QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,577 shares; 2024Q4: 379,501 shares; 2025Q1: 378,612 shares; 2025Q2: 380,017 shares; 2025Q3: 378,714 shares 378,714 $227M 17.53% -1,303 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605,132 shares; 2024Q4: 8,165,768 shares; 2025Q1: 8,238,465 shares; 2025Q2: 8,275,927 shares; 2025Q3: 8,318,386 shares 8,318,386 $214M 16.48% +42,459 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816,278 shares; 2024Q4: 2,932,743 shares; 2025Q1: 2,993,100 shares; 2025Q2: 3,046,323 shares; 2025Q3: 3,095,874 shares 3,095,874 $84.5M 6.51% +49,551 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831,947 shares; 2024Q4: 2,043,828 shares; 2025Q1: 2,081,416 shares; 2025Q2: 2,101,350 shares; 2025Q3: 2,123,599 shares 2,123,599 $80.2M 6.18% +22,249 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946,030 shares; 2024Q4: 881,975 shares; 2025Q1: 864,796 shares; 2025Q2: 866,443 shares; 2025Q3: 865,536 shares 865,536 $77M 5.93% -907 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,259 shares; 2024Q4: 289,725 shares; 2025Q1: 290,399 shares; 2025Q2: 296,206 shares; 2025Q3: 295,765 shares 295,765 $75.3M 5.8% -441 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,428 shares; 2024Q4: 527,949 shares; 2025Q1: 545,128 shares; 2025Q2: 667,768 shares; 2025Q3: 697,156 shares 697,156 $69.9M 5.39% +29,388 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 731,461 shares; 2025Q3: 768,113 shares 768,113 $36.5M 2.82% +36,652 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,151 shares; 2024Q4: 111,719 shares; 2025Q1: 112,164 shares; 2025Q2: 112,549 shares; 2025Q3: 113,576 shares 113,576 $33.4M 2.57% +1,027 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,873 shares; 2024Q4: 1,202,011 shares; 2025Q1: 1,283,506 shares; 2025Q2: 1,215,695 shares; 2025Q3: 1,279,128 shares 1,279,128 $32.1M 2.48% +63,433 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,449 shares; 2024Q4: 1,080,234 shares; 2025Q1: 1,132,577 shares; 2025Q2: 1,268,234 shares; 2025Q3: 1,308,128 shares 1,308,128 $30.2M 2.33% +39,894 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 785,338 shares; 2025Q3: 773,675 shares 773,675 $28.5M 2.2% -11,663 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,776 shares; 2024Q4: 378,191 shares; 2025Q1: 390,772 shares; 2025Q2: 394,009 shares; 2025Q3: 399,397 shares 399,397 $27.3M 2.11% +5,388 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,280 shares; 2024Q4: 441,970 shares; 2025Q1: 452,811 shares; 2025Q2: 463,019 shares; 2025Q3: 474,016 shares 474,016 $27.1M 2.09% +10,997 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,523 shares; 2024Q4: 116,400 shares; 2025Q1: 116,897 shares; 2025Q2: 116,996 shares; 2025Q3: 116,660 shares 116,660 $25.6M 1.97% -336 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119,616 shares; 2024Q4: 552,294 shares; 2025Q1: 514,736 shares; 2025Q2: 511,048 shares; 2025Q3: 506,976 shares 506,976 $22.6M 1.74% -4,072 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,617 shares; 2024Q4: 137,135 shares; 2025Q1: 140,556 shares; 2025Q2: 144,531 shares; 2025Q3: 146,957 shares 146,957 $20.5M 1.58% +2,426 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 459,160 shares; 2025Q3: 449,730 shares 449,730 $17.2M 1.33% -9,430 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,298 shares; 2024Q4: 25,289 shares; 2025Q1: 24,165 shares; 2025Q2: 24,088 shares; 2025Q3: 24,014 shares 24,014 $16M 1.23% -74 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,520 shares; 2024Q4: 17,147 shares; 2025Q1: 15,831 shares; 2025Q2: 15,589 shares; 2025Q3: 15,362 shares 15,362 $11.5M 0.88% -227 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,114 shares; 2024Q4: 31,331 shares; 2025Q1: 30,414 shares; 2025Q2: 30,767 shares; 2025Q3: 30,268 shares 30,268 $9.94M 0.77% -499 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,115 shares; 2024Q4: 331,734 shares; 2025Q1: 295,594 