SPYM 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: 691,526 shares; 2024Q4: 719,929 shares; 2025Q1: 750,285 shares; 2025Q2: 855,769 shares; 2025Q3: 891,343 shares; 2025Q4: 891,706 shares 891,706 $71.5M 9.14% +363 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: 258,019 shares; 2024Q4: 259,531 shares; 2025Q1: 276,976 shares; 2025Q2: 274,452 shares; 2025Q3: 280,106 shares; 2025Q4: 276,403 shares 276,403 $29.5M 3.77% -3,703 Timeline IHDG 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: 583,145 shares; 2024Q4: 621,379 shares; 2025Q1: 685,569 shares; 2025Q2: 729,543 shares; 2025Q3: 575,459 shares; 2025Q4: 587,576 shares 587,576 $28.6M 3.65% +12,117 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,752 shares; 2024Q4: 514,785 shares; 2025Q1: 541,118 shares; 2025Q2: 584,927 shares; 2025Q3: 1,025,322 shares; 2025Q4: 1,036,270 shares 1,036,270 $28.2M 3.6% +10,948 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: 23,729 shares; 2024Q4: 26,936 shares; 2025Q1: 33,043 shares; 2025Q2: 38,302 shares; 2025Q3: 38,525 shares; 2025Q4: 38,034 shares 38,034 $18.6M 2.37% -491 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: 327,572 shares; 2024Q4: 346,977 shares; 2025Q1: 353,368 shares; 2025Q2: 366,150 shares; 2025Q3: 383,456 shares; 2025Q4: 383,744 shares 383,744 $18.3M 2.34% +288 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,734 shares; 2024Q4: 268,427 shares; 2025Q1: 230,672 shares; 2025Q2: 235,459 shares; 2025Q3: 242,323 shares; 2025Q4: 250,743 shares 250,743 $17.4M 2.22% +8,420 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: 187,090 shares; 2024Q4: 210,469 shares; 2025Q1: 194,876 shares; 2025Q2: 199,249 shares; 2025Q3: 208,037 shares; 2025Q4: 217,882 shares 217,882 $16.4M 2.09% +9,845 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,658 shares; 2024Q4: 27,837 shares; 2025Q1: 54,251 shares; 2025Q2: 55,972 shares; 2025Q3: 56,541 shares; 2025Q4: 58,276 shares 58,276 $16.3M 2.08% +1,735 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: 97,066 shares; 2024Q4: 98,634 shares; 2025Q1: 101,610 shares; 2025Q2: 104,053 shares; 2025Q3: 101,637 shares; 2025Q4: 144,270 shares 144,270 $14.4M 1.84% +42,633 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 8,832 shares; 2025Q1: 20,740 shares; 2025Q2: 20,979 shares; 2025Q3: 21,574 shares; 2025Q4: 22,940 shares 22,940 $14.4M 1.84% +1,366 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,381 shares; 2025Q1: 18,793 shares; 2025Q2: 19,907 shares; 2025Q3: 250,175 shares; 2025Q4: 266,313 shares 266,313 $14.3M 1.83% +16,138 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: 13,201 shares; 2024Q4: 13,576 shares; 2025Q1: 14,224 shares; 2025Q2: 15,019 shares; 2025Q3: 19,102 shares; 2025Q4: 20,362 shares 20,362 $13.9M 1.78% +1,260 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: 8,574 shares; 2024Q4: 8,418 shares; 2025Q1: 5,889 shares; 2025Q2: 9,913 shares; 2025Q3: 201,409 shares; 2025Q4: 221,638 shares 221,638 $13.8M 1.77% +20,229 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: 79,442 shares; 2024Q4: 75,377 shares; 2025Q1: 76,018 shares; 2025Q2: 77,722 shares; 2025Q3: 77,125 shares; 2025Q4: 72,897 shares 72,897 $13.6M 1.74% -4,228 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,778 shares; 2024Q4: 15,836 shares; 2025Q1: 16,682 shares; 2025Q2: 17,491 shares; 2025Q3: 17,198 shares; 2025Q4: 18,488 shares 18,488 $12.6M 1.61% +1,290 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: 36,300 shares; 2024Q4: 38,148 shares; 2025Q1: 40,211 shares; 2025Q2: 47,515 shares; 2025Q3: 56,854 shares; 2025Q4: 58,630 shares 58,630 $12.4M 1.59% +1,776 Timeline IMCG 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: 110,902 shares; 2024Q4: 119,082 shares; 2025Q1: 124,753 shares; 2025Q2: 136,006 shares; 2025Q3: 138,581 shares; 2025Q4: 150,387 shares 150,387 $12M 1.53% +11,806 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: 20,455 shares; 2024Q4: 20,688 shares; 2025Q1: 21,106 shares; 2025Q2: 20,612 shares; 2025Q3: 27,674 shares; 2025Q4: 29,899 shares 29,899 $11.8M 1.51% +2,225 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: 62,518 shares; 2024Q4: 63,350 shares; 2025Q1: 64,300 shares; 2025Q2: 67,639 shares; 2025Q3: 67,336 shares; 2025Q4: 66,287 shares 66,287 $11.8M 1.5% -1,049 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,619 shares; 2024Q4: 62,170 shares; 2025Q1: 61,736 shares; 2025Q2: 62,669 shares; 2025Q3: 62,163 shares; 2025Q4: 60,602 shares 60,602 $10.6M 1.35% -1,561 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,686 shares; 2024Q4: 70,780 shares; 2025Q1: 93,567 shares; 2025Q2: 96,696 shares; 2025Q3: 104,804 shares; 2025Q4: 112,341 shares 112,341 $10.1M 1.29% +7,537 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: 36,546 shares; 2024Q4: 36,886 shares; 2025Q1: 37,107 shares; 2025Q2: 37,188 shares; 2025Q3: 38,105 shares; 2025Q4: 37,040 shares 37,040 $10.1M 1.29% -1,065 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 2,360 shares; 2025Q1: 2,147 shares; 2025Q2: 3,497 shares; 2025Q3: 73,598 shares; 2025Q4: 79,274 shares 79,274 $9.03M 1.15% +5,676 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: not reported; 2024Q4: 34,574 shares; 2025Q1: 41,246 shares; 2025Q2: 54,185 shares; 2025Q3: 316,166 shares; 2025Q4: 318,309 shares 318,309 $7.76M 0.99% +2,143 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,722 shares; 2024Q4: 88,817 shares; 2025Q1: 79,948 shares; 2025Q2: 80,438 shares; 2025Q3: 82,385 shares; 2025Q4: 85,316 shares 85,316 $7.74M 0.99% +2,931 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,200 shares; 2024Q4: 207,689 shares; 2025Q1: 123,440 shares; 2025Q2: 126,752 shares; 2025Q3: 71,627 shares; 2025Q4: 72,789 shares 72,789 $7.54M 0.96% +1,162 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: 25,077 shares; 2024Q4: 