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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,364,739 shares; 2024Q4: 3,228,143 shares; 2025Q1: 3,263,819 shares; 2025Q2: 3,381,658 shares; 2025Q3: 3,538,081 shares 3,538,081 $372M 10.36% +156,423 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: 4,674,349 shares; 2024Q4: 4,586,864 shares; 2025Q1: 5,024,070 shares; 2025Q2: 5,213,790 shares; 2025Q3: 5,608,199 shares 5,608,199 $311M 8.67% +394,409 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: 1,936,463 shares; 2024Q4: 5,718,828 shares; 2025Q1: 7,300,752 shares; 2025Q2: 8,373,700 shares; 2025Q3: 8,942,309 shares 8,942,309 $267M 7.45% +568,609 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: 4,368,898 shares; 2024Q4: 4,405,127 shares; 2025Q1: 4,211,961 shares; 2025Q2: 4,112,120 shares; 2025Q3: 4,325,645 shares 4,325,645 $187M 5.21% +213,525 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: 479,934 shares; 2024Q4: 482,796 shares; 2025Q1: 544,554 shares; 2025Q2: 560,265 shares; 2025Q3: 579,494 shares 579,494 $166M 4.62% +19,229 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,341,848 shares; 2024Q4: 2,401,364 shares; 2025Q1: 3,835,763 shares; 2025Q2: 3,845,566 shares; 2025Q3: 4,235,356 shares 4,235,356 $128M 3.57% +389,790 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: 2,159,419 shares; 2024Q4: 4,232,965 shares; 2025Q1: 3,799,951 shares; 2025Q2: 3,676,968 shares; 2025Q3: 4,023,752 shares 4,023,752 $113M 3.15% +346,784 Timeline XLI 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: 343,635 shares; 2024Q4: 346,864 shares; 2025Q1: 346,951 shares; 2025Q2: 455,766 shares; 2025Q3: 593,858 shares 593,858 $91.6M 2.55% +138,092 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: 3,265,320 shares; 2024Q4: 3,244,651 shares; 2025Q1: 3,306,157 shares; 2025Q2: 3,250,699 shares; 2025Q3: 3,443,034 shares 3,443,034 $82.1M 2.29% +192,335 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899,234 shares; 2024Q4: 1,945,534 shares; 2025Q1: 1,275,761 shares; 2025Q2: 1,232,859 shares; 2025Q3: 1,283,845 shares 1,283,845 $75.4M 2.1% +50,986 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,911 shares; 2024Q4: 8,208 shares; 2025Q1: 1,580,815 shares; 2025Q2: 1,665,176 shares; 2025Q3: 1,785,037 shares 1,785,037 $73.8M 2.06% +119,861 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165,052 shares; 2024Q4: 1,112,922 shares; 2025Q1: 1,166,226 shares; 2025Q2: 1,138,987 shares; 2025Q3: 1,175,525 shares 1,175,525 $55.5M 1.55% +36,538 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: 403,054 shares; 2024Q4: 447,786 shares; 2025Q1: 495,056 shares; 2025Q2: 355,743 shares; 2025Q3: 474,919 shares 474,919 $55.3M 1.54% +119,176 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: 266,689 shares; 2024Q4: 388,814 shares; 2025Q1: 424,221 shares; 2025Q2: 437,543 shares; 2025Q3: 381,763 shares 381,763 $54.7M 1.52% -55,780 Timeline SPMB 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: 1,978,820 shares; 2025Q2: 2,086,473 shares; 2025Q3: 2,196,521 shares 2,196,521 $49.3M 1.37% +110,048 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: 459,339 shares; 2024Q4: 443,338 shares; 2025Q1: 444,378 shares; 2025Q2: 433,937 shares; 2025Q3: 449,503 shares 449,503 $45.7M 1.27% +15,566 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,452 shares; 2024Q4: 372,681 shares; 2025Q1: 327,150 shares; 2025Q2: 308,268 shares; 2025Q3: 318,906 shares 318,906 $45.6M 1.27% +10,638 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,335 shares; 2024Q4: 587,012 shares; 2025Q1: 456,320 shares; 2025Q2: 507,613 shares; 2025Q3: 540,981 shares 540,981 $45.5M 1.27% +33,368 Timeline XLRE 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: 806,679 shares; 2024Q4: 788,274 shares; 2025Q1: 971,421 shares; 2025Q2: 963,965 shares; 2025Q3: 1,025,364 shares 1,025,364 $43M 1.2% +61,399 Timeline VCLT 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: 494,561 shares; 2024Q4: 493,859 shares; 2025Q1: 510,658 shares; 2025Q2: 503,551 shares; 2025Q3: 520,521 shares 520,521 $40.5M 1.13% +16,970 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: not reported; 2024Q4: 657,658 shares; 2025Q1: 2,000,185 shares; 2025Q2: 2,092,069 shares; 2025Q3: 2,183,198 shares 2,183,198 $40M 1.11% +91,129 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: 701,629 shares; 2024Q4: 739,980 shares; 2025Q1: 709,044 shares; 2025Q2: 771,916 shares; 2025Q3: 840,612 shares 840,612 $38.6M 1.08% +68,696 Timeline SCHR 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: 245,304 shares; 2024Q4: 527,784 shares; 2025Q1: 1,235,104 shares; 2025Q2: 1,380,246 shares; 2025Q3: 1,491,941 shares 1,491,941 $37.5M 1.05% +111,695 Timeline XLP 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: 371,389 shares; 2024Q4: 373,335 shares; 2025Q1: 409,485 shares; 2025Q2: 415,610 shares; 2025Q3: 454,843 shares 454,843 $35.5M 0.99% +39,233 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: 113,574 shares; 2024Q4: 118,983 shares; 2025Q1: 129,951 shares; 2025Q2: 134,069 shares; 2025Q3: 132,721 shares 132,721 $34.1M 0.95% -1,348 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: 1,509,919 shares; 2024Q4: 1,016,551 shares; 2025Q1: 963,979 shares; 2025Q2: 616,605 shares; 2025Q3: 636,875 shares 636,875 $34M 0.95% +20,270 Timeline XLY 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: 182,209 shares; 2024Q4: 177,563 shares; 2025Q1: 200,598 shares; 2025Q2: 201,702 shares; 2025Q3: 141,683 shares 141,683 $33.9M 0.95% -60,019 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: 140,184 shares; 2024Q4: 139,177 shares; 2025Q1: 142,524 shares; 2025Q2: 148,913 shares; 2025Q3: 147,468 shares 147,468 $32M 0.89% -1,445 Timeline SPTL 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: 970,739 shares; 2024Q4: 989,377 shares; 2025Q1: 1,028,813 shares; 2025Q2: 1,011,581 shares; 2025Q3: 1,082,928 shares 1,082,928 $29.2M 0.81% +71,347 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: 104,025 shares; 2024Q4: 109,833 shares; 2025Q1: 117,286 shares; 2025Q2: 132,810 shares; 2025Q3: 150,843 shares 150,843 $28.5M 0.79% +18,033 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,337 shares; 2024Q4: 980,880 shares; 2025Q1: 996,621 shares; 2025Q2: 1,033,047 shares; 2025Q3: 1,022,291 shares 1,022,291 $27.5M 0.77% -10,756 Timeline VWOB 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: 385,783 shares; 2024Q4: 382,726 shares; 2025Q1: 381,842 shares; 2025Q2: 374,492 shares; 2025Q3: 395,253 shares 395,253 $26.4M 0.74% +20,761 Timeline MLPX 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: 3,356 shares; 2025Q1: 380,177 shares; 2025Q2: 396,663 shares; 2025Q3: 416,546 shares 416,546 $25.9M 0.72% +19,883 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,595 shares; 2024Q4: 129,809 shares; 2025Q1: 207,062 shares; 2025Q2: 210,759 shares; 2025Q3: 288,555 shares 288,555 $25.5M 0.71% +77,796 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774,981 shares; 2024Q4: 841,915 shares; 2025Q1: 874,806 shares; 2025Q2: 910,897 shares; 2025Q3: 918,991 shares 918,991 $23.8M 0.66% +8,094 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: 600,848 shares; 2024Q4: 653,176 shares; 2025Q1: 574,847 shares; 2025Q2: 610,675 shares; 2025Q3: 648,259 shares 648,259 $23.7M 0.66% +37,584 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: 32,669 shares; 2024Q4: 35,353 shares; 2025Q1: 39,472 shares; 2025Q2: 41,986 shares; 2025Q3: 44,343 shares 44,343 $22.9M 0.64% +2,357 Timeline FLRN 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: 461,030 shares; 2024Q4: 689,091 shares; 2025Q1: 732,830 shares; 2025Q2: 712,649 shares; 2025Q3: 716,028 shares 716,028 $22M 0.61% +3,379 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,688 shares; 2024Q4: 208,306 shares; 2025Q1: 220,680 shares; 2025Q2: 224,245 shares; 2025Q3: 233,992 shares 233,992 $20.6M 0.57% +9,747 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: 202,783 shares; 2024Q4: 217,848 shares; 2025Q1: 225,570 shares; 2025Q2: 237,591 shares; 2025Q3: 239,623 shares 239,623 $18.9M 0.53% +2,032 Timeline XLB 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: 100,356 shares; 2024Q4: 206,796 shares; 2025Q1: 226,554 shares; 2025Q2: 306,230 shares; 2025Q3: 203,020 shares 203,020 $18.2M 0.51% -103,210 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,793 shares; 2024Q4: 68,551 shares; 2025Q1: 87,572 shares; 2025Q2: 91,807 shares; 2025Q3: 101,187 shares 101,187 $17.6M 0.49% +9,380 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: 152,102 shares; 2024Q4: 159,833 shares; 2025Q1: 206,905 shares; 2025Q2: 232,178 shares; 2025Q3: 251,959 shares 251,959 $17.3M 0.48% +19,781 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: 143,647 shares; 2024Q4: 489,219 shares; 2025Q1: 546,435 shares; 2025Q2: 616,474 shares; 2025Q3: 619,829 shares 619,829 $16.9M 0.47% +3,355 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,699 shares; 2024Q4: 206,752 shares; 2025Q1: 216,482 shares; 2025Q2: 241,410 shares; 2025Q3: 245,475 shares 245,475 $14.2M 0.39% +4,065 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: 15,511 shares; 2024Q4: 15,655 shares; 2025Q1: 39,547 shares; 2025Q2: 34,197 shares; 2025Q3: 20,618 shares 20,618 $13.8M 0.38% -13,579 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,666 shares; 2024Q4: 44,883 shares; 2025Q1: 41,439 shares; 2025Q2: 42,933 shares; 2025Q3: 46,403 shares 46,403 $13.7M 0.38% +3,470 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: 36,291 shares; 2024Q4: 40,327 shares; 2025Q1: 44,564 shares; 2025Q2: 51,445 shares; 2025Q3: 56,124 shares 56,124 $12.5M 0.35% +4,679 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,167 shares; 2024Q4: 294,884 shares; 2025Q1: 338,216 shares; 2025Q2: 356,569 shares; 2025Q3: 371,974 shares 371,974 $12.2M 0.34% +15,405 Timeline DFIS 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: 217,555 shares; 2024Q4: 226,886 shares; 2025Q1: 339,541 shares; 2025Q2: 361,849 shares; 2025Q3: 380,569 shares 380,569 $12.1M 0.34% +18,720 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,962 shares; 2024Q4: 377,301 shares; 2025Q1: 444,767 shares; 2025Q2: 500,895 shares; 2025Q3: 512,534 shares 512,534 $11.8M 0.33% +11,639 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: 14,984 shares; 2024Q4: 16,369 shares; 2025Q1: 19,355 shares; 2025Q2: 22,613 shares; 2025Q3: 24,919 shares 24,919 $10.9M 0.3% +2,306 Timeline SJNK 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: 332,048 shares; 2025Q2: 364,584 shares; 2025Q3: 415,465 shares 415,465 $10.6M 