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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,855 shares; 2024Q4: 325,864 shares; 2025Q1: 328,664 shares; 2025Q2: 328,690 shares; 2025Q3: 328,481 shares 328,481 $251M 32.02% -209 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224,848 shares; 2024Q4: 1,312,892 shares; 2025Q1: 1,377,498 shares; 2025Q2: 1,404,967 shares; 2025Q3: 1,438,524 shares 1,438,524 $52.3M 6.68% +33,557 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621,954 shares; 2024Q4: 639,565 shares; 2025Q1: 658,251 shares; 2025Q2: 646,226 shares; 2025Q3: 661,268 shares 661,268 $33.1M 4.23% +15,042 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,380 shares; 2024Q4: 80,621 shares; 2025Q1: 80,889 shares; 2025Q2: 80,249 shares; 2025Q3: 79,388 shares 79,388 $20.2M 2.58% -861 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,266 shares; 2024Q4: 564,450 shares; 2025Q1: 585,366 shares; 2025Q2: 583,847 shares; 2025Q3: 634,028 shares 634,028 $20M 2.55% +50,181 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,196 shares; 2024Q4: 33,928 shares; 2025Q1: 33,421 shares; 2025Q2: 33,452 shares; 2025Q3: 33,932 shares 33,932 $17.6M 2.25% +480 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,767 shares; 2024Q4: 120,012 shares; 2025Q1: 120,540 shares; 2025Q2: 120,993 shares; 2025Q3: 121,699 shares 121,699 $13.9M 1.77% +706 Timeline AVDV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,732 shares 151,732 $13.5M 1.73% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,963 shares; 2024Q4: 18,246 shares; 2025Q1: 19,513 shares; 2025Q2: 19,488 shares; 2025Q3: 19,395 shares 19,395 $12.9M 1.65% -93 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,844 shares; 2024Q4: 92,209 shares; 2025Q1: 151,151 shares; 2025Q2: 151,145 shares; 2025Q3: 155,160 shares 155,160 $12.8M 1.64% +4,015 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,707 shares; 2024Q4: 279,888 shares; 2025Q1: 282,203 shares; 2025Q2: 278,912 shares; 2025Q3: 287,390 shares 287,390 $12.6M 1.61% +8,478 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,075 shares; 2024Q4: 30,844 shares; 2025Q1: 31,075 shares; 2025Q2: 30,980 shares; 2025Q3: 31,379 shares 31,379 $9.9M 1.26% +399 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,377 shares; 2024Q4: 18,275 shares; 2025Q1: 18,225 shares; 2025Q2: 18,465 shares; 2025Q3: 18,884 shares 18,884 $9.49M 1.21% +419 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,901 shares; 2024Q4: 238,117 shares; 2025Q1: 238,117 shares; 2025Q2: 237,717 shares; 2025Q3: 237,717 shares 237,717 $9.12M 1.16% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,649 shares; 2024Q4: 201,909 shares; 2025Q1: 214,967 shares; 2025Q2: 215,515 shares; 2025Q3: 208,014 shares 208,014 $8.44M 1.08% -7,501 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,257 shares; 2024Q4: 10,818 shares; 2025Q1: 10,865 shares; 2025Q2: 10,915 shares; 2025Q3: 11,398 shares 11,398 $7.63M 0.97% +483 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,975 shares; 2024Q4: 53,636 shares; 2025Q1: 71,104 shares; 2025Q2: 71,129 shares; 2025Q3: 73,630 shares 73,630 $6.68M 0.85% +2,501 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,089 shares; 2024Q4: 72,096 shares; 2025Q1: 74,804 shares; 2025Q2: 75,666 shares; 2025Q3: 81,837 shares 81,837 $6.58M 0.84% +6,171 Timeline FLV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,407 shares; 2024Q4: 61,190 shares; 2025Q1: 69,745 shares; 2025Q2: 72,790 shares; 2025Q3: 79,450 shares 79,450 $5.86M 0.75% +6,660 Timeline BRK-A 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $5.28M 0.67% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,342 shares; 2024Q4: 20,574 shares; 2025Q1: 21,081 shares; 2025Q2: 21,082 shares; 2025Q3: 20,982 shares 20,982 $5.1M 0.65% -100 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,857 shares; 2024Q4: 121,152 shares; 2025Q1: 123,968 shares; 2025Q2: 123,178 shares; 2025Q3: 122,060 shares 122,060 $5.02M 0.64% -1,118 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,458 shares; 2024Q4: 226,252 shares; 2025Q1: 226,659 shares; 2025Q2: 226,094 shares; 2025Q3: 216,931 shares 216,931 $5.02M 0.64% -9,163 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,934 shares; 2024Q4: 23,099 shares; 2025Q1: 22,388 shares; 2025Q2: 23,186 shares; 2025Q3: 25,048 shares 25,048 $4.67M 0.6% +1,862 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,054 shares; 2024Q4: 67,705 shares; 2025Q1: 83,193 shares; 2025Q2: 80,327 shares; 2025Q3: 79,607 shares 79,607 $4.57M 0.58% -720 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,592 shares; 2024Q4: 15,498 shares; 2025Q1: 15,541 shares; 2025Q2: 15,498 shares; 2025Q3: 15,972 shares 15,972 $4.49M 0.57% +474 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,235 shares; 2024Q4: 54,613 shares; 2025Q1: 55,077 shares; 2025Q2: 55,405 shares; 2025Q3: 54,352 shares 54,352 $4.34M 0.56% -1,053 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,593 shares; 2024Q4: 40,210 shares; 2025Q1: 46,481 shares; 2025Q2: 47,512 shares; 2025Q3: 50,302 shares 50,302 $4.18M 0.53% +2,790 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,564 shares; 2024Q4: 16,582 shares; 2025Q1: 16,609 shares; 2025Q2: 16,605 shares; 2025Q3: 16,500 shares 16,500 $4.02M 0.51% -105 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,942 shares; 2024Q4: 83,230 shares; 2025Q1: 85,355 shares; 2025Q2: 85,441 shares; 2025Q3: 86,418 shares 86,418 $3.99M 0.51% +977 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,187 shares; 2024Q4: 19,537 shares; 2025Q1: 19,543 shares; 2025Q2: 19,172 shares; 2025Q3: 19,066 shares 19,066 $3.71M 0.47% -106 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,151 shares; 2024Q4: 36,765 shares; 2025Q1: 34,634 shares; 2025Q2: 35,209 shares; 2025Q3: 36,693 shares 36,693 $3.54M 0.45% +1,484 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,910 shares; 2024Q4: 28,382 shares; 2025Q1: 46,719 shares; 2025Q2: 50,235 shares; 2025Q3: 60,415 shares 60,415 $3.52M 0.45% +10,180 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,868 shares; 2024Q4: 11,276 shares; 2025Q1: 10,263 shares; 2025Q2: 10,624 shares; 2025Q3: 10,330 shares 10,330 $3.39M 0.43% -294 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,779 shares; 2024Q4: 13,356 shares; 2025Q1: 14,008 shares; 2025Q2: 13,957 shares; 2025Q3: 14,234 shares 14,234 $3.13M 0.4% +277 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,613 shares; 2024Q4: 6,579 shares; 2025Q1: 6,635 shares; 2025Q2: 7,158 shares; 2025Q3: 7,141 shares 7,141 $3.02M 0.39% -17 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,302 shares; 2024Q4: 12,477 shares; 2025Q1: 12,544 shares; 2025Q2: 12,567 shares; 2025Q3: 12,597 shares 12,597 $2.92M 0.37% +30 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,224 shares; 2024Q4: 13,655 shares; 2025Q1: 12,662 shares; 2025Q2: 12,027 shares; 2025Q3: 12,029 shares 12,029 $2.91M 0.37% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,131 shares; 2024Q4: 22,539 shares; 2025Q1: 24,128 shares; 2025Q2: 24,485 shares; 2025Q3: 24,593 shares 24,593 $2.81M 0.36% +108 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,273 shares; 2024Q4: 81,834 shares; 2025Q1: 81,834 shares; 2025Q2: 81,834 shares; 2025Q3: 82,306 shares 82,306 $2.69M 0.34% +472 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,823 shares; 2024Q4: 25,813 shares; 2025Q1: 25,915 shares; 2025Q2: 25,865 shares; 2025Q3: 26,081 shares 26,081 $2.69M 0.34% +216 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,905 shares; 2024Q4: 14,878 shares; 2025Q1: 14,751 shares; 2025Q2: 13,878 shares; 2025Q3: 14,212 shares 14,212 $2.64M 0.34% +334 Timeline VNLA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,051 shares; 2024Q4: 49,619 shares; 2025Q1: 53,240 shares; 2025Q2: 52,280 shares; 2025Q3: 52,291 shares 52,291 $2.58M 0.33% +11 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 2,952 shares; 2025Q1: 3,248 shares; 2025Q2: 3,877 shares; 2025Q3: 4,158 shares 4,158 $2.55M 0.33% +281 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,619 shares; 2024Q4: 21,683 shares; 2025Q1: 21,632 shares; 2025Q2: 21,554 shares; 2025Q3: 22,354 shares 22,354 $2.52M 0.32% +800 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,956 shares; 2024Q4: 24,781 shares; 2025Q1: 24,805 shares; 2025Q2: 24,936 shares; 2025Q3: 26,439 shares 26,439 $2.47M 0.32% +1,503 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,540 shares; 2025Q3: 22,614 shares 22,614 $2.3M 0.29% +2,074 Timeline GSPY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,830 shares; 2024Q4: 59,205 shares; 2025Q1: 62,375 shares; 2025Q2: 62,139 shares; 2025Q3: 62,055 shares 62,055 $2.27M 0.29% -84 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 5,419 shares; 2025Q1: 5,520 shares; 2025Q2: 5,537 shares; 2025Q3: 5,571 shares 5,571 $2.26M 0.29% +34 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,235 shares; 2024Q4: 34,144 shares; 2025Q1: 34,377 shares; 2025Q2: 34,007 shares; 2025Q3: 34,002 shares 34,002 $2.22M 0.28% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 2,937 shares; 2025Q1: 2,936 shares; 2025Q2: 2,922 shares; 2025Q3: 3,011 shares 3,011 $2.21M 0.28% +89 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,522 shares; 2025Q1: 4,578 shares; 2025Q2: 4,574 shares; 2025Q3: 4,551 shares 4,551 $2.18M 0.28% -23 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,756 shares; 2024Q4: 5,681 shares; 2025Q1: 6,701 shares; 2025Q2: 6,672 shares; 2025Q3: 6,824 shares 6,824 $2.07M 0.26% +152 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,835 shares; 2024Q4: 30,235 shares; 2025Q1: 30,581 shares; 2025Q2: 29,990 shares; 2025Q3: 30,272 shares 30,272 $2.07M 0.26% +282 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 4,197 shares; 2025Q1: 4,197 shares; 2025Q2: 4,305 shares; 2025Q3: 4,284 shares 4,284 $2.01M 0.26% -21 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,900 shares; 2024Q4: 16,900 shares; 2025Q1: 16,900 shares; 2025Q2: 16,900 shares; 2025Q3: 15,700 shares 15,700 $1.97M 0.25% -1,200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,398 shares; 2024Q4: 9,727 shares; 2025Q1: 9,713 shares; 2025Q2: 9,276 shares; 2025Q3: 9,315 shares 9,315 $1.91M 0.24% +39 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,713 shares; 2024Q4: 4,859 shares; 2025Q1: 4,859 shares; 2025Q2: 4,859 shares; 2025Q3: 5,360 shares 5,360 $1.91M 0.24% +501 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,920 shares; 2024Q4: 29,029 shares; 2025Q1: 29,246 shares; 2025Q2: 29,203 shares; 2025Q3: 29,088 shares 29,088 $1.89M 0.24% -115 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,174 shares; 2024Q4: 12,224 shares; 2025Q1: 12,275 shares; 2025Q2: 11,692 shares; 2025Q3: 12,106 shares 12,106 $1.86M 0.24% +414 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,480 shares; 2024Q4: 12,351 shares; 2025Q1: 12,249 shares; 2025Q2: 12,251 shares; 2025Q3: 12,490 shares 12,490 $1.75M 0.22% +239 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,138 shares; 2024Q4: 40,138 shares; 2025Q1: 40,086 shares; 2025Q2: 40,086 shares; 2025Q3: 39,213 shares 39,213 $1.69M 0.22% -873 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,383 shares; 2024Q4: 57,663 shares; 2025Q1: 43,753 shares; 2025Q2: 39,302 shares; 2025Q3: 