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: 1,093,878 shares; 2024Q4: 1,084,468 shares; 2025Q1: 1,044,347 shares; 2025Q2: 1,048,931 shares; 2025Q3: 1,049,246 shares; 2025Q4: 1,101,330 shares 1,101,330 $352M 14.13% +52,084 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: 1,612,759 shares; 2024Q4: 1,624,275 shares; 2025Q1: 1,583,834 shares; 2025Q2: 1,596,618 shares; 2025Q3: 1,630,984 shares; 2025Q4: 1,772,568 shares 1,772,568 $177M 7.13% +141,584 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: 1,268,138 shares; 2024Q4: 1,286,013 shares; 2025Q1: 1,256,999 shares; 2025Q2: 1,268,305 shares; 2025Q3: 1,281,451 shares; 2025Q4: 1,356,502 shares 1,356,502 $114M 4.6% +75,051 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: 1,396,545 shares; 2024Q4: 1,479,320 shares; 2025Q1: 1,658,409 shares; 2025Q2: 1,813,687 shares; 2025Q3: 1,950,581 shares; 2025Q4: 1,982,606 shares 1,982,606 $90.4M 3.63% +32,025 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: 236,431 shares; 2024Q4: 236,267 shares; 2025Q1: 231,116 shares; 2025Q2: 237,208 shares; 2025Q3: 239,167 shares; 2025Q4: 257,702 shares 257,702 $77.2M 3.1% +18,535 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: 1,022,597 shares; 2024Q4: 1,034,938 shares; 2025Q1: 947,542 shares; 2025Q2: 924,226 shares; 2025Q3: 832,256 shares; 2025Q4: 754,767 shares 754,767 $63.9M 2.57% -77,489 Timeline GSY 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: 619,068 shares; 2024Q4: 668,072 shares; 2025Q1: 724,143 shares; 2025Q2: 804,106 shares; 2025Q3: 833,386 shares; 2025Q4: 1,249,389 shares 1,249,389 $62.8M 2.53% +416,003 Timeline VTC 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: 715,827 shares; 2024Q4: 722,809 shares; 2025Q1: 706,488 shares; 2025Q2: 712,370 shares; 2025Q3: 726,560 shares; 2025Q4: 805,738 shares 805,738 $62.7M 2.52% +79,178 Timeline PBUS 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: 410,272 shares; 2024Q4: 428,705 shares; 2025Q1: 445,597 shares; 2025Q2: 540,917 shares; 2025Q3: 633,908 shares; 2025Q4: 899,873 shares 899,873 $62.6M 2.51% +265,965 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: 902,496 shares; 2024Q4: 929,344 shares; 2025Q1: 930,964 shares; 2025Q2: 995,264 shares; 2025Q3: 957,981 shares; 2025Q4: 975,844 shares 975,844 $60.1M 2.42% +17,863 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: 661,581 shares; 2024Q4: 671,473 shares; 2025Q1: 684,409 shares; 2025Q2: 776,230 shares; 2025Q3: 835,785 shares; 2025Q4: 872,166 shares 872,166 $60M 2.41% +36,381 Timeline PPA 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: 340,696 shares; 2024Q4: 347,703 shares; 2025Q1: 347,578 shares; 2025Q2: 360,983 shares; 2025Q3: 332,723 shares; 2025Q4: 338,766 shares 338,766 $57M 2.29% +6,043 Timeline DDWM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,112,008 shares; 2025Q4: 1,162,052 shares 1,162,052 $51.5M 2.07% +50,044 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: 327,579 shares; 2024Q4: 333,948 shares; 2025Q1: 338,486 shares; 2025Q2: 346,981 shares; 2025Q3: 381,909 shares; 2025Q4: 411,166 shares 411,166 $51.3M 2.06% +29,257 Timeline TFLO 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: 1,187,094 shares; 2024Q4: 1,197,997 shares; 2025Q1: 1,276,388 shares; 2025Q2: 1,312,504 shares; 2025Q3: 1,341,064 shares; 2025Q4: 1,007,608 shares 1,007,608 $50.9M 2.04% -333,456 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: 551,103 shares; 2024Q4: 582,235 shares; 2025Q1: 613,671 shares; 2025Q2: 657,869 shares; 2025Q3: 674,230 shares; 2025Q4: 696,254 shares 696,254 $50.3M 2.02% +22,024 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: 764,412 shares; 2024Q4: 779,952 shares; 2025Q1: 701,847 shares; 2025Q2: 714,115 shares; 2025Q3: 733,030 shares; 2025Q4: 543,548 shares 543,548 $49.7M 2% -189,482 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: 643,691 shares; 2024Q4: 673,415 shares; 2025Q1: 721,996 shares; 2025Q2: 777,148 shares; 2025Q3: 948,966 shares; 2025Q4: 990,479 shares 990,479 $49.5M 1.99% +41,513 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: 493,552 shares; 2024Q4: 500,486 shares; 2025Q1: 532,584 shares; 2025Q2: 558,897 shares; 2025Q3: 579,633 shares; 2025Q4: 959,528 shares 959,528 $48.6M 1.95% +379,895 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: 151,479 shares; 2024Q4: 149,389 shares; 2025Q1: 137,337 shares; 2025Q2: 185,477 shares; 2025Q3: 177,531 shares; 2025Q4: 174,283 shares 174,283 $45.7M 1.84% -3,248 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: 687,133 shares; 2024Q4: 692,636 shares; 2025Q1: 680,953 shares; 2025Q2: 688,033 shares; 2025Q3: 690,207 shares; 2025Q4: 730,737 shares 730,737 $40.6M 1.63% +40,530 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: 904,458 shares; 2024Q4: 913,257 shares; 2025Q1: 886,460 shares; 2025Q2: 879,733 shares; 2025Q3: 907,040 shares; 2025Q4: 1,018,285 shares 1,018,285 $38.2M 1.54% +111,245 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: 175,763 shares; 2024Q4: 175,750 shares; 2025Q1: 206,316 shares; 2025Q2: 214,550 shares; 2025Q3: 196,281 shares; 2025Q4: 194,957 shares 194,957 $36.5M 1.47% -1,324 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: 84,269 shares; 2024Q4: 89,061 shares; 2025Q1: 97,635 shares; 2025Q2: 115,879 shares; 2025Q3: 124,256 shares; 2025Q4: 128,405 shares 128,405 $34.6M 1.39% +4,149 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: 453,707 shares; 2024Q4: 476,122 shares; 2025Q1: 539,487 shares; 2025Q2: 597,221 shares; 2025Q3: 621,969 shares; 2025Q4: 620,350 shares 620,350 $30M 1.2% -1,619 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: 52,934 shares; 2024Q4: 56,912 shares; 2025Q1: 56,498 shares; 2025Q2: 58,716 shares; 2025Q3: 59,136 shares; 2025Q4: 60,634 shares 60,634 $29M 1.17% +1,498 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: 73,041 shares; 2024Q4: 74,238 shares; 2025Q1: 81,500 shares; 2025Q2: 91,786 shares; 2025Q3: 95,870 shares; 2025Q4: 96,622 shares 96,622 $23.3M 0.94% +752 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: 704,355 shares; 2024Q4: 713,153 shares; 2025Q1: 707,807 shares; 2025Q2: 738,615 shares; 2025Q3: 751,791 shares; 2025Q4: 803,990 shares 803,990 $22.8M 0.92% +52,199 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: 318,541 shares; 2024Q4: 317,439 shares; 2025Q1: 304,159 shares; 2025Q2: 299,078 shares; 2025Q3: 294,521 shares; 2025Q4: 293,564 shares 293,564 $21.8M 0.88% -957 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: 92,911 shares; 2024Q4: 102,702 shares; 2025Q1: 108,511 shares; 2025Q2: 138,914 shares; 2025Q3: 179,199 shares; 2025Q4: 337,834 shares 337,834 $21.7M 0.87% +158,635 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: 173,520 shares; 2024Q4: 178,738 shares; 2025Q1: 170,715 shares; 2025Q2: 180,272 shares; 2025Q3: 176,973 shares; 2025Q4: 181,345 shares 181,345 $19.5M 0.78% +4,372 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: 477,702 shares; 2024Q4: 518,235 