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: 98,644 shares; 2024Q4: 97,759 shares; 2025Q1: 95,694 shares; 2025Q2: 96,185 shares; 2025Q3: 92,611 shares; 2025Q4: 93,213 shares 93,213 $45.5M 4.14% +602 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: 53,225 shares; 2024Q4: 54,103 shares; 2025Q1: 55,708 shares; 2025Q2: 57,139 shares; 2025Q3: 59,714 shares; 2025Q4: 60,657 shares 60,657 $37.3M 3.4% +943 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: 487,799 shares; 2024Q4: 498,855 shares; 2025Q1: 495,231 shares; 2025Q2: 495,264 shares; 2025Q3: 490,712 shares; 2025Q4: 486,798 shares 486,798 $29.3M 2.67% -3,914 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: 131,434 shares; 2024Q4: 130,436 shares; 2025Q1: 131,584 shares; 2025Q2: 133,692 shares; 2025Q3: 132,543 shares; 2025Q4: 133,139 shares 133,139 $25.4M 2.32% +596 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: 36,409 shares; 2024Q4: 36,508 shares; 2025Q1: 35,783 shares; 2025Q2: 35,684 shares; 2025Q3: 35,489 shares; 2025Q4: 34,816 shares 34,816 $23.8M 2.17% -673 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,187 shares; 2024Q4: 716,231 shares; 2025Q1: 745,779 shares; 2025Q2: 793,306 shares; 2025Q3: 808,267 shares; 2025Q4: 836,554 shares 836,554 $22.8M 2.07% +28,287 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: 389,193 shares; 2024Q4: 397,080 shares; 2025Q1: 404,011 shares; 2025Q2: 419,910 shares; 2025Q3: 440,417 shares; 2025Q4: 460,405 shares 460,405 $21.2M 1.93% +19,988 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,859 shares; 2024Q4: 332,765 shares; 2025Q1: 326,680 shares; 2025Q2: 341,625 shares; 2025Q3: 416,549 shares; 2025Q4: 434,639 shares 434,639 $20.1M 1.83% +18,090 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: 78,084 shares; 2024Q4: 77,813 shares; 2025Q1: 75,926 shares; 2025Q2: 74,568 shares; 2025Q3: 74,140 shares; 2025Q4: 73,590 shares 73,590 $20M 1.82% -550 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: 193,813 shares; 2024Q4: 223,880 shares; 2025Q1: 207,880 shares; 2025Q2: 219,076 shares; 2025Q3: 231,094 shares; 2025Q4: 249,490 shares 249,490 $19.4M 1.77% +18,396 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,529 shares; 2024Q4: 168,094 shares; 2025Q1: 165,636 shares; 2025Q2: 169,384 shares; 2025Q3: 173,340 shares; 2025Q4: 175,551 shares 175,551 $17.3M 1.58% +2,211 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: 14,759 shares; 2024Q4: 16,452 shares; 2025Q1: 17,614 shares; 2025Q2: 18,992 shares; 2025Q3: 26,102 shares; 2025Q4: 27,413 shares 27,413 $17.2M 1.57% +1,311 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: 83,812 shares; 2024Q4: 84,923 shares; 2025Q1: 92,399 shares; 2025Q2: 108,006 shares; 2025Q3: 115,942 shares; 2025Q4: 117,350 shares 117,350 $16.8M 1.53% +1,408 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: 50,658 shares; 2024Q4: 52,007 shares; 2025Q1: 54,099 shares; 2025Q2: 58,361 shares; 2025Q3: 59,782 shares; 2025Q4: 60,455 shares 60,455 $16.7M 1.53% +673 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,554 shares; 2024Q4: 437,197 shares; 2025Q1: 364,175 shares; 2025Q2: 363,316 shares; 2025Q3: 360,949 shares; 2025Q4: 365,336 shares 365,336 $16.5M 1.5% +4,387 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,806 shares; 2024Q4: 547,779 shares; 2025Q1: 568,112 shares; 2025Q2: 625,260 shares; 2025Q3: 656,897 shares; 2025Q4: 684,846 shares 684,846 $16.5M 1.5% +27,949 Timeline JPIB 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: 188,821 shares; 2024Q4: 213,611 shares; 2025Q1: 197,786 shares; 2025Q2: 199,543 shares; 2025Q3: 301,085 shares; 2025Q4: 320,637 shares 320,637 $15.6M 1.42% +19,552 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,460 shares; 2024Q4: 77,797 shares; 2025Q1: 104,394 shares; 2025Q2: 113,952 shares; 2025Q3: 117,894 shares; 2025Q4: 136,364 shares 136,364 $13.9M 1.27% +18,470 Timeline DFUS 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: 101,248 shares; 2024Q4: 99,740 shares; 2025Q1: 100,639 shares; 2025Q2: 106,986 shares; 2025Q3: 167,051 shares; 2025Q4: 185,916 shares 185,916 $13.8M 1.26% +18,865 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: 20,318 shares; 2024Q4: 20,206 shares; 2025Q1: 19,700 shares; 2025Q2: 19,080 shares; 2025Q3: 19,159 shares; 2025Q4: 18,202 shares 18,202 $13.7M 1.25% -957 Timeline SPTI 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: 434,530 shares; 2024Q4: 479,906 shares; 2025Q1: 435,234 shares; 2025Q2: 425,056 shares; 2025Q3: 443,493 shares; 2025Q4: 454,605 shares 454,605 $13.1M 1.19% +11,112 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,458 shares; 2024Q4: 6,498 shares; 2025Q1: 41,213 shares; 2025Q2: 129,862 shares; 2025Q3: 165,496 shares; 2025Q4: 171,637 shares 171,637 $13M 1.18% +6,141 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,231 shares; 2024Q4: 74,492 shares; 2025Q1: 76,238 shares; 2025Q2: 88,338 shares; 2025Q3: 119,018 shares; 2025Q4: 144,356 shares 144,356 $12.9M 1.18% +25,338 Timeline IOO 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: 83,941 shares; 2024Q4: 85,371 shares; 2025Q1: 92,790 shares; 2025Q2: 96,365 shares; 2025Q3: 99,428 shares; 2025Q4: 101,543 shares 101,543 $12.9M 1.17% +2,115 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: 365,122 shares; 2024Q4: 368,137 shares; 2025Q1: 342,168 shares; 2025Q2: 331,523 shares; 2025Q3: 332,039 shares; 2025Q4: 284,641 shares 284,641 $12.6M 1.15% -47,398 Timeline IUSV 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: 120,876 shares; 2024Q4: 121,837 shares; 2025Q1: 119,463 shares; 2025Q2: 120,189 shares; 2025Q3: 117,090 shares; 2025Q4: 114,144 shares 114,144 $11.7M 1.07% -2,946 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,143 shares; 2024Q4: 363,948 shares; 2025Q1: 374,890 shares; 2025Q2: 374,889 shares; 2025Q3: 382,937 shares; 2025Q4: 375,619 shares 375,619 $11.3M 1.03% -7,318 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: 137,105 shares; 2024Q4: 141,639 shares; 2025Q1: 142,345 shares; 2025Q2: 151,355 shares; 2025Q3: 151,843 shares; 2025Q4: 150,997 shares 150,997 $11.3M 1.03% -846 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: 19,629 shares; 2024Q4: 19,645 shares; 2025Q1: 19,223 shares; 2025Q2: 19,720 shares; 2025Q3: 19,464 shares; 2025Q4: 19,438 shares 19,438 $11.1M 1.01% -26 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 213,386 shares; 2025Q1: 217,111 shares; 2025Q2: 219,584 shares; 2025Q3: 225,123 shares; 2025Q4: 224,197 shares 224,197 $11M 1% -926 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,635 shares; 2024Q4: 295,657 shares; 2025Q1: 307,639 shares; 2025Q2: 321,326 shares; 2025Q3: 326,613 shares; 2025Q4: 331,819 shares 331,819 $10.8M 0.99% +5,206 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: 19,527 shares; 2024Q4: 19,138 shares; 2025Q1: 18,771 shares; 2025Q2: 21,166 shares; 2025Q3: 21,675 shares; 2025Q4: 21,403 shares 21,403 $10.8M 0.98% -272 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,310 shares; 2024Q4: 174,190 shares; 2025Q1: 177,316 shares; 2025Q2: 186,391 shares; 2025Q3: 202,760 shares; 2025Q4: 209,895 shares 209,895 $10.7M 0.97% +7,135 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: 166,648 shares; 2024Q4: 170,862 shares; 2025Q1: 167,915 shares; 2025Q2: 163,783 shares; 2025Q3: 162,941 shares; 2025Q4: 160,908 shares 160,908 $10.6M 0.97% -2,033 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,333 shares; 2024Q4: 104,362 shares; 2025Q1: 103,684 shares; 2025Q2: 105,298 shares; 2025Q3: 116,721 shares; 2025Q4: 124,530 shares 124,530 $9.59M 0.87% +7,809 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: 50,692 shares; 2024Q4: 49,845 shares; 2025Q1: 48,922 shares; 2025Q2: 49,534 shares; 2025Q3: 51,331 shares; 2025Q4: 50,019 shares 50,019 $9.33M 0.85% -1,312 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: 11,374 shares; 2024Q4: 12,181 shares; 2025Q1: 12,387 shares; 2025Q2: 12,882 shares; 2025Q3: 13,332 shares; 2025Q4: 13,338 shares 13,338 $9.1M 0.83% +6 Timeline SPMB 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: 331,977 shares; 2024Q4: 344,620 shares; 2025Q1: 354,082 shares; 2025Q2: 372,376 shares; 2025Q3: 384,004 shares; 2025Q4: 400,087 shares 400,087 $8.97M 0.82% +16,083 Timeline SJNK 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: 320,690 shares; 2024Q4: 328,119 shares; 2025Q1: 340,524 shares; 2025Q2: 338,175 shares; 2025Q3: 334,895 shares; 2025Q4: 341,350 shares 341,350 $8.64M 0.79% +6,455 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: 138,657 shares; 2024Q4: 136,372 shares; 2025Q1: 134,622 shares; 2025Q2: 132,336 shares; 2025Q3: 137,774 shares; 2025Q4: 136,883 shares 136,883 $8.51M 0.78% -891 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,409 shares; 2024Q4: 189,749 shares; 2025Q1: 201,390 shares; 2025Q2: 205,395 shares; 2025Q3: 209,786 shares; 2025Q4: 213,277 shares 213,277 $8.17M 0.74% +3,491 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: 78,098 shares; 2024Q4: 88,398 shares; 2025Q1: 89,281 shares; 2025Q2: 91,146 shares; 2025Q3: 96,693 shares; 2025Q4: 101,311 shares 101,311 $8.08M 0.74% +4,618 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,296 shares; 2024Q4: 358,304 shares; 2025Q1: 358,134 shares; 2025Q2: 350,088 shares; 2025Q3: 320,023 shares; 2025Q4: 315,111 shares 315,111 $7.93M 0.72% -4,912 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,133 shares; 2025Q3: 186,298 shares; 2025Q4: 212,450 shares 212,450 $7.77M 0.71% +26,152 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: 107,044 shares; 2024Q4: 112,756 shares; 2025Q1: 113,485 shares; 2025Q2: 119,869 shares; 2025Q3: 124,361 shares; 2025Q4: 129,495 shares 129,495 $7.61M 0.69% +5,134 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,414 shares; 2024Q4: 121,894 shares; 2025Q1: 125,180 shares; 2025Q2: 137,187 shares; 2025Q3: 145,265 shares; 2025Q4: 151,310 shares 151,310 $7.55M 0.69% +6,045 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: 14,540 shares; 2024Q4: 14,622 shares; 2025Q1: 13,959 shares; 2025Q2: 14,277 shares; 2025Q3: 15,806 shares; 2025Q4: 15,425 shares 15,425 $7.46M 0.68% -381 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: 31,284 shares; 2024Q4: 31,220 shares; 2025Q1: 30,691 shares; 2025Q2: 30,936 shares; 2025Q3: 31,457 shares; 2025Q4: 30,766 shares 30,766 $7.1M 0.65% -691 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: 47,775 shares; 2024Q4: 59,408 shares; 2025Q1: 72,565 shares; 2025Q2: 72,358 shares; 2025Q3: 87,904 shares; 2025Q4: 100,182 shares 100,182 $6.96M 0.63% +12,278 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,831 shares; 2024Q4: 198,437 shares; 2025Q1: 194,426 shares; 2025Q2: 199,906 shares; 2025Q3: 209,299 shares; 2025Q4: 168,542 shares 168,542 $6.8M 0.62% -40,757 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: 101,653 shares; 2024Q4: 102,799 shares; 2025Q1: 104,666 shares; 2025Q2: 103,972 shares; 2025Q3: 104,277 shares; 2025Q4: 105,763 shares 105,763 $6.61M 0.6% +1,486 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: 79,940 shares; 2024Q4: 80,163 shares; 2025Q1: 56,936 shares; 2025Q2: 54,753 shares; 2025Q3: 54,491 shares; 2025Q4: 53,715 shares 53,715 $6.46M 0.59% -776 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: 64,035 shares; 2024Q4: 67,601 shares; 2025Q1: 67,132 shares; 2025Q2: 76,543 shares; 2025Q3: 75,597 shares; 2025Q4: 79,672 shares 79,672 $6.36M 0.58% +4,075 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: 6,995 shares; 2024Q4: 7,099 shares; 2025Q1: 6,948 shares; 2025Q2: 7,367 shares; 2025Q3: 7,359 shares; 2025Q4: 7,153 shares 7,153 $6.17M 0.56% -206 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: 21,194 shares; 2024Q4: 21,765 shares; 2025Q1: 21,974 shares; 2025Q2: 22,859 shares; 2025Q3: 23,181 shares; 2025Q4: 23,728 shares 23,728 $6.12M 0.56% +547 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124,648 shares; 2025Q1: 122,163 shares; 2025Q2: 117,996 shares; 2025Q3: 109,218 shares; 2025Q4: 137,995 shares 137,995 $6.06M 0.55% +28,777 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: 19,711 shares; 2024Q4: 20,032 shares; 2025Q1: 19,720 shares; 2025Q2: 19,897 shares; 2025Q3: 20,050 shares; 2025Q4: 18,983 shares 18,983 $5.94M 0.54% -1,067 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: 239,834 shares; 2024Q4: 719,554 shares; 2025Q1: 569,402 shares; 2025Q2: 354,731 shares; 2025Q3: 233,894 shares; 2025Q4: 213,140 shares 213,140 $5.85M 0.53% -20,754 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: 23,012 shares; 2024Q4: 22,664 shares; 2025Q1: 21,629 shares; 2025Q2: 17,889 shares; 2025Q3: 17,518 shares; 2025Q4: 18,141 shares 18,141 $5.85M 0.53% +623 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,334 shares; 2024Q4: 17,573 shares; 2025Q1: 18,361 shares; 2025Q2: 27,581 shares; 2025Q3: 35,052 shares; 2025Q4: 69,998 shares 69,998 $5.76M 0.53% +34,946 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,836 shares; 2024Q4: 243,683 shares; 2025Q1: 250,362 shares; 2025Q2: 262,413 shares; 2025Q3: 221,998 shares; 2025Q4: 223,419 shares 223,419 $5.75M 0.52% +1,421 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,205 shares; 2024Q4: 23,468 shares; 2025Q1: 25,210 shares; 2025Q2: 28,965 shares; 2025Q3: 99,153 shares; 2025Q4: 105,978 shares 105,978 $5.55M 0.51% +6,825 Timeline VONG 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: 61,077 shares; 2024Q4: 63,212 shares; 2025Q1: 44,796 shares; 2025Q2: 44,446 shares; 2025Q3: 42,693 shares; 2025Q4: 43,345 shares 43,345 $5.28M 0.48% +652 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: 9,542 shares; 2024Q4: 10,527 shares; 2025Q1: 11,525 shares; 2025Q2: 12,108 shares; 2025Q3: 12,932 shares; 2025Q4: 13,079 shares 13,079 $5.18M 0.47% +147 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,673 shares; 2024Q4: 98,824 shares; 2025Q1: 98,060 shares; 2025Q2: 97,684 shares; 2025Q3: 96,743 shares; 2025Q4: 104,296 shares 104,296 $5.16M 0.47% +7,553 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: 17,300 shares; 2024Q4: 17,236 shares; 2025Q1: 16,034 shares; 2025Q2: 16,340 shares; 2025Q3: 16,396 shares; 2025Q4: 16,226 shares 16,226 $5.09M 0.46% -170 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,307 shares; 2024Q4: 42,331 shares; 2025Q1: 42,419 shares; 2025Q2: 42,426 shares; 2025Q3: 42,432 shares; 2025Q4: 42,185 shares 42,185 $4.65M 0.42% -247 Timeline ISCG 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: 69,322 shares; 2024Q4: 74,474 shares; 2025Q1: 73,038 shares; 2025Q2: 73,332 shares; 2025Q3: 74,640 shares; 2025Q4: 76,776 shares 76,776 $4.26M 0.39% +2,136 Timeline VAW 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: 17,628 shares; 2024Q4: 17,215 shares; 2025Q1: 16,981 shares; 2025Q2: 22,302 shares; 2025Q3: 20,797 shares; 2025Q4: 20,060 shares 20,060 $4.16M 0.38% -737 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: 8,970 shares; 2024Q4: 8,931 shares; 2025Q1: 8,731 shares; 2025Q2: 11,378 shares; 2025Q3: 11,836 shares; 2025Q4: 12,292 shares 12,292 $4.12M 0.38% +456 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,036 shares; 2024Q4: 68,099 shares; 2025Q1: 67,480 