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: 3,966,741 shares; 2024Q4: 14,875,742 shares; 2025Q1: 15,387,690 shares; 2025Q2: 16,260,904 shares; 2025Q3: 16,481,206 shares; 2025Q4: 16,962,165 shares 16,962,165 $456M 27.15% +480,959 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: not reported; 2024Q4: 1,622 shares; 2025Q1: 1,624 shares; 2025Q2: 1,824 shares; 2025Q3: 640,291 shares; 2025Q4: 665,052 shares 665,052 $146M 8.69% +24,761 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: not reported; 2024Q4: not reported; 2025Q1: 2,151,159 shares; 2025Q2: 2,361,492 shares; 2025Q3: 2,533,462 shares; 2025Q4: 2,653,732 shares 2,653,732 $80.3M 4.77% +120,270 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,419,412 shares; 2025Q1: 1,517,552 shares; 2025Q2: 1,621,115 shares; 2025Q3: 1,701,830 shares; 2025Q4: 1,784,832 shares 1,784,832 $66.1M 3.93% +83,002 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,741 shares; 2024Q4: 172,313 shares; 2025Q1: 181,361 shares; 2025Q2: 191,324 shares; 2025Q3: 179,770 shares; 2025Q4: 177,986 shares 177,986 $64.1M 3.81% -1,784 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: 87,635 shares; 2024Q4: 89,971 shares; 2025Q1: 94,475 shares; 2025Q2: 86,361 shares; 2025Q3: 86,518 shares; 2025Q4: 85,189 shares 85,189 $58.3M 3.47% -1,329 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,478,252 shares; 2025Q1: 1,552,886 shares; 2025Q2: 1,619,018 shares; 2025Q3: 1,676,324 shares; 2025Q4: 1,736,566 shares 1,736,566 $49.4M 2.94% +60,242 Timeline SLYG 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: 54,137 shares; 2024Q4: 425,578 shares; 2025Q1: 453,264 shares; 2025Q2: 476,985 shares; 2025Q3: 499,189 shares; 2025Q4: 519,004 shares 519,004 $48.9M 2.91% +19,815 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,623 shares; 2025Q2: 21,989 shares; 2025Q3: 1,561,546 shares; 2025Q4: 1,655,942 shares 1,655,942 $43.9M 2.61% +94,396 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,812 shares; 2024Q4: 257,753 shares; 2025Q1: 473,814 shares; 2025Q2: 668,193 shares; 2025Q3: 791,515 shares; 2025Q4: 923,017 shares 923,017 $40.3M 2.4% +131,502 Timeline JPIE 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: 620,213 shares; 2024Q4: 639,727 shares; 2025Q1: 673,570 shares; 2025Q2: 715,190 shares; 2025Q3: 738,494 shares; 2025Q4: 759,765 shares 759,765 $35.2M 2.09% +21,271 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,209 shares; 2024Q4: 65,986 shares; 2025Q1: 83,750 shares; 2025Q2: 81,753 shares; 2025Q3: 83,924 shares; 2025Q4: 102,542 shares 102,542 $27.9M 1.66% +18,618 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: 60,625 shares; 2024Q4: 67,658 shares; 2025Q1: 85,096 shares; 2025Q2: 87,207 shares; 2025Q3: 88,475 shares; 2025Q4: 127,604 shares 127,604 $23.8M 1.42% +39,129 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: 88,892 shares; 2024Q4: 88,253 shares; 2025Q1: 89,157 shares; 2025Q2: 85,072 shares; 2025Q3: 83,904 shares; 2025Q4: 82,645 shares 82,645 $20.9M 1.24% -1,259 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,578 shares; 2024Q4: 122,104 shares; 2025Q1: 127,557 shares; 2025Q2: 158,250 shares; 2025Q3: 171,245 shares; 2025Q4: 178,432 shares 178,432 $17.8M 1.06% +7,187 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: 16,003 shares; 2024Q4: 18,121 shares; 2025Q1: 24,426 shares; 2025Q2: 24,066 shares; 2025Q3: 24,933 shares; 2025Q4: 36,572 shares 36,572 $17.7M 1.05% +11,639 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: 536,443 shares; 2024Q4: 142,472 shares; 2025Q1: 143,092 shares; 2025Q2: 134,253 shares; 2025Q3: 133,221 shares; 2025Q4: 131,924 shares 131,924 $15.5M 0.92% -1,297 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: 1,046 shares; 2024Q4: 15,599 shares; 2025Q1: 11,398 shares; 2025Q2: 16,435 shares; 2025Q3: 16,787 shares; 2025Q4: 17,036 shares 17,036 $11.6M 0.69% +249 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,963 shares; 2024Q4: 33,532 shares; 2025Q1: 70,736 shares; 2025Q2: 88,890 shares; 2025Q3: 91,999 shares; 2025Q4: 107,220 shares 107,220 $11.5M 0.68% +15,221 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: 14,729 shares; 2024Q4: 16,977 shares; 2025Q1: 22,453 shares; 2025Q2: 21,015 shares; 2025Q3: 22,542 shares; 2025Q4: 35,478 shares 35,478 $11.1M 0.66% +12,936 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: 37,574 shares; 2024Q4: 56,931 shares; 2025Q1: 60,033 shares; 2025Q2: 69,670 shares; 2025Q3: 73,485 shares; 2025Q4: 80,311 shares 80,311 $9.78M 0.58% +6,826 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: 10,659 shares; 2024Q4: 13,810 shares; 2025Q1: 22,899 shares; 2025Q2: 22,022 shares; 2025Q3: 22,286 shares; 2025Q4: 40,126 shares 40,126 $9.26M 0.55% +17,840 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,235 shares; 2024Q4: 66,528 shares; 2025Q1: 62,745 shares; 2025Q2: 77,002 shares; 2025Q3: 87,420 shares; 2025Q4: 98,415 shares 98,415 $9.08M 0.54% +10,995 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: 11,514 shares; 2024Q4: 13,217 shares; 2025Q1: 21,971 shares; 2025Q2: 21,713 shares; 2025Q3: 22,040 shares; 2025Q4: 27,636 shares 27,636 $8.9M 0.53% +5,596 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: 1,209,629 shares; 2024Q4: 3,994,453 shares; 2025Q1: 4,204,454 shares; 2025Q2: 4,560,879 shares; 2025Q3: 338,027 shares; 2025Q4: 309,260 shares 309,260 $8.48M 0.5% -28,767 Timeline SLYV 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: 85,901 shares; 2024Q4: 88,427 shares; 2025Q1: 94,236 shares; 2025Q2: 86,114 shares; 2025Q3: 88,070 shares; 2025Q4: 85,324 shares 85,324 $7.76M 0.46% -2,746 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: 6,523 shares; 2024Q4: 6,510 shares; 2025Q1: 12,756 shares; 2025Q2: 12,691 shares; 2025Q3: 12,491 shares; 2025Q4: 14,573 shares 14,573 $7.11M 0.42% +2,082 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: 8,862 shares; 2024Q4: 8,937 shares; 2025Q1: 8,887 shares; 2025Q2: 8,816 shares; 2025Q3: 9,248 shares; 2025Q4: 9,413 shares 9,413 $7.1M 0.42% +165 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: 15,311 shares; 2024Q4: 13,454 shares; 2025Q1: 74,484 shares; 2025Q2: 75,657 shares; 2025Q3: 74,976 shares; 2025Q4: 108,382 shares 108,382 $6.77M 0.4% +33,406 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: 9,674 shares; 2024Q4: 9,613 shares; 2025Q1: 27,515 shares; 2025Q2: 27,960 shares; 2025Q3: 27,793 shares; 2025Q4: 34,546 shares 34,546 $6.6M 0.39% +6,753 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: 12,148 shares; 2024Q4: 12,226 shares; 2025Q1: 14,378 shares; 2025Q2: 14,148 shares; 2025Q3: 14,985 shares; 2025Q4: 19,445 shares 19,445 $6.1M 0.36% +4,460 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: 39,170 shares; 2024Q4: 38,710 shares; 2025Q1: 34,034 shares; 2025Q2: 34,758 shares; 2025Q3: 35,194 shares; 2025Q4: 50,225 shares 50,225 $6.04M 0.36% +15,031 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: 3,948 shares; 2024Q4: 4,066 shares; 2025Q1: 4,638 shares; 2025Q2: 4,639 shares; 2025Q3: 4,615 shares; 2025Q4: 5,612 shares 5,612 $6.03M 0.36% +997 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: 6,323 shares; 2024Q4: 6,933 shares; 2025Q1: 7,426 shares; 2025Q2: 7,629 shares; 2025Q3: 8,095 shares; 2025Q4: 10,380 shares 10,380 $5.22M 0.31% +2,285 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: 2,920 shares; 2024Q4: 3,211 shares; 2025Q1: 4,876 shares; 2025Q2: 4,335 shares; 2025Q3: 4,585 shares; 2025Q4: 7,676 shares 7,676 $5.07M 0.3% +3,091 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: 16,245 shares; 2024Q4: 15,129 shares; 2025Q1: 15,833 shares; 2025Q2: 19,358 shares; 2025Q3: 20,854 shares; 2025Q4: 23,597 shares 23,597 $4.93M 0.29% +2,743 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: 12,257 shares; 2024Q4: 46,408 shares; 2025Q1: 127,752 shares; 2025Q2: 122,524 shares; 2025Q3: 113,292 shares; 2025Q4: 147,374 shares 147,374 $4.81M 0.29% +34,082 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 318,098 shares 318,098 $4.71M 0.28% new 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: 82,779 shares; 2024Q4: 135,380 shares; 2025Q1: 138,433 shares; 2025Q2: 150,947 shares; 2025Q3: 161,914 shares; 2025Q4: 189,388 shares 189,388 $4.55M 0.27% +27,474 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: 17,075 shares; 2024Q4: 21,337 shares; 2025Q1: 28,607 shares; 2025Q2: 34,360 shares; 2025Q3: 35,207 shares; 2025Q4: 34,870 shares 34,870 $4.49M 0.27% -337 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,737 shares; 2024Q4: 9,695 