LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,855 shares; 2024Q4: 325,864 shares; 2025Q1: 328,664 shares; 2025Q2: 328,690 shares; 2025Q3: 328,481 shares; 2025Q4: 328,037 shares 328,037 $353M 37.94% -444 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224,848 shares; 2024Q4: 1,312,892 shares; 2025Q1: 1,377,498 shares; 2025Q2: 1,404,967 shares; 2025Q3: 1,438,524 shares; 2025Q4: 1,458,188 shares 1,458,188 $55.6M 5.98% +19,664 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621,954 shares; 2024Q4: 639,565 shares; 2025Q1: 658,251 shares; 2025Q2: 646,226 shares; 2025Q3: 661,268 shares; 2025Q4: 691,896 shares 691,896 $34.8M 3.74% +30,628 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,266 shares; 2024Q4: 564,450 shares; 2025Q1: 585,366 shares; 2025Q2: 583,847 shares; 2025Q3: 634,028 shares; 2025Q4: 739,164 shares 739,164 $24.1M 2.59% +105,136 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,380 shares; 2024Q4: 80,621 shares; 2025Q1: 80,889 shares; 2025Q2: 80,249 shares; 2025Q3: 79,388 shares; 2025Q4: 77,747 shares 77,747 $21.1M 2.27% -1,641 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,540 shares; 2025Q3: 22,614 shares; 2025Q4: 164,779 shares 164,779 $16.7M 1.8% +142,165 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,196 shares; 2024Q4: 33,928 shares; 2025Q1: 33,421 shares; 2025Q2: 33,452 shares; 2025Q3: 33,932 shares; 2025Q4: 33,631 shares 33,631 $16.3M 1.75% -301 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,732 shares; 2025Q4: 159,661 shares 159,661 $15M 1.61% +7,929 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,767 shares; 2024Q4: 120,012 shares; 2025Q1: 120,540 shares; 2025Q2: 120,993 shares; 2025Q3: 121,699 shares; 2025Q4: 122,227 shares 122,227 $13.9M 1.5% +528 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,963 shares; 2024Q4: 18,246 shares; 2025Q1: 19,513 shares; 2025Q2: 19,488 shares; 2025Q3: 19,395 shares; 2025Q4: 19,060 shares 19,060 $13M 1.4% -335 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,844 shares; 2024Q4: 92,209 shares; 2025Q1: 151,151 shares; 2025Q2: 151,145 shares; 2025Q3: 155,160 shares; 2025Q4: 159,323 shares 159,323 $12.7M 1.37% +4,163 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,707 shares; 2024Q4: 279,888 shares; 2025Q1: 282,203 shares; 2025Q2: 278,912 shares; 2025Q3: 287,390 shares; 2025Q4: 281,826 shares 281,826 $12.5M 1.35% -5,564 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,075 shares; 2024Q4: 30,844 shares; 2025Q1: 31,075 shares; 2025Q2: 30,980 shares; 2025Q3: 31,379 shares; 2025Q4: 31,717 shares 31,717 $10.2M 1.1% +338 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,377 shares; 2024Q4: 18,275 shares; 2025Q1: 18,225 shares; 2025Q2: 18,465 shares; 2025Q3: 18,884 shares; 2025Q4: 18,671 shares 18,671 $9.38M 1.01% -213 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,901 shares; 2024Q4: 238,117 shares; 2025Q1: 238,117 shares; 2025Q2: 237,717 shares; 2025Q3: 237,717 shares; 2025Q4: 236,921 shares 236,921 $9.27M 1% -796 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,649 shares; 2024Q4: 201,909 shares; 2025Q1: 214,967 shares; 2025Q2: 215,515 shares; 2025Q3: 208,014 shares; 2025Q4: 228,099 shares 228,099 $9.18M 0.99% +20,085 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,257 shares; 2024Q4: 10,818 shares; 2025Q1: 10,865 shares; 2025Q2: 10,915 shares; 2025Q3: 11,398 shares; 2025Q4: 11,239 shares 11,239 $7.7M 0.83% -159 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,975 shares; 2024Q4: 53,636 shares; 2025Q1: 71,104 shares; 2025Q2: 71,129 shares; 2025Q3: 73,630 shares; 2025Q4: 74,442 shares 74,442 $7.16M 0.77% +812 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,089 shares; 2024Q4: 72,096 shares; 2025Q1: 74,804 shares; 2025Q2: 75,666 shares; 2025Q3: 81,837 shares; 2025Q4: 86,288 shares 86,288 $7.1M 0.76% +4,451 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,342 shares; 2024Q4: 20,574 shares; 2025Q1: 21,081 shares; 2025Q2: 21,082 shares; 2025Q3: 20,982 shares; 2025Q4: 21,050 shares 21,050 $6.59M 0.71% +68 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,407 shares; 2024Q4: 61,190 shares; 2025Q1: 69,745 shares; 2025Q2: 72,790 shares; 2025Q3: 79,450 shares; 2025Q4: 82,767 shares 82,767 $6.27M 0.67% +3,317 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,235 shares; 2024Q4: 54,613 shares; 2025Q1: 55,077 shares; 2025Q2: 55,405 shares; 2025Q3: 54,352 shares; 2025Q4: 77,550 shares 77,550 $6.18M 0.67% +23,198 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,868 shares; 2024Q4: 11,276 shares; 2025Q1: 10,263 shares; 2025Q2: 10,624 shares; 2025Q3: 10,330 shares; 2025Q4: 17,293 shares 17,293 $5.8M 0.62% +6,963 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $5.28M 0.57% 0 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,857 shares; 2024Q4: 121,152 shares; 2025Q1: 123,968 shares; 2025Q2: 123,178 shares; 2025Q3: 122,060 shares; 2025Q4: 120,960 shares 120,960 $5.02M 0.54% -1,100 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,934 shares; 2024Q4: 23,099 shares; 2025Q1: 22,388 shares; 2025Q2: 23,186 shares; 2025Q3: 25,048 shares; 2025Q4: 25,215 shares 25,215 $4.7M 0.51% +167 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,054 shares; 2024Q4: 67,705 shares; 2025Q1: 83,193 shares; 2025Q2: 80,327 shares; 2025Q3: 79,607 shares; 2025Q4: 77,735 shares 77,735 $4.68M 0.5% -1,872 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,564 shares; 2024Q4: 16,582 shares; 2025Q1: 16,609 shares; 2025Q2: 16,605 shares; 2025Q3: 16,500 shares; 2025Q4: 14,820 shares 14,820 $4.65M 0.5% -1,680 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,593 shares; 2024Q4: 40,210 shares; 2025Q1: 46,481 shares; 2025Q2: 47,512 shares; 2025Q3: 50,302 shares; 2025Q4: 53,735 shares 53,735 $4.45M 0.48% +3,433 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,942 shares; 2024Q4: 83,230 shares; 2025Q1: 85,355 shares; 2025Q2: 85,441 shares; 2025Q3: 86,418 shares; 2025Q4: 87,416 shares 87,416 $4.36M 0.47% +998 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,458 shares; 2024Q4: 226,252 shares; 2025Q1: 226,659 shares; 2025Q2: 226,094 shares; 2025Q3: 216,931 shares; 2025Q4: 188,064 shares 188,064 $4.18M 0.45% -28,867 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,910 