QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,255 shares; 2024Q4: 119,970 shares; 2025Q1: 117,124 shares; 2025Q2: 113,288 shares; 2025Q3: 133,738 shares; 2025Q4: 129,656 shares 129,656 $79.6M 10.28% -4,082 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,647 shares; 2024Q4: 432,370 shares; 2025Q1: 426,765 shares; 2025Q2: 422,436 shares; 2025Q3: 464,900 shares; 2025Q4: 456,238 shares 456,238 $41.7M 5.39% -8,662 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,390 shares; 2024Q4: 121,973 shares; 2025Q1: 119,668 shares; 2025Q2: 117,260 shares; 2025Q3: 114,488 shares; 2025Q4: 110,979 shares 110,979 $41.4M 5.35% -3,509 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,589 shares; 2024Q4: 88,543 shares; 2025Q1: 86,652 shares; 2025Q2: 84,936 shares; 2025Q3: 83,429 shares; 2025Q4: 80,161 shares 80,161 $40.3M 5.2% -3,268 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,118 shares; 2024Q4: 209,843 shares; 2025Q1: 204,801 shares; 2025Q2: 199,709 shares; 2025Q3: 184,387 shares; 2025Q4: 177,487 shares 177,487 $39M 5.04% -6,900 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,682 shares; 2024Q4: 1,083,103 shares; 2025Q1: 1,067,891 shares; 2025Q2: 1,084,360 shares; 2025Q3: 1,396,957 shares; 2025Q4: 1,412,038 shares 1,412,038 $38.7M 5% +15,081 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,885 shares; 2024Q4: 136,067 shares; 2025Q1: 133,061 shares; 2025Q2: 130,876 shares; 2025Q3: 127,632 shares; 2025Q4: 120,944 shares 120,944 $36.5M 4.72% -6,688 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,379 shares; 2024Q4: 352,217 shares; 2025Q1: 348,982 shares; 2025Q2: 350,558 shares; 2025Q3: 403,463 shares; 2025Q4: 415,679 shares 415,679 $34.8M 4.49% +12,216 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,190 shares; 2024Q4: 382,449 shares; 2025Q1: 375,398 shares; 2025Q2: 368,038 shares; 2025Q3: 378,332 shares; 2025Q4: 368,512 shares 368,512 $34.1M 4.4% -9,820 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,588 shares; 2024Q4: 405,602 shares; 2025Q1: 399,282 shares; 2025Q2: 395,784 shares; 2025Q3: 415,036 shares; 2025Q4: 422,689 shares 422,689 $33.7M 4.35% +7,653 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,899 shares; 2024Q4: 150,973 shares; 2025Q1: 147,273 shares; 2025Q2: 145,354 shares; 2025Q3: 165,005 shares; 2025Q4: 164,284 shares 164,284 $25.4M 3.28% -721 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,169 shares; 2024Q4: 92,733 shares; 2025Q1: 90,791 shares; 2025Q2: 88,825 shares; 2025Q3: 85,148 shares; 2025Q4: 83,430 shares 83,430 $24.2M 3.13% -1,718 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,222 shares; 2024Q4: 263,104 shares; 2025Q1: 258,388 shares; 2025Q2: 254,108 shares; 2025Q3: 267,000 shares; 2025Q4: 255,638 shares 255,638 $23.3M 3% -11,362 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875,459 shares; 2024Q4: 909,806 shares; 2025Q1: 904,344 shares; 2025Q2: 878,099 shares; 2025Q3: 714,002 shares; 2025Q4: 710,970 shares 710,970 $18.9M 2.43% -3,032 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,064 shares; 2024Q4: 346,767 shares; 2025Q1: 343,686 shares; 2025Q2: 341,217 shares; 2025Q3: 337,449 shares; 2025Q4: 344,676 shares 344,676 $17.2M 2.22% +7,227 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,181 shares; 2024Q4: 498,682 shares; 2025Q1: 491,518 shares; 2025Q2: 485,489 shares; 2025Q3: 523,771 shares; 2025Q4: 497,730 shares 497,730 $14.6M 1.89% -26,041 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,654 shares; 2024Q4: 239,360 shares; 2025Q1: 234,671 shares; 2025Q2: 228,300 shares; 2025Q3: 211,211 shares; 2025Q4: 200,035 shares 200,035 $14.3M 