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: 169,175 shares; 2024Q4: 167,547 shares; 2025Q1: 159,604 shares; 2025Q2: 167,934 shares; 2025Q3: 168,336 shares; 2025Q4: 159,524 shares 159,524 $109M 18.02% -8,812 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: 293,405 shares; 2024Q4: 294,988 shares; 2025Q1: 316,085 shares; 2025Q2: 342,500 shares; 2025Q3: 330,957 shares; 2025Q4: 334,897 shares 334,897 $32.2M 5.3% +3,940 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: 90,914 shares; 2024Q4: 94,235 shares; 2025Q1: 111,306 shares; 2025Q2: 102,907 shares; 2025Q3: 104,171 shares; 2025Q4: 104,564 shares 104,564 $25.7M 4.25% +393 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: 77,656 shares; 2024Q4: 75,598 shares; 2025Q1: 74,146 shares; 2025Q2: 74,210 shares; 2025Q3: 73,188 shares; 2025Q4: 72,919 shares 72,919 $19.8M 3.27% -269 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 183,095 shares; 2025Q4: 205,060 shares 205,060 $19.1M 3.15% +21,965 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,430 shares; 2025Q4: 174,988 shares 174,988 $17.5M 2.88% -5,442 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925,618 shares; 2024Q4: 930,673 shares; 2025Q1: 1,014,388 shares; 2025Q2: 1,010,092 shares; 2025Q3: 1,012,241 shares; 2025Q4: 1,013,831 shares 1,013,831 $17.1M 2.82% +1,590 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,048 shares; 2025Q4: 192,852 shares 192,852 $14.3M 2.36% -18,196 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,821 shares; 2025Q4: 180,887 shares 180,887 $14.1M 2.33% +28,066 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255,686 shares; 2025Q4: 275,997 shares 275,997 $12.7M 2.1% +20,311 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: 23,646 shares; 2024Q4: 22,934 shares; 2025Q1: 21,516 shares; 2025Q2: 21,571 shares; 2025Q3: 22,731 shares; 2025Q4: 22,500 shares 22,500 $10.9M 1.79% -231 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,306 shares; 2024Q4: 317,988 shares; 2025Q1: 315,013 shares; 2025Q2: 293,509 shares; 2025Q3: 292,283 shares; 2025Q4: 280,679 shares 280,679 $10.9M 1.79% -11,604 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: 31,900 shares; 2024Q4: 28,635 shares; 2025Q1: 28,075 shares; 2025Q2: 27,222 shares; 2025Q3: 27,553 shares; 2025Q4: 27,800 shares 27,800 $8.7M 1.44% +247 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: 124,238 shares; 2024Q4: 125,752 shares; 2025Q1: 112,008 shares; 2025Q2: 139,346 shares; 2025Q3: 138,014 shares; 2025Q4: 158,574 shares 158,574 $8.68M 1.43% +20,560 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: 38,487 shares; 2024Q4: 38,830 shares; 2025Q1: 43,297 shares; 2025Q2: 45,017 shares; 2025Q3: 44,556 shares; 2025Q4: 46,505 shares 46,505 $8.67M 1.43% +1,949 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,701 shares; 2024Q4: 221,701 shares; 2025Q1: 221,701 shares; 2025Q2: 205,214 shares; 2025Q3: 186,127 shares; 2025Q4: 186,127 shares 186,127 $7.32M 1.21% 0 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,149 shares; 2024Q4: 99,657 shares; 2025Q1: 146,403 shares; 2025Q2: 169,388 shares; 2025Q3: 183,594 shares; 2025Q4: 186,192 shares 186,192 $6.86M 1.13% +2,598 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: 14,251 shares; 2024Q4: 15,542 shares; 2025Q1: 14,664 shares; 2025Q2: 14,724 