shares; 2025Q1: 68,764 shares; 2025Q2: 80,135 shares; 2025Q3: 77,951 shares; 2025Q4: 88,574 shares 88,574 $4.45M 0.26% +10,623 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: 4,751 shares; 2024Q4: 5,120 shares; 2025Q1: 8,473 shares; 2025Q2: 7,744 shares; 2025Q3: 7,855 shares; 2025Q4: 12,672 shares 12,672 $4.39M 0.26% +4,817 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: 11,039 shares; 2024Q4: 11,009 shares; 2025Q1: 11,009 shares; 2025Q2: 15,603 shares; 2025Q3: 15,210 shares; 2025Q4: 12,840 shares 12,840 $4.3M 0.26% -2,370 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: 5,314 shares; 2024Q4: 6,834 shares; 2025Q1: 8,947 shares; 2025Q2: 8,505 shares; 2025Q3: 8,627 shares; 2025Q4: 12,071 shares 12,071 $4.23M 0.25% +3,444 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: 5,220 shares; 2024Q4: 5,240 shares; 2025Q1: 5,875 shares; 2025Q2: 6,201 shares; 2025Q3: 6,269 shares; 2025Q4: 6,721 shares 6,721 $4.13M 0.25% +452 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: 17,793 shares; 2024Q4: 18,097 shares; 2025Q1: 36,416 shares; 2025Q2: 36,994 shares; 2025Q3: 36,941 shares; 2025Q4: 45,045 shares 45,045 $4.03M 0.24% +8,104 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: 28,986 shares; 2024Q4: 29,186 shares; 2025Q1: 39,788 shares; 2025Q2: 44,390 shares; 2025Q3: 44,916 shares; 2025Q4: 45,038 shares 45,038 $3.93M 0.23% +122 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,738 shares; 2024Q4: 24,380 shares; 2025Q1: 24,239 shares; 2025Q2: 24,052 shares; 2025Q3: 23,900 shares; 2025Q4: 23,838 shares 23,838 $3.73M 0.22% -62 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: 25,421 shares; 2024Q4: 25,697 shares; 2025Q1: 55,686 shares; 2025Q2: 51,596 shares; 2025Q3: 50,611 shares; 2025Q4: 55,367 shares 55,367 $3.72M 0.22% +4,756 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,597 shares; 2024Q4: 38,718 shares; 2025Q1: 111,618 shares; 2025Q2: 99,653 shares; 2025Q3: 94,302 shares; 2025Q4: 120,722 shares 120,722 $3.57M 0.21% +26,420 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,939 shares; 2024Q4: 56,654 shares; 2025Q1: 85,483 shares; 2025Q2: 109,101 shares; 2025Q3: 126,056 shares; 2025Q4: 148,109 shares 148,109 $3.51M 0.21% +22,053 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: 306,517 shares; 2024Q4: 14,118 shares; 2025Q1: 14,342 shares; 2025Q2: 12,248 shares; 2025Q3: 12,187 shares; 2025Q4: 13,743 shares 13,743 $3.38M 0.2% +1,556 Timeline USMV 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: 30,240 shares; 2024Q4: 28,132 shares; 2025Q1: 34,655 shares; 2025Q2: 33,983 shares; 2025Q3: 33,651 shares; 2025Q4: 34,957 shares 34,957 $3.29M 0.2% +1,306 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,210 shares; 2024Q4: 13,444 shares; 2025Q1: 18,891 shares; 2025Q2: 17,875 shares; 2025Q3: 18,471 shares; 2025Q4: 29,323 shares 29,323 $3.27M 0.19% +10,852 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,654 shares; 2025Q1: 3,664 shares; 2025Q2: 3,692 shares; 2025Q3: 3,671 shares; 2025Q4: 7,116 shares 7,116 $3.2M 0.19% +3,445 Timeline IHI 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: 53,295 shares; 2024Q4: 51,588 shares; 2025Q1: 51,105 shares; 2025Q2: 50,866 shares; 2025Q3: 50,386 shares; 2025Q4: 50,846 shares 50,846 $3.16M 0.19% +460 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,091 shares; 2024Q4: 12,956 shares; 2025Q1: 12,861 shares; 2025Q2: 12,911 shares; 2025Q3: 12,794 shares; 2025Q4: 25,560 shares 25,560 $3.05M 0.18% +12,766 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: 6,972 shares; 2024Q4: 7,614 shares; 2025Q1: 9,069 shares; 2025Q2: 8,918 shares; 2025Q3: 9,505 shares; 2025Q4: 12,983 shares 12,983 $2.97M 0.18% +3,478 Timeline IYG 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: 32,760 shares; 2024Q4: 32,112 shares; 2025Q1: 31,914 shares; 2025Q2: 31,801 shares; 2025Q3: 31,354 shares; 2025Q4: 31,426 shares 31,426 $2.9M 0.17% +72 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: 5,767 shares; 2024Q4: 6,098 shares; 2025Q1: 6,542 shares; 2025Q2: 7,634 shares; 2025Q3: 7,952 shares; 2025Q4: 9,708 shares 9,708 $2.88M 0.17% +1,756 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: 3,298 shares; 2024Q4: 3,448 shares; 2025Q1: 7,059 shares; 2025Q2: 3,901 shares; 2025Q3: 3,989 shares; 2025Q4: 4,339 shares 4,339 $2.72M 0.16% +350 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: 773 shares; 2024Q4: 1,503 shares; 2025Q1: 2,083 shares; 2025Q2: 1,854 shares; 2025Q3: 1,882 shares; 2025Q4: 4,673 shares 4,673 $2.67M 0.16% +2,791 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,524 shares; 2024Q4: 17,374 shares; 2025Q1: 29,937 shares; 2025Q2: 48,024 shares; 2025Q3: 51,922 shares; 2025Q4: 52,412 shares 52,412 $2.51M 0.15% +490 Timeline XMMO 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: 19,183 shares; 2024Q4: 18,702 shares; 2025Q1: 18,607 shares; 2025Q2: 18,286 shares; 2025Q3: 18,056 shares; 2025Q4: 17,722 shares 17,722 $2.45M 0.15% -334 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,226 shares; 2024Q4: 6,660 shares; 2025Q1: 30,088 shares; 2025Q2: 26,005 shares; 2025Q3: 23,589 shares; 2025Q4: 28,487 shares 28,487 $2.35M 0.14% +4,898 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,532 shares; 2025Q2: 6,519 shares; 2025Q3: 6,520 shares; 2025Q4: 6,636 shares 6,636 $2.34M 0.14% +116 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,055 shares; 2024Q4: 5,035 shares; 2025Q1: 25,588 shares; 2025Q2: 27,283 shares; 2025Q3: 27,929 shares; 2025Q4: 42,810 shares 42,810 $2.3M 0.14% +14,881 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: 7,994 shares; 2024Q4: 7,325 shares; 2025Q1: 9,402 shares; 2025Q2: 9,780 shares; 2025Q3: 9,944 shares; 2025Q4: 10,939 shares 10,939 $2.26M 0.13% +995 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: 64,996 shares; 2024Q4: 48,950 shares; 2025Q1: 50,605 shares; 2025Q2: 57,482 shares; 2025Q3: 61,054 shares; 2025Q4: 68,900 shares 68,900 $2.26M 0.13% +7,846 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 2,484 shares; 2025Q1: 2,796 shares; 2025Q2: 2,398 shares; 2025Q3: 2,721 shares; 2025Q4: 5,341 shares 5,341 $2.25M 0.13% +2,620 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: 4,180 shares; 2024Q4: 4,259 shares; 2025Q1: 4,775 shares; 2025Q2: 4,734 shares; 2025Q3: 4,750 shares; 2025Q4: 6,542 shares 6,542 $2.25M 0.13% +1,792 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: 19,411 shares; 2024Q4: 22,749 shares; 2025Q1: 28,539 shares; 2025Q2: 27,819 shares; 2025Q3: 27,998 shares; 2025Q4: 39,685 shares 39,685 $2.18M 0.13% +11,687 Timeline XLP 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: 30,018 shares; 2024Q4: 29,757 shares; 2025Q1: 28,988 shares; 2025Q2: 28,206 shares; 2025Q3: 27,999 shares; 2025Q4: 27,946 shares 27,946 $2.17M 0.13% -53 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: not reported; 2025Q1: 21,600 shares; 2025Q2: 20,474 shares; 2025Q3: 18,443 shares; 2025Q4: 28,908 shares 28,908 $2.14M 0.13% +10,465 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: 3,114 shares; 2024Q4: 3,520 shares; 2025Q1: 4,031 shares; 2025Q2: 4,304 shares; 2025Q3: 4,107 shares; 2025Q4: 6,896 shares 6,896 $2.11M 0.13% +2,789 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: 2,181 shares; 2024Q4: 2,231 shares; 2025Q1: 2,556 shares; 2025Q2: 2,859 shares; 2025Q3: 2,903 shares; 2025Q4: 3,646 shares 3,646 $2.09M 0.12% +743 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: 2,430 shares; 2024Q4: 2,850 shares; 2025Q1: 5,346 shares; 2025Q2: 5,223 shares; 2025Q3: 5,049 shares; 2025Q4: 6,845 shares 6,845 $2.08M 0.12% +1,796 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: 3,182 shares; 2024Q4: 3,662 shares; 2025Q1: 5,113 shares; 2025Q2: 6,431 shares; 2025Q3: 7,107 shares; 2025Q4: 10,421 shares 10,421 $2.03M 0.12% +3,314 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 8,437 shares; 2025Q1: 8,292 shares; 2025Q2: 8,781 shares; 2025Q3: 8,737 shares; 2025Q4: 47,124 shares 47,124 $2.02M 0.12% +38,387 Timeline XLG 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: 30,792 shares; 2024Q4: 32,343 shares; 2025Q1: 32,572 shares; 2025Q2: 32,025 shares; 2025Q3: 33,312 shares; 2025Q4: 33,492 shares 33,492 $1.99M 0.12% +180 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,723 shares; 2025Q2: 22,852 shares; 2025Q3: 25,373 shares; 2025Q4: 47,484 shares 47,484 $1.97M 0.12% +22,111 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,015 shares; 2025Q2: 19,814 shares; 2025Q3: 22,098 shares; 2025Q4: 42,188 shares 42,188 $1.95M 0.12% +20,090 