1.84% -11,176 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,446 shares; 2024Q4: 218,912 shares; 2025Q1: 215,443 shares; 2025Q2: 229,291 shares; 2025Q3: 216,225 shares; 2025Q4: 207,824 shares 207,824 $13.7M 1.77% -8,401 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,371 shares; 2024Q4: 13,382 shares; 2025Q1: 13,399 shares; 2025Q2: 13,385 shares; 2025Q3: 13,060 shares; 2025Q4: 12,690 shares 12,690 $13.6M 1.76% -370 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,844 shares; 2025Q3: 257,284 shares; 2025Q4: 260,167 shares 260,167 $12M 1.55% +2,883 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,448 shares; 2024Q4: 385,126 shares; 2025Q1: 375,811 shares; 2025Q2: 378,799 shares; 2025Q3: 372,008 shares; 2025Q4: 392,503 shares 392,503 $11.2M 1.44% +20,495 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,072 shares; 2024Q4: 293,801 shares; 2025Q1: 288,074 shares; 2025Q2: 277,354 shares; 2025Q3: 253,478 shares; 2025Q4: 243,249 shares 243,249 $9.82M 1.27% -10,229 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,901 shares; 2024Q4: 136,932 shares; 2025Q1: 135,896 shares; 2025Q2: 136,697 shares; 2025Q3: 135,150 shares; 2025Q4: 137,995 shares 137,995 $9.58M 1.24% +2,845 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,771 shares; 2024Q4: 125,564 shares; 2025Q1: 124,435 shares; 2025Q2: 125,480 shares; 2025Q3: 170,238 shares; 2025Q4: 189,238 shares 189,238 $9.57M 1.24% +19,000 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,842 shares; 2024Q4: 33,281 shares; 2025Q1: 32,551 shares; 2025Q2: 32,418 shares; 2025Q3: 31,564 shares; 2025Q4: 31,071 shares 31,071 $8.45M 1.09% -493 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,944 shares; 2024Q4: 27,648 shares; 2025Q1: 27,204 shares; 2025Q2: 27,686 shares; 2025Q3: 26,519 shares; 2025Q4: 26,764 shares 26,764 $6.18M 0.8% +245 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,821 shares; 2024Q4: 15,010 shares; 2025Q1: 14,829 shares; 2025Q2: 17,476 shares; 2025Q3: 16,862 shares; 2025Q4: 16,736 shares 16,736 $5.61M 0.72% -126 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,033 shares; 2024Q4: 16,844 shares; 2025Q1: 16,503 shares; 2025Q2: 16,818 shares; 2025Q3: 16,285 shares; 2025Q4: 16,293 shares 16,293 $5.1M 0.66% +8 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,847 shares; 2024Q4: 4,876 shares; 2025Q1: 4,925 shares; 2025Q2: 6,812 shares; 2025Q3: 6,175 shares; 2025Q4: 6,259 shares 6,259 $4.29M 0.55% +84 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,399 shares; 2024Q4: 19,733 shares; 2025Q1: 21,270 shares; 2025Q2: 21,840 shares; 2025Q3: 21,182 shares; 2025Q4: 21,183 shares 21,183 $3.95M 0.51% +1 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,605 shares; 2024Q4: 48,253 shares; 2025Q1: 47,427 shares; 2025Q2: 46,061 shares; 2025Q3: 35,704 shares; 2025Q4: 28,744 shares 28,744 $3.5M 0.45% -6,960 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,549 shares; 2024Q4: 37,163 shares; 2025Q1: 36,271 shares; 2025Q2: 36,619 shares; 2025Q3: 34,310 shares; 2025Q4: 32,482 shares 32,482 $3.12M 0.4% -1,828 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,596 shares; 2024Q4: 61,275 shares; 2025Q1: 60,035 shares; 2025Q2: 63,487 shares; 2025Q3: 59,827 shares; 2025Q4: 55,988 shares 55,988 $3.01M 0.39% -3,839 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,618 shares; 2024Q4: 8,294 shares; 2025Q1: 10,525 shares; 2025Q2: 10,545 shares; 2025Q3: 35,502 shares; 2025Q4: 35,215 shares 35,215 $2.82M 0.36% -287 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,584 shares; 2024Q4: 85,298 shares; 2025Q1: 78,080 shares; 2025Q2: 71,120 shares; 2025Q3: 