AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,985 shares; 2024Q4: 201,818 shares; 2025Q1: 202,756 shares; 2025Q2: 203,169 shares; 2025Q3: 202,585 shares 202,585 $51.6M 7.06% -584 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,714 shares; 2024Q4: 936,147 shares; 2025Q1: 981,545 shares; 2025Q2: 1,021,763 shares; 2025Q3: 1,044,100 shares 1,044,100 $33.3M 4.56% +22,337 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,479 shares; 2024Q4: 1,068,635 shares; 2025Q1: 1,128,909 shares; 2025Q2: 1,198,977 shares; 2025Q3: 1,209,473 shares 1,209,473 $33M 4.52% +10,496 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,039 shares; 2024Q4: 134,259 shares; 2025Q1: 135,250 shares; 2025Q2: 135,493 shares; 2025Q3: 135,547 shares 135,547 $29.8M 4.07% +54 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,955 shares; 2024Q4: 38,665 shares; 2025Q1: 39,751 shares; 2025Q2: 41,401 shares; 2025Q3: 42,250 shares 42,250 $25.4M 3.47% +849 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,571 shares; 2024Q4: 115,833 shares; 2025Q1: 121,668 shares; 2025Q2: 126,398 shares; 2025Q3: 130,402 shares 130,402 $24.3M 3.33% +4,004 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,073 shares; 2024Q4: 41,174 shares; 2025Q1: 41,658 shares; 2025Q2: 41,413 shares; 2025Q3: 41,051 shares 41,051 $21.3M 2.91% -362 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,318 shares; 2024Q4: 25,811 shares; 2025Q1: 26,402 shares; 2025Q2: 27,880 shares; 2025Q3: 28,795 shares 28,795 $19.3M 2.64% +915 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,788 shares; 2024Q4: 85,284 shares; 2025Q1: 82,946 shares; 2025Q2: 82,446 shares; 2025Q3: 81,247 shares 81,247 $17.5M 2.4% -1,199 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,201 shares; 2024Q4: 66,384 shares; 2025Q1: 66,533 shares; 2025Q2: 66,625 shares; 2025Q3: 67,346 shares 67,346 $16.4M 2.24% +721 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,142 shares; 2024Q4: 144,779 shares; 2025Q1: 164,546 shares; 2025Q2: 168,852 shares; 2025Q3: 182,872 shares 182,872 $16.3M 2.23% +14,020 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,852 shares; 2024Q4: 58,359 shares; 2025Q1: 60,284 shares; 2025Q2: 62,010 shares; 2025Q3: 63,264 shares 63,264 $16.1M 2.2% +1,254 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,393 shares; 2024Q4: 107,951 shares; 2025Q1: 103,399 shares; 2025Q2: 102,235 shares; 2025Q3: 100,719 shares 100,719 $14.1M 1.93% -1,516 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,100 shares; 2024Q4: 40,251 shares; 2025Q1: 42,493 shares; 2025Q2: 44,328 shares; 2025Q3: 46,297 shares 46,297 $13.6M 1.86% +1,969 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,008 shares; 2024Q4: 14,572 shares; 2025Q1: 16,985 shares; 2025Q2: 20,100 shares; 2025Q3: 20,226 shares 20,226 $13.5M 1.84% +126 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,092 shares; 2024Q4: 255,467 shares; 2025Q1: 273,747 shares; 2025Q2: 321,612 shares; 2025Q3: 389,414 shares 389,414 $12.8M 1.75% +67,802 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,831 shares; 2024Q4: 218,384 shares; 2025Q1: 249,534 shares; 2025Q2: 313,602 shares; 2025Q3: 379,951 shares 379,951 $12.1M 1.66% +66,349 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,874 shares; 2024Q4: 13,861 shares; 2025Q1: 14,205 shares; 2025Q2: 14,406 shares; 2025Q3: 14,595 shares 14,595 $10.7M 1.47% +189 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,457 shares; 2024Q4: 10,371 shares; 2025Q1: 13,838 shares; 2025Q2: 15,583 shares; 2025Q3: 17,332 shares 17,332 $10.6M 1.45% +1,749 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,950 shares; 2024Q4: 23,029 shares; 2025Q1: 23,710 shares; 2025Q2: 24,025 shares; 2025Q3: 24,275 shares 24,275 $8.01M 1.1% +250 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,700 shares; 2024Q4: 261,134 shares; 2025Q1: 252,454 shares; 2025Q2: 292,571 shares; 2025Q3: 334,385 shares 334,385 $7.78M 1.06% +41,814 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,317 shares; 2024Q4: 100,115 shares; 2025Q1: 168,433 shares; 2025Q2: 168,383 shares; 2025Q3: 163,623 shares 163,623 $6.88M 0.94% -4,760 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,706 shares; 2024Q4: 26,629 shares; 2025Q1: 27,372 shares; 2025Q2: 27,786 shares; 2025Q3: 27,925 shares 27,925 $6.8M 0.93% +139 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,380 shares; 2024Q4: 16,341 shares; 2025Q1: 16,460 shares; 2025Q2: 16,386 shares; 2025Q3: 16,503 shares 16,503 $6.69M 0.91% +117 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,442 shares; 2024Q4: 67,317 shares; 2025Q1: 90,762 shares; 2025Q2: 107,317 shares; 2025Q3: 118,220 shares 118,220 $6M 0.82% +10,903 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,823 shares; 2024Q4: 10,731 shares; 2025Q1: 10,941 shares; 2025Q2: 11,059 shares; 2025Q3: 11,297 shares 11,297 $5.68M 0.78% +238 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,097 shares; 2024Q4: 67,181 shares; 2025Q1: 99,178 shares; 2025Q2: 106,350 shares; 2025Q3: 120,450 shares 120,450 $5.57M 0.76% +14,100 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,116 shares; 2024Q4: 15,723 shares; 2025Q1: 16,315 shares; 2025Q2: 16,345 shares; 2025Q3: 16,211 shares 16,211 $5.53M 0.76% -134 Timeline IVVM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,640 shares; 2024Q4: 165,515 shares; 2025Q1: 172,423 shares; 2025Q2: 157,971 shares; 2025Q3: 159,946 shares 159,946 $5.47M 0.75% +1,975 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,010 shares; 2024Q4: 26,516 shares; 2025Q1: 29,565 shares; 2025Q2: 29,675 shares; 2025Q3: 28,830 shares 28,830 $5.47M 0.75% -845 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,496 shares; 2024Q4: 79,244 shares; 2025Q1: 78,591 shares; 2025Q2: 72,369 shares; 2025Q3: 71,553 shares 71,553 $4.67M 0.64% -816 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,327 