SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835,471 shares; 2024Q4: 2,640,459 shares; 2025Q1: 2,927,350 shares; 2025Q2: 3,025,413 shares; 2025Q3: 3,057,211 shares 3,057,211 $83.5M 5% +31,798 Timeline PJFG PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645,275 shares; 2024Q4: 645,237 shares; 2025Q1: 704,041 shares; 2025Q2: 717,078 shares; 2025Q3: 724,408 shares 724,408 $79.9M 4.78% +7,330 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,965 shares; 2024Q4: 2,139,171 shares; 2025Q1: 2,207,231 shares; 2025Q2: 2,271,714 shares; 2025Q3: 2,267,841 shares 2,267,841 $72.4M 4.33% -3,873 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120,367 shares; 2024Q4: 1,137,984 shares; 2025Q1: 1,250,930 shares; 2025Q2: 1,266,953 shares; 2025Q3: 1,285,301 shares 1,285,301 $69.6M 4.17% +18,348 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893,196 shares; 2024Q4: 2,725,374 shares; 2025Q1: 2,256,872 shares; 2025Q2: 2,308,056 shares; 2025Q3: 2,363,403 shares 2,363,403 $62.3M 3.73% +55,347 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857,317 shares; 2024Q4: 881,591 shares; 2025Q1: 970,373 shares; 2025Q2: 991,200 shares; 2025Q3: 1,011,741 shares 1,011,741 $50.4M 3.02% +20,541 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,186 shares; 2024Q4: 168,693 shares; 2025Q1: 168,915 shares; 2025Q2: 164,925 shares; 2025Q3: 163,540 shares 163,540 $41.6M 2.49% -1,385 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,152 shares; 2024Q4: 279,308 shares; 2025Q1: 809,673 shares; 2025Q2: 839,614 shares; 2025Q3: 845,445 shares 845,445 $40.2M 2.41% +5,831 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583,476 shares; 2024Q4: 652,200 shares; 2025Q1: 788,276 shares; 2025Q2: 834,880 shares; 2025Q3: 845,583 shares 845,583 $29M 1.74% +10,703 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919,066 shares; 2024Q4: 931,277 shares; 2025Q1: 998,502 shares; 2025Q2: 1,012,151 shares; 2025Q3: 1,027,185 shares 1,027,185 $27.6M 1.65% +15,034 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,974 shares; 2024Q4: 133,793 shares; 2025Q1: 136,120 shares; 2025Q2: 131,142 shares; 2025Q3: 129,750 shares 129,750 $24.2M 1.45% -1,392 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,295 shares; 2025Q1: 591,329 shares; 2025Q2: 612,156 shares; 2025Q3: 621,650 shares 621,650 $22.6M 1.35% +9,494 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 667,067 shares; 2025Q2: 686,092 shares; 2025Q3: 692,205 shares 692,205 $21.8M 1.31% +6,113 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,537 shares; 2024Q4: 233,885 shares; 2025Q1: 214,048 shares; 2025Q2: 214,314 shares; 2025Q3: 216,341 shares 216,341 $21.7M 1.3% +2,027 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,711 shares; 2024Q4: 57,542 shares; 2025Q1: 41,110 shares; 2025Q2: 40,561 shares; 2025Q3: 40,537 shares 40,537 $21M 1.26% -24 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,866 shares; 2024Q4: 101,398 shares; 2025Q1: 581,061 shares; 2025Q2: 621,856 shares; 2025Q3: 644,296 shares 644,296 $20.9M 1.25% +22,440 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,800 shares; 2024Q4: 96,670 shares; 2025Q1: 96,441 shares; 2025Q2: 94,815 shares; 2025Q3: 94,421 shares 94,421 $20.7M 1.24% -394 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,303 shares; 2024Q4: 154,272 shares; 2025Q1: 110,974 shares; 2025Q2: 113,019 shares; 2025Q3: 115,495 shares 115,495 $20.7M 1.24% +2,476 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,347 shares; 2024Q4: 216,906 shares; 2025Q1: 159,769 shares; 2025Q2: 158,787 shares; 2025Q3: 156,272 shares 156,272 $20.7M 1.24% -2,515 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,465 shares; 2024Q4: 33,437 shares; 2025Q1: 33,812 shares; 2025Q2: 34,454 shares; 2025Q3: 35,875 shares 35,875 $17.2M 1.03% +1,421 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,156 shares; 2024Q4: 24,872 shares; 2025Q1: 26,697 shares; 2025Q2: 26,413 shares; 2025Q3: 24,691 shares 24,691 $16.4M 0.98% -1,722 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,859 shares; 2024Q4: 25,595 shares; 2025Q1: 25,873 shares; 2025Q2: 26,887 shares; 2025Q3: 26,650 shares 26,650 $16.3M 0.98% -237 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,099 shares; 2024Q4: 68,104 shares; 2025Q1: 64,542 shares; 2025Q2: 65,863 shares; 2025Q3: 65,581 shares 65,581 $15.9M 0.95% -282 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,739 shares; 2024Q4: 220,327 shares; 2025Q1: 257,973 shares; 2025Q2: 268,275 shares; 2025Q3: 270,340 shares 270,340 $15.5M 0.93% +2,065 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,856 shares; 2024Q4: 186,174 shares; 2025Q1: 211,586 shares; 2025Q2: 219,107 shares; 2025Q3: 220,886 shares 220,886 $15.4M 0.92% +1,779 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,677 shares; 2024Q4: 80,249 shares; 2025Q1: 78,910 shares; 2025Q2: 78,932 shares; 2025Q3: 81,273 shares 81,273 $15.2M 0.91% +2,341 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,296 shares; 2024Q4: 197,570 shares; 2025Q1: 192,696 shares; 2025Q2: 196,322 shares; 2025Q3: 200,919 shares 200,919 $15.1M 0.9% +4,597 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 311,994 shares; 2025Q2: 316,989 shares; 2025Q3: 326,016 shares 326,016 $15M 0.9% +9,027 Timeline NPFI NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 496,578 shares; 2025Q2: 508,168 shares; 2025Q3: 518,856 shares 518,856 $13.7M 0.82% +10,688 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,512 shares; 2024Q4: 15,418 shares; 2025Q1: 14,455 shares; 2025Q2: 14,365 shares; 2025Q3: 14,330 shares 14,330 $13.3M 0.79% -35 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,794 shares; 2024Q4: 19,274 shares; 2025Q1: 20,706 shares; 2025Q2: 21,253 shares; 2025Q3: 21,994 shares 21,994 $13.2M 0.79% +741 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,038 shares; 2024Q4: 70,038 shares; 2025Q1: 70,038 shares; 2025Q2: 70,038 shares; 2025Q3: 70,038 shares 70,038 $12.8M 0.77% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,109 shares; 2024Q4: 35,336 shares; 2025Q1: 32,759 shares; 2025Q2: 32,513 shares; 2025Q3: 38,163 shares 38,163 $10.8M 0.64% +5,650 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,105 shares; 2024Q4: 19,768 shares; 2025Q1: 19,532 shares; 2025Q2: 18,912 shares; 2025Q3: 18,621 shares 18,621 $10.6M 0.63% -291 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,055 shares; 2024Q4: 163,831 shares; 2025Q1: 132,441 shares; 2025Q2: 138,848 shares; 2025Q3: 142,498 shares 142,498 $10.5M 0.63% +3,650 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,675 shares; 2024Q4: 30,268 shares; 2025Q1: 29,923 shares; 2025Q2: 29,002 shares; 2025Q3: 28,453 shares 28,453 $9.71M 0.58% -549 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,951 shares; 2025Q2: 56,925 shares; 2025Q3: 56,725 shares 56,725 $9.49M 0.57% -200 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,779 shares; 2024Q4: 40,218 shares; 2025Q1: 49,985 shares; 2025Q2: 49,873 shares; 2025Q3: 49,781 shares 49,781 $9.23M 0.55% -92 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,733 shares; 2024Q4: 109,560 shares; 2025Q1: 89,517 shares; 2025Q2: 89,271 shares; 2025Q3: 89,203 shares 89,203 $9.19M 0.55% -68 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,560 shares; 2024Q4: 16,642 shares; 2025Q1: 17,269 shares; 2025Q2: 17,395 shares; 2025Q3: 17,472 shares 17,472 $8.72M 0.52% +77 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,595 shares; 2024Q4: 68,587 shares; 2025Q1: 81,172 shares; 2025Q2: 86,048 shares; 2025Q3: 87,095 shares 87,095 $8.29M 0.5% +1,047 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,499 shares; 2024Q4: 356,724 shares; 2025Q1: 402,626 shares; 2025Q2: 425,217 shares; 2025Q3: 430,277 shares 430,277 $8.24M 0.49% +5,060 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,840 shares; 2025Q1: 37,471 shares; 2025Q2: 37,849 shares; 2025Q3: 37,139 shares 37,139 $8.15M 0.49% -710 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,792 shares; 2024Q4: 213,974 shares; 2025Q1: 205,481 shares; 2025Q2: 222,471 shares; 2025Q3: 216,710 shares 216,710 $7.95M 0.48% -5,761 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,007 shares; 2024Q4: 30,758 shares; 2025Q1: 277,290 shares; 2025Q2: 276,969 shares; 2025Q3: 276,092 shares 276,092 $7.8M 0.47% -877 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,337 shares; 2025Q2: 203,663 shares; 2025Q3: 210,093 shares 210,093 $7.68M 0.46% +6,430 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1,540 shares; 2025Q1: 38,771 shares; 2025Q2: 39,316 shares; 2025Q3: 39,077 shares 39,077 $7.38M 0.44% -239 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,943 shares; 2025Q2: 23,056 shares; 2025Q3: 23,070 shares 23,070 $7.21M 0.43% +14 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,929 shares; 2024Q4: 194,663 shares; 2025Q1: 184,465 shares; 2025Q2: 188,141 shares; 2025Q3: 186,447 shares 186,447 $7.19M 0.43% -1,694 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,458 