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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 42,781 shares; 2024Q2: 56,053 shares; 2024Q3: 143,067 shares; 2024Q4: 141,574 shares; 2025Q1: 133,819 shares; 2025Q2: 139,614 shares 139,614 $79.3M 15.27% +5,795 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 58,989 shares; 2024Q2: 68,327 shares; 2024Q3: 132,720 shares; 2024Q4: 132,908 shares; 2025Q1: 134,850 shares; 2025Q2: 137,666 shares 137,666 $32.6M 6.28% +2,816 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 10,900 shares; 2024Q2: 12,639 shares; 2024Q3: 20,244 shares; 2024Q4: 15,966 shares; 2025Q1: 15,388 shares; 2025Q2: 335,570 shares 335,570 $30M 5.78% +320,182 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 89,465 shares; 2024Q2: 90,051 shares; 2024Q3: 88,344 shares; 2024Q4: 87,412 shares; 2025Q1: 86,613 shares; 2025Q2: 86,771 shares 86,771 $26.4M 5.08% +158 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 19,132 shares; 2024Q2: 37,264 shares; 2024Q3: 178,455 shares; 2024Q4: 725,182 shares; 2025Q1: 759,181 shares; 2025Q2: 793,461 shares 793,461 $23.2M 4.46% +34,280 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,460 shares; 2025Q2: 679,622 shares 679,622 $20.7M 3.99% +623,162 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 11,888 shares; 2024Q2: 34,368 shares; 2024Q3: 407,977 shares; 2024Q4: 238,807 shares; 2025Q1: 245,547 shares; 2025Q2: 242,393 shares 242,393 $17.8M 3.44% -3,154 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 76,303 shares; 2024Q2: 75,687 shares; 2024Q3: 75,679 shares; 2024Q4: 74,951 shares; 2025Q1: 75,904 shares; 2025Q2: 75,749 shares 75,749 $14.8M 2.85% -155 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 169,474 shares; 2024Q2: 183,391 shares; 2024Q3: 180,093 shares; 2024Q4: 204,775 shares; 2025Q1: 214,094 shares; 2025Q2: 219,291 shares 219,291 $14M 2.7% +5,197 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,690 shares; 2024Q2: 27,475 shares; 2024Q3: 161,176 shares; 2024Q4: 472,009 shares; 2025Q1: 487,551 shares; 2025Q2: 503,409 shares 503,409 $13.3M 2.57% +15,858 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 158,381 shares; 2024Q4: 499,376 shares; 2025Q1: 494,381 shares; 2025Q2: 520,886 shares 520,886 $12.7M 2.45% +26,505 Timeline BUFD 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 295,743 shares; 2024Q2: 328,641 shares; 2024Q3: 359,108 shares; 2024Q4: 382,935 shares; 2025Q1: 404,039 shares; 2025Q2: 425,004 shares 425,004 $11.3M 2.17% +20,965 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 12,808 shares; 2024Q3: 309,157 shares; 2024Q4: 350,017 shares; 2025Q1: 370,337 shares; 2025Q2: 375,580 shares 375,580 $11M 2.12% +5,243 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 38,495 shares; 2024Q2: 54,467 shares; 2024Q3: 53,337 shares; 2024Q4: 50,085 shares; 2025Q1: 49,623 shares; 2025Q2: 51,025 shares 51,025 $10.5M 2.02% +1,402 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 44,262 shares; 2024Q2: 49,451 shares; 2024Q3: 51,449 shares; 2024Q4: 51,763 shares; 2025Q1: 56,189 shares; 2025Q2: 57,537 shares 57,537 $9.17M 1.77% +1,348 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 500 shares; 2024Q2: 4,035 shares; 2024Q3: 5,032 shares; 2024Q4: 8,304 shares; 2025Q1: 8,330 shares; 2025Q2: 10,769 shares 10,769 $8.39M 1.62% +2,439 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 8,694 shares; 2024Q2: 13,055 shares; 2024Q3: 13,964 shares; 2024Q4: 13,881 shares; 2025Q1: 14,159 shares; 2025Q2: 15,101 shares 15,101 $7.51M 1.45% +942 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 32,731 shares; 2024Q2: 32,446 shares; 2024Q3: 32,060 shares; 2024Q4: 31,975 shares; 2025Q1: 30,903 shares; 2025Q2: 30,616 shares 30,616 $6.52M 1.25% -287 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 12,000 shares; 2024Q2: 337,541 shares; 2024Q3: 78,747 shares; 2024Q4: 92,631 shares; 2025Q1: 98,258 shares; 2025Q2: 103,713 shares 103,713 $6.43M 1.24% +5,455 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 698 shares; 2024Q3: 8,818 shares; 2024Q4: 9,003 shares; 2025Q1: 9,210 shares; 2025Q2: 9,215 shares 9,215 $5.69M 1.1% +5 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 46,609 shares; 2024Q4: 47,978 shares; 2025Q1: 49,788 shares; 2025Q2: 56,104 shares 56,104 $5.57M 1.07% +6,316 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 21,691 shares; 2024Q2: 21,475 shares; 2024Q3: 20,975 shares; 2024Q4: 20,799 shares; 2025Q1: 19,594 shares; 2025Q2: 19,234 shares 19,234 $5.18M 1% -360 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25,415 shares; 2024Q4: 25,487 shares; 2025Q1: 25,487 shares; 2025Q2: 25,518 shares 25,518 $5.04M 0.97% +31 Timeline DNOV 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 109,636 shares; 2024Q2: 109,414 shares; 2024Q3: 108,764 shares; 2024Q4: 108,744 shares; 2025Q1: 108,562 shares; 2025Q2: 108,377 shares 108,377 $4.84M 0.93% -185 Timeline FXL 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 32,452 shares; 2024Q2: 