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: 8,662 shares; 2024Q4: 8,791 shares; 2025Q1: 11,343 shares; 2025Q2: 12,360 shares; 2025Q3: 13,406 shares; 2025Q4: 25,063 shares 25,063 $1.93M 0.11% +11,657 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,310 shares; 2024Q4: 9,107 shares; 2025Q1: 9,585 shares; 2025Q2: 9,431 shares; 2025Q3: 9,438 shares; 2025Q4: 9,586 shares 9,586 $1.9M 0.11% +148 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: 480 shares; 2024Q4: 524 shares; 2025Q1: 760 shares; 2025Q2: 700 shares; 2025Q3: 739 shares; 2025Q4: 2,199 shares 2,199 $1.9M 0.11% +1,460 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,207 shares; 2024Q4: 4,111 shares; 2025Q1: 7,595 shares; 2025Q2: 6,977 shares; 2025Q3: 6,897 shares; 2025Q4: 8,293 shares 8,293 $1.76M 0.1% +1,396 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,935 shares 6,935 $1.7M 0.1% new Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,558 shares; 2024Q4: 7,372 shares; 2025Q1: 7,372 shares; 2025Q2: 7,307 shares; 2025Q3: 7,307 shares; 2025Q4: 7,307 shares 7,307 $1.68M 0.1% 0 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: 2,983 shares; 2024Q4: 2,800 shares; 2025Q1: 3,069 shares; 2025Q2: 3,074 shares; 2025Q3: 2,946 shares; 2025Q4: 3,457 shares 3,457 $1.67M 0.1% +511 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,199 shares; 2025Q1: 1,488 shares; 2025Q2: 1,389 shares; 2025Q3: 1,411 shares; 2025Q4: 2,803 shares 2,803 $1.62M 0.1% +1,392 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,925 shares; 2025Q2: 16,141 shares; 2025Q3: 16,313 shares; 2025Q4: 31,606 shares 31,606 $1.62M 0.1% +15,293 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: 8,331 shares; 2024Q4: 8,560 shares; 2025Q1: 9,863 shares; 2025Q2: 9,806 shares; 2025Q3: 9,078 shares; 2025Q4: 11,265 shares 11,265 $1.61M 0.1% +2,187 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: 4,743 shares; 2024Q4: 4,698 shares; 2025Q1: 4,817 shares; 2025Q2: 4,071 shares; 2025Q3: 4,343 shares; 2025Q4: 4,559 shares 4,559 $1.61M 0.1% +216 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,925 shares; 2024Q4: 25,839 shares; 2025Q1: 37,598 shares; 2025Q2: 39,857 shares; 2025Q3: 40,386 shares; 2025Q4: 63,106 shares 63,106 $1.57M 0.09% +22,720 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: 3,352 shares; 2024Q4: 3,793 shares; 2025Q1: 4,915 shares; 2025Q2: 3,946 shares; 2025Q3: 3,296 shares; 2025Q4: 4,744 shares 4,744 $1.57M 0.09% +1,448 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 822 shares; 2025Q1: 1,301 shares; 2025Q2: 1,419 shares; 2025Q3: 1,397 shares; 2025Q4: 2,746 shares 2,746 $1.56M 0.09% +1,349 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: 5,319 shares; 2024Q4: 5,698 shares; 2025Q1: 6,804 shares; 2025Q2: 7,119 shares; 2025Q3: 7,071 shares; 2025Q4: 10,034 shares 10,034 $1.53M 0.09% +2,963 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: 2,405 shares; 2024Q4: 3,063 shares; 2025Q1: 3,126 shares; 2025Q2: 3,185 shares; 2025Q3: 3,166 shares; 2025Q4: 3,170 shares 3,170 $1.5M 0.09% +4 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: 3,928 shares; 2024Q4: 7,863 shares; 2025Q1: 27,747 shares; 2025Q2: 32,712 shares; 2025Q3: 29,223 shares; 2025Q4: 52,155 shares 52,155 $1.49M 0.09% +22,932 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: 343 shares; 2024Q4: 345 shares; 2025Q1: 816 shares; 2025Q2: 774 shares; 2025Q3: 767 shares; 2025Q4: 15,371 shares 15,371 $1.44M 0.09% +14,604 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: 8,157 shares; 2024Q4: 8,724 shares; 2025Q1: 9,728 shares; 2025Q2: 9,386 shares; 2025Q3: 9,475 shares; 2025Q4: 13,432 shares 13,432 $1.41M 0.08% +3,957 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: 3,008 shares; 2024Q4: 3,034 shares; 2025Q1: 3,138 shares; 2025Q2: 3,387 shares; 2025Q3: 3,297 shares; 2025Q4: 3,563 shares 3,563 $1.41M 0.08% +266 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: 2,802 shares; 2025Q1: 3,807 shares; 2025Q2: 3,795 shares; 2025Q3: 3,932 shares; 2025Q4: 8,804 shares 8,804 $1.35M 0.08% +4,872 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,269 shares; 2025Q2: 1,792 shares; 2025Q3: 1,783 shares; 2025Q4: 5,472 shares 5,472 $1.33M 0.08% +3,689 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,030 shares; 2025Q2: 1,015 shares; 2025Q3: 1,019 shares; 2025Q4: 6,490 shares 6,490 $1.32M 0.08% +5,471 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: 15,230 shares; 2024Q4: 15,614 shares; 2025Q1: 15,592 shares; 2025Q2: 15,889 shares; 2025Q3: 15,417 shares; 2025Q4: 30,848 shares 30,848 $1.32M 0.08% +15,431 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,456 shares; 2025Q1: 4,111 shares; 2025Q2: 3,588 shares; 2025Q3: 3,343 shares; 2025Q4: 4,334 shares 4,334 $1.31M 0.08% +991 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,375 shares; 2024Q4: 7,461 shares; 2025Q1: 7,463 shares; 2025Q2: 7,435 shares; 2025Q3: 7,970 shares; 2025Q4: 7,737 shares 7,737 $1.3M 0.08% -233 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,921 shares; 2024Q4: 15,932 shares; 2025Q1: 41,317 shares; 2025Q2: 42,293 shares; 2025Q3: 43,509 shares; 2025Q4: 49,151 shares 49,151 $1.23M 0.07% +5,642 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: 24,102 shares; 2024Q4: 21,016 shares; 2025Q1: 23,216 shares; 2025Q2: 24,522 shares; 2025Q3: 25,700 shares; 2025Q4: 48,494 shares 48,494 $1.21M 0.07% +22,794 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: 19,273 shares; 2025Q2: 17,013 shares; 2025Q3: 16,045 shares; 2025Q4: 24,832 shares 24,832 $1.2M 0.07% +8,787 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 2,715 shares; 2025Q1: 10,204 shares; 2025Q2: 10,325 shares; 2025Q3: 10,401 shares; 2025Q4: 11,178 shares 11,178 $1.19M 0.07% +777 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 692 shares; 2025Q2: 664 shares; 2025Q3: 666 shares; 2025Q4: 2,545 shares 2,545 $1.19M 0.07% +1,879 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: 12,553 shares; 2024Q4: 12,755 shares; 2025Q1: 14,595 shares; 2025Q2: 14,506 shares; 2025Q3: 14,656 shares; 2025Q4: 16,799 shares 16,799 $1.17M 0.07% +2,143 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: 1,302 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,014 shares; 2025Q3: 2,034 shares; 2025Q4: 5,449 shares 5,449 $1.17M 0.07% +3,415 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,551 shares; 2025Q1: 31,169 shares; 2025Q2: 28,713 shares; 2025Q3: 28,034 shares; 2025Q4: 35,699 shares 35,699 $1.16M 0.07% +7,665 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,911 shares; 2024Q4: 20,532 shares; 2025Q1: 21,582 shares; 2025Q2: 22,933 shares; 2025Q3: 22,933 shares; 2025Q4: 24,196 shares 24,196 $1.13M 0.07% +1,263 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 1,398 shares; 2025Q2: 1,444 shares; 2025Q3: 1,410 shares; 2025Q4: 1,679 shares 1,679 $1.13M 0.07% +269 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: 929 shares; 2024Q4: 1,056 shares; 2025Q1: 1,723 shares; 2025Q2: 1,409 shares; 2025Q3: 1,426 shares; 2025Q4: 4,262 shares 4,262 $1.13M 0.07% +2,836 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,355 shares; 2024Q4: 11,661 shares; 2025Q1: 13,359 shares; 2025Q2: 15,153 shares; 2025Q3: 6,260 shares; 2025Q4: 11,708 shares 11,708 $1.13M 0.07% +5,448 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,398 shares; 2024Q4: 21,036 shares; 2025Q1: 26,573 shares; 2025Q2: 25,705 shares; 2025Q3: 25,605 shares; 2025Q4: 25,374 shares 25,374 $1.13M 0.07% -231 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,253 shares; 2025Q2: 1,259 shares; 2025Q3: 1,256 shares; 2025Q4: 5,923 shares 5,923 $1.11M 0.07% +4,667 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: 277 shares; 2024Q4: 310 shares; 2025Q1: 559 shares; 2025Q2: 387 shares; 2025Q3: 360 shares; 2025Q4: 1,039 shares 1,039 $1.11M 0.07% +679 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: 2,807 shares; 2024Q4: 2,994 shares; 2025Q1: 3,044 shares; 2025Q2: 3,798 shares; 2025Q3: 3,899 shares; 2025Q4: 7,701 shares 7,701 $1.11M 0.07% +3,802 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: 8,650 shares; 2024Q4: 8,739 shares; 2025Q1: 10,018 shares; 2025Q2: 9,969 shares; 2025Q3: 10,234 shares; 2025Q4: 13,298 shares 13,298 $1.07M 0.06% +3,064 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,132 shares; 2025Q1: 2,782 shares; 2025Q2: 2,775 shares; 2025Q3: 2,766 shares; 2025Q4: 4,150 shares 4,150 $1.07M 0.06% +1,384 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,043 shares; 2024Q4: 9,343 shares; 2025Q1: 10,845 