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: 28,029 shares; 2024Q4: 28,248 shares; 2025Q1: 27,796 shares; 2025Q2: 27,405 shares; 2025Q3: 27,390 shares; 2025Q4: 27,221 shares 27,221 $18.6M 4.76% -169 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: 185,146 shares; 2024Q4: 194,106 shares; 2025Q1: 239,995 shares; 2025Q2: 115,877 shares; 2025Q3: 115,242 shares; 2025Q4: 112,499 shares 112,499 $16.7M 4.27% -2,743 Timeline JAVA 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: 87,274 shares; 2024Q4: 94,821 shares; 2025Q1: 135,471 shares; 2025Q2: 149,549 shares; 2025Q3: 157,291 shares; 2025Q4: 210,296 shares 210,296 $15.1M 3.85% +53,005 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: 22,119 shares; 2024Q4: 22,365 shares; 2025Q1: 22,531 shares; 2025Q2: 25,597 shares; 2025Q3: 24,346 shares; 2025Q4: 24,002 shares 24,002 $14.7M 3.76% -344 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: 167,505 shares; 2024Q4: 177,408 shares; 2025Q1: 188,010 shares; 2025Q2: 198,272 shares; 2025Q3: 231,992 shares; 2025Q4: 232,755 shares 232,755 $14.2M 3.61% +763 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: 27,975 shares; 2024Q4: 27,729 shares; 2025Q1: 29,454 shares; 2025Q2: 28,705 shares; 2025Q3: 27,859 shares; 2025Q4: 27,473 shares 27,473 $13M 3.32% -386 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: 36,715 shares; 2024Q4: 38,789 shares; 2025Q1: 46,153 shares; 2025Q2: 102,404 shares; 2025Q3: 115,684 shares; 2025Q4: 172,108 shares 172,108 $11.6M 2.95% +56,424 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: 77,867 shares; 2024Q4: 81,155 shares; 2025Q1: 84,103 shares; 2025Q2: 87,206 shares; 2025Q3: 88,657 shares; 2025Q4: 54,070 shares 54,070 $10.7M 2.74% -34,587 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: not reported; 2024Q4: not reported; 2025Q1: 13,159 shares; 2025Q2: 19,298 shares; 2025Q3: 38,081 shares; 2025Q4: 37,905 shares 37,905 $9.52M 2.43% -176 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,722 shares; 2024Q4: 112,803 shares; 2025Q1: 82,781 shares; 2025Q2: 84,831 shares; 2025Q3: 86,892 shares; 2025Q4: 86,139 shares 86,139 $7.88M 2.01% -753 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,252 shares; 2024Q4: 637,654 shares; 2025Q1: 666,726 shares; 2025Q2: 692,934 shares; 2025Q3: 705,462 shares; 2025Q4: 491,358 shares 491,358 $7M 1.79% -214,104 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: 11,801 shares; 2024Q4: 11,355 shares; 2025Q1: 10,991 shares; 2025Q2: 10,785 shares; 2025Q3: 10,768 shares; 2025Q4: 10,791 shares 10,791 $6.77M 1.73% +23 Timeline MTUM 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: 3,770 shares; 2024Q4: 16,444 shares; 2025Q1: 16,994 shares; 2025Q2: 17,259 shares; 2025Q3: 17,703 shares; 2025Q4: 25,663 shares 25,663 $6.42M 1.64% +7,960 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,199 shares; 2024Q4: 120,773 shares; 2025Q1: 116,745 shares; 2025Q2: 123,313 shares; 2025Q3: 124,264 shares; 2025Q4: 121,753 shares 121,753 $6.23M 1.59% -2,511 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: 5,043 shares; 2024Q4: 4,335 shares; 2025Q1: 51,103 shares; 2025Q2: 59,338 shares; 2025Q3: 65,526 shares; 2025Q4: 60,301 shares 60,301 $6.13M 1.56% -5,225 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,866 shares; 2024Q4: 94,514 shares; 2025Q1: 99,739 shares; 2025Q2: 98,144 shares; 2025Q3: 106,359 shares; 2025Q4: 109,568 shares 109,568 $5.78M 1.48% +3,209 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,599 shares; 2024Q4: 87,599 shares; 2025Q1: 121,122 shares; 2025Q2: 122,471 shares; 2025Q3: 122,471 shares; 2025Q4: 122,471 shares 122,471 $5.76M 1.47% 0 Timeline DHIL DIAMOND HILL INVT GROUP INC More: the full row for DIAMOND HILL INVT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,919 shares; 2024Q4: 19,534 shares; 2025Q1: 19,570 shares; 2025Q2: 19,675 shares; 2025Q3: 20,394 shares; 2025Q4: 33,779 shares 33,779 $5.73M 1.46% +13,385 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: not reported; 2024Q4: 23,373 shares; 2025Q1: 50,963 shares; 2025Q2: 53,127 shares; 2025Q3: 71,651 shares; 2025Q4: 70,338 shares 70,338 $5.71M 1.46% -1,313 Timeline THRO 