38,415 shares 38,415 $1.68M 0.21% -887 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,881 shares; 2024Q4: 29,500 shares; 2025Q1: 33,788 shares; 2025Q2: 35,152 shares; 2025Q3: 35,699 shares 35,699 $1.65M 0.21% +547 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,828 shares; 2025Q1: 7,777 shares; 2025Q2: 7,777 shares; 2025Q3: 8,901 shares 8,901 $1.62M 0.21% +1,124 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,506 shares; 2024Q4: 15,241 shares; 2025Q1: 14,140 shares; 2025Q2: 14,140 shares; 2025Q3: 14,151 shares 14,151 $1.62M 0.21% +11 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,484 shares; 2024Q4: 4,179 shares; 2025Q1: 3,867 shares; 2025Q2: 3,593 shares; 2025Q3: 3,597 shares 3,597 $1.6M 0.2% +4 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 14,550 shares; 2025Q3: 14,775 shares 14,775 $1.59M 0.2% +225 Timeline TCHP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,114 shares; 2024Q4: 29,719 shares; 2025Q1: 30,256 shares; 2025Q2: 31,295 shares; 2025Q3: 32,035 shares 32,035 $1.57M 0.2% +740 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,045 shares; 2024Q4: 22,678 shares; 2025Q1: 22,782 shares; 2025Q2: 22,672 shares; 2025Q3: 23,346 shares 23,346 $1.55M 0.2% +674 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,647 shares; 2024Q4: 47,670 shares; 2025Q1: 43,733 shares; 2025Q2: 42,865 shares; 2025Q3: 42,219 shares 42,219 $1.51M 0.19% -646 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,597 shares; 2024Q4: 14,210 shares; 2025Q1: 14,403 shares; 2025Q2: 14,736 shares; 2025Q3: 14,766 shares 14,766 $1.47M 0.19% +30 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,618 shares; 2024Q4: 7,618 shares; 2025Q1: 7,558 shares; 2025Q2: 7,558 shares; 2025Q3: 7,833 shares 7,833 $1.47M 0.19% +275 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,505 shares; 2025Q1: 5,546 shares; 2025Q2: 5,549 shares; 2025Q3: 5,761 shares 5,761 $1.45M 0.18% +212 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,444 shares; 2024Q4: 3,252 shares; 2025Q1: 3,252 shares; 2025Q2: 3,216 shares; 2025Q3: 3,231 shares 3,231 $1.45M 0.18% +15 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,585 shares; 2024Q4: 10,874 shares; 2025Q1: 10,992 shares; 2025Q2: 11,007 shares; 2025Q3: 10,335 shares 10,335 $1.44M 0.18% -672 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,333 shares; 2025Q1: 4,336 shares; 2025Q2: 4,340 shares; 2025Q3: 4,344 shares 4,344 $1.44M 0.18% +4 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,053 shares; 2024Q4: 13,053 shares; 2025Q1: 13,053 shares; 2025Q2: 13,053 shares; 2025Q3: 14,560 shares 14,560 $1.42M 0.18% +1,507 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,597 shares; 2024Q4: 37,545 shares; 2025Q1: 37,545 shares; 2025Q2: 37,124 shares; 2025Q3: 36,171 shares 36,171 $1.39M 0.18% -953 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 4,650 shares; 2025Q1: 4,670 shares; 2025Q2: 4,670 shares; 2025Q3: 4,681 shares 4,681 $1.37M 0.18% +11 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,504 shares; 2024Q4: 8,497 shares; 2025Q1: 8,516 shares; 2025Q2: 8,520 shares; 2025Q3: 8,842 shares 8,842 $1.37M 0.18% +322 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,875 shares 4,875 $1.36M 0.17% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,095 shares; 2024Q4: 6,092 shares; 2025Q1: 6,092 shares; 2025Q2: 6,092 shares; 2025Q3: 6,460 shares 6,460 $1.36M 0.17% +368 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,680 shares; 2024Q4: 14,387 shares; 2025Q1: 13,987 shares; 2025Q2: 13,887 shares; 2025Q3: 13,440 shares 13,440 $1.35M 0.17% -447 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,018 shares; 2024Q4: 75,952 shares; 2025Q1: 76,444 shares; 2025Q2: 76,444 shares; 2025Q3: 76,879 shares 76,879 $1.33M 0.17% +435 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,634 shares; 2024Q4: 17,144 shares; 2025Q1: 17,185 shares; 2025Q2: 17,668 shares; 2025Q3: 17,244 shares 17,244 $1.27M 0.16% -424 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,318 shares; 2024Q4: 30,190 shares; 2025Q1: 30,190 shares; 2025Q2: 27,641 shares; 2025Q3: 27,641 shares 27,641 $1.26M 0.16% 0 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,462 shares; 2024Q4: 18,805 shares; 2025Q1: 19,439 shares; 2025Q2: 19,063 shares; 2025Q3: 19,101 shares 19,101 $1.24M 0.16% +38 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,230 shares; 2024Q4: 17,270 shares; 2025Q1: 17,367 shares; 2025Q2: 17,456 shares; 2025Q3: 17,460 shares 17,460 $1.2M 0.15% +4 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,254 shares; 2025Q1: 3,438 shares; 2025Q2: 3,307 shares; 2025Q3: 3,425 shares 3,425 $1.13M 0.14% +118 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,161 shares; 2025Q1: 1,139 shares; 2025Q2: 1,100 shares; 2025Q3: 1,190 shares 1,190 $1.1M 0.14% +90 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,832 shares; 2025Q1: 2,850 shares; 2025Q2: 2,901 shares; 2025Q3: 3,096 shares 3,096 $1.06M 0.14% +195 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,942 shares; 2024Q4: 5,735 shares; 2025Q1: 5,635 shares; 2025Q2: 5,646 shares; 2025Q3: 5,653 shares 5,653 $1.05M 0.13% +7 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,510 shares; 2024Q4: 5,519 shares; 2025Q1: 5,519 shares; 2025Q2: 5,519 shares; 2025Q3: 6,201 shares 6,201 $1.04M 0.13% +682 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,864 shares; 2024Q4: 6,992 shares; 2025Q1: 7,269 shares; 2025Q2: 7,197 shares; 2025Q3: 7,283 shares 7,283 $1.04M 0.13% +86 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,840 shares; 2024Q4: 24,067 shares; 2025Q1: 24,067 shares; 2025Q2: 24,067 