VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,353,008 shares; 2024Q4: 137,485,176 shares; 2025Q1: 133,982,969 shares; 2025Q2: 134,083,394 shares; 2025Q3: 137,447,739 shares; 2025Q4: 138,588,366 shares 138,588,366 $8.66B 16.49% +1,140,627 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,655,902 shares; 2024Q4: 26,969,096 shares; 2025Q1: 26,094,613 shares; 2025Q2: 26,303,687 shares; 2025Q3: 25,782,400 shares; 2025Q4: 25,171,575 shares 25,171,575 $8.44B 16.08% -610,825 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,087,696 shares; 2024Q4: 52,912,384 shares; 2025Q1: 64,900,904 shares; 2025Q2: 73,909,544 shares; 2025Q3: 78,546,237 shares; 2025Q4: 83,585,842 shares 83,585,842 $6.71B 12.77% +5,039,605 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,838,225 shares; 2024Q4: 59,799,391 shares; 2025Q1: 55,807,069 shares; 2025Q2: 52,572,127 shares; 2025Q3: 52,475,303 shares; 2025Q4: 53,732,807 shares 53,732,807 $2.89B 5.5% +1,257,504 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,763,817 shares; 2024Q4: 19,893,388 shares; 2025Q1: 21,876,462 shares; 2025Q2: 23,067,850 shares; 2025Q3: 24,568,480 shares; 2025Q4: 26,255,484 shares 26,255,484 $2.62B 5% +1,687,004 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,886,596 shares; 2024Q4: 18,258,259 shares; 2025Q1: 18,408,702 shares; 2025Q2: 18,584,233 shares; 2025Q3: 17,343,529 shares; 2025Q4: 18,990,218 shares 18,990,218 $2.03B 3.88% +1,646,689 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,128,884 shares; 2024Q4: 11,800,874 shares; 2025Q1: 11,538,827 shares; 2025Q2: 11,275,319 shares; 2025Q3: 10,939,405 shares; 2025Q4: 10,680,855 shares 10,680,855 $1.59B 3.03% -258,550 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,285,695 shares; 2024Q4: 17,932,988 shares; 2025Q1: 17,884,123 shares; 2025Q2: 19,155,647 shares; 2025Q3: 20,126,277 shares; 2025Q4: 21,151,161 shares 21,151,161 $1.22B 2.33% +1,024,884 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,789,247 shares; 2024Q4: 5,448,671 shares; 2025Q1: 5,225,476 shares; 2025Q2: 5,196,580 shares; 2025Q3: 5,080,035 shares; 2025Q4: 4,973,990 shares 4,973,990 $950M 1.81% -106,045 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,772,824 shares; 2024Q4: 20,942,074 shares; 2025Q1: 18,361,230 shares; 2025Q2: 17,523,971 shares; 2025Q3: 18,361,174 shares; 2025Q4: 19,558,275 shares 19,558,275 $945M 1.8% +1,197,101 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,470,868 shares; 2024Q4: 16,163,720 shares; 2025Q1: 16,131,496 shares; 2025Q2: 17,616,693 shares; 2025Q3: 18,142,585 shares; 2025Q4: 18,757,519 shares 18,757,519 $879M 1.67% +614,934 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,372,688 shares; 2024Q4: 11,366,549 shares; 2025Q1: 10,672,579 shares; 2025Q2: 10,128,262 shares; 2025Q3: 9,866,920 shares; 2025Q4: 9,608,903 shares 9,608,903 $860M 1.64% -258,017 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,223,651 shares; 2024Q4: 5,346,182 shares; 2025Q1: 5,305,878 shares; 2025Q2: 5,599,651 shares; 2025Q3: 5,847,849 shares; 2025Q4: 6,005,716 shares 6,005,716 $795M 1.51% +157,867 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,680,672 shares; 2024Q4: 4,509,099 shares; 2025Q1: 4,291,924 shares; 2025Q2: 4,133,464 shares; 2025Q3: 4,020,310 shares; 2025Q4: 3,924,610 shares 3,924,610 $696M 1.33% -95,700 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,721,617 shares; 2024Q4: 6,216,053 shares; 2025Q1: 9,185,647 shares; 2025Q2: 11,291,079 shares; 2025Q3: 12,178,595 shares; 2025Q4: 13,181,100 shares 13,181,100 $667M 1.27% +1,002,505 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,697,782 shares; 2024Q4: 3,546,772 shares; 2025Q1: 3,353,053 shares; 2025Q2: 3,200,471 shares; 2025Q3: 3,100,066 shares; 2025Q4: 3,019,666 shares 3,019,666 $640M 1.22% -80,400 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,416,815 shares; 2024Q4: 5,627,968 shares; 2025Q1: 5,641,890 shares; 2025Q2: 5,698,815 shares; 2025Q3: 5,639,190 shares; 2025Q4: 5,862,171 shares 5,862,171 $586M 1.12% +222,981 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,317,937 shares; 2024Q4: 3,277,272 shares; 2025Q1: 3,414,311 shares; 2025Q2: 3,840,238 shares; 2025Q3: 3,889,897 shares; 2025Q4: 3,924,596 shares 3,924,596 $585M 1.11% +34,699 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,724,204 shares; 2024Q4: 9,034,036 shares; 2025Q1: 7,977,068 shares; 2025Q2: 7,892,474 shares; 2025Q3: 6,721,924 shares; 2025Q4: 5,954,321 shares 5,954,321 $573M 1.09% -767,603 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,847,227 shares; 2024Q4: 7,087,899 shares; 2025Q1: 9,181,983 shares; 2025Q2: 13,127,515 shares; 2025Q3: 12,614,228 shares; 2025Q4: 12,106,265 shares 12,106,265 $553M 1.05% -507,963 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,496,060 shares; 2024Q4: 24,550,119 shares; 2025Q1: 23,595,575 shares; 2025Q2: 22,942,141 shares; 2025Q3: 22,372,945 shares; 2025Q4: 21,860,498 shares 21,860,498 $526M 1% -512,447 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987,795 shares; 2024Q4: 6,023,300 shares; 2025Q1: 13,225,086 shares; 2025Q2: 18,749,171 shares; 2025Q3: 18,084,620 shares; 2025Q4: 18,148,928 shares 18,148,928 $488M 0.93% +64,308 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,869,140 shares; 2024Q4: 4,050,462 shares; 2025Q1: 3,822,211 shares; 2025Q2: 4,006,464 shares; 2025Q3: 4,140,622 shares; 2025Q4: 4,371,869 shares 4,371,869 $448M 0.85% +231,247 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,055,329 shares; 2024Q4: 17,773,620 shares; 2025Q1: 17,254,102 shares; 2025Q2: 16,827,398 shares; 2025Q3: 16,504,113 shares; 2025Q4: 16,156,262 shares 16,156,262 $424M 0.81% -347,851 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,656,001 shares; 2024Q4: 8,006,857 shares; 2025Q1: 7,467,240 shares; 2025Q2: 6,383,212 shares; 2025Q3: 6,101,205 shares; 2025Q4: 5,912,312 shares 5,912,312 $397M 0.76% -188,893 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350,199 shares; 2024Q4: 3,403,920 shares; 2025Q1: 3,295,488 shares; 2025Q2: 3,856,164 shares; 2025Q3: 3,888,708 shares; 2025Q4: 3,947,005 shares 3,947,005 $375M 0.72% +58,297 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,714 shares; 2024Q4: 69,080 shares; 2025Q1: 105,892 shares; 2025Q2: 482,841 shares; 2025Q3: 6,573,354 shares; 2025Q4: 6,707,905 shares 6,707,905 $337M 0.64% +134,551 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,001,680 shares; 2024Q4: 6,201,642 shares; 2025Q1: 6,191,508 shares; 2025Q2: 7,726,859 shares; 2025Q3: 7,498,060 shares; 2025Q4: 7,414,696 shares 7,414,696 $329M 0.63% -83,364 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894,859 shares; 2024Q4: 1,852,156 shares; 2025Q1: 1,656,401 shares; 2025Q2: 1,469,300 shares; 2025Q3: 3,314,686 shares; 2025Q4: 4,659,747 shares 4,659,747 $314M 0.6% +1,345,061 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290,004 shares; 2024Q4: 1,299,071 shares; 2025Q1: 1,297,812 shares; 2025Q2: 1,285,649 shares; 2025Q3: 1,292,244 shares; 2025Q4: 1,303,736 shares 1,303,736 $301M 0.57% +11,492 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855,311 shares; 2024Q4: 1,795,205 shares; 2025Q1: 1,710,860 shares; 2025Q2: 1,639,610 shares; 2025Q3: 1,594,763 shares; 2025Q4: 1,550,556 shares 1,550,556 $219M 0.42% -44,207 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,136 shares; 2024Q4: 238,785 shares; 2025Q1: 273,369 shares; 2025Q2: 303,933 shares; 2025Q3: 303,612 shares; 2025Q4: 312,521 shares 312,521 $196M 0.37% +8,909 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,718 shares; 2024Q4: 256,276 shares; 2025Q1: 267,507 shares; 2025Q2: 290,155 shares; 2025Q3: 305,906 shares; 2025Q4: 314,854 shares 314,854 $154M 0.29% +8,948 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,238,965 shares; 2024Q4: 3,391,317 shares; 2025Q1: 2,977,966 shares; 2025Q2: 3,346,542 shares; 2025Q3: 3,277,758 shares; 2025Q4: 3,254,323 shares 3,254,323 $144M 0.27% -23,435 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,027,150 shares; 2024Q4: 5,095,611 shares; 2025Q1: 4,781,850 shares; 2025Q2: 3,191,444 shares; 2025Q3: 3,253,245 shares; 2025Q4: 3,095,283 shares 3,095,283 $133M 0.25% -157,962 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888,435 shares; 2024Q4: 2,715,418 shares; 2025Q1: 2,574,832 shares; 2025Q2: 2,512,074 shares; 2025Q3: 2,411,815 shares; 2025Q4: 2,331,001 shares 2,331,001 $132M 0.25% -80,814 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114,157 shares; 2024Q4: 2,270,295 shares; 2025Q1: 2,552,979 shares; 2025Q2: 2,961,360 shares; 2025Q3: 3,166,372 shares; 2025Q4: 3,271,394 shares 3,271,394 $130M 0.25% +105,022 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592,678 shares; 2024Q4: 1,679,216 shares; 2025Q1: 1,708,067 shares; 2025Q2: 1,854,836 shares; 2025Q3: 1,836,898 shares; 2025Q4: 1,718,105 shares 1,718,105 $127M 0.24% -118,793 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229,328 shares; 2024Q4: 1,274,494 shares; 2025Q1: 1,320,747 shares; 2025Q2: 1,520,777 shares; 2025Q3: 1,556,154 shares; 2025Q4: 1,572,590 shares 1,572,590 $126M 0.24% +16,436 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,731 shares; 2024Q4: 829,076 shares; 2025Q1: 794,473 shares; 2025Q2: 748,283 shares; 2025Q3: 718,375 shares; 2025Q4: 695,877 shares 695,877 $126M 0.24% -22,498 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,605,701 shares; 2024Q4: 4,652,799 shares; 2025Q1: 4,464,267 shares; 2025Q2: 4,362,278 shares; 2025Q3: 4,251,449 shares; 2025Q4: 4,117,665 shares 4,117,665 $122M 0.23% -133,784 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967,593 shares; 2024Q4: 1,933,185 shares; 2025Q1: 1,934,050 shares; 2025Q2: 1,934,222 shares; 2025Q3: 1,934,284 shares; 2025Q4: 1,940,078 shares 1,940,078 $109M 0.21% +5,794 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,672 shares; 2024Q4: 158,871 shares; 2025Q1: 154,278 shares; 2025Q2: 149,690 shares; 2025Q3: 144,862 shares; 2025Q4: 141,807 shares 141,807 $97.1M 0.19% -3,055 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444,481 shares; 2024Q4: 1,449,648 shares; 2025Q1: 1,471,136 shares; 2025Q2: 1,466,453 shares; 2025Q3: 1,482,783 shares; 2025Q4: 1,818,945 shares 1,818,945 $91M 0.17% +336,162 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660,288 shares; 2024Q4: 1,744,334 shares; 2025Q1: 1,760,768 shares; 2025Q2: 2,098,854 shares; 2025Q3: 2,174,673 shares; 2025Q4: 2,175,132 shares 2,175,132 $90.5M 0.17% +459 Timeline GSEU GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970,788 shares; 2024Q4: 1,898,966 shares; 2025Q1: 2,061,069 shares; 2025Q2: 1,939,171 shares; 2025Q3: 1,986,093 shares; 2025Q4: 1,970,229 shares 1,970,229 $90M 0.17% -15,864 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672,069 shares; 2024Q4: 1,826,450 shares; 2025Q1: 1,773,394 shares; 2025Q2: 1,517,997 shares; 2025Q3: 1,506,644 shares; 2025Q4: 1,495,878 shares 1,495,878 $89.3M 0.17% -10,766 Timeline SPEM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,453 shares; 2024Q4: 734,875 shares; 2025Q1: 812,518 shares; 2025Q2: 1,824,389 shares; 2025Q3: 1,760,723 shares; 2025Q4: 1,766,357 shares 1,766,357 $82.7M 0.16% +5,634 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491,317 shares; 2024Q4: 1,602,629 shares; 2025Q1: 1,628,510 shares; 2025Q2: 1,747,178 shares; 2025Q3: 1,780,747 shares; 2025Q4: 1,783,423 shares 1,783,423 $82M 0.16% +2,676 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,572 shares; 2024Q4: 460,029 shares; 2025Q1: 736,344 shares; 2025Q2: 1,134,628 shares; 2025Q3: 1,360,487 shares; 2025Q4: 1,595,871 shares 1,595,871 $80.4M 0.15% +235,384 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894,859 shares; 2024Q4: 898,115 shares; 2025Q1: 1,154,830 shares; 2025Q2: 1,428,397 shares; 2025Q3: 1,523,360 shares; 2025Q4: 1,648,321 shares 1,648,321 $78.9M 0.15% +124,961 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,438 shares; 2024Q4: 416,031 shares; 2025Q1: 401,919 shares; 2025Q2: 388,831 