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: restricted; 2024Q4: 1,571,491 shares; 2025Q1: 1,816,302 shares; 2025Q2: 1,985,564 shares; 2025Q3: 2,019,365 shares; 2025Q4: 2,096,375 shares 2,096,375 $1.31B 19.87% +77,010 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: restricted; 2024Q4: 7,673,847 shares; 2025Q1: 7,723,962 shares; 2025Q2: 8,043,049 shares; 2025Q3: 8,413,908 shares; 2025Q4: 8,910,347 shares 8,910,347 $669M 10.11% +496,439 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: restricted; 2024Q4: 7,554,283 shares; 2025Q1: 7,190,319 shares; 2025Q2: 7,576,249 shares; 2025Q3: 7,726,166 shares; 2025Q4: 7,957,746 shares 7,957,746 $497M 7.51% +231,580 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: restricted; 2024Q4: 12,821,067 shares; 2025Q1: 11,745,372 shares; 2025Q2: 12,634,914 shares; 2025Q3: 14,165,317 shares; 2025Q4: 15,211,308 shares 15,211,308 $392M 5.92% +1,045,991 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,837,927 shares; 2025Q1: 4,630,555 shares; 2025Q2: 5,046,259 shares; 2025Q3: 5,366,870 shares; 2025Q4: 5,599,510 shares 5,599,510 $282M 4.26% +232,640 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,857,244 shares; 2025Q1: 5,038,144 shares; 2025Q2: 5,512,775 shares; 2025Q3: 6,017,752 shares; 2025Q4: 6,513,652 shares 6,513,652 $220M 3.33% +495,900 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,927,481 shares; 2025Q1: 1,738,592 shares; 2025Q2: 1,835,873 shares; 2025Q3: 1,930,664 shares; 2025Q4: 2,035,841 shares 2,035,841 $186M 2.81% +105,177 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,031,470 shares; 2025Q1: 3,004,000 shares; 2025Q2: 3,167,590 shares; 2025Q3: 3,281,191 shares; 2025Q4: 3,480,713 shares 3,480,713 $163M 2.47% +199,522 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: restricted; 2024Q4: 2,363,164 shares; 2025Q1: 2,526,308 shares; 2025Q2: 2,697,697 shares; 2025Q3: 2,773,818 shares; 2025Q4: 2,871,265 shares 2,871,265 $154M 2.33% +97,447 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: restricted; 2024Q4: 1,171,586 shares; 2025Q1: 1,964,943 shares; 2025Q2: 2,096,896 shares; 2025Q3: 2,348,887 shares; 2025Q4: 2,541,497 shares 2,541,497 $152M 2.3% +192,610 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,238,395 shares; 2025Q1: 1,267,831 shares; 2025Q2: 1,292,490 shares; 2025Q3: 1,307,923 shares; 2025Q4: 1,316,853 shares 1,316,853 $137M 2.07% +8,930 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: restricted; 2024Q4: 1,357,648 shares; 2025Q1: 1,081,372 shares; 2025Q2: 1,005,071 shares; 2025Q3: 950,939 shares; 2025Q4: 900,143 shares 900,143 $111M 1.68% -50,796 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: restricted; 2024Q4: 933,944 shares; 2025Q1: 941,935 shares; 2025Q2: 989,939 shares; 2025Q3: 987,850 shares; 2025Q4: 983,706 shares 983,706 $105M 1.59% -4,144 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,779 shares; 2025Q1: 941,711 shares; 2025Q2: 960,195 shares; 2025Q3: 1,015,589 shares; 2025Q4: 1,064,604 shares 1,064,604 $101M 1.53% +49,015 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,701,822 shares; 2025Q1: 3,700,049 shares; 2025Q2: 3,896,663 shares; 2025Q3: 4,148,197 shares; 2025Q4: 4,321,626 shares 4,321,626 $100M 1.51% +173,429 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: restricted; 2024Q4: 2,232,259 shares; 2025Q1: 1,437,549 shares; 2025Q2: 1,271,801 shares; 2025Q3: 1,182,377 shares; 2025Q4: 1,116,274 shares 1,116,274 $99.9M 1.51% -66,103 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: restricted; 2024Q4: 635,819 shares; 2025Q1: 557,167 shares; 2025Q2: 504,103 shares; 2025Q3: 479,321 shares; 2025Q4: 452,678 shares 452,678 $96M 1.45% -26,643 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,716,126 shares; 2025Q1: 1,508,867 shares; 2025Q2: 1,545,071 shares; 2025Q3: 1,635,215 shares; 2025Q4: 1,716,083 shares 1,716,083 $82.4M 1.24% +80,868 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,047,599 shares; 2025Q1: 2,000,671 shares; 2025Q2: 1,920,574 shares; 2025Q3: 1,843,913 shares; 2025Q4: 1,799,605 shares 1,799,605 $71.2M 1.08% -44,308 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,490 shares; 2025Q1: 230,078 shares; 2025Q2: 363,535 shares; 2025Q3: 354,955 shares; 2025Q4: 316,479 shares 316,479 $62.9M 0.95% -38,476 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,124,699 shares; 2025Q1: 802,166 shares; 2025Q2: 697,556 shares; 2025Q3: 604,115 shares; 2025Q4: 582,008 shares 582,008 $62.3M 0.94% -22,107 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: restricted; 2024Q4: 2,752,318 shares; 2025Q1: 2,557,985 shares; 2025Q2: 2,507,408 shares; 2025Q3: 2,467,102 shares; 2025Q4: 2,362,355 shares 2,362,355 $62M 0.94% -104,747 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: restricted; 2024Q4: not reported; 2025Q1: 2,059,688 shares; 2025Q2: 2,166,091 shares; 2025Q3: 2,272,212 shares; 2025Q4: 2,366,025 shares 2,366,025 $58.8M 0.89% +93,813 