SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,531,095 shares; 2024Q4: 3,540,572 shares; 2025Q1: 3,692,715 shares; 2025Q2: 3,772,865 shares; 2025Q3: 3,838,024 shares; 2025Q4: 3,816,895 shares 3,816,895 $306M 8.47% -21,129 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,626 shares; 2024Q4: 216,289 shares; 2025Q1: 223,051 shares; 2025Q2: 205,354 shares; 2025Q3: 211,654 shares; 2025Q4: 203,887 shares 203,887 $140M 3.86% -7,767 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,902,729 shares; 2024Q4: 1,970,788 shares; 2025Q1: 2,217,830 shares; 2025Q2: 2,440,985 shares; 2025Q3: 2,785,650 shares; 2025Q4: 2,886,258 shares 2,886,258 $133M 3.68% +100,608 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,227,512 shares; 2024Q4: 1,265,413 shares; 2025Q1: 1,358,162 shares; 2025Q2: 1,243,140 shares; 2025Q3: 1,267,347 shares; 2025Q4: 1,266,698 shares 1,266,698 $113M 3.14% -649 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936,587 shares; 2024Q4: 953,845 shares; 2025Q1: 906,484 shares; 2025Q2: 976,670 shares; 2025Q3: 1,008,374 shares; 2025Q4: 1,023,321 shares 1,023,321 $68.8M 1.9% +14,947 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565,009 shares; 2024Q4: 619,148 shares; 2025Q1: 1,100,599 shares; 2025Q2: 1,250,002 shares; 2025Q3: 1,387,594 shares; 2025Q4: 1,446,055 shares 1,446,055 $68.5M 1.89% +58,461 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 838 shares; 2025Q1: 1,886,630 shares; 2025Q2: 1,760,733 shares; 2025Q3: 1,797,575 shares; 2025Q4: 1,803,707 shares 1,803,707 $65.6M 1.82% +6,132 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,159,214 shares; 2024Q4: 2,195,217 shares; 2025Q1: 2,485,292 shares; 2025Q2: 2,516,422 shares; 2025Q3: 2,717,011 shares; 2025Q4: 2,733,805 shares 2,733,805 $65.5M 1.81% +16,794 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,988 shares; 2024Q4: 115,631 shares; 2025Q1: 120,108 shares; 2025Q2: 122,518 shares; 2025Q3: 125,000 shares; 2025Q4: 125,079 shares 125,079 $60.5M 1.67% +79 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,601 shares; 2024Q4: 431,763 shares; 2025Q1: 1,470,221 shares; 2025Q2: 1,431,982 shares; 2025Q3: 1,721,784 shares; 2025Q4: 1,713,954 shares 1,713,954 $57.9M 1.6% -7,830 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,702 shares; 2024Q4: 501,168 shares; 2025Q1: 556,205 shares; 2025Q2: 540,412 shares; 2025Q3: 593,493 shares; 2025Q4: 713,555 shares 713,555 $56.2M 1.56% +120,062 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,944 shares; 2024Q4: 38,646 shares; 2025Q1: 617,457 shares; 2025Q2: 1,335,749 shares; 2025Q3: 1,412,767 shares; 2025Q4: 1,436,571 shares 1,436,571 $55.9M 1.55% +23,804 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956,771 shares; 2024Q4: 1,984,963 shares; 2025Q1: 2,151,545 shares; 2025Q2: 2,222,540 shares; 2025Q3: 2,299,700 shares; 2025Q4: 2,346,579 shares 2,346,579 $55.5M 1.54% +46,879 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,221 shares; 2024Q4: 203,564 shares; 2025Q1: 197,230 shares; 2025Q2: 196,885 shares; 2025Q3: 202,071 shares; 2025Q4: 203,373 shares 203,373 $55.3M 1.53% +1,302 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,945 shares; 2024Q4: 354,402 shares; 2025Q1: 335,828 shares; 2025Q2: 336,843 shares; 2025Q3: 341,349 shares; 2025Q4: 333,736 shares 333,736 $49.6M 1.37% -7,613 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,263 shares; 2025Q1: 250,997 shares; 2025Q2: 537,908 shares; 2025Q3: 821,675 shares; 2025Q4: 937,476 shares 937,476 $42.7M 1.18% +115,801 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,462 shares; 2024Q4: 136,539 shares; 2025Q1: 155,754 shares; 2025Q2: 423,669 shares; 2025Q3: 494,576 shares; 2025Q4: 641,081 shares 641,081 $39M 1.08% +146,505 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,085 shares; 2024Q4: 32,866 shares; 2025Q1: 74,956 shares; 2025Q2: 81,655 shares; 2025Q3: 108,901 shares; 2025Q4: 109,105 shares 109,105 $37.4M 1.04% +204 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,924 shares; 2024Q4: 187,389 shares; 2025Q1: 198,512 shares; 2025Q2: 259,097 shares; 2025Q3: 266,579 shares; 2025Q4: 280,059 shares 280,059 $34.5M 0.96% +13,480 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,765 shares; 2024Q4: 36,552 shares; 2025Q1: 37,009 shares; 2025Q2: 37,802 shares; 2025Q3: 37,453 shares; 2025Q4: 37,048 shares 37,048 $32.6M 0.9% -405 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,667 shares; 2024Q4: 615,638 shares; 2025Q1: 516,986 shares; 2025Q2: 590,876 shares; 2025Q3: 612,794 shares; 2025Q4: 626,173 shares 626,173 $31.3M 0.87% +13,379 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,303 shares; 2025Q4: 814,633 shares 814,633 $30.8M 0.85% +808,330 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,078 shares; 2024Q4: 225,002 shares; 2025Q1: 249,359 shares; 2025Q2: 403,000 shares; 2025Q3: 402,716 shares; 2025Q4: 414,179 shares 414,179 $28.8M 0.8% +11,463 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: 1,128 shares; 2025Q2: 1,128 shares; 2025Q3: 562,924 shares; 2025Q4: 562,631 shares 562,631 $28.6M 0.79% -293 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,604 shares; 2024Q4: 226,428 shares; 2025Q1: 231,071 shares; 2025Q2: 241,169 shares; 2025Q3: 241,542 shares; 2025Q4: 241,762 shares 241,762 $28.2M 0.78% +220 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,487 shares; 2024Q4: 59,558 shares; 2025Q1: 63,627 shares; 2025Q2: 62,225 shares; 2025Q3: 92,647 shares; 2025Q4: 89,678 shares 89,678 $28.1M 0.78% -2,969 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,168 shares; 2024Q4: 141,443 shares; 2025Q1: 147,133 shares; 2025Q2: 151,798 shares; 2025Q3: 154,124 shares; 2025Q4: 152,156 shares 152,156 $27.9M 0.77% -1,968 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,340 shares; 2024Q4: 237,484 shares; 2025Q1: 239,725 shares; 2025Q2: 235,069 shares; 2025Q3: 238,331 shares; 2025Q4: 240,153 shares 240,153 $26.8M 0.74% +1,822 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,681 shares; 2024Q4: 87,925 shares; 2025Q1: 89,346 shares; 2025Q2: 91,643 shares; 2025Q3: 67,457 shares; 2025Q4: 75,449 shares 75,449 $26.1M 0.72% +7,992 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,650 shares; 2024Q4: 131,870 shares; 2025Q1: 148,195 shares; 2025Q2: 152,537 shares; 2025Q3: 214,757 shares; 2025Q4: 228,240 shares 228,240 $24.4M 0.67% +13,483 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,569 shares; 2024Q4: 82,672 shares; 2025Q1: 195,935 shares; 2025Q2: 300,369 shares; 2025Q3: 367,252 shares; 2025Q4: 415,343 shares 415,343 $22.8M 0.63% +48,091 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,451 shares; 2024Q4: 115,355 shares; 2025Q1: 118,081 shares; 2025Q2: 123,803 shares; 2025Q3: 126,721 shares; 2025Q4: 126,000 shares 126,000 $22.4M 0.62% -721 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,227 shares; 2024Q4: 198,001 shares; 2025Q1: 399,284 shares; 2025Q2: 396,971 shares; 2025Q3: 404,832 shares; 2025Q4: 424,168 shares 424,168 $22.2M 0.62% +19,336 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123,774 shares; 2024Q4: 1,120,029 shares; 2025Q1: 646,187 shares; 2025Q2: 660,306 shares; 2025Q3: 667,744 shares; 2025Q4: 706,302 shares 706,302 $22.2M 0.61% +38,558 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,356 shares; 2024Q4: 56,840 shares; 2025Q1: 69,579 shares; 2025Q2: 74,274 shares; 2025Q3: 80,116 shares; 2025Q4: 103,353 shares 103,353 $21.9M 0.61% +23,237 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,219 shares; 2024Q4: 87,604 shares; 2025Q1: 92,827 shares; 2025Q2: 95,420 shares; 2025Q3: 95,304 shares; 2025Q4: 94,158 shares 94,158 $21.7M 0.6% -1,146 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,299 shares; 2024Q4: 160,337 shares; 2025Q1: 165,278 shares; 2025Q2: 171,994 shares; 2025Q3: 175,251 shares; 2025Q4: 175,715 shares 175,715 $21M 0.58% +464 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,163 shares; 2025Q2: 107,012 shares; 2025Q3: 534,105 shares; 2025Q4: 675,557 shares 675,557 $20.6M 0.57% +141,452 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,544 shares; 2024Q4: 48,741 shares; 2025Q1: 50,010 shares; 2025Q2: 51,978 shares; 2025Q3: 54,310 shares; 2025Q4: 55,811 shares 55,811 $19.6M 0.54% +1,501 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,374 shares; 2024Q4: 27,823 shares; 2025Q1: 32,775 shares; 2025Q2: 33,324 shares; 2025Q3: 38,314 shares; 2025Q4: 38,888 shares 38,888 $19M 0.52% +574 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,282 shares; 2024Q4: 381,040 shares; 2025Q1: 415,214 shares; 2025Q2: 426,077 shares; 2025Q3: 401,785 shares; 2025Q4: 390,480 shares 390,480 $18.2M 0.5% -11,305 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 54,927 shares; 2025Q1: 166,503 shares; 2025Q2: 283,811 shares; 2025Q3: 344,621 shares; 2025Q4: 358,539 shares 358,539 $17.9M 0.5% +13,918 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,128 shares; 2024Q4: 125,357 shares; 2025Q1: 130,432 shares; 2025Q2: 136,529 shares; 2025Q3: 144,142 shares; 2025Q4: 147,244 shares 147,244 $17M 0.47% +3,102 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,493 shares; 2024Q4: 65,030 shares; 2025Q1: 65,656 shares; 2025Q2: 85,921 shares; 2025Q3: 85,944 shares; 2025Q4: 90,021 shares 90,021 $16.8M 0.46% +4,077 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 26,391 shares; 2025Q1: 27,503 shares; 2025Q2: 29,010 shares; 2025Q3: 30,647 shares; 2025Q4: 31,798 shares 31,798 $16.6M 0.46% +1,151 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,702 shares; 2024Q4: 44,510 shares; 2025Q1: 47,810 shares; 2025Q2: 51,471 shares; 2025Q3: 54,399 shares; 2025Q4: 56,092 shares 56,092 $16.5M 0.46% +1,693 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,740 shares; 2024Q4: 28,556 shares; 2025Q1: 28,751 shares; 2025Q2: 33,036 shares; 2025Q3: 32,998 shares; 2025Q4: 32,557 shares 32,557 $16.4M 0.45% -441 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,654 shares; 2024Q4: 55,350 shares; 2025Q1: 54,996 shares; 2025Q2: 52,832 shares; 2025Q3: 50,604 shares; 2025Q4: 50,071 shares 50,071 $16.1M 0.45% -533 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,906 shares; 2024Q4: 51,128 shares; 2025Q1: 57,565 shares; 2025Q2: 59,049 shares; 2025Q3: 70,618 shares; 2025Q4: 83,371 shares 83,371 $15.9M 0.44% +12,753 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,668 shares; 2024Q4: 189,391 shares; 2025Q1: 121,735 shares; 2025Q2: 128,528 shares; 2025Q3: 138,218 shares; 2025Q4: 148,571 shares 148,571 $15.9M 0.44% +10,353 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,480 shares; 2024Q4: 131,550 shares; 2025Q1: 150,994 shares; 2025Q2: 191,668 shares; 2025Q3: 322,450 shares; 2025Q4: 334,630 shares 334,630 $15.7M 0.43% +12,180 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,876 shares; 2024Q4: 85,091 shares; 2025Q1: 88,775 shares; 2025Q2: 95,414 shares; 2025Q3: 103,352 shares; 2025Q4: 108,191 shares 108,191 $15.5M 0.43% +4,839 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,039 shares; 2024Q4: 34,352 shares; 2025Q1: 35,429 shares; 2025Q2: 37,502 shares; 2025Q3: 38,853 shares; 2025Q4: 39,882 shares 39,882 $15.3M 0.42% +1,029 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,547 shares; 2024Q4: 124,882 shares; 2025Q1: 134,622 shares; 2025Q2: 144,910 shares; 2025Q3: 155,330 shares; 2025Q4: 163,155 shares 163,155 $15.3M 0.42% +7,825 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,120 shares; 2024Q4: 121,300 shares; 2025Q1: 130,732 shares; 2025Q2: 141,246 shares; 2025Q3: 151,861 shares; 2025Q4: 157,837 shares 157,837 $15.2M 0.42% +5,976 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,567 shares; 2024Q4: 54,550 shares; 2025Q1: 152,569 shares; 2025Q2: 283,743 shares; 2025Q3: 360,040 shares; 2025Q4: 391,792 shares 391,792 $15M 0.41% +31,752 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,695 shares; 2024Q4: 10,695 shares; 2025Q1: 11,206 shares; 2025Q2: 11,206 shares; 2025Q3: 242,443 shares; 2025Q4: 240,793 shares 240,793 $14.8M 0.41% -1,650 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,412 