42,072 shares; 2025Q4: 33,985 shares 33,985 $2.63M 0.34% -8,087 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,935 shares; 2024Q4: 14,965 shares; 2025Q1: 14,772 shares; 2025Q2: 14,258 shares; 2025Q3: 12,553 shares; 2025Q4: 10,896 shares 10,896 $2.63M 0.34% -1,657 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,869 shares; 2024Q4: 141,883 shares; 2025Q1: 139,406 shares; 2025Q2: 138,989 shares; 2025Q3: 118,646 shares; 2025Q4: 105,010 shares 105,010 $2.52M 0.33% -13,636 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,481 shares; 2024Q4: 6,499 shares; 2025Q1: 6,406 shares; 2025Q2: 6,227 shares; 2025Q3: 6,173 shares; 2025Q4: 6,164 shares 6,164 $2.12M 0.27% -9 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,424 shares; 2024Q4: 79,268 shares; 2025Q1: 77,060 shares; 2025Q2: 77,073 shares; 2025Q3: 73,683 shares; 2025Q4: 78,292 shares 78,292 $2.11M 0.27% +4,609 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,201 shares; 2024Q4: 66,201 shares; 2025Q1: 66,201 shares; 2025Q2: 52,158 shares; 2025Q3: 52,302 shares; 2025Q4: 52,423 shares 52,423 $2.08M 0.27% +121 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,484 shares; 2024Q4: 4,434 shares; 2025Q1: 4,251 shares; 2025Q2: 4,230 shares; 2025Q3: 4,189 shares; 2025Q4: 4,192 shares 4,192 $2.03M 0.26% +3 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,546 shares; 2024Q4: 13,585 shares; 2025Q1: 13,266 shares; 2025Q2: 13,203 shares; 2025Q3: 10,863 shares; 2025Q4: 10,449 shares 10,449 $1.94M 0.25% -414 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,134 shares; 2024Q4: 25,982 shares; 2025Q1: 26,612 shares; 2025Q2: 26,333 shares; 2025Q3: 28,247 shares; 2025Q4: 27,397 shares 27,397 $1.9M 0.25% -850 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,555 shares; 2025Q1: 2,714 shares; 2025Q2: 2,797 shares; 2025Q3: 2,737 shares; 2025Q4: 2,756 shares 2,756 $1.88M 0.24% +19 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,738 shares; 2024Q4: 6,297 shares; 2025Q1: 8,197 shares; 2025Q2: 8,220 shares; 2025Q3: 39,734 shares; 2025Q4: 40,096 shares 40,096 $1.88M 0.24% +362 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 2,719 shares; 2025Q1: 2,824 shares; 2025Q2: 2,813 shares; 2025Q3: 2,830 shares; 2025Q4: 2,846 shares 2,846 $1.88M 0.24% +16 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,170 shares; 2024Q4: 256,197 shares; 2025Q1: 236,303 shares; 2025Q2: 77,827 shares; 2025Q3: 54,372 shares; 2025Q4: 40,030 shares 40,030 $1.77M 0.23% -14,342 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 1,641 shares; 2025Q1: 1,967 shares; 2025Q2: 6,589 shares; 2025Q3: 6,574 shares; 2025Q4: 6,784 shares 6,784 $1.72M 0.22% +210 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,623 shares; 2024Q4: 36,474 shares; 2025Q1: 36,874 shares; 2025Q2: 36,897 shares; 2025Q3: 36,914 shares; 2025Q4: 36,648 shares 36,648 $1.67M 0.22% -266 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,284 shares; 2025Q2: 92,287 shares; 2025Q3: 91,307 shares; 2025Q4: 81,333 shares 81,333 $1.64M 0.21% -9,974 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,347 shares; 2024Q4: 3,969 shares; 2025Q1: 3,945 shares; 2025Q2: 4,014 shares; 2025Q3: 3,893 shares; 2025Q4: 3,394 shares 3,394 $1.53M 0.2% -499 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,497 shares; 2024Q4: 10,472 shares; 2025Q1: 10,248 shares; 2025Q2: 10,328 shares; 2025Q3: 9,212 shares; 2025Q4: 8,376 shares 8,376 $1.52M 0.2% -836 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,077 shares; 2024Q4: 17,818 shares; 2025Q1: 21,649 shares; 2025Q2: 47,876 shares; 2025Q3: 50,116 shares; 2025Q4: 55,417 shares 55,417 $1.52M 