shares; 2025Q2: 11,241 shares; 2025Q3: 11,189 shares; 2025Q4: 11,190 shares 11,190 $1.06M 0.06% +1 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,513 shares; 2024Q4: 11,096 shares; 2025Q1: 12,262 shares; 2025Q2: 10,154 shares; 2025Q3: 10,477 shares; 2025Q4: 11,046 shares 11,046 $1.05M 0.06% +569 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: 1,685 shares; 2024Q4: 1,825 shares; 2025Q1: 2,339 shares; 2025Q2: 2,458 shares; 2025Q3: 3,273 shares; 2025Q4: 3,408 shares 3,408 $1.05M 0.06% +135 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 730 shares; 2025Q1: 854 shares; 2025Q2: 838 shares; 2025Q3: 711 shares; 2025Q4: 1,185 shares 1,185 $1.04M 0.06% +474 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: 5,819 shares; 2024Q4: 5,500 shares; 2025Q1: 6,229 shares; 2025Q2: 5,897 shares; 2025Q3: 5,371 shares; 2025Q4: 7,234 shares 7,234 $1.04M 0.06% +1,863 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,878 shares; 2024Q4: 5,897 shares; 2025Q1: 6,171 shares; 2025Q2: 6,176 shares; 2025Q3: 6,150 shares; 2025Q4: 6,398 shares 6,398 $1.02M 0.06% +248 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: 13,773 shares; 2024Q4: 15,659 shares; 2025Q1: 11,920 shares; 2025Q2: 9,807 shares; 2025Q3: 9,715 shares; 2025Q4: 8,792 shares 8,792 $1M 0.06% -923 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 319 shares; 2025Q1: 632 shares; 2025Q2: 649 shares; 2025Q3: 728 shares; 2025Q4: 1,501 shares 1,501 $994K 0.06% +773 Timeline NUDV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,468 shares; 2025Q1: 25,626 shares; 2025Q2: 30,063 shares; 2025Q3: 32,562 shares; 2025Q4: 33,045 shares 33,045 $985K 0.06% +483 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,843 shares; 2024Q4: 13,448 shares; 2025Q1: 15,403 shares; 2025Q2: 15,912 shares; 2025Q3: 15,143 shares; 2025Q4: 24,072 shares 24,072 $980K 0.06% +8,929 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: 514 shares; 2024Q4: 706 shares; 2025Q1: 961 shares; 2025Q2: 894 shares; 2025Q3: 893 shares; 2025Q4: 1,095 shares 1,095 $963K 0.06% +202 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,363 shares; 2025Q2: 10,883 shares; 2025Q3: 12,515 shares; 2025Q4: 24,429 shares 24,429 $951K 0.06% +11,914 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,486 shares; 2025Q1: 1,634 shares; 2025Q2: 1,719 shares; 2025Q3: 1,460 shares; 2025Q4: 2,404 shares 2,404 $936K 0.06% +944 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: 3,795 shares; 2024Q4: 3,895 shares; 2025Q1: 4,291 shares; 2025Q2: 4,135 shares; 2025Q3: 4,136 shares; 2025Q4: 4,440 shares 4,440 $927K 0.06% +304 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: not reported; 2024Q4: not reported; 2025Q1: 508 shares; 2025Q2: 533 shares; 2025Q3: 559 shares; 2025Q4: 2,139 shares 2,139 $912K 0.05% +1,580 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,713 shares; 2024Q4: 12,074 shares; 2025Q1: 15,220 shares; 2025Q2: 19,867 shares; 2025Q3: 20,605 shares; 2025Q4: 20,337 shares 20,337 $908K 0.05% -268 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 3,330 shares; 2025Q1: 3,475 shares; 2025Q2: 4,513 shares; 2025Q3: 4,523 shares; 2025Q4: 11,101 shares 11,101 $895K 0.05% +6,578 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,923 shares 53,923 $889K 0.05% new 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: 6,474 shares; 2024Q4: 6,696 shares; 2025Q1: 8,507 shares; 2025Q2: 7,685 shares; 2025Q3: 8,163 shares; 2025Q4: 9,487 shares 9,487 $884K 0.05% +1,324 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: 5,699 shares; 2024Q4: 5,780 shares; 2025Q1: 6,795 shares; 2025Q2: 6,059 shares; 2025Q3: 5,888 shares; 2025Q4: 7,748 shares 7,748 $881K 0.05% +1,860 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: 1,900 shares; 2024Q4: 1,939 shares; 2025Q1: 2,455 shares; 2025Q2: 2,324 shares; 2025Q3: 2,358 shares; 2025Q4: 2,361 shares 2,361 $873K 0.05% +3 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: 2,740 shares; 2024Q4: 2,957 shares; 2025Q1: 3,200 shares; 2025Q2: 3,118 shares; 2025Q3: 3,237 shares; 2025Q4: 4,859 shares 4,859 $863K 0.05% +1,622 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,877 shares; 2024Q4: 10,294 shares; 2025Q1: 9,958 shares; 2025Q2: 9,324 shares; 2025Q3: 10,840 shares; 2025Q4: 11,262 shares 11,262 $858K 0.05% +422 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 59,187 shares 59,187 $837K 0.05% new 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: 4,752 shares; 2024Q4: not reported; 2025Q1: 4,488 shares; 2025Q2: 4,624 shares; 2025Q3: 4,726 shares; 2025Q4: 14,489 shares 14,489 $835K 0.05% +9,763 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: 1,799 shares; 2024Q4: 1,800 shares; 2025Q1: 2,541 shares; 2025Q2: 2,507 shares; 2025Q3: 2,600 shares; 2025Q4: 3,453 shares 3,453 $833K 0.05% +853 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,965 shares 131,965 $831K 0.05% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,202 shares; 2025Q1: 7,510 shares; 2025Q2: 6,964 shares; 2025Q3: 7,004 shares; 2025Q4: 9,019 shares 9,019 $829K 0.05% +2,015 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: 3,345 shares; 2025Q2: 3,196 shares; 2025Q3: 3,517 shares; 2025Q4: 7,022 shares 7,022 $819K 0.05% +3,505 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 865 shares; 2025Q1: 969 shares; 2025Q2: 958 shares; 2025Q3: 1,053 shares; 2025Q4: 2,326 shares 2,326 $817K 0.05% +1,273 Timeline VTIP 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: 15,228 shares; 2025Q2: 11,972 shares; 2025Q3: 10,342 shares; 2025Q4: 16,518 shares 16,518 $817K 0.05% +6,176 Timeline VWOB 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: not reported; 2024Q4: not reported; 2025Q1: 9,172 shares; 2025Q2: 8,875 shares; 2025Q3: 8,529 shares; 2025Q4: 11,925 shares 11,925 $804K 0.05% +3,396 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,372 shares; 2024Q4: 14,047 shares; 2025Q1: 14,198 shares; 2025Q2: 11,488 shares; 2025Q3: 10,918 shares; 2025Q4: 17,883 shares 17,883 $800K 0.05% +6,965 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: not reported; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 2,782 shares; 2025Q3: 2,776 shares; 2025Q4: 4,945 shares 4,945 $793K 0.05% +2,169 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 442 shares; 2025Q3: 822 shares; 2025Q4: 5,136 shares 5,136 $787K 0.05% +4,314 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,174 shares; 2024Q4: 8,300 shares; 2025Q1: 8,582 shares; 2025Q2: 7,033 shares; 2025Q3: 7,063 shares; 2025Q4: 7,063 shares 7,063 $754K 0.04% 0 Timeline LQD 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: 10,494 shares; 2024Q4: 11,639 shares; 2025Q1: 11,262 shares; 2025Q2: 7,969 shares; 2025Q3: 8,365 shares; 2025Q4: 6,776 shares 6,776 $747K 0.04% -1,589 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 614 shares 614 $746K 0.04% +403 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: 2,130 shares; 2024Q4: 2,380 shares; 2025Q1: 3,664 shares; 2025Q2: 3,193 shares; 2025Q3: 3,349 shares; 2025Q4: 3,978 shares 3,978 $730K 0.04% +629 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 547 shares; 2025Q2: 505 shares; 2025Q3: not reported; 2025Q4: 1,607 shares 1,607 $729K 0.04% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,496 shares 19,496 $719K 0.04% new 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: 1,656 shares; 2025Q3: 2,021 shares; 2025Q4: 2,512 shares 2,512 $717K 0.04% +491 Timeline ACWV 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: 3,155 shares; 2024Q4: 2,769 shares; 2025Q1: 6,373 shares; 2025Q2: 4,835 shares; 2025Q3: 4,694 shares; 2025Q4: 5,983 shares 5,983 $710K 0.04% +1,289 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: 3,015 shares; 2024Q4: 3,044 shares; 2025Q1: 5,989 shares; 2025Q2: 5,987 shares; 2025Q3: 5,811 shares; 2025Q4: 5,762 shares 5,762 $710K 0.04% -49 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 1,511 shares 1,511 $710K 0.04% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,973 shares; 2025Q1: 3,335 shares; 2025Q2: 3,404 shares; 2025Q3: 3,498 shares; 2025Q4: 4,051 shares 4,051 $703K 0.04% +553 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,699 shares; 2024Q4: 8,344 shares; 2025Q1: 24,753 shares; 2025Q2: 18,841 shares; 2025Q3: 18,972 shares; 2025Q4: 28,346 shares 28,346 $691K 0.04% +9,374 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,699 shares 3,699 $681K 0.04% 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: 657 shares; 2024Q4: 599 shares; 2025Q1: 820 shares; 2025Q2: 752 shares; 