shares; 2024Q4: 77,890 shares; 2025Q1: 83,630 shares; 2025Q2: 92,062 shares; 2025Q3: 97,106 shares; 2025Q4: 100,249 shares 100,249 $14.4M 0.4% +3,143 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009,250 shares; 2024Q4: 1,009,491 shares; 2025Q1: 100,418 shares; 2025Q2: 185,222 shares; 2025Q3: 195,599 shares; 2025Q4: 218,070 shares 218,070 $14.4M 0.4% +22,471 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 40 shares; 2025Q1: 30,131 shares; 2025Q2: 79,459 shares; 2025Q3: 100,481 shares; 2025Q4: 140,252 shares 140,252 $14.3M 0.39% +39,771 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,498 shares; 2024Q4: 44,424 shares; 2025Q1: 44,655 shares; 2025Q2: 46,882 shares; 2025Q3: 65,756 shares; 2025Q4: 182,506 shares 182,506 $14.2M 0.39% +116,750 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,129 shares; 2024Q4: 26,807 shares; 2025Q1: 123,374 shares; 2025Q2: 117,454 shares; 2025Q3: 173,391 shares; 2025Q4: 173,778 shares 173,778 $14.1M 0.39% +387 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,361 shares; 2024Q4: 88,675 shares; 2025Q1: 93,742 shares; 2025Q2: 99,463 shares; 2025Q3: 106,874 shares; 2025Q4: 112,202 shares 112,202 $14.1M 0.39% +5,328 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 29,030 shares; 2025Q1: 136,159 shares; 2025Q2: 231,454 shares; 2025Q3: 286,260 shares; 2025Q4: 308,969 shares 308,969 $13.7M 0.38% +22,709 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,566 shares; 2024Q4: 46,781 shares; 2025Q1: 50,816 shares; 2025Q2: 56,861 shares; 2025Q3: 63,792 shares; 2025Q4: 69,014 shares 69,014 $13.4M 0.37% +5,222 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,536 shares; 2024Q4: 43,271 shares; 2025Q1: 44,227 shares; 2025Q2: 44,797 shares; 2025Q3: 111,807 shares; 2025Q4: 114,223 shares 114,223 $13M 0.36% +2,416 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,122 shares; 2024Q4: 47,271 shares; 2025Q1: 53,295 shares; 2025Q2: 53,774 shares; 2025Q3: 55,859 shares; 2025Q4: 57,147 shares 57,147 $12.6M 0.35% +1,288 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,773 shares; 2025Q2: 28,295 shares; 2025Q3: 209,742 shares; 2025Q4: 351,208 shares 351,208 $12.5M 0.34% +141,466 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,680 shares; 2024Q4: 50,877 shares; 2025Q1: 55,090 shares; 2025Q2: 58,793 shares; 2025Q3: 64,152 shares; 2025Q4: 68,594 shares 68,594 $12M 0.33% +4,442 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,347 shares; 2024Q4: 36,905 shares; 2025Q1: 38,852 shares; 2025Q2: 41,951 shares; 2025Q3: 45,654 shares; 2025Q4: 48,569 shares 48,569 $12M 0.33% +2,915 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,767 shares; 2024Q4: 192,011 shares; 2025Q1: 199,248 shares; 2025Q2: 96,924 shares; 2025Q3: 107,291 shares; 2025Q4: 99,494 shares 99,494 $12M 0.33% -7,797 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,333 shares; 2025Q1: 116,898 shares; 2025Q2: 316,828 shares; 2025Q3: 362,196 shares; 2025Q4: 432,799 shares 432,799 $11.8M 0.33% +70,603 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,518 shares; 2025Q1: 43,472 shares; 2025Q2: 154,632 shares; 2025Q3: 285,136 shares; 2025Q4: 363,888 shares 363,888 $11.6M 0.32% +78,752 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,201 shares; 2024Q4: 22,912 shares; 2025Q1: 31,974 shares; 2025Q2: 33,258 shares; 2025Q3: 34,254 shares; 2025Q4: 34,536 shares 34,536 $11.6M 0.32% +282 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,558 shares; 2024Q4: 247,916 shares; 2025Q1: 232,965 shares; 2025Q2: 240,428 shares; 2025Q3: 246,642 shares; 2025Q4: 244,278 shares 244,278 $11.4M 0.32% -2,364 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,231 shares; 2024Q4: 400,950 shares; 2025Q1: 415,547 shares; 2025Q2: 417,477 shares; 2025Q3: 428,855 shares; 2025Q4: 438,750 shares 438,750 $10.9M 0.3% +9,895 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,691 shares; 2024Q4: 89,276 shares; 2025Q1: 94,875 shares; 2025Q2: 103,045 shares; 2025Q3: 99,841 shares; 2025Q4: 102,882 shares 102,882 $10.8M 0.3% +3,041 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158,511 shares 158,511 $10.8M 0.3% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,280 shares; 2024Q4: 182,963 shares; 2025Q1: 177,197 shares; 2025Q2: 187,316 shares; 2025Q3: 192,361 shares; 2025Q4: 187,902 shares 187,902 $10.8M 0.3% -4,459 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,942 shares; 2024Q4: 73,633 shares; 2025Q1: 184,933 shares; 2025Q2: 293,201 shares; 2025Q3: 375,706 shares; 2025Q4: 405,814 shares 405,814 $10.8M 0.3% +30,108 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 14,026 shares; 2025Q1: 45,495 shares; 2025Q2: 81,268 shares; 2025Q3: 94,816 shares; 2025Q4: 102,816 shares 102,816 $10.5M 0.29% +8,000 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,688 shares; 2024Q4: 57,713 shares; 2025Q1: 62,275 shares; 2025Q2: 67,898 shares; 2025Q3: 75,808 shares; 2025Q4: 82,034 shares 82,034 $10.3M 0.29% +6,226 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,054 shares; 2024Q4: 64,107 shares; 2025Q1: 68,988 shares; 2025Q2: 69,405 shares; 2025Q3: 68,430 shares; 2025Q4: 68,402 shares 68,402 $9.82M 0.27% -28 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,967 shares; 2024Q4: 30,444 shares; 2025Q1: 33,522 shares; 2025Q2: 31,611 shares; 2025Q3: 32,065 shares; 2025Q4: 30,970 shares 30,970 $9.72M 0.27% -1,095 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,960 shares; 2024Q4: 53,127 shares; 2025Q1: 493,995 shares; 2025Q2: 269,407 shares; 2025Q3: 258,947 shares; 2025Q4: 183,514 shares 183,514 $9.68M 0.27% -75,433 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,742 shares; 2024Q4: 17,130 shares; 2025Q1: 17,226 shares; 2025Q2: 17,340 shares; 2025Q3: 17,442 shares; 2025Q4: 31,751 shares 31,751 $9.65M 0.27% +14,309 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,903 shares; 2025Q1: 94,181 shares; 2025Q2: 171,358 shares; 2025Q3: 214,221 shares; 2025Q4: 225,402 shares 225,402 $9.64M 0.27% +11,181 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 15,051 shares; 2025Q1: 9,674 shares; 2025Q2: 56,537 shares; 2025Q3: 98,748 shares; 2025Q4: 183,808 shares 183,808 $9.28M 0.26% +85,060 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,458 shares; 2024Q4: 20,028 shares; 2025Q1: 43,819 shares; 2025Q2: 54,691 shares; 2025Q3: 94,802 shares; 2025Q4: 95,972 shares 95,972 $9.22M 0.26% +1,170 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 3,351 shares; 2025Q1: 10,193 shares; 2025Q2: 24,321 shares; 2025Q3: 44,487 shares; 2025Q4: 98,635 shares 98,635 $9.18M 0.25% +54,148 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 5,535 shares; 2025Q1: 9,922 shares; 2025Q2: 21,765 shares; 2025Q3: 97,437 shares; 2025Q4: 107,232 shares 107,232 $8.98M 0.25% +9,795 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,194 shares; 2024Q4: 152,725 shares; 2025Q1: 159,780 shares; 2025Q2: 136,894 shares; 2025Q3: 126,003 shares; 2025Q4: 104,397 shares 104,397 $8.84M 0.24% -21,606 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 4,621 shares; 2025Q1: 41,731 shares; 2025Q2: 89,044 shares; 2025Q3: 227,676 shares; 2025Q4: 342,630 shares 342,630 $8.82M 0.24% +114,954 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,362 shares; 2024Q4: 118,324 shares; 2025Q1: 207,041 shares; 2025Q2: 274,125 shares; 2025Q3: 279,659 shares; 2025Q4: 291,594 shares 291,594 $8.62M 0.24% +11,935 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,018 shares; 2024Q4: 114,829 shares; 2025Q1: 95,824 shares; 2025Q2: 156,401 shares; 2025Q3: 139,592 shares; 2025Q4: 118,996 shares 118,996 $8.5M 0.24% -20,596 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,705 shares; 2024Q4: 54,514 shares; 2025Q1: 56,004 shares; 2025Q2: 54,928 shares; 2025Q3: 53,102 shares; 2025Q4: 52,324 shares 52,324 $8.47M 0.23% -778 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 3,195 shares; 2025Q1: 6,942 shares; 2025Q2: 31,637 shares; 2025Q3: 113,395 shares; 2025Q4: 116,375 shares 116,375 $8.35M 0.23% +2,980 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,518 shares; 2025Q2: 17,866 shares; 2025Q3: 211,916 shares; 2025Q4: 237,017 shares 237,017 $8.21M 0.23% +25,101 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,019 shares; 2024Q4: 187,272 shares; 2025Q1: 169,431 shares; 2025Q2: 106,657 shares; 2025Q3: 107,767 shares; 2025Q4: 99,521 shares 99,521 $8.21M 0.23% -8,246 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,700 shares; 2024Q4: 15,459 shares; 2025Q1: 15,472 shares; 2025Q2: 14,687 shares; 2025Q3: 14,263 shares; 2025Q4: 13,931 shares 13,931 $7.95M 0.22% -332 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 484 shares; 2025Q1: 10,686 shares; 2025Q2: 31,280 shares; 2025Q3: 87,099 shares; 2025Q4: 112,511 shares 112,511 $7.84M 0.22% +25,412 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,447 shares; 2024Q4: 43,027 shares; 2025Q1: 44,284 shares; 2025Q2: 41,144 shares; 2025Q3: 39,063 shares; 2025Q4: 37,771 shares 37,771 $7.82M 0.22% -1,292 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,731 shares; 2024Q4: 60,053 shares; 2025Q1: 62,942 shares; 2025Q2: 65,177 shares; 2025Q3: 66,998 shares; 2025Q4: 73,785 shares 73,785 $7.77M 0.21% +6,787 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,754 shares; 2024Q4: 24,228 shares; 2025Q1: 24,910 shares; 2025Q2: 24,577 shares; 2025Q3: 24,428 shares; 2025Q4: 24,676 shares 24,676 $7.54M 0.21% +248 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,788 shares; 2024Q4: 82,172 shares; 2025Q1: 85,557 shares; 2025Q2: 88,848 shares; 2025Q3: 121,149 shares; 2025Q4: 118,401 shares 118,401 $7.4M 0.2% -2,748 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: not reported; 2025Q1: 104,432 shares; 2025Q2: 102,725 shares; 2025Q3: 131,202 shares; 2025Q4: 143,485 shares 143,485 $7.31M 0.2% +12,283 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,772 shares; 2024Q4: 42,774 shares; 2025Q1: 45,230 shares; 2025Q2: 44,427 shares; 2025Q3: 44,583 shares; 2025Q4: 47,417 shares 47,417 $7.23M 0.2% +2,834 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,182 shares; 2025Q1: 4,158 shares; 2025Q2: 7,838 shares; 2025Q3: 7,902 shares; 2025Q4: 10,941 shares 10,941 $7.22M 0.2% +3,039 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,499 shares; 2024Q4: 39,789 shares; 2025Q1: 51,248 shares; 2025Q2: 77,482 shares; 2025Q3: 69,584 shares; 2025Q4: 36,002 shares 36,002 $7.15M 0.2% -33,582 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,688 shares; 2024Q4: 27,746 shares; 2025Q1: 61,163 shares; 2025Q2: 104,254 shares; 2025Q3: 172,131 shares; 2025Q4: 207,363 shares 207,363 $6.83M 0.19% +35,232 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,536 shares; 2024Q4: 177,948 shares; 2025Q1: 179,217 shares; 2025Q2: 179,217 shares; 2025Q3: 174,913 shares; 2025Q4: 173,051 shares 173,051 $6.37M 0.18% -1,862 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,523 shares; 2024Q4: 113,605 shares; 2025Q1: 112,914 shares; 2025Q2: 116,700 shares; 2025Q3: 105,804 shares; 2025Q4: 109,130 shares 109,130 $6.34M 0.18% +3,326 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,260 shares; 2024Q4: 255,510 shares; 2025Q1: 163,940 shares; 2025Q2: 161,383 shares; 2025Q3: 143,497 shares; 2025Q4: 126,986 shares 126,986 $6.33M 0.18% -16,511 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,239 shares; 2025Q3: 166,611 shares; 2025Q4: 186,708 shares 186,708 $6.22M 0.17% +20,097 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,073 shares; 2025Q3: 14,908 shares; 2025Q4: 21,999 shares 21,999 $6.14M 0.17% +7,091 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,206 shares; 2024Q4: 109,080 shares; 2025Q1: 115,543 shares; 2025Q2: 117,377 shares; 2025Q3: 115,127 shares; 2025Q4: 111,177 shares 111,177 $6.12M 0.17% -3,950 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,405 shares; 2024Q4: 54,860 shares; 2025Q1: 51,589 shares; 2025Q2: 54,245 shares; 2025Q3: 59,604 shares; 2025Q4: 60,759 shares 60,759 $5.79M 0.16% +1,155 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,597 