25,293 shares; 2025Q1: 22,258 shares; 2025Q2: 28,033 shares; 2025Q3: 27,012 shares; 2025Q4: 31,107 shares 31,107 $7.18M 0.92% +4,095 Timeline ISCF 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: 102,816 shares; 2024Q4: 118,859 shares; 2025Q1: 129,856 shares; 2025Q2: 136,888 shares; 2025Q3: 161,450 shares; 2025Q4: 168,938 shares 168,938 $7.01M 0.89% +7,488 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: 139,739 shares; 2024Q4: 147,761 shares; 2025Q1: 149,794 shares; 2025Q2: 152,450 shares; 2025Q3: 153,420 shares; 2025Q4: 153,777 shares 153,777 $6.99M 0.89% +357 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: 30,010 shares; 2024Q4: 30,609 shares; 2025Q1: 34,742 shares; 2025Q2: 36,529 shares; 2025Q3: 35,775 shares; 2025Q4: 36,491 shares 36,491 $6.97M 0.89% +716 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: 12,097 shares; 2024Q4: 12,390 shares; 2025Q1: 11,625 shares; 2025Q2: 12,122 shares; 2025Q3: 12,722 shares; 2025Q4: 13,633 shares 13,633 $6.59M 0.84% +911 Timeline SPSB 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: 11,407 shares; 2025Q3: 217,768 shares; 2025Q4: 217,843 shares 217,843 $6.58M 0.84% +75 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,239 shares; 2025Q3: 128,248 shares; 2025Q4: 128,264 shares 128,264 $6.49M 0.83% +16 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,582 shares; 2024Q4: 150,208 shares; 2025Q1: 150,091 shares; 2025Q2: 10,721 shares; 2025Q3: 88,818 shares; 2025Q4: 96,070 shares 96,070 $6.19M 0.79% +7,252 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: 64,701 shares; 2024Q4: 65,790 shares; 2025Q1: 67,834 shares; 2025Q2: 69,240 shares; 2025Q3: 68,857 shares; 2025Q4: 68,400 shares 68,400 $6.12M 0.78% -457 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: 12,512 shares; 2024Q4: 12,479 shares; 2025Q1: 12,642 shares; 2025Q2: 12,591 shares; 2025Q3: 12,398 shares; 2025Q4: 12,694 shares 12,694 $6.01M 0.77% +296 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,334 shares; 2024Q4: 103,732 shares; 2025Q1: 102,179 shares; 2025Q2: 106,291 shares; 2025Q3: 112,857 shares; 2025Q4: 123,643 shares 123,643 $5.81M 0.74% +10,786 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: 143,941 shares; 2024Q4: 487,150 shares; 2025Q1: 513,149 shares; 2025Q2: 534,217 shares; 2025Q3: 187,625 shares; 2025Q4: 190,844 shares 190,844 $5.23M 0.67% +3,219 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: 8,447 shares; 2024Q4: 9,098 shares; 2025Q1: 9,673 shares; 2025Q2: 9,997 shares; 2025Q3: 16,068 shares; 2025Q4: 16,206 shares 16,206 $5.07M 0.65% +138 Timeline URA 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: 351,082 shares; 2024Q4: 376,748 shares; 2025Q1: 418,642 shares; 2025Q2: 213,298 shares; 2025Q3: 152,094 shares; 2025Q4: 114,449 shares 114,449 $4.89M 0.62% -37,645 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: 15,421 shares; 2024Q4: 16,140 shares; 2025Q1: 10,073 shares; 2025Q2: 10,197 shares; 2025Q3: 16,316 shares; 2025Q4: 15,968 shares 15,968 $4.85M 0.62% -348 Timeline IYF 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: 23,139 shares; 2024Q4: 23,616 shares; 2025Q1: 24,067 shares; 2025Q2: 39,758 shares; 2025Q3: 40,200 shares; 2025Q4: 35,838 shares 35,838 $4.62M 0.59% -4,362 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: 58,694 shares; 2024Q4: 59,032 shares; 2025Q1: 61,798 shares; 2025Q2: 64,929 shares; 2025Q3: 48,408 shares; 2025Q4: 31,547 shares 31,547 $4.53M 0.58% -16,861 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,880 shares; 2024Q4: 35,517 shares; 2025Q1: 57,234 shares; 2025Q2: 58,776 shares; 2025Q3: 71,463 shares; 2025Q4: 77,349 shares 77,349 $4.4M 0.56% +5,886 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: 1,070 shares; 2024Q4: 1,072 shares; 2025Q1: 1,076 shares; 2025Q2: 1,082 shares; 2025Q3: 3,942 shares; 2025Q4: 4,095 shares 4,095 $4.4M 0.56% +153 Timeline SPGP 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: 68,051 shares; 2024Q4: 68,036 shares; 2025Q1: 58,234 shares; 2025Q2: 37,384 shares; 2025Q3: 37,877 shares; 2025Q4: 36,870 shares 36,870 $4.2M 0.54% -1,007 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: 61,166 shares; 2024Q4: 64,486 shares; 2025Q1: 53,439 shares; 2025Q2: 53,112 shares; 2025Q3: 49,868 shares; 2025Q4: 51,552 shares 51,552 $4.18M 0.53% +1,684 Timeline GRID 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: 24,022 shares; 2024Q4: 24,315 shares; 2025Q1: 19,500 shares; 2025Q2: 19,888 shares; 2025Q3: 24,925 shares; 2025Q4: 26,374 shares 26,374 $4.04M 0.52% +1,449 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: 2,086 shares; 2024Q4: 2,089 shares; 2025Q1: 9,479 shares; 2025Q2: 9,760 shares; 2025Q3: 15,328 shares; 2025Q4: 15,024 shares 15,024 $3.98M 0.51% -304 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 12,470 shares; 2025Q1: 2,684 shares; 2025Q2: 2,613 shares; 2025Q3: 12,067 shares; 2025Q4: 13,068 shares 13,068 $3.79M 0.48% +1,001 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,055 shares; 2024Q4: 26,980 shares; 2025Q1: 26,514 shares; 2025Q2: 25,440 shares; 2025Q3: 25,043 shares; 2025Q4: 25,096 shares 25,096 $3.44M 0.44% +53 Timeline FEZ 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: 26,387 shares; 2025Q2: 41,407 shares; 2025Q3: 39,680 shares; 2025Q4: 51,765 shares 51,765 $3.33M 0.43% +12,085 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: 1,924 shares; 2024Q4: 17,619 shares; 2025Q1: 17,760 shares; 2025Q2: 17,838 shares; 2025Q3: 17,836 shares; 2025Q4: 17,971 shares 17,971 $3.3M 0.42% +135 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: 18,708 shares; 2024Q4: 18,758 shares; 2025Q1: 19,537 shares; 2025Q2: 21,069 shares; 2025Q3: 20,230 shares; 2025Q4: 19,281 shares 19,281 $3.24M 0.41% -949 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: 8,216 shares; 2024Q4: 