ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219,717 shares; 2025Q1: 231,050 shares; 2025Q2: 231,772 shares; 2025Q3: 280,571 shares 280,571 $38.8M 9.81% +48,799 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,824 shares; 2025Q1: 126,375 shares; 2025Q2: 126,567 shares; 2025Q3: 126,567 shares 126,567 $35.7M 9.02% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,085 shares; 2025Q1: 23,481 shares; 2025Q2: 24,171 shares; 2025Q3: 38,602 shares 38,602 $25.8M 6.51% +14,431 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181,525 shares; 2025Q1: 181,525 shares; 2025Q2: 181,676 shares; 2025Q3: 181,676 shares 181,676 $21.5M 5.44% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,734 shares; 2025Q1: 137,899 shares; 2025Q2: 138,069 shares; 2025Q3: 138,069 shares 138,069 $19.2M 4.86% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,662 shares; 2025Q1: 128,081 shares; 2025Q2: 128,081 shares; 2025Q3: 128,081 shares 128,081 $16.8M 4.25% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 306,869 shares; 2025Q1: 316,634 shares; 2025Q2: 316,634 shares; 2025Q3: 293,449 shares 293,449 $15.8M 4% -23,185 Timeline EMXC 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: restricted; 2024Q4: 163,309 shares; 2025Q1: 164,759 shares; 2025Q2: 214,717 shares; 2025Q3: 211,062 shares 211,062 $14.2M 3.6% -3,655 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,163 shares; 2025Q1: 59,294 shares; 2025Q2: 59,035 shares; 2025Q3: 59,035 shares 59,035 $14.1M 3.58% 0 Timeline IEMG 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: restricted; 2024Q4: 133,355 shares; 2025Q1: 131,180 shares; 2025Q2: 135,200 shares; 2025Q3: 195,520 shares 195,520 $12.9M 3.26% +60,320 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: restricted; 2024Q4: 17,190 shares; 2025Q1: 15,495 shares; 2025Q2: 17,035 shares; 2025Q3: 20,035 shares 20,035 $12.3M 3.11% +3,000 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,322 shares; 2025Q1: 84,208 shares; 2025Q2: 85,078 shares; 2025Q3: 85,802 shares 85,802 $11M 2.78% +724 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: restricted; 2024Q4: 128,287 shares; 2025Q1: 129,192 shares; 2025Q2: 129,192 shares; 2025Q3: 129,192 shares 129,192 $10.1M 2.56% 0 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: restricted; 2024Q4: 39,137 shares; 2025Q1: 39,358 shares; 2025Q2: 39,358 shares; 2025Q3: 39,358 shares 39,358 $10M 2.53% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,523 shares; 2025Q1: 63,523 shares; 2025Q2: 62,858 shares; 2025Q3: 62,858 shares 62,858 $9.7M 2.45% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,156 shares; 2025Q1: 62,725 shares; 2025Q2: 62,725 shares; 2025Q3: 49,603 shares 49,603 $9.26M 2.34% -13,122 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: restricted; 2024Q4: 16,390 shares; 2025Q1: 17,345 shares; 2025Q2: 17,160 shares; 2025Q3: 17,159 shares 17,159 $8.89M 2.25% -1 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,153 shares; 2025Q1: 53,705 shares; 2025Q2: 53,705 shares; 2025Q3: 70,008 shares 70,008 $6.11M 1.54% +16,303 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,501 shares; 2025Q1: 18,501 shares; 2025Q2: 18,501 shares; 2025Q3: 18,501 shares 18,501 $6.04M 1.53% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135,604 shares; 2025Q1: 101,345 shares; 2025Q2: 101,345 shares; 2025Q3: 130,879 shares 130,879 $5.51M 1.39% +29,534 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,245 shares; 2025Q1: 60,245 shares; 2025Q2: 60,245 shares; 2025Q3: 60,245 shares 60,245 $5.4M 1.37% 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: restricted; 2024Q4: 7,518 shares; 2025Q1: 7,621 shares; 2025Q2: 7,636 shares; 2025Q3: 8,958 shares 8,958 $5.38M 1.36% +1,322 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,014 shares; 2025Q1: 23,798 shares; 2025Q2: 23,798 shares; 2025Q3: 23,797 shares 23,797 $5.22M 1.32% -1 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,760 shares; 2025Q1: 57,760 shares; 2025Q2: 57,760 shares; 2025Q3: 57,760 shares 57,760 $5.15M 1.3% 0 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: restricted; 2024Q4: 9,928 shares; 2025Q1: 6,620 shares; 2025Q2: 7,301 shares; 2025Q3: 7,559 shares 7,559 $5.06M 1.28% +258 Timeline IXC 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: restricted; 2024Q4: 107,474 shares; 2025Q1: 107,474 shares; 2025Q2: 107,474 shares; 2025Q3: 107,474 shares 107,474 $4.49M 1.13% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,545 shares; 2025Q1: 29,808 shares; 2025Q2: 29,808 shares; 2025Q3: 30,236 shares 30,236 $4.26M 1.08% +428 