Timeline PFF 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: restricted; 2024Q4: 1,795,892 shares; 2025Q1: 1,884,697 shares; 2025Q2: 1,948,730 shares; 2025Q3: 1,973,233 shares; 2025Q4: 1,894,274 shares 1,894,274 $58.6M 0.89% -78,959 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,228 shares; 2025Q1: 1,982,348 shares; 2025Q2: 2,104,713 shares; 2025Q3: 2,202,667 shares; 2025Q4: 2,301,510 shares 2,301,510 $57.4M 0.87% +98,843 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: restricted; 2024Q4: 54,716 shares; 2025Q1: 93,869 shares; 2025Q2: 175,403 shares; 2025Q3: 175,611 shares; 2025Q4: 163,722 shares 163,722 $54.9M 0.83% -11,889 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: restricted; 2024Q4: 2,217,000 shares; 2025Q1: 2,127,611 shares; 2025Q2: 2,095,181 shares; 2025Q3: 1,597,106 shares; 2025Q4: 1,565,180 shares 1,565,180 $51.1M 0.77% -31,926 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: restricted; 2024Q4: 171,916 shares; 2025Q1: 172,060 shares; 2025Q2: 173,120 shares; 2025Q3: 167,995 shares; 2025Q4: 177,430 shares 177,430 $48.2M 0.73% +9,435 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 313,527 shares; 2025Q1: 421,219 shares; 2025Q2: 485,913 shares; 2025Q3: 551,912 shares; 2025Q4: 629,076 shares 629,076 $47.1M 0.71% +77,164 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: restricted; 2024Q4: 89,690 shares; 2025Q1: 80,333 shares; 2025Q2: 74,434 shares; 2025Q3: 70,662 shares; 2025Q4: 67,368 shares 67,368 $46.1M 0.7% -3,294 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: restricted; 2024Q4: 251,227 shares; 2025Q1: 204,727 shares; 2025Q2: 187,654 shares; 2025Q3: 171,625 shares; 2025Q4: 161,053 shares 161,053 $44.6M 0.67% -10,572 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: restricted; 2024Q4: 872,839 shares; 2025Q1: 785,755 shares; 2025Q2: 693,107 shares; 2025Q3: 649,052 shares; 2025Q4: 610,320 shares 610,320 $41M 0.62% -38,732 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: restricted; 2024Q4: 1,479,291 shares; 2025Q1: 1,430,766 shares; 2025Q2: 1,362,512 shares; 2025Q3: 1,283,535 shares; 2025Q4: 1,241,726 shares 1,241,726 $40.6M 0.61% -41,809 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,214,136 shares; 2025Q1: 1,188,221 shares; 2025Q2: 1,148,042 shares; 2025Q3: 1,129,698 shares; 2025Q4: 1,073,903 shares 1,073,903 $38.6M 0.58% -55,795 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 325,330 shares; 2025Q1: 324,591 shares; 2025Q2: 324,589 shares; 2025Q3: 325,024 shares; 2025Q4: 315,825 shares 315,825 $33.2M 0.5% -9,199 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: restricted; 2024Q4: 36,918 shares; 2025Q1: 38,892 shares; 2025Q2: 61,494 shares; 2025Q3: 59,909 shares; 2025Q4: 63,977 shares 63,977 $30.9M 0.47% +4,068 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: restricted; 2024Q4: 64,070 shares; 2025Q1: 829,212 shares; 2025Q2: 708,484 shares; 2025Q3: 643,138 shares; 2025Q4: 595,065 shares 595,065 $27M 0.41% -48,073 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 361,193 shares; 2025Q1: 372,669 shares; 2025Q2: 374,000 shares; 2025Q3: 367,188 shares; 2025Q4: 352,513 shares 352,513 $25.2M 0.38% -14,675 Timeline IBTG 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: restricted; 2024Q4: 527,965 shares; 2025Q1: 670,114 shares; 2025Q2: 747,142 shares; 2025Q3: 1,020,998 shares; 2025Q4: 1,059,220 shares 1,059,220 $24.2M 0.37% +38,222 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 389,581 shares; 2025Q1: 371,461 shares; 2025Q2: 395,637 shares; 2025Q3: 386,496 shares; 2025Q4: 462,390 shares 462,390 $23.6M 0.36% +75,894 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: restricted; 2024Q4: 355,622 shares; 2025Q1: 381,892 shares; 2025Q2: 383,556 shares; 2025Q3: 406,685 shares; 2025Q4: 442,921 shares 442,921 $22.4M 0.34% +36,236 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,047,541 shares; 2025Q1: 1,019,167 shares; 2025Q2: 990,638 shares; 2025Q3: 1,004,082 shares; 2025Q4: 935,914 shares 935,914 $21.9M 0.33% -68,168 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,081 shares; 2025Q1: 201,116 shares; 2025Q2: 827,634 shares; 2025Q3: 827,667 shares; 2025Q4: 762,910 shares 762,910 $21.7M 0.33% -64,757 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 893,666 shares; 2025Q1: 774,249 shares; 2025Q2: 761,893 shares; 2025Q3: 719,858 shares; 2025Q4: 697,653 shares 697,653 $20.7M 0.31% -22,205 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: restricted; 2024Q4: 284,657 shares; 2025Q1: 172,256 shares; 2025Q2: 167,265 shares; 2025Q3: 163,314 shares; 2025Q4: 162,679 shares 162,679 $19.6M 0.3% -635 Timeline IGEB 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: restricted; 2024Q4: not reported; 2025Q1: 611,374 shares; 2025Q2: 519,201 shares; 2025Q3: 472,927 shares; 2025Q4: 414,739 shares 414,739 $18.9M 0.29% -58,188 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: restricted; 