shares; 2025Q3: 17,582 shares; 2025Q4: 17,697 shares 17,697 $5.7M 0.94% +115 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,446 shares; 2024Q4: 87,740 shares; 2025Q1: 107,985 shares; 2025Q2: 129,210 shares; 2025Q3: 128,406 shares; 2025Q4: 155,636 shares 155,636 $5.69M 0.94% +27,230 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,066 shares; 2024Q4: 24,812 shares; 2025Q1: 24,358 shares; 2025Q2: 23,047 shares; 2025Q3: 23,069 shares; 2025Q4: 23,517 shares 23,517 $5.43M 0.9% +448 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: 17,907 shares; 2024Q4: 18,425 shares; 2025Q1: 12,654 shares; 2025Q2: 12,595 shares; 2025Q3: 13,117 shares; 2025Q4: 13,381 shares 13,381 $4.63M 0.76% +264 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,006 shares; 2025Q1: 89,772 shares; 2025Q2: 93,555 shares; 2025Q3: 93,190 shares; 2025Q4: 106,359 shares 106,359 $4.61M 0.76% +13,169 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,159 shares; 2025Q3: 13,109 shares; 2025Q4: 14,144 shares 14,144 $4.1M 0.68% +1,035 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,135 shares; 2025Q4: 37,491 shares 37,491 $4.02M 0.66% -2,644 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: 5,311 shares; 2024Q4: 5,387 shares; 2025Q1: 5,380 shares; 2025Q2: 5,431 shares; 2025Q3: 5,700 shares; 2025Q4: 5,891 shares 5,891 $3.89M 0.64% +191 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,735 shares; 2024Q4: 19,610 shares; 2025Q1: 80,660 shares; 2025Q2: 80,660 shares; 2025Q3: 80,660 shares; 2025Q4: 80,660 shares 80,660 $3.79M 0.63% 0 Timeline EDV 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: 56,444 shares; 2025Q4: 56,444 shares 56,444 $3.67M 0.61% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,870 shares; 2024Q4: 86,793 shares; 2025Q1: 80,359 shares; 2025Q2: 72,858 shares; 2025Q3: 78,697 shares; 2025Q4: 78,748 shares 78,748 $3.44M 0.57% +51 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,170 shares; 2024Q4: 95,587 shares; 2025Q1: 95,587 shares; 2025Q2: 77,556 shares; 2025Q3: 77,556 shares; 2025Q4: 77,315 shares 77,315 $3.4M 0.56% -241 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: 5,050 shares; 2024Q4: 5,050 shares; 2025Q1: 5,143 shares; 2025Q2: 4,600 shares; 2025Q3: 4,336 shares; 2025Q4: 4,321 shares 4,321 $2.95M 0.49% -15 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: 10,804 shares; 2024Q4: 10,644 shares; 2025Q1: 10,234 shares; 2025Q2: 9,370 shares; 2025Q3: 9,263 shares; 2025Q4: 40,296 shares 40,296 $2.88M 0.47% +31,033 Timeline KAPR 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: 86,920 shares; 2024Q4: 82,152 shares; 2025Q1: 81,668 shares; 2025Q2: 81,890 shares; 2025Q3: 81,844 shares; 2025Q4: 81,291 shares 81,291 $2.86M 0.47% -553 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,735 shares; 2024Q4: 45,249 shares; 2025Q1: 51,793 shares; 2025Q2: 57,121 shares; 2025Q3: 65,581 shares; 2025Q4: 65,840 shares 65,840 $2.85M 0.47% +259 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: 8,330 shares; 2024Q4: 11,211 shares; 2025Q1: 12,704 shares; 2025Q2: 12,794 shares; 2025Q3: 14,199 shares; 2025Q4: 14,370 shares 14,370 $2.8M 0.46% +171 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: 13,133 shares; 2025Q1: 14,281 shares; 2025Q2: 14,450 shares; 2025Q3: 15,628 shares; 2025Q4: 16,248 shares 16,248 $2.78M 