SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,546,769 shares; 2024Q4: 12,226,421 shares; 2025Q1: 10,239,963 shares; 2025Q2: 8,029,770 shares; 2025Q3: 7,584,434 shares; 2025Q4: 6,194,274 shares 6,194,274 $497M 21.07% -1,390,160 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,786,079 shares; 2024Q4: 10,826,570 shares; 2025Q1: 12,746,076 shares; 2025Q2: 12,188,851 shares; 2025Q3: 9,819,587 shares; 2025Q4: 10,051,233 shares 10,051,233 $439M 18.6% +231,646 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094,775 shares; 2024Q4: 2,160,553 shares; 2025Q1: 2,176,576 shares; 2025Q2: 2,707,404 shares; 2025Q3: 9,275,964 shares; 2025Q4: 9,385,711 shares 9,385,711 $332M 14.06% +109,747 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,289,350 shares 3,289,350 $256M 10.86% new Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,669,679 shares; 2025Q3: 5,249,253 shares; 2025Q4: 5,373,945 shares 5,373,945 $192M 8.12% +124,692 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,892,825 shares; 2025Q2: 2,026,502 shares; 2025Q3: 3,606,368 shares; 2025Q4: 4,914,022 shares 4,914,022 $131M 5.56% +1,307,654 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908,027 shares; 2024Q4: 1,971,569 shares; 2025Q1: 2,949,200 shares; 2025Q2: 3,224,993 shares; 2025Q3: 1,521,408 shares; 2025Q4: 840,218 shares 840,218 $42.5M 1.8% -681,190 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,237 shares; 2024Q4: 1,755,024 shares; 2025Q1: 1,380,697 shares; 2025Q2: 1,212,690 shares; 2025Q3: 1,251,592 shares; 2025Q4: 1,195,446 shares 1,195,446 $39M 1.65% -56,146 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,346 shares; 2024Q4: 384,059 shares; 2025Q1: 794,795 shares; 2025Q2: 757,244 shares; 2025Q3: 836,450 shares; 2025Q4: 842,498 shares 842,498 $37.5M 1.59% +6,048 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 279,568 shares; 2025Q2: 343,540 shares; 2025Q3: 500,984 shares; 2025Q4: 670,355 shares 670,355 $30.9M 1.31% +169,371 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,767 shares; 2024Q4: 54,351 shares; 2025Q1: 51,429 shares; 2025Q2: 47,229 shares; 2025Q3: 45,254 shares; 2025Q4: 43,914 shares 43,914 $29.9M 1.27% -1,340 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,438 shares; 2024Q4: 349,282 shares; 2025Q1: 355,189 shares; 2025Q2: 359,801 shares; 2025Q3: 374,002 shares; 2025Q4: 371,527 shares 371,527 $28.5M 1.21% -2,475 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,134 shares; 2024Q4: 21,471 shares; 2025Q1: 24,781 shares; 2025Q2: 28,844 shares; 2025Q3: 226,193 shares; 2025Q4: 230,374 shares 230,374 $27.5M 1.17% +4,181 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 197,626 shares 197,626 $27.4M 1.16% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,309 shares; 2025Q1: 85,575 shares; 2025Q2: 78,280 shares; 2025Q3: 82,648 shares; 2025Q4: 64,867 shares 64,867 $13.3M 0.57% -17,781 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,294 shares; 2024Q4: 210,540 shares; 2025Q1: 216,493 shares; 2025Q2: 217,114 shares; 2025Q3: 226,160 shares; 2025Q4: 229,709 shares 229,709 $13.3M 0.56% +3,549 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,580 shares; 2024Q4: 35,372 shares; 2025Q1: 35,006 shares; 2025Q2: 35,283 shares; 2025Q3: 35,107 shares; 2025Q4: 34,864 shares 34,864 $13M 0.55% -243 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,075 shares; 2024Q4: 516,767 shares; 2025Q1: 446,380 shares; 2025Q2: 487,095 shares; 2025Q3: 334,294 shares; 2025Q4: 374,529 shares 374,529 $12.8M 0.54% +40,235 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109,099 shares; 2025Q3: 116,636 shares; 2025Q4: 114,793 shares 114,793 $11.3M 0.48% -1,843 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 342,606 shares; 2025Q2: 499,848 shares; 2025Q3: 502,897 shares; 2025Q4: 339,894 shares 339,894 $9.67M 0.41% -163,003 