shares; 2024Q4: 50,910 shares; 2025Q1: 48,050 shares; 2025Q2: 48,281 shares; 2025Q3: 48,442 shares 48,442 $7M 0.42% +161 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,632 shares; 2024Q4: 27,484 shares; 2025Q1: 21,675 shares; 2025Q2: 21,809 shares; 2025Q3: 21,607 shares 21,607 $6.98M 0.42% -202 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,035 shares; 2024Q4: 56,150 shares; 2025Q1: 52,440 shares; 2025Q2: 52,396 shares; 2025Q3: 52,085 shares 52,085 $6.95M 0.42% -311 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,230 shares; 2024Q4: 224,429 shares; 2025Q1: 216,588 shares; 2025Q2: 198,789 shares; 2025Q3: 210,985 shares 210,985 $6.9M 0.41% +12,196 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,812 shares; 2025Q1: 31,695 shares; 2025Q2: 31,862 shares; 2025Q3: 32,114 shares 32,114 $6.89M 0.41% +252 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,286 shares; 2025Q2: 61,701 shares; 2025Q3: 61,583 shares 61,583 $6.84M 0.41% -118 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,494 shares; 2024Q4: 66,321 shares; 2025Q1: 67,353 shares; 2025Q2: 67,955 shares; 2025Q3: 67,953 shares 67,953 $6.82M 0.41% -2 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,013 shares; 2025Q1: 102,045 shares; 2025Q2: 138,221 shares; 2025Q3: 156,339 shares 156,339 $6.69M 0.4% +18,118 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 140,794 shares; 2025Q2: 143,389 shares; 2025Q3: 144,285 shares 144,285 $6.61M 0.4% +896 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,745 shares; 2025Q2: 39,463 shares; 2025Q3: 39,522 shares 39,522 $6.46M 0.39% +59 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,576 shares; 2024Q4: 201,031 shares; 2025Q1: 205,379 shares; 2025Q2: 207,931 shares; 2025Q3: 208,794 shares 208,794 $6.41M 0.38% +863 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,967 shares; 2024Q4: 12,223 shares; 2025Q1: 49,420 shares; 2025Q2: 44,364 shares; 2025Q3: 44,773 shares 44,773 $6.29M 0.38% +409 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,942 shares; 2024Q4: 40,806 shares; 2025Q1: 50,248 shares; 2025Q2: 50,652 shares; 2025Q3: 50,862 shares 50,862 $6.24M 0.37% +210 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240,726 shares; 2025Q2: 252,186 shares; 2025Q3: 255,475 shares 255,475 $6.2M 0.37% +3,289 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,677 shares; 2024Q4: 158,581 shares; 2025Q1: 189,096 shares; 2025Q2: 188,776 shares; 2025Q3: 189,868 shares 189,868 $6.19M 0.37% +1,092 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,251 shares; 2024Q4: 20,453 shares; 2025Q1: 21,571 shares; 2025Q2: 21,667 shares; 2025Q3: 21,863 shares 21,863 $6.17M 0.37% +196 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,093 shares; 2024Q4: 35,794 shares; 2025Q1: 39,824 shares; 2025Q2: 40,667 shares; 2025Q3: 41,098 shares 41,098 $6.16M 0.37% +431 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,541 shares; 2025Q2: 18,982 shares; 2025Q3: 19,174 shares 19,174 $6.09M 0.36% +192 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: 13,216 shares; 2025Q1: 13,892 shares; 2025Q2: 18,442 shares; 2025Q3: 18,228 shares 18,228 $5.98M 0.36% -214 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,723 shares; 2024Q4: 22,220 shares; 2025Q1: 23,050 shares; 2025Q2: 21,925 shares; 2025Q3: 21,719 shares 21,719 $5.94M 0.36% -206 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,264 shares; 2024Q4: 818,591 shares; 2025Q1: 232,164 shares; 2025Q2: 235,006 shares; 2025Q3: 254,866 shares 254,866 $5.93M 0.36% +19,860 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,295 shares; 2024Q4: 12,179 shares; 2025Q1: 13,253 shares; 2025Q2: 13,251 shares; 2025Q3: 12,865 shares 12,865 $5.72M 0.34% -386 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,738 shares; 2024Q4: 156,584 shares; 2025Q1: 197,251 shares; 2025Q2: 201,700 shares; 2025Q3: 202,617 shares 202,617 $5.66M 0.34% +917 BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,976 shares; 2024Q4: 83,766 shares; 2025Q1: 80,821 shares; 2025Q2: 77,761 shares; 2025Q3: 75,780 shares 75,780 $5.64M 0.34% -1,981 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,310 shares; 2024Q4: 14,086 shares; 2025Q1: 14,024 shares; 2025Q2: 13,728 shares; 2025Q3: 13,663 shares 13,663 $5.54M 0.33% -65 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: not reported; 2025Q1: 21,296 shares; 2025Q2: 21,820 shares; 2025Q3: 22,043 shares 22,043 $5.31M 0.32% +223 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,741 shares; 2024Q4: 6,544 shares; 2025Q1: 6,543 shares; 2025Q2: 6,712 shares; 2025Q3: 6,763 shares 6,763 $5.16M 0.31% +51 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,137 shares; 2025Q2: 44,466 shares; 2025Q3: 44,918 shares 44,918 $5.04M 0.3% +452 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,605 shares; 2024Q4: 24,617 shares; 2025Q1: 14,283 shares; 2025Q2: not reported; 2025Q3: 14,523 shares 14,523 $5.01M 0.3% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,888 shares; 2024Q4: 7,504 shares; 2025Q1: 153,763 shares; 2025Q2: 157,631 shares; 2025Q3: 158,569 shares 158,569 $4.98M 0.3% +938 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,217 shares; 2024Q4: 67,208 shares; 2025Q1: 71,494 shares; 2025Q2: 72,577 shares; 2025Q3: 73,980 shares 73,980 $4.96M 0.3% +1,403 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,265 shares; 2025Q2: 57,798 shares; 2025Q3: 58,524 shares 58,524 $4.92M 0.29% +726 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,292 shares; 2025Q2: 29,798 shares; 2025Q3: 29,944 shares 29,944 $4.86M 0.29% +146 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 564 shares; 2025Q1: 14,248 shares; 2025Q2: 14,523 shares; 2025Q3: 14,757 shares 14,757 $4.77M 0.29% +234 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,178 shares; 2024Q4: 22,793 shares; 2025Q1: 29,023 shares; 2025Q2: 29,640 shares; 2025Q3: 29,846 shares 29,846 $4.75M 0.28% +206 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,565 shares; 2024Q4: 49,895 shares; 2025Q1: 50,964 shares; 2025Q2: 52,605 shares; 2025Q3: 54,284 shares 54,284 $4.73M 0.28% +1,679 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,756 shares; 2024Q4: 243,239 shares; 2025Q1: 233,377 shares; 2025Q2: 230,187 shares; 2025Q3: 229,510 shares 229,510 $4.72M 0.28% -677 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,029 shares; 2024Q4: 14,914 shares; 2025Q1: 14,134 shares; 2025Q2: 14,187 shares; 2025Q3: 20,025 shares 20,025 $4.64M 0.28% +5,838 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,252 shares; 2024Q4: 326,434 shares; 2025Q1: 381,926 shares; 2025Q2: 487,404 shares; 2025Q3: 484,890 shares 484,890 $4.6M 0.28% -2,514 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,378 shares; 2025Q1: 123,684 shares; 2025Q2: 115,045 shares; 2025Q3: 114,725 shares 114,725 $4.54M 0.27% -320 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,830 shares; 2024Q4: 294,125 shares; 2025Q1: 290,563 shares; 2025Q2: 280,537 shares; 2025Q3: 259,010 shares 259,010 $4.25M 0.25% -21,527 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,265 shares 84,265 $4.24M 0.25% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 3,434 shares; 2025Q1: 5,760 shares; 2025Q2: 6,016 shares; 2025Q3: 10,473 shares 10,473 $4.21M 0.25% +4,457 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,600 shares; 2024Q4: 25,100 shares; 2025Q1: 28,085 shares; 2025Q2: 32,012 shares; 2025Q3: 36,397 shares 36,397 $4.14M 0.25% +4,385 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,332 shares; 2024Q4: 59,852 shares; 2025Q1: 63,616 shares; 2025Q2: 64,860 shares; 2025Q3: 69,188 shares 69,188 $4.08M 0.24% +4,328 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 4,665 shares; 2025Q1: 5,000 shares; 2025Q2: 5,137 shares; 2025Q3: 5,521 shares 5,521 $4.05M 0.24% +384 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,352 shares; 2024Q4: 209,737 shares; 2025Q1: 204,171 shares; 2025Q2: 205,294 shares; 2025Q3: 199,962 shares 199,962 $3.94M 0.24% -5,332 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,057 shares; 2024Q4: 130,942 shares; 2025Q1: 132,977 shares; 2025Q2: 131,279 shares; 2025Q3: 136,135 shares 136,135 $3.94M 0.24% +4,856 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,184 shares; 2024Q4: 12,298 shares; 2025Q1: 12,477 shares; 2025Q2: 12,338 shares; 2025Q3: 12,373 shares 12,373 $3.9M 0.23% +35 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,824 shares; 2024Q4: 34,692 shares; 2025Q1: 3,887 shares; 2025Q2: 3,391 shares; 2025Q3: 22,617 shares 22,617 $3.76M 0.23% +19,226 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,657 shares; 2024Q4: 76,289 shares; 2025Q1: 74,278 shares; 2025Q2: 77,375 shares; 2025Q3: 62,780 shares 62,780 $3.76M 0.23% -14,595 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,336 shares; 2024Q4: 17,265 shares; 2025Q1: 17,240 shares; 2025Q2: 17,220 shares; 2025Q3: 17,061 shares 17,061 $3.68M 0.22% -159 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,849 