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: 101,058 shares; 2024Q4: 101,871 shares; 2025Q1: 101,128 shares; 2025Q2: 112,016 shares; 2025Q3: 113,201 shares; 2025Q4: 111,357 shares 111,357 $11.9M 4.19% -1,844 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,647 shares; 2024Q4: 186,725 shares; 2025Q1: 189,130 shares; 2025Q2: 193,124 shares; 2025Q3: 191,461 shares; 2025Q4: 192,230 shares 192,230 $10.9M 3.85% +769 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: 153,938 shares; 2024Q4: 163,306 shares; 2025Q1: 165,329 shares; 2025Q2: 189,311 shares; 2025Q3: 214,083 shares; 2025Q4: 243,839 shares 243,839 $10.8M 3.82% +29,756 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,792 shares; 2024Q4: 168,372 shares; 2025Q1: 169,855 shares; 2025Q2: 171,330 shares; 2025Q3: 171,907 shares; 2025Q4: 174,808 shares 174,808 $10.1M 3.57% +2,901 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,217 shares; 2024Q4: 73,185 shares; 2025Q1: 75,169 shares; 2025Q2: 81,890 shares; 2025Q3: 87,135 shares; 2025Q4: 92,727 shares 92,727 $9.46M 3.33% +5,592 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,411 shares; 2024Q4: 33,397 shares; 2025Q1: 32,596 shares; 2025Q2: 33,877 shares; 2025Q3: 34,866 shares; 2025Q4: 35,213 shares 35,213 $8.91M 3.14% +347 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,734 shares; 2024Q4: 93,388 shares; 2025Q1: 91,718 shares; 2025Q2: 94,934 shares; 2025Q3: 95,679 shares; 2025Q4: 97,811 shares 97,811 $8.07M 2.84% +2,132 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: 311,574 shares; 2024Q4: 323,655 shares; 2025Q1: 325,517 shares; 2025Q2: 328,754 shares; 2025Q3: 324,982 shares; 2025Q4: 320,658 shares 320,658 $8M 2.82% -4,324 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: 26,439 shares; 2024Q4: 24,890 shares; 2025Q1: 23,694 shares; 2025Q2: 23,611 shares; 2025Q3: 23,423 shares; 2025Q4: 28,223 shares 28,223 $7.67M 2.7% +4,800 Timeline JQUA 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: 99,886 shares; 2024Q4: 103,075 shares; 2025Q1: 102,777 shares; 2025Q2: 108,657 shares; 2025Q3: 113,921 shares; 2025Q4: 120,768 shares 120,768 $7.63M 2.69% +6,847 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,302 shares; 2024Q4: 59,059 shares; 2025Q1: 62,575 shares; 2025Q2: 72,244 shares; 2025Q3: 81,118 shares; 2025Q4: 90,283 shares 90,283 $6.95M 2.45% +9,165 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,665 shares; 2025Q1: 28,833 shares; 2025Q2: 74,379 shares; 2025Q3: 135,142 shares; 2025Q4: 226,874 shares 226,874 $5.71M 2.01% +91,732 Timeline EMLC 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: 162,338 shares; 2024Q4: 178,419 shares; 2025Q1: 183,586 shares; 2025Q2: 186,000 shares; 2025Q3: 185,567 shares; 2025Q4: 196,973 shares 196,973 $5.09M 1.79% +11,406 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,054 shares; 2024Q4: 325,848 shares; 2025Q1: 329,862 shares; 2025Q2: 302,664 shares; 2025Q3: 254,734 shares; 2025Q4: 192,778 shares 192,778 $4.32M 1.52% -61,956 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,599 shares; 2024Q4: 135,798 shares; 2025Q1: 138,534 shares; 2025Q2: 127,355 shares; 2025Q3: 107,537 shares; 2025Q4: 77,542 shares 77,542 $3.9M 1.38% -29,995 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,438 shares; 2024Q4: 21,698 shares; 2025Q1: 22,479 shares; 2025Q2: 24,132 shares; 2025Q3: 24,699 shares; 2025Q4: 32,325 shares 32,325 $3.67M 1.29% +7,626 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,434 shares; 2024Q4: 10,972 shares; 2025Q1: 10,977 shares; 2025Q2: 10,968 shares; 2025Q3: 10,948 shares; 2025Q4: 11,983 shares 11,983 $3.66M 1.29% +1,035 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,047 shares; 2024Q4: 408,193 shares; 2025Q1: 414,831 shares; 2025Q2: 364,576 shares; 2025Q3: 275,973 shares; 2025Q4: 192,568 shares 192,568 $3.64M 1.28% -83,405 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,966 shares; 2025Q3: 18,409 shares; 2025Q4: 32,826 shares 32,826 $3.36M 1.18% +14,417 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: 4,692 shares; 2024Q4: 4,089 shares; 2025Q1: 4,192 shares; 2025Q2: 3,819 shares; 2025Q3: 7,956 shares; 2025Q4: 30,312 shares 30,312 $3.25M 1.14% +22,356 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,326 shares; 2025Q3: 89,586 shares; 2025Q4: 165,370 shares 165,370 $3.21M 1.13% +75,784 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: 36,209 shares; 2024Q4: 36,715 shares; 2025Q1: 34,457 shares; 2025Q2: 34,774 shares; 2025Q3: 32,775 shares; 2025Q4: 30,841 shares 30,841 $3.19M 1.13% -1,934 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,474 shares; 2024Q4: 65,203 shares; 2025Q1: 70,780 shares; 2025Q2: 82,935 shares; 2025Q3: 93,237 shares; 2025Q4: 110,511 shares 110,511 $3.14M 1.11% +17,274 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,615 shares; 2024Q4: 32,420 shares; 2025Q1: 31,501 shares; 2025Q2: 33,073 shares; 2025Q3: 35,775 shares; 2025Q4: 32,937 shares 32,937 $2.83M 1% -2,838 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,002 