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 227,037 shares; 2025Q2: 222,642 shares; 2025Q3: 248,459 shares; 2025Q4: 237,877 shares 237,877 $9.37M 0.4% -10,582 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,905 shares; 2024Q4: 33,882 shares; 2025Q1: 34,297 shares; 2025Q2: 32,417 shares; 2025Q3: 32,259 shares; 2025Q4: 31,526 shares 31,526 $8.57M 0.36% -733 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,447 shares; 2025Q3: 99,082 shares; 2025Q4: 95,743 shares 95,743 $7.88M 0.33% -3,339 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,205 shares; 2024Q4: 12,403 shares; 2025Q1: 11,781 shares; 2025Q2: 10,924 shares; 2025Q3: 144,592 shares; 2025Q4: 141,121 shares 141,121 $6.61M 0.28% -3,471 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,728 shares; 2024Q4: 28,725 shares; 2025Q1: 28,754 shares; 2025Q2: 28,752 shares; 2025Q3: 28,743 shares; 2025Q4: 28,743 shares 28,743 $6.55M 0.28% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,702 shares; 2024Q4: 85,479 shares; 2025Q1: 84,056 shares; 2025Q2: 80,156 shares; 2025Q3: 78,973 shares; 2025Q4: 77,372 shares 77,372 $5.38M 0.23% -1,601 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,707 shares; 2024Q4: 7,313 shares; 2025Q1: 8,398 shares; 2025Q2: 7,259 shares; 2025Q3: 8,232 shares; 2025Q4: 8,646 shares 8,646 $5.31M 0.23% +414 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,754 shares; 2024Q4: 30,328 shares; 2025Q1: 28,723 shares; 2025Q2: 27,600 shares; 2025Q3: 26,690 shares; 2025Q4: 27,095 shares 27,095 $5.05M 0.21% +405 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,366 shares; 2024Q4: 9,452 shares; 2025Q1: 9,618 shares; 2025Q2: 9,793 shares; 2025Q3: 9,923 shares; 2025Q4: 9,570 shares 9,570 $4.63M 0.2% -353 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,551,789 shares; 2024Q4: 16,600,090 shares; 2025Q1: 10,778,123 shares; 2025Q2: 11,517,435 shares; 2025Q3: 6,753,973 shares; 2025Q4: 158,731 shares 158,731 $4.21M 0.18% -6,595,242 Timeline FMB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,816 shares; 2024Q4: 91,276 shares; 2025Q1: 87,984 shares; 2025Q2: 82,312 shares; 2025Q3: 69,289 shares; 2025Q4: 64,676 shares 64,676 $3.31M 0.14% -4,613 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,822 shares; 2024Q4: 7,777 shares; 2025Q1: 7,568 shares; 2025Q2: 7,470 shares; 2025Q3: 7,484 shares; 2025Q4: 6,620 shares 6,620 $3.23M 0.14% -864 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 1,680 shares; 2025Q1: 1,618 shares; 2025Q2: 4,194 shares; 2025Q3: 4,592 shares; 2025Q4: 4,720 shares 4,720 $2.96M 0.13% +128 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,459 shares; 2024Q4: 90,290 shares; 2025Q1: 93,206 shares; 2025Q2: 96,697 shares; 2025Q3: 112,169 shares; 2025Q4: 107,013 shares 107,013 $2.66M 0.11% -5,156 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,631 shares; 2024Q4: 8,903 shares; 2025Q1: 8,871 shares; 2025Q2: 8,665 shares; 2025Q3: 8,721 shares; 2025Q4: 8,453 shares 8,453 $2.65M 0.11% -268 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,673 shares; 2024Q4: 13,670 shares; 2025Q1: 13,670 shares; 2025Q2: 13,678 shares; 2025Q3: 13,726 shares; 2025Q4: 13,723 shares 13,723 $2.55M 0.11% -3 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,635 shares; 2024Q4: 23,906 shares; 2025Q1: 24,266 shares; 2025Q2: 23,754 shares; 2025Q3: 23,763 shares; 2025Q4: 23,773 shares 23,773 $2.54M 0.11% +10 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 3,851 shares; 2025Q1: 4,573 shares; 2025Q2: 5,100 shares; 2025Q3: 5,321 shares; 2025Q4: 5,444 shares 5,444 $2.45M 0.1% +123 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,110 shares; 2024Q4: 12,938 shares; 2025Q1: 13,016 shares; 2025Q2: 12,876 shares; 2025Q3: 12,887 shares; 2025Q4: 12,443 shares 12,443 $2.43M 0.1% -444 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,657 shares; 2024Q4: 9,714 