0.3% +50,881 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,168 shares; 2024Q4: 298,590 shares; 2025Q1: 366,326 shares; 2025Q2: 422,336 shares; 2025Q3: 429,983 shares 429,983 $10.1M 0.28% +7,647 Timeline PAUG 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: 152,423 shares; 2024Q4: 148,181 shares; 2025Q1: 142,559 shares; 2025Q2: 143,249 shares; 2025Q3: 228,802 shares 228,802 $9.72M 0.27% +85,553 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: 104,607 shares; 2024Q4: 150,256 shares; 2025Q1: 190,064 shares; 2025Q2: 168,395 shares; 2025Q3: 186,454 shares 186,454 $9.43M 0.26% +18,059 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: 128,020 shares; 2024Q4: 128,083 shares; 2025Q1: 134,434 shares; 2025Q2: 128,189 shares; 2025Q3: 128,367 shares 128,367 $8.42M 0.23% +178 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: 6,072 shares; 2024Q4: 6,919 shares; 2025Q1: 8,435 shares; 2025Q2: 9,530 shares; 2025Q3: 11,224 shares 11,224 $8.16M 0.23% +1,694 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,723 shares; 2024Q4: 232,296 shares; 2025Q1: 289,911 shares; 2025Q2: 335,165 shares; 2025Q3: 353,196 shares 353,196 $8.04M 0.22% +18,031 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: 21,387 shares; 2024Q4: 22,842 shares; 2025Q1: 25,990 shares; 2025Q2: 29,374 shares; 2025Q3: 32,382 shares 32,382 $7.98M 0.22% +3,008 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: 16,122 shares; 2024Q4: 19,035 shares; 2025Q1: 22,442 shares; 2025Q2: 27,092 shares; 2025Q3: 31,185 shares 31,185 $7.66M 0.21% +4,093 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: 25,744 shares; 2024Q4: 26,653 shares; 2025Q1: 23,472 shares; 2025Q2: 23,653 shares; 2025Q3: 23,099 shares 23,099 $7.62M 0.21% -554 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,060 shares; 2024Q4: 19,829 shares; 2025Q1: 21,234 shares; 2025Q2: 22,364 shares; 2025Q3: 24,513 shares 24,513 $7.39M 0.21% +2,149 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: 199,462 shares; 2024Q4: 205,604 shares; 2025Q1: 207,419 shares; 2025Q2: 215,910 shares; 2025Q3: 226,486 shares 226,486 $7.23M 0.2% +10,576 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: 16,147 shares; 2024Q4: 15,223 shares; 2025Q1: 14,910 shares; 2025Q2: 15,361 shares; 2025Q3: 14,912 shares 14,912 $7.21M 0.2% -449 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: 50,126 shares; 2024Q4: 52,497 shares; 2025Q1: 171,607 shares; 2025Q2: 183,768 shares; 2025Q3: 193,858 shares 193,858 $6.93M 0.19% +10,090 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,197 shares; 2024Q4: 32,876 shares; 2025Q1: 28,792 shares; 2025Q2: 29,842 shares; 2025Q3: 32,214 shares 32,214 $6.77M 0.19% +2,372 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: 9,058 shares; 2024Q4: 9,346 shares; 2025Q1: 9,960 shares; 2025Q2: 10,399 shares; 2025Q3: 10,931 shares 10,931 $6.73M 0.19% +532 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,211 shares; 2024Q4: 136,766 shares; 2025Q1: 131,146 shares; 2025Q2: 137,829 shares; 2025Q3: 139,329 shares 139,329 $6.36M 0.18% +1,500 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: 12,755 shares; 2024Q4: 13,040 shares; 2025Q1: 13,101 shares; 2025Q2: 13,492 shares; 2025Q3: 13,677 shares 13,677 $6.32M 0.18% +185 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,667 shares; 2024Q4: 186,214 shares; 2025Q1: 222,977 shares; 2025Q2: 265,313 shares; 2025Q3: 280,081 shares 280,081 $6.19M 0.17% +14,768 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: 10,501 shares; 2024Q4: 10,104 shares; 2025Q1: 10,637 shares; 2025Q2: 11,969 shares; 2025Q3: 12,391 shares 12,391 $6.15M 0.17% +422 Timeline PJUN 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: 155,830 shares; 2024Q4: 150,492 shares; 2025Q1: 153,235 shares; 2025Q2: 149,897 shares; 2025Q3: 147,840 shares 147,840 $6.08M 0.17% -2,057 Timeline VRP 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: 2,164,344 shares; 2024Q4: 2,161,914 shares; 2025Q1: 292,033 shares; 2025Q2: 185,769 shares; 2025Q3: 233,954 shares 233,954 $5.78M 0.16% +48,185 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: 85,565 shares; 2024Q4: 91,521 shares; 2025Q1: 88,604 shares; 2025Q2: 93,526 shares; 2025Q3: 98,469 shares 98,469 $4.55M 0.13% +4,943 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: 28,149 shares; 2024Q4: 32,267 shares; 2025Q1: 35,633 shares; 2025Q2: 38,287 shares; 2025Q3: 40,642 shares 40,642 $4.52M 0.13% +2,355 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: 32,438 shares; 2024Q4: 119,669 shares; 2025Q1: 134,284 shares; 2025Q2: 133,152 shares; 2025Q3: 138,870 shares 138,870 $4.47M 0.12% +5,718 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: 3,618 shares; 2024Q4: 3,751 shares; 2025Q1: 4,168 shares; 2025Q2: 4,645 shares; 2025Q3: 5,250 shares 5,250 $4.31M 0.12% +605 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: 178,581 shares; 2024Q4: 214,754 shares; 2025Q1: 248,304 shares; 2025Q2: 272,296 shares; 2025Q3: 212,221 shares 212,221 $4.24M 0.12% -60,075 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151,108 shares; 2025Q1: 167,516 shares; 2025Q2: 183,877 shares; 2025Q3: 193,022 shares 193,022 $4.17M 0.12% +9,145 Timeline PFEB 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: 13,846 shares; 2024Q4: not reported; 2025Q1: 64,238 shares; 2025Q2: 104,928 shares; 2025Q3: 103,505 shares 103,505 $4.11M 0.11% -1,423 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: 125,049 shares; 2024Q4: 93,161 shares; 2025Q1: 90,894 shares; 2025Q2: 87,795 shares; 2025Q3: 88,139 shares 88,139 $4.06M 0.11% +344 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: 52,066 shares; 2024Q4: 49,756 shares; 2025Q1: 50,355 shares; 2025Q2: 49,549 shares; 2025Q3: 55,642 shares 55,642 $4.04M 0.11% +6,093 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: 11,882 shares; 2024Q4: 11,886 shares; 2025Q1: 12,808 shares; 2025Q2: 13,044 shares; 2025Q3: 12,803 shares 12,803 $3.94M 0.11% -241 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: 65,688 shares; 2024Q4: 68,855 shares; 2025Q1: 103,002 shares; 2025Q2: 111,753 shares; 2025Q3: 120,971 shares 120,971 $3.87M 0.11% +9,218 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: 28,420 shares; 2024Q4: 29,408 shares; 2025Q1: 33,665 shares; 2025Q2: 31,327 shares; 2025Q3: 37,469 shares 37,469 $3.81M 0.11% +6,142 Timeline BKLN 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: 3,306,309 shares; 2024Q4: 3,298,315 shares; 2025Q1: 258,978 shares; 2025Q2: 113,339 shares; 2025Q3: 179,857 shares 179,857 $3.76M 0.1% +66,518 Timeline FTSM 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: 9,298 shares; 2024Q4: not reported; 2025Q1: 183,697 shares; 2025Q2: 111,247 shares; 2025Q3: 61,124 shares 61,124 $3.66M 0.1% -50,123 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,918 shares; 2024Q4: 112,192 shares; 2025Q1: 110,916 shares; 2025Q2: 110,470 shares; 2025Q3: 110,202 shares 110,202 $3.53M 0.1% -268 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: 1,881 shares; 2024Q4: 2,051 shares; 2025Q1: 2,308 shares; 2025Q2: 2,619 shares; 2025Q3: 2,877 shares 2,877 $3.35M 0.09% +258 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: 9,892 shares; 2024Q4: 7,591 shares; 2025Q1: 8,394 shares; 2025Q2: 7,991 shares; 2025Q3: 8,394 shares 8,394 $3.32M 0.09% +403 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: 48,768 shares; 2024Q4: 45,438 shares; 2025Q1: 46,751 shares; 2025Q2: 44,487 shares; 2025Q3: 46,720 shares 46,720 $3.18M 0.09% +2,233 Timeline VTIP 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: 43,576 shares; 2024Q4: 51,543 shares; 2025Q1: 66,992 shares; 2025Q2: 85,037 shares; 2025Q3: 60,040 shares 60,040 $3M 0.08% -24,997 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: 2,991 shares; 2024Q4: 3,115 shares; 2025Q1: 3,141 shares; 2025Q2: 3,473 shares; 2025Q3: 3,185 shares 3,185 $2.92M 0.08% -288 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: 26,560 shares; 2024Q4: 25,939 shares; 2025Q1: 34,144 shares; 2025Q2: 36,382 shares; 2025Q3: 34,114 shares 34,114 $2.92M 0.08% -2,268 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: 12,310 shares; 2024Q4: 13,473 shares; 2025Q1: 14,971 shares; 2025Q2: 15,195 shares; 2025Q3: 18,533 shares 18,533 $2.82M 0.08% +3,338 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: 4,827 shares; 2024Q4: 4,990 shares; 2025Q1: 5,052 shares; 2025Q2: 5,275 shares; 2025Q3: 5,471 shares 5,471 $2.69M 0.07% +196 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: 17,547 shares; 2024Q4: 17,008 shares; 2025Q1: 14,660 shares; 2025Q2: 16,575 shares; 2025Q3: 14,029 shares 14,029 $2.62M 0.07% -2,546 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: 8,037 shares; 2024Q4: 7,359 shares; 2025Q1: 8,378 shares; 2025Q2: 7,844 shares; 2025Q3: 8,835 shares 8,835 $2.53M 0.07% +991 Timeline FTCS 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: 28,560 shares; 2025Q1: 27,385 shares; 2025Q2: 26,963 shares; 2025Q3: 26,732 shares 26,732 $2.5M 0.07% -231 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: 42,463 shares; 2024Q4: 38,357 shares; 2025Q1: 37,491 shares; 2025Q2: 36,565 shares; 2025Q3: 36,922 shares 36,922 $2.5M 0.07% +357 Timeline PAPR 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: 60,089 shares; 2024Q4: 59,933 shares; 2025Q1: 68,711 shares; 2025Q2: 69,571 shares; 2025Q3: 64,276 shares 64,276 $2.47M 0.07% -5,295 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: 29,742 shares; 2024Q4: 85,122 shares; 2025Q1: 96,234 shares; 2025Q2: 91,443 shares; 2025Q3: 88,247 shares 88,247 $2.28M 0.06% -3,196 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: 31,711 shares; 2024Q4: 31,543 shares; 2025Q1: 31,577 shares; 2025Q2: 32,956 shares; 2025Q3: 33,096 shares 33,096 $2.26M 0.06% +140 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 5,086 shares; 2025Q1: 4,899 shares; 2025Q2: 4,907 shares; 2025Q3: 4,802 shares 4,802 $2.23M 0.06% -105 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 10,953 shares; 2025Q1: 11,167 shares; 2025Q2: 10,417 shares; 2025Q3: 9,757 shares 9,757 $2.18M 0.06% -660 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,569 shares; 2024Q4: 72,569 shares; 2025Q1: 72,570 shares; 2025Q2: 72,569 shares; 2025Q3: 72,569 shares 72,569 $2.18M 0.06% 0 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: 8,529 shares; 2024Q4: 8,505 shares; 2025Q1: 8,342 shares; 2025Q2: 9,406 shares; 2025Q3: 10,962 shares 10,962 $2.18M 0.06% +1,556 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: 4,580 shares; 2024Q4: 5,044 shares; 2025Q1: 5,592 shares; 2025Q2: 5,946 