JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407,488 shares; 2024Q4: 1,315,095 shares; 2025Q1: 1,415,648 shares; 2025Q2: 1,479,587 shares; 2025Q3: 1,534,530 shares; 2025Q4: 1,552,845 shares 1,552,845 $88.9M 5.75% +18,315 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,048 shares; 2024Q4: 58,624 shares; 2025Q1: 393,209 shares; 2025Q2: 427,572 shares; 2025Q3: 451,260 shares; 2025Q4: 458,668 shares 458,668 $87.9M 5.68% +7,408 Timeline ILCG 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: 646,053 shares; 2024Q4: 592,467 shares; 2025Q1: 585,327 shares; 2025Q2: 598,563 shares; 2025Q3: 599,825 shares; 2025Q4: 586,634 shares 586,634 $61M 3.95% -13,191 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: 396,059 shares; 2024Q4: 408,815 shares; 2025Q1: 411,049 shares; 2025Q2: 433,332 shares; 2025Q3: 446,537 shares; 2025Q4: 457,586 shares 457,586 $52.1M 3.37% +11,049 Timeline MDYV 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: 570,423 shares; 2024Q4: 547,880 shares; 2025Q1: 556,287 shares; 2025Q2: 588,546 shares; 2025Q3: 599,515 shares; 2025Q4: 610,840 shares 610,840 $51.7M 3.34% +11,325 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,789 shares; 2024Q4: 622,599 shares; 2025Q1: 628,533 shares; 2025Q2: 654,293 shares; 2025Q3: 664,330 shares; 2025Q4: 680,847 shares 680,847 $51.6M 3.33% +16,517 Timeline MDYG 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: 461,868 shares; 2024Q4: 455,341 shares; 2025Q1: 460,881 shares; 2025Q2: 479,764 shares; 2025Q3: 488,947 shares; 2025Q4: 497,231 shares 497,231 $46M 2.97% +8,284 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: 143,582 shares; 2024Q4: 142,900 shares; 2025Q1: 140,849 shares; 2025Q2: 146,337 shares; 2025Q3: 147,810 shares; 2025Q4: 149,204 shares 149,204 $40.6M 2.62% +1,394 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: 405,111 shares; 2024Q4: 1,173,281 shares; 2025Q1: 1,133,889 shares; 2025Q2: 1,138,942 shares; 2025Q3: 1,118,478 shares; 2025Q4: 1,100,145 shares 1,100,145 $32.6M 2.11% -18,333 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: 302,802 shares; 2024Q4: 291,611 shares; 2025Q1: 298,116 shares; 2025Q2: 318,280 shares; 2025Q3: 326,796 shares; 2025Q4: 330,955 shares 330,955 $31.2M 2.01% +4,159 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: 131,507 shares; 2024Q4: 132,094 shares; 2025Q1: 130,909 shares; 2025Q2: 140,453 shares; 2025Q3: 142,462 shares; 2025Q4: 147,573 shares 147,573 $27.5M 1.78% +5,111 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,648 shares; 2024Q4: 440,878 shares; 2025Q1: 474,406 shares; 2025Q2: 503,436 shares; 2025Q3: 557,927 shares; 2025Q4: 630,483 shares 630,483 $26.5M 1.71% +72,556 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,071 shares; 2024Q4: 41,649 shares; 2025Q1: 42,708 shares; 2025Q2: 45,075 shares; 2025Q3: 45,594 shares; 2025Q4: 47,619 shares 47,619 $23M 1.49% +2,025 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: 191,758 shares; 2024Q4: 188,416 shares; 2025Q1: 181,191 shares; 2025Q2: 182,133 shares; 2025Q3: 180,308 shares; 2025Q4: 178,395 shares 178,395 $22M 1.42% -1,913 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: 95,712 shares; 2024Q4: 90,777 shares; 2025Q1: 89,177 shares; 2025Q2: 90,445 shares; 2025Q3: 91,281 shares; 2025Q4: 89,981 shares 89,981 $19.8M 1.28% -1,300 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,965 shares; 2024Q4: 273,232 shares; 2025Q1: 273,267 shares; 2025Q2: 280,322 shares; 2025Q3: 273,920 shares; 2025Q4: 270,652 shares 270,652 $19.3M 1.25% -3,268 Timeline EFV 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: 270,738 shares; 2024Q4: 269,315 shares; 2025Q1: 265,495 shares; 2025Q2: 271,662 shares; 2025Q3: 271,922 shares; 2025Q4: 269,685 shares 269,685 $19.3M 1.24% -2,237 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: 67,602 shares; 2024Q4: 66,957 shares; 2025Q1: 68,464 shares; 2025Q2: 72,669 shares; 2025Q3: 73,916 shares; 2025Q4: 79,024 shares 79,024 $18.2M 1.18% +5,108 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,484 shares; 2024Q4: 534,134 shares; 2025Q1: 546,288 shares; 2025Q2: 559,901 shares; 2025Q3: 567,539 shares; 2025Q4: 604,350 shares 604,350 $18.2M 1.17% +36,811 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: 45,781 shares; 2024Q4: 47,031 shares; 2025Q1: 45,390 shares; 2025Q2: 49,663 shares; 2025Q3: 50,418 shares; 2025Q4: 52,256 shares 52,256 $18.1M 1.17% +1,838 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,323 shares; 2024Q4: 209,465 shares; 2025Q1: 211,717 shares; 2025Q2: 213,031 shares; 2025Q3: 214,091 shares; 2025Q4: 218,686 shares 218,686 $17.2M 1.11% +4,595 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: 45,795 shares; 2024Q4: 50,316 shares; 2025Q1: 50,805 shares; 2025Q2: 51,562 shares; 2025Q3: 52,379 shares; 2025Q4: 54,104 shares 54,104 $17M 1.1% +1,725 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,069 shares; 2024Q4: 331,326 shares; 2025Q1: 350,743 shares; 2025Q2: 364,567 shares; 2025Q3: 380,422 shares; 2025Q4: 421,309 shares 421,309 $17M 1.1% +40,887 Timeline KEMX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,063 shares; 2024Q4: 434,236 shares; 2025Q1: 445,344 shares; 2025Q2: 444,570 shares; 2025Q3: 447,175 shares; 2025Q4: 445,597 shares 445,597 $16.5M 1.07% -1,578 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,655 shares; 2024Q4: 264,738 shares; 2025Q1: 276,194 shares; 2025Q2: 287,290 shares; 2025Q3: 304,496 shares; 2025Q4: 339,576 shares 339,576 $16.1M 1.04% +35,080 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,785 shares; 2024Q4: 234,146 shares; 2025Q1: 243,716 shares; 2025Q2: 250,786 shares; 2025Q3: 252,704 shares; 2025Q4: 272,053 shares 272,053 $16M 1.03% +19,349 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: 179,566 shares; 2024Q4: 179,999 shares; 2025Q1: 186,311 shares; 2025Q2: 160,891 shares; 2025Q3: 169,137 shares; 2025Q4: 174,641 shares 174,641 $15.9M 1.03% +5,504 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,845 shares; 2024Q4: 178,531 shares; 2025Q1: 179,033 shares; 2025Q2: 180,736 shares; 2025Q3: 179,057 shares; 2025Q4: 174,999 shares 174,999 $14.4M 0.93% -4,058 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: 34,863 shares; 2024Q4: 35,442 shares; 2025Q1: 36,212 shares; 2025Q2: 38,982 shares; 2025Q3: 39,638 shares; 2025Q4: 41,733 shares 41,733 $13.4M 0.87% +2,095 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: 16,426 shares; 2024Q4: 16,553 shares; 2025Q1: 16,904 shares; 2025Q2: 18,279 shares; 2025Q3: 18,600 shares; 2025Q4: 18,979 shares 18,979 $12.5M 0.81% +379 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,566 shares; 2024Q4: 93,370 shares; 2025Q1: 94,718 shares; 2025Q2: 110,078 shares; 2025Q3: 119,820 shares; 2025Q4: 122,308 shares 122,308 $12.5M 0.81% +2,488 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: 104,705 shares; 2024Q4: 412,193 shares; 2025Q1: 394,117 shares; 2025Q2: 393,347 shares; 2025Q3: 373,512 shares; 2025Q4: 373,683 shares 373,683 $12.2M 0.79% +171 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: 81,985 shares; 2024Q4: 84,613 shares; 2025Q1: 83,402 shares; 2025Q2: 83,849 shares; 2025Q3: 84,426 shares; 2025Q4: 90,109 shares 90,109 $11M 0.71% +5,683 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: 5,638 shares; 2024Q4: 8,856 shares; 2025Q1: 8,965 shares; 2025Q2: 9,539 shares; 2025Q3: 9,774 shares; 2025Q4: 10,065 shares 10,065 $10.8M 0.7% +291 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,749 shares; 2024Q4: 309,207 shares; 2025Q1: 300,263 shares; 2025Q2: 302,429 shares; 2025Q3: 308,318 shares; 2025Q4: 310,018 shares 310,018 $10.8M 0.7% +1,700 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: 77,339 shares; 2024Q4: 78,430 shares; 2025Q1: 83,509 shares; 2025Q2: 86,187 shares; 2025Q3: 88,687 shares; 2025Q4: 94,637 shares 94,637 $10.5M 0.68% +5,950 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: 13,546 shares; 2024Q4: 13,069 shares; 2025Q1: 13,519 shares; 2025Q2: 14,322 shares; 2025Q3: 14,820 shares; 2025Q4: 15,381 shares 15,381 $10.5M 0.68% +561 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: 236,507 shares; 2024Q4: 247,079 shares; 2025Q1: 242,647 shares; 2025Q2: 246,532 shares; 2025Q3: 254,001 shares; 2025Q4: 262,187 shares 262,187 $10.3M 0.67% +8,186 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: 218,235 shares; 2024Q4: 223,484 shares; 2025Q1: 219,577 shares; 2025Q2: 219,651 shares; 2025Q3: 222,202 shares; 2025Q4: 223,694 shares 223,694 $10.1M 0.65% +1,492 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: 4,799 shares; 2024Q4: 4,701 shares; 2025Q1: 4,679 shares; 2025Q2: 12,225 shares; 2025Q3: 20,916 shares; 2025Q4: 24,824 shares 24,824 $9.84M 0.64% +3,908 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: 13,443 shares; 2024Q4: 13,719 shares; 2025Q1: 14,209 shares; 2025Q2: 14,886 shares; 2025Q3: 15,294 shares; 2025Q4: 15,900 shares 15,900 $9.11M 0.59% +606 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: 38,074 shares; 2024Q4: 38,738 shares; 2025Q1: 40,286 shares; 2025Q2: 40,868 shares; 2025Q3: 41,848 shares; 2025Q4: 43,819 shares 43,819 $9.07M 0.59% +1,971 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: 45,925 shares; 2024Q4: 45,769 shares; 2025Q1: 43,280 shares; 2025Q2: 42,586 shares; 2025Q3: 42,205 shares; 2025Q4: 41,765 shares 41,765 $8.86M 0.57% -440 Timeline FLTR 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: 293,145 shares; 2024Q4: 323,813 shares; 2025Q1: 326,476 shares; 2025Q2: 326,833 shares; 2025Q3: 325,630 shares; 2025Q4: 345,063 shares 345,063 $8.79M 0.57% +19,433 Timeline REGL 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: 77,727 shares; 2024Q4: 81,389 shares; 2025Q1: 83,314 shares; 2025Q2: 86,539 shares; 2025Q3: 92,762 shares; 2025Q4: 99,759 shares 99,759 $8.4M 0.54% +6,997 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: 37,128 shares; 2025Q1: 39,086 shares; 2025Q2: 44,657 shares; 2025Q3: 46,152 shares; 2025Q4: 48,563 shares 48,563 $8.31M 0.54% +2,411 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: 10,422 shares; 2024Q4: 36,307 shares; 2025Q1: 39,276 shares; 2025Q2: 41,490 shares; 2025Q3: 42,832 shares; 2025Q4: 45,206 shares 45,206 $8.04M 0.52% +2,374 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: 8,132 shares; 2024Q4: 8,125 shares; 2025Q1: 7,992 shares; 2025Q2: 8,138 shares; 2025Q3: 7,936 shares; 2025Q4: 11,454 shares 11,454 $7.85M 0.51% +3,518 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: 48,773 shares; 2024Q4: 56,272 shares; 2025Q1: 58,567 shares; 2025Q2: 60,640 shares; 2025Q3: 61,685 shares; 2025Q4: 64,335 shares 64,335 $7.74M 0.5% +2,650 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: 25,049 shares; 2024Q4: 24,502 shares; 2025Q1: 23,122 shares; 2025Q2: 24,437 shares; 2025Q3: 24,410 shares; 2025Q4: 24,356 shares 24,356 $7.62M 0.49% -54 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: 133,974 shares; 2024Q4: 128,786 shares; 2025Q1: 127,860 shares; 2025Q2: 130,223 shares; 2025Q3: 133,586 shares; 2025Q4: 142,219 shares 142,219 $7.34M 0.47% +8,633 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: 37,627 shares; 2024Q4: 38,381 shares; 2025Q1: 40,321 shares; 2025Q2: 42,441 shares; 