shares; 2025Q1: 10,328 shares; 2025Q2: 10,766 shares; 2025Q3: 10,815 shares; 2025Q4: 10,370 shares 10,370 $2.39M 0.1% -445 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,367 shares; 2024Q4: 3,683 shares; 2025Q1: 3,681 shares; 2025Q2: 3,997 shares; 2025Q3: 5,692 shares; 2025Q4: 5,944 shares 5,944 $2.36M 0.1% +252 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,214 shares; 2024Q4: 128,069 shares; 2025Q1: 56,590 shares; 2025Q2: 97,734 shares; 2025Q3: 84,099 shares; 2025Q4: 43,606 shares 43,606 $2.07M 0.09% -40,493 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,359 shares; 2024Q4: 6,331 shares; 2025Q1: 6,321 shares; 2025Q2: 6,320 shares; 2025Q3: 6,328 shares; 2025Q4: 6,291 shares 6,291 $2.06M 0.09% -37 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,952 shares; 2024Q4: 21,347 shares; 2025Q1: 21,400 shares; 2025Q2: 24,180 shares; 2025Q3: 24,037 shares; 2025Q4: 24,699 shares 24,699 $2.04M 0.09% +662 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,406 shares; 2024Q4: 6,527 shares; 2025Q1: 6,861 shares; 2025Q2: 6,855 shares; 2025Q3: 6,734 shares; 2025Q4: 6,233 shares 6,233 $1.96M 0.08% -501 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 2,936 shares; 2025Q1: 2,940 shares; 2025Q2: 2,954 shares; 2025Q3: 2,900 shares; 2025Q4: 2,763 shares 2,763 $1.89M 0.08% -137 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,807 shares; 2024Q4: 69,701 shares; 2025Q1: 48,303 shares; 2025Q2: 43,583 shares; 2025Q3: 43,429 shares; 2025Q4: 39,529 shares 39,529 $1.82M 0.08% -3,900 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,735 shares 70,735 $1.66M 0.07% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,625 shares; 2024Q4: 31,129 shares; 2025Q1: 30,350 shares; 2025Q2: 29,774 shares; 2025Q3: 41,580 shares; 2025Q4: 44,092 shares 44,092 $1.53M 0.06% +2,512 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,501 shares; 2024Q4: 11,615 shares; 2025Q1: 12,149 shares; 2025Q2: 12,519 shares; 2025Q3: 13,122 shares; 2025Q4: 12,242 shares 12,242 $1.47M 0.06% -880 Timeline DOCT 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 428,223 shares; 2025Q1: 684,872 shares; 2025Q2: 617,258 shares; 2025Q3: 33,921 shares; 2025Q4: 33,241 shares 33,241 $1.47M 0.06% -680 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,390 shares; 2024Q4: 46,098 shares; 2025Q1: 54,502 shares; 2025Q2: 55,087 shares; 2025Q3: 55,701 shares; 2025Q4: 56,559 shares 56,559 $1.44M 0.06% +858 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,682 shares; 2025Q1: 3,856 shares; 2025Q2: 3,804 shares; 2025Q3: 4,003 shares; 2025Q4: 3,929 shares 3,929 $1.27M 0.05% -74 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,555 shares; 2025Q1: 3,554 shares; 2025Q2: 4,257 shares; 2025Q3: 4,203 shares; 2025Q4: 3,615 shares 3,615 $1.21M 0.05% -588 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,332 shares; 2024Q4: 6,443 shares; 2025Q1: 5,216 shares; 2025Q2: 4,511 shares; 2025Q3: 4,401 shares; 2025Q4: 4,775 shares 4,775 $1.18M 0.05% +374 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,207 shares; 2024Q4: 6,252 shares; 2025Q1: 8,179 shares; 2025Q2: 6,787 shares; 2025Q3: 7,957 shares; 2025Q4: 8,745 shares 8,745 $1.16M 0.05% +788 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 8,339 shares; 2025Q1: 9,693 shares; 2025Q2: 14,214 shares; 2025Q3: 15,585 shares; 2025Q4: 15,084 shares 15,084 $1.13M 0.05% -501 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,932 shares; 2024Q4: 38,650 shares; 2025Q1: 32,804 shares; 2025Q2: 32,226 shares; 2025Q3: 32,248 shares; 2025Q4: 24,794 shares 24,794 $1.1M 0.05% -7,454 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 6,160 shares; 2025Q1: 5,982 shares; 2025Q2: 6,867 shares; 2025Q3: 7,079 shares; 2025Q4: 5,698 shares 5,698 $1.09M 0.05% -1,381 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,123 shares; 2024Q4: 8,132 