AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,985 shares; 2024Q4: 201,818 shares; 2025Q1: 202,756 shares; 2025Q2: 203,169 shares; 2025Q3: 202,585 shares; 2025Q4: 201,819 shares 201,819 $54.9M 7.18% -766 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,714 shares; 2024Q4: 936,147 shares; 2025Q1: 981,545 shares; 2025Q2: 1,021,763 shares; 2025Q3: 1,044,100 shares; 2025Q4: 1,010,795 shares 1,010,795 $33M 4.31% -33,305 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,479 shares; 2024Q4: 1,068,635 shares; 2025Q1: 1,128,909 shares; 2025Q2: 1,198,977 shares; 2025Q3: 1,209,473 shares; 2025Q4: 1,175,074 shares 1,175,074 $32.2M 4.22% -34,399 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,039 shares; 2024Q4: 134,259 shares; 2025Q1: 135,250 shares; 2025Q2: 135,493 shares; 2025Q3: 135,547 shares; 2025Q4: 135,250 shares 135,250 $31.2M 4.09% -297 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,955 shares; 2024Q4: 38,665 shares; 2025Q1: 39,751 shares; 2025Q2: 41,401 shares; 2025Q3: 42,250 shares; 2025Q4: 42,735 shares 42,735 $26.3M 3.44% +485 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,571 shares; 2024Q4: 115,833 shares; 2025Q1: 121,668 shares; 2025Q2: 126,398 shares; 2025Q3: 130,402 shares; 2025Q4: 131,274 shares 131,274 $24.5M 3.2% +872 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,201 shares; 2024Q4: 66,384 shares; 2025Q1: 66,533 shares; 2025Q2: 66,625 shares; 2025Q3: 67,346 shares; 2025Q4: 67,949 shares 67,949 $21.3M 2.78% +603 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,318 shares; 2024Q4: 25,811 shares; 2025Q1: 26,402 shares; 2025Q2: 27,880 shares; 2025Q3: 28,795 shares; 2025Q4: 29,163 shares 29,163 $20M 2.61% +368 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,073 shares; 2024Q4: 41,174 shares; 2025Q1: 41,658 shares; 2025Q2: 41,413 shares; 2025Q3: 41,051 shares; 2025Q4: 41,257 shares 41,257 $20M 2.61% +206 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,788 shares; 2024Q4: 85,284 shares; 2025Q1: 82,946 shares; 2025Q2: 82,446 shares; 2025Q3: 81,247 shares; 2025Q4: 80,169 shares 80,169 $17.6M 2.31% -1,078 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,142 shares; 2024Q4: 144,779 shares; 2025Q1: 164,546 shares; 2025Q2: 168,852 shares; 2025Q3: 182,872 shares; 2025Q4: 193,134 shares 193,134 $17.3M 2.26% +10,262 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 4,168 shares; 2025Q1: 5,049 shares; 2025Q2: 5,382 shares; 2025Q3: 6,228 shares; 2025Q4: 48,576 shares 48,576 $16.3M 2.13% +42,348 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,092 shares; 2024Q4: 255,467 shares; 2025Q1: 273,747 shares; 2025Q2: 321,612 shares; 2025Q3: 389,414 shares; 2025Q4: 426,872 shares 426,872 $14.3M 1.87% +37,458 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,008 shares; 2024Q4: 14,572 shares; 2025Q1: 16,985 shares; 2025Q2: 20,100 shares; 2025Q3: 20,226 shares; 2025Q4: 20,918 shares 20,918 $14.3M 1.87% +692 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,393 shares; 2024Q4: 107,951 shares; 2025Q1: 103,399 shares; 2025Q2: 102,235 shares; 2025Q3: 100,719 shares; 2025Q4: 99,184 shares 99,184 $13.8M 1.81% -1,535 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,852 shares; 2024Q4: 58,359 shares; 2025Q1: 60,284 shares; 2025Q2: 62,010 shares; 2025Q3: 63,264 shares; 2025Q4: 51,887 shares 51,887 $13.4M 1.75% -11,377 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,831 shares; 2024Q4: 218,384 shares; 2025Q1: 249,534 shares; 2025Q2: 313,602 shares; 2025Q3: 379,951 shares; 2025Q4: 396,346 shares 396,346 $12.9M 1.69% +16,395 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,874 shares; 2024Q4: 13,861 shares; 2025Q1: 14,205 shares; 2025Q2: 14,406 shares; 2025Q3: 14,595 shares; 2025Q4: 15,082 shares 15,082 $9.96M 1.3% +487 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,100 shares; 2024Q4: 40,251 shares; 2025Q1: 42,493 shares; 2025Q2: 44,328 shares; 2025Q3: 46,297 shares; 2025Q4: 34,015 shares 34,015 $9.87M 1.29% -12,282 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,706 shares; 2024Q4: 26,629 shares; 2025Q1: 27,372 shares; 2025Q2: 27,786 shares; 2025Q3: 27,925 shares; 2025Q4: 27,910 shares 27,910 $8.76M 1.15% -15 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,950 shares; 2024Q4: 23,029 shares; 2025Q1: 23,710 shares; 2025Q2: 24,025 shares; 2025Q3: 24,275 shares; 2025Q4: 24,686 shares 24,686 $8.54M 1.12% +411 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,700 shares; 2024Q4: 261,134 shares; 2025Q1: 252,454 shares; 2025Q2: 292,571 shares; 2025Q3: 334,385 shares; 2025Q4: 338,257 shares 338,257 $8.13M 1.06% +3,872 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,457 shares; 2024Q4: 10,371 shares; 2025Q1: 13,838 shares; 2025Q2: 15,583 shares; 2025Q3: 17,332 shares; 2025Q4: 11,371 shares 11,371 $7.13M 0.93% -5,961 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,776 shares; 2024Q4: 28,197 shares; 2025Q1: 39,250 shares; 2025Q2: 45,765 shares; 2025Q3: 50,244 shares; 2025Q4: 78,804 shares 78,804 $7.09M 0.93% +28,560 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,442 shares; 2024Q4: 67,317 shares; 2025Q1: 90,762 shares; 2025Q2: 107,317 shares; 2025Q3: 118,220 shares; 2025Q4: 127,955 shares 127,955 $6.47M 0.85% +9,735 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,097 shares; 2024Q4: 67,181 shares; 2025Q1: 99,178 shares; 2025Q2: 106,350 shares; 2025Q3: 120,450 shares; 2025Q4: 137,289 shares 137,289 $6.32M 0.83% +16,839 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,317 shares; 2024Q4: 100,115 shares; 2025Q1: 168,433 shares; 2025Q2: 168,383 shares; 2025Q3: 163,623 shares; 2025Q4: 135,214 shares 135,214 $5.87M 0.77% -28,409 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,116 shares; 2024Q4: 15,723 shares; 2025Q1: 16,315 shares; 2025Q2: 16,345 shares; 2025Q3: 16,211 shares; 2025Q4: 16,316 shares 16,316 $5.72M 0.75% +105 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,823 shares; 2024Q4: 10,731 shares; 2025Q1: 10,941 shares; 2025Q2: 11,059 shares; 2025Q3: 11,297 shares; 2025Q4: 11,350 shares 11,350 $5.71M 0.75% +53 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,010 shares; 2024Q4: 26,516 shares; 2025Q1: 29,565 shares; 2025Q2: 29,675 shares; 2025Q3: 28,830 shares; 2025Q4: 29,325 shares 29,325 $5.62M 0.74% +495 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,640 shares; 2024Q4: 165,515 shares; 2025Q1: 172,423 shares; 2025Q2: 