2025Q3: 44,101 shares; 2025Q4: 46,633 shares 46,633 $7.11M 0.46% +2,532 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: 71,752 shares; 2024Q4: 72,153 shares; 2025Q1: 73,855 shares; 2025Q2: 74,030 shares; 2025Q3: 74,326 shares; 2025Q4: 74,589 shares 74,589 $7.02M 0.45% +263 Timeline ANGL 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: 207,215 shares; 2024Q4: 217,125 shares; 2025Q1: 221,610 shares; 2025Q2: 221,067 shares; 2025Q3: 223,309 shares; 2025Q4: 232,375 shares 232,375 $6.82M 0.44% +9,066 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: 24,788 shares; 2024Q4: 25,287 shares; 2025Q1: 26,351 shares; 2025Q2: 27,726 shares; 2025Q3: 28,250 shares; 2025Q4: 29,565 shares 29,565 $6.76M 0.44% +1,315 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: 6,215 shares; 2024Q4: 6,353 shares; 2025Q1: 6,609 shares; 2025Q2: 6,892 shares; 2025Q3: 6,999 shares; 2025Q4: 7,265 shares 7,265 $6.26M 0.4% +266 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,251 shares; 2024Q4: 4,120 shares; 2025Q1: 5,031 shares; 2025Q2: 13,173 shares; 2025Q3: 13,346 shares; 2025Q4: 13,814 shares 13,814 $6.21M 0.4% +468 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: 34,739 shares; 2025Q3: 63,767 shares; 2025Q4: 147,284 shares 147,284 $6.11M 0.39% +83,517 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: 42,645 shares; 2024Q4: 41,731 shares; 2025Q1: 41,191 shares; 2025Q2: 42,137 shares; 2025Q3: 41,467 shares; 2025Q4: 40,990 shares 40,990 $6.09M 0.39% -477 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: 33,624 shares; 2024Q4: 33,386 shares; 2025Q1: 33,509 shares; 2025Q2: 33,349 shares; 2025Q3: 32,923 shares; 2025Q4: 33,245 shares 33,245 $5.9M 0.38% +322 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: 8,005 shares; 2024Q4: 8,006 shares; 2025Q1: 7,973 shares; 2025Q2: 9,023 shares; 2025Q3: 9,078 shares; 2025Q4: 9,317 shares 9,317 $5.84M 0.38% +239 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: 18,136 shares; 2024Q4: 17,630 shares; 2025Q1: 17,445 shares; 2025Q2: 17,416 shares; 2025Q3: 17,021 shares; 2025Q4: 17,154 shares 17,154 $5.75M 0.37% +133 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: 22,463 shares; 2024Q4: 23,246 shares; 2025Q1: 24,339 shares; 2025Q2: 26,581 shares; 2025Q3: 27,754 shares; 2025Q4: 29,172 shares 29,172 $5.18M 0.33% +1,418 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: 93,699 shares; 2024Q4: 90,885 shares; 2025Q1: 85,842 shares; 2025Q2: 80,649 shares; 2025Q3: 77,858 shares; 2025Q4: 76,058 shares 76,058 $5.11M 0.33% -1,800 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: 11,774 shares; 2024Q4: 11,991 shares; 2025Q1: 12,457 shares; 2025Q2: 13,497 shares; 2025Q3: 13,932 shares; 2025Q4: 14,535 shares 14,535 $5.1M 0.33% +603 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: 12,255 shares; 2024Q4: 12,320 shares; 2025Q1: 12,701 shares; 2025Q2: 13,345 shares; 2025Q3: 13,753 shares; 2025Q4: 14,421 shares 14,421 $4.96M 0.32% +668 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: 11,727 shares; 2024Q4: 12,175 shares; 2025Q1: 12,926 shares; 2025Q2: 13,839 shares; 2025Q3: 14,415 shares; 2025Q4: 15,269 shares 15,269 $4.86M 0.31% +854 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,076 shares; 2024Q4: 63,076 shares; 2025Q1: 63,076 shares; 2025Q2: 70,348 shares; 2025Q3: 70,399 shares; 2025Q4: 62,899 shares 62,899 $4.67M 0.3% -7,500 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: 50,972 shares; 2024Q4: 48,802 shares; 2025Q1: 49,645 shares; 2025Q2: 50,919 shares; 2025Q3: 50,661 shares; 2025Q4: 51,520 shares 51,520 $4.61M 0.3% +859 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,885 shares; 2025Q3: 67,297 shares; 2025Q4: 77,363 shares 77,363 $4.5M 0.29% +10,066 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: 12,007 shares; 2024Q4: 12,330 shares; 2025Q1: 12,939 shares; 2025Q2: 13,860 shares; 2025Q3: 14,499 shares; 2025Q4: 15,362 shares 15,362 $4.46M 0.29% +863 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: 27,141 shares; 2024Q4: 27,690 shares; 2025Q1: 28,682 shares; 2025Q2: 29,585 shares; 2025Q3: 30,292 shares; 2025Q4: 31,065 shares 31,065 $4.45M 0.29% +773 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: 29,798 shares; 2024Q4: 28,963 shares; 2025Q1: 28,154 shares; 2025Q2: 27,841 shares; 2025Q3: 31,308 shares; 2025Q4: 31,526 shares 31,526 $4.45M 0.29% +218 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: 31,266 shares; 2024Q4: 32,141 shares; 2025Q1: 33,351 shares; 2025Q2: 34,992 shares; 2025Q3: 36,196 shares; 2025Q4: 37,956 shares 37,956 $4.45M 0.29% +1,760 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,305 shares; 2024Q4: 66,506 shares; 2025Q1: 73,460 shares; 2025Q2: 68,595 shares; 2025Q3: 72,913 shares; 2025Q4: 88,133 shares 88,133 $4.44M 0.29% +15,220 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: 22,542 shares; 2024Q4: 21,723 shares; 2025Q1: 20,615 shares; 2025Q2: 18,732 shares; 2025Q3: 17,883 shares; 2025Q4: 17,561 shares 17,561 $4.32M 0.28% -322 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: 41,657 shares; 2024Q4: 43,109 shares; 2025Q1: 47,330 shares; 2025Q2: 47,366 shares; 2025Q3: 49,843 shares; 2025Q4: 52,574 shares 52,574 $4.22M 0.27% +2,731 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: 11,280 shares; 2024Q4: 11,727 shares; 2025Q1: 12,669 shares; 2025Q2: 13,637 shares; 2025Q3: 14,364 shares; 2025Q4: 15,342 shares 15,342 $4.19M 0.27% +978 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: 34,121 shares; 2024Q4: 34,834 shares; 2025Q1: 35,598 shares; 2025Q2: 35,842 shares; 2025Q3: 36,929 shares; 2025Q4: 39,451 shares 39,451 $4.15M 0.27% +2,522 Timeline IMTM 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: 82,988 shares; 2024Q4: 84,346 shares; 2025Q1: 83,774 shares; 2025Q2: 84,214 shares; 2025Q3: 83,234 shares; 2025Q4: 85,509 shares 85,509 $4.1M 0.27% +2,275 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,797 shares; 2025Q2: 87,276 shares; 2025Q3: 76,515 shares; 2025Q4: 80,812 shares 80,812 $4.09M 0.26% +4,297 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: 21,636 shares; 2024Q4: 20,405 shares; 2025Q1: 21,236 shares; 2025Q2: 22,830 shares; 2025Q3: 23,886 shares; 2025Q4: 25,579 shares 25,579 $3.94M 0.25% +1,693 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: 13,594 shares; 2024Q4: 13,954 shares; 2025Q1: 14,381 shares; 2025Q2: 15,184 shares; 2025Q3: 15,750 shares; 2025Q4: 17,023 shares 17,023 $3.94M 0.25% +1,273 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,314 shares; 2024Q4: 9,071 shares; 2025Q1: 8,625 shares; 2025Q2: 8,549 shares; 2025Q3: 8,434 shares; 2025Q4: 8,301 shares 8,301 $3.93M 0.25% -133 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,585 shares; 2025Q1: 48,160 shares; 2025Q2: 50,346 shares; 2025Q3: 51,396 shares; 2025Q4: 53,931 shares 53,931 $3.92M 0.25% +2,535 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 111,454 shares; 2025Q3: 109,001 shares; 2025Q4: 109,026 shares 109,026 $3.85M 0.25% +25 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: 42,199 shares; 2024Q4: 40,408 shares; 2025Q1: 40,174 shares; 2025Q2: 41,833 shares; 2025Q3: 41,823 shares; 2025Q4: 41,392 shares 41,392 $3.79M 0.24% -431 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,524 shares; 2024Q4: 15,691 shares; 2025Q1: 16,229 shares; 2025Q2: 17,099 shares; 2025Q3: 17,428 shares; 2025Q4: 18,366 shares 18,366 $3.73M 0.24% +938 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: 8,633 shares; 2024Q4: 8,926 shares; 2025Q1: 9,561 shares; 2025Q2: 10,309 shares; 2025Q3: 10,787 shares; 2025Q4: 11,237 shares 11,237 $3.68M 0.24% +450 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: 33,205 shares; 2024Q4: 31,091 shares; 2025Q1: 30,307 shares; 2025Q2: 29,312 shares; 2025Q3: 30,064 shares; 2025Q4: 30,116 shares 30,116 $3.62M 0.23% +52 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: 18,148 shares; 2024Q4: 17,846 shares; 2025Q1: 17,373 shares; 2025Q2: 17,173 shares; 2025Q3: 17,220 shares; 2025Q4: 17,013 shares 17,013 $3.6M 0.23% -207 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,492 shares; 2025Q1: 72,895 shares; 2025Q2: 76,629 shares; 2025Q3: 81,699 shares; 2025Q4: 86,751 shares 86,751 $3.59M 0.23% +5,052 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: 206,967 shares; 2024Q4: 196,208 shares; 2025Q1: 188,097 shares; 2025Q2: 186,543 shares; 2025Q3: 185,046 shares; 2025Q4: 182,746 shares 182,746 $3.44M 0.22% -2,300 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: 35,650 shares; 2024Q4: 35,558 shares; 2025Q1: 35,487 shares; 2025Q2: 35,687 shares; 2025Q3: 35,065 shares; 2025Q4: 35,198 shares 35,198 $3.38M 0.22% +133 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: 64,953 shares; 2024Q4: 63,109 shares; 2025Q1: 64,111 shares; 2025Q2: 74,448 shares; 2025Q3: 63,270 shares; 2025Q4: 65,296 shares 65,296 $3.3M 0.21% +2,026 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,048 shares; 2024Q4: 28,898 shares; 2025Q1: 30,032 shares; 2025Q2: 32,875 shares; 2025Q3: 34,504 shares; 2025Q4: 36,910 shares 36,910 $3.26M 0.21% +2,406 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: 31,185 shares; 2024Q4: 34,106 shares; 2025Q1: 33,923 shares; 2025Q2: 35,009 shares; 2025Q3: 36,906 shares; 2025Q4: 38,624 shares 38,624 $3.25M 0.21% +1,718 Timeline AOR 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: 52,974 shares; 2025Q4: 49,877 shares 49,877 $3.24M 0.21% -3,097 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: 15,295 shares; 2024Q4: 15,553 shares; 2025Q1: 16,169 shares; 2025Q2: 17,060 shares; 2025Q3: 17,592 shares; 2025Q4: 18,569 shares 18,569 $3.22M 0.21% +977 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: 4,804 shares; 2024Q4: 3,336 shares; 2025Q1: 3,166 shares; 2025Q2: 13,691 shares; 2025Q3: 14,015 shares; 2025Q4: 14,729 shares 14,729 $3.2M 0.21% +714 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,896 shares; 2025Q3: 22,959 shares; 2025Q4: 25,041 shares 25,041 $3.2M 0.21% +2,082 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: 71,648 shares; 2024Q4: 54,165 shares; 2025Q1: 53,781 shares; 2025Q2: 54,194 shares; 2025Q3: 54,436 shares; 2025Q4: 56,260 shares 56,260 $3.09M 0.2% +1,824 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: 26,885 shares; 2024Q4: 27,962 shares; 2025Q1: 29,342 shares; 2025Q2: 31,329 shares; 2025Q3: 32,689 shares; 2025Q4: 34,808 shares 34,808 $3.04M 0.2% +2,119 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: 8,029 shares; 2024Q4: 8,314 shares; 2025Q1: 8,772 shares; 2025Q2: 9,182 shares; 2025Q3: 9,652 shares; 2025Q4: 10,464 shares 10,464 $3.02M 0.2% +812 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares 4 $3.02M 0.2% +1 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: 12,095 shares; 2024Q4: 12,467 shares; 2025Q1: 13,182 shares; 2025Q2: 13,849 shares; 2025Q3: 14,472 shares; 2025Q4: 15,372 shares 15,372 $3M 0.19% +900 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: 921 shares; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 4,727 shares; 2025Q3: 4,909 shares; 2025Q4: 5,230 shares 5,230 $2.96M 0.19% +321 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,253 shares; 2025Q3: 79,636 shares; 2025Q4: 101,622 shares 101,622 $2.95M 0.19% +21,986 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: 21,924 shares; 2024Q4: 21,901 shares; 2025Q1: 20,557 shares; 2025Q2: 20,697 shares; 2025Q3: 20,857 shares; 2025Q4: 20,837 shares 20,837 $2.94M 0.19% -20 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,766 shares; 2024Q4: 118,284 shares; 2025Q1: 118,616 shares; 2025Q2: 121,874 shares; 2025Q3: 124,303 shares; 2025Q4: 109,644 shares 109,644 $2.88M 0.19% -14,659 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: 30,411 shares; 2024Q4: 29,834 shares; 2025Q1: 30,404 shares; 2025Q2: 31,158 shares; 2025Q3: 30,779 shares; 2025Q4: 29,852 shares 29,852 $2.87M 0.19% -927 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: 18,672 shares; 2024Q4: 18,759 shares; 2025Q1: 19,273 shares; 2025Q2: 9,840 shares; 2025Q3: 9,805 shares; 2025Q4: 9,334 shares 9,334 $2.85M 0.18% -471 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,958 shares; 2024Q4: 9,597 shares; 2025Q1: 10,090 shares; 2025Q2: 10,571 shares; 2025Q3: 11,066 shares; 2025Q4: 12,387 shares 12,387 $2.84M 0.18% +1,321 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: 95,781 shares; 2024Q4: 92,217 shares; 2025Q1: 87,367 shares; 2025Q2: 87,508 shares; 2025Q3: 86,734 shares; 2025Q4: 85,639 shares 85,639 $2.8M 0.18% -1,095 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: 9,144 shares; 2024Q4: 9,126 shares; 2025Q1: 9,053 shares; 2025Q2: 9,152 shares; 2025Q3: 9,201 shares; 2025Q4: 9,116 shares 9,116 $2.75M 0.18% -85 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: 37,708 shares; 2024Q4: 37,897 shares; 2025Q1: 36,180 shares; 2025Q2: 36,287 shares; 2025Q3: 36,862 shares; 2025Q4: 36,279 shares 36,279 $2.39M 0.15% -583 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: 22,349 shares; 2024Q4: 19,372 shares; 2025Q1: 18,496 shares; 2025Q2: 14,979 shares; 2025Q3: 14,283 shares; 2025Q4: 14,114 shares 14,114 $2.38M 0.15% -169 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,855 shares; 2024Q4: 94,705 shares; 2025Q1: 139,535 shares; 2025Q2: 149,160 shares; 2025Q3: 200,620 shares; 2025Q4: 202,407 shares 202,407 $2.36M 0.15% +1,787 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,730 shares; 2024Q4: 94,471 shares; 2025Q1: 94,056 shares; 2025Q2: 93,013 shares; 2025Q3: 91,408 shares; 2025Q4: 85,273 shares 85,273 $2.29M 0.15% -6,135 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,980 shares; 2025Q1: 9,577 shares; 2025Q2: 10,289 shares; 2025Q3: 10,750 shares; 2025Q4: 11,607 shares 11,607 $2.26M 0.15% +857 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: 44,480 shares; 2024Q4: 48,380 shares; 2025Q1: 53,321 shares; 2025Q2: 53,588 shares; 2025Q3: 54,916 shares; 2025Q4: 58,614 shares 58,614 $2.25M 0.15% +3,698 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: 53,679 shares; 2024Q4: 58,501 shares; 2025Q1: 57,542 shares; 2025Q2: 43,520 shares; 2025Q3: 41,396 shares; 2025Q4: 43,825 shares 43,825 $2.24M 0.14% +2,429 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: 8,008 shares; 2024Q4: 7,995 shares; 2025Q1: 7,775 shares; 2025Q2: 7,710 shares; 2025Q3: 7,484 shares; 2025Q4: 7,512 shares 7,512 $2.23M 0.14% +28 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: 10,978 shares; 2024Q4: 10,785 shares; 2025Q1: 10,645 shares; 2025Q2: 10,922 shares; 2025Q3: 10,494 shares; 2025Q4: 10,503 shares 10,503 $2.21M 0.14% +9 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: 10,985 shares; 2024Q4: 11,036 shares; 2025Q1: 10,677 shares; 2025Q2: 11,115 shares; 2025Q3: 11,716 shares; 2025Q4: 11,752 shares 11,752 $2.13M 0.14% +36 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: 16,544 shares; 2024Q4: 16,641 shares; 2025Q1: 18,231 shares; 2025Q2: 17,317 shares; 2025Q3: 18,248 shares; 2025Q4: 19,854 shares 19,854 $2.13M 0.14% +1,606 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: 3,302 shares; 2024Q4: 3,219 shares; 2025Q1: 3,253 shares; 2025Q2: 3,577 shares; 2025Q3: 3,468 shares; 2025Q4: 3,311 shares 3,311 $2.03M 0.13% -157 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: 11,274 shares; 2024Q4: 11,017 shares; 2025Q1: 11,213 shares; 2025Q2: 12,706 shares; 2025Q3: 12,812 shares; 2025Q4: 13,555 shares 13,555 $1.95M 0.13% +743 Timeline REET 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: 74,948 shares; 2024Q4: 75,833 shares; 2025Q1: 76,769 shares; 2025Q2: 79,280 shares; 2025Q3: 78,202 shares; 2025Q4: 77,865 shares 77,865 $1.94M 0.13% -337 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,554 shares; 2024Q4: 28,667 shares; 2025Q1: 34,815 shares; 2025Q2: 34,971 shares; 2025Q3: 35,118 shares; 2025Q4: 41,177 shares 41,177 $1.92M 0.12% +6,059 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,221 shares; 2024Q4: 60,503 shares; 2025Q1: 89,021 shares; 2025Q2: 89,421 shares; 2025Q3: 96,321 shares; 2025Q4: 96,321 shares 96,321 $1.91M 0.12% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,457 shares; 2024Q4: 7,318 shares; 2025Q1: 7,016 shares; 2025Q2: 6,980 shares; 2025Q3: 6,939 shares; 2025Q4: 6,700 shares 6,700 $1.87M 0.12% -239 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,091 shares; 2024Q4: 25,162 shares; 2025Q1: 25,030 shares; 2025Q2: 25,085 shares; 2025Q3: 25,136 shares; 2025Q4: 25,179 shares 25,179 $1.87M 0.12% +43 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: 39,656 shares; 2024Q4: 76,714 shares; 2025Q1: 75,398 shares; 2025Q2: 75,593 shares; 2025Q3: 73,984 shares; 2025Q4: 72,277 shares 72,277 $1.74M 0.11% -1,707 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,515 shares; 2024Q4: 49,715 shares; 2025Q1: 49,515 shares; 2025Q2: 49,515 shares; 2025Q3: 50,345 shares; 2025Q4: 50,345 shares 50,345 $1.66M 0.11% 0 Timeline MFSM MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,298 shares; 2025Q4: 64,395 shares 64,395 $1.61M 0.1% +97 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 4,850 shares; 2025Q1: 5,002 shares; 2025Q2: 38,158 shares; 2025Q3: 38,221 shares; 2025Q4: 42,889 shares 42,889 $1.59M 0.1% +4,668 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: 10,900 shares; 2024Q4: 10,735 shares; 2025Q1: 10,432 shares; 2025Q2: 10,315 shares; 2025Q3: 10,945 shares; 2025Q4: 11,144 shares 11,144 $1.53M 0.1% +199 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: 7,889 shares; 2024Q4: 7,909 shares; 2025Q1: 7,858 shares; 2025Q2: 7,848 shares; 2025Q3: 7,763 shares; 2025Q4: 8,120 shares 8,120 $1.49M 0.1% +357 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: 7,850 shares; 2024Q4: 2,674 shares; 2025Q1: 2,679 shares; 2025Q2: 2,614 shares; 2025Q3: 2,566 shares; 2025Q4: 3,013 shares 3,013 $1.46M 0.09% +447 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: 12,591 shares; 2024Q4: 12,005 shares; 2025Q1: 12,042 shares; 2025Q2: 12,154 shares; 2025Q3: 12,198 shares; 2025Q4: 15,433 shares 15,433 $1.44M 0.09% +3,235 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,071 shares; 2024Q4: 10,817 shares; 2025Q1: 10,891 shares; 2025Q2: 11,293 shares; 2025Q3: 11,297 shares; 2025Q4: 11,301 shares 11,301 $1.42M 0.09% +4 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: 81,191 shares; 2024Q4: 77,204 shares; 2025Q1: 73,181 shares; 2025Q2: 70,627 shares; 2025Q3: 73,010 shares; 2025Q4: 77,930 shares 77,930 $1.42M 0.09% +4,920 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: 4,291 shares; 2024Q4: 4,265 shares; 2025Q1: 4,522 shares; 2025Q2: 5,434 shares; 2025Q3: 4,479 shares; 2025Q4: 4,495 shares 4,495 $1.41M 0.09% +16 Timeline IJS 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: 12,858 shares; 2024Q4: 12,069 shares; 2025Q1: 11,721 shares; 2025Q2: 11,736 shares; 2025Q3: 11,794 shares; 2025Q4: 11,811 shares 11,811 $1.34M 0.09% +17 Timeline CTEV CLARITEV CORPORATION More: the full row for CLARITEV CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,296 shares; 2024Q4: 12,500 shares; 2025Q1: 17,752 shares; 2025Q2: 21,525 shares; 2025Q3: 25,807 shares; 2025Q4: 31,097 shares 31,097 $1.33M 0.09% +5,290 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: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares 1,085 $1.32M 0.09% 0 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: 18,914 shares; 2024Q4: 18,321 shares; 2025Q1: 17,931 shares; 2025Q2: 18,062 shares; 2025Q3: 18,174 shares; 2025Q4: 18,384 shares 18,384 $1.29M 0.08% +210 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,860 shares; 2024Q4: 7,910 shares; 2025Q1: 7,292 shares; 2025Q2: 7,155 shares; 2025Q3: 6,701 shares; 2025Q4: 6,388 shares 6,388 $1.26M 0.08% -313 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: 5,600 shares; 2024Q4: 5,608 shares; 2025Q1: 5,616 shares; 2025Q2: 5,627 shares; 2025Q3: 5,634 shares; 2025Q4: 5,641 shares 5,641 $1.24M 0.08% +7 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,582 shares; 2024Q4: 19,099 shares; 2025Q1: 19,298 shares; 2025Q2: 20,189 shares; 2025Q3: 20,234 shares; 2025Q4: 24,297 shares 24,297 $1.23M 0.08% +4,063 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: 16,057 shares; 2024Q4: 15,778 shares; 2025Q1: 15,866 shares; 2025Q2: 15,943 shares; 2025Q3: 15,799 shares; 2025Q4: 15,763 shares 15,763 $1.21M 0.08% -36 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: 3,939 shares; 2024Q4: 3,692 shares; 2025Q1: 3,564 shares; 2025Q2: 5,220 shares; 2025Q3: 6,024 shares; 2025Q4: 6,099 shares 6,099 $1.19M 0.08% +75 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: 9,745 shares; 2024Q4: 9,773 shares; 2025Q1: 8,682 shares; 2025Q2: 8,768 shares; 2025Q3: 8,435 shares; 2025Q4: 8,489 shares 8,489 $1.12M 0.07% +54 Timeline EMLP 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: 24,078 shares; 2024Q4: 27,030 shares; 2025Q1: 27,199 shares; 2025Q2: 26,864 shares; 2025Q3: 27,831 shares; 2025Q4: 29,449 shares 29,449 $1.12M 0.07% +1,618 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: 1,164 shares; 2024Q4: 1,164 shares; 2025Q1: 1,164 shares; 2025Q2: 1,182 shares; 2025Q3: 1,184 shares; 2025Q4: 11,820 shares 11,820 $1.11M 0.07% +10,636 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: 19,947 shares; 2024Q4: 16,861 shares; 2025Q1: 16,826 shares; 2025Q2: 16,824 shares; 2025Q3: 16,968 shares; 2025Q4: 17,023 shares 17,023 $1.06M 0.07% +55 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: 17,952 shares; 2024Q4: 17,844 shares; 2025Q1: 17,488 shares; 2025Q2: 18,151 shares; 2025Q3: 18,277 shares; 2025Q4: 19,778 shares 19,778 $1.06M 0.07% +1,501 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,993 shares; 2024Q4: 5,015 shares; 2025Q1: 5,036 shares; 2025Q2: 5,055 shares; 2025Q3: 5,072 shares; 2025Q4: 5,087 shares 5,087 $1.05M 0.07% +15 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: 20,477 shares; 2024Q4: 20,948 shares; 2025Q1: 22,420 shares; 2025Q2: 5,792 shares; 2025Q3: 5,791 shares; 2025Q4: 7,092 shares 7,092 $1.02M 0.07% +1,301 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: 10,777 shares; 2024Q4: 10,932 shares; 2025Q1: 10,980 shares; 2025Q2: 11,131 shares; 2025Q3: 11,124 shares; 2025Q4: 11,229 shares 11,229 $1.01M 0.07% +105 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: 9,107 shares; 2024Q4: 12,371 shares; 2025Q1: 12,981 shares; 2025Q2: 13,370 shares; 2025Q3: 16,881 shares; 2025Q4: 20,248 shares 20,248 $1.01M 0.06% +3,367 