shares; 2025Q1: 10,329 shares; 2025Q2: 9,043 shares; 2025Q3: 13,744 shares; 2025Q4: 15,493 shares 15,493 $1.08M 0.05% +1,749 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,698 shares; 2024Q4: 9,390 shares; 2025Q1: 9,455 shares; 2025Q2: 9,726 shares; 2025Q3: 9,647 shares; 2025Q4: 9,607 shares 9,607 $1.07M 0.05% -40 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,429 shares; 2024Q4: 5,304 shares; 2025Q1: 5,122 shares; 2025Q2: 5,073 shares; 2025Q3: 5,001 shares; 2025Q4: 5,034 shares 5,034 $1.05M 0.04% +33 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,514 shares; 2024Q4: 15,530 shares; 2025Q1: 15,530 shares; 2025Q2: 15,299 shares; 2025Q3: 15,315 shares; 2025Q4: 15,332 shares 15,332 $1.03M 0.04% +17 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,948 shares; 2024Q4: 18,075 shares; 2025Q1: 16,174 shares; 2025Q2: 14,095 shares; 2025Q3: 11,467 shares; 2025Q4: 10,433 shares 10,433 $1M 0.04% -1,034 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,558 shares; 2024Q4: 12,325 shares; 2025Q1: 12,366 shares; 2025Q2: 11,119 shares; 2025Q3: 11,587 shares; 2025Q4: 11,081 shares 11,081 $991K 0.04% -506 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,458 shares; 2024Q4: 6,444 shares; 2025Q1: 6,495 shares; 2025Q2: 6,336 shares; 2025Q3: 6,350 shares; 2025Q4: 6,351 shares 6,351 $976K 0.04% +1 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,637 shares; 2025Q1: 1,706 shares; 2025Q2: 1,697 shares; 2025Q3: 1,701 shares; 2025Q4: 1,705 shares 1,705 $973K 0.04% +4 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,686 shares; 2024Q4: 12,746 shares; 2025Q1: 13,895 shares; 2025Q2: 17,142 shares; 2025Q3: 16,739 shares; 2025Q4: 16,618 shares 16,618 $966K 0.04% -121 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,351 shares; 2025Q1: 5,443 shares; 2025Q2: 5,602 shares; 2025Q3: 5,382 shares; 2025Q4: 5,404 shares 5,404 $961K 0.04% +22 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,724 shares; 2025Q1: 6,962 shares; 2025Q2: 6,962 shares; 2025Q3: 6,982 shares; 2025Q4: 6,982 shares 6,982 $944K 0.04% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,904 shares; 2024Q4: 4,897 shares; 2025Q1: 4,903 shares; 2025Q2: 4,905 shares; 2025Q3: 5,001 shares; 2025Q4: 4,950 shares 4,950 $908K 0.04% -51 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 3,077 shares; 2025Q1: 3,028 shares; 2025Q2: 3,023 shares; 2025Q3: 2,973 shares; 2025Q4: 2,951 shares 2,951 $902K 0.04% -22 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,074 shares; 2024Q4: 39,607 shares; 2025Q1: 48,711 shares; 2025Q2: 39,809 shares; 2025Q3: 37,066 shares; 2025Q4: 31,893 shares 31,893 $875K 0.04% -5,173 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,303 shares; 2024Q4: 11,325 shares; 2025Q1: 11,325 shares; 2025Q2: 11,360 shares; 2025Q3: 13,114 shares; 2025Q4: 13,434 shares 13,434 $865K 0.04% +320 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 4,137 shares; 2025Q1: 4,137 shares; 2025Q2: 4,137 shares; 2025Q3: 4,137 shares; 2025Q4: 4,137 shares 4,137 $826K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,653 shares; 2024Q4: 340,239 shares; 2025Q1: 372,621 shares; 2025Q2: 392,016 shares; 2025Q3: 17,394 shares; 2025Q4: 14,306 shares 14,306 $819K 0.03% -3,088 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 4,481 shares; 2025Q1: 4,649 shares; 2025Q2: 4,609 shares; 2025Q3: 4,953 shares; 2025Q4: 6,206 shares 6,206 $800K 0.03% +1,253 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,454 shares; 2024Q4: 18,348 shares; 2025Q1: 18,466 shares; 2025Q2: 18,443 shares; 2025Q3: 19,558 shares; 2025Q4: 19,586 shares 19,586 $798K 0.03% +28 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,726 shares; 2025Q1: 2,726 shares; 2025Q2: 2,726 shares; 2025Q3: 2,755 shares; 2025Q4: 2,755 shares 2,755 $795K 0.03% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,620 