shares; 2024Q4: 28,382 shares; 2025Q1: 46,719 shares; 2025Q2: 50,235 shares; 2025Q3: 60,415 shares; 2025Q4: 66,539 shares 66,539 $3.96M 0.43% +6,124 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,151 shares; 2024Q4: 36,765 shares; 2025Q1: 34,634 shares; 2025Q2: 35,209 shares; 2025Q3: 36,693 shares; 2025Q4: 40,210 shares 40,210 $3.87M 0.42% +3,517 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,613 shares; 2024Q4: 6,579 shares; 2025Q1: 6,635 shares; 2025Q2: 7,158 shares; 2025Q3: 7,141 shares; 2025Q4: 7,112 shares 7,112 $3.63M 0.39% -29 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,187 shares; 2024Q4: 19,537 shares; 2025Q1: 19,543 shares; 2025Q2: 19,172 shares; 2025Q3: 19,066 shares; 2025Q4: 17,647 shares 17,647 $3.51M 0.38% -1,419 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,713 shares; 2024Q4: 4,859 shares; 2025Q1: 4,859 shares; 2025Q2: 4,859 shares; 2025Q3: 5,360 shares; 2025Q4: 8,354 shares 8,354 $3.31M 0.36% +2,994 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 2,952 shares; 2025Q1: 3,248 shares; 2025Q2: 3,877 shares; 2025Q3: 4,158 shares; 2025Q4: 5,118 shares 5,118 $3.21M 0.35% +960 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,779 shares; 2024Q4: 13,356 shares; 2025Q1: 14,008 shares; 2025Q2: 13,957 shares; 2025Q3: 14,234 shares; 2025Q4: 13,880 shares 13,880 $3.2M 0.34% -354 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,592 shares; 2024Q4: 15,498 shares; 2025Q1: 15,541 shares; 2025Q2: 15,498 shares; 2025Q3: 15,972 shares; 2025Q4: 15,366 shares 15,366 $3M 0.32% -606 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,051 shares; 2024Q4: 49,619 shares; 2025Q1: 53,240 shares; 2025Q2: 52,280 shares; 2025Q3: 52,291 shares; 2025Q4: 60,711 shares 60,711 $2.98M 0.32% +8,420 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,224 shares; 2024Q4: 13,655 shares; 2025Q1: 12,662 shares; 2025Q2: 12,027 shares; 2025Q3: 12,029 shares; 2025Q4: 11,984 shares 11,984 $2.95M 0.32% -45 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,619 shares; 2024Q4: 21,683 shares; 2025Q1: 21,632 shares; 2025Q2: 21,554 shares; 2025Q3: 22,354 shares; 2025Q4: 23,993 shares 23,993 $2.89M 0.31% +1,639 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,131 shares; 2024Q4: 22,539 shares; 2025Q1: 24,128 shares; 2025Q2: 24,485 shares; 2025Q3: 24,593 shares; 2025Q4: 24,746 shares 24,746 $2.83M 0.3% +153 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,823 shares; 2024Q4: 25,813 shares; 2025Q1: 25,915 shares; 2025Q2: 25,865 shares; 2025Q3: 26,081 shares; 2025Q4: 25,345 shares 25,345 $2.82M 0.3% -736 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,273 shares; 2024Q4: 81,834 shares; 2025Q1: 81,834 shares; 2025Q2: 81,834 shares; 2025Q3: 82,306 shares; 2025Q4: 82,306 shares 82,306 $2.76M 0.3% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,905 shares; 2024Q4: 14,878 shares; 2025Q1: 14,751 shares; 2025Q2: 13,878 shares; 2025Q3: 14,212 shares; 2025Q4: 13,298 shares 13,298 $2.75M 0.3% -914 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,302 shares; 2024Q4: 12,477 shares; 2025Q1: 12,544 shares; 2025Q2: 12,567 shares; 2025Q3: 12,597 shares; 2025Q4: 11,724 shares 11,724 $2.68M 0.29% -873 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,956 shares; 2024Q4: 24,781 shares; 2025Q1: 24,805 shares; 2025Q2: 24,936 shares; 2025Q3: 26,439 shares; 2025Q4: 26,649 shares 26,649 $2.56M 0.28% +210 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,398 shares; 2024Q4: 9,727 shares; 2025Q1: 9,713 shares; 2025Q2: 9,276 shares; 2025Q3: 9,315 shares; 2025Q4: 9,230 shares 9,230 $2.37M 0.26% -85 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,835 shares; 2024Q4: 30,235 shares; 2025Q1: 30,581 shares; 2025Q2: 29,990 shares; 2025Q3: 30,272 shares; 2025Q4: 29,602 shares 29,602 $2.28M 0.25% -670 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,522 shares; 2025Q1: 4,578 shares; 2025Q2: 4,574 shares; 2025Q3: 4,551 shares; 2025Q4: 4,471 shares 4,471 $2.18M 0.23% -80 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,830 shares; 2024Q4: 59,205 shares; 2025Q1: 62,375 shares; 2025Q2: 62,139 shares; 2025Q3: 62,055 shares; 2025Q4: 59,181 shares 59,181 $2.18M 0.23% -2,874 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,756 shares; 2024Q4: 5,681 shares; 2025Q1: 6,701 shares; 2025Q2: 6,672 shares; 2025Q3: 6,824 shares; 2025Q4: 7,131 shares 7,131 $2.18M 0.23% +307 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,235 shares; 2024Q4: 34,144 shares; 2025Q1: 34,377 shares; 2025Q2: 34,007 shares; 2025Q3: 34,002 shares; 2025Q4: 32,833 shares 32,833 $2.17M 0.23% -1,169 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 4,197 shares; 2025Q1: 4,197 shares; 2025Q2: 4,305 shares; 2025Q3: 4,284 shares; 2025Q4: 4,464 shares 4,464 $2.11M 0.23% +180 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 2,937 shares; 2025Q1: 2,936 shares; 2025Q2: 2,922 shares; 2025Q3: 3,011 shares; 2025Q4: 3,061 shares 3,061 $2.02M 0.22% +50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,900 shares; 2024Q4: 16,900 shares; 2025Q1: 16,900 shares; 2025Q2: 16,900 shares; 2025Q3: 15,700 shares; 2025Q4: 15,700 shares 15,700 $1.98M 0.21% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,920 shares; 2024Q4: 29,029 shares; 2025Q1: 29,246 shares; 2025Q2: 29,203 shares; 2025Q3: 29,088 shares; 2025Q4: 29,083 shares 29,083 $1.95M 0.21% -5 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 5,419 shares; 2025Q1: 5,520 shares; 2025Q2: 5,537 shares; 2025Q3: 5,571 shares; 2025Q4: 5,548 shares 5,548 $1.91M 0.21% -23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,647 shares; 2024Q4: 47,670 shares; 2025Q1: 43,733 shares; 2025Q2: 42,865 shares; 2025Q3: 42,219 shares; 2025Q4: 51,151 shares 51,151 $1.87M 0.2% +8,932 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,444 shares; 2024Q4: 3,252 shares; 2025Q1: 3,252 shares; 2025Q2: 3,216 shares; 2025Q3: 3,231 shares; 2025Q4: 3,245 shares 3,245 $1.84M 0.2% +14 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,881 shares; 2024Q4: 29,500 shares; 2025Q1: 33,788 shares; 2025Q2: 35,152 shares; 2025Q3: 35,699 shares; 2025Q4: 39,215 shares 39,215 $1.84M 0.2% +3,516 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,480 shares; 