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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,540 shares; 2024Q4: 255,897 shares; 2025Q1: 250,542 shares; 2025Q2: 245,499 shares; 2025Q3: 245,569 shares 245,569 $18.3M 5.73% +70 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,740 shares; 2024Q4: 429,381 shares; 2025Q1: 426,503 shares; 2025Q2: 443,402 shares; 2025Q3: 431,302 shares 431,302 $11.8M 3.69% -12,100 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,919 shares; 2024Q4: 140,768 shares; 2025Q1: 146,494 shares; 2025Q2: 171,695 shares; 2025Q3: 250,185 shares 250,185 $9.65M 3.03% +78,490 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,863 shares; 2024Q4: 94,558 shares; 2025Q1: 95,893 shares; 2025Q2: 96,121 shares; 2025Q3: 96,286 shares 96,286 $9.54M 2.99% +165 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,982 shares; 2024Q4: 16,006 shares; 2025Q1: 15,953 shares; 2025Q2: 15,633 shares; 2025Q3: 16,295 shares 16,295 $8.44M 2.65% +662 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,705 shares; 2024Q4: 77,296 shares; 2025Q1: 86,391 shares; 2025Q2: 171,358 shares; 2025Q3: 214,624 shares 214,624 $6.85M 2.15% +43,266 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,028 shares; 2024Q4: 167,098 shares; 2025Q1: 147,389 shares; 2025Q2: 160,995 shares; 2025Q3: 159,070 shares 159,070 $6.8M 2.13% -1,925 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,978 shares; 2024Q4: 19,009 shares; 2025Q1: 19,233 shares; 2025Q2: 19,109 shares; 2025Q3: 25,371 shares 25,371 $6.46M 2.03% +6,262 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,109 shares; 2024Q4: 22,183 shares; 2025Q1: 22,808 shares; 2025Q2: 22,465 shares; 2025Q3: 22,436 shares 22,436 $6.32M 1.98% -29 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,528 shares; 2024Q4: 27,605 shares; 2025Q1: 27,748 shares; 2025Q2: 28,047 shares; 2025Q3: 28,363 shares 28,363 $6.12M 1.92% +316 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,127 shares; 2024Q4: 8,703 shares; 2025Q1: 9,154 shares; 2025Q2: 13,791 shares; 2025Q3: 14,988 shares 14,988 $4.92M 1.54% +1,197 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,621 shares; 2024Q4: 17,420 shares; 2025Q1: 19,319 shares; 2025Q2: 21,535 shares; 2025Q3: 25,148 shares 25,148 $4.77M 1.5% +3,613 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,005 shares; 2024Q4: 79,210 shares; 2025Q1: 84,158 shares; 2025Q2: 94,684 shares; 2025Q3: 90,784 shares 90,784 $4.52M 1.42% -3,900 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,344 shares; 2024Q4: 49,347 shares; 2025Q1: 46,076 shares; 2025Q2: 44,038 shares; 2025Q3: 43,321 shares 43,321 $4.12M 1.29% -717 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,650 shares; 2024Q4: 12,595 shares; 2025Q1: 12,486 shares; 2025Q2: 12,640 shares; 2025Q3: 12,648 shares 12,648 $3.99M 1.25% +8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,180 shares; 2024Q4: 141,704 shares; 2025Q1: 139,148 shares; 2025Q2: 132,788 shares; 2025Q3: 128,099 shares 128,099 $3.8M 1.19% -4,689 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,480 shares; 2024Q4: 74,054 shares; 2025Q1: 73,115 shares; 2025Q2: 71,592 shares; 2025Q3: 67,864 shares 67,864 $3.77M 1.18% -3,728 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,214 shares; 2024Q4: 13,546 shares; 2025Q1: 13,280 shares; 2025Q2: 14,329 shares; 2025Q3: 14,636 shares 14,636 $3.72M 1.17% +307 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,699 shares; 2024Q4: 19,434 shares; 2025Q1: 18,985 shares; 2025Q2: 17,417 shares; 2025Q3: 19,761 shares 19,761 $3.69M 1.16% +2,344 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,170 shares; 2024Q4: 122,978 shares; 2025Q1: 116,836 shares; 2025Q2: 113,432 shares; 2025Q3: 107,284 shares 107,284 $3.59M 1.12% -6,148 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,619 shares; 2024Q4: 56,462 shares; 2025Q1: 74,302 shares; 2025Q2: 72,832 shares; 2025Q3: 72,812 shares 72,812 $3.51M 1.1% -20 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,412 shares; 2024Q4: 47,106 shares; 2025Q1: 45,255 shares; 2025Q2: 47,859 shares; 2025Q3: 45,691 shares 45,691 $3.31M 1.04% -2,168 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,982 shares; 2024Q4: 14,369 shares; 2025Q1: 14,431 shares; 2025Q2: 13,755 shares; 2025Q3: 15,687 shares 15,687 $3.05M 0.96% +1,932 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,110 shares; 2025Q1: 2,049 shares; 2025Q2: 1,904 shares; 2025Q3: 4,503 shares 4,503 $3M 0.94% +2,599 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,678 shares; 2024Q4: 48,582 shares; 2025Q1: 43,978 shares; 2025Q2: 60,133 shares; 2025Q3: 93,137 shares 93,137 $2.97M 0.93% +33,004 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,219 shares; 2024Q4: 2,300 shares; 2025Q1: 2,512 shares; 2025Q2: 2,299 shares; 2025Q3: 8,783 shares 8,783 $2.9M 0.91% +6,484 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,928 shares; 2024Q4: 15,619 shares; 2025Q1: 15,688 shares; 2025Q2: 16,501 shares; 2025Q3: 16,454 shares 16,454 $2.81M 0.88% -47 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,250 shares; 2025Q1: 4,479 shares; 2025Q2: not reported; 2025Q3: 54,244 shares 54,244 $2.79M 0.88% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,025 shares; 2025Q3: 44,908 shares 44,908 $2.69M 0.84% -117 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,192 shares; 2024Q4: 