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: 8,259 shares; 2024Q4: 7,054 shares; 2025Q1: 7,149 shares; 2025Q2: 2,915 shares; 2025Q3: 3,017 shares; 2025Q4: 3,044 shares 3,044 $1M 0.06% +27 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: 2,991 shares; 2024Q4: 2,959 shares; 2025Q1: 2,831 shares; 2025Q2: 2,747 shares; 2025Q3: 3,034 shares; 2025Q4: 3,094 shares 3,094 $1000K 0.06% +60 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: 12,029 shares; 2024Q4: 34,867 shares; 2025Q1: 35,200 shares; 2025Q2: 35,796 shares; 2025Q3: 36,350 shares; 2025Q4: 36,098 shares 36,098 $990K 0.06% -252 Timeline JMST 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: 18,398 shares; 2024Q4: 19,526 shares; 2025Q1: 19,790 shares; 2025Q2: 18,815 shares; 2025Q3: 18,654 shares; 2025Q4: 19,102 shares 19,102 $973K 0.06% +448 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: 6,114 shares; 2024Q4: 5,907 shares; 2025Q1: 5,854 shares; 2025Q2: 5,854 shares; 2025Q3: 5,854 shares; 2025Q4: 4,865 shares 4,865 $971K 0.06% -989 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: 2,147 shares; 2024Q4: 2,180 shares; 2025Q1: 2,247 shares; 2025Q2: 2,242 shares; 2025Q3: 2,170 shares; 2025Q4: 3,055 shares 3,055 $941K 0.06% +885 Timeline SGOV 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: 9,111 shares 9,111 $915K 0.06% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,105 shares; 2025Q1: 3,484 shares; 2025Q2: 3,489 shares; 2025Q3: 3,493 shares; 2025Q4: 6,337 shares 6,337 $912K 0.06% +2,844 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares 205 $910K 0.06% 0 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: 11,677 shares; 2024Q4: 23,245 shares; 2025Q1: 23,260 shares; 2025Q2: 28,361 shares; 2025Q3: 32,934 shares; 2025Q4: 31,445 shares 31,445 $896K 0.06% -1,489 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: 803 shares; 2025Q1: 808 shares; 2025Q2: 817 shares; 2025Q3: 816 shares; 2025Q4: 827 shares 827 $885K 0.06% +11 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: 10,769 shares; 2024Q4: 10,831 shares; 2025Q1: 10,891 shares; 2025Q2: 10,948 shares; 2025Q3: 11,019 shares; 2025Q4: 11,085 shares 11,085 $859K 0.06% +66 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: 8,807 shares; 2024Q4: 8,849 shares; 2025Q1: 8,873 shares; 2025Q2: 8,961 shares; 2025Q3: 9,019 shares; 2025Q4: 9,083 shares 9,083 $847K 0.05% +64 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,601 shares; 2024Q4: 15,378 shares; 2025Q1: 15,439 shares; 2025Q2: 15,236 shares; 2025Q3: 15,300 shares; 2025Q4: 16,112 shares 16,112 $843K 0.05% +812 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: 32,607 shares; 2024Q4: 32,872 shares; 2025Q1: 32,945 shares; 2025Q2: 33,726 shares; 2025Q3: 33,807 shares; 2025Q4: 33,827 shares 33,827 $840K 0.05% +20 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 2,989 shares; 2025Q1: 9,958 shares; 2025Q2: 10,307 shares; 2025Q3: 10,165 shares; 2025Q4: 7,509 shares 7,509 $839K 0.05% -2,656 Timeline SMB 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: 37,883 shares; 2024Q4: 39,244 shares; 2025Q1: 40,400 shares; 2025Q2: 39,836 shares; 2025Q3: 42,561 shares; 2025Q4: 47,874 shares 47,874 $833K 0.05% +5,313 Timeline NTRL 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: 41,812 shares; 2024Q4: 44,313 shares; 2025Q1: 46,424 shares; 2025Q2: 46,724 shares; 2025Q3: 43,325 shares; 2025Q4: 40,367 shares 40,367 $833K 0.05% -2,958 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: 2,819 shares; 2024Q4: 2,813 shares; 2025Q1: 2,823 shares; 2025Q2: 2,823 shares; 2025Q3: 2,831 shares; 2025Q4: 2,851 shares 2,851 $828K 0.05% +20 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,753 shares; 2024Q4: 7,875 shares; 2025Q1: 33,616 shares; 2025Q2: 33,616 shares; 2025Q3: 37,461 shares; 2025Q4: 32,279 shares 32,279 $798K 0.05% -5,182 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: 518 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 7,725 shares; 2025Q3: 7,731 shares; 2025Q4: 8,692 shares 8,692 $793K 0.05% +961 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: 4,946 shares; 2024Q4: 4,825 shares; 2025Q1: 4,857 shares; 2025Q2: 4,882 shares; 2025Q3: 4,879 shares; 2025Q4: 6,132 shares 6,132 $791K 0.05% +1,253 Timeline VT 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: 3,249 shares; 2024Q4: 3,380 shares; 2025Q1: 3,056 shares; 2025Q2: 3,068 shares; 2025Q3: 3,500 shares; 2025Q4: 5,555 shares 5,555 $784K 0.05% +2,055 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: 1,717 shares; 2024Q4: 1,722 shares; 2025Q1: 1,715 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,681 shares 1,681 $783K 0.05% +3 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: 1,953 shares; 2024Q4: 1,953 shares; 2025Q1: 1,894 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares 1,895 $782K 0.05% 0 Timeline EZET FRANKLIN ETHEREUM TR More: the full row for FRANKLIN ETHEREUM 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: 29,930 shares; 2025Q4: 34,680 shares 34,680 $781K 0.05% +4,750 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,277 shares; 2024Q4: 34,136 shares; 2025Q1: 31,091 shares; 2025Q2: 31,585 shares; 2025Q3: 24,716 shares; 2025Q4: 24,805 shares 24,805 $768K 0.05% +89 Timeline RAAX 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: 6,249 shares; 2024Q4: 6,374 shares; 2025Q1: 6,787 shares; 2025Q2: 6,787 shares; 2025Q3: 7,987 shares; 2025Q4: 21,909 shares 21,909 $765K 0.05% +13,922 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: 952 shares; 2024Q4: 1,027 shares; 2025Q1: 1,020 shares; 2025Q2: 1,148 shares; 2025Q3: 1,167 shares; 2025Q4: 1,333 shares 1,333 $761K 0.05% +166 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: 25,262 shares; 2024Q4: 6,582 shares; 2025Q1: 6,575 shares; 2025Q2: 6,241 shares; 2025Q3: 6,299 shares; 2025Q4: 6,570 shares 6,570 $747K 0.05% +271 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 2,186 shares; 2025Q1: 2,192 shares; 2025Q2: 2,199 shares; 2025Q3: 2,206 shares; 2025Q4: 2,206 shares 2,206 $743K 0.05% 0 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: 20,488 shares; 2024Q4: 19,965 shares; 2025Q1: 20,415 shares; 2025Q2: 19,338 shares; 2025Q3: 18,241 shares; 2025Q4: 18,198 shares 18,198 $741K 0.05% -43 Timeline WATSCO INC WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 2,164 shares; 2025Q1: 2,164 shares; 2025Q2: 2,164 shares; 2025Q3: 2,164 shares; 2025Q4: 2,163 shares 2,163 $733K 0.05% -1 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: 1,047 shares; 2024Q4: 1,047 shares; 2025Q1: 1,217 shares; 2025Q2: 1,218 shares; 2025Q3: 1,214 shares; 2025Q4: 1,214 shares 1,214 $733K 0.05% 0 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: 22,778 shares; 2024Q4: 19,348 shares; 2025Q1: 20,748 shares; 2025Q2: 20,774 shares; 2025Q3: 19,588 shares; 2025Q4: 19,685 shares 19,685 $726K 0.05% +97 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: 1,589 shares; 2024Q4: 1,581 shares; 2025Q1: 1,503 shares; 2025Q2: 1,503 shares; 2025Q3: 1,588 shares; 2025Q4: 1,485 shares 1,485 $724K 0.05% -103 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: 7,128 shares; 2024Q4: 7,307 shares; 2025Q1: 7,277 shares; 2025Q2: 7,037 shares; 2025Q3: 7,048 shares; 2025Q4: 6,946 shares 6,946 $723K 0.05% -102 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: 642 shares; 2024Q4: 642 shares; 2025Q1: 643 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 870 shares 870 $714K 0.05% +40 Timeline SGOL ETFS GOLD TR More: the full row for ETFS 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: not reported; 2025Q2: 16,171 shares; 2025Q3: 17,050 shares; 2025Q4: 17,164 shares 17,164 $705K 0.05% +114 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: 8,513 shares; 2024Q4: 6,553 shares; 2025Q1: 6,313 shares; 2025Q2: 5,433 shares; 2025Q3: 4,388 shares; 2025Q4: 4,358 shares 4,358 $702K 0.05% -30 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: 981 shares; 2024Q4: 984 shares; 2025Q1: 880 shares; 2025Q2: 922 shares; 2025Q3: 923 shares; 2025Q4: 926 shares 926 $698K 0.05% +3 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: 21,501 shares; 2024Q4: 7,266 shares; 2025Q1: 7,266 shares; 2025Q2: 7,281 shares; 2025Q3: 7,275 shares; 2025Q4: 7,266 shares 7,266 $693K 0.04% -9 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: 8,457 shares; 2024Q4: 8,395 shares; 2025Q1: 7,662 shares; 2025Q2: 7,592 shares; 2025Q3: 7,638 shares; 2025Q4: 15,296 shares 15,296 $684K 0.04% +7,658 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: 4,449 shares; 2024Q4: 4,351 shares; 2025Q1: 3,380 shares; 2025Q2: 3,371 shares; 2025Q3: 3,414 shares; 2025Q4: 3,522 shares 3,522 $673K 0.04% +108 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: 5,396 shares; 2024Q4: 5,296 shares; 2025Q1: 5,328 shares; 2025Q2: 5,217 shares; 2025Q3: 5,239 shares; 2025Q4: 5,245 shares 5,245 $657K 0.04% +6 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: 7,447 shares; 2024Q4: 7,441 shares; 2025Q1: 7,132 shares; 2025Q2: 7,234 shares; 2025Q3: 7,163 shares; 2025Q4: 12,096 shares 12,096 $652K 0.04% +4,933 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: 2,649 shares; 2024Q4: 2,617 shares; 2025Q1: 2,648 shares; 2025Q2: 2,651 shares; 2025Q3: 2,457 shares; 2025Q4: 2,453 shares 2,453 $650K 0.04% -4 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: 5,862 shares; 2024Q4: 5,370 shares; 2025Q1: 5,307 shares; 2025Q2: 5,390 shares; 2025Q3: 5,372 shares; 2025Q4: 6,458 shares 6,458 $645K 0.04% +1,086 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET 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: 2,400 shares; 2025Q4: 3,125 shares 3,125 $642K 0.04% +725 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: 2,482 shares; 2024Q4: 2,254 shares; 2025Q1: 2,448 shares; 2025Q2: 2,405 shares; 2025Q3: 2,405 shares; 2025Q4: 2,460 shares 2,460 $634K 0.04% +55 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: 4,771 shares; 2024Q4: 4,760 shares; 2025Q1: 4,372 shares; 2025Q2: 4,380 shares; 2025Q3: 4,356 shares; 2025Q4: 4,363 shares 4,363 $616K 0.04% +7 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: 32,661 shares; 2024Q4: 33,067 shares; 2025Q1: 33,733 shares; 2025Q2: 33,651 shares; 2025Q3: 34,376 shares; 2025Q4: 37,044 shares 37,044 $611K 0.04% +2,668 Timeline SCHZ 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: 8,107 shares; 2024Q4: 18,322 shares; 2025Q1: 19,843 shares; 2025Q2: 25,133 shares; 2025Q3: 25,027 shares; 2025Q4: 25,055 shares 25,055 $586K 0.04% +28 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: 9,033 shares; 2024Q4: 9,113 shares; 2025Q1: 9,468 shares; 2025Q2: 9,543 shares; 2025Q3: 9,624 shares; 2025Q4: 9,698 shares 9,698 $583K 0.04% +74 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: 7,020 shares; 2024Q4: 6,920 shares; 2025Q1: 6,720 shares; 2025Q2: 6,720 shares; 2025Q3: 6,335 shares; 2025Q4: 5,923 shares 5,923 $574K 0.04% -412 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,694 shares; 2024Q4: 7,322 shares; 2025Q1: 7,374 shares; 2025Q2: 5,141 shares; 2025Q3: 5,102 shares; 2025Q4: 4,968 shares 4,968 $571K 0.04% -134 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: 2,662 shares; 2024Q4: 2,667 shares; 2025Q1: 2,687 shares; 2025Q2: 2,544 