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; 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; 2025Q4: 1,335,148 shares 1,335,148 $34.4M 19.39% +130,597 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: 273,016 shares; 2024Q4: 285,534 shares; 2025Q1: 285,815 shares; 2025Q2: 273,979 shares; 2025Q3: 265,834 shares; 2025Q4: 261,908 shares 261,908 $25.2M 14.18% -3,926 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: 275,204 shares; 2024Q4: 271,298 shares; 2025Q1: 273,147 shares; 2025Q2: 290,740 shares; 2025Q3: 289,128 shares; 2025Q4: 290,173 shares 290,173 $23.3M 13.13% +1,045 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,428 shares; 2024Q4: 129,369 shares; 2025Q1: 133,686 shares; 2025Q2: 134,752 shares; 2025Q3: 140,530 shares; 2025Q4: 147,301 shares 147,301 $13.4M 7.53% +6,771 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,835 shares; 2024Q4: 15,940 shares; 2025Q1: 15,843 shares; 2025Q2: 16,029 shares; 2025Q3: 15,550 shares; 2025Q4: 15,057 shares 15,057 $10.3M 5.82% -493 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169,298 shares; 2025Q3: 352,979 shares; 2025Q4: 369,153 shares 369,153 $8.34M 4.7% +16,174 Timeline IDU 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: 73,661 shares; 2024Q4: 71,552 shares; 2025Q1: 70,908 shares; 2025Q2: 69,431 shares; 2025Q3: 69,801 shares; 2025Q4: 70,374 shares 70,374 $7.63M 4.3% +573 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: 50,785 shares; 2024Q4: 46,977 shares; 2025Q1: 46,327 shares; 2025Q2: 45,510 shares; 2025Q3: 43,274 shares; 2025Q4: 33,166 shares 33,166 $7.12M 4.02% -10,108 Timeline SGOV 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: 58,829 shares; 2025Q3: 65,230 shares; 2025Q4: 60,824 shares 60,824 $6.11M 3.44% -4,406 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,549 shares; 2025Q3: 73,089 shares; 2025Q4: 195,019 shares 195,019 $5.89M 3.32% +121,930 Timeline IGF 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: 78,897 shares; 2024Q4: 81,066 shares; 2025Q1: 80,516 shares; 2025Q2: 82,650 shares; 2025Q3: 87,862 shares; 2025Q4: 91,242 shares 91,242 $5.6M 3.16% +3,380 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: 62,805 shares; 2024Q4: 65,485 shares; 2025Q1: 65,999 shares; 2025Q2: 64,266 shares; 2025Q3: 67,788 shares; 2025Q4: 50,676 shares 50,676 $5.06M 2.85% -17,112 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: not reported; 2024Q4: 13,510 shares; 2025Q1: 15,918 shares; 2025Q2: 16,388 shares; 2025Q3: 19,285 shares; 2025Q4: 20,531 shares 20,531 $3.92M 2.21% +1,246 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: 4,764 shares; 2024Q4: 4,642 shares; 2025Q1: 4,616 shares; 2025Q2: 4,796 shares; 2025Q3: 4,268 shares; 2025Q4: 4,105 shares 4,105 $2.57M 1.45% -163 Timeline LQD 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: 12,386 shares; 2024Q4: 18,744 shares; 2025Q1: 19,285 shares; 2025Q2: 20,620 shares; 2025Q3: 20,483 shares; 2025Q4: 20,137 shares 20,137 $2.22M 1.25% -346 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: 36,853 shares; 2024Q4: 34,445 shares; 2025Q1: 34,293 shares; 2025Q2: 34,373 shares; 2025Q3: 34,650 shares; 2025Q4: 34,526 shares 34,526 $1.82M 1.02% -124 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,056 shares; 2024Q4: 20,109 shares; 2025Q1: 20,049 shares; 2025Q2: 20,836 shares; 2025Q3: 19,706 shares; 2025Q4: 19,563 shares 19,563 $1.36M 0.76% -143 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: 17,573 shares; 2024Q4: 6,557 shares; 2025Q1: 5,711 shares; 2025Q2: 5,711 shares; 2025Q3: 5,847 shares; 2025Q4: 6,246 shares 6,246 $1.32M 0.74% +399 Timeline SPIB 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: 37,996 shares 37,996 $1.28M 0.72% new Timeline SHV 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: 36,358 shares; 2024Q4: 27,146 shares; 2025Q1: 33,892 shares; 2025Q2: 22,556 shares; 2025Q3: 15,130 shares; 2025Q4: 10,204 shares 10,204 $1.12M 0.63% -4,926 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: 2,649 shares; 2024Q4: 2,663 shares; 2025Q1: 2,677 shares; 2025Q2: 2,691 shares; 2025Q3: 2,703 shares; 2025Q4: 