shares; 2025Q1: 497,647 shares; 2025Q2: 447,152 shares; 2025Q3: 591,857 shares; 2025Q4: 642,347 shares 642,347 $16.1M 0.65% +50,490 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: 52,258 shares; 2024Q4: 52,582 shares; 2025Q1: 53,917 shares; 2025Q2: 57,855 shares; 2025Q3: 59,437 shares; 2025Q4: 49,978 shares 49,978 $15.7M 0.63% -9,459 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: 49,353 shares; 2024Q4: 123,668 shares; 2025Q1: 147,072 shares; 2025Q2: 230,052 shares; 2025Q3: 247,108 shares; 2025Q4: 281,874 shares 281,874 $14.4M 0.58% +34,766 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: 168,906 shares; 2024Q4: 510,214 shares; 2025Q1: 509,364 shares; 2025Q2: 509,754 shares; 2025Q3: 515,366 shares; 2025Q4: 505,898 shares 505,898 $14.2M 0.57% -9,468 Timeline WTV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,903 shares; 2025Q3: 122,290 shares; 2025Q4: 119,455 shares 119,455 $11.4M 0.46% -2,835 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: 39,402 shares; 2024Q4: 39,559 shares; 2025Q1: 34,743 shares; 2025Q2: 32,582 shares; 2025Q3: 33,089 shares; 2025Q4: 32,607 shares 32,607 $10.9M 0.44% -482 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: 12,685 shares; 2024Q4: 13,275 shares; 2025Q1: 13,173 shares; 2025Q2: 12,612 shares; 2025Q3: 14,030 shares; 2025Q4: 16,058 shares 16,058 $10.6M 0.43% +2,028 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: 17,456 shares; 2024Q4: 17,751 shares; 2025Q1: 17,761 shares; 2025Q2: 17,901 shares; 2025Q3: 18,628 shares; 2025Q4: 18,639 shares 18,639 $9.3M 0.37% +11 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: 11,132 shares; 2024Q4: 11,296 shares; 2025Q1: 28,294 shares; 2025Q2: 29,587 shares; 2025Q3: 26,639 shares; 2025Q4: 26,439 shares 26,439 $9.09M 0.37% -200 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: 20,691 shares; 2024Q4: 20,809 shares; 2025Q1: 19,068 shares; 2025Q2: 19,751 shares; 2025Q3: 23,604 shares; 2025Q4: 24,253 shares 24,253 $8.47M 0.34% +649 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: 8,108 shares; 2024Q4: 8,111 shares; 2025Q1: 7,602 shares; 2025Q2: 8,029 shares; 2025Q3: 8,570 shares; 2025Q4: 8,599 shares 8,599 $8.22M 0.33% +29 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: 80,092 shares; 2024Q4: 79,134 shares; 2025Q1: 68,138 shares; 2025Q2: 67,574 shares; 2025Q3: 69,981 shares; 2025Q4: 70,585 shares 70,585 $8.07M 0.32% +604 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: 33,948 shares; 2024Q4: 33,160 shares; 2025Q1: 32,044 shares; 2025Q2: 21,275 shares; 2025Q3: 21,389 shares; 2025Q4: 28,318 shares 28,318 $7.85M 0.32% +6,929 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,819 shares; 2024Q4: 231,071 shares; 2025Q1: 250,648 shares; 2025Q2: 266,531 shares; 2025Q3: 276,608 shares; 2025Q4: 312,989 shares 312,989 $7.43M 0.3% +36,381 Timeline SMMU 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: 24,941 shares; 2024Q4: 62,763 shares; 2025Q1: 74,541 shares; 2025Q2: 96,459 shares; 2025Q3: 117,588 shares; 2025Q4: 145,371 shares 145,371 $7.35M 0.3% +27,783 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: 54,814 shares; 2024Q4: 55,185 shares; 2025Q1: 48,801 shares; 2025Q2: 49,255 shares; 2025Q3: 25,231 shares; 2025Q4: 23,256 shares 23,256 $7.32M 0.29% -1,975 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: 17,607 shares; 2024Q4: 19,455 shares; 2025Q1: 24,667 shares; 2025Q2: 26,854 shares; 2025Q3: 27,572 shares; 2025Q4: 23,772 shares 23,772 $7.04M 0.28% -3,800 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: 17,646 shares; 2024Q4: 17,718 shares; 2025Q1: 18,577 shares; 2025Q2: 19,917 shares; 2025Q3: 18,879 shares; 2025Q4: 16,212 shares 16,212 $7.02M 0.28% -2,667 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: 58,984 shares; 2024Q4: 61,159 shares; 2025Q1: 60,096 shares; 2025Q2: 54,714 shares; 2025Q3: 57,850 shares; 2025Q4: 55,829 shares 55,829 $6.76M 0.27% -2,021 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: 5,235 shares; 2024Q4: 5,766 shares; 2025Q1: 5,918 shares; 2025Q2: 6,115 shares; 2025Q3: 6,430 shares; 2025Q4: 5,926 shares 5,926 $6.31M 0.25% -504 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: 5,703 shares; 2024Q4: 5,532 shares; 2025Q1: 5,086 shares; 2025Q2: 8,324 shares; 2025Q3: 9,236 shares; 2025Q4: 8,999 shares 8,999 $6.23M 0.25% -237 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: 30,595 shares; 2024Q4: 34,242 shares; 2025Q1: 35,911 shares; 2025Q2: 45,815 shares; 2025Q3: 56,386 shares; 2025Q4: 86,701 shares 86,701 $6.09M 0.24% +30,315 Timeline HYGH 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: 11,356 shares; 2024Q4: 13,312 shares; 2025Q1: 13,822 shares; 2025Q2: 72,978 shares; 2025Q3: 71,156 shares; 2025Q4: 68,865 shares 68,865 $5.96M 0.24% -2,291 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: 86,397 shares; 2024Q4: 89,705 shares; 2025Q1: 93,662 shares; 2025Q2: 98,238 shares; 2025Q3: 102,671 shares; 2025Q4: 103,089 shares 103,089 $5.9M 0.24% +418 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: 28,748 shares; 2024Q4: 29,732 shares; 2025Q1: 29,702 shares; 2025Q2: 30,850 shares; 2025Q3: 43,126 shares; 2025Q4: 44,338 shares 44,338 $5.67M 0.23% +1,212 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: 29,621 shares; 2024Q4: 30,252 shares; 2025Q1: 26,172 shares; 2025Q2: 26,300 shares; 2025Q3: 27,635 shares; 2025Q4: 27,532 shares 27,532 $5.64M 0.23% -103 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: 11,679 shares; 2024Q4: 12,001 shares; 2025Q1: 12,705 shares; 2025Q2: 13,966 shares; 2025Q3: 18,071 shares; 2025Q4: 20,249 shares 20,249 $5.59M 0.22% +2,178 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: 16,254 shares; 2024Q4: 16,402 shares; 2025Q1: 13,847 shares; 2025Q2: 12,979 shares; 2025Q3: 14,607 shares; 2025Q4: 15,599 shares 15,599 $5.58M 0.22% +992 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: 27,418 shares; 2024Q4: 27,982 shares; 2025Q1: 29,351 shares; 2025Q2: 29,631 shares; 2025Q3: 30,590 shares; 2025Q4: 29,178 shares 29,178 $5.56M 0.22% -1,412 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: 39,986 shares; 2024Q4: 40,795 shares; 2025Q1: 42,630 shares; 2025Q2: 45,203 shares; 2025Q3: 46,228 shares; 2025Q4: 48,050 shares 48,050 $5.51M 0.22% +1,822 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: 7,656 shares; 2024Q4: 7,638 shares; 2025Q1: 13,320 shares; 2025Q2: 9,871 shares; 2025Q3: 10,387 shares; 2025Q4: 8,600 shares 8,600 $5.36M 0.22% -1,787 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: 61,569 shares; 2024Q4: 64,312 shares; 2025Q1: 64,456 shares; 2025Q2: 65,918 shares; 2025Q3: 69,098 shares; 2025Q4: 70,135 shares 70,135 $5.28M 0.21% +1,037 Timeline LDSF 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: 300,165 shares; 2024Q4: 298,388 shares; 2025Q1: 286,868 shares; 2025Q2: 280,402 shares; 2025Q3: 283,708 shares; 2025Q4: 275,170 shares 275,170 $5.27M 0.21% -8,538 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: 4,206 