157,971 shares; 2025Q3: 159,946 shares; 2025Q4: 161,434 shares 161,434 $5.62M 0.73% +1,488 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,380 shares; 2024Q4: 16,341 shares; 2025Q1: 16,460 shares; 2025Q2: 16,386 shares; 2025Q3: 16,503 shares; 2025Q4: 16,024 shares 16,024 $5.51M 0.72% -479 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,327 shares; 2024Q4: 24,529 shares; 2025Q1: 77,143 shares; 2025Q2: 81,019 shares; 2025Q3: 88,560 shares; 2025Q4: 92,403 shares 92,403 $4.67M 0.61% +3,843 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,496 shares; 2024Q4: 79,244 shares; 2025Q1: 78,591 shares; 2025Q2: 72,369 shares; 2025Q3: 71,553 shares; 2025Q4: 69,447 shares 69,447 $4.58M 0.6% -2,106 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,140 shares; 2024Q4: 8,980 shares; 2025Q1: 9,079 shares; 2025Q2: 9,117 shares; 2025Q3: 9,080 shares; 2025Q4: 9,335 shares 9,335 $4.42M 0.58% +255 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,133 shares; 2024Q4: 4,198 shares; 2025Q1: 4,067 shares; 2025Q2: 3,995 shares; 2025Q3: 3,982 shares; 2025Q4: 3,996 shares 3,996 $4.29M 0.56% +14 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,024 shares; 2024Q4: 160,667 shares; 2025Q1: 162,048 shares; 2025Q2: 165,976 shares; 2025Q3: 158,258 shares; 2025Q4: 163,378 shares 163,378 $4.29M 0.56% +5,120 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,336 shares; 2024Q4: 33,917 shares; 2025Q1: 34,748 shares; 2025Q2: 35,288 shares; 2025Q3: 35,343 shares; 2025Q4: 35,493 shares 35,493 $4.27M 0.56% +150 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,818 shares; 2024Q4: 55,450 shares; 2025Q1: 45,013 shares; 2025Q2: 43,682 shares; 2025Q3: 47,101 shares; 2025Q4: 49,493 shares 49,493 $4.15M 0.54% +2,392 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,684 shares; 2024Q4: 45,813 shares; 2025Q1: 47,018 shares; 2025Q2: 46,268 shares; 2025Q3: 45,858 shares; 2025Q4: 99,207 shares 99,207 $4.14M 0.54% +53,349 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,527 shares; 2024Q4: 139,802 shares; 2025Q1: 144,958 shares; 2025Q2: 157,679 shares; 2025Q3: 198,413 shares; 2025Q4: 208,494 shares 208,494 $4.08M 0.53% +10,081 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,000 shares; 2024Q4: 68,900 shares; 2025Q1: 64,635 shares; 2025Q2: 61,623 shares; 2025Q3: 85,253 shares; 2025Q4: 85,253 shares 85,253 $3.96M 0.52% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,163 shares; 2024Q4: 7,257 shares; 2025Q1: 6,920 shares; 2025Q2: 6,833 shares; 2025Q3: 6,804 shares; 2025Q4: 6,814 shares 6,814 $3.89M 0.51% +10 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,712 shares; 2024Q4: 28,869 shares; 2025Q1: 35,892 shares; 2025Q2: 38,316 shares; 2025Q3: 41,846 shares; 2025Q4: 51,333 shares 51,333 $3.89M 0.51% +9,487 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,248 shares; 2024Q4: 112,563 shares; 2025Q1: 120,853 shares; 2025Q2: 131,120 shares; 2025Q3: 196,458 shares; 2025Q4: 196,453 shares 196,453 $3.88M 0.51% -5 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,140 shares; 2024Q4: 10,597 shares; 2025Q1: 11,109 shares; 2025Q2: 11,300 shares; 2025Q3: 11,624 shares; 2025Q4: 11,664 shares 11,664 $3.76M 0.49% +40 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,971 shares; 2024Q4: 31,390 shares; 2025Q1: 44,114 shares; 2025Q2: 52,896 shares; 2025Q3: 59,768 shares; 2025Q4: 63,864 shares 63,864 $3.5M 0.46% +4,096 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,523 shares; 2025Q3: 45,195 shares; 2025Q4: 45,432 shares 45,432 $3.43M 0.45% +237 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,449 shares; 2024Q4: 80,888 shares; 2025Q1: 89,309 shares; 2025Q2: 87,359 shares; 2025Q3: 73,903 shares; 2025Q4: 71,903 shares 71,903 $3.38M 0.44% -2,000 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,849 shares; 2024Q4: 38,369 shares; 2025Q1: 36,680 shares; 2025Q2: 36,590 shares; 2025Q3: 37,010 shares; 2025Q4: 73,085 shares 73,085 $3.21M 0.42% +36,075 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 1,956 shares; 2025Q1: 2,304 shares; 2025Q2: 2,306 shares; 2025Q3: 7,838 shares; 2025Q4: 15,988 shares 15,988 $3.12M 0.41% +8,150 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,188 shares; 2024Q4: 7,721 shares; 2025Q1: 7,506 shares; 2025Q2: 7,226 shares; 2025Q3: 6,747 shares; 2025Q4: 6,786 shares 6,786 $3.05M 0.4% +39 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,225 shares; 2024Q4: 26,121 shares; 2025Q1: 25,879 shares; 2025Q2: 25,686 shares; 2025Q3: 25,091 shares; 2025Q4: 25,038 shares 25,038 $3.04M 0.4% -53 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,450 shares; 2024Q4: 70,060 shares; 2025Q1: 69,130 shares; 2025Q2: 79,289 shares; 2025Q3: 79,289 shares; 2025Q4: 76,814 shares 76,814 $3M 0.39% -2,475 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,763 shares; 2025Q1: 73,811 shares; 2025Q2: 78,936 shares; 2025Q3: 87,240 shares; 2025Q4: 91,123 shares 91,123 $2.91M 0.38% +3,883 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 5,780 shares; 2025Q1: 6,019 shares; 2025Q2: 6,466 shares; 2025Q3: 6,730 shares; 2025Q4: 7,320 shares 7,320 $2.9M 0.38% +590 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,341 shares; 2024Q4: 92,330 shares; 2025Q1: 85,954 shares; 2025Q2: 82,535 shares; 2025Q3: 66,810 shares; 2025Q4: 66,810 shares 66,810 $2.89M 0.38% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,332 shares; 2024Q4: 15,221 shares; 2025Q1: 26,385 shares; 2025Q2: 36,357 shares; 2025Q3: 40,694 shares; 2025Q4: 57,298 shares 57,298 $2.86M 0.37% +16,604 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,313 shares; 2024Q4: 49,282 shares; 2025Q1: 56,969 shares; 2025Q2: 62,642 shares; 2025Q3: 66,479 shares; 2025Q4: 72,934 shares 72,934 $2.79M 0.36% +6,455 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,943 shares; 2024Q4: 31,735 shares; 2025Q1: 31,904 shares; 2025Q2: 31,925 shares; 2025Q3: 31,280 shares; 2025Q4: 31,226 shares 31,226 $2.75M 0.36% -54 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,908 shares; 2024Q4: 13,420 shares; 2025Q1: 13,970 shares; 2025Q2: 17,186 shares; 2025Q3: 17,286 shares; 2025Q4: 17,756 shares 17,756 $2.71M 0.35% +470 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,408 shares; 2024Q4: 23,986 shares; 2025Q1: 23,234 shares; 2025Q2: 22,936 shares; 2025Q3: 22,851 shares; 2025Q4: 21,899 shares 21,899 $2.63M 0.34% -952 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,398 shares; 2024Q4: 