VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,519 shares; 2024Q4: 144,054 shares; 2025Q1: 144,194 shares; 2025Q2: 148,215 shares; 2025Q3: 146,754 shares 146,754 $89.9M 17.56% -1,461 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,866 shares; 2024Q4: 659,477 shares; 2025Q1: 664,992 shares; 2025Q2: 648,141 shares; 2025Q3: 694,733 shares 694,733 $51.7M 10.1% +46,592 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570,206 shares; 2024Q4: 609,830 shares; 2025Q1: 609,512 shares; 2025Q2: 577,888 shares; 2025Q3: 572,312 shares 572,312 $34.3M 6.7% -5,576 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,822 shares; 2024Q4: 266,786 shares; 2025Q1: 266,940 shares; 2025Q2: 300,467 shares; 2025Q3: 295,186 shares 295,186 $19.3M 3.76% -5,281 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,008 shares; 2024Q4: 29,077 shares; 2025Q1: 29,080 shares; 2025Q2: 28,932 shares; 2025Q3: 28,735 shares 28,735 $14.9M 2.91% -197 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,866 shares; 2024Q4: 251,865 shares; 2025Q1: 251,847 shares; 2025Q2: 248,675 shares; 2025Q3: 266,346 shares 266,346 $13.2M 2.57% +17,671 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,671 shares; 2024Q4: 37,363 shares; 2025Q1: 37,364 shares; 2025Q2: 39,128 shares; 2025Q3: 37,059 shares 37,059 $12.2M 2.38% -2,069 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,152 shares; 2024Q4: 177,466 shares; 2025Q1: 184,019 shares; 2025Q2: 181,623 shares; 2025Q3: 206,939 shares 206,939 $11.9M 2.33% +25,316 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares 15 $11.3M 2.21% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,030 shares; 2024Q4: 157,796 shares; 2025Q1: 167,317 shares; 2025Q2: 172,306 shares; 2025Q3: 187,501 shares 187,501 $10.7M 2.09% +15,195 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,026 shares; 2024Q4: 199,474 shares; 2025Q1: 199,369 shares; 2025Q2: 195,074 shares; 2025Q3: 191,727 shares 191,727 $10.4M 2.03% -3,347 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,702 shares; 2024Q4: 114,559 shares; 2025Q1: 114,519 shares; 2025Q2: 115,357 shares; 2025Q3: 118,406 shares 118,406 $9.96M 1.95% +3,049 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,110 shares; 2024Q4: 40,276 shares; 2025Q1: 40,656 shares; 2025Q2: 37,940 shares; 2025Q3: 37,833 shares 37,833 $9.63M 1.88% -107 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,748 shares; 2024Q4: 18,918 shares; 2025Q1: 18,873 shares; 2025Q2: 18,474 shares; 2025Q3: 18,190 shares 18,190 $9.14M 1.79% -284 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,699 shares; 2024Q4: 252,714 shares; 2025Q1: 254,699 shares; 2025Q2: 253,670 shares; 2025Q3: 254,986 shares 254,986 $8.14M 1.59% +1,316 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,200 shares; 2024Q4: 28,036 shares; 2025Q1: 28,036 shares; 2025Q2: 33,036 shares; 2025Q3: 31,896 shares 31,896 $8.11M 1.58% -1,140 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,704 shares; 2024Q4: 36,603 shares; 2025Q1: 36,009 shares; 2025Q2: 35,510 shares; 2025Q3: 34,815 shares 34,815 $7.51M 1.47% -695 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,747 shares; 2024Q4: 70,553 shares; 2025Q1: 70,543 shares; 2025Q2: 72,996 shares; 2025Q3: 76,505 shares 76,505 $6.99M 1.37% +3,509 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,387 shares; 2024Q4: 24,485 shares; 2025Q1: 24,487 shares; 2025Q2: 24,424 shares; 2025Q3: 24,569 shares 24,569 $6.93M 1.35% +145 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,431 shares; 2024Q4: 49,134 shares; 2025Q1: 52,176 shares; 2025Q2: 53,411 shares; 2025Q3: 53,706 shares 53,706 $5.36M 1.05% +295 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,217 shares; 2024Q4: 139,746 shares; 2025Q1: 142,945 shares; 2025Q2: 146,616 shares; 2025Q3: 142,685 shares 142,685 $4.77M 0.93% -3,931 