2024Q4: 257,029 shares; 2025Q1: 228,176 shares; 2025Q2: 253,498 shares; 2025Q3: 249,326 shares; 2025Q4: 250,606 shares 250,606 $18.4M 0.28% +1,280 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: restricted; 2024Q4: 28,789 shares; 2025Q1: 29,658 shares; 2025Q2: 29,375 shares; 2025Q3: 26,476 shares; 2025Q4: 26,383 shares 26,383 $18M 0.27% -93 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: restricted; 2024Q4: 313,234 shares; 2025Q1: 279,277 shares; 2025Q2: 248,417 shares; 2025Q3: 218,086 shares; 2025Q4: 204,180 shares 204,180 $17.3M 0.26% -13,906 Timeline IBTH 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: restricted; 2024Q4: 263,530 shares; 2025Q1: 373,267 shares; 2025Q2: 446,695 shares; 2025Q3: 617,825 shares; 2025Q4: 690,823 shares 690,823 $15.5M 0.23% +72,998 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: restricted; 2024Q4: 918,066 shares; 2025Q1: 721,477 shares; 2025Q2: 653,755 shares; 2025Q3: 650,755 shares; 2025Q4: 642,809 shares 642,809 $15.5M 0.23% -7,946 Timeline IEI 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: restricted; 2024Q4: not reported; 2025Q1: 175,865 shares; 2025Q2: 148,667 shares; 2025Q3: 134,619 shares; 2025Q4: 118,110 shares 118,110 $14.1M 0.21% -16,509 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: restricted; 2024Q4: 27,313 shares; 2025Q1: 25,871 shares; 2025Q2: 25,336 shares; 2025Q3: 24,322 shares; 2025Q4: 29,669 shares 29,669 $14M 0.21% +5,347 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 376,398 shares; 2025Q2: 282,180 shares; 2025Q3: 250,888 shares; 2025Q4: 227,676 shares 227,676 $13.8M 0.21% -23,212 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133,456 shares; 2025Q1: 120,555 shares; 2025Q2: 113,376 shares; 2025Q3: 98,185 shares; 2025Q4: 91,509 shares 91,509 $13.6M 0.21% -6,676 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: restricted; 2024Q4: 33,582 shares; 2025Q1: 33,418 shares; 2025Q2: 33,691 shares; 2025Q3: 33,697 shares; 2025Q4: 33,501 shares 33,501 $13M 0.2% -196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,770,019 shares; 2025Q1: 424,225 shares; 2025Q2: 370,864 shares; 2025Q3: 285,600 shares; 2025Q4: 278,259 shares 278,259 $12.7M 0.19% -7,341 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: restricted; 2024Q4: 959,416 shares; 2025Q1: 149,871 shares; 2025Q2: 135,719 shares; 2025Q3: 129,356 shares; 2025Q4: 125,160 shares 125,160 $12.5M 0.19% -4,196 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: restricted; 2024Q4: 64,480 shares; 2025Q1: 61,203 shares; 2025Q2: 57,958 shares; 2025Q3: 55,006 shares; 2025Q4: 59,068 shares 59,068 $12.4M 0.19% +4,062 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: restricted; 2024Q4: 70,463 shares; 2025Q1: 77,902 shares; 2025Q2: 62,878 shares; 2025Q3: 69,111 shares; 2025Q4: 65,303 shares 65,303 $12.2M 0.18% -3,808 Timeline SUSL 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: restricted; 2024Q4: 71,585 shares; 2025Q1: 81,786 shares; 2025Q2: 80,013 shares; 2025Q3: 81,004 shares; 2025Q4: 83,118 shares 83,118 $10.1M 0.15% +2,114 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 175,434 shares; 2025Q2: 149,699 shares; 2025Q3: 135,574 shares; 2025Q4: 123,286 shares 123,286 $9.94M 0.15% -12,288 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: restricted; 2024Q4: 24,470 shares; 2025Q1: 25,758 shares; 2025Q2: 26,367 shares; 2025Q3: 25,790 shares; 2025Q4: 31,615 shares 31,615 $9.9M 0.15% +5,825 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,423 shares; 2025Q1: 156,991 shares; 2025Q2: 134,274 shares; 2025Q3: 122,106 shares; 2025Q4: 99,542 shares 99,542 $9.57M 0.14% -22,564 Timeline CMF 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: restricted; 2024Q4: 56,676 shares; 2025Q1: 68,077 shares; 2025Q2: 85,544 shares; 2025Q3: 147,232 shares; 2025Q4: 165,517 shares 165,517 $9.51M 0.14% +18,285 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: restricted; 2024Q4: 86,076 shares; 2025Q1: 71,960 shares; 2025Q2: 37,510 shares; 2025Q3: 38,300 shares; 2025Q4: 40,742 shares 40,742 $9.4M 0.14% +2,442 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,953 shares; 2025Q1: 131,091 shares; 2025Q2: 420,049 shares; 2025Q3: 504,544 shares; 2025Q4: 527,206 shares 527,206 $9.24M 0.14% +22,662 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: restricted; 2024Q4: 76,683 shares; 2025Q1: 66,447 shares; 2025Q2: 66,230 shares; 2025Q3: 66,089 shares; 2025Q4: 66,091 shares 66,091 $9.2M 0.14% +2 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,601 shares; 2025Q1: 160,030 shares; 2025Q2: 158,301 shares; 2025Q3: 173,219 shares; 2025Q4: 187,550 shares 187,550 $8.97M 0.14% +14,331 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: restricted; 2024Q4: 175,805 shares; 2025Q1: 153,216 shares; 2025Q2: 195,176 shares; 2025Q3: 196,844 shares; 2025Q4: 193,969 shares 193,969 $8.61M 0.13% -2,875 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 67,632 