shares; 2024Q4: 24,529 shares; 2025Q1: 77,143 shares; 2025Q2: 81,019 shares; 2025Q3: 88,560 shares 88,560 $4.5M 0.62% +7,541 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,776 shares; 2024Q4: 28,197 shares; 2025Q1: 39,250 shares; 2025Q2: 45,765 shares; 2025Q3: 50,244 shares 50,244 $4.25M 0.58% +4,479 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,140 shares; 2024Q4: 8,980 shares; 2025Q1: 9,079 shares; 2025Q2: 9,117 shares; 2025Q3: 9,080 shares 9,080 $4.25M 0.58% -37 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,024 shares; 2024Q4: 160,667 shares; 2025Q1: 162,048 shares; 2025Q2: 165,976 shares; 2025Q3: 158,258 shares 158,258 $4.07M 0.56% -7,718 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,336 shares; 2024Q4: 33,917 shares; 2025Q1: 34,748 shares; 2025Q2: 35,288 shares; 2025Q3: 35,343 shares 35,343 $3.98M 0.55% +55 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,818 shares; 2024Q4: 55,450 shares; 2025Q1: 45,013 shares; 2025Q2: 43,682 shares; 2025Q3: 47,101 shares 47,101 $3.96M 0.54% +3,419 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,000 shares; 2024Q4: 68,900 shares; 2025Q1: 64,635 shares; 2025Q2: 61,623 shares; 2025Q3: 85,253 shares 85,253 $3.89M 0.53% +23,630 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,527 shares; 2024Q4: 139,802 shares; 2025Q1: 144,958 shares; 2025Q2: 157,679 shares; 2025Q3: 198,413 shares 198,413 $3.88M 0.53% +40,734 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,248 shares; 2024Q4: 112,563 shares; 2025Q1: 120,853 shares; 2025Q2: 131,120 shares; 2025Q3: 196,458 shares 196,458 $3.87M 0.53% +65,338 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,163 shares; 2024Q4: 7,257 shares; 2025Q1: 6,920 shares; 2025Q2: 6,833 shares; 2025Q3: 6,804 shares 6,804 $3.87M 0.53% -29 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,140 shares; 2024Q4: 10,597 shares; 2025Q1: 11,109 shares; 2025Q2: 11,300 shares; 2025Q3: 11,624 shares 11,624 $3.67M 0.5% +324 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,523 shares; 2025Q3: 45,195 shares 45,195 $3.42M 0.47% +14,672 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,449 shares; 2024Q4: 80,888 shares; 2025Q1: 89,309 shares; 2025Q2: 87,359 shares; 2025Q3: 73,903 shares 73,903 $3.38M 0.46% -13,456 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,971 shares; 2024Q4: 31,390 shares; 2025Q1: 44,114 shares; 2025Q2: 52,896 shares; 2025Q3: 59,768 shares 59,768 $3.21M 0.44% +6,872 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,239 shares; 2025Q1: 2,459 shares; 2025Q2: 2,543 shares; 2025Q3: 2,589 shares 2,589 $3.1M 0.42% +46 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,225 shares; 2024Q4: 26,121 shares; 2025Q1: 25,879 shares; 2025Q2: 25,686 shares; 2025Q3: 25,091 shares 25,091 $3.07M 0.42% -595 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,450 shares; 2024Q4: 70,060 shares; 2025Q1: 69,130 shares; 2025Q2: 79,289 shares; 2025Q3: 79,289 shares 79,289 $3.04M 0.42% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,133 shares; 2024Q4: 4,198 shares; 2025Q1: 4,067 shares; 2025Q2: 3,995 shares; 2025Q3: 3,982 shares 3,982 $3.04M 0.42% -13 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,712 shares; 2024Q4: 28,869 shares; 2025Q1: 35,892 shares; 2025Q2: 38,316 shares; 2025Q3: 41,846 shares 41,846 $3.02M 0.41% +3,530 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,188 shares; 2024Q4: 7,721 shares; 2025Q1: 7,506 shares; 2025Q2: 7,226 shares; 2025Q3: 6,747 shares 6,747 $3M 0.41% -479 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,341 shares; 2024Q4: 92,330 shares; 2025Q1: 85,954 shares; 2025Q2: 82,535 shares; 2025Q3: 66,810 shares 66,810 $2.84M 0.39% -15,725 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,943 shares; 2024Q4: 31,735 shares; 2025Q1: 31,904 shares; 2025Q2: 31,925 shares; 2025Q3: 31,280 shares 31,280 $2.72M 0.37% -645 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,408 shares; 2024Q4: 23,986 shares; 2025Q1: 23,234 shares; 2025Q2: 22,936 shares; 2025Q3: 22,851 shares 22,851 $2.72M 0.37% -85 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,763 shares; 2025Q1: 73,811 shares; 2025Q2: 78,936 shares; 2025Q3: 87,240 shares 87,240 $2.7M 0.37% +8,304 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,908 shares; 2024Q4: 13,420 shares; 2025Q1: 13,970 shares; 2025Q2: 17,186 shares; 2025Q3: 17,286 shares 17,286 $2.68M 0.37% +100 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,822 shares; 2024Q4: 25,822 shares; 2025Q1: 56,407 shares; 2025Q2: 58,032 shares; 2025Q3: 59,068 shares 59,068 $2.59M 0.35% +1,036 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,232 shares; 2025Q1: 16,897 shares; 2025Q2: 25,082 shares; 2025Q3: 30,811 shares 30,811 $2.59M 0.35% +5,729 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,398 shares; 2024Q4: 28,199 shares; 2025Q1: 29,011 shares; 2025Q2: 29,012 shares; 2025Q3: 28,672 shares 28,672 $2.56M 0.35% -340 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,840 shares; 2024Q4: 195,618 shares; 2025Q1: 195,802 shares; 2025Q2: 197,547 shares; 2025Q3: 123,427 shares 123,427 $2.55M 0.35% -74,120 TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,313 shares; 2024Q4: 49,282 shares; 2025Q1: 56,969 shares; 2025Q2: 62,642 shares; 2025Q3: 66,479 shares 66,479 $2.51M 0.34% +3,837 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,007 shares; 2024Q4: 89,984 shares; 2025Q1: 84,677 shares; 2025Q2: 82,377 shares; 2025Q3: 81,871 shares 81,871 $2.43M 0.33% -506 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,221 shares; 2024Q4: 85,636 shares; 2025Q1: 97,217 shares; 2025Q2: 101,234 shares; 2025Q3: 117,377 shares 117,377 $2.41M 0.33% +16,143 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 5,780 shares; 2025Q1: 6,019 shares; 2025Q2: 6,466 shares; 2025Q3: 6,730 shares 6,730 $2.39M 0.33% +264 