shares; 2024Q4: 11,092 shares; 2025Q1: 11,530 shares; 2025Q2: 10,442 shares; 2025Q3: 7,596 shares; 2025Q4: 8,474 shares 8,474 $5.78M 0.16% +878 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,362 shares; 2024Q4: 72,974 shares; 2025Q1: 84,629 shares; 2025Q2: 93,770 shares; 2025Q3: 111,778 shares; 2025Q4: 128,150 shares 128,150 $5.69M 0.16% +16,372 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,393 shares; 2024Q4: 7,031 shares; 2025Q1: 6,914 shares; 2025Q2: 6,826 shares; 2025Q3: 6,639 shares; 2025Q4: 6,411 shares 6,411 $5.53M 0.15% -228 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,896 shares; 2024Q4: 49,795 shares; 2025Q1: 52,882 shares; 2025Q2: 53,278 shares; 2025Q3: 52,916 shares; 2025Q4: 54,992 shares 54,992 $5.5M 0.15% +2,076 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,617 shares; 2024Q4: 7,983 shares; 2025Q1: 9,013 shares; 2025Q2: 8,784 shares; 2025Q3: 8,904 shares; 2025Q4: 8,796 shares 8,796 $5.4M 0.15% -108 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,820 shares; 2024Q4: 13,466 shares; 2025Q1: 15,285 shares; 2025Q2: 15,151 shares; 2025Q3: 15,316 shares; 2025Q4: 15,509 shares 15,509 $5.34M 0.15% +193 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,397 shares; 2024Q4: 17,627 shares; 2025Q1: 18,613 shares; 2025Q2: 18,664 shares; 2025Q3: 19,199 shares; 2025Q4: 19,872 shares 19,872 $5.26M 0.15% +673 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,173 shares; 2024Q4: 22,750 shares; 2025Q1: 23,097 shares; 2025Q2: 22,367 shares; 2025Q3: 21,817 shares; 2025Q4: 21,714 shares 21,714 $5.24M 0.14% -103 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,914 shares; 2024Q4: 95,409 shares; 2025Q1: 85,142 shares; 2025Q2: 84,629 shares; 2025Q3: 79,528 shares; 2025Q4: 81,859 shares 81,859 $5.09M 0.14% +2,331 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,988 shares; 2024Q4: 41,331 shares; 2025Q1: 41,822 shares; 2025Q2: 41,330 shares; 2025Q3: 39,455 shares; 2025Q4: 38,265 shares 38,265 $5.08M 0.14% -1,190 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,783 shares; 2024Q4: 14,201 shares; 2025Q1: 15,590 shares; 2025Q2: 15,879 shares; 2025Q3: 15,535 shares; 2025Q4: 15,023 shares 15,023 $5.06M 0.14% -512 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,864 shares; 2025Q1: 11,069 shares; 2025Q2: 12,101 shares; 2025Q3: 13,076 shares; 2025Q4: 20,048 shares 20,048 $5.02M 0.14% +6,972 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,082 shares; 2024Q4: 60,034 shares; 2025Q1: 60,444 shares; 2025Q2: 61,812 shares; 2025Q3: 62,996 shares; 2025Q4: 63,537 shares 63,537 $4.89M 0.14% +541 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,648 shares; 2024Q4: 17,802 shares; 2025Q1: 19,664 shares; 2025Q2: 44,008 shares; 2025Q3: 23,962 shares; 2025Q4: 24,037 shares 24,037 $4.8M 0.13% +75 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,909 shares; 2024Q4: 48,637 shares; 2025Q1: 49,459 shares; 2025Q2: 50,061 shares; 2025Q3: 48,697 shares; 2025Q4: 50,286 shares 50,286 $4.79M 0.13% +1,589 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,495 shares; 2024Q4: 60,922 shares; 2025Q1: 57,312 shares; 2025Q2: 174,377 shares; 2025Q3: 177,909 shares; 2025Q4: 166,710 shares 166,710 $4.75M 0.13% -11,199 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,358 shares; 2024Q4: 768,719 shares; 2025Q1: 660,942 shares; 2025Q2: 684,648 shares; 2025Q3: 94,008 shares; 2025Q4: 94,016 shares 94,016 $4.73M 0.13% +8 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,161 shares; 2025Q1: 4,489 shares; 2025Q2: 4,473 shares; 2025Q3: 4,378 shares; 2025Q4: 4,413 shares 4,413 $4.72M 0.13% +35 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124,118 shares; 2025Q2: 136,636 shares; 2025Q3: 155,197 shares; 2025Q4: 147,951 shares 147,951 $4.64M 0.13% -7,246 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,177 shares; 2025Q3: 119,397 shares; 2025Q4: 120,142 shares 120,142 $4.63M 0.13% +745 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 271 shares; 2025Q1: 58,253 shares; 2025Q2: 58,484 shares; 2025Q3: 58,390 shares; 2025Q4: 56,288 shares 56,288 $4.6M 0.13% -2,102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,703 shares; 2024Q4: 77,153 shares; 2025Q1: 64,144 shares; 2025Q2: 65,849 shares; 2025Q3: 64,162 shares; 2025Q4: 65,196 shares 65,196 $4.56M 0.13% +1,034 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,400 shares; 2024Q4: 145,110 shares; 2025Q1: 141,980 shares; 2025Q2: 133,310 shares; 2025Q3: 138,210 shares; 2025Q4: 140,530 shares 140,530 $4.5M 0.12% +2,320 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,716 shares; 2024Q4: 64,778 shares; 2025Q1: 63,812 shares; 2025Q2: 59,863 shares; 2025Q3: 56,275 shares; 2025Q4: 55,173 shares 55,173 $4.49M 0.12% -1,102 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,510 shares; 2024Q4: 9,405 shares; 2025Q1: 9,613 shares; 2025Q2: 9,263 shares; 2025Q3: 9,234 shares; 2025Q4: 9,248 shares 9,248 $4.47M 0.12% +14 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 835 shares; 2025Q2: 2,343 shares; 2025Q3: 99,700 shares; 2025Q4: 102,497 shares 102,497 $4.47M 0.12% +2,797 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,489 shares; 2025Q1: 77,450 shares; 2025Q2: 83,416 shares; 2025Q3: 87,146 shares; 2025Q4: 90,916 shares 90,916 $4.45M 0.12% +3,770 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,030 shares; 2024Q4: 22,884 shares; 2025Q1: 25,513 shares; 2025Q2: 26,103 shares; 2025Q3: 25,833 shares; 2025Q4: 25,701 shares 25,701 $4.4M 0.12% -132 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,708 shares; 2024Q4: 48,014 shares; 2025Q1: 50,753 shares; 2025Q2: 51,515 shares; 2025Q3: 50,552 shares; 2025Q4: 49,625 shares 49,625 $4.34M 0.12% -927 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,958 shares; 2024Q4: 32,939 shares; 2025Q1: 34,873 shares; 2025Q2: 34,129 shares; 2025Q3: 34,131 shares; 2025Q4: 33,911 shares 33,911 $4.33M 0.12% -220 Timeline FFOX FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,098 shares; 2025Q3: 99,373 shares; 2025Q4: 158,295 shares 158,295 $4.32M 0.12% +58,922 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,538 shares; 2024Q4: 6,137 shares; 2025Q1: 6,735 shares; 2025Q2: 6,990 shares; 2025Q3: 7,524 shares; 2025Q4: 7,423 shares 7,423 $4.3M 0.12% -101 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 445 shares; 2025Q1: 19,234 shares; 2025Q2: 48,535 shares; 2025Q3: 47,437 shares; 2025Q4: 46,294 shares 46,294 $4.28M 0.12% -1,143 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,715 shares; 2024Q4: 38,935 shares; 2025Q1: 43,810 shares; 2025Q2: 56,623 shares; 2025Q3: 80,273 shares; 2025Q4: 85,629 shares 85,629 $4.14M 0.11% +5,356 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,002 shares; 2024Q4: 49,934 shares; 2025Q1: 27,626 shares; 2025Q2: 37,706 shares; 2025Q3: 116,797 shares; 2025Q4: 153,289 shares 153,289 $4.09M 0.11% +36,492 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 4,392 shares; 2025Q1: 4,803 shares; 2025Q2: 4,947 shares; 2025Q3: 4,876 shares; 2025Q4: 7,151 shares 7,151 $4.08M 0.11% +2,275 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,985 shares; 2024Q4: 17,258 shares; 2025Q1: 19,305 shares; 2025Q2: 17,440 shares; 2025Q3: 17,620 shares; 2025Q4: 17,725 shares 17,725 $4.06M 0.11% +105 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 3,050 shares; 2025Q1: 6,347 shares; 2025Q2: 6,919 shares; 2025Q3: 10,522 shares; 2025Q4: 50,308 shares 50,308 $4.06M 0.11% +39,786 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,004 shares; 2024Q4: 16,852 shares; 2025Q1: 17,153 shares; 2025Q2: 16,610 shares; 2025Q3: 16,105 shares; 2025Q4: 16,020 shares 16,020 $4.02M 0.11% -85 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,151 shares; 2024Q4: 17,534 shares; 2025Q1: 18,451 shares; 2025Q2: 17,518 shares; 2025Q3: 16,933 shares; 2025Q4: 18,452 shares 18,452 $4.01M 0.11% +1,519 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,593 shares; 2024Q4: 12,995 shares; 2025Q1: 13,970 shares; 2025Q2: 14,127 shares; 2025Q3: 14,381 shares; 2025Q4: 14,825 shares 14,825 $3.98M 0.11% +444 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,650 shares; 2024Q4: 26,599 shares; 2025Q1: 30,809 shares; 2025Q2: 58,783 shares; 2025Q3: 71,891 shares; 2025Q4: 69,912 shares 69,912 $3.97M 0.11% -1,979 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,434 shares; 2024Q4: 19,292 shares; 2025Q1: 19,864 shares; 2025Q2: 19,878 shares; 2025Q3: 19,462 shares; 2025Q4: 19,547 shares 19,547 $3.97M 0.11% +85 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,466 shares; 2024Q4: 14,272 shares; 2025Q1: 14,641 shares; 2025Q2: 14,070 shares; 2025Q3: 13,479 shares; 2025Q4: 13,372 shares 13,372 $3.96M 0.11% -107 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,148 shares; 2024Q4: 4,302 shares; 2025Q1: 4,743 shares; 2025Q2: 5,039 shares; 2025Q3: 5,077 shares; 2025Q4: 5,130 shares 5,130 $3.93M 0.11% +53 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,448 shares; 2024Q4: 247,448 shares; 2025Q1: 242,198 shares; 2025Q2: 226,838 shares; 2025Q3: 233,528 shares; 2025Q4: 238,058 shares 238,058 $3.92M 0.11% +4,530 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 262 shares; 2025Q1: 21,328 shares; 2025Q2: 49,457 shares; 2025Q3: 47,422 shares; 2025Q4: 46,329 shares 46,329 $3.92M 0.11% -1,093 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,287 shares; 2024Q4: 20,112 shares; 2025Q1: 27,531 shares; 2025Q2: 27,374 shares; 2025Q3: 28,083 shares; 2025Q4: 27,660 shares 27,660 $3.9M 0.11% -423 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 5,968 shares; 2025Q1: 7,154 shares; 2025Q2: 7,299 shares; 2025Q3: 7,530 shares; 2025Q4: 13,409 shares 13,409 $3.89M 0.11% +5,879 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,247 shares; 2024Q4: 34,239 shares; 2025Q1: 35,662 shares; 2025Q2: 32,985 shares; 2025Q3: 49,466 shares; 2025Q4: 52,258 shares 52,258 $3.84M 0.11% +2,792 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 35 shares; 2025Q1: 7,325 shares; 2025Q2: 10,728 shares; 2025Q3: 67,827 shares; 2025Q4: 76,026 shares 76,026 $3.82M 0.11% +8,199 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,565 shares; 2024Q4: 110,976 shares; 2025Q1: 117,670 shares; 2025Q2: 124,241 shares; 2025Q3: 134,503 shares; 2025Q4: 137,827 shares 137,827 $3.78M 0.1% +3,324 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 369 shares; 2025Q1: 21,247 shares; 2025Q2: 27,270 shares; 2025Q3: 52,229 shares; 2025Q4: 62,569 shares 62,569 $3.77M 0.1% +10,340 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,987 shares; 2024Q4: 63,422 shares; 2025Q1: 62,844 shares; 2025Q2: 57,433 shares; 2025Q3: 61,492 shares; 2025Q4: 62,470 shares 62,470 $3.75M 0.1% +978 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,450 shares; 2025Q1: 37,655 shares; 2025Q2: 58,441 shares; 2025Q3: 116,154 shares; 2025Q4: 163,078 shares 163,078 $3.69M 0.1% +46,924 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,812 shares; 2024Q4: 125,058 shares; 2025Q1: 125,058 shares; 2025Q2: 125,058 shares; 2025Q3: 125,058 shares; 2025Q4: 84,937 shares 84,937 $3.68M 0.1% -40,121 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,432 shares; 2024Q4: 6,717 shares; 2025Q1: 7,451 shares; 2025Q2: 7,688 shares; 2025Q3: 7,580 shares; 2025Q4: 7,795 shares 7,795 $3.66M 0.1% +215 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,757 shares; 2024Q4: 10,125 shares; 2025Q1: 10,952 shares; 2025Q2: 11,318 shares; 2025Q3: 11,195 shares; 2025Q4: 11,151 shares 11,151 $3.61M 0.1% -44 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,749 shares; 2024Q4: 42,139 shares; 2025Q1: 43,010 shares; 2025Q2: 43,823 shares; 2025Q3: 42,861 shares; 2025Q4: 44,381 shares 44,381 $3.56M 0.1% +1,520 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,073 shares; 2024Q4: 122,438 shares; 2025Q1: 123,200 shares; 2025Q2: 111,811 shares; 2025Q3: 120,686 shares; 2025Q4: 128,141 shares 128,141 $3.52M 0.1% +7,455 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,858 shares; 2024Q4: 19,563 shares; 2025Q1: 21,522 shares; 2025Q2: 