shares; 2025Q3: 378,298 shares; 2025Q4: 369,725 shares 369,725 $78.4M 0.15% -8,573 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398,492 shares; 2024Q4: 1,303,224 shares; 2025Q1: 1,118,795 shares; 2025Q2: 865,310 shares; 2025Q3: 781,837 shares; 2025Q4: 706,145 shares 706,145 $77.8M 0.15% -75,692 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,805,656 shares; 2024Q4: 2,514,610 shares; 2025Q1: 2,015,442 shares; 2025Q2: 1,733,107 shares; 2025Q3: 1,638,838 shares; 2025Q4: 1,555,395 shares 1,555,395 $76.9M 0.15% -83,443 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,339 shares; 2024Q4: 62,028 shares; 2025Q1: 137,719 shares; 2025Q2: 244,121 shares; 2025Q3: 238,877 shares; 2025Q4: 257,568 shares 257,568 $74.8M 0.14% +18,691 Timeline EFAX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325,675 shares; 2024Q4: 1,435,788 shares; 2025Q1: 1,405,380 shares; 2025Q2: 1,376,427 shares; 2025Q3: 1,406,903 shares; 2025Q4: 1,435,553 shares 1,435,553 $72.5M 0.14% +28,650 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,743 shares; 2024Q4: 318,801 shares; 2025Q1: 1,183,261 shares; 2025Q2: 1,294,511 shares; 2025Q3: 1,510,820 shares; 2025Q4: 1,795,176 shares 1,795,176 $67.1M 0.13% +284,356 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,161 shares; 2024Q4: 481,661 shares; 2025Q1: 634,891 shares; 2025Q2: 687,332 shares; 2025Q3: 1,213,586 shares; 2025Q4: 1,436,034 shares 1,436,034 $65.6M 0.12% +222,448 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,517 shares; 2024Q4: 414,023 shares; 2025Q1: 508,902 shares; 2025Q2: 557,611 shares; 2025Q3: 533,633 shares; 2025Q4: 533,681 shares 533,681 $64.6M 0.12% +48 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216,146 shares; 2024Q4: 1,293,055 shares; 2025Q1: 1,321,558 shares; 2025Q2: 1,310,676 shares; 2025Q3: 1,259,094 shares; 2025Q4: 1,345,583 shares 1,345,583 $64.5M 0.12% +86,489 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730,400 shares; 2024Q4: 599,378 shares; 2025Q1: 595,972 shares; 2025Q2: 762,667 shares; 2025Q3: 791,873 shares; 2025Q4: 792,373 shares 792,373 $59.9M 0.11% +500 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,498 shares; 2024Q4: 768,272 shares; 2025Q1: 870,342 shares; 2025Q2: 883,141 shares; 2025Q3: 1,085,559 shares; 2025Q4: 1,194,989 shares 1,194,989 $59.3M 0.11% +109,430 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,228 shares; 2024Q4: 145,300 shares; 2025Q1: 160,175 shares; 2025Q2: 244,160 shares; 2025Q3: 234,687 shares; 2025Q4: 229,220 shares 229,220 $59.1M 0.11% -5,467 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188,551 shares; 2025Q2: 440,990 shares; 2025Q3: 504,303 shares; 2025Q4: 540,759 shares 540,759 $56.5M 0.11% +36,456 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184,866 shares; 2024Q4: 1,307,929 shares; 2025Q1: 1,445,557 shares; 2025Q2: 1,452,939 shares; 2025Q3: 1,553,680 shares; 2025Q4: 1,563,546 shares 1,563,546 $53.9M 0.1% +9,866 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757,982 shares; 2024Q4: 846,193 shares; 2025Q1: 918,774 shares; 2025Q2: 1,031,555 shares; 2025Q3: 1,142,139 shares; 2025Q4: 1,179,477 shares 1,179,477 $50.2M 0.1% +37,338 Timeline GSJY GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,342 shares; 2024Q4: 642,521 shares; 2025Q1: 666,740 shares; 2025Q2: 993,150 shares; 2025Q3: 1,061,442 shares; 2025Q4: 1,069,668 shares 1,069,668 $49.8M 0.09% +8,226 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,568 shares; 2024Q4: 522,022 shares; 2025Q1: 537,140 shares; 2025Q2: 570,256 shares; 2025Q3: 600,389 shares; 2025Q4: 614,397 shares 614,397 $48.4M 0.09% +14,008 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,357 shares; 2024Q4: 443,404 shares; 2025Q1: 1,246,030 shares; 2025Q2: 1,551,114 shares; 2025Q3: 1,533,125 shares; 2025Q4: 1,696,751 shares 1,696,751 $48.3M 0.09% +163,626 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,974 shares; 2024Q4: 425,114 shares; 2025Q1: 409,944 shares; 2025Q2: 396,933 shares; 2025Q3: 382,197 shares; 2025Q4: 368,440 shares 368,440 $47.5M 0.09% -13,757 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,341 shares; 2024Q4: 29,151 shares; 2025Q1: 55,117 shares; 2025Q2: 116,212 shares; 2025Q3: 154,011 shares; 2025Q4: 174,080 shares 174,080 $44M 0.08% +20,069 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 530,048 shares; 2025Q3: 775,892 shares; 2025Q4: 831,786 shares 831,786 $42.6M 0.08% +55,894 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,517 shares; 2024Q4: 558,225 shares; 2025Q1: 596,331 shares; 2025Q2: 909,269 shares; 2025Q3: 976,565 shares; 2025Q4: 1,024,281 shares 1,024,281 $42.5M 0.08% +47,716 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,497 shares; 2024Q4: 71,459 shares; 2025Q1: 83,943 shares; 2025Q2: 73,452 shares; 2025Q3: 70,473 shares; 2025Q4: 69,148 shares 69,148 $42.5M 0.08% -1,325 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,078 shares; 2024Q4: 185,376 shares; 2025Q1: 183,029 shares; 2025Q2: 306,480 shares; 2025Q3: 296,167 shares; 2025Q4: 287,687 shares 287,687 $40.1M 0.08% -8,480 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151,876 shares; 2024Q4: 1,349,465 shares; 2025Q1: 1,235,913 shares; 2025Q2: 1,419,635 shares; 2025Q3: 1,508,421 shares; 2025Q4: 1,602,126 shares 1,602,126 $37.5M 0.07% +93,705 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,237 shares; 2024Q4: 224,477 shares; 2025Q1: 233,705 shares; 2025Q2: 580,803 shares; 2025Q3: 688,553 shares; 2025Q4: 756,947 shares 756,947 $37.2M 0.07% +68,394 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,033 shares; 2024Q4: 400,515 shares; 2025Q1: 541,388 shares; 2025Q2: 591,634 shares; 2025Q3: 696,542 shares; 2025Q4: 827,737 shares 827,737 $35.5M 0.07% +131,195 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,559 shares; 2024Q4: 124,476 shares; 2025Q1: 133,117 shares; 2025Q2: 143,685 shares; 2025Q3: 154,493 shares; 2025Q4: 159,921 shares 159,921 $35.1M 0.07% +5,428 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,662 shares; 2024Q4: 32,902 shares; 2025Q1: 78,016 shares; 2025Q2: 117,766 shares; 2025Q3: 107,343 shares; 2025Q4: 107,899 shares 107,899 $34M 0.06% +556 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067,672 shares; 2024Q4: 1,226,803 shares; 2025Q1: 1,222,034 shares; 2025Q2: 864,568 shares; 2025Q3: 831,482 shares; 2025Q4: 811,656 shares 811,656 $30.9M 0.06% -19,826 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,450 shares; 2024Q4: 11,056 shares; 2025Q1: not reported; 2025Q2: 58,736 shares; 2025Q3: 60,704 shares; 2025Q4: 561,524 shares 561,524 $29.6M 0.06% +500,820 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992,881 shares; 2024Q4: 1,249,400 shares; 2025Q1: 1,293,228 shares; 2025Q2: 702,982 shares; 2025Q3: 644,835 shares; 2025Q4: 638,620 shares 638,620 $29.5M 0.06% -6,215 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758,949 shares; 2024Q4: 823,919 shares; 2025Q1: 877,048 shares; 2025Q2: 812,552 shares; 2025Q3: 855,439 shares; 2025Q4: 889,780 shares 889,780 $29.4M 0.06% +34,341 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,723 shares; 2024Q4: 41,485 shares; 2025Q1: 49,514 shares; 2025Q2: 280,648 shares; 2025Q3: 355,311 shares; 2025Q4: 382,801 shares 382,801 $28.9M 0.06% +27,490 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173,473 shares; 2024Q4: 1,241,582 shares; 2025Q1: 1,294,724 shares; 2025Q2: 669,297 shares; 2025Q3: 635,040 shares; 2025Q4: 604,692 shares 604,692 $28.3M 0.05% -30,348 Timeline EEMX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793,687 shares; 2024Q4: 795,659 shares; 2025Q1: 726,952 shares; 2025Q2: 641,658 shares; 2025Q3: 616,039 shares; 2025Q4: 603,347 shares 603,347 $25.7M 0.05% -12,692 Timeline GEMD GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,633 shares; 2024Q4: 485,705 shares; 2025Q1: 491,452 shares; 2025Q2: 542,916 shares; 2025Q3: 584,849 shares; 2025Q4: 601,446 shares 601,446 $25.5M 0.05% +16,597 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,095 shares; 2024Q4: 437,930 shares; 2025Q1: 501,309 shares; 2025Q2: 603,824 shares; 2025Q3: 673,543 shares; 2025Q4: 740,678 shares 740,678 $25.3M 0.05% +67,135 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,253 shares; 2024Q4: 256,060 shares; 2025Q1: 275,476 shares; 2025Q2: 279,263 shares; 2025Q3: 310,087 shares; 2025Q4: 342,376 shares 342,376 $25.2M 0.05% +32,289 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,510 shares; 2024Q4: 32,923 shares; 2025Q1: 20,176 shares; 2025Q2: 309,606 shares; 2025Q3: 334,391 shares; 2025Q4: 361,416 shares 361,416 $24.8M 0.05% +27,025 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142,776 shares; 2025Q1: 162,947 shares; 2025Q2: 238,088 shares; 2025Q3: 246,140 shares; 2025Q4: 252,278 shares 252,278 $24.4M 0.05% +6,138 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,773 shares; 2024Q4: 76,779 shares; 2025Q1: 79,768 shares; 2025Q2: 82,993 shares; 2025Q3: 84,539 shares; 2025Q4: 86,435 shares 86,435 $24.1M 0.05% +1,896 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,140 shares; 2024Q4: 219,701 shares; 2025Q1: 249,003 shares; 2025Q2: 263,024 shares; 2025Q3: 282,041 shares; 2025Q4: 304,192 shares 304,192 $23.7M 0.05% +22,151 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,413 shares; 2024Q4: 29,893 shares; 2025Q1: 34,571 shares; 2025Q2: 216,032 shares; 2025Q3: 205,744 shares; 2025Q4: 199,422 shares 199,422 $21.3M 0.04% -6,322 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,953 shares; 2024Q4: 262,780 shares; 2025Q1: 309,559 shares; 2025Q2: 342,966 shares; 2025Q3: 358,136 shares; 2025Q4: 357,340 shares 357,340 $21.3M 0.04% -796 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 502,686 shares; 2025Q1: 689,322 shares; 2025Q2: 777,894 shares; 2025Q3: 862,405 shares; 2025Q4: 891,994 shares 891,994 $20M 0.04% +29,589 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,989 shares; 2024Q4: 228,078 shares; 2025Q1: 259,489 shares; 2025Q2: 276,124 shares; 2025Q3: 331,593 shares; 2025Q4: 391,135 shares 391,135 $19.7M 0.04% +59,542 Timeline USDX RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,273 shares; 2024Q4: 503,117 shares; 2025Q1: 631,784 shares; 2025Q2: 711,801 shares; 2025Q3: 751,210 shares; 2025Q4: 745,523 shares 745,523 $19.1M 0.04% -5,687 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,741 shares; 2024Q4: 385,744 shares; 2025Q1: 422,657 shares; 2025Q2: 329,777 shares; 2025Q3: 330,918 shares; 2025Q4: 336,442 shares 336,442 $18.8M 0.04% +5,524 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 292,300 shares; 2025Q4: 346,088 shares 346,088 $17.9M 0.03% +53,788 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,464 shares; 2024Q4: 154,444 shares; 2025Q1: 164,553 shares; 2025Q2: 179,298 shares; 2025Q3: 183,623 shares; 2025Q4: 175,362 shares 175,362 $17.9M 0.03% -8,261 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,683 shares; 2024Q4: 154,954 shares; 2025Q1: 163,182 shares; 2025Q2: 170,591 shares; 2025Q3: 162,972 shares; 2025Q4: 158,661 shares 158,661 $17.5M 0.03% -4,311 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 324,160 shares 324,160 $16.8M 0.03% new Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 344,382 shares 344,382 $16.6M 0.03% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,681 shares; 2024Q4: 180,280 shares; 2025Q1: 222,167 shares; 2025Q2: 247,289 shares; 2025Q3: 290,719 shares; 2025Q4: 344,845 shares 344,845 $16.3M 0.03% +54,126 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,563 shares; 2024Q4: 582,627 shares; 2025Q1: 603,085 shares; 2025Q2: 633,937 shares; 2025Q3: 707,629 shares; 2025Q4: 769,210 shares 769,210 $16.1M 0.03% +61,581 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 903,339 shares; 2024Q4: 577,819 shares; 2025Q1: 502,782 shares; 2025Q2: 351,901 shares; 2025Q3: 338,152 shares; 2025Q4: 325,174 shares 325,174 $15.6M 0.03% -12,978 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,819 shares; 2024Q4: 26,046 shares; 2025Q1: 32,347 shares; 