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: 23,127 shares; 2024Q4: 25,984 shares; 2025Q1: 27,789 shares; 2025Q2: 28,462 shares; 2025Q3: 57,686 shares; 2025Q4: 58,327 shares 58,327 $40M 5.8% +641 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: 210,349 shares; 2024Q4: 215,558 shares; 2025Q1: 203,615 shares; 2025Q2: 204,266 shares; 2025Q3: 206,091 shares; 2025Q4: 207,135 shares 207,135 $38.6M 5.61% +1,044 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: 62,500 shares; 2024Q4: 65,012 shares; 2025Q1: 68,021 shares; 2025Q2: 63,632 shares; 2025Q3: 78,813 shares; 2025Q4: 81,475 shares 81,475 $22.1M 3.22% +2,662 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,143 shares; 2024Q4: 66,306 shares; 2025Q1: 66,864 shares; 2025Q2: 66,840 shares; 2025Q3: 67,679 shares; 2025Q4: 69,407 shares 69,407 $21.8M 3.16% +1,728 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: 67,527 shares; 2024Q4: 69,108 shares; 2025Q1: 72,386 shares; 2025Q2: 73,216 shares; 2025Q3: 86,707 shares; 2025Q4: 88,667 shares 88,667 $20.5M 2.97% +1,960 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: 33,386 shares; 2024Q4: 34,946 shares; 2025Q1: 35,616 shares; 2025Q2: 35,535 shares; 2025Q3: 37,068 shares; 2025Q4: 39,627 shares 39,627 $19.2M 2.78% +2,559 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: 59,074 shares; 2024Q4: 60,608 shares; 2025Q1: 59,111 shares; 2025Q2: 59,209 shares; 2025Q3: 61,371 shares; 2025Q4: 126,329 shares 126,329 $18.2M 2.64% +64,958 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: 49,192 shares; 2024Q4: 50,611 shares; 2025Q1: 50,947 shares; 2025Q2: 50,297 shares; 2025Q3: 50,453 shares; 2025Q4: 51,163 shares 51,163 $16M 2.33% +710 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: 48,085 shares; 2024Q4: 60,957 shares; 2025Q1: 65,924 shares; 2025Q2: 68,254 shares; 2025Q3: 71,135 shares; 2025Q4: 72,745 shares 72,745 $16M 2.32% +1,610 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: 36,050 shares; 2024Q4: 48,878 shares; 2025Q1: 112,280 shares; 2025Q2: 114,948 shares; 2025Q3: 215,752 shares; 2025Q4: 222,853 shares 222,853 $14.7M 2.14% +7,101 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,004 shares; 2024Q4: 166,128 shares; 2025Q1: 169,265 shares; 2025Q2: 174,053 shares; 2025Q3: 178,858 shares; 2025Q4: 190,275 shares 190,275 $14.4M 2.09% +11,417 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: 10,879 shares; 2024Q4: 10,879 shares; 2025Q1: 261,651 shares; 2025Q2: 266,303 shares; 2025Q3: 276,722 shares; 2025Q4: 309,507 shares 309,507 $12.3M 1.78% +32,785 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: 5,007 shares; 2024Q4: 5,153 shares; 2025Q1: 5,097 shares; 2025Q2: 5,023 shares; 2025Q3: 5,102 shares; 2025Q4: 15,795 shares 15,795 $11.9M 1.73% +10,693 Timeline VONG 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: 67,886 shares; 2024Q4: 82,338 shares; 2025Q1: 87,306 shares; 2025Q2: 89,566 shares; 2025Q3: 90,405 shares; 2025Q4: 95,554 shares 95,554 $11.6M 1.69% +5,149 Timeline IEFA 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: 31,074 shares; 2024Q4: 35,567 shares; 2025Q1: 8,546 shares; 2025Q2: 13,553 shares; 2025Q3: 80,225 shares; 2025Q4: 111,963 shares 111,963 $10M 1.45% +31,738 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,111 shares; 2024Q4: 26,268 shares; 2025Q1: 23,964 shares; 2025Q2: 23,713 shares; 2025Q3: 23,863 shares; 2025Q4: 24,097 shares 24,097 $9.95M 1.44% +234 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: 156,413 shares; 2024Q4: 153,918 shares; 2025Q1: 144,429 shares; 2025Q2: 134,471 shares; 2025Q3: 129,165 shares; 2025Q4: 119,311 shares 119,311 $9.57M 1.39% -9,854 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,291 shares; 2024Q4: 105,549 shares; 2025Q1: 108,461 shares; 2025Q2: 95,571 shares; 2025Q3: 93,149 shares; 2025Q4: 89,660 shares 89,660 $9.57M 1.39% -3,489 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: 18,589 shares; 2024Q4: 19,727 shares; 2025Q1: 19,858 shares; 2025Q2: 20,565 shares; 2025Q3: 21,246 shares; 2025Q4: 23,095 shares 23,095 $7.99M 1.16% +1,849 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,933 shares; 2024Q4: 51,250 shares; 2025Q1: 99,575 shares; 2025Q2: 107,819 shares; 2025Q3: 137,338 shares; 2025Q4: 152,406 shares 152,406 $7.71M 1.12% +15,068 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: 12,593 shares; 2024Q4: 13,081 shares; 2025Q1: 13,955 shares; 2025Q2: 14,376 shares; 2025Q3: 13,967 shares; 2025Q4: 13,994 shares 13,994 $7.03M 1.02% +27 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: 2,334 shares; 2024Q4: 2,334 shares; 2025Q1: 20,702 shares; 2025Q2: 20,702 shares; 2025Q3: 20,622 shares; 2025Q4: 20,869 shares 20,869 $7M 1.02% +247 Timeline NEAR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,939 shares; 2025Q4: 131,651 shares 131,651 $6.73M 0.98% +5,712 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,266 shares; 2024Q4: 25,902 shares; 2025Q1: 26,679 shares; 2025Q2: 25,724 shares; 2025Q3: 23,518 shares; 2025Q4: 23,129 shares 23,129 $6.66M 0.97% -389 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: 27,622 shares; 2024Q4: 34,508 shares; 2025Q1: 42,870 shares; 2025Q2: 44,156 shares; 2025Q3: 49,578 shares; 2025Q4: 118,888 shares 118,888 $6.51M 0.95% +69,310 Timeline VCR 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: 17,403 shares; 2024Q4: 17,210 shares; 2025Q1: 16,605 shares; 2025Q2: 16,272 shares; 2025Q3: 16,248 shares; 2025Q4: 16,139 shares 16,139 $6.36M 0.92% -109 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,774 shares; 2024Q4: 68,233 shares; 2025Q1: 104,966 shares; 2025Q2: 117,166 shares; 2025Q3: 149,055 shares; 2025Q4: 164,333 shares 164,333 $6.26M 0.91% +15,278 