VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,571,491 shares; 2025Q1: 1,816,302 shares; 2025Q2: 1,985,564 shares 1,985,564 $1.13B 18.92% +169,262 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,280,618 shares; 2024Q4: 7,673,847 shares; 2025Q1: 7,723,962 shares; 2025Q2: 8,043,049 shares 8,043,049 $573M 9.61% +319,087 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,965,405 shares; 2024Q4: 7,554,283 shares; 2025Q1: 7,190,319 shares; 2025Q2: 7,576,249 shares 7,576,249 $432M 7.25% +385,930 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,932,079 shares; 2024Q4: 12,821,067 shares; 2025Q1: 11,745,372 shares; 2025Q2: 12,634,914 shares 12,634,914 $323M 5.43% +889,542 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618,618 shares; 2024Q4: 3,837,927 shares; 2025Q1: 4,630,555 shares; 2025Q2: 5,046,259 shares 5,046,259 $247M 4.15% +415,704 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,628,885 shares; 2024Q4: 3,857,244 shares; 2025Q1: 5,038,144 shares; 2025Q2: 5,512,775 shares 5,512,775 $185M 3.11% +474,631 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,763,827 shares; 2024Q4: 1,927,481 shares; 2025Q1: 1,738,592 shares; 2025Q2: 1,835,873 shares 1,835,873 $165M 2.78% +97,281 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908,248 shares; 2024Q4: 2,031,470 shares; 2025Q1: 3,004,000 shares; 2025Q2: 3,167,590 shares 3,167,590 $135M 2.26% +163,590 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,248,115 shares; 2024Q4: 2,363,164 shares; 2025Q1: 2,526,308 shares; 2025Q2: 2,697,697 shares 2,697,697 $133M 2.24% +171,389 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228,667 shares; 2024Q4: 1,238,395 shares; 2025Q1: 1,267,831 shares; 2025Q2: 1,292,490 shares 1,292,490 $130M 2.18% +24,659 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095,154 shares; 2024Q4: 1,171,586 shares; 2025Q1: 1,964,943 shares; 2025Q2: 2,096,896 shares 2,096,896 $125M 2.1% +131,953 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459,489 shares; 2024Q4: 1,357,648 shares; 2025Q1: 1,081,372 shares; 2025Q2: 1,005,071 shares 1,005,071 $111M 1.86% -76,301 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,278,179 shares; 2024Q4: 2,232,259 shares; 2025Q1: 1,437,549 shares; 2025Q2: 1,271,801 shares 1,271,801 $106M 1.78% -165,748 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661,346 shares; 2024Q4: 635,819 shares; 2025Q1: 557,167 shares; 2025Q2: 504,103 shares 504,103 $98.5M 1.65% -53,064 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908,754 shares; 2024Q4: 933,944 shares; 2025Q1: 941,935 shares; 2025Q2: 989,939 shares 989,939 $94.4M 1.58% +48,004 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,695 shares; 2024Q4: 44,779 shares; 2025Q1: 941,711 shares; 2025Q2: 960,195 shares 960,195 $90.2M 1.51% +18,484 Timeline PZA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,525,514 shares; 2024Q4: 2,701,822 shares; 2025Q1: 3,700,049 shares; 2025Q2: 3,896,663 shares 3,896,663 $87.2M 1.46% +196,614 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598,351 shares; 2024Q4: 1,716,126 shares; 2025Q1: 1,508,867 shares; 2025Q2: 1,545,071 shares 1,545,071 $73.9M 1.24% +36,204 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108,066 shares; 2024Q4: 1,124,699 shares; 2025Q1: 802,166 shares; 2025Q2: 697,556 shares 697,556 $72.9M 1.22% -104,610 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140,527 shares; 2024Q4: 2,047,599 shares; 2025Q1: 2,000,671 shares; 2025Q2: 1,920,574 shares 1,920,574 $68.8M 1.15% -80,097 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,796 shares; 2024Q4: 99,490 shares; 2025Q1: 230,078 shares; 2025Q2: 363,535 shares 363,535 $66.5M 1.11% +133,457 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559,693 shares; 2024Q4: 2,217,000 shares; 2025Q1: 2,127,611 shares; 2025Q2: 2,095,181 shares 2,095,181 $61.2M 1.03% -32,430 