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: 11,113 shares; 2025Q2: 140,101 shares; 2025Q3: 145,202 shares; 2025Q4: 145,168 shares 145,168 $5.6M 1.43% -34 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: 40,869 shares; 2024Q4: 41,421 shares; 2025Q1: 42,483 shares; 2025Q2: 42,979 shares; 2025Q3: 43,487 shares; 2025Q4: 45,793 shares 45,793 $5.51M 1.41% +2,306 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: 4,115 shares; 2024Q4: 4,700 shares; 2025Q1: 4,701 shares; 2025Q2: 4,801 shares; 2025Q3: 4,927 shares; 2025Q4: 4,930 shares 4,930 $5.3M 1.35% +3 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: 18,841 shares; 2024Q4: 18,564 shares; 2025Q1: 18,491 shares; 2025Q2: 19,070 shares; 2025Q3: 19,382 shares; 2025Q4: 19,334 shares 19,334 $5.26M 1.34% -48 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,336 shares; 2024Q4: 68,177 shares; 2025Q1: 87,170 shares; 2025Q2: 93,655 shares; 2025Q3: 98,507 shares; 2025Q4: 101,105 shares 101,105 $5.13M 1.31% +2,598 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,686 shares; 2025Q3: 96,048 shares; 2025Q4: 98,621 shares 98,621 $4.77M 1.22% +2,573 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: 43,017 shares; 2024Q4: 48,448 shares; 2025Q1: 42,419 shares; 2025Q2: 38,629 shares; 2025Q3: 43,304 shares; 2025Q4: 43,212 shares 43,212 $4.63M 1.18% -92 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,070 shares; 2024Q4: 121,070 shares; 2025Q1: 126,111 shares; 2025Q2: 125,925 shares; 2025Q3: 124,426 shares; 2025Q4: 124,426 shares 124,426 $4.61M 1.18% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199,702 shares; 2025Q3: 99,482 shares; 2025Q4: 67,475 shares 67,475 $4.22M 1.08% -32,007 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: 24,228 shares; 2024Q4: 25,268 shares; 2025Q1: 25,930 shares; 2025Q2: 26,433 shares; 2025Q3: 25,896 shares; 2025Q4: 26,257 shares 26,257 $4.21M 1.07% +361 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,312 shares; 2024Q4: 6,492 shares; 2025Q1: 6,611 shares; 2025Q2: 6,693 shares; 2025Q3: 7,020 shares; 2025Q4: 7,265 shares 7,265 $4.14M 1.06% +245 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,792 shares; 2024Q4: 39,269 shares; 2025Q1: 59,556 shares; 2025Q2: 79,895 shares; 2025Q3: 80,009 shares; 2025Q4: 80,294 shares 80,294 $4.04M 1.03% +285 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: 15,402 shares; 2024Q4: 15,342 shares; 2025Q1: 14,474 shares; 2025Q2: 13,510 shares; 2025Q3: 13,379 shares; 2025Q4: 13,117 shares 13,117 $3.81M 0.97% -262 Timeline JMST 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: 100,908 shares; 2024Q4: 98,826 shares; 2025Q1: 89,002 shares; 2025Q2: 83,250 shares; 2025Q3: 76,193 shares; 2025Q4: 73,666 shares 73,666 $3.75M 0.96% -2,527 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: 20,415 shares; 2024Q4: 17,881 shares; 2025Q1: 18,325 shares; 2025Q2: 18,250 shares; 2025Q3: 15,773 shares; 2025Q4: 11,594 shares 11,594 $3.74M 0.95% -4,179 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,936 shares; 2024Q4: 71,285 shares; 2025Q1: 73,950 shares; 2025Q2: 75,570 shares; 2025Q3: 79,682 shares; 2025Q4: 81,277 shares 81,277 $3.6M 0.92% +1,595 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,001 shares; 2025Q1: 9,147 shares; 2025Q2: 9,838 shares; 2025Q3: 10,320 shares; 2025Q4: 10,534 shares 10,534 $3.58M 0.91% +214 Timeline LOVE LOVESAC CO More: the full row for LOVESAC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,364 shares; 2024Q4: 135,979 shares; 2025Q1: 147,626 shares; 2025Q2: 139,070 shares; 2025Q3: 136,183 shares; 2025Q4: 241,532 shares 241,532 $3.56M 0.91% +105,349 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: 8,380 shares; 2024Q4: 6,009 shares; 2025Q1: 6,363 shares; 2025Q2: 6,478 shares; 2025Q3: 6,659 shares; 2025Q4: 6,883 shares 6,883 $3.46M 0.88% +224 Timeline TXXI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 57,647 shares; 2025Q2: 62,875 shares; 2025Q3: 64,252 shares; 2025Q4: 67,465 shares 67,465 $3.41M 0.87% +3,213 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: 17,636 shares; 2024Q4: 17,992 shares; 2025Q1: 19,218 shares; 2025Q2: 19,320 shares; 2025Q3: 19,153 shares; 