22,703 shares; 2025Q3: 22,997 shares; 2025Q4: 23,252 shares 23,252 $3.5M 0.1% +255 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,078 shares; 2024Q4: 28,665 shares; 2025Q1: 29,921 shares; 2025Q2: 30,590 shares; 2025Q3: 30,517 shares; 2025Q4: 30,435 shares 30,435 $3.48M 0.1% -82 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,638 shares; 2024Q4: 37,682 shares; 2025Q1: 74,876 shares; 2025Q2: 77,302 shares; 2025Q3: 110,408 shares; 2025Q4: 143,699 shares 143,699 $3.45M 0.1% +33,291 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951,560 shares; 2024Q4: 957,102 shares; 2025Q1: 65,136 shares; 2025Q2: 58,809 shares; 2025Q3: 73,701 shares; 2025Q4: 73,160 shares 73,160 $3.43M 0.09% -541 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 1,357 shares; 2025Q1: 3,366 shares; 2025Q2: 4,617 shares; 2025Q3: 5,164 shares; 2025Q4: 5,429 shares 5,429 $3.4M 0.09% +265 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,931 shares; 2024Q4: 35,354 shares; 2025Q1: 38,089 shares; 2025Q2: 42,111 shares; 2025Q3: 38,606 shares; 2025Q4: 35,370 shares 35,370 $3.4M 0.09% -3,236 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 560 shares; 2025Q1: 548 shares; 2025Q2: 8,979 shares; 2025Q3: 8,733 shares; 2025Q4: 10,966 shares 10,966 $3.38M 0.09% +2,233 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,589 shares; 2024Q4: 42,489 shares; 2025Q1: 54,878 shares; 2025Q2: 55,996 shares; 2025Q3: 51,665 shares; 2025Q4: 66,663 shares 66,663 $3.32M 0.09% +14,998 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 1,954 shares; 2025Q1: 8,443 shares; 2025Q2: 12,949 shares; 2025Q3: 14,645 shares; 2025Q4: 44,282 shares 44,282 $3.32M 0.09% +29,637 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,876 shares; 2024Q4: 84,406 shares; 2025Q1: 86,053 shares; 2025Q2: 88,052 shares; 2025Q3: 88,340 shares; 2025Q4: 81,265 shares 81,265 $3.31M 0.09% -7,075 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 36,785 shares; 2025Q3: 34,427 shares; 2025Q4: 32,876 shares 32,876 $3.28M 0.09% -1,551 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,930 shares; 2024Q4: 32,235 shares; 2025Q1: 32,301 shares; 2025Q2: 37,327 shares; 2025Q3: 38,798 shares; 2025Q4: 37,355 shares 37,355 $3.22M 0.09% -1,443 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 1,425 shares; 2025Q1: 9,064 shares; 2025Q2: 28,560 shares; 2025Q3: 32,714 shares; 2025Q4: 33,879 shares 33,879 $3.19M 0.09% +1,165 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,408 shares; 2024Q4: 18,731 shares; 2025Q1: 18,816 shares; 2025Q2: 19,353 shares; 2025Q3: 19,885 shares; 2025Q4: 18,350 shares 18,350 $3.13M 0.09% -1,535 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,392 shares; 2025Q1: 4,002 shares; 2025Q2: 9,259 shares; 2025Q3: 32,443 shares; 2025Q4: 62,059 shares 62,059 $3.08M 0.09% +29,616 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,391 shares; 2024Q4: 44,595 shares; 2025Q1: 299,688 shares; 2025Q2: 60,355 shares; 2025Q3: 66,416 shares; 2025Q4: 67,668 shares 67,668 $3.08M 0.09% +1,252 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,363 shares; 2025Q1: 3,219 shares; 2025Q2: 6,396 shares; 2025Q3: 6,439 shares; 2025Q4: 6,430 shares 6,430 $3.04M 0.08% -9 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,788 shares; 2024Q4: 10,629 shares; 2025Q1: 10,842 shares; 2025Q2: 11,266 shares; 2025Q3: 10,910 shares; 2025Q4: 11,213 shares 11,213 $3.04M 0.08% +303 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,488 shares; 2024Q4: 152,744 shares; 2025Q1: 38,434 shares; 2025Q2: 37,811 shares; 2025Q3: 43,663 shares; 2025Q4: 51,580 shares 51,580 $2.99M 0.08% +7,917 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,935 shares; 2024Q4: 11,046 shares; 2025Q1: 11,427 shares; 2025Q2: 10,134 shares; 2025Q3: 9,141 shares; 2025Q4: 9,016 shares 9,016 $2.98M 0.08% -125 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,094 shares; 2024Q4: 12,939 shares; 2025Q1: 11,361 shares; 2025Q2: 11,363 shares; 2025Q3: 19,936 shares; 2025Q4: 15,441 shares 15,441 $2.96M 0.08% -4,495 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,305 shares; 2024Q4: 7,718 shares; 2025Q1: 16,541 shares; 2025Q2: 24,545 shares; 2025Q3: 28,889 shares; 2025Q4: 38,035 shares 38,035 $2.93M 0.08% +9,146 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,152 shares; 2024Q4: 72,777 shares; 2025Q1: 76,148 shares; 2025Q2: 67,717 shares; 2025Q3: 78,207 shares; 2025Q4: 83,220 shares 83,220 $2.9M 0.08% +5,013 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,583 shares; 2024Q4: 10,219 shares; 2025Q1: 10,224 shares; 2025Q2: 10,214 shares; 2025Q3: 10,028 shares; 2025Q4: 9,975 shares 9,975 $2.87M 0.08% -53 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,660 shares; 2024Q4: 29,132 shares; 2025Q1: 28,887 shares; 2025Q2: 26,484 shares; 2025Q3: 24,277 shares; 2025Q4: 16,920 shares 16,920 $2.87M 0.08% -7,357 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,592 shares; 2024Q4: 14,459 shares; 2025Q1: 14,563 shares; 2025Q2: 14,412 shares; 2025Q3: 14,443 shares; 2025Q4: 14,490 shares 14,490 $2.83M 0.08% +47 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,025 shares; 2024Q4: 7,304 shares; 2025Q1: 11,495 shares; 2025Q2: 23,453 shares; 2025Q3: 72,157 shares; 2025Q4: 75,277 shares 75,277 $2.81M 0.08% +3,120 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,933 shares; 2024Q4: 30,527 shares; 2025Q1: 21,946 shares; 2025Q2: 21,976 shares; 2025Q3: 21,996 shares; 2025Q4: 21,865 shares 21,865 $2.79M 0.08% -131 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,385 shares; 2024Q4: 20,225 shares; 2025Q1: 22,751 shares; 2025Q2: 23,499 shares; 2025Q3: 22,999 shares; 2025Q4: 22,121 shares 22,121 $2.79M 0.08% -878 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,046 shares; 2025Q1: 14,046 shares; 2025Q2: 1,440 shares; 2025Q3: 72,065 shares; 2025Q4: 108,589 shares 108,589 $2.77M 0.08% +36,524 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,497 shares; 2024Q4: 34,728 shares; 2025Q1: 34,969 shares; 2025Q2: 35,008 shares; 2025Q3: 33,296 shares; 2025Q4: 35,007 shares 35,007 $2.76M 0.08% +1,711 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,206 shares; 2024Q4: 31,169 shares; 2025Q1: 32,886 shares; 2025Q2: 35,146 shares; 2025Q3: 39,330 shares; 2025Q4: 79,949 shares 79,949 $2.76M 0.08% +40,619 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,161 shares; 2025Q4: 103,039 shares 103,039 $2.75M 0.08% +69,878 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,611 shares; 2025Q1: 2,620 shares; 2025Q2: 2,580 shares; 2025Q3: 2,581 shares; 2025Q4: 29,030 shares 29,030 $2.72M 0.08% +26,449 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,017 shares; 2024Q4: 11,144 shares; 2025Q1: 11,477 shares; 2025Q2: 10,838 shares; 2025Q3: 9,488 shares; 2025Q4: 18,851 shares 18,851 $2.71M 0.08% +9,363 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,609 shares; 2024Q4: 45,006 shares; 2025Q1: 45,122 shares; 2025Q2: 46,991 shares; 2025Q3: 45,233 shares; 2025Q4: 46,266 shares 46,266 $2.7M 0.07% +1,033 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,566 shares; 2024Q4: 7,660 shares; 2025Q1: 7,273 shares; 2025Q2: 7,354 shares; 2025Q3: 9,914 shares; 2025Q4: 10,384 shares 10,384 $2.68M 0.07% +470 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,977 shares; 2025Q2: 31,955 shares; 2025Q3: 52,614 shares; 2025Q4: 64,641 shares 64,641 $2.66M 0.07% +12,027 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,846 shares; 2024Q4: 23,701 shares; 2025Q1: 22,266 shares; 2025Q2: 22,170 shares; 2025Q3: 20,082 shares; 2025Q4: 20,078 shares 20,078 $2.61M 0.07% -4 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,081 shares; 2024Q4: 19,418 shares; 2025Q1: 32,293 shares; 2025Q2: 31,251 shares; 2025Q3: 36,803 shares; 2025Q4: 29,960 shares 29,960 $2.48M 0.07% -6,843 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,708 shares; 2024Q4: 7,645 shares; 2025Q1: 7,771 shares; 2025Q2: 7,739 shares; 2025Q3: 8,059 shares; 2025Q4: 7,732 shares 7,732 $2.46M 0.07% -327 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,333 shares; 2024Q4: 22,794 shares; 2025Q1: 23,770 shares; 2025Q2: 25,228 shares; 2025Q3: 26,275 shares; 2025Q4: 25,388 shares 25,388 $2.39M 0.07% -887 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,935 shares; 2024Q4: 77,268 shares; 2025Q1: 88,019 shares; 2025Q2: 87,484 shares; 2025Q3: 92,476 shares; 2025Q4: 89,531 shares 89,531 $2.35M 0.07% -2,945 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,519 shares; 2025Q3: 101,026 shares; 2025Q4: 105,384 shares 105,384 $2.34M 0.06% +4,358 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,560 shares; 2024Q4: 25,484 shares; 2025Q1: 27,347 shares; 2025Q2: 28,784 shares; 2025Q3: 39,767 shares; 2025Q4: 43,229 shares 43,229 $2.32M 0.06% +3,462 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,911 shares; 2024Q4: 11,720 shares; 2025Q1: 11,878 shares; 2025Q2: 12,142 shares; 2025Q3: 11,740 shares; 2025Q4: 12,502 shares 12,502 $2.3M 0.06% +762 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,506 shares; 2024Q4: 35,667 shares; 2025Q1: 33,319 shares; 2025Q2: 33,953 shares; 2025Q3: 35,308 shares; 2025Q4: 33,732 shares 33,732 $2.25M 0.06% -1,576 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,936 shares; 2024Q4: 55,353 shares; 2025Q1: 55,739 shares; 2025Q2: 61,335 shares; 2025Q3: 63,761 shares; 2025Q4: 66,177 shares 66,177 $2.21M 0.06% +2,416 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 134 shares; 2025Q1: 141 shares; 2025Q2: 131 shares; 2025Q3: 10,356 shares; 2025Q4: 10,308 shares 10,308 $2.21M 0.06% -48 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 231 shares; 2025Q1: 3,215 shares; 2025Q2: 7,251 shares; 2025Q3: 40,350 shares; 2025Q4: 58,039 shares 58,039 $2.21M 0.06% +17,689 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,769 shares; 2024Q4: 84,949 shares; 2025Q1: 85,648 shares; 2025Q2: 93,658 shares; 2025Q3: 97,559 shares; 2025Q4: 102,210 shares 102,210 $2.2M 0.06% +4,651 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,839 shares; 2024Q4: 50,133 shares; 2025Q1: 50,416 shares; 2025Q2: 52,038 shares; 2025Q3: 49,887 shares; 2025Q4: 50,899 shares 50,899 $2.12M 0.06% +1,012 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: 3,557 shares; 2025Q1: 2,142 shares; 2025Q2: 2,085 shares; 2025Q3: 1,987 shares; 2025Q4: 1,976 shares 1,976 $2.12M 0.06% -11 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 6,498 shares; 2025Q1: 10,619 shares; 2025Q2: 15,463 shares; 2025Q3: 20,575 shares; 2025Q4: 25,556 shares 25,556 $2.12M 0.06% +4,981 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,838 shares; 2024Q4: 127,795 shares; 2025Q1: 39,720 shares; 2025Q2: 18,910 shares; 2025Q3: 17,444 shares; 2025Q4: 14,567 shares 14,567 $2.09M 0.06% -2,877 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,045 shares; 2024Q4: 24,245 shares; 2025Q1: 23,595 shares; 2025Q2: 27,425 shares; 2025Q3: 27,920 shares; 2025Q4: 30,430 shares 30,430 $2.09M 0.06% +2,510 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,880 shares; 2025Q4: 81,715 shares 81,715 $2.08M 0.06% +52,835 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,019 shares; 2024Q4: 5,666 shares; 2025Q1: 5,637 shares; 2025Q2: 5,661 shares; 2025Q3: 5,528 shares; 2025Q4: 5,574 shares 5,574 $2.06M 0.06% +46 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,911 shares; 2025Q1: 63,153 shares; 2025Q2: 64,772 shares; 2025Q3: 66,716 shares; 2025Q4: 63,338 shares 63,338 $2.05M 0.06% -3,378 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,854 shares; 2024Q4: 15,351 shares; 2025Q1: 14,183 shares; 2025Q2: 14,527 shares; 2025Q3: 15,225 shares; 2025Q4: 16,991 shares 16,991 $2.04M 0.06% +1,766 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,580 shares; 2024Q4: 17,313 shares; 2025Q1: 17,557 shares; 2025Q2: 17,597 shares; 2025Q3: 17,291 shares; 2025Q4: 18,218 shares 18,218 $2.04M 0.06% +927 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,242 shares; 2025Q1: 22,504 shares; 2025Q2: 38,956 shares; 2025Q3: 67,078 shares; 2025Q4: 74,142 shares 74,142 $2.02M 