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668,984 shares; 2024Q4: 1,795,892 shares; 2025Q1: 1,884,697 shares; 2025Q2: 1,948,730 shares 1,948,730 $59.8M 1% +64,033 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930,687 shares; 2024Q4: 2,752,318 shares; 2025Q1: 2,557,985 shares; 2025Q2: 2,507,408 shares 2,507,408 $59.8M 1% -50,577 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,818 shares; 2024Q4: 54,716 shares; 2025Q1: 93,869 shares; 2025Q2: 175,403 shares 175,403 $53.3M 0.89% +81,534 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,059,688 shares; 2025Q2: 2,166,091 shares 2,166,091 $52.5M 0.88% +106,403 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,228 shares; 2025Q1: 1,982,348 shares; 2025Q2: 2,104,713 shares 2,104,713 $52.2M 0.87% +122,365 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,109 shares; 2024Q4: 251,227 shares; 2025Q1: 204,727 shares; 2025Q2: 187,654 shares 187,654 $46.3M 0.78% -17,073 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,261 shares; 2024Q4: 89,690 shares; 2025Q1: 80,333 shares; 2025Q2: 74,434 shares 74,434 $46.2M 0.78% -5,899 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891,996 shares; 2024Q4: 872,839 shares; 2025Q1: 785,755 shares; 2025Q2: 693,107 shares 693,107 $41.6M 0.7% -92,648 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531,459 shares; 2024Q4: 1,479,291 shares; 2025Q1: 1,430,766 shares; 2025Q2: 1,362,512 shares 1,362,512 $40M 0.67% -68,254 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,975 shares; 2024Q4: 325,330 shares; 2025Q1: 324,591 shares; 2025Q2: 324,589 shares 324,589 $38.8M 0.65% -2 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205,859 shares; 2024Q4: 1,214,136 shares; 2025Q1: 1,188,221 shares; 2025Q2: 1,148,042 shares 1,148,042 $37.5M 0.63% -40,179 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,327 shares; 2024Q4: 171,916 shares; 2025Q1: 172,060 shares; 2025Q2: 173,120 shares 173,120 $35.5M 0.6% +1,060 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,227 shares; 2024Q4: 313,527 shares; 2025Q1: 421,219 shares; 2025Q2: 485,913 shares 485,913 $34.4M 0.58% +64,694 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,846 shares; 2024Q4: 64,070 shares; 2025Q1: 829,212 shares; 2025Q2: 708,484 shares 708,484 $30.6M 0.51% -120,728 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,763 shares; 2024Q4: 36,918 shares; 2025Q1: 38,892 shares; 2025Q2: 61,494 shares 61,494 $30.6M 0.51% +22,602 Timeline SPLV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,143 shares; 2024Q4: 361,193 shares; 2025Q1: 372,669 shares; 2025Q2: 374,000 shares 374,000 $27.2M 0.46% +1,331 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932,909 shares; 2024Q4: 1,031,266 shares; 2025Q1: 1,051,268 shares; 2025Q2: 1,061,348 shares 1,061,348 $24.8M 0.42% +10,080 IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 611,374 shares; 2025Q2: 519,201 shares 519,201 $23.6M 0.4% -92,173 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,235 shares; 2024Q4: 1,047,541 shares; 2025Q1: 1,019,167 shares; 2025Q2: 990,638 shares 990,638 $23M 0.39% -28,529 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,277 shares; 2024Q4: 893,666 shares; 2025Q1: 774,249 shares; 2025Q2: 761,893 shares 761,893 $21.1M 0.35% -12,356 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,786 shares; 2024Q4: 111,081 shares; 2025Q1: 201,116 shares; 2025Q2: 827,634 shares 827,634 $20.9M 0.35% +626,518 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,993 shares; 2024Q4: 389,581 shares; 2025Q1: 371,461 shares; 2025Q2: 395,637 shares 395,637 $20.1M 0.34% +24,176 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,341 shares; 2024Q4: 355,622 shares; 2025Q1: 381,892 shares; 2025Q2: 383,556 shares 383,556 $19.4M 0.33% +1,664 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,526 shares; 2024Q4: 313,234 shares; 2025Q1: 279,277 shares; 2025Q2: 248,417 shares 248,417 $19.2M 0.32% -30,860 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,185 shares; 2024Q4: 284,657 shares; 2025Q1: 172,256 shares; 2025Q2: 167,265 shares 167,265 $18.3M 0.31% -4,991 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,882 shares; 2024Q4: 28,789 shares; 2025Q1: 29,658 shares; 2025Q2: 29,375 shares 29,375 $18.1M 0.3% -283 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175,865 shares; 2025Q2: 148,667 shares 148,667 $17.7M 0.3% -27,198 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,008 shares; 2024Q4: 527,965 shares; 2025Q1: 670,114 shares; 2025Q2: 747,142 shares 747,142 $17.1M 0.29% +77,028 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,038 shares; 2024Q4: 257,029 shares; 2025Q1: 228,176 shares; 2025Q2: 253,498 shares 253,498 $17M 0.29% +25,322 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710,414 shares; 2024Q4: 1,770,019 shares; 2025Q1: 424,225 shares; 2025Q2: 370,864 shares 370,864 $16.6M 0.28% -53,361 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 376,398 shares; 2025Q2: 282,180 shares 282,180 $15.4M 0.26% -94,218 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,563 shares; 2024Q4: 133,456 shares; 2025Q1: 120,555 shares; 2025Q2: 113,376 shares 113,376 $15.3M 0.26% -7,179 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,482 shares; 2024Q4: 918,066 shares; 2025Q1: 721,477 shares; 2025Q2: 653,755 shares 653,755 $14.4M 0.24% -67,722 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005,918 shares; 2024Q4: 959,416 shares; 2025Q1: 149,871 shares; 2025Q2: 135,719 shares 135,719 $13.5M 0.23% -14,152 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,989 shares; 2024Q4: 12,423 shares; 2025Q1: 156,991 shares; 2025Q2: 134,274 shares 134,274 $12.9M 0.22% -22,717 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175,434 shares; 2025Q2: 149,699 shares 149,699 $12.1M 0.2% -25,735 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,717 shares; 2024Q4: 64,480 shares; 2025Q1: 61,203 shares; 2025Q2: 57,958 shares 57,958 $11.3M 0.19% -3,245 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,582 shares; 2024Q4: 33,582 shares; 2025Q1: 33,418 shares; 2025Q2: 33,691 shares 33,691 $11.2M 0.19% +273 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,826 shares; 2024Q4: 27,313 shares; 2025Q1: 25,871 shares; 2025Q2: 25,336 shares 25,336 $10.8M 0.18% -535 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,207 shares; 2024Q4: 263,530 shares; 2025Q1: 373,267 shares; 2025Q2: 446,695 shares 446,695 $10M 0.17% +73,428 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,360 shares; 2024Q4: 70,463 shares; 2025Q1: 77,902 shares; 2025Q2: 62,878 shares 62,878 $9.93M 0.17% -15,024 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,632 shares; 2025Q2: 87,599 shares 87,599 $9.32M 0.16% +19,967 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,679 shares; 2024Q4: 76,683 shares; 2025Q1: 66,447 shares; 2025Q2: 66,230 shares 66,230 $8.99M 0.15% -217 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,994 shares; 2024Q4: 71,585 shares; 2025Q1: 81,786 shares; 2025Q2: 80,013 shares 80,013 $8.67M 0.15% -1,773 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,567 shares; 2024Q4: 86,076 shares; 2025Q1: 71,960 shares; 2025Q2: 37,510 shares 37,510 $8.23M 0.14% -34,450 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,164 shares; 2024Q4: 175,805 shares; 2025Q1: 153,216 shares; 2025Q2: 195,176 shares 195,176 $7.9M 0.13% +41,960 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,940 shares; 2024Q4: 68,601 shares; 2025Q1: 160,030 shares; 2025Q2: 158,301 shares 158,301 $7.53M 0.13% -1,729 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,924 shares; 2024Q4: 120,324 shares; 2025Q1: 112,098 shares; 2025Q2: 117,608 shares 117,608 $7.29M 0.12% +5,510 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,953 shares; 2025Q1: 131,091 shares; 2025Q2: 420,049 