shares; 2025Q3: 6,274 shares 6,274 $2.17M 0.06% +328 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: 6,731 shares; 2024Q4: 7,216 shares; 2025Q1: 8,431 shares; 2025Q2: 8,357 shares; 2025Q3: 11,487 shares 11,487 $2.14M 0.06% +3,130 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,792 shares; 2024Q4: 15,962 shares; 2025Q1: 15,973 shares; 2025Q2: 15,902 shares; 2025Q3: 16,931 shares 16,931 $2.06M 0.06% +1,029 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: 11,780 shares; 2024Q4: 13,787 shares; 2025Q1: 17,667 shares; 2025Q2: 19,761 shares; 2025Q3: 21,579 shares 21,579 $2.05M 0.06% +1,818 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 4,262 shares; 2025Q1: 4,555 shares; 2025Q2: 5,486 shares; 2025Q3: 5,687 shares 5,687 $2.01M 0.06% +201 Timeline NLR 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: 10,065 shares; 2024Q4: 10,732 shares; 2025Q1: 11,561 shares; 2025Q2: 12,062 shares; 2025Q3: 13,913 shares 13,913 $1.97M 0.06% +1,851 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: 24,110 shares; 2024Q4: 25,004 shares; 2025Q1: 26,499 shares; 2025Q2: 25,775 shares; 2025Q3: 27,002 shares 27,002 $1.96M 0.05% +1,227 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,023 shares; 2024Q4: 24,908 shares; 2025Q1: 22,797 shares; 2025Q2: 21,313 shares; 2025Q3: 21,242 shares 21,242 $1.95M 0.05% -71 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: 2,220 shares; 2024Q4: 2,925 shares; 2025Q1: 3,031 shares; 2025Q2: 2,844 shares; 2025Q3: 2,877 shares 2,877 $1.94M 0.05% +33 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 5,279 shares; 2025Q1: 5,385 shares; 2025Q2: 5,503 shares; 2025Q3: 5,620 shares 5,620 $1.93M 0.05% +117 Timeline PSEP 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: 35,987 shares; 2024Q4: 35,747 shares; 2025Q1: 39,031 shares; 2025Q2: 40,539 shares; 2025Q3: 44,961 shares 44,961 $1.93M 0.05% +4,422 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: 4,369 shares; 2024Q4: 4,658 shares; 2025Q1: 6,349 shares; 2025Q2: 8,197 shares; 2025Q3: 12,103 shares 12,103 $1.91M 0.05% +3,906 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: 7,662 shares; 2024Q4: 8,324 shares; 2025Q1: 9,307 shares; 2025Q2: 9,443 shares; 2025Q3: 12,153 shares 12,153 $1.86M 0.05% +2,710 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: 82,793 shares; 2024Q4: 82,694 shares; 2025Q1: 81,027 shares; 2025Q2: 78,881 shares; 2025Q3: 68,877 shares 68,877 $1.86M 0.05% -10,004 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: 1,534 shares; 2024Q4: 1,694 shares; 2025Q1: 1,982 shares; 2025Q2: 2,138 shares; 2025Q3: 2,422 shares 2,422 $1.84M 0.05% +284 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: 998,530 shares; 2024Q4: 1,056,401 shares; 2025Q1: 57,603 shares; 2025Q2: 26,104 shares; 2025Q3: 38,499 shares 38,499 $1.81M 0.05% +12,395 Timeline SUB 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: 11,436 shares; 2024Q4: 13,507 shares; 2025Q1: 15,237 shares; 2025Q2: 15,290 shares; 2025Q3: 16,416 shares 16,416 $1.75M 0.05% +1,126 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: 27,817 shares; 2024Q4: 28,515 shares; 2025Q1: 32,021 shares; 2025Q2: 33,103 shares; 2025Q3: 34,098 shares 34,098 $1.72M 0.05% +995 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,215 shares; 2024Q4: 53,346 shares; 2025Q1: 53,652 shares; 2025Q2: 53,036 shares; 2025Q3: 60,561 shares 60,561 $1.69M 0.05% +7,525 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: 4,781 shares; 2025Q1: 7,225 shares; 2025Q2: 8,185 shares; 2025Q3: 8,980 shares 8,980 $1.68M 0.05% +795 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: 11,356 shares; 2024Q4: 13,046 shares; 2025Q1: 14,837 shares; 2025Q2: 14,829 shares; 2025Q3: 15,716 shares 15,716 $1.67M 0.05% +887 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: 4,193 shares; 2024Q4: 4,347 shares; 2025Q1: 5,030 shares; 2025Q2: 5,731 shares; 2025Q3: 7,011 shares 7,011 $1.66M 0.05% +1,280 Timeline EPS 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: 27,258 shares; 2024Q4: 24,912 shares; 2025Q1: 24,395 shares; 2025Q2: 24,264 shares; 2025Q3: 23,967 shares 23,967 $1.66M 0.05% -297 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: 2,448 shares; 2024Q4: 2,684 shares; 2025Q1: 3,602 shares; 2025Q2: 4,046 shares; 2025Q3: 5,452 shares 5,452 $1.63M 0.05% +1,406 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,750 shares; 2024Q4: 18,091 shares; 2025Q1: 19,611 shares; 2025Q2: 19,230 shares; 2025Q3: 21,168 shares 21,168 $1.61M 0.04% +1,938 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: 3,157 shares; 2024Q4: 3,205 shares; 2025Q1: 3,601 shares; 2025Q2: 3,888 shares; 2025Q3: 5,530 shares 5,530 $1.6M 0.04% +1,642 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: 17,241 shares; 2024Q4: 17,233 shares; 2025Q1: 19,206 shares; 2025Q2: 13,912 shares; 2025Q3: 14,113 shares 14,113 $1.55M 0.04% +201 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: 14,653 shares; 2024Q4: 15,386 shares; 2025Q1: 15,643 shares; 2025Q2: 17,089 shares; 2025Q3: 19,883 shares 19,883 $1.55M 0.04% +2,794 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,384 shares; 2024Q4: 6,405 shares; 2025Q1: 6,396 shares; 2025Q2: 6,611 shares; 2025Q3: 8,008 shares 8,008 $1.54M 0.04% +1,397 Timeline ESGU 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: 10,757 shares; 2024Q4: 10,736 shares; 2025Q1: 10,607 shares; 2025Q2: 10,617 shares; 2025Q3: 10,383 shares 10,383 $1.52M 0.04% -234 Timeline BAB 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: 48,888 shares; 2024Q4: 52,268 shares; 2025Q1: 52,831 shares; 2025Q2: 70,669 shares; 2025Q3: 54,191 shares 54,191 $1.48M 0.04% -16,478 Timeline PMAY 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: 36,990 shares; 2024Q4: 34,970 shares; 2025Q1: 36,945 shares; 2025Q2: 37,147 shares; 2025Q3: 37,112 shares 37,112 $1.44M 0.04% -35 Timeline PNOV 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: 62,188 shares; 2024Q4: 37,634 shares; 2025Q1: 34,105 shares; 2025Q2: 33,980 shares; 2025Q3: 33,980 shares 33,980 $1.4M 0.04% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,683 shares; 2025Q1: 1,929 shares; 2025Q2: 2,237 shares; 2025Q3: 2,380 shares 2,380 $1.38M 0.04% +143 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 4,147 shares; 2025Q1: 4,763 shares; 2025Q2: 4,888 shares; 2025Q3: 4,506 shares 4,506 $1.35M 0.04% -382 Timeline IAGG 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: 24,850 shares; 2024Q4: 29,863 shares; 2025Q1: 30,638 shares; 2025Q2: 25,371 shares; 2025Q3: 26,270 shares 26,270 $1.35M 0.04% +899 Timeline FDL 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: 39,174 shares; 2024Q4: 33,084 shares; 2025Q1: 31,413 shares; 2025Q2: 30,421 shares; 2025Q3: 30,739 shares 30,739 $1.34M 0.04% +318 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,676 shares; 2024Q4: 15,234 shares; 2025Q1: 15,882 shares; 2025Q2: 15,549 shares; 2025Q3: 14,333 shares 14,333 $1.34M 0.04% -1,216 Timeline EMHY 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: 28,698 shares; 2024Q4: 24,648 shares; 2025Q1: 23,805 shares; 2025Q2: 29,541 shares; 2025Q3: 32,142 shares 32,142 $1.27M 0.04% +2,601 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: 2,139 shares; 2024Q4: 1,990 shares; 2025Q1: 2,139 shares; 2025Q2: 2,397 shares; 2025Q3: 2,535 shares 2,535 $1.27M 0.04% +138 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 5,209 shares; 2025Q1: 5,329 shares; 2025Q2: 5,334 shares; 2025Q3: 4,730 shares 4,730 $1.26M 0.03% -604 Timeline PDEC 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: 27,455 shares; 2024Q4: 29,251 shares; 2025Q1: 29,166 shares; 2025Q2: 29,676 shares; 2025Q3: 29,296 shares 29,296 $1.23M 0.03% -380 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,150 shares; 2024Q4: 11,628 shares; 2025Q1: 12,218 shares; 2025Q2: 12,195 shares; 2025Q3: 9,946 shares 9,946 $1.23M 0.03% -2,249 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: 2,695 shares; 2024Q4: 2,901 shares; 2025Q1: 3,240 shares; 2025Q2: 3,391 shares; 2025Q3: 3,347 shares 3,347 $1.23M 0.03% -44 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,201 shares; 2024Q4: 5,580 shares; 2025Q1: 5,714 shares; 2025Q2: 5,745 shares; 2025Q3: 5,640 shares 5,640 $1.22M 0.03% -105 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,918 shares; 2025Q1: 4,416 shares; 2025Q2: 4,442 shares; 2025Q3: 4,210 shares 4,210 $1.22M 0.03% -232 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,393 shares; 2025Q1: 1,777 shares; 2025Q2: 2,119 shares; 2025Q3: 2,504 shares 2,504 $1.21M 0.03% +385 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: 26,402 shares; 2024Q4: 25,778 shares; 2025Q1: 26,510 shares; 2025Q2: 26,382 shares; 2025Q3: 26,529 shares 26,529 $1.2M 0.03% +147 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II 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: 26,812 shares; 2025Q3: 26,043 shares 26,043 $1.19M 0.03% -769 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: 35,427 shares; 2024Q4: 34,032 shares; 2025Q1: 29,215 shares; 2025Q2: not reported; 2025Q3: 15,578 shares 15,578 $1.19M 0.03% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,662 shares; 2025Q1: 1,725 shares; 2025Q2: 2,121 shares; 2025Q3: 7,376 shares 7,376 $1.17M 0.03% +5,255 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 585 shares; 2025Q1: 709 shares; 2025Q2: 941 shares; 2025Q3: 1,027 shares 1,027 $1.17M 0.03% +86 Timeline USHY 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: 38,399 shares; 2024Q4: 34,933 shares; 2025Q1: 34,095 shares; 2025Q2: 30,986 shares; 2025Q3: 30,798 shares 30,798 $1.16M 0.03% -188 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,838 shares; 2024Q4: 3,804 shares; 2025Q1: 5,849 shares; 2025Q2: 7,716 shares; 2025Q3: 10,830 shares 10,830 $1.15M 0.03% +3,114 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,770 shares; 2025Q1: 3,138 shares; 2025Q2: 3,341 shares; 2025Q3: 3,547 shares 3,547 $1.14M 0.03% +206 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: 16,686 shares; 2024Q4: 17,323 shares; 2025Q1: 19,054 shares; 2025Q2: 18,617 shares; 2025Q3: 17,135 shares 17,135 $1.13M 0.03% -1,482 Timeline HYZD 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: 40,854 shares; 2024Q4: 42,681 shares; 2025Q1: 45,572 shares; 2025Q2: 46,650 shares; 2025Q3: 50,140 shares 50,140 $1.13M 0.03% +3,490 Timeline MLPA 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: 37,841 shares; 2024Q4: 37,296 shares; 2025Q1: 32,509 shares; 2025Q2: not reported; 2025Q3: 22,753 shares 22,753 $1.1M 0.03% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 