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,724 shares; 2025Q1: 8,027 shares; 2025Q2: 8,143 shares; 2025Q3: 9,628 shares; 2025Q4: 9,971 shares 9,971 $6.25M 0.91% +343 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,761 shares; 2024Q4: 6,185 shares; 2025Q1: 6,805 shares; 2025Q2: 7,232 shares; 2025Q3: 7,429 shares; 2025Q4: 7,130 shares 7,130 $6.15M 0.89% -299 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,310 shares; 2024Q4: 58,742 shares; 2025Q1: 64,914 shares; 2025Q2: 69,915 shares; 2025Q3: 77,969 shares; 2025Q4: 75,372 shares 75,372 $6.12M 0.89% -2,597 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 10,576 shares; 2025Q1: 11,573 shares; 2025Q2: 11,952 shares; 2025Q3: 12,174 shares; 2025Q4: 14,992 shares 14,992 $5.94M 0.86% +2,818 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,900 shares; 2024Q4: 24,310 shares; 2025Q1: 25,482 shares; 2025Q2: 27,136 shares; 2025Q3: 27,948 shares; 2025Q4: 27,826 shares 27,826 $5.53M 0.8% -122 Timeline IQLT 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: 50,765 shares; 2025Q2: 79,524 shares; 2025Q3: 102,531 shares; 2025Q4: 116,325 shares 116,325 $5.29M 0.77% +13,794 Timeline USMV 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: 62,021 shares; 2024Q4: 62,141 shares; 2025Q1: 57,172 shares; 2025Q2: 56,764 shares; 2025Q3: 56,484 shares; 2025Q4: 55,131 shares 55,131 $5.19M 0.75% -1,353 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,921 shares; 2024Q4: 66,559 shares; 2025Q1: 66,376 shares; 2025Q2: 68,116 shares; 2025Q3: 136,049 shares; 2025Q4: 137,301 shares 137,301 $4.87M 0.71% +1,252 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: 6,930 shares; 2024Q4: 21,276 shares; 2025Q1: 30,889 shares; 2025Q2: 34,966 shares; 2025Q3: 37,043 shares; 2025Q4: 43,388 shares 43,388 $4.83M 0.7% +6,345 Timeline IJR 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: 4,243 shares; 2024Q4: 5,174 shares; 2025Q1: 5,446 shares; 2025Q2: 5,323 shares; 2025Q3: 31,018 shares; 2025Q4: 39,010 shares 39,010 $4.69M 0.68% +7,992 Timeline NOBL 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: 80,113 shares; 2024Q4: 79,762 shares; 2025Q1: 67,891 shares; 2025Q2: 54,224 shares; 2025Q3: 45,665 shares; 2025Q4: 44,452 shares 44,452 $4.63M 0.67% -1,213 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,878 shares; 2024Q4: 32,057 shares; 2025Q1: 33,054 shares; 2025Q2: 36,439 shares; 2025Q3: 100,221 shares; 2025Q4: 107,845 shares 107,845 $4.53M 0.66% +7,624 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: 13,449 shares; 2024Q4: 12,357 shares; 2025Q1: 11,700 shares; 2025Q2: 11,323 shares; 2025Q3: 9,879 shares; 2025Q4: 29,207 shares 29,207 $4.52M 0.66% +19,328 Timeline ITA 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: 17,449 shares; 2024Q4: 19,188 shares; 2025Q1: 18,218 shares; 2025Q2: 18,479 shares; 2025Q3: 19,455 shares; 2025Q4: 20,728 shares 20,728 $4.45M 0.65% +1,273 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,096 shares; 2024Q4: 6,531 shares; 2025Q1: 6,215 shares; 2025Q2: 6,143 shares; 2025Q3: 6,670 shares; 2025Q4: 7,209 shares 7,209 $4.43M 0.64% +539 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,131 shares; 2025Q1: 18,166 shares; 2025Q2: 19,770 shares; 2025Q3: 21,757 shares; 2025Q4: 23,843 shares 23,843 $4.41M 0.64% +2,086 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: not reported; 2024Q4: 45,817 shares; 2025Q1: 45,312 shares; 2025Q2: 46,012 shares; 2025Q3: 46,196 shares; 2025Q4: 47,355 shares 47,355 $4.13M 0.6% +1,159 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: 8,172 shares; 2024Q4: 11,715 shares; 2025Q1: 11,296 shares; 2025Q2: 11,297 shares; 2025Q3: 12,164 shares; 2025Q4: 25,705 shares 25,705 $3.99M 0.58% +13,541 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,703 shares; 2025Q2: 57,991 shares; 2025Q3: 133,777 shares; 2025Q4: 143,417 shares 143,417 $3.83M 0.56% +9,640 Timeline SMLF 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: 57,360 shares; 2024Q4: 57,418 shares; 2025Q1: 56,464 shares; 2025Q2: 53,175 shares; 2025Q3: 53,175 shares; 2025Q4: 50,942 shares 50,942 $3.81M 0.55% -2,233 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: 3,413 shares; 2024Q4: 3,762 shares; 2025Q1: 4,824 shares; 2025Q2: 4,747 shares; 2025Q3: 5,535 shares; 2025Q4: 5,549 shares 5,549 $3.78M 0.55% +14 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: 42,685 shares; 2024Q4: 132,265 shares; 2025Q1: 131,988 shares; 2025Q2: 128,388 shares; 2025Q3: 128,388 shares; 2025Q4: 125,303 shares 125,303 $3.77M 0.55% -3,085 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: 4,906 shares; 2024Q4: 7,093 shares; 2025Q1: 7,982 shares; 2025Q2: 8,107 shares; 2025Q3: 9,531 shares; 2025Q4: 11,253 shares 11,253 $3.63M 0.53% +1,722 Timeline SSO 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: 30,800 shares; 2024Q4: 30,800 shares; 2025Q1: 31,100 shares; 2025Q2: 31,800 shares; 2025Q3: 31,802 shares; 2025Q4: 61,607 shares 61,607 $3.57M 0.52% +29,805 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,573 shares; 2024Q4: 36,972 shares; 2025Q1: 34,469 shares; 2025Q2: 35,097 shares; 2025Q3: 33,722 shares; 2025Q4: 45,685 shares 45,685 $3.55M 0.52% +11,963 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: 1,208 shares; 2024Q4: 2,094 shares; 2025Q1: 4,014 shares; 2025Q2: 4,912 shares; 2025Q3: 7,490 shares; 2025Q4: 9,628 shares 9,628 $3.47M 0.5% +2,138 Timeline IEMG ISHARES INC More: the full row for ISHARES 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: 3,717 shares; 2025Q3: 39,332 shares; 2025Q4: 50,814 shares 50,814 $3.42M 0.5% +11,482 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,560 shares; 2024Q4: 26,494 shares; 2025Q1: 27,214 shares; 