0.46% +620 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: 3,402 shares; 2024Q4: 3,750 shares; 2025Q1: 4,004 shares; 2025Q2: 3,909 shares; 2025Q3: 4,471 shares; 2025Q4: 4,471 shares 4,471 $2.75M 0.45% 0 Timeline BAPR 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: 61,409 shares; 2024Q4: 57,732 shares; 2025Q1: 57,360 shares; 2025Q2: 57,112 shares; 2025Q3: 57,100 shares; 2025Q4: 56,712 shares 56,712 $2.72M 0.45% -388 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: 8,352 shares; 2024Q4: 8,454 shares; 2025Q1: 7,760 shares; 2025Q2: 7,760 shares; 2025Q3: 8,974 shares; 2025Q4: 8,238 shares 8,238 $2.59M 0.43% -736 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: 1,898 shares; 2024Q4: 2,155 shares; 2025Q1: 2,578 shares; 2025Q2: 2,611 shares; 2025Q3: 2,665 shares; 2025Q4: 2,796 shares 2,796 $2.46M 0.41% +131 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: 24,434 shares; 2024Q4: 24,437 shares; 2025Q1: 21,304 shares; 2025Q2: 21,355 shares; 2025Q3: 21,794 shares; 2025Q4: 21,972 shares 21,972 $2.45M 0.4% +178 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: 8,724 shares; 2024Q4: 9,922 shares; 2025Q1: 11,711 shares; 2025Q2: 11,820 shares; 2025Q3: 11,549 shares; 2025Q4: 11,180 shares 11,180 $2.31M 0.38% -369 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,514 shares; 2025Q4: 48,514 shares 48,514 $2.3M 0.38% 0 Timeline XDSQ 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: 22,837 shares; 2024Q4: 28,982 shares; 2025Q1: 39,422 shares; 2025Q2: 48,453 shares; 2025Q3: 54,437 shares; 2025Q4: 54,330 shares 54,330 $2.26M 0.37% -107 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: 13,274 shares; 2024Q4: 13,609 shares; 2025Q1: 14,713 shares; 2025Q2: 14,514 shares; 2025Q3: 14,073 shares; 2025Q4: 14,631 shares 14,631 $2.25M 0.37% +558 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,697 shares; 2024Q4: 42,145 shares; 2025Q1: 42,835 shares; 2025Q2: 42,694 shares; 2025Q3: 41,976 shares; 2025Q4: 40,720 shares 40,720 $2.24M 0.37% -1,256 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: 2,056 shares; 2024Q4: 2,093 shares; 2025Q1: 2,099 shares; 2025Q2: 1,945 shares; 2025Q3: 2,016 shares; 2025Q4: 2,078 shares 2,078 $2.23M 0.37% +62 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: 25,694 shares; 2024Q4: 24,758 shares; 2025Q1: 13,715 shares; 2025Q2: 17,451 shares; 2025Q3: 18,105 shares; 2025Q4: 18,018 shares 18,018 $2.22M 0.37% -87 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,185 shares; 2024Q4: 46,185 shares; 2025Q1: 46,172 shares; 2025Q2: 39,665 shares; 2025Q3: 47,365 shares; 2025Q4: 47,261 shares 47,261 $2.19M 0.36% -104 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,713 shares; 2024Q4: 3,752 shares; 2025Q1: 4,081 shares; 2025Q2: 4,144 shares; 2025Q3: 4,125 shares; 2025Q4: 4,317 shares 4,317 $2.17M 0.36% +192 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: 7,325 shares; 2024Q4: 7,325 shares; 2025Q1: 7,325 shares; 2025Q2: 7,325 shares; 2025Q3: 7,449 shares; 2025Q4: 7,449 shares 7,449 $2.15M 0.35% 0 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: 18,720 shares; 2024Q4: 12,283 shares; 2025Q1: 10,999 shares; 2025Q2: 9,289 shares; 2025Q3: 10,035 shares; 2025Q4: 9,749 shares 9,749 $2.07M 0.34% -286 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: 26,503 shares; 