2025Q3: 738 shares; 2025Q4: 1,944 shares 1,944 $680K 0.04% +1,206 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,027 shares 5,027 $679K 0.04% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,784 shares 6,784 $653K 0.04% new 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: 4,018 shares; 2024Q4: 4,042 shares; 2025Q1: 4,901 shares; 2025Q2: 4,714 shares; 2025Q3: 4,316 shares; 2025Q4: 5,141 shares 5,141 $644K 0.04% +825 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,066 shares 6,066 $637K 0.04% new Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I 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: 71,043 shares 71,043 $632K 0.04% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,255 shares; 2024Q4: 5,360 shares; 2025Q1: 5,358 shares; 2025Q2: 4,296 shares; 2025Q3: 4,245 shares; 2025Q4: 4,231 shares 4,231 $630K 0.04% -14 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: 13,403 shares; 2024Q4: 13,090 shares; 2025Q1: 12,848 shares; 2025Q2: 10,521 shares; 2025Q3: 10,467 shares; 2025Q4: 9,479 shares 9,479 $626K 0.04% -988 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: not reported; 2024Q4: not reported; 2025Q1: 448 shares; 2025Q2: 492 shares; 2025Q3: 485 shares; 2025Q4: 1,097 shares 1,097 $626K 0.04% +612 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,040 shares; 2024Q4: 11,304 shares; 2025Q1: 11,770 shares; 2025Q2: 10,050 shares; 2025Q3: 10,924 shares; 2025Q4: 10,948 shares 10,948 $622K 0.04% +24 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: 1,026 shares; 2024Q4: 1,031 shares; 2025Q1: 1,158 shares; 2025Q2: 1,180 shares; 2025Q3: 1,156 shares; 2025Q4: 1,336 shares 1,336 $622K 0.04% +180 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,375 shares; 2025Q1: 2,474 shares; 2025Q2: 2,208 shares; 2025Q3: 2,438 shares; 2025Q4: 2,722 shares 2,722 $620K 0.04% +284 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL 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: 733 shares; 2025Q2: 669 shares; 2025Q3: 512 shares; 2025Q4: 1,167 shares 1,167 $610K 0.04% +655 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: 896 shares; 2024Q4: 1,007 shares; 2025Q1: 1,342 shares; 2025Q2: 813 shares; 2025Q3: 782 shares; 2025Q4: 1,850 shares 1,850 $606K 0.04% +1,068 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,747 shares; 2025Q3: 9,482 shares; 2025Q4: 12,179 shares 12,179 $605K 0.04% +2,697 Timeline VDC 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: 2,996 shares; 2024Q4: 3,014 shares; 2025Q1: 3,005 shares; 2025Q2: 3,001 shares; 2025Q3: 2,853 shares; 2025Q4: 2,836 shares 2,836 $599K 0.04% -17 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,965 shares; 2024Q4: 9,118 shares; 2025Q1: 12,859 shares; 2025Q2: 12,599 shares; 2025Q3: 12,722 shares; 2025Q4: 16,480 shares 16,480 $597K 0.04% +3,758 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: 1,287 shares; 2024Q4: 1,231 shares; 2025Q1: 1,234 shares; 2025Q2: 1,235 shares; 2025Q3: 1,243 shares; 2025Q4: 1,240 shares 1,240 $596K 0.04% -3 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,467 shares 6,467 $590K 0.04% new Timeline ESGE 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: 13,023 shares; 2024Q4: 11,632 shares; 2025Q1: 12,691 shares; 2025Q2: 13,308 shares; 2025Q3: 13,421 shares; 2025Q4: 13,340 shares 13,340 $589K 0.04% -81 Timeline SUSB 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: 15,161 shares; 2024Q4: 19,850 shares; 2025Q1: 16,661 shares; 2025Q2: 22,959 shares; 2025Q3: 22,901 shares; 2025Q4: 23,337 shares 23,337 $589K 0.04% +436 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 3,952 shares; 2025Q1: 4,550 shares; 2025Q2: 4,304 shares; 2025Q3: 4,254 shares; 2025Q4: 9,236 shares 9,236 $588K 0.04% +4,982 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,953 shares; 2024Q4: not reported; 2025Q1: 16,951 shares; 2025Q2: 16,122 shares; 2025Q3: 14,889 shares; 2025Q4: 22,644 shares 22,644 $585K 0.03% +7,755 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,833 shares; 2024Q4: 14,627 shares; 2025Q1: 17,407 shares; 2025Q2: 17,781 shares; 2025Q3: 17,312 shares; 2025Q4: 19,210 shares 19,210 $574K 0.03% +1,898 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: 2,375 shares; 2024Q4: 2,372 shares; 2025Q1: 2,696 shares; 2025Q2: 2,608 shares; 2025Q3: 2,612 shares; 2025Q4: 2,901 shares 2,901 $566K 0.03% +289 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 1,091 shares; 2025Q1: 1,255 shares; 2025Q2: 1,237 shares; 2025Q3: 1,240 shares; 2025Q4: 1,764 shares 1,764 $562K 0.03% +524 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,391 shares; 2025Q2: 15,034 shares; 2025Q3: 14,428 shares; 2025Q4: 21,872 shares 21,872 $557K 0.03% +7,444 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 2,050 shares; 2025Q1: 2,235 shares; 2025Q2: 2,120 shares; 2025Q3: 1,855 shares; 2025Q4: 2,075 shares 2,075 $557K 0.03% +220 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: 12,495 shares; 2024Q4: 12,500 shares; 2025Q1: 12,848 shares; 2025Q2: 10,917 shares; 2025Q3: 10,495 shares; 2025Q4: 12,654 shares 12,654 $552K 0.03% +2,159 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: 8,232 shares; 2024Q4: 9,561 shares; 2025Q1: 9,646 shares; 2025Q2: 9,710 shares; 2025Q3: 9,956 shares; 2025Q4: 9,956 shares 9,956 $545K 0.03% 0 Timeline KR KROGER CO More: the full row for KROGER 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: 5,040 shares; 2025Q2: 6,681 shares; 2025Q3: 6,784 shares; 2025Q4: 8,588 shares 8,588 $537K 0.03% +1,804 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,755 shares; 2025Q3: 3,758 shares; 2025Q4: 5,742 shares 5,742 $531K 0.03% +1,984 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 5,425 shares; 2025Q1: 5,500 shares; 2025Q2: 4,811 shares; 2025Q3: 4,811 shares; 2025Q4: 10,327 shares 10,327 $529K 0.03% +5,516 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,871 shares; 2024Q4: 11,537 shares; 2025Q1: 10,390 shares; 2025Q2: 10,299 shares; 2025Q3: 10,305 shares; 2025Q4: 11,038 shares 11,038 $527K 0.03% +733 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,891 shares; 2025Q1: 14,486 shares; 2025Q2: 14,606 shares; 2025Q3: 14,647 shares; 2025Q4: 18,806 shares 18,806 $525K 0.03% +4,159 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: 545 shares; 2025Q3: 592 shares; 2025Q4: 801 shares 801 $524K 0.03% +209 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,092 shares; 2024Q4: 6,167 shares; 2025Q1: 6,216 shares; 2025Q2: 6,118 shares; 2025Q3: 5,047 shares; 2025Q4: 4,993 shares 4,993 $520K 0.03% -54 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: 15,387 shares; 2024Q4: 12,906 shares; 2025Q1: 13,349 shares; 2025Q2: 11,632 shares; 2025Q3: 11,618 shares; 2025Q4: 11,063 shares 11,063 $519K 0.03% -555 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,071 shares; 2025Q2: 8,037 shares; 2025Q3: 7,869 shares; 2025Q4: 9,434 shares 9,434 $509K 0.03% +1,565 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,281 shares; 2024Q4: 2,346 shares; 2025Q1: 2,415 shares; 2025Q2: 2,269 shares; 2025Q3: 2,269 shares; 2025Q4: 2,861 shares 2,861 $507K 0.03% +592 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,263 shares; 2025Q1: 2,570 shares; 2025Q2: 2,053 shares; 2025Q3: 2,433 shares; 2025Q4: 2,870 shares 2,870 $504K 0.03% +437 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,417 shares; 2025Q1: 2,417 shares; 2025Q2: 2,417 shares; 2025Q3: 2,417 shares; 2025Q4: 2,417 shares 2,417 $499K 0.03% 0 Timeline SUSA 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: 11,506 shares; 2024Q4: 10,545 shares; 2025Q1: 4,663 shares; 2025Q2: 4,099 shares; 2025Q3: 3,545 shares; 2025Q4: 3,554 shares 3,554 $495K 0.03% +9 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 930 shares; 2025Q3: 866 shares; 2025Q4: 1,320 shares 1,320 $495K 0.03% +454 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 3,094 shares; 2025Q4: 5,889 shares 5,889 $493K 0.03% +2,795 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,410 shares; 2025Q2: 2,416 shares; 2025Q3: 2,417 shares; 2025Q4: 4,066 shares 4,066 $477K 0.03% +1,649 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED 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: 1,525 shares 1,525 $476K 0.03% new 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: 1,530 shares; 2024Q4: not reported; 2025Q1: 1,968 shares; 2025Q2: 2,467 shares; 2025Q3: not reported; 2025Q4: 4,777 shares 4,777 $474K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 987 shares; 2025Q4: 2,145 shares 2,145 $466K 0.03% +1,158 