32,252 shares; 2024Q3: 31,886 shares; 2024Q4: 31,668 shares; 2025Q1: 30,506 shares; 2025Q2: 29,703 shares 29,703 $4.67M 0.9% -803 Timeline FV 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 66,334 shares; 2024Q2: 65,817 shares; 2024Q3: 66,348 shares; 2024Q4: 66,383 shares; 2025Q1: 68,303 shares; 2025Q2: 67,462 shares 67,462 $4M 0.77% -841 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 41,024 shares; 2024Q2: 40,809 shares; 2024Q3: 38,068 shares; 2024Q4: 37,366 shares; 2025Q1: 37,394 shares; 2025Q2: 36,833 shares 36,833 $3.46M 0.67% -561 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,749 shares; 2024Q2: 8,217 shares; 2024Q3: 10,083 shares; 2024Q4: 9,909 shares; 2025Q1: 9,935 shares; 2025Q2: 10,258 shares 10,258 $2.97M 0.57% +323 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 59,633 shares; 2024Q2: 56,756 shares; 2024Q3: 55,156 shares; 2024Q4: 55,106 shares; 2025Q1: 54,587 shares; 2025Q2: 54,437 shares 54,437 $2.92M 0.56% -150 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 6,323 shares; 2024Q2: 12,026 shares; 2024Q3: 13,984 shares; 2024Q4: 15,104 shares; 2025Q1: 30,256 shares; 2025Q2: 49,050 shares 49,050 $2.7M 0.52% +18,794 Timeline SECT 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 19,037 shares; 2024Q2: 23,702 shares; 2024Q3: 27,852 shares; 2024Q4: 32,974 shares; 2025Q1: 38,755 shares; 2025Q2: 42,406 shares 42,406 $2.46M 0.47% +3,651 Timeline FXO 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 46,335 shares; 2024Q2: 46,047 shares; 2024Q3: 44,835 shares; 2024Q4: 44,477 shares; 2025Q1: 42,549 shares; 2025Q2: 41,674 shares 41,674 $2.34M 0.45% -875 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,435 shares; 2024Q2: 9,426 shares; 2024Q3: 10,363 shares; 2024Q4: 10,212 shares; 2025Q1: 9,544 shares; 2025Q2: 9,677 shares 9,677 $2.12M 0.41% +133 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,306 shares; 2024Q3: 2,233 shares; 2024Q4: 2,280 shares; 2025Q1: 4,297 shares; 2025Q2: 4,320 shares 4,320 $2.1M 0.4% +23 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 23,101 shares; 2024Q2: 22,926 shares; 2024Q3: 22,523 shares; 2024Q4: 22,525 shares; 2025Q1: 22,425 shares; 2025Q2: 20,536 shares 20,536 $2.07M 0.4% -1,889 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 8,092 shares; 2024Q2: 11,580 shares; 2024Q3: 9,968 shares; 2024Q4: 10,245 shares; 2025Q1: 10,699 shares; 2025Q2: 11,160 shares 11,160 $1.97M 0.38% +461 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 51,790 shares; 2024Q2: 48,790 shares; 2024Q3: 48,790 shares; 2024Q4: 48,410 shares; 2025Q1: 48,135 shares; 2025Q2: 47,235 shares 47,235 $1.94M 0.37% -900 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24,367 shares; 2024Q4: 24,921 shares; 2025Q1: 25,463 shares; 2025Q2: 23,753 shares 23,753 $1.89M 0.36% -1,710 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 2,445 shares; 2024Q3: 8,754 shares; 2024Q4: 8,759 shares; 2025Q1: 8,576 shares; 2025Q2: 8,582 shares 8,582 $1.88M 0.36% +6 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,141 shares; 2024Q2: 20,469 shares; 2024Q3: 1,993 shares; 2024Q4: 2,033 shares; 2025Q1: 2,091 shares; 2025Q2: 3,184 shares 3,184 $1.76M 0.34% +1,093 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 22,328 shares; 2024Q2: 20,374 shares; 2024Q3: 17,681 shares; 2024Q4: 16,489 shares; 2025Q1: 16,387 shares; 2025Q2: 15,799 shares 15,799 $1.74M 0.33% -588 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 57,111 shares; 2024Q3: 478,224 shares; 2024Q4: 517,026 shares; 2025Q1: 664,159 shares; 2025Q2: 35,310 shares 35,310 $1.54M 0.3% -628,849 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 7,216 shares; 2024Q3: 7,438 shares; 2024Q4: 9,308 shares; 2025Q1: 11,256 shares; 2025Q2: 9,754 shares 9,754 $1.54M 0.3% -1,502 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,865 shares; 2024Q4: 8,054 shares; 2025Q1: 8,054 shares; 2025Q2: 8,237 shares 8,237 $1.5M 0.29% +183 Timeline PSMR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 76,334 shares; 2024Q3: 444,490 shares; 2024Q4: 96,885 shares; 2025Q1: 97,559 shares; 2025Q2: 52,516 shares 52,516 $1.49M 0.29% -45,043 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 18,971 shares; 2024Q2: 29,347 shares; 2024Q3: 20,290 shares; 2024Q4: 20,341 shares; 2025Q1: 20,735 shares; 2025Q2: 20,751 shares 20,751 $1.49M 0.29% +16 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 30,223 shares; 2024Q3: 22,355 shares; 2024Q4: 21,814 shares; 2025Q1: 21,501 shares; 2025Q2: 20,471 shares 20,471 $1.49M 0.29% -1,030 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,541 shares; 2024Q2: 2,502 shares; 2024Q3: 2,558 shares; 2024Q4: 2,553 shares; 2025Q1: 2,553 shares; 2025Q2: 2,590 shares 2,590 $1.41M 0.27% +37 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,109 shares; 2024Q4: 11,164 shares; 2025Q1: 11,513 shares; 2025Q2: 16,843 shares 16,843 $1.35M 0.26% +5,330 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,718 shares; 2024Q2: 10,217 shares; 2024Q3: 