shares; 2024Q4: 4,324 shares; 2025Q1: 4,405 shares; 2025Q2: 4,686 shares; 2025Q3: 5,120 shares; 2025Q4: 5,876 shares 5,876 $5.22M 0.21% +756 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 6,406 shares; 2025Q1: 6,807 shares; 2025Q2: 7,259 shares; 2025Q3: 7,941 shares; 2025Q4: 8,045 shares 8,045 $4.77M 0.19% +104 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: 24,633 shares; 2024Q4: 25,649 shares; 2025Q1: 26,724 shares; 2025Q2: 27,633 shares; 2025Q3: 29,142 shares; 2025Q4: 30,037 shares 30,037 $4.7M 0.19% +895 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: 43,348 shares; 2024Q4: 44,000 shares; 2025Q1: 35,849 shares; 2025Q2: 36,305 shares; 2025Q3: 30,525 shares; 2025Q4: 32,027 shares 32,027 $4.66M 0.19% +1,502 Timeline ITB 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: 357,453 shares; 2024Q4: 367,387 shares; 2025Q1: 377,529 shares; 2025Q2: 421,086 shares; 2025Q3: 51,650 shares; 2025Q4: 47,008 shares 47,008 $4.65M 0.19% -4,642 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: 8,775 shares; 2024Q4: 8,804 shares; 2025Q1: 7,530 shares; 2025Q2: 7,297 shares; 2025Q3: 7,623 shares; 2025Q4: 7,963 shares 7,963 $4.62M 0.19% +340 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: 22,486 shares; 2024Q4: 22,599 shares; 2025Q1: 22,508 shares; 2025Q2: 24,460 shares; 2025Q3: 25,618 shares; 2025Q4: 24,571 shares 24,571 $4.61M 0.19% -1,047 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: 5,948 shares; 2024Q4: 6,075 shares; 2025Q1: 6,612 shares; 2025Q2: 6,514 shares; 2025Q3: 8,584 shares; 2025Q4: 7,289 shares 7,289 $4.52M 0.18% -1,295 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: 38,126 shares; 2024Q4: 39,079 shares; 2025Q1: 32,866 shares; 2025Q2: 28,425 shares; 2025Q3: 30,938 shares; 2025Q4: 32,209 shares 32,209 $4.51M 0.18% +1,271 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: 46,313 shares; 2024Q4: 47,043 shares; 2025Q1: 40,390 shares; 2025Q2: 39,957 shares; 2025Q3: 37,958 shares; 2025Q4: 36,546 shares 36,546 $4.48M 0.18% -1,412 Timeline HEFA 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: 59,120 shares; 2024Q4: 65,532 shares; 2025Q1: 68,385 shares; 2025Q2: 97,627 shares; 2025Q3: 101,747 shares; 2025Q4: 105,021 shares 105,021 $4.45M 0.18% +3,274 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,929 shares; 2024Q4: 8,279 shares; 2025Q1: 7,968 shares; 2025Q2: 7,487 shares; 2025Q3: 8,743 shares; 2025Q4: 10,005 shares 10,005 $4.37M 0.18% +1,262 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: 17,975 shares; 2024Q4: 18,448 shares; 2025Q1: 19,828 shares; 2025Q2: 19,865 shares; 2025Q3: 18,546 shares; 2025Q4: 18,072 shares 18,072 $4.05M 0.16% -474 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: 10,400 shares; 2024Q4: 10,231 shares; 2025Q1: 9,609 shares; 2025Q2: 9,614 shares; 2025Q3: 8,528 shares; 2025Q4: 8,343 shares 8,343 $3.97M 0.16% -185 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: 63,628 shares; 2024Q4: 65,959 shares; 2025Q1: 68,451 shares; 2025Q2: 60,444 shares; 2025Q3: 56,501 shares; 2025Q4: 57,874 shares 57,874 $3.93M 0.16% +1,373 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: 61,502 shares; 2024Q4: 61,719 shares; 2025Q1: 59,606 shares; 2025Q2: 52,548 shares; 2025Q3: 54,007 shares; 2025Q4: 52,178 shares 52,178 $3.78M 0.15% -1,829 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: 65,725 shares; 2024Q4: 66,141 shares; 2025Q1: 69,008 shares; 2025Q2: 62,814 shares; 2025Q3: 66,805 shares; 2025Q4: 74,801 shares 74,801 $3.77M 0.15% +7,996 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: 10,025 shares; 2024Q4: 10,373 shares; 2025Q1: 12,210 shares; 2025Q2: 12,641 shares; 2025Q3: 14,736 shares; 2025Q4: 16,143 shares 16,143 $3.77M 0.15% +1,407 Timeline HTAB 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: 141,197 shares; 2024Q4: 149,041 shares; 2025Q1: 164,851 shares; 2025Q2: 157,319 shares; 2025Q3: 172,872 shares; 2025Q4: 194,374 shares 194,374 $3.74M 0.15% +21,502 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: 26,029 shares; 2024Q4: 26,261 shares; 2025Q1: 24,326 shares; 2025Q2: 25,054 shares; 2025Q3: 26,073 shares; 2025Q4: 26,394 shares 26,394 $3.67M 0.15% +321 Timeline QDPL 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: 138,273 shares; 2024Q4: 113,406 shares; 2025Q1: 120,601 shares; 2025Q2: 95,607 shares; 2025Q3: 93,259 shares; 2025Q4: 84,791 shares 84,791 $3.65M 0.15% -8,468 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: 47,849 shares; 2024Q4: 45,005 shares; 2025Q1: 36,368 shares; 2025Q2: 38,413 shares; 2025Q3: 40,298 shares; 2025Q4: 36,773 shares 36,773 $3.54M 0.14% -3,525 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,023 shares; 2024Q4: 11,226 shares; 2025Q1: 14,510 shares; 2025Q2: 15,220 shares; 2025Q3: 16,010 shares; 2025Q4: 18,832 shares 18,832 $3.53M 0.14% +2,822 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: 69,322 shares; 2024Q4: 70,688 shares; 2025Q1: 75,638 shares; 2025Q2: 79,929 shares; 2025Q3: 95,516 shares; 2025Q4: 128,539 shares 128,539 $3.52M 0.14% +33,023 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: 22,793 shares; 2024Q4: 22,128 shares; 2025Q1: 21,178 shares; 2025Q2: 12,551 shares; 2025Q3: 12,611 shares; 2025Q4: 23,919 shares 23,919 $3.51M 0.14% +11,308 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: 14,902 shares; 2024Q4: 15,545 shares; 2025Q1: 15,042 shares; 2025Q2: 15,681 shares; 2025Q3: 15,627 shares; 2025Q4: 16,784 shares 16,784 $3.44M 0.14% +1,157 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: 10,533 shares; 2024Q4: 10,973 shares; 2025Q1: 11,709 shares; 2025Q2: 11,786 shares; 2025Q3: 14,525 shares; 2025Q4: 14,146 shares 14,146 $3.35M 0.13% -379 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,416 shares; 2024Q4: 13,885 shares; 2025Q1: 12,354 shares; 2025Q2: 8,750 shares; 2025Q3: 8,761 shares; 2025Q4: 8,264 shares 8,264 $3.33M 0.13% -497 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: 48,215 shares; 2024Q4: 48,298 shares; 2025Q1: 46,005 shares; 2025Q2: 47,074 shares; 2025Q3: 57,365 shares; 2025Q4: 59,475 shares 59,475 $3.24M 0.13% +2,110 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,010 shares; 2024Q4: 5,262 shares; 2025Q1: 4,790 shares; 2025Q2: 4,604 shares; 2025Q3: 4,408 shares; 2025Q4: 4,971 shares 4,971 $3.22M 0.13% +563 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: 78,719 shares; 2024Q4: 78,350 shares; 2025Q1: 75,738 shares; 2025Q2: 50,389 shares; 2025Q3: 51,022 shares; 2025Q4: 49,852 shares 49,852 $3.21M 0.13% -1,170 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,881 shares; 2024Q4: 106,447 shares; 2025Q1: 97,046 shares; 2025Q2: 82,846 shares; 2025Q3: 83,908 shares; 2025Q4: 68,627 shares 68,627 $3.04M 0.12% -15,281 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: 42,766 shares; 2024Q4: 43,233 shares; 2025Q1: 38,455 shares; 2025Q2: 36,920 shares; 2025Q3: 73,787 shares; 2025Q4: 74,765 shares 74,765 $3.01M 0.12% +978 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: 