shares; 2025Q2: 293,419 shares; 2025Q3: 289,809 shares 289,809 $8.09M 0.62% -3,610 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,163 shares; 2024Q4: 104,855 shares; 2025Q1: 104,644 shares; 2025Q2: 101,812 shares; 2025Q3: 100,603 shares 100,603 $7.48M 0.58% -1,209 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,842 shares; 2024Q4: 12,373 shares; 2025Q1: 13,271 shares; 2025Q2: 13,709 shares; 2025Q3: 13,872 shares 13,872 $7.18M 0.55% +163 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,873 shares; 2024Q4: 24,651 shares; 2025Q1: 24,092 shares; 2025Q2: 23,956 shares; 2025Q3: 23,964 shares 23,964 $6.75M 0.52% +8 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: 1,446 shares; 2025Q1: 8,790 shares; 2025Q2: 8,725 shares; 2025Q3: 8,772 shares 8,772 $5.37M 0.41% +47 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,430 shares; 2024Q4: 18,047 shares; 2025Q1: 25,783 shares; 2025Q2: 29,092 shares; 2025Q3: 28,717 shares 28,717 $5.36M 0.41% -375 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,837 shares; 2024Q4: 135,597 shares; 2025Q1: 121,227 shares; 2025Q2: 119,425 shares; 2025Q3: 116,500 shares 116,500 $4.67M 0.36% -2,925 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 8,751 shares; 2025Q1: 8,770 shares; 2025Q2: 8,754 shares; 2025Q3: 8,734 shares 8,734 $4.39M 0.34% -20 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,997 shares; 2024Q4: 17,305 shares; 2025Q1: 16,997 shares; 2025Q2: 16,850 shares; 2025Q3: 16,227 shares 16,227 $3.08M 0.24% -623 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,696 shares; 2024Q4: 13,359 shares; 2025Q1: 12,630 shares; 2025Q2: 12,630 shares; 2025Q3: 12,621 shares 12,621 $3.05M 0.24% -9 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 8,422 shares; 2025Q1: 8,522 shares; 2025Q2: 8,696 shares; 2025Q3: 8,703 shares 8,703 $2.75M 0.21% +7 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,935 shares; 2024Q4: 10,750 shares; 2025Q1: 10,617 shares; 2025Q2: 10,882 shares; 2025Q3: 11,009 shares 11,009 $2.68M 0.21% +127 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,033 shares; 2024Q4: 17,367 shares; 2025Q1: 17,615 shares; 2025Q2: 17,550 shares; 2025Q3: 17,541 shares 17,541 $2.47M 0.19% -9 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,210 shares; 2024Q4: 9,209 shares; 2025Q1: 8,859 shares; 2025Q2: 9,397 shares; 2025Q3: 9,456 shares 9,456 $2.3M 0.18% +59 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,713 shares; 2024Q4: 76,718 shares; 2025Q1: 77,816 shares; 2025Q2: 77,799 shares; 2025Q3: 77,734 shares 77,734 $2.05M 0.16% -65 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,078 shares; 2024Q4: 7,486 shares; 2025Q1: 7,477 shares; 2025Q2: 7,452 shares; 2025Q3: 7,503 shares 7,503 $1.77M 0.14% +51 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000 $1.68M 0.13% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 3,057 shares; 2025Q1: 2,920 shares; 2025Q2: 3,213 shares; 2025Q3: 3,715 shares 3,715 $1.65M 0.13% +502 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,882 shares; 2024Q4: 41,542 shares; 2025Q1: 41,199 shares; 2025Q2: 39,888 shares; 2025Q3: 38,592 shares 38,592 $1.57M 0.12% -1,296 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,026 shares; 2024Q4: 28,136 shares; 2025Q1: 27,956 shares; 2025Q2: 28,117 shares; 2025Q3: 28,267 shares 28,267 $1.46M 0.11% +150 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,284 shares; 2024Q4: 28,284 shares; 2025Q1: 28,284 shares; 2025Q2: 28,284 shares; 2025Q3: 28,584 shares 28,584 $1.43M 0.11% +300 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,770 shares; 2024Q4: 7,165 shares; 2025Q1: 7,569 shares; 2025Q2: 7,195 shares; 2025Q3: 7,249 shares 7,249 $1.34M 0.1% +54 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 4,003 shares; 2025Q1: 3,933 shares; 2025Q2: 5,375 shares; 2025Q3: 5,383 shares 5,383 $1.25M 0.1% +8 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 2,657 shares; 2025Q1: 