shares; 2024Q4: 14,996 shares; 2025Q1: 15,139 shares; 2025Q2: 14,781 shares; 2025Q3: 15,067 shares 15,067 $3.67M 0.22% +286 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,515 shares; 2024Q4: 200,478 shares; 2025Q1: 192,665 shares; 2025Q2: 186,452 shares; 2025Q3: 180,213 shares 180,213 $3.52M 0.21% -6,239 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,649 shares; 2025Q1: 2,645 shares; 2025Q2: 2,342 shares; 2025Q3: 2,339 shares 2,339 $3.5M 0.21% -3 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,136 shares; 2024Q4: 10,212 shares; 2025Q1: 10,373 shares; 2025Q2: 10,283 shares; 2025Q3: 10,483 shares 10,483 $3.46M 0.21% +200 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,530 shares; 2024Q4: 78,104 shares; 2025Q1: 94,689 shares; 2025Q2: 94,689 shares; 2025Q3: 87,821 shares 87,821 $3.37M 0.2% -6,868 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,777 shares; 2025Q3: 24,231 shares 24,231 $3.32M 0.2% +1,454 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,440 shares 62,440 $3.18M 0.19% new Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,517 shares; 2024Q4: 224,775 shares; 2025Q1: 201,326 shares; 2025Q2: 179,148 shares; 2025Q3: 150,203 shares 150,203 $3.11M 0.19% -28,945 UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,676 shares; 2024Q4: 117,501 shares; 2025Q1: 107,850 shares; 2025Q2: 106,131 shares; 2025Q3: 96,101 shares 96,101 $3.09M 0.18% -10,030 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,802 shares; 2024Q4: 38,217 shares; 2025Q1: 36,730 shares; 2025Q2: 36,447 shares; 2025Q3: 37,862 shares 37,862 $3.05M 0.18% +1,415 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,532 shares; 2024Q4: 36,265 shares; 2025Q1: 35,322 shares; 2025Q2: 34,592 shares; 2025Q3: 34,105 shares 34,105 $2.99M 0.18% -487 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,868 shares; 2024Q4: 66,899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,919 shares 44,919 $2.98M 0.18% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,609 shares; 2024Q4: 35,698 shares; 2025Q1: 36,960 shares; 2025Q2: 38,243 shares; 2025Q3: 40,472 shares 40,472 $2.93M 0.18% +2,229 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,011 shares; 2025Q1: 126,011 shares; 2025Q2: 126,011 shares; 2025Q3: 126,011 shares 126,011 $2.85M 0.17% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,498 shares; 2024Q4: 36,173 shares; 2025Q1: 34,180 shares; 2025Q2: 34,468 shares; 2025Q3: 34,030 shares 34,030 $2.67M 0.16% -438 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,237 shares; 2025Q1: 25,056 shares; 2025Q2: 35,440 shares; 2025Q3: 36,728 shares 36,728 $2.64M 0.16% +1,288 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,776 shares; 2024Q4: 32,721 shares; 2025Q1: 31,391 shares; 2025Q2: 30,823 shares; 2025Q3: 30,525 shares 30,525 $2.5M 0.15% -298 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,922 shares; 2024Q4: 47,297 shares; 2025Q1: 47,403 shares; 2025Q2: 43,815 shares; 2025Q3: 43,010 shares 43,010 $2.43M 0.15% -805 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,313 shares; 2024Q4: 8,312 shares; 2025Q1: 8,342 shares; 2025Q2: 8,254 shares; 2025Q3: 8,568 shares 8,568 $2.41M 0.14% +314 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,107 shares; 2024Q4: 17,987 shares; 2025Q1: 18,040 shares; 2025Q2: 18,379 shares; 2025Q3: 18,211 shares 18,211 $2.35M 0.14% -168 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 2,378 shares; 2025Q1: 4,002 shares; 2025Q2: 4,786 shares; 2025Q3: 4,771 shares 4,771 $2.34M 0.14% -15 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,662 shares; 2024Q4: 127,221 shares; 2025Q1: 107,792 shares; 2025Q2: 107,301 shares; 2025Q3: 104,853 shares 104,853 $2.34M 0.14% -2,448 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,599 shares; 2024Q4: 3,527 shares; 2025Q1: 3,483 shares; 2025Q2: 3,421 shares; 2025Q3: 3,381 shares 3,381 $2.31M 0.14% -40 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,475 shares; 2024Q4: 81,825 shares; 2025Q1: 79,089 shares; 2025Q2: 70,989 shares; 2025Q3: 58,145 shares 58,145 $2.29M 0.14% -12,844 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,639 shares; 2025Q1: 24,690 shares; 2025Q2: 28,652 shares; 2025Q3: 45,005 shares 45,005 $2.28M 0.14% +16,353 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,594 shares; 2024Q4: 74,912 shares; 2025Q1: 72,161 shares; 2025Q2: 72,831 shares; 2025Q3: 72,965 shares 72,965 $2.26M 0.14% +134 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,431 shares; 2024Q4: 18,228 shares; 2025Q1: 17,711 shares; 2025Q2: 17,711 shares; 2025Q3: 59,069 shares 59,069 $2.25M 0.13% +41,358 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,687 shares; 2025Q1: 62,650 shares; 2025Q2: 68,075 shares; 2025Q3: 68,560 shares 68,560 $2.25M 0.13% +485 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,311 shares; 2025Q2: 71,444 shares; 2025Q3: 84,574 shares 84,574 $2.25M 0.13% +13,130 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: 2,982 shares; 2025Q1: 2,838 shares; 2025Q2: 2,835 shares; 2025Q3: 3,302 shares 3,302 $2.21M 0.13% +467 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,438 shares 60,438 $2.17M 0.13% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 5,020 shares; 2025Q1: 4,803 shares; 2025Q2: 4,514 shares; 2025Q3: 4,436 shares 4,436 $2.15M 0.13% -78 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 21,918 shares; 2025Q1: 25,543 shares; 2025Q2: 31,839 shares; 2025Q3: 31,323 shares 31,323 $2.14M 0.13% -516 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 2,004 shares; 2025Q1: 1,879 shares; 2025Q2: 1,872 shares; 2025Q3: 1,786 shares 1,786 $2.14M 0.13% -86 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,203 shares; 2024Q4: 373,508 shares; 2025Q1: 42,876 shares; 2025Q2: 42,365 shares; 2025Q3: 38,917 shares 38,917 $2.11M 0.13% -3,448 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,469 shares; 2024Q4: 82,554 shares; 2025Q1: 77,534 shares; 2025Q2: 68,938 shares; 2025Q3: 72,184 shares 72,184 $2.1M 0.13% +3,246 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,339 shares; 2024Q4: 16,257 shares; 2025Q1: 16,171 shares; 2025Q2: 15,029 shares; 2025Q3: 14,807 shares 14,807 $2.06M 0.12% -222 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,058 shares; 2024Q4: 102,095 shares; 2025Q1: 94,169 shares; 2025Q2: 75,710 shares; 2025Q3: 69,810 shares 69,810 $2.05M 0.12% -5,900 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,216 shares; 2024Q4: 9,216 shares; 2025Q1: 46,426 shares; 2025Q2: 57,159 shares; 2025Q3: 57,159 shares 57,159 $2.05M 0.12% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,160 shares; 2024Q4: 7,452 shares; 2025Q1: 7,056 shares; 2025Q2: 6,985 shares; 2025Q3: 7,046 shares 7,046 $1.98M 0.12% +61 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,811 shares; 2024Q4: 8,164 shares; 2025Q1: 7,391 shares; 2025Q2: 7,379 shares; 2025Q3: 7,680 shares 7,680 $1.95M 0.12% +301 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,952 shares; 2024Q4: 5,952 shares; 2025Q1: 5,921 shares; 2025Q2: 6,227 shares; 2025Q3: 6,227 shares 6,227 $1.92M 0.11% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,319 shares; 2024Q4: 17,122 shares; 2025Q1: 16,357 shares; 2025Q2: 16,279 shares; 2025Q3: 16,837 shares 16,837 $1.9M 0.11% +558 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,613 shares; 2024Q4: 32,936 shares; 2025Q1: 32,419 shares; 2025Q2: 27,042 shares; 2025Q3: 26,368 shares 26,368 $1.9M 0.11% -674 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,660 shares; 2025Q1: 17,063 shares; 2025Q2: 17,642 shares; 2025Q3: 18,760 shares 18,760 $1.89M 0.11% +1,118 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,522 shares; 2025Q1: 2,492 shares; 2025Q2: 2,491 shares; 2025Q3: 2,489 shares 2,489 $1.89M 0.11% -2 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,157 shares; 2025Q1: 16,586 shares; 2025Q2: 15,318 shares; 2025Q3: 19,997 shares 19,997 $1.87M 0.11% +4,679 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,966 shares; 2024Q4: 5,966 shares; 2025Q1: 4,163 shares; 2025Q2: 4,153 shares; 2025Q3: 4,093 shares 4,093 $1.83M 0.11% -60 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,867 shares; 2024Q4: 20,400 shares; 2025Q1: 19,956 shares; 2025Q2: 19,551 shares; 2025Q3: 19,043 shares 19,043 $1.81M 0.11% -508 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,183 shares; 2024Q4: 7,853 shares; 2025Q1: 7,920 shares; 2025Q2: 7,852 shares; 2025Q3: 13,094 shares 13,094 $1.75M 0.1% +5,242 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,817 shares; 2024Q4: 22,608 shares; 2025Q1: 21,693 shares; 2025Q2: 20,681 shares; 2025Q3: 20,569 shares 20,569 $1.74M 0.1% -112 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,708 shares; 2024Q4: 34,803 shares; 2025Q1: 34,521 shares; 2025Q2: 34,627 shares; 2025Q3: 19,972 shares 19,972 $1.74M 0.1% -14,655 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,319 shares; 2025Q2: 28,529 shares; 2025Q3: 37,225 shares 37,225 $1.7M 0.1% +8,696 