2024Q4: 12,351 shares; 2025Q1: 12,249 shares; 2025Q2: 12,251 shares; 2025Q3: 12,490 shares; 2025Q4: 12,490 shares 12,490 $1.79M 0.19% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,955 shares; 2025Q2: 31,575 shares; 2025Q3: 37,460 shares; 2025Q4: 76,993 shares 76,993 $1.78M 0.19% +39,533 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,232 shares; 2024Q4: 6,277 shares; 2025Q1: 6,286 shares; 2025Q2: 6,296 shares; 2025Q3: 6,299 shares; 2025Q4: 23,834 shares 23,834 $1.75M 0.19% +17,535 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,174 shares; 2024Q4: 12,224 shares; 2025Q1: 12,275 shares; 2025Q2: 11,692 shares; 2025Q3: 12,106 shares; 2025Q4: 12,106 shares 12,106 $1.73M 0.19% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,045 shares; 2024Q4: 22,678 shares; 2025Q1: 22,782 shares; 2025Q2: 22,672 shares; 2025Q3: 23,346 shares; 2025Q4: 24,771 shares 24,771 $1.73M 0.19% +1,425 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,138 shares; 2024Q4: 40,138 shares; 2025Q1: 40,086 shares; 2025Q2: 40,086 shares; 2025Q3: 39,213 shares; 2025Q4: 39,213 shares 39,213 $1.72M 0.19% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,383 shares; 2024Q4: 57,663 shares; 2025Q1: 43,753 shares; 2025Q2: 39,302 shares; 2025Q3: 38,415 shares; 2025Q4: 38,290 shares 38,290 $1.7M 0.18% -125 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,333 shares; 2025Q1: 4,336 shares; 2025Q2: 4,340 shares; 2025Q3: 4,344 shares; 2025Q4: 4,462 shares 4,462 $1.65M 0.18% +118 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,322 shares; 2024Q4: 12,430 shares; 2025Q1: 11,933 shares; 2025Q2: 11,946 shares; 2025Q3: 12,578 shares; 2025Q4: 30,365 shares 30,365 $1.63M 0.18% +17,787 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,828 shares; 2025Q1: 7,777 shares; 2025Q2: 7,777 shares; 2025Q3: 8,901 shares; 2025Q4: 9,041 shares 9,041 $1.61M 0.17% +140 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,506 shares; 2024Q4: 15,241 shares; 2025Q1: 14,140 shares; 2025Q2: 14,140 shares; 2025Q3: 14,151 shares; 2025Q4: 14,109 shares 14,109 $1.61M 0.17% -42 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,114 shares; 2024Q4: 29,719 shares; 2025Q1: 30,256 shares; 2025Q2: 31,295 shares; 2025Q3: 32,035 shares; 2025Q4: 32,169 shares 32,169 $1.6M 0.17% +134 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,484 shares; 2024Q4: 4,179 shares; 2025Q1: 3,867 shares; 2025Q2: 3,593 shares; 2025Q3: 3,597 shares; 2025Q4: 3,526 shares 3,526 $1.59M 0.17% -71 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,618 shares; 2024Q4: 7,618 shares; 2025Q1: 7,558 shares; 2025Q2: 7,558 shares; 2025Q3: 7,833 shares; 2025Q4: 7,875 shares 7,875 $1.46M 0.16% +42 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,585 shares; 2024Q4: 10,874 shares; 2025Q1: 10,992 shares; 2025Q2: 11,007 shares; 2025Q3: 10,335 shares; 2025Q4: 10,314 shares 10,314 $1.45M 0.16% -21 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,597 shares; 2024Q4: 37,545 shares; 2025Q1: 37,545 shares; 2025Q2: 37,124 shares; 2025Q3: 36,171 shares; 2025Q4: 36,171 shares 36,171 $1.41M 0.15% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,505 shares; 2025Q1: 5,546 shares; 2025Q2: 5,549 shares; 2025Q3: 5,761 shares; 2025Q4: 5,847 shares 5,847 $1.41M 0.15% +86 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,053 shares; 2024Q4: 13,053 shares; 2025Q1: 13,053 shares; 2025Q2: 13,053 shares; 2025Q3: 14,560 shares; 2025Q4: 14,618 shares 14,618 $1.39M 0.15% +58 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,504 shares; 2024Q4: 8,497 shares; 2025Q1: 8,516 shares; 2025Q2: 8,520 shares; 2025Q3: 8,842 shares; 2025Q4: 8,806 shares 8,806 $1.34M 0.14% -36 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,018 shares; 2024Q4: 75,952 shares; 2025Q1: 76,444 shares; 2025Q2: 76,444 shares; 2025Q3: 76,879 shares; 2025Q4: 77,313 shares 77,313 $1.34M 0.14% +434 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,875 shares; 2025Q4: 4,875 shares 4,875 $1.31M 0.14% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,318 shares; 2024Q4: 30,190 shares; 2025Q1: 30,190 shares; 2025Q2: 27,641 shares; 2025Q3: 27,641 shares; 2025Q4: 27,641 shares 27,641 $1.28M 0.14% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,095 shares; 2024Q4: 6,092 shares; 2025Q1: 6,092 shares; 2025Q2: 6,092 shares; 2025Q3: 6,460 shares; 2025Q4: 6,461 shares 6,461 $1.26M 0.14% +1 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,680 shares; 2024Q4: 14,387 shares; 2025Q1: 13,987 shares; 2025Q2: 13,887 shares; 2025Q3: 13,440 shares; 2025Q4: 12,445 shares 12,445 $1.25M 0.13% -995 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,462 shares; 2024Q4: 18,805 shares; 2025Q1: 19,439 shares; 2025Q2: 19,063 shares; 2025Q3: 19,101 shares; 2025Q4: 18,771 shares 18,771 $1.25M 0.13% -330 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,634 shares; 2024Q4: 17,144 shares; 2025Q1: 17,185 shares; 2025Q2: 17,668 shares; 2025Q3: 17,244 shares; 2025Q4: 16,362 shares 16,362 $1.23M 0.13% -882 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,230 shares; 2024Q4: 17,270 shares; 2025Q1: 17,367 shares; 2025Q2: 17,456 shares; 2025Q3: 17,460 shares; 2025Q4: 17,463 shares 17,463 $1.22M 0.13% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 4,650 shares; 2025Q1: 4,670 shares; 2025Q2: 4,670 shares; 2025Q3: 4,681 shares; 2025Q4: 4,682 shares 4,682 $1.2M 0.13% +1 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,510 shares; 2024Q4: 5,519 shares; 2025Q1: 5,519 shares; 2025Q2: 5,519 shares; 2025Q3: 6,201 shares; 2025Q4: 6,418 shares 6,418 $1.18M 0.13% +217 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,254 shares; 2025Q1: 3,438 shares; 2025Q2: 3,307 shares; 2025Q3: 3,425 shares; 2025Q4: 3,283 shares 3,283 $1.14M 0.12% -142 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,597 shares; 2024Q4: 14,210 shares; 2025Q1: 14,403 shares; 2025Q2: 14,736 shares; 2025Q3: 14,766 shares; 2025Q4: 14,766 shares 14,766 $1.13M 0.12% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,900 shares; 2025Q1: 1,948 shares; 2025Q2: 1,923 shares; 2025Q3: 1,949 shares; 2025Q4: 1,958 shares 1,958 $1.12M 0.12% +9 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,832 shares; 2025Q1: 2,850 shares; 2025Q2: 2,901 shares; 