2025Q4: 18,263 shares 18,263 $3.41M 0.87% -890 Timeline JCPB 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: 294,576 shares; 2024Q4: 232,744 shares; 2025Q1: 212,293 shares; 2025Q2: 112,309 shares; 2025Q3: 60,900 shares; 2025Q4: 69,027 shares 69,027 $3.27M 0.83% +8,127 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY 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: 46,965 shares; 2025Q4: 62,030 shares 62,030 $2.9M 0.74% +15,065 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,804 shares; 2024Q4: 94,664 shares; 2025Q1: 98,362 shares; 2025Q2: 100,182 shares; 2025Q3: 106,544 shares; 2025Q4: 108,460 shares 108,460 $2.87M 0.73% +1,916 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: 22,035 shares; 2024Q4: 22,080 shares; 2025Q1: 23,583 shares; 2025Q2: 23,977 shares; 2025Q3: 24,311 shares; 2025Q4: 24,855 shares 24,855 $2.83M 0.72% +544 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,728 shares; 2025Q4: 13,024 shares 13,024 $2.8M 0.71% +296 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,597 shares; 2024Q4: 104,512 shares; 2025Q1: 105,372 shares; 2025Q2: 106,383 shares; 2025Q3: 105,610 shares; 2025Q4: 103,443 shares 103,443 $2.72M 0.69% -2,167 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,341 shares; 2024Q4: 262,358 shares; 2025Q1: 234,827 shares; 2025Q2: 235,515 shares; 2025Q3: 241,903 shares; 2025Q4: 254,918 shares 254,918 $2.47M 0.63% +13,015 Timeline ISTB 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: 81,597 shares; 2024Q4: 83,862 shares; 2025Q1: 87,012 shares; 2025Q2: 88,644 shares; 2025Q3: 50,232 shares; 2025Q4: 50,574 shares 50,574 $2.47M 0.63% +342 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,595 shares; 2024Q4: 199,958 shares; 2025Q1: 213,953 shares; 2025Q2: 221,264 shares; 2025Q3: 222,942 shares; 2025Q4: 235,292 shares 235,292 $2.46M 0.63% +12,350 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,665 shares; 2024Q4: 64,599 shares; 2025Q1: 61,857 shares; 2025Q2: 59,530 shares; 2025Q3: 53,308 shares; 2025Q4: 52,418 shares 52,418 $2.46M 0.63% -890 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: 44,762 shares; 2024Q4: 47,077 shares; 2025Q1: 49,860 shares; 2025Q2: 52,492 shares; 2025Q3: 55,198 shares; 2025Q4: 56,746 shares 56,746 $2.31M 0.59% +1,548 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: 3,715 shares; 2024Q4: 3,858 shares; 2025Q1: 3,996 shares; 2025Q2: 6,355 shares; 2025Q3: 6,514 shares; 2025Q4: 6,802 shares 6,802 $2.25M 0.57% +288 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,253 shares; 2024Q4: 23,401 shares; 2025Q1: 26,595 shares; 2025Q2: 27,263 shares; 2025Q3: 28,020 shares; 2025Q4: 28,279 shares 28,279 $2.24M 0.57% +259 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,696 shares; 2024Q4: 8,975 shares; 2025Q1: 9,398 shares; 2025Q2: 9,503 shares; 2025Q3: 10,087 shares; 2025Q4: 8,170 shares 8,170 $2.13M 0.54% -1,917 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,877 shares; 2024Q4: 10,016 shares; 2025Q1: 9,976 shares; 2025Q2: 10,086 shares; 2025Q3: 10,631 shares; 2025Q4: 10,803 shares 10,803 $2M 0.51% +172 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,493 shares; 2024Q4: 37,855 shares; 2025Q1: 38,940 shares; 2025Q2: 28,531 shares; 2025Q3: 29,718 shares; 2025Q4: 30,229 shares 30,229 $1.89M 0.48% +511 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER 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: 3,555 shares; 2025Q3: 9,491 shares; 2025Q4: 9,605 shares 9,605 $1.87M 0.48% +114 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,432 shares; 2024Q4: 8,259 shares; 2025Q1: 8,422 shares; 2025Q2: 8,456 shares; 2025Q3: 8,790 shares; 2025Q4: 9,064 shares 9,064 $1.68M 0.43% +274 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,933 shares; 2024Q4: 91,999 shares; 2025Q1: 83,441 shares; 2025Q2: 64,434 shares; 2025Q3: 68,765 shares; 2025Q4: 61,252 shares 61,252 $1.68M 0.43% -7,513 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 8,156 shares; 2025Q3: 8,056 shares; 2025Q4: 8,031 shares 8,031 $1.65M 0.42% -25 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: 18,879 shares; 2024Q4: 19,033 shares; 2025Q1: 18,767 shares; 2025Q2: 18,815 