48,103 shares; 2024Q4: 52,946 shares; 2025Q1: 56,787 shares; 2025Q2: 59,704 shares; 2025Q3: 61,201 shares; 2025Q4: 64,031 shares 64,031 $2.95M 0.12% +2,830 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: 22,697 shares; 2024Q4: 24,490 shares; 2025Q1: 25,323 shares; 2025Q2: 25,219 shares; 2025Q3: 27,598 shares; 2025Q4: 30,009 shares 30,009 $2.91M 0.12% +2,411 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 17,315 shares; 2025Q2: 19,264 shares; 2025Q3: 20,089 shares; 2025Q4: 20,456 shares 20,456 $2.82M 0.11% +367 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: 88,680 shares; 2024Q4: 94,312 shares; 2025Q1: 72,014 shares; 2025Q2: 72,028 shares; 2025Q3: 109,430 shares; 2025Q4: 110,950 shares 110,950 $2.82M 0.11% +1,520 Timeline FLOT 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: 52,748 shares; 2024Q4: 53,692 shares; 2025Q1: 56,270 shares; 2025Q2: 54,578 shares; 2025Q3: 52,692 shares; 2025Q4: 53,857 shares 53,857 $2.74M 0.11% +1,165 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: 3,480 shares; 2024Q4: 3,375 shares; 2025Q1: 3,349 shares; 2025Q2: 3,315 shares; 2025Q3: 3,484 shares; 2025Q4: 4,135 shares 4,135 $2.63M 0.11% +651 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: 1,566 shares; 2024Q4: 1,553 shares; 2025Q1: 1,103 shares; 2025Q2: 1,018 shares; 2025Q3: 4,937 shares; 2025Q4: 4,918 shares 4,918 $2.57M 0.1% -19 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: 20,555 shares; 2024Q4: 21,103 shares; 2025Q1: 19,309 shares; 2025Q2: 19,749 shares; 2025Q3: 22,264 shares; 2025Q4: 22,677 shares 22,677 $2.47M 0.1% +413 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: 3,520 shares; 2024Q4: 3,645 shares; 2025Q1: 3,213 shares; 2025Q2: 3,365 shares; 2025Q3: 3,309 shares; 2025Q4: 4,606 shares 4,606 $2.34M 0.09% +1,297 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: 16,904 shares; 2024Q4: 18,352 shares; 2025Q1: 19,533 shares; 2025Q2: 19,380 shares; 2025Q3: 19,758 shares; 2025Q4: 20,346 shares 20,346 $2.34M 0.09% +588 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: 8,033 shares; 2024Q4: 8,517 shares; 2025Q1: 7,076 shares; 2025Q2: 7,415 shares; 2025Q3: 7,378 shares; 2025Q4: 7,729 shares 7,729 $2.34M 0.09% +351 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,340 shares; 2024Q4: 72,647 shares; 2025Q1: 65,493 shares; 2025Q2: 63,543 shares; 2025Q3: 75,060 shares; 2025Q4: 91,593 shares 91,593 $2.34M 0.09% +16,533 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: 6,583 shares; 2024Q4: 7,343 shares; 2025Q1: 6,986 shares; 2025Q2: 6,779 shares; 2025Q3: 6,848 shares; 2025Q4: 6,664 shares 6,664 $2.33M 0.09% -184 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: 15,030 shares; 2024Q4: 15,840 shares; 2025Q1: 15,717 shares; 2025Q2: 16,148 shares; 2025Q3: 18,189 shares; 2025Q4: 21,685 shares 21,685 $2.28M 0.09% +3,496 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,556 shares; 2024Q4: 70,267 shares; 2025Q1: 69,050 shares; 2025Q2: 66,467 shares; 2025Q3: 61,156 shares; 2025Q4: 55,057 shares 55,057 $2.22M 0.09% -6,099 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: 28,128 shares; 2024Q4: 28,926 shares; 2025Q1: 24,075 shares; 2025Q2: 24,482 shares; 2025Q3: 26,749 shares; 2025Q4: 27,365 shares 27,365 $2.22M 0.09% +616 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,947 shares; 2025Q4: 6,234 shares 6,234 $2.08M 0.08% +287 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: 1,317 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,544 shares; 2025Q3: 9,631 shares; 2025Q4: 10,344 shares 10,344 $2.03M 0.08% +713 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,251 shares; 2024Q4: 14,649 shares; 2025Q1: 23,518 shares; 2025Q2: 23,206 shares; 2025Q3: 24,240 shares; 2025Q4: 25,728 shares 25,728 $1.99M 0.08% +1,488 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: 4,391 shares; 2024Q4: 4,243 shares; 2025Q1: 3,588 shares; 2025Q2: 3,605 shares; 2025Q3: 5,530 shares; 2025Q4: 5,712 shares 5,712 $1.95M 0.08% +182 Timeline IWB 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,856 shares; 2025Q2: 4,764 shares; 2025Q3: 4,654 shares; 2025Q4: 4,979 shares 4,979 $1.89M 0.08% +325 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: 81,098 shares; 2024Q4: 65,430 shares; 2025Q1: 52,505 shares; 2025Q2: 48,745 shares; 2025Q3: 19,718 shares; 2025Q4: 19,165 shares 19,165 $1.81M 0.07% -553 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,037 shares; 2024Q4: 10,126 shares; 2025Q1: 6,596 shares; 2025Q2: 5,336 shares; 2025Q3: 7,693 shares; 2025Q4: 8,868 shares 8,868 $1.65M 0.07% +1,175 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: 6,753 shares; 2024Q4: 6,761 shares; 2025Q1: 6,965 shares; 2025Q2: 7,146 shares; 2025Q3: 7,110 shares; 2025Q4: 7,238 shares 7,238 $1.57M 0.06% +128 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: 15,965 shares; 2024Q4: 16,895 shares; 2025Q1: 17,515 shares; 2025Q2: 17,070 shares; 2025Q3: 17,391 shares; 2025Q4: 18,063 shares 18,063 $1.5M 0.06% +672 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: 8,807 shares; 2024Q4: 8,665 shares; 2025Q1: 7,523 shares; 2025Q2: 8,547 shares; 2025Q3: 8,577 shares; 2025Q4: 8,008 shares 8,008 $1.46M 0.06% -569 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: 22,066 shares; 2024Q4: 22,268 shares; 2025Q1: 25,188 shares; 2025Q2: 24,826 shares; 2025Q3: 25,586 shares; 2025Q4: 27,423 shares 27,423 $1.45M 0.06% +1,837 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,749 shares; 2024Q4: 36,270 shares; 2025Q1: 17,539 shares; 2025Q2: 12,542 shares; 2025Q3: 12,115 shares; 2025Q4: 17,522 shares 17,522 $1.4M 0.06% +5,407 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: 6,751 shares; 2024Q4: 7,265 shares; 2025Q1: 7,387 shares; 2025Q2: 6,202 shares; 2025Q3: 5,836 shares; 2025Q4: 2,148 shares 2,148 $1.34M 0.05% -3,688 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: 6,728 shares; 2024Q4: 7,096 shares; 2025Q1: 7,277 shares; 2025Q2: 7,167 shares; 2025Q3: 7,659 shares; 2025Q4: 6,852 shares 6,852 $1.33M 0.05% -807 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: 1,782 shares; 2024Q4: 1,676 shares; 2025Q1: 1,583 shares; 2025Q2: 2,399 shares; 2025Q3: 2,268 shares; 2025Q4: 1,826 shares 1,826 $1.27M 0.05% -442 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 3,099 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,979 shares; 2025Q4: 2,979 shares 2,979 $1.23M 0.05% 0 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: 2,034 shares; 2024Q4: 2,052 shares; 2025Q1: 3,296 shares; 2025Q2: 4,435 shares; 2025Q3: 3,424 shares; 2025Q4: 3,565 shares 3,565 $1.17M 0.05% +141 Timeline IYJ 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: 5,328 shares; 2025Q3: 7,261 shares; 2025Q4: 7,399 shares 7,399 $1.14M 0.05% +138 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: 17,365 shares; 2024Q4: 16,095 shares; 2025Q1: 14,325 shares; 2025Q2: 14,080 shares; 2025Q3: 13,005 shares; 2025Q4: 11,765 shares 11,765 $1.13M 0.05% -1,240 