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,548 shares; 2024Q4: 19,525 shares; 2025Q1: 17,818 shares; 2025Q2: 17,109 shares; 2025Q3: 17,149 shares 17,149 $1.7M 0.1% +40 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,966 shares; 2025Q1: 50,938 shares; 2025Q2: 54,596 shares; 2025Q3: 54,124 shares 54,124 $1.7M 0.1% -472 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,297 shares; 2024Q4: 9,457 shares; 2025Q1: 11,299 shares; 2025Q2: 11,259 shares; 2025Q3: 10,778 shares 10,778 $1.67M 0.1% -481 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,248 shares; 2024Q4: 54,831 shares; 2025Q1: 57,023 shares; 2025Q2: 56,854 shares; 2025Q3: 53,547 shares 53,547 $1.66M 0.1% -3,307 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,468 shares 105,468 $1.64M 0.1% new Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,892 shares; 2024Q4: 13,892 shares; 2025Q1: 41,855 shares; 2025Q2: 56,838 shares; 2025Q3: 57,032 shares 57,032 $1.62M 0.1% +194 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,333 shares; 2025Q1: 4,353 shares; 2025Q2: 4,336 shares; 2025Q3: 4,353 shares 4,353 $1.61M 0.1% +17 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,392 shares; 2024Q4: 34,140 shares; 2025Q1: 34,901 shares; 2025Q2: 34,264 shares; 2025Q3: 34,339 shares 34,339 $1.59M 0.1% +75 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 7,714 shares; 2025Q1: 7,714 shares; 2025Q2: 7,752 shares; 2025Q3: 7,714 shares 7,714 $1.57M 0.09% -38 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,267 shares; 2024Q4: 58,597 shares; 2025Q1: 53,632 shares; 2025Q2: 53,238 shares; 2025Q3: 51,703 shares 51,703 $1.55M 0.09% -1,535 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,161 shares; 2025Q1: 2,109 shares; 2025Q2: 2,099 shares; 2025Q3: 2,079 shares 2,079 $1.55M 0.09% -20 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 8,014 shares; 2025Q1: 8,370 shares; 2025Q2: 13,744 shares; 2025Q3: 27,151 shares 27,151 $1.55M 0.09% +13,407 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,931 shares; 2025Q1: 21,826 shares; 2025Q2: 28,986 shares; 2025Q3: 31,486 shares 31,486 $1.54M 0.09% +2,500 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,927 shares; 2024Q4: 35,660 shares; 2025Q1: 32,972 shares; 2025Q2: 32,666 shares; 2025Q3: 34,733 shares 34,733 $1.53M 0.09% +2,067 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,275 shares; 2024Q4: 33,312 shares; 2025Q1: 32,565 shares; 2025Q2: 31,933 shares; 2025Q3: 31,475 shares 31,475 $1.5M 0.09% -458 Timeline USSH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,636 shares; 2025Q2: 20,164 shares; 2025Q3: 29,572 shares 29,572 $1.5M 0.09% +9,408 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 3,891 shares; 2025Q1: 3,537 shares; 2025Q2: 3,281 shares; 2025Q3: 3,135 shares 3,135 $1.5M 0.09% -146 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,397 shares; 2024Q4: 50,474 shares; 2025Q1: 51,201 shares; 2025Q2: 49,691 shares; 2025Q3: 43,715 shares 43,715 $1.49M 0.09% -5,976 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,454 shares; 2024Q4: 9,703 shares; 2025Q1: 9,563 shares; 2025Q2: 9,385 shares; 2025Q3: 9,335 shares 9,335 $1.43M 0.09% -50 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,348 shares; 2025Q1: 45,160 shares; 2025Q2: 45,232 shares; 2025Q3: 44,474 shares 44,474 $1.38M 0.08% -758 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 3,681 shares; 2025Q1: 3,748 shares; 2025Q2: 3,211 shares; 2025Q3: 3,802 shares 3,802 $1.35M 0.08% +591 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,928 shares; 2025Q1: 10,862 shares; 2025Q2: 29,560 shares; 2025Q3: 26,711 shares 26,711 $1.35M 0.08% -2,849 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,596 shares; 2025Q1: 27,519 shares; 2025Q2: 27,877 shares; 2025Q3: 27,887 shares 27,887 $1.29M 0.08% +10 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 5,665 shares; 2025Q1: 10,765 shares; 2025Q2: 11,444 shares; 2025Q3: 11,444 shares 11,444 $1.28M 0.08% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,478 shares; 2024Q4: 33,110 shares; 2025Q1: 32,907 shares; 2025Q2: 27,390 shares; 2025Q3: 33,174 shares 33,174 $1.28M 0.08% +5,784 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,832 shares; 2024Q4: 3,948 shares; 2025Q1: 4,047 shares; 2025Q2: 4,174 shares; 2025Q3: 4,580 shares 4,580 $1.28M 0.08% +406 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,224 shares; 2024Q4: 50,123 shares; 2025Q1: 50,415 shares; 2025Q2: 50,431 shares; 2025Q3: 48,577 shares 48,577 $1.28M 0.08% -1,854 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,559 shares; 2024Q4: 20,638 shares; 2025Q1: 19,583 shares; 2025Q2: 16,307 shares; 2025Q3: 14,068 shares 14,068 $1.26M 0.08% -2,239 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,388 shares; 2024Q4: 26,028 shares; 2025Q1: 24,103 shares; 2025Q2: 22,247 shares; 2025Q3: 22,247 shares 22,247 $1.24M 0.07% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,128 shares; 2025Q2: 23,482 shares; 2025Q3: 24,426 shares 24,426 $1.24M 0.07% +944 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,319 shares; 2024Q4: 64,771 shares; 2025Q1: 65,311 shares; 2025Q2: 65,021 shares; 2025Q3: 52,234 shares 52,234 $1.22M 0.07% -12,787 BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,972 shares; 2024Q4: 9,827 shares; 2025Q1: 9,611 shares; 2025Q2: 9,531 shares; 2025Q3: 9,350 shares 9,350 $1.22M 0.07% -181 Timeline OPRT OPORTUN FINL CORP More: the full row for OPORTUN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,313 shares; 2024Q4: 172,910 shares; 2025Q1: 196,543 shares; 2025Q2: 196,543 shares; 2025Q3: 196,543 shares 196,543 $1.21M 0.07% 0 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,399 shares; 2024Q4: 30,736 shares; 2025Q1: 30,681 shares; 2025Q2: 30,823 shares; 2025Q3: 30,823 shares 30,823 $1.2M 0.07% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,078 shares; 2024Q4: 12,232 shares; 2025Q1: 12,399 shares; 2025Q2: 14,901 shares; 2025Q3: 14,119 shares 14,119 $1.18M 0.07% -782 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,449 shares; 2024Q4: 7,283 shares; 2025Q1: 7,283 shares; 2025Q2: 29,283 shares; 2025Q3: 29,280 shares 29,280 $1.18M 0.07% -3 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,419 shares; 2024Q4: 486,936 shares; 2025Q1: 32,050 shares; 2025Q2: 27,414 shares; 2025Q3: 24,624 shares 24,624 $1.15M 0.07% -2,790 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,256 shares; 2024Q4: 10,178 shares; 2025Q1: 11,301 shares; 2025Q2: 11,363 shares; 2025Q3: 11,159 shares 11,159 $1.09M 0.07% -204 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,717 shares; 2025Q2: 12,786 shares; 2025Q3: 20,432 shares 20,432 $1.08M 0.06% +7,646 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,501 shares; 2024Q4: 4,183 shares; 2025Q1: 3,787 shares; 2025Q2: 3,797 shares; 2025Q3: 3,814 shares 3,814 $1.08M 0.06% +17 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 4,130 shares; 2025Q1: 4,709 shares; 2025Q2: 5,037 shares; 2025Q3: 4,893 shares 4,893 $1.06M 0.06% -144 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,973 shares; 2024Q4: 24,204 shares; 2025Q1: 21,093 shares; 2025Q2: 19,901 shares; 2025Q3: 16,656 shares 16,656 $1.05M 0.06% -3,245 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 6,584 shares; 2025Q1: 6,208 shares; 2025Q2: 6,201 shares; 2025Q3: 6,161 shares 6,161 $1.05M 0.06% -40 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 3,399 shares; 2025Q1: 3,231 shares; 2025Q2: 3,050 shares; 2025Q3: 3,068 shares 3,068 $1.05M 0.06% +18 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,334 shares; 2025Q1: 1,375 shares; 2025Q2: 1,329 shares; 2025Q3: 1,312 shares 1,312 $1.05M 0.06% -17 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,414 shares; 2024Q4: 77,018 shares; 2025Q1: 8,906 shares; 2025Q2: 15,541 shares; 2025Q3: 21,126 shares 21,126 $1.04M 0.06% +5,585 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,081 shares; 2025Q1: 1,206 shares; 2025Q2: 1,163 shares; 2025Q3: 2,761 shares 2,761 $1.03M 0.06% +1,598 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,427 shares; 2024Q4: 5,244 shares; 2025Q1: 5,345 shares; 2025Q2: 5,207 shares; 2025Q3: 4,909 shares 4,909 $1.03M 0.06% -298 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,309 shares; 2024Q4: 18,837 shares; 2025Q1: 18,405 shares; 2025Q2: 18,816 shares; 2025Q3: 18,814 shares 18,814 $1.02M 0.06% -2 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,036 shares; 2024Q4: 283,174 shares; 2025Q1: 16,673 shares; 2025Q2: 14,843 shares; 2025Q3: 13,837 shares 13,837 $1.02M 0.06% -1,006 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,315 shares; 2024Q4: 15,200 shares; 2025Q1: 15,153 shares; 2025Q2: 14,169 shares; 2025Q3: 13,494 shares 13,494 $1.02M 0.06% -675 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,060 shares; 2025Q1: 31,185 shares; 2025Q2: 31,481 shares; 2025Q3: 30,937 shares 30,937 $1.02M 0.06% -544 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 981 shares; 