shares; 2025Q2: 87,599 shares; 2025Q3: 78,744 shares; 2025Q4: 74,815 shares 74,815 $7.98M 0.12% -3,929 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: restricted; 2024Q4: 120,324 shares; 2025Q1: 112,098 shares; 2025Q2: 117,608 shares; 2025Q3: 109,471 shares; 2025Q4: 108,989 shares 108,989 $7.19M 0.11% -482 Timeline IBTI 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: restricted; 2024Q4: 108,069 shares; 2025Q1: 176,515 shares; 2025Q2: 205,773 shares; 2025Q3: 279,196 shares; 2025Q4: 310,219 shares 310,219 $6.94M 0.1% +31,023 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: restricted; 2024Q4: 33,493 shares; 2025Q1: 26,913 shares; 2025Q2: 27,002 shares; 2025Q3: 26,833 shares; 2025Q4: 27,701 shares 27,701 $6.82M 0.1% +868 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,860 shares; 2025Q1: 13,618 shares; 2025Q2: 13,838 shares; 2025Q3: 13,974 shares; 2025Q4: 13,847 shares 13,847 $6.76M 0.1% -127 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: restricted; 2024Q4: 31,039 shares; 2025Q1: 29,612 shares; 2025Q2: 29,546 shares; 2025Q3: 29,501 shares; 2025Q4: 29,525 shares 29,525 $6.49M 0.1% +24 Timeline IBDR 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: restricted; 2024Q4: 125,542 shares; 2025Q1: 146,155 shares; 2025Q2: 178,281 shares; 2025Q3: 243,334 shares; 2025Q4: 263,724 shares 263,724 $6.39M 0.1% +20,390 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,069 shares; 2025Q1: 44,128 shares; 2025Q2: 44,069 shares; 2025Q3: 44,137 shares; 2025Q4: 44,137 shares 44,137 $6.23M 0.09% 0 Timeline IBMQ 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: restricted; 2024Q4: 163,039 shares; 2025Q1: 172,701 shares; 2025Q2: 181,110 shares; 2025Q3: 229,069 shares; 2025Q4: 235,741 shares 235,741 $6.03M 0.09% +6,672 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: restricted; 2024Q4: 11,873 shares; 2025Q1: 14,399 shares; 2025Q2: 19,340 shares; 2025Q3: 16,163 shares; 2025Q4: 18,670 shares 18,670 $6.02M 0.09% +2,507 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: restricted; 2024Q4: 16,929 shares; 2025Q1: 17,430 shares; 2025Q2: 16,848 shares; 2025Q3: 16,464 shares; 2025Q4: 16,490 shares 16,490 $5.83M 0.09% +26 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 233,859 shares; 2025Q1: 235,664 shares; 2025Q2: 225,788 shares; 2025Q3: 223,966 shares; 2025Q4: 213,893 shares 213,893 $5.67M 0.09% -10,073 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 371,433 shares; 2025Q1: 324,348 shares; 2025Q2: 289,674 shares; 2025Q3: 267,217 shares; 2025Q4: 245,911 shares 245,911 $5.66M 0.09% -21,306 Timeline USIG 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: restricted; 2024Q4: 385,318 shares; 2025Q1: 139,906 shares; 2025Q2: 120,566 shares; 2025Q3: 103,211 shares; 2025Q4: 107,281 shares 107,281 $5.55M 0.08% +4,070 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: restricted; 2024Q4: 31,007 shares; 2025Q1: 30,456 shares; 2025Q2: 34,996 shares; 2025Q3: 32,447 shares; 2025Q4: 45,265 shares 45,265 $5.45M 0.08% +12,818 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,606 shares; 2025Q3: 87,373 shares; 2025Q4: 104,445 shares 104,445 $5.34M 0.08% +17,072 Timeline IBMP 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: restricted; 2024Q4: 133,112 shares; 2025Q1: 158,745 shares; 2025Q2: 202,026 shares; 2025Q3: 193,961 shares; 2025Q4: 209,257 shares 209,257 $5.31M 0.08% +15,296 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: restricted; 2024Q4: 21,586 shares; 2025Q1: 21,509 shares; 2025Q2: 24,562 shares; 2025Q3: 25,160 shares; 2025Q4: 22,012 shares 22,012 $5.03M 0.08% -3,148 Timeline IBMO 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: restricted; 2024Q4: 116,763 shares; 2025Q1: 144,392 shares; 2025Q2: 181,579 shares; 2025Q3: 183,737 shares; 2025Q4: 195,621 shares 195,621 $5.02M 0.08% +11,884 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,178 shares; 2025Q1: 59,030 shares; 2025Q2: 160,686 shares; 2025Q3: 161,003 shares; 2025Q4: 151,826 shares 151,826 $4.97M 0.08% -9,177 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,194 shares; 2025Q1: 50,674 shares; 2025Q2: 49,116 shares; 2025Q3: 49,849 shares; 2025Q4: 52,095 shares 52,095 $4.95M 0.07% +2,246 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: restricted; 2024Q4: 47,212 shares; 2025Q1: 33,324 shares; 2025Q2: 39,333 shares; 2025Q3: 29,575 shares; 2025Q4: 33,108 shares 33,108 $4.74M 0.07% +3,533 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 297,380 shares; 2025Q2: 262,371 shares; 2025Q3: 216,599 shares; 2025Q4: 210,267 shares 210,267 $4.67M 0.07% -6,332 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: restricted; 2024Q4: 26,175 shares; 2025Q1: 26,030 shares; 2025Q2: 24,259 shares; 2025Q3: 24,307 shares; 2025Q4: 23,144 shares 23,144 $4.42M 0.07% -1,163 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: restricted; 2024Q4: 15,090 shares; 2025Q1: 13,823 shares; 2025Q2: 13,824 