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: 312,611 shares; 2024Q4: 327,645 shares; 2025Q1: 334,207 shares; 2025Q2: 347,593 shares; 2025Q3: 355,181 shares; 2025Q4: 357,391 shares 357,391 $20.5M 4.74% +2,210 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,692 shares; 2024Q4: 326,772 shares; 2025Q1: 370,005 shares; 2025Q2: 392,614 shares; 2025Q3: 401,732 shares; 2025Q4: 417,491 shares 417,491 $18.2M 4.22% +15,759 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,360 shares; 2024Q4: 172,945 shares; 2025Q1: 177,959 shares; 2025Q2: 186,009 shares; 2025Q3: 190,453 shares; 2025Q4: 196,586 shares 196,586 $11.4M 2.65% +6,133 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,399 shares; 2024Q4: 248,323 shares; 2025Q1: 241,108 shares; 2025Q2: 241,113 shares; 2025Q3: 245,110 shares; 2025Q4: 227,914 shares 227,914 $10.5M 2.43% -17,196 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 259,835 shares 259,835 $10.3M 2.38% new 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: 31,221 shares; 2024Q4: 31,496 shares; 2025Q1: 32,099 shares; 2025Q2: 38,182 shares; 2025Q3: 41,045 shares; 2025Q4: 35,036 shares 35,036 $9.52M 2.21% -6,009 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,294 shares; 2024Q4: 156,267 shares; 2025Q1: 176,777 shares; 2025Q2: 205,303 shares; 2025Q3: 244,357 shares; 2025Q4: 248,183 shares 248,183 $9.49M 2.2% +3,826 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: 9,413 shares; 2024Q4: 9,869 shares; 2025Q1: 11,228 shares; 2025Q2: 13,801 shares; 2025Q3: 14,955 shares; 2025Q4: 14,211 shares 14,211 $6.87M 1.59% -744 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: 33,053 shares; 2024Q4: 35,710 shares; 2025Q1: 74,633 shares; 2025Q2: 99,354 shares; 2025Q3: 112,249 shares; 2025Q4: 124,203 shares 124,203 $6.28M 1.46% +11,954 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: 31,580 shares; 2024Q4: 32,576 shares; 2025Q1: 29,457 shares; 2025Q2: 35,224 shares; 2025Q3: 34,236 shares; 2025Q4: 31,205 shares 31,205 $5.82M 1.35% -3,031 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,665 shares; 2024Q4: 27,000 shares; 2025Q1: 26,131 shares; 2025Q2: 26,952 shares; 2025Q3: 26,932 shares; 2025Q4: 25,031 shares 25,031 $5.5M 1.27% -1,901 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,173 shares; 2024Q4: 62,005 shares; 2025Q1: 84,138 shares; 2025Q2: 107,956 shares; 2025Q3: 117,696 shares; 2025Q4: 123,626 shares 123,626 $5.5M 1.27% +5,930 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: 18,570 shares; 2024Q4: 18,956 shares; 2025Q1: 21,477 shares; 2025Q2: 22,489 shares; 2025Q3: 23,168 shares; 2025Q4: 23,215 shares 23,215 $5.36M 1.24% +47 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: 7,168 shares; 2024Q4: 7,207 shares; 2025Q1: 7,248 shares; 2025Q2: 6,373 shares; 2025Q3: 6,407 shares; 2025Q4: 6,586 shares 6,586 $4.49M 1.04% +179 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: 55,380 shares; 2024Q4: 58,935 shares; 2025Q1: 62,525 shares; 2025Q2: 48,517 shares; 2025Q3: 51,569 shares; 2025Q4: 52,540 shares 52,540 $4.21M 0.98% +971 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,563 shares; 2024Q4: 36,193 shares; 2025Q1: 51,228 shares; 2025Q2: 55,749 shares; 2025Q3: 57,761 shares; 2025Q4: 59,522 shares 59,522 $4.13M 0.96% +1,761 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: 7,300 shares; 2024Q4: 7,359 shares; 2025Q1: 7,502 shares; 2025Q2: 9,137 shares; 2025Q3: 9,255 shares; 2025Q4: 9,013 shares 9,013 $4.05M 0.94% -242 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: 14,770 shares; 2024Q4: 15,497 shares; 2025Q1: 17,846 shares; 2025Q2: 19,155 shares; 2025Q3: 20,204 shares; 2025Q4: 20,704 shares 20,704 $3.95M 0.92% +500 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: 8,568 shares; 2024Q4: 9,360 shares; 2025Q1: 10,150 shares; 2025Q2: 10,177 shares; 2025Q3: 12,130 shares; 2025Q4: 12,578 shares 12,578 $3.94M 0.91% +448 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: 19,209 shares; 2024Q4: 20,465 shares; 2025Q1: 21,220 shares; 2025Q2: 22,189 shares; 2025Q3: 22,202 shares; 2025Q4: 19,177 shares 19,177 $3.81M 0.88% -3,025 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: 9,477 shares; 2024Q4: 9,657 shares; 2025Q1: 9,887 shares; 2025Q2: 13,147 shares; 2025Q3: 14,115 shares; 2025Q4: 11,564 shares 11,564 $3.73M 0.86% -2,551 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 9,311 shares; 2025Q1: 25,702 shares; 2025Q2: 46,587 shares; 2025Q3: 56,389 shares; 2025Q4: 64,975 shares 64,975 $3.25M 0.75% +8,586 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: 5,688 shares; 2024Q4: 4,307 shares; 2025Q1: 5,361 shares; 2025Q2: 4,782 shares; 2025Q3: 4,776 shares; 2025Q4: 4,618 shares 4,618 $3.16M 0.73% -158 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,751 shares; 2025Q2: 16,757 shares; 2025Q3: 41,400 shares; 2025Q4: 58,527 shares 58,527 $3.09M 0.72% +17,127 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,093 shares; 2024Q4: 7,972 shares; 2025Q1: 8,317 shares; 2025Q2: 8,265 shares; 2025Q3: 8,310 shares; 2025Q4: 8,429 shares 8,429 $2.96M 0.68% +119 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,683 shares; 2024Q4: 34,976 shares; 2025Q1: 54,399 shares; 2025Q2: 60,272 shares; 2025Q3: 57,970 shares; 2025Q4: 58,397 shares 58,397 $2.95M 0.68% +427 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 4,633 shares; 2025Q1: 4,633 shares; 2025Q2: 8,463 shares; 2025Q3: 14,007 shares; 2025Q4: 30,851 shares 30,851 $2.91M 0.67% +16,844 Timeline SFLR 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: 32,042 shares; 2024Q4: 39,492 shares; 2025Q1: 55,997 shares; 2025Q2: 64,547 shares; 2025Q3: 68,287 shares; 2025Q4: 73,593 shares 73,593 $2.71M 0.63% +5,306 Timeline CCEF 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: 80,176 shares; 2024Q4: 88,507 shares; 2025Q1: 87,937 shares; 2025Q2: 89,802 shares; 2025Q3: 90,914 shares; 2025Q4: 90,260 shares 90,260 $2.6M 0.6% -654 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,877 shares; 2024Q4: 37,895 shares; 2025Q1: 47,513 shares; 2025Q2: 46,335 shares; 2025Q3: 28,434 shares; 2025Q4: 28,460 shares 28,460 $2.6M 0.6% +26 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,831 shares; 2024Q4: 44,664 shares; 2025Q1: 52,945 shares; 2025Q2: 52,868 shares; 2025Q3: 52,868 shares; 2025Q4: 55,225 shares 55,225 $2.51M 0.58% +2,357 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,940 shares; 2024Q4: 259,166 shares; 2025Q1: 302,382 shares; 2025Q2: 356,136 shares; 2025Q3: 443,056 shares; 2025Q4: 92,042 shares 92,042 $2.46M 0.57% -351,014 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,571 shares; 2024Q4: 10,438 shares; 2025Q1: 11,182 shares; 2025Q2: 15,435 shares; 2025Q3: 23,677 shares; 2025Q4: 20,344 shares 20,344 $2.45M 0.57% -3,333 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: 17,832 shares; 2024Q4: 20,437 shares; 2025Q1: 20,047 shares; 2025Q2: 19,655 shares; 2025Q3: 19,389 shares; 2025Q4: 19,446 shares 19,446 $2.4M 0.56% +57 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: 7,175 shares; 2024Q4: 7,171 shares; 2025Q1: 7,061 shares; 2025Q2: 7,230 shares; 2025Q3: 7,719 shares; 2025Q4: 7,576 shares 7,576 $2.32M 0.54% -143 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: 3,123 shares; 2024Q4: 3,558 shares; 2025Q1: 4,142 shares; 2025Q2: 4,224 shares; 2025Q3: 6,574 shares; 2025Q4: 6,677 shares 6,677 $2.31M 0.54% +103 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: 2,633 shares; 2024Q4: 2,764 shares; 2025Q1: 3,115 shares; 2025Q2: 3,246 shares; 2025Q3: 3,339 shares; 2025Q4: 3,446 shares 3,446 $2.27M 0.53% +107 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,726 shares; 2025Q2: 23,345 shares; 2025Q3: 33,670 shares; 2025Q4: 48,945 shares 48,945 $2.17M 0.5% +15,275 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: 4,202 shares; 2024Q4: 4,630 shares; 2025Q1: 5,112 shares; 2025Q2: 4,415 shares; 2025Q3: 4,430 shares; 2025Q4: 4,479 shares 4,479 $2.12M 0.49% +49 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,564 shares; 2024Q4: 30,417 shares; 2025Q1: 44,891 shares; 2025Q2: 52,198 shares; 2025Q3: 54,555 shares; 2025Q4: 61,039 shares 61,039 $2.12M 0.49% +6,484 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,774 shares; 2024Q4: 36,579 shares; 2025Q1: 36,855 shares; 2025Q2: 37,290 shares; 2025Q3: 36,961 shares; 2025Q4: 34,930 shares 34,930 $2.09M 0.48% -2,031 Timeline AOM 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: 45,330 shares; 2024Q4: 45,292 shares; 2025Q1: 44,175 shares; 2025Q2: 