2,615 shares; 2025Q2: 2,615 shares; 2025Q3: 2,559 shares 2,559 $1.23M 0.09% -56 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 6,182 shares; 2025Q1: 7,396 shares; 2025Q2: 7,588 shares; 2025Q3: 7,554 shares 7,554 $1.23M 0.09% -34 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,134 shares; 2024Q4: 36,574 shares; 2025Q1: 28,276 shares; 2025Q2: 25,351 shares; 2025Q3: 24,405 shares 24,405 $1.22M 0.09% -946 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,805 shares; 2024Q4: 38,415 shares; 2025Q1: 38,415 shares; 2025Q2: 38,610 shares; 2025Q3: 38,980 shares 38,980 $1.16M 0.09% +370 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,978 shares; 2025Q1: 1,984 shares; 2025Q2: 2,761 shares; 2025Q3: 2,804 shares 2,804 $1.14M 0.09% +43 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,358 shares; 2025Q1: 2,345 shares; 2025Q2: 3,653 shares; 2025Q3: 3,624 shares 3,624 $1.1M 0.08% -29 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,313 shares; 2024Q4: 6,876 shares; 2025Q1: 6,973 shares; 2025Q2: 7,126 shares; 2025Q3: 6,407 shares 6,407 $1.07M 0.08% -719 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,727 shares; 2024Q4: 1,390 shares; 2025Q1: 1,398 shares; 2025Q2: 1,397 shares; 2025Q3: 1,507 shares 1,507 $1.01M 0.08% +110 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,202 shares; 2025Q1: 1,189 shares; 2025Q2: 1,289 shares; 2025Q3: 1,327 shares 1,327 $975K 0.08% +38 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,430 shares; 2024Q4: 10,434 shares; 2025Q1: 10,436 shares; 2025Q2: 10,436 shares; 2025Q3: 10,435 shares 10,435 $954K 0.07% -1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,661 shares; 2025Q1: 1,760 shares; 2025Q2: 2,361 shares; 2025Q3: 2,895 shares 2,895 $871K 0.07% +534 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 3,228 shares; 2025Q1: 3,123 shares; 2025Q2: 3,127 shares; 2025Q3: 3,045 shares 3,045 $859K 0.07% -82 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 6,096 shares; 2025Q1: 6,108 shares; 2025Q2: 6,122 shares; 2025Q3: 6,134 shares 6,134 $834K 0.06% +12 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,107 shares; 2025Q1: 1,091 shares; 2025Q2: 1,092 shares; 2025Q3: 1,089 shares 1,089 $831K 0.06% -3 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,011 shares; 2024Q4: 4,199 shares; 2025Q1: 4,046 shares; 2025Q2: 4,046 shares; 2025Q3: 4,041 shares 4,041 $755K 0.06% -5 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 3,561 shares; 2025Q1: 3,561 shares; 2025Q2: 3,561 shares; 2025Q3: 3,561 shares 3,561 $745K 0.06% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,402 shares; 2024Q4: 41,402 shares; 2025Q1: 41,402 shares; 2025Q2: 41,402 shares; 2025Q3: 41,402 shares 41,402 $710K 0.05% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,605 shares; 2024Q4: 1,891 shares; 2025Q1: 1,930 shares; 2025Q2: 2,052 shares; 2025Q3: 2,079 shares 2,079 $710K 0.05% +27 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,078 shares; 2025Q1: 2,008 shares; 2025Q2: 2,200 shares; 2025Q3: 2,123 shares 2,123 $700K 0.05% -77 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,157 shares; 2024Q4: 7,157 shares; 2025Q1: 7,157 shares; 2025Q2: 7,157 shares; 2025Q3: 7,193 shares 7,193 $684K 0.05% +36 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,514 shares; 2024Q4: 6,399 shares; 2025Q1: 5,779 shares; 2025Q2: 5,779 shares; 2025Q3: 5,712 shares 5,712 $679K 0.05% -67 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 7,605 shares; 2025Q2: 7,605 shares; 2025Q3: 7,605 shares 7,605 $660K 0.05% 0 Timeline XAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,694 shares; 2025Q3: 17,563 shares 17,563 $645K 0.05% +869 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 5,070 shares; 2025Q1: 5,070 shares; 2025Q2: 5,070 shares; 2025Q3: 5,070 shares 5,070 $639K 0.05% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,901 shares; 2024Q4: 6,742 shares; 2025Q1: 7,458 shares; 2025Q2: 