2025Q3: 3,096 shares; 2025Q4: 3,133 shares 3,133 $1.1M 0.12% +37 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 3,354 shares; 2025Q1: 4,680 shares; 2025Q2: 3,933 shares; 2025Q3: 4,015 shares; 2025Q4: 4,255 shares 4,255 $1.1M 0.12% +240 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,347 shares; 2024Q4: 4,404 shares; 2025Q1: 4,404 shares; 2025Q2: 4,503 shares; 2025Q3: 4,749 shares; 2025Q4: 5,196 shares 5,196 $1.09M 0.12% +447 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,942 shares; 2024Q4: 5,735 shares; 2025Q1: 5,635 shares; 2025Q2: 5,646 shares; 2025Q3: 5,653 shares; 2025Q4: 5,715 shares 5,715 $1.09M 0.12% +62 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 828 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 974 shares; 2025Q4: 1,444 shares 1,444 $1.09M 0.12% +470 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,071 shares 9,071 $1.08M 0.12% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,122 shares; 2025Q1: not reported; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares; 2025Q4: 9,354 shares 9,354 $1.06M 0.11% +7,232 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,840 shares; 2024Q4: 24,067 shares; 2025Q1: 24,067 shares; 2025Q2: 24,067 shares; 2025Q3: 23,831 shares; 2025Q4: 23,831 shares 23,831 $1.04M 0.11% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,864 shares; 2024Q4: 6,992 shares; 2025Q1: 7,269 shares; 2025Q2: 7,197 shares; 2025Q3: 7,283 shares; 2025Q4: 7,391 shares 7,391 $1.01M 0.11% +108 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,250 shares; 2024Q4: 23,250 shares; 2025Q1: 23,250 shares; 2025Q2: 23,250 shares; 2025Q3: 22,750 shares; 2025Q4: 23,667 shares 23,667 $989K 0.11% +917 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,733 shares; 2024Q4: 21,520 shares; 2025Q1: 20,993 shares; 2025Q2: 20,926 shares; 2025Q3: 20,451 shares; 2025Q4: 20,451 shares 20,451 $962K 0.1% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 3,017 shares; 2025Q1: 3,019 shares; 2025Q2: 3,021 shares; 2025Q3: 3,200 shares; 2025Q4: 3,201 shares 3,201 $948K 0.1% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,874 shares; 2024Q4: 35,649 shares; 2025Q1: 35,694 shares; 2025Q2: 35,738 shares; 2025Q3: 35,781 shares; 2025Q4: 35,827 shares 35,827 $940K 0.1% +46 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,596 shares; 2025Q1: 2,031 shares; 2025Q2: 2,031 shares; 2025Q3: 2,251 shares; 2025Q4: 2,678 shares 2,678 $939K 0.1% +427 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,161 shares; 2025Q1: 1,139 shares; 2025Q2: 1,100 shares; 2025Q3: 1,190 shares; 2025Q4: 1,088 shares 1,088 $939K 0.1% -102 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,682 shares; 2024Q4: 5,560 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 5,598 shares; 2025Q4: 5,762 shares 5,762 $924K 0.1% +164 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,018 shares; 2024Q4: 20,908 shares; 2025Q1: 20,883 shares; 2025Q2: 20,510 shares; 2025Q3: 20,326 shares; 2025Q4: 33,075 shares 33,075 $907K 0.1% +12,749 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 5,379 shares; 2025Q1: 5,379 shares; 2025Q2: 5,379 shares; 2025Q3: 5,379 shares; 2025Q4: 5,379 shares 5,379 $903K 0.1% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,595 shares; 2025Q1: 2,602 shares; 2025Q2: 2,602 shares; 2025Q3: 2,604 shares; 2025Q4: 2,779 shares 2,779 $898K 0.1% +175 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,722 shares; 2024Q4: 11,681 shares; 2025Q1: 11,767 shares; 2025Q2: 11,681 shares; 2025Q3: 11,681 shares; 2025Q4: 11,181 shares 11,181 $898K 0.1% -500 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,858 shares; 2024Q4: 13,458 shares; 2025Q1: 13,440 shares; 2025Q2: 13,607 shares; 2025Q3: 13,879 shares; 2025Q4: 16,204 shares 16,204 $891K 0.1% +2,325 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,353 shares; 2024Q4: 4,360 shares; 2025Q1: 4,361 shares; 2025Q2: 4,534 shares; 2025Q3: 4,540 shares; 2025Q4: 4,895 shares 4,895 $887K 0.1% +355 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,895 shares; 2024Q4: 36,005 shares; 2025Q1: 36,410 shares; 2025Q2: 28,964 shares; 2025Q3: 28,847 shares; 2025Q4: 23,983 shares 23,983 $885K 0.1% -4,864 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,965 shares; 2024Q4: 21,965 shares; 2025Q1: 21,965 shares; 2025Q2: 21,965 shares; 2025Q3: 21,965 shares; 2025Q4: 20,713 shares 20,713 $879K 0.09% -1,252 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,194 shares; 2025Q1: 2,195 shares; 2025Q2: 2,196 shares; 2025Q3: 2,372 shares; 2025Q4: 2,506 shares 2,506 $844K 0.09% +134 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,495 shares; 2024Q4: 34,824 shares; 2025Q1: 36,774 shares; 2025Q2: 36,469 shares; 2025Q3: 35,048 shares; 2025Q4: 33,514 shares 33,514 $835K 0.09% -1,534 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,174 shares; 2024Q4: 9,199 shares; 2025Q1: 9,233 shares; 2025Q2: 9,262 shares; 2025Q3: 9,291 shares; 2025Q4: 9,380 shares 9,380 $830K 0.09% +89 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,695 shares 10,695 $829K 0.09% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,827 shares; 2024Q4: 8,897 shares; 2025Q1: 9,065 shares; 2025Q2: 8,434 shares; 2025Q3: 8,452 shares; 2025Q4: 8,733 shares 8,733 $814K 0.09% +281 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 14,550 shares; 2025Q3: 14,775 shares; 2025Q4: 8,711 shares 8,711 $795K 0.09% -6,064 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,835 shares; 2024Q4: 30,222 shares; 2025Q1: 29,770 shares; 2025Q2: 29,770 shares; 2025Q3: 30,064 shares; 2025Q4: 29,335 shares 29,335 $789K 0.08% -729 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,761 shares; 2025Q2: 1,944 shares; 2025Q3: 2,096 shares; 2025Q4: 2,633 shares 2,633 $764K 0.08% +537 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,672 shares; 2024Q4: 10,676 shares; 2025Q1: 10,679 shares; 2025Q2: 10,681 shares; 2025Q3: 10,685 shares; 2025Q4: 10,688 shares 10,688 $763K 0.08% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,521 shares; 2025Q1: 2,961 shares; 2025Q2: 2,881 shares; 2025Q3: 2,900 shares; 2025Q4: 3,032 shares 3,032 $747K 0.08% +132 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,466 shares; 2024Q4: 6,473 shares; 2025Q1: 6,537 shares; 