2025Q2: 30,677 shares; 2025Q3: 90,300 shares; 2025Q4: 153,084 shares 153,084 $15.4M 0.03% +62,784 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,547 shares; 2024Q4: 272,759 shares; 2025Q1: 282,478 shares; 2025Q2: 290,988 shares; 2025Q3: 301,959 shares; 2025Q4: 312,948 shares 312,948 $14.7M 0.03% +10,989 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,729 shares; 2024Q4: 207,153 shares; 2025Q1: 164,568 shares; 2025Q2: 169,526 shares; 2025Q3: 235,962 shares; 2025Q4: 277,271 shares 277,271 $14.7M 0.03% +41,309 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,463 shares; 2024Q4: 47,830 shares; 2025Q1: 73,734 shares; 2025Q2: 74,802 shares; 2025Q3: 132,765 shares; 2025Q4: 151,812 shares 151,812 $14.6M 0.03% +19,047 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,414 shares; 2024Q4: 208,729 shares; 2025Q1: 165,489 shares; 2025Q2: 224,406 shares; 2025Q3: 215,457 shares; 2025Q4: 205,241 shares 205,241 $14.6M 0.03% -10,216 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,359 shares; 2024Q4: 189,412 shares; 2025Q1: 188,929 shares; 2025Q2: 195,623 shares; 2025Q3: 204,031 shares; 2025Q4: 208,990 shares 208,990 $14.5M 0.03% +4,959 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,830 shares; 2024Q4: 118,220 shares; 2025Q1: 322,222 shares; 2025Q2: 399,485 shares; 2025Q3: 426,285 shares; 2025Q4: 435,005 shares 435,005 $14.3M 0.03% +8,720 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,406 shares; 2024Q4: 100,896 shares; 2025Q1: 98,075 shares; 2025Q2: 159,219 shares; 2025Q3: 182,929 shares; 2025Q4: 189,498 shares 189,498 $14.1M 0.03% +6,569 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,810 shares; 2024Q4: 499,711 shares; 2025Q1: 532,593 shares; 2025Q2: 551,158 shares; 2025Q3: 617,161 shares; 2025Q4: 660,590 shares 660,590 $13.9M 0.03% +43,429 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 188,656 shares; 2025Q1: 243,282 shares; 2025Q2: 267,491 shares; 2025Q3: 232,707 shares; 2025Q4: 275,576 shares 275,576 $13.9M 0.03% +42,869 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,188 shares; 2024Q4: 148,195 shares; 2025Q1: 295,823 shares; 2025Q2: 315,470 shares; 2025Q3: 341,823 shares; 2025Q4: 361,688 shares 361,688 $13.7M 0.03% +19,865 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,690 shares; 2024Q4: 211,049 shares; 2025Q1: 195,066 shares; 2025Q2: 200,986 shares; 2025Q3: 217,395 shares; 2025Q4: 231,306 shares 231,306 $13.3M 0.03% +13,911 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,979 shares; 2024Q4: 12,918 shares; 2025Q1: 14,457 shares; 2025Q2: 15,318 shares; 2025Q3: 16,587 shares; 2025Q4: 19,400 shares 19,400 $13.2M 0.03% +2,813 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,068 shares; 2024Q4: 21,593 shares; 2025Q1: 32,945 shares; 2025Q2: 30,482 shares; 2025Q3: 29,309 shares; 2025Q4: 29,073 shares 29,073 $12.9M 0.02% -236 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,072 shares; 2024Q4: 171,317 shares; 2025Q1: 180,111 shares; 2025Q2: 266,181 shares; 2025Q3: 262,095 shares; 2025Q4: 266,863 shares 266,863 $12.2M 0.02% +4,768 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,160 shares; 2024Q4: 290,923 shares; 2025Q1: 294,493 shares; 2025Q2: 372,368 shares; 2025Q3: 369,406 shares; 2025Q4: 372,014 shares 372,014 $12.2M 0.02% +2,608 Timeline GMOM CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,166 shares; 2024Q4: 376,419 shares; 2025Q1: 372,733 shares; 2025Q2: 372,872 shares; 2025Q3: 372,014 shares; 2025Q4: 361,904 shares 361,904 $12.1M 0.02% -10,110 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,493 shares; 2024Q4: 282,217 shares; 2025Q1: 286,764 shares; 2025Q2: 263,187 shares; 2025Q3: 297,650 shares; 2025Q4: 326,123 shares 326,123 $12M 0.02% +28,473 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,504 shares; 2024Q4: 103,556 shares; 2025Q1: 109,747 shares; 2025Q2: 107,587 shares; 2025Q3: 116,546 shares; 2025Q4: 121,286 shares 121,286 $11.1M 0.02% +4,740 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,253 shares; 2024Q4: 83,322 shares; 2025Q1: 109,119 shares; 2025Q2: 162,302 shares; 2025Q3: 222,544 shares; 2025Q4: 253,119 shares 253,119 $11M 0.02% +30,575 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,357 shares; 2024Q4: 371,348 shares; 2025Q1: 367,414 shares; 2025Q2: 349,225 shares; 2025Q3: 337,462 shares; 2025Q4: 321,935 shares 321,935 $10.5M 0.02% -15,527 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,146 shares; 2024Q4: 211,839 shares; 2025Q1: 218,719 shares; 2025Q2: 212,187 shares; 2025Q3: 214,194 shares; 2025Q4: 218,483 shares 218,483 $10.5M 0.02% +4,289 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,873 shares; 2024Q4: 44,116 shares; 2025Q1: 47,183 shares; 2025Q2: 47,321 shares; 2025Q3: 47,641 shares; 2025Q4: 46,984 shares 46,984 $9.62M 0.02% -657 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 56,810 shares; 2025Q1: 71,375 shares; 2025Q2: 74,564 shares; 2025Q3: 92,333 shares; 2025Q4: 108,853 shares 108,853 $9.49M 0.02% +16,520 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,107 shares; 2024Q4: 92,808 shares; 2025Q1: 120,801 shares; 2025Q2: 135,287 shares; 2025Q3: 144,296 shares; 2025Q4: 163,974 shares 163,974 $8.89M 0.02% +19,678 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,260 shares; 2024Q4: 27,346 shares; 2025Q1: 29,993 shares; 2025Q2: 31,332 shares; 2025Q3: 30,056 shares; 2025Q4: 32,566 shares 32,566 $8.85M 0.02% +2,510 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,329 shares; 2024Q4: 297,457 shares; 2025Q1: 317,060 shares; 2025Q2: 320,413 shares; 2025Q3: 306,338 shares; 2025Q4: 315,747 shares 315,747 $8.72M 0.02% +9,409 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,573 shares; 2024Q4: 107,945 shares; 2025Q1: 106,406 shares; 2025Q2: 99,278 shares; 2025Q3: 98,809 shares; 2025Q4: 91,646 shares 91,646 $8.61M 0.02% -7,163 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,071 shares; 2024Q4: 179,326 shares; 2025Q1: 169,291 shares; 2025Q2: 166,364 shares; 2025Q3: 150,701 shares; 2025Q4: 156,208 shares 156,208 $8.36M 0.02% +5,507 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,539 shares; 2024Q4: 236,154 shares; 2025Q1: 75,756 shares; 2025Q2: 72,874 shares; 2025Q3: 83,325 shares; 2025Q4: 99,270 shares 99,270 $8.22M 0.02% +15,945 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,175 shares; 2024Q4: 227,353 shares; 2025Q1: 268,218 shares; 2025Q2: 310,093 shares; 2025Q3: 348,105 shares; 2025Q4: 354,442 shares 354,442 $8.12M 0.02% +6,337 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,920 shares; 2024Q4: 65,554 shares; 2025Q1: 103,697 shares; 2025Q2: 169,952 shares; 2025Q3: 197,930 shares; 2025Q4: 211,408 shares 211,408 $8.04M 0.02% +13,478 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,970 shares; 2024Q4: 36,170 shares; 2025Q1: 37,084 shares; 2025Q2: 36,429 shares; 2025Q3: 105,991 shares; 2025Q4: 171,750 shares 171,750 $7.99M 0.02% +65,759 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,889 shares; 2024Q4: 61,244 shares; 2025Q1: 102,284 shares; 2025Q2: 124,472 shares; 2025Q3: 125,059 shares; 2025Q4: 147,060 shares 147,060 $7.92M 0.02% +22,001 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,271 shares; 2024Q4: 160,052 shares; 2025Q1: 213,586 shares; 2025Q2: 218,182 shares; 2025Q3: 231,318 shares; 2025Q4: 242,522 shares 242,522 $7.91M 0.02% +11,204 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,260 shares; 2024Q4: 46,349 shares; 2025Q1: 55,875 shares; 2025Q2: 60,610 shares; 2025Q3: 68,925 shares; 2025Q4: 70,160 shares 70,160 $7.84M 0.01% +1,235 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,860 shares; 2024Q4: 36,392 shares; 2025Q1: 73,601 shares; 2025Q2: 105,027 shares; 2025Q3: 123,248 shares; 2025Q4: 141,867 shares 141,867 $7.67M 0.01% +18,619 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,701 shares; 2024Q4: 127,388 shares; 2025Q1: 200,687 shares; 2025Q2: 205,777 shares; 2025Q3: 219,510 shares; 2025Q4: 224,775 shares 224,775 $7.58M 0.01% +5,265 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,667 shares; 2024Q4: 182,485 shares; 2025Q1: 192,882 shares; 2025Q2: 187,980 shares; 2025Q3: 190,107 shares; 2025Q4: 187,586 shares 187,586 $7.32M 0.01% -2,521 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,415 shares; 2024Q4: 22,825 shares; 2025Q1: 21,213 shares; 2025Q2: 19,832 shares; 2025Q3: 32,727 shares; 2025Q4: 51,615 shares 51,615 $7.28M 0.01% +18,888 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,123 shares; 2024Q4: 50,502 shares; 2025Q1: 49,327 shares; 2025Q2: 82,158 shares; 2025Q3: 79,238 shares; 2025Q4: 80,987 shares 80,987 $7.17M 0.01% +1,749 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,834 shares; 2024Q4: 215,420 shares; 2025Q1: 245,106 shares; 2025Q2: 231,854 shares; 2025Q3: 209,620 shares; 2025Q4: 138,822 shares 138,822 $7.06M 0.01% -70,798 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,504 shares; 2024Q4: 133,701 shares; 2025Q1: 147,815 shares; 2025Q2: 99,389 shares; 2025Q3: 96,989 shares; 2025Q4: 99,355 shares 99,355 $6.93M 0.01% +2,366 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,760 shares; 2024Q4: 85,643 shares; 2025Q1: 111,555 shares; 2025Q2: 158,452 shares; 2025Q3: 148,087 shares; 2025Q4: 133,731 shares 133,731 $6.73M 0.01% -14,356 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,747 shares; 2024Q4: 18,543 shares; 2025Q1: 20,464 shares; 2025Q2: 23,660 shares; 2025Q3: 22,590 shares; 2025Q4: 21,861 shares 21,861 $6.05M 0.01% -729 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,386 shares; 2024Q4: 15,476 shares; 2025Q1: 16,593 shares; 2025Q2: 17,111 shares; 2025Q3: 17,445 shares; 2025Q4: 19,384 shares 19,384 $5.86M 0.01% +1,939 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,645 shares; 2024Q4: 33,478 shares; 2025Q1: 53,187 shares; 2025Q2: 63,362 shares; 2025Q3: 68,065 shares; 2025Q4: 72,085 shares 72,085 $5.82M 0.01% +4,020 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,292 shares; 2024Q4: 77,173 shares; 2025Q1: 65,334 shares; 2025Q2: 84,367 shares; 2025Q3: 88,079 shares; 2025Q4: 108,056 shares 108,056 $5.45M 0.01% +19,977 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,014 shares; 2024Q4: 89,700 shares; 2025Q1: 46,359 shares; 2025Q2: 57,017 shares; 2025Q3: 56,039 shares; 2025Q4: 57,082 shares 57,082 $5.43M 0.01% +1,043 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,818 shares; 2024Q4: 24,856 shares; 2025Q1: 26,312 shares; 2025Q2: 44,308 shares; 2025Q3: 41,799 shares; 2025Q4: 41,298 shares 41,298 $5.43M 0.01% -501 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,113 shares; 2024Q4: 59,107 shares; 2025Q1: 94,904 shares; 2025Q2: 97,501 shares; 2025Q3: 104,982 shares; 2025Q4: 116,703 shares 116,703 $5.37M 0.01% +11,721 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,311 shares; 2024Q4: 29,205 shares; 2025Q1: 61,433 shares; 2025Q2: 84,519 shares; 2025Q3: 97,435 shares; 2025Q4: 107,641 shares 107,641 $5.1M 0.01% +10,206 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,995 shares; 2024Q4: 5,086 shares; 2025Q1: 5,473 shares; 2025Q2: 6,467 shares; 2025Q3: 8,810 shares; 2025Q4: 12,655 shares 12,655 $5.01M 0.01% +3,845 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,565 shares; 2024Q4: 36,441 shares; 2025Q1: 36,763 shares; 2025Q2: 37,319 shares; 2025Q3: 37,666 shares; 2025Q4: 37,944 shares 37,944 $5.01M 0.01% +278 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,274 shares; 2024Q4: 75,622 shares; 2025Q1: 78,082 shares; 2025Q2: 42,205 shares; 2025Q3: 39,954 shares; 2025Q4: 47,991 shares 47,991 $4.97M 0.01% +8,037 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,343 shares; 2024Q4: 75,140 shares; 2025Q1: 83,352 shares; 2025Q2: 88,449 shares; 2025Q3: 81,885 shares; 2025Q4: 83,775 shares 83,775 $4.92M 0.01% +1,890 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,561 shares; 2024Q4: 63,855 shares; 2025Q1: 75,715 shares; 2025Q2: 79,983 shares; 2025Q3: 88,114 shares; 2025Q4: 93,159 shares 93,159 $4.9M 0.01% +5,045 