703 $1.5M 0.06% -2,635 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,844 shares; 2024Q4: 11,844 shares; 2025Q1: 11,844 shares; 2025Q2: 11,844 shares; 2025Q3: 11,844 shares; 2025Q4: 11,844 shares 11,844 $1.44M 0.05% 0 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: 1,356 shares; 2024Q4: 1,527 shares; 2025Q1: 1,490 shares; 2025Q2: 1,526 shares; 2025Q3: 1,528 shares; 2025Q4: 1,654 shares 1,654 $1.43M 0.05% +126 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,798 shares; 2024Q4: 13,833 shares; 2025Q1: 20,332 shares; 2025Q2: 26,608 shares; 2025Q3: 23,831 shares; 2025Q4: 23,818 shares 23,818 $1.41M 0.05% -13 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,216 shares; 2024Q4: 5,256 shares; 2025Q1: 5,091 shares; 2025Q2: not reported; 2025Q3: 5,091 shares; 2025Q4: 4,926 shares 4,926 $1.4M 0.05% -165 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,701 shares; 2024Q4: 40,055 shares; 2025Q1: 39,786 shares; 2025Q2: 39,829 shares; 2025Q3: 39,872 shares; 2025Q4: 41,122 shares 41,122 $1.39M 0.05% +1,250 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,189 shares; 2024Q4: 23,189 shares; 2025Q1: 39,424 shares; 2025Q2: 38,925 shares; 2025Q3: 42,465 shares; 2025Q4: 45,557 shares 45,557 $1.38M 0.05% +3,092 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: not reported; 2024Q4: 325 shares; 2025Q1: 1,781 shares; 2025Q2: 1,916 shares; 2025Q3: 1,937 shares; 2025Q4: 1,954 shares 1,954 $1.29M 0.05% +17 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,347 shares; 2025Q2: 6,356 shares; 2025Q3: 6,454 shares; 2025Q4: 6,454 shares 6,454 $1.29M 0.05% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 945 shares; 2025Q1: 968 shares; 2025Q2: 1,052 shares; 2025Q3: 1,172 shares; 2025Q4: 1,197 shares 1,197 $1.28M 0.05% +25 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,252 shares; 2024Q4: 12,252 shares; 2025Q1: 12,252 shares; 2025Q2: 12,252 shares; 2025Q3: 12,016 shares; 2025Q4: 11,431 shares 11,431 $1.25M 0.05% -585 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,432 shares; 2024Q4: 31,278 shares; 2025Q1: 30,779 shares; 2025Q2: 29,657 shares; 2025Q3: 29,075 shares; 2025Q4: 29,074 shares 29,074 $1.23M 0.05% -1 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,762 shares; 2025Q1: 16,777 shares; 2025Q2: 14,122 shares; 2025Q3: 14,138 shares; 2025Q4: 8,732 shares 8,732 $1.22M 0.05% -5,406 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: 3,016 shares; 2024Q4: 3,602 shares; 2025Q1: 3,310 shares; 2025Q2: 6,363 shares; 2025Q3: 6,651 shares; 2025Q4: 6,689 shares 6,689 $1.19M 0.04% +38 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: 18,454 shares; 2024Q4: 18,717 shares; 2025Q1: 18,483 shares; 2025Q2: 18,307 shares; 2025Q3: 18,307 shares; 2025Q4: 20,410 shares 20,410 $1.18M 0.04% +2,103 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 2,756 shares; 2025Q1: 2,767 shares; 2025Q2: 2,768 shares; 2025Q3: 2,759 shares; 2025Q4: 2,759 shares 2,759 $1.18M 0.04% 0 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: 6,971 shares; 2024Q4: 7,253 shares; 2025Q1: 8,931 shares; 2025Q2: 7,673 shares; 2025Q3: 7,166 shares; 2025Q4: 7,048 shares 7,048 $1.13M 0.04% -118 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: 2,914 shares; 2024Q4: 2,922 shares; 2025Q1: 2,966 shares; 2025Q2: 3,307 shares; 2025Q3: 3,700 shares; 2025Q4: 3,704 shares 3,704 $1.13M 0.04% +4 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: 6,310 shares; 2024Q4: 6,525 shares; 2025Q1: 6,570 shares; 2025Q2: 6,019 shares; 2025Q3: 5,723 shares; 2025Q4: 5,776 shares 5,776 $1.13M 0.04% +53 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 49,800 shares 49,800 $1.12M 0.04% 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: 4,413 shares; 2024Q4: 5,595 shares; 2025Q1: 5,567 shares; 2025Q2: 5,363 shares; 2025Q3: 5,953 shares; 2025Q4: 5,249 shares 5,249 $1.11M 0.04% -704 