SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928,842 shares; 2024Q4: 1,085,708 shares; 2025Q1: 1,101,991 shares; 2025Q2: 1,137,370 shares; 2025Q3: 1,204,551 shares 1,204,551 $31.1M 18.21% +67,181 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,016 shares; 2024Q4: 285,534 shares; 2025Q1: 285,815 shares; 2025Q2: 273,979 shares; 2025Q3: 265,834 shares 265,834 $24.8M 14.52% -8,145 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,204 shares; 2024Q4: 271,298 shares; 2025Q1: 273,147 shares; 2025Q2: 290,740 shares; 2025Q3: 289,128 shares 289,128 $22.7M 13.25% -1,612 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,428 shares; 2024Q4: 129,369 shares; 2025Q1: 133,686 shares; 2025Q2: 134,752 shares; 2025Q3: 140,530 shares 140,530 $12.4M 7.23% +5,778 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,835 shares; 2024Q4: 15,940 shares; 2025Q1: 15,843 shares; 2025Q2: 16,029 shares; 2025Q3: 15,550 shares 15,550 $10.4M 6.09% -479 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,785 shares; 2024Q4: 46,977 shares; 2025Q1: 46,327 shares; 2025Q2: 45,510 shares; 2025Q3: 43,274 shares 43,274 $9.06M 5.3% -2,236 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169,298 shares; 2025Q3: 352,979 shares 352,979 $8.16M 4.77% +183,681 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,661 shares; 2024Q4: 71,552 shares; 2025Q1: 70,908 shares; 2025Q2: 69,431 shares; 2025Q3: 69,801 shares 69,801 $7.74M 4.53% +370 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,805 shares; 2024Q4: 65,485 shares; 2025Q1: 65,999 shares; 2025Q2: 64,266 shares; 2025Q3: 67,788 shares 67,788 $6.8M 3.97% +3,522 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,829 shares; 2025Q3: 65,230 shares 65,230 $6.57M 3.84% +6,401 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,897 shares; 2024Q4: 81,066 shares; 2025Q1: 80,516 shares; 2025Q2: 82,650 shares; 2025Q3: 87,862 shares 87,862 $5.37M 3.14% +5,212 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,510 shares; 2025Q1: 15,918 shares; 2025Q2: 16,388 shares; 2025Q3: 19,285 shares 19,285 $3.6M 2.1% +2,897 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: 4,642 shares; 2025Q1: 4,616 shares; 2025Q2: 4,796 shares; 2025Q3: 4,268 shares 4,268 $2.61M 1.53% -528 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 18,744 shares; 2025Q1: 19,285 shares; 2025Q2: 20,620 shares; 2025Q3: 20,483 shares 20,483 $2.28M 1.34% -137 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,549 shares; 2025Q3: 73,089 shares 73,089 $2.21M 1.29% +47,540 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,853 shares; 2024Q4: 34,445 shares; 2025Q1: 34,293 shares; 2025Q2: 34,373 shares; 2025Q3: 34,650 shares 34,650 $1.83M 1.07% +277 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,358 shares; 2024Q4: 27,146 shares; 2025Q1: 33,892 shares; 2025Q2: 22,556 shares; 2025Q3: 15,130 shares 15,130 $1.67M 0.98% -7,426 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,056 shares; 2024Q4: 20,109 shares; 2025Q1: 20,049 shares; 2025Q2: 20,836 shares; 2025Q3: 19,706 shares 19,706 $1.35M 0.79% -1,130 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,573 shares; 2024Q4: 6,557 shares; 2025Q1: 5,711 shares; 2025Q2: 5,711 shares; 2025Q3: 5,847 shares 5,847 $1.25M 0.73% +136 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,909 shares; 2024Q4: 48,283 shares; 2025Q1: 47,283 shares; 2025Q2: 47,678 shares; 2025Q3: 48,090 shares 48,090 $973K 0.57% +412 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 2,663 shares; 2025Q1: 2,677 shares; 2025Q2: 2,691 shares; 2025Q3: 2,703 shares 2,703 $821K 0.48% +12 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 3,303 shares; 2025Q1: 3,205 shares; 2025Q2: 3,117 shares; 2025Q3: 3,117 shares 3,117 $794K 0.46% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,650 shares; 2025Q1: 4,965 shares; 2025Q2: 3,779 shares; 2025Q3: 3,571 shares 3,571 $677K 0.4% -208 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,477 shares; 2024Q4: 8,418 shares; 2025Q1: 8,418 shares; 2025Q2: 6,283 shares; 2025Q3: 6,283 shares 6,283 $669K 0.39% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares 7,500 $546K 0.32% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 817 shares; 2025Q1: 765 shares; 2025Q2: 776 shares; 2025Q3: 757 shares 757 $454K 0.27% -19 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,690 shares; 2024Q4: 32,047 shares; 2025Q1: 32,096 shares; 2025Q2: 22,728 shares; 2025Q3: 6,358 shares 6,358 $373K 0.22% -16,370 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,439 shares; 2025Q3: 3,094 shares 3,094 $370K 0.22% -345 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,588 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 1,513 shares 1,513 $368K 0.22% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 4,182 shares; 2025Q1: 3,496 shares; 2025Q2: 3,578 shares; 2025Q3: 3,578 shares 3,578 $368K 0.22% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,072 shares; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 1,017 shares 1,017 $336K 0.2% -55 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 5,669 shares; 2025Q1: 5,669 shares; 2025Q2: 5,296 shares; 2025Q3: 5,296 shares 5,296 $328K 0.19% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 658 shares; 2025Q1: 612 shares; 2025Q2: 574 shares; 2025Q3: 574 shares 574 $297K 0.17% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,668 shares; 2025Q1: 2,669 shares; 2025Q2: 2,391 shares; 2025Q3: 2,177 shares 2,177 $288K 0.17% -214 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,480 shares; 2024Q4: 10,838 shares; 2025Q1: 10,285 shares; 2025Q2: 10,889 shares; 2025Q3: 2,782 shares 2,782 $268K 0.16% -8,107 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares 1,595 $248K 0.15% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,224 shares; 2024Q4: 6,263 shares; 2025Q1: 4,614 shares; 2025Q2: 4,185 shares; 2025Q3: 3,113 shares 3,113 $244K 0.14% -1,072 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: not reported; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares 1,097 $237K 0.14% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,653 shares 1,653 $221K 0.13% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: 5,875 shares; 2025Q1: not reported; 2025Q2: 4,586 shares; 2025Q3: 4,520 shares 4,520 $218K 0.13% -66 Timeline