7,433 shares; 2025Q3: 7,534 shares 7,534 $631K 0.05% +101 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,404 shares; 2024Q4: 6,660 shares; 2025Q1: 7,112 shares; 2025Q2: 7,529 shares; 2025Q3: 9,226 shares 9,226 $631K 0.05% +1,697 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 4,085 shares; 2025Q1: 3,813 shares; 2025Q2: 3,673 shares; 2025Q3: 3,782 shares 3,782 $612K 0.05% +109 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,265 shares; 2024Q4: 13,161 shares; 2025Q1: 12,194 shares; 2025Q2: 13,724 shares; 2025Q3: 13,589 shares 13,589 $597K 0.05% -135 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 3,837 shares; 2025Q3: 3,829 shares 3,829 $595K 0.05% -8 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,228 shares; 2024Q4: 8,228 shares; 2025Q1: 8,263 shares; 2025Q2: 8,228 shares; 2025Q3: 8,228 shares 8,228 $587K 0.05% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,106 shares; 2025Q1: 1,122 shares; 2025Q2: 1,117 shares; 2025Q3: 1,151 shares 1,151 $575K 0.04% +34 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,815 shares; 2024Q4: 7,815 shares; 2025Q1: 7,815 shares; 2025Q2: 7,815 shares; 2025Q3: 7,815 shares 7,815 $539K 0.04% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,010 shares; 2024Q4: 5,106 shares; 2025Q1: 5,216 shares; 2025Q2: 5,151 shares; 2025Q3: 5,145 shares 5,145 $530K 0.04% -6 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,568 shares 10,568 $528K 0.04% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 5,060 shares; 2025Q1: 5,060 shares; 2025Q2: 5,060 shares; 2025Q3: 5,060 shares 5,060 $528K 0.04% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,781 shares; 2025Q1: 3,600 shares; 2025Q2: 3,564 shares; 2025Q3: 3,388 shares 3,388 $521K 0.04% -176 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 3,906 shares; 2025Q1: 3,528 shares; 2025Q2: 3,453 shares; 2025Q3: 4,523 shares 4,523 $510K 0.04% +1,070 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,745 shares; 2025Q1: 1,765 shares; 2025Q2: 1,694 shares; 2025Q3: 1,766 shares 1,766 $498K 0.04% +72 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 6,259 shares; 2025Q1: 6,037 shares; 2025Q2: 6,119 shares; 2025Q3: 6,407 shares 6,407 $484K 0.04% +288 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 2,570 shares; 2025Q1: 2,477 shares; 2025Q2: 2,315 shares; 2025Q3: 2,339 shares 2,339 $476K 0.04% +24 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 3,738 shares; 2025Q1: 3,866 shares; 2025Q2: 3,914 shares; 2025Q3: 3,718 shares 3,718 $471K 0.04% -196 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,774 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,733 shares; 2025Q3: 12,198 shares 12,198 $471K 0.04% +1,465 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,480 shares; 2024Q4: 6,430 shares; 2025Q1: 6,762 shares; 2025Q2: 6,951 shares; 2025Q3: 6,966 shares 6,966 $462K 0.04% +15 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 826 shares; 2025Q1: 797 shares; 2025Q2: 936 shares; 2025Q3: 936 shares 936 $447K 0.03% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,533 shares; 2025Q1: 2,578 shares; 2025Q2: 2,557 shares; 2025Q3: 2,666 shares 2,666 $446K 0.03% +109 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 534 shares; 2025Q3: 697 shares 697 $429K 0.03% +163 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,855 shares; 2024Q4: 7,682 shares; 2025Q1: 7,773 shares; 2025Q2: 7,843 shares; 2025Q3: 7,843 shares 7,843 $423K 0.03% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 4,303 shares; 2025Q1: 4,219 shares; 2025Q2: 4,219 shares; 2025Q3: 4,299 shares 4,299 $415K 0.03% +80 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 434 shares; 2025Q1: 436 shares; 2025Q2: 441 shares; 2025Q3: 448 shares 448 $414K 0.03% +7 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,207 shares; 2025Q1: 1,213 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares 1,225 $407K 0.03% 0 