10,309 shares; 2025Q1: 13,924 shares; 2025Q2: 14,160 shares; 2025Q3: 9,598 shares; 2025Q4: 8,857 shares 8,857 $3.13M 0.4% -741 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: 6,780 shares; 2024Q4: 6,708 shares; 2025Q1: 5,794 shares; 2025Q2: 6,847 shares; 2025Q3: 7,195 shares; 2025Q4: 6,802 shares 6,802 $3.06M 0.39% -393 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: 4,367 shares; 2024Q4: 4,445 shares; 2025Q1: 5,168 shares; 2025Q2: 5,145 shares; 2025Q3: 12,187 shares; 2025Q4: 13,806 shares 13,806 $3.03M 0.39% +1,619 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: 6,105 shares; 2025Q3: 5,013 shares; 2025Q4: 4,417 shares 4,417 $2.89M 0.37% -596 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,221 shares; 2025Q1: 1,786 shares; 2025Q2: 1,790 shares; 2025Q3: 2,041 shares; 2025Q4: 2,544 shares 2,544 $2.79M 0.36% +503 Timeline SCZ 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: 31,423 shares; 2024Q4: 34,619 shares; 2025Q1: 35,042 shares; 2025Q2: 36,300 shares; 2025Q3: 36,197 shares; 2025Q4: 35,993 shares 35,993 $2.79M 0.36% -204 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: 24,774 shares; 2024Q4: 25,677 shares; 2025Q1: 26,498 shares; 2025Q2: 26,924 shares; 2025Q3: 27,147 shares; 2025Q4: 27,016 shares 27,016 $2.77M 0.35% -131 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,399 shares; 2024Q4: 64,193 shares; 2025Q1: 58,385 shares; 2025Q2: 52,352 shares; 2025Q3: 50,743 shares; 2025Q4: 46,873 shares 46,873 $2.75M 0.35% -3,870 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,917 shares; 2024Q4: 65,614 shares; 2025Q1: 87,925 shares; 2025Q2: 91,018 shares; 2025Q3: 66,830 shares; 2025Q4: 53,847 shares 53,847 $2.73M 0.35% -12,983 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,719 shares; 2025Q3: 30,198 shares; 2025Q4: 28,181 shares 28,181 $2.73M 0.35% -2,017 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: 8,424 shares; 2024Q4: 8,494 shares; 2025Q1: 8,754 shares; 2025Q2: 9,689 shares; 2025Q3: 11,121 shares; 2025Q4: 10,695 shares 10,695 $2.71M 0.35% -426 Timeline IYW 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: 11,641 shares; 2024Q4: 13,291 shares; 2025Q1: 14,131 shares; 2025Q2: 14,938 shares; 2025Q3: 13,467 shares; 2025Q4: 13,503 shares 13,503 $2.7M 0.34% +36 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 4,913 shares; 2025Q1: 6,171 shares; 2025Q2: 6,630 shares; 2025Q3: 6,196 shares; 2025Q4: 6,502 shares 6,502 $2.68M 0.34% +306 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,649 shares; 2024Q4: 7,635 shares; 2025Q1: 7,646 shares; 2025Q2: 7,555 shares; 2025Q3: 11,296 shares; 2025Q4: 12,616 shares 12,616 $2.65M 0.34% +1,320 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 3,944 shares; 2025Q1: 4,268 shares; 2025Q2: 4,394 shares; 2025Q3: 4,263 shares; 2025Q4: 4,239 shares 4,239 $2.6M 0.33% -24 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: 17,794 shares; 2024Q4: 18,006 shares; 2025Q1: 18,252 shares; 2025Q2: 18,489 shares; 2025Q3: 18,576 shares; 2025Q4: 18,514 shares 18,514 $2.53M 0.32% -62 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: 1,443 shares; 2024Q4: 1,465 shares; 2025Q1: 1,672 shares; 2025Q2: 1,529 shares; 2025Q3: 1,729 shares; 2025Q4: 7,126 shares 7,126 $2.49M 0.32% +5,397 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 85,467 shares; 2025Q3: 86,426 shares; 2025Q4: 111,716 shares 111,716 $2.47M 0.32% +25,290 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,948 shares; 2025Q1: 7,849 shares; 2025Q2: 8,590 shares; 2025Q3: 9,902 shares; 2025Q4: 9,471 shares 9,471 $2.38M 0.3% -431 Timeline FXI 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: 37,685 shares; 2025Q2: 61,735 shares; 2025Q3: 58,853 shares; 2025Q4: 60,017 shares 60,017 $2.3M 0.29% +1,164 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: 9,003 shares; 2024Q4: 10,774 shares; 2025Q1: 10,871 shares; 2025Q2: 11,043 shares; 2025Q3: 6,862 shares; 2025Q4: 6,786 shares 6,786 $2.13M 0.27% -76 Timeline IBB 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: 11,265 shares; 2024Q4: 11,619 shares; 2025Q1: 12,800 shares; 2025Q2: 12,239 shares; 2025Q3: 12,329 shares; 2025Q4: 12,286 shares 12,286 $2.07M 0.26% -43 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: 15,849 shares; 2024Q4: 16,319 shares; 2025Q1: 15,711 shares; 2025Q2: 15,287 shares; 2025Q3: 14,288 shares; 2025Q4: 14,625 shares 14,625 $2.04M 0.26% +337 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: 533 shares; 2024Q4: 534 shares; 2025Q1: 504 shares; 2025Q2: 577 shares; 2025Q3: 588 shares; 2025Q4: 3,520 shares 3,520 $2.01M 0.26% +2,932 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: 16,377 shares; 2024Q4: 17,246 shares; 2025Q1: 15,828 shares; 2025Q2: 16,309 shares; 2025Q3: 14,286 shares; 2025Q4: 13,600 shares 13,600 $1.92M 0.25% -686 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: 14,969 shares; 2024Q4: 14,960 shares; 2025Q1: 15,386 shares; 2025Q2: 15,547 shares; 2025Q3: 15,548 shares; 2025Q4: 15,548 shares 15,548 $1.92M 0.24% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,742 shares; 2024Q4: 6,746 shares; 2025Q1: 4,442 shares; 2025Q2: 4,483 shares; 2025Q3: 3,925 shares; 2025Q4: 4,071 shares 4,071 $1.91M 0.24% +146 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: not reported; 2024Q4: not reported; 2025Q1: 3,505 shares; 2025Q2: 6,581 shares; 2025Q3: 6,650 shares; 2025Q4: 5,978 shares 5,978 $1.9M 0.24% -672 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,638 shares; 2025Q4: 54,183 shares 54,183 $1.89M 0.24% +28,545 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: 2,604 shares; 2024Q4: 2,614 shares; 2025Q1: 2,769 shares; 2025Q2: 2,715 shares; 2025Q3: 3,108 shares; 2025Q4: 2,823 shares 2,823 $1.86M 0.24% -285 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 24,616 shares; 2025Q4: 