shares; 2025Q3: 23,831 shares 23,831 $1.02M 0.13% -236 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 3,354 shares; 2025Q1: 4,680 shares; 2025Q2: 3,933 shares; 2025Q3: 4,015 shares 4,015 $1.02M 0.13% +82 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,895 shares; 2024Q4: 36,005 shares; 2025Q1: 36,410 shares; 2025Q2: 28,964 shares; 2025Q3: 28,847 shares 28,847 $968K 0.12% -117 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,965 shares; 2024Q4: 21,965 shares; 2025Q1: 21,965 shares; 2025Q2: 21,965 shares; 2025Q3: 21,965 shares 21,965 $967K 0.12% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,347 shares; 2024Q4: 4,404 shares; 2025Q1: 4,404 shares; 2025Q2: 4,503 shares; 2025Q3: 4,749 shares 4,749 $967K 0.12% +246 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,733 shares; 2024Q4: 21,520 shares; 2025Q1: 20,993 shares; 2025Q2: 20,926 shares; 2025Q3: 20,451 shares 20,451 $937K 0.12% -475 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,250 shares; 2024Q4: 23,250 shares; 2025Q1: 23,250 shares; 2025Q2: 23,250 shares; 2025Q3: 22,750 shares 22,750 $934K 0.12% -500 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,900 shares; 2025Q1: 1,948 shares; 2025Q2: 1,923 shares; 2025Q3: 1,949 shares 1,949 $930K 0.12% +26 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,874 shares; 2024Q4: 35,649 shares; 2025Q1: 35,694 shares; 2025Q2: 35,738 shares; 2025Q3: 35,781 shares 35,781 $920K 0.12% +43 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,682 shares; 2024Q4: 5,560 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 5,598 shares 5,598 $908K 0.12% +38 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 3,017 shares; 2025Q1: 3,019 shares; 2025Q2: 3,021 shares; 2025Q3: 3,200 shares 3,200 $903K 0.12% +179 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,495 shares; 2024Q4: 34,824 shares; 2025Q1: 36,774 shares; 2025Q2: 36,469 shares; 2025Q3: 35,048 shares 35,048 $893K 0.11% -1,421 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 5,379 shares; 2025Q1: 5,379 shares; 2025Q2: 5,379 shares; 2025Q3: 5,379 shares 5,379 $885K 0.11% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,722 shares; 2024Q4: 11,681 shares; 2025Q1: 11,767 shares; 2025Q2: 11,681 shares; 2025Q3: 11,681 shares 11,681 $882K 0.11% 0 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,955 shares; 2025Q2: 31,575 shares; 2025Q3: 37,460 shares 37,460 $876K 0.11% +5,885 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,174 shares; 2024Q4: 9,199 shares; 2025Q1: 9,233 shares; 2025Q2: 9,262 shares; 2025Q3: 9,291 shares 9,291 $849K 0.11% +29 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,595 shares; 2025Q1: 2,602 shares; 2025Q2: 2,602 shares; 2025Q3: 2,604 shares 2,604 $833K 0.11% +2 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,194 shares; 2025Q1: 2,195 shares; 2025Q2: 2,196 shares; 2025Q3: 2,372 shares 2,372 $809K 0.1% +176 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,353 shares; 2024Q4: 4,360 shares; 2025Q1: 4,361 shares; 2025Q2: 4,534 shares; 2025Q3: 4,540 shares 4,540 $803K 0.1% +6 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,835 shares; 2024Q4: 30,222 shares; 2025Q1: 29,770 shares; 2025Q2: 29,770 shares; 2025Q3: 30,064 shares 30,064 $792K 0.1% +294 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,672 shares; 2024Q4: 10,676 shares; 2025Q1: 10,679 shares; 2025Q2: 10,681 shares; 2025Q3: 10,685 shares 10,685 $785K 0.1% +4 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,812 shares; 2025Q1: 3,812 shares; 2025Q2: 3,812 shares; 2025Q3: 3,812 shares 3,812 $782K 0.1% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 10,760 shares; 2025Q1: 12,597 shares; 2025Q2: 12,628 shares; 2025Q3: 12,702 shares 12,702 $761K 0.1% +74 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,521 shares; 2025Q1: 2,961 shares; 2025Q2: 2,881 shares; 2025Q3: 2,900 shares 2,900 $756K 0.1% +19 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,596 shares; 2025Q1: 2,031 shares; 2025Q2: 2,031 shares; 2025Q3: 2,251 shares 2,251 $727K 0.09% +220 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 828 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 974 shares 974 $727K 0.09% +79 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,767 shares; 2024Q4: 9,198 shares; 2025Q1: 23,396 shares; 2025Q2: 30,886 shares; 2025Q3: 31,140 shares 31,140 $723K 0.09% +254 BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,858 shares; 2024Q4: 13,458 shares; 2025Q1: 13,440 shares; 2025Q2: 13,607 shares; 2025Q3: 13,879 shares 13,879 $716K 0.09% +272 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,827 shares; 2024Q4: 8,897 shares; 2025Q1: 9,065 shares; 2025Q2: 8,434 shares; 2025Q3: 8,452 shares 8,452 $708K 0.09% +18 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,348 shares; 2024Q4: 17,920 shares; 2025Q1: 17,736 shares; 2025Q2: 17,736 shares; 2025Q3: 17,736 shares 17,736 $704K 0.09% 0 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,430 shares; 2024Q4: 27,412 shares; 2025Q1: 27,412 shares; 2025Q2: 27,412 shares; 2025Q3: 27,412 shares 27,412 $692K 0.09% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,163 shares; 2025Q1: 3,292 shares; 2025Q2: 3,293 shares; 2025Q3: 3,308 shares 3,308 $690K 0.09% +15 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,851 shares; 2024Q4: 4,851 shares; 2025Q1: 4,851 shares; 2025Q2: 4,851 shares; 2025Q3: 4,851 shares 4,851 $689K 0.09% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,322 shares; 2024Q4: 12,430 shares; 2025Q1: 11,933 shares; 2025Q2: 11,946 shares; 2025Q3: 12,578 shares 12,578 $681K 0.09% +632 