shares; 2025Q3: 25,652 shares; 2025Q4: 32,398 shares 32,398 $2.77M 0.97% +6,746 Timeline QHY 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: 77,475 shares; 2024Q4: 72,171 shares; 2025Q1: 68,533 shares; 2025Q2: 64,069 shares; 2025Q3: 60,479 shares; 2025Q4: 57,052 shares 57,052 $2.65M 0.93% -3,427 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,279 shares; 2024Q4: 57,714 shares; 2025Q1: 57,617 shares; 2025Q2: 54,652 shares; 2025Q3: 54,289 shares; 2025Q4: 55,818 shares 55,818 $2.47M 0.87% +1,529 Timeline DNL 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: 55,889 shares; 2024Q4: 55,710 shares; 2025Q1: 55,466 shares; 2025Q2: 53,849 shares; 2025Q3: 52,148 shares; 2025Q4: 58,107 shares 58,107 $2.4M 0.84% +5,959 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: 9,091 shares; 2024Q4: 8,945 shares; 2025Q1: 7,071 shares; 2025Q2: 7,070 shares; 2025Q3: 7,070 shares; 2025Q4: 7,137 shares 7,137 $2.39M 0.84% +67 Timeline SPLB 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: 204,779 shares; 2024Q4: 213,402 shares; 2025Q1: 216,161 shares; 2025Q2: 191,128 shares; 2025Q3: 151,692 shares; 2025Q4: 105,888 shares 105,888 $2.39M 0.84% -45,804 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,625 shares; 2024Q4: 48,625 shares; 2025Q1: 47,382 shares; 2025Q2: 47,382 shares; 2025Q3: 47,434 shares; 2025Q4: 47,850 shares 47,850 $2.13M 0.75% +416 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: 65,385 shares; 2024Q4: 59,052 shares; 2025Q1: 72,794 shares; 2025Q2: 79,982 shares; 2025Q3: 91,865 shares; 2025Q4: 89,747 shares 89,747 $2.08M 0.73% -2,118 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,167 shares; 2024Q4: 11,187 shares; 2025Q1: 11,571 shares; 2025Q2: 16,056 shares; 2025Q3: 20,719 shares; 2025Q4: 33,457 shares 33,457 $2.03M 0.71% +12,738 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: 2,033 shares; 2024Q4: 2,035 shares; 2025Q1: 1,848 shares; 2025Q2: 1,858 shares; 2025Q3: 1,826 shares; 2025Q4: 4,065 shares 4,065 $1.97M 0.69% +2,239 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: 3,949 shares; 2024Q4: 3,858 shares; 2025Q1: 4,277 shares; 2025Q2: 4,312 shares; 2025Q3: 4,205 shares; 2025Q4: 10,215 shares 10,215 $1.91M 0.67% +6,010 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,431 shares; 2025Q3: 23,160 shares; 2025Q4: 45,434 shares 45,434 $1.85M 0.65% +22,274 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,679 shares; 2024Q4: 41,679 shares; 2025Q1: 41,295 shares; 2025Q2: 40,505 shares; 2025Q3: 40,505 shares; 2025Q4: 40,505 shares 40,505 $1.82M 0.64% 0 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: not reported; 2024Q4: 1,134 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 910 shares; 2025Q4: 5,471 shares 5,471 $1.71M 0.6% +4,561 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,202 shares; 2024Q4: 50,205 shares; 2025Q1: 51,800 shares; 2025Q2: 55,133 shares; 2025Q3: 54,260 shares; 2025Q4: 58,712 shares 58,712 $1.69M 0.6% +4,452 Timeline EMCB 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: 36,026 shares; 2024Q4: 33,376 shares; 2025Q1: 32,011 shares; 2025Q2: 30,365 shares; 2025Q3: 27,978 shares; 2025Q4: 24,352 shares 24,352 $1.62M 0.57% -3,626 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,638 shares; 2025Q1: 2,725 shares; 2025Q2: 2,851 shares; 2025Q3: 2,851 shares; 2025Q4: 3,560 shares 3,560 $1.6M 0.56% +709 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 3,423 shares; 2025Q1: 2,814 shares; 2025Q2: 2,794 shares; 2025Q3: 2,640 shares; 2025Q4: 2,477 shares 2,477 $1.52M 0.54% -163 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: 35,078 shares; 2024Q4: 33,609 shares; 2025Q1: 32,518 shares; 2025Q2: 28,051 shares; 2025Q3: 23,584 shares; 2025Q4: 35,039 shares 35,039 $1.5M 0.53% +11,455 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,161 shares 23,161 $1.48M 0.52% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,306 shares; 2024Q4: 19,135 shares; 2025Q1: 34,185 shares; 2025Q2: 35,437 shares; 2025Q3: 37,372 shares; 2025Q4: 37,033 shares 37,033 $1.42M 0.5% -339 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,420 shares; 2025Q1: 26,623 shares; 2025Q2: 28,927 shares; 2025Q3: 28,278 shares; 2025Q4: 27,691 shares 27,691 $1.38M 0.49% -587 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: 1,282 shares; 2024Q4: 2,049 shares; 2025Q1: 1,604 shares; 2025Q2: 1,823 shares; 2025Q3: 1,771 shares; 2025Q4: 5,584 shares 5,584 $1.37M 0.48% +3,813 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,671 shares; 2024Q4: 10,567 shares; 2025Q1: 10,702 shares; 2025Q2: 10,066 shares; 2025Q3: 10,111 shares; 2025Q4: 9,566 shares 9,566 $1.37M 0.48% -545 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,542 shares; 2024Q4: 30,815 shares; 2025Q1: 32,615 shares; 2025Q2: 30,618 shares; 2025Q3: 29,670 shares; 2025Q4: 27,515 shares 27,515 $1.35M 0.48% -2,155 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,690 shares; 2024Q4: 15,187 shares; 2025Q1: 16,359 shares; 2025Q2: 16,306 shares; 2025Q3: 14,662 shares; 2025Q4: 