2024Q4: 26,985 shares; 2025Q1: 23,599 shares; 2025Q2: 15,404 shares; 2025Q3: 14,391 shares; 2025Q4: 14,395 shares 14,395 $2.03M 0.34% +4 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,158 shares; 2024Q4: 26,158 shares; 2025Q1: 45,203 shares; 2025Q2: 45,053 shares; 2025Q3: 45,025 shares; 2025Q4: 45,025 shares 45,025 $2.02M 0.33% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 3,959 shares; 2025Q1: 6,300 shares; 2025Q2: 6,521 shares; 2025Q3: 6,683 shares; 2025Q4: 6,601 shares 6,601 $2.02M 0.33% -82 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 5,543 shares; 2025Q1: 5,640 shares; 2025Q2: 5,744 shares; 2025Q3: 6,454 shares; 2025Q4: 5,807 shares 5,807 $2M 0.33% -647 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: 20,903 shares; 2024Q4: 20,803 shares; 2025Q1: 20,199 shares; 2025Q2: 20,191 shares; 2025Q3: 20,041 shares; 2025Q4: 19,181 shares 19,181 $2M 0.33% -860 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,044 shares; 2025Q1: 9,076 shares; 2025Q2: 9,076 shares; 2025Q3: 8,561 shares; 2025Q4: 14,557 shares 14,557 $1.97M 0.32% +5,996 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: 9,023 shares; 2024Q4: 9,380 shares; 2025Q1: 9,567 shares; 2025Q2: 9,609 shares; 2025Q3: 9,372 shares; 2025Q4: 9,710 shares 9,710 $1.78M 0.29% +338 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: 9,748 shares; 2024Q4: 10,571 shares; 2025Q1: 10,625 shares; 2025Q2: 10,849 shares; 2025Q3: 10,141 shares; 2025Q4: 10,376 shares 10,376 $1.77M 0.29% +235 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,307 shares; 2025Q1: 8,994 shares; 2025Q2: 8,994 shares; 2025Q3: 8,551 shares; 2025Q4: 8,653 shares 8,653 $1.77M 0.29% +102 Timeline JQUA 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: 30,098 shares; 2024Q4: 26,019 shares; 2025Q1: 35,906 shares; 2025Q2: 31,256 shares; 2025Q3: 26,337 shares; 2025Q4: 26,380 shares 26,380 $1.67M 0.27% +43 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: 12,459 shares; 2024Q4: 12,978 shares; 2025Q1: 15,596 shares; 2025Q2: 15,784 shares; 2025Q3: 15,825 shares; 2025Q4: 16,606 shares 16,606 $1.66M 0.27% +781 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: 11,672 shares; 2024Q4: 12,324 shares; 2025Q1: 12,438 shares; 2025Q2: 12,553 shares; 2025Q3: 13,594 shares; 2025Q4: 13,537 shares 13,537 $1.63M 0.27% -57 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: 11,051 shares; 2024Q4: 11,771 shares; 2025Q1: 13,453 shares; 2025Q2: 13,556 shares; 2025Q3: 13,138 shares; 2025Q4: 13,913 shares 13,913 $1.62M 0.27% +775 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,084 shares; 2024Q4: 10,560 shares; 2025Q1: 29,118 shares; 2025Q2: 30,198 shares; 2025Q3: 26,918 shares; 2025Q4: 26,971 shares 26,971 $1.62M 0.27% +53 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: 6,708 shares; 2024Q4: 6,708 shares; 2025Q1: 13,600 shares; 2025Q2: 12,741 shares; 2025Q3: 13,649 shares; 2025Q4: 12,796 shares 12,796 $1.6M 0.26% -853 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: 41,127 shares; 2024Q4: 38,440 shares; 2025Q1: 35,976 shares; 2025Q2: 38,576 shares; 2025Q3: 41,139 shares; 2025Q4: 40,373 shares 40,373 $1.59M 0.26% -766 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: 4,469 shares; 2024Q4: 5,226 shares; 2025Q1: 4,364 shares; 2025Q2: 4,343 shares; 2025Q3: 6,149 shares; 2025Q4: 