5,919 shares; 2024Q4: 6,130 shares; 2025Q1: 6,130 shares; 2025Q2: 6,162 shares 6,162 $1.35M 0.26% +32 Timeline BBIN 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,749 shares; 2025Q2: 18,868 shares 18,868 $1.27M 0.25% -1,881 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,250 shares; 2024Q3: 6,015 shares; 2024Q4: 6,016 shares; 2025Q1: 6,067 shares; 2025Q2: 6,080 shares 6,080 $1.11M 0.21% +13 Timeline XMMO 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,552 shares; 2025Q2: 7,667 shares 7,667 $986K 0.19% -885 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 6,211 shares; 2024Q3: 18,443 shares; 2024Q4: 18,479 shares; 2025Q1: 18,479 shares; 2025Q2: 18,479 shares 18,479 $963K 0.19% 0 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 32,920 shares; 2024Q2: 32,920 shares; 2024Q3: 32,920 shares; 2024Q4: 32,920 shares; 2025Q1: 32,920 shares; 2025Q2: 32,900 shares 32,900 $944K 0.18% -20 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,287 shares; 2025Q1: 18,215 shares; 2025Q2: 17,875 shares 17,875 $936K 0.18% -340 Timeline GFEB 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 26,069 shares; 2024Q2: 24,169 shares; 2024Q3: 24,169 shares; 2024Q4: 23,879 shares; 2025Q1: 23,879 shares; 2025Q2: 23,879 shares 23,879 $931K 0.18% 0 Timeline DJAN 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 23,063 shares; 2024Q2: 23,063 shares; 2024Q3: 23,063 shares; 2024Q4: 23,063 shares; 2025Q1: 23,063 shares; 2025Q2: 23,063 shares 23,063 $930K 0.18% 0 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,427 shares; 2025Q2: 19,612 shares 19,612 $929K 0.18% +8,185 Timeline DAPR 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 27,868 shares; 2024Q2: 26,057 shares; 2024Q3: 26,057 shares; 2024Q4: 25,957 shares; 2025Q1: 25,957 shares; 2025Q2: 24,457 shares 24,457 $922K 0.18% -1,500 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 6,000 shares; 2024Q2: 6,000 shares; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares 6,000 $905K 0.17% 0 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,034 shares; 2024Q4: 14,962 shares; 2025Q1: 14,949 shares; 2025Q2: 15,176 shares 15,176 $890K 0.17% +227 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,710 shares; 2024Q2: 4,302 shares; 2024Q3: 2,359 shares; 2024Q4: 2,339 shares; 2025Q1: 2,447 shares; 2025Q2: 2,482 shares 2,482 $881K 0.17% +35 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,770 shares; 2024Q4: 12,900 shares; 2025Q1: 12,875 shares; 2025Q2: 12,967 shares 12,967 $874K 0.17% +92 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 9,940 shares; 2024Q2: 8,737 shares; 2024Q3: 8,275 shares; 2024Q4: 7,732 shares; 2025Q1: 8,714 shares; 2025Q2: 10,951 shares 10,951 $862K 0.17% +2,237 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,362 shares; 2024Q2: 2,555 shares; 2024Q3: 2,874 shares; 2024Q4: 2,870 shares; 2025Q1: 2,934 shares; 2025Q2: 3,031 shares 3,031 $848K 0.16% +97 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,120 shares; 2025Q1: 1,065 shares; 2025Q2: 3,335 shares 3,335 $845K 0.16% +2,270 Timeline DDEC 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 20,511 shares; 2024Q2: 20,035 shares; 2024Q3: 20,004 shares; 2024Q4: 20,004 shares; 2025Q1: 20,004 shares; 2025Q2: 20,004 shares 20,004 $835K 0.16% 0 Timeline PSMO PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 651,145 shares; 2025Q1: 603,357 shares; 2025Q2: 28,840 shares 28,840 $834K 0.16% -574,517 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,098 shares; 2024Q2: 8,454 shares; 2024Q3: 7,934 shares; 2024Q4: 7,559 shares; 2025Q1: 7,561 shares; 2025Q2: 7,640 shares 7,640 $824K 0.16% +79 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,232 shares; 2024Q4: 2,821 shares; 2025Q1: 2,824 shares; 2025Q2: 2,937 shares 2,937 $819K 0.16% +113 Timeline XLC 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,365 shares; 2025Q1: 6,650 shares; 2025Q2: 7,455 shares 7,455 $809K 0.16% +805 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 24,291 shares; 2024Q2: 24,291 shares; 2024Q3: 23,691 shares; 2024Q4: 23,191 shares; 2025Q1: 20,391 shares; 2025Q2: 20,341 shares 20,341 $792K 0.15% -50 Timeline QJUN 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 26,503 shares; 2024Q2: 26,503 shares; 2024Q3: 26,483 shares; 2024Q4: 26,483 shares; 2025Q1: 26,483 shares; 2025Q2: 26,481 shares 26,481 $783K 0.15% -2 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 2,448 shares; 2024Q3: 6,181 shares; 2024Q4: 6,322 shares; 2025Q1: 5,709 shares; 2025Q2: 5,875 shares 5,875 $776K 0.15% +166 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,290 shares; 2024Q2: 3,290 shares; 2024Q3: 2,510 shares; 2024Q4: 2,510 shares; 2025Q1: 2,435 shares; 2025Q2: 2,435 shares 2,435 $762K 0.15% 0 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,310 shares; 2025Q1: 30,755 shares; 2025Q2: 30,755 shares 30,755 $755K 0.15% 0 Timeline DMAY 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 19,715 shares; 2024Q2: 19,715 shares; 2024Q3: 