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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,519 shares; 2024Q4: 144,054 shares; 2025Q1: 144,194 shares; 2025Q2: 148,215 shares 148,215 $84.2M 17.6% +4,021 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,866 shares; 2024Q4: 659,477 shares; 2025Q1: 664,992 shares; 2025Q2: 648,141 shares 648,141 $47.7M 9.98% -16,851 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570,206 shares; 2024Q4: 609,830 shares; 2025Q1: 609,512 shares; 2025Q2: 577,888 shares 577,888 $32.9M 6.89% -31,624 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,822 shares; 2024Q4: 266,786 shares; 2025Q1: 266,940 shares; 2025Q2: 300,467 shares 300,467 $18.6M 3.9% +33,527 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,008 shares; 2024Q4: 29,077 shares; 2025Q1: 29,080 shares; 2025Q2: 28,932 shares 28,932 $14.4M 3.01% -148 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,866 shares; 2024Q4: 251,865 shares; 2025Q1: 251,847 shares; 2025Q2: 248,675 shares 248,675 $12.3M 2.57% -3,172 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,671 shares; 2024Q4: 37,363 shares; 2025Q1: 37,364 shares; 2025Q2: 39,128 shares 39,128 $11.9M 2.49% +1,764 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares 15 $10.9M 2.29% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,152 shares; 2024Q4: 177,466 shares; 2025Q1: 184,019 shares; 2025Q2: 181,623 shares 181,623 $9.88M 2.07% -2,396 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,030 shares; 2024Q4: 157,796 shares; 2025Q1: 167,317 shares; 2025Q2: 172,306 shares 172,306 $9.8M 2.05% +4,989 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,026 shares; 2024Q4: 199,474 shares; 2025Q1: 199,369 shares; 2025Q2: 195,074 shares 195,074 $9.65M 2.02% -4,295 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,702 shares; 2024Q4: 114,559 shares; 2025Q1: 114,519 shares; 2025Q2: 115,357 shares 115,357 $9.57M 2% +838 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,748 shares; 2024Q4: 18,918 shares; 2025Q1: 18,873 shares; 2025Q2: 18,474 shares 18,474 $8.97M 1.88% -399 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,200 shares; 2024Q4: 28,036 shares; 2025Q1: 28,036 shares; 2025Q2: 33,036 shares 33,036 $7.83M 1.64% +5,000 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,110 shares; 2024Q4: 40,276 shares; 2025Q1: 40,656 shares; 2025Q2: 37,940 shares 37,940 $7.78M 1.63% -2,716 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,699 shares; 2024Q4: 252,714 shares; 2025Q1: 254,699 shares; 2025Q2: 253,670 shares 253,670 $7.41M 1.55% -1,029 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,704 shares; 2024Q4: 36,603 shares; 2025Q1: 36,009 shares; 2025Q2: 35,510 shares 35,510 $7.27M 1.52% -499 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,387 shares; 2024Q4: 24,485 shares; 2025Q1: 24,487 shares; 2025Q2: 24,424 shares 24,424 $6.82M 1.43% -63 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,747 shares; 2024Q4: 70,553 shares; 2025Q1: 70,543 shares; 2025Q2: 72,996 shares 72,996 $6.5M 1.36% +2,453 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,431 shares; 2024Q4: 49,134 shares; 2025Q1: 52,176 shares; 2025Q2: 53,411 shares 53,411 $5.02M 1.05% +1,235 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,217 shares; 2024Q4: 139,746 shares; 2025Q1: 142,945 shares; 2025Q2: 146,616 shares 146,616 $4.66M 0.97% +3,671 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,477 shares; 2024Q4: 153,528 shares; 2025Q1: 153,602 shares; 2025Q2: 130,243 shares 130,243 $3.45M 0.72% -23,359 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,251 shares; 2024Q4: 138,267 shares; 2025Q1: 138,603 shares; 2025Q2: 137,043 shares 137,043 $3.27M 0.68% -1,560 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,669 shares; 2024Q4: 132,398 shares; 2025Q1: 129,506 shares; 2025Q2: 130,413 shares 130,413 $3.2M 0.67% +907 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,270 shares; 2024Q4: 18,490 shares; 2025Q1: 18,507 shares; 2025Q2: 