2025Q1: 1,907 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700 $1.01M 0.06% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,325 shares; 2024Q4: 20,996 shares; 2025Q1: 15,869 shares; 2025Q2: 17,688 shares; 2025Q3: 20,070 shares 20,070 $1.01M 0.06% +2,382 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,631 shares; 2024Q4: 26,450 shares; 2025Q1: 25,846 shares; 2025Q2: 25,286 shares; 2025Q3: 25,301 shares 25,301 $993K 0.06% +15 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 3,332 shares; 2025Q1: 3,300 shares; 2025Q2: 3,297 shares; 2025Q3: 3,249 shares 3,249 $977K 0.06% -48 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,391 shares; 2024Q4: 14,576 shares; 2025Q1: 14,612 shares; 2025Q2: 14,672 shares; 2025Q3: 14,696 shares 14,696 $975K 0.06% +24 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: 4,954 shares; 2025Q1: 4,954 shares; 2025Q2: 4,957 shares; 2025Q3: 8,977 shares 8,977 $959K 0.06% +4,020 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,835 shares; 2024Q4: 5,846 shares; 2025Q1: 6,104 shares; 2025Q2: 5,967 shares; 2025Q3: 5,961 shares 5,961 $947K 0.06% -6 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 2,351 shares; 2025Q1: 2,441 shares; 2025Q2: 2,619 shares; 2025Q3: 3,105 shares 3,105 $944K 0.06% +486 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,858 shares; 2024Q4: 15,658 shares; 2025Q1: 14,485 shares; 2025Q2: 14,185 shares; 2025Q3: 13,739 shares 13,739 $940K 0.06% -446 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,274 shares; 2025Q2: 3,272 shares; 2025Q3: 2,883 shares 2,883 $933K 0.06% -389 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,003 shares; 2025Q1: 4,831 shares; 2025Q2: 5,934 shares; 2025Q3: 12,729 shares 12,729 $926K 0.06% +6,795 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,377 shares 21,377 $921K 0.06% new Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,950 shares; 2024Q4: 29,931 shares; 2025Q1: 34,259 shares; 2025Q2: 32,740 shares; 2025Q3: 26,143 shares 26,143 $920K 0.06% -6,597 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,332 shares; 2024Q4: 11,040 shares; 2025Q1: 10,193 shares; 2025Q2: 27,934 shares; 2025Q3: 26,842 shares 26,842 $918K 0.05% -1,092 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,727 shares; 2024Q4: 17,075 shares; 2025Q1: 13,717 shares; 2025Q2: 12,617 shares; 2025Q3: 12,432 shares 12,432 $913K 0.05% -185 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 7,034 shares; 2025Q1: 6,974 shares; 2025Q2: 23,691 shares; 2025Q3: 17,903 shares 17,903 $903K 0.05% -5,788 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: 3,523 shares; 2025Q1: 3,180 shares; 2025Q2: 3,114 shares; 2025Q3: 3,092 shares 3,092 $863K 0.05% -22 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,952 shares; 2024Q4: 10,010 shares; 2025Q1: 10,431 shares; 2025Q2: 10,846 shares; 2025Q3: 10,874 shares 10,874 $852K 0.05% +28 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,204 shares; 2024Q4: 19,004 shares; 2025Q1: 16,675 shares; 2025Q2: 16,689 shares; 2025Q3: 16,407 shares 16,407 $801K 0.05% -282 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 5,000 shares; 2025Q1: 4,913 shares; 2025Q2: 4,919 shares; 2025Q3: 4,910 shares 4,910 $796K 0.05% -9 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,414 shares; 2024Q4: 10,378 shares; 2025Q1: 10,101 shares; 2025Q2: 10,051 shares; 2025Q3: 9,961 shares 9,961 $796K 0.05% -90 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,278 shares; 2024Q4: 8,058 shares; 2025Q1: 7,857 shares; 2025Q2: 7,574 shares; 2025Q3: 7,502 shares 7,502 $787K 0.05% -72 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,009 shares; 2025Q1: 19,089 shares; 2025Q2: 17,304 shares; 2025Q3: 17,308 shares 17,308 $773K 0.05% +4 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,672 shares; 2025Q1: 22,221 shares; 2025Q2: 13,243 shares; 2025Q3: 13,243 shares 13,243 $771K 0.05% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,573 shares; 2024Q4: 3,551 shares; 2025Q1: 3,521 shares; 2025Q2: 3,436 shares; 2025Q3: 3,226 shares 3,226 $763K 0.05% -210 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,450 shares; 2025Q3: 14,450 shares 14,450 $758K 0.05% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 2,174 shares; 2025Q1: 2,194 shares; 2025Q2: 2,244 shares; 2025Q3: 2,284 shares 2,284 $752K 0.04% +40 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,551 shares; 2024Q4: 13,633 shares; 2025Q1: 14,302 shares; 2025Q2: 14,211 shares; 2025Q3: 14,538 shares 14,538 $750K 0.04% +327 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,350 shares; 2025Q1: 9,463 shares; 2025Q2: 9,350 shares; 2025Q3: 9,350 shares 9,350 $750K 0.04% 0 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,890 shares; 2024Q4: 10,890 shares; 2025Q1: 9,668 shares; 2025Q2: 9,675 shares; 2025Q3: 9,697 shares 9,697 $743K 0.04% +22 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,524 shares; 2024Q4: 48,679 shares; 2025Q1: 43,405 shares; 2025Q2: 41,380 shares; 2025Q3: 40,691 shares 40,691 $742K 0.04% -689 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,728 shares; 2024Q4: 2,110 shares; 2025Q1: 2,187 shares; 2025Q2: 2,201 shares; 2025Q3: 2,232 shares 2,232 $741K 0.04% +31 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 864 shares; 2025Q1: 959 shares; 2025Q2: 931 shares; 2025Q3: 1,016 shares 1,016 $730K 0.04% +85 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,863 shares; 2024Q4: 16,863 shares; 2025Q1: 16,352 shares; 2025Q2: 16,354 shares; 2025Q3: 16,355 shares 16,355 $729K 0.04% +1 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,486 shares; 2024Q4: 10,486 shares; 2025Q1: 11,156 shares; 2025Q2: 11,392 shares; 2025Q3: 11,475 shares 11,475 $727K 0.04% +83 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,635 shares; 2024Q4: 5,903 shares; 2025Q1: 5,906 shares; 2025Q2: 6,116 shares; 2025Q3: 8,078 shares 8,078 $725K 0.04% +1,962 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,414 shares; 2024Q4: 5,414 shares; 2025Q1: 5,909 shares; 2025Q2: 5,861 shares; 2025Q3: 5,954 shares 5,954 $719K 0.04% +93 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,729 shares; 2025Q1: 4,256 shares; 2025Q2: 3,348 shares; 2025Q3: 3,910 shares 3,910 $713K 0.04% +562 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,488 shares; 2024Q4: 10,073 shares; 2025Q1: 9,531 shares; 2025Q2: 9,513 shares; 2025Q3: 8,736 shares 8,736 $705K 0.04% -777 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,191 shares; 2024Q4: 12,197 shares; 2025Q1: 10,400 shares; 2025Q2: 8,755 shares; 2025Q3: 8,320 shares 8,320 $698K 0.04% -435 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 4,270 shares; 2025Q1: 4,251 shares; 2025Q2: 4,261 shares; 2025Q3: 4,309 shares 4,309 $697K 0.04% +48 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 2,440 shares; 2025Q1: 2,615 shares; 2025Q2: 2,560 shares; 2025Q3: 2,500 shares 2,500 $685K 0.04% -60 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,171 shares; 2024Q4: 7,171 shares; 2025Q1: 7,141 shares; 2025Q2: 7,141 shares; 2025Q3: 7,141 shares 7,141 $677K 0.04% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,319 shares; 2024Q4: 7,200 shares; 2025Q1: 6,338 shares; 2025Q2: 5,718 shares; 2025Q3: 8,124 shares 8,124 $674K 0.04% +2,406 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,549 shares; 2024Q4: 14,609 shares; 2025Q1: 14,611 shares; 2025Q2: 14,610 shares; 2025Q3: 14,927 shares 14,927 $665K 0.04% +317 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,655 shares; 2025Q3: 24,242 shares 24,242 $662K 0.04% -413 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,336 shares; 2024Q4: 416,939 shares; 2025Q1: 17,963 shares; 2025Q2: 17,016 shares; 2025Q3: 15,448 shares 15,448 $661K 0.04% -1,568 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,665 shares; 2024Q4: 9,183 shares; 2025Q1: 8,994 shares; 2025Q2: 8,002 shares; 2025Q3: 8,081 shares 8,081 $646K 0.04% +79 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,636 shares; 2024Q4: 14,798 shares; 2025Q1: 26,391 shares; 2025Q2: 25,325 shares; 2025Q3: 25,458 shares 25,458 $641K 0.04% +133 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 4,327 shares; 2025Q1: 4,419 shares; 2025Q2: 3,980 shares; 2025Q3: 4,075 shares 4,075 $633K 0.04% +95 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares 23,000 $631K 0.04% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,190 shares; 2024Q4: 10,956 shares; 2025Q1: 11,064 shares; 2025Q2: 10,755 shares; 2025Q3: 10,912 shares 10,912 $627K 0.04% +157 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 1,083 shares; 2025Q1: 1,083 shares; 2025Q2: 1,083 shares; 2025Q3: 1,085 shares 1,085 $613K 0.04% +2 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,535 shares; 2024Q4: 17,438 shares; 2025Q1: 17,246 shares; 2025Q2: 15,091 shares; 2025Q3: 14,539 shares 14,539 $613K 0.04% -552 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,095 shares; 2025Q1: 9,194 shares; 2025Q2: 9,108 shares; 2025Q3: 9,230 shares 