shares; 2025Q1: 2,716 shares; 2025Q2: 2,310 shares; 2025Q3: 2,656 shares; 2025Q4: 2,657 shares 2,657 $787K 0.03% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,766 shares; 2024Q4: 14,779 shares; 2025Q1: 14,785 shares; 2025Q2: 14,794 shares; 2025Q3: 13,935 shares; 2025Q4: 13,838 shares 13,838 $786K 0.03% -97 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 1,042 shares; 2025Q1: 1,087 shares; 2025Q2: 1,130 shares; 2025Q3: 1,171 shares; 2025Q4: 1,184 shares 1,184 $782K 0.03% +13 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,346 shares; 2025Q1: 3,771 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 5,377 shares 5,377 $774K 0.03% +2,827 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,279 shares; 2025Q1: 3,104 shares; 2025Q2: 3,090 shares; 2025Q3: 2,995 shares; 2025Q4: 3,034 shares 3,034 $767K 0.03% +39 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,489 shares; 2024Q4: 13,560 shares; 2025Q1: 13,470 shares; 2025Q2: 13,503 shares; 2025Q3: 14,570 shares; 2025Q4: 16,680 shares 16,680 $765K 0.03% +2,110 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,864 shares; 2024Q4: 24,946 shares; 2025Q1: 25,863 shares; 2025Q2: 25,836 shares; 2025Q3: 26,381 shares; 2025Q4: 26,133 shares 26,133 $753K 0.03% -248 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,576 shares; 2024Q4: 9,856 shares; 2025Q1: 10,251 shares; 2025Q2: 10,042 shares; 2025Q3: 10,416 shares; 2025Q4: 9,090 shares 9,090 $738K 0.03% -1,326 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,028 shares; 2024Q4: 4,966 shares; 2025Q1: 4,964 shares; 2025Q2: 4,955 shares; 2025Q3: 4,967 shares; 2025Q4: 4,859 shares 4,859 $697K 0.03% -108 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 3,318 shares; 2025Q1: 3,314 shares; 2025Q2: 3,319 shares; 2025Q3: 3,007 shares; 2025Q4: 3,030 shares 3,030 $692K 0.03% +23 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 2,764 shares; 2025Q1: 2,750 shares; 2025Q2: 2,811 shares; 2025Q3: 2,894 shares; 2025Q4: 2,355 shares 2,355 $683K 0.03% -539 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: 4,287 shares; 2025Q1: 4,295 shares; 2025Q2: 4,406 shares; 2025Q3: 3,638 shares; 2025Q4: 3,643 shares 3,643 $676K 0.03% +5 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,728 shares; 2024Q4: 8,329 shares; 2025Q1: 8,365 shares; 2025Q2: 7,562 shares; 2025Q3: 7,514 shares; 2025Q4: 6,789 shares 6,789 $673K 0.03% -725 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,176 shares; 2024Q4: 8,205 shares; 2025Q1: 8,205 shares; 2025Q2: 7,430 shares; 2025Q3: 13,209 shares; 2025Q4: 16,115 shares 16,115 $648K 0.03% +2,906 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,433 shares; 2024Q4: 57,235 shares; 2025Q1: 56,392 shares; 2025Q2: 56,432 shares; 2025Q3: 54,799 shares; 2025Q4: 49,010 shares 49,010 $643K 0.03% -5,789 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,441 shares; 2024Q4: 365,971 shares; 2025Q1: 654,308 shares; 2025Q2: 582,298 shares; 2025Q3: 16,679 shares; 2025Q4: 13,885 shares 13,885 $634K 0.03% -2,794 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,941 shares; 2024Q4: 8,135 shares; 2025Q1: 8,016 shares; 2025Q2: 7,804 shares; 2025Q3: 7,780 shares; 2025Q4: 7,781 shares 7,781 $625K 0.03% +1 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 7,910 shares; 2025Q1: 4,958 shares; 2025Q2: 3,996 shares; 2025Q3: 3,368 shares; 2025Q4: 3,194 shares 3,194 $612K 0.03% -174 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,372 shares; 2025Q2: 5,993 shares; 2025Q3: 9,428 shares; 2025Q4: 11,733 shares 11,733 $583K 0.02% +2,305 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,330 shares; 2025Q1: 4,377 shares; 2025Q2: 4,322 shares; 2025Q3: 4,229 shares; 2025Q4: 4,042 shares 4,042 $579K 0.02% -187 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,793 shares; 2024Q4: 20,384 shares; 2025Q1: 14,432 shares; 