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,122 shares; 2024Q4: 59,754 shares; 2025Q1: 50,686 shares; 2025Q2: 40,584 shares; 2025Q3: 39,963 shares; 2025Q4: 40,797 shares 40,797 $4.9M 0.01% +834 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,554 shares; 2024Q4: 112,204 shares; 2025Q1: 104,013 shares; 2025Q2: 108,376 shares; 2025Q3: 105,966 shares; 2025Q4: 97,520 shares 97,520 $4.87M 0.01% -8,446 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,776 shares; 2024Q4: 39,844 shares; 2025Q1: 52,202 shares; 2025Q2: 63,975 shares; 2025Q3: 95,082 shares; 2025Q4: 113,552 shares 113,552 $4.87M 0.01% +18,470 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,711 shares; 2024Q4: 25,583 shares; 2025Q1: 27,540 shares; 2025Q2: 35,761 shares; 2025Q3: 75,038 shares; 2025Q4: 92,985 shares 92,985 $4.71M 0.01% +17,947 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,688 shares; 2024Q4: 71,937 shares; 2025Q1: 77,442 shares; 2025Q2: 84,617 shares; 2025Q3: 90,822 shares; 2025Q4: 93,994 shares 93,994 $4.62M 0.01% +3,172 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,219 shares; 2024Q4: 121,622 shares; 2025Q1: 127,206 shares; 2025Q2: 141,063 shares; 2025Q3: 118,499 shares; 2025Q4: 105,785 shares 105,785 $4.62M 0.01% -12,714 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,587 shares; 2024Q4: 32,328 shares; 2025Q1: 35,194 shares; 2025Q2: 45,690 shares; 2025Q3: 44,403 shares; 2025Q4: 43,102 shares 43,102 $4.6M 0.01% -1,301 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,942 shares; 2024Q4: 97,342 shares; 2025Q1: 145,849 shares; 2025Q2: 117,328 shares; 2025Q3: 105,668 shares; 2025Q4: 153,306 shares 153,306 $4.21M 0.01% +47,638 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,825 shares; 2024Q4: 23,742 shares; 2025Q1: 21,788 shares; 2025Q2: 21,346 shares; 2025Q3: 26,609 shares; 2025Q4: 34,851 shares 34,851 $4.16M 0.01% +8,242 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,999 shares; 2025Q2: 20,344 shares; 2025Q3: 20,668 shares; 2025Q4: 20,783 shares 20,783 $3.98M 0.01% +115 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,787 shares; 2024Q4: 45,474 shares; 2025Q1: 46,662 shares; 2025Q2: 45,725 shares; 2025Q3: 48,003 shares; 2025Q4: 49,265 shares 49,265 $3.93M 0.01% +1,262 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,873 shares; 2024Q4: 6,077 shares; 2025Q1: 6,027 shares; 2025Q2: 6,238 shares; 2025Q3: 6,782 shares; 2025Q4: 8,117 shares 8,117 $3.93M 0.01% +1,335 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,045 shares; 2024Q4: 22,301 shares; 2025Q1: 22,638 shares; 2025Q2: 23,833 shares; 2025Q3: 26,194 shares; 2025Q4: 27,042 shares 27,042 $3.88M 0.01% +848 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,978 shares; 2024Q4: 45,318 shares; 2025Q1: 46,612 shares; 2025Q2: 48,331 shares; 2025Q3: 52,886 shares; 2025Q4: 56,988 shares 56,988 $3.76M 0.01% +4,102 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,035 shares; 2024Q4: 91,529 shares; 2025Q1: 91,631 shares; 2025Q2: 74,547 shares; 2025Q3: 77,015 shares; 2025Q4: 78,856 shares 78,856 $3.75M 0.01% +1,841 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,113 shares; 2024Q4: 82,071 shares; 2025Q1: 91,693 shares; 2025Q2: 112,861 shares; 2025Q3: 127,922 shares; 2025Q4: 140,863 shares 140,863 $3.72M 0.01% +12,941 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,289 shares; 2024Q4: 55,560 shares; 2025Q1: 38,664 shares; 2025Q2: 49,877 shares; 2025Q3: 52,927 shares; 2025Q4: 60,745 shares 60,745 $3.64M 0.01% +7,818 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,214 shares; 2024Q4: 6,846 shares; 2025Q1: 8,007 shares; 2025Q2: 12,229 shares; 2025Q3: 12,035 shares; 2025Q4: 19,449 shares 19,449 $3.63M 0.01% +7,414 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,240 shares; 2024Q4: 35,869 shares; 2025Q1: 40,583 shares; 2025Q2: 48,475 shares; 2025Q3: 51,312 shares; 2025Q4: 52,054 shares 52,054 $3.62M 0.01% +742 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,175 shares; 2024Q4: 80,523 shares; 2025Q1: 89,543 shares; 2025Q2: 105,595 shares; 2025Q3: 108,873 shares; 2025Q4: 105,449 shares 105,449 $3.45M 0.01% -3,424 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,679 shares; 2024Q4: 2,816 shares; 2025Q1: 6,009 shares; 2025Q2: 6,304 shares; 2025Q3: 6,897 shares; 2025Q4: 10,957 shares 10,957 $3.44M 0.01% +4,060 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,449 shares; 2024Q4: 21,654 shares; 2025Q1: 28,741 shares; 2025Q2: 28,319 shares; 2025Q3: 29,149 shares; 2025Q4: 30,931 shares 30,931 $3.43M 0.01% +1,782 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,647 shares; 2024Q4: 48,923 shares; 2025Q1: 51,143 shares; 2025Q2: 52,775 shares; 2025Q3: 51,230 shares; 2025Q4: 48,226 shares 48,226 $3.42M 0.01% -3,004 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,452 shares; 2024Q4: 101,473 shares; 2025Q1: 101,174 shares; 2025Q2: 103,556 shares; 2025Q3: 109,229 shares; 2025Q4: 114,256 shares 114,256 $3.36M 0.01% +5,027 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,823 shares; 2024Q4: 125,393 shares; 2025Q1: 138,466 shares; 2025Q2: 129,942 shares; 2025Q3: 122,802 shares; 2025Q4: 126,019 shares 126,019 $3.34M 0.01% +3,217 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,295 shares; 2024Q4: 51,799 shares; 2025Q1: 52,939 shares; 2025Q2: 51,381 shares; 2025Q3: 52,819 shares; 2025Q4: 53,594 shares 53,594 $3.23M 0.01% +775 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,004 shares; 2024Q4: 35,666 shares; 2025Q1: 40,040 shares; 2025Q2: 40,885 shares; 2025Q3: 39,334 shares; 2025Q4: 38,602 shares 38,602 $3.19M 0.01% -732 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,651 shares; 2024Q4: 90,499 shares; 2025Q1: 71,964 shares; 2025Q2: 74,432 shares; 2025Q3: 67,888 shares; 2025Q4: 71,637 shares 71,637 $3.17M 0.01% +3,749 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,616 shares; 2024Q4: 79,708 shares; 2025Q1: 157,139 shares; 2025Q2: 183,608 shares; 2025Q3: 140,691 shares; 2025Q4: 104,700 shares 104,700 $3.15M 0.01% -35,991 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,636 shares; 2024Q4: 49,345 shares; 2025Q1: 63,174 shares; 2025Q2: 63,321 shares; 2025Q3: 64,134 shares; 2025Q4: 64,964 shares 64,964 $3.12M 0.01% +830 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,913 shares; 2024Q4: 40,753 shares; 2025Q1: 41,884 shares; 2025Q2: 48,201 shares; 2025Q3: 47,903 shares; 2025Q4: 50,131 shares 50,131 $3.05M 0.01% +2,228 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,718 shares; 2024Q4: 103,649 shares; 2025Q1: 93,587 shares; 2025Q2: 85,356 shares; 2025Q3: 87,121 shares; 2025Q4: 91,951 shares 91,951 $3.03M 0.01% +4,830 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 494 shares; 2025Q1: 1,503 shares; 2025Q2: 2,777 shares; 2025Q3: 3,276 shares; 2025Q4: 3,997 shares 3,997 $3.01M 0.01% +721 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,604 shares; 2025Q3: 70,106 shares; 2025Q4: 83,711 shares 83,711 $2.98M 0.01% +13,605 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,819 shares; 2025Q4: 120,117 shares 120,117 $2.92M 0.01% +1,298 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,264 shares; 2024Q4: 10,712 shares; 2025Q1: 10,080 shares; 2025Q2: 10,417 shares; 2025Q3: 10,288 shares; 2025Q4: 14,554 shares 14,554 $2.89M 0.01% +4,266 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,596 shares; 2024Q4: 29,488 shares; 2025Q1: 30,066 shares; 2025Q2: 29,362 shares; 2025Q3: 42,198 shares; 2025Q4: 55,176 shares 55,176 $2.86M 0.01% +12,978 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,143 shares; 2024Q4: 299,138 shares; 2025Q1: 268,160 shares; 2025Q2: 110,052 shares; 2025Q3: 63,777 shares; 2025Q4: 57,314 shares 57,314 $2.86M 0.01% -6,463 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 3,504 shares; 2025Q1: 6,425 shares; 2025Q2: 6,029 shares; 2025Q3: 6,504 shares; 2025Q4: 12,295 shares 12,295 $2.84M 0.01% +5,791 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,634 shares; 2024Q4: 42,765 shares; 2025Q1: 48,210 shares; 2025Q2: 63,998 shares; 2025Q3: 63,557 shares; 2025Q4: 62,195 shares 62,195 $2.74M 0.01% -1,362 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,406 shares; 2024Q4: 10,137 shares; 2025Q1: 11,265 shares; 2025Q2: 12,836 shares; 2025Q3: 12,783 shares; 2025Q4: 13,031 shares 13,031 $2.73M 0.01% +248 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 6,653 shares; 2025Q1: 6,746 shares; 2025Q2: 7,070 shares; 2025Q3: 6,611 shares; 2025Q4: 5,720 shares 5,720 $2.71M 0.01% -891 Timeline MFUT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,817 shares; 2025Q3: 164,711 shares; 2025Q4: 161,795 shares 161,795 $2.65M 0.01% -2,916 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,879 shares; 2024Q4: 90,453 shares; 2025Q1: 62,090 shares; 2025Q2: 126,054 shares; 2025Q3: 123,639 shares; 2025Q4: 124,386 shares 124,386 $2.65M 0.01% +747 Timeline SGLC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,578 shares; 2024Q4: 64,446 shares; 2025Q1: 71,946 shares; 2025Q2: 56,008 shares; 2025Q3: 60,557 shares; 2025Q4: 66,623 shares 66,623 $2.56M <0.01% +6,066 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,531 shares; 2024Q4: 47,313 shares; 2025Q1: 32,122 shares; 2025Q2: 29,548 shares; 2025Q3: 29,465 shares; 2025Q4: 30,356 shares 30,356 $2.54M <0.01% +891 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,924 shares; 2025Q3: 48,404 shares; 2025Q4: 60,265 shares 60,265 $2.51M <0.01% +11,861 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,276 shares; 2024Q4: 25,738 shares; 2025Q1: 28,048 shares; 2025Q2: 24,772 shares; 2025Q3: 24,799 shares; 2025Q4: 28,905 shares 28,905 $2.48M <0.01% +4,106 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230,860 shares; 2025Q1: 235,443 shares; 2025Q2: 118,562 shares; 2025Q3: 92,717 shares; 2025Q4: 94,005 shares 94,005 $2.48M <0.01% +1,288 Timeline VAMO CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,865 shares; 2024Q4: 81,114 shares; 2025Q1: 78,874 shares; 2025Q2: 74,437 shares; 2025Q3: 73,895 shares; 2025Q4: 71,647 shares 71,647 $2.45M <0.01% -2,248 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,827 shares; 2024Q4: 62,978 shares; 2025Q1: 38,151 shares; 2025Q2: 33,684 shares; 2025Q3: 33,262 shares; 2025Q4: 33,043 shares 33,043 $2.43M <0.01% -219 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,990 shares; 2024Q4: 99,634 shares; 2025Q1: 95,531 shares; 2025Q2: 81,227 shares; 2025Q3: 79,190 shares; 2025Q4: 77,054 shares 77,054 $2.42M <0.01% -2,136 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,463 shares; 2024Q4: 25,066 shares; 2025Q1: 25,633 shares; 2025Q2: 26,705 shares; 2025Q3: 25,849 shares; 2025Q4: 47,364 shares 47,364 $2.36M <0.01% +21,515 Timeline GUMI GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,954 shares; 2025Q4: 46,690 shares 46,690 $2.35M <0.01% +12,736 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,997 shares; 2024Q4: 30,559 shares; 2025Q1: 37,339 shares; 2025Q2: 23,924 shares; 2025Q3: 25,359 shares; 2025Q4: 27,446 shares 27,446 $2.32M <0.01% +2,087 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,918 shares; 2025Q1: 4,820 shares; 2025Q2: 4,678 shares; 2025Q3: 4,740 shares; 2025Q4: 7,337 shares 7,337 $2.3M <0.01% +2,597 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,684 shares; 2024Q4: 53,591 shares; 2025Q1: 52,848 shares; 2025Q2: 46,854 shares; 2025Q3: 46,475 shares; 2025Q4: 44,699 shares 44,699 $2.28M <0.01% -1,776 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,590 shares; 2024Q4: 8,254 shares; 2025Q1: 8,465 shares; 2025Q2: 7,501 shares; 2025Q3: 17,747 shares; 2025Q4: 19,105 shares 19,105 $2.28M <0.01% +1,358 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,495 shares; 2025Q2: 46,458 shares; 2025Q3: 52,381 shares; 2025Q4: 58,807 shares 58,807 $2.25M <0.01% +6,426 Timeline HISF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,374 shares; 2025Q4: 48,680 shares 48,680 $2.2M <0.01% +6,306 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,675 