20,192 shares 20,192 $3.19M 0.67% +1,685 Timeline BSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,430 shares; 2024Q4: 90,961 shares; 2025Q1: 90,657 shares; 2025Q2: 87,810 shares 87,810 $3.03M 0.63% -2,847 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,424 shares; 2024Q4: 9,364 shares; 2025Q1: 9,364 shares; 2025Q2: 7,684 shares 7,684 $2.98M 0.62% -1,680 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,528 shares; 2024Q4: 88,613 shares; 2025Q1: 89,256 shares; 2025Q2: 89,462 shares 89,462 $2.92M 0.61% +206 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,403 shares; 2024Q4: 14,388 shares; 2025Q1: 13,913 shares; 2025Q2: 12,688 shares 12,688 $2.92M 0.61% -1,225 Timeline EIPI 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,650 shares; 2024Q4: 139,623 shares; 2025Q1: 138,629 shares; 2025Q2: 141,873 shares 141,873 $2.8M 0.58% +3,244 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,453 shares; 2024Q4: 6,453 shares; 2025Q1: 6,453 shares; 2025Q2: 6,368 shares 6,368 $2.7M 0.57% -85 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 4,129 shares; 2025Q1: 4,089 shares; 2025Q2: 4,071 shares 4,071 $2.52M 0.53% -18 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: 8,920 shares; 2025Q1: 8,910 shares; 2025Q2: 8,030 shares 8,030 $2.4M 0.5% -880 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,712 shares; 2024Q4: 11,713 shares; 2025Q1: 11,653 shares; 2025Q2: 10,797 shares 10,797 $2.4M 0.5% -856 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,351 shares; 2024Q4: 43,828 shares; 2025Q1: 45,241 shares; 2025Q2: 44,863 shares 44,863 $2.27M 0.48% -378 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,874 shares; 2025Q1: 3,874 shares; 2025Q2: 3,894 shares 3,894 $2.21M 0.46% +20 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 3,371 shares; 2025Q1: 3,353 shares; 2025Q2: 2,731 shares 2,731 $2.02M 0.42% -622 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,094 shares; 2024Q4: 90,283 shares; 2025Q1: 90,018 shares; 2025Q2: 90,297 shares 90,297 $2M 0.42% +279 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,100 shares; 2024Q4: 9,165 shares; 2025Q1: 9,100 shares; 2025Q2: 9,115 shares 9,115 $1.99M 0.42% +15 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,598 shares; 2024Q4: 35,598 shares; 2025Q1: 35,653 shares; 2025Q2: 35,598 shares 35,598 $1.87M 0.39% -55 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,526 shares; 2024Q4: 10,213 shares; 2025Q1: 9,849 shares; 2025Q2: 9,434 shares 9,434 $1.86M 0.39% -415 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,096 shares; 2024Q4: 12,393 shares; 2025Q1: 12,404 shares; 2025Q2: 12,117 shares 12,117 $1.85M 0.39% -287 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,492 shares; 2024Q4: 28,040 shares; 2025Q1: 27,900 shares; 2025Q2: 19,759 shares 19,759 $1.8M 0.38% -8,141 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,736 shares; 2024Q4: 42,988 shares; 2025Q1: 45,208 shares; 2025Q2: 47,094 shares 47,094 $1.77M 0.37% +1,886 Timeline LQD 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,710 shares; 2024Q4: 10,710 shares; 2025Q1: 10,710 shares; 2025Q2: 15,410 shares 15,410 $1.69M 0.35% +4,700 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 3,841 shares; 2025Q1: 3,841 shares; 2025Q2: 3,818 shares 3,818 $1.68M 0.35% -23 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,211 shares; 2024Q4: 57,921 shares; 2025Q1: 57,930 shares; 2025Q2: 57,885 shares 57,885 $1.62M 0.34% -45 Timeline NAPR 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,407 shares; 2024Q4: 36,207 shares; 2025Q1: 31,824 shares; 2025Q2: 31,824 shares 31,824 $1.62M 0.34% 0 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 8,879 shares; 2025Q1: 8,720 shares; 2025Q2: 8,702 shares 8,702 $1.62M 0.34% -18 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,418 shares; 2024Q4: 10,489 shares; 2025Q1: 10,515 shares; 2025Q2: 8,802 shares 8,802 $1.55M 0.32% -1,713 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,785 shares; 2024Q4: 32,785 