2025Q2: 13,859 shares; 2025Q3: 13,859 shares; 2025Q4: 13,859 shares 13,859 $553K 0.02% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,762 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,793 shares; 2025Q4: 1,793 shares 1,793 $552K 0.02% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,722 shares; 2024Q4: 20,806 shares; 2025Q1: 20,214 shares; 2025Q2: 20,217 shares; 2025Q3: 13,809 shares; 2025Q4: 11,797 shares 11,797 $552K 0.02% -2,012 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,637 shares; 2025Q1: 3,224 shares; 2025Q2: 3,414 shares; 2025Q3: 4,020 shares; 2025Q4: 5,078 shares 5,078 $544K 0.02% +1,058 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,845 shares; 2024Q4: 13,745 shares; 2025Q1: 13,745 shares; 2025Q2: 13,745 shares; 2025Q3: 13,576 shares; 2025Q4: 11,938 shares 11,938 $530K 0.02% -1,638 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,230 shares; 2025Q1: 2,284 shares; 2025Q2: 2,258 shares; 2025Q3: 2,541 shares; 2025Q4: 2,503 shares 2,503 $518K 0.02% -38 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 313 shares; 2025Q1: 329 shares; 2025Q2: 302 shares; 2025Q3: 438 shares; 2025Q4: 457 shares 457 $491K 0.02% +19 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 975 shares; 2025Q1: 992 shares; 2025Q2: 986 shares; 2025Q3: 921 shares; 2025Q4: 921 shares 921 $463K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 793 shares; 2025Q1: 804 shares; 2025Q2: 793 shares; 2025Q3: 801 shares; 2025Q4: 801 shares 801 $454K 0.02% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 2,169 shares; 2025Q1: 2,169 shares; 2025Q2: 2,169 shares; 2025Q3: 2,178 shares; 2025Q4: 2,219 shares 2,219 $441K 0.02% +41 Timeline MEI METHODE ELECTRS INC More: the full row for METHODE ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,208 shares; 2025Q4: 65,208 shares 65,208 $433K 0.02% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,057 shares; 2025Q1: not reported; 2025Q2: 1,032 shares; 2025Q3: 1,230 shares; 2025Q4: 1,231 shares 1,231 $426K 0.02% +1 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 1,186 shares; 2025Q1: 1,186 shares; 2025Q2: 1,186 shares; 2025Q3: 1,249 shares; 2025Q4: 1,136 shares 1,136 $409K 0.02% -113 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,010 shares; 2024Q4: 5,210 shares; 2025Q1: 5,269 shares; 2025Q2: 4,450 shares; 2025Q3: 4,436 shares; 2025Q4: 9,133 shares 9,133 $408K 0.02% +4,697 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,975 shares; 2025Q1: 2,742 shares; 2025Q2: 2,742 shares; 2025Q3: 2,742 shares; 2025Q4: 3,391 shares 3,391 $406K 0.02% +649 Timeline DMAY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,025 shares; 2025Q3: 9,024 shares; 2025Q4: 8,911 shares 8,911 $403K 0.02% -113 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 4,336 shares; 2025Q1: 2,531 shares; 2025Q2: 4,503 shares; 2025Q3: 4,347 shares; 2025Q4: 3,983 shares 3,983 $398K 0.02% -364 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,186 shares; 2025Q3: 1,190 shares; 2025Q4: 1,131 shares 1,131 $398K 0.02% -59 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 784 shares; 2025Q1: 794 shares; 2025Q2: 494 shares; 2025Q3: 364 shares; 2025Q4: 4,219 shares 4,219 $396K 0.02% +3,855 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,622 shares; 2025Q2: 13,036 shares; 2025Q3: 13,147 shares; 2025Q4: 17,831 shares 17,831 $394K 0.02% +4,684 Timeline DSEP 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,631 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,816 shares; 2025Q4: 8,721 shares 8,721 $392K 0.02% -95 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 13,711 shares; 2025Q1: 12,630 shares; 2025Q2: 11,621 shares; 2025Q3: 11,623 shares; 2025Q4: 6,252 shares 6,252 $391K 0.02% -5,371 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,752 shares; 2024Q4: 5,784 shares; 2025Q1: 5,041 shares; 