shares; 2024Q4: 21,149 shares; 2025Q1: 22,152 shares; 2025Q2: 24,515 shares; 2025Q3: 25,273 shares; 2025Q4: 27,067 shares 27,067 $2.16M <0.01% +1,794 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,409 shares; 2024Q4: 13,657 shares; 2025Q1: 12,285 shares; 2025Q2: 25,672 shares; 2025Q3: 27,468 shares; 2025Q4: 27,850 shares 27,850 $2.15M <0.01% +382 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,290 shares; 2024Q4: 24,370 shares; 2025Q1: 16,703 shares; 2025Q2: 17,156 shares; 2025Q3: 17,353 shares; 2025Q4: 19,213 shares 19,213 $2.11M <0.01% +1,860 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,127 shares; 2025Q4: 22,460 shares 22,460 $2.1M <0.01% +3,333 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,471 shares; 2024Q4: 35,549 shares; 2025Q1: 35,589 shares; 2025Q2: 35,270 shares; 2025Q3: 47,673 shares; 2025Q4: 47,201 shares 47,201 $2.07M <0.01% -472 Timeline QEFA 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,566 shares; 2024Q4: 22,375 shares; 2025Q1: 22,974 shares; 2025Q2: 21,208 shares; 2025Q3: 21,630 shares; 2025Q4: 22,780 shares 22,780 $2.06M <0.01% +1,150 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,500 shares; 2024Q4: 38,777 shares; 2025Q1: 37,791 shares; 2025Q2: 46,166 shares; 2025Q3: 46,739 shares; 2025Q4: 44,908 shares 44,908 $2.04M <0.01% -1,831 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,238 shares; 2024Q4: 39,779 shares; 2025Q1: 37,372 shares; 2025Q2: 39,922 shares; 2025Q3: 39,525 shares; 2025Q4: 39,896 shares 39,896 $1.95M <0.01% +371 Timeline CBTJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,387 shares; 2025Q2: 79,734 shares; 2025Q3: 97,147 shares; 2025Q4: 87,843 shares 87,843 $1.92M <0.01% -9,304 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,142 shares; 2024Q4: 43,298 shares; 2025Q1: 41,533 shares; 2025Q2: 44,439 shares; 2025Q3: 44,296 shares; 2025Q4: 42,125 shares 42,125 $1.9M <0.01% -2,171 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,854 shares; 2024Q4: 60,888 shares; 2025Q1: 63,565 shares; 2025Q2: 64,231 shares; 2025Q3: 67,774 shares; 2025Q4: 75,483 shares 75,483 $1.89M <0.01% +7,709 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,340 shares; 2024Q4: 48,062 shares; 2025Q1: 55,998 shares; 2025Q2: 53,737 shares; 2025Q3: 58,119 shares; 2025Q4: 58,233 shares 58,233 $1.88M <0.01% +114 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,979 shares; 2024Q4: 15,104 shares; 2025Q1: 13,512 shares; 2025Q2: 20,660 shares; 2025Q3: 22,005 shares; 2025Q4: 32,163 shares 32,163 $1.84M <0.01% +10,158 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,893 shares; 2024Q4: 9,701 shares; 2025Q1: 10,244 shares; 2025Q2: 11,795 shares; 2025Q3: 12,252 shares; 2025Q4: 14,795 shares 14,795 $1.82M <0.01% +2,543 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,632 shares; 2024Q4: 19,197 shares; 2025Q1: 25,500 shares; 2025Q2: 38,894 shares; 2025Q3: 44,416 shares; 2025Q4: 47,583 shares 47,583 $1.82M <0.01% +3,167 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,822 shares; 2024Q4: 11,021 shares; 2025Q1: 9,290 shares; 2025Q2: 9,726 shares; 2025Q3: 18,329 shares; 2025Q4: 22,380 shares 22,380 $1.82M <0.01% +4,051 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,388 shares; 2024Q4: 15,520 shares; 2025Q1: 14,142 shares; 2025Q2: 15,268 shares; 2025Q3: 21,494 shares; 2025Q4: 22,041 shares 22,041 $1.81M <0.01% +547 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,140 shares; 2024Q4: 27,281 shares; 2025Q1: 38,505 shares; 2025Q2: 47,597 shares; 2025Q3: 55,660 shares; 2025Q4: 56,550 shares 56,550 $1.79M <0.01% +890 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,310 shares; 2024Q4: 41,390 shares; 2025Q1: 31,086 shares; 2025Q2: 32,714 shares; 2025Q3: 34,676 shares; 2025Q4: 35,881 shares 35,881 $1.78M <0.01% +1,205 Timeline QXQ RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,628 shares; 2024Q4: 46,967 shares; 2025Q1: 54,392 shares; 2025Q2: 51,031 shares; 2025Q3: 53,700 shares; 2025Q4: 64,233 shares 64,233 $1.76M <0.01% +10,533 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,237 shares; 2024Q4: 16,882 shares; 2025Q1: 5,438 shares; 2025Q2: 7,231 shares; 2025Q3: 6,513 shares; 2025Q4: 6,952 shares 6,952 $1.74M <0.01% +439 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,171 shares; 2025Q1: 24,778 shares; 2025Q2: 24,567 shares; 2025Q3: 24,771 shares; 2025Q4: 24,937 shares 24,937 $1.73M <0.01% +166 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,106 shares; 2024Q4: 45,011 shares; 2025Q1: 56,946 shares; 2025Q2: 102,641 shares; 2025Q3: 32,785 shares; 2025Q4: 32,984 shares 32,984 $1.69M <0.01% +199 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,463 shares; 2024Q4: 32,801 shares; 2025Q1: 33,502 shares; 2025Q2: 34,061 shares; 2025Q3: 34,759 shares; 2025Q4: 38,249 shares 38,249 $1.69M <0.01% +3,490 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,202 shares; 2025Q3: 23,311 shares; 2025Q4: 26,041 shares 26,041 $1.67M <0.01% +2,730 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 539 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,041 shares; 2025Q4: 3,704 shares 3,704 $1.67M <0.01% +2,663 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,796 shares; 2024Q4: 17,029 shares; 2025Q1: 16,723 shares; 2025Q2: 14,154 shares; 2025Q3: 15,629 shares; 2025Q4: 17,797 shares 17,797 $1.63M <0.01% +2,168 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,509 shares; 2024Q4: 21,067 shares; 2025Q1: 21,825 shares; 2025Q2: 22,036 shares; 2025Q3: 23,080 shares; 2025Q4: 24,731 shares 24,731 $1.62M <0.01% +1,651 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,850 shares; 2024Q4: 15,943 shares; 2025Q1: 11,183 shares; 2025Q2: 19,358 shares; 2025Q3: 19,721 shares; 2025Q4: 28,710 shares 28,710 $1.59M <0.01% +8,989 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 5,178 shares; 2025Q1: 7,340 shares; 2025Q2: 9,311 shares; 2025Q3: 8,043 shares; 2025Q4: 11,508 shares 11,508 $1.58M <0.01% +3,465 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,421 shares; 2025Q2: 20,234 shares; 2025Q3: 26,421 shares; 2025Q4: 30,885 shares 30,885 $1.57M <0.01% +4,464 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,997 shares; 2024Q4: 36,222 shares; 2025Q1: 36,136 shares; 2025Q2: 41,745 shares; 2025Q3: 42,467 shares; 2025Q4: 42,814 shares 42,814 $1.54M <0.01% +347 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,327 shares; 2025Q3: 15,238 shares; 2025Q4: 17,889 shares 17,889 $1.54M <0.01% +2,651 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 227 shares; 2025Q1: 262 shares; 2025Q2: 1,074 shares; 2025Q3: 1,215 shares; 2025Q4: 1,785 shares 1,785 $1.54M <0.01% +570 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,855 shares; 2024Q4: 40,875 shares; 2025Q1: 39,216 shares; 2025Q2: 39,088 shares; 2025Q3: 39,679 shares; 2025Q4: 40,545 shares 40,545 $1.53M <0.01% +866 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,113 shares; 2024Q4: 27,945 shares; 2025Q1: 30,340 shares; 2025Q2: 19,427 shares; 2025Q3: 19,527 shares; 2025Q4: 21,294 shares 21,294 $1.52M <0.01% +1,767 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,728 shares; 2024Q4: 60,003 shares; 2025Q1: 43,967 shares; 2025Q2: 117,997 shares; 2025Q3: 101,665 shares; 2025Q4: 70,287 shares 70,287 $1.52M <0.01% -31,378 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,414 shares; 2024Q4: 9,766 shares; 2025Q1: 10,558 shares; 2025Q2: 20,162 shares; 2025Q3: 19,527 shares; 2025Q4: 18,476 shares 18,476 $1.49M <0.01% -1,051 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 1,368 shares; 2025Q1: 2,644 shares; 2025Q2: 2,957 shares; 2025Q3: 2,540 shares; 2025Q4: 3,958 shares 3,958 $1.48M <0.01% +1,418 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,250 shares; 2024Q4: 18,611 shares; 2025Q1: 18,691 shares; 2025Q2: 18,435 shares; 2025Q3: 18,360 shares; 2025Q4: 13,747 shares 13,747 $1.48M <0.01% -4,613 Timeline CFIT CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,974 shares; 2025Q3: 57,151 shares; 2025Q4: 58,425 shares 58,425 $1.47M <0.01% +1,274 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 6,110 shares; 2025Q1: 5,889 shares; 2025Q2: 6,315 shares; 2025Q3: 5,704 shares; 2025Q4: 5,960 shares 5,960 $1.47M <0.01% +256 Timeline VETZ TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,267 shares; 2025Q1: 43,591 shares; 2025Q2: 61,435 shares; 2025Q3: 67,027 shares; 2025Q4: 72,375 shares 72,375 $1.45M <0.01% +5,348 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,850 shares; 2024Q4: 31,045 shares; 2025Q1: 22,741 shares; 2025Q2: 16,200 shares; 2025Q3: 15,915 shares; 2025Q4: 14,509 shares 14,509 $1.41M <0.01% -1,406 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,175 shares; 2024Q4: 43,888 shares; 2025Q1: 42,776 shares; 2025Q2: 40,929 shares; 2025Q3: 43,083 shares; 2025Q4: 44,736 shares 44,736 $1.41M <0.01% +1,653 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 2,997 shares; 2025Q1: 4,629 shares; 2025Q2: 4,009 shares; 2025Q3: 4,004 shares; 2025Q4: 3,410 shares 3,410 $1.41M <0.01% -594 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,581 shares; 2025Q2: 24,040 shares; 2025Q3: 34,258 shares; 2025Q4: 39,342 shares 39,342 $1.39M <0.01% +5,084 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,142 shares; 2024Q4: 8,370 shares; 2025Q1: 9,426 shares; 2025Q2: 17,549 shares; 2025Q3: 18,020 shares; 2025Q4: 17,824 shares 17,824 $1.32M <0.01% -196 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,092 shares; 2024Q4: 15,501 shares; 2025Q1: 16,159 shares; 2025Q2: 17,383 shares; 2025Q3: 18,444 shares; 2025Q4: 18,051 shares 18,051 $1.29M <0.01% -393 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,035 shares; 2024Q4: 9,667 shares; 2025Q1: 11,700 shares; 2025Q2: 22,393 shares; 2025Q3: 28,215 shares; 2025Q4: 26,585 shares 26,585 $1.28M <0.01% -1,630 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,113 shares; 2025Q1: 8,225 shares; 2025Q2: 6,415 shares; 2025Q3: 8,851 shares; 2025Q4: 16,655 shares 16,655 $1.27M <0.01% +7,804 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,359 shares; 2024Q4: 42,226 shares; 2025Q1: 46,292 shares; 2025Q2: 46,346 shares; 2025Q3: 49,907 shares; 2025Q4: 50,338 shares 50,338 $1.26M <0.01% +431 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,763 shares; 2024Q4: 39,236 shares; 2025Q1: 37,727 shares; 2025Q2: 58,285 shares; 2025Q3: 53,176 shares; 2025Q4: 48,709 shares 48,709 $1.26M <0.01% -4,467 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,213 shares; 2025Q2: 21,525 shares; 2025Q3: 24,746 shares; 2025Q4: 28,639 shares 28,639 $1.25M <0.01% +3,893 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,429 shares; 2024Q4: 14,904 shares; 2025Q1: 15,031 shares; 2025Q2: 16,028 shares; 2025Q3: 15,702 shares; 2025Q4: 15,427 shares 15,427 $1.25M <0.01% -275 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,672 shares; 2024Q4: 10,569 shares; 2025Q1: 10,755 shares; 2025Q2: 12,491 shares; 2025Q3: 13,365 shares; 2025Q4: 19,357 shares 19,357 $1.25M <0.01% +5,992 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 17,614 shares; 2025Q1: 20,819 shares; 2025Q2: 16,083 shares; 2025Q3: 25,497 shares; 2025Q4: 29,875 shares 29,875 $1.24M <0.01% +4,378 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,325 shares; 2024Q4: 2,445 shares; 2025Q1: 5,505 shares; 2025Q2: 6,025 shares; 2025Q3: 6,748 shares; 2025Q4: 7,954 shares 7,954 $1.23M <0.01% +1,206 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,971 shares; 2024Q4: 21,309 shares; 2025Q1: 20,433 shares; 2025Q2: 17,372 shares; 2025Q3: 17,930 shares; 2025Q4: 29,472 shares 29,472 $1.21M <0.01% +11,542 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,099 shares; 2024Q4: 19,749 shares; 2025Q1: 22,092 shares; 2025Q2: 25,167 shares; 2025Q3: 24,131 shares; 2025Q4: 24,224 shares 24,224 $1.2M <0.01% +93 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,437 shares; 2024Q4: 38,993 shares; 2025Q1: 37,436 shares; 2025Q2: 40,946 shares; 2025Q3: 42,002 shares; 