50,116 shares; 2025Q1: 51,882 shares; 2025Q2: 47,154 shares; 2025Q3: 52,549 shares 52,549 $2.67M 0.84% +5,395 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 5,126 shares; 2025Q1: 5,041 shares; 2025Q2: 5,042 shares; 2025Q3: 5,211 shares 5,211 $2.62M 0.82% +169 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,607 shares; 2025Q1: 81,284 shares; 2025Q2: 90,269 shares; 2025Q3: 118,222 shares 118,222 $2.52M 0.79% +27,953 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,355 shares; 2025Q1: 38,766 shares; 2025Q2: 44,083 shares; 2025Q3: 65,899 shares 65,899 $2.49M 0.78% +21,816 Timeline SIO TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,248 shares; 2025Q1: 57,530 shares; 2025Q2: 66,223 shares; 2025Q3: 94,322 shares 94,322 $2.48M 0.78% +28,099 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,281 shares; 2024Q4: 46,468 shares; 2025Q1: 46,582 shares; 2025Q2: 46,395 shares; 2025Q3: 43,289 shares 43,289 $2.47M 0.78% -3,106 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 4,693 shares; 2025Q1: 4,815 shares; 2025Q2: 4,831 shares; 2025Q3: 6,808 shares 6,808 $2.42M 0.76% +1,977 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 8,605 shares; 2025Q1: 8,381 shares; 2025Q2: 13,347 shares; 2025Q3: 12,130 shares 12,130 $2.26M 0.71% -1,217 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,352 shares; 2025Q1: 43,729 shares; 2025Q2: 45,447 shares; 2025Q3: 70,211 shares 70,211 $2.16M 0.68% +24,764 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 4,166 shares; 2025Q1: 4,166 shares; 2025Q2: 4,177 shares; 2025Q3: 4,213 shares 4,213 $2.01M 0.63% +36 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,019 shares; 2024Q4: 7,096 shares; 2025Q1: 7,076 shares; 2025Q2: 7,805 shares; 2025Q3: 9,002 shares 9,002 $1.98M 0.62% +1,197 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,633 shares; 2024Q4: 26,572 shares; 2025Q1: 26,005 shares; 2025Q2: 26,983 shares; 2025Q3: 26,352 shares 26,352 $1.94M 0.61% -631 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: 1,781 shares; 2025Q1: 1,819 shares; 2025Q2: 2,080 shares; 2025Q3: 3,170 shares 3,170 $1.9M 0.6% +1,090 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,068 shares; 2025Q1: 1,061 shares; 2025Q2: 4,072 shares; 2025Q3: 3,918 shares 3,918 $1.88M 0.59% -154 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,981 shares; 2024Q4: 4,204 shares; 2025Q1: 4,254 shares; 2025Q2: 4,550 shares; 2025Q3: 4,600 shares 4,600 $1.86M 0.58% +50 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,856 shares; 2024Q4: 16,583 shares; 2025Q1: 15,919 shares; 2025Q2: 15,900 shares; 2025Q3: 15,444 shares 15,444 $1.74M 0.54% -456 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,809 shares; 2024Q4: 34,694 shares; 2025Q1: 34,196 shares; 2025Q2: 34,202 shares; 2025Q3: 37,089 shares 37,089 $1.7M 0.53% +2,887 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,779 shares; 2024Q4: 19,448 shares; 2025Q1: 19,856 shares; 2025Q2: 19,916 shares; 2025Q3: 20,434 shares 20,434 $1.7M 0.53% +518 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,388 shares 25,388 $1.6M 0.5% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,141 shares; 2025Q3: 20,317 shares 20,317 $1.59M 0.5% +1,176 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,211 shares; 2024Q4: 40,708 shares; 2025Q1: 37,927 shares; 2025Q2: 37,391 shares; 2025Q3: 34,357 shares 34,357 $1.53M 0.48% -3,034 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,646 shares; 2024Q4: 6,658 shares; 2025Q1: 6,654 shares; 2025Q2: 5,729 shares; 2025Q3: 5,708 shares 5,708 $1.43M 0.45% -21 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,092 shares; 2025Q1: 34,981 shares; 2025Q2: 44,162 shares; 2025Q3: 56,843 shares 56,843 $1.43M 0.45% +12,681 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,048 shares; 2024Q4: 49,047 shares; 2025Q1: 64,282 shares; 2025Q2: 50,194 shares; 2025Q3: 55,330 shares 55,330 $1.42M 0.45% +5,136 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,298 shares; 2025Q1: 1,305 shares; 2025Q2: 1,588 shares; 2025Q3: 1,920 shares 1,920 $1.41M 0.44% +332 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,219 shares; 2025Q1: 19,799 shares; 2025Q2: 25,280 shares; 2025Q3: 33,264 shares 33,264 $1.4M 0.44% +7,984 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,828 shares; 2024Q4: 24,394 shares; 2025Q1: 25,366 shares; 2025Q2: 28,031 shares; 2025Q3: 32,637 shares 32,637 $1.38M 0.43% +4,606 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,212 shares 14,212 $1.37M 0.43% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,431 shares; 2025Q1: 1,862 shares; 2025Q2: 1,793 shares; 2025Q3: 2,179 shares 2,179 $1.33M 0.42% +386 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 4,724 shares; 2025Q1: 4,752 shares; 2025Q2: 4,590 shares; 2025Q3: 4,652 shares 4,652 $1.31M 0.41% +62 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,563 shares; 2024Q4: 6,524 shares; 2025Q1: 6,689 shares; 2025Q2: 24,285 shares; 2025Q3: 24,191 shares 24,191 $1.31M 0.41% -94 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,571 shares; 2025Q1: 1,566 shares; 2025Q2: 1,648 shares; 2025Q3: 2,197 shares 2,197 $1.31M 0.41% +549 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,693 shares; 2024Q4: 29,142 shares; 2025Q1: 29,202 shares; 2025Q2: 28,397 shares; 2025Q3: 27,890 shares 27,890 $1.24M 0.39% -507 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 