0.2% +5,301 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,558 shares; 2024Q4: 20,169 shares; 2025Q1: 19,668 shares; 2025Q2: 19,389 shares; 2025Q3: 17,669 shares; 2025Q4: 15,325 shares 15,325 $1.51M 0.19% -2,344 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,803 shares; 2024Q4: 10,215 shares; 2025Q1: 10,310 shares; 2025Q2: 10,422 shares; 2025Q3: 10,332 shares; 2025Q4: 10,436 shares 10,436 $1.5M 0.19% +104 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754,877 shares; 2024Q4: 618,409 shares; 2025Q1: 601,428 shares; 2025Q2: 549,861 shares; 2025Q3: 179,791 shares; 2025Q4: 146,619 shares 146,619 $1.46M 0.19% -33,172 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,072 shares; 2024Q4: 7,546 shares; 2025Q1: 8,051 shares; 2025Q2: 8,017 shares; 2025Q3: 6,992 shares; 2025Q4: 6,776 shares 6,776 $1.43M 0.18% -216 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,619 shares; 2025Q2: 4,626 shares; 2025Q3: 22,235 shares; 2025Q4: 22,056 shares 22,056 $1.39M 0.18% -179 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,771 shares; 2025Q1: 4,519 shares; 2025Q2: 4,522 shares; 2025Q3: 4,327 shares; 2025Q4: 4,329 shares 4,329 $1.33M 0.17% +2 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,589 shares; 2025Q3: 35,740 shares; 2025Q4: 35,878 shares 35,878 $1.25M 0.16% +138 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,941 shares; 2025Q2: 31,429 shares; 2025Q3: 30,579 shares; 2025Q4: 30,686 shares 30,686 $1.17M 0.15% +107 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,626 shares; 2024Q4: 19,731 shares; 2025Q1: 21,212 shares; 2025Q2: 22,751 shares; 2025Q3: 20,972 shares; 2025Q4: 21,148 shares 21,148 $1.16M 0.15% +176 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 2,666 shares; 2025Q1: 2,736 shares; 2025Q2: 3,015 shares; 2025Q3: 3,015 shares; 2025Q4: 3,022 shares 3,022 $1.09M 0.14% +7 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,867 shares; 2025Q3: 4,986 shares; 2025Q4: 5,027 shares 5,027 $1.06M 0.14% +41 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,807 shares; 2024Q4: 8,812 shares; 2025Q1: 8,752 shares; 2025Q2: 8,828 shares; 2025Q3: 8,453 shares; 2025Q4: 8,262 shares 8,262 $1.02M 0.13% -191 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,970 shares; 2024Q4: 14,018 shares; 2025Q1: 14,060 shares; 2025Q2: 14,084 shares; 2025Q3: 14,108 shares; 2025Q4: 14,159 shares 14,159 $990K 0.13% +51 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,575 shares; 2024Q4: 9,473 shares; 2025Q1: 9,805 shares; 2025Q2: 9,812 shares; 2025Q3: 11,401 shares; 2025Q4: 10,983 shares 10,983 $972K 0.13% -418 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,110 shares; 2025Q1: 3,097 shares; 2025Q2: 3,065 shares; 2025Q3: 3,067 shares; 2025Q4: 3,049 shares 3,049 $957K 0.12% -18 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,504 shares; 2024Q4: 13,545 shares; 2025Q1: 13,545 shares; 2025Q2: 13,656 shares; 2025Q3: 13,349 shares; 2025Q4: 12,992 shares 12,992 $928K 0.12% -357 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,198 shares; 2024Q4: 16,146 shares; 2025Q1: 16,127 shares; 2025Q2: 15,434 shares; 2025Q3: 12,678 shares; 2025Q4: 9,477 shares 9,477 $912K 0.12% -3,201 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 3,873 shares; 2025Q1: 3,850 shares; 2025Q2: 3,848 shares; 2025Q3: 3,782 shares; 2025Q4: 3,602 shares 3,602 $887K 0.11% -180 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,922 shares; 2024Q4: 63,840 shares; 2025Q1: 62,884 shares; 2025Q2: 62,634 shares; 2025Q3: 42,459 shares; 2025Q4: 32,400 shares 32,400 $858K 0.11% -10,059 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,486 