shares 420,049 $7.09M 0.12% +288,958 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,132 shares; 2024Q4: 371,433 shares; 2025Q1: 324,348 shares; 2025Q2: 289,674 shares 289,674 $6.66M 0.11% -34,674 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,289 shares; 2024Q4: 195,402 shares; 2025Q1: 216,737 shares; 2025Q2: 260,361 shares 260,361 $6.56M 0.11% +43,624 PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,233 shares; 2024Q4: 47,212 shares; 2025Q1: 33,324 shares; 2025Q2: 39,333 shares 39,333 $6.27M 0.11% +6,009 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,302 shares; 2024Q4: 385,318 shares; 2025Q1: 139,906 shares; 2025Q2: 120,566 shares 120,566 $6.2M 0.1% -19,340 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,554 shares; 2024Q4: 13,860 shares; 2025Q1: 13,618 shares; 2025Q2: 13,838 shares 13,838 $6.07M 0.1% +220 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,418 shares; 2024Q4: 31,039 shares; 2025Q1: 29,612 shares; 2025Q2: 29,546 shares 29,546 $6.05M 0.1% -66 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,169 shares; 2024Q4: 233,859 shares; 2025Q1: 235,664 shares; 2025Q2: 225,788 shares 225,788 $6.02M 0.1% -9,876 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 297,380 shares; 2025Q2: 262,371 shares 262,371 $5.85M 0.1% -35,009 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,816 shares; 2024Q4: 33,493 shares; 2025Q1: 26,913 shares; 2025Q2: 27,002 shares 27,002 $5.83M 0.1% +89 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,069 shares; 2024Q4: 44,069 shares; 2025Q1: 44,128 shares; 2025Q2: 44,069 shares 44,069 $5.66M 0.1% -59 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,793 shares; 2024Q4: 11,873 shares; 2025Q1: 14,399 shares; 2025Q2: 19,340 shares 19,340 $5.61M 0.09% +4,941 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,880 shares; 2024Q4: 16,929 shares; 2025Q1: 17,430 shares; 2025Q2: 16,848 shares 16,848 $5.44M 0.09% -582 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,869 shares; 2024Q4: 133,112 shares; 2025Q1: 158,745 shares; 2025Q2: 202,026 shares 202,026 $5.12M 0.09% +43,281 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,097 shares; 2024Q4: 63,178 shares; 2025Q1: 59,030 shares; 2025Q2: 160,686 shares 160,686 $4.84M 0.08% +101,656 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,680 shares; 2024Q4: 56,676 shares; 2025Q1: 68,077 shares; 2025Q2: 85,544 shares 85,544 $4.77M 0.08% +17,467 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,257 shares; 2024Q4: 116,763 shares; 2025Q1: 144,392 shares; 2025Q2: 181,579 shares 181,579 $4.65M 0.08% +37,187 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,355 shares; 2024Q4: 24,470 shares; 2025Q1: 25,758 shares; 2025Q2: 26,367 shares 26,367 $4.65M 0.08% +609 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,261 shares; 2024Q4: 163,039 shares; 2025Q1: 172,701 shares; 2025Q2: 181,110 shares 181,110 $4.6M 0.08% +8,409 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,089 shares; 2024Q4: 108,069 shares; 2025Q1: 176,515 shares; 2025Q2: 205,773 shares 205,773 $4.6M 0.08% +29,258 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,693 shares; 2024Q4: 21,586 shares; 2025Q1: 21,509 shares; 2025Q2: 24,562 shares 24,562 $4.56M 0.08% +3,053 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,606 shares; 2024Q4: 42,194 shares; 2025Q1: 50,674 shares; 2025Q2: 49,116 shares 49,116 $4.38M 0.07% -1,558 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,322 shares; 2024Q4: 125,542 shares; 2025Q1: 146,155 shares; 2025Q2: 178,281 shares 178,281 $4.32M 0.07% +32,126 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,722 shares; 2024Q4: 126,636 shares; 2025Q1: 148,658 shares; 2025Q2: 161,350 shares 161,350 $4.32M 0.07% +12,692 VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,292 shares; 2024Q4: 26,175 shares; 2025Q1: 26,030 shares; 2025Q2: 24,259 shares 24,259 $4.29M 0.07% -1,771 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,312 shares; 2024Q4: 169,094 shares; 2025Q1: 167,735 shares; 2025Q2: 161,559 shares 161,559 $3.94M 0.07% -6,176 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,465 shares; 2024Q4: 31,007 shares; 2025Q1: 30,456 shares; 2025Q2: 34,996 shares 34,996 $3.77M 0.06% +4,540 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,999 shares; 2024Q4: 60,610 shares; 2025Q1: 126,863 shares; 2025Q2: 166,053 shares 166,053 $3.64M 0.06% +39,190 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,629 shares 27,629 $3.35M 0.06% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,887 shares; 2024Q4: 106,654 shares; 2025Q1: 117,825 shares; 2025Q2: 137,467 shares 137,467 $3.34M 0.06% +19,642 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,974 shares; 2024Q4: 98,546 shares; 2025Q1: 98,814 shares; 2025Q2: 99,808 shares 99,808 $3.17M 0.05% +994 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,010 shares; 2025Q1: 83,819 shares; 2025Q2: 125,777 shares 125,777 $3.17M 0.05% +41,958 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,761 shares; 2024Q4: 40,512 shares; 2025Q1: 39,771 shares; 2025Q2: 39,592 shares 39,592 $3.07M 0.05% -179 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,734 shares; 2024Q4: 139,457 shares; 2025Q1: 127,185 shares; 2025Q2: 123,243 shares 123,243 $3.01M 0.05% -3,942 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,393 shares; 2024Q4: 10,393 shares; 2025Q1: 10,393 shares; 2025Q2: 10,393 shares 10,393 $2.97M 0.05% 0 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,894 shares 32,894 $2.83M 0.05% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,503 shares; 2024Q4: 12,830 shares; 2025Q1: 13,358 shares; 2025Q2: 12,321 shares 12,321 $2.82M 0.05% -1,037 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,060 shares; 2024Q4: 121,301 shares; 2025Q1: 121,301 shares; 2025Q2: 99,869 shares 99,869 $2.8M 0.05% -21,432 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,906 shares; 2024Q4: 22,098 shares; 2025Q1: 23,302 shares; 2025Q2: 42,678 shares 42,678 $2.73M 0.05% +19,376 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,559 shares; 2024Q4: 11,559 shares; 2025Q1: 11,559 shares; 2025Q2: 11,559 shares 11,559 $2.71M 0.05% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,539 shares; 2024Q4: 55,684 shares; 2025Q1: 54,140 shares; 2025Q2: 53,036 shares 53,036 $2.66M 0.04% -1,104 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,940 shares; 2024Q4: 18,595 shares; 2025Q1: 18,595 shares; 2025Q2: 19,989 shares 19,989 $2.65M 0.04% +1,394 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,539 shares; 2024Q4: 34,096 shares; 2025Q1: 30,528 shares; 2025Q2: 29,022 shares 29,022 $2.59M 0.04% -1,506 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,708 shares; 2024Q4: 71,510 shares; 2025Q1: 87,731 shares; 2025Q2: 97,990 shares 97,990 $2.49M 0.04% +10,259 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,701 shares; 2024Q4: 15,090 shares; 2025Q1: 13,823 shares; 2025Q2: 13,824 shares 13,824 $2.45M 0.04% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,300 shares; 2024Q4: 37,852 shares; 2025Q1: 33,827 shares; 2025Q2: 35,030 shares 35,030 $2.43M 0.04% +1,203 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,358 shares 10,358 $2.38M 0.04% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,019 shares; 2024Q4: 26,921 shares; 2025Q1: 27,631 shares; 2025Q2: 27,116 shares 27,116 $2.26M 0.04% -515 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,107 shares; 2024Q4: 13,050 shares; 2025Q1: 13,679 shares; 2025Q2: 17,971 shares 17,971 $2.23M 0.04% +4,292 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,972 shares; 2025Q1: 13,995 shares; 2025Q2: 15,158 shares 15,158 $2.21M 0.04% +1,163 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,039 shares; 2024Q4: 109,039 shares; 2025Q1: 109,039 shares; 