4,557 shares; 2025Q1: 4,561 shares; 2025Q2: 4,691 shares; 2025Q3: 16,987 shares 16,987 $1.11M 0.35% +12,296 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,865 shares; 2025Q1: 1,901 shares; 2025Q2: 1,879 shares; 2025Q3: 2,447 shares 2,447 $1.09M 0.34% +568 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,397 shares; 2025Q1: 53,193 shares; 2025Q2: 56,841 shares; 2025Q3: 22,864 shares 22,864 $1.09M 0.34% -33,977 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,737 shares; 2024Q4: 7,379 shares; 2025Q1: 7,298 shares; 2025Q2: 7,974 shares; 2025Q3: 9,642 shares 9,642 $1.07M 0.33% +1,668 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,779 shares; 2024Q4: 28,665 shares; 2025Q1: 28,516 shares; 2025Q2: 28,313 shares; 2025Q3: 29,584 shares 29,584 $1.05M 0.33% +1,271 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,334 shares; 2024Q4: 21,095 shares; 2025Q1: 20,918 shares; 2025Q2: 30,600 shares; 2025Q3: 28,825 shares 28,825 $1.05M 0.33% -1,775 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,736 shares; 2025Q1: 2,734 shares; 2025Q2: 2,861 shares; 2025Q3: 3,011 shares 3,011 $1.03M 0.32% +150 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,315 shares; 2024Q4: 4,187 shares; 2025Q1: 3,794 shares; 2025Q2: 3,811 shares; 2025Q3: 4,124 shares 4,124 $1M 0.31% +313 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,013 shares; 2024Q4: 38,503 shares; 2025Q1: 40,744 shares; 2025Q2: 38,564 shares; 2025Q3: 40,980 shares 40,980 $984K 0.31% +2,416 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,994 shares; 2024Q4: 10,058 shares; 2025Q1: 10,143 shares; 2025Q2: 10,204 shares; 2025Q3: 10,272 shares 10,272 $974K 0.31% +68 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,778 shares; 2025Q1: 2,738 shares; 2025Q2: 2,979 shares; 2025Q3: 3,229 shares 3,229 $971K 0.3% +250 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,192 shares; 2024Q4: 47,280 shares; 2025Q1: 49,476 shares; 2025Q2: 51,079 shares; 2025Q3: 64,165 shares 64,165 $958K 0.3% +13,086 Timeline LQIG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,475 shares; 2024Q4: 10,583 shares; 2025Q1: 10,594 shares; 2025Q2: 10,091 shares; 2025Q3: 9,864 shares 9,864 $956K 0.3% -227 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,522 shares; 2025Q1: 15,188 shares; 2025Q2: 16,337 shares; 2025Q3: 30,910 shares 30,910 $955K 0.3% +14,573 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,135 shares; 2024Q4: 66,060 shares; 2025Q1: 58,387 shares; 2025Q2: 58,257 shares; 2025Q3: 51,504 shares 51,504 $950K 0.3% -6,753 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,356 shares; 2024Q4: 39,575 shares; 2025Q1: 39,094 shares; 2025Q2: 38,238 shares; 2025Q3: 39,859 shares 39,859 $928K 0.29% +1,621 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,639 shares; 2024Q4: 67,287 shares; 2025Q1: 64,138 shares; 2025Q2: 39,855 shares; 2025Q3: 31,106 shares 31,106 $914K 0.29% -8,749 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,897 shares; 2024Q4: 37,226 shares; 2025Q1: 38,638 shares; 2025Q2: 35,323 shares; 2025Q3: 24,995 shares 24,995 $902K 0.28% -10,328 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,479 shares; 2025Q1: 3,541 shares; 2025Q2: 4,347 shares; 2025Q3: 4,838 shares 4,838 $883K 0.28% +491 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,799 shares; 2024Q4: 19,494 shares; 2025Q1: 19,050 shares; 2025Q2: 19,134 shares; 2025Q3: 19,652 shares 19,652 $880K 0.28% +518 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 9,497 shares; 2025Q1: 9,455 shares; 2025Q2: 9,052 shares; 2025Q3: 17,628 shares 17,628 $878K 0.28% +8,576 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,663 shares; 2024Q4: 13,974 shares; 2025Q1: 13,410 shares; 2025Q2: 6,910 shares; 2025Q3: 3,338 shares 3,338 $867K 0.27% -3,572 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,894 shares; 2025Q3: 17,479 shares 17,479 $864K 0.27% +585 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 8,768 shares; 2025Q1: 9,005 shares; 2025Q2: 17,700 shares; 2025Q3: 10,845 shares 10,845 $856K 0.27% -6,855 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,810 shares; 2024Q4: 13,499 shares; 2025Q1: 13,475 shares; 2025Q2: 13,320 shares; 2025Q3: 11,135 shares 11,135 $851K 0.27% -2,185 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,654 shares; 2024Q4: 7,593 shares; 2025Q1: 7,561 shares; 2025Q2: 7,129 shares; 2025Q3: 7,358 shares 7,358 $843K 0.26% +229 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,174 shares; 2025Q3: 11,103 shares 11,103 $838K 0.26% +7,929 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,345 shares; 2025Q1: 16,323 shares; 2025Q2: 17,213 shares; 2025Q3: 23,096 shares 23,096 $824K 0.26% +5,883 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 8,353 shares; 2025Q1: 7,187 shares; 2025Q2: 5,793 shares; 2025Q3: 6,898 shares 6,898 $820K 0.26% +1,105 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,520 shares; 2025Q3: 8,129 shares 8,129 $815K 0.26% +609 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,431 shares; 2024Q4: 21,460 shares; 2025Q1: 17,696 shares; 2025Q2: 18,577 shares; 2025Q3: 26,734 shares 26,734 $813K 0.25% +8,157 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 1,983 shares; 2025Q1: 1,580 shares; 2025Q2: 1,587 shares; 2025Q3: 5,677 shares 5,677 $790K 0.25% +4,090 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: 