shares; 2025Q2: 72,111 shares; 2025Q3: 72,672 shares; 2025Q4: 73,178 shares 73,178 $4.12M 0.38% +506 Timeline IWP 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: 14,442 shares; 2024Q4: 17,044 shares; 2025Q1: 23,102 shares; 2025Q2: 26,887 shares; 2025Q3: 28,545 shares; 2025Q4: 29,268 shares 29,268 $4.01M 0.37% +723 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,465 shares; 2024Q4: 84,635 shares; 2025Q1: 94,857 shares; 2025Q2: 73,989 shares; 2025Q3: 73,922 shares; 2025Q4: 75,234 shares 75,234 $4M 0.36% +1,312 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,665 shares; 2024Q4: 46,503 shares; 2025Q1: 45,587 shares; 2025Q2: 44,538 shares; 2025Q3: 42,315 shares; 2025Q4: 42,833 shares 42,833 $3.86M 0.35% +518 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,288 shares; 2024Q4: 27,828 shares; 2025Q1: 26,734 shares; 2025Q2: 26,711 shares; 2025Q3: 26,459 shares; 2025Q4: 26,612 shares 26,612 $3.81M 0.35% +153 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: 8,541 shares; 2024Q4: 8,528 shares; 2025Q1: 8,072 shares; 2025Q2: 8,028 shares; 2025Q3: 7,915 shares; 2025Q4: 7,896 shares 7,896 $3.74M 0.34% -19 Timeline XLI 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: 25,003 shares; 2024Q4: 24,927 shares; 2025Q1: 24,640 shares; 2025Q2: 24,153 shares; 2025Q3: 24,071 shares; 2025Q4: 24,072 shares 24,072 $3.73M 0.34% +1 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,064 shares; 2024Q4: 58,568 shares; 2025Q1: 61,497 shares; 2025Q2: 62,120 shares; 2025Q3: 66,624 shares; 2025Q4: 73,658 shares 73,658 $3.73M 0.34% +7,034 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,850 shares; 2024Q4: 178,362 shares; 2025Q1: 99,462 shares; 2025Q2: 104,810 shares; 2025Q3: 94,729 shares; 2025Q4: 82,846 shares 82,846 $3.68M 0.33% -11,883 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: 4,095 shares; 2024Q4: 4,036 shares; 2025Q1: 3,614 shares; 2025Q2: 3,675 shares; 2025Q3: 3,338 shares; 2025Q4: 3,339 shares 3,339 $3.59M 0.33% +1 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: 19,280 shares; 2024Q4: 18,794 shares; 2025Q1: 19,059 shares; 2025Q2: 17,682 shares; 2025Q3: 17,681 shares; 2025Q4: 17,042 shares 17,042 $3.53M 0.32% -639 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,091 shares; 2024Q4: 13,931 shares; 2025Q1: 12,137 shares; 2025Q2: 12,692 shares; 2025Q3: 77,966 shares; 2025Q4: 74,054 shares 74,054 $3.44M 0.31% -3,912 Timeline DFAT 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: 42,234 shares; 2024Q4: 44,584 shares; 2025Q1: 45,735 shares; 2025Q2: 43,529 shares; 2025Q3: 44,907 shares; 2025Q4: 57,020 shares 57,020 $3.39M 0.31% +12,113 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: 7,334 shares; 2024Q4: 7,381 shares; 2025Q1: 7,457 shares; 2025Q2: 8,001 shares; 2025Q3: 7,638 shares; 2025Q4: 7,540 shares 7,540 $3.39M 0.31% -98 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: 13,875 shares; 2024Q4: 13,915 shares; 2025Q1: 12,557 shares; 2025Q2: 10,889 shares; 2025Q3: 10,574 shares; 2025Q4: 9,646 shares 9,646 $3.38M 0.31% -928 Timeline IGHG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,772 shares; 2025Q3: 10,992 shares; 2025Q4: 42,891 shares 42,891 $3.36M 0.31% +31,899 Timeline VDC 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: 15,578 shares; 2024Q4: 15,659 shares; 2025Q1: 15,604 shares; 2025Q2: 14,490 shares; 2025Q3: 15,136 shares; 2025Q4: 15,177 shares 15,177 $3.21M 0.29% +41 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,782 shares; 2024Q4: 6,729 shares; 2025Q1: 7,531 shares; 2025Q2: 11,699 shares; 2025Q3: 13,571 shares; 2025Q4: 14,016 shares 14,016 $3.01M 0.27% +445 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,213 shares; 2024Q4: 26,237 shares; 2025Q1: 26,285 shares; 2025Q2: 25,240 shares; 2025Q3: 24,923 shares; 2025Q4: 24,334 shares 24,334 $3M 0.27% -589 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: 6,340 shares; 2024Q4: 6,314 shares; 2025Q1: 6,240 shares; 2025Q2: 6,163 shares; 2025Q3: 5,901 shares; 2025Q4: 5,686 shares 5,686 $2.97M 0.27% -215 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: 8,587 shares; 2024Q4: 12,152 shares; 2025Q1: 16,544 shares; 2025Q2: 23,332 shares; 2025Q3: 30,909 shares; 2025Q4: 35,336 shares 35,336 $2.96M 0.27% +4,427 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 16,020 shares; 2025Q1: 16,160 shares; 2025Q2: 16,887 shares; 2025Q3: 16,938 shares; 2025Q4: 15,821 shares 15,821 $2.91M 0.27% -1,117 Timeline DTD 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: 34,030 shares; 2024Q4: 34,156 shares; 2025Q1: 31,621 shares; 2025Q2: 31,214 shares; 2025Q3: 33,291 shares; 2025Q4: 34,028 shares 34,028 $2.89M 0.26% +737 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,077 shares; 2024Q4: 48,322 shares; 2025Q1: 66,520 shares; 2025Q2: 81,629 shares; 2025Q3: 87,915 shares; 2025Q4: 89,344 shares 89,344 $2.86M 0.26% +1,429 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: 44,466 shares; 2024Q4: 43,692 shares; 2025Q1: 41,397 shares; 2025Q2: 42,018 shares; 2025Q3: 36,254 shares; 2025Q4: 62,473 shares 62,473 $2.79M 0.25% +26,219 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,088 shares; 2024Q4: 8,210 shares; 2025Q1: 8,358 shares; 2025Q2: 8,292 shares; 2025Q3: 11,467 shares; 2025Q4: 23,014 shares 23,014 $2.75M 0.25% +11,547 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: 15,506 shares; 2025Q4: 108,924 shares 108,924 $2.71M 0.25% +93,418 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: 8,459 shares; 2024Q4: 8,508 shares; 2025Q1: 8,671 shares; 2025Q2: 8,986 shares; 2025Q3: 9,088 shares; 2025Q4: 9,239 shares 9,239 $2.68M 0.24% +151 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,711 shares; 2024Q4: 101,500 shares; 2025Q1: 68,806 shares; 2025Q2: 70,527 shares; 2025Q3: 54,006 shares; 2025Q4: 55,263 shares 55,263 $2.66M 0.24% +1,257 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: 32,275 shares; 2024Q4: 32,931 shares; 2025Q1: 23,846 shares; 2025Q2: 16,668 shares; 2025Q3: 13,692 shares; 2025Q4: 12,001 shares 12,001 $2.64M 0.24% -1,691 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: 23,875 shares; 2024Q4: 24,084 shares; 2025Q1: 23,339 shares; 2025Q2: 23,993 shares; 2025Q3: 24,259 shares; 2025Q4: 23,642 shares 23,642 $2.63M 0.24% -617 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: 41,985 shares; 2024Q4: 46,382 shares; 2025Q1: 45,656 shares; 2025Q2: 47,013 shares; 2025Q3: 49,547 shares; 2025Q4: 50,635 shares 50,635 $2.55M 0.23% +1,088 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,368 shares; 2025Q1: 2,133 shares; 2025Q2: 2,048 shares; 2025Q3: 6,910 shares; 2025Q4: 11,236 shares 11,236 $2.52M 0.23% +4,326 Timeline MGC 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: 8,955 shares; 2024Q4: 8,568 shares; 2025Q1: 8,591 shares; 2025Q2: 8,591 shares; 2025Q3: 9,353 shares; 2025Q4: 9,824 shares 9,824 $2.47M 0.22% +471 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,684 shares; 2024Q4: 62,759 shares; 2025Q1: 58,489 shares; 2025Q2: 45,422 shares; 2025Q3: 42,894 shares; 2025Q4: 42,929 shares 42,929 $2.44M 0.22% +35 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,745 shares 35,745 $2.43M 0.22% new 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: 19,051 shares; 2024Q4: 19,329 shares; 2025Q1: 19,177 shares; 2025Q2: 19,203 shares; 2025Q3: 20,246 shares; 2025Q4: 20,443 shares 20,443 $2.4M 0.22% +197 Timeline HSCZ 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: 40,360 shares; 2024Q4: 53,703 shares; 2025Q1: 50,419 shares; 2025Q2: 54,582 shares; 2025Q3: 54,664 shares; 2025Q4: 61,146 