shares; 2025Q2: 7,344 shares; 2025Q3: 23,768 shares; 2025Q4: 23,638 shares 23,638 $819K 0.11% -130 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 2,531 shares; 2025Q1: 2,577 shares; 2025Q2: 2,580 shares; 2025Q3: 2,642 shares; 2025Q4: 5,119 shares 5,119 $737K 0.1% +2,477 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 6,042 shares; 2025Q1: 6,042 shares; 2025Q2: 6,042 shares; 2025Q3: 6,042 shares; 2025Q4: 5,957 shares 5,957 $690K 0.09% -85 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares 1,007 $658K 0.08% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 3,064 shares; 2025Q1: 3,096 shares; 2025Q2: 3,115 shares; 2025Q3: 3,133 shares; 2025Q4: 3,075 shares 3,075 $636K 0.08% -58 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,306 shares; 2025Q3: 4,331 shares; 2025Q4: 4,359 shares 4,359 $626K 0.08% +28 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,432 shares; 2024Q4: 10,120 shares; 2025Q1: 9,737 shares; 2025Q2: 9,819 shares; 2025Q3: 7,750 shares; 2025Q4: 5,586 shares 5,586 $614K 0.08% -2,164 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,281 shares; 2024Q4: 16,520 shares; 2025Q1: 16,533 shares; 2025Q2: 16,402 shares; 2025Q3: 18,183 shares; 2025Q4: 18,594 shares 18,594 $607K 0.08% +411 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,566 shares; 2024Q4: 35,607 shares; 2025Q1: 34,071 shares; 2025Q2: 32,699 shares; 2025Q3: 18,372 shares; 2025Q4: 13,106 shares 13,106 $601K 0.08% -5,266 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 1,834 shares; 2025Q1: 1,782 shares; 2025Q2: 1,792 shares; 2025Q3: 1,818 shares; 2025Q4: 1,826 shares 1,826 $589K 0.08% +8 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,527 shares; 2024Q4: 29,527 shares; 2025Q1: 34,527 shares; 2025Q2: 33,327 shares; 2025Q3: 45,057 shares; 2025Q4: 50,057 shares 50,057 $582K 0.08% +5,000 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,169 shares; 2024Q4: 13,196 shares; 2025Q1: 13,222 shares; 2025Q2: 12,083 shares; 2025Q3: 12,112 shares; 2025Q4: 12,134 shares 12,134 $565K 0.07% +22 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,322 shares; 2024Q4: 4,914 shares; 2025Q1: 4,855 shares; 2025Q2: 4,891 shares; 2025Q3: 4,946 shares; 2025Q4: 4,935 shares 4,935 $561K 0.07% -11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,803 shares; 2025Q1: 1,807 shares; 2025Q2: 1,794 shares; 2025Q3: 1,950 shares; 2025Q4: 1,954 shares 1,954 $545K 0.07% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,869 shares; 2024Q4: 40,131 shares; 2025Q1: 12,157 shares; 2025Q2: 10,147 shares; 2025Q3: 8,498 shares; 2025Q4: 6,859 shares 6,859 $528K 0.07% -1,639 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,760 shares; 2024Q4: 12,665 shares; 2025Q1: 12,472 shares; 2025Q2: 12,599 shares; 2025Q3: 10,443 shares; 2025Q4: 9,891 shares 9,891 $523K 0.07% -552 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 6,574 shares; 2025Q1: 6,599 shares; 2025Q2: 6,628 shares; 2025Q3: 6,701 shares; 2025Q4: 6,725 shares 6,725 $518K 0.07% +24 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,512 shares; 2025Q1: 3,508 shares; 2025Q2: 3,720 shares; 2025Q3: 3,503 shares; 2025Q4: 3,326 shares 3,326 $516K 0.07% -177 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,703 shares; 2024Q4: 6,687 shares; 2025Q1: 6,708 shares; 2025Q2: 6,724 shares; 2025Q3: 6,125 shares; 2025Q4: 6,171 shares 6,171 $510K 0.07% +46 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,380 shares; 2025Q1: 1,432 shares; 2025Q2: 1,453 shares; 2025Q3: 1,453 shares; 2025Q4: 1,453 shares 1,453 $503K 0.06% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,283 shares; 2025Q1: 