2025Q2: 109,039 shares 109,039 $2.19M 0.04% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,743 shares; 2024Q4: 65,267 shares; 2025Q1: 56,822 shares; 2025Q2: 53,661 shares 53,661 $2.18M 0.04% -3,161 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,771 shares; 2024Q4: 50,139 shares; 2025Q1: 51,644 shares; 2025Q2: 49,769 shares 49,769 $2.16M 0.04% -1,875 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,044 shares 19,044 $2.11M 0.04% new Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,433 shares; 2025Q1: 81,507 shares; 2025Q2: 89,988 shares 89,988 $2.1M 0.04% +8,481 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,300 shares; 2024Q4: 18,500 shares; 2025Q1: 12,935 shares; 2025Q2: 13,221 shares 13,221 $2.02M 0.03% +286 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,820 shares; 2024Q4: 43,548 shares; 2025Q1: 34,080 shares; 2025Q2: 46,222 shares 46,222 $2.02M 0.03% +12,142 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,536 shares; 2024Q4: 24,759 shares; 2025Q1: 24,760 shares; 2025Q2: 24,538 shares 24,538 $2.02M 0.03% -222 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,448 shares; 2024Q4: 19,067 shares; 2025Q1: 17,373 shares; 2025Q2: 20,548 shares 20,548 $2.01M 0.03% +3,175 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,994 shares; 2024Q4: 10,750 shares; 2025Q1: 10,206 shares; 2025Q2: 10,172 shares 10,172 $1.98M 0.03% -34 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,044 shares; 2024Q4: 17,049 shares; 2025Q1: 17,215 shares; 2025Q2: 16,854 shares 16,854 $1.97M 0.03% -361 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,606 shares 38,606 $1.94M 0.03% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,378 shares; 2025Q1: 19,035 shares; 2025Q2: 17,918 shares 17,918 $1.89M 0.03% -1,117 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,572 shares; 2024Q4: 16,699 shares; 2025Q1: 39,533 shares; 2025Q2: 39,105 shares 39,105 $1.86M 0.03% -428 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,273 shares; 2024Q4: 51,273 shares; 2025Q1: 36,125 shares; 2025Q2: 36,157 shares 36,157 $1.74M 0.03% +32 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,374 shares; 2024Q4: 151,374 shares; 2025Q1: 151,374 shares; 2025Q2: 120,499 shares 120,499 $1.68M 0.03% -30,875 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,777 shares; 2024Q4: 14,257 shares; 2025Q1: 11,993 shares; 2025Q2: 11,630 shares 11,630 $1.67M 0.03% -363 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,604 shares; 2024Q4: 38,440 shares; 2025Q1: 32,719 shares; 2025Q2: 23,181 shares 23,181 $1.64M 0.03% -9,538 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,204 shares; 2024Q4: 17,705 shares; 2025Q1: 38,811 shares; 2025Q2: 82,180 shares 82,180 $1.63M 0.03% +43,369 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,810 shares; 2024Q4: 26,835 shares; 2025Q1: 25,045 shares; 2025Q2: 20,555 shares 20,555 $1.63M 0.03% -4,490 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,980 shares; 2024Q4: 33,980 shares; 2025Q1: 33,980 shares; 2025Q2: 33,980 shares 33,980 $1.56M 0.03% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,792 shares; 2024Q4: 94,123 shares; 2025Q1: 94,123 shares; 2025Q2: 134,750 shares 134,750 $1.52M 0.03% +40,627 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,563 shares; 2025Q1: 10,584 shares; 2025Q2: 11,176 shares 11,176 $1.52M 0.03% +592 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,689 shares 17,689 $1.51M 0.03% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,326 shares; 2024Q4: 17,392 shares; 2025Q1: 18,200 shares; 2025Q2: 16,247 shares 16,247 $1.5M 0.03% -1,953 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,031 shares; 2024Q4: 20,031 shares; 2025Q1: 20,031 shares; 2025Q2: 20,031 shares 20,031 $1.47M 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,353 shares 29,353 $1.46M 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,022 