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: not reported; 2025Q4: 7,905 shares 7,905 $462K 0.03% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,057 shares; 2025Q4: 2,676 shares 2,676 $461K 0.03% +619 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 5,320 shares; 2025Q1: 5,320 shares; 2025Q2: 5,320 shares; 2025Q3: 5,320 shares; 2025Q4: 5,320 shares 5,320 $459K 0.03% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,557 shares; 2024Q4: 4,950 shares; 2025Q1: 6,495 shares; 2025Q2: 6,366 shares; 2025Q3: 6,308 shares; 2025Q4: 6,838 shares 6,838 $458K 0.03% +530 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,929 shares; 2025Q3: 2,931 shares; 2025Q4: 2,929 shares 2,929 $454K 0.03% -2 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,763 shares; 2024Q4: 7,701 shares; 2025Q1: 7,701 shares; 2025Q2: 7,626 shares; 2025Q3: 7,626 shares; 2025Q4: 7,626 shares 7,626 $454K 0.03% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,715 shares; 2025Q2: 8,704 shares; 2025Q3: 8,692 shares; 2025Q4: 10,192 shares 10,192 $453K 0.03% +1,500 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,874 shares; 2024Q4: 11,954 shares; 2025Q1: 11,878 shares; 2025Q2: 11,981 shares; 2025Q3: 10,843 shares; 2025Q4: 10,930 shares 10,930 $450K 0.03% +87 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716,622 shares; 2024Q4: 709,292 shares; 2025Q1: 702,089 shares; 2025Q2: 696,693 shares; 2025Q3: 11,892 shares; 2025Q4: 9,346 shares 9,346 $449K 0.03% -2,546 Timeline VLUE 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: 2,996 shares; 2024Q4: 2,997 shares; 2025Q1: 3,082 shares; 2025Q2: 3,224 shares; 2025Q3: 3,161 shares; 2025Q4: 3,236 shares 3,236 $442K 0.03% +75 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,577 shares 2,577 $441K 0.03% new 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: 3,984 shares; 2025Q3: 4,361 shares; 2025Q4: 4,921 shares 4,921 $431K 0.03% +560 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: not reported; 2025Q1: not reported; 2025Q2: 4,740 shares; 2025Q3: 4,769 shares; 2025Q4: 8,263 shares 8,263 $428K 0.03% +3,494 Timeline PJP 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: 4,053 shares; 2024Q4: 4,055 shares; 2025Q1: 4,057 shares; 2025Q2: 4,059 shares; 2025Q3: 4,061 shares; 2025Q4: 4,063 shares 4,063 $425K 0.03% +2 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,008 shares; 2025Q2: 1,989 shares; 2025Q3: 1,909 shares; 2025Q4: 2,326 shares 2,326 $421K 0.03% +417 Timeline USB US BANCORP More: the full row for US BANCORP 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: 4,304 shares; 2025Q4: 7,715 shares 7,715 $412K 0.02% +3,411 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: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,712 shares; 2025Q2: 1,229 shares; 2025Q3: 1,243 shares; 2025Q4: 1,415 shares 1,415 $409K 0.02% +172 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,954 shares; 2025Q1: 12,257 shares; 2025Q2: 11,924 shares; 2025Q3: 11,581 shares; 2025Q4: 13,092 shares 13,092 $407K 0.02% +1,511 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 4,985 shares; 2025Q2: 4,992 shares; 2025Q3: 5,118 shares; 2025Q4: 9,085 shares 9,085 $407K 0.02% +3,967 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 1,560 shares; 2025Q1: 2,124 shares; 2025Q2: 1,395 shares; 2025Q3: 1,664 shares; 2025Q4: 2,372 shares 2,372 $406K 0.02% +708 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: 3,688 shares; 2024Q4: 3,709 shares; 2025Q1: 4,784 shares; 2025Q2: 4,581 shares; 2025Q3: 4,621 shares; 2025Q4: 4,818 shares 4,818 $406K 0.02% +197 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 517 shares; 2025Q2: 551 shares; 2025Q3: 583 shares; 2025Q4: 697 shares 697 $405K 0.02% +114 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,659 shares; 2024Q4: 13,149 shares; 2025Q1: 13,200 shares; 2025Q2: 12,457 shares; 2025Q3: 12,318 shares; 2025Q4: 12,076 shares 12,076 $404K 0.02% -242 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,463 shares; 2025Q3: 8,260 shares; 2025Q4: 8,516 shares 8,516 $402K 0.02% +256 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,305 shares; 2025Q2: 13,028 shares; 2025Q3: 11,947 shares; 2025Q4: 20,595 shares 20,595 $402K 0.02% +8,648 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,216 shares; 2024Q4: 6,388 shares; 2025Q1: 8,069 shares; 2025Q2: 8,707 shares; 2025Q3: 6,516 shares; 2025Q4: 7,902 shares 7,902 $402K 0.02% +1,386 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,200 shares; 2025Q1: 1,401 shares; 2025Q2: 1,401 shares; 2025Q3: 1,455 shares; 2025Q4: 1,551 shares 1,551 $399K 0.02% +96 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,045 shares; 2025Q2: 4,084 shares; 2025Q3: 4,050 shares; 2025Q4: 6,560 shares 6,560 $394K 0.02% +2,510 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,443 shares 1,443 $394K 0.02% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,462 shares; 2025Q3: 1,462 shares; 2025Q4: 1,462 shares 1,462 $394K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,311 shares; 2025Q2: 1,258 shares; 2025Q3: 1,314 shares; 2025Q4: 1,444 shares 1,444 $391K 0.02% +130 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES 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: 3,189 shares 3,189 $391K 0.02% new 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: not reported; 2024Q4: 3,133 shares; 2025Q1: 3,370 shares; 2025Q2: 2,502 shares; 2025Q3: 2,488 shares; 2025Q4: 2,537 shares 2,537 $391K 0.02% +49 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,410 shares; 2024Q4: 3,549 shares; 2025Q1: 3,557 shares; 2025Q2: 3,373 shares; 2025Q3: 4,226 shares; 2025Q4: 3,811 shares 3,811 $391K 0.02% -415 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,221 shares; 2025Q2: 1,106 shares; 2025Q3: 1,116 shares; 2025Q4: 1,608 shares 1,608 $391K 0.02% +492 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: 345 shares; 2025Q1: 391 shares; 2025Q2: 357 shares; 2025Q3: 358 shares; 2025Q4: 363 shares 363 $388K 0.02% +5 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,372 shares; 2024Q4: 3,355 shares; 2025Q1: 3,337 shares; 2025Q2: 3,382 shares; 2025Q3: 2,858 shares; 2025Q4: 2,961 shares 2,961 $386K 0.02% +103 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,636 shares; 2025Q1: 1,923 shares; 2025Q2: 1,654 shares; 2025Q3: 2,063 shares; 2025Q4: 2,564 shares 2,564 $385K 0.02% +501 Timeline EBND 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: 16,092 shares; 2025Q2: 16,059 shares; 2025Q3: 15,459 shares; 2025Q4: 17,492 shares 17,492 $374K 0.02% +2,033 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH 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: 4,435 shares; 2025Q2: 3,548 shares; 2025Q3: 3,483 shares; 2025Q4: 4,659 shares 4,659 $370K 0.02% +1,176 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,098 shares; 2024Q4: 7,165 shares; 2025Q1: 7,292 shares; 2025Q2: 7,253 shares; 2025Q3: 5,850 shares; 2025Q4: 9,149 shares 9,149 $368K 0.02% +3,299 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: not reported; 2024Q4: not reported; 2025Q1: 3,446 shares; 2025Q2: 3,401 shares; 2025Q3: 3,516 shares; 2025Q4: 3,856 shares 3,856 $368K 0.02% +340 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,184 shares; 2024Q4: 8,331 shares; 2025Q1: 8,434 shares; 2025Q2: 8,348 shares; 2025Q3: 8,442 shares; 2025Q4: 8,455 shares 8,455 $366K 0.02% +13 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS 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: 40 shares; 2025Q3: 41 shares; 2025Q4: 68 shares 68 $364K 0.02% +27 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,705 shares; 2024Q4: 12,379 shares; 2025Q1: 12,338 shares; 2025Q2: 12,434 shares; 2025Q3: 12,522 shares; 2025Q4: 12,694 shares 12,694 $362K 0.02% +172 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: 2,428 shares; 2024Q4: not reported; 2025Q1: 3,029 shares; 2025Q2: 2,922 shares; 2025Q3: 3,184 shares; 2025Q4: 3,839 shares 3,839 $359K 0.02% +655 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,378 shares; 2025Q2: 1,137 shares; 2025Q3: 1,492 shares; 2025Q4: 1,603 shares 1,603 $358K 0.02% +111 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,833 shares; 2025Q4: 3,384 shares 3,384 $357K 0.02% +1,551 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,471 shares; 2025Q2: 3,805 shares; 2025Q3: 3,699 shares; 2025Q4: 4,115 shares 4,115 $355K 0.02% +416 Timeline JPLD 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: 5,187 shares; 2025Q4: 6,655 shares 6,655 $348K 0.02% +1,468 