26,869 shares 26,869 $1.86M 0.24% +2,253 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: 1,425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,676 shares; 2025Q3: 11,560 shares; 2025Q4: 8,552 shares 8,552 $1.83M 0.23% -3,008 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: 848 shares; 2024Q4: 867 shares; 2025Q1: 925 shares; 2025Q2: 3,015 shares; 2025Q3: 2,171 shares; 2025Q4: 11,915 shares 11,915 $1.83M 0.23% +9,744 Timeline IEI 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: 3,317 shares; 2025Q1: 13,597 shares; 2025Q2: 13,378 shares; 2025Q3: 15,487 shares; 2025Q4: 15,213 shares 15,213 $1.82M 0.23% -274 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,429 shares; 2024Q4: 260,014 shares; 2025Q1: 261,720 shares; 2025Q2: 267,364 shares; 2025Q3: 35,390 shares; 2025Q4: 35,906 shares 35,906 $1.81M 0.23% +516 Timeline SHM 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: 47,900 shares; 2024Q4: 44,604 shares; 2025Q1: 41,393 shares; 2025Q2: 39,299 shares; 2025Q3: 37,361 shares; 2025Q4: 37,492 shares 37,492 $1.8M 0.23% +131 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: 5,655 shares; 2024Q4: 5,257 shares; 2025Q1: 5,460 shares; 2025Q2: 5,425 shares; 2025Q3: 5,449 shares; 2025Q4: 5,490 shares 5,490 $1.77M 0.23% +41 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: 5,251 shares; 2024Q4: 5,269 shares; 2025Q1: 5,635 shares; 2025Q2: 5,389 shares; 2025Q3: 5,394 shares; 2025Q4: 5,404 shares 5,404 $1.75M 0.22% +10 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,398 shares; 2024Q4: 12,298 shares; 2025Q1: 12,628 shares; 2025Q2: 12,926 shares; 2025Q3: 12,630 shares; 2025Q4: 12,356 shares 12,356 $1.74M 0.22% -274 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 5,850 shares; 2025Q1: 6,593 shares; 2025Q2: 6,808 shares; 2025Q3: 7,350 shares; 2025Q4: 5,980 shares 5,980 $1.72M 0.22% -1,370 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP 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: 6,434 shares; 2025Q2: 46,764 shares; 2025Q3: 26,019 shares; 2025Q4: 26,679 shares 26,679 $1.72M 0.22% +660 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,412 shares; 2025Q4: 29,848 shares 29,848 $1.71M 0.22% +6,436 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,407 shares; 2024Q4: 10,720 shares; 2025Q1: 12,918 shares; 2025Q2: 13,110 shares; 2025Q3: 12,972 shares; 2025Q4: 13,551 shares 13,551 $1.63M 0.21% +579 Timeline VV 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: 5,026 shares; 2024Q4: 5,146 shares; 2025Q1: 5,486 shares; 2025Q2: 5,608 shares; 2025Q3: 4,982 shares; 2025Q4: 5,166 shares 5,166 $1.63M 0.21% +184 Timeline FIW 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: 10,368 shares; 2024Q4: 29,894 shares; 2025Q1: 19,117 shares; 2025Q2: 15,775 shares; 2025Q3: 15,899 shares; 2025Q4: 14,687 shares 14,687 $1.6M 0.2% -1,212 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: 1,498 shares; 2024Q4: 2,385 shares; 2025Q1: 2,900 shares; 2025Q2: 2,995 shares; 2025Q3: 3,162 shares; 2025Q4: 3,148 shares 3,148 $1.58M 0.2% -14 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: 31,461 shares; 2024Q4: 33,281 shares; 2025Q1: 33,833 shares; 2025Q2: 35,646 shares; 2025Q3: 35,633 shares; 2025Q4: 34,913 shares 34,913 $1.55M 0.2% -720 Timeline VIGI 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: 16,661 shares; 2024Q4: 16,735 shares; 2025Q1: 16,701 shares; 2025Q2: 16,958 shares; 2025Q3: 16,570 shares; 2025Q4: 16,676 shares 16,676 $1.53M 0.19% +106 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: 26,943 shares; 2024Q4: 12,284 shares; 2025Q1: 12,327 shares; 2025Q2: 12,422 shares; 2025Q3: 12,419 shares; 2025Q4: 12,590 shares 12,590 $1.52M 0.19% +171 Timeline IWB 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: 3,844 shares; 2024Q4: 3,846 shares; 2025Q1: 3,857 shares; 2025Q2: 3,844 shares; 2025Q3: 3,804 shares; 2025Q4: 3,946 shares 3,946 $1.47M 0.19% +142 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: not reported; 2024Q4: 5,362 shares; 2025Q1: 5,263 shares; 2025Q2: 20,752 shares; 2025Q3: 20,883 shares; 2025Q4: 32,556 shares 32,556 $1.46M 0.19% +11,673 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,044 shares; 2025Q3: 13,112 shares; 2025Q4: 13,533 shares 13,533 $1.45M 0.19% +421 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,256 shares; 2024Q4: 270,029 shares; 2025Q1: 152,010 shares; 2025Q2: 65,151 shares; 2025Q3: 39,311 shares; 2025Q4: 30,543 shares 30,543 $1.43M 0.18% -8,768 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,327 shares; 2025Q1: 42,142 shares; 2025Q2: 44,648 shares; 2025Q3: 51,057 shares; 2025Q4: 54,326 shares 54,326 $1.36M 0.17% +3,269 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,451 shares; 2024Q4: 42,374 shares; 2025Q1: 54,872 shares; 2025Q2: 70,360 shares; 2025Q3: 73,568 shares; 2025Q4: 71,931 shares 71,931 $1.36M 0.17% -1,637 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,209 shares 33,209 $1.31M 0.17% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,127 shares; 2025Q1: 18,311 shares; 2025Q2: 18,986 shares; 2025Q3: 17,975 shares; 2025Q4: 16,762 shares 16,762 $1.31M 0.17% -1,213 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,650 shares; 2024Q4: 24,466 shares; 2025Q1: 29,688 shares; 2025Q2: 28,884 shares; 2025Q3: 30,914 shares; 2025Q4: 28,126 shares 28,126 $1.29M 0.16% -2,788 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,364 shares; 2025Q1: 3,486 shares; 2025Q2: 3,641 shares; 2025Q3: 3,652 shares; 2025Q4: 3,806 shares 3,806 $1.28M 0.16% +154 Timeline FNDF 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: 36,675 shares; 2024Q4: 37,141 shares; 2025Q1: 34,530 shares; 2025Q2: 26,476 shares; 2025Q3: 27,427 shares; 2025Q4: 27,747 shares 27,747 $1.25M 0.16% +320 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: 3,002 shares; 