19,715 shares; 2024Q4: 19,659 shares; 2025Q1: 19,659 shares; 2025Q2: 17,109 shares 17,109 $732K 0.14% -2,550 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,717 shares; 2024Q2: 2,145 shares; 2024Q3: 1,754 shares; 2024Q4: 1,754 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares 1,877 $726K 0.14% 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 9,942 shares; 2024Q3: 6,503 shares; 2024Q4: 6,805 shares; 2025Q1: 6,935 shares; 2025Q2: 7,424 shares 7,424 $726K 0.14% +489 Timeline DAUG 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 19,476 shares; 2024Q2: 18,453 shares; 2024Q3: 18,453 shares; 2024Q4: 18,453 shares; 2025Q1: 18,161 shares; 2025Q2: 17,241 shares 17,241 $718K 0.14% -920 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,374 shares; 2024Q2: 9,850 shares; 2024Q3: 10,197 shares; 2024Q4: 24,799 shares; 2025Q1: 27,419 shares; 2025Q2: 32,317 shares 32,317 $714K 0.14% +4,898 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,530 shares; 2024Q4: 4,568 shares; 2025Q1: 4,589 shares; 2025Q2: 4,638 shares 4,638 $706K 0.14% +49 Timeline GAPR 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 18,569 shares; 2024Q2: 18,500 shares; 2024Q3: 18,338 shares; 2024Q4: 18,327 shares; 2025Q1: 18,232 shares; 2025Q2: 18,225 shares 18,225 $698K 0.13% -7 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,148 shares; 2024Q4: 26,527 shares; 2025Q1: 24,234 shares; 2025Q2: 27,567 shares 27,567 $697K 0.13% +3,333 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,549 shares; 2024Q2: 7,303 shares; 2024Q3: 4,109 shares; 2024Q4: 4,113 shares; 2025Q1: 4,343 shares; 2025Q2: 4,414 shares 4,414 $674K 0.13% +71 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 5,438 shares; 2024Q3: 8,940 shares; 2024Q4: 8,054 shares; 2025Q1: 8,534 shares; 2025Q2: 9,290 shares 9,290 $645K 0.12% +756 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,177 shares 12,177 $637K 0.12% new 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,193 shares; 2024Q2: 3,165 shares; 2024Q3: 3,285 shares; 2024Q4: 3,291 shares; 2025Q1: 3,264 shares; 2025Q2: 3,258 shares 3,258 $635K 0.12% -6 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,535 shares 30,535 $634K 0.12% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 5,767 shares; 2024Q3: 13,951 shares; 2024Q4: 14,071 shares; 2025Q1: 14,554 shares; 2025Q2: 13,481 shares 13,481 $624K 0.12% -1,073 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,401 shares; 2024Q2: 4,589 shares; 2024Q3: 2,249 shares; 2024Q4: 2,222 shares; 2025Q1: 2,222 shares; 2025Q2: 2,385 shares 2,385 $614K 0.12% +163 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,829 shares; 2024Q2: 9,081 shares; 2024Q3: 3,048 shares; 2024Q4: 3,063 shares; 2025Q1: 3,067 shares; 2025Q2: 3,305 shares 3,305 $613K 0.12% +238 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,744 shares; 2024Q4: 3,760 shares; 2025Q1: 3,797 shares; 2025Q2: 3,807 shares 3,807 $611K 0.12% +10 Timeline GSEP 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 18,317 shares; 2024Q2: 18,317 shares; 2024Q3: 18,317 shares; 2024Q4: 18,177 shares; 2025Q1: 16,705 shares; 2025Q2: 16,345 shares 16,345 $599K 0.12% -360 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,219 shares; 2024Q3: 2,287 shares; 2024Q4: 1,851 shares; 2025Q1: 1,318 shares; 2025Q2: 1,877 shares 1,877 $596K 0.11% +559 Timeline NOVM 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18,910 shares; 2025Q1: 18,910 shares; 2025Q2: 18,910 shares 18,910 $595K 0.11% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,200 shares; 2024Q2: 4,200 shares; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,359 shares 4,359 $589K 0.11% +159 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 532 shares; 2024Q2: 1,382 shares; 2024Q3: 1,353 shares; 2024Q4: 1,324 shares; 2025Q1: 1,320 shares; 2025Q2: 1,598 shares 1,598 $586K 0.11% +278 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 529 shares; 2024Q3: 1,638 shares; 2024Q4: 1,813 shares; 2025Q1: 2,399 shares; 2025Q2: 2,101 shares 2,101 $579K 0.11% -298 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 693 shares; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 985 shares; 2025Q2: 1,017 shares 1,017 $571K 0.11% +32 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,007 shares; 2024Q2: 6,631 shares; 2024Q3: 3,703 shares; 2024Q4: 3,630 shares; 2025Q1: 3,158 shares; 2025Q2: 3,213 shares 3,213 $570K 0.11% +55 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 768 shares; 2024Q2: 808 shares; 2024Q3: 819 shares; 2024Q4: 729 shares; 2025Q1: 739 shares; 2025Q2: 842 shares 842 $559K 0.11% +103 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,390 shares; 2024Q2: 2,059 shares; 2024Q3: 2,538 shares; 2024Q4: 2,405 shares; 2025Q1: 2,407 shares; 2025Q2: 2,501 shares 2,501 $555K 0.11% +94 Timeline BUFR 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 8,197 shares; 2024Q2: 384,642 shares; 2024Q3: 17,380 shares; 2024Q4: 16,307 shares; 2025Q1: 16,101 shares; 2025Q2: 