shares 61,146 $2.38M 0.22% +6,482 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: 4,846 shares; 2024Q4: 5,533 shares; 2025Q1: 5,068 shares; 2025Q2: 4,991 shares; 2025Q3: 4,963 shares; 2025Q4: 4,889 shares 4,889 $2.36M 0.22% -74 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: 32,864 shares; 2024Q4: 33,190 shares; 2025Q1: 34,528 shares; 2025Q2: 33,410 shares; 2025Q3: 33,515 shares; 2025Q4: 33,503 shares 33,503 $2.34M 0.21% -12 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: 11,045 shares; 2024Q4: 10,167 shares; 2025Q1: 8,910 shares; 2025Q2: 7,285 shares; 2025Q3: 7,218 shares; 2025Q4: 6,746 shares 6,746 $2.32M 0.21% -472 Timeline PRF 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: 15,669 shares; 2024Q4: 15,676 shares; 2025Q1: 15,178 shares; 2025Q2: 32,129 shares; 2025Q3: 40,149 shares; 2025Q4: 49,018 shares 49,018 $2.3M 0.21% +8,869 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: 17,012 shares; 2024Q4: 15,854 shares; 2025Q1: 15,496 shares; 2025Q2: 15,034 shares; 2025Q3: 15,052 shares; 2025Q4: 14,808 shares 14,808 $2.26M 0.21% -244 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,830 shares; 2024Q4: 28,015 shares; 2025Q1: 26,760 shares; 2025Q2: 46,151 shares; 2025Q3: 21,705 shares; 2025Q4: 19,669 shares 19,669 $2.2M 0.2% -2,036 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,119 shares; 2024Q4: 24,590 shares; 2025Q1: 25,658 shares; 2025Q2: 29,331 shares; 2025Q3: 35,557 shares; 2025Q4: 39,845 shares 39,845 $2.19M 0.2% +4,288 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,098 shares; 2024Q4: 15,201 shares; 2025Q1: 15,730 shares; 2025Q2: 15,881 shares; 2025Q3: 15,892 shares; 2025Q4: 15,744 shares 15,744 $2.18M 0.2% -148 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 42,658 shares 42,658 $2.16M 0.2% new 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: 4,809 shares; 2024Q4: 4,671 shares; 2025Q1: 4,427 shares; 2025Q2: 4,431 shares; 2025Q3: 4,394 shares; 2025Q4: 4,177 shares 4,177 $2.13M 0.19% -217 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: 7,004 shares; 2024Q4: 6,972 shares; 2025Q1: 6,831 shares; 2025Q2: 7,113 shares; 2025Q3: 7,279 shares; 2025Q4: 14,571 shares 14,571 $2.1M 0.19% +7,292 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,211 shares 24,211 $2.07M 0.19% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,598 shares; 2024Q4: 32,408 shares; 2025Q1: 34,100 shares; 2025Q2: 32,678 shares; 2025Q3: 32,442 shares; 2025Q4: 36,413 shares 36,413 $2.06M 0.19% +3,971 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: 6,678 shares; 2024Q4: 6,815 shares; 2025Q1: 6,750 shares; 2025Q2: 6,755 shares; 2025Q3: 6,757 shares; 2025Q4: 6,830 shares 6,830 $2.02M 0.18% +73 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,593 shares; 2024Q4: 16,914 shares; 2025Q1: 16,865 shares; 2025Q2: 20,407 shares; 2025Q3: 22,232 shares; 2025Q4: 44,957 shares 44,957 $1.92M 0.17% +22,725 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,150 shares; 2025Q1: 27,803 shares; 2025Q2: 26,816 shares; 2025Q3: 24,973 shares; 2025Q4: 32,362 shares 32,362 $1.87M 0.17% +7,389 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: 6,652 shares; 2024Q4: 6,778 shares; 2025Q1: 6,739 shares; 2025Q2: 6,366 shares; 2025Q3: 6,244 shares; 2025Q4: 6,082 shares 6,082 $1.87M 0.17% -162 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,476 shares; 2025Q3: 19,473 shares; 2025Q4: 19,194 shares 19,194 $1.84M 0.17% -279 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,123 shares; 2024Q4: 27,976 shares; 2025Q1: 27,082 shares; 2025Q2: 27,127 shares; 2025Q3: 26,318 shares; 2025Q4: 26,205 shares 26,205 $1.82M 0.17% -113 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,119 shares; 2024Q4: 59,377 shares; 2025Q1: 38,396 shares; 2025Q2: 35,877 shares; 2025Q3: 36,162 shares; 2025Q4: 37,729 shares 37,729 $1.78M 0.16% +1,567 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,436 shares; 2024Q4: 7,505 shares; 2025Q1: 7,509 shares; 2025Q2: 7,853 shares; 2025Q3: 7,646 shares; 2025Q4: 7,657 shares 7,657 $1.75M 0.16% +11 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,766 shares; 2024Q4: 4,822 shares; 2025Q1: 4,922 shares; 2025Q2: 4,964 shares; 2025Q3: 5,003 shares; 2025Q4: 5,044 shares 5,044 $1.73M 0.16% +41 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: 10,023 shares; 2024Q4: 10,037 shares; 2025Q1: 10,003 shares; 2025Q2: 10,023 shares; 2025Q3: 10,085 shares; 2025Q4: 9,965 shares 9,965 $1.7M 0.16% -120 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,895 shares; 2025Q1: 2,897 shares; 2025Q2: 5,505 shares; 2025Q3: 6,528 shares; 2025Q4: 8,260 shares 8,260 $1.69M 0.15% +1,732 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: 4,738 shares; 2024Q4: 4,702 shares; 2025Q1: 4,606 shares; 2025Q2: 4,610 shares; 2025Q3: 4,543 shares; 2025Q4: 4,387 shares 4,387 $1.64M 0.15% -156 Timeline NLR 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: not reported; 2025Q2: not reported; 2025Q3: 7,834 shares; 2025Q4: 12,822 shares 12,822 $1.59M 0.15% +4,988 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: 29,153 shares; 2024Q4: 28,367 shares; 2025Q1: 28,223 shares; 2025Q2: 27,712 shares; 2025Q3: 27,825 shares; 2025Q4: 27,568 shares 27,568 $1.48M 0.14% -257 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,309 shares; 2024Q4: 39,225 shares; 2025Q1: 39,109 shares; 2025Q2: 38,041 shares; 2025Q3: 38,431 shares; 2025Q4: 39,927 shares 39,927 $1.45M 0.13% +1,496 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: 14,595 shares; 2024Q4: 13,965 shares; 2025Q1: 13,465 shares; 2025Q2: 13,462 shares; 2025Q3: 13,517 shares; 2025Q4: 12,677 shares 12,677 $1.44M 0.13% -840 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,355 shares; 2024Q4: 24,809 shares; 2025Q1: 26,313 shares; 2025Q2: 26,654 shares; 2025Q3: 27,087 shares; 2025Q4: 26,105 shares 26,105 $1.43M 0.13% -982 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: 28,484 shares; 2024Q4: 18,228 shares; 2025Q1: 20,444 shares; 2025Q2: 21,381 shares; 2025Q3: 35,141 shares; 2025Q4: 34,955 shares 34,955 $1.42M 0.13% -186 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,206 shares; 2024Q4: 25,626 shares; 2025Q1: 26,081 shares; 2025Q2: 24,602 shares; 2025Q3: 24,317 shares; 2025Q4: 22,844 shares 22,844 $1.38M 0.13% -1,473 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: 24,645 shares; 2024Q4: 24,297 shares; 2025Q1: 23,937 shares; 2025Q2: 24,194 shares; 2025Q3: 24,075 shares; 2025Q4: 23,697 shares 23,697 $1.37M 0.12% -378 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,581 shares; 2024Q4: 4,597 shares; 2025Q1: 4,644 shares; 2025Q2: 4,666 shares; 2025Q3: 4,687 shares; 2025Q4: 4,708 shares 4,708 $1.36M 0.12% +21 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,307 shares; 2024Q4: 22,526 shares; 2025Q1: 22,148 shares; 2025Q2: 21,255 shares; 2025Q3: 13,092 shares; 2025Q4: 8,619 shares 8,619 $1.33M 0.12% -4,473 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,191 shares; 2024Q4: 10,074 shares; 2025Q1: 10,027 shares; 2025Q2: 10,029 shares; 2025Q3: 11,530 shares; 2025Q4: 11,495 shares 11,495 $1.33M 0.12% -35 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: 10,933 shares; 2024Q4: 10,940 shares; 2025Q1: 10,272 shares; 2025Q2: 10,382 shares; 2025Q3: 10,413 shares; 2025Q4: 10,934 shares 10,934 $1.32M 0.12% +521 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: 11,203 shares; 2024Q4: 11,367 shares; 2025Q1: 6,886 shares; 2025Q2: 6,545 shares; 2025Q3: 6,308 shares; 2025Q4: 6,207 shares 6,207 $1.31M 0.12% -101 Timeline ISCF 