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,270 shares; 2024Q4: 18,490 shares; 2025Q1: 18,507 shares; 2025Q2: 20,192 shares; 2025Q3: 20,217 shares 20,217 $3.77M 0.74% +25 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,477 shares; 2024Q4: 153,528 shares; 2025Q1: 153,602 shares; 2025Q2: 130,243 shares; 2025Q3: 133,008 shares 133,008 $3.63M 0.71% +2,765 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,251 shares; 2024Q4: 138,267 shares; 2025Q1: 138,603 shares; 2025Q2: 137,043 shares; 2025Q3: 136,693 shares 136,693 $3.51M 0.69% -350 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,424 shares; 2024Q4: 9,364 shares; 2025Q1: 9,364 shares; 2025Q2: 7,684 shares; 2025Q3: 7,191 shares 7,191 $3.43M 0.67% -493 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,669 shares; 2024Q4: 132,398 shares; 2025Q1: 129,506 shares; 2025Q2: 130,413 shares; 2025Q3: 130,300 shares 130,300 $3.43M 0.67% -113 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,528 shares; 2024Q4: 88,613 shares; 2025Q1: 89,256 shares; 2025Q2: 89,462 shares; 2025Q3: 89,582 shares 89,582 $3.41M 0.67% +120 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,430 shares; 2024Q4: 90,961 shares; 2025Q1: 90,657 shares; 2025Q2: 87,810 shares; 2025Q3: 87,544 shares 87,544 $3.18M 0.62% -266 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,453 shares; 2024Q4: 6,453 shares; 2025Q1: 6,453 shares; 2025Q2: 6,368 shares; 2025Q3: 6,359 shares 6,359 $2.98M 0.58% -9 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,403 shares; 2024Q4: 14,388 shares; 2025Q1: 13,913 shares; 2025Q2: 12,688 shares; 2025Q3: 12,563 shares 12,563 $2.97M 0.58% -125 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,598 shares; 2024Q4: 35,598 shares; 2025Q1: 35,653 shares; 2025Q2: 35,598 shares; 2025Q3: 34,676 shares 34,676 $2.84M 0.56% -922 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,650 shares; 2024Q4: 139,623 shares; 2025Q1: 138,629 shares; 2025Q2: 141,873 shares; 2025Q3: 141,458 shares 141,458 $2.8M 0.55% -415 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,712 shares; 2024Q4: 11,713 shares; 2025Q1: 11,653 shares; 2025Q2: 10,797 shares; 2025Q3: 10,798 shares 10,798 $2.71M 0.53% +1 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 4,129 shares; 2025Q1: 4,089 shares; 2025Q2: 4,071 shares; 2025Q3: 4,072 shares 4,072 $2.71M 0.53% +1 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,351 shares; 2024Q4: 43,828 shares; 2025Q1: 45,241 shares; 2025Q2: 44,863 shares; 2025Q3: 49,470 shares 49,470 $2.51M 0.49% +4,607 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,100 shares; 2024Q4: 9,165 shares; 2025Q1: 9,100 shares; 2025Q2: 9,115 shares; 2025Q3: 8,368 shares 8,368 $2.35M 0.46% -747 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,874 shares; 2025Q1: 3,874 shares; 2025Q2: 3,894 shares; 2025Q3: 3,894 shares 3,894 $2.32M 0.45% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,096 shares; 2024Q4: 12,393 shares; 2025Q1: 12,404 shares; 2025Q2: 12,117 shares; 2025Q3: 12,028 shares 12,028 $2.23M 0.44% -89 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,094 shares; 2024Q4: 90,283 shares; 2025Q1: 90,018 shares; 2025Q2: 90,297 shares; 2025Q3: 94,573 shares 94,573 $2.2M 0.43% +4,276 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 3,371 shares; 2025Q1: 3,353 shares; 2025Q2: 2,731 shares; 2025Q3: 2,736 shares 2,736 $2.01M 0.39% +5 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 8,879 shares; 2025Q1: 8,720 shares; 2025Q2: 8,702 shares; 2025Q3: 8,620 shares 8,620 $2M 0.39% -82 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: 8,920 shares; 2025Q1: 8,910 shares; 2025Q2: 8,030 shares; 2025Q3: 8,030 shares 8,030 $1.98M 0.39% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,418 shares; 2024Q4: 10,489 shares; 2025Q1: 10,515 shares; 2025Q2: 8,802 