17,442 shares 17,442 $555K 0.11% +1,341 Timeline DJD 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,393 shares; 2024Q4: 9,824 shares; 2025Q1: 10,261 shares; 2025Q2: 10,324 shares 10,324 $549K 0.11% +63 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 16,428 shares; 2024Q3: 19,257 shares; 2024Q4: 18,820 shares; 2025Q1: 18,855 shares; 2025Q2: 18,679 shares 18,679 $541K 0.1% -176 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,084 shares; 2024Q2: 10,180 shares; 2024Q3: 5,032 shares; 2024Q4: 5,072 shares; 2025Q1: 5,112 shares; 2025Q2: 5,152 shares 5,152 $537K 0.1% +40 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,650 shares; 2025Q1: 8,658 shares; 2025Q2: 10,064 shares 10,064 $524K 0.1% +1,406 Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,559 shares; 2024Q4: 18,559 shares; 2025Q1: 18,559 shares; 2025Q2: 18,559 shares 18,559 $518K 0.1% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,758 shares 2,758 $514K 0.1% new Timeline SKYY 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,432 shares; 2024Q2: 4,272 shares; 2024Q3: 4,211 shares; 2024Q4: 4,211 shares; 2025Q1: 4,211 shares; 2025Q2: 4,176 shares 4,176 $508K 0.1% -35 Timeline XSEP 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 13,304 shares; 2024Q2: 13,271 shares; 2024Q3: 13,236 shares; 2024Q4: 13,206 shares; 2025Q1: 13,181 shares; 2025Q2: 12,181 shares 12,181 $495K 0.1% -1,000 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 17,817 shares; 2024Q4: 17,817 shares; 2025Q1: 17,717 shares; 2025Q2: 17,257 shares 17,257 $486K 0.09% -460 Timeline QMFE 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,000 shares 23,000 $477K 0.09% new Timeline GMAY 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 10,405 shares; 2024Q2: 13,405 shares; 2024Q3: 13,405 shares; 2024Q4: 13,405 shares; 2025Q1: 12,174 shares; 2025Q2: 12,174 shares 12,174 $477K 0.09% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,486 shares; 2024Q3: 1,486 shares; 2024Q4: 1,420 shares; 2025Q1: 1,433 shares; 2025Q2: 1,433 shares 1,433 $463K 0.09% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,621 shares; 2025Q1: 1,630 shares; 2025Q2: 1,661 shares 1,661 $453K 0.09% +31 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 599 shares; 2024Q2: 708 shares; 2024Q3: 708 shares; 2024Q4: 808 shares; 2025Q1: 940 shares; 2025Q2: 1,030 shares 1,030 $452K 0.09% +90 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,802 shares; 2024Q4: 5,720 shares; 2025Q1: 5,925 shares; 2025Q2: 6,033 shares 6,033 $450K 0.09% +108 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,731 shares; 2024Q2: 2,743 shares; 2024Q3: 3,421 shares; 2024Q4: 3,438 shares; 2025Q1: 3,763 shares; 2025Q2: 3,777 shares 3,777 $446K 0.09% +14 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,373 shares; 2024Q4: 4,382 shares; 2025Q1: 4,382 shares; 2025Q2: 4,392 shares 4,392 $443K 0.09% +10 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 6,530 shares; 2024Q3: 2,983 shares; 2024Q4: 2,979 shares; 2025Q1: 2,982 shares; 2025Q2: 3,199 shares 3,199 $435K 0.08% +217 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,780 shares; 2024Q2: 4,780 shares; 2024Q3: 4,780 shares; 2024Q4: 4,780 shares; 2025Q1: 4,780 shares; 2025Q2: 4,780 shares 4,780 $435K 0.08% 0 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,901 shares; 2025Q1: 15,901 shares; 2025Q2: 15,901 shares 15,901 $434K 0.08% 0 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 316 shares; 2025Q2: 4,725 shares 4,725 $426K 0.08% +4,409 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,726 shares; 2024Q4: 1,753 shares; 2025Q1: 1,701 shares; 2025Q2: 1,971 shares 1,971 $425K 0.08% +270 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 11,095 shares; 2024Q3: 6,911 shares; 2024Q4: 6,894 shares; 2025Q1: 7,133 shares; 2025Q2: 8,900 shares 8,900 $421K 0.08% +1,767 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,452 shares; 2024Q4: 1,433 shares; 2025Q1: 1,420 shares; 2025Q2: 1,421 shares 1,421 $419K 0.08% +1 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 9,000 shares; 2024Q2: 12,556 shares; 2024Q3: 13,076 shares; 2024Q4: 12,811 shares; 2025Q1: 12,811 shares; 2025Q2: 12,812 shares 12,812 $418K 0.08% +1 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 575 shares; 2024Q2: 625 shares; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 575 shares; 2025Q2: 575 shares 575 $407K 0.08% 0 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,387 shares; 2025Q2: 3,157 shares 3,157 $406K 0.08% -230 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 454 shares; 2024Q2: 454 shares; 2024Q3: 1,816 shares; 2024Q4: 1,816 shares; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares 1,816 $405K 0.08% 0 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,880 shares; 2024Q4: 15,880 shares; 2025Q1: 15,880 shares; 2025Q2: 15,480 shares 15,480 $399K 0.08% -400 Timeline DFEB 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 8,839 shares; 2024Q2: 8,839 shares; 2024Q3: 