3,285 shares; 2025Q1: 3,946 shares; 2025Q2: 4,060 shares; 2025Q3: 4,814 shares 4,814 $1.1M 0.03% +754 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,118 shares; 2025Q1: 1,592 shares; 2025Q2: 1,963 shares; 2025Q3: 2,563 shares 2,563 $1.09M 0.03% +600 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: 5,868 shares; 2024Q4: 6,273 shares; 2025Q1: 7,986 shares; 2025Q2: 9,049 shares; 2025Q3: 13,559 shares 13,559 $1.09M 0.03% +4,510 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 4,446 shares; 2025Q1: 5,613 shares; 2025Q2: 6,669 shares; 2025Q3: 7,636 shares 7,636 $1.09M 0.03% +967 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: 28,815 shares; 2024Q4: 25,327 shares; 2025Q1: 35,290 shares; 2025Q2: 35,786 shares; 2025Q3: 39,668 shares 39,668 $1.07M 0.03% +3,882 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: 1,064 shares; 2024Q4: 1,607 shares; 2025Q1: 1,860 shares; 2025Q2: 2,277 shares; 2025Q3: 3,233 shares 3,233 $1.07M 0.03% +956 Timeline USD 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: 5,107 shares; 2024Q4: 10,224 shares; 2025Q1: 10,224 shares; 2025Q2: 10,237 shares; 2025Q3: 10,264 shares 10,264 $1.07M 0.03% +27 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: 35,245 shares; 2024Q4: 35,356 shares; 2025Q1: 34,655 shares; 2025Q2: 34,581 shares; 2025Q3: 28,891 shares 28,891 $1.03M 0.03% -5,690 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,577 shares; 2025Q1: 3,209 shares; 2025Q2: 4,373 shares; 2025Q3: 6,612 shares 6,612 $1.03M 0.03% +2,239 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,559 shares; 2025Q1: 2,356 shares; 2025Q2: 2,775 shares; 2025Q3: 3,320 shares 3,320 $1.02M 0.03% +545 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: 3,502 shares; 2024Q4: 3,658 shares; 2025Q1: 3,538 shares; 2025Q2: 3,528 shares; 2025Q3: 3,621 shares 3,621 $1.02M 0.03% +93 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 2,147 shares; 2025Q1: 2,106 shares; 2025Q2: 2,253 shares; 2025Q3: 2,298 shares 2,298 $1.02M 0.03% +45 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: 5,138 shares; 2024Q4: 5,636 shares; 2025Q1: 5,187 shares; 2025Q2: 5,610 shares; 2025Q3: 5,970 shares 5,970 $1.01M 0.03% +360 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: 8,499 shares; 2024Q4: 8,180 shares; 2025Q1: 9,715 shares; 2025Q2: 9,457 shares; 2025Q3: 10,070 shares 10,070 $1.01M 0.03% +613 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: 3,950 shares; 2024Q4: 4,328 shares; 2025Q1: 4,891 shares; 2025Q2: 5,254 shares; 2025Q3: 5,944 shares 5,944 $1M 0.03% +690 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 2,076 shares; 2025Q2: 2,688 shares; 2025Q3: 2,853 shares 2,853 $1M 0.03% +165 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: 6,162 shares; 2024Q4: 6,440 shares; 2025Q1: 6,974 shares; 2025Q2: 7,260 shares; 2025Q3: 7,533 shares 7,533 $1M 0.03% +273 Timeline IWY 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: 4,103 shares; 2024Q4: 3,799 shares; 2025Q1: 3,857 shares; 2025Q2: 3,644 shares; 2025Q3: 3,596 shares 3,596 $991K 0.03% -48 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 3,970 shares; 2025Q1: 4,513 shares; 2025Q2: 4,387 shares; 2025Q3: 4,852 shares 4,852 $970K 0.03% +465 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: 1,883 shares; 2024Q4: 2,621 shares; 2025Q1: 2,285 shares; 2025Q2: 2,572 shares; 2025Q3: 2,728 shares 2,728 $968K 0.03% +156 Timeline CMBS 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: 45,411 shares; 2024Q4: 42,046 shares; 2025Q1: 40,607 shares; 2025Q2: 32,661 shares; 2025Q3: 19,706 shares 19,706 $968K 0.03% -12,955 Timeline IWF 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: 865 shares; 2024Q4: 1,966 shares; 2025Q1: 1,967 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares 2,038 $962K 0.03% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,082 shares; 2024Q4: 4,787 shares; 2025Q1: 5,398 shares; 2025Q2: 5,586 shares; 2025Q3: 4,767 shares 4,767 $959K 0.03% -819 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,713 shares; 2024Q4: 2,884 shares; 2025Q1: 3,207 shares; 2025Q2: 3,265 shares; 2025Q3: 3,575 shares 3,575 $953K 0.03% +310 Timeline FV 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: 18,046 shares; 2024Q4: 17,118 shares; 2025Q1: 15,968 shares; 2025Q2: 15,583 shares; 2025Q3: 15,374 shares 15,374 $952K 0.03% -209 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,530 shares; 2024Q4: 18,860 shares; 2025Q1: 12,230 shares; 2025Q2: 11,977 shares; 2025Q3: 11,762 shares 11,762 $939K 0.03% -215 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: 31,653 shares; 2024Q4: 28,967 shares; 2025Q1: 31,144 shares; 2025Q2: 29,678 shares; 2025Q3: 11,983 shares 11,983 $937K 0.03% -17,695 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: 7,187 shares; 2024Q4: 6,710 shares; 2025Q1: 7,390 shares; 2025Q2: 7,766 shares; 2025Q3: 8,309 shares 8,309 $932K 0.03% +543 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: 3,546 shares; 2024Q4: 3,740 shares; 2025Q1: 3,622 shares; 2025Q2: 3,766 shares; 2025Q3: 3,757 shares 3,757 $929K 0.03% -9 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,575 shares; 2024Q4: 11,344 shares; 2025Q1: 8,954 shares; 2025Q2: 11,857 shares; 2025Q3: 12,494 shares 12,494 $926K 0.03% +637 Timeline SGOV 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: 8,944 shares; 2024Q4: 8,567 shares; 2025Q1: 9,147 shares; 2025Q2: 9,092 shares; 2025Q3: 9,207 shares 9,207 $924K 0.03% +115 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,252 shares; 2024Q4: 2,457 shares; 2025Q1: 2,728 shares; 2025Q2: 3,571 shares; 2025Q3: 3,830 shares 3,830 $915K 0.03% +259 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: 35,440 shares; 2024Q4: 26,779 shares; 2025Q1: 23,937 shares; 2025Q2: 20,053 shares; 2025Q3: 20,394 shares 20,394 $910K 0.03% +341 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: 2,532 shares; 2024Q4: 2,802 shares; 2025Q1: 3,506 shares; 2025Q2: 3,921 shares; 2025Q3: 4,736 shares 4,736 $905K 0.03% +815 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 1,852 shares; 2025Q1: 2,259 shares; 2025Q2: 2,917 shares; 2025Q3: 4,316 shares 4,316 $903K 0.03% +1,399 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: 2,202 shares; 2024Q4: 2,509 shares; 2025Q1: 2,472 shares; 2025Q2: 2,676 shares; 2025Q3: 2,645 shares 2,645 $895K 0.02% -31 Timeline CGCP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,938 shares; 2024Q4: 52,475 shares; 2025Q1: 47,795 shares; 2025Q2: 38,036 shares; 2025Q3: 38,863 shares 38,863 $886K 0.02% +827 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: 17,665 shares; 2024Q4: 19,660 shares; 2025Q1: 26,791 shares; 2025Q2: 29,031 shares; 2025Q3: 36,320 shares 36,320 $868K 0.02% +7,289 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,002 shares; 2024Q4: 4,543 shares; 2025Q1: 5,025 shares; 2025Q2: 4,852 shares; 2025Q3: 8,721 shares 8,721 $849K 0.02% +3,869 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES 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: 5,538 shares; 2025Q3: 17,984 shares 17,984 $848K 0.02% +12,446 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: 1,968 shares; 2024Q4: 1,438 shares; 2025Q1: 13,766 shares; 2025Q2: 4,300 shares; 2025Q3: 4,381 shares 4,381 $835K 0.02% +81 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 2,027 shares; 2025Q3: 3,587 shares 3,587 $833K 0.02% +1,560 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: 869 shares; 2024Q4: 853 shares; 2025Q1: 1,428 shares; 2025Q2: 3,482 shares; 2025Q3: 2,040 shares 2,040 $827K 0.02% -1,442 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,566 shares; 2025Q1: 4,709 shares; 2025Q2: 6,031 shares; 2025Q3: 10,100 shares 10,100 $824K 0.02% +4,069 Timeline DFAR 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: 36,824 shares; 2024Q4: 35,086 shares; 2025Q1: 35,329 shares; 2025Q2: 34,822 shares; 2025Q3: 34,647 shares 34,647 $824K 0.02% -175 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: 2,666 shares; 2024Q4: 2,753 shares; 2025Q1: 2,935 shares; 2025Q2: 2,782 shares; 2025Q3: 2,786 shares 2,786 $821K 0.02% +4 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: 11,515 shares; 2024Q4: 11,205 shares; 2025Q1: 11,381 shares; 2025Q2: 11,763 shares; 2025Q3: 12,468 shares 12,468 $820K 0.02% +705 Timeline ACWI 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: 5,457 shares; 2024Q4: 5,457 shares; 2025Q1: 5,462 shares; 2025Q2: 5,471 shares; 2025Q3: 5,843 shares 5,843 $814K 0.02% +372 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 5,447 shares; 2025Q1: 5,999 shares; 2025Q2: 6,859 shares; 2025Q3: 8,434 shares 8,434 $812K 0.02% +1,575 Timeline RSPU 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: 8,779 shares; 2024Q4: 9,470 shares; 2025Q1: 9,861 shares; 2025Q2: 10,071 shares; 2025Q3: 10,562 shares 10,562 $810K 0.02% +491 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,903 shares; 2024Q4: 16,413 shares; 2025Q1: 20,613 shares; 2025Q2: 24,996 shares; 2025Q3: 27,523 shares 27,523 $794K 0.02% +2,527 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 2,773 shares; 2025Q1: 3,248 shares; 2025Q2: 3,853 shares; 2025Q3: 5,227 shares 5,227 $791K 0.02% +1,374 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: 6,752 shares; 2024Q4: 6,274 shares; 2025Q1: 6,572 shares; 2025Q2: 6,014 shares; 2025Q3: 5,540 shares 5,540 $789K 0.02% -474 Timeline JPIB 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: 8,052 shares; 2024Q4: 9,101 shares; 2025Q1: 11,952 shares; 2025Q2: 12,891 shares; 2025Q3: 16,070 shares 16,070 $786K 0.02% +3,179 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 5,283 shares; 2025Q3: 10,307 shares 10,307 $785K 0.02% +5,024 Timeline PMAR 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: 69,990 shares; 2024Q4: 69,740 shares; 2025Q1: 17,782 shares; 2025Q2: 17,782 shares; 2025Q3: 17,782 shares 17,782 $782K 0.02% 0 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: 16,658 shares; 2024Q4: 13,799 shares; 2025Q1: 14,476 shares; 2025Q2: 13,984 shares; 2025Q3: 13,586 shares 13,586 $781K 0.02% -398 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: not reported; 2024Q4: 4,023 shares; 2025Q1: 4,556 shares; 2025Q2: 4,909 shares; 2025Q3: 4,668 shares 4,668 $778K 0.02% -241 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: 4,217 shares; 2024Q4: 4,490 shares; 2025Q1: 4,032 shares; 2025Q2: 3,894 shares; 2025Q3: 3,954 shares 3,954 $777K 0.02% +60 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: 5,964 shares; 2024Q4: 4,946 shares; 2025Q1: 5,347 shares; 2025Q2: 11,142 shares; 