2,713 shares 2,713 $829K 0.47% +10 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: 3,452 shares; 2024Q4: 3,303 shares; 2025Q1: 3,205 shares; 2025Q2: 3,117 shares; 2025Q3: 3,117 shares; 2025Q4: 3,001 shares 3,001 $816K 0.46% -116 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: 10,477 shares; 2024Q4: 8,418 shares; 2025Q1: 8,418 shares; 2025Q2: 6,283 shares; 2025Q3: 6,283 shares; 2025Q4: 6,283 shares 6,283 $673K 0.38% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,650 shares; 2025Q1: 4,965 shares; 2025Q2: 3,779 shares; 2025Q3: 3,571 shares; 2025Q4: 3,397 shares 3,397 $651K 0.37% -174 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $609K 0.34% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,909 shares; 2024Q4: 48,283 shares; 2025Q1: 47,283 shares; 2025Q2: 47,678 shares; 2025Q3: 48,090 shares; 2025Q4: 23,358 shares 23,358 $565K 0.32% -24,732 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: 1,558 shares; 2024Q4: 1,588 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 1,513 shares; 2025Q4: 1,453 shares 1,453 $456K 0.26% -60 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: 977 shares; 2024Q4: 817 shares; 2025Q1: 765 shares; 2025Q2: 776 shares; 2025Q3: 757 shares; 2025Q4: 716 shares 716 $440K 0.25% -41 Timeline SPBO 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: 13,168 shares 13,168 $386K 0.22% new 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: 1,296 shares; 2024Q4: 1,072 shares; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 1,017 shares; 2025Q4: 974 shares 974 $337K 0.19% -43 Timeline EZU 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: 5,315 shares; 2024Q4: 5,669 shares; 2025Q1: 5,669 shares; 2025Q2: 5,296 shares; 2025Q3: 5,296 shares; 2025Q4: 5,109 shares 5,109 $327K 0.18% -187 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,439 shares; 2025Q3: 3,094 shares; 2025Q4: 2,566 shares 2,566 $306K 0.17% -528 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,022 shares 1,022 $292K 0.16% new Timeline TLH 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: 3,853 shares; 2024Q4: 4,182 shares; 2025Q1: 3,496 shares; 2025Q2: 3,578 shares; 2025Q3: 3,578 shares; 2025Q4: 2,847 shares 2,847 $289K 0.16% -731 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: 638 shares; 2024Q4: 658 shares; 2025Q1: 612 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares 574 $278K 0.16% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,653 shares; 2025Q4: 1,615 shares 1,615 $276K 0.16% -38 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246 shares 246 $264K 0.15% new 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: 49,690 shares; 2024Q4: 32,047 shares; 2025Q1: 32,096 shares; 2025Q2: 22,728 shares; 2025Q3: 6,358 shares; 2025Q4: 3,903 shares 3,903 $254K 0.14% -2,455 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares 1,595 $250K 0.14% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: not reported; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 1,113 shares 1,113 $242K 0.14% +16 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: 5,875 shares; 2025Q1: not reported; 2025Q2: 4,586 shares; 2025Q3: 4,520 shares; 2025Q4: 4,520 shares 4,520 $241K 0.14% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,224 shares; 2024Q4: 6,263 shares; 2025Q1: 4,614 shares; 2025Q2: 4,185 shares; 2025Q3: 3,113 shares; 2025Q4: 3,058 shares 3,058 $238K 0.13% -55 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,480 shares; 2024Q4: 10,838 shares; 2025Q1: 10,285 shares; 2025Q2: 10,889 shares; 2025Q3: 2,782 shares; 2025Q4: 2,431 shares 2,431 $234K 0.13% -351 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,668 shares; 2025Q1: 2,669 shares; 2025Q2: 2,391 shares; 2025Q3: 2,177 shares; 2025Q4: 1,796 shares 1,796 $227K 0.13% -381 Timeline DAIC CID HOLDCO INC More: the full row for CID HOLDCO 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: 39,705 shares 39,705 $17.8K 0.01% new Timeline DAICW CID HOLDCO INC More: the full row for CID HOLDCO 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: 20,100 shares 20,100 $1.61K <0.01% new Timeline