28,199 shares; 2025Q1: 29,011 shares; 2025Q2: 29,012 shares; 2025Q3: 28,672 shares; 2025Q4: 28,448 shares 28,448 $2.6M 0.34% -224 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,221 shares; 2024Q4: 85,636 shares; 2025Q1: 97,217 shares; 2025Q2: 101,234 shares; 2025Q3: 117,377 shares; 2025Q4: 124,651 shares 124,651 $2.57M 0.34% +7,274 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,232 shares; 2025Q1: 16,897 shares; 2025Q2: 25,082 shares; 2025Q3: 30,811 shares; 2025Q4: 29,572 shares 29,572 $2.51M 0.33% -1,239 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,239 shares; 2025Q1: 2,459 shares; 2025Q2: 2,543 shares; 2025Q3: 2,589 shares; 2025Q4: 26,111 shares 26,111 $2.45M 0.32% +23,522 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,556 shares; 2024Q4: 43,319 shares; 2025Q1: 44,188 shares; 2025Q2: 44,663 shares; 2025Q3: 44,229 shares; 2025Q4: 44,448 shares 44,448 $2.44M 0.32% +219 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,007 shares; 2024Q4: 89,984 shares; 2025Q1: 84,677 shares; 2025Q2: 82,377 shares; 2025Q3: 81,871 shares; 2025Q4: 79,109 shares 79,109 $2.38M 0.31% -2,762 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,822 shares; 2024Q4: 25,822 shares; 2025Q1: 56,407 shares; 2025Q2: 58,032 shares; 2025Q3: 59,068 shares; 2025Q4: 52,392 shares 52,392 $2.35M 0.31% -6,676 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,940 shares; 2024Q4: 29,361 shares; 2025Q1: 30,160 shares; 2025Q2: 29,756 shares; 2025Q3: 29,579 shares; 2025Q4: 29,313 shares 29,313 $2.35M 0.31% -266 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,720 shares; 2024Q4: 13,155 shares; 2025Q1: 19,129 shares; 2025Q2: 19,709 shares; 2025Q3: 21,573 shares; 2025Q4: 28,505 shares 28,505 $2.17M 0.28% +6,932 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 5,986 shares; 2025Q1: 7,147 shares; 2025Q2: 7,345 shares; 2025Q3: 21,396 shares; 2025Q4: 28,694 shares 28,694 $2.16M 0.28% +7,298 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,738 shares; 2025Q1: 2,738 shares; 2025Q2: 2,738 shares; 2025Q3: 2,738 shares; 2025Q4: 2,797 shares 2,797 $2.11M 0.28% +59 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,322 shares; 2024Q4: 10,990 shares; 2025Q1: 9,304 shares; 2025Q2: 9,373 shares; 2025Q3: 9,640 shares; 2025Q4: 9,173 shares 9,173 $2.1M 0.27% -467 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,268 shares; 2024Q4: 3,940 shares; 2025Q1: 3,437 shares; 2025Q2: 3,448 shares; 2025Q3: 3,473 shares; 2025Q4: 3,483 shares 3,483 $2M 0.26% +10 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 4,523 shares; 2025Q1: 4,361 shares; 2025Q2: 4,424 shares; 2025Q3: 4,174 shares; 2025Q4: 4,088 shares 4,088 $1.99M 0.26% -86 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,783 shares; 2024Q4: 17,363 shares; 2025Q1: 17,410 shares; 2025Q2: 18,324 shares; 2025Q3: 19,720 shares; 2025Q4: 19,199 shares 19,199 $1.96M 0.26% -521 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,985 shares; 2025Q1: 19,335 shares; 2025Q2: 22,915 shares; 2025Q3: 24,885 shares; 2025Q4: 24,885 shares 24,885 $1.88M 0.25% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,698 shares; 2024Q4: 16,906 shares; 2025Q1: 16,779 shares; 2025Q2: 16,956 shares; 2025Q3: 16,712 shares; 2025Q4: 16,474 shares 16,474 $1.87M 0.25% -238 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,918 shares; 2024Q4: 17,310 shares; 2025Q1: 17,445 shares; 2025Q2: 17,377 shares; 2025Q3: 16,877 shares; 2025Q4: 16,882 shares 16,882 $1.87M 0.25% +5 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 6,632 shares; 2025Q1: 6,688 shares; 2025Q2: 7,126 shares; 2025Q3: 8,271 shares; 2025Q4: 8,434 shares 8,434 $1.79M 0.23% +163 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,080 shares; 2024Q4: 15,307 shares; 2025Q1: 15,121 shares; 2025Q2: 15,608 shares; 2025Q3: 15,870 shares; 2025Q4: 15,916 shares 15,916 $1.77M 0.23% +46 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,105 shares; 2024Q4: 9,675 shares; 2025Q1: 9,299 shares; 2025Q2: 8,226 shares; 2025Q3: 8,327 shares; 2025Q4: 8,348 shares 8,348 $1.73M 0.23% +21 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,753 shares; 2024Q4: 9,812 shares; 2025Q1: 9,767 shares; 2025Q2: 9,887 shares; 2025Q3: 11,075 shares; 2025Q4: 11,686 shares 11,686 $1.68M 0.22% +611 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,692 shares; 2024Q4: 8,712 shares; 2025Q1: 8,772 shares; 2025Q2: 8,823 shares; 2025Q3: 8,948 shares; 2025Q4: 8,739 shares 8,739 $1.67M 0.22% -209 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,326 shares; 2024Q4: 62,665 shares; 2025Q1: 67,011 shares; 2025Q2: 67,948 shares; 2025Q3: 66,487 shares; 2025Q4: 57,867 shares 57,867 $1.65M 0.22% -8,620 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,146 shares; 2025Q1: 4,981 shares; 2025Q2: 6,210 shares; 2025Q3: 6,432 shares; 2025Q4: 6,370 shares 6,370 $1.61M 0.21% -62 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,233 shares; 2024Q4: 9,275 shares; 2025Q1: 9,529 shares; 2025Q2: 9,620 shares; 2025Q3: 10,645 shares; 2025Q4: 11,383 shares 11,383 $1.61M 0.21% +738 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,487 shares; 2024Q4: 7,179 shares; 2025Q1: 7,400 shares; 2025Q2: 7,965 shares; 2025Q3: 8,304 shares; 2025Q4: 8,321 shares 8,321 $1.53M 0.2% +17 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,114 shares; 2024Q4: 27,394 shares; 2025Q1: 25,074 shares; 2025Q2: 24,541 shares; 2025Q3: 23,853 shares; 2025Q4: 22,305 shares 22,305 $1.52M 0.2% -1,548 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.2% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 2,490 shares; 2025Q1: 2,828 shares; 2025Q2: 2,934 shares; 2025Q3: 3,099 shares; 2025Q4: 3,112 shares 3,112 $1.46M 0.19% +13 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 4,999 shares; 2025Q1: 4,626 shares; 2025Q2: 4,590 shares; 2025Q3: 4,798 shares; 2025Q4: 4,892 shares 4,892 $1.45M 0.19% +94 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 3,188 shares; 2025Q1: 3,316 shares; 2025Q2: 3,556 shares; 2025Q3: 3,183 shares; 2025Q4: 2,963 shares 2,963 $1.42M 0.19% -220 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,358 shares; 2024Q4: 20,499 shares; 2025Q1: 20,277 shares; 2025Q2: 20,277 shares; 2025Q3: 21,185 shares; 2025Q4: 20,421 shares 20,421 $1.42M 0.19% -764 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,783 shares; 2024Q4: 52,748 shares; 2025Q1: 59,883 shares; 2025Q2: 61,883 shares; 2025Q3: 68,823 