0.06% +7,064 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,574 shares; 2024Q4: 19,244 shares; 2025Q1: 22,332 shares; 2025Q2: 22,585 shares; 2025Q3: 23,270 shares; 2025Q4: 21,428 shares 21,428 $1.98M 0.05% -1,842 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,137 shares; 2024Q4: 12,684 shares; 2025Q1: 13,058 shares; 2025Q2: 16,243 shares; 2025Q3: 18,044 shares; 2025Q4: 20,236 shares 20,236 $1.98M 0.05% +2,192 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,819 shares; 2024Q4: 8,889 shares; 2025Q1: 10,700 shares; 2025Q2: 10,097 shares; 2025Q3: 14,792 shares; 2025Q4: 57,761 shares 57,761 $1.98M 0.05% +42,969 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,077 shares; 2024Q4: 34,788 shares; 2025Q1: 41,236 shares; 2025Q2: 40,797 shares; 2025Q3: 42,509 shares; 2025Q4: 42,487 shares 42,487 $1.97M 0.05% -22 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,881 shares; 2024Q4: 30,715 shares; 2025Q1: 26,141 shares; 2025Q2: 25,410 shares; 2025Q3: 25,832 shares; 2025Q4: 24,765 shares 24,765 $1.92M 0.05% -1,067 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 3,033 shares; 2025Q1: 3,174 shares; 2025Q2: 6,562 shares; 2025Q3: 6,583 shares; 2025Q4: 7,151 shares 7,151 $1.81M 0.05% +568 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,280 shares 15,280 $1.8M 0.05% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,526 shares; 2024Q4: 51,577 shares; 2025Q1: 85,648 shares; 2025Q2: 89,201 shares; 2025Q3: 99,869 shares; 2025Q4: 40,492 shares 40,492 $1.79M 0.05% -59,377 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,524 shares; 2024Q4: 22,150 shares; 2025Q1: 22,719 shares; 2025Q2: 26,430 shares; 2025Q3: 35,352 shares; 2025Q4: 36,598 shares 36,598 $1.72M 0.05% +1,246 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,496 shares; 2024Q4: 52,250 shares; 2025Q1: 51,650 shares; 2025Q2: 51,871 shares; 2025Q3: 51,467 shares; 2025Q4: 51,219 shares 51,219 $1.72M 0.05% -248 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,714 shares; 2024Q4: 30,773 shares; 2025Q1: 30,516 shares; 2025Q2: 30,106 shares; 2025Q3: 31,197 shares; 2025Q4: 31,749 shares 31,749 $1.71M 0.05% +552 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 302 shares; 2025Q1: 422 shares; 2025Q2: 3,136 shares; 2025Q3: 7,392 shares; 2025Q4: 9,520 shares 9,520 $1.69M 0.05% +2,128 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,686 shares; 2025Q4: 36,051 shares 36,051 $1.66M 0.05% +1,365 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,278 shares; 2024Q4: 328,020 shares; 2025Q1: 33,023 shares; 2025Q2: 33,471 shares; 2025Q3: 14,639 shares; 2025Q4: 14,978 shares 14,978 $1.65M 0.05% +339 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,295 shares; 2024Q4: 7,298 shares; 2025Q1: 7,884 shares; 2025Q2: 7,904 shares; 2025Q3: 7,220 shares; 2025Q4: 7,213 shares 7,213 $1.65M 0.05% -7 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,745 shares; 2024Q4: 12,711 shares; 2025Q1: 21,212 shares; 2025Q2: 21,826 shares; 2025Q3: 27,738 shares; 2025Q4: 27,306 shares 27,306 $1.63M 0.05% -432 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 5,649 shares; 2025Q2: 14,073 shares; 2025Q3: 31,472 shares; 2025Q4: 40,461 shares 40,461 $1.63M 0.05% +8,989 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 1,434 shares; 2025Q1: 4,312 shares; 2025Q2: 588 shares; 2025Q3: 2,122 shares; 2025Q4: 5,367 shares 5,367 $1.62M 0.04% +3,245 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,126 shares; 2024Q4: 6,189 shares; 2025Q1: 8,923 shares; 2025Q2: 8,546 shares; 2025Q3: 15,758 shares; 2025Q4: 19,655 shares 19,655 $1.62M 0.04% +3,897 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 1,315 shares; 2025Q1: 1,631 shares; 2025Q2: 19,106 shares; 2025Q3: 21,212 shares; 2025Q4: 15,576 shares 15,576 $1.59M 0.04% -5,636 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 4,260 shares; 2025Q1: 48,991 shares; 2025Q2: 48,872 shares; 2025Q3: 49,678 shares; 2025Q4: 47,636 shares 47,636 $1.55M 0.04% -2,042 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,142 shares; 2024Q4: 10,156 shares; 2025Q1: 9,444 shares; 2025Q2: 9,031 shares; 2025Q3: 8,081 shares; 2025Q4: 7,860 shares 7,860 $1.53M 0.04% -221 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,860 shares; 2024Q4: 24,090 shares; 2025Q1: 22,426 shares; 2025Q2: 9,917 shares; 2025Q3: 15,237 shares; 2025Q4: 15,293 shares 15,293 $1.53M 0.04% +56 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,298 shares; 2024Q4: 34,719 shares; 2025Q1: 35,869 shares; 2025Q2: 34,717 shares; 2025Q3: 35,077 shares; 2025Q4: 35,343 shares 35,343 $1.51M 0.04% +266 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 876 shares; 2025Q1: 1,480 shares; 2025Q2: 1,559 shares; 2025Q3: 2,631 shares; 2025Q4: 2,634 shares 2,634 $1.51M 0.04% +3 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 3,426 shares; 2025Q1: 3,872 shares; 2025Q2: 3,873 shares; 2025Q3: 3,874 shares; 2025Q4: 3,876 shares 3,876 $1.5M 0.04% +2 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,794 shares; 2024Q4: 8,421 shares; 2025Q1: 8,608 shares; 2025Q2: 10,813 shares; 2025Q3: 11,859 shares; 2025Q4: 13,179 shares 13,179 $1.5M 0.04% +1,320 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,882 shares; 2024Q4: 10,696 shares; 2025Q1: 11,069 shares; 2025Q2: 13,657 shares; 2025Q3: 19,434 shares; 2025Q4: 21,299 shares 21,299 $1.48M 0.04% +1,865 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 717 shares; 2025Q1: 720 shares; 2025Q2: 18,536 shares; 2025Q3: 18,278 shares; 2025Q4: 18,644 shares 18,644 $1.44M 0.04% +366 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,411 shares; 2025Q4: 39,313 shares 39,313 $1.44M 0.04% +30,902 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,548 shares; 2024Q4: 28,206 shares; 2025Q1: 33,396 shares; 2025Q2: 8,875 shares; 2025Q3: 9,932 shares; 2025Q4: 9,934 shares 9,934 $1.43M 0.04% +2 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,025 shares; 2024Q4: 12,135 shares; 2025Q1: 11,342 shares; 2025Q2: 13,895 shares; 2025Q3: 14,455 shares; 2025Q4: 14,708 shares 14,708 $1.4M 0.04% +253 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,859 shares; 2025Q1: 2,859 shares; 2025Q2: 2,865 shares; 2025Q3: 2,982 shares; 2025Q4: 2,997 shares 2,997 $1.4M 0.04% +15 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,332 shares; 2024Q4: 10,732 shares; 2025Q1: 9,172 shares; 2025Q2: 9,186 shares; 2025Q3: 8,987 shares; 2025Q4: 8,686 shares 8,686 $1.39M 0.04% -301 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,939 shares; 2024Q4: 47,444 shares; 2025Q1: 46,988 shares; 2025Q2: 50,675 shares; 2025Q3: 51,372 shares; 2025Q4: 51,752 shares 51,752 $1.39M 0.04% +380 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,794 shares; 2024Q4: 242,388 shares; 2025Q1: 248,251 shares; 2025Q2: 244,299 shares; 2025Q3: 11,581 shares; 2025Q4: 31,088 shares 31,088 $1.39M 0.04% +19,507 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,520 shares; 2024Q4: 28,864 shares; 2025Q1: 22,296 shares; 2025Q2: 21,997 shares; 2025Q3: 22,790 shares; 2025Q4: 21,909 shares 21,909 $1.37M 0.04% -881 Timeline IROC INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,203 shares; 2025Q4: 26,776 shares 26,776 $1.36M 0.04% +1,573 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,944 shares; 2024Q4: 21,678 shares; 2025Q1: 21,427 shares; 2025Q2: 21,494 shares; 2025Q3: 19,210 shares; 2025Q4: 19,191 shares 19,191 $1.35M 0.04% -19 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,342 shares; 2024Q4: 94,975 shares; 2025Q1: 107,457 shares; 2025Q2: 73,909 shares; 2025Q3: 73,273 shares; 2025Q4: 75,510 shares 75,510 $1.34M 0.04% +2,237 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 988 shares; 2025Q1: 2,090 shares; 2025Q2: 2,091 shares; 2025Q3: 24,680 shares; 2025Q4: 24,439 shares 24,439 $1.34M 0.04% -241 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares; 2025Q4: 31,541 shares 31,541 $1.32M 0.04% +30,476 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,650 shares; 2024Q4: 19,188 shares; 2025Q1: 28,647 shares; 2025Q2: 28,610 shares; 2025Q3: 32,241 shares; 2025Q4: 34,132 shares 34,132 $1.31M 0.04% +1,891 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197 shares; 2025Q3: 22,602 shares; 2025Q4: 24,728 shares 24,728 $1.31M 0.04% +2,126 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,759 shares; 2024Q4: 7,211 shares; 2025Q1: 11,993 shares; 2025Q2: 11,978 shares; 2025Q3: 14,833 shares; 2025Q4: 15,169 shares 15,169 $1.29M 0.04% +336 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 6,115 shares; 2025Q1: 7,215 shares; 2025Q2: 7,225 shares; 2025Q3: 7,666 shares; 2025Q4: 8,382 shares 8,382 $1.29M 0.04% +716 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,142 shares; 2024Q4: 19,962 shares; 2025Q1: 18,229 shares; 2025Q2: 19,445 shares; 2025Q3: 19,043 shares; 2025Q4: 19,394 shares 19,394 $1.28M 0.04% +351 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,352 shares; 2024Q4: 11,977 shares; 2025Q1: 12,827 shares; 2025Q2: 15,515 shares; 2025Q3: 17,058 shares; 2025Q4: 18,982 shares 18,982 $1.28M 0.04% +1,924 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,732 shares; 2024Q4: 26,732 shares; 2025Q1: 33,999 shares; 2025Q2: 33,227 shares; 2025Q3: 33,227 shares; 2025Q4: 30,699 shares 30,699 $1.27M 0.04% -2,528 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,656 shares; 2024Q4: 7,698 shares; 2025Q1: 8,939 shares; 2025Q2: 9,219 shares; 2025Q3: 9,031 shares; 2025Q4: 9,070 shares 9,070 $1.26M 0.03% +39 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,099 shares; 2024Q4: 3,998 shares; 2025Q1: 3,957 shares; 2025Q2: 3,957 shares; 2025Q3: 3,980 shares; 2025Q4: 3,980 shares 3,980 $1.25M 0.03% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,969 shares; 2024Q4: 3,734 shares; 2025Q1: 8,144 shares; 2025Q2: 10,897 shares; 2025Q3: 14,172 shares; 2025Q4: 16,480 shares 16,480 $1.22M 0.03% +2,308 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,357 shares; 2024Q4: 23,712 shares; 2025Q1: 42,712 shares; 2025Q2: 42,898 shares; 2025Q3: 56,494 shares; 2025Q4: 54,131 shares 54,131 $1.19M 0.03% -2,363 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,704 shares; 2024Q4: 50,814 shares; 2025Q1: 66,197 shares; 2025Q2: 70,064 shares; 2025Q3: 67,488 shares; 2025Q4: 60,772 shares 60,772 $1.19M 0.03% -6,716 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 2,763 shares; 2025Q1: 4,060 shares; 2025Q2: 4,043 shares; 2025Q3: 2,602 shares; 2025Q4: 2,641 shares 2,641 $1.19M 0.03% +39 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,880 shares; 2025Q1: 2,755 shares; 2025Q2: 2,770 shares; 2025Q3: 2,830 shares; 2025Q4: 2,595 shares 2,595 $1.18M 0.03% -235 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,466 shares; 2024Q4: 19,940 shares; 2025Q1: 17,379 shares; 2025Q2: 18,271 shares; 2025Q3: 18,975 shares; 2025Q4: 18,192 shares 18,192 $1.17M 0.03% -783 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,722 shares; 2025Q2: 13,246 shares; 2025Q3: 18,970 shares; 2025Q4: 22,508 shares 22,508 $1.15M 0.03% +3,538 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 2,531 shares; 2025Q1: 5,693 shares; 2025Q2: 4,204 shares; 2025Q3: 5,851 shares; 2025Q4: 10,088 shares 10,088 $1.13M 0.03% +4,237 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,019 shares 17,019 $1.11M 0.03% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,704 shares; 2024Q4: 11,219 shares; 2025Q1: 10,671 shares; 2025Q2: 9,941 shares; 2025Q3: 9,978 shares; 2025Q4: 8,394 shares 8,394 $1.1M 0.03% -1,584 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 10,494 shares; 2025Q1: 19,281 shares; 2025Q2: 18,780 shares; 2025Q3: 24,825 shares; 2025Q4: 30,836 shares 30,836 $1.1M 0.03% +6,011 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 2,475 shares; 2025Q1: 2,395 shares; 2025Q2: 2,385 shares; 2025Q3: 2,375 shares; 2025Q4: 2,155 shares 2,155 $1.1M 0.03% -220 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,798 shares; 2024Q4: 9,327 shares; 2025Q1: 9,819 shares; 2025Q2: 11,919 shares; 2025Q3: 12,764 shares; 2025Q4: 13,510 