2025Q2: 6,442 shares; 2025Q3: 6,921 shares; 2025Q4: 6,925 shares 6,925 $729K 0.08% +4 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,348 shares; 2024Q4: 17,920 shares; 2025Q1: 17,736 shares; 2025Q2: 17,736 shares; 2025Q3: 17,736 shares; 2025Q4: 17,736 shares 17,736 $722K 0.08% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,812 shares; 2025Q1: 3,812 shares; 2025Q2: 3,812 shares; 2025Q3: 3,812 shares; 2025Q4: 3,812 shares 3,812 $717K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 2,187 shares; 2025Q1: 3,228 shares; 2025Q2: 3,268 shares; 2025Q3: 3,279 shares; 2025Q4: 3,738 shares 3,738 $716K 0.08% +459 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,644 shares; 2024Q4: 13,994 shares; 2025Q1: 13,994 shares; 2025Q2: 13,319 shares; 2025Q3: 13,318 shares; 2025Q4: 13,318 shares 13,318 $711K 0.08% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 10,760 shares; 2025Q1: 12,597 shares; 2025Q2: 12,628 shares; 2025Q3: 12,702 shares; 2025Q4: 11,355 shares 11,355 $709K 0.08% -1,347 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,163 shares; 2025Q1: 3,292 shares; 2025Q2: 3,293 shares; 2025Q3: 3,308 shares; 2025Q4: 3,339 shares 3,339 $707K 0.08% +31 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,679 shares; 2024Q4: 17,797 shares; 2025Q1: 17,797 shares; 2025Q2: 18,446 shares; 2025Q3: 18,482 shares; 2025Q4: 18,510 shares 18,510 $703K 0.08% +28 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 2,009 shares; 2025Q1: 2,068 shares; 2025Q2: 2,068 shares; 2025Q3: 2,319 shares; 2025Q4: 2,277 shares 2,277 $692K 0.07% -42 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,430 shares; 2024Q4: 27,412 shares; 2025Q1: 27,412 shares; 2025Q2: 27,412 shares; 2025Q3: 27,412 shares; 2025Q4: 27,412 shares 27,412 $686K 0.07% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,851 shares; 2024Q4: 4,851 shares; 2025Q1: 4,851 shares; 2025Q2: 4,851 shares; 2025Q3: 4,851 shares; 2025Q4: 4,851 shares 4,851 $685K 0.07% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,748 shares; 2024Q4: 12,748 shares; 2025Q1: 12,748 shares; 2025Q2: 12,943 shares; 2025Q3: 12,943 shares; 2025Q4: 12,943 shares 12,943 $678K 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,184 shares; 2024Q4: 13,184 shares; 2025Q1: 13,184 shares; 2025Q2: 13,184 shares; 2025Q3: 13,184 shares; 2025Q4: 13,184 shares 13,184 $665K 0.07% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,798 shares; 2025Q1: 3,002 shares; 2025Q2: 2,954 shares; 2025Q3: 3,193 shares; 2025Q4: 3,081 shares 3,081 $660K 0.07% -112 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,445 shares; 2024Q4: 4,445 shares; 2025Q1: 4,445 shares; 2025Q2: 4,445 shares; 2025Q3: 4,695 shares; 2025Q4: 4,695 shares 4,695 $647K 0.07% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,730 shares; 2024Q4: 17,730 shares; 2025Q1: 17,730 shares; 2025Q2: 17,730 shares; 2025Q3: 17,730 shares; 2025Q4: 17,730 shares 17,730 $643K 0.07% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 3,056 shares; 2025Q1: 3,057 shares; 2025Q2: 3,057 shares; 2025Q3: 3,120 shares; 2025Q4: 3,348 shares 3,348 $594K 0.06% +228 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,701 shares; 2025Q1: 3,068 shares; 2025Q2: 3,068 shares; 2025Q3: 3,068 shares; 2025Q4: 2,703 shares 2,703 $594K 0.06% -365 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,711 shares; 2025Q1: 1,780 shares; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares; 2025Q4: 1,683 shares 1,683 $592K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 3,414 shares; 2025Q1: 3,417 shares; 2025Q2: 3,420 shares; 2025Q3: 3,449 shares; 2025Q4: 3,452 shares 3,452 $590K 0.06% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,832 shares; 2024Q4: 8,832 shares; 2025Q1: 8,832 shares; 2025Q2: 8,832 shares; 2025Q3: 8,832 shares; 2025Q4: 8,832 shares 8,832 $588K 0.06% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,508 shares; 2024Q4: 14,508 shares; 2025Q1: 14,508 shares; 2025Q2: 14,508 shares; 2025Q3: 14,508 shares; 2025Q4: 14,508 shares 14,508 $574K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,593 shares; 2024Q4: 14,593 shares; 2025Q1: 14,593 shares; 2025Q2: 14,593 shares; 2025Q3: 14,593 shares; 2025Q4: 14,593 shares 14,593 $574K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,182 shares; 2025Q1: 10,248 shares; 2025Q2: 10,319 shares; 2025Q3: 10,394 shares; 2025Q4: 10,475 shares 10,475 $559K 0.06% +81 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,909 shares; 2024Q4: 9,974 shares; 2025Q1: 9,974 shares; 2025Q2: 9,974 shares; 2025Q3: 10,010 shares; 2025Q4: 10,077 shares 10,077 $552K 0.06% +67 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 13,453 shares; 2025Q1: 10,973 shares; 2025Q2: 9,600 shares; 2025Q3: 9,551 shares; 2025Q4: 9,551 shares 9,551 $551K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 3,104 shares; 2025Q1: 3,595 shares; 2025Q2: 3,548 shares; 2025Q3: 3,492 shares; 2025Q4: 3,549 shares 3,549 $545K 0.06% +57 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,994 shares; 2024Q4: 4,022 shares; 2025Q1: 4,022 shares; 2025Q2: 4,022 shares; 2025Q3: 3,485 shares; 2025Q4: 4,620 shares 4,620 $541K 0.06% +1,135 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,517 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares 1,606 $526K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 945 shares; 2025Q1: 910 shares; 2025Q2: 895 shares; 2025Q3: 893 shares; 2025Q4: 907 shares 907 $518K 0.06% +14 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,436 shares; 2024Q4: 14,436 shares; 2025Q1: 14,436 shares; 2025Q2: 14,436 shares; 2025Q3: 14,436 shares; 2025Q4: 14,436 shares 14,436 $517K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,627 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares 9,600 $509K 0.05% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,470 shares; 2025Q1: 1,547 shares; 2025Q2: 1,542 shares; 2025Q3: 1,518 shares; 2025Q4: 1,595 shares 1,595 $508K 0.05% +77 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,207 shares; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares; 2025Q2: 3,463 shares; 2025Q3: 3,463 shares; 2025Q4: 3,150 shares 3,150 $507K 0.05% -313 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,494 