28,428 shares 28,428 $1.27M 0.45% +13,766 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: 6,376 shares; 2024Q4: 6,395 shares; 2025Q1: 6,437 shares; 2025Q2: 5,770 shares; 2025Q3: 5,731 shares; 2025Q4: 5,704 shares 5,704 $1.25M 0.44% -27 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,594 shares; 2025Q1: 6,644 shares; 2025Q2: 10,680 shares; 2025Q3: 14,342 shares; 2025Q4: 25,445 shares 25,445 $1.19M 0.42% +11,103 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,040 shares; 2024Q4: 25,393 shares; 2025Q1: 22,235 shares; 2025Q2: 25,610 shares; 2025Q3: 25,326 shares; 2025Q4: 24,957 shares 24,957 $1.17M 0.41% -369 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 3,885 shares; 2025Q1: 3,885 shares; 2025Q2: 3,672 shares; 2025Q3: 3,372 shares; 2025Q4: 6,519 shares 6,519 $1.16M 0.41% +3,147 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: 2,318 shares; 2024Q4: 1,061 shares; 2025Q1: 1,623 shares; 2025Q2: 1,661 shares; 2025Q3: 1,587 shares; 2025Q4: 1,653 shares 1,653 $1.13M 0.4% +66 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,852 shares; 2024Q4: 38,564 shares; 2025Q1: 37,268 shares; 2025Q2: 39,492 shares; 2025Q3: 39,157 shares; 2025Q4: 41,075 shares 41,075 $1.13M 0.4% +1,918 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: 10,924 shares; 2024Q4: 10,621 shares; 2025Q1: 10,053 shares; 2025Q2: 9,725 shares; 2025Q3: 9,795 shares; 2025Q4: 9,262 shares 9,262 $1.13M 0.4% -533 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,411 shares; 2025Q1: 1,460 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares; 2025Q4: 1,766 shares 1,766 $1.11M 0.39% +382 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: 6,675 shares; 2024Q4: 6,646 shares; 2025Q1: 6,240 shares; 2025Q2: 6,220 shares; 2025Q3: 1,490 shares; 2025Q4: 4,796 shares 4,796 $1.11M 0.39% +3,306 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: 29,882 shares; 2024Q4: 31,910 shares; 2025Q1: 31,323 shares; 2025Q2: 33,214 shares; 2025Q3: 31,492 shares; 2025Q4: 32,165 shares 32,165 $1.09M 0.38% +673 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,371 shares; 2024Q4: 123,857 shares; 2025Q1: 128,523 shares; 2025Q2: 114,849 shares; 2025Q3: 87,145 shares; 2025Q4: 61,349 shares 61,349 $1.08M 0.38% -25,796 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 2,590 shares; 2025Q1: 2,603 shares; 2025Q2: 2,607 shares; 2025Q3: 2,858 shares; 2025Q4: 2,975 shares 2,975 $1.02M 0.36% +117 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,357 shares; 2024Q4: 21,357 shares; 2025Q1: 21,357 shares; 2025Q2: 21,384 shares; 2025Q3: 21,424 shares; 2025Q4: 20,740 shares 20,740 $1M 0.35% -684 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: 20,950 shares; 2024Q4: 21,014 shares; 2025Q1: 21,449 shares; 2025Q2: 20,447 shares; 2025Q3: 20,601 shares; 2025Q4: 19,128 shares 19,128 $987K 0.35% -1,473 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: 27,396 shares; 2024Q4: 30,225 shares; 2025Q1: 31,068 shares; 2025Q2: 33,796 shares; 2025Q3: 38,755 shares; 2025Q4: 39,147 shares 39,147 $974K 0.34% +392 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: 13,066 shares; 2024Q4: 11,825 shares; 2025Q1: 15,202 shares; 2025Q2: 16,634 shares; 2025Q3: 19,056 shares; 2025Q4: 19,245 shares 19,245 $972K 0.34% +189 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,633 shares; 2025Q3: 5,670 shares; 2025Q4: 16,605 shares 16,605 $950K 0.33% +10,935 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: 12,901 shares; 2024Q4: 14,434 shares; 2025Q1: 14,842 shares; 2025Q2: 16,101 shares; 2025Q3: 18,470 shares; 2025Q4: 18,656 shares 18,656 $950K 0.33% +186 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,269 shares; 2025Q1: 1,201 shares; 2025Q2: 1,269 shares; 2025Q3: 1,264 shares; 2025Q4: 1,381 shares 1,381 $946K 0.33% +117 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,711 shares; 2024Q4: 7,474 shares; 2025Q1: 7,474 shares; 2025Q2: 7,474 shares; 2025Q3: 7,474 shares; 2025Q4: 6,959 shares 6,959 $935K 0.33% -515 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 462 shares; 2025Q1: 466 shares; 2025Q2: 465 shares; 2025Q3: 463 shares; 2025Q4: 1,353 shares 1,353 $893K 0.31% +890 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 950 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 945 shares; 2025Q4: 1,163 shares 1,163 $877K 0.31% +218 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 970 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 938 shares; 2025Q4: 1,694 shares 1,694 $851K 0.3% +756 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 485 shares; 2025Q1: 502 shares; 2025Q2: 510 shares; 2025Q3: 506 shares; 2025Q4: 777 shares 777 $835K 0.29% +271 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,730 shares; 2024Q4: 14,730 shares; 2025Q1: 14,730 shares; 2025Q2: 21,184 shares; 2025Q3: 21,184 shares; 2025Q4: 21,184 shares 21,184 $829K 0.29% 0 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: 1,109 shares; 2024Q4: 1,106 shares; 2025Q1: 1,095 shares; 2025Q2: 1,102 shares; 2025Q3: 1,556 shares; 