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,556 shares; 2024Q4: 43,319 shares; 2025Q1: 44,188 shares; 2025Q2: 44,663 shares; 2025Q3: 44,229 shares 44,229 $2.28M 0.31% -434 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,940 shares; 2024Q4: 29,361 shares; 2025Q1: 30,160 shares; 2025Q2: 29,756 shares; 2025Q3: 29,579 shares 29,579 $2.23M 0.31% -177 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,322 shares; 2024Q4: 10,990 shares; 2025Q1: 9,304 shares; 2025Q2: 9,373 shares; 2025Q3: 9,640 shares 9,640 $2.23M 0.31% +267 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 1,956 shares; 2025Q1: 2,304 shares; 2025Q2: 2,306 shares; 2025Q3: 7,838 shares 7,838 $2.2M 0.3% +5,532 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,720 shares; 2024Q4: 13,155 shares; 2025Q1: 19,129 shares; 2025Q2: 19,709 shares; 2025Q3: 21,573 shares 21,573 $2.15M 0.29% +1,864 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,114 shares; 2024Q4: 27,394 shares; 2025Q1: 25,074 shares; 2025Q2: 24,541 shares; 2025Q3: 23,853 shares 23,853 $2.14M 0.29% -688 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,738 shares; 2025Q1: 2,738 shares; 2025Q2: 2,738 shares; 2025Q3: 2,738 shares 2,738 $2.04M 0.28% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 4,168 shares; 2025Q1: 5,049 shares; 2025Q2: 5,382 shares; 2025Q3: 6,228 shares 6,228 $2.04M 0.28% +846 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,332 shares; 2024Q4: 15,221 shares; 2025Q1: 26,385 shares; 2025Q2: 36,357 shares; 2025Q3: 40,694 shares 40,694 $2.03M 0.28% +4,337 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 4,523 shares; 2025Q1: 4,361 shares; 2025Q2: 4,424 shares; 2025Q3: 4,174 shares 4,174 $2M 0.27% -250 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,783 shares; 2024Q4: 17,363 shares; 2025Q1: 17,410 shares; 2025Q2: 18,324 shares; 2025Q3: 19,720 shares 19,720 $1.96M 0.27% +1,396 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,698 shares; 2024Q4: 16,906 shares; 2025Q1: 16,779 shares; 2025Q2: 16,956 shares; 2025Q3: 16,712 shares 16,712 $1.91M 0.26% -244 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,684 shares; 2024Q4: 45,813 shares; 2025Q1: 47,018 shares; 2025Q2: 46,268 shares; 2025Q3: 45,858 shares 45,858 $1.88M 0.26% -410 Timeline VCRM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,985 shares; 2025Q1: 19,335 shares; 2025Q2: 22,915 shares; 2025Q3: 24,885 shares 24,885 $1.87M 0.26% +1,970 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,918 shares; 2024Q4: 17,310 shares; 2025Q1: 17,445 shares; 2025Q2: 17,377 shares; 2025Q3: 16,877 shares 16,877 $1.86M 0.26% -500 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,326 shares; 2024Q4: 62,665 shares; 2025Q1: 67,011 shares; 2025Q2: 67,948 shares; 2025Q3: 66,487 shares 66,487 $1.85M 0.25% -1,461 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 6,632 shares; 2025Q1: 6,688 shares; 2025Q2: 7,126 shares; 2025Q3: 8,271 shares 8,271 $1.71M 0.23% +1,145 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,487 shares; 2024Q4: 7,179 shares; 2025Q1: 7,400 shares; 2025Q2: 7,965 shares; 2025Q3: 8,304 shares 8,304 $1.69M 0.23% +339 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,692 shares; 2024Q4: 8,712 shares; 2025Q1: 8,772 shares; 2025Q2: 8,823 shares; 2025Q3: 8,948 shares 8,948 $1.67M 0.23% +125 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,268 shares; 2024Q4: 3,940 shares; 2025Q1: 3,437 shares; 2025Q2: 3,448 shares; 2025Q3: 3,473 shares 3,473 $1.66M 0.23% +25 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,298 shares; 2024Q4: 11,129 shares; 2025Q1: 10,728 shares; 2025Q2: 10,602 shares; 2025Q3: 10,767 shares 10,767 $1.65M 0.23% +165 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,080 shares; 2024Q4: 15,307 shares; 2025Q1: 15,121 shares; 2025Q2: 15,608 shares; 2025Q3: 15,870 shares 15,870 $1.64M 0.22% +262 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,849 shares; 2024Q4: 38,369 shares; 2025Q1: 36,680 shares; 2025Q2: 36,590 shares; 2025Q3: 37,010 shares 37,010 $1.6M 0.22% +420 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,146 shares; 2025Q1: 4,981 shares; 2025Q2: 6,210 shares; 2025Q3: 6,432 shares 6,432 $1.59M 0.22% +222 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 5,986 shares; 2025Q1: 7,147 shares; 2025Q2: 7,345 shares; 2025Q3: 21,396 shares 21,396 $1.57M 0.22% +14,051 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,410 shares; 2025Q1: 1,594 shares; 2025Q2: 1,643 shares; 2025Q3: 1,687 shares 1,687 $1.56M 0.21% +44 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,753 shares; 2024Q4: 9,812 shares; 2025Q1: 9,767 shares; 2025Q2: 9,887 shares; 2025Q3: 11,075 shares 11,075 $1.56M 0.21% +1,188 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 6,021 shares; 2025Q1: 7,308 shares; 2025Q2: 7,900 shares; 2025Q3: 8,485 shares 8,485 $1.55M 0.21% +585 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,105 shares; 2024Q4: 9,675 shares; 2025Q1: 9,299 shares; 2025Q2: 8,226 shares; 2025Q3: 8,327 shares 8,327 $1.54M 0.21% +101 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 2,490 shares; 2025Q1: 2,828 shares; 2025Q2: 2,934 shares; 2025Q3: 3,099 shares 3,099 $1.52M 0.21% +165 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,233 shares; 2024Q4: 9,275 shares; 2025Q1: 9,529 shares; 2025Q2: 9,620 shares; 2025Q3: 10,645 shares 10,645 $1.51M 0.21% +1,025 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.21% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 3,188 shares; 2025Q1: 3,316 shares; 2025Q2: 3,556 shares; 2025Q3: 3,183 shares 3,183 $1.48M 0.2% -373 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,358 shares; 2024Q4: 20,499 shares; 2025Q1: 20,277 shares; 2025Q2: 20,277 shares; 2025Q3: 21,185 shares 21,185 $1.44M 0.2% +908 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,944 shares; 2024Q4: 13,017 shares; 2025Q1: 12,563 