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,748 shares; 2024Q4: 12,748 shares; 2025Q1: 12,748 shares; 2025Q2: 12,943 shares; 2025Q3: 12,943 shares 12,943 $677K 0.09% 0 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,184 shares; 2024Q4: 13,184 shares; 2025Q1: 13,184 shares; 2025Q2: 13,184 shares; 2025Q3: 13,184 shares 13,184 $667K 0.09% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,701 shares; 2025Q1: 3,068 shares; 2025Q2: 3,068 shares; 2025Q3: 3,068 shares 3,068 $662K 0.08% 0 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,679 shares; 2024Q4: 17,797 shares; 2025Q1: 17,797 shares; 2025Q2: 18,446 shares; 2025Q3: 18,482 shares 18,482 $660K 0.08% +36 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 2,009 shares; 2025Q1: 2,068 shares; 2025Q2: 2,068 shares; 2025Q3: 2,319 shares 2,319 $648K 0.08% +251 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,644 shares; 2024Q4: 13,994 shares; 2025Q1: 13,994 shares; 2025Q2: 13,319 shares; 2025Q3: 13,318 shares 13,318 $644K 0.08% -1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 13,453 shares; 2025Q1: 10,973 shares; 2025Q2: 9,600 shares; 2025Q3: 9,551 shares 9,551 $631K 0.08% -49 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,730 shares; 2024Q4: 17,730 shares; 2025Q1: 17,730 shares; 2025Q2: 17,730 shares; 2025Q3: 17,730 shares 17,730 $630K 0.08% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,711 shares; 2025Q1: 1,780 shares; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares 1,683 $622K 0.08% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 2,187 shares; 2025Q1: 3,228 shares; 2025Q2: 3,268 shares; 2025Q3: 3,279 shares 3,279 $622K 0.08% +11 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,761 shares; 2025Q2: 1,944 shares; 2025Q3: 2,096 shares 2,096 $616K 0.08% +152 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,445 shares; 2024Q4: 4,445 shares; 2025Q1: 4,445 shares; 2025Q2: 4,445 shares; 2025Q3: 4,695 shares 4,695 $602K 0.08% +250 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,466 shares; 2024Q4: 6,473 shares; 2025Q1: 6,537 shares; 2025Q2: 6,442 shares; 2025Q3: 6,921 shares 6,921 $581K 0.07% +479 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,832 shares; 2024Q4: 8,832 shares; 2025Q1: 8,832 shares; 2025Q2: 8,832 shares; 2025Q3: 8,832 shares 8,832 $576K 0.07% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares 2,100 $575K 0.07% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 3,414 shares; 2025Q1: 3,417 shares; 2025Q2: 3,420 shares; 2025Q3: 3,449 shares 3,449 $574K 0.07% +29 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,470 shares; 2025Q1: 1,547 shares; 2025Q2: 1,542 shares; 2025Q3: 1,518 shares 1,518 $568K 0.07% -24 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 457 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 473 shares 473 $567K 0.07% +17 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,593 shares; 2024Q4: 14,593 shares; 2025Q1: 14,593 shares; 2025Q2: 14,593 shares; 2025Q3: 14,593 shares 14,593 $564K 0.07% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,508 shares; 2024Q4: 14,508 shares; 2025Q1: 14,508 shares; 2025Q2: 14,508 shares; 2025Q3: 14,508 shares 14,508 $564K 0.07% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,718 shares; 2024Q4: 4,529 shares; 2025Q1: 4,579 shares; 2025Q2: 4,529 shares; 2025Q3: 4,529 shares 4,529 $563K 0.07% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,580 shares; 2024Q4: 6,214 shares; 2025Q1: 6,440 shares; 2025Q2: 6,390 shares; 2025Q3: 6,589 shares 6,589 $557K 0.07% +199 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,018 shares; 2024Q4: 20,908 shares; 2025Q1: 20,883 shares; 2025Q2: 20,510 shares; 2025Q3: 20,326 shares 20,326 $555K 0.07% -184 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,909 shares; 2024Q4: 9,974 shares; 2025Q1: 9,974 shares; 2025Q2: 9,974 shares; 2025Q3: 10,010 shares 10,010 $539K 0.07% +36 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,506 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 3,410 shares; 2025Q3: 3,411 shares 3,411 $529K 0.07% +1 Timeline MEM MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,436 shares; 2024Q4: 14,436 shares; 2025Q1: 14,436 shares; 2025Q2: 14,436 shares; 2025Q3: 14,436 shares 14,436 $523K 0.07% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,182 shares; 2025Q1: 10,248 shares; 2025Q2: 10,319 shares; 2025Q3: 10,394 shares 10,394 $519K 0.07% +75 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,798 shares; 2025Q1: 3,002 shares; 2025Q2: 2,954 shares; 2025Q3: 3,193 shares 3,193 $517K 0.07% +239 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,207 shares; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares; 2025Q2: 3,463 shares; 2025Q3: 3,463 shares 3,463 $515K 0.07% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 945 shares; 2025Q1: 910 shares; 2025Q2: 895 shares; 2025Q3: 893 shares 893 $508K 0.06% -2 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 3,104 shares; 2025Q1: 3,595 shares; 2025Q2: 3,548 shares; 2025Q3: 3,492 shares 3,492 $505K 0.06% -56 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 3,056 shares; 2025Q1: 3,057 shares; 2025Q2: 3,057 shares; 2025Q3: 3,120 shares 3,120 $496K 0.06% +63 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,063 shares; 2024Q4: 7,027 shares; 2025Q1: 7,031 shares; 2025Q2: 6,956 shares; 2025Q3: 7,094 shares 7,094 $495K 0.06% +138 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 3,446 shares; 2025Q1: 3,446 shares; 2025Q2: 3,446 shares; 2025Q3: 3,446 shares 3,446 $488K 0.06% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,627 