shares; 2025Q3: 18,857 shares; 2025Q4: 16,979 shares 16,979 $1.6M 0.41% -1,878 Timeline ICSH 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: 19,586 shares; 2024Q4: 27,891 shares; 2025Q1: 29,853 shares; 2025Q2: 28,684 shares; 2025Q3: 29,712 shares; 2025Q4: 31,202 shares 31,202 $1.58M 0.4% +1,490 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,563 shares; 2024Q4: 56,743 shares; 2025Q1: 60,014 shares; 2025Q2: 61,919 shares; 2025Q3: 65,669 shares; 2025Q4: 67,332 shares 67,332 $1.57M 0.4% +1,663 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: 4,111 shares; 2024Q4: 4,512 shares; 2025Q1: 4,475 shares; 2025Q2: 5,005 shares; 2025Q3: 6,562 shares; 2025Q4: 6,563 shares 6,563 $1.51M 0.39% +1 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,068 shares; 2024Q4: 33,610 shares; 2025Q1: 33,610 shares; 2025Q2: 33,480 shares; 2025Q3: 33,480 shares; 2025Q4: 33,480 shares 33,480 $1.46M 0.37% 0 Timeline IWY 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: 6,166 shares; 2024Q4: 5,693 shares; 2025Q1: 5,635 shares; 2025Q2: 5,320 shares; 2025Q3: 5,267 shares; 2025Q4: 5,271 shares 5,271 $1.46M 0.37% +4 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES 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: 11,746 shares 11,746 $1.44M 0.37% new Timeline NTRL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,741 shares; 2024Q4: 59,543 shares; 2025Q1: 61,961 shares; 2025Q2: 63,151 shares; 2025Q3: 67,343 shares; 2025Q4: 68,580 shares 68,580 $1.42M 0.36% +1,237 Timeline SCHV 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: 14,172 shares; 2024Q4: 42,818 shares; 2025Q1: 45,500 shares; 2025Q2: 45,908 shares; 2025Q3: 46,059 shares; 2025Q4: 47,323 shares 47,323 $1.4M 0.36% +1,264 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: 2,700 shares; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 2,941 shares; 2025Q3: 4,258 shares; 2025Q4: 4,259 shares 4,259 $1.33M 0.34% +1 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,663 shares; 2024Q4: 31,776 shares; 2025Q1: 31,776 shares; 2025Q2: 31,776 shares; 2025Q3: 29,776 shares; 2025Q4: 29,776 shares 29,776 $1.29M 0.33% 0 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,329 shares; 2024Q4: 38,018 shares; 2025Q1: 38,018 shares; 2025Q2: 38,018 shares; 2025Q3: 38,018 shares; 2025Q4: 38,018 shares 38,018 $1.28M 0.33% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,901 shares; 2024Q4: 34,774 shares; 2025Q1: 34,774 shares; 2025Q2: 34,774 shares; 2025Q3: 31,982 shares; 2025Q4: 31,982 shares 31,982 $1.27M 0.32% 0 Timeline PFE PFIZER INC More: the full row for PFIZER 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: 49,218 shares 49,218 $1.23M 0.31% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,368 shares; 2024Q4: 12,255 shares; 2025Q1: 12,950 shares; 2025Q2: 17,360 shares; 2025Q3: 18,186 shares; 2025Q4: 14,189 shares 14,189 $1.22M 0.31% -3,997 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: 16,939 shares; 2024Q4: 13,985 shares; 2025Q1: 14,851 shares; 2025Q2: 15,010 shares; 2025Q3: 15,784 shares; 2025Q4: 15,684 shares 15,684 $1.16M 0.3% -100 Timeline SMMU 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: 31,505 shares; 2024Q4: 29,020 shares; 2025Q1: 26,571 shares; 2025Q2: 24,372 shares; 2025Q3: 22,115 shares; 2025Q4: 22,459 shares 22,459 $1.13M 0.29% +344 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: 23,424 shares; 2024Q4: 24,331 shares; 2025Q1: 24,084 shares; 2025Q2: 24,929 shares; 2025Q3: 23,563 shares; 2025Q4: 19,476 shares 19,476 $1.11M 0.28% -4,087 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,452 shares; 2024Q4: 21,452 shares; 2025Q1: 21,452 shares; 2025Q2: 21,452 shares; 2025Q3: 21,452 shares; 2025Q4: 21,452 shares 21,452 $1.09M 0.28% 0 Timeline CPSM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,650 shares; 2024Q4: 35,650 shares; 2025Q1: 35,650 shares; 2025Q2: 35,650 shares; 2025Q3: 35,650 shares; 2025Q4: 35,650 shares 35,650 $1.02M 0.26% 0 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: 7,631 shares; 2024Q4: 7,697 shares; 2025Q1: 11,782 shares; 2025Q2: 11,832 shares; 2025Q3: 19,009 shares; 2025Q4: 19,097 shares 19,097 $964K 0.25% +88 