5,155 shares; 2025Q1: 5,154 shares; 2025Q2: 4,698 shares; 2025Q3: 4,702 shares 4,702 $787K 0.25% +4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 5,089 shares; 2025Q1: 5,120 shares; 2025Q2: 5,149 shares; 2025Q3: 5,481 shares 5,481 $775K 0.24% +332 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,105 shares; 2024Q4: 8,045 shares; 2025Q1: 12,623 shares; 2025Q2: 13,997 shares; 2025Q3: 16,398 shares 16,398 $756K 0.24% +2,401 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 7,340 shares; 2025Q1: 7,392 shares; 2025Q2: 6,679 shares; 2025Q3: 6,676 shares 6,676 $753K 0.24% -3 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,038 shares; 2025Q1: 2,038 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares 2,038 $745K 0.23% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,387 shares; 2024Q4: 23,755 shares; 2025Q1: 23,435 shares; 2025Q2: 21,352 shares; 2025Q3: 20,068 shares 20,068 $739K 0.23% -1,284 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,384 shares; 2024Q4: 17,959 shares; 2025Q1: 17,993 shares; 2025Q2: 18,113 shares; 2025Q3: 15,416 shares 15,416 $713K 0.22% -2,697 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,414 shares; 2024Q4: 14,312 shares; 2025Q1: 14,240 shares; 2025Q2: 12,655 shares; 2025Q3: 13,337 shares 13,337 $707K 0.22% +682 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,560 shares; 2024Q4: 15,465 shares; 2025Q1: 15,484 shares; 2025Q2: 15,503 shares; 2025Q3: 15,517 shares 15,517 $692K 0.22% +14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,537 shares; 2024Q4: 9,671 shares; 2025Q1: 9,763 shares; 2025Q2: 9,866 shares; 2025Q3: 9,954 shares 9,954 $658K 0.21% +88 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 1,942 shares; 2025Q1: 1,957 shares; 2025Q2: 1,972 shares; 2025Q3: 2,663 shares 2,663 $649K 0.2% +691 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,372 shares; 2024Q4: 3,393 shares; 2025Q1: 3,438 shares; 2025Q2: 3,428 shares; 2025Q3: 3,433 shares 3,433 $636K 0.2% +5 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,726 shares; 2024Q4: 10,754 shares; 2025Q1: 9,410 shares; 2025Q2: 7,719 shares; 2025Q3: 7,332 shares 7,332 $626K 0.2% -387 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,355 shares 13,355 $624K 0.2% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 9,220 shares; 2025Q1: 9,112 shares; 2025Q2: 8,917 shares; 2025Q3: 9,101 shares 9,101 $623K 0.2% +184 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,412 shares; 2024Q4: 5,612 shares; 2025Q1: 7,552 shares; 2025Q2: 10,081 shares; 2025Q3: 12,422 shares 12,422 $622K 0.2% +2,341 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,132 shares; 2024Q4: 4,674 shares; 2025Q1: 4,318 shares; 2025Q2: 3,855 shares; 2025Q3: 4,028 shares 4,028 $619K 0.19% +173 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,613 shares; 2024Q4: 17,810 shares; 2025Q1: 18,655 shares; 2025Q2: 16,080 shares; 2025Q3: 30,916 shares 30,916 $618K 0.19% +14,836 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,726 shares; 2024Q4: 3,724 shares; 2025Q1: 3,672 shares; 2025Q2: 4,025 shares; 2025Q3: 5,993 shares 5,993 $618K 0.19% +1,968 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,297 shares; 2025Q3: 7,309 shares 7,309 $610K 0.19% +12 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,923 shares; 2024Q4: 20,092 shares; 2025Q1: 19,315 shares; 2025Q2: 20,445 shares; 2025Q3: 21,846 shares 21,846 $610K 0.19% +1,401 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,944 shares; 2025Q3: 5,613 shares 5,613 $610K 0.19% +1,669 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,821 shares; 2024Q4: 26,343 shares; 2025Q1: 27,664 shares; 2025Q2: 24,346 shares; 2025Q3: 30,419 shares 30,419 $610K 0.19% +6,073 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,676 shares; 2025Q3: 9,345 shares 9,345 $607K 0.19% +5,669 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,390 shares; 2025Q1: 13,810 shares; 2025Q2: 10,964 shares; 2025Q3: 11,952 shares 11,952 $607K 0.19% +988 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 463 shares; 2025Q3: 905 shares 905 $605K 0.19% +442 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,843 shares; 2024Q4: 23,471 shares; 2025Q1: 23,471 shares; 2025Q2: 23,471 shares; 2025Q3: 23,471 shares 23,471 $598K 0.19% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,639 shares; 2024Q4: 32,945 shares; 2025Q1: 32,850 shares; 2025Q2: 30,627 shares; 2025Q3: 30,651 shares 30,651 $596K 0.19% +24 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 505 shares; 2025Q1: 510 shares; 2025Q2: 620 shares; 2025Q3: 642 shares 642 $594K 0.19% +22 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,368 shares; 2024Q4: 21,416 shares; 2025Q1: 21,464 shares; 2025Q2: 21,486 shares; 2025Q3: 20,825 shares 20,825 $581K 0.18% -661 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,974 shares; 2024Q4: 19,808 shares; 2025Q1: 19,360 shares; 2025Q2: 21,230 shares; 2025Q3: 23,019 shares 23,019 $574K 0.18% +1,789 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,839 shares 14,839 $572K 0.18% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,451 shares; 2024Q4: 13,526 shares; 2025Q1: 13,440 shares; 2025Q2: 17,918 shares; 2025Q3: 17,967 shares 17,967 $566K 0.18% +49 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 691 shares; 2025Q1: 702 shares; 2025Q2: 706 shares; 