shares; 2024Q4: 32,039 shares; 2025Q1: 37,567 shares; 2025Q2: 30,549 shares 30,549 $1.45M 0.02% -7,018 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,329 shares; 2024Q4: 30,563 shares; 2025Q1: 34,970 shares; 2025Q2: 33,189 shares 33,189 $1.37M 0.02% -1,781 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,622 shares; 2024Q4: 12,226 shares; 2025Q1: not reported; 2025Q2: 10,332 shares 10,332 $1.36M 0.02% new Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,823 shares; 2024Q4: 38,063 shares; 2025Q1: 44,218 shares; 2025Q2: 48,968 shares 48,968 $1.26M 0.02% +4,750 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,734 shares; 2024Q4: 25,839 shares; 2025Q1: 23,085 shares; 2025Q2: 16,358 shares 16,358 $1.2M 0.02% -6,727 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,115 shares; 2024Q4: 18,178 shares; 2025Q1: 17,771 shares; 2025Q2: 17,509 shares 17,509 $1.17M 0.02% -262 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665,709 shares; 2024Q4: 709,878 shares; 2025Q1: 21,780 shares; 2025Q2: 19,926 shares 19,926 $1.17M 0.02% -1,854 Timeline LDEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,224 shares; 2024Q4: 17,567 shares; 2025Q1: 21,025 shares; 2025Q2: 20,424 shares 20,424 $1.1M 0.02% -601 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,470 shares; 2024Q4: 51,847 shares; 2025Q1: 55,287 shares; 2025Q2: 49,942 shares 49,942 $1.1M 0.02% -5,345 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,685 shares; 2024Q4: 11,888 shares; 2025Q1: 11,888 shares; 2025Q2: 11,888 shares 11,888 $1.07M 0.02% 0 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,793 shares; 2024Q4: 48,532 shares; 2025Q1: 53,892 shares; 2025Q2: 49,191 shares 49,191 $1.03M 0.02% -4,701 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,529 shares; 2024Q4: 21,259 shares; 2025Q1: 36,026 shares; 2025Q2: 14,858 shares 14,858 $1.03M 0.02% -21,168 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,540 shares; 2024Q4: 38,513 shares; 2025Q1: 13,724 shares; 2025Q2: 45,390 shares 45,390 $1.03M 0.02% +31,666 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,034 shares; 2024Q4: 17,525 shares; 2025Q1: 16,578 shares; 2025Q2: 15,779 shares 15,779 $1M 0.02% -799 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,030 shares 28,030 $1M 0.02% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,097 shares; 2024Q4: 10,680 shares; 2025Q1: 10,680 shares; 2025Q2: 10,680 shares 10,680 $982K 0.02% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,689 shares; 2024Q4: 16,504 shares; 2025Q1: 16,390 shares; 2025Q2: 15,926 shares 15,926 $981K 0.02% -464 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,542 shares; 2024Q4: 12,171 shares; 2025Q1: 12,171 shares; 2025Q2: 12,160 shares 12,160 $967K 0.02% -11 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,912 shares; 2024Q4: 12,873 shares; 2025Q1: 12,901 shares; 2025Q2: 15,356 shares 15,356 $958K 0.02% +2,455 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,437 shares; 2024Q4: 39,221 shares; 2025Q1: 38,013 shares; 2025Q2: 37,009 shares 37,009 $936K 0.02% -1,004 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,116 shares; 2025Q1: not reported; 2025Q2: 35,168 shares 35,168 $911K 0.02% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,041 shares; 2024Q4: 21,092 shares; 2025Q1: 21,139 shares; 2025Q2: 21,194 shares 21,194 $896K 0.02% +55 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,145 shares; 2025Q2: 17,145 shares 17,145 $834K 0.01% 0 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,885 shares 43,885 $832K 0.01% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,300 shares; 2025Q2: 11,334 shares 11,334 $750K 0.01% +34 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,804 shares; 2024Q4: 15,804 shares; 2025Q1: 16,324 shares; 2025Q2: 16,324 shares 16,324 $740K 0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,380 shares; 2024Q4: 109,591 