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,996 shares 2,996 $348K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,325 shares; 2025Q3: 1,327 shares; 2025Q4: 2,118 shares 2,118 $344K 0.02% +791 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM 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: 186 shares; 2025Q2: 193 shares; 2025Q3: 170 shares; 2025Q4: 258 shares 258 $343K 0.02% +88 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 513 shares; 2025Q4: 560 shares 560 $343K 0.02% +47 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: not reported; 2024Q4: not reported; 2025Q1: 3,248 shares; 2025Q2: 3,075 shares; 2025Q3: 3,061 shares; 2025Q4: 3,313 shares 3,313 $331K 0.02% +252 Timeline CPRT COPART INC More: the full row for COPART 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: 7,108 shares; 2025Q2: 5,592 shares; 2025Q3: 6,961 shares; 2025Q4: 8,384 shares 8,384 $328K 0.02% +1,423 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,020 shares 2,020 $327K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,891 shares 2,891 $326K 0.02% new Timeline ESGV 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: 2,664 shares; 2025Q1: 2,664 shares; 2025Q2: 2,664 shares; 2025Q3: 2,664 shares; 2025Q4: 2,664 shares 2,664 $322K 0.02% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 812 shares; 2025Q2: 670 shares; 2025Q3: 624 shares; 2025Q4: 1,026 shares 1,026 $321K 0.02% +402 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,055 shares; 2025Q1: 1,160 shares; 2025Q2: 1,130 shares; 2025Q3: 1,123 shares; 2025Q4: 1,292 shares 1,292 $318K 0.02% +169 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 4,185 shares; 2025Q1: 4,190 shares; 2025Q2: 4,226 shares; 2025Q3: 4,231 shares; 2025Q4: 4,235 shares 4,235 $318K 0.02% +4 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED 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: 8,256 shares 8,256 $317K 0.02% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,678 shares 2,678 $314K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,717 shares 2,717 $313K 0.02% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,120 shares; 2024Q4: 5,979 shares; 2025Q1: 6,057 shares; 2025Q2: 6,060 shares; 2025Q3: 6,063 shares; 2025Q4: 6,067 shares 6,067 $313K 0.02% +4 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 1,913 shares; 2025Q1: 2,246 shares; 2025Q2: 2,161 shares; 2025Q3: 2,115 shares; 2025Q4: 2,422 shares 2,422 $313K 0.02% +307 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,238 shares 2,238 $309K 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,262 shares 5,262 $308K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,070 shares; 2025Q4: 2,134 shares 2,134 $306K 0.02% +64 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 583 shares; 2025Q2: 479 shares; 2025Q3: 592 shares; 2025Q4: 709 shares 709 $303K 0.02% +117 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: not reported; 2024Q4: not reported; 2025Q1: 982 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,378 shares 1,378 $303K 0.02% +256 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: not reported; 2024Q4: not reported; 2025Q1: 3,520 shares; 2025Q2: 3,683 shares; 2025Q3: 3,709 shares; 2025Q4: 3,709 shares 3,709 $301K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,738 shares 3,738 $300K 0.02% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,669 shares; 2025Q1: 2,874 shares; 2025Q2: 2,073 shares; 2025Q3: 2,061 shares; 2025Q4: 2,057 shares 2,057 $298K 0.02% -4 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: 2,979 shares; 2025Q1: 2,983 shares; 2025Q2: 2,988 shares; 2025Q3: 3,053 shares; 2025Q4: 4,041 shares 4,041 $297K 0.02% +988 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE 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: 1,640 shares; 2025Q4: 2,145 shares 2,145 $296K 0.02% +505 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,836 shares; 2025Q4: 3,421 shares 3,421 $293K 0.02% +585 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,243 shares; 2024Q4: 15,993 shares; 2025Q1: 15,603 shares; 2025Q2: 15,979 shares; 2025Q3: 16,854 shares; 2025Q4: 16,078 shares 16,078 $293K 0.02% -776 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,959 shares 3,959 $291K 0.02% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 6,914 shares; 2025Q1: 6,959 shares; 2025Q2: 6,191 shares; 2025Q3: 6,191 shares; 2025Q4: 6,191 shares 6,191 $290K 0.02% 0 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,327 shares; 2024Q4: 12,249 shares; 2025Q1: 12,240 shares; 2025Q2: 12,231 shares; 2025Q3: 12,310 shares; 2025Q4: 12,350 shares 12,350 $289K 0.02% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 351 shares 351 $288K 0.02% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC 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: 858 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,239 shares 1,239 $287K 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,885 shares 2,885 $287K 0.02% new Timeline COR CENCORA INC More: the full row for CENCORA 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: 920 shares; 2025Q2: 853 shares; 2025Q3: 848 shares; 2025Q4: 845 shares 845 $285K 0.02% -3 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 3,494 shares 3,494 $285K 0.02% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. 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: 9,931 shares 9,931 $278K 0.02% new Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,751 shares; 2025Q2: 8,599 shares; 2025Q3: 8,609 shares; 2025Q4: 8,597 shares 8,597 $278K 0.02% -12 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,351 shares; 2025Q2: not reported; 2025Q3: 2,208 shares; 2025Q4: 2,891 shares 2,891 $278K 0.02% +683 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 2,652 shares; 2025Q3: 2,084 shares; 2025Q4: 2,448 shares 2,448 $277K 0.02% +364 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,371 shares 3,371 $274K 0.02% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: 3,763 shares; 2025Q3: 3,763 shares; 2025Q4: 3,891 shares 3,891 $270K 0.02% +128 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 782 shares; 2025Q3: 726 shares; 2025Q4: 835 shares 835 $270K 0.02% +109 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: not reported; 2024Q4: not reported; 2025Q1: 4,396 shares; 2025Q2: 4,381 shares; 2025Q3: 4,312 shares; 2025Q4: 3,750 shares 3,750 $268K 0.02% -562 Timeline VPU 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: 1,446 shares; 2025Q4: 1,446 shares 1,446 $268K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,359 shares; 2025Q4: 1,501 shares 1,501 $267K 0.02% +142 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS 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: 735 shares; 2025Q2: 690 shares; 2025Q3: 682 shares; 2025Q4: 819 shares 819 $265K 0.02% +137 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,754 shares; 2025Q3: 1,728 shares; 2025Q4: 1,877 shares 1,877 $265K 0.02% +149 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS 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: 3,127 shares; 2025Q2: 3,158 shares; 2025Q3: 3,228 shares; 2025Q4: 3,309 shares 3,309 $265K 0.02% +81 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP 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: 3,403 shares 3,403 $264K 0.02% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC 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: 2,543 shares; 2025Q4: 1,412 shares 1,412 $258K 0.02% -1,131 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 2,630 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,757 shares; 2025Q4: 2,632 shares 2,632 $257K 0.02% -125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,369 shares 7,369 $256K 0.02% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,258 shares 1,258 $254K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,352 shares 1,352 $251K 0.01% new Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME 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: 21,970 shares; 2025Q2: 21,970 shares; 2025Q3: 21,970 shares; 2025Q4: 21,970 shares 21,970 $251K 0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,078 shares; 2025Q2: 4,088 shares; 2025Q3: not reported; 2025Q4: 6,172 shares 6,172 $249K 0.01% new Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,126 shares; 2024Q4: 6,067 shares; 2025Q1: 6,008 shares; 2025Q2: 5,949 shares; 2025Q3: 5,949 shares; 2025Q4: 5,939 shares 5,939 $249K 0.01% -10 