2025Q3: 736 shares 736 $561K 0.18% +30 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 4,464 shares; 2025Q1: 4,363 shares; 2025Q2: 4,107 shares; 2025Q3: 4,145 shares 4,145 $557K 0.17% +38 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,470 shares; 2024Q4: 20,915 shares; 2025Q1: 20,696 shares; 2025Q2: 19,431 shares; 2025Q3: 19,336 shares 19,336 $546K 0.17% -95 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,644 shares; 2025Q1: 1,644 shares; 2025Q2: 1,643 shares; 2025Q3: 1,642 shares 1,642 $545K 0.17% -1 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,778 shares; 2025Q1: 1,877 shares; 2025Q2: 1,918 shares; 2025Q3: 1,843 shares 1,843 $541K 0.17% -75 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 7,448 shares; 2025Q1: 7,488 shares; 2025Q2: 7,343 shares; 2025Q3: 7,387 shares 7,387 $541K 0.17% +44 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,111 shares; 2024Q4: 7,104 shares; 2025Q1: 7,168 shares; 2025Q2: 6,205 shares; 2025Q3: 6,293 shares 6,293 $528K 0.17% +88 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,997 shares; 2024Q4: 11,974 shares; 2025Q1: 11,376 shares; 2025Q2: 11,264 shares; 2025Q3: 11,037 shares 11,037 $526K 0.16% -227 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,788 shares; 2024Q4: 9,924 shares; 2025Q1: 9,632 shares; 2025Q2: 14,312 shares; 2025Q3: 11,977 shares 11,977 $512K 0.16% -2,335 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 882 shares; 2025Q3: 1,890 shares 1,890 $512K 0.16% +1,008 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,242 shares; 2024Q4: 5,135 shares; 2025Q1: 4,949 shares; 2025Q2: 4,327 shares; 2025Q3: 5,108 shares 5,108 $511K 0.16% +781 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 5,402 shares; 2025Q1: 5,241 shares; 2025Q2: 5,260 shares; 2025Q3: 4,881 shares 4,881 $503K 0.16% -379 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: not reported; 2025Q2: 1,961 shares; 2025Q3: 2,558 shares 2,558 $501K 0.16% +597 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,655 shares; 2025Q1: 10,256 shares; 2025Q2: 14,275 shares; 2025Q3: 15,237 shares 15,237 $500K 0.16% +962 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 2,025 shares; 2025Q1: 1,989 shares; 2025Q2: 1,967 shares; 2025Q3: 2,143 shares 2,143 $496K 0.16% +176 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,148 shares; 2024Q4: 12,148 shares; 2025Q1: 12,148 shares; 2025Q2: 12,148 shares; 2025Q3: 12,148 shares 12,148 $495K 0.16% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,067 shares 4,067 $491K 0.15% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,915 shares; 2025Q2: 4,315 shares; 2025Q3: 4,924 shares 4,924 $490K 0.15% +609 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,370 shares; 2024Q4: 18,784 shares; 2025Q1: 18,419 shares; 2025Q2: 17,540 shares; 2025Q3: 17,310 shares 17,310 $490K 0.15% -230 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 507 shares; 2025Q3: 509 shares 509 $486K 0.15% +2 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,035 shares; 2025Q3: 4,536 shares 4,536 $483K 0.15% +501 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,357 shares; 2025Q1: 8,934 shares; 2025Q2: 10,265 shares; 2025Q3: 15,126 shares 15,126 $482K 0.15% +4,861 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,201 shares; 2024Q4: 7,046 shares; 2025Q1: 6,146 shares; 2025Q2: 6,110 shares; 2025Q3: 5,568 shares 5,568 $472K 0.15% -542 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,203 shares; 2025Q1: 9,784 shares; 2025Q2: 11,073 shares; 2025Q3: 15,203 shares 15,203 $464K 0.15% +4,130 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,093 shares; 2024Q4: 9,036 shares; 2025Q1: 8,928 shares; 2025Q2: 8,646 shares; 2025Q3: 8,920 shares 8,920 $450K 0.14% +274 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 875 shares; 2025Q1: 887 shares; 2025Q2: 895 shares; 2025Q3: 899 shares 899 $449K 0.14% +4 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,272 shares; 2025Q1: 1,133 shares; 2025Q2: not reported; 2025Q3: 2,166 shares 2,166 $447K 0.14% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,432 shares; 2025Q1: not reported; 2025Q2: 1,398 shares; 2025Q3: 1,544 shares 1,544 $434K 0.14% +146 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,007 shares; 2024Q4: 10,815 shares; 2025Q1: 10,343 shares; 2025Q2: 9,720 shares; 2025Q3: 10,523 shares 10,523 $434K 0.14% +803 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 5,069 shares; 2025Q1: 5,083 shares; 2025Q2: 5,082 shares; 2025Q3: 5,116 shares 5,116 $430K 0.13% +34 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,632 shares; 2025Q1: 2,633 shares; 2025Q2: 2,437 shares; 2025Q3: 2,151 shares 2,151 $422K 0.13% -286 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,912 shares; 2024Q4: 15,033 shares; 2025Q1: 15,104 shares; 2025Q2: 15,174 shares; 2025Q3: 16,245 shares 16,245 $420K 0.13% +1,071 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,480 shares; 2024Q4: 8,201 shares; 2025Q1: 8,201 shares; 2025Q2: 9,090 shares; 2025Q3: 7,473 shares 7,473 $414K 0.13% -1,617 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,460 shares; 2024Q4: 16,199 shares; 2025Q1: 15,271 shares; 2025Q2: 12,440 shares; 2025Q3: 12,114 shares 12,114 $411K 0.13% -326 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,600 shares; 2025Q1: 10,216 shares; 2025Q2: 11,154 shares; 2025Q3: 14,866 