2025Q4: 1,691 shares 1,691 $825K 0.29% +135 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,515 shares 2,515 $810K 0.29% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,142 shares; 2024Q4: 10,969 shares; 2025Q1: 10,587 shares; 2025Q2: 10,422 shares; 2025Q3: 10,227 shares; 2025Q4: 8,921 shares 8,921 $798K 0.28% -1,306 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: 4,275 shares; 2024Q4: 4,252 shares; 2025Q1: 4,350 shares; 2025Q2: 4,329 shares; 2025Q3: 4,406 shares; 2025Q4: 7,148 shares 7,148 $796K 0.28% +2,742 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,241 shares; 2025Q1: 1,999 shares; 2025Q2: 1,999 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares 1,975 $764K 0.27% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,467 shares; 2024Q4: 34,637 shares; 2025Q1: 32,700 shares; 2025Q2: 29,303 shares; 2025Q3: 25,408 shares; 2025Q4: 17,700 shares 17,700 $714K 0.25% -7,708 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 4,306 shares; 2025Q1: 4,306 shares; 2025Q2: 4,235 shares; 2025Q3: 5,340 shares; 2025Q4: 7,190 shares 7,190 $713K 0.25% +1,850 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: 17,915 shares; 2024Q4: 18,165 shares; 2025Q1: 16,577 shares; 2025Q2: 17,379 shares; 2025Q3: 15,125 shares; 2025Q4: 15,160 shares 15,160 $710K 0.25% +35 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,073 shares; 2024Q4: 17,252 shares; 2025Q1: 17,356 shares; 2025Q2: 13,137 shares; 2025Q3: 12,602 shares; 2025Q4: 13,867 shares 13,867 $697K 0.25% +1,265 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,718 shares; 2024Q4: 5,718 shares; 2025Q1: 5,718 shares; 2025Q2: 5,446 shares; 2025Q3: 4,896 shares; 2025Q4: 4,896 shares 4,896 $691K 0.24% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,940 shares; 2024Q4: 5,694 shares; 2025Q1: 5,411 shares; 2025Q2: 4,373 shares; 2025Q3: 4,402 shares; 2025Q4: 4,404 shares 4,404 $683K 0.24% +2 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,175 shares; 2024Q4: 9,090 shares; 2025Q1: 9,096 shares; 2025Q2: 9,104 shares; 2025Q3: 9,104 shares; 2025Q4: 9,104 shares 9,104 $669K 0.24% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,888 shares 1,888 $653K 0.23% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,813 shares; 2025Q1: 1,743 shares; 2025Q2: 1,772 shares; 2025Q3: 2,949 shares; 2025Q4: 3,358 shares 3,358 $641K 0.23% +409 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: 4,070 shares; 2024Q4: 3,274 shares; 2025Q1: 3,275 shares; 2025Q2: 3,292 shares; 2025Q3: 3,317 shares; 2025Q4: 5,318 shares 5,318 $640K 0.23% +2,001 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 4,029 shares; 2025Q1: 3,720 shares; 2025Q2: 3,827 shares; 2025Q3: 3,882 shares; 2025Q4: 4,089 shares 4,089 $633K 0.22% +207 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: 2,901 shares; 2024Q4: 2,899 shares; 2025Q1: 2,899 shares; 2025Q2: 2,682 shares; 2025Q3: 2,838 shares; 2025Q4: 2,900 shares 2,900 $614K 0.22% +62 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,992 shares; 2024Q4: 14,009 shares; 2025Q1: 12,709 shares; 2025Q2: 13,075 shares; 2025Q3: 13,525 shares; 2025Q4: 11,162 shares 11,162 $611K 0.22% -2,363 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,838 shares; 2024Q4: 24,762 shares; 2025Q1: 20,583 shares; 2025Q2: 15,693 shares; 2025Q3: 14,848 shares; 2025Q4: 13,750 shares 13,750 $609K 0.21% -1,098 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: 12,822 shares; 2024Q4: 7,296 shares; 2025Q1: 5,810 shares; 2025Q2: 5,391 shares; 2025Q3: 5,746 shares; 2025Q4: 8,084 shares 8,084 $599K 0.21% +2,338 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: 4,862 shares; 2024Q4: 4,860 shares; 2025Q1: 4,146 shares; 2025Q2: 4,115 shares; 2025Q3: 4,158 shares; 2025Q4: 4,230 shares 4,230 $597K 0.21% +72 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,970 shares; 2025Q1: 30,295 shares; 2025Q2: 44,875 shares; 2025Q3: 44,875 shares; 2025Q4: 44,905 shares 44,905 $596K 0.21% +30 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: 5,945 shares; 2024Q4: 5,945 shares; 2025Q1: 5,634 shares; 2025Q2: 5,342 shares; 2025Q3: 5,350 shares; 2025Q4: 5,357 shares 5,357 $591K 0.21% +7 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,029 shares 2,029 $566K 0.2% new Timeline DIAL 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,982 shares; 2024Q4: 48,880 shares; 2025Q1: 45,828 shares; 2025Q2: 34,178 shares; 2025Q3: 32,354 shares; 2025Q4: 30,665 shares 30,665 $563K 0.2% -1,689 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,424 shares; 2024Q4: 8,550 shares; 2025Q1: 7,973 shares; 2025Q2: 6,900 shares; 2025Q3: 6,160 shares; 2025Q4: 6,057 shares 6,057 $534K 0.19% -103 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: 5,038 shares; 2024Q4: 4,953 shares; 2025Q1: 4,953 shares; 2025Q2: 4,840 shares; 2025Q3: 7,169 shares; 2025Q4: 8,498 shares 8,498 $531K 0.19% +1,329 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 1,936 shares; 2025Q1: 1,896 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,838 shares 1,838 $529K 