2025Q2: 30,928 shares; 2025Q3: 38,258 shares; 2025Q4: 43,941 shares 43,941 $3.38M 0.49% +5,683 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,961 shares; 2024Q4: 91,467 shares; 2025Q1: 93,413 shares; 2025Q2: 101,406 shares; 2025Q3: 107,685 shares; 2025Q4: 120,352 shares 120,352 $3.32M 0.48% +12,667 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,642 shares; 2024Q4: 15,642 shares; 2025Q1: 17,184 shares; 2025Q2: 21,837 shares; 2025Q3: 21,860 shares; 2025Q4: 21,880 shares 21,880 $3.25M 0.47% +20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 3,057 shares; 2025Q1: 3,057 shares; 2025Q2: 3,055 shares; 2025Q3: 3,139 shares; 2025Q4: 27,029 shares 27,029 $3.23M 0.47% +23,890 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,360 shares; 2025Q1: 24,862 shares; 2025Q2: 25,304 shares; 2025Q3: 25,530 shares; 2025Q4: 26,365 shares 26,365 $3.09M 0.45% +835 Timeline IHI 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: 59,731 shares; 2024Q4: 59,426 shares; 2025Q1: 53,518 shares; 2025Q2: 52,936 shares; 2025Q3: 50,658 shares; 2025Q4: 49,361 shares 49,361 $3.07M 0.45% -1,297 Timeline BUFD 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: 104,894 shares; 2024Q4: 104,894 shares; 2025Q1: 108,989 shares; 2025Q2: 107,588 shares; 2025Q3: 107,588 shares; 2025Q4: 106,502 shares 106,502 $3.01M 0.44% -1,086 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: 22,060 shares; 2024Q4: 22,192 shares; 2025Q1: 21,859 shares; 2025Q2: 26,177 shares; 2025Q3: 34,545 shares; 2025Q4: 40,926 shares 40,926 $2.92M 0.42% +6,381 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,338 shares; 2025Q3: 39,538 shares; 2025Q4: 41,168 shares 41,168 $2.86M 0.42% +1,630 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,309 shares; 2025Q1: 1,406 shares; 2025Q2: 1,387 shares; 2025Q3: 1,579 shares; 2025Q4: 4,734 shares 4,734 $2.71M 0.39% +3,155 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: 11,420 shares; 2024Q4: 11,545 shares; 2025Q1: 10,776 shares; 2025Q2: 10,376 shares; 2025Q3: 9,279 shares; 2025Q4: 26,467 shares 26,467 $2.64M 0.38% +17,188 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,284 shares; 2024Q4: 46,564 shares; 2025Q1: 46,719 shares; 2025Q2: 45,573 shares; 2025Q3: 43,321 shares; 2025Q4: 41,575 shares 41,575 $2.5M 0.36% -1,746 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,114 shares 21,114 $2.49M 0.36% new 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: 12,188 shares; 2024Q4: 30,579 shares; 2025Q1: 30,058 shares; 2025Q2: 21,166 shares; 2025Q3: 20,436 shares; 2025Q4: 22,687 shares 22,687 $2.43M 0.35% +2,251 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,516 shares; 2024Q4: 24,767 shares; 2025Q1: 26,929 shares; 2025Q2: 28,329 shares; 2025Q3: 29,779 shares; 2025Q4: 30,025 shares 30,025 $2.41M 0.35% +246 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,925 shares; 2025Q2: 15,716 shares; 2025Q3: 15,772 shares; 2025Q4: 11,135 shares 11,135 $2.33M 0.34% -4,637 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,479 shares; 2025Q1: 2,203 shares; 2025Q2: 2,366 shares; 2025Q3: 2,801 shares; 2025Q4: 3,324 shares 3,324 $2.19M 0.32% +523 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,331 shares; 2024Q4: 10,351 shares; 2025Q1: 9,434 shares; 2025Q2: 9,534 shares; 2025Q3: 10,703 shares; 2025Q4: 10,944 shares 10,944 $2.19M 0.32% +241 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: 1,503 shares; 2024Q4: 1,577 shares; 2025Q1: 1,614 shares; 2025Q2: 1,617 shares; 2025Q3: 1,756 shares; 2025Q4: 2,032 shares 2,032 $2.18M 0.32% +276 Timeline USRT 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: 21,116 shares; 2025Q2: 23,922 shares; 2025Q3: 31,756 shares; 2025Q4: 38,035 shares 38,035 $2.17M 0.31% +6,279 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,706 shares; 2024Q4: 11,713 shares; 2025Q1: 11,030 shares; 2025Q2: 11,081 shares; 2025Q3: 11,082 shares; 2025Q4: 10,253 shares 10,253 $2.17M 0.31% -829 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,763 shares; 2025Q1: 18,569 shares; 2025Q2: 18,995 shares; 2025Q3: 19,131 shares; 2025Q4: 20,409 shares 20,409 $2.15M 0.31% +1,278 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,081 shares; 2024Q4: 13,617 shares; 2025Q1: 14,092 shares; 2025Q2: 15,845 shares; 2025Q3: 17,344 shares; 2025Q4: 20,707 shares 20,707 $2.11M 0.31% +3,363 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,411 shares; 2025Q3: 50,378 shares; 2025Q4: 52,882 shares 52,882 $2.07M 0.3% +2,504 Timeline IUSV 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: 3,574 shares; 2025Q1: 7,094 shares; 2025Q2: 10,866 shares; 2025Q3: 15,244 shares; 2025Q4: 20,066 shares 20,066 $2.06M 0.3% +4,822 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,651 shares 42,651 $1.98M 0.29% new Timeline VIS 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: 6,813 shares; 2024Q4: 6,838 shares; 2025Q1: 6,450 shares; 2025Q2: 6,376 shares; 2025Q3: 6,378 shares; 2025Q4: 6,561 shares 6,561 $1.96M 0.28% +183 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,309 shares; 2025Q1: 15,049 shares; 2025Q2: 15,471 shares; 2025Q3: 15,646 shares; 2025Q4: 16,815 shares 16,815 $1.94M 0.28% +1,169 Timeline XSMO 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: 14,557 shares; 2024Q4: 16,917 shares; 2025Q1: 17,948 shares; 2025Q2: 20,534 shares; 2025Q3: 22,016 shares; 2025Q4: 26,609 shares 26,609 $1.92M 0.28% +4,593 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 27,651 shares; 2025Q4: 52,013 shares 52,013 $1.88M 0.27% +24,362 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: not reported; 2024Q4: not reported; 2025Q1: 35,741 shares; 2025Q2: 37,170 shares; 2025Q3: 43,971 shares; 2025Q4: 54,850 shares 