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,543 shares 4,543 $248K 0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY 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: 1,532 shares 1,532 $244K 0.01% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,881 shares; 2025Q4: 5,881 shares 5,881 $244K 0.01% 0 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,337 shares; 2024Q4: 11,603 shares; 2025Q1: 11,870 shares; 2025Q2: 10,572 shares; 2025Q3: 10,839 shares; 2025Q4: 10,839 shares 10,839 $243K 0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,216 shares; 2024Q4: 6,216 shares; 2025Q1: 6,216 shares; 2025Q2: 5,318 shares; 2025Q3: 5,318 shares; 2025Q4: 5,318 shares 5,318 $242K 0.01% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,902 shares; 2024Q4: 16,503 shares; 2025Q1: 16,489 shares; 2025Q2: 16,555 shares; 2025Q3: 16,619 shares; 2025Q4: 16,563 shares 16,563 $238K 0.01% -56 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 1,400 shares 1,400 $237K 0.01% new Timeline CRH CRH PLC More: the full row for CRH PLC 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: 1,674 shares; 2025Q4: 1,900 shares 1,900 $237K 0.01% +226 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 815 shares 815 $237K 0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS 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: 1,799 shares 1,799 $236K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,443 shares 1,443 $235K 0.01% new Timeline SE SEA LTD More: the full row for SEA LTD 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: 1,311 shares; 2025Q3: 1,441 shares; 2025Q4: 1,837 shares 1,837 $234K 0.01% +396 Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 758 shares; 2025Q3: 773 shares; 2025Q4: 782 shares 782 $231K 0.01% +9 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS 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: 1,033 shares; 2025Q2: 990 shares; 2025Q3: not reported; 2025Q4: 1,245 shares 1,245 $231K 0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,512 shares 8,512 $231K 0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 1,323 shares; 2025Q2: 1,458 shares; 2025Q3: 1,470 shares; 2025Q4: 1,816 shares 1,816 $228K 0.01% +346 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,747 shares 2,747 $228K 0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 825 shares 825 $227K 0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,049 shares 2,049 $226K 0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,865 shares 5,865 $225K 0.01% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 7,266 shares; 2025Q1: 7,256 shares; 2025Q2: 6,618 shares; 2025Q3: 6,621 shares; 2025Q4: 6,621 shares 6,621 $224K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE 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: 82 shares; 2025Q2: 82 shares; 2025Q3: 81 shares; 2025Q4: 66 shares 66 $224K 0.01% -15 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,045 shares 17,045 $224K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,827 shares 2,827 $223K 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY 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: 3,007 shares 3,007 $222K 0.01% new Timeline QXO QXO INC More: the full row for QXO 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: 11,434 shares 11,434 $221K 0.01% new Timeline IYK 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: 3,284 shares; 2024Q4: 3,287 shares; 2025Q1: 3,288 shares; 2025Q2: 3,289 shares; 2025Q3: 3,291 shares; 2025Q4: 3,294 shares 3,294 $220K 0.01% +3 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 243 shares 243 $220K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY 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: 625 shares 625 $219K 0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS 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: 965 shares 965 $218K 0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER 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: 1,168 shares; 2025Q2: 1,052 shares; 2025Q3: not reported; 2025Q4: 1,068 shares 1,068 $217K 0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY 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: 3,224 shares 3,224 $217K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,551 shares 1,551 $216K 0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,157 shares 2,157 $215K 0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281 shares 281 $215K 0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,066 shares; 2025Q3: 1,030 shares; 2025Q4: 1,331 shares 1,331 $215K 0.01% +301 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 1,275 shares 1,275 $212K 0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE 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: 2,148 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,683 shares 2,683 $212K 0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,685 shares 3,685 $212K 0.01% new 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: 5,738 shares; 2024Q4: 4,311 shares; 2025Q1: 4,201 shares; 2025Q2: not reported; 2025Q3: 2,825 shares; 2025Q4: 2,805 shares 2,805 $212K 0.01% -20 Timeline KKR KKR & CO INC More: the full row for KKR & CO 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: 1,656 shares 1,656 $211K 0.01% new Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,964 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,425 shares 6,425 $208K 0.01% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR 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: not reported; 2025Q4: 5,405 shares 5,405 $207K 0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 702 shares; 2025Q2: 699 shares; 2025Q3: 699 shares; 2025Q4: 714 shares 714 $207K 0.01% +15 Timeline XPO XPO INC More: the full row for XPO 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: 1,521 shares 1,521 $207K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: 1,187 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,132 shares 1,132 $206K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 7,075 shares 7,075 $204K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES 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: 693 shares 693 $204K 0.01% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,318 shares; 2024Q4: 3,329 shares; 2025Q1: 3,189 shares; 2025Q2: 2,214 shares; 2025Q3: 2,214 shares; 2025Q4: 2,192 shares 2,192 $203K 0.01% -22 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,885 shares 1,885 $202K 0.01% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,522 shares 1,522 $202K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,992 shares 1,992 $201K 0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,543 shares 2,543 $200K 0.01% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,312 shares; 2025Q1: 10,312 shares; 2025Q2: 10,312 shares; 2025Q3: 10,312 shares; 2025Q4: 10,312 shares 10,312 $194K 0.01% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,534 shares; 2024Q4: 20,692 shares; 2025Q1: 20,855 shares; 2025Q2: 21,024 shares; 2025Q3: 20,323 shares; 2025Q4: 20,465 shares 20,465 $189K 0.01% +142 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,999 shares; 2025Q2: 12,057 shares; 2025Q3: 12,057 shares; 2025Q4: 14,518 shares 14,518 $170K 0.01% +2,461 Timeline FUSB FIRST US BANCSHARES INC More: the full row for FIRST US BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,493 shares; 2024Q4: 11,493 shares; 2025Q1: 11,493 shares; 2025Q2: 11,493 shares; 2025Q3: 11,493 shares; 2025Q4: 11,493 shares 11,493 $161K 0.01% 0 Timeline TDF TEMPLETON DRAGON FD INC More: the full row for TEMPLETON DRAGON FD 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: 11,264 shares; 2025Q3: 11,346 shares; 2025Q4: 11,430 shares 11,430 $129K 0.01% +84 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,280 shares; 2024Q4: 14,315 shares; 2025Q1: 14,360 shares; 2025Q2: 13,600 shares; 2025Q3: 13,634 shares; 2025Q4: 12,967 shares 12,967 $101K 0.01% -667 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,569 shares; 2024Q4: 13,538 shares; 2025Q1: 11,844 shares; 2025Q2: 11,675 shares; 2025Q3: 11,404 shares; 2025Q4: 11,353 shares 11,353 $100K 0.01% -51 Timeline DLNG DYNAGAS LNG PARTNERS LP More: the full row for DYNAGAS LNG PARTNERS LP 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: 21,517 shares 21,517 $81.1K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC 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: 12,316 shares 12,316 $65.3K <0.01% new Timeline