8,839 shares; 2024Q4: 8,839 shares; 2025Q1: 8,839 shares; 2025Q2: 8,839 shares 8,839 $395K 0.08% 0 Timeline FIW 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,620 shares; 2024Q2: 3,620 shares; 2024Q3: 3,620 shares; 2024Q4: 3,620 shares; 2025Q1: 3,620 shares; 2025Q2: 3,620 shares 3,620 $391K 0.08% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 2,204 shares; 2024Q3: 2,914 shares; 2024Q4: 2,974 shares; 2025Q1: 3,023 shares; 2025Q2: 3,055 shares 3,055 $379K 0.07% +32 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 719 shares; 2025Q1: 673 shares; 2025Q2: 713 shares 713 $377K 0.07% +40 Timeline FTCS 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,300 shares; 2024Q2: 3,300 shares; 2024Q3: 3,590 shares; 2024Q4: 3,590 shares; 2025Q1: 3,590 shares; 2025Q2: 4,122 shares 4,122 $375K 0.07% +532 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 538 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 246 shares; 2025Q2: 279 shares 279 $374K 0.07% +33 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 4,814 shares; 2024Q3: 4,827 shares; 2024Q4: 4,441 shares; 2025Q1: 4,408 shares; 2025Q2: 4,368 shares 4,368 $372K 0.07% -40 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,239 shares; 2024Q4: 1,140 shares; 2025Q1: 1,141 shares; 2025Q2: 1,157 shares 1,157 $369K 0.07% +16 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 31,246 shares; 2024Q2: 30,830 shares; 2024Q3: 30,830 shares; 2024Q4: 30,830 shares; 2025Q1: 30,830 shares; 2025Q2: 30,830 shares 30,830 $367K 0.07% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,905 shares; 2024Q2: 2,365 shares; 2024Q3: 2,824 shares; 2024Q4: 2,721 shares; 2025Q1: 2,551 shares; 2025Q2: 2,574 shares 2,574 $365K 0.07% +23 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,496 shares; 2024Q4: 5,390 shares; 2025Q1: 5,390 shares; 2025Q2: 5,390 shares 5,390 $364K 0.07% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 444 shares; 2024Q3: 938 shares; 2024Q4: 935 shares; 2025Q1: 937 shares; 2025Q2: 933 shares 933 $363K 0.07% -4 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,300 shares; 2024Q2: not reported; 2024Q3: 3,984 shares; 2024Q4: 4,133 shares; 2025Q1: 4,216 shares; 2025Q2: 4,116 shares 4,116 $359K 0.07% -100 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 3,823 shares; 2024Q3: 3,363 shares; 2024Q4: 3,372 shares; 2025Q1: 3,527 shares; 2025Q2: 3,886 shares 3,886 $357K 0.07% +359 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,920 shares; 2024Q2: 8,216 shares; 2024Q3: 8,216 shares; 2024Q4: 8,216 shares; 2025Q1: 8,216 shares; 2025Q2: 8,629 shares 8,629 $355K 0.07% +413 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,012 shares; 2024Q4: 10,012 shares; 2025Q1: 10,012 shares; 2025Q2: 10,012 shares 10,012 $351K 0.07% 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 2,033 shares; 2024Q3: 2,281 shares; 2024Q4: 2,056 shares; 2025Q1: 2,056 shares; 2025Q2: 2,395 shares 2,395 $350K 0.07% +339 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,836 shares; 2025Q2: 14,336 shares 14,336 $350K 0.07% +3,500 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 26,027 shares; 2024Q4: 14,487 shares; 2025Q1: 11,761 shares; 2025Q2: 11,490 shares 11,490 $346K 0.07% -271 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,898 shares; 2025Q2: 12,898 shares 12,898 $342K 0.07% 0 Timeline DJUN 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,617 shares; 2024Q2: 7,617 shares; 2024Q3: 7,617 shares; 2024Q4: 7,617 shares; 2025Q1: 7,617 shares; 2025Q2: 7,537 shares 7,537 $339K 0.07% -80 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,623 shares; 2025Q2: 5,742 shares 5,742 $337K 0.06% +1,119 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares 3,400 $331K 0.06% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,883 shares; 2024Q4: 2,883 shares; 2025Q1: 2,963 shares; 2025Q2: 2,963 shares 2,963 $329K 0.06% 0 Timeline SEPM 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,700 shares; 2024Q4: 10,652 shares; 2025Q1: 10,652 shares; 2025Q2: 10,652 shares 10,652 $328K 0.06% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 6,469 shares; 2024Q3: 7,236 shares; 2024Q4: 6,996 shares; 2025Q1: 7,215 shares; 2025Q2: 7,457 shares 7,457 $323K 0.06% +242 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,203 shares; 2024Q4: 6,015 shares; 2025Q1: 6,015 shares; 2025Q2: 6,000 shares 6,000 $317K 0.06% -15 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,437 shares; 2024Q4: 2,438 shares; 2025Q1: 2,439 shares; 2025Q2: 2,440 shares 2,440 $315K 0.06% +1 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 12,784 shares; 2024Q3: 12,784 shares; 2024Q4: 12,784 shares; 2025Q1: 12,784 shares; 2025Q2: 12,784 shares 12,784 $310K 0.06% 0 Timeline FXU 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 8,529 shares; 2024Q2: 8,361 shares; 2024Q3: 7,626 shares; 2024Q4: 7,176 shares; 2025Q1: 6,999 shares; 2025Q2: 6,951 shares 6,951 $295K 0.06% -48 Timeline DSEP 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 