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares 9,600 $484K 0.06% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,494 shares; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares 1,595 $480K 0.06% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,512 shares; 2024Q4: 16,335 shares; 2025Q1: 16,686 shares; 2025Q2: 16,424 shares; 2025Q3: 16,338 shares 16,338 $461K 0.06% -86 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,700 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,950 shares 1,950 $461K 0.06% +235 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,517 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares; 2025Q3: 1,606 shares 1,606 $453K 0.06% +17 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,232 shares; 2024Q4: 6,277 shares; 2025Q1: 6,286 shares; 2025Q2: 6,296 shares; 2025Q3: 6,299 shares 6,299 $450K 0.06% +3 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,486 shares; 2024Q4: 6,489 shares; 2025Q1: 6,486 shares; 2025Q2: 6,486 shares; 2025Q3: 6,486 shares 6,486 $437K 0.06% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,153 shares; 2024Q4: 8,153 shares; 2025Q1: 8,153 shares; 2025Q2: 8,153 shares; 2025Q3: 8,153 shares 8,153 $435K 0.06% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,871 shares; 2024Q4: 3,867 shares; 2025Q1: 3,867 shares; 2025Q2: 3,867 shares; 2025Q3: 3,867 shares 3,867 $435K 0.06% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,994 shares; 2024Q4: 4,022 shares; 2025Q1: 4,022 shares; 2025Q2: 4,022 shares; 2025Q3: 3,485 shares 3,485 $431K 0.06% -537 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 8,452 shares; 2025Q1: 8,880 shares; 2025Q2: 8,880 shares; 2025Q3: 8,906 shares 8,906 $429K 0.05% +26 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,468 shares; 2025Q1: 1,482 shares; 2025Q2: 1,466 shares; 2025Q3: 1,212 shares 1,212 $427K 0.05% -254 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,035 shares; 2025Q3: 2,009 shares 2,009 $427K 0.05% -26 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,294 shares; 2024Q4: 14,607 shares; 2025Q1: 14,615 shares; 2025Q2: 14,626 shares; 2025Q3: 15,306 shares 15,306 $427K 0.05% +680 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 6,114 shares; 2025Q1: 3,640 shares; 2025Q2: 3,562 shares; 2025Q3: 3,545 shares 3,545 $421K 0.05% -17 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 529 shares; 2025Q1: 711 shares; 2025Q2: 687 shares; 2025Q3: 697 shares 697 $418K 0.05% +10 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,017 shares; 2024Q4: 10,960 shares; 2025Q1: 10,960 shares; 2025Q2: 10,960 shares; 2025Q3: 10,960 shares 10,960 $418K 0.05% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,941 shares; 2024Q4: 2,111 shares; 2025Q1: 2,132 shares; 2025Q2: 2,106 shares; 2025Q3: 2,106 shares 2,106 $418K 0.05% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,394 shares; 2024Q4: 2,394 shares; 2025Q1: 2,427 shares; 2025Q2: 2,427 shares; 2025Q3: 2,472 shares 2,472 $416K 0.05% +45 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,634 shares; 2025Q2: 5,634 shares; 2025Q3: 5,634 shares 5,634 $413K 0.05% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 657 shares; 2025Q1: 687 shares; 2025Q2: 687 shares; 2025Q3: 687 shares 687 $409K 0.05% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,074 shares; 2024Q4: 9,074 shares; 2025Q1: 9,074 shares; 2025Q2: 9,074 shares; 2025Q3: 9,074 shares 9,074 $398K 0.05% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,997 shares; 2024Q4: 3,976 shares; 2025Q1: 3,976 shares; 2025Q2: 3,976 shares; 2025Q3: 3,976 shares 3,976 $397K 0.05% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: 1,691 shares; 2025Q2: 1,072 shares; 2025Q3: 1,139 shares 1,139 $393K 0.05% +67 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 4,080 shares; 2025Q1: 4,080 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares 4,080 $387K 0.05% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,623 shares; 2024Q4: 7,631 shares; 2025Q1: 8,388 shares; 2025Q2: 8,397 shares; 2025Q3: 8,405 shares 8,405 $385K 0.05% +8 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,501 shares; 2024Q4: 6,490 shares; 2025Q1: 6,490 shares; 2025Q2: 6,490 shares; 2025Q3: 6,490 shares 6,490 $385K 0.05% 0 VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,383 shares; 2025Q1: 4,421 shares; 2025Q2: 4,435 shares; 2025Q3: 4,476 shares 4,476 $376K 0.05% +41 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares 5,800 $372K 0.05% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,048 shares; 2025Q1: 1,119 shares; 2025Q2: 1,120 shares; 2025Q3: 1,122 shares 1,122 $369K 0.05% +2 Timeline BSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,466 shares; 2024Q4: 12,989 shares; 2025Q1: 12,319 shares; 2025Q2: 10,348 shares; 2025Q3: 10,059 shares 10,059 $366K 0.05% -289 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,687 shares; 2024Q4: 5,720 shares; 2025Q1: 5,716 shares; 2025Q2: 5,744 shares; 2025Q3: 4,685 shares 4,685 $365K 0.05% -1,059 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,521 shares; 2024Q4: 9,420 shares; 2025Q1: 9,221 shares; 2025Q2: 9,221 shares; 2025Q3: 8,624 shares 8,624 $363K 0.05% -597 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 206 shares; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: 306 shares 306 $357K 0.05% +100 Timeline BIV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 4,463 shares; 2025Q1: 4,492 shares; 2025Q2: 4,502 shares; 2025Q3: 4,533 shares 4,533 $354K 0.05% +31 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,384 shares; 2024Q4: 7,384 shares; 2025Q1: 6,634 shares; 2025Q2: 6,420 shares; 2025Q3: 6,420 shares 