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,461 shares; 2024Q4: 9,461 shares; 2025Q1: 22,745 shares; 2025Q2: 22,745 shares; 2025Q3: 22,457 shares; 2025Q4: 22,457 shares 22,457 $930K 0.24% 0 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: 1,311 shares; 2024Q4: 1,311 shares; 2025Q1: 1,356 shares; 2025Q2: 1,356 shares; 2025Q3: 1,356 shares; 2025Q4: 1,387 shares 1,387 $916K 0.23% +31 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: 1,841 shares; 2024Q4: 1,841 shares; 2025Q1: 1,858 shares; 2025Q2: 2,117 shares; 2025Q3: 2,465 shares; 2025Q4: 2,582 shares 2,582 $866K 0.22% +117 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,656 shares; 2024Q4: 22,662 shares; 2025Q1: 22,668 shares; 2025Q2: 22,674 shares; 2025Q3: 22,680 shares; 2025Q4: 22,687 shares 22,687 $850K 0.22% +7 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: 1,482 shares; 2024Q4: 1,136 shares; 2025Q1: 1,126 shares; 2025Q2: 1,161 shares; 2025Q3: 1,191 shares; 2025Q4: 1,191 shares 1,191 $812K 0.21% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,693 shares; 2024Q4: 29,693 shares; 2025Q1: 19,693 shares; 2025Q2: 19,693 shares; 2025Q3: 19,693 shares; 2025Q4: 19,693 shares 19,693 $802K 0.2% 0 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: 14,175 shares; 2024Q4: 13,630 shares; 2025Q1: 13,030 shares; 2025Q2: 11,477 shares; 2025Q3: 10,677 shares; 2025Q4: 10,677 shares 10,677 $801K 0.2% 0 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,701 shares; 2024Q4: 23,281 shares; 2025Q1: 23,281 shares; 2025Q2: 23,281 shares; 2025Q3: 25,022 shares; 2025Q4: 25,022 shares 25,022 $799K 0.2% 0 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: 15,388 shares; 2024Q4: 14,645 shares; 2025Q1: 14,494 shares; 2025Q2: 14,018 shares; 2025Q3: 13,756 shares; 2025Q4: 13,760 shares 13,760 $782K 0.2% +4 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,502 shares; 2024Q4: 20,502 shares; 2025Q1: 20,502 shares; 2025Q2: 20,502 shares; 2025Q3: 21,302 shares; 2025Q4: 21,302 shares 21,302 $730K 0.19% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 927 shares; 2025Q4: 927 shares 927 $699K 0.18% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 10,832 shares; 2025Q1: 12,220 shares; 2025Q2: 12,624 shares; 2025Q3: 11,776 shares; 2025Q4: 11,765 shares 11,765 $689K 0.18% -11 Timeline GOCT 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: 17,505 shares; 2024Q4: 17,505 shares; 2025Q1: 17,505 shares; 2025Q2: 17,505 shares; 2025Q3: 17,505 shares; 2025Q4: 17,505 shares 17,505 $688K 0.18% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 976 shares; 2025Q1: 1,005 shares; 2025Q2: 1,125 shares; 2025Q3: 1,460 shares; 2025Q4: 1,406 shares 1,406 $680K 0.17% -54 Timeline ICVT 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: 4,248 shares; 2024Q4: 6,598 shares; 2025Q1: 6,687 shares; 2025Q2: 4,851 shares; 2025Q3: 5,638 shares; 2025Q4: 6,721 shares 6,721 $662K 0.17% +1,083 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 964 shares; 2025Q3: 1,886 shares; 2025Q4: 1,889 shares 1,889 $654K 0.17% +3 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: 2,252 shares; 2024Q4: 4,131 shares; 2025Q1: 4,276 shares; 2025Q2: 5,509 shares; 2025Q3: 5,512 shares; 2025Q4: 5,291 shares 5,291 $652K 0.17% -221 Timeline SYSB 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: 7,252 shares 7,252 $651K 0.17% new 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: 3,638 shares; 2025Q4: 3,638 shares 3,638 $647K 0.17% 0 Timeline SIZE 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: 3,978 shares; 2024Q4: 3,965 shares; 2025Q1: 3,965 shares; 2025Q2: 3,964 shares; 2025Q3: 3,964 shares; 2025Q4: 3,964 shares 3,964 $640K 0.16% 0 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: 5,770 shares; 2024Q4: 5,642 shares; 2025Q1: 5,319 shares; 2025Q2: 5,331 shares; 2025Q3: 5,341 shares; 2025Q4: 5,353 shares 5,353 $627K 0.16% +12 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,425 shares; 2024Q4: 12,425 shares; 2025Q1: 12,425 shares; 2025Q2: 12,425 shares; 2025Q3: 12,425 shares; 2025Q4: 13,587 shares 13,587 $597K 0.15% +1,162 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 8,608 shares; 2025Q2: 8,608 