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: 35,868 shares; 2024Q4: 33,961 shares; 2025Q1: 35,191 shares; 2025Q2: 30,948 shares; 2025Q3: 30,036 shares; 2025Q4: 30,038 shares 30,038 $1.25M 0.11% +2 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: 13,495 shares; 2024Q4: 13,395 shares; 2025Q1: 13,623 shares; 2025Q2: 26,586 shares; 2025Q3: 26,302 shares; 2025Q4: 26,179 shares 26,179 $1.23M 0.11% -123 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,761 shares; 2024Q4: 32,501 shares; 2025Q1: 32,576 shares; 2025Q2: 32,665 shares; 2025Q3: 32,786 shares; 2025Q4: 31,376 shares 31,376 $1.2M 0.11% -1,410 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 1,937 shares; 2025Q1: 1,867 shares; 2025Q2: 4,228 shares; 2025Q3: 5,469 shares; 2025Q4: 5,506 shares 5,506 $1.17M 0.11% +37 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,015 shares; 2024Q4: 5,741 shares; 2025Q1: 5,563 shares; 2025Q2: 5,529 shares; 2025Q3: 5,461 shares; 2025Q4: 5,441 shares 5,441 $1.15M 0.11% -20 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: 4,042 shares; 2024Q4: 4,043 shares; 2025Q1: 3,707 shares; 2025Q2: 3,382 shares; 2025Q3: 4,601 shares; 2025Q4: 4,034 shares 4,034 $1.15M 0.1% -567 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: 23,742 shares; 2024Q4: 23,746 shares; 2025Q1: 23,519 shares; 2025Q2: 23,295 shares; 2025Q3: 23,341 shares; 2025Q4: 23,266 shares 23,266 $1.14M 0.1% -75 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,831 shares; 2024Q4: 11,942 shares; 2025Q1: 11,682 shares; 2025Q2: 11,347 shares; 2025Q3: 11,290 shares; 2025Q4: 10,563 shares 10,563 $1.13M 0.1% -727 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,805 shares; 2024Q4: 10,760 shares; 2025Q1: 10,760 shares; 2025Q2: 10,860 shares; 2025Q3: 11,237 shares; 2025Q4: 11,844 shares 11,844 $1.11M 0.1% +607 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: 1,164 shares; 2024Q4: 1,144 shares; 2025Q1: 1,135 shares; 2025Q2: 1,175 shares; 2025Q3: 1,200 shares; 2025Q4: 11,841 shares 11,841 $1.11M 0.1% +10,641 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,193 shares; 2025Q3: 24,272 shares; 2025Q4: 24,457 shares 24,457 $1.07M 0.1% +185 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,383 shares; 2025Q3: 6,281 shares; 2025Q4: 6,132 shares 6,132 $993K 0.09% -149 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: 5,634 shares; 2024Q4: 5,683 shares; 2025Q1: 5,581 shares; 2025Q2: 5,594 shares; 2025Q3: 5,657 shares; 2025Q4: 6,801 shares 6,801 $975K 0.09% +1,144 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 3,082 shares; 2025Q1: 3,117 shares; 2025Q2: 3,348 shares; 2025Q3: 3,333 shares; 2025Q4: 3,387 shares 3,387 $945K 0.09% +54 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,854 shares; 2024Q4: 25,994 shares; 2025Q1: 24,130 shares; 2025Q2: 23,895 shares; 2025Q3: 23,646 shares; 2025Q4: 23,697 shares 23,697 $939K 0.09% +51 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,447 shares; 2024Q4: not reported; 2025Q1: 24,383 shares; 2025Q2: 24,037 shares; 2025Q3: 23,338 shares; 2025Q4: 22,665 shares 22,665 $923K 0.08% -673 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,251 shares; 2024Q4: 7,251 shares; 2025Q1: 7,251 shares; 2025Q2: 5,921 shares; 2025Q3: 12,869 shares; 2025Q4: 12,576 shares 12,576 $913K 0.08% -293 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: 10,570 shares; 2024Q4: 10,753 shares; 2025Q1: 10,798 shares; 2025Q2: 10,756 shares; 2025Q3: 11,067 shares; 2025Q4: 12,049 shares 12,049 $909K 0.08% +982 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: 4,517 shares; 2024Q4: 4,600 shares; 2025Q1: 4,546 shares; 2025Q2: 4,531 shares; 2025Q3: 4,824 shares; 2025Q4: 4,642 shares 4,642 $905K 0.08% -182 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: 4,325 shares; 2024Q4: 4,207 shares; 2025Q1: 4,017 shares; 2025Q2: 4,163 shares; 2025Q3: 4,159 shares; 2025Q4: 4,159 shares 4,159 $903K 0.08% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 5,824 shares; 2025Q4: 8,168 shares 8,168 $896K 0.08% +2,344 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: 10,477 shares; 2024Q4: 10,464 shares; 2025Q1: 10,167 shares; 2025Q2: 10,202 shares; 2025Q3: 10,204 shares; 2025Q4: 7,008 shares 7,008 $860K 0.08% -3,196 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: 3,410 shares; 2024Q4: 3,514 shares; 2025Q1: 3,306 shares; 2025Q2: 3,116 shares; 2025Q3: 3,166 shares; 2025Q4: 2,457 shares 2,457 $851K 0.08% -709 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: 34,562 shares; 2024Q4: 33,512 shares; 2025Q1: 33,237 shares; 2025Q2: 33,398 shares; 2025Q3: 34,101 shares; 2025Q4: 33,891 shares 33,891 $842K 0.08% -210 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: 9,482 shares; 2024Q4: 9,714 shares; 2025Q1: 12,970 shares; 2025Q2: 22,675 shares; 2025Q3: 29,605 shares; 2025Q4: 35,999 shares 35,999 $836K 0.08% +6,394 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,044 shares; 2024Q4: 10,159 shares; 2025Q1: 7,421 shares; 2025Q2: 7,470 shares; 2025Q3: 8,680 shares; 2025Q4: 8,635 shares 8,635 $831K 0.08% -45 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,508 shares; 2025Q1: 5,440 shares; 2025Q2: 5,461 shares; 2025Q3: 10,755 shares; 2025Q4: 10,807 shares 10,807 $781K 0.07% +52 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,591 shares; 2024Q4: 20,683 shares; 2025Q1: 33,532 shares; 2025Q2: 36,181 shares; 2025Q3: 36,279 shares; 2025Q4: 39,536 shares 39,536 $780K 0.07% +3,257 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: 9,994 shares; 2024Q4: 9,985 shares; 2025Q1: 8,682 shares; 2025Q2: 8,686 shares; 2025Q3: 8,707 shares; 2025Q4: 8,833 shares 8,833 $770K 0.07% +126 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,815 shares; 2024Q4: 34,054 shares; 2025Q1: 32,629 shares; 2025Q2: 32,124 shares; 2025Q3: 32,347 shares; 2025Q4: 31,778 shares 31,778 $766K 0.07% -569 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.07% 0 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: 6,818 shares; 2024Q4: 6,689 shares; 2025Q1: 6,325 shares; 2025Q2: 6,334 shares; 2025Q3: 6,342 shares; 2025Q4: 6,309 shares 6,309 $736K 0.07% -33 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: 7,736 shares; 2025Q1: 5,959 shares; 2025Q2: 5,972 shares; 2025Q3: 7,461 shares; 2025Q4: 7,627 shares 7,627 $732K 0.07% +166 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: 2,991 shares; 2024Q4: 3,015 shares; 2025Q1: 2,945 shares; 2025Q2: 2,956 shares; 2025Q3: 2,956 shares; 2025Q4: 2,945 shares 2,945 $725K 0.07% -11 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: 1,913 shares; 2024Q4: 1,856 shares; 2025Q1: not reported; 2025Q2: 1,846 shares; 2025Q3: 2,663 shares; 2025Q4: 3,366 shares 3,366 $721K 0.07% +703 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 2,423 shares; 2025Q1: 2,419 shares; 2025Q2: 2,421 shares; 2025Q3: 2,463 shares; 2025Q4: 2,467 shares 2,467 $710K 0.06% +4 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,133 shares; 2025Q1: 1,131 shares; 2025Q2: 1,132 shares; 2025Q3: 1,134 shares; 2025Q4: 1,242 shares 1,242 $708K 0.06% +108 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 3,137 shares; 2025Q1: 3,755 shares; 2025Q2: 5,076 shares; 2025Q3: 6,462 shares; 2025Q4: 9,311 shares 9,311 $692K 0.06% +2,849 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: 18,331 shares; 2024Q4: 18,352 shares; 2025Q1: 18,412 shares; 2025Q2: 18,567 shares; 2025Q3: 19,005 shares; 2025Q4: 18,677 shares 18,677 $677K 0.06% -328 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: 3,756 shares; 2024Q4: 3,673 shares; 2025Q1: 3,662 shares; 2025Q2: 1,738 