43,451 shares; 2025Q3: 43,587 shares; 2025Q4: 43,727 shares 43,727 $2.09M 0.48% +140 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: 21,801 shares; 2024Q4: 25,060 shares; 2025Q1: 26,457 shares; 2025Q2: 29,109 shares; 2025Q3: 32,400 shares; 2025Q4: 34,031 shares 34,031 $2.07M 0.48% +1,631 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,071 shares; 2024Q4: 5,474 shares; 2025Q1: 5,252 shares; 2025Q2: 6,725 shares; 2025Q3: 20,479 shares; 2025Q4: 19,522 shares 19,522 $2.05M 0.48% -957 Timeline ILCG 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: 19,549 shares; 2024Q4: 19,618 shares; 2025Q1: 19,422 shares; 2025Q2: 19,425 shares; 2025Q3: 19,428 shares; 2025Q4: 19,279 shares 19,279 $2.01M 0.46% -149 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,624 shares; 2024Q4: 13,255 shares; 2025Q1: 13,990 shares; 2025Q2: 14,469 shares; 2025Q3: 14,379 shares; 2025Q4: 13,954 shares 13,954 $2M 0.46% -425 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 9,336 shares; 2025Q2: 27,266 shares; 2025Q3: 42,852 shares; 2025Q4: 52,332 shares 52,332 $1.91M 0.44% +9,480 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,207 shares; 2024Q4: 16,572 shares; 2025Q1: 33,297 shares; 2025Q2: 39,511 shares; 2025Q3: 42,537 shares; 2025Q4: 50,198 shares 50,198 $1.91M 0.44% +7,661 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: 14,854 shares; 2024Q4: 26,510 shares; 2025Q1: 26,591 shares; 2025Q2: 27,075 shares; 2025Q3: 27,010 shares; 2025Q4: 26,708 shares 26,708 $1.87M 0.43% -302 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,258 shares; 2024Q4: 2,258 shares; 2025Q1: 2,193 shares; 2025Q2: 2,154 shares; 2025Q3: 2,158 shares; 2025Q4: 2,110 shares 2,110 $1.85M 0.43% -48 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: 6,457 shares; 2024Q4: 7,109 shares; 2025Q1: 8,706 shares; 2025Q2: 9,636 shares; 2025Q3: 10,574 shares; 2025Q4: 9,606 shares 9,606 $1.84M 0.43% -968 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: 1,401 shares; 2024Q4: 1,493 shares; 2025Q1: 2,387 shares; 2025Q2: 2,709 shares; 2025Q3: 2,975 shares; 2025Q4: 2,940 shares 2,940 $1.81M 0.42% -35 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 3,007 shares; 2025Q1: 3,798 shares; 2025Q2: 6,492 shares; 2025Q3: 14,714 shares; 2025Q4: 15,699 shares 15,699 $1.8M 0.42% +985 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: 2,153 shares; 2024Q4: 2,127 shares; 2025Q1: 2,331 shares; 2025Q2: 2,335 shares; 2025Q3: 2,336 shares; 2025Q4: 2,344 shares 2,344 $1.77M 0.41% +8 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,048 shares; 2024Q4: 9,778 shares; 2025Q1: 10,163 shares; 2025Q2: 10,456 shares; 2025Q3: 10,455 shares; 2025Q4: 10,269 shares 10,269 $1.76M 0.41% -186 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,686 shares; 2025Q1: 4,862 shares; 2025Q2: 5,551 shares; 2025Q3: 5,966 shares; 2025Q4: 8,106 shares 8,106 $1.72M 0.4% +2,140 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: 11,283 shares; 2024Q4: 11,234 shares; 2025Q1: 11,628 shares; 2025Q2: 12,134 shares; 2025Q3: 11,685 shares; 2025Q4: 11,540 shares 11,540 $1.72M 0.4% -145 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,139 shares; 2024Q4: 22,938 shares; 2025Q1: 19,525 shares; 2025Q2: 27,829 shares; 2025Q3: 25,377 shares; 2025Q4: 23,972 shares 23,972 $1.71M 0.4% -1,405 Timeline FPEI 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: 32,935 shares; 2024Q4: 45,196 shares; 2025Q1: 58,531 shares; 2025Q2: 70,163 shares; 2025Q3: 69,839 shares; 2025Q4: 87,462 shares 87,462 $1.7M 0.39% +17,623 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,904 shares; 2024Q4: 34,997 shares; 2025Q1: 34,942 shares; 2025Q2: 33,977 shares; 2025Q3: 34,861 shares; 2025Q4: 34,246 shares 34,246 $1.64M 0.38% -615 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,493 shares; 2024Q4: 39,815 shares; 2025Q1: 36,338 shares; 2025Q2: 37,062 shares; 2025Q3: 34,892 shares; 2025Q4: 34,268 shares 34,268 $1.6M 0.37% -624 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,939 shares; 2025Q2: 12,874 shares; 2025Q3: 19,098 shares; 2025Q4: 29,951 shares 29,951 $1.58M 0.37% +10,853 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,808 shares; 2024Q4: 25,899 shares; 2025Q1: 42,096 shares; 2025Q2: 53,156 shares; 2025Q3: 40,905 shares; 2025Q4: 40,789 shares 40,789 $1.56M 0.36% -116 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,914 shares; 2024Q4: 22,055 shares; 2025Q1: 31,532 shares; 2025Q2: 39,538 shares; 2025Q3: 42,960 shares; 2025Q4: 43,297 shares 43,297 $1.53M 0.35% +337 Timeline XLG 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: not reported; 2025Q1: 8,195 shares; 2025Q2: 12,526 shares; 2025Q3: 24,111 shares; 2025Q4: 25,713 shares 25,713 $1.52M 0.35% +1,602 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: 34,330 shares; 2024Q4: 33,945 shares; 2025Q1: 33,945 shares; 2025Q2: 33,345 shares; 2025Q3: 33,345 shares; 2025Q4: 34,511 shares 34,511 $1.52M 0.35% +1,166 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: 4,481 shares; 2025Q1: 6,614 shares; 2025Q2: 8,224 shares; 2025Q3: 8,270 shares; 2025Q4: 8,482 shares 8,482 $1.51M 0.35% +212 Timeline SCHO 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: 26,586 shares; 2024Q4: 52,757 shares; 2025Q1: 51,002 shares; 2025Q2: 51,447 shares; 2025Q3: 47,873 shares; 2025Q4: 61,048 shares 61,048 $1.49M 0.34% +13,175 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,133 shares; 2024Q4: 3,178 shares; 2025Q1: 3,092 shares; 2025Q2: 4,241 shares; 2025Q3: 11,800 shares; 2025Q4: 11,570 shares 11,570 $1.48M 0.34% -230 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: 2,462 shares; 2024Q4: 2,689 shares; 2025Q1: 3,100 shares; 2025Q2: 3,011 shares; 2025Q3: 3,139 shares; 2025Q4: 2,902 shares 2,902 $1.46M 0.34% -237 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: 1,717 shares; 2024Q4: 2,335 shares; 2025Q1: 2,975 shares; 2025Q2: 3,191 shares; 2025Q3: 3,475 shares; 2025Q4: 4,120 shares 4,120 $1.41M 0.33% +645 Timeline SCHZ 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: 19,903 shares; 2024Q4: 46,894 shares; 2025Q1: 53,238 shares; 2025Q2: 57,925 shares; 2025Q3: 59,400 shares; 2025Q4: 60,073 shares 60,073 $1.4M 0.33% +673 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: 12,257 shares; 2024Q4: 12,445 shares; 2025Q1: 12,368 shares; 2025Q2: 12,627 shares; 2025Q3: 13,057 shares; 2025Q4: 12,587 shares 12,587 $1.4M 0.32% -470 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,934 shares; 2024Q4: 17,899 shares; 2025Q1: 15,703 shares; 2025Q2: 16,183 shares; 2025Q3: 16,186 shares; 2025Q4: 15,071 shares 15,071 $1.39M 0.32% -1,115 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: 2,188 shares; 2024Q4: 2,246 shares; 2025Q1: 2,220 shares; 2025Q2: 2,684 shares; 2025Q3: 2,978 shares; 2025Q4: 9,577 shares 9,577 $1.37M 0.32% +6,599 Timeline BAUG 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: 26,571 shares; 2024Q4: 26,571 shares; 2025Q1: 26,571 shares; 2025Q2: 24,256 shares; 2025Q3: 23,706 shares; 2025Q4: 27,071 shares 27,071 $1.35M 0.31% +3,365 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: not reported; 2024Q4: not reported; 2025Q1: 1,343 shares; 2025Q2: 9,032 shares; 2025Q3: 9,452 shares; 2025Q4: 8,880 shares 8,880 $1.35M 0.31% -572 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: 2,367 shares; 2024Q4: 2,593 shares; 2025Q1: 3,090 shares; 2025Q2: 2,568 shares; 2025Q3: 2,620 shares; 2025Q4: 2,744 shares 2,744 $1.34M 0.31% +124 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,385 shares; 2024Q4: 35,104 shares; 2025Q1: 37,635 shares; 2025Q2: 33,586 shares; 2025Q3: 28,135 shares; 2025Q4: 28,620 shares 28,620 $1.33M 0.31% +485 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: 2,648 shares; 2024Q4: 2,859 shares; 2025Q1: 3,101 shares; 2025Q2: 3,413 shares; 2025Q3: 9,494 shares; 2025Q4: 9,098 shares 9,098 $1.3M 0.3% -396 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,535 shares; 2024Q4: 17,393 shares; 2025Q1: 18,735 shares; 2025Q2: 18,363 shares; 2025Q3: 17,942 shares; 2025Q4: 18,645 shares 18,645 $1.3M 0.3% +703 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,519 shares; 2024Q4: 15,899 shares; 2025Q1: 15,540 shares; 2025Q2: 16,629 shares; 2025Q3: 17,556 shares; 2025Q4: 18,015 shares 18,015 $1.29M 0.3% +459 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,406 shares; 2024Q4: 3,478 shares; 2025Q1: 2,923 shares; 2025Q2: 2,716 shares; 2025Q3: 2,725 shares; 2025Q4: 2,714 shares 2,714 $1.27M 0.29% -11 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: 