shares; 2025Q2: 15,322 shares; 2025Q3: 15,295 shares 15,295 $1.4M 0.19% -27 Timeline VSDM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,638 shares; 2025Q1: 16,973 shares; 2025Q2: 16,973 shares; 2025Q3: 17,743 shares 17,743 $1.36M 0.19% +770 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 4,999 shares; 2025Q1: 4,626 shares; 2025Q2: 4,590 shares; 2025Q3: 4,798 shares 4,798 $1.35M 0.19% +208 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,783 shares; 2024Q4: 52,748 shares; 2025Q1: 59,883 shares; 2025Q2: 61,883 shares; 2025Q3: 68,823 shares 68,823 $1.29M 0.18% +6,940 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 7,709 shares; 2025Q1: 7,940 shares; 2025Q2: 7,691 shares; 2025Q3: 7,727 shares 7,727 $1.29M 0.18% +36 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,007 shares; 2024Q4: 12,973 shares; 2025Q1: 13,649 shares; 2025Q2: 14,204 shares; 2025Q3: 13,557 shares 13,557 $1.21M 0.17% -647 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,868 shares; 2024Q4: 15,868 shares; 2025Q1: 15,868 shares; 2025Q2: 15,868 shares; 2025Q3: 16,588 shares 16,588 $1.2M 0.16% +720 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 3,587 shares; 2025Q1: 3,953 shares; 2025Q2: 3,926 shares; 2025Q3: 3,930 shares 3,930 $1.19M 0.16% +4 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,575 shares; 2024Q4: 56,125 shares; 2025Q1: 57,016 shares; 2025Q2: 42,876 shares; 2025Q3: 42,326 shares 42,326 $1.19M 0.16% -550 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,239 shares; 2025Q1: 2,249 shares; 2025Q2: 2,272 shares; 2025Q3: 2,311 shares 2,311 $1.15M 0.16% +39 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,720 shares; 2024Q4: 26,720 shares; 2025Q1: 28,800 shares; 2025Q2: 28,800 shares; 2025Q3: 28,800 shares 28,800 $1.14M 0.16% 0 Timeline JCPB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,800 shares; 2024Q4: 17,987 shares; 2025Q1: 19,848 shares; 2025Q2: 20,606 shares; 2025Q3: 22,226 shares 22,226 $1.06M 0.14% +1,620 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,717 shares; 2024Q4: 2,676 shares; 2025Q1: 2,694 shares; 2025Q2: 2,701 shares; 2025Q3: 3,198 shares 3,198 $1.05M 0.14% +497 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 4,578 shares; 2025Q1: 4,724 shares; 2025Q2: 4,731 shares; 2025Q3: 5,162 shares 5,162 $1.05M 0.14% +431 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,685 shares; 2024Q4: 12,560 shares; 2025Q1: 12,433 shares; 2025Q2: 12,083 shares; 2025Q3: 11,758 shares 11,758 $1.03M 0.14% -325 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 3,491 shares; 2025Q1: 7,581 shares; 2025Q2: 8,485 shares; 2025Q3: 8,485 shares 8,485 $1.02M 0.14% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,691 shares; 2024Q4: 12,236 shares; 2025Q1: 12,015 shares; 2025Q2: 13,476 shares; 2025Q3: 11,428 shares 11,428 $959K 0.13% -2,048 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,655 shares; 2024Q4: 30,555 shares; 2025Q1: 26,170 shares; 2025Q2: 24,770 shares; 2025Q3: 23,270 shares 23,270 $958K 0.13% -1,500 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,053 shares; 2024Q4: 7,528 shares; 2025Q1: 7,016 shares; 2025Q2: 6,631 shares; 2025Q3: 6,803 shares 6,803 $955K 0.13% +172 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,185 shares; 2024Q4: 40,185 shares; 2025Q1: 40,185 shares; 2025Q2: 37,685 shares; 2025Q3: 35,685 shares 35,685 $945K 0.13% -2,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,195 shares; 2024Q4: 25,195 shares; 2025Q1: 26,997 shares; 2025Q2: 24,193 shares; 2025Q3: 24,193 shares 24,193 $933K 0.13% 0 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,612 shares; 2024Q4: 37,617 shares; 2025Q1: 37,623 shares; 2025Q2: 39,116 shares; 2025Q3: 39,123 shares 39,123 $902K 0.12% +7 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,770 shares; 2024Q4: 14,027 shares; 2025Q1: 13,880 shares; 2025Q2: 13,716 shares; 2025Q3: 13,566 shares 13,566 $900K 0.12% -150 Timeline AVSC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,333 shares; 2024Q4: 18,451 shares; 2025Q1: 16,822 shares; 2025Q2: 14,142 shares; 2025Q3: 15,547 shares 15,547 $890K 0.12% +1,405 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,815 shares; 2024Q4: 4,951 shares; 2025Q1: 5,073 shares; 2025Q2: 5,204 shares; 2025Q3: 5,275 shares 5,275 $883K 0.12% +71 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 2,981 shares; 2025Q1: 2,883 shares; 2025Q2: 2,863 shares; 2025Q3: 2,449 shares 2,449 $846K 0.12% -414 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 3,746 shares; 2025Q1: 6,288 shares; 2025Q2: 8,056 shares; 2025Q3: 8,559 shares 8,559 $839K 0.11% +503 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,143 shares; 2024Q4: 9,143 shares; 2025Q1: 18,664 shares; 2025Q2: 18,639 shares; 2025Q3: 18,639 shares 18,639 $833K 0.11% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,825 shares; 2025Q1: 48,960 shares; 2025Q2: 49,960 shares; 2025Q3: 49,240 shares 49,240 $832K 0.11% -720 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,404 shares; 2024Q4: 14,404 shares; 2025Q1: 11,639 shares; 2025Q2: 11,639 shares; 2025Q3: 16,939 shares 16,939 $830K 0.11% +5,300 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,242 shares; 2025Q1: 3,232 shares; 2025Q2: 3,232 shares; 2025Q3: 3,207 shares 3,207 $822K 0.11% -25 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 3,958 shares; 2025Q1: 3,842 shares; 2025Q2: 3,617 shares; 2025Q3: 3,153 shares 3,153 $818K 0.11% -464 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,062 shares; 2024Q4: 11,278 shares; 2025Q1: 11,478 shares; 2025Q2: 11,370 shares; 2025Q3: 11,712 shares 11,712 $801K 0.11% +342 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,050 shares 26,050 $799K 0.11% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,290 shares; 2025Q1: 3,351 shares; 2025Q2: 3,347 shares; 2025Q3: 3,302 shares 3,302 $799K 0.11% -45 