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: 1,772 shares; 2024Q4: 1,780 shares; 2025Q1: 1,673 shares; 2025Q2: 2,360 shares; 2025Q3: 2,349 shares; 2025Q4: 2,330 shares 2,330 $1.13M 0.05% -19 Timeline GBIL 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: 17,841 shares; 2025Q1: 25,542 shares; 2025Q2: 19,707 shares; 2025Q3: 17,170 shares; 2025Q4: 11,181 shares 11,181 $1.12M 0.04% -5,989 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,725 shares; 2024Q4: 20,726 shares; 2025Q1: 20,206 shares; 2025Q2: 20,608 shares; 2025Q3: 20,526 shares; 2025Q4: 20,764 shares 20,764 $1.06M 0.04% +238 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: 6,972 shares; 2024Q4: 6,920 shares; 2025Q1: 7,084 shares; 2025Q2: 7,051 shares; 2025Q3: 6,634 shares; 2025Q4: 6,932 shares 6,932 $1.01M 0.04% +298 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 28,151 shares 28,151 $998K 0.04% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,490 shares; 2025Q4: 2,778 shares 2,778 $954K 0.04% +288 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,838 shares; 2025Q1: 5,503 shares; 2025Q2: 6,237 shares; 2025Q3: 5,497 shares; 2025Q4: 5,252 shares 5,252 $944K 0.04% -245 Timeline REZ 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: 55,672 shares; 2024Q4: 43,469 shares; 2025Q1: 18,376 shares; 2025Q2: 11,985 shares; 2025Q3: 11,282 shares; 2025Q4: 10,793 shares 10,793 $901K 0.04% -489 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: 17,174 shares; 2024Q4: 17,724 shares; 2025Q1: 10,315 shares; 2025Q2: 8,825 shares; 2025Q3: 8,895 shares; 2025Q4: 10,127 shares 10,127 $850K 0.03% +1,232 Timeline SPHQ 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: 13,308 shares; 2024Q4: 13,169 shares; 2025Q1: 13,169 shares; 2025Q2: 12,287 shares; 2025Q3: 12,468 shares; 2025Q4: 10,916 shares 10,916 $843K 0.03% -1,552 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: 2,409 shares; 2024Q4: 1,594 shares; 2025Q1: 1,490 shares; 2025Q2: 1,915 shares; 2025Q3: 1,608 shares; 2025Q4: 1,630 shares 1,630 $799K 0.03% +22 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: 4,797 shares; 2024Q4: 4,792 shares; 2025Q1: 6,491 shares; 2025Q2: 5,180 shares; 2025Q3: 5,358 shares; 2025Q4: 5,047 shares 5,047 $783K 0.03% -311 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,113 shares; 2024Q4: 98,510 shares; 2025Q1: 20,627 shares; 2025Q2: 21,713 shares; 2025Q3: 20,111 shares; 2025Q4: 19,479 shares 19,479 $780K 0.03% -632 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: 5,694 shares; 2024Q4: 5,604 shares; 2025Q1: 3,403 shares; 2025Q2: 3,348 shares; 2025Q3: 3,387 shares; 2025Q4: 3,309 shares 3,309 $741K 0.03% -78 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,986 shares; 2024Q4: 13,988 shares; 2025Q1: 13,286 shares; 2025Q2: 10,380 shares; 2025Q3: 10,379 shares; 2025Q4: 10,438 shares 10,438 $724K 0.03% +59 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: 3,383 shares; 2024Q4: 3,028 shares; 2025Q1: 1,890 shares; 2025Q2: 2,562 shares; 2025Q3: 3,668 shares; 2025Q4: 4,778 shares 4,778 $723K 0.03% +1,110 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: 127,254 shares; 2024Q4: 130,022 shares; 2025Q1: 51,410 shares; 2025Q2: 36,187 shares; 2025Q3: 32,422 shares; 2025Q4: 29,066 shares 29,066 $707K 0.03% -3,356 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: 2,695 shares; 2024Q4: 2,765 shares; 2025Q1: 2,422 shares; 2025Q2: 2,172 shares; 2025Q3: 2,145 shares; 2025Q4: 1,942 shares 1,942 $701K 0.03% -203 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,052 shares; 2025Q3: 3,059 shares; 2025Q4: 2,554 shares 2,554 $659K 0.03% -505 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,061 shares; 2024Q4: 58,923 shares; 2025Q1: 10,810 shares; 2025Q2: 9,433 shares; 2025Q3: 8,333 shares; 2025Q4: 8,680 shares 8,680 $640K 0.03% +347 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 4,565 shares; 2025Q1: 6,497 shares; 2025Q2: 4,536 shares; 2025Q3: 4,262 shares; 2025Q4: 3,752 shares 3,752 $632K 0.03% -510 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,198 shares; 2024Q4: 13,736 shares; 2025Q1: 14,411 shares; 2025Q2: 12,340 shares; 2025Q3: 12,030 shares; 2025Q4: 10,023 shares 10,023 $629K 0.03% -2,007 Timeline BUFB 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: 415,139 shares; 2024Q4: 479,977 shares; 2025Q1: 580,500 shares; 2025Q2: 481,391 shares; 2025Q3: 452,850 shares; 2025Q4: 17,007 shares 17,007 $628K 0.03% -435,843 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: 1,863 shares; 2024Q4: 2,032 shares; 2025Q1: 1,312 shares; 2025Q2: 1,846 shares; 2025Q3: 1,858 shares; 2025Q4: 1,915 shares 1,915 $627K 0.03% +57 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: 4,617 shares; 2024Q4: 4,682 shares; 2025Q1: 4,439 shares; 2025Q2: 4,314 shares; 2025Q3: 4,353 shares; 2025Q4: 4,373 shares 4,373 $622K 0.03% +20 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: 370 shares; 2024Q4: 377 shares; 2025Q1: 601 shares; 2025Q2: 698 shares; 2025Q3: 661 shares; 2025Q4: 6,830 shares 6,830 $619K 0.02% +6,169 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: 4,585 shares; 2024Q4: 4,446 shares; 2025Q1: 4,365 shares; 2025Q2: 6,875 shares; 2025Q3: 7,550 shares; 2025Q4: 8,204 shares 8,204 $617K 0.02% +654 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: 1,899 shares; 2024Q4: 2,354 shares; 2025Q1: 1,523 shares; 2025Q2: 1,478 shares; 2025Q3: 1,433 shares; 2025Q4: 1,487 shares 1,487 $614K 0.02% +54 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: 7,445 shares; 2024Q4: 7,068 shares; 2025Q1: 6,963 shares; 2025Q2: 5,522 shares; 2025Q3: 4,888 shares; 2025Q4: 5,595 shares 5,595 $595K 0.02% +707 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: 1,412 shares; 2024Q4: 1,391 shares; 2025Q1: 1,244 shares; 2025Q2: 2,326 shares; 2025Q3: 2,718 shares; 2025Q4: 3,020 shares 3,020 $580K 0.02% +302 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: 9,327 shares; 2024Q4: 9,720 shares; 2025Q1: 10,668 shares; 2025Q2: 10,677 shares; 2025Q3: 10,666 shares; 2025Q4: 9,848 shares 9,848 $578K 0.02% -818 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,738 shares; 2025Q1: 2,743 shares; 2025Q2: 2,734 shares; 2025Q3: 2,736 shares; 2025Q4: 2,734 shares 2,734 $572K 0.02% -2 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: 4,126 shares; 2024Q4: 4,377 shares; 2025Q1: 3,834 shares; 2025Q2: 3,358 shares; 2025Q3: 3,282 shares; 2025Q4: 1,862 shares 1,862 $564K 0.02% -1,420 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 4,363 shares; 2025Q1: 4,265 shares; 2025Q2: 3,967 shares; 2025Q3: 4,285 shares; 2025Q4: 4,757 shares 4,757 $560K 0.02% +472 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: 10,000 shares; 2024Q4: 9,863 shares; 2025Q1: 9,033 shares; 2025Q2: 6,916 shares; 2025Q3: 6,889 shares; 2025Q4: 6,825 shares 6,825 $554K 0.02% -64 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: 10,755 shares; 2024Q4: 9,575 shares; 2025Q1: 6,000 shares; 2025Q2: 6,240 shares; 