6,420 $340K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 3,542 shares; 2025Q1: 3,542 shares; 2025Q2: 3,542 shares; 2025Q3: 3,597 shares 3,597 $340K 0.04% +55 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares 2,570 $337K 0.04% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 917 shares 917 $335K 0.04% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,469 shares; 2024Q4: 5,521 shares; 2025Q1: 4,937 shares; 2025Q2: 4,862 shares; 2025Q3: 4,862 shares 4,862 $331K 0.04% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,690 shares; 2024Q4: 3,690 shares; 2025Q1: 3,690 shares; 2025Q2: 3,690 shares; 2025Q3: 3,690 shares 3,690 $331K 0.04% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,573 shares; 2024Q4: 7,562 shares; 2025Q1: 7,562 shares; 2025Q2: 7,562 shares; 2025Q3: 7,562 shares 7,562 $326K 0.04% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,362 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,499 shares 1,499 $322K 0.04% +1 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,183 shares; 2025Q1: 1,354 shares; 2025Q2: 1,354 shares; 2025Q3: 1,354 shares 1,354 $321K 0.04% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 336 shares 336 $320K 0.04% +5 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 4,366 shares; 2025Q1: 4,372 shares; 2025Q2: 4,378 shares; 2025Q3: 4,386 shares 4,386 $320K 0.04% +8 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,433 shares; 2025Q1: 18,496 shares; 2025Q2: 18,569 shares; 2025Q3: 18,646 shares 18,646 $320K 0.04% +77 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares 3,062 $317K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,155 shares; 2024Q4: 7,816 shares; 2025Q1: 7,466 shares; 2025Q2: 7,466 shares; 2025Q3: 7,466 shares 7,466 $317K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares 397 $316K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,123 shares; 2024Q4: 6,912 shares; 2025Q1: 6,994 shares; 2025Q2: 6,994 shares; 2025Q3: 6,999 shares 6,999 $308K 0.04% +5 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 2,139 shares; 2025Q1: 2,139 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares 2,139 $298K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,178 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 1,204 shares 1,204 $297K 0.04% +14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares 2,140 $295K 0.04% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,363 shares; 2025Q1: 2,365 shares; 2025Q2: 2,366 shares; 2025Q3: 2,368 shares 2,368 $292K 0.04% +2 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 613 shares; 2025Q1: 623 shares; 2025Q2: 623 shares; 2025Q3: 634 shares 634 $290K 0.04% +11 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,195 shares; 2025Q3: 2,867 shares 2,867 $289K 0.04% -328 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,200 shares; 2025Q1: 1,201 shares; 2025Q2: 1,203 shares; 2025Q3: 1,204 shares 1,204 $288K 0.04% +1 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 4,504 shares; 2025Q1: 4,505 shares; 2025Q2: 4,505 shares; 2025Q3: 4,506 shares 4,506 $282K 0.04% +1 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 1,943 shares; 2025Q1: 1,943 shares; 2025Q2: 1,952 shares; 2025Q3: 1,961 shares 1,961 $280K 0.04% +9 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 9,147 shares; 2025Q1: 9,152 shares; 2025Q2: 9,172 shares; 2025Q3: 9,179 shares 9,179 $279K 0.04% +7 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,145 shares; 2025Q1: 2,135 shares; 2025Q2: 2,098 shares; 2025Q3: 2,072 shares 2,072 $278K 0.04% -26 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,149 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,176 shares 1,176 $277K 0.04% +2 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,436 shares; 2025Q2: 3,786 shares; 2025Q3: 3,786 shares 3,786 $276K 0.04% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $274K 0.04% 0 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 2,841 shares; 2025Q3: 2,841 shares 2,841 $273K 0.03% 0 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 9,948 shares; 2025Q1: 9,952 shares; 2025Q2: 10,513 shares; 2025Q3: 10,513 shares 10,513 $269K 0.03% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,535 shares; 2025Q2: 2,535 shares; 2025Q3: 2,535 shares 2,535 $266K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,022 shares; 2025Q3: 1,231 shares 1,231 $266K 0.03% +209 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,683 shares; 2025Q1: 1,683 shares; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares 1,683 $264K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 5,690 shares; 2025Q1: 5,861 shares; 2025Q2: 5,830 shares; 2025Q3: 5,842 shares 5,842 $263K 0.03% +12 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,963 shares 3,963 $256K 0.03% new Timeline CBXJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,510 shares; 2025Q3: 9,191 shares 9,191 $255K 0.03% -319 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,195 shares; 2025Q1: 2,220 shares; 2025Q2: 2,225 shares; 2025Q3: 2,247 shares 2,247 $250K 0.03% +22 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,793 shares; 2025Q1: 3,790 shares; 2025Q2: 3,816 shares; 2025Q3: 3,692 shares 3,692 $250K 0.03% -124 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 5,908 shares; 2025Q1: 5,908 shares; 2025Q2: 5,908 shares; 2025Q3: 5,908 shares 5,908 $248K 0.03% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,701 shares; 2024Q4: 4,925 shares; 2025Q1: 4,949 shares; 2025Q2: 4,977 shares; 2025Q3: 5,006 shares 5,006 $246K 0.03% +29 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 865 shares 865 $244K 