shares; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares 1,595 $491K 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,506 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 3,410 shares; 2025Q3: 3,411 shares; 2025Q4: 3,047 shares 3,047 $488K 0.05% -364 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,035 shares; 2025Q3: 2,009 shares; 2025Q4: 2,011 shares 2,011 $487K 0.05% +2 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 3,446 shares; 2025Q1: 3,446 shares; 2025Q2: 3,446 shares; 2025Q3: 3,446 shares; 2025Q4: 3,446 shares 3,446 $486K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,941 shares; 2024Q4: 2,111 shares; 2025Q1: 2,132 shares; 2025Q2: 2,106 shares; 2025Q3: 2,106 shares; 2025Q4: 2,106 shares 2,106 $482K 0.05% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,486 shares; 2024Q4: 6,489 shares; 2025Q1: 6,486 shares; 2025Q2: 6,486 shares; 2025Q3: 6,486 shares; 2025Q4: 7,681 shares 7,681 $480K 0.05% +1,195 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,700 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,950 shares; 2025Q4: 2,074 shares 2,074 $480K 0.05% +124 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,512 shares; 2024Q4: 16,335 shares; 2025Q1: 16,686 shares; 2025Q2: 16,424 shares; 2025Q3: 16,338 shares; 2025Q4: 18,793 shares 18,793 $467K 0.05% +2,455 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,048 shares; 2025Q1: 1,119 shares; 2025Q2: 1,120 shares; 2025Q3: 1,122 shares; 2025Q4: 1,296 shares 1,296 $458K 0.05% +174 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,718 shares; 2024Q4: 4,529 shares; 2025Q1: 4,579 shares; 2025Q2: 4,529 shares; 2025Q3: 4,529 shares; 2025Q4: 4,529 shares 4,529 $457K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,153 shares; 2024Q4: 8,153 shares; 2025Q1: 8,153 shares; 2025Q2: 8,153 shares; 2025Q3: 8,153 shares; 2025Q4: 8,153 shares 8,153 $446K 0.05% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,871 shares; 2024Q4: 3,867 shares; 2025Q1: 3,867 shares; 2025Q2: 3,867 shares; 2025Q3: 3,867 shares; 2025Q4: 3,867 shares 3,867 $446K 0.05% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 529 shares; 2025Q1: 711 shares; 2025Q2: 687 shares; 2025Q3: 697 shares; 2025Q4: 705 shares 705 $433K 0.05% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,294 shares; 2024Q4: 14,607 shares; 2025Q1: 14,615 shares; 2025Q2: 14,626 shares; 2025Q3: 15,306 shares; 2025Q4: 15,124 shares 15,124 $431K 0.05% -182 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 6,114 shares; 2025Q1: 3,640 shares; 2025Q2: 3,562 shares; 2025Q3: 3,545 shares; 2025Q4: 3,545 shares 3,545 $426K 0.05% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,634 shares; 2025Q2: 5,634 shares; 2025Q3: 5,634 shares; 2025Q4: 5,634 shares 5,634 $423K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,017 shares; 2024Q4: 10,960 shares; 2025Q1: 10,960 shares; 2025Q2: 10,960 shares; 2025Q3: 10,960 shares; 2025Q4: 10,909 shares 10,909 $423K 0.05% -51 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,580 shares; 2024Q4: 6,214 shares; 2025Q1: 6,440 shares; 2025Q2: 6,390 shares; 2025Q3: 6,589 shares; 2025Q4: 4,973 shares 4,973 $419K 0.05% -1,616 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 657 shares; 2025Q1: 687 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares 687 $414K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 8,452 shares; 2025Q1: 8,880 shares; 2025Q2: 8,880 shares; 2025Q3: 8,906 shares; 2025Q4: 8,932 shares 8,932 $412K 0.04% +26 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,997 shares; 2024Q4: 3,976 shares; 2025Q1: 3,976 shares; 2025Q2: 3,976 shares; 2025Q3: 3,976 shares; 2025Q4: 3,976 shares 3,976 $408K 0.04% 0 Timeline PUSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares 8,000 $403K 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,394 shares; 2024Q4: 2,394 shares; 2025Q1: 2,427 shares; 2025Q2: 2,427 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares 2,472 $400K 0.04% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 457 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 473 shares; 2025Q4: 4,240 shares 4,240 $398K 0.04% +3,767 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 4,080 shares; 2025Q1: 4,080 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 4,539 shares 4,539 $396K 0.04% +459 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,074 shares; 2024Q4: 9,074 shares; 2025Q1: 9,074 shares; 2025Q2: 9,074 shares; 2025Q3: 9,074 shares; 2025Q4: 8,508 shares 8,508 $382K 0.04% -566 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 3,542 shares; 2025Q1: 3,542 shares; 2025Q2: 3,542 shares; 2025Q3: 3,597 shares; 2025Q4: 4,063 shares 4,063 $380K 0.04% +466 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,383 shares; 2025Q1: 4,421 shares; 2025Q2: 4,435 shares; 2025Q3: 4,476 shares; 2025Q4: 4,531 shares 4,531 $379K 0.04% +55 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,765 shares 5,765 $377K 0.04% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,623 shares; 2024Q4: 7,631 shares; 2025Q1: 8,388 shares; 2025Q2: 8,397 shares; 2025Q3: 8,405 shares; 2025Q4: 8,413 shares 8,413 $377K 0.04% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,521 shares; 2024Q4: 9,420 shares; 2025Q1: 9,221 shares; 2025Q2: 9,221 shares; 2025Q3: 8,624 shares; 2025Q4: 8,624 shares 8,624 $373K 0.04% 0 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,712 shares 16,712 $371K 0.04% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,573 shares; 2024Q4: 7,562 shares; 2025Q1: 7,562 shares; 2025Q2: 7,562 shares; 2025Q3: 7,562 shares; 2025Q4: 7,562 shares 7,562 $371K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: 1,691 shares; 2025Q2: 1,072 shares; 2025Q3: 1,139 shares; 2025Q4: 1,099 shares 1,099 $363K 0.04% -40 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,178 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 1,204 shares; 2025Q4: 1,345 shares 1,345 $361K 0.04% +141 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 206 shares; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: 306 shares; 2025Q4: 334 shares 334 $358K 0.04% +28 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 4,463 shares; 2025Q1: 4,492 shares; 2025Q2: 4,502 shares; 2025Q3: 4,533 shares; 2025Q4: 4,575 shares 