shares; 2025Q3: 14,779 shares; 2025Q4: 13,768 shares 13,768 $4.32M 0.07% -1,011 Timeline IBMR 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: restricted; 2024Q4: 71,010 shares; 2025Q1: 83,819 shares; 2025Q2: 125,777 shares; 2025Q3: 133,388 shares; 2025Q4: 153,627 shares 153,627 $3.91M 0.06% +20,239 Timeline IBTJ 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: restricted; 2024Q4: 60,610 shares; 2025Q1: 126,863 shares; 2025Q2: 166,053 shares; 2025Q3: 162,825 shares; 2025Q4: 176,707 shares 176,707 $3.88M 0.06% +13,882 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: restricted; 2024Q4: 19,067 shares; 2025Q1: 17,373 shares; 2025Q2: 20,548 shares; 2025Q3: 23,619 shares; 2025Q4: 33,693 shares 33,693 $3.75M 0.06% +10,074 Timeline IBDS 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: restricted; 2024Q4: 106,654 shares; 2025Q1: 117,825 shares; 2025Q2: 137,467 shares; 2025Q3: 145,525 shares; 2025Q4: 153,888 shares 153,888 $3.74M 0.06% +8,363 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169,094 shares; 2025Q1: 167,735 shares; 2025Q2: 161,559 shares; 2025Q3: 161,562 shares; 2025Q4: 153,091 shares 153,091 $3.73M 0.06% -8,471 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: restricted; 2024Q4: 26,835 shares; 2025Q1: 25,045 shares; 2025Q2: 20,555 shares; 2025Q3: 33,969 shares; 2025Q4: 35,206 shares 35,206 $3.71M 0.06% +1,237 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,546 shares; 2025Q1: 98,814 shares; 2025Q2: 99,808 shares; 2025Q3: 99,231 shares; 2025Q4: 99,231 shares 99,231 $3.63M 0.05% 0 Timeline IBDT 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: restricted; 2024Q4: 71,510 shares; 2025Q1: 87,731 shares; 2025Q2: 97,990 shares; 2025Q3: 127,052 shares; 2025Q4: 135,438 shares 135,438 $3.45M 0.05% +8,386 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139,457 shares; 2025Q1: 127,185 shares; 2025Q2: 123,243 shares; 2025Q3: 125,288 shares; 2025Q4: 127,718 shares 127,718 $3.44M 0.05% +2,430 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,629 shares; 2025Q3: 25,776 shares; 2025Q4: 25,416 shares 25,416 $3.36M 0.05% -360 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: restricted; 2024Q4: 10,393 shares; 2025Q1: 10,393 shares; 2025Q2: 10,393 shares; 2025Q3: 10,393 shares; 2025Q4: 10,393 shares 10,393 $3.27M 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,301 shares; 2025Q1: 121,301 shares; 2025Q2: 99,869 shares; 2025Q3: 99,291 shares; 2025Q4: 101,083 shares 101,083 $3.04M 0.05% +1,792 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: restricted; 2024Q4: 40,512 shares; 2025Q1: 39,771 shares; 2025Q2: 39,592 shares; 2025Q3: 38,504 shares; 2025Q4: 36,265 shares 36,265 $3.03M 0.05% -2,239 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,387 shares; 2025Q4: 62,850 shares 62,850 $2.99M 0.05% +16,463 Timeline IBTK 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: restricted; 2024Q4: 17,705 shares; 2025Q1: 38,811 shares; 2025Q2: 82,180 shares; 2025Q3: 133,693 shares; 2025Q4: 147,579 shares 147,579 $2.93M 0.04% +13,886 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,894 shares; 2025Q3: 30,975 shares; 2025Q4: 30,565 shares 30,565 $2.84M 0.04% -410 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: restricted; 2024Q4: 34,096 shares; 2025Q1: 30,528 shares; 2025Q2: 29,022 shares; 2025Q3: 28,825 shares; 2025Q4: 28,727 shares 28,727 $2.76M 0.04% -98 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: restricted; 2024Q4: 22,098 shares; 2025Q1: 23,302 shares; 2025Q2: 42,678 shares; 2025Q3: 41,978 shares; 2025Q4: 39,703 shares 39,703 $2.76M 0.04% -2,275 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: restricted; 2024Q4: 13,972 shares; 2025Q1: 13,995 shares; 2025Q2: 15,158 shares; 2025Q3: 12,813 shares; 2025Q4: 14,874 shares 14,874 $2.73M 0.04% +2,061 Timeline IBMS 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: restricted; 2024Q4: 38,063 shares; 2025Q1: 44,218 shares; 2025Q2: 48,968 shares; 2025Q3: 100,096 shares; 2025Q4: 104,099 shares 104,099 $2.71M 0.04% +4,003 Timeline DON 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: restricted; 2024Q4: 55,684 shares; 2025Q1: 54,140 shares; 2025Q2: 53,036 shares; 2025Q3: 52,259 shares; 2025Q4: 52,259 shares 52,259 $2.7M 0.04% 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: restricted; 2024Q4: 37,852 shares; 2025Q1: 33,827 shares; 2025Q2: 35,030 shares; 2025Q3: 29,839 shares; 2025Q4: 33,308 shares 33,308 $2.67M 0.04% +3,469 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,044 shares; 2025Q3: 19,492 shares; 2025Q4: 19,492 shares 19,492 $2.53M 0.04% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,500 shares; 2025Q1: 12,935 shares; 2025Q2: 13,221 shares; 2025Q3: 10,898 shares; 2025Q4: 12,116 shares 12,116 $2.51M 0.04% +1,218 Timeline IBDU 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: restricted; 2024Q4: 75,433 shares; 2025Q1: 81,507 shares; 2025Q2: 89,988 