shares; 2025Q4: 75,223 shares 75,223 $1.42M 0.19% +6,400 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,410 shares; 2025Q1: 1,594 shares; 2025Q2: 1,643 shares; 2025Q3: 1,687 shares; 2025Q4: 1,607 shares 1,607 $1.39M 0.18% -80 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 6,021 shares; 2025Q1: 7,308 shares; 2025Q2: 7,900 shares; 2025Q3: 8,485 shares; 2025Q4: 7,775 shares 7,775 $1.38M 0.18% -710 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,638 shares; 2025Q1: 16,973 shares; 2025Q2: 16,973 shares; 2025Q3: 17,743 shares; 2025Q4: 17,743 shares 17,743 $1.36M 0.18% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,298 shares; 2024Q4: 11,129 shares; 2025Q1: 10,728 shares; 2025Q2: 10,602 shares; 2025Q3: 10,767 shares; 2025Q4: 9,437 shares 9,437 $1.35M 0.18% -1,330 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,868 shares; 2024Q4: 15,868 shares; 2025Q1: 15,868 shares; 2025Q2: 15,868 shares; 2025Q3: 16,588 shares; 2025Q4: 17,805 shares 17,805 $1.32M 0.17% +1,217 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,944 shares; 2024Q4: 13,017 shares; 2025Q1: 12,563 shares; 2025Q2: 15,322 shares; 2025Q3: 15,295 shares; 2025Q4: 14,727 shares 14,727 $1.3M 0.17% -568 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,830 shares; 2025Q4: 16,445 shares 16,445 $1.28M 0.17% +6,615 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 7,709 shares; 2025Q1: 7,940 shares; 2025Q2: 7,691 shares; 2025Q3: 7,727 shares; 2025Q4: 7,406 shares 7,406 $1.27M 0.17% -321 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,170 shares; 2025Q1: 17,633 shares; 2025Q2: 21,722 shares; 2025Q3: 29,582 shares; 2025Q4: 46,049 shares 46,049 $1.23M 0.16% +16,467 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 3,587 shares; 2025Q1: 3,953 shares; 2025Q2: 3,926 shares; 2025Q3: 3,930 shares; 2025Q4: 3,975 shares 3,975 $1.21M 0.16% +45 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,007 shares; 2024Q4: 12,973 shares; 2025Q1: 13,649 shares; 2025Q2: 14,204 shares; 2025Q3: 13,557 shares; 2025Q4: 27,070 shares 27,070 $1.21M 0.16% +13,513 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,575 shares; 2024Q4: 56,125 shares; 2025Q1: 57,016 shares; 2025Q2: 42,876 shares; 2025Q3: 42,326 shares; 2025Q4: 41,236 shares 41,236 $1.16M 0.15% -1,090 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,720 shares; 2024Q4: 26,720 shares; 2025Q1: 28,800 shares; 2025Q2: 28,800 shares; 2025Q3: 28,800 shares; 2025Q4: 28,045 shares 28,045 $1.14M 0.15% -755 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,717 shares; 2024Q4: 2,676 shares; 2025Q1: 2,694 shares; 2025Q2: 2,701 shares; 2025Q3: 3,198 shares; 2025Q4: 3,209 shares 3,209 $1.13M 0.15% +11 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,691 shares; 2024Q4: 12,236 shares; 2025Q1: 12,015 shares; 2025Q2: 13,476 shares; 2025Q3: 11,428 shares; 2025Q4: 10,698 shares 10,698 $1.13M 0.15% -730 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 4,578 shares; 2025Q1: 4,724 shares; 2025Q2: 4,731 shares; 2025Q3: 5,162 shares; 2025Q4: 5,300 shares 5,300 $1.11M 0.15% +138 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,239 shares; 2025Q1: 2,249 shares; 2025Q2: 2,272 shares; 2025Q3: 2,311 shares; 2025Q4: 2,299 shares 2,299 $1.11M 0.15% -12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,800 shares; 2024Q4: 17,987 shares; 2025Q1: 19,848 shares; 2025Q2: 20,606 shares; 2025Q3: 22,226 shares; 2025Q4: 23,094 shares 23,094 $1.09M 0.14% +868 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,050 shares; 2025Q4: 34,710 shares 34,710 $1.07M 0.14% +8,660 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 3,491 shares; 2025Q1: 7,581 shares; 2025Q2: 8,485 shares; 2025Q3: 8,485 shares; 2025Q4: 8,500 shares 8,500 $1.05M 0.14% +15 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,815 shares; 2024Q4: 4,951 shares; 2025Q1: 5,073 shares; 2025Q2: 5,204 shares; 2025Q3: 5,275 shares; 2025Q4: 5,567 shares 5,567 $1.02M 0.13% +292 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,520 shares; 2024Q4: 9,515 shares; 2025Q1: 9,515 shares; 2025Q2: 9,515 shares; 2025Q3: 10,580 shares; 2025Q4: 17,400 shares 17,400 $1.01M 0.13% +6,820 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,685 shares; 2024Q4: 12,560 shares; 2025Q1: 12,433 shares; 2025Q2: 12,083 shares; 2025Q3: 11,758 shares; 2025Q4: 22,957 shares 22,957 $980K 0.13% +11,199 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,655 shares; 2024Q4: 30,555 shares; 2025Q1: 26,170 shares; 2025Q2: 24,770 shares; 2025Q3: 23,270 shares; 2025Q4: 23,270 shares 23,270 $975K 0.13% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,195 shares; 2024Q4: 25,195 shares; 2025Q1: 26,997 shares; 2025Q2: 24,193 shares; 2025Q3: 24,193 shares; 2025Q4: 24,193 shares 24,193 $958K 0.13% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,333 shares; 2024Q4: 18,451 shares; 2025Q1: 16,822 shares; 2025Q2: 14,142 shares; 2025Q3: 15,547 shares; 2025Q4: 16,242 shares 16,242 $954K 0.12% +695 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,185 shares; 2024Q4: 40,185 shares; 2025Q1: 40,185 shares; 2025Q2: 37,685 shares; 2025Q3: 35,685 shares; 2025Q4: 34,835 shares 34,835 $933K 0.12% -850 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,770 shares; 2024Q4: 14,027 shares; 2025Q1: 13,880 shares; 2025Q2: 13,716 shares; 2025Q3: 13,566 shares; 2025Q4: 13,293 shares 13,293 $929K 0.12% -273 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,062 shares; 2024Q4: 11,278 shares; 2025Q1: 11,478 shares; 2025Q2: 11,370 shares; 2025Q3: 11,712 shares; 2025Q4: 11,719 shares 11,719 $903K 0.12% +7 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,143 shares; 2024Q4: 9,143 shares; 2025Q1: 18,664 shares; 2025Q2: 18,639 shares; 2025Q3: 18,639 shares; 2025Q4: 19,240 shares 19,240 $896K 0.12% +601 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,053 shares; 2024Q4: 7,528 shares; 2025Q1: 7,016 shares; 2025Q2: 6,631 shares; 2025Q3: 6,803 shares; 2025Q4: 6,124 shares 6,124 $879K 0.12% -679 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 9,083 shares; 2025Q1: 9,142 shares; 2025Q2: 9,215 shares; 2025Q3: 9,271 shares; 2025Q4: 9,320 shares 9,320 $878K 0.11% +49 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,403 shares; 2024Q4: 10,356 shares; 2025Q1: 8,851 shares; 2025Q2: 8,921 shares; 2025Q3: 8,528 shares; 2025Q4: 9,578 shares 9,578 $857K 0.11% +1,050 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,404 