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,879 shares; 2025Q1: 21,545 shares; 2025Q2: 21,545 shares; 2025Q3: 17,110 shares 17,110 $4.16M 1.05% -4,435 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,454 shares; 2025Q1: 39,955 shares; 2025Q2: 40,145 shares; 2025Q3: 40,254 shares 40,254 $3.99M 1.01% +109 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,510 shares; 2025Q1: 10,511 shares; 2025Q2: 10,511 shares; 2025Q3: 7,215 shares 7,215 $3.35M 0.85% -3,296 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,230 shares; 2025Q1: 16,230 shares; 2025Q2: 16,230 shares; 2025Q3: 16,230 shares 16,230 $3.18M 0.8% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,246 shares; 2025Q1: 4,246 shares; 2025Q2: 4,246 shares; 2025Q3: 4,246 shares 4,246 $3.17M 0.8% 0 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: restricted; 2024Q4: 14,456 shares; 2025Q1: 14,456 shares; 2025Q2: 14,456 shares; 2025Q3: 14,456 shares 14,456 $3.02M 0.76% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,589 shares; 2025Q1: 30,589 shares; 2025Q2: 30,589 shares; 2025Q3: 30,589 shares 30,589 $3.02M 0.76% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,819 shares; 2025Q1: 32,897 shares; 2025Q2: 32,897 shares; 2025Q3: 32,897 shares 32,897 $2.94M 0.74% 0 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,021 shares; 2025Q1: 26,021 shares; 2025Q2: 26,021 shares; 2025Q3: 26,021 shares 26,021 $2.86M 0.72% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,356 shares; 2025Q1: 12,356 shares; 2025Q2: 12,356 shares; 2025Q3: 12,356 shares 12,356 $2.84M 0.72% 0 Timeline IWM 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: restricted; 2024Q4: 9,188 shares; 2025Q1: 6,798 shares; 2025Q2: 6,798 shares; 2025Q3: 11,130 shares 11,130 $2.69M 0.68% +4,332 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,764 shares; 2025Q1: 39,764 shares; 2025Q2: 39,764 shares; 2025Q3: 39,764 shares 39,764 $2.5M 0.63% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,531 shares; 2025Q1: 5,531 shares; 2025Q2: 5,531 shares; 2025Q3: 5,531 shares 5,531 $2.41M 0.61% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,552 shares; 2025Q1: 9,772 shares; 2025Q2: 9,772 shares; 2025Q3: 9,772 shares 9,772 $2.2M 0.56% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 28,799 shares; 2025Q2: 28,799 shares; 2025Q3: 28,799 shares 28,799 $1.73M 0.44% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,519 shares; 2025Q1: 30,009 shares; 2025Q2: 30,009 shares; 2025Q3: 30,009 shares 30,009 $1.55M 0.39% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,826 shares; 2025Q1: 11,826 shares; 2025Q2: 11,826 shares; 2025Q3: 11,826 shares 11,826 $1.49M 0.38% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,758 shares; 2025Q1: 4,758 shares; 2025Q2: 4,758 shares; 2025Q3: 4,758 shares 4,758 $1.33M 0.34% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,122 shares; 2025Q1: 12,122 shares; 2025Q2: 12,122 shares; 2025Q3: 12,122 shares 12,122 $1.27M 0.32% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,660 shares 15,660 $1.23M 0.31% new Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,057 shares; 2025Q1: 85,057 shares; 2025Q2: 85,057 shares; 2025Q3: 85,057 shares 85,057 $1.2M 0.3% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,730 shares; 2025Q1: 3,730 shares; 2025Q2: 10,080 shares; 2025Q3: 10,080 shares 10,080 $1.06M 0.27% 0 Timeline RZV 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: restricted; 2024Q4: 7,023 shares; 2025Q1: 7,023 shares; 2025Q2: 7,023 shares; 2025Q3: 7,023 shares 7,023 $829K 0.21% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,293 shares; 2025Q1: 7,293 shares; 2025Q2: 7,293 shares; 2025Q3: 7,293 shares 7,293 $725K 0.18% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,304 shares; 2025Q1: 6,072 shares; 2025Q2: 6,072 shares; 2025Q3: 6,071 shares 6,071 $595K 0.15% -1 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares 1,863 $484K 0.12% 0 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,169 shares; 2025Q1: 10,169 shares; 2025Q2: 10,169 shares; 2025Q3: 10,169 shares 10,169 $358K 0.09% 0 Timeline IGV 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: restricted; 2024Q4: 2,425 shares; 2025Q1: 2,425 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares 2,425 $279K 0.07% 0 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,447 shares; 2025Q1: 3,447 shares; 2025Q2: 9,047 shares; 2025Q3: 9,047 shares 9,047 $241K 0.06% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares 1,060 $53K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $16K <0.01% 0 Timeline