shares; 2025Q3: 2,549 shares; 2025Q4: 3,704 shares 3,704 $569K 0.04% +1,155 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: 4,430 shares; 2024Q4: 4,044 shares; 2025Q1: 4,056 shares; 2025Q2: 4,069 shares; 2025Q3: 4,009 shares; 2025Q4: 4,011 shares 4,011 $558K 0.04% +2 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: 4,509 shares; 2024Q4: 5,482 shares; 2025Q1: 5,314 shares; 2025Q2: 5,360 shares; 2025Q3: 5,416 shares; 2025Q4: 5,734 shares 5,734 $546K 0.04% +318 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: 1,145 shares; 2024Q4: 2,290 shares; 2025Q1: 2,300 shares; 2025Q2: 2,360 shares; 2025Q3: 2,340 shares; 2025Q4: 2,940 shares 2,940 $542K 0.04% +600 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: 4,175 shares; 2024Q4: 4,021 shares; 2025Q1: 4,045 shares; 2025Q2: 4,065 shares; 2025Q3: 4,068 shares; 2025Q4: 4,075 shares 4,075 $541K 0.03% +7 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: 1,435 shares; 2024Q4: 1,422 shares; 2025Q1: 1,420 shares; 2025Q2: 1,421 shares; 2025Q3: 1,419 shares; 2025Q4: 1,427 shares 1,427 $533K 0.03% +8 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: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,141 shares; 2025Q4: 1,140 shares 1,140 $532K 0.03% -1 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: 2,279 shares; 2024Q4: 2,162 shares; 2025Q1: 2,055 shares; 2025Q2: 1,959 shares; 2025Q3: 1,813 shares; 2025Q4: 1,819 shares 1,819 $523K 0.03% +6 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: 570 shares; 2024Q4: 609 shares; 2025Q1: 639 shares; 2025Q2: 653 shares; 2025Q3: 601 shares; 2025Q4: 594 shares 594 $522K 0.03% -7 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: 5,106 shares; 2024Q4: 4,246 shares; 2025Q1: 4,212 shares; 2025Q2: 4,249 shares; 2025Q3: 4,249 shares; 2025Q4: 4,289 shares 4,289 $509K 0.03% +40 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: 8,350 shares; 2024Q4: 3,586 shares; 2025Q1: 3,873 shares; 2025Q2: 3,720 shares; 2025Q3: 4,325 shares; 2025Q4: 5,718 shares 5,718 $506K 0.03% +1,393 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: 6,701 shares; 2024Q4: 6,726 shares; 2025Q1: 6,759 shares; 2025Q2: 6,686 shares; 2025Q3: 6,807 shares; 2025Q4: 6,848 shares 6,848 $503K 0.03% +41 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: 40,968 shares; 2024Q4: 39,411 shares; 2025Q1: 39,454 shares; 2025Q2: 38,974 shares; 2025Q3: 39,021 shares; 2025Q4: 37,548 shares 37,548 $493K 0.03% -1,473 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: 629 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 843 shares; 2025Q3: 841 shares; 2025Q4: 839 shares 839 $486K 0.03% -2 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: 3,517 shares; 2024Q4: 3,553 shares; 2025Q1: 3,601 shares; 2025Q2: 3,637 shares; 2025Q3: 3,676 shares; 2025Q4: 4,203 shares 4,203 $474K 0.03% +527 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,933 shares 1,933 $468K 0.03% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 15,328 shares; 2025Q1: 15,401 shares; 2025Q2: 14,973 shares; 2025Q3: 14,516 shares; 2025Q4: 14,559 shares 14,559 $467K 0.03% +43 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: 6,427 shares; 2024Q4: 6,478 shares; 2025Q1: 5,372 shares; 2025Q2: 5,676 shares; 2025Q3: 5,845 shares; 2025Q4: 5,912 shares 5,912 $466K 0.03% +67 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: 5,198 shares; 2024Q4: 5,262 shares; 2025Q1: 5,271 shares; 2025Q2: 5,328 shares; 2025Q3: 5,328 shares; 2025Q4: 5,401 shares 5,401 $466K 0.03% +73 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: 2,758 shares; 2025Q3: 2,782 shares; 2025Q4: 3,973 shares 3,973 $464K 0.03% +1,191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,131 shares 7,131 $459K 0.03% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,784 shares; 2025Q3: 3,784 shares; 2025Q4: 3,784 shares 3,784 $449K 0.03% 0 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: 4,212 shares; 2024Q4: 4,212 shares; 2025Q1: 4,212 shares; 2025Q2: 4,553 shares; 2025Q3: 4,553 shares; 2025Q4: 5,384 shares 5,384 $444K 0.03% +831 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 29,177 shares 29,177 $438K 0.03% new 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: 6,137 shares; 2024Q4: 5,961 shares; 2025Q1: 5,679 shares; 2025Q2: 5,712 shares; 2025Q3: 5,714 shares; 2025Q4: 5,934 shares 5,934 $436K 0.03% +220 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: 6,368 shares; 2024Q4: 6,395 shares; 2025Q1: 5,428 shares; 2025Q2: 5,432 shares; 2025Q3: 5,456 shares; 2025Q4: 5,483 shares 5,483 $433K 0.03% +27 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: 1,678 shares; 2024Q4: 1,379 shares; 2025Q1: 1,381 shares; 2025Q2: 1,420 shares; 2025Q3: 1,422 shares; 2025Q4: 1,488 shares 1,488 $430K 0.03% +66 Timeline RZG 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: 7,711 shares; 2024Q4: 7,846 shares; 2025Q1: 7,851 shares; 2025Q2: 7,856 shares; 2025Q3: 7,861 shares; 2025Q4: 7,865 shares 7,865 $428K 0.03% +4 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,139 shares; 2025Q1: not reported; 2025Q2: 1,150 shares; 2025Q3: 1,351 shares; 2025Q4: 1,401 shares 1,401 $426K 0.03% +50 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,584 shares; 2025Q1: 1,570 shares; 2025Q2: 1,574 shares; 2025Q3: 1,579 shares; 2025Q4: 1,621 shares 1,621 $426K 0.03% +42 Timeline VTWV 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: 2,581 shares; 2024Q4: 2,596 shares; 2025Q1: 2,606 shares; 2025Q2: 2,616 shares; 2025Q3: 2,632 shares; 2025Q4: 2,646 shares 2,646 $423K 0.03% +14 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,245 shares; 2024Q4: 10,695 shares; 2025Q1: 10,035 shares; 2025Q2: 10,035 shares; 2025Q3: 9,575 shares; 2025Q4: 12,167 shares 12,167 $419K 0.03% +2,592 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: 26,796 shares; 2024Q4: 25,687 shares; 2025Q1: 15,476 shares; 2025Q2: 14,044 shares; 2025Q3: 14,371 shares; 2025Q4: 16,833 shares 16,833 $419K 0.03% +2,462 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,180 shares; 2024Q4: 6,224 shares; 2025Q1: 6,263 shares; 2025Q2: 6,413 shares; 2025Q3: 5,735 shares; 2025Q4: 5,767 shares 5,767 $418K 0.03% +32 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: not reported; 2025Q2: 1,230 shares; 2025Q3: 1,240 shares; 2025Q4: 2,601 shares 2,601 $417K 0.03% +1,361 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: 3,040 shares; 2024Q4: 7,085 shares; 2025Q1: 1,596 shares; 2025Q2: 1,707 shares; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares 1,714 $413K 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: 6,685 shares; 2024Q4: 6,696 shares; 2025Q1: 6,731 shares; 2025Q2: 6,551 shares; 2025Q3: 6,572 shares; 2025Q4: 6,593 shares 6,593 $412K 0.03% +21 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: 1,970 shares; 2024Q4: 1,976 shares; 2025Q1: 1,983 shares; 2025Q2: 2,334 shares; 2025Q3: 1,745 shares; 2025Q4: 2,253 shares 2,253 $411K 0.03% +508 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: 4,394 shares; 2024Q4: 4,724 shares; 2025Q1: 5,075 shares; 2025Q2: 5,095 shares; 2025Q3: 4,723 shares; 2025Q4: 3,835 shares 3,835 $397K 0.03% -888 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS 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: 10,274 shares; 2025Q3: 10,395 shares; 2025Q4: 19,048 shares 19,048 $388K 0.03% +8,653 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,321 shares; 2025Q4: 1,798 shares 1,798 $385K 0.02% +477 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: 2,322 shares; 2024Q4: 2,332 shares; 2025Q1: 2,492 shares; 2025Q2: 2,512 shares; 2025Q3: 1,996 shares; 2025Q4: 2,232 shares 2,232 $382K 0.02% +236 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,120 shares; 2024Q4: 15,820 shares; 2025Q1: 14,820 shares; 2025Q2: 14,820 shares; 2025Q3: 14,365 shares; 2025Q4: 14,365 shares 14,365 $376K 0.02% 0 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: 8,056 shares; 2024Q4: 7,041 shares; 2025Q1: 7,057 shares; 2025Q2: 6,985 shares; 2025Q3: 6,906 shares; 2025Q4: 5,860 shares 5,860 $373K 0.02% -1,046 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: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 4,508 shares; 2025Q2: 7,208 shares; 2025Q3: 7,216 shares; 2025Q4: 7,216 shares 7,216 $367K 0.02% 0 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: 6,778 shares; 2024Q4: 6,842 shares; 2025Q1: 6,912 shares; 2025Q2: 6,985 shares; 2025Q3: 6,284 shares; 2025Q4: 6,338 shares 6,338 $364K 0.02% +54 Timeline TLH 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: 702,163 shares; 2024Q4: 3,663 shares; 2025Q1: 3,593 shares; 2025Q2: 4,131 shares; 2025Q3: 3,593 shares; 2025Q4: 3,548 shares 3,548 $361K 0.02% -45 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: 1,723 shares; 2025Q4: 2,747 shares 2,747 $360K 0.02% +1,024 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 624 shares; 2025Q4: 1,065 shares 1,065 $359K 0.02% +441 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: 3,572 shares 3,572 $357K 0.02% new 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: 1,002 shares; 2024Q4: 1,004 shares; 2025Q1: 1,006 shares; 2025Q2: 1,386 shares; 2025Q3: 1,389 shares; 2025Q4: 1,908 shares 1,908 $354K 0.02% +519 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: 1,126 shares 1,126 $352K 0.02% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335 shares; 2025Q4: 535 shares 535 $350K 0.02% +200 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: not reported; 2025Q2: 1,265 shares; 2025Q3: 1,267 shares; 2025Q4: 1,265 shares 1,265 $343K 0.02% -2 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: 36,995 shares; 2024Q4: 12,277 shares; 2025Q1: 12,235 shares; 2025Q2: 11,807 shares; 2025Q3: 11,816 shares; 2025Q4: 3,568 shares 3,568 $343K 0.02% -8,248 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,994 shares; 2024Q4: 3,483 shares; 2025Q1: 3,473 shares; 2025Q2: 3,455 shares; 2025Q3: 3,513 shares; 2025Q4: 3,500 shares 3,500 $339K 0.02% -13 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: 9,931 shares; 2024Q4: 7,069 shares; 2025Q1: 6,250 shares; 2025Q2: 6,263 shares; 2025Q3: 6,288 shares; 2025Q4: 6,306 shares 6,306 $339K 0.02% +18 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: 1,244 shares; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares 1,244 $335K 0.02% 0 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH 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: 2,897 shares; 2025Q2: 2,897 shares; 2025Q3: 4,297 shares; 2025Q4: 4,297 shares 4,297 $335K 0.02% 0 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: 2,063 shares; 2024Q4: 2,069 shares; 2025Q1: 2,081 shares; 2025Q2: 1,519 shares; 2025Q3: 1,515 shares; 2025Q4: 2,075 shares 2,075 $332K 0.02% +560 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,067 shares; 2024Q4: 18,804 shares; 2025Q1: 17,086 shares; 2025Q2: 16,435 shares; 2025Q3: 16,455 shares; 2025Q4: 16,363 shares 16,363 $331K 0.02% -92 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 2,008 shares; 2025Q1: 2,009 shares; 2025Q2: 2,011 shares; 2025Q3: 2,014 shares; 2025Q4: 1,975 shares 1,975 $322K 0.02% -39 Timeline PRFZ 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: 7,154 shares; 2024Q4: 