shares; 2025Q1: 102,098 shares; 2025Q2: 66,090 shares 66,090 $722K 0.01% -36,008 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,052 shares; 2024Q4: 83,191 shares; 2025Q1: 10,289 shares; 2025Q2: 15,554 shares 15,554 $707K 0.01% +5,265 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,524 shares; 2024Q4: 59,911 shares; 2025Q1: 59,911 shares; 2025Q2: 59,911 shares 59,911 $621K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,316 shares; 2024Q4: 18,305 shares; 2025Q1: 14,918 shares; 2025Q2: 14,850 shares 14,850 $594K 0.01% -68 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,031 shares; 2024Q4: 67,449 shares; 2025Q1: 12,747 shares; 2025Q2: 12,685 shares 12,685 $586K 0.01% -62 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,274 shares 12,274 $568K 0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,231 shares; 2024Q4: 31,231 shares; 2025Q1: 31,331 shares; 2025Q2: 31,231 shares 31,231 $566K 0.01% -100 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares 18,000 $558K 0.01% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,552 shares; 2024Q4: 20,552 shares; 2025Q1: 20,552 shares; 2025Q2: 20,552 shares 20,552 $546K 0.01% 0 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,107 shares; 2025Q1: 62,223 shares; 2025Q2: 21,500 shares 21,500 $527K 0.01% -40,723 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,080 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,020 shares 11,020 $498K 0.01% new Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,875 shares; 2025Q2: 18,800 shares 18,800 $483K 0.01% +4,925 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,011 shares 11,011 $438K 0.01% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,308 shares; 2024Q4: 31,172 shares; 2025Q1: 33,014 shares; 2025Q2: 31,171 shares 31,171 $435K 0.01% -1,843 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,589 shares; 2024Q4: 16,589 shares; 2025Q1: 16,589 shares; 2025Q2: 16,589 shares 16,589 $432K 0.01% 0 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,445 shares; 2025Q1: 15,445 shares; 2025Q2: 15,445 shares 15,445 $404K 0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,101 shares; 2024Q4: 10,101 shares; 2025Q1: 10,101 shares; 2025Q2: 10,101 shares 10,101 $383K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares 12,000 $329K 0.01% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,486 shares; 2024Q4: 14,663 shares; 2025Q1: 12,550 shares; 2025Q2: 13,518 shares 13,518 $328K 0.01% +968 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,771 shares; 2024Q4: 12,771 shares; 2025Q1: 12,771 shares; 2025Q2: 12,771 shares 12,771 $305K 0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,372 shares; 2025Q1: 14,372 shares; 2025Q2: 14,372 shares 14,372 $300K 0.01% 0 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares 40,000 $298K <0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,179 shares; 2024Q4: 23,179 shares; 2025Q1: 23,179 shares; 2025Q2: 23,179 shares 23,179 $289K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,764 shares; 2024Q4: 11,647 shares; 2025Q1: 13,087 shares; 2025Q2: 12,261 shares 12,261 $275K <0.01% -826 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,764 shares; 2024Q4: 11,466 shares; 2025Q1: 10,362 shares; 2025Q2: 10,033 shares 10,033 $259K <0.01% -329 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,857 shares; 2024Q4: 10,857 shares; 2025Q1: 10,857 shares; 2025Q2: 10,857 shares 10,857 $238K <0.01% 0 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,498 shares; 2025Q1: 11,498 shares; 2025Q2: 11,489 shares 11,489 $236K <0.01% -9 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,223 shares; 2025Q1: 10,223 shares; 2025Q2: 10,219 shares 10,219 $235K <0.01% -4 Timeline SERA SERA PROGNOSTICS INC More: the full row for SERA PROGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,855 shares 78,855 $218K <0.01% new Timeline