shares; 2025Q3: 106,354 shares; 2025Q4: 106,192 shares 106,192 $2.49M 0.04% -162 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: restricted; 2024Q4: 18,595 shares; 2025Q1: 18,595 shares; 2025Q2: 19,989 shares; 2025Q3: 16,656 shares; 2025Q4: 16,656 shares 16,656 $2.35M 0.04% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,139 shares; 2025Q1: 51,644 shares; 2025Q2: 49,769 shares; 2025Q3: 48,688 shares; 2025Q4: 52,846 shares 52,846 $2.3M 0.03% +4,158 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,267 shares; 2025Q1: 56,822 shares; 2025Q2: 53,661 shares; 2025Q3: 51,576 shares; 2025Q4: 49,430 shares 49,430 $2.27M 0.03% -2,146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,559 shares; 2025Q1: 11,559 shares; 2025Q2: 11,559 shares; 2025Q3: 11,568 shares; 2025Q4: 11,697 shares 11,697 $2.26M 0.03% +129 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,353 shares; 2025Q3: 43,132 shares; 2025Q4: 44,378 shares 44,378 $2.24M 0.03% +1,246 Timeline BGRN 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: restricted; 2024Q4: 16,699 shares; 2025Q1: 39,533 shares; 2025Q2: 39,105 shares; 2025Q3: 43,123 shares; 2025Q4: 46,695 shares 46,695 $2.24M 0.03% +3,572 Timeline AGGY 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: restricted; 2024Q4: 43,548 shares; 2025Q1: 34,080 shares; 2025Q2: 46,222 shares; 2025Q3: 50,360 shares; 2025Q4: 50,360 shares 50,360 $2.22M 0.03% 0 Timeline AOA 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: restricted; 2024Q4: 26,921 shares; 2025Q1: 27,631 shares; 2025Q2: 27,116 shares; 2025Q3: 25,496 shares; 2025Q4: 24,710 shares 24,710 $2.21M 0.03% -786 Timeline MOAT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,197 shares 21,197 $2.2M 0.03% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,273 shares; 2025Q1: 36,125 shares; 2025Q2: 36,157 shares; 2025Q3: 35,972 shares; 2025Q4: 40,014 shares 40,014 $2.19M 0.03% +4,042 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: restricted; 2024Q4: 14,257 shares; 2025Q1: 11,993 shares; 2025Q2: 11,630 shares; 2025Q3: 12,051 shares; 2025Q4: 14,194 shares 14,194 $2.16M 0.03% +2,143 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: restricted; 2024Q4: 32,039 shares; 2025Q1: 37,567 shares; 2025Q2: 30,549 shares; 2025Q3: 31,551 shares; 2025Q4: 39,305 shares 39,305 $2.16M 0.03% +7,754 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: restricted; 2024Q4: 10,750 shares; 2025Q1: 10,206 shares; 2025Q2: 10,172 shares; 2025Q3: 10,205 shares; 2025Q4: 10,188 shares 10,188 $2.16M 0.03% -17 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: restricted; 2024Q4: 38,440 shares; 2025Q1: 32,719 shares; 2025Q2: 23,181 shares; 2025Q3: 19,159 shares; 2025Q4: 30,002 shares 30,002 $2.1M 0.03% +10,843 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,049 shares; 2025Q1: 17,215 shares; 2025Q2: 16,854 shares; 2025Q3: 16,769 shares; 2025Q4: 16,575 shares 16,575 $2.02M 0.03% -194 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: restricted; 2024Q4: 31,378 shares; 2025Q1: 19,035 shares; 2025Q2: 17,918 shares; 2025Q3: 17,926 shares; 2025Q4: 18,072 shares 18,072 $1.99M 0.03% +146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,759 shares; 2025Q1: 24,760 shares; 2025Q2: 24,538 shares; 2025Q3: 24,538 shares; 2025Q4: 21,574 shares 21,574 $1.95M 0.03% -2,964 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,188 shares 11,188 $1.82M 0.03% new Timeline IBDV 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: restricted; 2024Q4: 51,847 shares; 2025Q1: 55,287 shares; 2025Q2: 49,942 shares; 2025Q3: 82,418 shares; 2025Q4: 81,618 shares 81,618 $1.8M 0.03% -800 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,425 shares 27,425 $1.8M 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,689 shares; 2025Q3: 17,954 shares; 2025Q4: 17,954 shares 17,954 $1.63M 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,980 shares; 2025Q1: 33,980 shares; 2025Q2: 33,980 shares; 2025Q3: 33,980 shares; 2025Q4: 34,650 shares 34,650 $1.62M 0.02% +670 Timeline ESML 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: restricted; 2024Q4: 30,563 shares; 2025Q1: 34,970 shares; 2025Q2: 33,189 shares; 2025Q3: 33,502 shares; 2025Q4: 35,012 shares 35,012 $1.61M 0.02% +1,510 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,031 shares; 2025Q1: 20,031 shares; 2025Q2: 20,031 shares; 2025Q3: 20,031 shares; 2025Q4: 19,923 shares 19,923 $1.55M 0.02% -108 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,513 shares; 2025Q1: 13,724 shares; 2025Q2: 45,390 shares; 2025Q3: 54,274 shares; 2025Q4: 67,140 shares 67,140 $1.54M 0.02% +12,866 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: restricted; 2024Q4: 10,563 shares; 2025Q1: 10,584 shares; 2025Q2: 11,176 shares; 2025Q3: 12,542 shares; 2025Q4: 11,969 shares 11,969 $1.5M 0.02% -573 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: restricted; 2024Q4: 10,205 shares; 2025Q1: 12,974 