54,850 $1.8M 0.26% +10,879 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: 22,109 shares; 2025Q2: 22,121 shares; 2025Q3: 22,768 shares; 2025Q4: 23,011 shares 23,011 $1.74M 0.25% +243 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,964 shares; 2024Q4: 42,241 shares; 2025Q1: 39,051 shares; 2025Q2: 38,151 shares; 2025Q3: 38,151 shares; 2025Q4: 37,615 shares 37,615 $1.73M 0.25% -536 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,158 shares; 2024Q4: 40,158 shares; 2025Q1: 50,804 shares; 2025Q2: 49,985 shares; 2025Q3: 48,785 shares; 2025Q4: 49,585 shares 49,585 $1.7M 0.25% +800 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,380 shares; 2024Q4: 34,630 shares; 2025Q1: 34,130 shares; 2025Q2: 33,930 shares; 2025Q3: 32,940 shares; 2025Q4: 29,415 shares 29,415 $1.7M 0.25% -3,525 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,852 shares; 2024Q4: 94,783 shares; 2025Q1: 102,914 shares; 2025Q2: 104,146 shares; 2025Q3: 104,678 shares; 2025Q4: 102,111 shares 102,111 $1.68M 0.24% -2,567 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,049 shares; 2024Q4: 11,409 shares; 2025Q1: 11,032 shares; 2025Q2: 11,101 shares; 2025Q3: 10,530 shares; 2025Q4: 36,662 shares 36,662 $1.64M 0.24% +26,132 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: 10,061 shares; 2024Q4: 14,523 shares; 2025Q1: 13,294 shares; 2025Q2: 13,257 shares; 2025Q3: 12,976 shares; 2025Q4: 13,523 shares 13,523 $1.63M 0.24% +547 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,505 shares; 2024Q4: 28,224 shares; 2025Q1: 29,417 shares; 2025Q2: 28,309 shares; 2025Q3: 28,099 shares; 2025Q4: 27,419 shares 27,419 $1.56M 0.23% -680 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: not reported; 2024Q4: 14,645 shares; 2025Q1: 15,388 shares; 2025Q2: 14,857 shares; 2025Q3: 14,383 shares; 2025Q4: 18,264 shares 18,264 $1.53M 0.22% +3,881 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,596 shares; 2024Q4: 10,623 shares; 2025Q1: 10,071 shares; 2025Q2: 10,864 shares; 2025Q3: 11,566 shares; 2025Q4: 11,579 shares 11,579 $1.51M 0.22% +13 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 903 shares; 2025Q1: 928 shares; 2025Q2: 932 shares; 2025Q3: 936 shares; 2025Q4: 3,163 shares 3,163 $1.47M 0.21% +2,227 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: 6,518 shares; 2024Q4: 6,521 shares; 2025Q1: 6,673 shares; 2025Q2: 6,673 shares; 2025Q3: 7,378 shares; 2025Q4: 7,896 shares 7,896 $1.45M 0.21% +518 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: not reported; 2024Q4: not reported; 2025Q1: 41,362 shares; 2025Q2: 18,652 shares; 2025Q3: 18,652 shares; 2025Q4: 18,806 shares 18,806 $1.39M 0.2% +154 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: not reported; 2024Q4: not reported; 2025Q1: 19,585 shares; 2025Q2: 19,585 shares; 2025Q3: 19,585 shares; 2025Q4: 19,663 shares 19,663 $1.37M 0.2% +78 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,759 shares; 2025Q2: 38,856 shares; 2025Q3: 39,669 shares; 2025Q4: 39,669 shares 39,669 $1.37M 0.2% 0 Timeline SPTI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,148 shares 47,148 $1.36M 0.2% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,759 shares; 2025Q1: 6,457 shares; 2025Q2: 6,551 shares; 2025Q3: 6,579 shares; 2025Q4: 6,376 shares 6,376 $1.31M 0.19% -203 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: 5,432 shares; 2024Q4: 5,404 shares; 2025Q1: 5,826 shares; 2025Q2: 5,830 shares; 2025Q3: 5,945 shares; 2025Q4: 6,170 shares 6,170 $1.3M 0.19% +225 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,440 shares; 2024Q4: 19,686 shares; 2025Q1: 18,182 shares; 2025Q2: 17,560 shares; 2025Q3: 17,564 shares; 2025Q4: 16,677 shares 16,677 $1.25M 0.18% -887 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: 1,669 shares; 2024Q4: 1,804 shares; 2025Q1: 2,264 shares; 2025Q2: 2,468 shares; 2025Q3: 2,589 shares; 2025Q4: 2,642 shares 2,642 $1.25M 0.18% +53 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,217 shares 47,217 $1.25M 0.18% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,618 shares; 2025Q1: 2,772 shares; 2025Q2: 2,809 shares; 2025Q3: 2,781 shares; 2025Q4: 2,779 shares 2,779 $1.24M 0.18% -2 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 5,720 shares; 2025Q2: 24,535 shares; 2025Q3: 31,715 shares; 2025Q4: 30,646 shares 30,646 $1.21M 0.18% -1,069 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,100 shares 32,100 $1.19M 0.17% new Timeline BANK OF AMER CORP 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,622 shares; 2025Q1: 1,622 shares; 2025Q2: 1,534 shares; 2025Q3: 1,220 shares; 2025Q4: 921 shares 921 $1.15M 0.17% -299 XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,147 shares; 2024Q4: 4,117 shares; 2025Q1: 5,934 shares; 2025Q2: 6,134 shares; 2025Q3: 6,269 shares; 2025Q4: 25,855 shares 25,855 $1.1M 0.16% +19,586 Timeline JMUB 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: 6,148 shares; 2024Q4: 5,986 shares; 2025Q1: 5,951 shares; 2025Q2: 10,087 shares; 2025Q3: 19,552 shares; 2025Q4: 21,212 shares 21,212 $1.07M 0.16% +1,660 Timeline FXH 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: 13,070 shares; 2024Q4: 12,175 shares; 2025Q1: 11,140 shares; 2025Q2: 10,895 shares; 2025Q3: 9,553 shares; 2025Q4: 9,293 shares 9,293 $1.06M 0.15% -260 Timeline IGV 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: 8,830 shares; 2024Q4: 9,050 shares; 2025Q1: 9,825 shares; 2025Q2: 9,830 shares; 2025Q3: 9,780 shares; 2025Q4: 9,780 shares 9,780 $1.03M 0.15% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,958 shares; 2024Q4: 10,708 shares; 2025Q1: 19,494 shares; 2025Q2: 19,454 shares; 2025Q3: 19,329 shares; 2025Q4: 17,823 shares 17,823 $1.03M 0.15% -1,506 