shares; 2024Q4: 14,404 shares; 2025Q1: 11,639 shares; 2025Q2: 11,639 shares; 2025Q3: 16,939 shares; 2025Q4: 16,939 shares 16,939 $848K 0.11% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 3,958 shares; 2025Q1: 3,842 shares; 2025Q2: 3,617 shares; 2025Q3: 3,153 shares; 2025Q4: 2,932 shares 2,932 $844K 0.11% -221 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,750 shares; 2025Q4: 15,845 shares 15,845 $836K 0.11% +8,095 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,825 shares; 2025Q1: 48,960 shares; 2025Q2: 49,960 shares; 2025Q3: 49,240 shares; 2025Q4: 49,240 shares 49,240 $833K 0.11% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,290 shares; 2025Q1: 3,351 shares; 2025Q2: 3,347 shares; 2025Q3: 3,302 shares; 2025Q4: 3,248 shares 3,248 $800K 0.1% -54 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,096 shares; 2024Q4: 23,370 shares; 2025Q1: 23,385 shares; 2025Q2: 23,035 shares; 2025Q3: 22,857 shares; 2025Q4: 22,871 shares 22,871 $793K 0.1% +14 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,242 shares; 2025Q1: 3,232 shares; 2025Q2: 3,232 shares; 2025Q3: 3,207 shares; 2025Q4: 3,130 shares 3,130 $783K 0.1% -77 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 4,131 shares; 2025Q1: 3,731 shares; 2025Q2: 3,631 shares; 2025Q3: 3,632 shares; 2025Q4: 3,603 shares 3,603 $773K 0.1% -29 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,873 shares 20,873 $764K 0.1% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 2,981 shares; 2025Q1: 2,883 shares; 2025Q2: 2,863 shares; 2025Q3: 2,449 shares; 2025Q4: 2,278 shares 2,278 $752K 0.1% -171 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,572 shares; 2024Q4: 5,707 shares; 2025Q1: 5,707 shares; 2025Q2: 5,907 shares; 2025Q3: 8,404 shares; 2025Q4: 13,099 shares 13,099 $750K 0.1% +4,695 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,964 shares; 2025Q1: 1,996 shares; 2025Q2: 2,066 shares; 2025Q3: 2,391 shares; 2025Q4: 2,430 shares 2,430 $749K 0.1% +39 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 3,290 shares; 2025Q1: 3,239 shares; 2025Q2: 3,439 shares; 2025Q3: 3,351 shares; 2025Q4: 3,440 shares 3,440 $747K 0.1% +89 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 780 shares; 2025Q1: 790 shares; 2025Q2: 820 shares; 2025Q3: 839 shares; 2025Q4: 849 shares 849 $746K 0.1% +10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,930 shares; 2024Q4: 25,930 shares; 2025Q1: 24,930 shares; 2025Q2: 24,830 shares; 2025Q3: 18,555 shares; 2025Q4: 18,555 shares 18,555 $741K 0.1% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 16,605 shares; 2025Q4: 16,605 shares 16,605 $726K 0.09% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,735 shares; 2025Q1: 6,492 shares; 2025Q2: 6,975 shares; 2025Q3: 7,025 shares; 2025Q4: 11,254 shares 11,254 $703K 0.09% +4,229 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,113 shares; 2025Q1: 15,215 shares; 2025Q2: 13,543 shares; 2025Q3: 13,543 shares; 2025Q4: 13,543 shares 13,543 $701K 0.09% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 3,746 shares; 2025Q1: 6,288 shares; 2025Q2: 8,056 shares; 2025Q3: 8,559 shares; 2025Q4: 8,483 shares 8,483 $693K 0.09% -76 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,154 shares; 2024Q4: 25,154 shares; 2025Q1: 22,915 shares; 2025Q2: 22,665 shares; 2025Q3: 22,665 shares; 2025Q4: 20,040 shares 20,040 $672K 0.09% -2,625 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,364 shares; 2025Q1: 2,308 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,012 shares 2,012 $659K 0.09% -128 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,372 shares; 2024Q4: 7,372 shares; 2025Q1: 10,087 shares; 2025Q2: 10,087 shares; 2025Q3: 9,437 shares; 2025Q4: 9,437 shares 9,437 $657K 0.09% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,309 shares; 2025Q1: 4,257 shares; 2025Q2: 4,272 shares; 2025Q3: 3,613 shares; 2025Q4: 3,332 shares 3,332 $650K 0.09% -281 Timeline DDTO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,914 shares 29,914 $648K 0.08% new Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,672 shares; 2024Q4: 9,672 shares; 2025Q1: 9,172 shares; 2025Q2: 9,172 shares; 2025Q3: 8,672 shares; 2025Q4: 8,672 shares 8,672 $630K 0.08% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 553 shares; 2025Q1: 550 shares; 2025Q2: 779 shares; 2025Q3: 760 shares; 2025Q4: 763 shares 763 $626K 0.08% +3 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,200 shares 8,200 $620K 0.08% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,126 shares; 2025Q1: 2,129 shares; 2025Q2: 2,129 shares; 2025Q3: 2,130 shares; 2025Q4: 4,209 shares 4,209 $606K 0.08% +2,079 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,807 shares; 2024Q4: 5,182 shares; 2025Q1: 4,968 shares; 2025Q2: 5,133 shares; 2025Q3: 5,473 shares; 2025Q4: 4,836 shares 4,836 $606K 0.08% -637 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,973 shares; 2025Q2: 6,973 shares; 2025Q3: 6,973 shares; 2025Q4: 8,121 shares 8,121 $597K 0.08% +1,148 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,179 shares; 2024Q4: 12,179 shares; 2025Q1: 12,179 shares; 2025Q2: 10,919 shares; 2025Q3: 10,919 shares; 2025Q4: 10,919 shares 10,919 $586K 0.08% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,824 shares; 2025Q1: 9,114 shares; 2025Q2: 9,539 shares; 2025Q3: 11,080 shares; 2025Q4: 11,973 shares 11,973 $569K 0.07% +893 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,708 shares 9,708 $564K 0.07% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,550 shares; 2024Q4: 9,550 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,100 shares; 2025Q4: 12,150 shares 12,150 $558K 0.07% +4,050 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 5,199 shares; 2025Q1: 8,703 shares; 2025Q2: 8,747 shares; 2025Q3: 9,415 shares; 2025Q4: 9,645 shares 9,645 $556K 0.07% +230 Timeline VUSV VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,842 shares 8,842 $554K 0.07% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,177 shares; 2025Q1: 1,178 shares; 2025Q2: 1,184 shares; 2025Q3: 1,185 shares; 2025Q4: 1,188 shares 1,188 $553K 0.07% +3 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 6,425 shares; 2025Q1: 6,534 shares; 2025Q2: 6,434 shares; 2025Q3: 6,334 shares; 2025Q4: 6,794 shares 6,794 $551K 0.07% +460 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 4,331 shares; 2025Q1: 4,309 shares; 2025Q2: 4,679 shares; 2025Q3: 