shares; 2025Q3: 8,097 shares 8,097 $1.97M 0.38% -705 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,710 shares; 2024Q4: 10,710 shares; 2025Q1: 10,710 shares; 2025Q2: 15,410 shares; 2025Q3: 16,390 shares 16,390 $1.83M 0.36% +980 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,526 shares; 2024Q4: 10,213 shares; 2025Q1: 9,849 shares; 2025Q2: 9,434 shares; 2025Q3: 9,096 shares 9,096 $1.8M 0.35% -338 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,736 shares; 2024Q4: 42,988 shares; 2025Q1: 45,208 shares; 2025Q2: 47,094 shares; 2025Q3: 47,081 shares 47,081 $1.8M 0.35% -13 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 3,841 shares; 2025Q1: 3,841 shares; 2025Q2: 3,818 shares; 2025Q3: 3,803 shares 3,803 $1.76M 0.34% -15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,670 shares; 2025Q1: 16,285 shares; 2025Q2: 15,478 shares; 2025Q3: 18,621 shares 18,621 $1.75M 0.34% +3,143 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,211 shares; 2024Q4: 57,921 shares; 2025Q1: 57,930 shares; 2025Q2: 57,885 shares; 2025Q3: 57,671 shares 57,671 $1.71M 0.33% -214 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,492 shares; 2024Q4: 28,040 shares; 2025Q1: 27,900 shares; 2025Q2: 19,759 shares; 2025Q3: 17,556 shares 17,556 $1.64M 0.32% -2,203 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,514 shares 2,514 $1.63M 0.32% -16 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,609 shares; 2024Q4: 13,538 shares; 2025Q1: 13,659 shares; 2025Q2: 13,692 shares; 2025Q3: 13,620 shares 13,620 $1.62M 0.32% -72 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,785 shares; 2024Q4: 32,785 shares; 2025Q1: 32,785 shares; 2025Q2: 32,785 shares; 2025Q3: 33,585 shares 33,585 $1.6M 0.31% +800 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,407 shares; 2024Q4: 36,207 shares; 2025Q1: 31,824 shares; 2025Q2: 31,824 shares; 2025Q3: 30,404 shares 30,404 $1.6M 0.31% -1,420 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,633 shares; 2025Q1: 2,633 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares 2,633 $1.58M 0.31% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 5,526 shares; 2025Q1: 5,526 shares; 2025Q2: 5,026 shares; 2025Q3: 4,926 shares 4,926 $1.55M 0.3% -100 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,453 shares; 2024Q4: 55,519 shares; 2025Q1: 55,417 shares; 2025Q2: 54,295 shares; 2025Q3: 54,429 shares 54,429 $1.52M 0.3% +134 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,838 shares; 2024Q4: 6,839 shares; 2025Q1: 6,275 shares; 2025Q2: 6,237 shares; 2025Q3: 6,217 shares 6,217 $1.5M 0.29% -20 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,909 shares; 2024Q4: 16,909 shares; 2025Q1: 19,509 shares; 2025Q2: 19,867 shares; 2025Q3: 19,867 shares 19,867 $1.46M 0.29% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,186 shares; 2024Q4: 15,186 shares; 2025Q1: 15,186 shares; 2025Q2: 15,186 shares; 2025Q3: 15,186 shares 15,186 $1.42M 0.28% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,855 shares; 2025Q1: 4,831 shares; 2025Q2: 4,116 shares; 2025Q3: 4,097 shares 4,097 $1.4M 0.27% -19 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,234 shares; 2024Q4: 17,906 shares; 2025Q1: 17,895 shares; 2025Q2: 17,949 shares; 2025Q3: 17,204 shares 17,204 $1.38M 0.27% -745 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 963 shares; 2025Q1: 963 shares; 2025Q2: 12,750 shares; 2025Q3: 12,750 shares 12,750 $1.37M 0.27% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,689 shares; 2024Q4: 54,475 shares; 2025Q1: 53,834 shares; 2025Q2: 39,892 shares; 2025Q3: 39,716 shares 39,716 $1.24M 0.24% -176 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,128 shares; 2025Q2: 35,029 shares; 2025Q3: 55,425 shares 55,425 $1.2M 0.23% +20,396 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 10,075 shares; 2025Q1: 