2025Q3: 5,955 shares; 2025Q4: 6,295 shares 6,295 $522K 0.02% +340 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 4,951 shares; 2025Q1: 1,968 shares; 2025Q2: 2,881 shares; 2025Q3: 2,780 shares; 2025Q4: 2,427 shares 2,427 $520K 0.02% -353 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: 3,163 shares; 2024Q4: 3,109 shares; 2025Q1: 2,322 shares; 2025Q2: 1,971 shares; 2025Q3: 2,010 shares; 2025Q4: 2,031 shares 2,031 $520K 0.02% +21 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: 6,336 shares; 2024Q4: 6,902 shares; 2025Q1: 7,335 shares; 2025Q2: 7,711 shares; 2025Q3: 8,073 shares; 2025Q4: 8,559 shares 8,559 $514K 0.02% +486 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: 2,027 shares; 2024Q4: 1,937 shares; 2025Q1: 1,631 shares; 2025Q2: 1,555 shares; 2025Q3: 1,556 shares; 2025Q4: 1,541 shares 1,541 $509K 0.02% -15 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,376 shares; 2024Q4: 6,476 shares; 2025Q1: 5,408 shares; 2025Q2: 5,620 shares; 2025Q3: 5,391 shares; 2025Q4: 5,336 shares 5,336 $507K 0.02% -55 Timeline DIVB 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: 13,988 shares; 2025Q3: 11,025 shares; 2025Q4: 9,304 shares 9,304 $506K 0.02% -1,721 Timeline PTLC 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: 31,274 shares; 2024Q4: 30,693 shares; 2025Q1: 30,911 shares; 2025Q2: 20,657 shares; 2025Q3: 9,554 shares; 2025Q4: 8,957 shares 8,957 $505K 0.02% -597 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 5,542 shares 5,542 $505K 0.02% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,438 shares; 2024Q4: 27,450 shares; 2025Q1: 27,684 shares; 2025Q2: 26,359 shares; 2025Q3: 26,005 shares; 2025Q4: 27,446 shares 27,446 $502K 0.02% +1,441 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: 4,376 shares; 2024Q4: 4,463 shares; 2025Q1: 4,997 shares; 2025Q2: 5,035 shares; 2025Q3: 5,100 shares; 2025Q4: 5,857 shares 5,857 $501K 0.02% +757 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,617 shares; 2024Q4: 14,620 shares; 2025Q1: 13,915 shares; 2025Q2: 11,138 shares; 2025Q3: 11,118 shares; 2025Q4: 10,996 shares 10,996 $478K 0.02% -122 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: not reported; 2024Q4: not reported; 2025Q1: 1,630 shares; 2025Q2: 1,481 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares 1,483 $477K 0.02% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,109 shares; 2024Q4: 9,289 shares; 2025Q1: 5,966 shares; 2025Q2: 5,860 shares; 2025Q3: 5,854 shares; 2025Q4: 5,854 shares 5,854 $477K 0.02% 0 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: 2,076 shares; 2024Q4: not reported; 2025Q1: 2,121 shares; 2025Q2: 3,072 shares; 2025Q3: 3,338 shares; 2025Q4: 3,601 shares 3,601 $470K 0.02% +263 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: not reported; 2025Q1: 561 shares; 2025Q2: 442 shares; 2025Q3: 438 shares; 2025Q4: 420 shares 420 $467K 0.02% -18 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: 1,433 shares; 2024Q4: 1,416 shares; 2025Q1: 1,159 shares; 2025Q2: 1,191 shares; 2025Q3: 1,186 shares; 2025Q4: 1,214 shares 1,214 $465K 0.02% +28 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: 2,222 shares; 2024Q4: 2,220 shares; 2025Q1: 2,556 shares; 2025Q2: 2,557 shares; 2025Q3: 2,832 shares; 2025Q4: 3,160 shares 3,160 $464K 0.02% +328 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: not reported; 2025Q4: 32,861 shares 32,861 $460K 0.02% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,816 shares; 2025Q4: 6,034 shares 6,034 $457K 0.02% +218 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,795 shares; 2024Q4: 2,788 shares; 2025Q1: 2,505 shares; 2025Q2: 2,685 shares; 2025Q3: 2,679 shares; 2025Q4: 2,635 shares 2,635 $449K 0.02% -44 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: 3,637 shares; 2024Q4: 4,004 shares; 2025Q1: 3,594 shares; 2025Q2: 3,210 shares; 2025Q3: 3,572 shares; 2025Q4: 3,673 shares 3,673 $446K 0.02% +101 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: 5,567 shares; 2024Q4: 5,567 shares; 2025Q1: 4,347 shares; 2025Q2: 4,347 shares; 2025Q3: 5,316 shares; 2025Q4: 5,316 shares 5,316 $415K 0.02% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 944 shares; 2025Q3: 944 shares; 2025Q4: 944 shares 944 $414K 0.02% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,356 shares; 2025Q1: 2,324 shares; 2025Q2: 1,747 shares; 2025Q3: 1,614 shares; 2025Q4: 1,551 shares 1,551 $407K 0.02% -63 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,201 shares; 2025Q1: 3,253 shares; 2025Q2: 2,964 shares; 2025Q3: 2,882 shares; 2025Q4: 2,810 shares 2,810 $405K 0.02% -72 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,097 shares; 2025Q1: 3,065 shares; 2025Q2: 2,443 shares; 2025Q3: 2,332 shares; 2025Q4: 1,765 shares 1,765 $404K 0.02% -567 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: 2,706 shares; 2024Q4: 2,537 shares; 2025Q1: 2,539 shares; 2025Q2: 1,955 shares; 2025Q3: 2,043 shares; 2025Q4: 2,044 shares 2,044 $403K 0.02% +1 Timeline SHV 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: 7,236 shares; 2024Q4: 8,794 shares; 2025Q1: 9,278 shares; 2025Q2: 8,466 shares; 2025Q3: 4,606 shares; 2025Q4: 3,642 shares 3,642 $401K 0.02% -964 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 643 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 523 shares 523 $401K 0.02% -38 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 1,877 shares; 2025Q1: 1,826 shares; 2025Q2: 1,790 shares; 2025Q3: 1,741 shares; 2025Q4: 1,531 shares 1,531 $400K 0.02% -210 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: 1,120 shares; 2024Q4: 1,112 shares; 2025Q1: 1,147 shares; 2025Q2: 1,443 shares; 2025Q3: 1,531 shares; 2025Q4: 1,611 shares 1,611 $397K 0.02% +80 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,231 shares; 2025Q4: 5,087 shares 5,087 $395K 0.02% -144 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: 2,748 shares; 2024Q4: 2,826 shares; 2025Q1: 2,757 shares; 2025Q2: 2,821 shares; 2025Q3: 1,174 shares; 2025Q4: 1,167 shares 1,167 $392K 0.02% -7 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: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,081 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,059 shares 1,059 $388K 0.02% -25 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: 3,780 shares; 2024Q4: 3,797 shares; 2025Q1: 3,340 shares; 2025Q2: 3,496 shares; 2025Q3: 3,214 shares; 2025Q4: 3,269 shares 3,269 $385K 0.02% +55 Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,050 shares; 2024Q4: 19,250 shares; 2025Q1: 32,000 shares; 2025Q2: 34,700 shares; 2025Q3: 30,900 shares; 2025Q4: 32,200 shares 32,200 $378K 0.02% +1,300 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 5,542 shares; 2025Q1: 5,640 shares; 2025Q2: 4,383 shares; 2025Q3: 4,264 shares; 2025Q4: 4,316 shares 4,316 $378K 0.02% +52 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 182 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares 176 $375K 