6,902 shares; 2024Q2: 6,902 shares; 2024Q3: 6,902 shares; 2024Q4: 6,892 shares; 2025Q1: 6,892 shares; 2025Q2: 6,892 shares 6,892 $292K 0.06% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 930 shares; 2024Q4: 931 shares; 2025Q1: 926 shares; 2025Q2: 1,266 shares 1,266 $291K 0.06% +340 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,741 shares; 2024Q2: 3,741 shares; 2024Q3: 3,741 shares; 2024Q4: 3,736 shares; 2025Q1: 3,651 shares; 2025Q2: 3,651 shares 3,651 $285K 0.05% 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,748 shares 5,748 $284K 0.05% new Timeline AUGM 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,634 shares; 2024Q4: 8,634 shares; 2025Q1: 8,634 shares; 2025Q2: 8,634 shares 8,634 $284K 0.05% 0 Timeline DJUL 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 6,749 shares; 2024Q2: 6,674 shares; 2024Q3: 6,674 shares; 2024Q4: 6,674 shares; 2025Q1: 6,674 shares; 2025Q2: 6,364 shares 6,364 $283K 0.05% -310 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 669 shares; 2024Q3: 624 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,366 shares 1,366 $280K 0.05% +118 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,765 shares; 2024Q2: 1,765 shares; 2024Q3: 1,712 shares; 2024Q4: 1,712 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares 1,712 $276K 0.05% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 927 shares; 2024Q2: 927 shares; 2024Q3: 927 shares; 2024Q4: 927 shares; 2025Q1: 927 shares; 2025Q2: 927 shares 927 $276K 0.05% 0 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 13,155 shares; 2024Q2: 11,491 shares; 2024Q3: 10,787 shares; 2024Q4: 9,934 shares; 2025Q1: 9,444 shares; 2025Q2: 9,444 shares 9,444 $275K 0.05% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,371 shares; 2024Q4: 7,385 shares; 2025Q1: 7,385 shares; 2025Q2: 7,385 shares 7,385 $273K 0.05% 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,246 shares; 2024Q2: 4,246 shares; 2024Q3: 4,246 shares; 2024Q4: 4,246 shares; 2025Q1: 4,246 shares; 2025Q2: 4,246 shares 4,246 $272K 0.05% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,792 shares; 2024Q3: 1,792 shares; 2024Q4: 1,792 shares; 2025Q1: 1,886 shares; 2025Q2: 1,828 shares 1,828 $272K 0.05% -58 Timeline QSPT 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 9,442 shares; 2024Q2: 9,442 shares; 2024Q3: 9,442 shares; 2024Q4: 9,442 shares; 2025Q1: 9,412 shares; 2025Q2: 9,184 shares 9,184 $272K 0.05% -228 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,496 shares; 2024Q3: 1,913 shares; 2024Q4: 1,906 shares; 2025Q1: 1,784 shares; 2025Q2: 1,882 shares 1,882 $269K 0.05% +98 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 5,937 shares; 2024Q3: 2,124 shares; 2024Q4: 1,904 shares; 2025Q1: 1,897 shares; 2025Q2: 1,850 shares 1,850 $269K 0.05% -47 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares 325 $269K 0.05% new 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,300 shares 1,300 $266K 0.05% +115 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,500 shares; 2024Q2: 3,500 shares; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares 3,500 $264K 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,876 shares; 2024Q2: 2,846 shares; 2024Q3: 3,079 shares; 2024Q4: 2,865 shares; 2025Q1: 2,865 shares; 2025Q2: 2,933 shares 2,933 $263K 0.05% +68 Timeline FVD 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,887 shares 5,887 $263K 0.05% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 8,312 shares; 2024Q2: 10,340 shares; 2024Q3: 13,643 shares; 2024Q4: 12,697 shares; 2025Q1: 12,583 shares; 2025Q2: 10,806 shares 10,806 $262K 0.05% -1,777 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,463 shares; 2024Q3: 227 shares; 2024Q4: 240 shares; 2025Q1: 253 shares; 2025Q2: 262 shares 262 $259K 0.05% +9 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 3,994 shares; 2024Q3: 3,994 shares; 2024Q4: 3,994 shares; 2025Q1: 3,994 shares; 2025Q2: 3,994 shares 3,994 $257K 0.05% 0 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,482 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 347 shares 347 $256K 0.05% new 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 896 shares; 2024Q2: 896 shares; 2024Q3: 896 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares 896 $256K 0.05% 0 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,764 shares; 2024Q4: 9,596 shares; 2025Q1: 9,355 shares; 2025Q2: 8,453 shares 8,453 $255K 0.05% -902 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,071 shares 1,071 $255K 0.05% new 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 5,164 shares; 2024Q3: 3,576 shares; 2024Q4: 3,422 shares; 2025Q1: 3,288 shares; 2025Q2: 3,055 shares 3,055 $253K 0.05% -233 Timeline VIOG 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,212 shares; 2024Q2: 2,212 shares; 2024Q3: 2,212 shares; 2024Q4: 2,212 shares; 2025Q1: 2,212 shares; 2025Q2: 2,212 shares 2,212 $253K 0.05% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 