2025Q4: 45,228 shares 45,228 $1.2M <0.01% +3,226 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,798 shares; 2024Q4: 89,951 shares; 2025Q1: 88,688 shares; 2025Q2: 73,006 shares; 2025Q3: 108,925 shares; 2025Q4: 113,725 shares 113,725 $1.18M <0.01% +4,800 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,345 shares; 2025Q3: 4,627 shares; 2025Q4: 6,049 shares 6,049 $1.18M <0.01% +1,422 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,522 shares; 2024Q4: 15,966 shares; 2025Q1: 17,535 shares; 2025Q2: 17,991 shares; 2025Q3: 16,642 shares; 2025Q4: 16,363 shares 16,363 $1.18M <0.01% -279 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 7,778 shares; 2025Q1: 6,327 shares; 2025Q2: 8,809 shares; 2025Q3: 10,511 shares; 2025Q4: 13,407 shares 13,407 $1.11M <0.01% +2,896 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,210 shares; 2025Q3: 13,604 shares; 2025Q4: 14,490 shares 14,490 $1.1M <0.01% +886 Timeline GHYB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,001 shares; 2024Q4: 319,752 shares; 2025Q1: 289,915 shares; 2025Q2: 52,215 shares; 2025Q3: 29,470 shares; 2025Q4: 24,113 shares 24,113 $1.09M <0.01% -5,357 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,911 shares; 2025Q4: 2,246 shares 2,246 $1.08M <0.01% +335 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,447 shares; 2024Q4: 16,181 shares; 2025Q1: 16,325 shares; 2025Q2: 14,759 shares; 2025Q3: 14,986 shares; 2025Q4: 14,755 shares 14,755 $1.07M <0.01% -231 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 774 shares; 2025Q1: 759 shares; 2025Q2: 852 shares; 2025Q3: 1,418 shares; 2025Q4: 2,083 shares 2,083 $1.05M <0.01% +665 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,638 shares; 2024Q4: 30,171 shares; 2025Q1: 20,749 shares; 2025Q2: 15,103 shares; 2025Q3: 13,956 shares; 2025Q4: 10,617 shares 10,617 $1.02M <0.01% -3,339 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,936 shares; 2024Q4: 10,160 shares; 2025Q1: 10,147 shares; 2025Q2: 10,126 shares; 2025Q3: 10,637 shares; 2025Q4: 10,854 shares 10,854 $1.01M <0.01% +217 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,544 shares; 2024Q4: 460,793 shares; 2025Q1: 449,365 shares; 2025Q2: 256,289 shares; 2025Q3: 59,599 shares; 2025Q4: 40,117 shares 40,117 $1M <0.01% -19,482 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,109 shares; 2024Q4: 18,956 shares; 2025Q1: 20,063 shares; 2025Q2: 22,052 shares; 2025Q3: 18,470 shares; 2025Q4: 19,740 shares 19,740 $998K <0.01% +1,270 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,459 shares; 2024Q4: 11,141 shares; 2025Q1: 10,223 shares; 2025Q2: 8,082 shares; 2025Q3: 7,805 shares; 2025Q4: 6,695 shares 6,695 $989K <0.01% -1,110 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,872 shares; 2025Q3: 23,600 shares; 2025Q4: 26,652 shares 26,652 $975K <0.01% +3,052 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,760 shares; 2024Q4: 10,881 shares; 2025Q1: 11,071 shares; 2025Q2: 10,456 shares; 2025Q3: 10,092 shares; 2025Q4: 10,696 shares 10,696 $963K <0.01% +604 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 5,456 shares; 2025Q1: 6,397 shares; 2025Q2: 8,656 shares; 2025Q3: 9,112 shares; 2025Q4: 9,762 shares 9,762 $954K <0.01% +650 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,117 shares; 2025Q1: 6,461 shares; 2025Q2: 5,319 shares; 2025Q3: 5,730 shares; 2025Q4: 8,481 shares 8,481 $948K <0.01% +2,751 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,149 shares; 2024Q4: 14,744 shares; 2025Q1: 13,690 shares; 2025Q2: 16,037 shares; 2025Q3: 21,658 shares; 2025Q4: 21,127 shares 21,127 $943K <0.01% -531 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,693 shares; 2024Q4: 35,018 shares; 2025Q1: 34,283 shares; 2025Q2: 30,311 shares; 2025Q3: 30,023 shares; 2025Q4: 28,953 shares 28,953 $941K <0.01% -1,070 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 10,942 shares; 2025Q1: 10,732 shares; 2025Q2: 10,423 shares; 2025Q3: 9,956 shares; 2025Q4: 16,160 shares 16,160 $939K <0.01% +6,204 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,947 shares; 2024Q4: 5,513 shares; 2025Q1: 5,773 shares; 2025Q2: 5,238 shares; 2025Q3: 5,552 shares; 2025Q4: 5,557 shares 5,557 $933K <0.01% +5 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 14,903 shares; 2025Q1: 13,437 shares; 2025Q2: 28,997 shares; 2025Q3: 33,459 shares; 2025Q4: 34,212 shares 34,212 $931K <0.01% +753 Timeline DYTA RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,186 shares; 2024Q4: 24,537 shares; 2025Q1: 30,111 shares; 2025Q2: 24,993 shares; 2025Q3: 27,457 shares; 2025Q4: 31,558 shares 31,558 $921K <0.01% +4,101 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,904 shares; 2024Q4: 29,076 shares; 2025Q1: 28,364 shares; 2025Q2: 24,802 shares; 2025Q3: 24,532 shares; 2025Q4: 23,910 shares 23,910 $916K <0.01% -622 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 7,636 shares; 2025Q1: 11,002 shares; 2025Q2: 18,202 shares; 2025Q3: 20,501 shares; 2025Q4: 22,684 shares 22,684 $915K <0.01% +2,183 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 6,418 shares; 2025Q1: 6,985 shares; 2025Q2: 7,549 shares; 2025Q3: 7,294 shares; 2025Q4: 8,201 shares 8,201 $914K <0.01% +907 Timeline TYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,038 shares; 2025Q3: 34,604 shares; 2025Q4: 36,282 shares 36,282 $913K <0.01% +1,678 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,058 shares; 2025Q1: 7,615 shares; 2025Q2: 10,238 shares; 2025Q3: 10,891 shares; 2025Q4: 14,137 shares 14,137 $898K <0.01% +3,246 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,325 shares; 2024Q4: 11,112 shares; 2025Q1: 9,854 shares; 2025Q2: 5,457 shares; 2025Q3: 4,740 shares; 2025Q4: 18,137 shares 18,137 $873K <0.01% +13,397 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,441 shares; 2024Q4: 12,469 shares; 2025Q1: 17,290 shares; 2025Q2: 17,505 shares; 2025Q3: 18,923 shares; 2025Q4: 21,041 shares 21,041 $868K <0.01% +2,118 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,298 shares 12,298 $858K <0.01% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,538 shares; 2024Q4: 28,371 shares; 2025Q1: 33,099 shares; 2025Q2: 33,395 shares; 2025Q3: 33,205 shares; 2025Q4: 33,579 shares 33,579 $856K <0.01% +374 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 545 shares; 2025Q1: 572 shares; 2025Q2: 607 shares; 2025Q3: 690 shares; 2025Q4: 1,277 shares 1,277 $843K <0.01% +587 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,679 shares; 2024Q4: 11,559 shares; 2025Q1: 9,214 shares; 2025Q2: 9,781 shares; 2025Q3: 11,547 shares; 2025Q4: 12,010 shares 12,010 $837K <0.01% +463 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,884 shares; 2024Q4: 13,203 shares; 2025Q1: 13,358 shares; 2025Q2: 12,591 shares; 2025Q3: 12,915 shares; 2025Q4: 14,510 shares 14,510 $831K <0.01% +1,595 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,317 shares; 2024Q4: 8,577 shares; 2025Q1: 7,920 shares; 2025Q2: 9,678 shares; 2025Q3: 9,654 shares; 2025Q4: 9,054 shares 9,054 $824K <0.01% -600 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 9,584 shares; 2025Q1: 9,775 shares; 2025Q2: 10,234 shares; 2025Q3: 10,431 shares; 2025Q4: 10,580 shares 10,580 $820K <0.01% +149 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,044 shares; 2025Q3: 7,689 shares; 2025Q4: 8,055 shares 8,055 $818K <0.01% +366 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,896 shares; 2025Q2: 4,804 shares; 2025Q3: 5,021 shares; 2025Q4: 6,426 shares 6,426 $809K <0.01% +1,405 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1,260 shares; 2025Q1: 1,336 shares; 2025Q2: 1,485 shares; 2025Q3: 1,690 shares; 2025Q4: 2,321 shares 2,321 $803K <0.01% +631 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,915 shares; 2024Q4: 17,432 shares; 2025Q1: 24,098 shares; 2025Q2: 23,741 shares; 2025Q3: 25,958 shares; 2025Q4: 27,229 shares 27,229 $797K <0.01% +1,271 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,352 shares; 2024Q4: 8,088 shares; 2025Q1: 7,858 shares; 2025Q2: 7,176 shares; 2025Q3: 6,853 shares; 2025Q4: 6,609 shares 6,609 $794K <0.01% -244 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,165 shares; 2024Q4: 5,208 shares; 2025Q1: 6,628 shares; 2025Q2: 6,037 shares; 2025Q3: 6,562 shares; 2025Q4: 8,451 shares 8,451 $787K <0.01% +1,889 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,849 shares; 2024Q4: 23,849 shares; 2025Q1: 23,966 shares; 2025Q2: 24,739 shares; 2025Q3: 24,783 shares; 2025Q4: 24,779 shares 24,779 $785K <0.01% -4 Timeline SPGM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,178 shares 10,178 $781K <0.01% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,526 shares; 2024Q4: 11,495 shares; 2025Q1: 11,262 shares; 2025Q2: 3,685 shares; 2025Q3: not reported; 2025Q4: 9,133 shares 9,133 $780K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112,265 shares; 2025Q1: 114,470 shares; 2025Q2: 53,683 shares; 2025Q3: 27,602 shares; 2025Q4: 28,313 shares 28,313 $775K <0.01% +711 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,779 shares; 2024Q4: 3,629 shares; 2025Q1: 3,897 shares; 2025Q2: 3,777 shares; 2025Q3: 2,845 shares; 2025Q4: 2,397 shares 2,397 $774K <0.01% -448 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,305 shares; 2025Q1: 10,225 shares; 2025Q2: 7,952 shares; 2025Q3: 7,151 shares; 2025Q4: 18,087 shares 18,087 $772K <0.01% +10,936 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,720 shares; 2025Q2: 10,219 shares; 2025Q3: 15,196 shares; 2025Q4: 17,388 shares 17,388 $771K <0.01% +2,192 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: 2,499 shares; 2025Q4: 2,456 shares 2,456 $759K <0.01% -43 Timeline CWI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,303 shares; 2025Q3: 19,177 shares; 2025Q4: 21,113 shares 21,113 $758K <0.01% +1,936 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,824 shares; 2025Q3: 22,344 shares; 2025Q4: 26,546 shares 26,546 $756K <0.01% +4,202 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,245 shares; 2024Q4: 8,728 shares; 2025Q1: 9,097 shares; 2025Q2: 17,041 shares; 2025Q3: 16,889 shares; 2025Q4: 16,094 shares 16,094 $750K <0.01% -795 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,811 shares; 2024Q4: 14,967 shares; 2025Q1: 18,120 shares; 2025Q2: 18,305 shares; 2025Q3: 17,727 shares; 2025Q4: 17,866 shares 17,866 $749K <0.01% +139 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,831 shares; 2025Q1: 1,545 shares; 2025Q2: 1,970 shares; 2025Q3: 2,007 shares; 2025Q4: 2,322 shares 2,322 $748K <0.01% +315 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,569 shares; 2025Q3: 9,480 shares; 2025Q4: 11,673 shares 11,673 $748K <0.01% +2,193 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,665 shares; 2025Q2: 5,046 shares; 2025Q3: 5,241 shares; 2025Q4: 6,128 shares 6,128 $746K <0.01% +887 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,379 shares; 2024Q4: 19,588 shares; 2025Q1: 19,428 shares; 2025Q2: 13,341 shares; 2025Q3: 11,073 shares; 2025Q4: 10,771 shares 10,771 $729K <0.01% -302 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,636 shares; 2024Q4: 12,194 shares; 2025Q1: 13,186 shares; 2025Q2: 14,198 shares; 2025Q3: 14,449 shares; 2025Q4: 14,115 shares 14,115 $728K <0.01% -334 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,470 shares; 2025Q2: 9,036 shares; 2025Q3: 9,786 shares; 2025Q4: 13,120 shares 13,120 $719K <0.01% +3,334 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 7,460 shares; 2025Q1: 8,101 shares; 2025Q2: 8,209 shares; 2025Q3: 8,228 shares; 2025Q4: 15,903 shares 15,903 $711K <0.01% +7,675 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,988 shares 9,988 $703K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,265 shares; 2024Q4: 30,737 shares; 2025Q1: 23,984 shares; 2025Q2: 27,707 shares; 2025Q3: 28,562 shares; 2025Q4: 30,380 shares 30,380 $700K <0.01% +1,818 Timeline BLDG CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,916 shares; 2024Q4: 33,726 shares; 2025Q1: 34,586 