shares 14,866 $406K 0.13% +3,712 Timeline ROUNDHILL ROUNDHILL More: the full row for ROUNDHILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,022 shares 74,022 $405K 0.13% new CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,802 shares; 2024Q4: 5,507 shares; 2025Q1: 5,591 shares; 2025Q2: 4,728 shares; 2025Q3: 4,467 shares 4,467 $404K 0.13% -261 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,118 shares; 2025Q3: 5,176 shares 5,176 $404K 0.13% +58 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 378 shares; 2025Q3: 416 shares 416 $403K 0.13% +38 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,770 shares 5,770 $391K 0.12% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,054 shares; 2024Q4: 7,984 shares; 2025Q1: 7,709 shares; 2025Q2: 7,762 shares; 2025Q3: 8,998 shares 8,998 $390K 0.12% +1,236 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,495 shares; 2024Q4: 38,825 shares; 2025Q1: 30,673 shares; 2025Q2: 31,139 shares; 2025Q3: 32,568 shares 32,568 $390K 0.12% +1,429 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,108 shares; 2025Q3: 3,711 shares 3,711 $389K 0.12% +603 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,097 shares; 2024Q4: 8,137 shares; 2025Q1: 8,203 shares; 2025Q2: 8,254 shares; 2025Q3: 8,598 shares 8,598 $388K 0.12% +344 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,685 shares; 2025Q1: 1,635 shares; 2025Q2: 1,624 shares; 2025Q3: 1,639 shares 1,639 $387K 0.12% +15 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,009 shares 8,009 $384K 0.12% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,696 shares 2,696 $382K 0.12% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,128 shares; 2025Q1: 4,128 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares 4,075 $380K 0.12% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,880 shares; 2025Q3: 5,004 shares 5,004 $380K 0.12% +124 Timeline MEOH METHANEX CORP More: the full row for METHANEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares 9,500 $378K 0.12% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,458 shares; 2024Q4: 8,138 shares; 2025Q1: 8,140 shares; 2025Q2: 8,311 shares; 2025Q3: 8,042 shares 8,042 $373K 0.12% -269 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,974 shares; 2024Q4: 3,974 shares; 2025Q1: 3,917 shares; 2025Q2: 4,012 shares; 2025Q3: 4,724 shares 4,724 $371K 0.12% +712 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 2,123 shares; 2025Q1: 2,134 shares; 2025Q2: 1,943 shares; 2025Q3: 1,953 shares 1,953 $370K 0.12% +10 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,971 shares 3,971 $364K 0.11% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,478 shares; 2025Q2: not reported; 2025Q3: 4,946 shares 4,946 $360K 0.11% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 965 shares; 2025Q1: 962 shares; 2025Q2: 965 shares; 2025Q3: 967 shares 967 $357K 0.11% +2 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,789 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,648 shares; 2025Q3: 5,284 shares 5,284 $355K 0.11% +1,636 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,194 shares; 2024Q4: 4,052 shares; 2025Q1: 4,059 shares; 2025Q2: 4,433 shares; 2025Q3: 4,202 shares 4,202 $350K 0.11% -231 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,264 shares; 2024Q4: 10,536 shares; 2025Q1: 12,464 shares; 2025Q2: 11,576 shares; 2025Q3: 14,441 shares 14,441 $346K 0.11% +2,865 Timeline BLV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,765 shares; 2025Q3: 4,857 shares 4,857 $344K 0.11% +92 Timeline BKCH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,921 shares 3,921 $338K 0.11% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,312 shares; 2025Q3: 7,202 shares 7,202 $338K 0.11% -1,110 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,169 shares; 2024Q4: 16,686 shares; 2025Q1: 16,294 shares; 2025Q2: 15,223 shares; 2025Q3: 17,305 shares 17,305 $335K 0.11% +2,082 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,350 shares; 2024Q4: 12,786 shares; 2025Q1: 12,843 shares; 2025Q2: 12,691 shares; 2025Q3: 14,371 shares 14,371 $332K 0.1% +1,680 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 598 shares; 2025Q1: 440 shares; 2025Q2: 441 shares; 2025Q3: 441 shares 441 $329K 0.1% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,115 shares; 2025Q1: 5,121 shares; 2025Q2: 5,003 shares; 2025Q3: 4,963 shares 4,963 $329K 0.1% -40 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,505 shares; 2025Q1: 1,319 shares; 2025Q2: 1,320 shares; 2025Q3: 1,350 shares 1,350 $327K 0.1% +30 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,732 shares; 2024Q4: 8,393 shares; 2025Q1: 8,649 shares; 2025Q2: 7,969 shares; 2025Q3: 7,728 shares 7,728 $326K 0.1% -241 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 5,653 shares; 2025Q1: 5,219 shares; 2025Q2: 5,996 shares; 2025Q3: 5,937 shares 5,937 $320K 0.1% -59 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,439 shares; 2024Q4: 4,463 shares; 2025Q1: 5,190 shares; 2025Q2: 5,275 shares; 2025Q3: 4,894 shares 4,894 $318K 0.1% -381 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares 11,000 $318K 0.1% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,110 shares; 2024Q4: 7,728 shares; 2025Q1: 7,926 shares; 2025Q2: 5,800 shares; 2025Q3: 4,640 shares 4,640 $318K 0.1% -1,160 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,289 