2,184 shares; 2025Q2: 2,234 shares; 2025Q3: 2,487 shares; 2025Q4: 2,458 shares 2,458 $479K 0.06% -29 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,401 shares; 2024Q4: 10,543 shares; 2025Q1: 10,335 shares; 2025Q2: 8,878 shares; 2025Q3: 8,365 shares; 2025Q4: 8,319 shares 8,319 $476K 0.06% -46 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,711 shares; 2024Q4: 20,988 shares; 2025Q1: 21,221 shares; 2025Q2: 21,032 shares; 2025Q3: 20,249 shares; 2025Q4: 20,511 shares 20,511 $464K 0.06% +262 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 980 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 975 shares; 2025Q4: 975 shares 975 $457K 0.06% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,672 shares; 2024Q4: 11,138 shares; 2025Q1: 10,802 shares; 2025Q2: 10,031 shares; 2025Q3: 7,549 shares; 2025Q4: 6,942 shares 6,942 $452K 0.06% -607 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,729 shares; 2025Q3: 2,460 shares; 2025Q4: 2,460 shares 2,460 $437K 0.06% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,246 shares; 2024Q4: 5,246 shares; 2025Q1: 5,401 shares; 2025Q2: 5,401 shares; 2025Q3: 5,446 shares; 2025Q4: 5,346 shares 5,346 $437K 0.06% -100 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,373 shares; 2025Q3: 5,608 shares; 2025Q4: 5,770 shares 5,770 $435K 0.06% +162 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 4,773 shares; 2025Q1: 4,794 shares; 2025Q2: 4,714 shares; 2025Q3: 4,090 shares; 2025Q4: 4,032 shares 4,032 $432K 0.06% -58 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,030 shares; 2025Q4: 4,911 shares 4,911 $411K 0.05% -119 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 2,114 shares; 2025Q1: 1,964 shares; 2025Q2: 1,964 shares; 2025Q3: 1,874 shares; 2025Q4: 1,884 shares 1,884 $409K 0.05% +10 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,057 shares; 2025Q3: 1,951 shares; 2025Q4: 1,951 shares 1,951 $403K 0.05% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,389 shares; 2024Q4: 14,310 shares; 2025Q1: 14,048 shares; 2025Q2: 13,753 shares; 2025Q3: 12,932 shares; 2025Q4: 8,313 shares 8,313 $402K 0.05% -4,619 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,928 shares; 2024Q4: 11,928 shares; 2025Q1: 11,928 shares; 2025Q2: 11,928 shares; 2025Q3: 11,999 shares; 2025Q4: 12,085 shares 12,085 $396K 0.05% +86 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,724 shares; 2024Q4: 13,211 shares; 2025Q1: 13,211 shares; 2025Q2: 13,211 shares; 2025Q3: 12,411 shares; 2025Q4: 12,411 shares 12,411 $379K 0.05% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,674 shares; 2024Q4: 5,737 shares; 2025Q1: 5,767 shares; 2025Q2: 5,817 shares; 2025Q3: 4,975 shares; 2025Q4: 3,932 shares 3,932 $378K 0.05% -1,043 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 1,931 shares; 2025Q1: 1,591 shares; 2025Q2: 1,606 shares; 2025Q3: 1,637 shares; 2025Q4: 1,648 shares 1,648 $377K 0.05% +11 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,023 shares; 2024Q4: 13,928 shares; 2025Q1: 13,929 shares; 2025Q2: 13,531 shares; 2025Q3: 13,548 shares; 2025Q4: 13,601 shares 13,601 $357K 0.05% +53 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 4,624 shares; 2025Q1: 4,021 shares; 2025Q2: 4,042 shares; 2025Q3: 4,063 shares; 2025Q4: 4,086 shares 4,086 $356K 0.05% +23 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,576 shares; 2024Q4: 10,259 shares; 2025Q1: 9,905 shares; 2025Q2: 9,447 shares; 2025Q3: 8,398 shares; 2025Q4: 7,675 shares 7,675 $356K 0.05% -723 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,859 shares; 2024Q4: 9,859 shares; 2025Q1: 9,859 shares; 2025Q2: 9,459 shares; 2025Q3: 