shares; 2025Q2: not reported; 2025Q3: 11,737 shares; 2025Q4: 19,355 shares 19,355 $1.49M 0.02% +7,618 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,392 shares; 2025Q1: 18,200 shares; 2025Q2: 16,247 shares; 2025Q3: 12,870 shares; 2025Q4: 15,434 shares 15,434 $1.49M 0.02% +2,564 Timeline LDEM 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: restricted; 2024Q4: 17,567 shares; 2025Q1: 21,025 shares; 2025Q2: 20,424 shares; 2025Q3: 22,415 shares; 2025Q4: 22,992 shares 22,992 $1.34M 0.02% +577 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: restricted; 2024Q4: 18,178 shares; 2025Q1: 17,771 shares; 2025Q2: 17,509 shares; 2025Q3: 17,409 shares; 2025Q4: 17,445 shares 17,445 $1.29M 0.02% +36 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: restricted; 2024Q4: 12,873 shares; 2025Q1: 12,901 shares; 2025Q2: 15,356 shares; 2025Q3: 15,356 shares; 2025Q4: 15,449 shares 15,449 $1.25M 0.02% +93 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,123 shares; 2025Q1: 94,123 shares; 2025Q2: 134,750 shares; 2025Q3: 122,938 shares; 2025Q4: 103,138 shares 103,138 $1.24M 0.02% -19,800 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: restricted; 2024Q4: 13,050 shares; 2025Q1: 13,679 shares; 2025Q2: 17,971 shares; 2025Q3: 11,057 shares; 2025Q4: 10,452 shares 10,452 $1.19M 0.02% -605 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,157 shares 10,157 $1.19M 0.02% new 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: restricted; 2024Q4: 25,839 shares; 2025Q1: 23,085 shares; 2025Q2: 16,358 shares; 2025Q3: 16,510 shares; 2025Q4: 15,761 shares 15,761 $1.17M 0.02% -749 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: restricted; 2024Q4: 21,259 shares; 2025Q1: 36,026 shares; 2025Q2: 14,858 shares; 2025Q3: 16,105 shares; 2025Q4: 14,899 shares 14,899 $1.12M 0.02% -1,206 Timeline IBDW 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: restricted; 2024Q4: 48,532 shares; 2025Q1: 53,892 shares; 2025Q2: 49,191 shares; 2025Q3: 54,722 shares; 2025Q4: 51,953 shares 51,953 $1.1M 0.02% -2,769 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,525 shares; 2025Q1: 16,578 shares; 2025Q2: 15,779 shares; 2025Q3: 15,116 shares; 2025Q4: 15,146 shares 15,146 $1.08M 0.02% +30 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: restricted; 2024Q4: 10,335 shares; 2025Q1: 12,127 shares; 2025Q2: not reported; 2025Q3: 19,963 shares; 2025Q4: 42,885 shares 42,885 $1.07M 0.02% +22,922 Timeline IBDX 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: restricted; 2024Q4: 39,221 shares; 2025Q1: 38,013 shares; 2025Q2: 37,009 shares; 2025Q3: 46,642 shares; 2025Q4: 41,485 shares 41,485 $1.06M 0.02% -5,157 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,804 shares; 2025Q1: 16,324 shares; 2025Q2: 16,324 shares; 2025Q3: 19,029 shares; 2025Q4: 22,037 shares 22,037 $1.05M 0.02% +3,008 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: restricted; 2024Q4: 10,680 shares; 2025Q1: 10,680 shares; 2025Q2: 10,680 shares; 2025Q3: 10,669 shares; 2025Q4: 10,669 shares 10,669 $1.03M 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,647 shares; 2025Q1: 13,087 shares; 2025Q2: 12,261 shares; 2025Q3: 12,041 shares; 2025Q4: 27,465 shares 27,465 $1.01M 0.02% +15,424 Timeline IBDY 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: restricted; 2024Q4: 36,116 shares; 2025Q1: not reported; 2025Q2: 35,168 shares; 2025Q3: 37,559 shares; 2025Q4: 38,101 shares 38,101 $996K 0.02% +542 Timeline AOR 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: restricted; 2024Q4: 16,504 shares; 2025Q1: 16,390 shares; 2025Q2: 15,926 shares; 2025Q3: 15,196 shares; 2025Q4: 14,973 shares 14,973 $973K 0.01% -223 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,885 shares; 2025Q3: 55,610 shares; 2025Q4: 50,027 shares 50,027 $954K 0.01% -5,583 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,092 shares; 2025Q1: 21,139 shares; 2025Q2: 21,194 shares; 2025Q3: 21,246 shares; 2025Q4: 20,403 shares 20,403 $951K 0.01% -843 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,708 shares 14,708 $884K 0.01% new Timeline IBMT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,249 shares; 2025Q4: 32,417 shares 32,417 $841K 0.01% +3,168 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,149 shares 14,149 $816K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,300 shares; 2025Q2: 11,334 shares; 2025Q3: 11,300 shares; 2025Q4: 11,300 shares 11,300 $802K 0.01% 0 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: restricted; 2024Q4: 13,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,730 shares; 2025Q4: 19,629 shares 19,629 $799K 0.01% +6,899 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,596 shares 17,596 $751K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,690 shares 10,690 $743K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,274 shares; 2025Q3: 12,914 shares; 2025Q4: 13,416 shares 13,416 $724K 0.01% +502 