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: 1,641 shares; 2024Q4: 1,730 shares; 2025Q1: 2,024 shares; 2025Q2: 2,029 shares; 2025Q3: 2,179 shares; 2025Q4: 1,939 shares 1,939 $1.11M 0.04% -240 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: 1,014 shares; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: 1,431 shares; 2025Q3: 2,712 shares; 2025Q4: 3,038 shares 3,038 $1.09M 0.04% +326 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: 2,303 shares; 2024Q4: 2,303 shares; 2025Q1: 2,303 shares; 2025Q2: 2,303 shares; 2025Q3: 2,233 shares; 2025Q4: 2,233 shares 2,233 $1.07M 0.04% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,145 shares; 2025Q2: not reported; 2025Q3: 5,145 shares; 2025Q4: 5,145 shares 5,145 $1.06M 0.04% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,711 shares; 2024Q4: 9,716 shares; 2025Q1: 9,867 shares; 2025Q2: 9,871 shares; 2025Q3: 9,412 shares; 2025Q4: 9,417 shares 9,417 $1.05M 0.04% +5 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: 8,733 shares; 2024Q4: 21,918 shares; 2025Q1: 19,253 shares; 2025Q2: 19,235 shares; 2025Q3: 18,991 shares; 2025Q4: 18,991 shares 18,991 $1.04M 0.04% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,448 shares; 2024Q4: 163,564 shares; 2025Q1: 167,146 shares; 2025Q2: 167,248 shares; 2025Q3: 167,204 shares; 2025Q4: 78,803 shares 78,803 $1.03M 0.04% -88,401 Timeline IMAX IMAX CORP More: the full row for IMAX 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: 27,579 shares; 2025Q4: 27,579 shares 27,579 $1.02M 0.04% 0 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: 3,184 shares; 2024Q4: 3,477 shares; 2025Q1: 5,507 shares; 2025Q2: 6,613 shares; 2025Q3: 6,919 shares; 2025Q4: 6,599 shares 6,599 $1.01M 0.04% -320 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,413 shares; 2025Q1: 4,383 shares; 2025Q2: 12,722 shares; 2025Q3: 12,342 shares; 2025Q4: 12,342 shares 12,342 $991K 0.04% 0 Timeline VIS 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: 1,990 shares; 2024Q4: 3,167 shares; 2025Q1: 3,754 shares; 2025Q2: 3,203 shares; 2025Q3: 3,203 shares; 2025Q4: 3,203 shares 3,203 $956K 0.04% 0 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: 2,366 shares; 2024Q4: 2,389 shares; 2025Q1: 2,411 shares; 2025Q2: 2,600 shares; 2025Q3: 4,611 shares; 2025Q4: 5,182 shares 5,182 $950K 0.04% +571 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,842 shares; 2024Q4: 12,701 shares; 2025Q1: 11,166 shares; 2025Q2: 11,575 shares; 2025Q3: 8,476 shares; 2025Q4: 11,377 shares 11,377 $942K 0.04% +2,901 Timeline VEU 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: 15,813 shares; 2024Q4: 12,656 shares; 2025Q1: 12,663 shares; 2025Q2: 13,034 shares; 2025Q3: 12,688 shares; 2025Q4: 12,701 shares 12,701 $934K 0.03% +13 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: 2,060 shares; 2024Q4: 1,990 shares; 2025Q1: 2,813 shares; 2025Q2: 2,776 shares; 2025Q3: 4,079 shares; 2025Q4: 4,243 shares 4,243 $892K 0.03% +164 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: not reported; 2024Q4: 74,728 shares; 2025Q1: 72,301 shares; 2025Q2: 55,553 shares; 2025Q3: 55,763 shares; 2025Q4: 32,194 shares 32,194 $883K 0.03% -23,569 Timeline JMUB 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: 16,169 shares; 2025Q4: 17,235 shares 17,235 $870K 0.03% +1,066 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: 6,237 shares; 2024Q4: 6,265 shares; 2025Q1: 6,289 shares; 2025Q2: 16,508 shares; 2025Q3: 12,457 shares; 2025Q4: 12,484 shares 12,484 $867K 0.03% +27 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,145 shares; 2024Q4: 16,032 shares; 2025Q1: 16,003 shares; 2025Q2: 15,841 shares; 2025Q3: 15,841 shares; 2025Q4: 15,766 shares 15,766 $849K 0.03% -75 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $845K 0.03% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,185 shares; 