VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,972 shares; 2024Q4: 178,443 shares; 2025Q1: 188,782 shares; 2025Q2: 178,008 shares; 2025Q3: 177,541 shares 177,541 $110M 17.22% -467 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408,794 shares; 2024Q4: 1,802,695 shares; 2025Q1: 1,807,641 shares; 2025Q2: 1,930,818 shares; 2025Q3: 1,999,630 shares 1,999,630 $99.4M 15.62% +68,812 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,037 shares; 2024Q4: 171,770 shares; 2025Q1: 186,826 shares; 2025Q2: 169,430 shares; 2025Q3: 171,081 shares 171,081 $83.2M 13.08% +1,651 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 431,560 shares; 2025Q1: 917,926 shares; 2025Q2: 1,421,212 shares; 2025Q3: 1,477,574 shares 1,477,574 $74.8M 11.75% +56,362 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,755 shares; 2024Q4: 252,696 shares; 2025Q1: 257,809 shares; 2025Q2: 254,185 shares; 2025Q3: 261,047 shares 261,047 $48.6M 7.63% +6,862 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980,394 shares; 2024Q4: 1,860,248 shares; 2025Q1: 1,771,899 shares; 2025Q2: 1,759,046 shares; 2025Q3: 1,806,857 shares 1,806,857 $45.3M 7.12% +47,811 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,185 shares; 2024Q4: 138,643 shares; 2025Q1: 142,748 shares; 2025Q2: 134,724 shares; 2025Q3: 137,804 shares 137,804 $29.9M 4.7% +3,080 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722,659 shares; 2024Q4: 1,445,109 shares; 2025Q1: 1,289,342 shares; 2025Q2: 917,431 shares; 2025Q3: 950,856 shares 950,856 $27.8M 4.37% +33,425 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090,108 shares; 2024Q4: 1,050,079 shares; 2025Q1: 538,227 shares; 2025Q2: 520,833 shares; 2025Q3: 530,010 shares 530,010 $24.5M 3.85% +9,177 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,893 shares; 2024Q4: 64,025 shares; 2025Q1: 69,492 shares; 2025Q2: 63,995 shares; 2025Q3: 62,391 shares 62,391 $18.3M 2.87% -1,604 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,952 shares; 2024Q4: 70,807 shares; 2025Q1: 78,887 shares; 2025Q2: 74,542 shares; 2025Q3: 71,279 shares 71,279 $18.2M 2.86% -3,263 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,471 shares; 2024Q4: 80,579 shares; 2025Q1: 95,536 shares; 2025Q2: 79,397 shares; 2025Q3: 48,614 shares 48,614 $12.4M 1.94% -30,783 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,089 shares; 2025Q3: 121,186 shares 121,186 $9.76M 1.53% +5,097 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,697 shares; 2024Q4: 78,139 shares; 2025Q1: 78,223 shares; 2025Q2: 72,091 shares; 2025Q3: 72,420 shares 72,420 $4.82M 0.76% +329 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,685 shares; 2024Q4: 16,685 shares; 2025Q1: 16,685 shares; 2025Q2: 16,685 shares; 2025Q3: 16,685 shares 16,685 $4.04M 0.64% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 4,059 shares; 2025Q1: 4,063 shares; 2025Q2: 4,049 shares; 2025Q3: 4,070 shares 4,070 $2.13M 0.33% +21 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,115 shares; 2024Q4: 7,075 shares; 2025Q1: 11,833 shares; 2025Q2: 10,926 shares; 2025Q3: 10,891 shares 10,891 $2.1M 0.33% -35 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,453 shares; 2025Q1: not reported; 2025Q2: 18,678 shares; 2025Q3: 19,881 shares 19,881 $2M 0.31% +1,203 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,707 shares; 2024Q4: 9,825 shares; 2025Q1: 9,994 shares; 2025Q2: 9,994 shares; 2025Q3: 9,994 shares 9,994 $1.91M 0.3% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,327 shares; 2025Q1: 2,417 shares; 2025Q2: 2,417 shares; 2025Q3: 2,428 shares 2,428 $1.78M 0.28% +11 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,040 shares; 2024Q4: 31,040 shares; 2025Q1: 31,040 shares; 2025Q2: 31,040 shares; 2025Q3: 31,040 shares 31,040 $1.41M 0.22% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 4,459 shares; 2025Q1: 6,799 shares; 2025Q2: 4,734 shares; 