9,675 shares; 2025Q2: 8,975 shares; 2025Q3: 8,975 shares 8,975 $1.15M 0.22% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,956 shares; 2024Q4: 18,541 shares; 2025Q1: 18,006 shares; 2025Q2: 17,056 shares; 2025Q3: 16,706 shares 16,706 $1.14M 0.22% -350 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,952 shares; 2024Q4: 5,952 shares; 2025Q1: 5,953 shares; 2025Q2: 5,953 shares; 2025Q3: 6,021 shares 6,021 $1.14M 0.22% +68 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,034 shares; 2024Q4: 20,042 shares; 2025Q1: 20,025 shares; 2025Q2: 19,797 shares; 2025Q3: 18,696 shares 18,696 $1.12M 0.22% -1,101 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 4,142 shares; 2025Q1: 3,942 shares; 2025Q2: 3,717 shares; 2025Q3: 3,717 shares 3,717 $1.09M 0.21% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 4,178 shares; 2025Q1: 4,153 shares; 2025Q2: 4,153 shares; 2025Q3: 4,153 shares 4,153 $1.08M 0.21% 0 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,225 shares 63,225 $1.07M 0.21% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,912 shares; 2024Q4: 2,970 shares; 2025Q1: 3,354 shares; 2025Q2: 3,254 shares; 2025Q3: 3,265 shares 3,265 $1.07M 0.21% +11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,563 shares; 2024Q4: 29,913 shares; 2025Q1: 30,286 shares; 2025Q2: 28,320 shares; 2025Q3: 28,237 shares 28,237 $1.05M 0.21% -83 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,069 shares; 2024Q4: 52,825 shares; 2025Q1: 52,016 shares; 2025Q2: 52,544 shares; 2025Q3: 52,524 shares 52,524 $1.05M 0.21% -20 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,127 shares; 2025Q1: 3,067 shares; 2025Q2: 3,015 shares; 2025Q3: 2,877 shares 2,877 $1.02M 0.2% -138 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,454 shares; 2024Q4: 40,362 shares; 2025Q1: 40,362 shares; 2025Q2: 38,304 shares; 2025Q3: 38,404 shares 38,404 $1.01M 0.2% +100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,241 shares; 2024Q4: 30,276 shares; 2025Q1: 30,085 shares; 2025Q2: 22,632 shares; 2025Q3: 22,666 shares 22,666 $1.01M 0.2% +34 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,749 shares; 2025Q1: 1,849 shares; 2025Q2: 4,675 shares; 2025Q3: 6,642 shares 6,642 $1M 0.2% +1,967 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 6,616 shares; 2025Q1: 6,466 shares; 2025Q2: 6,441 shares; 2025Q3: 6,441 shares 6,441 $990K 0.19% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,951 shares; 2025Q1: 4,971 shares; 2025Q2: 4,446 shares; 2025Q3: 4,496 shares 4,496 $987K 0.19% +50 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,209 shares; 2025Q2: 33,255 shares; 2025Q3: 31,565 shares 31,565 $986K 0.19% -1,690 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,910 shares; 2025Q1: 2,910 shares; 2025Q2: 2,910 shares; 2025Q3: 2,910 shares 2,910 $967K 0.19% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,035 shares; 2024Q4: 6,785 shares; 2025Q1: 6,570 shares; 2025Q2: 4,500 shares; 2025Q3: 6,722 shares 6,722 $944K 0.18% +2,222 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,095 shares; 2024Q4: 6,845 shares; 2025Q1: 6,845 shares; 2025Q2: 6,867 shares; 2025Q3: 6,745 shares 6,745 $903K 0.18% -122 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,964 shares; 2025Q3: 9,205 shares 9,205 $890K 0.17% +2,241 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,031 shares; 2024Q4: 20,031 shares; 2025Q1: 20,031 shares; 2025Q2: 20,031 shares; 2025Q3: 20,031 shares 20,031 $881K 0.17% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,545 shares; 2024Q4: 46,250 shares; 2025Q1: 50,210 shares; 2025Q2: 48,288 shares; 2025Q3: 47,494 shares 47,494 $855K 0.17% -794 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,967 shares; 2024Q4: 17,223 shares; 2025Q1: 15,921 shares; 2025Q2: 16,409 shares; 2025Q3: 16,667 shares 16,667 $839K 0.16% +258 