2024Q4: 5,284 shares; 2025Q1: 5,188 shares; 2025Q2: 5,117 shares; 2025Q3: 5,117 shares; 2025Q4: 5,081 shares 5,081 $829K 0.03% -36 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,315 shares; 2025Q2: 7,319 shares; 2025Q3: 6,571 shares; 2025Q4: 10,503 shares 10,503 $828K 0.03% +3,932 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: 9,897 shares; 2024Q4: 10,591 shares; 2025Q1: 10,313 shares; 2025Q2: 10,683 shares; 2025Q3: 11,510 shares; 2025Q4: 11,190 shares 11,190 $782K 0.03% -320 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $767K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,766 shares; 2025Q1: 1,748 shares; 2025Q2: 1,748 shares; 2025Q3: 1,748 shares; 2025Q4: 2,471 shares 2,471 $761K 0.03% +723 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: 355 shares; 2024Q4: 789 shares; 2025Q1: 974 shares; 2025Q2: 871 shares; 2025Q3: 960 shares; 2025Q4: 8,025 shares 8,025 $752K 0.03% +7,065 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: 3,498 shares; 2024Q4: 4,674 shares; 2025Q1: 5,933 shares; 2025Q2: 5,997 shares; 2025Q3: 5,934 shares; 2025Q4: 5,935 shares 5,935 $744K 0.03% +1 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: 3,124 shares; 2025Q3: 3,000 shares; 2025Q4: 3,050 shares 3,050 $739K 0.03% +50 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,822 shares; 2025Q4: 4,158 shares 4,158 $739K 0.03% +336 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,961 shares; 2025Q1: 5,049 shares; 2025Q2: 3,531 shares; 2025Q3: 3,034 shares; 2025Q4: 4,497 shares 4,497 $727K 0.03% +1,463 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,878 shares; 2024Q4: 8,878 shares; 2025Q1: 8,887 shares; 2025Q2: 9,047 shares; 2025Q3: 8,629 shares; 2025Q4: 8,618 shares 8,618 $684K 0.03% -11 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,860 shares; 2024Q4: 9,870 shares; 2025Q1: 9,863 shares; 2025Q2: 9,863 shares; 2025Q3: 10,102 shares; 2025Q4: 10,103 shares 10,103 $677K 0.03% +1 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH 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: 7,241 shares 7,241 $662K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,257 shares; 2024Q4: 5,294 shares; 2025Q1: 5,238 shares; 2025Q2: 5,238 shares; 2025Q3: 5,587 shares; 2025Q4: 5,624 shares 5,624 $635K 0.02% +37 Timeline SCHA 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: 11,089 shares; 2024Q4: 20,994 shares; 2025Q1: 23,401 shares; 2025Q2: 21,809 shares; 2025Q3: 21,817 shares; 2025Q4: 22,176 shares 22,176 $632K 0.02% +359 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF 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: 11,961 shares 11,961 $627K 0.02% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,717 shares; 2025Q1: 4,737 shares; 2025Q2: 4,455 shares; 2025Q3: 3,737 shares; 2025Q4: 3,579 shares 3,579 $613K 0.02% -158 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: 2,073 shares; 2024Q4: 2,073 shares; 2025Q1: 2,218 shares; 2025Q2: 2,356 shares; 2025Q3: 2,219 shares; 2025Q4: 3,967 shares 3,967 $609K 0.02% +1,748 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,703 shares; 2024Q4: 8,706 shares; 2025Q1: 8,708 shares; 2025Q2: 8,710 shares; 2025Q3: 8,713 shares; 2025Q4: 10,240 shares 10,240 $601K 0.02% +1,527 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 1,939 shares; 2025Q1: 2,103 shares; 2025Q2: 2,230 shares; 2025Q3: 2,231 shares; 2025Q4: 2,977 shares 2,977 $591K 0.02% +746 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: 931 shares; 2025Q3: 1,660 shares; 2025Q4: 1,937 shares 1,937 $589K 0.02% +277 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares 12,000 $578K 0.02% new Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,937 shares; 2025Q3: 8,948 shares; 2025Q4: 14,721 shares 14,721 $560K 0.02% +5,773 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: 16,047 shares; 2025Q1: 16,047 