shares 5,289 $313K 0.1% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,390 shares; 2025Q1: 2,384 shares; 2025Q2: 2,253 shares; 2025Q3: 2,258 shares 2,258 $311K 0.1% +5 Timeline LRNZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,780 shares; 2025Q3: 6,780 shares 6,780 $309K 0.1% 0 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 6,864 shares; 2025Q1: 6,857 shares; 2025Q2: 7,091 shares; 2025Q3: 6,531 shares 6,531 $307K 0.1% -560 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,424 shares; 2024Q4: 8,146 shares; 2025Q1: 8,042 shares; 2025Q2: 7,675 shares; 2025Q3: 7,578 shares 7,578 $307K 0.1% -97 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,035 shares 8,035 $306K 0.1% new Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,999 shares 11,999 $306K 0.1% new Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,649 shares; 2024Q4: 6,607 shares; 2025Q1: 6,387 shares; 2025Q2: 6,196 shares; 2025Q3: 5,968 shares 5,968 $305K 0.1% -228 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,277 shares; 2025Q3: 5,309 shares 5,309 $304K 0.1% +32 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,415 shares; 2024Q4: 5,586 shares; 2025Q1: 5,586 shares; 2025Q2: 5,586 shares; 2025Q3: 5,625 shares 5,625 $304K 0.1% +39 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,347 shares; 2025Q1: 1,360 shares; 2025Q2: 1,369 shares; 2025Q3: 1,371 shares 1,371 $296K 0.09% +2 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,384 shares; 2024Q4: 14,196 shares; 2025Q1: 14,023 shares; 2025Q2: 13,286 shares; 2025Q3: 11,459 shares 11,459 $292K 0.09% -1,827 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 192 shares; 2025Q3: 241 shares 241 $289K 0.09% +49 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,092 shares; 2025Q1: 1,989 shares; 2025Q2: 1,725 shares; 2025Q3: 1,847 shares 1,847 $287K 0.09% +122 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,207 shares; 2024Q4: 12,162 shares; 2025Q1: 12,063 shares; 2025Q2: 10,342 shares; 2025Q3: 11,195 shares 11,195 $286K 0.09% +853 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 836 shares; 2025Q1: 837 shares; 2025Q2: 836 shares; 2025Q3: 837 shares 837 $285K 0.09% +1 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,635 shares; 2024Q4: 5,070 shares; 2025Q1: 5,029 shares; 2025Q2: 5,099 shares; 2025Q3: 4,276 shares 4,276 $285K 0.09% -823 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: 3,312 shares; 2025Q1: 3,319 shares; 2025Q2: 3,324 shares; 2025Q3: 3,249 shares 3,249 $285K 0.09% -75 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,853 shares; 2024Q4: 6,780 shares; 2025Q1: 6,679 shares; 2025Q2: 5,808 shares; 2025Q3: 6,163 shares 6,163 $283K 0.09% +355 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,385 shares; 2024Q4: 7,397 shares; 2025Q1: 7,210 shares; 2025Q2: 6,475 shares; 2025Q3: 6,444 shares 6,444 $283K 0.09% -31 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,216 shares; 2024Q4: 3,311 shares; 2025Q1: 2,828 shares; 2025Q2: 3,144 shares; 2025Q3: 3,156 shares 3,156 $283K 0.09% +12 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,239 shares 4,239 $279K 0.09% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 618 shares; 2025Q1: 574 shares; 2025Q2: 546 shares; 2025Q3: 586 shares 586 $278K 0.09% +40 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,052 shares; 2024Q4: 12,947 shares; 2025Q1: not reported; 2025Q2: 10,480 shares; 2025Q3: 14,475 shares 14,475 $278K 0.09% +3,995 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,242 shares; 2024Q4: 3,967 shares; 2025Q1: 3,757 shares; 2025Q2: 3,649 shares; 2025Q3: 3,284 shares 3,284 $275K 0.09% -365 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,066 shares 3,066 $274K 0.09% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,594 shares; 2024Q4: 3,604 shares; 2025Q1: 3,532 shares; 2025Q2: 3,523 shares; 2025Q3: 3,502 shares 3,502 $273K 0.09% -21 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,863 shares 1,863 $271K 0.09% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,839 shares; 2025Q3: 2,686 shares 2,686 $269K 0.08% -153 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,360 shares; 2025Q3: 5,173 shares 5,173 $267K 0.08% +813 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,555 shares; 2024Q4: 17,578 shares; 2025Q1: 17,602 shares; 2025Q2: 15,154 shares; 2025Q3: 14,547 shares 14,547 $265K 0.08% -607 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,349 shares; 2025Q1: 2,363 shares; 2025Q2: 2,370 shares; 2025Q3: 2,383 shares 2,383 $265K 0.08% +13 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,752 shares; 2024Q4: 11,861 shares; 2025Q1: 10,791 shares; 2025Q2: 9,030 shares; 2025Q3: 9,072 shares 9,072 $264K 0.08% +42 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 1,536 shares; 2025Q1: 1,567 shares; 2025Q2: 1,549 shares; 2025Q3: 1,569 shares 1,569 $261K 0.08% +20 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,724 shares; 2024Q4: 11,448 shares; 2025Q1: 11,220 shares; 2025Q2: 9,648 shares; 2025Q3: 11,086 shares 11,086 $260K 0.08% +1,438 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,926 shares; 2024Q4: 3,920 shares; 2025Q1: 3,950 shares; 2025Q2: 3,958 shares; 2025Q3: 4,147 shares 4,147 $259K 0.08% +189 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,995 shares; 2024Q4: 15,794 shares; 2025Q1: 15,173 shares; 