TFLO 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: 1,112,068 shares; 2024Q4: 618,863 shares; 2025Q1: 136,710 shares; 2025Q2: 81,272 shares; 2025Q3: 67,427 shares 67,427 $3.41M 28.66% -13,845 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,611 shares; 2024Q4: 386,848 shares; 2025Q1: 78,809 shares; 2025Q2: 45,986 shares; 2025Q3: 36,771 shares 36,771 $1.87M 15.68% -9,215 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,020 shares 12,020 $1.58M 13.25% new 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: not reported; 2024Q4: 10,593 shares; 2025Q1: 2,129 shares; 2025Q2: 1,287 shares; 2025Q3: 1,029 shares 1,029 $618K 5.19% -258 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: not reported; 2024Q4: 7,947 shares; 2025Q1: 1,608 shares; 2025Q2: 950 shares; 2025Q3: 761 shares 761 $507K 4.26% -189 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,384 shares; 2025Q3: 8,326 shares 8,326 $461K 3.87% -2,058 Timeline SHV 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: 7,831 shares; 2025Q2: 4,811 shares; 2025Q3: 4,008 shares 4,008 $443K 3.72% -803 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: not reported; 2024Q4: 16,301 shares; 2025Q1: 3,238 shares; 2025Q2: 1,936 shares; 2025Q3: 1,551 shares 1,551 $375K 3.15% -385 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: 1,648 shares; 2024Q4: 1,426 shares; 2025Q1: 1,420 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares 1,430 $364K 3.06% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 407 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares 377 $349K 2.93% 0 Timeline VGLT 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: 204,867 shares; 2024Q4: 128,052 shares; 2025Q1: 13,209 shares; 2025Q2: 7,201 shares; 2025Q3: 6,006 shares 6,006 $342K 2.87% -1,195 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: 8,381 shares; 2024Q4: 8,381 shares; 2025Q1: 8,381 shares; 2025Q2: 8,381 shares; 2025Q3: 8,381 shares 8,381 $298K 2.5% 0 Timeline XLC 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: not reported; 2024Q4: 23,426 shares; 2025Q1: 4,718 shares; 2025Q2: 2,746 shares; 2025Q3: 2,342 shares 2,342 $277K 2.33% -404 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: 38,838 shares; 2024Q4: 23,178 shares; 2025Q1: 5,332 shares; 2025Q2: 3,267 shares; 2025Q3: 2,732 shares 2,732 $264K 2.21% -535 Timeline PGX 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: 322,014 shares; 2024Q4: 186,915 shares; 2025Q1: 43,207 shares; 2025Q2: 27,145 shares; 2025Q3: 22,576 shares 22,576 $262K 2.2% -4,569 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,185 shares; 2025Q1: 5,354 shares; 2025Q2: 800 shares; 2025Q3: 638 shares 638 $257K 2.16% -162 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,257 shares; 2025Q3: 3,449 shares 3,449 $235K 1.97% -808 Timeline