shares; 2025Q1: 32,785 shares; 2025Q2: 32,785 shares 32,785 $1.51M 0.32% 0 Timeline IJR 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,609 shares; 2024Q4: 13,538 shares; 2025Q1: 13,659 shares; 2025Q2: 13,692 shares 13,692 $1.5M 0.31% +33 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,855 shares; 2025Q1: 4,831 shares; 2025Q2: 4,116 shares 4,116 $1.46M 0.31% -715 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 5,526 shares; 2025Q1: 5,526 shares; 2025Q2: 5,026 shares 5,026 $1.46M 0.3% -500 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,633 shares; 2025Q1: 2,633 shares; 2025Q2: 2,633 shares 2,633 $1.45M 0.3% 0 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,234 shares; 2024Q4: 17,906 shares; 2025Q1: 17,895 shares; 2025Q2: 17,949 shares 17,949 $1.43M 0.3% +54 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,453 shares; 2024Q4: 55,519 shares; 2025Q1: 55,417 shares; 2025Q2: 54,295 shares 54,295 $1.37M 0.29% -1,122 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,909 shares; 2024Q4: 16,909 shares; 2025Q1: 19,509 shares; 2025Q2: 19,867 shares 19,867 $1.37M 0.29% +358 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,186 shares; 2024Q4: 15,186 shares; 2025Q1: 15,186 shares; 2025Q2: 15,186 shares 15,186 $1.36M 0.28% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares 2,530 $1.35M 0.28% 0 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,838 shares; 2024Q4: 6,839 shares; 2025Q1: 6,275 shares; 2025Q2: 6,237 shares 6,237 $1.35M 0.28% -38 Timeline JGRO 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,670 shares; 2025Q1: 16,285 shares; 2025Q2: 15,478 shares 15,478 $1.33M 0.28% -807 Timeline FTSM 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,034 shares; 2024Q4: 20,042 shares; 2025Q1: 20,025 shares; 2025Q2: 19,797 shares 19,797 $1.19M 0.25% -228 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,956 shares; 2024Q4: 18,541 shares; 2025Q1: 18,006 shares; 2025Q2: 17,056 shares 17,056 $1.18M 0.25% -950 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 963 shares; 2025Q1: 963 shares; 2025Q2: 12,750 shares 12,750 $1.15M 0.24% +11,787 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 4,142 shares; 2025Q1: 3,942 shares; 2025Q2: 3,717 shares 3,717 $1.15M 0.24% -225 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,689 shares; 2024Q4: 54,475 shares; 2025Q1: 53,834 shares; 2025Q2: 39,892 shares 39,892 $1.14M 0.24% -13,942 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 10,075 shares; 2025Q1: 9,675 shares; 2025Q2: 8,975 shares 8,975 $1.09M 0.23% -700 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,952 shares; 2024Q4: 5,952 shares; 2025Q1: 5,953 shares; 2025Q2: 5,953 shares 5,953 $1.08M 0.23% 0 Timeline DOGG 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,069 shares; 2024Q4: 52,825 shares; 2025Q1: 52,016 shares; 2025Q2: 52,544 shares 52,544 $1.04M 0.22% +528 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 4,178 shares; 2025Q1: 4,153 shares; 2025Q2: 4,153 shares 4,153 $1.03M 0.21% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 6,616 shares; 2025Q1: 6,466 shares; 2025Q2: 6,441 shares 6,441 $1.03M 0.21% -25 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,209 shares; 2025Q2: 33,255 shares 33,255 $999K 0.21% +14,046 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,241 shares; 2024Q4: 30,276 shares; 2025Q1: 30,085 shares; 2025Q2: 22,632 shares 22,632 $993K 0.21% -7,453 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,951 shares; 2025Q1: 4,971 shares; 2025Q2: 4,446 shares 4,446 $975K 0.2% -525 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,563 shares; 2024Q4: 29,913 shares; 2025Q1: 30,286 shares; 2025Q2: 28,320 shares 28,320 $975K 0.2% -1,966 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,454 shares; 2024Q4: 40,362 shares; 2025Q1: 40,362 shares; 2025Q2: 38,304 shares 38,304 $936K 0.2% -2,058 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,095 shares; 2024Q4: 6,845 shares; 2025Q1: 6,845 shares; 2025Q2: 