6,940 shares; 2025Q1: 6,946 shares; 2025Q2: 6,960 shares; 2025Q3: 6,973 shares; 2025Q4: 6,986 shares 6,986 $321K 0.02% +13 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: 1,264 shares; 2024Q4: 2,149 shares; 2025Q1: 2,149 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares; 2025Q4: 2,184 shares 2,184 $309K 0.02% +19 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN 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: 11,003 shares 11,003 $302K 0.02% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN 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: 1,071 shares; 2025Q3: 1,072 shares; 2025Q4: 1,071 shares 1,071 $299K 0.02% -1 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,743 shares; 2025Q1: not reported; 2025Q2: 1,745 shares; 2025Q3: 1,746 shares; 2025Q4: 1,746 shares 1,746 $298K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 692 shares 692 $295K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,494 shares; 2025Q1: 2,514 shares; 2025Q2: 2,597 shares; 2025Q3: 2,599 shares; 2025Q4: 2,606 shares 2,606 $292K 0.02% +7 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,877 shares; 2024Q4: 2,887 shares; 2025Q1: 2,891 shares; 2025Q2: 2,964 shares; 2025Q3: 2,970 shares; 2025Q4: 2,990 shares 2,990 $292K 0.02% +20 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 4,981 shares; 2025Q1: 4,843 shares; 2025Q2: 4,884 shares; 2025Q3: 4,926 shares; 2025Q4: 5,052 shares 5,052 $291K 0.02% +126 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: 6,200 shares 6,200 $288K 0.02% new 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: 6,026 shares; 2024Q4: 6,046 shares; 2025Q1: 6,065 shares; 2025Q2: 6,082 shares; 2025Q3: 6,100 shares; 2025Q4: 6,116 shares 6,116 $287K 0.02% +16 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: not reported; 2025Q1: not reported; 2025Q2: 432 shares; 2025Q3: 434 shares; 2025Q4: 432 shares 432 $286K 0.02% -2 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: 5,828 shares; 2024Q4: 5,828 shares; 2025Q1: 5,847 shares; 2025Q2: 5,847 shares; 2025Q3: 5,861 shares; 2025Q4: 5,861 shares 5,861 $280K 0.02% 0 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: 1,000 shares; 2024Q4: 996 shares; 2025Q1: 991 shares; 2025Q2: 1,019 shares; 2025Q3: 1,022 shares; 2025Q4: 1,348 shares 1,348 $274K 0.02% +326 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,186 shares; 2025Q1: 2,186 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 2,171 shares 2,171 $273K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,413 shares; 2025Q1: 1,421 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,684 shares 2,684 $271K 0.02% new Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 1,896 shares 1,896 $270K 0.02% 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: 2,664 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,733 shares; 2025Q4: 2,933 shares 2,933 $270K 0.02% +200 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES 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: 2,641 shares 2,641 $268K 0.02% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 1,998 shares; 2025Q1: 2,001 shares; 2025Q2: 2,041 shares; 2025Q3: not reported; 2025Q4: 2,726 shares 2,726 $266K 0.02% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP 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: 6,442 shares 6,442 $265K 0.02% new Timeline PCG PG&E CORP More: the full row for PG&E 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: 16,415 shares 16,415 $264K 0.02% new 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: 3,157 shares; 2024Q4: 9,897 shares; 2025Q1: 9,569 shares; 2025Q2: 8,855 shares; 2025Q3: 8,888 shares; 2025Q4: 9,606 shares 9,606 $261K 0.02% +718 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: 2,598 shares; 2025Q2: 2,603 shares; 2025Q3: 2,616 shares; 2025Q4: 2,614 shares 2,614 $261K 0.02% -2 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 1,920 shares 1,920 $261K 0.02% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION 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: 1,603 shares 1,603 $260K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE 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: 526 shares 526 $258K 0.02% new Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,306 shares; 2024Q4: 26,973 shares; 2025Q1: 20,195 shares; 2025Q2: 20,195 shares; 2025Q3: 20,195 shares; 2025Q4: 20,195 shares 20,195 $257K 0.02% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,411 shares; 2025Q1: 5,921 shares; 2025Q2: 6,491 shares; 2025Q3: 6,970 shares; 2025Q4: 5,409 shares 5,409 $257K 0.02% -1,561 Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,341 shares; 2025Q3: 3,341 shares; 2025Q4: 3,341 shares 3,341 $255K 0.02% 0 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: 1,874 shares; 2024Q4: 1,818 shares; 2025Q1: 1,753 shares; 2025Q2: 1,735 shares; 2025Q3: 1,742 shares; 2025Q4: 1,771 shares 1,771 $254K 0.02% +29 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: 10,840 shares; 2024Q4: 11,246 shares; 2025Q1: 12,292 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,440 shares 1,440 $253K 0.02% new 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: 6,390 shares; 2024Q4: 6,407 shares; 2025Q1: not reported; 2025Q2: 7,238 shares; 2025Q3: 7,271 shares; 2025Q4: 6,951 shares 6,951 $252K 0.02% -320 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: 512 shares; 2024Q4: 512 shares; 2025Q1: not reported; 2025Q2: 530 shares; 2025Q3: not reported; 2025Q4: 713 shares 713 $250K 0.02% new 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: 1,545 shares; 2024Q4: 1,179 shares; 2025Q1: 1,182 shares; 2025Q2: 1,184 shares; 2025Q3: 1,186 shares; 2025Q4: 987 shares 987 $247K 0.02% -199 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,199 shares; 2024Q4: 10,199 shares; 2025Q1: 10,199 shares; 2025Q2: 10,199 shares; 2025Q3: 10,199 shares; 2025Q4: 10,199 shares 10,199 $246K 0.02% 0 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: 662 shares; 2025Q3: 667 shares; 2025Q4: 665 shares 665 $246K 0.02% -2 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 3,667 shares 3,667 $246K 0.02% new Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX 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: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares 1,211 $242K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,163 shares; 2025Q1: 4,110 shares; 2025Q2: 4,117 shares; 2025Q3: 4,125 shares; 2025Q4: 4,330 shares 4,330 $233K 0.02% +205 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 963 shares; 2025Q4: 1,016 shares 1,016 $231K 0.01% +53 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: 2,522 shares; 2024Q4: 2,531 shares; 2025Q1: 2,340 shares; 2025Q2: 2,369 shares; 2025Q3: 2,369 shares; 2025Q4: 2,283 shares 2,283 $230K 0.01% -86 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 245 shares 245 $229K 0.01% new 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: 2,996 shares 2,996 $228K 0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 2,260 shares 2,260 $226K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE 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: 4,611 shares; 2025Q2: 4,613 shares; 2025Q3: 4,613 shares; 2025Q4: 4,663 shares 4,663 $223K 0.01% +50 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 221 shares; 2025Q4: 221 shares 221 $223K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,543 shares 1,543 $222K 0.01% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS 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: 7,100 shares 7,100 $222K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,035 shares 1,035 $216K 0.01% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS 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: 4,185 shares; 2025Q4: 4,613 shares 4,613 $211K 0.01% +428 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: 1,804 shares; 2025Q4: 1,810 shares 1,810 $209K 0.01% +6 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 857 shares 857 $208K 0.01% new 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: 1,002 shares; 2024Q4: 1,004 shares; 2025Q1: 906 shares; 2025Q2: 748 shares; 2025Q3: 725 shares; 2025Q4: 638 shares 638 $207K 0.01% -87 Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,305 shares; 2025Q1: 4,330 shares; 2025Q2: 4,369 shares; 2025Q3: 4,408 shares; 2025Q4: 4,461 shares 4,461 $206K 0.01% +53 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: not reported; 2025Q4: 335 shares 335 $205K 0.01% new Timeline CUSD TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 9,479 shares; 2025Q3: 9,479 shares; 2025Q4: 10,771 shares 10,771 $205K 0.01% +1,292 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358 shares 358 $204K 0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 2,482 shares 2,482 $201K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE 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: 2,295 shares 2,295 $200K 0.01% new Timeline IYE 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: 4,060 shares; 2024Q4: 4,084 shares; 2025Q1: 4,108 shares; 2025Q2: 4,131 shares; 2025Q3: 4,160 shares; 2025Q4: 4,186 shares 4,186 $199K 0.01% +26 Timeline URTH 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: 1,039 shares; 2024Q4: 1,046 shares; 2025Q1: 1,051 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,068 shares 1,068 $198K 0.01% +8 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares 1,385 $196K 0.01% 0 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: 2,442 shares; 2024Q4: 2,446 shares; 2025Q1: 2,450 shares; 2025Q2: 2,524 shares; 2025Q3: 1,576 shares; 2025Q4: 1,593 shares 1,593 $170K 0.01% +17 Timeline ISTB 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: 5,580 shares; 2024Q4: 3,321 shares; 2025Q1: 3,322 shares; 2025Q2: 3,324 shares; 2025Q3: 3,327 shares; 2025Q4: 3,280 shares 3,280 $160K 0.01% -47 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: 3,933 shares; 2024Q4: 3,568 shares; 2025Q1: 3,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares 1,020 $158K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 726 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 730 shares; 2025Q4: 730 shares 730 $157K 0.01% 0 Timeline EEM 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: 2,888 shares; 2024Q4: 2,425 shares; 2025Q1: 2,225 shares; 2025Q2: 2,244 shares; 2025Q3: 2,414 shares; 2025Q4: 2,601 shares 2,601 $142K 0.01% +187 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,146 shares; 2024Q4: 17,705 shares; 2025Q1: 17,705 shares; 2025Q2: 17,732 shares; 2025Q3: 17,732 shares; 2025Q4: 17,733 shares 17,733 $138K 0.01% +1 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,499 shares; 2024Q4: 97,499 shares; 2025Q1: 97,499 shares; 2025Q2: 97,499 shares; 2025Q3: 97,499 shares; 2025Q4: 97,499 shares 97,499 $137K 0.01% 0 Timeline EMXC 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: 1,931 shares; 2024Q4: 2,358 shares; 2025Q1: 1,931 shares; 2025Q2: 2,276 shares; 2025Q3: 1,833 shares; 2025Q4: 1,873 shares 1,873 $136K 0.01% +40 Timeline FXZ 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: 2,010 shares; 2024Q4: 2,010 shares; 2025Q1: 2,010 shares; 