2025Q3: 5,238 shares 5,238 $1.19M 0.19% +504 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,988 shares; 2024Q4: 4,439 shares; 2025Q1: 4,662 shares; 2025Q2: 4,663 shares; 2025Q3: 4,712 shares 4,712 $1.14M 0.18% +49 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,704 shares; 2024Q4: 195,952 shares; 2025Q1: 215,140 shares; 2025Q2: 25,475 shares; 2025Q3: 25,187 shares 25,187 $1.12M 0.18% -288 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,491 shares; 2025Q1: 3,491 shares; 2025Q2: 3,471 shares; 2025Q3: 3,471 shares 3,471 $1.06M 0.17% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,380 shares; 2024Q4: 7,380 shares; 2025Q1: 7,261 shares; 2025Q2: 7,126 shares; 2025Q3: 7,126 shares 7,126 $980K 0.15% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 2,231 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares 2,170 $793K 0.12% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,544 shares; 2024Q4: 10,544 shares; 2025Q1: 10,544 shares; 2025Q2: 10,965 shares; 2025Q3: 10,545 shares 10,545 $619K 0.1% -420 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,657 shares; 2025Q1: 1,657 shares; 2025Q2: 1,643 shares; 2025Q3: 1,631 shares 1,631 $588K 0.09% -12 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,674 shares; 2025Q1: 1,674 shares; 2025Q2: 1,674 shares; 2025Q3: 1,722 shares 1,722 $569K 0.09% +48 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,722 shares; 2024Q4: 9,722 shares; 2025Q1: 9,723 shares; 2025Q2: 8,157 shares; 2025Q3: 8,198 shares 8,198 $435K 0.07% +41 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,254 shares; 2025Q1: 2,821 shares; 2025Q2: 2,767 shares; 2025Q3: 2,767 shares 2,767 $420K 0.07% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 886 shares; 2025Q3: 826 shares 826 $413K 0.06% -60 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $403K 0.06% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,291 shares; 2025Q1: 1,291 shares; 2025Q2: 1,291 shares; 2025Q3: 1,291 shares 1,291 $394K 0.06% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 2,213 shares; 2025Q3: 2,213 shares 2,213 $383K 0.06% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,272 shares; 2025Q1: 1,916 shares; 2025Q2: 1,916 shares; 2025Q3: 1,702 shares 1,702 $368K 0.06% -214 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,416 shares; 2025Q1: not reported; 2025Q2: 3,348 shares; 2025Q3: 3,296 shares 3,296 $363K 0.06% -52 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: 3,257 shares; 2025Q1: 3,257 shares; 2025Q2: 3,257 shares; 2025Q3: 3,257 shares 3,257 $361K 0.06% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,685 shares; 2025Q3: 2,870 shares 2,870 $303K 0.05% +185 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,031 shares; 2025Q3: 1,032 shares 1,032 $299K 0.05% +1 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,745 shares; 2025Q1: 2,705 shares; 2025Q2: 2,545 shares; 2025Q3: 2,545 shares 2,545 $287K 0.05% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 968 shares; 2025Q3: 993 shares 993 $286K 0.04% +25 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,575 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares 1,375 $265K 0.04% 0 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 6,184 shares; 2025Q1: 6,254 shares; 2025Q2: 5,125 shares; 2025Q3: 4,934 shares 4,934 $256K 0.04% -191 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,462 shares 4,462 $225K 0.04% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: not reported; 2025Q3: 1,600 shares 1,600 $222K 0.03% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 486 shares 486 $212K 0.03% new Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,705 shares; 2024Q4: 13,705 shares; 2025Q1: 13,705 shares; 2025Q2: 13,705 shares; 2025Q3: 13,705 shares 13,705 $190K 0.03% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,431 shares 10,431 $171K 0.03% new Timeline