shares; 2025Q3: 8,465 shares; 2025Q4: 8,561 shares 8,561 $579K 0.15% +96 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,571 shares; 2025Q2: 1,594 shares; 2025Q3: 1,586 shares; 2025Q4: 1,595 shares 1,595 $547K 0.14% +9 Timeline TLT 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: 31,362 shares; 2024Q4: 38,151 shares; 2025Q1: 5,356 shares; 2025Q2: 5,235 shares; 2025Q3: 3,396 shares; 2025Q4: 6,097 shares 6,097 $531K 0.14% +2,701 Timeline FAUG 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $530K 0.14% 0 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,367 shares; 2024Q4: 15,398 shares; 2025Q1: 15,436 shares; 2025Q2: 15,477 shares; 2025Q3: 15,477 shares; 2025Q4: 15,477 shares 15,477 $527K 0.13% 0 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: 12,874 shares; 2024Q4: 12,916 shares; 2025Q1: 11,608 shares; 2025Q2: 9,300 shares; 2025Q3: 8,856 shares; 2025Q4: 8,627 shares 8,627 $519K 0.13% -229 Timeline JSCP 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: 20,246 shares; 2025Q1: 22,398 shares; 2025Q2: 26,197 shares; 2025Q3: 26,668 shares; 2025Q4: 10,782 shares 10,782 $513K 0.13% -15,886 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: 6,915 shares; 2024Q4: 6,559 shares; 2025Q1: 5,785 shares; 2025Q2: 5,687 shares; 2025Q3: 5,676 shares; 2025Q4: 5,700 shares 5,700 $510K 0.13% +24 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,934 shares; 2024Q4: 45,931 shares; 2025Q1: 48,473 shares; 2025Q2: 47,412 shares; 2025Q3: 9,088 shares; 2025Q4: 7,896 shares 7,896 $507K 0.13% -1,192 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $492K 0.13% 0 Timeline HELO 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: 5,548 shares; 2024Q4: 5,826 shares; 2025Q1: 6,093 shares; 2025Q2: 6,219 shares; 2025Q3: 6,510 shares; 2025Q4: 6,522 shares 6,522 $433K 0.11% +12 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,979 shares; 2024Q4: 9,979 shares; 2025Q1: 9,979 shares; 2025Q2: 9,979 shares; 2025Q3: 9,979 shares; 2025Q4: 9,979 shares 9,979 $418K 0.11% 0 Timeline DON 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: 8,223 shares; 2024Q4: 8,258 shares; 2025Q1: 8,287 shares; 2025Q2: 8,325 shares; 2025Q3: 8,357 shares; 2025Q4: 8,014 shares 8,014 $414K 0.11% -343 Timeline AOA 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: 4,276 shares; 2024Q4: 4,344 shares; 2025Q1: 4,250 shares; 2025Q2: 4,247 shares; 2025Q3: 4,491 shares; 2025Q4: 4,573 shares 4,573 $410K 0.1% +82 Timeline SUB 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: 4,360 shares; 2024Q4: 4,598 shares; 2025Q1: 4,333 shares; 2025Q2: 4,126 shares; 2025Q3: 4,143 shares; 2025Q4: 3,826 shares 3,826 $408K 0.1% -317 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,326 shares; 2024Q4: 10,552 shares; 2025Q1: 4,937 shares; 2025Q2: 4,934 shares; 2025Q3: 4,925 shares; 2025Q4: 7,846 shares 7,846 $397K 0.1% +2,921 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,389 shares; 2025Q4: 1,377 shares 1,377 $396K 0.1% -12 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: 1,638 shares; 2024Q4: 2,191 shares; 2025Q1: 2,163 shares; 2025Q2: 2,079 shares; 2025Q3: 2,588 shares; 2025Q4: 2,582 shares 2,582 $394K 0.1% -6 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: 2,159 shares; 2024Q4: 2,793 shares; 2025Q1: 2,742 shares; 2025Q2: 2,738 shares; 2025Q3: 2,746 shares; 2025Q4: 2,739 shares 2,739 $393K 0.1% -7 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,925 shares; 2024Q4: 6,925 shares; 2025Q1: 6,925 shares; 2025Q2: 6,925 shares; 2025Q3: 6,925 shares; 2025Q4: 6,925 shares 6,925 $381K 0.1% 0 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 9,715 shares 9,715 $379K 0.1% new Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,300 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares 8,300 $377K 0.1% 0 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: 3,359 shares; 2024Q4: 3,351 shares; 2025Q1: 3,352 shares; 2025Q2: 3,247 shares; 2025Q3: 3,247 shares; 2025Q4: 3,247 shares 3,247 $374K 0.1% 0 Timeline MAXJ 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: 12,865 shares; 2024Q4: 12,865 shares; 2025Q1: 12,944 shares; 2025Q2: 12,944 shares; 2025Q3: 12,944 