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,299 shares; 2024Q4: 7,325 shares; 2025Q1: 7,326 shares; 2025Q2: 7,327 shares; 2025Q3: 7,328 shares 7,328 $826K 0.16% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,480 shares; 2024Q4: 32,840 shares; 2025Q1: 32,840 shares; 2025Q2: 32,757 shares; 2025Q3: 32,757 shares 32,757 $799K 0.16% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares 1,570 $783K 0.15% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,022 shares; 2024Q4: 23,560 shares; 2025Q1: 23,560 shares; 2025Q2: 22,520 shares; 2025Q3: 22,420 shares 22,420 $780K 0.15% -100 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 5,588 shares; 2025Q1: 5,569 shares; 2025Q2: 4,880 shares; 2025Q3: 4,882 shares 4,882 $758K 0.15% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,177 shares; 2025Q1: 21,028 shares; 2025Q2: 30,316 shares; 2025Q3: 31,623 shares 31,623 $754K 0.15% +1,307 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,279 shares; 2024Q4: 5,139 shares; 2025Q1: 5,114 shares; 2025Q2: 4,614 shares; 2025Q3: 4,458 shares 4,458 $746K 0.15% -156 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,122 shares; 2025Q1: 2,122 shares; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares 2,122 $733K 0.14% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 5,146 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares; 2025Q3: 5,146 shares 5,146 $721K 0.14% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,023 shares; 2025Q1: 3,023 shares; 2025Q2: 2,974 shares; 2025Q3: 2,824 shares 2,824 $688K 0.13% -150 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,518 shares; 2025Q1: 1,518 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares 1,518 $679K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,519 shares; 2024Q4: 8,529 shares; 2025Q1: 8,541 shares; 2025Q2: 8,056 shares; 2025Q3: 8,070 shares 8,070 $677K 0.13% +14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,055 shares; 2024Q4: 22,055 shares; 2025Q1: 21,521 shares; 2025Q2: 19,554 shares; 2025Q3: 19,561 shares 19,561 $674K 0.13% +7 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,179 shares; 2024Q4: 5,179 shares; 2025Q1: 5,179 shares; 2025Q2: 5,179 shares; 2025Q3: 5,147 shares 5,147 $668K 0.13% -32 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,458 shares; 2024Q4: 6,458 shares; 2025Q1: 6,458 shares; 2025Q2: 6,458 shares; 2025Q3: 6,458 shares 6,458 $647K 0.13% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,402 shares; 2024Q4: 24,506 shares; 2025Q1: 24,506 shares; 2025Q2: 24,506 shares; 2025Q3: 23,531 shares 23,531 $634K 0.12% -975 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,671 shares; 2024Q4: 6,671 shares; 2025Q1: 6,671 shares; 2025Q2: 6,671 shares; 2025Q3: 6,571 shares 6,571 $634K 0.12% -100 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 947 shares; 2025Q3: 947 shares 947 $634K 0.12% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,383 shares; 2024Q4: 7,384 shares; 2025Q1: 7,384 shares; 2025Q2: 7,385 shares; 2025Q3: 7,408 shares 7,408 $627K 0.12% +23 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,976 shares; 2024Q4: 10,048 shares; 2025Q1: 9,248 shares; 2025Q2: 9,284 shares; 2025Q3: 9,320 shares 9,320 $618K 0.12% +36 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,585 shares; 2024Q4: 20,618 shares; 2025Q1: 19,667 shares; 2025Q2: 21,697 shares; 2025Q3: 21,644 shares 21,644 $605K 0.12% -53 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,663 shares; 2024Q4: 14,763 shares; 2025Q1: 18,943 shares; 2025Q2: 19,524 shares; 2025Q3: 21,454 shares 21,454 $596K 0.12% +1,930 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,116 shares; 2024Q4: 7,152 shares; 2025Q1: 7,219 shares; 2025Q2: 7,120 shares; 2025Q3: 7,022 shares 7,022 $589K 0.12% -98 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares 2,550 $581K 0.11% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 663 shares; 2025Q3: 613 shares 613 $567K 0.11% -50 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares 2,850 $531K 0.1% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,201 shares; 2024Q4: 11,201 shares; 2025Q1: 11,201 shares; 2025Q2: 11,201 shares; 2025Q3: 11,201 shares 11,201 $526K 0.1% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 2,996 shares; 2025Q1: 2,996 shares; 2025Q2: 3,051 shares; 2025Q3: 3,058 shares 3,058 $509K 0.1% +7 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,952 shares; 2024Q4: 6,952 shares; 2025Q1: 6,952 shares; 2025Q2: 6,933 shares; 2025Q3: 6,893 shares 6,893 $502K 0.1% -40 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,419 shares; 2024Q4: 5,499 shares; 2025Q1: 5,419 shares; 2025Q2: 5,419 shares; 2025Q3: 5,235 shares 5,235 $499K 0.1% -184 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,290 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,450 shares 3,450 $490K 0.1% +200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,065 shares; 2024Q4: 21,565 shares; 2025Q1: 18,567 shares; 2025Q2: 17,467 shares; 2025Q3: 17,367 shares 17,367 $480K 0.09% -100 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 411 shares 411 $479K 0.09% +5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,662 shares; 2024Q4: 6,092 shares; 2025Q1: 5,607 shares; 2025Q2: 3,571 shares; 2025Q3: 3,571 shares 3,571 $465K 0.09% 0 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,823 shares; 2024Q4: 9,903 shares; 2025Q1: 9,903 shares; 2025Q2: 9,879 shares; 2025Q3: 9,879 shares 9,879 $452K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,223 shares; 2024Q4: 10,395 shares; 2025Q1: 10,266 shares; 2025Q2: 9,737 shares; 2025Q3: 9,737 shares 9,737 $436K 0.09% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: 1,520 shares; 2025Q3: 1,485 shares 1,485 $419K 0.08% -35 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 1,652 shares; 2025Q1: 1,652 shares; 2025Q2: 1,682 shares; 2025Q3: 2,032 shares 2,032 $414K 0.08% +350 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares 3,800 $408K 0.08% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 9,800 shares; 2025Q1: 8,100 shares; 2025Q2: 7,900 shares; 2025Q3: 7,800 shares 7,800 $405K 0.08% -100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 17,828 shares; 2025Q1: 16,409 shares; 2025Q2: 16,552 shares; 2025Q3: 16,558 shares 16,558 $396K 0.08% +6 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $392K 0.08% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,025 shares; 2024Q4: 14,025 shares; 2025Q1: 14,025 shares; 2025Q2: 12,025 shares; 2025Q3: 11,625 shares 11,625 $390K 0.08% -400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,596 shares; 2025Q1: 1,496 shares; 2025Q2: 1,399 shares; 2025Q3: 1,391 shares 1,391 $389K 0.08% -8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,521 shares; 2024Q4: 5,578 shares; 2025Q1: 4,978 shares; 2025Q2: 3,073 shares; 2025Q3: 3,073 shares 3,073 $387K 0.08% 0 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,088 shares; 2024Q4: 9,610 shares; 2025Q1: 9,610 shares; 2025Q2: 9,610 shares; 2025Q3: 9,610 shares 9,610 $385K 0.08% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,164 shares; 2025Q2: 8,773 shares; 2025Q3: 9,424 shares 9,424 $381K 0.07% +651 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares 1,450 $357K 0.07% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 11,809 shares; 2025Q1: 11,817 shares; 2025Q2: 11,825 shares; 2025Q3: 12,203 shares 12,203 $355K 0.07% +378 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 7,216 shares; 2025Q1: 7,216 shares; 2025Q2: 7,216 shares; 2025Q3: 7,216 shares 7,216 $349K 0.07% 0 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,808 shares; 2024Q4: 8,013 shares; 2025Q1: 