4,536 shares 4,536 $1.59M 0.26% -1,613 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,045 shares; 2025Q4: 51,045 shares 51,045 $1.58M 0.26% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 5,506 shares; 2025Q1: 5,926 shares; 2025Q2: 6,060 shares; 2025Q3: 5,768 shares; 2025Q4: 6,089 shares 6,089 $1.56M 0.26% +321 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: 22,309 shares; 2024Q4: 22,478 shares; 2025Q1: 29,160 shares; 2025Q2: 32,751 shares; 2025Q3: 28,093 shares; 2025Q4: 13,705 shares 13,705 $1.56M 0.26% -14,388 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: 7,040 shares; 2024Q4: 7,207 shares; 2025Q1: 7,559 shares; 2025Q2: 7,641 shares; 2025Q3: 7,430 shares; 2025Q4: 6,731 shares 6,731 $1.54M 0.25% -699 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: 6,919 shares; 2024Q4: 6,916 shares; 2025Q1: 6,627 shares; 2025Q2: 7,380 shares; 2025Q3: 7,366 shares; 2025Q4: 7,266 shares 7,266 $1.52M 0.25% -100 Timeline BMAR 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: 31,042 shares; 2024Q4: 30,913 shares; 2025Q1: 28,676 shares; 2025Q2: 28,289 shares; 2025Q3: 28,313 shares; 2025Q4: 28,281 shares 28,281 $1.5M 0.25% -32 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 2,937 shares; 2025Q1: 2,937 shares; 2025Q2: 2,937 shares; 2025Q3: 3,148 shares; 2025Q4: 3,150 shares 3,150 $1.49M 0.25% +2 Timeline BOCT 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: 23,724 shares; 2024Q4: 26,362 shares; 2025Q1: 30,775 shares; 2025Q2: 27,605 shares; 2025Q3: 30,086 shares; 2025Q4: 30,028 shares 30,028 $1.48M 0.24% -58 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,226 shares; 2024Q4: 38,361 shares; 2025Q1: 38,080 shares; 2025Q2: 36,967 shares; 2025Q3: 37,527 shares; 2025Q4: 37,352 shares 37,352 $1.48M 0.24% -175 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,677 shares; 2024Q4: 30,187 shares; 2025Q1: 30,113 shares; 2025Q2: 30,113 shares; 2025Q3: 29,454 shares; 2025Q4: 29,454 shares 29,454 $1.38M 0.23% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,675 shares; 2024Q4: 16,918 shares; 2025Q1: 17,293 shares; 2025Q2: 17,199 shares; 2025Q3: 16,733 shares; 2025Q4: 17,402 shares 17,402 $1.37M 0.23% +669 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: 9,574 shares; 2024Q4: 9,465 shares; 2025Q1: 9,714 shares; 2025Q2: 9,722 shares; 2025Q3: 9,704 shares; 2025Q4: 9,425 shares 9,425 $1.35M 0.22% -279 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,464 shares; 2025Q1: 3,464 shares; 2025Q2: 3,464 shares; 2025Q3: 3,477 shares; 2025Q4: 3,464 shares 3,464 $1.35M 0.22% -13 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: 9,864 shares; 2024Q4: 10,296 shares; 2025Q1: 9,208 shares; 2025Q2: 8,024 shares; 2025Q3: 8,010 shares; 2025Q4: 8,179 shares 8,179 $1.31M 0.22% +169 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: 1,112 shares; 2025Q1: 1,139 shares; 2025Q2: 1,164 shares; 2025Q3: 1,171 shares; 2025Q4: 1,224 shares 1,224 $1.31M 0.22% +53 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: 7,753 shares; 2024Q4: 7,957 shares; 2025Q1: 8,088 shares; 2025Q2: 8,304 shares; 2025Q3: 9,254 shares; 2025Q4: 8,562 shares 8,562 $1.3M 0.22% -692 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 999 shares; 2025Q1: 2,879 shares; 2025Q2: 2,879 shares; 2025Q3: 3,087 shares; 2025Q4: 3,068 shares 3,068 $1.29M 0.21% -19 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,240 shares; 2025Q3: 14,199 shares; 2025Q4: 14,199 shares 14,199 $1.27M 0.21% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,829 shares; 2025Q1: 2,010 shares; 2025Q2: 2,035 shares; 2025Q3: 2,019 shares; 2025Q4: 2,150 shares 2,150 $1.23M 0.2% +131 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,497 shares; 2024Q4: 9,828 shares; 2025Q1: 10,635 shares; 2025Q2: 10,729 shares; 2025Q3: 10,350 shares; 2025Q4: 10,855 shares 10,855 $1.22M 0.2% +505 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,748 shares; 2024Q4: 24,472 shares; 2025Q1: 24,472 shares; 2025Q2: 27,443 shares; 2025Q3: 27,443 shares; 2025Q4: 25,628 shares 25,628 $1.21M 0.2% -1,815 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: 7,522 shares; 2025Q1: 7,522 shares; 2025Q2: 7,522 shares; 2025Q3: 6,522 shares; 2025Q4: 6,522 shares 6,522 $1.2M 0.2% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,054 shares; 2025Q1: 2,069 shares; 2025Q2: 2,069 shares; 2025Q3: 2,069 shares; 2025Q4: 2,042 shares 2,042 $1.17M 0.19% -27 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: 4,228 shares; 2024Q4: 4,156 shares; 2025Q1: 4,123 shares; 2025Q2: 2,932 shares; 2025Q3: 2,932 shares; 2025Q4: 2,932 shares 2,932 $1.16M 0.19% 0 Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,727 shares; 2024Q4: 24,268 shares; 2025Q1: 28,470 shares; 2025Q2: 32,008 shares; 2025Q3: 34,407 shares; 2025Q4: 34,479 shares 34,479 $1.16M 0.19% +72 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,606 shares; 2024Q4: 3,755 shares; 2025Q1: 4,020 shares; 2025Q2: 4,127 shares; 2025Q3: 3,262 shares; 2025Q4: 3,425 shares 3,425 $1.16M 0.19% +163 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: not reported; 2024Q4: 1,317 shares; 2025Q1: 1,199 shares; 2025Q2: 1,199 shares; 2025Q3: 3,790 shares; 2025Q4: 3,899 shares 3,899 $1.15M 0.19% +109 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: 9,411 shares; 2024Q4: 10,061 shares; 2025Q1: 11,023 shares; 2025Q2: 7,616 shares; 2025Q3: 9,373 shares; 2025Q4: 9,373 shares 9,373 $1.13M 0.19% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,046 shares; 2024Q4: 10,046 shares; 2025Q1: 10,046 shares; 2025Q2: 10,063 shares; 2025Q3: 10,063 shares; 2025Q4: 12,571 shares 12,571 $1.12M 0.19% +2,508 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 3,086 shares; 2025Q1: 3,571 shares; 2025Q2: 3,626 shares; 2025Q3: 3,545 shares; 2025Q4: 3,817 shares 3,817 $1.12M 0.18% +272 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: 1,992 shares; 2024Q4: 2,058 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,060 shares; 2025Q4: 3,374 shares 3,374 $1.11M 0.18% -686 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,263 shares; 2024Q4: 11,909 shares; 2025Q1: 16,345 shares; 2025Q2: 20,109 shares; 2025Q3: 22,595 shares; 2025Q4: 22,519 shares 22,519 $1.11M 0.18% -76 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,079 shares; 2024Q4: 22,768 shares; 2025Q1: 28,003 shares; 2025Q2: 24,663 shares; 2025Q3: 15,125 shares; 2025Q4: 26,186 shares 26,186 $1.09M 0.18% +11,061 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: 7,834 shares; 2025Q2: 8,350 shares; 2025Q3: 7,996 shares; 2025Q4: 8,448 shares 8,448 $1.06M 0.18% +452 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: 12,406 