2025Q2: 4,749 shares; 2025Q3: 4,007 shares; 2025Q4: 3,870 shares 3,870 $384K 0.02% -137 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,051 shares; 2024Q4: 40,485 shares; 2025Q1: 39,331 shares; 2025Q2: 10,602 shares; 2025Q3: 9,327 shares; 2025Q4: 9,554 shares 9,554 $382K 0.02% +227 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,138 shares; 2025Q1: 3,148 shares; 2025Q2: 3,149 shares; 2025Q3: 3,370 shares; 2025Q4: 2,679 shares 2,679 $378K 0.02% -691 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,312 shares; 2024Q4: 12,138 shares; 2025Q1: 10,873 shares; 2025Q2: 7,656 shares; 2025Q3: 7,656 shares; 2025Q4: 12,532 shares 12,532 $370K 0.02% +4,876 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 4,841 shares; 2025Q1: 4,854 shares; 2025Q2: 5,514 shares; 2025Q3: 5,391 shares; 2025Q4: 5,415 shares 5,415 $357K 0.02% +24 Timeline SDVY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 491,017 shares; 2025Q1: 503,089 shares; 2025Q2: 9,024 shares; 2025Q3: 8,885 shares; 2025Q4: 8,915 shares 8,915 $342K 0.01% +30 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 957 shares; 2025Q1: 1,546 shares; 2025Q2: 1,073 shares; 2025Q3: 1,049 shares; 2025Q4: 1,049 shares 1,049 $339K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,945 shares 8,945 $330K 0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 803 shares; 2025Q4: 803 shares 803 $312K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,728 shares; 2025Q1: 3,490 shares; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares; 2025Q4: 7,217 shares 7,217 $308K 0.01% +3,609 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,658 shares; 2024Q4: 2,018 shares; 2025Q1: 1,570 shares; 2025Q2: 1,550 shares; 2025Q3: 1,531 shares; 2025Q4: 1,172 shares 1,172 $302K 0.01% -359 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,411 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: 2,484 shares 2,484 $296K 0.01% +73 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 794 shares; 2025Q1: 1,064 shares; 2025Q2: 1,064 shares; 2025Q3: 1,064 shares; 2025Q4: 863 shares 863 $296K 0.01% -201 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 451 shares; 2025Q4: 451 shares 451 $295K 0.01% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,626 shares; 2024Q4: 8,629 shares; 2025Q1: 8,314 shares; 2025Q2: 8,317 shares; 2025Q3: 8,317 shares; 2025Q4: 7,174 shares 7,174 $293K 0.01% -1,143 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,535 shares; 2025Q4: 11,854 shares 11,854 $285K 0.01% +319 Timeline OS ONESTREAM INC More: the full row for ONESTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,403 shares; 2025Q4: 15,403 shares 15,403 $283K 0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,272 shares; 2025Q1: 2,222 shares; 2025Q2: 2,219 shares; 2025Q3: 2,235 shares; 2025Q4: 2,235 shares 2,235 $280K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,042 shares; 2025Q1: 1,043 shares; 2025Q2: 893 shares; 2025Q3: 894 shares; 2025Q4: 895 shares 895 $278K 0.01% +1 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,529 shares; 2025Q4: 12,145 shares 12,145 $272K 0.01% +616 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,969 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,992 shares; 2025Q4: 3,813 shares 3,813 $265K 0.01% -179 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,138 shares; 2025Q1: 2,045 shares; 2025Q2: 1,817 shares; 2025Q3: 1,829 shares; 2025Q4: 1,838 shares 1,838 $264K 0.01% +9 Timeline FPEI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,996 shares; 2025Q2: 11,155 shares; 2025Q3: 13,234 shares; 2025Q4: 13,431 shares 13,431 $260K 0.01% +197 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,114 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares; 2025Q4: 2,114 shares 2,114 $260K 0.01% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 