shares; 2025Q2: 28,455 shares; 2025Q3: 28,527 shares; 2025Q4: 28,505 shares 28,505 $697K <0.01% -22 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 26,371 shares; 2025Q1: 26,546 shares; 2025Q2: 12,048 shares; 2025Q3: 9,952 shares; 2025Q4: 9,836 shares 9,836 $684K <0.01% -116 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 4,044 shares; 2025Q1: 3,963 shares; 2025Q2: 3,887 shares; 2025Q3: 3,911 shares; 2025Q4: 3,904 shares 3,904 $677K <0.01% -7 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,309 shares; 2025Q4: 20,160 shares 20,160 $676K <0.01% +13,851 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,744 shares; 2024Q4: 10,334 shares; 2025Q1: 9,682 shares; 2025Q2: 9,728 shares; 2025Q3: 9,249 shares; 2025Q4: 8,889 shares 8,889 $668K <0.01% -360 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,840 shares; 2025Q2: 18,529 shares; 2025Q3: 24,250 shares; 2025Q4: 26,414 shares 26,414 $665K <0.01% +2,164 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,333 shares; 2025Q1: 5,255 shares; 2025Q2: 6,219 shares; 2025Q3: 6,586 shares; 2025Q4: 10,300 shares 10,300 $655K <0.01% +3,714 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,647 shares; 2024Q4: 2,156 shares; 2025Q1: 1,763 shares; 2025Q2: 1,831 shares; 2025Q3: 1,948 shares; 2025Q4: 4,532 shares 4,532 $650K <0.01% +2,584 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,613 shares; 2024Q4: 5,737 shares; 2025Q1: 5,705 shares; 2025Q2: 5,885 shares; 2025Q3: 4,596 shares; 2025Q4: 3,044 shares 3,044 $640K <0.01% -1,552 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,705 shares; 2024Q4: 8,631 shares; 2025Q1: 9,777 shares; 2025Q2: 9,397 shares; 2025Q3: 10,106 shares; 2025Q4: 16,467 shares 16,467 $640K <0.01% +6,361 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,853 shares; 2024Q4: 7,331 shares; 2025Q1: 8,504 shares; 2025Q2: 8,601 shares; 2025Q3: 8,644 shares; 2025Q4: 11,649 shares 11,649 $637K <0.01% +3,005 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,388 shares; 2024Q4: 101,034 shares; 2025Q1: 102,898 shares; 2025Q2: 21,105 shares; 2025Q3: 14,606 shares; 2025Q4: 12,831 shares 12,831 $632K <0.01% -1,775 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,483 shares; 2024Q4: 62,555 shares; 2025Q1: 64,702 shares; 2025Q2: 62,038 shares; 2025Q3: 35,942 shares; 2025Q4: 20,900 shares 20,900 $631K <0.01% -15,042 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,764 shares; 2025Q3: 17,109 shares; 2025Q4: 18,957 shares 18,957 $625K <0.01% +1,848 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 5,494 shares; 2025Q1: 5,846 shares; 2025Q2: 8,721 shares; 2025Q3: 10,499 shares; 2025Q4: 9,709 shares 9,709 $613K <0.01% -790 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,165 shares; 2024Q4: 3,759 shares; 2025Q1: 3,085 shares; 2025Q2: 3,135 shares; 2025Q3: 2,341 shares; 2025Q4: 3,194 shares 3,194 $612K <0.01% +853 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 5,842 shares; 2025Q1: 6,664 shares; 2025Q2: 5,004 shares; 2025Q3: 4,980 shares; 2025Q4: 5,353 shares 5,353 $610K <0.01% +373 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,153 shares; 2024Q4: 18,155 shares; 2025Q1: 16,068 shares; 2025Q2: 16,815 shares; 2025Q3: 20,059 shares; 2025Q4: 20,873 shares 20,873 $602K <0.01% +814 Timeline MYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,627 shares; 2025Q3: 22,922 shares; 2025Q4: 22,168 shares 22,168 $594K <0.01% -754 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 4,066 shares; 2025Q1: 4,858 shares; 2025Q2: 4,717 shares; 2025Q3: 6,177 shares; 2025Q4: 6,098 shares 6,098 $587K <0.01% -79 Timeline RSSX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,928 shares 22,928 $584K <0.01% new Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 5,671 shares; 2025Q1: 5,939 shares; 2025Q2: 4,120 shares; 2025Q3: 4,126 shares; 2025Q4: 4,449 shares 4,449 $582K <0.01% +323 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,135 shares; 2024Q4: 11,520 shares; 2025Q1: 39,848 shares; 2025Q2: 15,254 shares; 2025Q3: 17,027 shares; 2025Q4: 18,340 shares 18,340 $577K <0.01% +1,313 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,399 shares; 2024Q4: 4,370 shares; 2025Q1: 6,838 shares; 2025Q2: 10,969 shares; 2025Q3: 12,167 shares; 2025Q4: 7,592 shares 7,592 $570K <0.01% -4,575 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,352 shares; 2024Q4: 19,279 shares; 2025Q1: 19,796 shares; 2025Q2: 19,867 shares; 2025Q3: 19,986 shares; 2025Q4: 20,722 shares 20,722 $565K <0.01% +736 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,336 shares; 2025Q4: 16,293 shares 16,293 $565K <0.01% -43 Timeline LYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,685 shares; 2025Q3: 20,767 shares; 2025Q4: 20,288 shares 20,288 $565K <0.01% -479 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,069 shares; 2025Q1: 10,124 shares; 2025Q2: 9,218 shares; 2025Q3: 10,624 shares; 2025Q4: 12,089 shares 12,089 $560K <0.01% +1,465 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,161 shares; 2024Q4: 8,857 shares; 2025Q1: 8,246 shares; 2025Q2: 8,336 shares; 2025Q3: 8,248 shares; 2025Q4: 8,241 shares 8,241 $553K <0.01% -7 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 837 shares; 2025Q1: 889 shares; 2025Q2: 947 shares; 2025Q3: 937 shares; 2025Q4: 967 shares 967 $552K <0.01% +30 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,277 shares; 2025Q1: 1,546 shares; 2025Q2: 1,403 shares; 2025Q3: 1,477 shares; 2025Q4: 1,600 shares 1,600 $551K <0.01% +123 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,012 shares; 2024Q4: 17,216 shares; 2025Q1: 19,408 shares; 2025Q2: 20,009 shares; 2025Q3: 20,796 shares; 2025Q4: 21,334 shares 21,334 $549K <0.01% +538 Timeline PSCC INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,576 shares; 2025Q3: 19,944 shares; 2025Q4: 17,532 shares 17,532 $545K <0.01% -2,412 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,189 shares; 2025Q3: 21,639 shares; 2025Q4: 21,739 shares 21,739 $541K <0.01% +100 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 224 shares; 2025Q2: 254 shares; 2025Q3: 303 shares; 2025Q4: 5,750 shares 5,750 $539K <0.01% +5,447 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,070 shares; 2024Q4: 18,609 shares; 2025Q1: 17,604 shares; 2025Q2: 16,586 shares; 2025Q3: 16,293 shares; 2025Q4: 16,078 shares 16,078 $539K <0.01% -215 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 572 shares; 2025Q1: 595 shares; 2025Q2: 594 shares; 2025Q3: 622 shares; 2025Q4: 612 shares 612 $538K <0.01% -10 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,853 shares; 2025Q1: 1,873 shares; 2025Q2: 1,819 shares; 2025Q3: 1,773 shares; 2025Q4: 3,711 shares 3,711 $534K <0.01% +1,938 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,836 shares; 2025Q1: 1,977 shares; 2025Q2: 1,853 shares; 2025Q3: 1,765 shares; 2025Q4: 1,480 shares 1,480 $533K <0.01% -285 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,259 shares; 2025Q3: 12,771 shares; 2025Q4: 14,612 shares 14,612 $532K <0.01% +1,841 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 2,201 shares; 2025Q1: 2,092 shares; 2025Q2: 1,875 shares; 2025Q3: 2,013 shares; 2025Q4: 2,102 shares 2,102 $528K <0.01% +89 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,656 shares; 2024Q4: 11,736 shares; 2025Q1: 11,694 shares; 2025Q2: 7,240 shares; 2025Q3: 7,434 shares; 2025Q4: 11,022 shares 11,022 $523K <0.01% +3,588 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,612 shares; 2024Q4: 8,703 shares; 2025Q1: 8,821 shares; 2025Q2: 8,387 shares; 2025Q3: 8,879 shares; 2025Q4: 9,209 shares 9,209 $522K <0.01% +330 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,551 shares; 2025Q1: 4,229 shares; 2025Q2: 4,948 shares; 2025Q3: 5,670 shares; 2025Q4: 5,241 shares 5,241 $522K <0.01% -429 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,316 shares; 2025Q3: 5,012 shares; 2025Q4: 5,252 shares 5,252 $521K <0.01% +240 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,354 shares; 2024Q4: 18,163 shares; 2025Q1: 17,671 shares; 2025Q2: 16,938 shares; 2025Q3: 16,547 shares; 2025Q4: 15,838 shares 15,838 $520K <0.01% -709 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,805 shares; 2025Q3: 4,167 shares; 2025Q4: 4,401 shares 4,401 $520K <0.01% +234 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 746 shares; 2025Q1: 752 shares; 2025Q2: 763 shares; 2025Q3: 779 shares; 2025Q4: 784 shares 784 $519K <0.01% +5 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 4,086 shares; 2025Q1: 4,359 shares; 2025Q2: 3,685 shares; 2025Q3: 3,227 shares; 2025Q4: 3,612 shares 3,612 $518K <0.01% +385 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 152 shares; 2025Q4: 152 shares 152 $516K <0.01% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,113 shares; 2025Q2: 3,035 shares; 2025Q3: 2,237 shares; 2025Q4: 2,236 shares 2,236 $515K <0.01% -1 Timeline HAUZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,192 shares 22,192 $515K <0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,462 shares; 2025Q2: 6,465 shares; 2025Q3: 6,831 shares; 2025Q4: 6,468 shares 6,468 $502K <0.01% -363 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,808 shares; 2024Q4: 5,087 shares; 2025Q1: 6,464 shares; 2025Q2: 5,477 shares; 2025Q3: 5,481 shares; 2025Q4: 7,216 shares 7,216 $501K <0.01% +1,735 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 4,071 shares; 2025Q1: 4,193 shares; 2025Q2: 4,273 shares; 2025Q3: 4,292 shares; 2025Q4: 4,913 shares 4,913 $500K <0.01% +621 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,912 shares; 2024Q4: 7,555 shares; 2025Q1: 8,600 shares; 2025Q2: 9,443 shares; 2025Q3: 9,284 shares; 2025Q4: 8,757 shares 8,757 $499K <0.01% -527 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,751 shares; 2025Q3: 6,402 shares; 2025Q4: 6,918 shares 6,918 $494K <0.01% +516 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,981 shares; 2025Q2: 9,026 shares; 2025Q3: 9,114 shares; 2025Q4: 8,462 shares 8,462 $493K <0.01% -652 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,764 shares 2,764 $491K <0.01% new Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,178 shares 24,178 $482K <0.01% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,777 shares; 2025Q1: 3,031 shares; 2025Q2: 3,506 shares; 2025Q3: 3,119 shares; 2025Q4: 3,393 shares 3,393 $479K <0.01% +274 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,846 shares; 2025Q4: 11,554 shares 11,554 $479K <0.01% +708 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,376 shares 9,376 $477K <0.01% new Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,960 shares 8,960 $472K <0.01% new Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,427 shares; 2024Q4: 7,682 shares; 2025Q1: 7,666 shares; 2025Q2: 7,494 shares; 2025Q3: 7,193 shares; 2025Q4: 7,060 shares 7,060 $471K <0.01% -133 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,201 shares; 2025Q3: 4,366 shares; 2025Q4: 4,785 shares 4,785 $470K <0.01% +419 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 4,743 shares; 2025Q1: 5,167 shares; 2025Q2: 6,055 shares; 2025Q3: 5,765 shares; 2025Q4: 4,845 shares 4,845 $469K <0.01% -920 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,527 shares; 2025Q1: 40,275 shares; 2025Q2: 18,396 shares; 2025Q3: 18,585 shares; 2025Q4: 18,376 shares 18,376 $468K <0.01% -209 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,864 shares; 2025Q1: 1,161 shares; 2025Q2: 1,007 shares; 2025Q3: 1,141 shares; 2025Q4: 1,199 shares 1,199 $464K <0.01% +58 Timeline RSPE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,525 shares 15,525 $462K <0.01% new Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,862 shares; 2025Q1: 4,372 shares; 2025Q2: 4,798 shares; 2025Q3: 5,325 shares; 2025Q4: 5,922 shares 5,922 $460K <0.01% +597 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,478 shares; 2024Q4: 8,459 shares; 2025Q1: 8,862 shares; 2025Q2: 10,640 shares; 2025Q3: 10,109 shares; 2025Q4: 10,330 shares 10,330 $459K <0.01% +221 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425 shares 425 $457K <0.01% new Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,448 shares 8,448 $455K <0.01% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,719 shares; 2025Q1: 2,738 shares; 2025Q2: 2,766 shares; 2025Q3: 2,775 shares; 2025Q4: 2,938 shares 2,938 $451K <0.01% +163 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,385 shares; 2025Q4: 16,753 shares 16,753 $451K <0.01% +368 Timeline EASG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,151 shares; 2025Q3: 9,302 shares; 2025Q4: 12,829 shares 12,829 $451K <0.01% +3,527 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,720 shares; 2024Q4: 10,483 shares; 2025Q1: 11,035 shares; 2025Q2: 15,906 shares; 2025Q3: 16,873 shares; 2025Q4: 18,033 shares 18,033 $450K <0.01% +1,160 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,938 shares; 2025Q4: 6,112 shares 6,112 $447K <0.01% +1,174 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,173 shares; 2025Q1: 17,214 shares; 2025Q2: 22,707 shares; 2025Q3: 24,098 shares; 2025Q4: 24,695 shares 24,695 $443K <0.01% +597 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 502 shares; 2025Q1: 622 shares; 2025Q2: 650 shares; 2025Q3: 678 shares; 2025Q4: 732 shares 732 $442K <0.01% +54 Timeline GWX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,896 shares; 2024Q4: 10,640 shares; 2025Q1: 12,735 shares; 2025Q2: 8,916 shares; 2025Q3: 9,903 shares; 2025Q4: 10,787 shares 10,787 $441K <0.01% +884 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,055 shares 2,055 $440K <0.01% new Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,029 shares; 2025Q1: 6,545 shares; 2025Q2: 8,225 shares; 2025Q3: 11,401 shares; 2025Q4: 11,172 shares 11,172 $437K <0.01% -229 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,198 shares; 2025Q3: 18,550 shares; 2025Q4: 20,452 shares 20,452 $434K <0.01% +1,902 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,933 shares; 2025Q4: 5,658 shares 5,658 $433K <0.01% +1,725 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,084 shares; 2024Q4: 7,081 shares; 2025Q1: 6,398 shares; 2025Q2: 6,284 shares; 2025Q3: 8,321 shares; 2025Q4: 8,420 shares 8,420 $428K <0.01% +99 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,598 shares; 2025Q2: 1,759 shares; 2025Q3: 1,775 shares; 2025Q4: 2,045 shares 2,045 $423K <0.01% +270 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,577 shares; 2024Q4: 6,629 shares; 2025Q1: 6,181 shares; 2025Q2: 5,793 shares; 2025Q3: 5,659 shares; 2025Q4: 5,459 shares 5,459 $420K <0.01% -200 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,773 shares; 2024Q4: 4,763 shares; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares; 2025Q3: 4,352 shares; 2025Q4: 4,352 shares 4,352 $417K <0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,323 shares; 2025Q1: 2,264 shares; 2025Q2: 2,397 shares; 2025Q3: 3,941 shares; 2025Q4: 4,136 shares 4,136 $415K <0.01% +195 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: 3,019 shares; 2025Q1: 2,788 shares; 2025Q2: 2,722 shares; 2025Q3: 2,745 shares; 2025Q4: 3,436 shares 3,436 $413K <0.01% +691 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 1,679 shares; 2025Q4: 2,214 shares 2,214 $413K <0.01% +535 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 4,075 shares; 2025Q1: 16,356 shares; 2025Q2: 16,392 shares; 2025Q3: 16,279 shares; 2025Q4: 16,631 shares 16,631 $411K <0.01% +352 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,360 shares 6,360 $408K <0.01% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: 905 shares; 2025Q2: 985 shares; 2025Q3: 999 shares; 2025Q4: 1,403 shares 1,403 $404K <0.01% +404 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,647 shares; 2024Q4: 9,605 shares; 2025Q1: 9,999 shares; 2025Q2: 10,505 shares; 2025Q3: 8,235 shares; 2025Q4: 7,097 shares 7,097 $404K <0.01% -1,138 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,692 shares; 2024Q4: 7,277 shares; 2025Q1: 7,072 shares; 2025Q2: 7,687 shares; 2025Q3: 8,569 shares; 2025Q4: 9,039 shares 9,039 $403K <0.01% +470 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,037 shares; 2025Q1: 1,479 shares; 2025Q2: 1,444 shares; 2025Q3: 1,437 shares; 2025Q4: 1,727 shares 1,727 $395K <0.01% +290 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 6,683 shares; 2025Q1: 8,499 shares; 2025Q2: 6,790 shares; 2025Q3: 6,867 shares; 2025Q4: 7,499 shares 7,499 $393K <0.01% +632 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,554 shares 11,554 $392K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,339 shares; 2025Q4: 7,039 shares 7,039 $381K <0.01% +700 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,698 shares; 2025Q3: 9,544 shares; 2025Q4: 9,633 shares 9,633 $380K <0.01% +89 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,948 shares; 2025Q3: 13,335 shares; 2025Q4: 13,229 shares 13,229 $378K <0.01% -106 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,475 shares; 2025Q3: 8,496 shares; 2025Q4: 10,176 shares 10,176 $377K <0.01% +1,680 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,884 shares; 2024Q4: 6,755 shares; 2025Q1: 7,312 shares; 2025Q2: 6,904 shares; 2025Q3: 6,329 shares; 2025Q4: 6,537 shares 6,537 $376K <0.01% +208 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,216 shares; 2025Q2: 8,957 shares; 2025Q3: 6,649 shares; 2025Q4: 8,072 shares 8,072 $370K <0.01% +1,423 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,332 shares; 2024Q4: 17,933 shares; 2025Q1: 22,333 shares; 2025Q2: 22,667 shares; 2025Q3: 23,410 shares; 2025Q4: 17,790 shares 17,790 $361K <0.01% -5,620 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,179 shares; 2025Q3: 5,277 shares; 2025Q4: 5,027 shares 5,027 $358K <0.01% -250 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,565 shares; 2025Q4: 1,622 shares 1,622 $358K <0.01% +57 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,269 shares; 2025Q1: 503 shares; 2025Q2: 512 shares; 2025Q3: 584 shares; 2025Q4: 729 shares 729 $353K <0.01% +145 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,007 shares; 2024Q4: 5,052 shares; 2025Q1: 4,970 shares; 2025Q2: 3,521 shares; 2025Q3: 5,496 shares; 2025Q4: 5,384 shares 5,384 $353K <0.01% -112 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,196 shares; 2024Q4: 13,730 shares; 2025Q1: 17,064 shares; 2025Q2: 5,733 shares; 2025Q3: 9,023 shares; 2025Q4: 6,967 shares 6,967 $352K <0.01% -2,056 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,133 shares; 2025Q1: 2,134 shares; 2025Q2: 2,225 shares; 2025Q3: 2,253 shares; 2025Q4: 3,074 shares 3,074 $350K <0.01% +821 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,446 shares; 2025Q4: 6,638 shares 6,638 $350K <0.01% +3,192 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,898 shares; 2025Q1: 1,956 shares; 2025Q2: 1,956 shares; 2025Q3: 1,966 shares; 2025Q4: 1,914 shares 1,914 $345K <0.01% -52 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,204 shares 14,204 $343K <0.01% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,926 shares; 2025Q1: 5,250 shares; 2025Q2: 3,169 shares; 2025Q3: 3,006 shares; 2025Q4: 2,989 shares 2,989 $340K <0.01% -17 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,960 shares; 2025Q4: 2,338 shares 2,338 $340K <0.01% +378 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,155 shares; 2024Q4: 10,309 shares; 2025Q1: 10,253 shares; 2025Q2: 10,253 shares; 2025Q3: 13,884 shares; 2025Q4: 13,447 shares 13,447 $339K <0.01% -437 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 650 shares; 2025Q1: 654 shares; 2025Q2: 650 shares; 2025Q3: 673 shares; 2025Q4: 655 shares 655 $334K <0.01% -18 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 830 shares; 2025Q1: 898 shares; 2025Q2: 852 shares; 2025Q3: 943 shares; 2025Q4: 945 shares 945 $331K <0.01% +2 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,587 shares; 2025Q3: 8,323 shares; 2025Q4: 9,921 shares 9,921 $330K <0.01% +1,598 Timeline NZAC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,649 shares 7,649 $328K <0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 3,653 shares; 2025Q1: 2,610 shares; 2025Q2: 2,694 shares; 2025Q3: 2,848 shares; 2025Q4: 3,133 shares 3,133 $326K <0.01% +285 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,442 shares 1,442 $324K <0.01% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 6,016 shares; 2025Q1: 5,720 shares; 2025Q2: 1,371 shares; 2025Q3: 1,095 shares; 2025Q4: 945 shares 945 $324K <0.01% -150 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 236 shares; 2025Q1: 240 shares; 2025Q2: 3,585 shares; 2025Q3: 3,548 shares; 2025Q4: 3,550 shares 3,550 $324K <0.01% +2 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,898 shares 3,898 $322K <0.01% new Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,016 shares; 2025Q4: 7,069 shares 7,069 $320K <0.01% +2,053 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,520 shares; 2025Q1: 2,488 shares; 2025Q2: 1,741 shares; 2025Q3: 1,687 shares; 2025Q4: 1,597 shares 1,597 $319K <0.01% -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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,370 shares; 2025Q2: 2,755 shares; 2025Q3: 2,708 shares; 2025Q4: 3,111 shares 3,111 $319K <0.01% +403 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,537 shares; 2025Q4: 1,858 shares 1,858 $318K <0.01% +321 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,360 shares; 2025Q3: 4,515 shares; 2025Q4: 4,840 shares 4,840 $314K <0.01% +325 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,828 shares; 2025Q3: 5,236 shares; 2025Q4: 6,395 shares 6,395 $311K <0.01% +1,159 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,205 shares; 2025Q1: 2,169 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,989 shares 1,989 $309K <0.01% new Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,344 shares; 2025Q4: 11,607 shares 11,607 $308K <0.01% +263 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,361 shares; 2024Q4: 6,765 shares; 2025Q1: 6,535 shares; 2025Q2: 6,630 shares; 2025Q3: 6,313 shares; 2025Q4: 6,212 shares 6,212 $307K <0.01% -101 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,159 shares; 2025Q3: 7,082 shares; 2025Q4: 8,545 shares 8,545 $307K <0.01% +1,463 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,022 shares; 2024Q4: 22,336 shares; 2025Q1: 15,904 shares; 2025Q2: 11,070 shares; 2025Q3: 11,869 shares; 2025Q4: 12,843 shares 12,843 $304K <0.01% +974 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,746 shares 4,746 $304K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,752 shares; 2025Q1: 2,640 shares; 2025Q2: 2,730 shares; 2025Q3: 2,818 shares; 2025Q4: 2,147 shares 2,147 $303K <0.01% -671 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,521 shares; 2025Q1: 2,486 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,495 shares 2,495 $303K <0.01% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 2,019 shares; 2025Q1: 2,486 shares; 2025Q2: 2,483 shares; 2025Q3: 2,203 shares; 2025Q4: 2,398 shares 2,398 $300K <0.01% +195 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,180 shares; 2024Q4: 6,675 shares; 2025Q1: 5,817 shares; 2025Q2: 5,565 shares; 2025Q3: 5,994 shares; 2025Q4: 6,312 shares 6,312 $299K <0.01% +318 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,802 shares; 2025Q1: 7,906 shares; 2025Q2: 8,191 shares; 2025Q3: 8,309 shares; 2025Q4: 9,316 shares 9,316 $299K <0.01% +1,007 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,079 shares; 2024Q4: 12,839 shares; 2025Q1: 11,950 shares; 2025Q2: 11,130 shares; 2025Q3: 7,326 shares; 2025Q4: 7,302 shares 7,302 $297K <0.01% -24 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,896 shares; 2025Q4: 3,133 shares 3,133 $295K <0.01% +237 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,003 shares; 2024Q4: 10,077 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,763 shares; 2025Q4: 9,520 shares 9,520 $295K <0.01% -243 Timeline