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: 7,623 shares; 2024Q4: 7,713 shares; 2025Q1: 7,263 shares; 2025Q2: 7,263 shares; 2025Q3: 6,961 shares; 2025Q4: 7,310 shares 7,310 $1.03M 0.15% +349 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,495 shares; 2025Q2: 5,155 shares; 2025Q3: 5,855 shares; 2025Q4: 5,873 shares 5,873 $1.03M 0.15% +18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,724 shares; 2025Q3: 21,724 shares; 2025Q4: 21,724 shares 21,724 $1.02M 0.15% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,615 shares; 2025Q1: 1,947 shares; 2025Q2: 1,947 shares; 2025Q3: 3,040 shares; 2025Q4: 3,620 shares 3,620 $1.01M 0.15% +580 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: 4,779 shares; 2024Q4: 4,739 shares; 2025Q1: 4,739 shares; 2025Q2: 4,669 shares; 2025Q3: 6,951 shares; 2025Q4: 8,162 shares 8,162 $1.01M 0.15% +1,211 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: 1,051 shares; 2024Q4: 1,458 shares; 2025Q1: 1,612 shares; 2025Q2: 1,702 shares; 2025Q3: 1,738 shares; 2025Q4: 2,190 shares 2,190 $985K 0.14% +452 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: 1,982 shares; 2024Q4: 1,987 shares; 2025Q1: 2,128 shares; 2025Q2: 1,961 shares; 2025Q3: 2,001 shares; 2025Q4: 1,997 shares 1,997 $974K 0.14% -4 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: 6,630 shares; 2024Q4: 6,641 shares; 2025Q1: 6,756 shares; 2025Q2: 6,766 shares; 2025Q3: 6,765 shares; 2025Q4: 6,776 shares 6,776 $972K 0.14% +11 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 3,963 shares; 2025Q1: 4,119 shares; 2025Q2: 4,037 shares; 2025Q3: 5,352 shares; 2025Q4: 4,928 shares 4,928 $941K 0.14% -424 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,233 shares; 2025Q1: 84,833 shares; 2025Q2: 80,463 shares; 2025Q3: 64,788 shares; 2025Q4: 46,963 shares 46,963 $888K 0.13% -17,825 Timeline IAGG 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: 10,768 shares; 2024Q4: 12,235 shares; 2025Q1: 11,902 shares; 2025Q2: 12,015 shares; 2025Q3: 15,271 shares; 2025Q4: 17,695 shares 17,695 $885K 0.13% +2,424 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 2,081 shares; 2025Q1: 2,452 shares; 2025Q2: 2,404 shares; 2025Q3: 2,940 shares; 2025Q4: 4,169 shares 4,169 $863K 0.13% +1,229 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,574 shares; 2025Q2: 3,610 shares; 2025Q3: 4,159 shares; 2025Q4: 5,107 shares 5,107 $858K 0.12% +948 Timeline XNTK 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: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 2,490 shares; 2025Q2: 2,600 shares; 2025Q3: 2,635 shares; 2025Q4: 3,080 shares 3,080 $856K 0.12% +445 Timeline OMFL 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,967 shares; 2024Q4: 19,567 shares; 2025Q1: 18,347 shares; 2025Q2: 16,247 shares; 2025Q3: 15,323 shares; 2025Q4: 13,903 shares 13,903 $850K 0.12% -1,420 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: not reported; 2024Q4: not reported; 2025Q1: 5,475 shares; 2025Q2: 8,485 shares; 2025Q3: 10,805 shares; 2025Q4: 14,797 shares 14,797 $847K 0.12% +3,992 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: not reported; 2024Q4: 1,165 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,043 shares; 2025Q4: 3,874 shares 3,874 $841K 0.12% +2,831 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,456 shares; 2025Q4: 14,208 shares 14,208 $834K 0.12% +6,752 Timeline HDV 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: 7,890 shares; 2024Q4: 7,810 shares; 2025Q1: 7,310 shares; 2025Q2: 7,270 shares; 2025Q3: 6,860 shares; 2025Q4: 6,810 shares 6,810 $828K 0.12% -50 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,107 shares; 2025Q1: 1,101 shares; 2025Q2: 1,011 shares; 2025Q3: 870 shares; 2025Q4: 677 shares 677 $820K 0.12% -193 VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,563 shares; 2025Q2: 2,563 shares; 2025Q3: 2,563 shares; 2025Q4: 2,563 shares 2,563 $807K 0.12% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,321 shares; 2024Q4: 6,614 shares; 2025Q1: 7,732 shares; 2025Q2: 6,792 shares; 2025Q3: 12,536 shares; 2025Q4: 12,897 shares 12,897 $806K 0.12% +361 Timeline SOXX 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: 2,484 shares; 2024Q4: 2,485 shares; 2025Q1: 2,590 shares; 2025Q2: 2,591 shares; 2025Q3: 2,608 shares; 2025Q4: 2,609 shares 2,609 $786K 0.11% +1 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,582 shares; 2025Q4: 2,684 shares 2,684 $779K 0.11% +102 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 21,166 shares; 2025Q1: 21,166 shares; 2025Q2: 21,166 shares; 2025Q3: 24,166 shares; 2025Q4: 24,261 shares 24,261 $778K 0.11% +95 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: 13,700 shares; 2024Q4: 13,400 shares; 2025Q1: 18,410 shares; 2025Q2: 19,160 shares; 2025Q3: 19,585 shares; 2025Q4: 20,104 shares 20,104 $768K 0.11% +519 Timeline HYDB 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: 9,918 shares; 2025Q3: 14,690 shares; 2025Q4: 16,032 shares 16,032 $759K 0.11% +1,342 Timeline QUS 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: 2,180 shares; 2024Q4: 3,820 shares; 2025Q1: 3,885 shares; 2025Q2: 4,000 shares; 2025Q3: 4,200 shares; 2025Q4: 4,350 shares 4,350 $758K 0.11% +150 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,281 shares 16,281 $750K 0.11% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,638 shares; 2025Q1: 3,638 shares; 2025Q2: 3,638 shares; 2025Q3: 5,556 shares; 2025Q4: 5,561 shares 5,561 $736K 0.11% +5 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 5,782 shares; 2025Q4: 14,709 shares 14,709 $734K 0.11% +8,927 Timeline NUAG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,662 shares; 2024Q4: 49,781 shares; 2025Q1: 46,642 shares; 