9,230 $608K 0.04% +122 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 796 shares; 2025Q1: 888 shares; 2025Q2: 989 shares; 2025Q3: 986 shares 986 $606K 0.04% -3 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,183 shares; 2025Q1: 1,253 shares; 2025Q2: 1,244 shares; 2025Q3: 2,496 shares 2,496 $604K 0.04% +1,252 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,019 shares; 2025Q1: 983 shares; 2025Q2: 983 shares; 2025Q3: 1,261 shares 1,261 $591K 0.04% +278 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,869 shares; 2025Q1: 8,957 shares; 2025Q2: 11,709 shares; 2025Q3: 13,824 shares 13,824 $586K 0.04% +2,115 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,360 shares; 2024Q4: 17,360 shares; 2025Q1: 17,360 shares; 2025Q2: 17,360 shares; 2025Q3: 17,360 shares 17,360 $584K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,313 shares; 2024Q4: 5,909 shares; 2025Q1: 5,251 shares; 2025Q2: 4,999 shares; 2025Q3: 5,060 shares 5,060 $579K 0.03% +61 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,425 shares; 2024Q4: 7,316 shares; 2025Q1: 7,039 shares; 2025Q2: 6,558 shares; 2025Q3: 6,430 shares 6,430 $574K 0.03% -128 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 4,039 shares; 2025Q1: 3,100 shares; 2025Q2: 2,968 shares; 2025Q3: 4,078 shares 4,078 $562K 0.03% +1,110 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,161 shares; 2024Q4: 8,161 shares; 2025Q1: 8,161 shares; 2025Q2: 8,129 shares; 2025Q3: 8,129 shares 8,129 $560K 0.03% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 4,416 shares; 2025Q1: 4,213 shares; 2025Q2: 4,195 shares; 2025Q3: 4,987 shares 4,987 $556K 0.03% +792 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,007 shares; 2024Q4: 10,467 shares; 2025Q1: 10,183 shares; 2025Q2: 10,865 shares; 2025Q3: 12,010 shares 12,010 $552K 0.03% +1,145 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,176 shares 4,176 $552K 0.03% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,102 shares; 2024Q4: 5,102 shares; 2025Q1: 5,087 shares; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares 5,090 $531K 0.03% 0 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,137 shares; 2024Q4: 19,496 shares; 2025Q1: 21,068 shares; 2025Q2: 16,815 shares; 2025Q3: 16,652 shares 16,652 $531K 0.03% -163 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,280 shares; 2024Q4: 24,560 shares; 2025Q1: 24,560 shares; 2025Q2: 20,644 shares; 2025Q3: 20,663 shares 20,663 $529K 0.03% +19 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,625 shares; 2025Q1: 1,598 shares; 2025Q2: 1,648 shares; 2025Q3: 1,567 shares 1,567 $529K 0.03% -81 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 7,106 shares; 2025Q1: 6,688 shares; 2025Q2: 6,688 shares; 2025Q3: 6,689 shares 6,689 $520K 0.03% +1 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,363 shares; 2024Q4: 28,084 shares; 2025Q1: 28,084 shares; 2025Q2: 28,084 shares; 2025Q3: 13,337 shares 13,337 $513K 0.03% -14,747 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,467 shares; 2025Q1: 3,529 shares; 2025Q2: 3,492 shares; 2025Q3: 3,501 shares 3,501 $510K 0.03% +9 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,481 shares; 2025Q1: 1,564 shares; 2025Q2: 1,537 shares; 2025Q3: 1,563 shares 1,563 $510K 0.03% +26 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,982 shares; 2024Q4: 3,978 shares; 2025Q1: 3,859 shares; 2025Q2: 3,872 shares; 2025Q3: 3,872 shares 3,872 $508K 0.03% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 2,711 shares; 2025Q1: 2,630 shares; 2025Q2: 2,610 shares; 2025Q3: 2,678 shares 2,678 $508K 0.03% +68 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,201 shares; 2024Q4: 7,654 shares; 2025Q1: 7,675 shares; 2025Q2: 7,634 shares; 2025Q3: 7,661 shares 7,661 $506K 0.03% +27 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 3,400 shares; 2025Q1: 3,356 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares 3,215 $496K 0.03% 0 Timeline BNDI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,768 shares; 2025Q2: 9,248 shares; 2025Q3: 10,330 shares 10,330 $492K 0.03% +1,082 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,390 shares; 2024Q4: 6,534 shares; 2025Q1: 6,534 shares; 2025Q2: 6,534 shares; 2025Q3: 6,534 shares 6,534 $481K 0.03% 0 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,819 shares; 2024Q4: 17,819 shares; 2025Q1: 17,819 shares; 2025Q2: 17,819 shares; 2025Q3: 17,120 shares 17,120 $477K 0.03% -699 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,329 shares; 2024Q4: 6,100 shares; 2025Q1: 5,897 shares; 2025Q2: 5,833 shares; 2025Q3: 5,621 shares 5,621 $476K 0.03% -212 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,549 shares; 2024Q4: 7,575 shares; 2025Q1: 7,440 shares; 2025Q2: 6,610 shares; 2025Q3: 6,460 shares 6,460 $475K 0.03% -150 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,245 shares; 2025Q1: 2,273 shares; 2025Q2: 2,141 shares; 2025Q3: 1,997 shares 1,997 $473K 0.03% -144 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 387 shares; 2025Q2: 374 shares; 2025Q3: 437 shares 437 $471K 0.03% +63 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,505 shares; 2024Q4: 23,300 shares; 2025Q1: 17,362 shares; 2025Q2: 16,289 shares; 2025Q3: 15,818 shares 15,818 $469K 0.03% -471 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,235 shares; 2024Q4: 5,270 shares; 2025Q1: 5,443 shares; 2025Q2: 5,354 shares; 2025Q3: 5,367 shares 5,367 $469K 0.03% +13 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,162 shares; 2024Q4: 10,763 shares; 2025Q1: 10,309 shares; 2025Q2: 10,856 shares; 2025Q3: 10,493 shares 10,493 $461K 0.03% -363 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,664 shares; 2024Q4: 11,504 shares; 2025Q1: 11,439 shares; 2025Q2: 9,385 shares; 2025Q3: 9,406 shares 9,406 $455K 0.03% +21 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,083 shares 9,083 $454K 0.03% new Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,979 shares; 2024Q4: 24,313 shares; 2025Q1: 14,892 shares; 2025Q2: 13,131 shares; 2025Q3: 12,654 shares 12,654 $449K 0.03% -477 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,909 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares 1,854 $444K 0.03% 0 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,697 shares; 2025Q1: 8,801 shares; 2025Q2: 12,751 shares; 2025Q3: 12,787 shares 12,787 $443K 0.03% +36 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,491 shares; 2025Q3: 3,095 shares 3,095 $420K 0.03% +604 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,197 shares; 2024Q4: 131,600 shares; 2025Q1: 7,893 shares; 2025Q2: 5,377 shares; 2025Q3: 4,679 shares 4,679 $418K 0.03% -698 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,807 shares; 2024Q4: 140,546 shares; 2025Q1: 17,133 shares; 2025Q2: 16,084 shares; 2025Q3: 14,955 shares 14,955 $417K 0.02% -1,129 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,615 shares; 2025Q1: 1,548 shares; 2025Q2: 1,558 shares; 2025Q3: 1,419 shares 1,419 $417K 0.02% -139 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,064 shares; 2025Q3: 8,322 shares 8,322 $414K 0.02% +4,258 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 236 shares; 2025Q1: 323 shares; 2025Q2: 343 shares; 2025Q3: 354 shares 354 $413K 0.02% +11 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,591 shares; 2025Q1: 2,980 shares; 2025Q2: 2,754 shares; 2025Q3: 2,829 shares 2,829 $408K 0.02% +75 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 3,767 shares; 2025Q1: 3,785 shares; 2025Q2: 3,788 shares; 2025Q3: 3,791 shares 3,791 $404K 0.02% +3 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 4,468 shares; 2025Q1: 4,343 shares; 2025Q2: 3,981 shares; 2025Q3: 4,164 shares 4,164 $402K 0.02% +183 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 74 shares; 2025Q2: 73 shares; 2025Q3: 73 shares 73 $394K 0.02% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,010 shares; 2024Q4: 4,552 shares; 2025Q1: 3,949 shares; 2025Q2: 3,949 shares; 2025Q3: 3,951 shares 3,951 $393K 0.02% +2 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,635 shares; 2024Q4: 12,323 shares; 2025Q1: 10,438 shares; 2025Q2: 9,347 shares; 2025Q3: 9,347 shares 9,347 $392K 0.02% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,166 shares; 2025Q1: 3,136 shares; 2025Q2: 3,129 shares; 2025Q3: 2,793 shares 2,793 $385K 0.02% -336 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 591 shares; 2025Q1: 603 shares; 2025Q2: 495 shares; 2025Q3: 495 shares 495 $382K 0.02% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,576 shares; 2025Q1: 1,427 shares; 2025Q2: 1,397 shares; 2025Q3: 1,316 shares 1,316 $380K 0.02% -81 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,760 shares; 2024Q4: 10,852 shares; 2025Q1: 10,869 shares; 2025Q2: 10,845 shares; 2025Q3: 10,888 shares 10,888 $378K 0.02% +43 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,605 shares; 2024Q4: 19,603 shares; 2025Q1: 16,678 shares; 2025Q2: 14,888 shares; 2025Q3: 14,665 shares 14,665 $374K 0.02% -223 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,302 shares; 2025Q3: 8,097 shares 8,097 $369K 0.02% +2,795 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,845 shares; 2025Q1: 3,783 shares; 2025Q2: 3,786 shares; 2025Q3: 3,847 shares 3,847 $367K 0.02% +61 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,924 shares; 2024Q4: 7,924 shares; 2025Q1: 7,924 shares; 2025Q2: 7,924 shares; 2025Q3: 7,924 shares 7,924 $363K 0.02% 0 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,190 shares; 2024Q4: 22,791 shares; 2025Q1: 12,810 shares; 2025Q2: 12,797 shares; 2025Q3: 12,386 shares 12,386 $361K 0.02% -411 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,989 shares; 2024Q4: 7,327 shares; 2025Q1: 7,766 shares; 2025Q2: 7,265 shares; 2025Q3: 7,235 shares 7,235 $358K 0.02% -30 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,902 shares; 2025Q1: 1,870 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares 1,836 $351K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 706 shares; 2025Q1: 708 shares; 2025Q2: 699 shares; 2025Q3: 764 shares 764 $349K 0.02% +65 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 81 shares; 2025Q3: 81 shares 81 $348K 0.02% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,624 shares; 2024Q4: 8,265 shares; 2025Q1: 6,307 shares; 2025Q2: 6,102 shares; 2025Q3: 6,110 shares 6,110 $347K 0.02% +8 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 3,027 shares; 2025Q1: 2,976 shares; 2025Q2: 2,939 shares; 2025Q3: 2,443 shares 2,443 $342K 0.02% -496 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,946 shares; 2025Q2: 11,812 shares; 2025Q3: 11,784 shares 11,784 $342K 0.02% -28 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,803 shares; 2024Q4: 10,246 shares; 2025Q1: 11,076 shares; 2025Q2: 12,691 shares; 2025Q3: 13,244 shares 13,244 $335K 0.02% +553 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,023 shares; 2024Q4: 39,916 shares; 2025Q1: 3,122 shares; 2025Q2: 2,592 shares; 2025Q3: 2,451 shares 2,451 $333K 0.02% -141 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,037 shares; 2025Q1: 2,056 shares; 2025Q2: 1,931 shares; 2025Q3: 1,941 shares 1,941 $332K 0.02% +10 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,114 shares; 2024Q4: 5,096 shares; 2025Q1: 4,258 shares; 2025Q2: 4,193 shares; 2025Q3: 4,143 shares 4,143 $331K 0.02% -50 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 6,252 shares; 2025Q1: 7,501 shares; 2025Q2: 7,501 shares; 2025Q3: 7,708 shares 7,708 $331K 0.02% +207 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 11,716 shares; 2025Q1: 12,415 shares; 2025Q2: 12,509 shares; 2025Q3: 12,859 shares 12,859 $331K 0.02% +350 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,082 shares; 2025Q1: 17,082 shares; 2025Q2: 16,292 shares; 2025Q3: 14,343 shares 14,343 $329K 0.02% -1,949 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 4,440 shares; 2025Q1: 5,275 shares; 2025Q2: 5,251 shares; 2025Q3: 5,402 shares 5,402 $328K 0.02% +151 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,973 shares; 2024Q4: 1,973 shares; 2025Q1: 1,886 shares; 2025Q2: 1,729 shares; 2025Q3: 1,604 shares 1,604 $328K 0.02% -125 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,056 shares; 2024Q4: 4,057 shares; 2025Q1: 4,057 shares; 2025Q2: 4,058 shares; 2025Q3: 4,058 shares 4,058 $324K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,528 shares; 2025Q1: 1,532 shares; 2025Q2: 1,484 shares; 2025Q3: 1,460 shares 1,460 $322K 0.02% -24 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 5,244 shares; 2025Q1: 5,242 shares; 2025Q2: 5,266 shares; 2025Q3: 5,266 shares 5,266 $322K 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 442 shares; 2025Q1: 347 shares; 2025Q2: 339 shares; 2025Q3: 338 shares 338 $322K 0.02% -1 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,514 shares; 2025Q3: 1,511 shares 1,511 $321K 0.02% -3 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,276 shares; 2025Q3: 2,380 shares 2,380 $319K 0.02% +104 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,416 shares; 2024Q4: 54,393 shares; 2025Q1: 48,202 shares; 2025Q2: 2,881 shares; 2025Q3: 2,688 shares 2,688 $318K 0.02% -193 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,132 shares; 2025Q1: 7,093 shares; 2025Q2: 7,114 shares; 2025Q3: 7,064 shares 7,064 $318K 0.02% -50 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 2,478 shares; 2025Q1: 979 shares; 2025Q2: 906 shares; 2025Q3: 899 shares 899 $317K 0.02% -7 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,148 shares; 2024Q4: 11,561 shares; 2025Q1: 9,974 shares; 2025Q2: 10,517 shares; 2025Q3: 9,414 shares 9,414 $316K 0.02% -1,103 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,739 shares; 2024Q4: 6,008 shares; 2025Q1: 5,199 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares 4,440 $313K 0.02% 0 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,080 shares; 2024Q4: 15,305 shares; 2025Q1: 15,875 shares; 2025Q2: 16,543 shares; 2025Q3: 19,304 shares 19,304 $312K 0.02% +2,761 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,051 shares; 2025Q1: 13,417 shares; 2025Q2: 7,775 shares; 2025Q3: 7,413 shares 7,413 $312K 0.02% -362 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,192 shares; 2024Q4: 10,213 shares; 2025Q1: 9,773 shares; 2025Q2: 8,865 shares; 2025Q3: 8,873 shares 8,873 $306K 0.02% +8 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,180 shares; 2025Q1: 1,275 shares; 2025Q2: 1,276 shares; 2025Q3: 1,300 shares 1,300 $305K 0.02% +24 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 4,340 shares; 2025Q1: 4,443 shares; 2025Q2: 3,908 shares; 2025Q3: 5,305 shares 5,305 $305K 0.02% +1,397 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,176 shares; 2025Q1: 1,181 shares; 2025Q2: 1,155 shares; 2025Q3: 1,159 shares 1,159 $301K 0.02% +4 Timeline BTCI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,046 shares; 2025Q3: 5,046 shares 5,046 $300K 0.02% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,678 shares; 2024Q4: 7,129 shares; 2025Q1: 7,928 shares; 2025Q2: 6,911 shares; 2025Q3: 6,344 shares 6,344 $300K 0.02% -567 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,621 shares; 2025Q1: 1,585 shares; 2025Q2: 1,495 shares; 2025Q3: 1,453 shares 1,453 $298K 0.02% -42 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3,326 shares; 2025Q1: 3,276 shares; 2025Q2: 3,277 shares; 2025Q3: 3,277 shares 3,277 $297K 0.02% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,432 shares 2,432 $294K 0.02% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,744 shares; 2025Q2: 5,768 shares; 2025Q3: 5,801 shares 5,801 $293K 0.02% +33 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 7,955 shares; 2025Q1: 7,587 shares; 2025Q2: 7,600 shares; 2025Q3: 5,091 shares 5,091 $290K 0.02% -2,509 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,071 shares; 2025Q1: 1,040 shares; 2025Q2: 1,023 shares; 2025Q3: 1,125 shares 1,125 $283K 0.02% +102 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,383 shares; 2025Q1: 1,396 shares; 2025Q2: 1,351 shares; 2025Q3: 1,351 shares 1,351 $283K 0.02% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,183 shares; 2024Q4: 4,034 shares; 2025Q1: 4,116 shares; 2025Q2: 3,828 shares; 2025Q3: 3,579 shares 3,579 $282K 0.02% -249 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,443 shares; 2024Q4: not reported; 2025Q1: 3,526 shares; 2025Q2: 3,526 shares; 2025Q3: 3,526 shares 3,526 $282K 0.02% 0 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,966 shares; 2024Q4: 6,966 shares; 2025Q1: 5,436 shares; 2025Q2: 5,436 shares; 2025Q3: 4,963 shares 4,963 $277K 0.02% -473 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,387 shares 1,387 $277K 0.02% +307 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,795 shares; 2024Q4: 3,274 shares; 2025Q1: 3,080 shares; 2025Q2: 3,068 shares; 2025Q3: 3,028 shares 3,028 $276K 0.02% -40 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,233 shares 6,233 $271K 0.02% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,121 shares; 2025Q1: 3,359 shares; 2025Q2: 2,766 shares; 2025Q3: 2,832 shares 2,832 $269K 0.02% +66 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,959 shares; 2024Q4: 20,920 shares; 2025Q1: 17,921 shares; 2025Q2: 11,445 shares; 2025Q3: 7,861 shares 7,861 $269K 0.02% -3,584 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,489 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,923 shares 3,923 $267K 0.02% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,387 shares; 2024Q4: 2,398 shares; 2025Q1: 2,356 shares; 2025Q2: 2,209 shares; 2025Q3: 2,198 shares 2,198 $267K 0.02% -11 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,609 shares 15,609 $266K 0.02% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,682 shares; 2025Q2: 1,534 shares; 2025Q3: 1,586 shares 1,586 $265K 0.02% +52 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,032 shares; 2025Q1: 1,031 shares; 2025Q2: 1,022 shares; 