shares; 2025Q4: 13,045 shares 13,045 $368K 0.09% +101 Timeline IWP 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,684 shares; 2025Q4: 2,684 shares 2,684 $368K 0.09% 0 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: 2,609 shares; 2024Q4: 2,628 shares; 2025Q1: 2,729 shares; 2025Q2: 2,732 shares; 2025Q3: 2,845 shares; 2025Q4: 813 shares 813 $366K 0.09% -2,032 Timeline GOVT 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: 15,755 shares; 2024Q4: 15,759 shares; 2025Q1: 15,662 shares; 2025Q2: 15,573 shares; 2025Q3: 15,577 shares; 2025Q4: 15,582 shares 15,582 $359K 0.09% +5 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,655 shares; 2025Q2: 11,401 shares; 2025Q3: 10,978 shares; 2025Q4: 7,328 shares 7,328 $357K 0.09% -3,650 Timeline PBJL PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 11,730 shares; 2025Q3: 11,730 shares; 2025Q4: 11,730 shares 11,730 $352K 0.09% 0 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,108 shares; 2024Q4: 10,108 shares; 2025Q1: 10,108 shares; 2025Q2: 10,108 shares; 2025Q3: 10,108 shares; 2025Q4: 10,108 shares 10,108 $347K 0.09% 0 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: 1,687 shares; 2024Q4: 1,623 shares; 2025Q1: 1,625 shares; 2025Q2: 1,655 shares; 2025Q3: 1,628 shares; 2025Q4: 1,629 shares 1,629 $343K 0.09% +1 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: 1,818 shares; 2024Q4: 1,845 shares; 2025Q1: 1,855 shares; 2025Q2: 1,864 shares; 2025Q3: 1,914 shares; 2025Q4: 1,109 shares 1,109 $339K 0.09% -805 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: 3,542 shares; 2024Q4: 4,140 shares; 2025Q1: 4,081 shares; 2025Q2: 4,022 shares; 2025Q3: 4,131 shares; 2025Q4: 4,187 shares 4,187 $336K 0.09% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397 shares; 2025Q4: 387 shares 387 $334K 0.09% -10 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: 1,330 shares; 2024Q4: 1,332 shares; 2025Q1: 1,334 shares; 2025Q2: 1,335 shares; 2025Q3: 1,337 shares; 2025Q4: 1,339 shares 1,339 $330K 0.08% +2 Timeline VLUE 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: 3,206 shares; 2024Q4: 3,303 shares; 2025Q1: 3,323 shares; 2025Q2: 3,344 shares; 2025Q3: 3,361 shares; 2025Q4: 2,398 shares 2,398 $328K 0.08% -963 Timeline IWS 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: 2,577 shares; 2024Q4: 2,577 shares; 2025Q1: 2,566 shares; 2025Q2: 2,272 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares 2,280 $322K 0.08% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,745 shares; 2024Q4: 9,787 shares; 2025Q1: 9,787 shares; 2025Q2: 8,191 shares; 2025Q3: 8,191 shares; 2025Q4: 8,191 shares 8,191 $320K 0.08% 0 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: 6,583 shares; 2024Q4: 6,640 shares; 2025Q1: 6,553 shares; 2025Q2: 6,573 shares; 2025Q3: 6,564 shares; 2025Q4: 4,612 shares 4,612 $304K 0.08% -1,952 Timeline GJAN 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: 16,100 shares; 2024Q4: 8,100 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 7,107 shares; 2025Q4: 7,107 shares 7,107 $304K 0.08% 0 Timeline PBDE PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 10,190 shares 10,190 $300K 0.08% new Timeline IXN 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: 2,986 shares; 2024Q4: 2,950 shares; 2025Q1: 2,950 shares; 2025Q2: 2,932 shares; 2025Q3: 2,898 shares; 2025Q4: 2,852 shares 2,852 $299K 0.08% -46 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,436 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,056 shares; 2025Q3: 3,176 shares; 2025Q4: 4,676 shares 4,676 $298K 0.08% +1,500 Timeline EFAV 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: 5,887 shares; 2024Q4: 5,803 shares; 2025Q1: 3,583 shares; 2025Q2: 3,406 shares; 2025Q3: 3,406 shares; 2025Q4: 3,434 shares 3,434 $296K 0.08% +28 Timeline DIVI 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: not reported; 2024Q4: 238,765 shares; 2025Q1: 105,891 shares; 2025Q2: 12,610 shares; 2025Q3: 7,991 shares; 2025Q4: 7,615 shares 7,615 $296K 0.08% -376 Timeline MEAR 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: 4,729 shares; 2025Q1: 4,753 shares; 2025Q2: 5,783 shares; 2025Q3: 5,824 shares; 2025Q4: 