2025Q2: 2,010 shares; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares 2,010 $130K 0.01% 0 Timeline FV 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: 2,012 shares; 2024Q4: 2,013 shares; 2025Q1: 2,016 shares; 2025Q2: 2,019 shares; 2025Q3: 2,022 shares; 2025Q4: 2,027 shares 2,027 $128K 0.01% +5 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: 471 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 470 shares; 2025Q3: 380 shares; 2025Q4: 420 shares 420 $126K 0.01% +40 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,380 shares; 2024Q4: 60,380 shares; 2025Q1: 60,380 shares; 2025Q2: 60,380 shares; 2025Q3: 60,380 shares; 2025Q4: 60,530 shares 60,530 $119K 0.01% +150 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: 2,470 shares; 2024Q4: 2,494 shares; 2025Q1: 2,494 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares 1,894 $118K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,199 shares; 2024Q4: 2,732 shares; 2025Q1: 1,567 shares; 2025Q2: 3,543 shares; 2025Q3: 1,554 shares; 2025Q4: 1,554 shares 1,554 $114K 0.01% 0 Timeline EUSA 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: 1,590 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares 1,090 $113K 0.01% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 5,693 shares; 2025Q1: 5,756 shares; 2025Q2: 5,824 shares; 2025Q3: 5,893 shares; 2025Q4: 5,959 shares 5,959 $112K 0.01% +66 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,127 shares; 2024Q4: 5,186 shares; 2025Q1: 5,243 shares; 2025Q2: 5,303 shares; 2025Q3: 5,364 shares; 2025Q4: 5,423 shares 5,423 $112K 0.01% +59 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: 2,074 shares; 2024Q4: 2,113 shares; 2025Q1: 2,151 shares; 2025Q2: 2,191 shares; 2025Q3: 2,232 shares; 2025Q4: 2,277 shares 2,277 $110K 0.01% +45 Timeline CNH CNH INDL N V More: the full row for CNH INDL 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: 11,610 shares 11,610 $107K 0.01% new Timeline IDU 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: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares 980 $106K 0.01% 0 Timeline XBI 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: 4,359 shares; 2024Q4: 4,359 shares; 2025Q1: 4,359 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 805 shares 805 $98.1K 0.01% +1 Timeline CLOI 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: 863 shares; 2024Q4: 1,104 shares; 2025Q1: 1,675 shares; 2025Q2: 1,541 shares; 2025Q3: 1,595 shares; 2025Q4: 1,721 shares 1,721 $90.9K 0.01% +126 Timeline IGV 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $89.8K 0.01% 0 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: 253 shares; 2024Q4: 383 shares; 2025Q1: 255 shares; 2025Q2: 286 shares; 2025Q3: 451 shares; 2025Q4: 450 shares 450 $89.3K 0.01% -1 Timeline SPGM 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: 2,429 shares; 2024Q4: 2,448 shares; 2025Q1: 2,448 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 1,154 shares 1,154 $88.5K 0.01% -1,309 Timeline PICK 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: 1,597 shares; 2024Q4: 1,626 shares; 2025Q1: 1,626 shares; 2025Q2: 1,649 shares; 2025Q3: 1,649 shares; 2025Q4: 1,674 shares 1,674 $86K 0.01% +25 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: 1,018 shares; 2024Q4: 1,231 shares; 2025Q1: 1,019 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,208 shares 1,208 $83.8K 0.01% +41 Timeline NLR 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: 611 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 643 shares; 2025Q4: 657 shares 657 $81.6K 0.01% +14 Timeline MDXH MDXHEALTH SA More: the full row for MDXHEALTH SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,325 shares; 2024Q4: 24,425 shares; 2025Q1: 22,625 shares; 2025Q2: 22,625 shares; 2025Q3: 22,625 shares; 2025Q4: 22,625 shares 22,625 $80.8K 0.01% 0 Timeline XAR 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: 323 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $78.5K 0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,386 shares; 2024Q4: 12,736 shares; 2025Q1: 12,737 shares; 2025Q2: 12,736 shares; 2025Q3: 12,776 shares; 2025Q4: 12,736 shares 12,736 $78.5K 0.01% -40 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: 541 shares; 2024Q4: 562 shares; 2025Q1: 565 shares; 2025Q2: 561 shares; 2025Q3: 564 shares; 2025Q4: 567 shares 567 $77.6K 0.01% +3 Timeline VMBS 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: 1,508 shares; 2024Q4: 1,567 shares; 2025Q1: 1,576 shares; 2025Q2: 1,591 shares; 2025Q3: 1,605 shares; 2025Q4: 1,623 shares 1,623 $76.4K <0.01% +18 Timeline FTXN 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: 2,619 shares; 2024Q4: 2,635 shares; 2025Q1: 2,651 shares; 2025Q2: 2,672 shares; 2025Q3: 2,689 shares; 2025Q4: 2,710 shares 2,710 $75.7K <0.01% +21 Timeline VCR 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: 189 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 191 shares; 2025Q4: 191 shares 191 $75.2K <0.01% 0 Timeline GOVT 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 shares; 2024Q4: 834 shares; 2025Q1: 943 shares; 2025Q2: 3,165 shares; 2025Q3: 3,193 shares; 2025Q4: 3,240 shares 3,240 $74.6K <0.01% +47 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: 550 shares; 2024Q4: 553 shares; 2025Q1: 542 shares; 2025Q2: 543 shares; 2025Q3: 544 shares; 2025Q4: 564 shares 564 $72.7K <0.01% +20 Timeline IXUS 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: 1,103 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 807 shares 807 $68.3K <0.01% +15 Timeline TLT 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: 770 shares; 2024Q4: 796 shares; 2025Q1: 775 shares; 2025Q2: 1,389 shares; 2025Q3: 780 shares; 2025Q4: 783 shares 783 $68.2K <0.01% +3 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: 775 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 626 shares; 2025Q4: 626 shares 626 $67.2K <0.01% 0 Timeline RWO 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: 1,679 shares; 2024Q4: 1,620 shares; 2025Q1: 1,590 shares; 2025Q2: 1,578 shares; 2025Q3: 1,354 shares; 2025Q4: 1,373 shares 1,373 $61.8K <0.01% +19 Timeline RSPN 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: 6,892 shares; 2024Q4: 6,767 shares; 2025Q1: 5,825 shares; 2025Q2: 1,375 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares 1,025 $58K <0.01% 0 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 239 shares; 2025Q1: 240 shares; 2025Q2: 794 shares; 2025Q3: 796 shares; 2025Q4: 798 shares 798 $56.8K <0.01% +2 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: not reported; 2025Q3: 308 shares; 2025Q4: 706 shares 706 $56.6K <0.01% +398 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS 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: 638 shares; 2025Q3: 839 shares; 2025Q4: 2,738 shares 2,738 $56.5K <0.01% +1,899 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: 603 shares; 2024Q4: 637 shares; 2025Q1: 568 shares; 2025Q2: 579 shares; 2025Q3: 569 shares; 2025Q4: 549 shares 549 $52.2K <0.01% -20 Timeline FXL 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: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares 292 $49.2K <0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 311 shares; 2025Q1: 312 shares; 2025Q2: 314 shares; 2025Q3: 294 shares; 2025Q4: 318 shares 318 $49.2K <0.01% +24 Timeline SMDV 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: 1,534 shares; 2024Q4: 1,556 shares; 2025Q1: 1,556 shares; 2025Q2: 712 shares; 2025Q3: 721 shares; 2025Q4: 727 shares 727 $48K <0.01% +6 Timeline FNDA 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: 841 shares; 2024Q4: 1,662 shares; 2025Q1: 1,509 shares; 2025Q2: 1,512 shares; 2025Q3: 1,516 shares; 2025Q4: 1,522 shares 1,522 $48K <0.01% +6 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: 1,122 shares; 2024Q4: 1,122 shares; 2025Q1: 1,122 shares; 2025Q2: 1,129 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares 1,122 $47.9K <0.01% 0 Timeline FXR 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: 580 shares; 2024Q4: 581 shares; 2025Q1: 582 shares; 2025Q2: 583 shares; 2025Q3: 584 shares; 2025Q4: 585 shares 585 $46.8K <0.01% +1 Timeline IUSB 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: 1,786 shares; 2024Q4: 1,880 shares; 2025Q1: 1,030 shares; 2025Q2: 1,041 shares; 2025Q3: 1,052 shares; 2025Q4: 994 shares 994 $46.3K <0.01% -58 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: 250 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $45.3K <0.01% 0 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: 267 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 269 shares; 2025Q4: 269 shares 269 $45.2K <0.01% 0 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: 1,805 shares; 2024Q4: 1,795 shares; 2025Q1: 1,808 shares; 2025Q2: 1,828 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $42.3K <0.01% 0 Timeline FTXR 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: 1,046 shares; 2024Q4: 1,058 shares; 2025Q1: 1,062 shares; 2025Q2: 1,069 shares; 2025Q3: 1,072 shares; 2025Q4: 1,076 shares 1,076 $41.7K <0.01% +4 Timeline XJH 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: 894 shares 894 $39.9K <0.01% new Timeline FXD 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: 573 shares; 2024Q4: 575 shares; 2025Q1: 576 shares; 2025Q2: 578 shares; 2025Q3: 579 shares; 2025Q4: 580 shares 580 $39.6K <0.01% +1 Timeline EZU 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: 562 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 583 shares 583 $37.4K <0.01% +5 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 451 shares; 2025Q4: 451 shares 451 $37.2K <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: 2,090 shares; 2024Q4: 2,118 shares; 2025Q1: 1,720 shares; 2025Q2: 1,735 shares; 2025Q3: 1,750 shares; 2025Q4: 1,552 shares 1,552 $34.8K <0.01% -198 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 283 shares 283 $34.5K <0.01% new Timeline XLB 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: 372 shares; 2025Q3: 374 shares; 2025Q4: 751 shares 751 $34.1K <0.01% +377 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: 3,229 shares; 2024Q4: 2,845 shares; 2025Q1: 2,864 shares; 2025Q2: 2,551 shares; 2025Q3: 39 shares; 2025Q4: 454 shares 454 $33.6K <0.01% +415 Timeline FNDE 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: 931 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 931 shares; 2025Q3: 931 shares; 2025Q4: 931 shares 931 $33.6K <0.01% 0 Timeline DWX 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: 714 shares; 2024Q4: 720 shares; 2025Q1: 724 shares; 2025Q2: 735 shares; 2025Q3: 742 shares; 2025Q4: 754 shares 754 $33.1K <0.01% +12 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: 134 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 151 shares; 2025Q3: 152 shares; 2025Q4: 153 shares 153 $32.3K <0.01% +1 Timeline EWW 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: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 460 shares 460 $31.9K <0.01% -350 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: 377 shares; 2024Q4: 392 shares; 2025Q1: 394 shares; 2025Q2: 397 shares; 2025Q3: 1,226 