shares; 2025Q3: 1,812 shares; 2025Q4: 2,027 shares 2,027 $669K 0.06% +215 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: 3,943 shares; 2024Q4: 3,844 shares; 2025Q1: 3,568 shares; 2025Q2: 3,573 shares; 2025Q3: 3,630 shares; 2025Q4: 3,643 shares 3,643 $668K 0.06% +13 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: 6,403 shares; 2024Q4: 6,348 shares; 2025Q1: 5,849 shares; 2025Q2: 6,334 shares; 2025Q3: 6,332 shares; 2025Q4: 6,220 shares 6,220 $655K 0.06% -112 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: 988 shares; 2024Q4: 1,064 shares; 2025Q1: 1,026 shares; 2025Q2: 1,062 shares; 2025Q3: 1,069 shares; 2025Q4: 1,072 shares 1,072 $646K 0.06% +3 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,633 shares; 2025Q1: 14,434 shares; 2025Q2: 15,402 shares; 2025Q3: 15,257 shares; 2025Q4: 15,605 shares 15,605 $642K 0.06% +348 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: 872 shares; 2024Q4: 912 shares; 2025Q1: 883 shares; 2025Q2: 959 shares; 2025Q3: 1,045 shares; 2025Q4: 966 shares 966 $638K 0.06% -79 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: 818 shares; 2024Q4: 818 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 720 shares 720 $633K 0.06% -8 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: 2,719 shares; 2025Q1: 2,732 shares; 2025Q2: 2,829 shares; 2025Q3: 3,700 shares; 2025Q4: 3,540 shares 3,540 $629K 0.06% -160 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: 5,725 shares; 2024Q4: 5,713 shares; 2025Q1: 5,123 shares; 2025Q2: 5,052 shares; 2025Q3: 5,110 shares; 2025Q4: 4,975 shares 4,975 $623K 0.06% -135 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: 6,703 shares; 2024Q4: 6,700 shares; 2025Q1: 6,716 shares; 2025Q2: 6,736 shares; 2025Q3: 6,603 shares; 2025Q4: 4,458 shares 4,458 $620K 0.06% -2,145 Timeline IEV 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: 6,440 shares; 2024Q4: 6,454 shares; 2025Q1: 6,454 shares; 2025Q2: 7,690 shares; 2025Q3: 8,410 shares; 2025Q4: 8,927 shares 8,927 $612K 0.06% +517 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,051 shares; 2024Q4: 17,185 shares; 2025Q1: 17,322 shares; 2025Q2: 15,246 shares; 2025Q3: 16,278 shares; 2025Q4: 16,146 shares 16,146 $591K 0.05% -132 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: 10,506 shares; 2024Q4: 10,445 shares; 2025Q1: 10,402 shares; 2025Q2: 10,447 shares; 2025Q3: 10,495 shares; 2025Q4: 10,595 shares 10,595 $583K 0.05% +100 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,699 shares; 2025Q4: 11,293 shares 11,293 $577K 0.05% -41,406 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,494 shares; 2025Q1: 3,502 shares; 2025Q2: 3,509 shares; 2025Q3: 3,516 shares; 2025Q4: 3,284 shares 3,284 $560K 0.05% -232 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,634 shares; 2024Q4: 16,469 shares; 2025Q1: 15,403 shares; 2025Q2: 15,089 shares; 2025Q3: 14,253 shares; 2025Q4: 14,253 shares 14,253 $556K 0.05% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,059 shares; 2024Q4: 12,111 shares; 2025Q1: 11,917 shares; 2025Q2: 25,786 shares; 2025Q3: 27,295 shares; 2025Q4: 30,287 shares 30,287 $552K 0.05% +2,992 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,761 shares; 2024Q4: 5,751 shares; 2025Q1: 5,492 shares; 2025Q2: 4,492 shares; 2025Q3: 3,633 shares; 2025Q4: 2,224 shares 2,224 $549K 0.05% -1,409 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,404 shares; 2024Q4: 29,233 shares; 2025Q1: 29,826 shares; 2025Q2: 30,783 shares; 2025Q3: 31,530 shares; 2025Q4: 30,055 shares 30,055 $532K 0.05% -1,475 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares 2,145 $517K 0.05% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,490 shares; 2025Q1: 1,437 shares; 2025Q2: 1,557 shares; 2025Q3: 1,566 shares; 2025Q4: 1,547 shares 1,547 $506K 0.05% -19 Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,210 shares; 2025Q2: 18,773 shares; 2025Q3: 18,021 shares; 2025Q4: 17,893 shares 17,893 $501K 0.05% -128 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: 2,917 shares; 2024Q4: 2,922 shares; 2025Q1: 2,944 shares; 2025Q2: 2,961 shares; 2025Q3: 3,030 shares; 2025Q4: 3,109 shares 3,109 $499K 0.05% +79 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,742 shares; 2025Q2: 22,117 shares; 2025Q3: 22,117 shares; 2025Q4: 23,936 shares 23,936 $493K 0.04% +1,819 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 5,232 shares; 2025Q1: 5,236 shares; 2025Q2: 5,378 shares; 2025Q3: 5,384 shares; 2025Q4: 5,340 shares 5,340 $488K 0.04% -44 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: 4,825 shares; 2024Q4: 5,218 shares; 2025Q1: 5,212 shares; 2025Q2: 5,696 shares; 2025Q3: 5,927 shares; 2025Q4: 5,927 shares 5,927 $481K 0.04% 0 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,359 shares 11,359 $476K 0.04% new Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $476K 0.04% 0 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: 3,909 shares; 2024Q4: 4,243 shares; 2025Q1: 4,637 shares; 2025Q2: 4,687 shares; 2025Q3: 5,100 shares; 2025Q4: 4,884 shares 4,884 $470K 0.04% -216 Timeline BANK OF AMER CORP 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: 473 shares; 2024Q4: 467 shares; 2025Q1: 444 shares; 2025Q2: 400 shares; 2025Q3: 375 shares; 2025Q4: 375 shares 375 $470K 0.04% 0 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: 7,192 shares; 2024Q4: 6,531 shares; 2025Q1: 5,670 shares; 2025Q2: 5,961 shares; 2025Q3: 5,263 shares; 2025Q4: 5,288 shares 5,288 $468K 0.04% +25 Timeline ICSH 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: 13,659 shares; 2024Q4: 12,276 shares; 2025Q1: 10,603 shares; 2025Q2: 10,544 shares; 2025Q3: 8,998 shares; 2025Q4: 8,999 shares 8,999 $455K 0.04% +1 Timeline DFAX 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: 13,484 shares; 2024Q4: 13,609 shares; 2025Q1: 13,644 shares; 2025Q2: 13,816 shares; 2025Q3: 13,816 shares; 2025Q4: 13,816 shares 13,816 $452K 0.04% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,188 shares; 2024Q4: 8,857 shares; 2025Q1: 6,430 shares; 2025Q2: 6,365 shares; 2025Q3: 6,015 shares; 2025Q4: 6,048 shares 6,048 $448K 0.04% +33 Timeline CWB 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: 5,187 shares; 2024Q4: 5,131 shares; 2025Q1: 4,837 shares; 2025Q2: 4,848 shares; 2025Q3: 4,856 shares; 2025Q4: 4,868 shares 4,868 $434K 0.04% +12 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: 3,125 shares; 2024Q4: 3,157 shares; 2025Q1: 3,094 shares; 2025Q2: 3,101 shares; 2025Q3: 3,100 shares; 2025Q4: 3,004 shares 3,004 $431K 0.04% -96 Timeline JPRE 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: 8,911 shares; 2024Q4: 8,976 shares; 2025Q1: 9,016 shares; 2025Q2: 9,070 shares; 2025Q3: 9,123 shares; 2025Q4: 9,210 shares 9,210 $430K 0.04% +87 Timeline MGK 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: not reported; 2024Q4: not reported; 2025Q1: 1,128 shares; 2025Q2: 1,065 shares; 2025Q3: 1,110 shares; 2025Q4: 1,040 shares 1,040 $429K 0.04% -70 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,198 shares; 2024Q4: 22,315 shares; 2025Q1: 39,615 shares; 2025Q2: 39,539 shares; 2025Q3: 33,913 shares; 2025Q4: 21,758 shares 21,758 $426K 0.04% -12,155 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 4,043 shares; 2025Q1: 4,043 shares; 2025Q2: 4,043 shares; 2025Q3: 4,043 shares; 2025Q4: 4,043 shares 4,043 $421K 0.04% 0 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: 1,493 shares; 2024Q4: 1,512 shares; 2025Q1: 1,323 shares; 2025Q2: 1,230 shares; 2025Q3: 1,256 shares; 2025Q4: 1,359 shares 1,359 $415K 0.04% +103 