5,880 shares 5,880 $296K 0.08% +56 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: 4,334 shares; 2024Q4: 4,477 shares; 2025Q1: 4,477 shares; 2025Q2: 4,500 shares; 2025Q3: 4,518 shares; 2025Q4: 4,205 shares 4,205 $294K 0.08% -313 Timeline FNDB 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: 34,146 shares; 2025Q2: 11,188 shares; 2025Q3: 11,020 shares; 2025Q4: 11,020 shares 11,020 $293K 0.07% 0 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,877 shares; 2024Q4: 7,877 shares; 2025Q1: 7,877 shares; 2025Q2: 7,877 shares; 2025Q3: 7,877 shares; 2025Q4: 7,877 shares 7,877 $285K 0.07% 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: 3,490 shares; 2025Q4: 3,441 shares 3,441 $276K 0.07% -49 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,327 shares; 2025Q4: 1,287 shares 1,287 $266K 0.07% -40 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: 1,562 shares; 2024Q4: 1,559 shares; 2025Q1: 1,695 shares; 2025Q2: 1,740 shares; 2025Q3: 1,741 shares; 2025Q4: 1,850 shares 1,850 $266K 0.07% +109 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,240 shares; 2025Q1: 9,240 shares; 2025Q2: 9,240 shares; 2025Q3: 9,240 shares; 2025Q4: 9,240 shares 9,240 $263K 0.07% 0 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: 21,646 shares; 2024Q4: 16,086 shares; 2025Q1: 14,608 shares; 2025Q2: 11,529 shares; 2025Q3: 10,901 shares; 2025Q4: 10,571 shares 10,571 $263K 0.07% -330 Timeline GSEP 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: 6,615 shares; 2024Q4: 6,615 shares; 2025Q1: 6,615 shares; 2025Q2: 6,615 shares; 2025Q3: 6,615 shares; 2025Q4: 6,615 shares 6,615 $256K 0.07% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,262 shares; 2024Q4: 3,024 shares; 2025Q1: 3,037 shares; 2025Q2: 3,054 shares; 2025Q3: 3,069 shares; 2025Q4: 2,745 shares 2,745 $250K 0.06% -324 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,752 shares; 2025Q1: 5,752 shares; 2025Q2: 5,752 shares; 2025Q3: 5,752 shares; 2025Q4: 5,752 shares 5,752 $250K 0.06% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,313 shares; 2025Q1: 1,323 shares; 2025Q2: 1,334 shares; 2025Q3: 1,344 shares; 2025Q4: 1,353 shares 1,353 $246K 0.06% +9 Timeline MCK MCKESSON CORP More: the full row for MCKESSON 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: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $246K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 696 shares 696 $244K 0.06% new Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,610 shares; 2024Q4: 7,610 shares; 2025Q1: 7,610 shares; 2025Q2: 7,610 shares; 2025Q3: 7,610 shares; 2025Q4: 7,610 shares 7,610 $241K 0.06% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: not reported; 2025Q1: 2,919 shares; 2025Q2: 2,919 shares; 2025Q3: 3,064 shares; 2025Q4: 2,919 shares 2,919 $239K 0.06% -145 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: 2,419 shares; 2024Q4: 2,493 shares; 2025Q1: 2,406 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 1,925 shares 1,925 $231K 0.06% -490 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 337 shares; 2025Q4: 337 shares 337 $227K 0.06% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,034 shares 2,034 $227K 0.06% -66 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,017 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,467 shares; 2025Q3: 5,467 shares; 2025Q4: 5,467 shares 5,467 $214K 0.05% 0 Timeline IVOG 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: 1,753 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,757 shares; 2025Q4: 1,761 shares 1,761 $212K 0.05% +4 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG 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: 6,638 shares 6,638 $208K 0.05% new 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: 649 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 624 shares 624 $204K 0.05% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 415 shares 415 $202K 0.05% new Timeline BLNK BLINK CHARGING CO More: the full row for BLINK CHARGING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,035 shares; 2025Q2: 10,035 shares; 2025Q3: 10,035 shares; 2025Q4: 10,035 shares 10,035 $6.69K <0.01% 0 Timeline