2024Q4: 2,247 shares; 2025Q1: 2,219 shares; 2025Q2: 2,558 shares; 2025Q3: 3,412 shares; 2025Q4: 3,605 shares 3,605 $1.25M 0.16% +193 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,826 shares; 2024Q4: 21,563 shares; 2025Q1: 23,120 shares; 2025Q2: 16,350 shares; 2025Q3: 16,124 shares; 2025Q4: 17,359 shares 17,359 $1.21M 0.15% +1,235 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 44,475 shares; 2025Q4: 46,003 shares 46,003 $1.2M 0.15% +1,528 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: 9,722 shares; 2025Q4: 11,304 shares 11,304 $1.13M 0.14% +1,582 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: 2,505 shares; 2024Q4: 2,568 shares; 2025Q1: 2,743 shares; 2025Q2: 2,479 shares; 2025Q3: 3,559 shares; 2025Q4: 3,099 shares 3,099 $1.09M 0.14% -460 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 887 shares 887 $1.08M 0.14% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,684 shares; 2025Q1: 12,923 shares; 2025Q2: 3,360 shares; 2025Q3: 4,459 shares; 2025Q4: 4,532 shares 4,532 $994K 0.13% +73 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: 2,294 shares; 2024Q4: 4,748 shares; 2025Q1: 5,005 shares; 2025Q2: 4,962 shares; 2025Q3: 4,917 shares; 2025Q4: 5,255 shares 5,255 $968K 0.12% +338 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: not reported; 2024Q4: not reported; 2025Q1: 9,874 shares; 2025Q2: 9,912 shares; 2025Q3: 35,052 shares; 2025Q4: 37,940 shares 37,940 $942K 0.12% +2,888 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: 1,220 shares; 2024Q4: 1,219 shares; 2025Q1: 1,175 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,178 shares 1,178 $888K 0.11% +1 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,476 shares; 2025Q1: 3,589 shares; 2025Q2: 3,674 shares; 2025Q3: 4,159 shares; 2025Q4: 4,134 shares 4,134 $877K 0.11% -25 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,165 shares; 2024Q4: 13,395 shares; 2025Q1: 11,443 shares; 2025Q2: 11,521 shares; 2025Q3: 12,201 shares; 2025Q4: 12,499 shares 12,499 $874K 0.11% +298 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,789 shares; 2025Q4: 9,019 shares 9,019 $866K 0.11% +2,230 Timeline PID 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: 70,635 shares; 2024Q4: 52,927 shares; 2025Q1: 50,788 shares; 2025Q2: 44,024 shares; 2025Q3: 38,501 shares; 2025Q4: 38,999 shares 38,999 $858K 0.11% +498 Timeline BOTZ 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: 26,179 shares; 2024Q4: 30,455 shares; 2025Q1: 28,260 shares; 2025Q2: 29,650 shares; 2025Q3: 33,413 shares; 2025Q4: 23,558 shares 23,558 $854K 0.11% -9,855 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: 9,398 shares; 2024Q4: 9,451 shares; 2025Q1: 9,405 shares; 2025Q2: 9,408 shares; 2025Q3: 9,412 shares; 2025Q4: 9,435 shares 9,435 $823K 0.11% +23 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: 1,063 shares; 2024Q4: 995 shares; 2025Q1: 1,906 shares; 2025Q2: 2,034 shares; 2025Q3: 1,859 shares; 2025Q4: 2,693 shares 2,693 $813K 0.1% +834 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: 14,884 shares; 2024Q4: 16,042 shares; 2025Q1: 12,548 shares; 2025Q2: 12,863 shares; 2025Q3: 12,030 shares; 2025Q4: 12,066 shares 12,066 $811K 0.1% +36 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: 3,065 shares; 2024Q4: 3,169 shares; 2025Q1: 3,424 shares; 2025Q2: 3,808 shares; 2025Q3: 3,434 shares; 2025Q4: 2,977 shares 2,977 $807K 0.1% -457 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,760 shares 15,760 $802K 0.1% new Timeline BIL 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: 7,400 shares; 2024Q4: 10,314 shares; 2025Q1: 11,399 shares; 2025Q2: 6,889 shares; 2025Q3: 6,931 shares; 2025Q4: 8,366 shares 8,366 $764K 0.1% +1,435 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE 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: not reported; 2025Q2: not reported; 2025Q3: 65,098 shares; 2025Q4: 72,898 shares 72,898 $761K 0.1% +7,800 Timeline BUG 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: 19,816 shares; 2024Q4: 20,095 shares; 2025Q1: 21,993 shares; 2025Q2: 21,955 shares; 2025Q3: 22,232 shares; 2025Q4: 24,831 shares 24,831 $756K 0.1% +2,599 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 3,030 shares; 2025Q1: 3,033 shares; 2025Q2: 3,014 shares; 2025Q3: 3,002 shares; 2025Q4: 3,007 shares 3,007 $753K 0.1% +5 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 8,848 shares; 2025Q4: 11,085 shares 11,085 $750K 0.1% +2,237 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,792 shares; 2024Q4: 23,089 shares; 2025Q1: 36,782 shares; 2025Q2: 39,354 shares; 2025Q3: 41,887 shares; 2025Q4: 42,775 shares 42,775 $741K 0.09% +888 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: 2,882 shares; 2024Q4: 3,006 shares; 2025Q1: 3,377 shares; 2025Q2: 3,749 shares; 2025Q3: 3,739 shares; 2025Q4: 3,946 shares 3,946 $715K 0.09% +207 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: 3,332 shares; 2024Q4: 5,098 shares; 2025Q1: 5,074 shares; 2025Q2: 5,091 shares; 2025Q3: 4,978 shares; 2025Q4: 4,953 shares 4,953 $710K 0.09% -25 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: 3,727 shares; 2024Q4: 3,923 shares; 2025Q1: 3,942 shares; 2025Q2: 3,775 shares; 2025Q3: 3,363 shares; 2025Q4: 3,368 shares 3,368 $697K 0.09% +5 Timeline VSS 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: 5,270 shares; 2024Q4: 5,768 shares; 2025Q1: 5,789 shares; 2025Q2: 5,571 shares; 2025Q3: 4,797 shares; 2025Q4: 4,793 shares 4,793 $687K 0.09% -4 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: 2,266 shares; 2024Q4: 2,262 shares; 2025Q1: 2,258 shares; 2025Q2: 2,337 shares; 2025Q3: 2,274 shares; 2025Q4: 2,285 shares 2,285 $677K 0.09% +11 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,722 shares; 2024Q4: 2,637 shares; 2025Q1: 2,560 shares; 2025Q2: 2,475 shares; 2025Q3: 2,553 