shares; 2025Q2: 17,104 shares; 2025Q3: 17,118 shares; 2025Q4: 17,133 shares 17,133 $559K 0.02% +15 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,125 shares; 2025Q2: 11,792 shares; 2025Q3: 12,841 shares; 2025Q4: 11,872 shares 11,872 $556K 0.02% -969 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 2,284 shares; 2025Q1: 2,243 shares; 2025Q2: 2,244 shares; 2025Q3: 2,244 shares; 2025Q4: 2,245 shares 2,245 $553K 0.02% +1 Timeline IWS 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: 3,645 shares; 2024Q4: 3,645 shares; 2025Q1: 3,528 shares; 2025Q2: 3,896 shares; 2025Q3: 3,898 shares; 2025Q4: 3,900 shares 3,900 $550K 0.02% +2 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,660 shares; 2025Q1: 1,696 shares; 2025Q2: 1,681 shares; 2025Q3: 1,685 shares; 2025Q4: 1,673 shares 1,673 $542K 0.02% -12 Timeline VHT 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: 2,010 shares; 2024Q4: 1,987 shares; 2025Q1: 1,987 shares; 2025Q2: 1,858 shares; 2025Q3: 1,863 shares; 2025Q4: 1,864 shares 1,864 $536K 0.02% +1 Timeline SCHV 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: 5,518 shares; 2024Q4: 16,640 shares; 2025Q1: 16,716 shares; 2025Q2: 17,766 shares; 2025Q3: 17,839 shares; 2025Q4: 17,919 shares 17,919 $531K 0.02% +80 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,347 shares; 2025Q4: 5,729 shares 5,729 $512K 0.02% +382 Timeline RSPT 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: 10,680 shares; 2024Q4: 10,680 shares; 2025Q1: 10,680 shares; 2025Q2: not reported; 2025Q3: 10,890 shares; 2025Q4: 10,890 shares 10,890 $496K 0.02% 0 Timeline ESGV 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: 8,406 shares; 2024Q4: 8,406 shares; 2025Q1: 8,406 shares; 2025Q2: 3,015 shares; 2025Q3: 4,082 shares; 2025Q4: 4,082 shares 4,082 $494K 0.02% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,820 shares; 2025Q3: 6,380 shares; 2025Q4: 6,512 shares 6,512 $493K 0.02% +132 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,345 shares; 2025Q2: 2,352 shares; 2025Q3: 2,345 shares; 2025Q4: 2,345 shares 2,345 $488K 0.02% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,234 shares; 2025Q1: 1,224 shares; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,220 shares 1,220 $484K 0.02% -4 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 975 shares; 2025Q1: 992 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares 920 $469K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,507 shares; 2025Q1: 2,507 shares; 2025Q2: 2,507 shares; 2025Q3: 2,507 shares; 2025Q4: 2,507 shares 2,507 $456K 0.02% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 2,072 shares; 2025Q1: 2,126 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares; 2025Q4: 2,379 shares 2,379 $456K 0.02% +48 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,732 shares; 2025Q2: 2,735 shares; 2025Q3: 2,683 shares; 2025Q4: 2,555 shares 2,555 $443K 0.02% -128 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS 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: 738 shares; 2025Q3: 738 shares; 2025Q4: 738 shares 738 $436K 0.02% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,463 shares 4,463 $429K 0.02% new 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: 28,628 shares; 2024Q4: 28,733 shares; 2025Q1: 26,858 shares; 2025Q2: 22,040 shares; 2025Q3: 17,226 shares; 2025Q4: 17,158 shares 17,158 $427K 0.02% -68 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,121 shares 4,121 $423K 0.02% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,347 shares; 2024Q4: 5,348 shares; 2025Q1: 5,350 shares; 2025Q2: 5,351 shares; 2025Q3: 5,351 shares; 2025Q4: 5,352 shares 5,352 $422K 0.02% +1 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,472 shares; 2024Q4: 4,961 shares; 2025Q1: 4,967 shares; 2025Q2: not reported; 2025Q3: 3,996 shares; 2025Q4: 3,996 shares 3,996 $421K 