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,170 shares; 2025Q1: 17,633 shares; 2025Q2: 21,722 shares; 2025Q3: 29,582 shares 29,582 $794K 0.11% +7,860 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,830 shares 9,830 $771K 0.11% new Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,096 shares; 2024Q4: 23,370 shares; 2025Q1: 23,385 shares; 2025Q2: 23,035 shares; 2025Q3: 22,857 shares 22,857 $766K 0.1% -178 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,309 shares; 2025Q1: 4,257 shares; 2025Q2: 4,272 shares; 2025Q3: 3,613 shares 3,613 $761K 0.1% -659 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 4,131 shares; 2025Q1: 3,731 shares; 2025Q2: 3,631 shares; 2025Q3: 3,632 shares 3,632 $760K 0.1% +1 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,403 shares; 2024Q4: 10,356 shares; 2025Q1: 8,851 shares; 2025Q2: 8,921 shares; 2025Q3: 8,528 shares 8,528 $745K 0.1% -393 Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,154 shares; 2024Q4: 25,154 shares; 2025Q1: 22,915 shares; 2025Q2: 22,665 shares; 2025Q3: 22,665 shares 22,665 $743K 0.1% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 9,083 shares; 2025Q1: 9,142 shares; 2025Q2: 9,215 shares; 2025Q3: 9,271 shares 9,271 $741K 0.1% +56 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,807 shares; 2024Q4: 5,182 shares; 2025Q1: 4,968 shares; 2025Q2: 5,133 shares; 2025Q3: 5,473 shares 5,473 $733K 0.1% +340 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,930 shares; 2024Q4: 25,930 shares; 2025Q1: 24,930 shares; 2025Q2: 24,830 shares; 2025Q3: 18,555 shares 18,555 $729K 0.1% -6,275 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 3,290 shares; 2025Q1: 3,239 shares; 2025Q2: 3,439 shares; 2025Q3: 3,351 shares 3,351 $723K 0.1% -88 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,964 shares; 2025Q1: 1,996 shares; 2025Q2: 2,066 shares; 2025Q3: 2,391 shares 2,391 $719K 0.1% +325 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 16,605 shares 16,605 $713K 0.1% +10,905 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,113 shares; 2025Q1: 15,215 shares; 2025Q2: 13,543 shares; 2025Q3: 13,543 shares 13,543 $707K 0.1% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,824 shares; 2025Q1: 9,114 shares; 2025Q2: 9,539 shares; 2025Q3: 11,080 shares 11,080 $689K 0.09% +1,541 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 780 shares; 2025Q1: 790 shares; 2025Q2: 820 shares; 2025Q3: 839 shares 839 $668K 0.09% +19 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,372 shares; 2024Q4: 7,372 shares; 2025Q1: 10,087 shares; 2025Q2: 10,087 shares; 2025Q3: 9,437 shares 9,437 $646K 0.09% -650 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,324 shares; 2025Q1: 2,559 shares; 2025Q2: 2,599 shares; 2025Q3: 2,548 shares 2,548 $640K 0.09% -51 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 5,199 shares; 2025Q1: 8,703 shares; 2025Q2: 8,747 shares; 2025Q3: 9,415 shares 9,415 $622K 0.09% +668 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,672 shares; 2024Q4: 9,672 shares; 2025Q1: 9,172 shares; 2025Q2: 9,172 shares; 2025Q3: 8,672 shares 8,672 $617K 0.08% -500 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,364 shares; 2025Q1: 2,308 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares 2,140 $604K 0.08% 0 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,520 shares; 2024Q4: 9,515 shares; 2025Q1: 9,515 shares; 2025Q2: 9,515 shares; 2025Q3: 10,580 shares 10,580 $601K 0.08% +1,065 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,126 shares; 2025Q1: 2,129 shares; 2025Q2: 2,129 shares; 2025Q3: 2,130 shares 2,130 $600K 0.08% +1 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 553 shares; 2025Q1: 550 shares; 2025Q2: 779 shares; 2025Q3: 760 shares 760 $587K 0.08% -19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,179 shares; 2024Q4: 12,179 shares; 2025Q1: 12,179 shares; 2025Q2: 10,919 shares; 2025Q3: 10,919 shares 10,919 $575K 0.08% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,550 shares; 2024Q4: 9,550 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,100 shares 8,100 $555K 0.08% +100 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,177 shares; 2025Q1: 1,178 shares; 2025Q2: 1,184 shares; 2025Q3: 1,185 shares 1,185 $542K 0.07% +1 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 4,331 shares; 2025Q1: 4,309 shares; 2025Q2: 4,679 shares; 2025Q3: 4,699 shares 4,699 $527K 0.07% +20 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 5,294 shares; 2025Q1: 5,494 shares; 2025Q2: 5,489 shares; 2025Q3: 5,414 shares 5,414 $519K 0.07% -75 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,484 shares; 2024Q4: 10,484 shares; 2025Q1: 10,484 shares; 2025Q2: 9,949 shares; 2025Q3: 9,749 shares 9,749 $517K 0.07% -200 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,628 shares; 2024Q4: 4,628 shares; 2025Q1: 4,628 shares; 2025Q2: 4,628 shares; 2025Q3: 4,628 shares 4,628 $511K 0.07% 0 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,648 shares; 2024Q4: 8,148 shares; 2025Q1: 10,743 shares; 2025Q2: 10,743 shares; 2025Q3: 10,743 shares 10,743 $508K 0.07% 0 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 9,050 shares; 2025Q1: 7,550 shares; 2025Q2: 10,215 shares; 2025Q3: 10,215 shares 10,215 $507K 0.07% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,100 shares; 2025Q1: 4,090 shares; 2025Q2: 4,240 shares; 2025Q3: 4,190 shares 4,190 $505K 0.07% -50 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,010 shares; 2025Q3: 12,910 shares 12,910 $504K 0.07% -100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,973 shares; 2025Q2: 6,973 shares; 2025Q3: 6,973 shares 6,973 $498K 0.07% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,295 shares; 2024Q4: 3,388 shares; 2025Q1: 3,388 shares; 2025Q2: 3,122 shares; 2025Q3: 3,044 shares 3,044 $494K 0.07% -78 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 