2025Q3: 12,804 shares 12,804 $775K 0.02% +1,662 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: 18,743 shares; 2024Q4: 20,713 shares; 2025Q1: 19,359 shares; 2025Q2: 18,490 shares; 2025Q3: 17,660 shares 17,660 $767K 0.02% -830 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 3,246 shares; 2025Q1: 3,240 shares; 2025Q2: 3,143 shares; 2025Q3: 3,595 shares 3,595 $760K 0.02% +452 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,292 shares; 2025Q1: 1,514 shares; 2025Q2: 1,701 shares; 2025Q3: 1,852 shares 1,852 $757K 0.02% +151 Timeline SKOR 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: 6,457 shares; 2024Q4: 7,271 shares; 2025Q1: 10,917 shares; 2025Q2: 11,919 shares; 2025Q3: 15,297 shares 15,297 $753K 0.02% +3,378 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,866 shares; 2025Q1: 2,765 shares; 2025Q2: 3,665 shares; 2025Q3: 5,628 shares 5,628 $748K 0.02% +1,963 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: 36,598 shares; 2024Q4: 25,675 shares; 2025Q1: 21,860 shares; 2025Q2: 17,541 shares; 2025Q3: 17,708 shares 17,708 $745K 0.02% +167 Timeline URA 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: 11,308 shares; 2025Q3: 14,724 shares 14,724 $739K 0.02% +3,416 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: 14,160 shares; 2024Q4: 21,097 shares; 2025Q1: 25,703 shares; 2025Q2: 27,413 shares; 2025Q3: 31,456 shares 31,456 $739K 0.02% +4,043 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,823 shares; 2025Q1: 2,061 shares; 2025Q2: 2,299 shares; 2025Q3: 2,556 shares 2,556 $734K 0.02% +257 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: 6,307 shares; 2024Q4: 6,263 shares; 2025Q1: 5,982 shares; 2025Q2: 5,902 shares; 2025Q3: 6,281 shares 6,281 $727K 0.02% +379 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,910 shares; 2024Q4: 13,925 shares; 2025Q1: 14,130 shares; 2025Q2: 15,765 shares; 2025Q3: 16,284 shares 16,284 $720K 0.02% +519 Timeline POCT 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: 14,361 shares; 2024Q4: 80,679 shares; 2025Q1: 92,697 shares; 2025Q2: 94,157 shares; 2025Q3: 16,662 shares 16,662 $720K 0.02% -77,495 Timeline PZA 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: 27,720 shares; 2024Q4: 32,501 shares; 2025Q1: 27,344 shares; 2025Q2: 28,814 shares; 2025Q3: 30,973 shares 30,973 $716K 0.02% +2,159 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: 15,705 shares; 2024Q4: 13,870 shares; 2025Q1: 16,881 shares; 2025Q2: 16,157 shares; 2025Q3: 15,350 shares 15,350 $715K 0.02% -807 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,127 shares; 2024Q4: 14,127 shares; 2025Q1: 14,111 shares; 2025Q2: 14,110 shares; 2025Q3: 14,110 shares 14,110 $712K 0.02% 0 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: 1,977 shares; 2024Q4: 1,947 shares; 2025Q1: 2,276 shares; 2025Q2: 2,418 shares; 2025Q3: 3,034 shares 3,034 $712K 0.02% +616 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 1,030 shares; 2025Q1: 1,323 shares; 2025Q2: 2,817 shares; 2025Q3: 2,588 shares 2,588 $709K 0.02% -229 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: 5,311 shares; 2024Q4: 5,698 shares; 2025Q1: 6,314 shares; 2025Q2: 6,058 shares; 2025Q3: 5,909 shares 5,909 $707K 0.02% -149 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,615 shares; 2025Q1: 1,646 shares; 2025Q2: 1,946 shares; 2025Q3: 3,281 shares 3,281 $702K 0.02% +1,335 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 489 shares; 2025Q1: 512 shares; 2025Q2: 723 shares; 2025Q3: 868 shares 868 $678K 0.02% +145 Timeline GDMN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,425 shares 8,425 $673K 0.02% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,780 shares; 2024Q4: 6,832 shares; 2025Q1: 7,087 shares; 2025Q2: 6,856 shares; 2025Q3: 7,516 shares 7,516 $671K 0.02% +660 Timeline JNK 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: 6,815 shares; 2024Q4: 7,414 shares; 2025Q1: 6,815 shares; 2025Q2: 6,815 shares; 2025Q3: 6,815 shares 6,815 $665K 0.02% 0 Timeline SLQD 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: 13,044 shares; 2024Q4: 13,044 shares; 2025Q1: 13,044 shares; 2025Q2: 13,044 shares; 2025Q3: 13,044 shares 13,044 $662K 0.02% 0 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: 152,804 shares; 2024Q4: 134,515 shares; 2025Q1: 58,983 shares; 2025Q2: 56,383 shares; 2025Q3: 56,240 shares 56,240 $660K 0.02% -143 Timeline GVI 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: 19,437 shares; 2025Q2: 7,624 shares; 2025Q3: 6,105 shares 6,105 $656K 0.02% -1,519 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,481 shares; 2025Q1: 4,154 shares; 2025Q2: 4,510 shares; 2025Q3: 4,456 shares 4,456 $653K 0.02% -54 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 736 shares; 2025Q1: 914 shares; 2025Q2: 1,096 shares; 2025Q3: 1,457 shares 1,457 $653K 0.02% +361 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: 4,616 shares; 2024Q4: 3,864 shares; 2025Q1: 3,944 shares; 2025Q2: 3,840 shares; 2025Q3: 6,929 shares 6,929 $651K 0.02% +3,089 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 931 shares; 2025Q1: not reported; 2025Q2: 1,098 shares; 2025Q3: 1,794 shares 1,794 $641K 0.02% +696 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: 9,926 shares; 2024Q4: 9,138 shares; 2025Q1: 9,074 shares; 2025Q2: 8,755 shares; 2025Q3: 9,383 shares 9,383 $641K 0.02% +628 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,947 shares; 2025Q1: 3,023 shares; 2025Q2: 3,843 shares; 2025Q3: 5,186 shares 5,186 $640K 0.02% +1,343 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: 8,853 shares; 2024Q4: 9,957 shares; 2025Q1: 11,252 shares; 2025Q2: 11,590 shares; 2025Q3: 10,352 shares 10,352 $640K 0.02% -1,238 Timeline ESGD 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: 5,693 shares; 2024Q4: 5,720 shares; 2025Q1: 5,627 shares; 2025Q2: 5,859 shares; 2025Q3: 6,794 shares 6,794 $638K 0.02% +935 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,043 shares; 2025Q2: 1,459 shares; 2025Q3: 2,437 shares 2,437 $636K 0.02% +978 Timeline IMTM 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: 13,003 shares; 2024Q4: 13,003 shares; 2025Q1: 13,003 shares; 2025Q2: 13,003 shares; 2025Q3: 13,052 shares 13,052 $625K 0.02% +49 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: 658 shares; 2024Q4: 641 shares; 2025Q1: 792 shares; 2025Q2: 1,012 shares; 2025Q3: 1,466 shares 1,466 $621K 0.02% +454 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,210 shares; 2024Q4: 15,263 shares; 2025Q1: 18,430 shares; 2025Q2: 20,517 shares; 2025Q3: 23,647 shares 23,647 $620K 0.02% +3,130 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: 1,927 shares; 2024Q4: 2,218 shares; 2025Q1: 2,767 shares; 2025Q2: 3,393 shares; 2025Q3: 4,647 shares 4,647 $618K 0.02% +1,254 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,327 shares; 2024Q4: 5,717 shares; 2025Q1: 5,907 shares; 2025Q2: 5,751 shares; 2025Q3: 5,445 shares 5,445 $618K 0.02% -306 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: 2,819 shares; 2024Q4: 2,393 shares; 2025Q1: 2,286 shares; 2025Q2: 2,412 shares; 2025Q3: 2,406 shares 2,406 $617K 0.02% -6 Timeline IGM 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: 4,809 shares 4,809 $614K 0.02% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 2,973 shares; 2025Q1: 4,096 shares; 2025Q2: 5,189 shares; 2025Q3: 6,545 shares 6,545 $612K 0.02% +1,356 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,978 shares; 2024Q4: 16,695 shares; 2025Q1: 12,057 shares; 2025Q2: 12,111 shares; 2025Q3: 13,097 shares 13,097 $597K 0.02% +986 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: 3,689 shares; 2024Q4: 4,035 shares; 2025Q1: 4,397 shares; 2025Q2: 4,369 shares; 2025Q3: 3,574 shares 3,574 $596K 0.02% -795 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: 9,265 shares; 2024Q4: 10,713 shares; 2025Q1: 21,001 shares; 2025Q2: 21,949 shares; 2025Q3: 23,933 shares 23,933 $595K 0.02% +1,984 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 10,120 shares; 2025Q1: 10,913 shares; 2025Q2: 11,380 shares; 2025Q3: 11,757 shares 11,757 $592K 0.02% +377 Timeline XMHQ 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: 5,759 shares; 2024Q4: 5,744 shares; 2025Q1: 5,710 shares; 2025Q2: 5,699 shares; 2025Q3: 5,581 shares 5,581 $588K 0.02% -118 Timeline MAS MASCO CORP More: the full row for MASCO 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: 3,797 shares; 2025Q2: 5,508 shares; 2025Q3: 8,220 shares 8,220 $584K 0.02% +2,712 Timeline COPX 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: 9,804 shares; 2024Q4: 9,508 shares; 2025Q1: 9,502 shares; 2025Q2: 9,475 shares; 2025Q3: 9,475 shares 9,475 $576K 0.02% 0 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: 4,748 shares; 2024Q4: 3,796 shares; 2025Q1: 3,388 shares; 2025Q2: 4,754 shares; 2025Q3: 3,972 shares 3,972 $560K 0.02% -782 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 223 shares; 2025Q1: 221 shares; 2025Q2: 225 shares; 2025Q3: 244 shares 244 $551K 0.02% +19 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 533 shares; 2025Q1: 728 shares; 2025Q2: 1,197 shares; 2025Q3: 1,844 shares 1,844 $546K 0.02% +647 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,737 shares; 2025Q1: 1,824 shares; 2025Q2: 1,915 shares; 2025Q3: 1,702 shares 1,702 $545K 0.02% -213 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: 3,843 shares; 2024Q4: 4,011 shares; 2025Q1: 3,926 shares; 2025Q2: 3,729 shares; 2025Q3: 6,083 shares 6,083 $545K 0.02% +2,354 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 736 shares; 2025Q3: 894 shares 894 $542K 0.02% +158 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: 43,760 shares; 2024Q4: 31,390 shares; 2025Q1: 33,181 shares; 2025Q2: 45,135 shares; 2025Q3: 44,185 shares 44,185 $540K 0.02% -950 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,903 shares; 2025Q1: 5,603 shares; 2025Q2: 6,596 shares; 2025Q3: 7,359 shares 7,359 $533K 0.01% +763 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: 1,110 shares; 2025Q3: 1,851 shares 1,851 $533K 0.01% +741 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: 7,253 shares; 2024Q4: 5,780 shares; 2025Q1: 5,718 shares; 2025Q2: 5,408 shares; 2025Q3: 5,070 shares 5,070 $524K 0.01% -338 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,240 shares; 2024Q4: 7,890 shares; 2025Q1: 8,056 shares; 2025Q2: 7,073 shares; 2025Q3: 6,006 shares 6,006 $518K 0.01% -1,067 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,520 shares; 2025Q1: 3,565 shares; 2025Q2: 3,737 shares; 2025Q3: 3,162 shares 3,162 $514K 0.01% -575 