6,867 shares 6,867 $934K 0.2% +22 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,910 shares; 2025Q1: 2,910 shares; 2025Q2: 2,910 shares 2,910 $928K 0.19% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,127 shares; 2025Q1: 3,067 shares; 2025Q2: 3,015 shares 3,015 $919K 0.19% -52 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,912 shares; 2024Q4: 2,970 shares; 2025Q1: 3,354 shares; 2025Q2: 3,254 shares 3,254 $908K 0.19% -100 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,570 shares 1,570 $890K 0.19% -50 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,545 shares; 2024Q4: 46,250 shares; 2025Q1: 50,210 shares; 2025Q2: 48,288 shares 48,288 $888K 0.19% -1,922 Timeline SPYD 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,031 shares; 2024Q4: 20,031 shares; 2025Q1: 20,031 shares; 2025Q2: 20,031 shares 20,031 $850K 0.18% 0 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,518 shares; 2025Q1: 1,518 shares; 2025Q2: 1,518 shares 1,518 $825K 0.17% 0 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,967 shares; 2024Q4: 17,223 shares; 2025Q1: 15,921 shares; 2025Q2: 16,409 shares 16,409 $822K 0.17% +488 Timeline SCHO 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,480 shares; 2024Q4: 32,840 shares; 2025Q1: 32,840 shares; 2025Q2: 32,757 shares 32,757 $799K 0.17% -83 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,299 shares; 2024Q4: 7,325 shares; 2025Q1: 7,326 shares; 2025Q2: 7,327 shares 7,327 $790K 0.17% +1 Timeline PSTP 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,022 shares; 2024Q4: 23,560 shares; 2025Q1: 23,560 shares; 2025Q2: 22,520 shares 22,520 $752K 0.16% -1,040 Timeline SDVD 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,128 shares; 2025Q2: 35,029 shares 35,029 $718K 0.15% +13,901 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,177 shares; 2025Q1: 21,028 shares; 2025Q2: 30,316 shares 30,316 $717K 0.15% +9,288 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 5,588 shares; 2025Q1: 5,569 shares; 2025Q2: 4,880 shares 4,880 $699K 0.15% -689 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 5,146 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares 5,146 $698K 0.15% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,383 shares; 2024Q4: 7,384 shares; 2025Q1: 7,384 shares; 2025Q2: 7,385 shares 7,385 $677K 0.14% +1 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,279 shares; 2024Q4: 5,139 shares; 2025Q1: 5,114 shares; 2025Q2: 4,614 shares 4,614 $674K 0.14% -500 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,684 shares; 2024Q4: 34,952 shares; 2025Q1: 30,393 shares; 2025Q2: 30,579 shares 30,579 $674K 0.14% +186 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,122 shares; 2025Q1: 2,122 shares; 2025Q2: 2,122 shares 2,122 $662K 0.14% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,976 shares; 2024Q4: 10,048 shares; 2025Q1: 9,248 shares; 2025Q2: 9,284 shares 9,284 $657K 0.14% +36 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 663 shares 663 $656K 0.14% -150 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,402 shares; 2024Q4: 24,506 shares; 2025Q1: 24,506 shares; 2025Q2: 24,506 shares 24,506 $654K 0.14% 0 Timeline GRID 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,749 shares; 2025Q1: 1,849 shares; 2025Q2: 4,675 shares 4,675 $650K 0.14% +2,826 Timeline SAGP ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,055 shares; 2024Q4: 22,055 shares; 2025Q1: 21,521 shares; 2025Q2: 19,554 shares 19,554 $645K 0.13% -1,967 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,458 shares; 2024Q4: 6,458 shares; 2025Q1: 6,458 shares; 2025Q2: 6,458 shares 6,458 $641K 0.13% 0 Timeline IJJ 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,179 shares; 2024Q4: 5,179 shares; 2025Q1: 5,179 shares; 2025Q2: 5,179 shares 5,179 $640K 0.13% 0 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,671 shares; 2024Q4: 6,671 shares; 2025Q1: 6,671 shares; 2025Q2: 6,671 shares 6,671 $639K 0.13% 0 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,519 