shares 13,510 $1.09M 0.03% +746 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,122 shares; 2024Q4: 38,359 shares; 2025Q1: 38,603 shares; 2025Q2: 37,998 shares; 2025Q3: 39,565 shares; 2025Q4: 39,519 shares 39,519 $1.08M 0.03% -46 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,329 shares; 2024Q4: 15,329 shares; 2025Q1: 13,639 shares; 2025Q2: 13,639 shares; 2025Q3: 13,639 shares; 2025Q4: 13,639 shares 13,639 $1.08M 0.03% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 4,925 shares; 2025Q1: 4,795 shares; 2025Q2: 4,795 shares; 2025Q3: 4,690 shares; 2025Q4: 4,285 shares 4,285 $1.08M 0.03% -405 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,786 shares; 2024Q4: 7,625 shares; 2025Q1: 9,116 shares; 2025Q2: 9,917 shares; 2025Q3: 10,712 shares; 2025Q4: 11,175 shares 11,175 $1.08M 0.03% +463 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,532 shares; 2025Q2: 6,532 shares; 2025Q3: 6,557 shares; 2025Q4: 6,589 shares 6,589 $1.07M 0.03% +32 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,222 shares; 2024Q4: 49,649 shares; 2025Q1: 53,205 shares; 2025Q2: 53,074 shares; 2025Q3: 54,122 shares; 2025Q4: 51,731 shares 51,731 $1.06M 0.03% -2,391 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,734 shares; 2024Q4: 30,228 shares; 2025Q1: 28,491 shares; 2025Q2: 28,515 shares; 2025Q3: 25,861 shares; 2025Q4: 25,861 shares 25,861 $1.06M 0.03% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 3,881 shares; 2025Q1: 3,855 shares; 2025Q2: 4,101 shares; 2025Q3: 5,089 shares; 2025Q4: 4,799 shares 4,799 $1.05M 0.03% -290 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,735 shares; 2024Q4: 10,735 shares; 2025Q1: 10,735 shares; 2025Q2: 10,862 shares; 2025Q3: 10,862 shares; 2025Q4: 10,862 shares 10,862 $1.05M 0.03% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,259 shares; 2024Q4: 49,500 shares; 2025Q1: 53,115 shares; 2025Q2: 56,905 shares; 2025Q3: 55,831 shares; 2025Q4: 53,321 shares 53,321 $1.05M 0.03% -2,510 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,844 shares; 2024Q4: 13,357 shares; 2025Q1: 15,931 shares; 2025Q2: 15,687 shares; 2025Q3: 15,940 shares; 2025Q4: 15,040 shares 15,040 $1.04M 0.03% -900 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 4,814 shares; 2025Q1: 12,910 shares; 2025Q2: 18,707 shares; 2025Q3: 25,173 shares; 2025Q4: 31,639 shares 31,639 $1.04M 0.03% +6,466 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,944 shares; 2024Q4: 8,381 shares; 2025Q1: 4,735 shares; 2025Q2: 4,250 shares; 2025Q3: 4,827 shares; 2025Q4: 4,877 shares 4,877 $1.03M 0.03% +50 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 1,058 shares; 2025Q1: 1,037 shares; 2025Q2: 1,019 shares; 2025Q3: 1,038 shares; 2025Q4: 953 shares 953 $1.02M 0.03% -85 Timeline EVX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 4,597 shares; 2025Q1: 22,825 shares; 2025Q2: 23,820 shares; 2025Q3: 23,875 shares; 2025Q4: 25,883 shares 25,883 $989K 0.03% +2,008 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,418 shares; 2024Q4: 77,918 shares; 2025Q1: 77,178 shares; 2025Q2: 70,323 shares; 2025Q3: 54,383 shares; 2025Q4: 57,553 shares 57,553 $977K 0.03% +3,170 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,676 shares; 2024Q4: 27,658 shares; 2025Q1: 33,597 shares; 2025Q2: 33,980 shares; 2025Q3: 33,980 shares; 2025Q4: 33,980 shares 33,980 $960K 0.03% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,892 shares; 2025Q1: 3,570 shares; 2025Q2: 3,548 shares; 2025Q3: 3,846 shares; 2025Q4: 8,002 shares 8,002 $955K 0.03% +4,156 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 8,057 shares; 2025Q1: 23,245 shares; 2025Q2: 23,931 shares; 2025Q3: 8,485 shares; 2025Q4: 10,341 shares 10,341 $945K 0.03% +1,856 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,079 shares; 2024Q4: 41,083 shares; 2025Q1: 44,908 shares; 2025Q2: 46,029 shares; 2025Q3: 47,098 shares; 2025Q4: 49,784 shares 49,784 $938K 0.03% +2,686 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,508 shares; 2024Q4: 17,387 shares; 2025Q1: 16,962 shares; 2025Q2: 18,465 shares; 2025Q3: 18,824 shares; 2025Q4: 19,079 shares 19,079 $919K 0.03% +255 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,950 shares; 2024Q4: 15,045 shares; 2025Q1: 12,100 shares; 2025Q2: 12,126 shares; 2025Q3: 11,888 shares; 2025Q4: 11,705 shares 11,705 $909K 0.03% -183 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 3,423 shares; 2025Q1: 3,538 shares; 2025Q2: 3,538 shares; 2025Q3: 4,723 shares; 2025Q4: 7,458 shares 7,458 $907K 0.03% +2,735 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,545 shares; 2024Q4: 8,535 shares; 2025Q1: 9,415 shares; 2025Q2: 9,667 shares; 2025Q3: 10,324 shares; 2025Q4: 10,228 shares 10,228 $905K 0.03% -96 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,602 shares; 2025Q1: 19,833 shares; 2025Q2: 35,428 shares; 2025Q3: 39,864 shares; 2025Q4: 33,921 shares 33,921 $900K 0.02% -5,943 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,374 shares; 2025Q1: 9,622 shares; 2025Q2: 10,831 shares; 2025Q3: 11,033 shares; 2025Q4: 13,498 shares 13,498 $897K 0.02% +2,465 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,843 shares; 2024Q4: 11,859 shares; 2025Q1: 11,672 shares; 2025Q2: 10,839 shares; 2025Q3: 11,033 shares; 2025Q4: 11,219 shares 11,219 $895K 0.02% +186 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,383 shares; 2024Q4: 11,199 shares; 2025Q1: 12,011 shares; 2025Q2: 11,397 shares; 2025Q3: 10,644 shares; 2025Q4: 7,808 shares 7,808 $888K 0.02% -2,836 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,027 shares; 2024Q4: 8,429 shares; 2025Q1: 7,094 shares; 2025Q2: 7,032 shares; 2025Q3: 23,935 shares; 2025Q4: 24,467 shares 24,467 $887K 0.02% +532 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 4,509 shares; 2025Q2: 6,342 shares; 2025Q3: 19,608 shares; 2025Q4: 19,815 shares 19,815 $879K 0.02% +207 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,504 shares; 2025Q2: 17,818 shares; 2025Q3: 26,038 shares; 2025Q4: 30,933 shares 30,933 $867K 0.02% +4,895 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 3,043 shares; 2025Q1: 1,068 shares; 2025Q2: 1,075 shares; 2025Q3: 6,250 shares; 2025Q4: 15,063 shares 15,063 $854K 0.02% +8,813 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,296 shares; 2024Q4: 11,154 shares; 2025Q1: 11,185 shares; 2025Q2: 11,225 shares; 2025Q3: 13,934 shares; 2025Q4: 14,485 shares 14,485 $851K 0.02% +551 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,754 shares 33,754 $851K 0.02% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,861 shares; 2025Q1: 2,471 shares; 2025Q2: 2,475 shares; 2025Q3: 2,566 shares; 2025Q4: 2,563 shares 2,563 $839K 0.02% -3 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: 3,974 shares; 2025Q1: 7,582 shares; 2025Q2: 7,540 shares; 2025Q3: 7,628 shares; 2025Q4: 7,617 shares 7,617 $837K 0.02% -11 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,472 shares; 2025Q1: 8,552 shares; 2025Q2: 8,552 shares; 2025Q3: 8,538 shares; 2025Q4: 8,613 shares 8,613 $837K 0.02% +75 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,086 shares; 2024Q4: 8,086 shares; 2025Q1: 8,086 shares; 2025Q2: 8,086 shares; 2025Q3: 8,086 shares; 2025Q4: 8,086 shares 8,086 $836K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,018 shares; 2024Q4: 5,444 shares; 2025Q1: 6,604 shares; 2025Q2: 6,815 shares; 2025Q3: 6,654 shares; 2025Q4: 6,767 shares 6,767 $831K 0.02% +113 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,239 shares; 2024Q4: 25,239 shares; 2025Q1: 26,202 shares; 2025Q2: 26,202 shares; 2025Q3: 26,128 shares; 2025Q4: 23,306 shares 23,306 $819K 0.02% -2,822 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,789 shares; 2024Q4: 14,675 shares; 2025Q1: 15,845 shares; 2025Q2: 18,774 shares; 2025Q3: 19,736 shares; 2025Q4: 21,481 shares 21,481 $814K 0.02% +1,745 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 267 shares; 2025Q1: 409 shares; 2025Q2: 467 shares; 2025Q3: 3,772 shares; 2025Q4: 8,248 shares 8,248 $811K 0.02% +4,476 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 997 shares; 2025Q1: 32,435 shares; 2025Q2: 31,269 shares; 2025Q3: 32,230 shares; 2025Q4: 31,977 shares 31,977 $805K 0.02% -253 Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,011 shares; 2024Q4: 24,011 shares; 2025Q1: 29,605 shares; 2025Q2: 30,592 shares; 2025Q3: 32,443 shares; 2025Q4: 32,028 shares 32,028 $802K 0.02% -415 Timeline FFLS NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,382 shares; 2024Q4: 28,830 shares; 2025Q1: 29,495 shares; 2025Q2: 29,495 shares; 2025Q3: 29,489 shares; 2025Q4: 34,276 shares 34,276 $796K 0.02% +4,787 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 8,148 shares; 2025Q1: 8,148 shares; 2025Q2: 8,299 shares; 2025Q3: 8,439 shares; 2025Q4: 8,436 shares 8,436 $793K 0.02% -3 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,249 shares; 2024Q4: 17,222 shares; 2025Q1: 18,195 shares; 2025Q2: 18,195 shares; 2025Q3: 18,195 shares; 2025Q4: 17,918 shares 17,918 $787K 0.02% -277 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,082 shares; 2024Q4: 17,445 shares; 2025Q1: 17,517 shares; 2025Q2: 17,650 shares; 2025Q3: 16,449 shares; 2025Q4: 2,246 shares 2,246 $786K 0.02% -14,203 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 4,278 shares; 2025Q1: 4,407 shares; 2025Q2: 4,420 shares; 2025Q3: 5,562 shares; 2025Q4: 7,913 shares 7,913 $780K 0.02% +2,351 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,092 shares; 2024Q4: 25,187 shares; 2025Q1: 26,140 shares; 2025Q2: 25,782 shares; 2025Q3: 25,310 shares; 2025Q4: 24,854 shares 24,854 $778K 0.02% -456 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 2,055 shares; 2025Q1: 4,884 shares; 2025Q2: 7,457 shares; 2025Q3: 15,226 shares; 2025Q4: 15,197 shares 15,197 $769K 0.02% -29 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,703 shares; 2025Q1: 5,824 shares; 2025Q2: 4,763 shares; 2025Q3: 4,759 shares; 2025Q4: 4,973 shares 4,973 $764K 0.02% +214 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,429 shares; 2025Q1: 3,429 shares; 2025Q2: 3,429 shares; 2025Q3: 3,429 shares; 2025Q4: 3,429 shares 3,429 $763K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,258 shares; 2025Q1: 3,385 shares; 2025Q2: 3,385 shares; 2025Q3: 4,522 shares; 2025Q4: 5,046 shares 5,046 $763K 0.02% +524 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: 3,590 shares; 2025Q1: 8,844 shares; 2025Q2: 8,849 shares; 2025Q3: 8,867 shares; 2025Q4: 17,827 shares 17,827 $761K 0.02% +8,960 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 3,891 shares; 2025Q2: 6,865 shares; 2025Q3: 14,897 shares; 2025Q4: 21,397 shares 21,397 $753K 0.02% +6,500 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 5,202 shares; 2025Q1: 5,414 shares; 2025Q2: 5,324 shares; 2025Q3: 5,303 shares; 2025Q4: 4,150 shares 4,150 $752K 0.02% -1,153 Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,512 shares; 2024Q4: 30,051 shares; 2025Q1: 27,427 shares; 2025Q2: 27,427 shares; 2025Q3: 27,427 shares; 2025Q4: 27,427 shares 27,427 $738K 0.02% 0 Timeline PAYR FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,579 shares 14,579 $737K 0.02% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,026 shares; 2024Q4: 19,150 shares; 2025Q1: 26,026 shares; 2025Q2: 27,673 shares; 2025Q3: 27,699 shares; 2025Q4: 27,770 shares 27,770 $728K 0.02% +71 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 3,264 shares; 2025Q1: 3,455 shares; 2025Q2: 3,481 shares; 2025Q3: 3,540 shares; 2025Q4: 3,941 shares 3,941 $725K 0.02% +401 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,337 shares; 2024Q4: 35,493 shares; 2025Q1: 33,588 shares; 2025Q2: 32,213 shares; 2025Q3: 31,121 shares; 2025Q4: 34,401 shares 34,401 $715K 0.02% +3,280 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,761 shares; 2024Q4: 2,792 shares; 2025Q1: 2,830 shares; 2025Q2: 2,786 shares; 2025Q3: 2,762 shares; 2025Q4: 2,944 shares 2,944 $710K 0.02% +182 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,339 shares; 2024Q4: 7,623 shares; 2025Q1: 8,122 shares; 