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,067 shares; 2024Q4: 7,100 shares; 2025Q1: 6,766 shares; 2025Q2: 6,789 shares; 2025Q3: 6,812 shares; 2025Q4: 6,842 shares 6,842 $410K 0.04% +30 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: 784 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,656 shares; 2025Q4: 1,662 shares 1,662 $409K 0.04% +6 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,817 shares; 2024Q4: 207,996 shares; 2025Q1: 45,874 shares; 2025Q2: 13,160 shares; 2025Q3: 11,252 shares; 2025Q4: 8,804 shares 8,804 $400K 0.04% -2,448 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,794 shares; 2024Q4: 6,794 shares; 2025Q1: 6,794 shares; 2025Q2: 6,794 shares; 2025Q3: 6,794 shares; 2025Q4: 6,794 shares 6,794 $400K 0.04% 0 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: 719 shares; 2024Q4: 715 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 483 shares; 2025Q4: 483 shares 483 $396K 0.04% 0 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: 1,069 shares; 2024Q4: 1,089 shares; 2025Q1: 1,064 shares; 2025Q2: 1,064 shares; 2025Q3: 1,269 shares; 2025Q4: 1,244 shares 1,244 $396K 0.04% -25 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: 694 shares; 2024Q4: 696 shares; 2025Q1: 686 shares; 2025Q2: 688 shares; 2025Q3: 689 shares; 2025Q4: 690 shares 690 $395K 0.04% +1 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: 1,012 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares 1,008 $392K 0.04% 0 Timeline VFH 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: 3,023 shares; 2024Q4: 3,027 shares; 2025Q1: 2,911 shares; 2025Q2: 2,913 shares; 2025Q3: 2,914 shares; 2025Q4: 2,916 shares 2,916 $389K 0.04% +2 Timeline REMX 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: not reported; 2025Q2: not reported; 2025Q3: 5,264 shares; 2025Q4: 5,264 shares 5,264 $389K 0.04% 0 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: 1,579 shares; 2024Q4: 1,599 shares; 2025Q1: 1,314 shares; 2025Q2: 1,243 shares; 2025Q3: 1,308 shares; 2025Q4: 1,611 shares 1,611 $389K 0.04% +303 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,784 shares; 2025Q4: 8,784 shares 8,784 $384K 0.03% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,841 shares; 2025Q1: 1,777 shares; 2025Q2: 1,767 shares; 2025Q3: 1,772 shares; 2025Q4: 1,641 shares 1,641 $380K 0.03% -131 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: 80,851 shares; 2024Q4: 71,158 shares; 2025Q1: 68,632 shares; 2025Q2: 30,947 shares; 2025Q3: 15,536 shares; 2025Q4: 15,109 shares 15,109 $376K 0.03% -427 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 3,522 shares; 2025Q1: 3,472 shares; 2025Q2: 3,472 shares; 2025Q3: 3,472 shares; 2025Q4: 2,933 shares 2,933 $369K 0.03% -539 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: 5,681 shares; 2024Q4: 5,692 shares; 2025Q1: 4,765 shares; 2025Q2: 4,577 shares; 2025Q3: 4,682 shares; 2025Q4: 4,778 shares 4,778 $368K 0.03% +96 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,149 shares; 2025Q3: 6,804 shares; 2025Q4: 6,747 shares 6,747 $362K 0.03% -57 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: 9,919 shares; 2024Q4: 9,820 shares; 2025Q1: 9,524 shares; 2025Q2: 9,407 shares; 2025Q3: 8,060 shares; 2025Q4: 7,105 shares 7,105 $361K 0.03% -955 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,535 shares; 2025Q1: 4,461 shares; 2025Q2: 4,431 shares; 2025Q3: 4,564 shares; 2025Q4: 4,579 shares 4,579 $356K 0.03% +15 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: 1,136 shares; 2024Q4: 1,136 shares; 2025Q1: 993 shares; 2025Q2: 1,004 shares; 2025Q3: 1,002 shares; 2025Q4: 947 shares 947 $350K 0.03% -55 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: 3,317 shares; 2024Q4: 4,329 shares; 2025Q1: 4,062 shares; 2025Q2: 4,063 shares; 2025Q3: 4,337 shares; 2025Q4: 4,349 shares 4,349 $349K 0.03% +12 Timeline VGIT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,430 shares; 2025Q3: 5,722 shares; 2025Q4: 5,794 shares 5,794 $347K 0.03% +72 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,258 shares; 2024Q4: 49,150 shares; 2025Q1: 44,936 shares; 2025Q2: 44,637 shares; 2025Q3: 45,078 shares; 2025Q4: 46,131 shares 46,131 $346K 0.03% +1,053 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,920 shares; 2025Q4: 6,847 shares 6,847 $344K 0.03% +1,927 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,424 shares; 2025Q1: 13,064 shares; 2025Q2: 13,164 shares; 2025Q3: 13,164 shares; 2025Q4: 14,417 shares 14,417 $341K 0.03% +1,253 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,320 shares; 2024Q4: 7,378 shares; 2025Q1: 7,439 shares; 2025Q2: 7,514 shares; 2025Q3: 7,575 shares; 2025Q4: 7,271 shares 7,271 $340K 0.03% -304 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,259 shares; 2025Q3: 26,259 shares; 2025Q4: 26,259 shares 26,259 $339K 0.03% 0 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,723 shares; 2024Q4: 4,723 shares; 2025Q1: 4,723 shares; 2025Q2: 4,723 shares; 2025Q3: 4,723 shares; 2025Q4: 4,723 shares 4,723 $328K 0.03% 0 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: 3,534 shares; 2024Q4: 3,816 shares; 2025Q1: 3,509 shares; 2025Q2: 3,475 shares; 2025Q3: 4,230 shares; 2025Q4: 3,978 shares 3,978 $319K 0.03% -252 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,238 shares; 2024Q4: 5,717 shares; 2025Q1: 5,201 shares; 2025Q2: 5,211 shares; 2025Q3: 4,931 shares; 2025Q4: 4,747 shares 4,747 $319K 0.03% -184 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: 994 shares; 2024Q4: 983 shares; 2025Q1: 945 shares; 2025Q2: 938 shares; 2025Q3: 939 shares; 2025Q4: 945 shares 945 $318K 0.03% +6 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,513 shares; 2025Q1: 2,518 shares; 2025Q2: 2,522 shares; 2025Q3: 2,654 shares; 2025Q4: 2,660 shares 2,660 $317K 0.03% +6 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,661 shares; 2025Q4: 8,108 shares 8,108 $317K 0.03% +447 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: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares 2,240 $316K 0.03% 0 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: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 921 shares; 2025Q2: 971 shares; 2025Q3: 969 shares; 2025Q4: 901 shares 901 $315K 0.03% -68 Timeline VFF VILLAGE FARMS INTL INC More: the full row for VILLAGE FARMS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,750 shares; 2024Q4: 41,750 shares; 2025Q1: 41,750 shares; 2025Q2: 41,750 shares; 2025Q3: 71,000 shares; 2025Q4: 86,000 shares 86,000 $314K 0.03% +15,000 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,020 shares; 2025Q3: 5,486 shares; 2025Q4: 6,252 shares 6,252 $313K 0.03% +766 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,518 shares; 2025Q1: 1,248 shares; 2025Q2: 1,269 shares; 2025Q3: 1,234 shares; 2025Q4: 1,233 shares 1,233 $312K 0.03% -1 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,273 shares; 2025Q4: 7,203 shares 7,203 $312K 0.03% -70 Timeline MGV 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: 2,504 shares; 2024Q4: 2,514 shares; 2025Q1: 2,200 shares; 2025Q2: 2,148 shares; 2025Q3: 2,156 shares; 2025Q4: 2,158 shares 2,158 $305K 0.03% +2 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,526 shares; 2025Q1: 6,526 shares; 2025Q2: 5,915 shares; 2025Q3: 5,915 shares; 2025Q4: 7,189 shares 7,189 $300K 0.03% +1,274 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,322 shares; 2025Q2: 6,310 shares; 2025Q3: 6,158 shares; 2025Q4: 5,464 shares 5,464 $300K 0.03% -694 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: 1,431 shares; 2024Q4: 1,431 shares; 