44,529 shares; 2024Q4: 41,363 shares; 2025Q1: 48,437 shares; 2025Q2: 53,664 shares; 2025Q3: 53,667 shares; 2025Q4: 49,862 shares 49,862 $1.24M 0.29% -3,805 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,293 shares; 2024Q4: 14,647 shares; 2025Q1: 14,347 shares; 2025Q2: 5,757 shares; 2025Q3: 5,772 shares; 2025Q4: 5,787 shares 5,787 $1.19M 0.28% +15 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,453 shares; 2024Q4: 6,483 shares; 2025Q1: 6,339 shares; 2025Q2: 33,310 shares; 2025Q3: 33,346 shares; 2025Q4: 26,423 shares 26,423 $1.18M 0.27% -6,923 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,102 shares; 2024Q4: 20,732 shares; 2025Q1: 20,772 shares; 2025Q2: 22,806 shares; 2025Q3: 22,881 shares; 2025Q4: 20,489 shares 20,489 $1.18M 0.27% -2,392 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 12,816 shares; 2025Q1: 12,006 shares; 2025Q2: 12,516 shares; 2025Q3: 12,530 shares; 2025Q4: 12,659 shares 12,659 $1.18M 0.27% +129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,063 shares 22,063 $1.18M 0.27% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 1,957 shares; 2025Q1: 1,979 shares; 2025Q2: 2,064 shares; 2025Q3: 2,033 shares; 2025Q4: 2,041 shares 2,041 $1.17M 0.27% +8 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: 2,591 shares; 2024Q4: 2,700 shares; 2025Q1: 2,346 shares; 2025Q2: 1,976 shares; 2025Q3: 1,978 shares; 2025Q4: 1,864 shares 1,864 $1.17M 0.27% -114 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: 4,039 shares; 2025Q1: 4,011 shares; 2025Q2: 4,013 shares; 2025Q3: 3,995 shares; 2025Q4: 7,989 shares 7,989 $1.15M 0.27% +3,994 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 16,933 shares; 2025Q1: 49,774 shares; 2025Q2: 42,778 shares; 2025Q3: 38,694 shares; 2025Q4: 35,252 shares 35,252 $1.15M 0.27% -3,442 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,565 shares; 2024Q4: 5,680 shares; 2025Q1: 5,703 shares; 2025Q2: 4,724 shares; 2025Q3: 4,682 shares; 2025Q4: 9,365 shares 9,365 $1.12M 0.26% +4,683 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,169 shares; 2024Q4: 7,561 shares; 2025Q1: 14,242 shares; 2025Q2: 19,547 shares; 2025Q3: 20,687 shares; 2025Q4: 22,296 shares 22,296 $1.11M 0.26% +1,609 Timeline EPS 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: 6,925 shares; 2024Q4: 9,854 shares; 2025Q1: 23,748 shares; 2025Q2: 20,361 shares; 2025Q3: 17,507 shares; 2025Q4: 15,543 shares 15,543 $1.1M 0.26% -1,964 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: 4,179 shares; 2024Q4: 3,924 shares; 2025Q1: 4,098 shares; 2025Q2: 3,493 shares; 2025Q3: 3,574 shares; 2025Q4: 3,485 shares 3,485 $1.09M 0.25% -89 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,185 shares; 2025Q3: 18,774 shares; 2025Q4: 21,739 shares 21,739 $1.09M 0.25% +2,965 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: 8,729 shares; 2024Q4: 8,936 shares; 2025Q1: 9,007 shares; 2025Q2: 10,695 shares; 2025Q3: 10,990 shares; 2025Q4: 9,463 shares 9,463 $1.08M 0.25% -1,527 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,812 shares; 2025Q1: 9,945 shares; 2025Q2: 10,476 shares; 2025Q3: 10,506 shares; 2025Q4: 9,316 shares 9,316 $1.07M 0.25% -1,190 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US 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: 815 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,279 shares 5,279 $1.07M 0.25% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,742 shares; 2024Q4: 8,000 shares; 2025Q1: 7,876 shares; 2025Q2: 7,290 shares; 2025Q3: 7,320 shares; 2025Q4: 7,559 shares 7,559 $1.07M 0.25% +239 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,200 shares; 2025Q3: 11,949 shares; 2025Q4: 24,677 shares 24,677 $1.06M 0.25% +12,728 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,591 shares; 2024Q4: 26,496 shares; 2025Q1: 24,188 shares; 2025Q2: 15,045 shares; 2025Q3: 14,673 shares; 2025Q4: 14,269 shares 14,269 $1.06M 0.25% -404 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: 4,141 shares; 2024Q4: 5,812 shares; 2025Q1: 7,288 shares; 2025Q2: 10,288 shares; 2025Q3: 11,487 shares; 2025Q4: 12,908 shares 12,908 $1.05M 0.24% +1,421 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,095 shares; 2024Q4: 20,469 shares; 2025Q1: 19,558 shares; 2025Q2: 19,693 shares; 2025Q3: 19,637 shares; 2025Q4: 19,374 shares 19,374 $1.05M 0.24% -263 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: 5,212 shares; 2024Q4: 5,681 shares; 2025Q1: 8,061 shares; 2025Q2: 15,820 shares; 2025Q3: 15,152 shares; 2025Q4: 15,460 shares 15,460 $1.04M 0.24% +308 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: 11,429 shares; 2024Q4: 11,454 shares; 2025Q1: 9,899 shares; 2025Q2: 9,867 shares; 2025Q3: 10,757 shares; 2025Q4: 11,456 shares 11,456 $1.02M 0.24% +699 Timeline CAIE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,335 shares; 2025Q4: 38,174 shares 38,174 $1.02M 0.24% +12,839 Timeline XTEN 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: 8,414 shares; 2025Q2: 19,956 shares; 2025Q3: 21,214 shares; 2025Q4: 22,069 shares 22,069 $1.02M 0.24% +855 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: 5,919 shares; 2024Q4: 8,099 shares; 2025Q1: 10,261 shares; 2025Q2: 13,087 shares; 2025Q3: 18,158 shares; 2025Q4: 19,319 shares 19,319 $1.02M 0.24% +1,161 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,320 shares; 2025Q2: 18,505 shares; 2025Q3: 18,495 shares; 2025Q4: 17,720 shares 17,720 $1.02M 0.24% -775 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: 23,830 shares; 2024Q4: 25,493 shares; 2025Q1: 25,708 shares; 2025Q2: 28,417 shares; 2025Q3: 28,419 shares; 2025Q4: 24,825 shares 24,825 $1.01M 0.23% -3,594 Timeline LOW LOWES COS INC More: the full row for LOWES COS 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: 4,115 shares 4,115 $992K 0.23% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,292 shares; 2024Q4: 4,388 shares; 2025Q1: 4,783 shares; 2025Q2: 5,974 shares; 2025Q3: 5,554 shares; 2025Q4: 5,079 shares 5,079 $990K 0.23% -475 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,438 shares; 2024Q4: 5,454 shares; 2025Q1: 5,227 shares; 2025Q2: 4,710 shares; 2025Q3: 4,633 shares; 2025Q4: 4,600 shares 4,600 $974K 0.23% -33 Timeline IGRO 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: 9,806 shares; 2024Q4: 9,381 shares; 2025Q1: 10,691 shares; 2025Q2: 10,914 shares; 2025Q3: 11,425 shares; 2025Q4: 11,758 shares 11,758 $973K 0.23% +333 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,634 shares; 2024Q4: 15,938 shares; 2025Q1: 17,564 shares; 2025Q2: 17,544 shares; 2025Q3: 17,547 shares; 2025Q4: 17,747 shares 17,747 $972K 0.23% +200 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,045 shares; 2024Q4: 21,365 shares; 2025Q1: 21,280 shares; 2025Q2: 21,722 shares; 2025Q3: 8,390 shares; 2025Q4: 8,204 shares 8,204 $957K 0.22% -186 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 1,852 shares; 2025Q1: 1,832 shares; 2025Q2: 1,597 shares; 2025Q3: 1,601 shares; 2025Q4: 1,586 shares 1,586 $957K 0.22% -15 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,736 shares; 2024Q4: 9,256 shares; 2025Q1: 10,277 shares; 2025Q2: 10,277 shares; 2025Q3: 10,288 shares; 2025Q4: 9,888 shares 9,888 $950K 0.22% -400 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,219 shares; 2025Q2: 14,391 shares; 2025Q3: 16,024 shares; 2025Q4: 17,601 shares 17,601 $946K 0.22% +1,577 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: 4,626 shares; 2024Q4: 4,975 shares; 2025Q1: 4,972 shares; 2025Q2: 7,235 shares; 2025Q3: 8,908 shares; 2025Q4: 9,400 shares 9,400 $939K 0.22% +492 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,879 shares; 2024Q4: 65,935 shares; 2025Q1: 64,357 shares; 2025Q2: 92,209 shares; 2025Q3: 91,102 shares; 2025Q4: 62,648 shares 62,648 $928K 0.21% -28,454 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 8,667 shares; 2025Q1: 14,984 shares; 2025Q2: 12,650 shares; 2025Q3: 11,430 shares; 2025Q4: 10,316 shares 10,316 $923K 0.21% -1,114 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,748 shares; 2024Q4: 11,040 shares; 2025Q1: 23,833 shares; 2025Q2: 32,244 shares; 2025Q3: 22,998 shares; 2025Q4: 20,733 shares 20,733 $907K 0.21% -2,265 Timeline IWR 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: 10,415 shares; 2024Q4: 10,273 shares; 2025Q1: 9,320 shares; 2025Q2: 9,423 shares; 2025Q3: 9,431 shares; 2025Q4: 9,389 shares 9,389 $904K 0.21% -42 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,368 shares; 2024Q4: 8,704 shares; 2025Q1: 8,767 