729 shares; 2025Q2: 732 shares; 2025Q3: 781 shares; 2025Q4: 730 shares 730 $251K 0.01% -51 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,824 shares; 2025Q1: 3,424 shares; 2025Q2: 5,599 shares; 2025Q3: 5,599 shares; 2025Q4: 3,924 shares 3,924 $250K 0.01% -1,675 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 522 shares; 2025Q4: 522 shares 522 $243K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,391 shares; 2025Q3: 1,401 shares; 2025Q4: 1,374 shares 1,374 $238K 0.01% -27 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 5,105 shares; 2025Q1: 5,105 shares; 2025Q2: 5,105 shares; 2025Q3: 5,105 shares; 2025Q4: 5,105 shares 5,105 $237K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,351 shares; 2025Q1: not reported; 2025Q2: 1,123 shares; 2025Q3: 1,129 shares; 2025Q4: 1,089 shares 1,089 $236K 0.01% -40 Timeline DAUG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,585 shares; 2025Q4: 5,301 shares 5,301 $235K 0.01% -3,284 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,704 shares; 2024Q4: 1,456 shares; 2025Q1: 1,494 shares; 2025Q2: not reported; 2025Q3: 1,545 shares; 2025Q4: 1,541 shares 1,541 $235K 0.01% -4 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 371 shares; 2025Q1: 417 shares; 2025Q2: 421 shares; 2025Q3: 283 shares; 2025Q4: 271 shares 271 $234K 0.01% -12 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 642 shares; 2025Q2: 643 shares; 2025Q3: 664 shares; 2025Q4: 661 shares 661 $232K 0.01% -3 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,505 shares; 2025Q1: 2,489 shares; 2025Q2: 2,257 shares; 2025Q3: 2,625 shares; 2025Q4: 2,635 shares 2,635 $230K 0.01% +10 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 865 shares 865 $222K 0.01% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,554 shares; 2025Q4: 1,556 shares 1,556 $220K 0.01% +2 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,990 shares 2,990 $220K 0.01% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157 shares 157 $219K 0.01% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,952 shares; 2024Q4: 9,208 shares; 2025Q1: 8,729 shares; 2025Q2: 8,740 shares; 2025Q3: 8,729 shares; 2025Q4: 8,729 shares 8,729 $217K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,270 shares; 2025Q2: not reported; 2025Q3: 6,254 shares; 2025Q4: 6,254 shares 6,254 $217K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,064 shares; 2025Q1: 3,164 shares; 2025Q2: 3,164 shares; 2025Q3: 3,164 shares; 2025Q4: 3,164 shares 3,164 $216K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares; 2025Q4: 1,662 shares 1,662 $214K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,413 shares; 2025Q2: 1,431 shares; 2025Q3: 1,333 shares; 2025Q4: 1,323 shares 1,323 $212K 0.01% -10 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 959 shares 959 $211K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,164 shares 2,164 $208K 0.01% new Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,743 shares; 2025Q2: 12,743 shares; 2025Q3: 12,479 shares; 2025Q4: 12,479 shares 12,479 $157K 0.01% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,946 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 17,713 shares 17,713 $152K 0.01% +2,213 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,926 shares; 2025Q3: 15,926 shares; 2025Q4: 15,926 shares 15,926 $129K 0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,777 shares 13,777 $80.3K <0.01% new Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $74.4K <0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,055 shares 12,055 $65.1K <0.01% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,500 shares; 2025Q4: 22,500 shares 22,500 $44.3K <0.01% 0 Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,888 shares; 2025Q2: 13,888 shares; 2025Q3: 13,888 shares; 2025Q4: 13,888 shares 13,888 $25K <0.01% 0 Timeline