shares; 2024Q4: 8,529 shares; 2025Q1: 8,541 shares; 2025Q2: 8,056 shares 8,056 $638K 0.13% -485 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,035 shares; 2024Q4: 6,785 shares; 2025Q1: 6,570 shares; 2025Q2: 4,500 shares 4,500 $594K 0.12% -2,070 Timeline IVV 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 947 shares 947 $588K 0.12% -26 Timeline MAXI SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,663 shares; 2024Q4: 14,763 shares; 2025Q1: 18,943 shares; 2025Q2: 19,524 shares 19,524 $587K 0.12% +581 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,585 shares; 2024Q4: 20,618 shares; 2025Q1: 19,667 shares; 2025Q2: 21,697 shares 21,697 $580K 0.12% +2,030 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,116 shares; 2024Q4: 7,152 shares; 2025Q1: 7,219 shares; 2025Q2: 7,120 shares 7,120 $570K 0.12% -99 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,964 shares 6,964 $567K 0.12% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,550 shares 2,550 $557K 0.12% -300 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,023 shares; 2025Q1: 3,023 shares; 2025Q2: 2,974 shares 2,974 $527K 0.11% -49 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,201 shares; 2024Q4: 11,201 shares; 2025Q1: 11,201 shares; 2025Q2: 11,201 shares 11,201 $519K 0.11% 0 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares 2,850 $504K 0.11% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 2,996 shares; 2025Q1: 2,996 shares; 2025Q2: 3,051 shares 3,051 $486K 0.1% +55 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,419 shares; 2024Q4: 5,499 shares; 2025Q1: 5,419 shares; 2025Q2: 5,419 shares 5,419 $472K 0.1% 0 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,065 shares; 2024Q4: 21,565 shares; 2025Q1: 18,567 shares; 2025Q2: 17,467 shares 17,467 $464K 0.1% -1,100 Timeline EALT 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,250 shares; 2024Q4: 13,250 shares; 2025Q1: 13,950 shares; 2025Q2: 13,950 shares 13,950 $454K 0.1% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: 1,520 shares 1,520 $448K 0.09% +35 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,823 shares; 2024Q4: 9,903 shares; 2025Q1: 9,903 shares; 2025Q2: 9,879 shares 9,879 $435K 0.09% -24 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,662 shares; 2024Q4: 6,092 shares; 2025Q1: 5,607 shares; 2025Q2: 3,571 shares 3,571 $433K 0.09% -2,036 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,952 shares; 2024Q4: 6,952 shares; 2025Q1: 6,952 shares; 2025Q2: 6,933 shares 6,933 $432K 0.09% -19 Timeline DVY 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,290 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares 3,250 $432K 0.09% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares 406 $426K 0.09% 0 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,223 shares; 2024Q4: 10,395 shares; 2025Q1: 10,266 shares; 2025Q2: 9,737 shares 9,737 $421K 0.09% -529 Timeline FAUG 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 9,800 shares; 2025Q1: 8,100 shares; 2025Q2: 7,900 shares 7,900 $387K 0.08% -200 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,596 shares; 2025Q1: 1,496 shares; 2025Q2: 1,399 shares 1,399 $377K 0.08% -97 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,088 shares; 2024Q4: 9,610 shares; 2025Q1: 9,610 shares; 2025Q2: 9,610 shares 9,610 $373K 0.08% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,521 shares; 2024Q4: 5,578 shares; 2025Q1: 4,978 shares; 2025Q2: 3,073 shares 3,073 $366K 0.08% -1,905 Timeline IGLD 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 17,828 shares; 2025Q1: 16,409 shares; 2025Q2: 16,552 shares 16,552 $359K 0.08% +143 Timeline ITB 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares 3,800 $354K 0.07% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $347K 0.07% 0 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 1,652 shares; 2025Q1: 1,652 shares; 2025Q2: 1,682 shares 1,682 $344K 0.07% +30 Timeline IBND 