4,699 shares; 2025Q4: 9,515 shares 9,515 $551K 0.07% +4,816 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,698 shares; 2025Q1: 4,602 shares; 2025Q2: 4,617 shares; 2025Q3: 4,532 shares; 2025Q4: 5,702 shares 5,702 $534K 0.07% +1,170 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 5,294 shares; 2025Q1: 5,494 shares; 2025Q2: 5,489 shares; 2025Q3: 5,414 shares; 2025Q4: 5,414 shares 5,414 $525K 0.07% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,628 shares; 2024Q4: 4,628 shares; 2025Q1: 4,628 shares; 2025Q2: 4,628 shares; 2025Q3: 4,628 shares; 2025Q4: 4,628 shares 4,628 $517K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 9,050 shares; 2025Q1: 7,550 shares; 2025Q2: 10,215 shares; 2025Q3: 10,215 shares; 2025Q4: 10,115 shares 10,115 $513K 0.07% -100 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,100 shares; 2025Q1: 4,090 shares; 2025Q2: 4,240 shares; 2025Q3: 4,190 shares; 2025Q4: 4,215 shares 4,215 $513K 0.07% +25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,145 shares; 2025Q4: 6,595 shares 6,595 $512K 0.07% +450 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,865 shares; 2025Q3: 1,741 shares; 2025Q4: 1,765 shares 1,765 $504K 0.07% +24 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: 13,065 shares; 2025Q1: 12,768 shares; 2025Q2: 14,444 shares; 2025Q3: 14,630 shares; 2025Q4: 16,269 shares 16,269 $504K 0.07% +1,639 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,295 shares; 2024Q4: 3,388 shares; 2025Q1: 3,388 shares; 2025Q2: 3,122 shares; 2025Q3: 3,044 shares; 2025Q4: 3,114 shares 3,114 $499K 0.07% +70 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,104 shares; 2025Q1: 1,557 shares; 2025Q2: 1,586 shares; 2025Q3: 1,678 shares; 2025Q4: 1,593 shares 1,593 $484K 0.06% -85 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,468 shares; 2024Q4: 12,468 shares; 2025Q1: 12,468 shares; 2025Q2: 10,209 shares; 2025Q3: 10,209 shares; 2025Q4: 10,209 shares 10,209 $479K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,227 shares; 2024Q4: 15,797 shares; 2025Q1: 15,797 shares; 2025Q2: 15,797 shares; 2025Q3: 15,797 shares; 2025Q4: 15,797 shares 15,797 $478K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,648 shares; 2024Q4: 8,148 shares; 2025Q1: 10,743 shares; 2025Q2: 10,743 shares; 2025Q3: 10,743 shares; 2025Q4: 9,593 shares 9,593 $467K 0.06% -1,150 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,635 shares; 2025Q1: 14,048 shares; 2025Q2: 14,431 shares; 2025Q3: 14,457 shares; 2025Q4: 14,542 shares 14,542 $466K 0.06% +85 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,484 shares; 2024Q4: 10,484 shares; 2025Q1: 10,484 shares; 2025Q2: 9,949 shares; 2025Q3: 9,749 shares; 2025Q4: 8,450 shares 8,450 $465K 0.06% -1,299 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,315 shares; 2025Q1: 13,605 shares; 2025Q2: 13,605 shares; 2025Q3: 12,535 shares; 2025Q4: 12,535 shares 12,535 $462K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,032 shares; 2024Q4: 21,891 shares; 2025Q1: 18,726 shares; 2025Q2: 17,106 shares; 2025Q3: 16,392 shares; 2025Q4: 14,481 shares 14,481 $461K 0.06% -1,911 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 753 shares; 2025Q4: 753 shares 753 $454K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,765 shares; 2025Q4: 8,803 shares 8,803 $454K 0.06% +38 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 2,840 shares; 2025Q1: 2,962 shares; 2025Q2: 3,009 shares; 2025Q3: 2,995 shares; 2025Q4: 2,932 shares 2,932 $454K 0.06% -63 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,150 shares; 2024Q4: 59,091 shares; 2025Q1: 13,040 shares; 2025Q2: 12,540 shares; 2025Q3: 13,365 shares; 2025Q4: 15,241 shares 15,241 $450K 0.06% +1,876 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,757 shares; 2025Q4: 2,099 shares 2,099 $450K 0.06% +342 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,793 shares; 2025Q2: 16,066 shares; 2025Q3: 16,066 shares; 2025Q4: 16,066 shares 16,066 $432K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 5,025 shares; 2025Q1: 5,025 shares; 2025Q2: 5,041 shares; 2025Q3: 5,046 shares; 2025Q4: 5,033 shares 5,033 $431K 0.06% -13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,010 shares; 2025Q3: 12,910 shares; 2025Q4: 10,755 shares 10,755 $430K 0.06% -2,155 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,917 shares; 2025Q1: 3,879 shares; 2025Q2: 4,402 shares; 2025Q3: 4,553 shares; 2025Q4: 4,600 shares 4,600 $429K 0.06% +47 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 2,593 shares; 2025Q1: 2,787 shares; 2025Q2: 2,875 shares; 2025Q3: 2,856 shares; 2025Q4: 2,770 shares 2,770 $427K 0.06% -86 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,324 shares; 2025Q1: 2,559 shares; 2025Q2: 2,599 shares; 2025Q3: 2,548 shares; 2025Q4: 1,757 shares 1,757 $424K 0.06% -791 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,085 shares; 2024Q4: 14,043 shares; 2025Q1: 14,050 shares; 2025Q2: 15,572 shares; 2025Q3: 16,012 shares; 2025Q4: 18,151 shares 18,151 $424K 0.06% +2,139 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 9,635 shares; 2025Q1: 8,870 shares; 2025Q2: 8,420 shares; 2025Q3: 8,420 shares; 2025Q4: 8,420 shares 8,420 $417K 0.05% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,082 shares; 2025Q2: 8,082 shares; 2025Q3: 8,082 shares; 2025Q4: 8,082 shares 8,082 $403K 0.05% 0 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,639 shares; 2025Q1: 2,654 shares; 2025Q2: 2,754 shares; 2025Q3: 2,797 shares; 2025Q4: 5,714 shares 5,714 $402K 0.05% +2,917 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,041 shares; 2025Q3: 1,074 shares; 2025Q4: 1,084 shares 1,084 $401K 0.05% +10 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 3,360 shares; 2025Q1: 3,360 shares; 2025Q2: 3,376 shares; 2025Q3: 3,467 shares; 2025Q4: 3,389 shares 3,389 $397K 0.05% -78 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,921 shares; 2025Q2: 13,022 shares; 2025Q3: 13,022 shares; 2025Q4: 14,567 shares 14,567 $396K 0.05% +1,545 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,886 shares 1,886 $394K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 349 shares; 2025Q1: 384 shares; 2025Q2: 380 shares; 2025Q3: 388 shares; 2025Q4: 359 shares 359 $384K 0.05% -29 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,799 shares 4,799 $383K 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,538 shares; 2025Q3: 2,553 shares; 2025Q4: 2,350 shares 