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,247 shares; 2025Q1: 3,247 shares; 2025Q2: 3,247 shares; 2025Q3: 3,247 shares; 2025Q4: 3,247 shares 3,247 $419K 0.02% 0 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,654 shares; 2025Q3: 5,654 shares; 2025Q4: 5,654 shares 5,654 $403K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,441 shares; 2025Q1: 17,714 shares; 2025Q2: 17,691 shares; 2025Q3: 17,385 shares; 2025Q4: 16,191 shares 16,191 $402K 0.01% -1,194 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,452 shares; 2025Q4: 5,452 shares 5,452 $401K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,712 shares; 2025Q1: 1,774 shares; 2025Q2: 1,752 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $389K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,273 shares; 2025Q1: 1,205 shares; 2025Q2: 1,516 shares; 2025Q3: 1,482 shares; 2025Q4: 1,785 shares 1,785 $388K 0.01% +303 Timeline VCIT 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: 4,548 shares; 2024Q4: 4,576 shares; 2025Q1: 4,537 shares; 2025Q2: 4,595 shares; 2025Q3: 4,595 shares; 2025Q4: 4,595 shares 4,595 $385K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,816 shares; 2025Q4: 2,892 shares 2,892 $384K 0.01% +76 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,268 shares; 2024Q4: 15,282 shares; 2025Q1: 14,368 shares; 2025Q2: 14,839 shares; 2025Q3: 14,024 shares; 2025Q4: 14,167 shares 14,167 $375K 0.01% +143 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 2,690 shares; 2025Q1: 2,692 shares; 2025Q2: 2,694 shares; 2025Q3: 2,696 shares; 2025Q4: 2,825 shares 2,825 $372K 0.01% +129 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,989 shares; 2025Q1: 3,005 shares; 2025Q2: 4,406 shares; 2025Q3: 4,015 shares; 2025Q4: 4,074 shares 4,074 $368K 0.01% +59 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 3,967 shares; 2025Q1: 4,072 shares; 2025Q2: 4,089 shares; 2025Q3: 4,076 shares; 2025Q4: 3,642 shares 3,642 $367K 0.01% -434 Timeline EFIV 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: 4,744 shares; 2024Q4: 4,744 shares; 2025Q1: 4,744 shares; 2025Q2: 5,487 shares; 2025Q3: 5,489 shares; 2025Q4: 5,491 shares 5,491 $363K 0.01% +2 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,064 shares; 2025Q4: 3,064 shares 3,064 $360K 0.01% 0 Timeline VGIT 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: 10,715 shares; 2024Q4: 10,715 shares; 2025Q1: 10,715 shares; 2025Q2: 10,709 shares; 2025Q3: 3,744 shares; 2025Q4: 5,961 shares 5,961 $357K 0.01% +2,217 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,331 shares 6,331 $346K 0.01% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,150 shares; 2025Q4: 7,096 shares 7,096 $343K 0.01% +946 Timeline VSGX 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: 3,605 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,352 shares; 2025Q3: 4,774 shares; 2025Q4: 4,774 shares 4,774 $342K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,357 shares 1,357 $340K 0.01% +357 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,640 shares; 2024Q4: 40,211 shares; 2025Q1: 8,927 shares; 2025Q2: 8,515 shares; 2025Q3: 7,273 shares; 2025Q4: 7,273 shares 7,273 $337K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,852 shares 2,852 $333K 0.01% new 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: 433 shares; 2025Q3: 483 shares; 2025Q4: 506 shares 506 $331K 0.01% +23 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 710 shares 710 $330K 0.01% new Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,157 shares; 2024Q4: 8,311 shares; 2025Q1: 12,433 shares; 2025Q2: 12,680 shares; 2025Q3: 12,933 shares; 2025Q4: 13,185 shares 13,185 $328K 0.01% +252 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: not reported; 2024Q4: 1,705 shares; 2025Q1: 1,402 shares; 2025Q2: 1,610 shares; 2025Q3: 1,503 shares; 2025Q4: 1,481 shares 