2025Q2: 14,453 shares; 2025Q3: 14,328 shares 14,328 $255K 0.08% -125 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,112 shares; 2025Q3: 5,492 shares 5,492 $254K 0.08% -1,620 Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,847 shares; 2024Q4: 23,847 shares; 2025Q1: 23,453 shares; 2025Q2: 23,453 shares; 2025Q3: 22,554 shares 22,554 $254K 0.08% -899 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 892 shares 892 $249K 0.08% new Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,772 shares; 2024Q4: 3,566 shares; 2025Q1: 3,493 shares; 2025Q2: 3,062 shares; 2025Q3: 3,037 shares 3,037 $249K 0.08% -25 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,347 shares; 2024Q4: 28,468 shares; 2025Q1: 28,807 shares; 2025Q2: 26,819 shares; 2025Q3: 29,426 shares 29,426 $239K 0.08% +2,607 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,749 shares; 2025Q1: 1,724 shares; 2025Q2: 1,665 shares; 2025Q3: 1,673 shares 1,673 $236K 0.07% +8 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 2,363 shares; 2025Q2: 2,251 shares; 2025Q3: 1,758 shares 1,758 $235K 0.07% -493 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: 2,073 shares 2,073 $234K 0.07% +236 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,077 shares; 2024Q4: 7,477 shares; 2025Q1: 7,477 shares; 2025Q2: 5,477 shares; 2025Q3: 4,677 shares 4,677 $231K 0.07% -800 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,471 shares; 2024Q4: 4,471 shares; 2025Q1: 4,471 shares; 2025Q2: 4,471 shares; 2025Q3: 4,473 shares 4,473 $230K 0.07% +2 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,915 shares 1,915 $230K 0.07% new Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,994 shares; 2025Q3: 3,994 shares 3,994 $229K 0.07% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,505 shares 8,505 $228K 0.07% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,307 shares; 2024Q4: 11,126 shares; 2025Q1: 11,118 shares; 2025Q2: not reported; 2025Q3: 6,797 shares 6,797 $228K 0.07% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: 4,408 shares; 2025Q1: 4,381 shares; 2025Q2: 3,378 shares; 2025Q3: 3,311 shares 3,311 $223K 0.07% -67 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares 52 $223K 0.07% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,364 shares; 2025Q2: 1,375 shares; 2025Q3: 1,366 shares 1,366 $222K 0.07% -9 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,573 shares; 2025Q3: 2,550 shares 2,550 $221K 0.07% -23 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: 521 shares 521 $220K 0.07% -1 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 942 shares 942 $219K 0.07% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares 303 $218K 0.07% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,280 shares 2,280 $217K 0.07% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,564 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares 1,340 $217K 0.07% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 2,907 shares; 2025Q1: 6,122 shares; 2025Q2: 1,883 shares; 2025Q3: 1,944 shares 1,944 $217K 0.07% +61 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,574 shares 6,574 $216K 0.07% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares 650 $212K 0.07% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,849 shares 1,849 $211K 0.07% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,781 shares; 2025Q1: 1,757 shares; 2025Q2: 1,734 shares; 2025Q3: 1,488 shares 1,488 $209K 0.07% -246 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,228 shares; 2025Q1: 3,228 shares; 2025Q2: 3,228 shares; 2025Q3: 3,228 shares 3,228 $209K 0.07% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,896 shares; 2025Q3: 1,898 shares 1,898 $209K 0.07% +2 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,222 shares 4,222 $209K 0.07% new Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,465 shares 2,465 $208K 0.07% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,337 shares; 2025Q3: 1,259 shares 1,259 $204K 0.06% -78 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 417 shares; 2025Q3: 445 shares 445 $203K 0.06% +28 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 658 shares 658 $202K 0.06% new Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,833 shares; 2025Q1: 10,563 shares; 2025Q2: 9,129 shares; 2025Q3: 8,117 shares 8,117 $201K 0.06% -1,012 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,206 shares 1,206 $200K 0.06% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203 shares; 2025Q1: 204 shares; 2025Q2: 214 shares; 2025Q3: 214 shares 214 $200K 0.06% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,413 shares; 2024Q4: 11,441 shares; 2025Q1: 11,441 shares; 2025Q2: 11,441 shares; 2025Q3: 11,441 shares 11,441 $195K 0.06% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,591 shares 13,591 $133K 0.04% new Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,853 shares 12,853 $105K 0.03% new NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,300 shares; 2024Q4: 10,300 shares; 2025Q1: 10,300 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $31.4K 0.01% 0 Timeline ZNTL ZENTALIS PHARMACEUTICALS INC More: the full row for ZENTALIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $30.2K 0.01% 0 Timeline TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,505 shares; 2025Q3: 16,505 shares 16,505 $28.6K 0.01% 0