2,593 shares; 2025Q1: 2,787 shares; 2025Q2: 2,875 shares; 2025Q3: 2,856 shares 2,856 $488K 0.07% -19 Timeline RSPH 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,032 shares; 2024Q4: 21,891 shares; 2025Q1: 18,726 shares; 2025Q2: 17,106 shares; 2025Q3: 16,392 shares 16,392 $482K 0.07% -714 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,145 shares 6,145 $482K 0.07% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,572 shares; 2024Q4: 5,707 shares; 2025Q1: 5,707 shares; 2025Q2: 5,907 shares; 2025Q3: 8,404 shares 8,404 $480K 0.07% +2,497 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,955 shares; 2024Q4: 15,680 shares; 2025Q1: 13,820 shares; 2025Q2: 13,953 shares; 2025Q3: 13,903 shares 13,903 $476K 0.07% -50 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,104 shares; 2025Q1: 1,557 shares; 2025Q2: 1,586 shares; 2025Q3: 1,678 shares 1,678 $469K 0.06% +92 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,227 shares; 2024Q4: 15,797 shares; 2025Q1: 15,797 shares; 2025Q2: 15,797 shares; 2025Q3: 15,797 shares 15,797 $467K 0.06% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: 13,065 shares; 2025Q1: 12,768 shares; 2025Q2: 14,444 shares; 2025Q3: 14,630 shares 14,630 $463K 0.06% +186 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,468 shares; 2024Q4: 12,468 shares; 2025Q1: 12,468 shares; 2025Q2: 10,209 shares; 2025Q3: 10,209 shares 10,209 $462K 0.06% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 6,425 shares; 2025Q1: 6,534 shares; 2025Q2: 6,434 shares; 2025Q3: 6,334 shares 6,334 $461K 0.06% -100 Timeline VGMS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,765 shares 8,765 $454K 0.06% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 349 shares; 2025Q1: 384 shares; 2025Q2: 380 shares; 2025Q3: 388 shares 388 $452K 0.06% +8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,635 shares; 2025Q1: 14,048 shares; 2025Q2: 14,431 shares; 2025Q3: 14,457 shares 14,457 $452K 0.06% +26 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,315 shares; 2025Q1: 13,605 shares; 2025Q2: 13,605 shares; 2025Q3: 12,535 shares 12,535 $452K 0.06% -1,070 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 753 shares 753 $449K 0.06% +74 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 3,360 shares; 2025Q1: 3,360 shares; 2025Q2: 3,376 shares; 2025Q3: 3,467 shares 3,467 $429K 0.06% +91 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,698 shares; 2025Q1: 4,602 shares; 2025Q2: 4,617 shares; 2025Q3: 4,532 shares 4,532 $429K 0.06% -85 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,793 shares; 2025Q2: 16,066 shares; 2025Q3: 16,066 shares 16,066 $423K 0.06% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,735 shares; 2025Q1: 6,492 shares; 2025Q2: 6,975 shares; 2025Q3: 7,025 shares 7,025 $421K 0.06% +50 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 2,840 shares; 2025Q1: 2,962 shares; 2025Q2: 3,009 shares; 2025Q3: 2,995 shares 2,995 $417K 0.06% -14 Timeline BINC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,750 shares 7,750 $413K 0.06% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 1,339 shares; 2025Q1: 1,364 shares; 2025Q2: 1,444 shares; 2025Q3: 1,215 shares 1,215 $410K 0.06% -229 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,800 shares; 2025Q1: 11,300 shares; 2025Q2: 11,055 shares; 2025Q3: 10,892 shares 10,892 $405K 0.06% -163 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 9,635 shares; 2025Q1: 8,870 shares; 2025Q2: 8,420 shares; 2025Q3: 8,420 shares 8,420 $404K 0.06% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,754 shares; 2024Q4: 7,581 shares; 2025Q1: 7,297 shares; 2025Q2: 7,268 shares; 2025Q3: 4,807 shares 4,807 $402K 0.05% -2,461 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 5,025 shares; 2025Q1: 5,025 shares; 2025Q2: 5,041 shares; 2025Q3: 5,046 shares 5,046 $396K 0.05% +5 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,150 shares; 2024Q4: 59,091 shares; 2025Q1: 13,040 shares; 2025Q2: 12,540 shares; 2025Q3: 13,365 shares 13,365 $396K 0.05% +825 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,617 shares; 2025Q1: 2,749 shares; 2025Q2: 2,550 shares; 2025Q3: 2,553 shares 2,553 $394K 0.05% +3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,235 shares; 2024Q4: 9,135 shares; 2025Q1: 7,635 shares; 2025Q2: 7,635 shares; 2025Q3: 7,385 shares 7,385 $393K 0.05% -250 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,480 shares; 2024Q4: 9,255 shares; 2025Q1: 9,255 shares; 2025Q2: 9,005 shares; 2025Q3: 8,855 shares 8,855 $385K 0.05% -150 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,538 shares; 2025Q3: 2,553 shares 2,553 $385K 0.05% +15 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,639 shares; 2025Q1: 2,654 shares; 2025Q2: 2,754 shares; 2025Q3: 2,797 shares 2,797 $384K 0.05% +43 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,917 shares; 2025Q1: 3,879 shares; 2025Q2: 4,402 shares; 2025Q3: 4,553 shares 4,553 $382K 0.05% +151 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,085 shares; 2024Q4: 14,043 shares; 2025Q1: 14,050 shares; 2025Q2: 15,572 shares; 2025Q3: 16,012 shares 16,012 $375K 0.05% +440 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 2,857 shares; 2025Q1: 2,857 shares; 2025Q2: 2,857 shares; 2025Q3: 2,894 shares 2,894 $373K 0.05% +37 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,082 shares; 2025Q2: 8,082 shares; 2025Q3: 8,082 shares 8,082 $373K 0.05% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,946 shares; 2025Q1: 3,491 shares; 2025Q2: 3,769 shares; 2025Q3: 3,816 shares 3,816 $373K 0.05% +47 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,076 shares; 2024Q4: 4,106 shares; 2025Q1: 4,106 shares; 2025Q2: 3,776 shares; 2025Q3: 3,777 shares 3,777 $365K 0.05% +1 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,864 shares; 2025Q1: 2,529 shares; 