1,481 $325K 0.01% -22 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 230 shares; 2025Q2: 3,390 shares; 2025Q3: 3,375 shares; 2025Q4: 3,547 shares 3,547 $324K 0.01% +172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 149 shares 149 $320K 0.01% +36 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,988 shares 3,988 $320K 0.01% new Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,789 shares; 2024Q4: 2,808 shares; 2025Q1: 2,826 shares; 2025Q2: 2,846 shares; 2025Q3: 2,864 shares; 2025Q4: 2,669 shares 2,669 $318K 0.01% -195 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,473 shares 1,473 $315K 0.01% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,100 shares; 2024Q4: 15,200 shares; 2025Q1: 17,200 shares; 2025Q2: 17,300 shares; 2025Q3: 16,700 shares; 2025Q4: 10,000 shares 10,000 $312K 0.01% -6,700 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: 1,467 shares; 2024Q4: 1,083 shares; 2025Q1: 1,120 shares; 2025Q2: 1,111 shares; 2025Q3: 1,110 shares; 2025Q4: 1,111 shares 1,111 $310K 0.01% +1 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $307K 0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,509 shares 6,509 $306K 0.01% new 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: 4,094 shares; 2024Q4: 5,826 shares; 2025Q1: 6,395 shares; 2025Q2: 6,480 shares; 2025Q3: 5,964 shares; 2025Q4: 5,650 shares 5,650 $305K 0.01% -314 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,483 shares 3,483 $304K 0.01% new Timeline SPLV 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: 4,227 shares; 2024Q4: 4,227 shares; 2025Q1: 6,905 shares; 2025Q2: 4,227 shares; 2025Q3: 4,227 shares; 2025Q4: 4,227 shares 4,227 $302K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 697 shares; 2025Q3: 819 shares; 2025Q4: 853 shares 853 $301K 0.01% +34 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 426 shares; 2025Q1: 444 shares; 2025Q2: not reported; 2025Q3: 439 shares; 2025Q4: 514 shares 514 $298K 0.01% +75 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,576 shares; 2024Q4: 21,881 shares; 2025Q1: 23,863 shares; 2025Q2: 23,700 shares; 2025Q3: 23,656 shares; 2025Q4: 23,887 shares 23,887 $297K 0.01% +231 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,755 shares 5,755 $296K 0.01% new Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,200 shares 3,200 $295K 0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,189 shares; 2025Q4: 10,797 shares 10,797 $294K 0.01% +1,608 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY 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: not reported; 2025Q3: 2,261 shares; 2025Q4: 2,271 shares 2,271 $293K 0.01% +10 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,895 shares; 2025Q1: not reported; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,750 shares 1,750 $285K 0.01% -114 Timeline EQWL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,410 shares 2,410 $285K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,436 shares 2,436 $283K 0.01% new Timeline VFH 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: 2,114 shares; 2024Q4: 2,114 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares; 2025Q4: 2,114 shares 2,114 $282K 0.01% 0 Timeline IYC 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: 2,210 shares; 2025Q1: not reported; 2025Q2: 2,734 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares 2,734 $282K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,546 shares 2,546 $281K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 3,476 shares; 2025Q1: 3,195 shares; 2025Q2: 3,195 shares; 2025Q3: 3,193 shares; 2025Q4: 3,193 shares 3,193 $278K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,769 shares; 2024Q4: 5,769 shares; 2025Q1: 5,745 shares; 2025Q2: 5,745 shares; 2025Q3: 5,705 shares; 2025Q4: 5,872 shares 5,872 $273K 0.01% +167 