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,733 shares; 2024Q4: 169,935 shares; 2025Q1: 178,188 shares; 2025Q2: 7,171 shares; 2025Q3: 9,951 shares 9,951 $405K 0.03% +2,780 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,708 shares; 2025Q1: 1,617 shares; 2025Q2: 1,640 shares; 2025Q3: 1,577 shares 1,577 $401K 0.03% -63 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,951 shares; 2025Q1: 1,958 shares; 2025Q2: 1,922 shares; 2025Q3: 1,901 shares 1,901 $400K 0.03% -21 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,603 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,388 shares 10,388 $399K 0.03% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,422 shares; 2025Q1: 1,626 shares; 2025Q2: 1,364 shares; 2025Q3: 1,384 shares 1,384 $389K 0.03% +20 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 3,637 shares; 2025Q1: 3,787 shares; 2025Q2: 3,707 shares; 2025Q3: 3,717 shares 3,717 $384K 0.03% +10 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,255 shares; 2025Q1: 2,255 shares; 2025Q2: 2,255 shares; 2025Q3: 2,255 shares 2,255 $375K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,226 shares; 2025Q1: 2,167 shares; 2025Q2: 2,268 shares; 2025Q3: 2,268 shares 2,268 $361K 0.03% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,036 shares; 2025Q1: 2,721 shares; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares 2,721 $357K 0.03% 0 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,793 shares 8,793 $357K 0.03% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,457 shares; 2024Q4: 3,578 shares; 2025Q1: 3,487 shares; 2025Q2: 7,038 shares; 2025Q3: 7,159 shares 7,159 $351K 0.03% +121 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,227 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares 1,136 $350K 0.03% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 354 shares; 2025Q1: 422 shares; 2025Q2: 362 shares; 2025Q3: 363 shares 363 $347K 0.03% +1 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 1,342 shares; 2025Q1: 1,144 shares; 2025Q2: 962 shares; 2025Q3: 1,003 shares 1,003 $346K 0.03% +41 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,470 shares; 2024Q4: 10,070 shares; 2025Q1: 9,370 shares; 2025Q2: 13,020 shares; 2025Q3: 12,218 shares 12,218 $345K 0.03% -802 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,527 shares; 2025Q2: 2,638 shares; 2025Q3: 2,539 shares 2,539 $340K 0.03% -99 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,564 shares; 2025Q1: 1,522 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares 1,518 $328K 0.03% 0 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares 2,840 $325K 0.03% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,066 shares; 2024Q4: 15,029 shares; 2025Q1: 13,942 shares; 2025Q2: 14,943 shares; 2025Q3: 17,345 shares 17,345 $324K 0.02% +2,402 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 2,898 shares; 2025Q1: 2,328 shares; 2025Q2: 2,022 shares; 2025Q3: 2,300 shares 2,300 $323K 0.02% +278 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 1,489 shares 1,489 $321K 0.02% +24 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 900 shares; 2025Q1: 575 shares; 2025Q2: 536 shares; 2025Q3: 536 shares 536 $320K 0.02% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares 786 $311K 0.02% 0 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,912 shares; 2024Q4: 3,605 shares; 2025Q1: 3,605 shares; 2025Q2: 3,605 shares; 2025Q3: 3,605 shares 3,605 $307K 0.02% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,468 shares; 2024Q4: 5,468 shares; 2025Q1: 5,468 shares; 2025Q2: 5,468 shares; 2025Q3: 5,468 shares 5,468 $296K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,554 shares 1,554 $283K 0.02% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 591 shares; 2025Q1: 615 shares; 2025Q2: 585 shares; 2025Q3: 579 shares 579 $282K 0.02% -6 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,820 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,875 