0.19% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,681 shares; 2024Q4: 4,558 shares; 2025Q1: 3,554 shares; 2025Q2: 2,335 shares; 2025Q3: 1,847 shares; 2025Q4: 3,666 shares 3,666 $528K 0.19% +1,819 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 6,518 shares; 2025Q1: 6,566 shares; 2025Q2: 6,247 shares; 2025Q3: 6,278 shares; 2025Q4: 5,792 shares 5,792 $521K 0.18% -486 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,857 shares; 2024Q4: 13,857 shares; 2025Q1: 13,025 shares; 2025Q2: 13,025 shares; 2025Q3: 11,912 shares; 2025Q4: 9,301 shares 9,301 $512K 0.18% -2,611 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: 18,241 shares; 2024Q4: 17,142 shares; 2025Q1: 17,572 shares; 2025Q2: 17,550 shares; 2025Q3: 17,160 shares; 2025Q4: 15,945 shares 15,945 $511K 0.18% -1,215 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,402 shares; 2025Q4: 4,402 shares 4,402 $507K 0.18% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 976 shares; 2025Q1: 840 shares; 2025Q2: 976 shares; 2025Q3: 1,057 shares; 2025Q4: 1,277 shares 1,277 $506K 0.18% +220 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,595 shares; 2024Q4: 6,595 shares; 2025Q1: 12,318 shares; 2025Q2: 13,346 shares; 2025Q3: 13,346 shares; 2025Q4: 11,958 shares 11,958 $495K 0.17% -1,388 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,412 shares; 2025Q4: 2,385 shares 2,385 $490K 0.17% +973 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,222 shares; 2024Q4: 7,218 shares; 2025Q1: 6,401 shares; 2025Q2: 6,378 shares; 2025Q3: 6,379 shares; 2025Q4: 6,381 shares 6,381 $486K 0.17% +2 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: 9,638 shares; 2024Q4: 8,605 shares; 2025Q1: 7,024 shares; 2025Q2: 6,947 shares; 2025Q3: 6,947 shares; 2025Q4: 6,457 shares 6,457 $485K 0.17% -490 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,114 shares; 2024Q4: 19,167 shares; 2025Q1: 18,918 shares; 2025Q2: 18,101 shares; 2025Q3: 18,687 shares; 2025Q4: 20,127 shares 20,127 $476K 0.17% +1,440 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,810 shares; 2025Q4: 5,736 shares 5,736 $473K 0.17% +926 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: 8,574 shares; 2024Q4: 7,625 shares; 2025Q1: 6,068 shares; 2025Q2: 6,715 shares; 2025Q3: 6,713 shares; 2025Q4: 7,091 shares 7,091 $468K 0.16% +378 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 815 shares 815 $465K 0.16% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,676 shares 18,676 $465K 0.16% new 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: 11,443 shares; 2024Q4: 11,290 shares; 2025Q1: 8,859 shares; 2025Q2: 8,712 shares; 2025Q3: 14,045 shares; 2025Q4: 18,578 shares 18,578 $461K 0.16% +4,533 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: 1,423 shares; 2024Q4: 1,413 shares; 2025Q1: 1,424 shares; 2025Q2: 1,434 shares; 2025Q3: 1,427 shares; 2025Q4: 3,004 shares 3,004 $458K 0.16% +1,577 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: 5,514 shares; 2024Q4: 5,417 shares; 2025Q1: 4,672 shares; 2025Q2: 4,726 shares; 2025Q3: 6,473 shares; 2025Q4: 6,782 shares 6,782 $456K 0.16% +309 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,684 shares; 2025Q4: 15,684 shares 15,684 $456K 0.16% 0 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: 7,778 shares; 2024Q4: 7,778 shares; 2025Q1: 6,570 shares; 2025Q2: 6,570 shares; 2025Q3: 6,570 shares; 2025Q4: 6,426 shares 6,426 $446K 0.16% -144 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,839 shares; 2024Q4: 13,839 shares; 2025Q1: 14,620 shares; 2025Q2: 14,620 shares; 2025Q3: 14,620 shares; 2025Q4: 14,620 shares 14,620 $436K 0.15% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,654 shares 5,654 $436K 0.15% new Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,311 shares; 2024Q4: 5,311 shares; 2025Q1: 5,311 shares; 2025Q2: 8,319 shares; 2025Q3: 8,029 shares; 2025Q4: 8,029 shares 8,029 $431K 0.15% 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: 2,625 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,226 shares 5,226 $420K 0.15% new Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 5,640 shares; 2025Q1: 8,190 shares; 2025Q2: 8,973 shares; 2025Q3: 8,690 shares; 2025Q4: 7,632 shares 7,632 $419K 0.15% -1,058 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,714 shares; 2024Q4: 11,587 shares; 2025Q1: 11,065 shares; 2025Q2: 9,729 shares; 2025Q3: 8,978 shares; 2025Q4: 10,144 shares 10,144 $419K 0.15% +1,166 Timeline DGRS 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: 15,760 shares; 2024Q4: 14,478 shares; 2025Q1: 13,589 shares; 2025Q2: 12,115 shares; 2025Q3: 10,650 shares; 2025Q4: 8,341 shares 8,341 $414K 0.15% -2,309 Timeline KNGZ 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: 27,639 shares; 2024Q4: 26,224 shares; 2025Q1: 24,863 shares; 2025Q2: 20,710 shares; 2025Q3: 18,120 shares; 2025Q4: 11,427 shares 11,427 $409K 0.14% -6,693 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,938 shares; 2024Q4: 4,866 shares; 2025Q1: 4,781 shares; 2025Q2: 4,408 shares; 2025Q3: 