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 1,126 shares; 2025Q1: 974 shares; 2025Q2: 941 shares; 2025Q3: 934 shares; 2025Q4: 934 shares 934 $270K 0.01% 0 Timeline HYBB 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: 4,314 shares; 2025Q3: 6,456 shares; 2025Q4: 5,606 shares 5,606 $264K 0.01% -850 Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,143 shares; 2024Q4: 9,143 shares; 2025Q1: 9,143 shares; 2025Q2: 9,143 shares; 2025Q3: 8,396 shares; 2025Q4: 7,233 shares 7,233 $263K 0.01% -1,163 Timeline CMA COMERICA INC More: the full row for COMERICA 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: 3,005 shares 3,005 $261K 0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,819 shares; 2025Q1: 3,819 shares; 2025Q2: 3,819 shares; 2025Q3: 3,819 shares; 2025Q4: 3,819 shares 3,819 $261K 0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,699 shares; 2025Q1: 3,699 shares; 2025Q2: 3,366 shares; 2025Q3: 3,366 shares; 2025Q4: 3,366 shares 3,366 $259K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,493 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,325 shares 1,325 $259K 0.01% new Timeline VTWG 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: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: not reported; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares 1,093 $258K 0.01% 0 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $258K 0.01% 0 Timeline HOMZ ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 5,522 shares; 2025Q1: 5,555 shares; 2025Q2: not reported; 2025Q3: 5,623 shares; 2025Q4: 5,666 shares 5,666 $257K 0.01% +43 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,037 shares; 2025Q3: 5,037 shares; 2025Q4: 5,037 shares 5,037 $253K 0.01% 0 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: not reported; 2024Q4: 2,010 shares; 2025Q1: 2,207 shares; 2025Q2: 2,225 shares; 2025Q3: 2,206 shares; 2025Q4: 2,209 shares 2,209 $251K 0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: 3,992 shares; 2025Q2: 3,524 shares; 2025Q3: 3,574 shares; 2025Q4: 3,705 shares 3,705 $249K 0.01% +131 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $249K 0.01% 0 Timeline SCHE 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: 9,286 shares; 2024Q4: 9,379 shares; 2025Q1: 9,379 shares; 2025Q2: 8,482 shares; 2025Q3: 7,485 shares; 2025Q4: 7,582 shares 7,582 $248K 0.01% +97 Timeline IYJ 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: 1,654 shares; 2025Q3: 1,654 shares; 2025Q4: 1,654 shares 1,654 $245K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: 4,543 shares; 2025Q1: 4,543 shares; 2025Q2: 4,543 shares; 2025Q3: 4,543 shares; 2025Q4: 4,543 shares 4,543 $242K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,030 shares; 2025Q4: 5,000 shares 5,000 $242K 0.01% -30 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: 2,946 shares; 2024Q4: 3,116 shares; 2025Q1: 2,869 shares; 2025Q2: 2,881 shares; 2025Q3: 2,871 shares; 2025Q4: 2,872 shares 2,872 $242K 0.01% +1 Timeline IXN 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: 2,380 shares; 2025Q4: 2,280 shares 2,280 $239K 0.01% -100 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,451 shares 2,451 $236K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,645 shares 2,645 $236K 0.01% new Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,258 shares; 2024Q4: 6,258 shares; 2025Q1: 6,258 shares; 2025Q2: 6,258 shares; 2025Q3: 6,258 shares; 2025Q4: 6,258 shares 6,258 $235K 0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: 5,446 shares; 2025Q1: 2,954 shares; 2025Q2: not reported; 2025Q3: 2,491 shares; 2025Q4: 2,492 shares 2,492 $232K 0.01% +1 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,865 shares 2,865 $231K 0.01% new Timeline KR KROGER CO More: the full row for KROGER 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: 3,602 shares; 2025Q2: 3,602 shares; 