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,382 shares 14,382 $714K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,372 shares; 2025Q1: 14,372 shares; 2025Q2: 14,372 shares; 2025Q3: 28,715 shares; 2025Q4: 28,715 shares 28,715 $700K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,191 shares; 2025Q1: 10,289 shares; 2025Q2: 15,554 shares; 2025Q3: 15,550 shares; 2025Q4: 14,744 shares 14,744 $695K 0.01% -806 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,314 shares 11,314 $674K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,145 shares; 2025Q2: 17,145 shares; 2025Q3: 16,838 shares; 2025Q4: 13,596 shares 13,596 $662K 0.01% -3,242 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,836 shares 14,836 $636K 0.01% new 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: restricted; 2024Q4: 709,878 shares; 2025Q1: 21,780 shares; 2025Q2: 19,926 shares; 2025Q3: 19,331 shares; 2025Q4: 10,724 shares 10,724 $630K 0.01% -8,607 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,915 shares 10,915 $618K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,862 shares; 2025Q2: not reported; 2025Q3: 10,198 shares; 2025Q4: 11,268 shares 11,268 $607K 0.01% +1,070 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250,200 shares 250,200 $588K 0.01% new Timeline NYF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,319 shares 10,319 $552K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,663 shares; 2025Q1: 12,550 shares; 2025Q2: 13,518 shares; 2025Q3: 13,772 shares; 2025Q4: 21,538 shares 21,538 $536K 0.01% +7,766 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,591 shares; 2025Q1: 102,098 shares; 2025Q2: 66,090 shares; 2025Q3: 51,794 shares; 2025Q4: 44,509 shares 44,509 $518K 0.01% -7,285 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,231 shares; 2025Q1: 31,331 shares; 2025Q2: 31,231 shares; 2025Q3: 31,231 shares; 2025Q4: 31,231 shares 31,231 $515K 0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,172 shares; 2025Q1: 33,014 shares; 2025Q2: 31,171 shares; 2025Q3: 31,237 shares; 2025Q4: 31,367 shares 31,367 $504K 0.01% +130 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,753 shares 20,753 $503K 0.01% new Timeline IBTO 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: restricted; 2024Q4: 26,107 shares; 2025Q1: 62,223 shares; 2025Q2: 21,500 shares; 2025Q3: 21,500 shares; 2025Q4: 20,296 shares 20,296 $498K 0.01% -1,204 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: restricted; 2024Q4: 18,305 shares; 2025Q1: 14,918 shares; 2025Q2: 14,850 shares; 2025Q3: 12,650 shares; 2025Q4: 10,796 shares 10,796 $488K 0.01% -1,854 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,030 shares; 2025Q3: 16,197 shares; 2025Q4: 16,225 shares 16,225 $485K 0.01% +28 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: restricted; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,077 shares 14,077 $451K 0.01% +77 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,011 shares; 2025Q3: 10,413 shares; 2025Q4: 10,011 shares 10,011 $444K 0.01% -402 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,589 shares; 2025Q1: 16,589 shares; 2025Q2: 16,589 shares; 2025Q3: 16,589 shares; 2025Q4: 16,589 shares 16,589 $430K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,101 shares; 2025Q1: 10,101 shares; 2025Q2: 10,101 shares; 2025Q3: 10,101 shares; 2025Q4: 10,101 shares 10,101 $418K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,445 shares; 2025Q1: 15,445 shares; 2025Q2: 15,445 shares; 2025Q3: 15,445 shares; 2025Q4: 15,445 shares 15,445 $407K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,518 shares 11,518 $400K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,911 shares; 2025Q1: 59,911 shares; 2025Q2: 59,911 shares; 2025Q3: 58,233 shares; 2025Q4: 38,418 shares 38,418 $391K 0.01% -19,815 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,771 shares; 2025Q1: 12,771 shares; 2025Q2: 12,771 shares; 2025Q3: 12,771 shares; 2025Q4: 12,771 shares 12,771 $334K 0.01% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,094 shares; 2025Q4: 16,028 shares 16,028 $290K <0.01% -66 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,626 shares 21,626 $284K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,179 shares; 2025Q1: 23,179 shares; 2025Q2: 23,179 shares; 2025Q3: 23,179 shares; 2025Q4: 23,179 shares 23,179 $265K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,498 shares; 2025Q1: 11,498 shares; 2025Q2: 11,489 shares; 2025Q3: 11,489 shares; 2025Q4: 11,489 shares 11,489 $236K <0.01% 0 Timeline IBTM 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: restricted; 2024Q4: 10,223 shares; 2025Q1: 10,223 shares; 2025Q2: 10,219 shares; 2025Q3: 10,219 shares; 2025Q4: 10,219 shares 10,219 $236K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,955 shares 10,955 $222K <0.01% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,052 shares 16,052 $213K <0.01% new Timeline