shares; 2025Q2: 9,172 shares; 2025Q3: 9,798 shares; 2025Q4: 3,918 shares 3,918 $895K 0.21% -5,880 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: 17,721 shares; 2024Q4: 16,391 shares; 2025Q1: 16,391 shares; 2025Q2: 15,186 shares; 2025Q3: 23,936 shares; 2025Q4: 20,406 shares 20,406 $892K 0.21% -3,530 Timeline BJUN 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: 11,405 shares; 2024Q4: 11,405 shares; 2025Q1: 11,405 shares; 2025Q2: 19,015 shares; 2025Q3: 19,015 shares; 2025Q4: 19,015 shares 19,015 $889K 0.21% 0 Timeline EPI 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: 20,337 shares; 2024Q4: 21,689 shares; 2025Q1: 22,451 shares; 2025Q2: 25,173 shares; 2025Q3: 25,543 shares; 2025Q4: 19,078 shares 19,078 $883K 0.2% -6,465 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,830 shares; 2024Q4: 22,792 shares; 2025Q1: 24,961 shares; 2025Q2: 24,961 shares; 2025Q3: 24,961 shares; 2025Q4: 22,285 shares 22,285 $882K 0.2% -2,676 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,896 shares; 2025Q3: 3,107 shares; 2025Q4: 6,631 shares 6,631 $878K 0.2% +3,524 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,583 shares; 2024Q4: 14,464 shares; 2025Q1: 14,377 shares; 2025Q2: 14,262 shares; 2025Q3: 13,836 shares; 2025Q4: 10,543 shares 10,543 $875K 0.2% -3,293 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,505 shares 8,505 $871K 0.2% new Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,844 shares; 2024Q4: 35,763 shares; 2025Q1: 36,121 shares; 2025Q2: 36,646 shares; 2025Q3: 37,092 shares; 2025Q4: 37,833 shares 37,833 $864K 0.2% +741 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,200 shares; 2025Q1: 1,829 shares; 2025Q2: 3,377 shares; 2025Q3: 3,128 shares; 2025Q4: 2,801 shares 2,801 $863K 0.2% -327 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,030 shares; 2024Q4: 10,906 shares; 2025Q1: 11,103 shares; 2025Q2: 11,841 shares; 2025Q3: 11,712 shares; 2025Q4: 10,841 shares 10,841 $857K 0.2% -871 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 3,559 shares; 2025Q1: 3,506 shares; 2025Q2: 2,778 shares; 2025Q3: 2,792 shares; 2025Q4: 2,812 shares 2,812 $847K 0.2% +20 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: 90,013 shares; 2024Q4: 29,646 shares; 2025Q1: 29,224 shares; 2025Q2: 48,785 shares; 2025Q3: 51,322 shares; 2025Q4: 33,369 shares 33,369 $829K 0.19% -17,953 Timeline BUFF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,832 shares; 2025Q3: 15,784 shares; 2025Q4: 16,311 shares 16,311 $813K 0.19% +527 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: 20,476 shares; 2024Q4: 20,476 shares; 2025Q1: 20,476 shares; 2025Q2: 18,656 shares; 2025Q3: 18,656 shares; 2025Q4: 18,656 shares 18,656 $807K 0.19% 0 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,520 shares; 2025Q3: 8,296 shares; 2025Q4: 19,195 shares 19,195 $797K 0.18% +10,899 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,198 shares; 2024Q4: 8,301 shares; 2025Q1: 4,549 shares; 2025Q2: 5,170 shares; 2025Q3: 5,204 shares; 2025Q4: 6,649 shares 6,649 $793K 0.18% +1,445 Timeline USMF 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: 9,514 shares; 2024Q4: 12,437 shares; 2025Q1: 21,183 shares; 2025Q2: 18,203 shares; 2025Q3: 17,095 shares; 2025Q4: 15,207 shares 15,207 $780K 0.18% -1,888 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 4,915 shares; 2025Q2: 8,007 shares; 2025Q3: 9,439 shares; 2025Q4: 15,085 shares 15,085 $777K 0.18% +5,646 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,661 shares; 2025Q1: 13,351 shares; 2025Q2: 20,596 shares; 2025Q3: 21,878 shares; 2025Q4: 23,219 shares 23,219 $768K 0.18% +1,341 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: 3,331 shares; 2024Q4: 10,953 shares; 2025Q1: 21,667 shares; 2025Q2: 27,703 shares; 2025Q3: 29,612 shares; 2025Q4: 27,961 shares 27,961 $767K 0.18% -1,651 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,560 shares; 2024Q4: 8,156 shares; 2025Q1: 9,455 shares; 2025Q2: 10,308 shares; 2025Q3: 10,411 shares; 2025Q4: 9,911 shares 9,911 $762K 0.18% -500 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,366 shares; 2025Q3: 6,366 shares; 2025Q4: 6,046 shares 6,046 $761K 0.18% -320 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,984 shares; 2024Q4: 2,985 shares; 2025Q1: 2,987 shares; 2025Q2: 2,334 shares; 2025Q3: 2,335 shares; 2025Q4: 2,336 shares 2,336 $751K 0.17% +1 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,285 shares; 2025Q1: 1,378 shares; 2025Q2: 1,421 shares; 2025Q3: 1,418 shares; 2025Q4: 8,008 shares 8,008 $751K 0.17% +6,590 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,614 shares; 2025Q1: 1,644 shares; 2025Q2: 1,880 shares; 2025Q3: 2,257 shares; 2025Q4: 2,177 shares 2,177 $749K 0.17% -80 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: 11,255 shares; 2024Q4: 11,502 shares; 2025Q1: 9,918 shares; 2025Q2: 10,046 shares; 2025Q3: 9,977 shares; 2025Q4: 7,947 shares 7,947 $748K 0.17% -2,030 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,157 shares; 2024Q4: 5,107 shares; 2025Q1: 5,323 shares; 2025Q2: 5,442 shares; 2025Q3: 5,442 shares; 2025Q4: 5,087 shares 5,087 $746K 0.17% -355 Timeline MBB 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: 6,173 shares; 2024Q4: 7,716 shares; 2025Q1: 6,989 shares; 2025Q2: 7,604 shares; 2025Q3: 7,590 shares; 2025Q4: 7,717 shares 7,717 $735K 0.17% +127 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD 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: 5,572 shares; 2025Q2: 5,938 shares; 2025Q3: 8,478 shares; 2025Q4: 8,522 shares 8,522 $728K 0.17% +44 Timeline BNOV 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: 11,131 shares; 2024Q4: 12,344 shares; 2025Q1: 12,294 shares; 2025Q2: 12,294 shares; 2025Q3: 12,044 shares; 2025Q4: 16,314 shares 16,314 $725K 0.17% +4,270 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,037 shares; 2024Q4: 6,455 shares; 2025Q1: 6,485 shares; 2025Q2: 6,508 shares; 2025Q3: 6,487 shares; 2025Q4: 6,459 shares 6,459 $725K 0.17% -28 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,534 shares; 2024Q4: 22,580 shares; 2025Q1: 21,096 shares; 2025Q2: 20,108 shares; 2025Q3: 20,054 shares; 2025Q4: 17,919 shares 17,919 $721K 0.17% -2,135 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,769 shares; 2024Q4: 5,328 shares; 2025Q1: 5,555 shares; 2025Q2: 5,554 shares; 2025Q3: 5,569 shares; 2025Q4: 6,098 shares 6,098 $718K 0.17% +529 Timeline AOR 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: 9,255 shares; 2024Q4: 9,511 shares; 2025Q1: 9,639 shares; 2025Q2: 10,399 shares; 2025Q3: 10,517 shares; 2025Q4: 10,971 shares 10,971 $713K 0.17% +454 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: 5,526 shares; 2024Q4: 5,661 shares; 2025Q1: 7,552 shares; 2025Q2: 7,780 shares; 2025Q3: 6,563 shares; 2025Q4: 5,903 shares 5,903 $709K 0.16% -660 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,719 shares; 2025Q2: 10,062 shares; 2025Q3: 11,050 shares; 2025Q4: 11,903 shares 11,903 $709K 0.16% +853 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,361 shares; 2025Q3: 18,850 shares; 2025Q4: 21,174 shares 21,174 $705K 0.16% +2,324 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK 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: 7,229 shares; 2025Q2: 7,373 shares; 2025Q3: 7,272 shares; 2025Q4: 6,927 shares 6,927 $699K 0.16% -345 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,168 shares; 2024Q4: 24,647 shares; 2025Q1: 20,995 shares; 2025Q2: 21,009 shares; 2025Q3: 20,720 shares; 2025Q4: 20,205 shares 20,205 $696K 0.16% -515 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: 272 shares; 2024Q4: 280 shares; 2025Q1: 372 shares; 2025Q2: 435 shares; 2025Q3: 474 shares; 2025Q4: 639 shares 639 $687K 0.16% +165 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,529 shares; 2024Q4: 34,128 shares; 2025Q1: 37,524 shares; 2025Q2: 38,277 shares; 2025Q3: 35,975 shares; 2025Q4: 37,985 shares 37,985 $673K 0.16% +2,010 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: not reported; 2025Q2: 14,838 shares; 2025Q3: 16,111 shares; 2025Q4: 17,442 shares 17,442 $673K 0.16% +1,331 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: 8,438 shares; 2024Q4: 8,154 shares; 2025Q1: 8,628 shares; 2025Q2: 8,703 shares; 2025Q3: 3,180 shares; 2025Q4: 3,242 shares 3,242 $671K 0.16% +62 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 7,582 shares; 2025Q3: 9,842 shares; 2025Q4: 17,539 shares 17,539 $663K 0.15% +7,697 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES 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: 6,288 shares; 2025Q4: 8,673 shares 8,673 $654K 0.15% +2,385 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,197 shares; 2025Q1: 1,204 shares; 2025Q2: 1,934 shares; 2025Q3: 2,640 shares; 2025Q4: 2,048 shares 2,048 $652K 0.15% -592 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,105 shares; 2025Q4: 8,461 shares 8,461 $652K 0.15% +3,356 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,456 shares; 2024Q4: 1,398 shares; 2025Q1: 1,570 shares; 2025Q2: 2,172 shares; 2025Q3: 2,253 shares; 2025Q4: 2,152 shares 2,152 $637K 0.15% -101 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: 15,706 shares; 2024Q4: 16,336 shares; 2025Q1: 13,726 shares; 2025Q2: 14,706 shares; 2025Q3: 14,658 shares; 2025Q4: 12,956 shares 12,956 $632K 0.15% -1,702 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,163 shares; 2024Q4: 4,178 shares; 2025Q1: 4,116 shares; 2025Q2: 3,915 shares; 2025Q3: 3,992 shares; 2025Q4: 4,064 shares 4,064 $630K 0.15% +72 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: 3,465 shares; 2024Q4: 2,980 shares; 2025Q1: 2,981 shares; 2025Q2: 2,981 shares; 2025Q3: 2,982 shares; 2025Q4: 2,982 shares 2,982 $630K 0.15% 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: 10,158 shares; 2024Q4: 9,709 shares; 2025Q1: 11,038 shares; 2025Q2: 10,336 shares; 2025Q3: 10,359 shares; 2025Q4: 10,047 shares 10,047 $628K 0.15% -312 Timeline PWB 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: 4,980 shares; 2024Q4: 4,980 shares; 2025Q1: 4,980 shares; 2025Q2: 5,105 shares; 2025Q3: 5,050 shares; 2025Q4: 4,925 shares 4,925 $626K 0.15% -125 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,770 shares; 2025Q3: 14,770 shares; 2025Q4: 14,770 shares 14,770 $610K 0.14% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,093 shares; 2025Q4: 2,260 shares 2,260 $606K 0.14% +167 Timeline AGGY 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: 12,765 shares; 2024Q4: 18,372 shares; 2025Q1: 25,361 shares; 2025Q2: 19,159 shares; 2025Q3: 15,938 shares; 2025Q4: 13,731 shares 13,731 $605K 0.14% -2,207 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: 3,093 shares; 2024Q4: 3,175 shares; 2025Q1: 3,458 shares; 2025Q2: 1,855 shares; 2025Q3: 1,962 shares; 2025Q4: 2,099 shares 2,099 $599K 0.14% +137 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,101 shares; 2025Q1: 2,182 shares; 2025Q2: 1,908 shares; 2025Q3: 1,925 shares; 2025Q4: 2,246 shares 2,246 $595K 0.14% +321 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,544 shares; 2025Q1: 9,266 shares; 2025Q2: 7,516 shares; 2025Q3: 6,974 shares; 2025Q4: 13,210 shares 13,210 $591K 0.14% +6,236 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,013 shares; 2025Q1: 1,558 shares; 2025Q2: 1,486 shares; 2025Q3: 1,478 shares; 2025Q4: 1,412 shares 1,412 $583K 0.14% -66 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: 719 shares; 2024Q4: 730 shares; 2025Q1: 804 shares; 2025Q2: 975 shares; 2025Q3: 916 shares; 2025Q4: 675 shares 675 $582K 0.13% -241 Timeline PJFV PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,955 shares; 2025Q2: 8,156 shares; 2025Q3: 7,674 shares; 2025Q4: 7,003 shares 7,003 $580K 0.13% -671 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,722 shares; 2024Q4: 9,782 shares; 2025Q1: 9,782 shares; 2025Q2: 9,782 shares; 2025Q3: 9,782 shares; 2025Q4: 9,811 shares 9,811 $578K 0.13% +29 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,945 shares; 2024Q4: 7,611 shares; 2025Q1: 7,564 shares; 2025Q2: 8,552 shares; 2025Q3: 10,488 shares; 2025Q4: 10,515 shares 10,515 $578K 0.13% +27 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: 6,024 shares; 2024Q4: 11,624 shares; 2025Q1: 11,624 shares; 2025Q2: 12,787 shares; 2025Q3: 12,787 shares; 2025Q4: 13,212 shares 13,212 $573K 0.13% +425 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,675 shares; 2024Q4: 8,940 shares; 2025Q1: 8,695 shares; 2025Q2: 8,480 shares; 2025Q3: 8,480 shares; 2025Q4: 3,283 shares 3,283 $571K 0.13% -5,197 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: 5,645 shares; 2024Q4: 9,045 shares; 2025Q1: 9,045 shares; 2025Q2: 9,045 shares; 2025Q3: 10,764 shares; 2025Q4: 10,764 shares 10,764 $570K 0.13% 0 Timeline BDEC 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: 13,233 shares; 2024Q4: 15,495 shares; 2025Q1: 15,635 shares; 2025Q2: 15,635 shares; 2025Q3: 15,178 shares; 2025Q4: 11,435 shares 11,435 $567K 0.13% -3,743 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: 7,224 shares; 2024Q4: 7,241 shares; 2025Q1: 7,252 shares; 2025Q2: 7,267 shares; 2025Q3: 7,278 shares; 2025Q4: 7,290 shares 7,290 $566K 0.13% +12 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,515 shares; 2024Q4: 22,887 shares; 2025Q1: 23,539 shares; 2025Q2: 25,295 shares; 2025Q3: 25,122 shares; 2025Q4: 26,082 shares 26,082 $562K 0.13% +960 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: 2,247 shares; 2024Q4: not reported; 2025Q1: 2,195 shares; 2025Q2: 2,195 shares; 2025Q3: 2,175 shares; 2025Q4: 2,027 shares 2,027 $561K 0.13% -148 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,211 shares; 2024Q4: 4,703 shares; 2025Q1: 4,983 shares; 2025Q2: 4,173 shares; 2025Q3: 4,180 shares; 2025Q4: 4,297 shares 4,297 $559K 0.13% +117 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,535 shares; 2024Q4: 14,495 shares; 2025Q1: 14,030 shares; 2025Q2: 14,040 shares; 2025Q3: 14,050 shares; 2025Q4: 14,050 shares 14,050 $554K 0.13% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,382 shares; 2025Q1: 3,036 shares; 2025Q2: 3,074 shares; 2025Q3: 3,081 shares; 2025Q4: 3,093 shares 3,093 $549K 0.13% +12 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,277 shares; 2025Q2: 2,423 shares; 2025Q3: 2,852 shares; 2025Q4: 2,599 shares 2,599 $542K 0.13% -253 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,765 shares; 2024Q4: 21,912 shares; 2025Q1: 15,927 shares; 2025Q2: 12,692 shares; 2025Q3: 12,108 shares; 2025Q4: 11,444 shares 11,444 $536K 0.12% -664 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,201 shares; 2024Q4: 7,201 shares; 2025Q1: 2,233 shares; 2025Q2: 11,834 shares; 2025Q3: 11,385 shares; 2025Q4: 2,234 shares 2,234 $535K 0.12% -9,151 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: 1,628 shares; 2024Q4: 1,440 shares; 2025Q1: 1,312 shares; 2025Q2: 1,594 shares; 2025Q3: 1,605 shares; 2025Q4: 1,594 shares 1,594 $534K 0.12% -11 Timeline NDEC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,905 shares; 2025Q4: 19,234 shares 19,234 $533K 0.12% +329 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 5,133 shares; 2025Q1: 5,317 shares; 2025Q2: 16,233 shares; 2025Q3: 16,354 shares; 2025Q4: 18,129 shares 18,129 $526K 0.12% +1,775 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,330 shares; 2024Q4: 9,973 shares; 2025Q1: 10,948 shares; 2025Q2: 13,275 shares; 2025Q3: 13,615 shares; 2025Q4: 9,740 shares 9,740 $526K 0.12% -3,875 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 3,275 shares; 2025Q1: 4,070 shares; 2025Q2: 5,671 shares; 2025Q3: 5,822 shares; 2025Q4: 5,825 shares 5,825 $524K 0.12% +3 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,068 shares; 2024Q4: 24,003 shares; 2025Q1: 23,881 shares; 2025Q2: 24,563 shares; 2025Q3: 24,545 shares; 2025Q4: 23,465 shares 23,465 $523K 0.12% -1,080 Timeline KNOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,270 shares 18,270 $520K 0.12% new Timeline NAPR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,660 shares; 2025Q3: 9,660 shares; 2025Q4: 9,660 shares 9,660 $519K 0.12% 0 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: 1,900 shares; 2024Q4: 1,906 shares; 2025Q1: 1,886 shares; 2025Q2: 1,797 shares; 2025Q3: 1,898 shares; 2025Q4: 1,792 shares 1,792 $516K 0.12% -106 Timeline WTV 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: not reported; 2024Q4: not reported; 2025Q1: 6,770 shares; 2025Q2: 5,647 shares; 2025Q3: 5,292 shares; 2025Q4: 5,501 shares 5,501 $513K 0.12% +209 Timeline GAA CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,676 shares; 2024Q4: 15,676 shares; 2025Q1: 15,676 shares; 2025Q2: 15,676 shares; 2025Q3: 15,676 shares; 2025Q4: 15,676 shares 15,676 $510K 0.12% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,845 shares; 2025Q1: 1,966 shares; 2025Q2: 1,677 shares; 2025Q3: 1,679 shares; 2025Q4: 1,673 shares 1,673 $505K 0.12% -6 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,003 shares; 2024Q4: 4,475 shares; 2025Q1: 5,294 shares; 2025Q2: 6,210 shares; 2025Q3: 10,187 shares; 