shares; 2024Q4: 12,236 shares; 2025Q1: 11,736 shares; 2025Q2: 11,736 shares; 2025Q3: 13,528 shares; 2025Q4: 13,656 shares 13,656 $1.05M 0.17% +128 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: 7,008 shares; 2024Q4: 7,298 shares; 2025Q1: 7,686 shares; 2025Q2: 7,747 shares; 2025Q3: 7,568 shares; 2025Q4: 7,908 shares 7,908 $1.05M 0.17% +340 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: 720 shares; 2024Q4: 1,344 shares; 2025Q1: 1,294 shares; 2025Q2: 1,302 shares; 2025Q3: 1,168 shares; 2025Q4: 1,209 shares 1,209 $1.04M 0.17% +41 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: 1,842 shares; 2024Q4: 1,911 shares; 2025Q1: 1,993 shares; 2025Q2: 2,043 shares; 2025Q3: 2,002 shares; 2025Q4: 2,095 shares 2,095 $1.03M 0.17% +93 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: 9,788 shares; 2024Q4: 8,157 shares; 2025Q1: 6,717 shares; 2025Q2: 5,917 shares; 2025Q3: 5,616 shares; 2025Q4: 4,409 shares 4,409 $1.01M 0.17% -1,207 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: 19,747 shares; 2024Q4: 20,240 shares; 2025Q1: 15,980 shares; 2025Q2: 15,922 shares; 2025Q3: 15,900 shares; 2025Q4: 16,600 shares 16,600 $998K 0.16% +700 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: 2,864 shares; 2024Q4: not reported; 2025Q1: 13,482 shares; 2025Q2: 14,002 shares; 2025Q3: 15,571 shares; 2025Q4: 14,138 shares 14,138 $988K 0.16% -1,433 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,477 shares; 2025Q1: 2,722 shares; 2025Q2: 2,765 shares; 2025Q3: 2,674 shares; 2025Q4: 2,812 shares 2,812 $988K 0.16% +138 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,136 shares; 2025Q1: 2,483 shares; 2025Q2: 2,516 shares; 2025Q3: 2,436 shares; 2025Q4: 2,550 shares 2,550 $977K 0.16% +114 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,259 shares; 2024Q4: 25,898 shares; 2025Q1: 25,776 shares; 2025Q2: 25,663 shares; 2025Q3: 25,089 shares; 2025Q4: 25,000 shares 25,000 $956K 0.16% -89 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: 16,130 shares; 2024Q4: 15,446 shares; 2025Q1: 40,035 shares; 2025Q2: 36,184 shares; 2025Q3: 36,053 shares; 2025Q4: 37,930 shares 37,930 $942K 0.16% +1,877 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: 1,589 shares; 2024Q4: 1,685 shares; 2025Q1: 1,907 shares; 2025Q2: 1,917 shares; 2025Q3: 1,850 shares; 2025Q4: 1,932 shares 1,932 $934K 0.15% +82 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,731 shares; 2025Q4: 11,680 shares 11,680 $931K 0.15% -51 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,141 shares; 2025Q4: 2,213 shares 2,213 $922K 0.15% +72 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 1,010 shares; 2025Q4: 755 shares 755 $918K 0.15% -255 Timeline KDEC 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: 20,909 shares; 2025Q1: 33,095 shares; 2025Q2: 33,095 shares; 2025Q3: 32,915 shares; 2025Q4: 35,894 shares 35,894 $917K 0.15% +2,979 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: 8,543 shares; 2024Q4: 8,098 shares; 2025Q1: 23,534 shares; 2025Q2: 25,233 shares; 2025Q3: 26,732 shares; 2025Q4: 22,198 shares 22,198 $904K 0.15% -4,534 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: 9,960 shares; 2024Q4: 10,023 shares; 2025Q1: 11,489 shares; 2025Q2: 11,568 shares; 2025Q3: 8,562 shares; 2025Q4: 9,292 shares 9,292 $893K 0.15% +730 