4,409 shares; 2025Q4: 4,353 shares 4,353 $403K 0.14% -56 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,062 shares 16,062 $402K 0.14% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,786 shares; 2025Q3: 3,145 shares; 2025Q4: 3,213 shares 3,213 $399K 0.14% +68 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,359 shares 1,359 $394K 0.14% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,154 shares 7,154 $393K 0.14% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,598 shares 1,598 $387K 0.14% new 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: 1,288 shares; 2024Q4: 1,494 shares; 2025Q1: 1,506 shares; 2025Q2: 1,251 shares; 2025Q3: 1,246 shares; 2025Q4: 1,230 shares 1,230 $386K 0.14% -16 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,963 shares; 2024Q4: 28,963 shares; 2025Q1: 30,463 shares; 2025Q2: 29,828 shares; 2025Q3: 29,828 shares; 2025Q4: 29,828 shares 29,828 $385K 0.14% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 444 shares 444 $383K 0.13% new 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: 2,579 shares; 2024Q4: 2,475 shares; 2025Q1: 2,971 shares; 2025Q2: 3,713 shares; 2025Q3: 2,997 shares; 2025Q4: 3,168 shares 3,168 $381K 0.13% +171 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: 3,368 shares; 2024Q4: 3,368 shares; 2025Q1: 3,386 shares; 2025Q2: 3,557 shares; 2025Q3: 3,561 shares; 2025Q4: 3,562 shares 3,562 $380K 0.13% +1 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: 7,281 shares; 2024Q4: 4,694 shares; 2025Q1: 4,469 shares; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 7,353 shares 7,353 $376K 0.13% +1,353 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,032 shares; 2024Q4: 14,342 shares; 2025Q1: 13,150 shares; 2025Q2: 12,690 shares; 2025Q3: 11,353 shares; 2025Q4: 9,295 shares 9,295 $374K 0.13% -2,058 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,717 shares 1,717 $373K 0.13% new Timeline SPTS 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: 22,850 shares; 2024Q4: 24,027 shares; 2025Q1: 21,479 shares; 2025Q2: 17,676 shares; 2025Q3: 16,555 shares; 2025Q4: 12,725 shares 12,725 $373K 0.13% -3,830 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,756 shares; 2025Q2: 6,756 shares; 2025Q3: 6,756 shares; 2025Q4: 6,756 shares 6,756 $367K 0.13% 0 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 2,605 shares; 2025Q1: 1,810 shares; 2025Q2: 2,025 shares; 2025Q3: 2,107 shares; 2025Q4: 2,080 shares 2,080 $362K 0.13% -27 Timeline VONV 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: 4,912 shares; 2024Q4: 4,912 shares; 2025Q1: 4,912 shares; 2025Q2: 4,542 shares; 2025Q3: 3,942 shares; 2025Q4: 3,902 shares 3,902 $360K 0.13% -40 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: 1,540 shares; 2024Q4: 1,523 shares; 2025Q1: 1,527 shares; 2025Q2: 1,681 shares; 2025Q3: 1,691 shares; 2025Q4: 2,509 shares 2,509 $360K 0.13% +818 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,092 shares; 2025Q1: 2,992 shares; 2025Q2: 2,680 shares; 2025Q3: 2,680 shares; 2025Q4: 2,680 shares 2,680 $358K 0.13% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,509 shares 2,509 $354K 0.12% new 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: 2,618 shares; 2024Q4: 2,618 shares; 2025Q1: 2,618 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares; 2025Q4: 2,618 shares 2,618 $347K 0.12% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,707 shares; 2024Q4: 7,751 shares; 2025Q1: 5,719 shares; 2025Q2: 4,593 shares; 2025Q3: 4,516 shares; 2025Q4: 4,462 shares 4,462 $343K 0.12% -54 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,580 shares 1,580 $339K 0.12% +95 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,380 shares; 2024Q4: 13,433 shares; 2025Q1: 12,384 shares; 2025Q2: 11,617 shares; 2025Q3: 11,785 shares; 2025Q4: 10,102 shares 10,102 $338K 0.12% -1,683 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,504 shares; 2025Q3: 9,504 shares; 2025Q4: 9,409 shares 9,409 $331K 0.12% -95 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,951 shares 3,951 $325K 0.11% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,111 shares 2,111 $324K 0.11% new Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,093 shares; 2025Q3: 9,200 shares; 2025Q4: 9,610 shares 9,610 $317K 0.11% +410 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,324 shares; 2025Q4: 8,459 shares 8,459 $303K 0.11% +2,135 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,812 shares; 2024Q4: 21,150 shares; 2025Q1: 20,732 shares; 2025Q2: 16,917 shares; 2025Q3: 12,821 shares; 2025Q4: 8,964 shares 8,964 $301K 0.11% -3,857 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,851 shares; 2024Q4: 7,851 shares; 2025Q1: 7,775 shares; 2025Q2: 7,786 shares; 2025Q3: 7,097 shares; 2025Q4: 7,106 shares 7,106 $297K 0.1% +9 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 845 shares 845 $296K 0.1% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,707 shares; 2025Q1: not reported; 2025Q2: 1,745 shares; 2025Q3: 1,785 shares; 2025Q4: 1,760 