shares 1,875 $273K 0.02% new Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,094 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,427 shares 6,427 $271K 0.02% new Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 8,378 shares; 2025Q1: 8,378 shares; 2025Q2: 8,378 shares; 2025Q3: 8,378 shares 8,378 $269K 0.02% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,081 shares; 2025Q1: 3,081 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares 2,931 $261K 0.02% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,745 shares; 2025Q1: 3,745 shares; 2025Q2: 3,745 shares; 2025Q3: 3,745 shares 3,745 $259K 0.02% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 3,588 shares; 2025Q1: 3,588 shares; 2025Q2: 3,588 shares; 2025Q3: 3,588 shares 3,588 $258K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: 1,290 shares; 2025Q1: 1,248 shares; 2025Q2: 1,258 shares; 2025Q3: 1,282 shares 1,282 $254K 0.02% +24 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 7,866 shares; 2025Q1: not reported; 2025Q2: 7,972 shares; 2025Q3: 7,972 shares 7,972 $254K 0.02% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 624 shares; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 624 shares 624 $251K 0.02% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $249K 0.02% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 892 shares 892 $249K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,146 shares 3,146 $241K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 2,827 shares; 2025Q1: 2,585 shares; 2025Q2: 2,064 shares; 2025Q3: 2,067 shares 2,067 $233K 0.02% +3 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,604 shares; 2025Q1: not reported; 2025Q2: 3,612 shares; 2025Q3: 3,612 shares 3,612 $232K 0.02% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 374 shares; 2025Q1: not reported; 2025Q2: 329 shares; 2025Q3: 322 shares 322 $231K 0.02% -7 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 507 shares; 2025Q1: 518 shares; 2025Q2: 479 shares; 2025Q3: 500 shares 500 $229K 0.02% +21 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,808 shares; 2025Q1: 2,808 shares; 2025Q2: 2,808 shares; 2025Q3: 2,808 shares 2,808 $226K 0.02% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,497 shares; 2025Q1: 4,497 shares; 2025Q2: 4,497 shares; 2025Q3: 4,497 shares 4,497 $222K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,867 shares 1,867 $221K 0.02% new Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,721 shares; 2025Q1: 4,721 shares; 2025Q2: 4,721 shares; 2025Q3: 4,721 shares 4,721 $220K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,271 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,279 shares 1,279 $219K 0.02% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 380 shares; 2025Q3: 380 shares 380 $216K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 622 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 623 shares 623 $216K 0.02% -6 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 671 shares; 2025Q2: 741 shares; 2025Q3: 726 shares 726 $214K 0.02% -15 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,348 shares; 2024Q4: 710,865 shares; 2025Q1: 725,828 shares; 2025Q2: not reported; 2025Q3: 5,323 shares 5,323 $213K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 857 shares 857 $212K 0.02% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,890 shares 2,890 $209K 0.02% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,660 shares 4,660 $207K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,950 shares 1,950 $201K 0.02% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,276 shares; 2024Q4: 10,276 shares; 2025Q1: 10,276 shares; 2025Q2: 10,276 shares; 2025Q3: 10,276 shares 10,276 $90K 0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,808 shares; 2024Q4: 19,808 shares; 2025Q1: 19,808 shares; 2025Q2: 10,293 shares; 2025Q3: 10,293 shares 10,293 $24K <0.01% 0 Timeline