2025Q4: 10,145 shares 10,145 $504K 0.12% -42 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,563 shares; 2024Q4: 11,563 shares; 2025Q1: 11,563 shares; 2025Q2: 11,563 shares; 2025Q3: 11,563 shares; 2025Q4: 11,633 shares 11,633 $494K 0.11% +70 Timeline FALN 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: 8,767 shares; 2025Q1: 13,256 shares; 2025Q2: 14,628 shares; 2025Q3: 15,874 shares; 2025Q4: 18,076 shares 18,076 $493K 0.11% +2,202 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,445 shares; 2024Q4: 22,464 shares; 2025Q1: 5,687 shares; 2025Q2: 5,395 shares; 2025Q3: 6,985 shares; 2025Q4: 6,364 shares 6,364 $490K 0.11% -621 Timeline PNOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,692 shares 11,692 $488K 0.11% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 992 shares; 2025Q1: 978 shares; 2025Q2: 1,024 shares; 2025Q3: 1,035 shares; 2025Q4: 1,008 shares 1,008 $488K 0.11% -27 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,369 shares; 2024Q4: 17,270 shares; 2025Q1: 20,994 shares; 2025Q2: 24,086 shares; 2025Q3: 24,375 shares; 2025Q4: 20,448 shares 20,448 $478K 0.11% -3,927 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: 13,540 shares; 2024Q4: 13,540 shares; 2025Q1: 13,540 shares; 2025Q2: 13,540 shares; 2025Q3: 13,540 shares; 2025Q4: 12,040 shares 12,040 $473K 0.11% -1,500 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,408 shares; 2024Q4: 13,056 shares; 2025Q1: 11,071 shares; 2025Q2: 13,319 shares; 2025Q3: 11,753 shares; 2025Q4: 4,692 shares 4,692 $465K 0.11% -7,061 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: 8,738 shares; 2024Q4: 10,258 shares; 2025Q1: 11,758 shares; 2025Q2: 10,758 shares; 2025Q3: 10,758 shares; 2025Q4: 9,758 shares 9,758 $459K 0.11% -1,000 Timeline QFLR 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: 13,417 shares; 2024Q4: 14,184 shares; 2025Q1: 14,033 shares; 2025Q2: 14,396 shares; 2025Q3: 12,801 shares; 2025Q4: 13,312 shares 13,312 $456K 0.11% +511 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,730 shares; 2025Q4: 8,869 shares 8,869 $451K 0.1% +4,139 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,583 shares; 2025Q1: 1,598 shares; 2025Q2: 1,572 shares; 2025Q3: 1,577 shares; 2025Q4: 1,580 shares 1,580 $448K 0.1% +3 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,570 shares 13,570 $443K 0.1% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,613 shares; 2024Q4: 10,299 shares; 2025Q1: 8,764 shares; 2025Q2: 6,803 shares; 2025Q3: 6,387 shares; 2025Q4: 6,192 shares 6,192 $431K 0.1% -195 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,165 shares; 2024Q4: 20,144 shares; 2025Q1: 21,020 shares; 2025Q2: 20,132 shares; 2025Q3: 19,853 shares; 2025Q4: 19,288 shares 19,288 $431K 0.1% -565 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,469 shares; 2025Q1: 2,469 shares; 2025Q2: 2,474 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares 2,475 $428K 0.1% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,587 shares; 2025Q1: 3,637 shares; 2025Q2: 4,598 shares; 2025Q3: 4,542 shares; 2025Q4: 4,522 shares 4,522 $421K 0.1% -20 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 1,916 shares; 2025Q4: 3,798 shares 3,798 $416K 0.1% +1,882 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,710 shares 7,710 $412K 0.1% +210 Timeline KDEC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,085 shares; 2025Q4: 16,085 shares 16,085 $411K 0.1% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 6,254 shares; 2025Q3: 10,788 shares; 2025Q4: 8,674 shares 8,674 $408K 0.09% -2,114 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,534 shares; 2025Q1: 1,555 shares; 2025Q2: 1,572 shares; 2025Q3: 1,575 shares; 2025Q4: 1,594 shares 1,594 $408K 0.09% +19 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: 7,750 shares; 2024Q4: 7,750 shares; 2025Q1: 7,750 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares 9,600 $402K 0.09% 0 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,187 shares; 2025Q3: 6,873 shares; 2025Q4: 7,629 shares 7,629 $399K 0.09% +756 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,560 shares 10,560 $399K 0.09% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,834 shares; 2024Q4: 14,336 shares; 2025Q1: 14,778 shares; 2025Q2: 12,339 shares; 2025Q3: 12,468 shares; 2025Q4: 10,979 shares 10,979 $398K 0.09% -1,489 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,194 shares; 2024Q4: 13,402 shares; 2025Q1: 10,496 shares; 2025Q2: 10,527 shares; 2025Q3: 10,401 shares; 2025Q4: 9,310 shares 9,310 $396K 0.09% -1,091 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 5,189 shares; 2025Q1: 5,580 shares; 2025Q2: 4,558 shares; 2025Q3: 2,272 shares; 2025Q4: 1,978 shares 1,978 $395K 0.09% -294 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: 769 shares; 2024Q4: 773 shares; 2025Q1: 861 shares; 2025Q2: 978 shares; 2025Q3: 1,130 shares; 2025Q4: 1,205 shares 1,205 $394K 0.09% +75 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 10,526 shares; 2025Q3: 13,805 shares; 2025Q4: 15,129 shares 15,129 $393K 0.09% +1,324 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,055 shares; 2025Q3: 2,170 shares; 2025Q4: 2,396 shares 2,396 $388K 0.09% +226 Timeline AFSM 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: 125,457 shares; 2024Q4: 110,543 shares; 2025Q1: 102,445 shares; 2025Q2: 76,479 shares; 2025Q3: 14,061 shares; 2025Q4: 11,745 shares 11,745 $386K 0.09% -2,316 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 196 shares; 2025Q1: 239 shares; 2025Q2: 252 shares; 2025Q3: 331 shares; 2025Q4: 359 shares 359 $384K 0.09% +28 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,538 shares; 2024Q4: 6,561 shares; 2025Q1: 6,583 shares; 2025Q2: 6,608 shares; 2025Q3: 6,631 shares; 2025Q4: 6,653 shares 6,653 $384K 0.09% +22 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,901 shares; 2024Q4: 10,910 shares; 2025Q1: 7,178 shares; 2025Q2: 7,705 shares; 2025Q3: 9,671 shares; 2025Q4: 9,978 shares 9,978 $380K 0.09% +307 Timeline INOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,004 shares 11,004 $380K 0.09% new Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,695 shares; 2025Q1: 2,846 shares; 2025Q2: 1,895 shares; 2025Q3: 1,948 shares; 2025Q4: 2,023 shares 2,023 $379K 0.09% +75 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,398 shares; 2025Q3: 8,578 shares; 2025Q4: 11,364 shares 11,364 $375K 0.09% +2,786 Timeline KAPR 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: 10,681 shares; 2024Q4: 10,681 shares; 2025Q1: 10,681 shares; 2025Q2: 10,681 shares; 2025Q3: 10,681 shares; 2025Q4: 10,681 shares 10,681 $375K 0.09% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,702 shares; 2025Q1: 1,944 shares; 2025Q2: 2,054 shares; 2025Q3: 2,143 shares; 2025Q4: 2,108 shares 2,108 $374K 0.09% -35 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 787 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 941 shares 941 $373K 0.09% +58 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,931 shares 8,931 $372K 0.09% new 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: 723 shares; 2024Q4: 725 shares; 2025Q1: 724 shares; 2025Q2: 746 shares; 2025Q3: 660 shares; 2025Q4: 650 shares 650 $371K 0.09% -10 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: not reported; 2024Q4: not reported; 2025Q1: 1,590 shares; 2025Q2: 2,494 shares; 2025Q3: 1,553 shares; 2025Q4: 1,468 shares 1,468 $367K 0.09% -85 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,636 shares; 2025Q3: 8,064 shares; 2025Q4: 7,180 shares 7,180 $367K 0.09% -884 Timeline STIP 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: 5,058 shares; 2024Q4: 4,907 shares; 2025Q1: 4,342 shares; 2025Q2: 5,376 shares; 2025Q3: 5,381 shares; 2025Q4: 3,489 shares 3,489 $357K 0.08% -1,892 Timeline BSV 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: 6,451 shares; 2024Q4: 5,980 shares; 2025Q1: 4,905 shares; 2025Q2: 4,320 shares; 2025Q3: 4,665 shares; 2025Q4: 4,525 shares 4,525 $357K 0.08% -140 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,437 shares; 2024Q4: 20,632 shares; 2025Q1: 21,443 shares; 2025Q2: 25,320 shares; 2025Q3: 25,177 shares; 2025Q4: 25,073 shares 25,073 $356K 0.08% -104 Timeline IAPR 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: 9,700 shares; 2024Q4: 10,745 shares; 2025Q1: 10,745 shares; 2025Q2: 12,156 shares; 2025Q3: 11,506 shares; 2025Q4: 11,506 shares 11,506 $355K 0.08% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,635 shares; 2025Q1: 2,692 