2025Q2: 2,504 shares; 2025Q3: 2,454 shares 2,454 $357K 0.05% -50 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,041 shares; 2025Q3: 1,074 shares 1,074 $357K 0.05% +33 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 6,847 shares; 2025Q1: 6,615 shares; 2025Q2: 6,568 shares; 2025Q3: 6,577 shares 6,577 $354K 0.05% +9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,801 shares; 2025Q1: 1,803 shares; 2025Q2: 1,812 shares; 2025Q3: 1,830 shares 1,830 $353K 0.05% +18 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,620 shares; 2024Q4: 10,620 shares; 2025Q1: 10,620 shares; 2025Q2: 10,620 shares; 2025Q3: 10,620 shares 10,620 $351K 0.05% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 2,727 shares; 2025Q1: 2,727 shares; 2025Q2: 2,727 shares; 2025Q3: 2,697 shares 2,697 $350K 0.05% -30 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 2,448 shares; 2025Q1: 2,628 shares; 2025Q2: 2,448 shares; 2025Q3: 2,448 shares 2,448 $349K 0.05% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: 668 shares; 2025Q1: 461 shares; 2025Q2: 471 shares; 2025Q3: 732 shares 732 $348K 0.05% +261 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,863 shares; 2024Q4: 4,138 shares; 2025Q1: 4,188 shares; 2025Q2: 4,150 shares; 2025Q3: 4,149 shares 4,149 $346K 0.05% -1 Timeline ACLC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,575 shares; 2024Q4: 4,650 shares; 2025Q1: 4,771 shares; 2025Q2: 4,571 shares; 2025Q3: 4,471 shares 4,471 $345K 0.05% -100 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,921 shares; 2025Q2: 13,022 shares; 2025Q3: 13,022 shares 13,022 $342K 0.05% 0 Timeline MFSM MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,500 shares 13,500 $335K 0.05% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 545 shares 545 $335K 0.05% +8 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 937 shares; 2025Q1: 937 shares; 2025Q2: 943 shares; 2025Q3: 960 shares 960 $327K 0.04% +17 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 338 shares; 2025Q3: 338 shares 338 $327K 0.04% 0 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,795 shares 7,795 $324K 0.04% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,132 shares; 2025Q3: 1,151 shares 1,151 $321K 0.04% +19 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,025 shares; 2024Q4: 6,025 shares; 2025Q1: 6,025 shares; 2025Q2: 6,965 shares; 2025Q3: 6,965 shares 6,965 $319K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,297 shares; 2024Q4: 4,301 shares; 2025Q1: 4,305 shares; 2025Q2: 4,305 shares; 2025Q3: 4,305 shares 4,305 $316K 0.04% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 5,600 shares; 2025Q1: 5,700 shares; 2025Q2: 5,575 shares; 2025Q3: 5,400 shares 5,400 $310K 0.04% -175 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,370 shares; 2025Q1: 2,370 shares; 2025Q2: 2,379 shares; 2025Q3: 2,390 shares 2,390 $303K 0.04% +11 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,620 shares; 2025Q1: not reported; 2025Q2: 1,866 shares; 2025Q3: 2,028 shares 2,028 $301K 0.04% +162 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,450 shares; 2025Q3: 2,100 shares 2,100 $297K 0.04% -350 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,695 shares; 2024Q4: 7,695 shares; 2025Q1: 7,695 shares; 2025Q2: 7,695 shares; 2025Q3: 7,695 shares 7,695 $291K 0.04% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,865 shares; 2025Q3: 1,741 shares 1,741 $291K 0.04% -124 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: not reported; 2025Q1: 941 shares; 2025Q2: 946 shares; 2025Q3: 961 shares 961 $289K 0.04% +15 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 671 shares; 2025Q3: 680 shares 680 $287K 0.04% +9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,757 shares 1,757 $284K 0.04% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 3,430 shares; 2025Q1: 3,030 shares; 2025Q2: 2,894 shares; 2025Q3: 2,943 shares 2,943 $281K 0.04% +49 Timeline JAVA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,230 shares; 2025Q1: 3,336 shares; 2025Q2: 4,061 shares; 2025Q3: 4,068 shares 4,068 $281K 0.04% +7 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,176 shares; 2025Q1: 1,155 shares; 2025Q2: 1,183 shares; 2025Q3: 1,180 shares 1,180 $280K 0.04% -3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,217 shares; 2025Q2: 2,217 shares; 2025Q3: 2,217 shares 2,217 $279K 0.04% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,551 shares; 2025Q2: 2,505 shares; 2025Q3: 2,547 shares 2,547 $278K 0.04% +42 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,069 shares; 2024Q4: 6,667 shares; 2025Q1: 6,913 shares; 2025Q2: 5,207 shares; 2025Q3: 6,311 shares 6,311 $277K 0.04% +1,104 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,643 shares; 2025Q1: 3,337 shares; 2025Q2: 3,338 shares; 2025Q3: 3,439 shares 3,439 $277K 0.04% +101 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,408 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,193 shares 2,193 $276K 0.04% -82 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 118 shares 118 $276K 0.04% +10 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,132 shares; 2025Q1: 1,401 shares; 2025Q2: 1,198 shares; 2025Q3: 1,241 shares 1,241 $274K 0.04% +43 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 6,053 shares; 2025Q1: 5,692 shares; 2025Q2: 5,214 shares; 2025Q3: 6,085 shares 6,085 $274K 0.04% +871 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,999 shares; 2024Q4: 2,999 shares; 2025Q1: 2,999 shares; 2025Q2: 2,797 shares; 2025Q3: 2,883 shares 2,883 $273K 0.04% +86 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,378 shares; 2024Q4: 6,170 shares; 2025Q1: 6,639 shares; 2025Q2: 6,155 shares; 2025Q3: 6,155 shares 6,155 $270K 0.04% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,258 shares 3,258 $267K 0.04% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,900 