2,350 $381K 0.05% -203 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,617 shares; 2025Q1: 2,749 shares; 2025Q2: 2,550 shares; 2025Q3: 2,553 shares; 2025Q4: 2,426 shares 2,426 $376K 0.05% -127 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,235 shares; 2024Q4: 9,135 shares; 2025Q1: 7,635 shares; 2025Q2: 7,635 shares; 2025Q3: 7,385 shares; 2025Q4: 6,810 shares 6,810 $374K 0.05% -575 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 545 shares; 2025Q4: 569 shares 569 $372K 0.05% +24 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,480 shares; 2024Q4: 9,255 shares; 2025Q1: 9,255 shares; 2025Q2: 9,005 shares; 2025Q3: 8,855 shares; 2025Q4: 8,355 shares 8,355 $371K 0.05% -500 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,754 shares; 2024Q4: 7,581 shares; 2025Q1: 7,297 shares; 2025Q2: 7,268 shares; 2025Q3: 4,807 shares; 2025Q4: 3,744 shares 3,744 $371K 0.05% -1,063 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,800 shares; 2025Q1: 11,300 shares; 2025Q2: 11,055 shares; 2025Q3: 10,892 shares; 2025Q4: 10,393 shares 10,393 $364K 0.05% -499 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,076 shares; 2024Q4: 4,106 shares; 2025Q1: 4,106 shares; 2025Q2: 3,776 shares; 2025Q3: 3,777 shares; 2025Q4: 3,778 shares 3,778 $364K 0.05% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares 338 $362K 0.05% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 671 shares; 2025Q3: 680 shares; 2025Q4: 707 shares 707 $361K 0.05% +27 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,213 shares; 2025Q1: 1,214 shares; 2025Q2: 1,197 shares; 2025Q3: 1,222 shares; 2025Q4: 1,726 shares 1,726 $360K 0.05% +504 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 2,727 shares; 2025Q1: 2,727 shares; 2025Q2: 2,727 shares; 2025Q3: 2,697 shares; 2025Q4: 2,697 shares 2,697 $355K 0.05% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,864 shares; 2025Q1: 2,529 shares; 2025Q2: 2,504 shares; 2025Q3: 2,454 shares; 2025Q4: 2,376 shares 2,376 $353K 0.05% -78 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,575 shares; 2024Q4: 4,650 shares; 2025Q1: 4,771 shares; 2025Q2: 4,571 shares; 2025Q3: 4,471 shares; 2025Q4: 4,471 shares 4,471 $350K 0.05% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 6,847 shares; 2025Q1: 6,615 shares; 2025Q2: 6,568 shares; 2025Q3: 6,577 shares; 2025Q4: 6,386 shares 6,386 $350K 0.05% -191 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,620 shares; 2024Q4: 10,620 shares; 2025Q1: 10,620 shares; 2025Q2: 10,620 shares; 2025Q3: 10,620 shares; 2025Q4: 10,120 shares 10,120 $341K 0.04% -500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares 13,500 $338K 0.04% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 2,448 shares; 2025Q1: 2,628 shares; 2025Q2: 2,448 shares; 2025Q3: 2,448 shares; 2025Q4: 2,448 shares 2,448 $335K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,946 shares; 2025Q1: 3,491 shares; 2025Q2: 3,769 shares; 2025Q3: 3,816 shares; 2025Q4: 3,406 shares 3,406 $325K 0.04% -410 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 937 shares; 2025Q1: 937 shares; 2025Q2: 943 shares; 2025Q3: 960 shares; 2025Q4: 962 shares 962 $324K 0.04% +2 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,955 shares; 2024Q4: 15,680 shares; 2025Q1: 13,820 shares; 2025Q2: 13,953 shares; 2025Q3: 13,903 shares; 2025Q4: 13,054 shares 13,054 $318K 0.04% -849 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 5,600 shares; 2025Q1: 5,700 shares; 2025Q2: 5,575 shares; 2025Q3: 5,400 shares; 2025Q4: 5,200 shares 5,200 $313K 0.04% -200 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: 668 shares; 2025Q1: 461 shares; 2025Q2: 471 shares; 2025Q3: 732 shares; 2025Q4: 727 shares 727 $310K 0.04% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,863 shares; 2024Q4: 4,138 shares; 2025Q1: 4,188 shares; 2025Q2: 4,150 shares; 2025Q3: 4,149 shares; 2025Q4: 3,856 shares 3,856 $310K 0.04% -293 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,297 shares; 2024Q4: 4,301 shares; 2025Q1: 4,305 shares; 2025Q2: 4,305 shares; 2025Q3: 4,305 shares; 2025Q4: 4,305 shares 4,305 $307K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,176 shares; 2025Q1: 1,155 shares; 2025Q2: 1,183 shares; 2025Q3: 1,180 shares; 2025Q4: 1,137 shares 1,137 $301K 0.04% -43 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,132 shares; 2025Q3: 1,151 shares; 2025Q4: 1,030 shares 1,030 $299K 0.04% -121 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,695 shares; 2024Q4: 7,695 shares; 2025Q1: 7,695 shares; 2025Q2: 7,695 shares; 2025Q3: 7,695 shares; 2025Q4: 7,695 shares 7,695 $298K 0.04% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,450 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $296K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 3,430 shares; 2025Q1: 3,030 shares; 2025Q2: 2,894 shares; 2025Q3: 2,943 shares; 2025Q4: 2,946 shares 2,946 $294K 0.04% +3 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,620 shares; 2025Q1: not reported; 2025Q2: 1,866 shares; 2025Q3: 2,028 shares; 2025Q4: 1,828 shares 1,828 $294K 0.04% -200 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,801 shares; 2025Q1: 1,803 shares; 2025Q2: 1,812 shares; 2025Q3: 1,830 shares; 2025Q4: 1,805 shares 1,805 $294K 0.04% -25 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,258 shares; 2025Q4: 3,316 shares 3,316 $290K 0.04% +58 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,643 shares; 2025Q1: 3,337 shares; 2025Q2: 3,338 shares; 2025Q3: 3,439 shares; 2025Q4: 3,440 shares 3,440 $284K 0.04% +1 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,134 shares; 2025Q1: 1,089 shares; 2025Q2: 1,189 shares; 2025Q3: 1,113 shares; 2025Q4: 979 shares 979 $283K 0.04% -134 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,408 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,193 shares; 2025Q4: 2,193 shares 2,193 $283K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,025 shares; 2024Q4: 6,025 shares; 2025Q1: 6,025 shares; 2025Q2: 6,965 shares; 2025Q3: 6,965 shares; 2025Q4: 6,025 shares 6,025 $282K 0.04% -940 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,217 shares; 2025Q2: 2,217 shares; 2025Q3: 2,217 shares; 2025Q4: 2,217 shares 2,217 $279K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,795 shares; 2025Q4: 9,415 shares 9,415 $279K 0.04% +1,620 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: not reported; 2025Q1: 941 shares; 