9,228 shares; 2025Q4: 9,228 shares 9,228 $337K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,914 shares; 2025Q1: 9,914 shares; 2025Q2: 8,769 shares; 2025Q3: 8,769 shares; 2025Q4: 8,453 shares 8,453 $336K 0.04% -316 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 11,079 shares; 2025Q1: 10,855 shares; 2025Q2: 10,929 shares; 2025Q3: 10,923 shares; 2025Q4: 11,073 shares 11,073 $333K 0.04% +150 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,842 shares; 2024Q4: 9,625 shares; 2025Q1: 9,419 shares; 2025Q2: 9,428 shares; 2025Q3: 4,712 shares; 2025Q4: 4,108 shares 4,108 $331K 0.04% -604 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,809 shares; 2025Q1: 2,810 shares; 2025Q2: 2,811 shares; 2025Q3: 2,812 shares; 2025Q4: 2,813 shares 2,813 $310K 0.04% +1 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,259 shares; 2025Q1: not reported; 2025Q2: 3,598 shares; 2025Q3: 3,620 shares; 2025Q4: 3,621 shares 3,621 $308K 0.04% +1 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,701 shares; 2024Q4: 2,727 shares; 2025Q1: 2,743 shares; 2025Q2: 2,759 shares; 2025Q3: 2,597 shares; 2025Q4: 2,546 shares 2,546 $306K 0.04% -51 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 461 shares; 2025Q1: 484 shares; 2025Q2: 494 shares; 2025Q3: 498 shares; 2025Q4: 484 shares 484 $303K 0.04% -14 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,011 shares; 2024Q4: 6,738 shares; 2025Q1: 6,752 shares; 2025Q2: 6,774 shares; 2025Q3: 6,259 shares; 2025Q4: 5,997 shares 5,997 $302K 0.04% -262 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 3,821 shares; 2025Q1: 3,733 shares; 2025Q2: 3,585 shares; 2025Q3: 3,515 shares; 2025Q4: 7,061 shares 7,061 $301K 0.04% +3,546 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,355 shares; 2024Q4: 7,500 shares; 2025Q1: 7,532 shares; 2025Q2: 7,555 shares; 2025Q3: 7,650 shares; 2025Q4: 7,673 shares 7,673 $294K 0.04% +23 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 333 shares; 2025Q4: 334 shares 334 $293K 0.04% +1 Timeline FCVT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,830 shares; 2024Q4: 10,463 shares; 2025Q1: 10,314 shares; 2025Q2: 9,116 shares; 2025Q3: 8,862 shares; 2025Q4: 6,811 shares 6,811 $293K 0.04% -2,051 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 378 shares; 2025Q4: 388 shares 388 $293K 0.04% +10 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,174 shares; 2025Q1: 3,215 shares; 2025Q2: 3,244 shares; 2025Q3: 3,389 shares; 2025Q4: 3,447 shares 3,447 $292K 0.04% +58 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,266 shares; 2025Q1: 4,151 shares; 2025Q2: 4,158 shares; 2025Q3: 4,167 shares; 2025Q4: 4,175 shares 4,175 $291K 0.04% +8 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,946 shares; 2024Q4: 7,063 shares; 2025Q1: 7,260 shares; 2025Q2: 7,367 shares; 2025Q3: 7,265 shares; 2025Q4: 6,942 shares 6,942 $283K 0.04% -323 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 637 shares; 2025Q3: 638 shares; 2025Q4: 570 shares 570 $278K 0.04% -68 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,427 shares; 2025Q1: 3,427 shares; 2025Q2: 6,853 shares; 2025Q3: 6,853 shares; 2025Q4: 6,853 shares 6,853 $275K 0.04% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,567 shares; 2025Q1: 1,796 shares; 2025Q2: 2,442 shares; 2025Q3: 2,463 shares; 2025Q4: 1,865 shares 1,865 $273K 0.04% -598 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 794 shares; 2025Q1: 799 shares; 2025Q2: 804 shares; 2025Q3: 810 shares; 2025Q4: 815 shares 815 $267K 0.03% +5 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 925 shares 925 $264K 0.03% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,947 