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,492 shares; 2025Q1: 2,053 shares; 2025Q2: 2,019 shares; 2025Q3: 2,425 shares 2,425 $512K 0.01% +406 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,911 shares; 2025Q3: 8,965 shares 8,965 $512K 0.01% +3,054 Timeline OEF 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: 1,529 shares 1,529 $511K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,988 shares; 2025Q1: 2,971 shares; 2025Q2: 2,734 shares; 2025Q3: 2,694 shares 2,694 $509K 0.01% -40 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,542 shares; 2025Q1: 1,585 shares; 2025Q2: 1,582 shares; 2025Q3: 1,805 shares 1,805 $508K 0.01% +223 Timeline AAXJ 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: 5,350 shares 5,350 $497K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,432 shares; 2025Q1: 1,631 shares; 2025Q2: 1,074 shares; 2025Q3: 941 shares 941 $494K 0.01% -133 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 420 shares; 2025Q2: 651 shares; 2025Q3: 815 shares 815 $494K 0.01% +164 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: 309 shares; 2025Q3: 499 shares 499 $488K 0.01% +190 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,065 shares; 2025Q1: 1,164 shares; 2025Q2: 1,591 shares; 2025Q3: 1,503 shares 1,503 $484K 0.01% -88 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL 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: 497 shares; 2025Q3: 1,009 shares 1,009 $481K 0.01% +512 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 698 shares; 2025Q3: 1,274 shares 1,274 $480K 0.01% +576 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE 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: 417 shares; 2025Q2: 417 shares; 2025Q3: 824 shares 824 $480K 0.01% +407 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,736 shares; 2024Q4: 7,952 shares; 2025Q1: 7,987 shares; 2025Q2: 8,094 shares; 2025Q3: 8,095 shares 8,095 $479K 0.01% +1 Timeline INDA 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: 6,103 shares; 2024Q4: 4,859 shares; 2025Q1: 5,420 shares; 2025Q2: 5,420 shares; 2025Q3: 9,116 shares 9,116 $477K 0.01% +3,696 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: 5,103 shares; 2025Q1: 5,000 shares; 2025Q2: 5,258 shares; 2025Q3: 5,010 shares 5,010 $465K 0.01% -248 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: 1,371 shares; 2025Q3: 2,772 shares 2,772 $464K 0.01% +1,401 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,752 shares; 2025Q1: 1,669 shares; 2025Q2: 1,656 shares; 2025Q3: 1,662 shares 1,662 $463K 0.01% +6 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 2,549 shares; 2025Q1: 3,429 shares; 2025Q2: 4,015 shares; 2025Q3: 4,174 shares 4,174 $461K 0.01% +159 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 13,006 shares 13,006 $460K 0.01% new 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: 6,613 shares; 2024Q4: 7,206 shares; 2025Q1: 6,932 shares; 2025Q2: 6,864 shares; 2025Q3: 6,404 shares 6,404 $460K 0.01% -460 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,885 shares; 2025Q1: 3,049 shares; 2025Q2: 2,913 shares; 2025Q3: 3,288 shares 3,288 $456K 0.01% +375 Timeline L LOEWS CORP More: the full row for LOEWS 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: 3,095 shares; 2025Q2: 3,624 shares; 2025Q3: 4,477 shares 4,477 $455K 0.01% +853 Timeline GDX 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: 5,898 shares 5,898 $455K 0.01% new Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 1,804 shares 1,804 $454K 0.01% new 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: 7,916 shares; 2024Q4: 7,044 shares; 2025Q1: 6,260 shares; 2025Q2: 7,322 shares; 2025Q3: 9,064 shares 9,064 $450K 0.01% +1,742 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,828 shares; 2025Q1: 1,880 shares; 2025Q2: 1,925 shares; 2025Q3: 2,449 shares 2,449 $447K 0.01% +524 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN 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: 1,410 shares; 2025Q3: 3,170 shares 3,170 $446K 0.01% +1,760 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: 4,141 shares; 2025Q1: not reported; 2025Q2: 4,313 shares; 2025Q3: 6,447 shares 6,447 $443K 0.01% +2,134 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: 9,766 shares; 2024Q4: 8,638 shares; 2025Q1: 9,521 shares; 2025Q2: 9,001 shares; 2025Q3: 9,634 shares 9,634 $441K 0.01% +633 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP 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: 1,800 shares; 2025Q3: 2,215 shares 2,215 $439K 0.01% +415 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 814 shares 814 $437K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 3,197 shares; 2025Q1: 4,103 shares; 2025Q2: 4,674 shares; 2025Q3: 5,246 shares 5,246 $437K 0.01% +572 Timeline IWR 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: 4,319 shares; 2024Q4: 4,485 shares; 2025Q1: 4,326 shares; 2025Q2: 4,414 shares; 2025Q3: 4,501 shares 4,501 $436K 0.01% +87 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000 $436K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 844 shares; 2025Q1: 1,213 shares; 2025Q2: 1,361 shares; 2025Q3: 1,250 shares 1,250 $434K 0.01% -111 Timeline IWD 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: 2,097 shares; 2025Q1: 2,100 shares; 2025Q2: 2,102 shares; 2025Q3: 2,104 shares 2,104 $430K 0.01% +2 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,377 shares; 2025Q1: 1,919 shares; 2025Q2: 2,086 shares; 2025Q3: 2,113 shares 2,113 $429K 0.01% +27 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: 16,001 shares; 2024Q4: 10,129 shares; 2025Q1: 9,610 shares; 2025Q2: 12,442 shares; 2025Q3: 8,578 shares 8,578 $429K 0.01% -3,864 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,177 shares; 2024Q4: 15,323 shares; 2025Q1: 16,724 shares; 2025Q2: 16,268 shares; 2025Q3: 16,410 shares 16,410 $425K 0.01% +142 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 7,711 shares 7,711 $425K 0.01% new 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: 6,148 shares; 2024Q4: 5,680 shares; 2025Q1: 4,934 shares; 2025Q2: 4,699 shares; 2025Q3: 4,710 shares 4,710 $422K 0.01% +11 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY 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: 1,338 shares 1,338 $421K 0.01% new Timeline RSPN 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: 7,925 shares; 2024Q4: 7,945 shares; 2025Q1: 8,100 shares; 2025Q2: 7,784 shares; 2025Q3: 7,487 shares 7,487 $420K 0.01% -297 Timeline HEWJ 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: 6,245 shares; 2024Q4: 6,222 shares; 2025Q1: 5,754 shares; 2025Q2: 5,430 shares; 2025Q3: 8,569 shares 8,569 $420K 0.01% +3,139 Timeline D DOMINION ENERGY INC More: the full row for DOMINION 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: 4,600 shares; 2025Q3: 6,847 shares 6,847 $418K 0.01% +2,247 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 2,894 shares; 2025Q1: 2,907 shares; 2025Q2: 3,083 shares; 2025Q3: 3,096 shares 3,096 $418K 0.01% +13 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 4,708 shares; 2025Q1: 4,709 shares; 2025Q2: 4,708 shares; 2025Q3: 4,589 shares 4,589 $417K 0.01% -119 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,946 shares; 2025Q1: 2,180 shares; 2025Q2: 2,492 shares; 2025Q3: 3,276 shares 3,276 $412K 0.01% +784 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 2,903 shares; 2025Q1: 3,106 shares; 2025Q2: 3,017 shares; 2025Q3: 1,900 shares 1,900 $410K 0.01% -1,117 Timeline EXC EXELON CORP More: the full row for EXELON 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: 5,375 shares; 2025Q2: 6,857 shares; 2025Q3: 9,106 shares 9,106 $410K 0.01% +2,249 Timeline AME AMETEK INC More: the full row for AMETEK 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: 1,188 shares; 2025Q3: 2,194 shares 2,194 $408K 0.01% +1,006 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: 4,623 shares; 2025Q1: 5,580 shares; 2025Q2: 6,033 shares; 2025Q3: 6,422 shares 6,422 $408K 0.01% +389 Timeline IWP 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: 2,330 shares; 2024Q4: 2,775 shares; 2025Q1: 2,781 shares; 2025Q2: 2,781 shares; 2025Q3: 2,793 shares 2,793 $401K 0.01% +12 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 2,227 shares 2,227 $396K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,422 shares; 2025Q3: 5,424 shares 5,424 $395K 0.01% +2 Timeline TQQQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,707 shares 3,707 $394K 0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: not reported; 2025Q1: 4,390 shares; 2025Q2: 4,468 shares; 2025Q3: 5,068 shares 5,068 $393K 0.01% +600 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: not reported; 2025Q1: 4,120 shares; 2025Q2: 5,192 shares; 2025Q3: 7,163 shares 7,163 $390K 0.01% +1,971 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,089 shares; 2024Q4: 3,442 shares; 2025Q1: 4,409 shares; 2025Q2: 4,911 shares; 2025Q3: 5,824 shares 5,824 $390K 0.01% +913 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC 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: 1,043 shares; 2025Q2: 1,346 shares; 2025Q3: 1,752 shares 1,752 $390K 0.01% +406 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 4,859 shares 4,859 $390K 0.01% new Timeline IEFA 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: 4,094 shares; 2025Q1: 4,491 shares; 2025Q2: 4,153 shares; 2025Q3: 4,423 shares 4,423 $390K 0.01% +270 Timeline IYF 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: 2,014 shares; 2024Q4: 2,027 shares; 2025Q1: 3,102 shares; 2025Q2: 3,181 shares; 2025Q3: 3,107 shares 3,107 $388K 0.01% -74 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $386K 0.01% 0 Timeline PLTU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 3,580 shares 3,580 $383K 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,543 shares; 2025Q1: 8,268 shares; 2025Q2: 8,280 shares; 2025Q3: 6,790 shares 6,790 $382K 0.01% -1,490 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL 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: 4,787 shares; 2025Q3: 9,436 shares 9,436 $380K 0.01% +4,649 Timeline PPL PPL CORP More: the full row for PPL 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: 10,398 shares 10,398 $379K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,248 shares; 2024Q4: 2,519 shares; 2025Q1: 2,658 shares; 2025Q2: 2,616 shares; 2025Q3: 2,341 shares 2,341 $377K 0.01% -275 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 2,087 shares; 2025Q1: 2,553 shares; 2025Q2: 2,847 shares; 2025Q3: 3,058 shares 3,058 $375K 0.01% +211 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,648 shares; 2025Q1: 2,640 shares; 2025Q2: 2,618 shares; 2025Q3: 2,594 shares 2,594 $375K 0.01% -24 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 526 shares; 2025Q1: 571 shares; 2025Q2: 454 shares; 2025Q3: 401 shares 401 $373K 0.01% -53 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 1,288 shares; 2025Q1: 1,446 shares; 2025Q2: 1,560 shares; 2025Q3: 1,539 shares 1,539 $372K 0.01% -21 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,193 shares; 2024Q4: 26,782 shares; 2025Q1: 26,530 shares; 2025Q2: 24,308 shares; 2025Q3: 21,761 shares 21,761 $371K 0.01% -2,547 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,147 shares; 2024Q4: 13,453 shares; 2025Q1: 16,138 shares; 2025Q2: 17,672 shares; 2025Q3: 15,037 shares 15,037 $371K 0.01% -2,635 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,692 shares; 2024Q4: 14,894 shares; 2025Q1: 14,360 shares; 2025Q2: 13,020 shares; 2025Q3: 12,162 shares 12,162 $370K 0.01% -858 Timeline MBB 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: 5,917 shares; 2024Q4: 5,905 shares; 2025Q1: 3,988 shares; 2025Q2: 3,837 shares; 2025Q3: 3,843 shares 3,843 $366K 0.01% +6 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 1,040 shares; 2025Q2: 1,280 shares; 2025Q3: 1,508 shares 1,508 $364K 0.01% +228 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: 7,676 shares; 2024Q4: 15,346 shares; 2025Q1: 15,020 shares; 2025Q2: 15,472 shares; 2025Q3: 15,472 shares 15,472 $364K 0.01% 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: 2,655 shares; 2025Q3: 2,993 shares 2,993 $363K 0.01% +338 Timeline ITB 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: 3,225 shares; 2024Q4: 3,229 shares; 2025Q1: 3,161 shares; 2025Q2: 3,279 shares; 2025Q3: 3,304 shares 3,304 $358K 0.01% +25 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,669 shares; 2024Q4: 4,530 shares; 2025Q1: 4,514 shares; 2025Q2: 4,545 shares; 2025Q3: 4,483 shares 4,483 $357K 0.01% -62 Timeline MTUM 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: 1,372 shares; 2024Q4: 1,372 shares; 2025Q1: 1,439 shares; 2025Q2: 1,273 shares; 2025Q3: 1,386 shares 1,386 $355K 0.01% +113 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 1,527 shares 1,527 $354K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 1,712 shares; 2025Q3: 2,056 shares 2,056 $353K 0.01% +344 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,875 shares; 2024Q4: 11,922 shares; 2025Q1: 13,601 shares; 2025Q2: 13,289 shares; 2025Q3: 13,294 shares 13,294 $352K 0.01% +5 Timeline DIVO 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: 5,220 shares; 2024Q4: 7,855 shares; 2025Q1: 7,866 shares; 2025Q2: 7,866 shares; 2025Q3: 7,913 shares 7,913 $352K 0.01% +47 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,658 shares; 2025Q1: 1,653 shares; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares 1,718 $349K 0.01% 0 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: 7,513 shares; 2024Q4: 9,087 shares; 2025Q1: 8,454 shares; 2025Q2: 11,919 shares; 2025Q3: 8,191 shares 8,191 $348K 0.01% -3,728 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,498 shares; 2025Q1: 5,259 shares; 2025Q2: 5,853 shares; 2025Q3: 5,863 shares 5,863 $345K 0.01% +10 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: 2,661 shares; 2024Q4: 2,610 shares; 2025Q1: 3,020 shares; 2025Q2: 3,316 shares; 2025Q3: 3,904 shares 3,904 $345K 0.01% +588 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN 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: 884 shares; 2025Q2: 1,212 shares; 2025Q3: 1,474 shares 1,474 $345K 0.01% +262 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 715 shares; 2025Q1: 713 shares; 2025Q2: 734 shares; 2025Q3: 791 shares 791 $342K 0.01% +57 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL 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: 12,180 shares 12,180 $342K 0.01% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 3,281 shares 3,281 $341K 0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS 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: 462 shares; 2025Q3: 1,204 shares 1,204 $339K 0.01% +742 Timeline VLTO VERALTO CORP More: the full row for VERALTO 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: 3,169 shares 3,169 $337K 0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 760 shares 760 $333K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,404 shares; 2025Q1: 1,451 shares; 2025Q2: 1,415 shares; 2025Q3: 1,189 shares 1,189 $333K 0.01% -226 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER 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: 668 shares 668 $333K 0.01% new Timeline DDS DILLARDS INC More: the full row for DILLARDS 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: 533 shares 533 $333K 0.01% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 2,003 shares; 2025Q1: 2,063 shares; 2025Q2: 2,013 shares; 2025Q3: 2,003 shares 2,003 $331K 0.01% -10 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 3,214 shares; 2025Q1: 3,948 shares; 2025Q2: 3,792 shares; 2025Q3: 4,291 shares 4,291 $330K 0.01% +499 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: 819 shares; 2024Q4: 863 shares; 2025Q1: 821 shares; 2025Q2: 827 shares; 2025Q3: 895 shares 895 $329K 0.01% +68 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,583 shares; 2025Q1: 1,577 shares; 2025Q2: 1,657 shares; 2025Q3: 1,704 shares 1,704 $329K 0.01% +47 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 3,543 shares; 2025Q3: 5,119 shares 5,119 $328K 0.01% +1,576 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,921 shares; 2024Q4: 10,386 shares; 2025Q1: 10,914 shares; 2025Q2: 10,869 shares; 2025Q3: 10,637 shares 10,637 $325K 0.01% -232 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,237 shares; 2025Q2: 14,123 shares; 2025Q3: 12,178 shares 12,178 $323K 0.01% -1,945 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 725 shares; 2025Q1: 781 shares; 2025Q2: 613 shares; 2025Q3: 917 shares 917 $322K 0.01% +304 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: 1,834 shares 1,834 $321K 0.01% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 819 shares; 2025Q1: 919 shares; 2025Q2: 1,066 shares; 2025Q3: 1,079 shares 1,079 $321K 0.01% +13 Timeline XOP 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: 2,669 shares; 2024Q4: 2,571 shares; 2025Q1: 2,543 shares; 2025Q2: 2,423 shares; 2025Q3: 2,429 shares 2,429 $320K 0.01% +6 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 7,168 shares; 2025Q1: 7,168 shares; 2025Q2: 7,168 shares; 2025Q3: 7,016 shares 7,016 $319K 0.01% -152 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA 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: 1,066 shares; 2025Q1: 1,221 shares; 2025Q2: 1,080 shares; 2025Q3: 757 shares 757 $319K 0.01% -323 Timeline XLG 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: 5,583 shares; 2024Q4: 5,468 shares; 2025Q1: 5,603 shares; 2025Q2: 5,522 shares; 2025Q3: 5,490 shares 5,490 $317K 0.01% -32 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: 2,340 shares; 2024Q4: 2,475 shares; 2025Q1: 2,280 shares; 2025Q2: 2,294 shares; 2025Q3: 2,271 shares 2,271 $316K 0.01% -23 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 215 shares; 2025Q1: 213 shares; 2025Q2: 3,181 shares; 2025Q3: 3,010 shares 3,010 $316K 0.01% -171 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE 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: 1,568 shares 1,568 $316K 0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS 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: 908 shares; 2025Q3: 1,025 shares 1,025 $311K 0.01% +117 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: 2,709 shares; 2024Q4: 2,672 shares; 2025Q1: 2,826 shares; 2025Q2: 2,827 shares; 2025Q3: 2,862 shares 2,862 $311K 0.01% +35 Timeline FEZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,882 shares 4,882 $309K 0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC 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: 2,306 shares; 2025Q2: 2,663 shares; 2025Q3: 3,184 shares 3,184 $304K 0.01% +521 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: not reported; 2024Q4: 18,167 shares; 2025Q1: 18,167 shares; 2025Q2: 19,657 shares; 2025Q3: 19,770 shares 19,770 $303K 0.01% +113 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,390 shares; 2025Q1: 3,383 shares; 2025Q2: 3,433 shares; 2025Q3: 3,418 shares 3,418 $302K 0.01% -15 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,898 shares; 2024Q4: 16,999 shares; 2025Q1: 16,999 shares; 2025Q2: 17,306 shares; 2025Q3: 12,369 shares 12,369 $300K 0.01% -4,937 Timeline SPLB 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: 31,130 shares; 2024Q4: 26,657 shares; 2025Q1: 12,512 shares; 2025Q2: 13,251 shares; 2025Q3: 12,927 shares 12,927 $300K 0.01% -324 Timeline GDDY GODADDY INC More: the full row for GODADDY 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: 2,214 shares 2,214 $297K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS 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: 1,026 shares; 2025Q2: 1,160 shares; 2025Q3: 998 shares 998 $296K 0.01% -162 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,369 shares; 2024Q4: 7,487 shares; 2025Q1: 9,197 shares; 2025Q2: 8,470 shares; 2025Q3: 7,608 shares 7,608 $296K 0.01% -862 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,215 shares; 2025Q1: 2,253 shares; 2025Q2: 2,454 shares; 2025Q3: 3,700 shares 3,700 $294K 0.01% +1,246 Timeline GLW CORNING INC More: the full row for CORNING 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: 3,552 shares 3,552 $293K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 2,102 shares; 2025Q1: 2,073 shares; 2025Q2: 2,068 shares; 2025Q3: 2,081 shares 2,081 $292K 0.01% +13 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,287 shares; 2025Q1: 1,262 shares; 2025Q2: 1,262 shares; 2025Q3: 1,264 shares 1,264 $291K 0.01% +2 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 3,452 shares; 2025Q1: 3,369 shares; 2025Q2: 4,189 shares; 2025Q3: 3,911 shares 3,911 $291K 0.01% -278 Timeline IJT 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: 2,046 shares; 2024Q4: 2,134 shares; 2025Q1: 2,047 shares; 2025Q2: 2,047 shares; 2025Q3: 2,047 shares 2,047 $291K 0.01% 0 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,394 shares; 2025Q1: 4,601 shares; 2025Q2: 4,598 shares; 2025Q3: 4,351 shares 4,351 $289K 0.01% -247 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,280 shares; 2025Q1: 3,257 shares; 