shares 1,760 $296K 0.1% -25 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 506 shares 506 $293K 0.1% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: not reported; 2025Q4: 988 shares 988 $293K 0.1% new Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,344 shares; 2025Q1: 4,062 shares; 2025Q2: 3,589 shares; 2025Q3: 3,479 shares; 2025Q4: 3,463 shares 3,463 $292K 0.1% -16 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,587 shares; 2024Q4: 30,119 shares; 2025Q1: 29,357 shares; 2025Q2: 32,746 shares; 2025Q3: 32,980 shares; 2025Q4: 16,567 shares 16,567 $291K 0.1% -16,413 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: 658 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares 611 $289K 0.1% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,430 shares; 2024Q4: 6,963 shares; 2025Q1: 5,504 shares; 2025Q2: 5,225 shares; 2025Q3: 5,225 shares; 2025Q4: 3,450 shares 3,450 $289K 0.1% -1,775 Timeline QYLG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,369 shares; 2024Q4: 11,369 shares; 2025Q1: 11,369 shares; 2025Q2: 10,545 shares; 2025Q3: 10,545 shares; 2025Q4: 10,545 shares 10,545 $287K 0.1% 0 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: 15,978 shares; 2024Q4: 14,843 shares; 2025Q1: 14,732 shares; 2025Q2: 15,176 shares; 2025Q3: 15,245 shares; 2025Q4: 11,032 shares 11,032 $284K 0.1% -4,213 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,294 shares; 2025Q4: 5,366 shares 5,366 $283K 0.1% +72 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 2,546 shares; 2025Q1: 2,546 shares; 2025Q2: 2,349 shares; 2025Q3: 2,241 shares; 2025Q4: 2,241 shares 2,241 $282K 0.1% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232 shares 232 $282K 0.1% new 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: 28,092 shares; 2024Q4: 24,638 shares; 2025Q1: 18,414 shares; 2025Q2: 14,663 shares; 2025Q3: 13,071 shares; 2025Q4: 10,838 shares 10,838 $281K 0.1% -2,233 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,461 shares 1,461 $275K 0.1% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,344 shares; 2025Q1: 1,123 shares; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares; 2025Q4: 1,091 shares 1,091 $273K 0.1% -4 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,772 shares; 2025Q3: 5,772 shares; 2025Q4: 5,772 shares 5,772 $271K 0.1% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 762 shares 762 $268K 0.09% new Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,369 shares; 2024Q4: 4,362 shares; 2025Q1: 4,348 shares; 2025Q2: 4,048 shares; 2025Q3: 4,021 shares; 2025Q4: 3,911 shares 3,911 $268K 0.09% -110 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: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares 2,560 $266K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,784 shares; 2025Q4: 4,875 shares 4,875 $262K 0.09% +1,091 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,571 shares; 2025Q4: 9,796 shares 9,796 $262K 0.09% +2,225 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,290 shares 1,290 $262K 0.09% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,685 shares; 2025Q3: 1,718 shares; 2025Q4: 1,742 shares 1,742 $257K 0.09% +24 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: 7,618 shares; 2024Q4: 4,102 shares; 2025Q1: 2,360 shares; 2025Q2: 2,335 shares; 2025Q3: 2,633 shares; 2025Q4: 2,253 shares 2,253 $256K 0.09% -380 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,205 shares; 2024Q4: 6,214 shares; 2025Q1: 6,223 shares; 2025Q2: 6,254 shares; 2025Q3: 6,019 shares; 2025Q4: 5,448 shares 5,448 $256K 0.09% -571 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,072 shares 5,072 $252K 0.09% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 326 shares 326 $250K 0.09% new Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,938 shares 4,938 $249K 0.09% new Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,122 shares 7,122 $249K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,091 shares 6,091 $248K 0.09% new 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: 10,493 shares; 2024Q4: 9,714 shares; 2025Q1: 11,163 shares; 2025Q2: 12,047 shares; 2025Q3: 12,604 shares; 2025Q4: 10,760 shares 10,760 $248K 0.09% -1,844 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,084 shares 1,084 $248K 0.09% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,343 shares; 2025Q1: 1,412 shares; 2025Q2: 1,395 shares; 2025Q3: 1,407 shares; 2025Q4: 1,433 shares 1,433 $245K 0.09% +26 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,251 shares 7,251 $243K 0.09% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 534 shares 534 $242K 0.09% new Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,030 shares; 2024Q4: 7,030 shares; 2025Q1: 6,377 shares; 2025Q2: 7,590 shares; 2025Q3: 7,590 shares; 2025Q4: 6,601 shares 6,601 $239K 0.08% -989 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,365 shares; 2024Q4: 7,150 shares; 2025Q1: 5,080 shares; 2025Q2: 5,080 shares; 2025Q3: 5,080 shares; 2025Q4: 5,080 shares 5,080 $238K 