shares; 2025Q4: 2,594 shares 2,594 $669K 0.09% +41 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: 4,764 shares; 2024Q4: 4,883 shares; 2025Q1: 5,421 shares; 2025Q2: 5,515 shares; 2025Q3: 5,868 shares; 2025Q4: 5,604 shares 5,604 $646K 0.08% -264 Timeline VGSH 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: 28,866 shares; 2024Q4: 28,647 shares; 2025Q1: 11,774 shares; 2025Q2: 10,202 shares; 2025Q3: 11,756 shares; 2025Q4: 10,921 shares 10,921 $641K 0.08% -835 Timeline BSV 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: 5,905 shares; 2024Q4: 6,231 shares; 2025Q1: 7,583 shares; 2025Q2: 7,577 shares; 2025Q3: 8,259 shares; 2025Q4: 8,090 shares 8,090 $638K 0.08% -169 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: 7,987 shares; 2024Q4: 8,027 shares; 2025Q1: 8,106 shares; 2025Q2: 7,938 shares; 2025Q3: 7,811 shares; 2025Q4: 8,157 shares 8,157 $634K 0.08% +346 Timeline XSLV 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: 9,911 shares; 2024Q4: 10,255 shares; 2025Q1: 12,188 shares; 2025Q2: 13,128 shares; 2025Q3: 13,229 shares; 2025Q4: 13,316 shares 13,316 $617K 0.08% +87 Timeline SPHD 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: 7,190 shares; 2024Q4: 7,192 shares; 2025Q1: 7,285 shares; 2025Q2: 8,635 shares; 2025Q3: 8,191 shares; 2025Q4: 12,558 shares 12,558 $603K 0.08% +4,367 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: 5,450 shares; 2024Q4: 5,746 shares; 2025Q1: 8,085 shares; 2025Q2: 8,237 shares; 2025Q3: 8,754 shares; 2025Q4: 9,070 shares 9,070 $599K 0.08% +316 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: 6,678 shares; 2024Q4: 26,373 shares; 2025Q1: 27,205 shares; 2025Q2: 28,030 shares; 2025Q3: 7,294 shares; 2025Q4: 7,295 shares 7,295 $586K 0.07% +1 Timeline DVYE 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: 31,500 shares; 2024Q4: 33,311 shares; 2025Q1: 37,471 shares; 2025Q2: 16,310 shares; 2025Q3: 17,767 shares; 2025Q4: 18,683 shares 18,683 $582K 0.07% +916 Timeline IDV 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: 19,586 shares; 2024Q4: 19,418 shares; 2025Q1: 20,042 shares; 2025Q2: 18,065 shares; 2025Q3: 16,297 shares; 2025Q4: 14,656 shares 14,656 $578K 0.07% -1,641 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: 5,390 shares; 2024Q4: 5,022 shares; 2025Q1: 5,413 shares; 2025Q2: 5,098 shares; 2025Q3: 4,807 shares; 2025Q4: 5,179 shares 5,179 $577K 0.07% +372 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,190 shares; 2025Q1: 8,925 shares; 2025Q2: 9,418 shares; 2025Q3: 11,245 shares; 2025Q4: 10,822 shares 10,822 $574K 0.07% -423 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: 5,245 shares; 2024Q4: 5,280 shares; 2025Q1: 5,502 shares; 2025Q2: 5,802 shares; 2025Q3: 5,821 shares; 2025Q4: 5,952 shares 5,952 $561K 0.07% +131 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,823 shares; 2024Q4: 2,878 shares; 2025Q1: 3,105 shares; 2025Q2: 2,935 shares; 2025Q3: 3,880 shares; 2025Q4: 2,673 shares 2,673 $555K 0.07% -1,207 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,429 shares; 2025Q1: 3,152 shares; 2025Q2: 3,362 shares; 2025Q3: 3,877 shares; 2025Q4: 3,776 shares 3,776 $544K 0.07% -101 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,619 shares; 2024Q4: 27,216 shares; 2025Q1: 27,483 shares; 2025Q2: 33,153 shares; 2025Q3: 29,100 shares; 2025Q4: 30,246 shares 30,246 $536K 0.07% +1,146 Timeline PSCT 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: 5,497 shares; 2025Q1: 7,263 shares; 2025Q2: 7,735 shares; 2025Q3: 9,107 shares; 2025Q4: 9,428 shares 9,428 $534K 0.07% +321 Timeline SOXX 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: 1,748 shares 1,748 $526K 0.07% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 895 shares; 2025Q1: 960 shares; 2025Q2: 931 shares; 2025Q3: 932 shares; 2025Q4: 866 shares 866 $523K 0.07% -66 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 2,222 shares; 2025Q4: 2,306 shares 2,306 $519K 0.07% +84 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 3,411 shares; 2025Q1: 3,498 shares; 2025Q2: 3,477 shares; 2025Q3: 3,703 shares; 2025Q4: 3,847 shares 3,847 $506K 0.06% +144 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,501 shares; 2025Q1: 4,612 shares; 2025Q2: 4,974 shares; 2025Q3: 6,189 shares; 2025Q4: 6,576 shares 6,576 $499K 0.06% +387 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: 1,896 shares; 2024Q4: 2,156 shares; 2025Q1: 2,384 shares; 2025Q2: 2,493 shares; 2025Q3: 2,405 shares; 2025Q4: 2,355 shares 2,355 $493K 0.06% -50 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,836 shares; 2025Q1: 1,848 shares; 2025Q2: 2,087 shares; 2025Q3: 2,713 shares; 2025Q4: 3,200 shares 3,200 $488K 0.06% +487 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: 5,244 shares; 2025Q1: 5,524 shares; 2025Q2: 5,448 shares; 2025Q3: 5,441 shares; 2025Q4: 5,469 shares 5,469 $484K 0.06% +28 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,393 shares; 2024Q4: 12,544 shares; 2025Q1: 12,544 shares; 2025Q2: 12,787 shares; 2025Q3: 12,787 shares; 2025Q4: 12,895 shares 12,895 $477K 0.06% +108 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,068 shares 6,068 $463K 0.06% new 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: 9,306 shares; 2024Q4: 9,221 shares; 2025Q1: 9,070 shares; 2025Q2: 8,011 shares; 2025Q3: 7,795 shares; 2025Q4: 7,371 shares 7,371 $461K 0.06% -424 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: 1,423 shares; 2024Q4: 1,505 shares; 2025Q1: 1,508 shares; 2025Q2: 1,510 shares; 2025Q3: 1,416 shares; 2025Q4: 981 shares 981 $457K 0.06% -435 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: 2,179 shares; 2025Q4: 2,511 shares 2,511 $446K 0.06% +332 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: 905 shares; 2024Q4: 1,258 shares; 2025Q1: 1,132 shares; 2025Q2: 1,073 shares; 2025Q3: 946 shares; 