4,575 $356K 0.04% +42 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,384 shares; 2024Q4: 7,384 shares; 2025Q1: 6,634 shares; 2025Q2: 6,420 shares; 2025Q3: 6,420 shares; 2025Q4: 6,420 shares 6,420 $353K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 2,139 shares; 2025Q1: 2,139 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 2,049 shares 2,049 $347K 0.04% -90 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,750 shares 12,750 $347K 0.04% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,022 shares; 2025Q3: 1,231 shares; 2025Q4: 1,596 shares 1,596 $347K 0.04% +365 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,683 shares; 2025Q1: 1,683 shares; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares; 2025Q4: 1,683 shares 1,683 $346K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 392 shares 392 $345K 0.04% -5 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 917 shares 917 $342K 0.04% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares 2,570 $341K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 336 shares; 2025Q4: 336 shares 336 $339K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,183 shares; 2025Q1: 1,354 shares; 2025Q2: 1,354 shares; 2025Q3: 1,354 shares; 2025Q4: 1,258 shares 1,258 $333K 0.04% -96 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,690 shares; 2024Q4: 3,690 shares; 2025Q1: 3,690 shares; 2025Q2: 3,690 shares; 2025Q3: 3,690 shares; 2025Q4: 3,690 shares 3,690 $327K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,469 shares; 2024Q4: 5,521 shares; 2025Q1: 4,937 shares; 2025Q2: 4,862 shares; 2025Q3: 4,862 shares; 2025Q4: 4,687 shares 4,687 $325K 0.04% -175 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 4,366 shares; 2025Q1: 4,372 shares; 2025Q2: 4,378 shares; 2025Q3: 4,386 shares; 2025Q4: 4,395 shares 4,395 $323K 0.03% +9 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,415 shares 3,415 $322K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,149 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,176 shares; 2025Q4: 1,097 shares 1,097 $317K 0.03% -79 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,466 shares; 2024Q4: 12,989 shares; 2025Q1: 12,319 shares; 2025Q2: 10,348 shares; 2025Q3: 10,059 shares; 2025Q4: 8,471 shares 8,471 $315K 0.03% -1,588 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares; 2025Q4: 3,062 shares 3,062 $314K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 5,690 shares; 2025Q1: 5,861 shares; 2025Q2: 5,830 shares; 2025Q3: 5,842 shares; 2025Q4: 5,790 shares 5,790 $312K 0.03% -52 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,362 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,499 shares; 2025Q4: 1,499 shares 1,499 $312K 0.03% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,436 shares; 2025Q2: 3,786 shares; 2025Q3: 3,786 shares; 2025Q4: 3,789 shares 3,789 $308K 0.03% +3 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares 2,140 $302K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,123 shares; 2024Q4: 6,912 shares; 2025Q1: 6,994 shares; 2025Q2: 6,994 shares; 2025Q3: 6,999 shares; 2025Q4: 7,285 shares 7,285 $297K 0.03% +286 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,145 shares; 2025Q1: 2,135 shares; 2025Q2: 2,098 shares; 2025Q3: 2,072 shares; 2025Q4: 2,367 shares 2,367 $297K 0.03% +295 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 613 shares; 2025Q1: 623 shares; 2025Q2: 623 shares; 2025Q3: 634 shares; 2025Q4: 634 shares 634 $295K 0.03% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,963 shares; 2025Q4: 3,965 shares 3,965 $292K 0.03% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 9,147 shares; 2025Q1: 9,152 shares; 2025Q2: 9,172 shares; 2025Q3: 9,179 shares; 2025Q4: 9,186 shares 9,186 $291K 0.03% +7 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,195 shares; 2025Q3: 2,867 shares; 2025Q4: 2,877 shares 2,877 $289K 0.03% +10 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,136 shares; 2025Q4: 2,457 shares 2,457 $287K 0.03% +321 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 1,943 shares; 2025Q1: 1,943 shares; 2025Q2: 1,952 shares; 2025Q3: 1,961 shares; 2025Q4: 2,000 shares 2,000 $287K 0.03% +39 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,155 shares; 2024Q4: 7,816 shares; 2025Q1: 7,466 shares; 2025Q2: 7,466 shares; 2025Q3: 7,466 shares; 2025Q4: 6,609 shares 6,609 $286K 0.03% -857 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,409 shares 4,409 $284K 0.03% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 750 shares; 2025Q1: 798 shares; 2025Q2: 773 shares; 2025Q3: 773 shares; 2025Q4: 888 shares 888 $277K 0.03% +115 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,914 shares; 2025Q1: 1,914 shares; 2025Q2: 1,915 shares; 2025Q3: 1,827 shares; 2025Q4: 2,169 shares 2,169 $277K 0.03% +342 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,433 shares; 2025Q1: 18,496 shares; 2025Q2: 18,569 shares; 2025Q3: 18,646 shares; 2025Q4: 16,593 shares 16,593 $274K 0.03% -2,053 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,510 shares; 2025Q3: 9,191 shares; 2025Q4: 12,061 shares 12,061 $273K 0.03% +2,870 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 2,841 shares; 2025Q3: 2,841 shares; 2025Q4: 2,841 shares 2,841 $273K 0.03% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,793 shares; 2025Q1: 3,790 shares; 2025Q2: 3,816 shares; 2025Q3: 3,692 shares; 2025Q4: 3,875 shares 3,875 $260K 0.03% +183 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,535 shares; 2025Q2: 2,535 shares; 2025Q3: 2,535 shares; 2025Q4: 2,535 shares 2,535 $260K 0.03% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 5,908 shares; 2025Q1: 5,908 shares; 2025Q2: 5,908 shares; 2025Q3: 5,908 shares; 2025Q4: 5,908 shares 5,908 $256K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 9,948 shares; 2025Q1: 9,952 shares; 2025Q2: 10,513 shares; 2025Q3: 10,513 shares; 2025Q4: 9,729 shares 9,729 $251K 0.03% -784 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,195 shares; 2025Q1: 2,220 shares; 2025Q2: 2,225 shares; 2025Q3: 2,247 shares; 2025Q4: 2,272 shares 2,272 $250K 0.03% +25 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 865 shares; 2025Q4: 1,730 shares 1,730 $249K 0.03% +865 