2025Q2: 8,486 shares; 2025Q3: 9,334 shares; 2025Q4: 9,546 shares 9,546 $708K 0.02% +212 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,479 shares; 2025Q4: 9,478 shares 9,478 $708K 0.02% +6,999 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 2,128 shares; 2025Q1: 2,090 shares; 2025Q2: 2,091 shares; 2025Q3: 2,271 shares; 2025Q4: 2,099 shares 2,099 $707K 0.02% -172 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,743 shares; 2024Q4: 34,972 shares; 2025Q1: 40,165 shares; 2025Q2: 40,397 shares; 2025Q3: 33,940 shares; 2025Q4: 30,287 shares 30,287 $707K 0.02% -3,653 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,492 shares; 2025Q1: 1,550 shares; 2025Q2: 1,547 shares; 2025Q3: 1,525 shares; 2025Q4: 1,496 shares 1,496 $701K 0.02% -29 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 5,083 shares; 2025Q1: 5,083 shares; 2025Q2: 5,063 shares; 2025Q3: 5,063 shares; 2025Q4: 5,063 shares 5,063 $698K 0.02% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,331 shares; 2024Q4: 6,271 shares; 2025Q1: 6,511 shares; 2025Q2: 6,980 shares; 2025Q3: 6,877 shares; 2025Q4: 7,087 shares 7,087 $694K 0.02% +210 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,506 shares; 2024Q4: 12,496 shares; 2025Q1: 13,837 shares; 2025Q2: 14,868 shares; 2025Q3: 14,916 shares; 2025Q4: 15,311 shares 15,311 $690K 0.02% +395 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,814 shares; 2024Q4: 13,930 shares; 2025Q1: 18,210 shares; 2025Q2: 18,226 shares; 2025Q3: 22,171 shares; 2025Q4: 17,658 shares 17,658 $690K 0.02% -4,513 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 5,165 shares; 2025Q1: 4,928 shares; 2025Q2: 4,601 shares; 2025Q3: 4,124 shares; 2025Q4: 5,776 shares 5,776 $689K 0.02% +1,652 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,522 shares; 2024Q4: 15,097 shares; 2025Q1: 12,499 shares; 2025Q2: 13,344 shares; 2025Q3: 13,929 shares; 2025Q4: 15,352 shares 15,352 $678K 0.02% +1,423 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 1,938 shares; 2025Q1: 2,350 shares; 2025Q2: 2,345 shares; 2025Q3: 2,497 shares; 2025Q4: 3,109 shares 3,109 $674K 0.02% +612 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 1,209 shares; 2025Q1: 2,536 shares; 2025Q2: 2,808 shares; 2025Q3: 2,794 shares; 2025Q4: 2,734 shares 2,734 $673K 0.02% -60 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,130 shares; 2025Q1: 14,249 shares; 2025Q2: 14,334 shares; 2025Q3: 22,615 shares; 2025Q4: 31,379 shares 31,379 $673K 0.02% +8,764 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,167 shares; 2024Q4: 10,344 shares; 2025Q1: 12,300 shares; 2025Q2: 13,772 shares; 2025Q3: 14,177 shares; 2025Q4: 14,053 shares 14,053 $672K 0.02% -124 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 13,532 shares; 2025Q1: 13,316 shares; 2025Q2: 12,898 shares; 2025Q3: 12,818 shares; 2025Q4: 13,129 shares 13,129 $671K 0.02% +311 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,130 shares; 2024Q4: 15,130 shares; 2025Q1: 22,168 shares; 2025Q2: 21,584 shares; 2025Q3: 21,197 shares; 2025Q4: 21,132 shares 21,132 $670K 0.02% -65 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,391 shares; 2024Q4: 13,259 shares; 2025Q1: 10,649 shares; 2025Q2: 10,050 shares; 2025Q3: 9,118 shares; 2025Q4: 7,948 shares 7,948 $669K 0.02% -1,170 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,986 shares; 2025Q1: 3,287 shares; 2025Q2: 3,167 shares; 2025Q3: 3,181 shares; 2025Q4: 3,168 shares 3,168 $666K 0.02% -13 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,975 shares; 2024Q4: 40,063 shares; 2025Q1: 19,470 shares; 2025Q2: 11,545 shares; 2025Q3: 23,274 shares; 2025Q4: 24,271 shares 24,271 $660K 0.02% +997 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,463 shares; 2025Q1: 1,501 shares; 2025Q2: 1,486 shares; 2025Q3: 1,639 shares; 2025Q4: 1,827 shares 1,827 $658K 0.02% +188 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,280 shares; 2024Q4: 8,231 shares; 2025Q1: 8,397 shares; 2025Q2: 7,455 shares; 2025Q3: 7,065 shares; 2025Q4: 4,656 shares 4,656 $657K 0.02% -2,409 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,040 shares; 2024Q4: 11,787 shares; 2025Q1: 15,236 shares; 2025Q2: 15,118 shares; 2025Q3: 16,010 shares; 2025Q4: 15,805 shares 15,805 $653K 0.02% -205 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,764 shares; 2025Q1: 2,072 shares; 2025Q2: 2,072 shares; 2025Q3: 2,072 shares; 2025Q4: 2,099 shares 2,099 $652K 0.02% +27 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,429 shares; 2025Q1: 28,740 shares; 2025Q2: 28,740 shares; 2025Q3: 28,740 shares; 2025Q4: 28,740 shares 28,740 $645K 0.02% 0 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,013 shares; 2025Q4: 31,949 shares 31,949 $643K 0.02% +18,936 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,922 shares; 2025Q1: 6,926 shares; 2025Q2: 6,840 shares; 2025Q3: 6,800 shares; 2025Q4: 6,664 shares 6,664 $642K 0.02% -136 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 2,249 shares; 2025Q1: 3,944 shares; 2025Q2: 2,184 shares; 2025Q3: 3,010 shares; 2025Q4: 5,708 shares 5,708 $633K 0.02% +2,698 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,883 shares; 2024Q4: 13,425 shares; 2025Q1: 12,994 shares; 2025Q2: 12,969 shares; 2025Q3: 12,828 shares; 2025Q4: 11,465 shares 11,465 $619K 0.02% -1,363 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,249 shares; 2025Q1: 2,198 shares; 2025Q2: 2,206 shares; 2025Q3: 2,148 shares; 2025Q4: 2,214 shares 2,214 $613K 0.02% +66 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,002 shares; 2024Q4: 2,268 shares; 2025Q1: 2,394 shares; 2025Q2: 3,159 shares; 2025Q3: 2,811 shares; 2025Q4: 12,748 shares 12,748 $609K 0.02% +9,937 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,506 shares; 2024Q4: 11,255 shares; 2025Q1: 12,117 shares; 2025Q2: 13,022 shares; 2025Q3: 22,279 shares; 2025Q4: 25,713 shares 25,713 $608K 0.02% +3,434 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 5,683 shares; 2025Q1: 5,502 shares; 2025Q2: 5,330 shares; 2025Q3: 5,310 shares; 2025Q4: 5,153 shares 5,153 $604K 0.02% -157 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,666 shares; 2025Q1: 30,612 shares; 2025Q2: 30,612 shares; 2025Q3: 30,612 shares; 2025Q4: 23,472 shares 23,472 $604K 0.02% -7,140 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,789 shares; 2025Q1: 1,669 shares; 2025Q2: 1,085 shares; 2025Q3: 8,697 shares; 2025Q4: 16,770 shares 16,770 $602K 0.02% +8,073 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,492 shares; 2024Q4: 10,512 shares; 2025Q1: 10,533 shares; 2025Q2: 9,649 shares; 2025Q3: 9,707 shares; 2025Q4: 13,389 shares 13,389 $602K 0.02% +3,682 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,330 shares; 2025Q4: 12,777 shares 12,777 $592K 0.02% +7,447 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 893 shares; 2025Q1: 1,077 shares; 2025Q2: 1,154 shares; 2025Q3: 1,497 shares; 2025Q4: 1,491 shares 1,491 $591K 0.02% -6 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 2,617 shares; 2025Q1: 2,281 shares; 2025Q2: 3,089 shares; 2025Q3: 9,987 shares; 2025Q4: 14,554 shares 14,554 $587K 0.02% +4,567 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 347 shares 347 $587K 0.02% +320 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 654 shares; 2025Q3: 653 shares; 2025Q4: 653 shares 653 $575K 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,550 shares; 2024Q4: 9,488 shares; 2025Q1: 10,142 shares; 2025Q2: 5,557 shares; 2025Q3: 4,564 shares; 2025Q4: 4,074 shares 4,074 $575K 0.02% -490 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 436 shares; 2025Q3: 3,465 shares; 2025Q4: 5,498 shares 5,498 $572K 0.02% +2,033 Timeline CPSA CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,424 shares; 2024Q4: 23,424 shares; 2025Q1: 25,890 shares; 2025Q2: 25,890 shares; 2025Q3: 24,862 shares; 2025Q4: 21,235 shares 21,235 $572K 0.02% -3,627 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,155 shares; 2025Q1: 15,155 shares; 2025Q2: 15,350 shares; 2025Q3: 21,947 shares; 2025Q4: 24,625 shares 24,625 $562K 0.02% +2,678 Timeline JHMU JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,832 shares; 2024Q4: 6,863 shares; 2025Q1: 6,935 shares; 2025Q2: 6,971 shares; 2025Q3: 16,597 shares; 2025Q4: 21,395 shares 21,395 $559K 0.02% +4,798 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,546 shares; 2024Q4: 30,307 shares; 2025Q1: 30,442 shares; 2025Q2: 31,856 shares; 2025Q3: 32,227 shares; 2025Q4: 32,383 shares 32,383 $548K 0.02% +156 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,746 shares; 2024Q4: 10,746 shares; 2025Q1: 13,438 shares; 2025Q2: 13,438 shares; 2025Q3: 13,438 shares; 2025Q4: 13,438 shares 13,438 $547K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 13,446 shares; 2025Q1: 14,677 shares; 2025Q2: 15,096 shares; 2025Q3: 15,910 shares; 2025Q4: 18,393 shares 18,393 $545K 0.02% +2,483 Timeline QWLD SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,718 shares; 2025Q1: 3,718 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares; 2025Q4: 3,758 shares 3,758 $538K 0.01% +21 Timeline CPSF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,712 shares; 2025Q4: 20,712 shares 20,712 $530K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 2,157 shares; 2025Q1: 2,227 shares; 2025Q2: 2,142 shares; 2025Q3: 2,180 shares; 2025Q4: 2,413 shares 2,413 $517K 0.01% +233 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 5,408 shares; 2025Q1: 12,486 shares; 2025Q2: 12,506 shares; 2025Q3: 12,086 shares; 2025Q4: 11,666 shares 11,666 $512K 0.01% -420 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,915 shares; 2024Q4: 251,258 shares; 2025Q1: 264,887 shares; 2025Q2: 292,692 shares; 2025Q3: 16,851 shares; 2025Q4: 17,090 shares 17,090 $511K 0.01% +239 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,582 shares; 2024Q4: 23,070 shares; 2025Q1: 20,020 shares; 2025Q2: 21,914 shares; 2025Q3: 23,829 shares; 2025Q4: 22,162 shares 22,162 $510K 0.01% -1,667 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,288 shares; 2024Q4: 99,015 shares; 2025Q1: 1,782 shares; 2025Q2: 4,972 shares; 2025Q3: 5,109 shares; 2025Q4: 10,586 shares 10,586 $508K 0.01% +5,477 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,177 shares; 2024Q4: 12,215 shares; 2025Q1: 11,896 shares; 2025Q2: 12,215 shares; 2025Q3: 12,215 shares; 2025Q4: 11,848 shares 11,848 $507K 0.01% -367 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,374 shares; 2024Q4: 9,398 shares; 2025Q1: 9,105 shares; 2025Q2: 7,289 shares; 2025Q3: 7,302 shares; 2025Q4: 5,641 shares 5,641 $505K 0.01% -1,661 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,567 shares; 2025Q1: 2,176 shares; 2025Q2: 2,283 shares; 2025Q3: 3,705 shares; 2025Q4: 3,384 shares 3,384 $504K 0.01% -321 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 396 shares; 2025Q2: not reported; 2025Q3: 12,569 shares; 2025Q4: 18,329 shares 18,329 $504K 0.01% +5,760 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,546 shares; 2024Q4: 10,546 shares; 2025Q1: 17,963 shares; 2025Q2: 17,678 shares; 2025Q3: 17,678 shares; 2025Q4: 16,889 shares 16,889 $501K 0.01% -789 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,665 shares; 2024Q4: 69,665 shares; 2025Q1: 67,825 shares; 2025Q2: 67,675 shares; 2025Q3: 67,855 shares; 2025Q4: 67,255 shares 67,255 $497K 0.01% -600 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,031 shares; 2024Q4: 17,275 shares; 2025Q1: 9,686 shares; 2025Q2: 6,429 shares; 2025Q3: 10,317 shares; 2025Q4: 10,887 shares 10,887 $492K 0.01% +570 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 2,743 shares; 2025Q1: 2,745 shares; 2025Q2: 2,694 shares; 2025Q3: 2,756 shares; 2025Q4: 2,650 shares 2,650 $491K 0.01% -106 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,198 shares; 2024Q4: 3,317 shares; 2025Q1: 3,198 shares; 2025Q2: 3,596 shares; 2025Q3: 4,121 shares; 2025Q4: 4,221 shares 4,221 $490K 0.01% +100 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,982 shares; 2024Q4: 7,311 shares; 2025Q1: 5,827 shares; 2025Q2: 7,718 shares; 2025Q3: 