2025Q4: 896 shares 896 $431K 0.05% -50 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,883 shares 19,883 $420K 0.05% new Timeline ACWX 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: 6,212 shares; 2024Q4: 6,303 shares; 2025Q1: 6,241 shares; 2025Q2: 6,245 shares; 2025Q3: 6,043 shares; 2025Q4: 6,218 shares 6,218 $417K 0.05% +175 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,411 shares; 2025Q4: 2,574 shares 2,574 $414K 0.05% +163 Timeline JXI 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: 5,242 shares; 2025Q4: 5,242 shares 5,242 $412K 0.05% 0 Timeline BKLN 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: 11,649 shares; 2024Q4: 12,022 shares; 2025Q1: 11,649 shares; 2025Q2: 19,245 shares; 2025Q3: 19,380 shares; 2025Q4: 19,507 shares 19,507 $410K 0.05% +127 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 610 shares; 2025Q4: 715 shares 715 $405K 0.05% +105 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,859 shares; 2025Q1: 6,381 shares; 2025Q2: 6,777 shares; 2025Q3: 7,991 shares; 2025Q4: 7,081 shares 7,081 $405K 0.05% -910 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: 1,475 shares; 2024Q4: 1,959 shares; 2025Q1: 2,143 shares; 2025Q2: 2,082 shares; 2025Q3: 1,632 shares; 2025Q4: 1,568 shares 1,568 $403K 0.05% -64 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,505 shares; 2024Q4: 8,457 shares; 2025Q1: 7,727 shares; 2025Q2: 9,036 shares; 2025Q3: 8,482 shares; 2025Q4: 8,172 shares 8,172 $402K 0.05% -310 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,091 shares; 2024Q4: 4,354 shares; 2025Q1: 4,354 shares; 2025Q2: 4,157 shares; 2025Q3: 4,152 shares; 2025Q4: 3,292 shares 3,292 $400K 0.05% -860 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 4,450 shares; 2025Q1: 2,850 shares; 2025Q2: 2,851 shares; 2025Q3: 2,842 shares; 2025Q4: 3,024 shares 3,024 $393K 0.05% +182 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: 2,723 shares; 2024Q4: 2,503 shares; 2025Q1: 2,172 shares; 2025Q2: 2,184 shares; 2025Q3: 2,196 shares; 2025Q4: 2,206 shares 2,206 $392K 0.05% +10 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,488 shares; 2025Q2: 4,791 shares; 2025Q3: 6,452 shares; 2025Q4: 6,967 shares 6,967 $389K 0.05% +515 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: 3,091 shares; 2025Q1: 3,095 shares; 2025Q2: 3,115 shares; 2025Q3: 3,134 shares; 2025Q4: 3,159 shares 3,159 $388K 0.05% +25 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: 1,714 shares; 2024Q4: 1,712 shares; 2025Q1: 1,451 shares; 2025Q2: 1,451 shares; 2025Q3: 1,442 shares; 2025Q4: 1,426 shares 1,426 $384K 0.05% -16 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: 1,186 shares; 2024Q4: 1,189 shares; 2025Q1: 1,195 shares; 2025Q2: 1,338 shares; 2025Q3: 1,322 shares; 2025Q4: 1,582 shares 1,582 $382K 0.05% +260 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: 1,840 shares; 2024Q4: 1,767 shares; 2025Q1: 1,763 shares; 2025Q2: 1,734 shares; 2025Q3: 1,653 shares; 2025Q4: 1,667 shares 1,667 $381K 0.05% +14 Timeline IBDR 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: 13,647 shares; 2024Q4: 13,773 shares; 2025Q1: 13,837 shares; 2025Q2: 13,933 shares; 2025Q3: 15,326 shares; 2025Q4: 15,475 shares 15,475 $375K 0.05% +149 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: 29,143 shares; 2024Q4: 27,954 shares; 2025Q1: 31,575 shares; 2025Q2: 31,801 shares; 2025Q3: 13,958 shares; 2025Q4: 9,201 shares 9,201 $375K 0.05% -4,757 Timeline SHY 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: 6,166 shares; 2024Q4: 6,162 shares; 2025Q1: 5,164 shares; 2025Q2: 4,094 shares; 2025Q3: 3,662 shares; 2025Q4: 4,370 shares 4,370 $362K 0.05% +708 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: 375 shares; 2024Q4: 375 shares; 2025Q1: 363 shares; 2025Q2: 375 shares; 2025Q3: 383 shares; 2025Q4: 3,850 shares 3,850 $361K 0.05% +3,467 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: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,603 shares; 2025Q3: 2,603 shares; 2025Q4: 2,603 shares 2,603 $359K 0.05% 0 Timeline IBDS 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: 8,689 shares; 2025Q1: 12,982 shares; 2025Q2: 13,079 shares; 2025Q3: 14,424 shares; 2025Q4: 14,573 shares 14,573 $354K 0.05% +149 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,408 shares; 2025Q4: 1,408 shares 1,408 $343K 0.04% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 2,907 shares; 2025Q1: not reported; 2025Q2: 3,955 shares; 2025Q3: 3,869 shares; 2025Q4: 3,887 shares 3,887 $342K 0.04% +18 Timeline IFRA 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: 6,693 shares; 2025Q3: 6,574 shares; 2025Q4: 6,430 shares 6,430 $338K 0.04% -144 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 975 shares; 2025Q1: 1,173 shares; 2025Q2: 1,191 shares; 2025Q3: 1,271 shares; 2025Q4: 1,206 shares 1,206 $332K 0.04% -65 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 196 shares 196 $331K 0.04% +2 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: 1,897 shares; 2024Q4: 1,726 shares; 2025Q1: 1,793 shares; 2025Q2: 2,166 shares; 2025Q3: 2,153 shares; 2025Q4: 2,155 shares 2,155 $331K 0.04% +2 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: 1,105 shares; 2024Q4: 1,281 shares; 2025Q1: 1,153 shares; 2025Q2: 1,279 shares; 2025Q3: 1,297 shares; 2025Q4: 1,339 shares 1,339 $330K 0.04% +42 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: 5,145 shares; 2024Q4: 10,582 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,689 shares 13,689 $329K 0.04% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,360 shares; 2024Q4: 12,212 shares; 2025Q1: 13,279 shares; 2025Q2: 13,440 shares; 2025Q3: 13,391 shares; 2025Q4: 13,187 shares 13,187 $328K 0.04% -204 Timeline LIT 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: 36,862 shares; 2024Q4: 24,404 