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares 10,400 $339K 0.07% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,251 shares; 2024Q4: 5,086 shares; 2025Q1: 5,086 shares; 2025Q2: 4,586 shares 4,586 $336K 0.07% -500 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,808 shares; 2024Q4: 8,013 shares; 2025Q1: 7,988 shares; 2025Q2: 7,980 shares 7,980 $328K 0.07% -8 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 11,809 shares; 2025Q1: 11,817 shares; 2025Q2: 11,825 shares 11,825 $327K 0.07% +8 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 7,216 shares; 2025Q1: 7,216 shares; 2025Q2: 7,216 shares 7,216 $327K 0.07% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,535 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares 1,500 $314K 0.07% 0 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,855 shares; 2024Q4: 7,855 shares; 2025Q1: 7,855 shares; 2025Q2: 7,855 shares 7,855 $308K 0.06% 0 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,554 shares; 2025Q2: 9,554 shares 9,554 $306K 0.06% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,710 shares; 2025Q2: 1,335 shares 1,335 $303K 0.06% -375 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares 1,450 $303K 0.06% 0 Timeline YGLD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,164 shares; 2025Q2: 8,773 shares 8,773 $301K 0.06% +1,609 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 7,600 shares 7,600 $301K 0.06% 0 Timeline IQLT 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,017 shares; 2024Q4: 7,712 shares; 2025Q1: 6,888 shares; 2025Q2: 6,885 shares 6,885 $298K 0.06% -3 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,150 shares; 2025Q1: 3,040 shares; 2025Q2: 3,010 shares 3,010 $297K 0.06% -30 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,335 shares; 2024Q4: 13,841 shares; 2025Q1: 13,844 shares; 2025Q2: 13,849 shares 13,849 $293K 0.06% +5 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares 566 $288K 0.06% 0 Timeline DHDG 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,200 shares; 2025Q1: 10,390 shares; 2025Q2: 8,867 shares 8,867 $283K 0.06% -1,523 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares 2,450 $272K 0.06% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,025 shares; 2024Q4: 14,025 shares; 2025Q1: 14,025 shares; 2025Q2: 12,025 shares 12,025 $269K 0.06% -2,000 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 5,130 shares; 2025Q1: 5,130 shares; 2025Q2: 5,130 shares 5,130 $269K 0.06% 0 Timeline FTRI 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,836 shares; 2024Q4: 18,770 shares; 2025Q1: 18,507 shares; 2025Q2: 18,555 shares 18,555 $264K 0.06% +48 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,100 shares; 2024Q4: 18,400 shares; 2025Q1: 19,104 shares; 2025Q2: 21,000 shares 21,000 $257K 0.05% +1,896 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 858 shares 858 $251K 0.05% -50 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,555 shares 1,555 $237K 0.05% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,727 shares; 2024Q4: 1,472 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares 1,372 $236K 0.05% 0 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,570 shares; 2025Q2: 5,570 shares 5,570 $236K 0.05% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: not reported; 2025Q1: 5,747 shares; 2025Q2: 5,747 shares 5,747 $233K 0.05% 0 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,037 shares; 2025Q2: 7,647 shares 7,647 $229K 0.05% +610 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares 1,500 $224K 0.05% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares 1,860 $223K 0.05% 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,666 shares; 2025Q2: 3,798 shares 3,798 $223K 0.05% +132 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: not reported; 2025Q1: 2,036 shares; 2025Q2: 2,037 shares 2,037 $220K 0.05% +1 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: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares 1,560 $201K 0.04% 0 Timeline