shares; 2025Q1: not reported; 2025Q2: 1,716 shares; 2025Q3: 1,716 shares; 2025Q4: 1,218 shares 1,218 $261K 0.03% -498 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 771 shares; 2025Q1: not reported; 2025Q2: 702 shares; 2025Q3: 703 shares; 2025Q4: 705 shares 705 $261K 0.03% +2 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,834 shares; 2025Q1: 1,836 shares; 2025Q2: 1,838 shares; 2025Q3: 1,840 shares; 2025Q4: 1,843 shares 1,843 $260K 0.03% +3 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 747 shares; 2025Q1: 748 shares; 2025Q2: 750 shares; 2025Q3: 751 shares; 2025Q4: 753 shares 753 $258K 0.03% +2 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,382 shares; 2025Q4: 1,386 shares 1,386 $254K 0.03% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 707 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 766 shares 766 $253K 0.03% +84 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,354 shares; 2025Q4: 2,431 shares 2,431 $252K 0.03% +77 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,372 shares; 2024Q4: 3,345 shares; 2025Q1: 3,346 shares; 2025Q2: 3,348 shares; 2025Q3: 3,349 shares; 2025Q4: 3,351 shares 3,351 $249K 0.03% +2 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,799 shares; 2025Q1: 1,807 shares; 2025Q2: 1,715 shares; 2025Q3: 1,722 shares; 2025Q4: 1,730 shares 1,730 $248K 0.03% +8 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,717 shares; 2025Q1: 1,641 shares; 2025Q2: 1,705 shares; 2025Q3: 1,728 shares; 2025Q4: 1,660 shares 1,660 $238K 0.03% -68 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,380 shares; 2025Q4: 4,639 shares 4,639 $230K 0.03% +259 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 3,170 shares; 2025Q1: 3,190 shares; 2025Q2: 3,212 shares; 2025Q3: 2,452 shares; 2025Q4: 2,281 shares 2,281 $228K 0.03% -171 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 468 shares 468 $222K 0.03% -4 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 846 shares 846 $217K 0.03% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 395 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 376 shares; 2025Q4: 376 shares 376 $214K 0.03% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares; 2025Q4: 544 shares 544 $211K 0.03% +1 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,888 shares 1,888 $210K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,225 shares; 2025Q4: 1,230 shares 1,230 $210K 0.03% +5 Timeline YALL TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,793 shares; 2025Q4: 4,816 shares 4,816 $208K 0.03% +23 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,092 shares; 2025Q3: not reported; 2025Q4: 2,971 shares 2,971 $207K 0.03% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,958 shares 1,958 $206K 0.03% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,279 shares 1,279 $206K 0.03% new Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,668 shares; 2024Q4: 5,648 shares; 2025Q1: 5,442 shares; 2025Q2: 5,232 shares; 2025Q3: 5,000 shares; 2025Q4: 4,825 shares 4,825 $203K 0.03% -175 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,535 shares; 2025Q1: 2,542 shares; 2025Q2: 2,546 shares; 2025Q3: 1,954 shares; 2025Q4: 1,957 shares 1,957 $201K 0.03% +3 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares 12,000 $97.3K 0.01% new Timeline CIK UBS ASSET MGMT INCOME FD INC More: the full row for UBS ASSET MGMT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,425 shares; 2024Q4: 11,425 shares; 2025Q1: 11,425 shares; 2025Q2: 11,425 shares; 2025Q3: 11,425 shares; 2025Q4: 11,425 shares 11,425 $32.3K <0.01% 0 Timeline