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $249K 0.03% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,575 shares; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares; 2025Q4: 3,575 shares 3,575 $248K 0.03% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,200 shares; 2025Q1: 1,201 shares; 2025Q2: 1,203 shares; 2025Q3: 1,204 shares; 2025Q4: 1,206 shares 1,206 $245K 0.03% +2 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,015 shares; 2025Q1: 7,998 shares; 2025Q2: 7,528 shares; 2025Q3: 7,136 shares; 2025Q4: 7,048 shares 7,048 $244K 0.03% -88 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,842 shares; 2025Q4: 2,846 shares 2,846 $244K 0.03% +4 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,249 shares; 2025Q1: 5,712 shares; 2025Q2: 4,568 shares; 2025Q3: 4,883 shares; 2025Q4: 4,883 shares 4,883 $243K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,877 shares; 2025Q3: 2,883 shares; 2025Q4: 2,903 shares 2,903 $243K 0.03% +20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 4,504 shares; 2025Q1: 4,505 shares; 2025Q2: 4,505 shares; 2025Q3: 4,506 shares; 2025Q4: 4,508 shares 4,508 $243K 0.03% +2 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 1,000 shares 1,000 $241K 0.03% -1,100 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335 shares; 2025Q4: 367 shares 367 $240K 0.03% +32 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,162 shares; 2025Q2: 6,985 shares; 2025Q3: 6,644 shares; 2025Q4: 6,560 shares 6,560 $239K 0.03% -84 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,358 shares; 2025Q4: 1,527 shares 1,527 $237K 0.03% +169 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,767 shares; 2025Q3: 2,767 shares; 2025Q4: 2,767 shares 2,767 $234K 0.03% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 956 shares; 2025Q1: not reported; 2025Q2: 956 shares; 2025Q3: 972 shares; 2025Q4: 1,948 shares 1,948 $233K 0.03% +976 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,720 shares; 2025Q3: 9,071 shares; 2025Q4: 9,605 shares 9,605 $232K 0.03% +534 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 8,151 shares; 2025Q1: 8,151 shares; 2025Q2: 8,151 shares; 2025Q3: 5,540 shares; 2025Q4: 5,540 shares 5,540 $231K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,327 shares; 2024Q4: 5,086 shares; 2025Q1: not reported; 2025Q2: 5,102 shares; 2025Q3: 5,102 shares; 2025Q4: 5,110 shares 5,110 $231K 0.02% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,026 shares; 2025Q2: 3,026 shares; 2025Q3: 3,084 shares; 2025Q4: 3,110 shares 3,110 $228K 0.02% +26 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: 600 shares 600 $228K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,695 shares; 2025Q4: 8,695 shares 8,695 $227K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 277 shares 277 $227K 0.02% new Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,526 shares; 2025Q4: 8,533 shares 8,533 $226K 0.02% +7 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,121 shares; 2025Q1: 3,046 shares; 2025Q2: 3,046 shares; 2025Q3: 3,076 shares; 2025Q4: 3,076 shares 3,076 $223K 0.02% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,400 shares 2,400 $221K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,534 shares; 2024Q4: 3,534 shares; 2025Q1: 3,534 shares; 2025Q2: 3,534 shares; 2025Q3: 3,534 shares; 2025Q4: 3,534 shares 3,534 $220K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,937 shares; 2024Q4: 12,937 shares; 2025Q1: 12,937 shares; 2025Q2: 12,937 shares; 2025Q3: 12,937 shares; 2025Q4: 12,937 shares 12,937 $219K 0.02% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares 1,091 $218K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 779 shares 779 $217K 0.02% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,327 shares 3,327 $217K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,663 shares; 2025Q3: 5,666 shares; 2025Q4: 5,669 shares 5,669 $216K 0.02% +3 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 1,907 shares; 2025Q1: not reported; 2025Q2: 1,968 shares; 2025Q3: not reported; 2025Q4: 1,900 shares 1,900 $214K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,153 shares; 2025Q4: 1,153 shares 1,153 $214K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,063 shares; 2024Q4: 7,027 shares; 2025Q1: 7,031 shares; 2025Q2: 6,956 shares; 2025Q3: 7,094 shares; 2025Q4: 3,347 shares 3,347 $213K 0.02% -3,747 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,889 shares 4,889 $213K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,224 shares; 2025Q4: 6,224 shares 6,224 $210K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,017 shares; 2025Q1: 6,017 shares; 2025Q2: not reported; 2025Q3: 5,722 shares; 2025Q4: 5,722 shares 5,722 $209K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,191 shares; 2025Q1: 5,191 shares; 2025Q2: 5,191 shares; 2025Q3: 4,359 shares; 2025Q4: 4,359 shares 4,359 $208K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,230 shares; 2025Q4: 2,160 shares 2,160 $207K 0.02% -70 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 424 shares; 2025Q4: 424 shares 424 $205K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439 shares; 2025Q4: 436 shares 436 $204K 0.02% -3 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,587 shares 4,587 $204K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,005 shares; 2024Q4: 9,983 shares; 2025Q1: 11,866 shares; 2025Q2: 11,866 shares; 2025Q3: 11,866 shares; 2025Q4: 11,696 shares 11,696 $202K 0.02% -170 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 547 shares 547 $202K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 4,309 shares; 2025Q1: 4,321 shares; 2025Q2: 4,335 shares; 2025Q3: 3,993 shares; 2025Q4: 4,006 shares 4,006 $200K 0.02% +13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,962 shares; 2024Q4: 11,962 shares; 2025Q1: 11,962 shares; 2025Q2: 11,962 shares; 2025Q3: 11,962 shares; 2025Q4: 11,962 shares 11,962 $63K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $48.3K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $30.1K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,753 shares; 2024Q4: 13,753 shares; 2025Q1: 13,753 shares; 2025Q2: 13,753 shares; 2025Q3: 13,753 shares; 2025Q4: 14,945 shares 14,945 $8.4K <0.01% +1,192 Timeline