shares; 2025Q2: 2,769 shares; 2025Q3: 2,643 shares; 2025Q4: 2,672 shares 2,672 $355K 0.08% +29 Timeline TJUL 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: 11,930 shares; 2024Q4: 11,930 shares; 2025Q1: 11,930 shares; 2025Q2: 11,930 shares; 2025Q3: 11,930 shares; 2025Q4: 11,930 shares 11,930 $353K 0.08% 0 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 6,750 shares; 2025Q1: 6,829 shares; 2025Q2: 6,834 shares; 2025Q3: 6,834 shares; 2025Q4: 6,829 shares 6,829 $352K 0.08% -5 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: 12,250 shares; 2024Q4: 9,250 shares; 2025Q1: 8,642 shares; 2025Q2: 10,842 shares; 2025Q3: 10,842 shares; 2025Q4: 8,642 shares 8,642 $352K 0.08% -2,200 Timeline DSI 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: 1,757 shares; 2025Q3: 1,769 shares; 2025Q4: 2,713 shares 2,713 $350K 0.08% +944 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,397 shares 7,397 $342K 0.08% new Timeline INTC INTEL CORP More: the full row for INTEL 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: 9,053 shares; 2025Q2: 9,713 shares; 2025Q3: 9,868 shares; 2025Q4: 9,267 shares 9,267 $342K 0.08% -601 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,032 shares; 2025Q1: 1,076 shares; 2025Q2: 1,168 shares; 2025Q3: 1,699 shares; 2025Q4: 1,753 shares 1,753 $342K 0.08% +54 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,348 shares 5,348 $340K 0.08% new 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: 5,375 shares; 2025Q2: 8,709 shares; 2025Q3: 6,904 shares; 2025Q4: 6,973 shares 6,973 $337K 0.08% +69 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,459 shares; 2025Q2: 1,580 shares; 2025Q3: 1,200 shares; 2025Q4: 1,324 shares 1,324 $335K 0.08% +124 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 10,202 shares 10,202 $332K 0.08% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,179 shares; 2024Q4: 10,998 shares; 2025Q1: 11,072 shares; 2025Q2: 11,150 shares; 2025Q3: 11,167 shares; 2025Q4: 11,972 shares 11,972 $331K 0.08% +805 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: 6,644 shares; 2024Q4: 6,749 shares; 2025Q1: 6,367 shares; 2025Q2: 6,367 shares; 2025Q3: 6,267 shares; 2025Q4: 5,952 shares 5,952 $328K 0.08% -315 Timeline EFG 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: 10,262 shares; 2024Q4: 11,713 shares; 2025Q1: 7,817 shares; 2025Q2: 7,793 shares; 2025Q3: 3,676 shares; 2025Q4: 2,856 shares 2,856 $325K 0.08% -820 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 882 shares; 2025Q1: 919 shares; 2025Q2: 911 shares; 2025Q3: 928 shares; 2025Q4: 1,048 shares 1,048 $325K 0.08% +120 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,360 shares; 2025Q2: 3,281 shares; 2025Q3: 3,326 shares; 2025Q4: 3,251 shares 3,251 $324K 0.07% -75 Timeline BOCT 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: 6,212 shares; 2024Q4: 7,194 shares; 2025Q1: 7,194 shares; 2025Q2: 7,194 shares; 2025Q3: 5,867 shares; 2025Q4: 6,540 shares 6,540 $323K 0.07% +673 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 3,810 shares; 2025Q1: 3,821 shares; 2025Q2: 3,502 shares; 2025Q3: 3,509 shares; 2025Q4: 7,027 shares 7,027 $319K 0.07% +3,518 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,646 shares; 2025Q2: 3,161 shares; 2025Q3: 3,211 shares; 2025Q4: 1,972 shares 1,972 $316K 0.07% -1,239 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,004 shares; 2025Q3: 1,021 shares; 2025Q4: 1,028 shares 1,028 $313K 0.07% +7 Timeline FFEB 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: 5,490 shares; 2024Q4: 5,490 shares; 2025Q1: 5,490 shares; 2025Q2: 5,490 shares; 2025Q3: 5,490 shares; 2025Q4: 5,490 shares 5,490 $311K 0.07% 0 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: not reported; 2025Q3: 3,390 shares; 2025Q4: 3,096 shares 3,096 $311K 0.07% -294 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: not reported; 2024Q4: not reported; 2025Q1: 2,939 shares; 2025Q2: 3,147 shares; 2025Q3: 3,234 shares; 2025Q4: 3,744 shares 3,744 $306K 0.07% +510 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,158 shares; 2025Q1: 4,164 shares; 2025Q2: 4,172 shares; 2025Q3: 4,177 shares; 2025Q4: 4,245 shares 4,245 $303K 0.07% +68 Timeline IYK 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: 5,236 shares; 2024Q4: 5,261 shares; 2025Q1: 5,598 shares; 2025Q2: 4,479 shares; 2025Q3: 4,495 shares; 2025Q4: 4,520 shares 4,520 $302K 0.07% +25 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,075 shares; 2025Q4: 4,640 shares 4,640 $301K 0.07% +565 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,401 shares; 2025Q3: 1,437 shares; 2025Q4: 1,229 shares 1,229 $298K 0.07% -208 Timeline FJUL 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: 8,720 shares; 2024Q4: 8,720 shares; 2025Q1: 8,720 shares; 2025Q2: 4,470 shares; 2025Q3: 5,320 shares; 2025Q4: 5,320 shares 5,320 $297K 0.07% 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: 9,272 shares; 2024Q4: 9,272 shares; 2025Q1: 9,272 shares; 2025Q2: 7,840 shares; 2025Q3: 7,440 shares; 2025Q4: 7,531 shares 7,531 $295K 0.07% +91 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: not reported; 2024Q4: not reported; 2025Q1: 3,880 shares; 2025Q2: 7,695 shares; 2025Q3: 8,043 shares; 2025Q4: 4,585 shares 4,585 $292K 0.07% -3,458 Timeline MTGP 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: 6,381 shares; 2024Q4: 9,785 shares; 2025Q1: 14,709 shares; 2025Q2: 10,756 shares; 2025Q3: 8,759 shares; 2025Q4: 6,552 shares 6,552 $292K 0.07% -2,207 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,328 shares; 2024Q4: 16,397 shares; 2025Q1: 15,625 shares; 2025Q2: 16,095 shares; 2025Q3: 17,370 shares; 2025Q4: 18,124 shares 18,124 $292K 0.07% +754 Timeline IYC 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: 2,922 shares; 2024Q4: 2,923 shares; 2025Q1: 2,925 shares; 2025Q2: 2,926 shares; 2025Q3: 2,828 shares; 2025Q4: 2,829 shares 2,829 $292K 0.07% +1 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,645 shares; 2025Q1: 2,039 shares; 2025Q2: 2,041 shares; 2025Q3: 2,042 shares; 2025Q4: 2,066 shares 2,066 $291K 0.07% +24 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 505 shares; 2025Q1: 549 shares; 2025Q2: 582 shares; 2025Q3: 504 shares; 2025Q4: 624 shares 624 $291K 0.07% +120 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 619 shares; 2025Q3: 548 shares; 2025Q4: 444 shares 444 $290K 0.07% -104 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,761 shares; 2025Q1: 2,893 shares; 2025Q2: 2,005 shares; 2025Q3: 2,165 shares; 2025Q4: 2,213 shares 2,213 $290K 0.07% +48 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 415 shares; 2025Q1: 468 shares; 2025Q2: 561 shares; 2025Q3: 603 shares; 2025Q4: 507 shares 507 $289K 0.07% -96 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: 13,000 shares; 2024Q4: 12,980 shares; 2025Q1: 12,980 shares; 2025Q2: 11,860 shares; 2025Q3: 6,772 shares; 2025Q4: 5,834 shares 5,834 $287K 0.07% -938 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,024 shares; 2025Q4: 1,113 shares 1,113 $286K 0.07% +89 Timeline QSIG 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: not reported; 2024Q4: not reported; 2025Q1: 9,514 shares; 2025Q2: 7,629 shares; 2025Q3: 6,687 shares; 2025Q4: 5,764 shares 5,764 $282K 0.07% -923 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,358 shares; 2024Q4: 9,572 shares; 2025Q1: 8,231 shares; 2025Q2: 8,139 shares; 2025Q3: 7,158 shares; 2025Q4: 6,578 shares 6,578 $282K 0.07% -580 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,007 shares 1,007 $281K 0.07% new Timeline IXUS 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: 3,269 shares; 2024Q4: 3,309 shares; 2025Q1: 3,309 shares; 2025Q2: 3,309 shares; 2025Q3: 3,318 shares; 2025Q4: 3,318 shares 3,318 $281K 0.07% 0 Timeline KSEP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,980 shares; 2025Q4: 9,980 shares 9,980 $278K 0.06% 0 Timeline DDFS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,067 shares; 2025Q4: 13,067 shares 13,067 $277K 0.06% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,572 shares; 2024Q4: 19,430 shares; 2025Q1: 19,378 shares; 2025Q2: 20,812 shares; 2025Q3: 20,949 shares; 2025Q4: 20,927 shares 20,927 $275K 0.06% -22 Timeline IXJ 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: 3,750 shares; 2024Q4: 3,874 shares; 2025Q1: 3,854 shares; 2025Q2: 2,790 shares; 2025Q3: 2,790 shares; 2025Q4: 2,806 shares 2,806 $273K 0.06% +16 Timeline HYS 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: 2,835 shares; 2024Q4: 