710 shares; 2024Q3: 594 shares; 2024Q4: 574 shares; 2025Q1: 646 shares; 2025Q2: 647 shares 647 $251K 0.05% +1 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,540 shares; 2024Q4: 3,570 shares; 2025Q1: 3,597 shares; 2025Q2: 3,625 shares 3,625 $247K 0.05% +28 Timeline GJUN 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 9,030 shares; 2024Q2: 9,030 shares; 2024Q3: 9,030 shares; 2024Q4: 6,530 shares; 2025Q1: 6,438 shares; 2025Q2: 6,438 shares 6,438 $242K 0.05% 0 Timeline FXR 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,390 shares; 2024Q2: 3,390 shares; 2024Q3: 3,260 shares; 2024Q4: 3,223 shares; 2025Q1: 3,223 shares; 2025Q2: 3,223 shares 3,223 $239K 0.05% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,301 shares 1,301 $238K 0.05% new 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,667 shares 5,667 $237K 0.05% new 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 673 shares; 2024Q3: 674 shares; 2024Q4: 716 shares; 2025Q1: 756 shares; 2025Q2: 744 shares 744 $232K 0.04% -12 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,227 shares; 2024Q4: 1,802 shares; 2025Q1: 1,802 shares; 2025Q2: 1,912 shares 1,912 $232K 0.04% +110 Timeline IFV 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,103 shares 10,103 $232K 0.04% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 3,498 shares; 2024Q3: 3,498 shares; 2024Q4: 2,898 shares; 2025Q1: 2,898 shares; 2025Q2: 2,898 shares 2,898 $230K 0.04% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,142 shares; 2025Q1: not reported; 2025Q2: 540 shares 540 $229K 0.04% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,687 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,687 shares 1,687 $229K 0.04% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 839 shares; 2024Q2: 768 shares; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 819 shares 819 $229K 0.04% +34 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 709 shares; 2024Q4: 710 shares; 2025Q1: 787 shares; 2025Q2: 774 shares 774 $226K 0.04% -13 Timeline FSEP 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 4,705 shares; 2024Q3: 4,705 shares; 2024Q4: 4,665 shares; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares 4,665 $224K 0.04% 0 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,859 shares; 2024Q4: 7,859 shares; 2025Q1: 7,914 shares; 2025Q2: 7,914 shares 7,914 $223K 0.04% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,225 shares 3,225 $223K 0.04% new 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,205 shares 6,205 $222K 0.04% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 626 shares; 2024Q4: 561 shares; 2025Q1: 562 shares; 2025Q2: 559 shares 559 $221K 0.04% -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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,542 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,247 shares 1,247 $220K 0.04% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,259 shares; 2025Q1: 14,259 shares; 2025Q2: 13,163 shares 13,163 $220K 0.04% -1,096 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,942 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,090 shares 3,090 $219K 0.04% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,941 shares; 2024Q2: 2,725 shares; 2024Q3: 2,480 shares; 2024Q4: 2,377 shares; 2025Q1: 2,327 shares; 2025Q2: 2,274 shares 2,274 $218K 0.04% -53 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 776 shares; 2025Q2: 776 shares 776 $214K 0.04% 0 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,140 shares; 2024Q2: 4,140 shares; 2024Q3: 4,280 shares; 2024Q4: 4,280 shares; 2025Q1: 4,280 shares; 2025Q2: 4,280 shares 4,280 $212K 0.04% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,335 shares 5,335 $212K 0.04% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 2,446 shares; 2024Q3: 3,223 shares; 2024Q4: 2,874 shares; 2025Q1: 2,912 shares; 2025Q2: 2,664 shares 2,664 $211K 0.04% -248 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,090 shares; 2024Q4: 2,090 shares; 2025Q1: not reported; 2025Q2: 2,133 shares 2,133 $207K 0.04% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,253 shares 3,253 $206K 0.04% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 957 shares 957 $204K 0.04% new 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; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,114 shares 1,114 $202K 0.04% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,328 shares; 2024Q4: 2,335 shares; 2025Q1: not reported; 2025Q2: 1,804 shares 1,804 $202K 0.04% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 13,704 shares; 2024Q3: 13,541 shares; 2024Q4: 12,977 shares; 2025Q1: 12,290 shares; 2025Q2: 12,293 shares 12,293 $133K 0.03% +3 Timeline AMTX AEMETIS INC More: the full row for AEMETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 13,100 shares; 2024Q2: 13,400 shares; 2024Q3: 13,900 shares; 2024Q4: 14,900 shares; 2025Q1: 17,900 shares; 2025Q2: 17,900 shares 17,900 $44.4K 0.01% 0 Timeline