2025Q2: 946 shares; 2025Q3: 961 shares; 2025Q4: 958 shares 958 $277K 0.04% -3 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,900 shares; 2025Q3: 3,400 shares; 2025Q4: 3,530 shares 3,530 $275K 0.04% +130 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,378 shares; 2024Q4: 6,170 shares; 2025Q1: 6,639 shares; 2025Q2: 6,155 shares; 2025Q3: 6,155 shares; 2025Q4: 6,155 shares 6,155 $274K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,311 shares; 2025Q1: not reported; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares; 2025Q4: 1,231 shares 1,231 $272K 0.04% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 2,485 shares; 2025Q2: 2,485 shares; 2025Q3: 2,410 shares; 2025Q4: 2,410 shares 2,410 $269K 0.04% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 6,053 shares; 2025Q1: 5,692 shares; 2025Q2: 5,214 shares; 2025Q3: 6,085 shares; 2025Q4: 6,180 shares 6,180 $269K 0.04% +95 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,584 shares; 2024Q4: 7,786 shares; 2025Q1: 7,484 shares; 2025Q2: 7,484 shares; 2025Q3: 7,484 shares; 2025Q4: 7,634 shares 7,634 $265K 0.03% +150 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: 3,605 shares; 2025Q1: 3,605 shares; 2025Q2: 3,605 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares 3,605 $265K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,282 shares; 2025Q4: 4,477 shares 4,477 $262K 0.03% +195 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,551 shares; 2025Q2: 2,505 shares; 2025Q3: 2,547 shares; 2025Q4: 2,207 shares 2,207 $256K 0.03% -340 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,180 shares; 2025Q3: 8,180 shares; 2025Q4: 8,180 shares 8,180 $252K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: not reported; 2025Q1: 2,515 shares; 2025Q2: 2,527 shares; 2025Q3: 2,577 shares; 2025Q4: 2,580 shares 2,580 $248K 0.03% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 1,339 shares; 2025Q1: 1,364 shares; 2025Q2: 1,444 shares; 2025Q3: 1,215 shares; 2025Q4: 1,083 shares 1,083 $245K 0.03% -132 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 2,125 shares 2,125 $242K 0.03% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 118 shares; 2025Q4: 120 shares 120 $242K 0.03% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 2,203 shares; 2025Q1: 2,203 shares; 2025Q2: 2,203 shares; 2025Q3: 2,053 shares; 2025Q4: 2,053 shares 2,053 $242K 0.03% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,663 shares; 2024Q4: 19,411 shares; 2025Q1: 17,090 shares; 2025Q2: 17,279 shares; 2025Q3: 17,552 shares; 2025Q4: 18,327 shares 18,327 $240K 0.03% +775 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,245 shares 5,245 $240K 0.03% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 538 shares; 2025Q1: 557 shares; 2025Q2: 542 shares; 2025Q3: 568 shares; 2025Q4: 683 shares 683 $239K 0.03% +115 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,256 shares; 2025Q4: 4,534 shares 4,534 $239K 0.03% +2,278 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,999 shares; 2024Q4: 2,999 shares; 2025Q1: 2,999 shares; 2025Q2: 2,797 shares; 2025Q3: 2,883 shares; 2025Q4: 2,733 shares 2,733 $238K 0.03% -150 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,288 shares; 2025Q4: 1,316 shares 1,316 $234K 0.03% +28 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $233K 0.03% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 650 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $232K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 9,450 shares; 2025Q1: 9,575 shares; 2025Q2: 9,450 shares; 2025Q3: 9,450 shares; 2025Q4: 9,325 shares 9,325 $231K 0.03% -125 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 6,125 shares; 2025Q1: 6,125 shares; 2025Q2: 5,825 shares; 2025Q3: 5,825 shares; 2025Q4: 5,825 shares 5,825 $231K 0.03% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 843 shares; 2025Q1: 879 shares; 2025Q2: 837 shares; 2025Q3: 824 shares; 2025Q4: 824 shares 824 $230K 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,958 shares 1,958 $228K 0.03% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 975 shares; 2025Q4: 975 shares 975 $224K 0.03% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 389 shares; 2025Q4: 391 shares 391 $223K 0.03% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,400 shares; 2025Q4: 8,400 shares 8,400 $223K 0.03% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,061 shares 3,061 $219K 0.03% new Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,696 shares 5,696 $215K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,800 shares; 2025Q2: not reported; 2025Q3: 4,968 shares; 2025Q4: 4,503 shares 4,503 $215K 0.03% -465 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 2,948 shares; 2025Q1: 2,948 shares; 2025Q2: 2,898 shares; 2025Q3: 2,849 shares; 2025Q4: 2,558 shares 2,558 $214K 0.03% -291 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,129 shares 3,129 $210K 0.03% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 835 shares 835 $210K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 2,810 shares; 2025Q1: 2,810 shares; 2025Q2: 2,837 shares; 2025Q3: 2,850 shares; 2025Q4: 2,481 shares 2,481 $209K 0.03% -369 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,142 shares; 2024Q4: 23,210 shares; 2025Q1: 21,240 shares; 2025Q2: 20,311 shares; 2025Q3: 20,381 shares; 2025Q4: 20,452 shares 20,452 $204K 0.03% +71 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,007 shares; 2025Q3: 6,225 shares; 2025Q4: 6,231 shares 6,231 $204K 0.03% +6 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,819 shares; 2024Q4: 10,911 shares; 2025Q1: 10,428 shares; 2025Q2: 9,813 shares; 2025Q3: 9,004 shares; 2025Q4: 8,127 shares 8,127 $202K 0.03% -877 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,500 shares 9,500 $201K 0.03% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,132 shares; 2025Q1: 1,401 shares; 2025Q2: 1,198 shares; 2025Q3: 1,241 shares; 2025Q4: 913 shares 913 $201K 0.03% -328 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,782 shares; 2025Q3: 17,782 shares; 2025Q4: 17,782 shares 17,782 $53.5K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,903 shares; 2024Q4: 12,903 shares; 2025Q1: 12,903 shares; 2025Q2: 12,903 shares; 2025Q3: 12,903 shares; 2025Q4: 12,903 shares 12,903 $52.8K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $32.9K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $11.2K <0.01% 0 Timeline