shares; 2025Q4: 406 shares 406 $31.6K <0.01% -820 Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares; 2025Q4: 1,019 shares 1,019 $31.5K <0.01% +2 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: 835 shares; 2024Q4: 814 shares; 2025Q1: 616 shares; 2025Q2: 617 shares; 2025Q3: 619 shares; 2025Q4: 219 shares 219 $30.5K <0.01% -400 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: 289 shares; 2024Q4: 293 shares; 2025Q1: 295 shares; 2025Q2: 297 shares; 2025Q3: 162 shares; 2025Q4: 163 shares 163 $30.1K <0.01% +1 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: 478 shares; 2024Q4: 484 shares; 2025Q1: 448 shares; 2025Q2: 330 shares; 2025Q3: 319 shares; 2025Q4: 319 shares 319 $27.4K <0.01% 0 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: 468 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 418 shares; 2025Q4: 418 shares 418 $27.1K <0.01% 0 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: 1,080 shares; 2024Q4: 1,050 shares; 2025Q1: 1,000 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 75 shares 75 $27K <0.01% -60 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: 303 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 615 shares; 2025Q3: 126 shares; 2025Q4: 126 shares 126 $26.4K <0.01% 0 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: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 370 shares 370 $25.8K <0.01% -61 Timeline XHB 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $25.7K <0.01% 0 Timeline MOO 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: 323 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 342 shares 342 $24.9K <0.01% +8 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: 683 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 685 shares; 2025Q4: 685 shares 685 $24.8K <0.01% 0 Timeline RPV 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: 231 shares; 2024Q4: 232 shares; 2025Q1: 234 shares; 2025Q2: 235 shares; 2025Q3: 237 shares; 2025Q4: 238 shares 238 $24.6K <0.01% +1 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: 624 shares; 2024Q4: 668 shares; 2025Q1: 605 shares; 2025Q2: 575 shares; 2025Q3: 572 shares; 2025Q4: 541 shares 541 $23.9K <0.01% -31 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $23.5K <0.01% 0 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 33 shares; 2025Q3: 232 shares; 2025Q4: 350 shares 350 $23.5K <0.01% +118 Timeline SHV 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: 213 shares 213 $23.5K <0.01% new Timeline SMOT 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: 1,453 shares; 2024Q4: 1,470 shares; 2025Q1: 634 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 642 shares 642 $23.2K <0.01% +9 Timeline GDXJ 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: 28 shares; 2024Q4: 29 shares; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: 200 shares 200 $22.8K <0.01% new 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: 970 shares; 2024Q4: 975 shares; 2025Q1: 983 shares; 2025Q2: 996 shares; 2025Q3: 1,004 shares; 2025Q4: 1,009 shares 1,009 $22.2K <0.01% +5 Timeline FALN 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: 372 shares; 2024Q4: 369 shares; 2025Q1: 373 shares; 2025Q2: 676 shares; 2025Q3: 635 shares; 2025Q4: 753 shares 753 $20.6K <0.01% +118 Timeline FNDC 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: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares 455 $20.3K <0.01% 0 Timeline HELO 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: 164 shares; 2025Q4: 300 shares 300 $19.9K <0.01% +136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 422 shares 422 $19.5K <0.01% new Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 342 shares 342 $18.5K <0.01% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares 537 $18.3K <0.01% 0 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: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares 135 $17.6K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123 shares 123 $16.4K <0.01% new Timeline SUSC 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: 379 shares; 2024Q4: 487 shares; 2025Q1: 606 shares; 2025Q2: 613 shares; 2025Q3: 619 shares; 2025Q4: 638 shares 638 $14.9K <0.01% +19 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: 253 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares 253 $14.9K <0.01% 0 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: 2,228 shares; 2024Q4: 2,252 shares; 2025Q1: 2,273 shares; 2025Q2: 2,306 shares; 2025Q3: 2,340 shares; 2025Q4: 182 shares 182 $14.7K <0.01% -2,158 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 292 shares; 2025Q3: 377 shares; 2025Q4: 181 shares 181 $13.9K <0.01% -196 Timeline XSW 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: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 72 shares 72 $13.5K <0.01% -10 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191 shares 191 $11.4K <0.01% new Timeline KBE 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: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares 185 $11.2K <0.01% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 291 shares 291 $11.1K <0.01% new Timeline EDIV 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: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 279 shares 279 $10.9K <0.01% +102 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: not reported; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares 141 $10.6K <0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: 199 shares 199 $10.3K <0.01% new 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: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 125 shares 125 $9.66K <0.01% +1 Timeline HAP 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: 1,935 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares 160 $9.62K <0.01% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242 shares 242 $9.56K <0.01% new Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129 shares 129 $9.52K <0.01% new Timeline REM 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: 404 shares; 2024Q4: 420 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares 422 $9.37K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 93 shares 93 $9.26K <0.01% +53 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: not reported; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares 62 $9.24K <0.01% 0 Timeline WDIV 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: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $9.06K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: 429 shares; 2025Q4: 193 shares 193 $9.04K <0.01% -236 Timeline ABND AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $8.83K <0.01% new Timeline FGD 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: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares 270 $8.18K <0.01% 0 Timeline STIP 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 75 shares 75 $7.68K <0.01% +35 Timeline SPBO 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: 238 shares; 2024Q4: 242 shares; 2025Q1: 244 shares; 2025Q2: 247 shares; 2025Q3: 251 shares; 2025Q4: 255 shares 255 $7.48K <0.01% +4 Timeline CIBR 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: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 105 shares 105 $7.47K <0.01% +1 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: 80 shares 80 $7.23K <0.01% 0 Timeline HYDB 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: 150 shares 150 $7.1K <0.01% new Timeline IYH 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: 456 shares; 2024Q4: 106 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 108 shares 108 $7.01K <0.01% +1 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152 shares 152 $6.95K <0.01% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 691 shares; 2025Q3: 59 shares; 2025Q4: 60 shares 60 $6.63K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares 56 $6.61K <0.01% new Timeline EWJ 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: 48 shares; 2024Q4: 103 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 81 shares 81 $6.54K <0.01% +32 Timeline KXI 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $6.46K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares 45 $6.23K <0.01% new 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: 52 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 55 shares 55 $6.09K <0.01% +1 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164 shares 164 $5.66K <0.01% new 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 183 shares 183 $5.53K <0.01% +182 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 165 shares 165 $5.45K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93 shares 93 $5.11K <0.01% new Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149 shares 149 $4.85K <0.01% new Timeline SPMD 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: 82 shares; 2024Q4: 82 shares; 2025Q1: 93 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares 82 $4.75K <0.01% 0 Timeline PSI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares 60 $4.73K <0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69 shares 69 $4.66K <0.01% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127 shares 127 $4.04K <0.01% new Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43 shares 43 $3.99K <0.01% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,210 shares; 2024Q4: 5,510 shares; 2025Q1: 4,650 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares 43 $3.39K <0.01% 0 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares 60 $3.35K <0.01% 0 Timeline COPX 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: 45 shares; 2024Q4: 45 shares; 2025Q1: 46 shares; 2025Q2: 53 shares; 2025Q3: 46 shares; 2025Q4: 46 shares 46 $3.29K <0.01% 0 Timeline XSMO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares 45 $3.24K <0.01% new Timeline SCHC 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: 812 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 71 shares 71 $3.22K <0.01% +3 Timeline IWY 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: 10 shares; 2025Q4: 10 shares 10 $2.8K <0.01% 0 Timeline IXN 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: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24 $2.52K <0.01% 0 Timeline IBTI 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: 95 shares 95 $2.12K <0.01% new Timeline IBTK 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: 107 shares 107 $2.12K <0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares 4 $1.79K <0.01% new Timeline DRIV 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: 60 shares 60 $1.77K <0.01% new 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: not reported; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares 18 $1.66K <0.01% 0 Timeline SDG 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: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares 16 $1.38K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares 13 $1.09K <0.01% new Timeline TECB 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: 17 shares 17 $1.03K <0.01% new Timeline