0.08% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 710 shares; 2025Q1: 614 shares; 2025Q2: 558 shares; 2025Q3: 502 shares; 2025Q4: 495 shares 495 $238K 0.08% -7 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 919 shares 919 $237K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,089 shares; 2025Q3: 1,131 shares; 2025Q4: 1,126 shares 1,126 $237K 0.08% -5 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,212 shares 1,212 $236K 0.08% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,436 shares 2,436 $235K 0.08% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,070 shares 1,070 $229K 0.08% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,495 shares 2,495 $228K 0.08% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,470 shares; 2025Q1: 3,470 shares; 2025Q2: not reported; 2025Q3: 3,470 shares; 2025Q4: 3,470 shares 3,470 $226K 0.08% 0 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: 2,594 shares; 2024Q4: not reported; 2025Q1: 2,613 shares; 2025Q2: not reported; 2025Q3: 2,567 shares; 2025Q4: 2,489 shares 2,489 $226K 0.08% -78 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,055 shares; 2025Q2: 4,404 shares; 2025Q3: 3,498 shares; 2025Q4: 3,496 shares 3,496 $224K 0.08% -2 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,214 shares; 2025Q4: 2,169 shares 2,169 $222K 0.08% -45 Timeline DHY CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,064 shares; 2024Q4: 114,564 shares; 2025Q1: 114,564 shares; 2025Q2: 110,898 shares; 2025Q3: 110,898 shares; 2025Q4: 110,898 shares 110,898 $222K 0.08% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 831 shares 831 $220K 0.08% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 666 shares 666 $220K 0.08% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 388 shares 388 $220K 0.08% new 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: 1,894 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,069 shares 2,069 $218K 0.08% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,249 shares; 2024Q4: 6,248 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,871 shares; 2025Q4: 4,871 shares 4,871 $217K 0.08% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,852 shares 1,852 $217K 0.08% new Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,301 shares 4,301 $217K 0.08% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 511 shares 511 $216K 0.08% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 2,188 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,188 shares; 2025Q4: 2,189 shares 2,189 $215K 0.08% +1 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 2,994 shares 2,994 $213K 0.08% -6 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 4,636 shares; 2025Q1: 4,756 shares; 2025Q2: 4,743 shares; 2025Q3: 4,734 shares; 2025Q4: 4,885 shares 4,885 $211K 0.07% +151 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,195 shares; 2025Q1: 2,867 shares; 2025Q2: 2,867 shares; 2025Q3: 2,867 shares; 2025Q4: 2,867 shares 2,867 $211K 0.07% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,091 shares 7,091 $210K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,052 shares; 2025Q4: 1,052 shares 1,052 $209K 0.07% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,331 shares 1,331 $208K 0.07% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,714 shares 5,714 $207K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,341 shares; 2025Q3: 12,641 shares; 2025Q4: 15,626 shares 15,626 $205K 0.07% +2,985 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,496 shares; 2025Q4: 6,458 shares 6,458 $205K 0.07% -38 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,090 shares; 2024Q4: 18,090 shares; 2025Q1: 18,090 shares; 2025Q2: 18,090 shares; 2025Q3: 18,090 shares; 2025Q4: 18,090 shares 18,090 $194K 0.07% 0 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,324 shares; 2024Q4: 15,324 shares; 2025Q1: 13,400 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares; 2025Q4: 13,400 shares 13,400 $143K 0.05% 0 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,618 shares; 2024Q4: 10,618 shares; 2025Q1: 10,618 shares; 2025Q2: 10,071 shares; 2025Q3: 10,071 shares; 2025Q4: 10,071 shares 10,071 $129K 0.05% 0 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $105K 0.04% 0 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,634 shares; 2024Q4: 16,634 shares; 2025Q1: 16,634 shares; 2025Q2: 15,440 shares; 2025Q3: 15,440 shares; 2025Q4: 15,440 shares 15,440 $105K 0.04% 0 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,565 shares; 2025Q1: 19,565 shares; 2025Q2: 19,565 shares; 2025Q3: 19,565 shares; 2025Q4: 15,000 shares 15,000 $103K 0.04% -4,565 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,290 shares 10,290 $83.5K 0.03% new Timeline CIF MFS INTER HIGH INCOME FD More: the full row for MFS INTER HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,433 shares; 2024Q4: 32,433 shares; 2025Q1: 32,433 shares; 2025Q2: 28,473 shares; 2025Q3: 28,473 shares; 2025Q4: 28,473 shares 28,473 $48.4K 0.02% 0 Timeline