7,735 shares; 2025Q4: 9,080 shares 9,080 $489K 0.01% +1,345 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,405 shares; 2024Q4: 11,403 shares; 2025Q1: 10,805 shares; 2025Q2: 10,723 shares; 2025Q3: 10,603 shares; 2025Q4: 10,926 shares 10,926 $488K 0.01% +323 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,204 shares; 2025Q1: 2,200 shares; 2025Q2: 2,359 shares; 2025Q3: 2,375 shares; 2025Q4: 2,128 shares 2,128 $485K 0.01% -247 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 1,324 shares; 2025Q1: 1,520 shares; 2025Q2: 1,387 shares; 2025Q3: 1,400 shares; 2025Q4: 1,375 shares 1,375 $484K 0.01% -25 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,378 shares 5,378 $483K 0.01% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,675 shares; 2025Q1: 3,361 shares; 2025Q2: 3,364 shares; 2025Q3: 2,943 shares; 2025Q4: 5,351 shares 5,351 $482K 0.01% +2,408 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,423 shares; 2024Q4: 14,370 shares; 2025Q1: 13,805 shares; 2025Q2: 13,785 shares; 2025Q3: 13,665 shares; 2025Q4: 12,315 shares 12,315 $482K 0.01% -1,350 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 3,248 shares; 2025Q1: 3,165 shares; 2025Q2: 2,821 shares; 2025Q3: 2,788 shares; 2025Q4: 2,770 shares 2,770 $480K 0.01% -18 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,939 shares; 2025Q1: 3,176 shares; 2025Q2: 3,280 shares; 2025Q3: 3,619 shares; 2025Q4: 3,689 shares 3,689 $475K 0.01% +70 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,120 shares; 2024Q4: 11,903 shares; 2025Q1: 11,903 shares; 2025Q2: 10,954 shares; 2025Q3: 10,954 shares; 2025Q4: 10,954 shares 10,954 $474K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,781 shares; 2025Q1: 1,756 shares; 2025Q2: 1,763 shares; 2025Q3: 1,768 shares; 2025Q4: 1,948 shares 1,948 $472K 0.01% +180 Timeline CALAMOS ETF TR CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,827 shares; 2025Q1: 18,272 shares; 2025Q2: 18,272 shares; 2025Q3: 17,361 shares; 2025Q4: 17,361 shares 17,361 $468K 0.01% 0 GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,609 shares; 2024Q4: 13,846 shares; 2025Q1: 20,195 shares; 2025Q2: 20,710 shares; 2025Q3: 25,709 shares; 2025Q4: 35,829 shares 35,829 $461K 0.01% +10,120 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,107 shares; 2025Q1: 4,222 shares; 2025Q2: 4,226 shares; 2025Q3: 4,246 shares; 2025Q4: 4,298 shares 4,298 $459K 0.01% +52 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,515 shares; 2024Q4: 30,583 shares; 2025Q1: 27,557 shares; 2025Q2: 35,572 shares; 2025Q3: 36,172 shares; 2025Q4: 18,425 shares 18,425 $457K 0.01% -17,747 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 2,141 shares; 2025Q1: 2,699 shares; 2025Q2: 3,616 shares; 2025Q3: 6,575 shares; 2025Q4: 9,966 shares 9,966 $457K 0.01% +3,391 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 11,657 shares; 2025Q4: 14,249 shares 14,249 $450K 0.01% +2,592 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,575 shares; 2025Q2: 21,963 shares; 2025Q3: 35,772 shares; 2025Q4: 22,348 shares 22,348 $448K 0.01% -13,424 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 440 shares; 2025Q1: 2,068 shares; 2025Q2: 2,055 shares; 2025Q3: 2,140 shares; 2025Q4: 2,143 shares 2,143 $446K 0.01% +3 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,082 shares; 2024Q4: 9,541 shares; 2025Q1: 10,104 shares; 2025Q2: 10,064 shares; 2025Q3: 9,408 shares; 2025Q4: 9,722 shares 9,722 $446K 0.01% +314 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: 2,903 shares; 2025Q1: 2,838 shares; 2025Q2: 2,822 shares; 2025Q3: 2,791 shares; 2025Q4: 2,730 shares 2,730 $444K 0.01% -61 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 8,956 shares; 2025Q1: 11,366 shares; 2025Q2: 14,091 shares; 2025Q3: 18,815 shares; 2025Q4: 18,945 shares 18,945 $443K 0.01% +130 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,018 shares; 2025Q1: 1,488 shares; 2025Q2: 1,488 shares; 2025Q3: 1,523 shares; 2025Q4: 1,418 shares 1,418 $443K 0.01% -105 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,497 shares; 2024Q4: 11,497 shares; 2025Q1: 16,410 shares; 2025Q2: 16,410 shares; 2025Q3: 16,410 shares; 2025Q4: 16,410 shares 16,410 $439K 0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 5,197 shares; 2025Q1: 5,347 shares; 2025Q2: 5,322 shares; 2025Q3: 5,409 shares; 2025Q4: 8,152 shares 8,152 $431K 0.01% +2,743 Timeline FLQS FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 855 shares; 2025Q3: 8,549 shares; 2025Q4: 9,979 shares 9,979 $431K 0.01% +1,430 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 774 shares; 2025Q1: not reported; 2025Q2: 1,214 shares; 2025Q3: 5,084 shares; 2025Q4: 5,120 shares 5,120 $428K 0.01% +36 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,179 shares; 2025Q1: 3,981 shares; 2025Q2: 3,981 shares; 2025Q3: 11,438 shares; 2025Q4: 12,795 shares 12,795 $424K 0.01% +1,357 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 9,262 shares; 2025Q1: 12,947 shares; 2025Q2: 12,881 shares; 2025Q3: 16,636 shares; 2025Q4: 16,729 shares 16,729 $419K 0.01% +93 Timeline RSMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,068 shares; 2025Q3: 19,075 shares; 2025Q4: 19,075 shares 19,075 $419K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 122 shares; 2025Q1: 1,880 shares; 2025Q2: 1,937 shares; 2025Q3: 2,033 shares; 2025Q4: 1,965 shares 1,965 $411K 0.01% -68 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,556 shares; 2024Q4: 13,036 shares; 2025Q1: 19,555 shares; 2025Q2: 20,110 shares; 2025Q3: 24,464 shares; 2025Q4: 31,652 shares 31,652 $408K 0.01% +7,188 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,999 shares; 2025Q1: 4,003 shares; 2025Q2: 4,007 shares; 2025Q3: 3,974 shares; 2025Q4: 4,342 shares 4,342 $404K 0.01% +368 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 397 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 605 shares; 2025Q4: 522 shares 522 $403K 0.01% -83 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 601 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,113 shares; 2025Q4: 11,341 shares 11,341 $401K 0.01% +6,228 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 2,344 shares; 2025Q1: 2,452 shares; 2025Q2: 2,413 shares; 2025Q3: 2,429 shares; 2025Q4: 2,584 shares 2,584 $400K 0.01% +155 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 781 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 834 shares; 2025Q4: 774 shares 774 $396K 0.01% -60 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,590 shares; 2024Q4: 12,047 shares; 2025Q1: 10,927 shares; 2025Q2: 10,943 shares; 2025Q3: 11,300 shares; 2025Q4: 11,386 shares 11,386 $395K 0.01% +86 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,408 shares; 2025Q1: 2,412 shares; 2025Q2: 2,379 shares; 2025Q3: 2,384 shares; 2025Q4: 1,530 shares 1,530 $393K 0.01% -854 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 463 shares; 2025Q1: 988 shares; 2025Q2: 954 shares; 2025Q3: 950 shares; 2025Q4: 1,692 shares 1,692 $391K 0.01% +742 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 6,397 shares; 2025Q1: 6,478 shares; 2025Q2: 6,478 shares; 2025Q3: 6,494 shares; 2025Q4: 6,651 shares 6,651 $390K 0.01% +157 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: 3,210 shares; 2025Q3: 3,258 shares; 2025Q4: 2,973 shares 2,973 $389K 0.01% -285 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,232 shares; 2024Q4: 24,656 shares; 2025Q1: 20,917 shares; 2025Q2: 20,803 shares; 2025Q3: 22,905 shares; 2025Q4: 15,620 shares 15,620 $389K 0.01% -7,285 Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,621 shares; 2025Q1: 1,621 shares; 2025Q2: 1,621 shares; 2025Q3: 14,673 shares; 2025Q4: 14,673 shares 14,673 $389K 0.01% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,576 shares; 2024Q4: 5,576 shares; 2025Q1: 5,576 shares; 2025Q2: 5,576 shares; 2025Q3: 5,576 shares; 2025Q4: 5,576 shares 5,576 $387K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,761 shares; 2025Q1: 2,896 shares; 2025Q2: 2,896 shares; 2025Q3: 3,143 shares; 2025Q4: 3,708 shares 3,708 $386K 0.01% +565 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,199 shares; 2024Q4: 22,845 shares; 2025Q1: 8,748 shares; 2025Q2: 8,953 shares; 2025Q3: 9,509 shares; 2025Q4: 7,857 shares 7,857 $386K 0.01% -1,652 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 6,700 shares; 2025Q1: 6,630 shares; 2025Q2: 6,555 shares; 2025Q3: 6,585 shares; 2025Q4: 6,613 shares 6,613 $382K 0.01% +28 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 1,317 shares; 2025Q1: 1,317 shares; 2025Q2: 1,317 shares; 2025Q3: 11,992 shares; 2025Q4: 16,166 shares 16,166 $382K 0.01% +4,174 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,693 shares; 2024Q4: 7,520 shares; 2025Q1: 5,117 shares; 2025Q2: 2,974 shares; 2025Q3: 3,047 shares; 2025Q4: 2,887 shares 2,887 $378K 0.01% -160 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,937 shares; 2025Q1: not reported; 2025Q2: 422 shares; 2025Q3: not reported; 2025Q4: 4,215 shares 4,215 $376K 0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 951 shares; 2025Q3: 3,396 shares; 2025Q4: 2,970 shares 2,970 $374K 0.01% -426 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,111 shares; 2025Q1: 6,101 shares; 2025Q2: 6,101 shares; 2025Q3: 8,811 shares; 2025Q4: 11,507 shares 11,507 $374K 0.01% +2,696 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 8,832 shares; 2025Q4: 11,479 shares 11,479 $373K 0.01% +2,647 Timeline CPNM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,350 shares; 2025Q3: 14,350 shares; 2025Q4: 14,350 shares 14,350 $373K 0.01% 0 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,386 shares; 2025Q2: 3,386 shares; 2025Q3: 3,386 shares; 2025Q4: 3,106 shares 3,106 $372K 0.01% -280 Timeline CPST CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,625 shares; 2024Q4: 14,625 shares; 2025Q1: 14,625 shares; 2025Q2: 14,625 shares; 2025Q3: 13,745 shares; 2025Q4: 13,745 shares 13,745 $372K 0.01% 0 Timeline RSSE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 9,263 shares; 2025Q1: 14,957 shares; 2025Q2: 16,486 shares; 2025Q3: 18,528 shares; 2025Q4: 17,199 shares 17,199 $368K 0.01% -1,329 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,521 shares; 2025Q1: 1,518 shares; 2025Q2: 1,818 shares; 2025Q3: 1,942 shares; 2025Q4: 2,271 shares 2,271 $362K 0.01% +329 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,121 shares; 2024Q4: 14,341 shares; 2025Q1: 14,305 shares; 2025Q2: 14,334 shares; 2025Q3: 15,551 shares; 2025Q4: 15,670 shares 15,670 $360K 0.01% +119 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 2,797 shares; 2025Q2: 2,798 shares; 2025Q3: 4,214 shares; 2025Q4: 4,996 shares 4,996 $357K 0.01% +782 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,442 shares; 2025Q4: 6,497 shares 6,497 $357K 0.01% +55 Timeline RSDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,475 shares; 2025Q1: 9,109 shares; 2025Q2: 9,109 shares; 2025Q3: 11,589 shares; 2025Q4: 16,270 shares 16,270 $355K 0.01% +4,681 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 4,880 shares; 2025Q1: 4,826 shares; 2025Q2: 4,773 shares; 2025Q3: 4,773 shares; 2025Q4: 4,773 shares 4,773 $351K 0.01% 0 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,817 shares; 2024Q4: 9,617 shares; 2025Q1: 9,617 shares; 2025Q2: 9,614 shares; 2025Q3: 9,613 shares; 2025Q4: 9,697 shares 9,697 $351K 0.01% +84 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,968 shares; 2025Q4: 12,968 shares 12,968 $350K 0.01% 0 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,599 shares; 2024Q4: 7,599 shares; 2025Q1: 7,599 shares; 2025Q2: 8,288 shares; 2025Q3: 8,288 shares; 2025Q4: 8,288 shares 8,288 $347K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 4,247 shares; 2025Q1: 4,243 shares; 2025Q2: 4,201 shares; 2025Q3: 4,180 shares; 2025Q4: 4,069 shares 4,069 $339K 0.01% -111 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 1,279 shares; 2025Q1: 1,279 shares; 2025Q2: 1,279 shares; 2025Q3: 1,157 shares; 2025Q4: 2,020 shares 2,020 $339K 0.01% +863 Timeline