2025Q2: 42,163 shares; 2025Q3: 40,598 shares; 2025Q4: 34,329 shares 34,329 $727K 0.11% -6,269 Timeline IVE 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: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 2,148 shares; 2025Q4: 3,248 shares 3,248 $689K 0.1% +1,100 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 956 shares; 2025Q1: 1,147 shares; 2025Q2: 1,115 shares; 2025Q3: 1,171 shares; 2025Q4: 1,888 shares 1,888 $650K 0.09% +717 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: 4,179 shares; 2024Q4: 5,112 shares; 2025Q1: 5,498 shares; 2025Q2: 5,885 shares; 2025Q3: 6,826 shares; 2025Q4: 8,268 shares 8,268 $637K 0.09% +1,442 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 26,885 shares 26,885 $636K 0.09% new Timeline ROBT 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: 8,974 shares; 2024Q4: 8,986 shares; 2025Q1: 8,765 shares; 2025Q2: 10,986 shares; 2025Q3: 11,597 shares; 2025Q4: 12,082 shares 12,082 $627K 0.09% +485 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,816 shares; 2025Q1: 2,820 shares; 2025Q2: 2,883 shares; 2025Q3: 3,166 shares; 2025Q4: 4,075 shares 4,075 $621K 0.09% +909 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: not reported; 2024Q4: 1,225 shares; 2025Q1: 1,285 shares; 2025Q2: 1,303 shares; 2025Q3: 1,559 shares; 2025Q4: 1,676 shares 1,676 $620K 0.09% +117 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 6,687 shares; 2025Q4: 6,888 shares 6,888 $620K 0.09% +201 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares; 2025Q4: 10,145 shares 10,145 $617K 0.09% +5,645 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,872 shares 11,872 $615K 0.09% new 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: not reported; 2024Q4: 4,457 shares; 2025Q1: 6,689 shares; 2025Q2: 6,717 shares; 2025Q3: 6,868 shares; 2025Q4: 6,890 shares 6,890 $610K 0.09% +22 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,566 shares 14,566 $606K 0.09% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,192 shares; 2025Q1: 1,270 shares; 2025Q2: 1,378 shares; 2025Q3: 1,475 shares; 2025Q4: 1,720 shares 1,720 $603K 0.09% +245 Timeline MGC 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: 2,314 shares; 2024Q4: 2,349 shares; 2025Q1: 2,349 shares; 2025Q2: 2,349 shares; 2025Q3: 2,314 shares; 2025Q4: 2,314 shares 2,314 $581K 0.08% 0 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: 3,563 shares; 2024Q4: 5,937 shares; 2025Q1: 5,999 shares; 2025Q2: 6,086 shares; 2025Q3: 6,140 shares; 2025Q4: 5,063 shares 5,063 $576K 0.08% -1,077 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 3,205 shares; 2025Q1: 3,205 shares; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares; 2025Q4: 3,206 shares 3,206 $571K 0.08% 0 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: 2,674 shares; 2024Q4: 2,724 shares; 2025Q1: 2,724 shares; 2025Q2: 2,724 shares; 2025Q3: 2,523 shares; 2025Q4: 2,673 shares 2,673 $566K 0.08% +150 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,637 shares 8,637 $566K 0.08% new Timeline RPV 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: 5,459 shares; 2024Q4: 5,461 shares; 2025Q1: 5,464 shares; 2025Q2: 5,467 shares; 2025Q3: 5,470 shares; 2025Q4: 5,472 shares 5,472 $566K 0.08% +2 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: 4,061 shares; 2024Q4: 3,256 shares; 2025Q1: 1,954 shares; 2025Q2: 2,071 shares; 2025Q3: 2,268 shares; 2025Q4: 2,616 shares 2,616 $560K 0.08% +348 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 1,865 shares; 2025Q2: 3,890 shares; 2025Q3: 4,285 shares; 2025Q4: 4,285 shares 4,285 $559K 0.08% 0 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: 1,038 shares; 2024Q4: not reported; 2025Q1: 1,321 shares; 2025Q2: 1,267 shares; 2025Q3: 1,482 shares; 2025Q4: 2,385 shares 2,385 $545K 0.08% +903 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares 160 $543K 0.08% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 926 shares; 2025Q1: 979 shares; 2025Q2: 986 shares; 2025Q3: 1,049 shares; 2025Q4: 1,797 shares 1,797 $532K 0.08% +748 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 6,964 shares; 2025Q1: 7,424 shares; 2025Q2: 7,354 shares; 2025Q3: 7,664 shares; 2025Q4: 7,664 shares 7,664 $532K 0.08% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,713 shares 5,713 $532K 0.08% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 6,192 shares; 2025Q1: 6,197 shares; 2025Q2: 5,897 shares; 2025Q3: 5,896 shares; 2025Q4: 5,871 shares 5,871 $525K 0.08% -25 Timeline SPHD 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: 6,824 shares; 2024Q4: 10,274 shares; 2025Q1: 9,389 shares; 2025Q2: 9,249 shares; 2025Q3: 9,249 shares; 2025Q4: 10,577 shares 10,577 $508K 0.07% +1,328 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 817 shares; 2025Q1: 817 shares; 2025Q2: 829 shares; 2025Q3: 838 shares; 2025Q4: 838 shares 838 $506K 0.07% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,246 shares; 2025Q1: 1,260 shares; 2025Q2: 1,360 shares; 2025Q3: 1,364 shares; 2025Q4: 1,380 shares 1,380 $488K 0.07% +16 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,179 shares; 2024Q4: 3,179 shares; 2025Q1: 3,715 shares; 2025Q2: 3,715 shares; 2025Q3: 3,715 shares; 2025Q4: 3,755 shares 3,755 $484K 0.07% +40 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 4,180 shares; 2025Q1: 4,180 shares; 2025Q2: 4,006 shares; 2025Q3: 4,008 shares; 2025Q4: 4,009 shares 4,009 $476K 0.07% +1 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: 2,055 shares; 2024Q4: 2,759 shares; 2025Q1: 3,068 shares; 2025Q2: 3,097 shares; 2025Q3: 3,738 shares; 2025Q4: 4,462 shares 4,462 $470K 0.07% +724 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,324 shares; 2025Q1: 2,450 