0.02% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 4,212 shares; 2025Q1: 2,013 shares; 2025Q2: 2,017 shares; 2025Q3: 2,764 shares; 2025Q4: 2,863 shares 2,863 $372K 0.01% +99 Timeline LDUR 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: 3,143 shares; 2024Q4: 3,370 shares; 2025Q1: 3,507 shares; 2025Q2: 3,575 shares; 2025Q3: 3,671 shares; 2025Q4: 3,837 shares 3,837 $368K 0.01% +166 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: 2,529 shares; 2024Q4: 2,463 shares; 2025Q1: 1,327 shares; 2025Q2: 3,008 shares; 2025Q3: 3,235 shares; 2025Q4: 1,581 shares 1,581 $363K 0.01% -1,654 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: 8,978 shares; 2024Q4: 9,397 shares; 2025Q1: 11,545 shares; 2025Q2: 9,107 shares; 2025Q3: 9,642 shares; 2025Q4: 6,522 shares 6,522 $360K 0.01% -3,120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,793 shares; 2025Q3: 1,994 shares; 2025Q4: 2,017 shares 2,017 $360K 0.01% +23 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 4,881 shares; 2025Q1: 5,308 shares; 2025Q2: 4,939 shares; 2025Q3: 5,129 shares; 2025Q4: 3,906 shares 3,906 $357K 0.01% -1,223 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: 11,055 shares; 2025Q3: 15,773 shares; 2025Q4: 15,998 shares 15,998 $357K 0.01% +225 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: 637 shares; 2024Q4: 637 shares; 2025Q1: 867 shares; 2025Q2: 658 shares; 2025Q3: 638 shares; 2025Q4: 648 shares 648 $354K 0.01% +10 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,172 shares; 2025Q1: 2,118 shares; 2025Q2: 2,168 shares; 2025Q3: 1,897 shares; 2025Q4: 1,759 shares 1,759 $348K 0.01% -138 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 2,933 shares; 2025Q1: 2,145 shares; 2025Q2: 2,049 shares; 2025Q3: 2,078 shares; 2025Q4: 1,958 shares 1,958 $345K 0.01% -120 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: 11,697 shares; 2024Q4: 14,458 shares; 2025Q1: 11,078 shares; 2025Q2: 11,216 shares; 2025Q3: 11,235 shares; 2025Q4: 9,548 shares 9,548 $344K 0.01% -1,687 Timeline PTNQ 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: 10,977 shares; 2024Q4: 10,336 shares; 2025Q1: 10,615 shares; 2025Q2: 7,455 shares; 2025Q3: 4,395 shares; 2025Q4: 4,303 shares 4,303 $344K 0.01% -92 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,395 shares; 2024Q4: 13,189 shares; 2025Q1: 13,189 shares; 2025Q2: 11,147 shares; 2025Q3: 11,147 shares; 2025Q4: 9,684 shares 9,684 $338K 0.01% -1,463 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 909 shares 909 $337K 0.01% new Timeline SMB 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: 14,200 shares; 2024Q4: 14,200 shares; 2025Q1: 19,800 shares; 2025Q2: 19,800 shares; 2025Q3: 17,500 shares; 2025Q4: 19,400 shares 19,400 $337K 0.01% +1,900 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: 782 shares; 2024Q4: 721 shares; 2025Q1: 726 shares; 2025Q2: 791 shares; 2025Q3: 722 shares; 2025Q4: 732 shares 732 $335K 0.01% +10 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,188 shares; 2024Q4: 25,619 shares; 2025Q1: 25,421 shares; 2025Q2: 25,421 shares; 2025Q3: 25,421 shares; 2025Q4: 25,193 shares 25,193 $334K 0.01% -228 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,830 shares; 2024Q4: 10,649 shares; 2025Q1: not reported; 2025Q2: 6,058 shares; 2025Q3: 6,830 shares; 2025Q4: 7,614 shares 7,614 $332K 0.01% +784 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,589 shares; 2024Q4: 5,813 shares; 2025Q1: 7,992 shares; 2025Q2: 7,460 shares; 2025Q3: 6,185 shares; 2025Q4: 5,588 shares 5,588 $328K 0.01% -597 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP 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: 2,592 shares; 2025Q3: 2,899 shares; 2025Q4: 3,275 shares 3,275 $327K 0.01% +376 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 703 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: 683 shares; 2025Q4: 683 shares 683 $326K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,109 shares; 2025Q1: 1,072 shares; 2025Q2: 1,070 shares; 2025Q3: 1,098 shares; 2025Q4: 1,114 shares 1,114 $317K 0.01% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,584 shares; 2025Q3: 11,731 shares; 2025Q4: 13,412 shares 13,412 $314K 0.01% +1,681 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: 1,034 shares; 2024Q4: not reported; 2025Q1: 1,348 shares; 2025Q2: 1,920 shares; 2025Q3: 1,901 shares; 2025Q4: 1,786 shares 1,786 $314K 0.01% -115 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 1,377 shares; 2025Q3: 1,339 shares; 2025Q4: 1,326 shares 1,326 $311K 0.01% -13 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,917 shares; 2024Q4: 9,673 shares; 2025Q1: 6,643 shares; 2025Q2: 6,400 shares; 2025Q3: 6,438 shares; 2025Q4: 5,117 shares 5,117 $306K 0.01% -1,321 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 1,134 shares; 2025Q1: 932 shares; 2025Q2: 1,115 shares; 2025Q3: 1,216 shares; 2025Q4: 1,192 shares 1,192 $303K 0.01% -24 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,728 shares; 2025Q1: 2,729 shares; 2025Q2: 2,766 shares; 2025Q3: 2,767 shares; 2025Q4: 2,825 shares 2,825 $299K 0.01% +58 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: 12,757 shares; 2024Q4: 12,703 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,525 shares; 2025Q4: 2,703 shares 2,703 $295K 0.01% +178 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 388 shares; 2025Q1: 438 shares; 2025Q2: 432 shares; 2025Q3: 424 shares; 2025Q4: 1,978 shares 1,978 $294K 0.01% +1,554 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: not reported; 2024Q4: not reported; 2025Q1: 2,484 shares; 2025Q2: 2,192 shares; 2025Q3: 1,970 shares; 2025Q4: 2,055 shares 2,055 $292K 0.01% +85 Timeline USXF 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: 4,344 shares; 2024Q4: 4,804 shares; 2025Q1: 5,087 shares; 2025Q2: 5,645 shares; 2025Q3: 4,481 shares; 2025Q4: 4,929 shares 4,929 $291K 0.01% +448 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: not reported; 2025Q2: 1,627 shares; 2025Q3: 1,407 shares; 2025Q4: 1,407 shares 1,407 $290K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares 1,400 $290K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,962 shares; 2025Q3: 5,303 shares; 2025Q4: 6,037 shares 6,037 $289K 0.01% +734 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,664 shares; 2024Q4: 17,667 shares; 2025Q1: 17,635 shares; 2025Q2: 17,585 shares; 2025Q3: 17,791 shares; 2025Q4: 17,725 shares 17,725 $286K 0.01% -66 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: 3,994 shares; 2024Q4: 3,774 shares; 2025Q1: 3,584 shares; 2025Q2: 3,379 shares; 2025Q3: 3,226 shares; 2025Q4: 6,252 shares 6,252 $285K 0.01% +3,026 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,578 shares; 2024Q4: 14,791 shares; 2025Q1: 2,280 shares; 2025Q2: 1,651 shares; 2025Q3: 1,374 shares; 2025Q4: 1,303 shares 1,303 $284K 0.01% -71 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,361 shares; 2024Q4: 6,362 shares; 2025Q1: 6,362 shares; 2025Q2: 6,439 shares; 2025Q3: 6,440 