2025Q3: 3,604 shares; 2025Q4: 3,641 shares 3,641 $228K 0.01% +37 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: not reported; 2025Q1: 1,278 shares; 2025Q2: 1,285 shares; 2025Q3: 1,278 shares; 2025Q4: 1,309 shares 1,309 $227K 0.01% +31 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,703 shares; 2025Q2: 3,703 shares; 2025Q3: 3,700 shares; 2025Q4: 3,812 shares 3,812 $223K 0.01% +112 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: 7,046 shares; 2024Q4: 7,049 shares; 2025Q1: 7,050 shares; 2025Q2: 1,697 shares; 2025Q3: 1,697 shares; 2025Q4: 1,588 shares 1,588 $221K 0.01% -109 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,842 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,135 shares 4,135 $221K 0.01% new Timeline RSPH 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: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: not reported; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares 6,900 $220K 0.01% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,597 shares; 2025Q4: 6,625 shares 6,625 $219K 0.01% +28 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,859 shares 6,859 $217K 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,324 shares; 2024Q4: 10,154 shares; 2025Q1: 1,721 shares; 2025Q2: 1,478 shares; 2025Q3: 1,309 shares; 2025Q4: 1,310 shares 1,310 $213K 0.01% +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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 2,620 shares; 2025Q1: 2,194 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 704 shares 704 $212K 0.01% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,648 shares; 2025Q4: 4,648 shares 4,648 $212K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 211 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 209 shares 209 $211K 0.01% -3 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares 7,300 $211K 0.01% 0 Timeline VTWO 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: 2,114 shares; 2025Q4: 2,115 shares 2,115 $210K 0.01% +1 Timeline ISTB 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: 6,228 shares; 2025Q1: 6,228 shares; 2025Q2: not reported; 2025Q3: 4,299 shares; 2025Q4: 4,311 shares 4,311 $210K 0.01% +12 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: 611 shares; 2025Q4: 613 shares 613 $206K 0.01% +2 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: 2,472 shares; 2024Q4: 2,406 shares; 2025Q1: 3,909 shares; 2025Q2: 1,944 shares; 2025Q3: not reported; 2025Q4: 1,664 shares 1,664 $204K 0.01% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,231 shares; 2025Q4: 4,231 shares 4,231 $202K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares 1,200 $202K 0.01% new Timeline DLS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,487 shares 2,487 $201K 0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,453 shares 2,453 $200K 0.01% new Timeline TLSA TIZIANA LIFE SCIENCES LTD More: the full row for TIZIANA LIFE SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,387 shares; 2024Q4: 93,187 shares; 2025Q1: 96,260 shares; 2025Q2: 89,760 shares; 2025Q3: 84,200 shares; 2025Q4: 99,900 shares 99,900 $149K 0.01% +15,700 Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS 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: 19,037 shares; 2025Q4: 19,037 shares 19,037 $131K <0.01% 0 Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,660 shares; 2025Q2: 22,660 shares; 2025Q3: 22,660 shares; 2025Q4: 22,660 shares 22,660 $58.5K <0.01% 0 Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,695 shares; 2025Q1: 11,695 shares; 2025Q2: 11,695 shares; 2025Q3: 11,695 shares; 2025Q4: 11,695 shares 11,695 $43.2K <0.01% 0 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT 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: not reported; 2025Q3: not reported; 2025Q4: 15,010 shares 15,010 $23.4K <0.01% new Timeline