0.03% new Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000 $242K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,337 shares; 2025Q1: 2,352 shares; 2025Q2: 2,352 shares; 2025Q3: 2,364 shares 2,364 $241K 0.03% +12 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,575 shares; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares 3,575 $240K 0.03% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 8,151 shares; 2025Q1: 8,151 shares; 2025Q2: 8,151 shares; 2025Q3: 5,540 shares 5,540 $240K 0.03% -2,611 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,249 shares; 2025Q1: 5,712 shares; 2025Q2: 4,568 shares; 2025Q3: 4,883 shares 4,883 $239K 0.03% +315 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,015 shares; 2025Q1: 7,998 shares; 2025Q2: 7,528 shares; 2025Q3: 7,136 shares 7,136 $238K 0.03% -392 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,122 shares; 2025Q1: not reported; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares 2,122 $235K 0.03% 0 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,162 shares; 2025Q2: 6,985 shares; 2025Q3: 6,644 shares 6,644 $234K 0.03% -341 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,121 shares; 2025Q1: 3,046 shares; 2025Q2: 3,046 shares; 2025Q3: 3,076 shares 3,076 $234K 0.03% +30 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 956 shares; 2025Q1: not reported; 2025Q2: 956 shares; 2025Q3: 972 shares 972 $233K 0.03% +16 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,026 shares; 2025Q2: 3,026 shares; 2025Q3: 3,084 shares 3,084 $232K 0.03% +58 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,877 shares; 2025Q3: 2,883 shares 2,883 $230K 0.03% +6 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,767 shares; 2025Q3: 2,767 shares 2,767 $229K 0.03% 0 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,526 shares 8,526 $228K 0.03% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 4,309 shares; 2025Q1: 4,321 shares; 2025Q2: 4,335 shares; 2025Q3: 3,993 shares 3,993 $227K 0.03% -342 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,327 shares; 2024Q4: 5,086 shares; 2025Q1: not reported; 2025Q2: 5,102 shares; 2025Q3: 5,102 shares 5,102 $227K 0.03% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,191 shares; 2025Q1: 5,191 shares; 2025Q2: 5,191 shares; 2025Q3: 4,359 shares 4,359 $220K 0.03% -832 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,720 shares; 2025Q3: 9,071 shares 9,071 $219K 0.03% +351 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 750 shares; 2025Q1: 798 shares; 2025Q2: 773 shares; 2025Q3: 773 shares 773 $218K 0.03% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,005 shares; 2024Q4: 9,983 shares; 2025Q1: 11,866 shares; 2025Q2: 11,866 shares; 2025Q3: 11,866 shares 11,866 $217K 0.03% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,842 shares 2,842 $217K 0.03% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,136 shares 2,136 $217K 0.03% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 350 shares; 2025Q2: 301 shares; 2025Q3: 301 shares 301 $216K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439 shares 439 $215K 0.03% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,695 shares 8,695 $215K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,663 shares; 2025Q3: 5,666 shares 5,666 $214K 0.03% +3 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,091 shares 1,091 $214K 0.03% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,230 shares 2,230 $212K 0.03% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,534 shares; 2024Q4: 3,534 shares; 2025Q1: 3,534 shares; 2025Q2: 3,534 shares; 2025Q3: 3,534 shares 3,534 $212K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 424 shares 424 $211K 0.03% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,358 shares 1,358 $209K 0.03% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,914 shares; 2025Q1: 1,914 shares; 2025Q2: 1,915 shares; 2025Q3: 1,827 shares 1,827 $209K 0.03% -88 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,937 shares; 2024Q4: 12,937 shares; 2025Q1: 12,937 shares; 2025Q2: 12,937 shares; 2025Q3: 12,937 shares 12,937 $207K 0.03% 0 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,224 shares 6,224 $207K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335 shares 335 $206K 0.03% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,153 shares 1,153 $205K 0.03% new Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,017 shares; 2025Q1: 6,017 shares; 2025Q2: not reported; 2025Q3: 5,722 shares 5,722 $205K 0.03% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,449 shares; 2024Q4: 3,449 shares; 2025Q1: 4,159 shares; 2025Q2: 4,159 shares; 2025Q3: 4,159 shares 4,159 $204K 0.03% 0 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,777 shares 6,777 $202K 0.03% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $202K 0.03% 0 Timeline EVF EATON VANCE SR INCOME TR More: the full row for EATON VANCE SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,962 shares; 2024Q4: 11,962 shares; 2025Q1: 11,962 shares; 2025Q2: 11,962 shares; 2025Q3: 11,962 shares 11,962 $65.6K 0.01% 0 Timeline IRD OPUS GENETICS INC More: the full row for OPUS GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $24.8K <0.01% 0 Timeline RLMD RELMADA THERAPEUTICS INC More: the full row for RELMADA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $20.1K <0.01% 0 Timeline NOTV INOTIV INC More: the full row for INOTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,753 shares; 2024Q4: 13,753 shares; 2025Q1: 13,753 shares; 2025Q2: 13,753 shares; 2025Q3: 13,753 shares 13,753 $19.9K <0.01% 0 Timeline