shares; 2025Q2: 2,334 shares; 2025Q3: 2,501 shares; 2025Q4: 2,450 shares 2,450 $469K 0.07% -51 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: 544 shares; 2024Q4: 769 shares; 2025Q1: 784 shares; 2025Q2: 789 shares; 2025Q3: 824 shares; 2025Q4: 806 shares 806 $460K 0.07% -18 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,218 shares; 2025Q1: 1,297 shares; 2025Q2: 1,301 shares; 2025Q3: 1,415 shares; 2025Q4: 1,504 shares 1,504 $460K 0.07% +89 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 11,070 shares; 2025Q4: 13,210 shares 13,210 $454K 0.07% +2,140 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,732 shares; 2024Q4: 7,927 shares; 2025Q1: 9,244 shares; 2025Q2: 4,471 shares; 2025Q3: 4,585 shares; 2025Q4: 4,590 shares 4,590 $446K 0.06% +5 Timeline FXZ 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: 9,461 shares; 2024Q4: 8,736 shares; 2025Q1: 8,095 shares; 2025Q2: 6,832 shares; 2025Q3: 6,841 shares; 2025Q4: 6,852 shares 6,852 $444K 0.06% +11 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: 449 shares; 2024Q4: not reported; 2025Q1: 488 shares; 2025Q2: not reported; 2025Q3: 1,247 shares; 2025Q4: 1,332 shares 1,332 $440K 0.06% +85 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,604 shares; 2024Q4: 17,391 shares; 2025Q1: 15,370 shares; 2025Q2: 16,263 shares; 2025Q3: 19,346 shares; 2025Q4: 17,267 shares 17,267 $429K 0.06% -2,079 Timeline VFH 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: 2,092 shares; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 2,312 shares; 2025Q3: 2,625 shares; 2025Q4: 3,180 shares 3,180 $424K 0.06% +555 Timeline SNSR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,552 shares; 2024Q4: 14,792 shares; 2025Q1: 13,858 shares; 2025Q2: 13,554 shares; 2025Q3: 11,670 shares; 2025Q4: 11,428 shares 11,428 $422K 0.06% -242 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 6,267 shares; 2025Q1: 6,199 shares; 2025Q2: 6,207 shares; 2025Q3: 6,190 shares; 2025Q4: 5,848 shares 5,848 $418K 0.06% -342 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 12,482 shares 12,482 $412K 0.06% new Timeline TDV 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: 4,894 shares; 2024Q4: 4,894 shares; 2025Q1: 4,894 shares; 2025Q2: 4,741 shares; 2025Q3: 4,741 shares; 2025Q4: 4,741 shares 4,741 $410K 0.06% 0 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: 896 shares; 2024Q4: 944 shares; 2025Q1: 995 shares; 2025Q2: 986 shares; 2025Q3: 1,068 shares; 2025Q4: 1,228 shares 1,228 $402K 0.06% +160 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,545 shares; 2025Q3: 2,205 shares; 2025Q4: 2,445 shares 2,445 $395K 0.06% +240 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,583 shares; 2025Q4: 1,588 shares 1,588 $391K 0.06% +5 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,672 shares; 2025Q1: 4,717 shares; 2025Q2: 4,764 shares; 2025Q3: 4,808 shares; 2025Q4: 5,378 shares 5,378 $390K 0.06% +570 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,527 shares 14,527 $381K 0.06% new Timeline QQEW 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: 2,630 shares; 2024Q4: 2,630 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares 2,630 $374K 0.05% 0 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: not reported; 2025Q3: 327 shares; 2025Q4: 425 shares 425 $373K 0.05% +98 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,188 shares; 2025Q1: not reported; 2025Q2: 3,309 shares; 2025Q3: 2,403 shares; 2025Q4: 2,755 shares 2,755 $361K 0.05% +352 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,715 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 3,065 shares; 2025Q4: 3,065 shares 3,065 $351K 0.05% 0 Timeline SDY 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: 3,270 shares; 2024Q4: 2,951 shares; 2025Q1: 2,681 shares; 2025Q2: 2,682 shares; 2025Q3: 2,665 shares; 2025Q4: 2,511 shares 2,511 $349K 0.05% -154 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX 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: 2,816 shares; 2025Q3: 2,798 shares; 2025Q4: 3,065 shares 3,065 $344K 0.05% +267 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,370 shares; 2025Q3: 6,110 shares; 2025Q4: 6,186 shares 6,186 $333K 0.05% +76 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,553 shares; 2024Q4: 6,553 shares; 2025Q1: 6,836 shares; 2025Q2: 6,821 shares; 2025Q3: 5,258 shares; 2025Q4: 4,408 shares 4,408 $327K 0.05% -850 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: 351 shares; 2025Q4: 3,481 shares 3,481 $326K 0.05% +3,130 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: not reported; 2024Q4: not reported; 2025Q1: 2,969 shares; 2025Q2: 2,989 shares; 2025Q3: 3,739 shares; 2025Q4: 4,667 shares 4,667 $326K 0.05% +928 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: 1,380 shares; 2024Q4: 1,493 shares; 2025Q1: 1,570 shares; 2025Q2: 1,609 shares; 2025Q3: 1,605 shares; 2025Q4: 1,670 shares 1,670 $326K 0.05% +65 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 493 shares 493 $322K 0.05% new Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,855 shares 9,855 $321K 0.05% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 300 shares 300 $321K 0.05% new 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: 1,764 shares; 2024Q4: 1,817 shares; 2025Q1: 2,018 shares; 2025Q2: 2,015 shares; 2025Q3: 2,670 shares; 2025Q4: 2,220 shares 2,220 $318K 0.05% -450 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,876 shares; 2024Q4: 4,910 shares; 2025Q1: 4,910 shares; 2025Q2: 4,964 shares; 2025Q3: 4,964 shares; 2025Q4: 4,910 shares 4,910 $316K 0.05% -54 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,102 shares; 2025Q2: 6,974 shares; 2025Q3: 7,048 shares; 2025Q4: 