2025Q2: 3,257 shares; 2025Q3: 3,234 shares 3,234 $286K 0.01% -23 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: 2,815 shares; 2025Q1: 3,536 shares; 2025Q2: 3,385 shares; 2025Q3: 2,586 shares 2,586 $286K 0.01% -799 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA 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: 7,888 shares; 2025Q3: 12,303 shares 12,303 $285K 0.01% +4,415 Timeline NSEP 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: 9,877 shares 9,877 $284K 0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,175 shares 3,175 $283K 0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC 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: 1,031 shares 1,031 $282K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS 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: 4,037 shares 4,037 $278K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 6,951 shares; 2025Q1: 7,720 shares; 2025Q2: 6,041 shares; 2025Q3: 5,762 shares 5,762 $276K 0.01% -279 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,095 shares; 2024Q4: 13,534 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,154 shares 11,154 $275K 0.01% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,537 shares; 2025Q1: 1,778 shares; 2025Q2: 1,563 shares; 2025Q3: 1,123 shares 1,123 $275K 0.01% -440 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: 2,335 shares; 2024Q4: 1,888 shares; 2025Q1: 2,070 shares; 2025Q2: 1,833 shares; 2025Q3: 2,439 shares 2,439 $272K 0.01% +606 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & 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: 1,412 shares 1,412 $271K 0.01% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,917 shares; 2024Q4: 5,971 shares; 2025Q1: 5,971 shares; 2025Q2: 5,995 shares; 2025Q3: 6,027 shares 6,027 $268K 0.01% +32 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,155 shares; 2025Q1: 1,158 shares; 2025Q2: 1,153 shares; 2025Q3: 1,274 shares 1,274 $268K 0.01% +121 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 897 shares 897 $268K 0.01% new Timeline QLC 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: 3,380 shares; 2024Q4: 3,380 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,412 shares 3,412 $267K 0.01% new Timeline JPEF 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: 3,927 shares; 2024Q4: 3,738 shares; 2025Q1: 3,738 shares; 2025Q2: 4,553 shares; 2025Q3: 3,571 shares 3,571 $265K 0.01% -982 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I 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: 3,444 shares 3,444 $265K 0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 936 shares; 2025Q1: 981 shares; 2025Q2: 1,078 shares; 2025Q3: 1,081 shares 1,081 $263K 0.01% +3 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 14,069 shares 14,069 $262K 0.01% new Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,753 shares; 2024Q4: 4,715 shares; 2025Q1: 2,619 shares; 2025Q2: 2,684 shares; 2025Q3: 2,534 shares 2,534 $261K 0.01% -150 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,728 shares; 2024Q4: 7,953 shares; 2025Q1: 7,643 shares; 2025Q2: 7,656 shares; 2025Q3: 7,655 shares 7,655 $258K 0.01% -1 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE 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: 4,124 shares 4,124 $256K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,850 shares; 2025Q1: 1,885 shares; 2025Q2: 1,890 shares; 2025Q3: 1,883 shares 1,883 $256K 0.01% -7 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 691 shares; 2025Q1: 705 shares; 2025Q2: 596 shares; 2025Q3: 541 shares 541 $255K 0.01% -55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,813 shares 6,813 $254K 0.01% new Timeline IHI 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: 4,293 shares; 2024Q4: 4,302 shares; 2025Q1: 4,225 shares; 2025Q2: 4,225 shares; 2025Q3: 4,225 shares 4,225 $253K 0.01% 0 Timeline IDU 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: 2,266 shares 2,266 $252K 0.01% new Timeline VDC 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: 1,005 shares; 2024Q4: 950 shares; 2025Q1: 1,138 shares; 2025Q2: 1,106 shares; 2025Q3: 1,187 shares 1,187 $252K 0.01% +81 Timeline EVX 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: 1,290 shares; 2024Q4: 1,293 shares; 2025Q1: 6,468 shares; 2025Q2: 6,515 shares; 2025Q3: 6,515 shares 6,515 $252K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 3,279 shares; 2025Q2: 3,381 shares; 2025Q3: 3,300 shares 3,300 $251K 0.01% -81 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS 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: 2,891 shares 2,891 $250K 0.01% new Timeline ACLX ARCELLX INC More: the full row for ARCELLX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares 3,000 $247K 0.01% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 910 shares; 2025Q3: 895 shares 895 $247K 0.01% -15 Timeline FIIG 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: 11,522 shares 11,522 $246K 0.01% new Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,816 shares 3,816 $244K 0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,806 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,860 shares 9,860 $242K 0.01% 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: 2,805 shares; 2024Q4: 3,222 shares; 2025Q1: 3,329 shares; 2025Q2: 3,283 shares; 2025Q3: 2,918 shares 2,918 $241K 0.01% -365 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,387 shares; 2025Q3: 8,165 shares 8,165 $238K 0.01% +778 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: not reported; 2024Q4: not reported; 2025Q1: 3,465 shares; 2025Q2: 3,488 shares; 2025Q3: 3,554 shares 3,554 $236K 0.01% +66 Timeline USRT 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: 5,933 shares; 2024Q4: 4,838 shares; 2025Q1: 4,231 shares; 2025Q2: 4,006 shares; 2025Q3: 4,017 shares 4,017 $235K 0.01% +11 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,252 shares; 2025Q1: 3,591 shares; 2025Q2: 3,127 shares; 2025Q3: 2,688 shares 2,688 $235K 0.01% -439 Timeline ARKF ARK ETF TR More: the full row for ARK 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: 4,070 shares 4,070 $235K 0.01% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,755 shares 2,755 $234K 0.01% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 4,193 shares 4,193 $234K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,470 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 903 shares 903 $233K 0.01% -672 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,421 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares 1,410 $233K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,220 shares; 2025Q1: 3,407 shares; 2025Q2: 6,884 shares; 2025Q3: 4,813 shares 4,813 $232K 0.01% -2,071 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW 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: 1,471 shares; 2025Q3: 1,642 shares 1,642 $231K 0.01% +171 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 365 shares 365 $231K 0.01% new Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,776 shares; 2024Q4: 11,812 shares; 2025Q1: 11,933 shares; 2025Q2: 11,776 shares; 2025Q3: 10,329 shares 10,329 $231K 0.01% -1,447 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 250 shares; 2025Q1: 261 shares; 2025Q2: 250 shares; 2025Q3: 254 shares 254 $231K 0.01% +4 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL 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: 1,386 shares 1,386 $231K 0.01% new Timeline GNOV 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: 6,020 shares; 2025Q1: 6,020 shares; 2025Q2: 6,020 shares; 2025Q3: 6,020 shares 6,020 $229K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,802 shares; 2025Q1: 1,791 shares; 2025Q2: 1,552 shares; 2025Q3: 1,538 shares 1,538 $229K 0.01% -14 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 6,671 shares; 2025Q3: 6,671 shares 6,671 $224K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: not reported; 2025Q1: 2,136 shares; 2025Q2: not reported; 2025Q3: 2,314 shares 2,314 $224K 0.01% new 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: 776 shares; 2024Q4: not reported; 2025Q1: 1,276 shares; 2025Q2: not reported; 2025Q3: 836 shares 836 $223K 0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 1,613 shares 1,613 $223K 0.01% new Timeline IDA IDACORP INC More: the full row for IDACORP 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: 1,679 shares 1,679 $221K 0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW 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: 2,356 shares; 2025Q2: not reported; 2025Q3: 2,365 shares 2,365 $221K 0.01% new Timeline IYC 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: 2,105 shares; 2025Q1: not reported; 2025Q2: 2,187 shares; 2025Q3: 2,105 shares 2,105 $220K 0.01% -82 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: 3,120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,312 shares 1,312 $220K 0.01% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 8,290 shares 8,290 $219K 0.01% new Timeline LGLV 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: 1,624 shares; 2024Q4: 1,409 shares; 2025Q1: 1,415 shares; 2025Q2: 1,362 shares; 2025Q3: 1,226 shares 1,226 $217K 0.01% -136 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,272 shares; 2024Q4: 6,851 shares; 2025Q1: 6,883 shares; 2025Q2: 6,915 shares; 2025Q3: 6,416 shares 6,416 $216K 0.01% -499 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,596 shares; 2025Q1: 2,413 shares; 2025Q2: 2,457 shares; 2025Q3: 2,499 shares 2,499 $216K 0.01% +42 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,514 shares; 2024Q4: 31,535 shares; 2025Q1: 10,313 shares; 2025Q2: not reported; 2025Q3: 5,751 shares 5,751 $215K 0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224 shares 224 $214K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 1,043 shares; 2025Q1: 1,047 shares; 2025Q2: 1,059 shares; 2025Q3: 1,066 shares 1,066 $213K 0.01% +7 Timeline SIL 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: 2,982 shares 2,982 $212K 0.01% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,557 shares; 2025Q3: 1,776 shares 1,776 $212K 0.01% -781 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,766 shares 4,766 $211K 0.01% new Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,737 shares; 2024Q4: 3,737 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,699 shares 3,699 $208K 0.01% new Timeline REET 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: 8,097 shares; 2025Q3: 8,135 shares 8,135 $208K 0.01% +38 Timeline