7,988 shares; 2025Q2: 7,980 shares; 2025Q3: 7,980 shares 7,980 $337K 0.07% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares 10,400 $336K 0.07% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,037 shares; 2025Q2: 7,647 shares; 2025Q3: 10,406 shares 10,406 $330K 0.06% +2,759 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,554 shares; 2025Q2: 9,554 shares; 2025Q3: 9,554 shares 9,554 $314K 0.06% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 7,600 shares; 2025Q3: 7,600 shares 7,600 $312K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,535 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,425 shares 1,425 $308K 0.06% -75 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,855 shares; 2024Q4: 7,855 shares; 2025Q1: 7,855 shares; 2025Q2: 7,855 shares; 2025Q3: 7,280 shares 7,280 $295K 0.06% -575 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,200 shares; 2025Q1: 10,390 shares; 2025Q2: 8,867 shares; 2025Q3: 8,867 shares 8,867 $293K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,710 shares; 2025Q2: 1,335 shares; 2025Q3: 1,235 shares 1,235 $291K 0.06% -100 Timeline PFIX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,968 shares 5,968 $287K 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,100 shares; 2024Q4: 18,400 shares; 2025Q1: 19,104 shares; 2025Q2: 21,000 shares; 2025Q3: 22,975 shares 22,975 $282K 0.06% +1,975 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,335 shares; 2024Q4: 13,841 shares; 2025Q1: 13,844 shares; 2025Q2: 13,849 shares; 2025Q3: 13,083 shares 13,083 $282K 0.06% -766 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,017 shares; 2024Q4: 7,712 shares; 2025Q1: 6,888 shares; 2025Q2: 6,885 shares; 2025Q3: 6,380 shares 6,380 $282K 0.06% -505 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,836 shares; 2024Q4: 18,770 shares; 2025Q1: 18,507 shares; 2025Q2: 18,555 shares; 2025Q3: 18,498 shares 18,498 $281K 0.05% -57 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 5,130 shares; 2025Q1: 5,130 shares; 2025Q2: 5,130 shares; 2025Q3: 4,945 shares 4,945 $274K 0.05% -185 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,150 shares; 2025Q1: 3,040 shares; 2025Q2: 3,010 shares; 2025Q3: 2,935 shares 2,935 $263K 0.05% -75 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,251 shares; 2024Q4: 5,086 shares; 2025Q1: 5,086 shares; 2025Q2: 4,586 shares; 2025Q3: 4,380 shares 4,380 $261K 0.05% -206 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 858 shares; 2025Q3: 858 shares 858 $261K 0.05% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 566 shares 566 $259K 0.05% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $256K 0.05% 0 Timeline BKCH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,970 shares 2,970 $256K 0.05% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,666 shares; 2025Q2: 3,798 shares; 2025Q3: 3,816 shares 3,816 $252K 0.05% +18 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,250 shares 2,250 $250K 0.05% -200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,727 shares; 2024Q4: 1,472 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,322 shares 1,322 $247K 0.05% -50 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: not reported; 2025Q1: 5,747 shares; 2025Q2: 5,747 shares; 2025Q3: 5,747 shares 5,747 $246K 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares 1,555 $241K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,570 shares; 2025Q2: 5,570 shares; 2025Q3: 5,570 shares 5,570 $232K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,810 shares 1,810 $223K 0.04% -50 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: not reported; 2025Q1: 2,036 shares; 2025Q2: 2,037 shares; 2025Q3: 1,872 shares 1,872 $210K 0.04% -165 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,781 shares 3,781 $201K 0.04% new Timeline