7,038 shares 7,038 $313K 0.05% -10 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,220 shares; 2025Q1: 2,280 shares; 2025Q2: 1,709 shares; 2025Q3: 1,684 shares; 2025Q4: 1,179 shares 1,179 $312K 0.05% -505 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 2,557 shares; 2025Q4: 3,215 shares 3,215 $309K 0.04% +658 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,599 shares; 2025Q1: 1,652 shares; 2025Q2: 1,668 shares; 2025Q3: 1,665 shares; 2025Q4: 1,576 shares 1,576 $308K 0.04% -89 Timeline PDP 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: 2,432 shares; 2024Q4: 2,432 shares; 2025Q1: 2,716 shares; 2025Q2: 2,716 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares 2,632 $306K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 463 shares; 2025Q1: 482 shares; 2025Q2: 439 shares; 2025Q3: 453 shares; 2025Q4: 624 shares 624 $302K 0.04% +171 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: not reported; 2024Q4: not reported; 2025Q1: 4,745 shares; 2025Q2: 4,916 shares; 2025Q3: 6,481 shares; 2025Q4: 7,359 shares 7,359 $300K 0.04% +878 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 530 shares; 2025Q3: 590 shares; 2025Q4: 627 shares 627 $294K 0.04% +37 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: not reported; 2025Q3: 1,445 shares; 2025Q4: 1,652 shares 1,652 $294K 0.04% +207 Timeline IYJ 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: 1,701 shares; 2024Q4: 1,921 shares; 2025Q1: 1,921 shares; 2025Q2: 1,921 shares; 2025Q3: 1,921 shares; 2025Q4: 1,921 shares 1,921 $285K 0.04% 0 Timeline IJT 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: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,007 shares 2,007 $283K 0.04% +7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 923 shares 923 $280K 0.04% new 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: 1,129 shares; 2024Q4: 1,193 shares; 2025Q1: 1,043 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 923 shares 923 $279K 0.04% 0 Timeline PFF 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: 13,135 shares; 2024Q4: 12,885 shares; 2025Q1: 12,885 shares; 2025Q2: 12,750 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $279K 0.04% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,413 shares 3,413 $274K 0.04% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: not reported; 2025Q1: 1,376 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,873 shares 1,873 $269K 0.04% new Timeline FXL 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: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: not reported; 2025Q2: 1,411 shares; 2025Q3: 1,586 shares; 2025Q4: 1,586 shares 1,586 $267K 0.04% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,182 shares; 2024Q4: 7,037 shares; 2025Q1: 6,302 shares; 2025Q2: 5,577 shares; 2025Q3: 5,552 shares; 2025Q4: 5,552 shares 5,552 $265K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,627 shares 1,627 $261K 0.04% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,289 shares 4,289 $249K 0.04% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,315 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 15,000 shares 15,000 $247K 0.04% +4,000 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 1,915 shares 1,915 $245K 0.04% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 845 shares 845 $244K 0.04% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,413 shares 1,413 $242K 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 981 shares 981 $238K 0.03% new Timeline IFRA 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: 4,458 shares; 2024Q4: 4,458 shares; 2025Q1: 4,458 shares; 2025Q2: 4,458 shares; 2025Q3: 4,458 shares; 2025Q4: 4,458 shares 4,458 $235K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $234K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,280 shares; 2024Q4: 10,280 shares; 2025Q1: 11,661 shares; 2025Q2: 11,661 shares; 2025Q3: 11,861 shares; 2025Q4: 3,548 shares 3,548 $229K 0.03% -8,313 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,208 shares; 2024Q4: 5,549 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,869 shares; 2025Q4: 4,870 shares 4,870 $228K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,986 shares 6,986 $228K 0.03% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 577 shares; 2025Q1: 590 shares; 2025Q2: 591 shares; 2025Q3: not reported; 2025Q4: 626 shares 626 $220K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,584 shares 7,584 $216K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,993 shares 2,993 $214K 0.03% new Timeline ITRMF ITERUM THERAPEUTICS PLC More: the full row for ITERUM THERAPEUTICS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,750 shares; 2024Q4: 250,250 shares; 2025Q1: 250,250 shares; 2025Q2: 250,250 shares; 2025Q3: 250,250 shares; 2025Q4: 630,250 shares 630,250 $211K 0.03% +380,000 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 1,355 shares 1,355 $208K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 741 shares 741 $202K 0.03% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 567 shares 567 $202K 0.03% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,425 shares 1,425 $202K 0.03% new Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,556 shares 7,556 $200K 0.03% new Timeline TFI 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: not reported; 2024Q4: 5,607 shares; 2025Q1: 4,563 shares; 2025Q2: 4,563 shares; 2025Q3: 4,563 shares; 2025Q4: 4,381 shares 4,381 $200K 0.03% -182 Timeline NMI NUVEEN MUN INCOME FD INC More: the full row for NUVEEN MUN INCOME FD 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: 17,100 shares; 2025Q4: 15,600 shares 15,600 $155K 0.02% -1,500 Timeline