shares; 2025Q1: 5,997 shares; 2025Q2: 6,050 shares; 2025Q3: 5,622 shares; 2025Q4: 4,820 shares 4,820 $313K 0.04% -802 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: not reported; 2024Q4: 1,964 shares; 2025Q1: not reported; 2025Q2: 1,984 shares; 2025Q3: 2,768 shares; 2025Q4: 2,740 shares 2,740 $312K 0.04% -28 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 374 shares 374 $303K 0.04% +1 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,259 shares; 2024Q4: 6,269 shares; 2025Q1: 5,135 shares; 2025Q2: 4,291 shares; 2025Q3: 4,051 shares; 2025Q4: 3,720 shares 3,720 $298K 0.04% -331 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,752 shares; 2024Q4: 6,695 shares; 2025Q1: 6,678 shares; 2025Q2: 6,374 shares; 2025Q3: 6,497 shares; 2025Q4: 6,086 shares 6,086 $295K 0.04% -411 Timeline ACWI 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: 2,151 shares; 2024Q4: 2,162 shares; 2025Q1: 2,138 shares; 2025Q2: 2,147 shares; 2025Q3: 2,055 shares; 2025Q4: 2,050 shares 2,050 $290K 0.04% -5 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG 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: not reported; 2025Q3: 1,664 shares; 2025Q4: 1,976 shares 1,976 $290K 0.04% +312 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,882 shares 1,882 $280K 0.04% new Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 4,082 shares 4,082 $267K 0.03% new 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: 21,798 shares; 2024Q4: 22,146 shares; 2025Q1: not reported; 2025Q2: 22,419 shares; 2025Q3: 22,419 shares; 2025Q4: 22,626 shares 22,626 $265K 0.03% +207 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: 3,547 shares; 2024Q4: 3,759 shares; 2025Q1: 3,969 shares; 2025Q2: 3,779 shares; 2025Q3: 4,472 shares; 2025Q4: 4,469 shares 4,469 $262K 0.03% -3 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,546 shares; 2025Q4: 1,310 shares 1,310 $253K 0.03% -236 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: 455 shares; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 422 shares; 2025Q3: 382 shares; 2025Q4: 383 shares 383 $253K 0.03% +1 Timeline SJNK 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: 11,881 shares; 2024Q4: 11,983 shares; 2025Q1: 12,007 shares; 2025Q2: 12,046 shares; 2025Q3: 11,008 shares; 2025Q4: 9,944 shares 9,944 $252K 0.03% -1,064 Timeline CPTL 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: 5,441 shares; 2024Q4: 5,250 shares; 2025Q1: 6,075 shares; 2025Q2: 6,132 shares; 2025Q3: 5,948 shares; 2025Q4: 5,772 shares 5,772 $251K 0.03% -176 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 725 shares; 2025Q3: 737 shares; 2025Q4: 742 shares 742 $250K 0.03% +5 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 2,393 shares 2,393 $248K 0.03% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK 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: not reported; 2025Q3: not reported; 2025Q4: 6,633 shares 6,633 $242K 0.03% new Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS 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: 8,391 shares; 2025Q3: 10,227 shares; 2025Q4: 9,225 shares 9,225 $239K 0.03% -1,002 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 2,570 shares; 2025Q1: 2,547 shares; 2025Q2: 2,585 shares; 2025Q3: 2,270 shares; 2025Q4: 1,690 shares 1,690 $239K 0.03% -580 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: 2,475 shares; 2025Q3: 2,106 shares; 2025Q4: 2,106 shares 2,106 $238K 0.03% 0 Timeline MOG-B MOOG INC More: the full row for MOOG 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: 954 shares 954 $237K 0.03% new 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: 1,913 shares; 2024Q4: 1,836 shares; 2025Q1: 1,921 shares; 2025Q2: 1,817 shares; 2025Q3: 1,777 shares; 2025Q4: 1,685 shares 1,685 $235K 0.03% -92 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: 1,368 shares; 2024Q4: 1,427 shares; 2025Q1: 1,412 shares; 2025Q2: 1,431 shares; 2025Q3: 1,307 shares; 2025Q4: 1,368 shares 1,368 $234K 0.03% +61 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: 2,149 shares; 2024Q4: 2,208 shares; 2025Q1: 2,067 shares; 2025Q2: 1,985 shares; 2025Q3: 2,173 shares; 2025Q4: 2,189 shares 2,189 $234K 0.03% +16 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: 699 shares; 2024Q4: 648 shares; 2025Q1: 627 shares; 2025Q2: 603 shares; 2025Q3: 623 shares; 2025Q4: 676 shares 676 $232K 0.03% +53 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 840 shares; 2025Q1: 842 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 786 shares 786 $227K 0.03% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares 1,747 $226K 0.03% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,504 shares; 2025Q2: 1,903 shares; 2025Q3: 1,848 shares; 2025Q4: 1,884 shares 1,884 $221K 0.03% +36 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: 2,584 shares; 2024Q4: 2,707 shares; 2025Q1: 2,578 shares; 2025Q2: 2,687 shares; 2025Q3: 2,703 shares; 2025Q4: 2,741 shares 2,741 $216K 0.03% +38 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,675 shares 7,675 $216K 0.03% new 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: 262 shares 262 $215K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 577 shares 577 $213K 0.03% new 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: 4,766 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,766 shares; 2025Q4: 4,766 shares 4,766 $213K 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,722 shares 1,722 $201K 0.03% new 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: 2,679 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,688 shares 4,688 $200K 0.03% new Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING 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: 14,863 shares; 2025Q3: 14,863 shares; 2025Q4: 14,863 shares 14,863 $186K 0.02% 0 Timeline