2025Q1: 1,535 shares; 2025Q2: 1,449 shares; 2025Q3: 1,513 shares; 2025Q4: 939 shares 939 $285K 0.03% -574 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: 4,635 shares; 2024Q4: 4,643 shares; 2025Q1: 4,356 shares; 2025Q2: 4,311 shares; 2025Q3: 4,205 shares; 2025Q4: 4,212 shares 4,212 $283K 0.03% +7 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,220 shares; 2024Q4: 6,220 shares; 2025Q1: 6,220 shares; 2025Q2: 6,220 shares; 2025Q3: 6,220 shares; 2025Q4: 6,220 shares 6,220 $280K 0.03% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 2,077 shares; 2025Q4: 1,545 shares 1,545 $280K 0.03% -532 Timeline SOXX 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: 937 shares; 2024Q4: 935 shares; 2025Q1: not reported; 2025Q2: 937 shares; 2025Q3: 938 shares; 2025Q4: 927 shares 927 $279K 0.03% -11 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: 422 shares; 2025Q4: 422 shares 422 $276K 0.03% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 10,472 shares; 2025Q1: 10,480 shares; 2025Q2: 10,487 shares; 2025Q3: 10,495 shares; 2025Q4: 10,502 shares 10,502 $275K 0.03% +7 Timeline MARM 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: 8,168 shares; 2024Q4: 8,168 shares; 2025Q1: 8,168 shares; 2025Q2: 8,168 shares; 2025Q3: 8,168 shares; 2025Q4: 8,168 shares 8,168 $270K 0.02% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 3,180 shares; 2025Q1: 3,180 shares; 2025Q2: 3,180 shares; 2025Q3: 3,180 shares; 2025Q4: 3,180 shares 3,180 $269K 0.02% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 10,001 shares; 2025Q1: 10,001 shares; 2025Q2: 10,011 shares; 2025Q3: 10,011 shares; 2025Q4: 10,722 shares 10,722 $269K 0.02% +711 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,750 shares; 2025Q2: 5,259 shares; 2025Q3: 5,314 shares; 2025Q4: 5,314 shares 5,314 $268K 0.02% 0 Timeline BOTZ 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: not reported; 2024Q4: not reported; 2025Q1: 9,521 shares; 2025Q2: 9,531 shares; 2025Q3: 7,132 shares; 2025Q4: 7,406 shares 7,406 $268K 0.02% +274 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: 1,652 shares; 2024Q4: 1,660 shares; 2025Q1: 1,640 shares; 2025Q2: 1,635 shares; 2025Q3: 1,642 shares; 2025Q4: 1,649 shares 1,649 $268K 0.02% +7 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 752 shares; 2025Q4: 753 shares 753 $266K 0.02% +1 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 2,817 shares 2,817 $261K 0.02% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,171 shares; 2025Q2: 3,233 shares; 2025Q3: 3,043 shares; 2025Q4: 3,046 shares 3,046 $255K 0.02% +3 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 544 shares; 2025Q4: 545 shares 545 $254K 0.02% +1 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,461 shares; 2025Q1: 3,419 shares; 2025Q2: 3,586 shares; 2025Q3: 3,395 shares; 2025Q4: 3,437 shares 3,437 $253K 0.02% +42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,643 shares 1,643 $252K 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: 3,296 shares; 2025Q4: 3,414 shares 3,414 $251K 0.02% +118 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,958 shares; 2024Q4: 15,694 shares; 2025Q1: 15,347 shares; 2025Q2: 9,101 shares; 2025Q3: 8,888 shares; 2025Q4: 8,895 shares 8,895 $251K 0.02% +7 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,400 shares; 2025Q4: 12,400 shares 12,400 $249K 0.02% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 961 shares 961 $247K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,829 shares 3,829 $247K 0.02% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,083 shares; 2025Q1: 933 shares; 2025Q2: 933 shares; 2025Q3: 934 shares; 2025Q4: 935 shares 935 $243K 0.02% +1 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,172 shares; 2025Q3: 12,172 shares; 2025Q4: 12,837 shares 12,837 $242K 0.02% +665 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,905 shares; 2025Q3: 4,952 shares; 2025Q4: 5,013 shares 5,013 $237K 0.02% +61 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 597 shares; 2025Q1: 596 shares; 2025Q2: 596 shares; 2025Q3: 609 shares; 2025Q4: 609 shares 609 $237K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,425 shares; 2025Q4: 1,455 shares 1,455 $234K 0.02% +30 Timeline FNDE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,661 shares; 2025Q4: 6,366 shares 6,366 $230K 0.02% +705 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 781 shares 781 $226K 0.02% new 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: 476 shares; 2024Q4: 469 shares; 2025Q1: 448 shares; 2025Q2: 453 shares; 2025Q3: 340 shares; 2025Q4: 340 shares 340 $225K 0.02% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,359 shares; 2025Q1: 2,734 shares; 2025Q2: 2,434 shares; 2025Q3: 2,434 shares; 2025Q4: 2,434 shares 2,434 $225K 0.02% 0 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: 2,579 shares; 2024Q4: 2,555 shares; 2025Q1: 2,320 shares; 2025Q2: 2,666 shares; 2025Q3: 2,448 shares; 2025Q4: 2,251 shares 2,251 $225K 0.02% -197 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,586 shares; 2024Q4: 10,649 shares; 2025Q1: 10,717 shares; 2025Q2: 10,783 shares; 2025Q3: 10,379 shares; 2025Q4: 10,164 shares 10,164 $224K 0.02% -215 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,014 shares; 2025Q1: 897 shares; 2025Q2: 702 shares; 2025Q3: 704 shares; 2025Q4: 708 shares 708 $223K 0.02% +4 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: 3,959 shares; 2024Q4: 3,946 shares; 2025Q1: 4,243 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,087 shares 4,087 $220K 0.02% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $210K 0.02% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,614 shares 3,614 $209K 0.02% new Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,843 shares; 2024Q4: 32,609 shares; 2025Q1: 32,866 shares; 2025Q2: 32,568 shares; 2025Q3: 22,498 shares; 2025Q4: 22,647 shares 22,647 $209K 0.02% +149 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: 640 shares; 2024Q4: 642 shares; 2025Q1: 573 shares; 2025Q2: 574 shares; 2025Q3: 591 shares; 2025Q4: 592 shares 592 $208K 0.02% +1 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 1,976 shares; 2025Q1: 1,991 shares; 2025Q2: 2,061 shares; 2025Q3: not reported; 2025Q4: 2,096 shares 2,096 $208K 0.02% new Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,376 shares; 2024Q4: 3,376 shares; 2025Q1: 3,376 shares; 2025Q2: 3,376 shares; 2025Q3: 3,376 shares; 2025Q4: 3,376 shares 3,376 $207K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,102 shares 1,102 $204K 0.02% new Timeline EQT EQT CORP More: the full row for EQT 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: 3,768 shares; 2025Q2: 3,778 shares; 2025Q3: 3,790 shares; 2025Q4: 3,800 shares 3,800 $204K 0.02% +10 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,266 shares; 2024Q4: 10,518 shares; 2025Q1: 10,647 shares; 2025Q2: 10,850 shares; 2025Q3: 11,051 shares; 2025Q4: 11,320 shares 11,320 $91.8K 0.01% +269 Timeline HLLY HOLLEY INC More: the full row for HOLLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,191 shares; 2024Q4: 21,191 shares; 2025Q1: 21,191 shares; 2025Q2: 21,191 shares; 2025Q3: 21,191 shares; 2025Q4: 21,191 shares 21,191 $87.5K 0.01% 0 Timeline AVIR ATEA PHARMACEUTICALS INC More: the full row for ATEA 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: 24,500 shares; 2025Q4: 24,500 shares 24,500 $87.5K 0.01% 0 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL 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: 10,036 shares 10,036 $81K 0.01% new Timeline