2025Q3: 1,018 shares 1,018 $265K 0.02% -4 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,874 shares; 2024Q4: 7,874 shares; 2025Q1: 7,874 shares; 2025Q2: 7,874 shares; 2025Q3: 7,874 shares 7,874 $265K 0.02% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,520 shares; 2024Q4: 4,194 shares; 2025Q1: 4,194 shares; 2025Q2: 4,194 shares; 2025Q3: 4,449 shares 4,449 $262K 0.02% +255 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,032 shares; 2024Q4: 6,667 shares; 2025Q1: 6,433 shares; 2025Q2: 6,487 shares; 2025Q3: 6,487 shares 6,487 $262K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428 shares 428 $261K 0.02% new Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,581 shares; 2025Q3: 8,255 shares 8,255 $254K 0.02% +674 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,742 shares; 2025Q1: 2,261 shares; 2025Q2: 2,199 shares; 2025Q3: 2,025 shares 2,025 $252K 0.02% -174 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,773 shares; 2025Q1: 3,776 shares; 2025Q2: 3,779 shares; 2025Q3: 3,518 shares 3,518 $252K 0.02% -261 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,343 shares; 2025Q1: 1,317 shares; 2025Q2: 1,215 shares; 2025Q3: 1,200 shares 1,200 $251K 0.01% -15 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,924 shares 6,924 $250K 0.01% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,302 shares; 2025Q2: 7,654 shares; 2025Q3: 7,293 shares 7,293 $249K 0.01% -361 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 5,484 shares; 2025Q1: 4,965 shares; 2025Q2: 4,874 shares; 2025Q3: 4,884 shares 4,884 $248K 0.01% +10 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,630 shares 3,630 $245K 0.01% new Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,768 shares; 2025Q2: 7,770 shares; 2025Q3: 7,681 shares 7,681 $245K 0.01% -89 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 4,519 shares; 2025Q1: 4,520 shares; 2025Q2: 4,521 shares; 2025Q3: 4,624 shares 4,624 $242K 0.01% +103 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,076 shares; 2025Q1: 2,821 shares; 2025Q2: 2,419 shares; 2025Q3: 2,420 shares 2,420 $241K 0.01% +1 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,608 shares 1,608 $239K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,338 shares; 2024Q4: 93,176 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,927 shares 1,927 $238K 0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,524 shares; 2024Q4: 104,022 shares; 2025Q1: 7,730 shares; 2025Q2: 6,437 shares; 2025Q3: 5,265 shares 5,265 $237K 0.01% -1,172 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 2,703 shares; 2025Q1: 2,836 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares 2,817 $237K 0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,084 shares; 2024Q4: 6,645 shares; 2025Q1: not reported; 2025Q2: 4,611 shares; 2025Q3: 4,974 shares 4,974 $237K 0.01% +363 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,296 shares; 2025Q2: 3,443 shares; 2025Q3: 3,616 shares 3,616 $236K 0.01% +173 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 810 shares; 2025Q1: 785 shares; 2025Q2: 718 shares; 2025Q3: 706 shares 706 $235K 0.01% -12 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,917 shares; 2025Q1: 3,897 shares; 2025Q2: 3,858 shares; 2025Q3: 3,754 shares 3,754 $234K 0.01% -104 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 5,134 shares; 2025Q1: not reported; 2025Q2: 4,038 shares; 2025Q3: 4,068 shares 4,068 $232K 0.01% +30 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,451 shares; 2024Q4: 55,694 shares; 2025Q1: 3,077 shares; 2025Q2: 2,488 shares; 2025Q3: 2,288 shares 2,288 $230K 0.01% -200 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 327 shares; 2025Q3: 324 shares 324 $226K 0.01% -3 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,466 shares; 2025Q1: 1,173 shares; 2025Q2: 1,161 shares; 2025Q3: 1,229 shares 1,229 $226K 0.01% +68 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,119 shares 1,119 $224K 0.01% new Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,160 shares; 2025Q1: 3,562 shares; 2025Q2: 2,782 shares; 2025Q3: 2,783 shares 2,783 $221K 0.01% +1 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,718 shares; 2024Q4: 6,352 shares; 2025Q1: 5,956 shares; 2025Q2: 1,344 shares; 2025Q3: 1,115 shares 1,115 $221K 0.01% -229 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,626 shares 4,626 $221K 0.01% new Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,014 shares; 2025Q1: not reported; 2025Q2: 2,938 shares; 2025Q3: 2,918 shares 2,918 $218K 0.01% -20 Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,350 shares; 2024Q4: 24,118 shares; 2025Q1: 21,133 shares; 2025Q2: 21,221 shares; 2025Q3: 21,247 shares 21,247 $218K 0.01% +26 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 8,364 shares; 2025Q1: 8,061 shares; 2025Q2: 8,061 shares; 2025Q3: 8,061 shares 8,061 $217K 0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,978 shares; 2024Q4: 6,993 shares; 2025Q1: 6,935 shares; 2025Q2: 6,728 shares; 2025Q3: 6,389 shares 6,389 $217K 0.01% -339 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,202 shares 2,202 $216K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,581 shares 2,581 $216K 0.01% new Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,989 shares 3,989 $215K 0.01% new Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,601 shares; 2025Q1: 9,601 shares; 2025Q2: 9,601 shares; 2025Q3: 9,601 shares 9,601 $215K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,938 shares; 2024Q4: 3,706 shares; 2025Q1: not reported; 2025Q2: 3,031 shares; 2025Q3: 2,781 shares 2,781 $213K 0.01% -250 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,956 shares 5,956 $213K 0.01% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,108 shares; 2025Q2: 8,827 shares; 2025Q3: 9,182 shares 9,182 $212K 0.01% +355 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,631 shares; 2025Q1: 4,898 shares; 2025Q2: 4,898 shares; 2025Q3: 4,971 shares 4,971 $210K 0.01% +73 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 199 shares; 2025Q1: 261 shares; 2025Q2: 231 shares; 2025Q3: 228 shares 228 $210K 0.01% -3 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,469 shares 1,469 $209K 0.01% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,985 shares 3,985 $208K 0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,928 shares 4,928 $208K 0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,251 shares; 2024Q4: 36,619 shares; 2025Q1: 1,534 shares; 2025Q2: not reported; 2025Q3: 1,031 shares 1,031 $208K 0.01% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,466 shares; 2025Q1: 9,466 shares; 2025Q2: 9,466 shares; 2025Q3: 9,223 shares 9,223 $208K 0.01% -243 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,582 shares 6,582 $206K 0.01% new Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,471 shares; 2024Q4: 5,942 shares; 2025Q1: 5,789 shares; 2025Q2: 5,788 shares; 2025Q3: 5,786 shares 5,786 $205K 0.01% -2 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 2,350 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares 2,300 $204K 0.01% new Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,388 shares; 2025Q1: 5,009 shares; 2025Q2: 4,542 shares; 2025Q3: 4,278 shares 4,278 $203K 0.01% -264 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,380 shares 4,380 $201K 0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,517 shares; 2024Q4: 23,167 shares; 2025Q1: 23,283 shares; 2025Q2: 23,711 shares; 2025Q3: 23,635 shares 23,635 $194K 0.01% -76 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,048 shares; 2024Q4: 11,048 shares; 2025Q1: 11,048 shares; 2025Q2: 11,048 shares; 2025Q3: 11,048 shares 11,048 $192K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,944 shares; 2024Q4: 21,993 shares; 2025Q1: 21,860 shares; 2025Q2: 16,274 shares; 2025Q3: 15,758 shares 15,758 $188K 0.01% -516 Timeline YieldMax MSTR Option Income… YieldMax MSTR Option Income Strat… More: the full row for YieldMax MSTR Option Income Strategy ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,934 shares; 2025Q3: 12,674 shares 12,674 $177K 0.01% -260 EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares 1,709 $160K 0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,632 shares; 2025Q2: 19,632 shares; 2025Q3: 19,632 shares 19,632 $89.1K 0.01% 0 Timeline LUNG PULMONX CORP More: the full row for PULMONX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,991 shares; 2024Q4: 26,991 shares; 2025Q1: 26,991 shares; 2025Q2: 26,991 shares; 2025Q3: 26,991 shares 26,991 $43.7K <0.01% 0 Timeline LXRX LEXICON PHARMACEUTICALS INC More: the full row for LEXICON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,929 shares; 2024Q4: 10,929 shares; 2025Q1: 10,929 shares; 2025Q2: 10,929 shares; 2025Q3: 10,929 shares 10,929 $14.8K <0.01% 0 Timeline NUBURU INC NUBURU INC More: the full row for NUBURU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,211 shares 10,211 $1.52K <0.01% new