2,678 shares; 2025Q1: 2,716 shares; 2025Q2: 2,754 shares; 2025Q3: 2,791 shares; 2025Q4: 2,858 shares 2,858 $271K 0.06% +67 Timeline BMAR 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: 5,883 shares; 2024Q4: 5,883 shares; 2025Q1: 5,883 shares; 2025Q2: 5,947 shares; 2025Q3: 5,947 shares; 2025Q4: 5,092 shares 5,092 $270K 0.06% -855 Timeline FOCT 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: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 10,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $269K 0.06% 0 Timeline GFEB 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: 6,455 shares; 2024Q4: 6,455 shares; 2025Q1: 6,455 shares; 2025Q2: 6,455 shares; 2025Q3: 6,455 shares; 2025Q4: 6,455 shares 6,455 $268K 0.06% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,249 shares 1,249 $267K 0.06% new Timeline ISEP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,080 shares; 2025Q4: 8,080 shares 8,080 $263K 0.06% 0 Timeline UOCT 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: 5,776 shares; 2024Q4: 7,387 shares; 2025Q1: 7,387 shares; 2025Q2: 7,387 shares; 2025Q3: 5,776 shares; 2025Q4: 6,736 shares 6,736 $263K 0.06% +960 Timeline UFEB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,957 shares; 2025Q3: 8,957 shares; 2025Q4: 6,973 shares 6,973 $257K 0.06% -1,984 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: 7,022 shares; 2024Q4: 7,022 shares; 2025Q1: 5,700 shares; 2025Q2: 5,782 shares; 2025Q3: 5,782 shares; 2025Q4: 5,782 shares 5,782 $256K 0.06% 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: not reported; 2024Q4: 4,559 shares; 2025Q1: 7,554 shares; 2025Q2: 6,245 shares; 2025Q3: 5,645 shares; 2025Q4: 4,960 shares 4,960 $256K 0.06% -685 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,885 shares; 2025Q1: 1,851 shares; 2025Q2: 2,548 shares; 2025Q3: 2,873 shares; 2025Q4: 2,005 shares 2,005 $251K 0.06% -868 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 1,937 shares; 2025Q1: 1,477 shares; 2025Q2: 1,411 shares; 2025Q3: 1,411 shares; 2025Q4: 1,195 shares 1,195 $250K 0.06% -216 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: not reported; 2024Q4: not reported; 2025Q1: 390 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 757 shares 757 $250K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 9,063 shares; 2025Q2: 4,464 shares; 2025Q3: 4,456 shares; 2025Q4: 3,782 shares 3,782 $250K 0.06% -674 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 727 shares; 2025Q1: 778 shares; 2025Q2: 760 shares; 2025Q3: 759 shares; 2025Q4: 767 shares 767 $248K 0.06% +8 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 542 shares 542 $246K 0.06% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 478 shares; 2025Q1: 555 shares; 2025Q2: 547 shares; 2025Q3: 577 shares; 2025Q4: 698 shares 698 $244K 0.06% +121 Timeline EEMV 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: 5,305 shares; 2024Q4: 5,058 shares; 2025Q1: 4,250 shares; 2025Q2: 4,434 shares; 2025Q3: 4,202 shares; 2025Q4: 3,743 shares 3,743 $240K 0.06% -459 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,374 shares 2,374 $237K 0.05% new Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 851 shares; 2025Q3: 852 shares; 2025Q4: 852 shares 852 $237K 0.05% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 638 shares 638 $236K 0.05% new Timeline BAPR 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: 7,555 shares; 2024Q4: 7,555 shares; 2025Q1: 7,555 shares; 2025Q2: 4,905 shares; 2025Q3: 4,905 shares; 2025Q4: 4,905 shares 4,905 $235K 0.05% 0 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 6,755 shares; 2025Q1: not reported; 2025Q2: 6,797 shares; 2025Q3: 6,797 shares; 2025Q4: 6,797 shares 6,797 $235K 0.05% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC 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: 939 shares; 2025Q3: 1,027 shares; 2025Q4: 1,016 shares 1,016 $235K 0.05% -11 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,607 shares 4,607 $234K 0.05% new Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 9,208 shares; 2025Q3: 9,226 shares; 2025Q4: 9,243 shares 9,243 $233K 0.05% +17 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,694 shares; 2024Q4: 5,712 shares; 2025Q1: 5,666 shares; 2025Q2: 5,228 shares; 2025Q3: 4,174 shares; 2025Q4: 3,345 shares 3,345 $233K 0.05% -829 Timeline IJUL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,885 shares; 2025Q4: 6,885 shares 6,885 $231K 0.05% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC 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: 397 shares 397 $230K 0.05% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,226 shares; 2025Q3: 3,236 shares; 2025Q4: 2,803 shares 2,803 $230K 0.05% -433 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,091 shares; 2025Q4: 2,258 shares 2,258 $227K 0.05% +167 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,820 shares; 2025Q4: 1,785 shares 1,785 $226K 0.05% -35 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,971 shares 2,971 $224K 0.05% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 3,244 shares; 2025Q1: 3,303 shares; 2025Q2: 2,753 shares; 2025Q3: 2,809 shares; 2025Q4: 3,334 shares 3,334 $224K 0.05% +525 Timeline QDPL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,254 shares 5,254 $223K 0.05% new Timeline IMAY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,441 shares; 2025Q4: 7,441 shares 7,441 $222K 0.05% 0 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: 6,135 shares; 2024Q4: 6,135 shares; 2025Q1: 6,135 shares; 2025Q2: not reported; 2025Q3: 4,377 shares; 2025Q4: 4,377 shares 4,377 $222K 0.05% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,250 shares 9,250 $219K 0.05% new Timeline EMB 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: 2,200 shares; 2025Q4: 2,255 shares 2,255 $217K 0.05% +55 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: 1,742 shares; 2025Q4: 1,268 shares 1,268 $217K 0.05% -474 Timeline IGE 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: 5,760 shares; 2024Q4: 5,005 shares; 2025Q1: 4,541 shares; 2025Q2: 4,636 shares; 2025Q3: 4,645 shares; 2025Q4: 4,303 shares 4,303 $216K 0.05% -342 Timeline DGRS 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: not reported; 2024Q4: not reported; 2025Q1: 6,366 shares; 2025Q2: 5,336 shares; 2025Q3: 4,820 shares; 2025Q4: 4,326 shares 4,326 $215K 0.05% -494 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 478 shares; 2025Q4: 475 shares 475 $211K 0.05% -3 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,929 shares; 2025Q1: 4,929 shares; 2025Q2: 4,929 shares; 2025Q3: 4,929 shares; 2025Q4: 4,729 shares 4,729 $210K 0.05% -200 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,536 shares 1,536 $208K 0.05% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,781 shares; 2025Q2: 1,904 shares; 2025Q3: 1,876 shares; 2025Q4: 1,683 shares 1,683 $205K 0.05% -193 Timeline NJUL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares 2,817 $205K 0.05% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 520 shares 520 $202K 0.05% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,511 shares; 2024Q4: 10,559 shares; 2025Q1: 11,187 shares; 2025Q2: 12,116 shares; 2025Q3: 11,920 shares; 2025Q4: 13,503 shares 13,503 $174K 0.04% +1,583 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS 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: 10,593 shares 10,593 $147K 0.03% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,191 shares; 2024Q4: 13,198 shares; 2025Q1: 13,232 shares; 2025Q2: 13,284 shares; 2025Q3: 13,602 shares; 2025Q4: 13,672 shares 13,672 $111K 0.03% +70 Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,260 shares; 2024Q4: 16,036 shares; 2025Q1: 17,348 shares; 2025Q2: 17,793 shares; 2025Q3: 18,672 shares; 2025Q4: 18,089 shares 18,089 $86.8K 0.02% -583 Timeline LVO LIVEONE INC More: the full row for LIVEONE 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: 23,447 shares; 2025Q4: 12,563 shares 12,563 $59.3K 0.01% -10,884 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,120 shares; 2024Q4: 20,560 shares; 2025Q1: 21,425 shares; 2025Q2: 21,330 shares; 2025Q3: 20,235 shares; 2025Q4: 16,195 shares 16,195 $44.2K 0.01% -4,040 Timeline RMTI ROCKWELL MED INC More: the full row for ROCKWELL MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,645 shares; 2024Q4: 24,645 shares; 2025Q1: 24,645 shares; 2025Q2: 24,645 shares; 2025Q3: 24,645 shares; 2025Q4: 24,645 shares 24,645 $20.5K <0.01% 0 Timeline