shares; 2025Q3: 3,400 shares 3,400 $266K 0.04% +500 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,134 shares; 2025Q1: 1,089 shares; 2025Q2: 1,189 shares; 2025Q3: 1,113 shares 1,113 $263K 0.04% -76 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 2,485 shares; 2025Q2: 2,485 shares; 2025Q3: 2,410 shares 2,410 $262K 0.04% -75 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,311 shares; 2025Q1: not reported; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares 1,231 $261K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,152 shares; 2024Q4: 15,246 shares; 2025Q1: 13,600 shares; 2025Q2: 12,612 shares; 2025Q3: 8,226 shares 8,226 $258K 0.04% -4,386 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,584 shares; 2024Q4: 7,786 shares; 2025Q1: 7,484 shares; 2025Q2: 7,484 shares; 2025Q3: 7,484 shares 7,484 $258K 0.04% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: 3,605 shares; 2025Q1: 3,605 shares; 2025Q2: 3,605 shares; 2025Q3: 3,605 shares 3,605 $258K 0.04% 0 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,180 shares; 2025Q3: 8,180 shares 8,180 $246K 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,213 shares; 2025Q1: 1,214 shares; 2025Q2: 1,197 shares; 2025Q3: 1,222 shares 1,222 $246K 0.03% +25 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 398 shares; 2025Q1: 478 shares; 2025Q2: 543 shares; 2025Q3: 548 shares 548 $245K 0.03% +5 Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,670 shares 11,670 $244K 0.03% new Timeline XLC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 2,203 shares; 2025Q1: 2,203 shares; 2025Q2: 2,203 shares; 2025Q3: 2,053 shares 2,053 $243K 0.03% -150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 843 shares; 2025Q1: 879 shares; 2025Q2: 837 shares; 2025Q3: 824 shares 824 $242K 0.03% -13 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares 2,125 $242K 0.03% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 2,810 shares; 2025Q1: 2,810 shares; 2025Q2: 2,837 shares; 2025Q3: 2,850 shares 2,850 $241K 0.03% +13 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: not reported; 2025Q1: 2,515 shares; 2025Q2: 2,527 shares; 2025Q3: 2,577 shares 2,577 $241K 0.03% +50 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,800 shares; 2025Q2: not reported; 2025Q3: 4,968 shares 4,968 $239K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 389 shares 389 $237K 0.03% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,625 shares; 2025Q1: not reported; 2025Q2: 4,813 shares; 2025Q3: 4,674 shares 4,674 $237K 0.03% -139 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 9,450 shares; 2025Q1: 9,575 shares; 2025Q2: 9,450 shares; 2025Q3: 9,450 shares 9,450 $234K 0.03% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,256 shares 2,256 $233K 0.03% new Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 2,948 shares; 2025Q1: 2,948 shares; 2025Q2: 2,898 shares; 2025Q3: 2,849 shares 2,849 $231K 0.03% -49 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,091 shares 10,091 $229K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,819 shares; 2024Q4: 10,911 shares; 2025Q1: 10,428 shares; 2025Q2: 9,813 shares; 2025Q3: 9,004 shares 9,004 $229K 0.03% -809 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,282 shares 4,282 $228K 0.03% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 650 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 600 shares 600 $227K 0.03% -60 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 6,125 shares; 2025Q1: 6,125 shares; 2025Q2: 5,825 shares; 2025Q3: 5,825 shares 5,825 $227K 0.03% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 975 shares 975 $224K 0.03% new Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $223K 0.03% 0 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 5,875 shares; 2025Q1: not reported; 2025Q2: 5,875 shares; 2025Q3: 5,875 shares 5,875 $220K 0.03% 0 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,400 shares 8,400 $220K 0.03% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 573 shares; 2025Q1: 574 shares; 2025Q2: 566 shares; 2025Q3: 575 shares 575 $213K 0.03% +9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,663 shares; 2024Q4: 19,411 shares; 2025Q1: 17,090 shares; 2025Q2: 17,279 shares; 2025Q3: 17,552 shares 17,552 $210K 0.03% +273 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,007 shares; 2025Q3: 6,225 shares 6,225 $208K 0.03% -782 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,616 shares 1,616 $207K 0.03% -261 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,051 shares; 2025Q1: 3,051 shares; 2025Q2: not reported; 2025Q3: 1,798 shares 1,798 $206K 0.03% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,288 shares 1,288 $205K 0.03% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,503 shares 1,503 $204K 0.03% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,142 shares; 2024Q4: 23,210 shares; 2025Q1: 21,240 shares; 2025Q2: 20,311 shares; 2025Q3: 20,381 shares 20,381 $204K 0.03% +70 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 538 shares; 2025Q1: 557 shares; 2025Q2: 542 shares; 2025Q3: 568 shares 568 $200K 0.03% +26 Timeline ATAIBECKLEY INC ATAIBECKLEY INC More: the full row for ATAIBECKLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,903 shares; 2024Q4: 12,903 shares; 2025Q1: 12,903 shares; 2025Q2: 12,903 shares; 2025Q3: 12,903 shares 12,903 $68.3K 0.01% 0 CABA CABALETTA BIO INC More: the full row for CABALETTA BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 15,000 shares 15,000 $35.1K <0.01% +4,000 Timeline ACRS ACLARIS THERAPEUTICS INC More: the full row for ACLARIS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,782 shares; 2025Q3: 17,782 shares 17,782 $33.8K <0.01% 0 Timeline WWR WESTWATER RES INC More: the full row for WESTWATER RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $14.2K <0.01% 0 Timeline