shares; 2025Q4: 6,441 shares 6,441 $284K 0.01% +1 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,278 shares; 2025Q1: 1,280 shares; 2025Q2: 1,358 shares; 2025Q3: 1,272 shares; 2025Q4: 1,171 shares 1,171 $279K 0.01% -101 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: 5,369 shares; 2024Q4: 5,340 shares; 2025Q1: not reported; 2025Q2: 5,040 shares; 2025Q3: 7,696 shares; 2025Q4: 5,670 shares 5,670 $275K 0.01% -2,026 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 427 shares 427 $268K 0.01% +1 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS 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: 565 shares 565 $265K 0.01% new 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: 3,646 shares; 2024Q4: 4,159 shares; 2025Q1: 2,829 shares; 2025Q2: not reported; 2025Q3: 2,146 shares; 2025Q4: 2,178 shares 2,178 $264K 0.01% +32 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: 2,421 shares; 2024Q4: 2,449 shares; 2025Q1: 2,636 shares; 2025Q2: 2,263 shares; 2025Q3: 2,189 shares; 2025Q4: 1,296 shares 1,296 $263K 0.01% -893 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 382 shares 382 $262K 0.01% +32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,655 shares 5,655 $262K 0.01% new 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: 18,710 shares; 2024Q4: 10,818 shares; 2025Q1: 6,096 shares; 2025Q2: not reported; 2025Q3: 2,733 shares; 2025Q4: 2,728 shares 2,728 $260K 0.01% -5 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: 10,761 shares; 2024Q4: 7,740 shares; 2025Q1: 3,259 shares; 2025Q2: 3,178 shares; 2025Q3: 3,155 shares; 2025Q4: 2,907 shares 2,907 $260K 0.01% -248 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 524 shares 524 $259K 0.01% +1 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: 953 shares; 2024Q4: 1,023 shares; 2025Q1: 1,037 shares; 2025Q2: 1,063 shares; 2025Q3: 880 shares; 2025Q4: 979 shares 979 $257K 0.01% +99 Timeline COO COOPER COS INC More: the full row for COOPER COS 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: 2,986 shares 2,986 $252K 0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 5,085 shares; 2025Q1: 5,085 shares; 2025Q2: 4,806 shares; 2025Q3: 4,931 shares; 2025Q4: 3,745 shares 3,745 $247K 0.01% -1,186 Timeline KLAC KLA CORP More: the full row for KLA CORP 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: 199 shares; 2025Q4: 177 shares 177 $247K 0.01% -22 Timeline DFIC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,015 shares 7,015 $247K 0.01% new Timeline MINT 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: 3,572 shares; 2024Q4: 2,864 shares; 2025Q1: 2,887 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,430 shares 2,430 $244K 0.01% new Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 4,003 shares; 2025Q4: 4,851 shares 4,851 $242K 0.01% +848 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,383 shares; 2024Q4: 6,013 shares; 2025Q1: 5,469 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,267 shares 4,267 $239K 0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 2,064 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,367 shares 1,367 $236K 0.01% new Timeline BGLD 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: 13,341 shares; 2025Q1: 13,341 shares; 2025Q2: 13,341 shares; 2025Q3: 13,341 shares; 2025Q4: 13,341 shares 13,341 $234K 0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,291 shares; 2025Q1: 1,285 shares; 2025Q2: 1,211 shares; 2025Q3: 1,237 shares; 2025Q4: 929 shares 929 $232K 0.01% -308 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 744 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: 279 shares 279 $231K 0.01% -4 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 5,613 shares; 2025Q1: 5,497 shares; 2025Q2: 5,030 shares; 2025Q3: 5,162 shares; 2025Q4: 3,474 shares 3,474 $230K 0.01% -1,688 Timeline JNK 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: not reported; 2024Q4: 3,638 shares; 2025Q1: not reported; 2025Q2: 31,901 shares; 2025Q3: 5,172 shares; 2025Q4: 2,318 shares 2,318 $226K 0.01% -2,854 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V 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: 15,684 shares; 2025Q3: 17,718 shares; 2025Q4: 22,306 shares 22,306 $224K 0.01% +4,588 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 2,281 shares; 2025Q4: 2,276 shares 2,276 $224K 0.01% -5 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: 1,010 shares; 2024Q4: 998 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 755 shares 755 $221K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,434 shares; 2025Q4: 1,525 shares 1,525 $220K 0.01% +91 Timeline FLTR 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: 8,850 shares; 2025Q2: 8,350 shares; 2025Q3: not reported; 2025Q4: 8,450 shares 8,450 $215K 0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 838 shares; 2025Q1: 795 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 396 shares 396 $213K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,853 shares; 2025Q3: 5,851 shares; 2025Q4: 2,486 shares 2,486 $213K 0.01% -3,365 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282 shares; 2025Q3: not reported; 2025Q4: 168 shares 168 $209K 0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP 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: 1,246 shares 1,246 $208K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $207K 0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 2,946 shares; 2025Q4: 2,823 shares 2,823 $206K 0.01% -123 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 2,913 shares 2,913 $204K 0.01% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 504 shares; 2025Q3: 502 shares; 2025Q4: 503 shares 503 $202K 0.01% +1 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: 2,396 shares; 2024Q4: 2,616 shares; 2025Q1: 2,391 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,205 shares 1,205 $200K 0.01% new Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,523 shares; 2024Q4: 11,286 shares; 2025Q1: 11,286 shares; 2025Q2: 11,286 shares; 2025Q3: 11,286 shares; 2025Q4: 11,286 shares 11,286 $190K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,538 shares; 2024Q4: 30,538 shares; 2025Q1: 30,538 shares; 2025Q2: 30,538 shares; 2025Q3: 30,538 shares; 2025Q4: 23,668 shares 23,668 $152K 0.01% -6,870 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,407 shares; 2024Q4: 16,630 shares; 2025Q1: 16,630 shares; 2025Q2: 16,647 shares; 2025Q3: 16,656 shares; 2025Q4: 16,575 shares 16,575 $90.2K <0.01% -81 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,742 shares; 2024Q4: 10,927 shares; 2025Q1: 10,807 shares; 2025Q2: 10,807 shares; 2025Q3: 10,807 shares; 2025Q4: 10,807 shares 10,807 $85.3K <0.01% 0 Timeline SPRO SPERO THERAPEUTICS INC More: the full row for SPERO THERAPEUTICS 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: 32,548 shares; 2025Q3: 32,548 shares; 2025Q4: 32,548 shares 32,548 $81.7K <0.01% 0 Timeline