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: 5,997 shares; 2024Q4: 5,997 shares; 2025Q1: 5,997 shares; 2025Q2: 5,997 shares; 2025Q3: 6,042 shares; 2025Q4: 6,368 shares 6,368 $886K 0.15% +326 Timeline XBJA 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: 28,605 shares; 2024Q4: 28,605 shares; 2025Q1: 28,605 shares; 2025Q2: 27,668 shares; 2025Q3: 27,668 shares; 2025Q4: 27,668 shares 27,668 $885K 0.15% 0 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: 1,246 shares; 2024Q4: 1,276 shares; 2025Q1: 911 shares; 2025Q2: 893 shares; 2025Q3: 887 shares; 2025Q4: 9,371 shares 9,371 $879K 0.14% +8,484 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,731 shares; 2025Q3: 2,820 shares; 2025Q4: 6,034 shares 6,034 $869K 0.14% +3,214 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,673 shares; 2024Q4: 8,996 shares; 2025Q1: 8,947 shares; 2025Q2: 9,001 shares; 2025Q3: 8,722 shares; 2025Q4: 8,387 shares 8,387 $863K 0.14% -335 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: 13,259 shares 13,259 $854K 0.14% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 3,829 shares; 2025Q1: 3,929 shares; 2025Q2: 3,939 shares; 2025Q3: 3,819 shares; 2025Q4: 4,013 shares 4,013 $850K 0.14% +194 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,756 shares; 2025Q1: 9,548 shares; 2025Q2: 9,548 shares; 2025Q3: 9,535 shares; 2025Q4: 9,532 shares 9,532 $835K 0.14% -3 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,512 shares; 2025Q4: 3,692 shares 3,692 $821K 0.14% +180 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: 11,319 shares; 2024Q4: 13,230 shares; 2025Q1: 7,239 shares; 2025Q2: 4,422 shares; 2025Q3: 4,212 shares; 2025Q4: 2,538 shares 2,538 $820K 0.14% -1,674 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,884 shares; 2025Q3: 8,884 shares; 2025Q4: 17,768 shares 17,768 $794K 0.13% +8,884 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 3,464 shares; 2025Q1: 3,848 shares; 2025Q2: 3,894 shares; 2025Q3: 3,756 shares; 2025Q4: 4,017 shares 4,017 $784K 0.13% +261 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 4,369 shares; 2025Q1: 5,700 shares; 2025Q2: 5,824 shares; 2025Q3: 5,612 shares; 2025Q4: 5,598 shares 5,598 $778K 0.13% -14 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: 8,360 shares; 2024Q4: 8,618 shares; 2025Q1: 7,244 shares; 2025Q2: 7,058 shares; 2025Q3: 7,053 shares; 2025Q4: 8,072 shares 8,072 $777K 0.13% +1,019 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: not reported; 2024Q4: not reported; 2025Q1: 28,924 shares; 2025Q2: 8,412 shares; 2025Q3: 8,960 shares; 2025Q4: 10,689 shares 10,689 $777K 0.13% +1,729 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,161 shares; 2025Q4: 2,275 shares 2,275 $774K 0.13% +114 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,968 shares; 2025Q3: 19,968 shares; 2025Q4: 19,563 shares 19,563 $765K 0.13% -405 Timeline USEP 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: 19,327 shares; 2024Q4: 19,327 shares; 2025Q1: 19,327 shares; 2025Q2: 19,327 shares; 2025Q3: 19,327 shares; 2025Q4: 19,327 shares 19,327 $760K 0.13% 0 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,260 shares; 2025Q4: 14,476 shares 14,476 $758K 0.12% -1,784 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: not reported; 2025Q1: 2,456 shares; 2025Q2: 2,473 shares; 2025Q3: 2,476 shares; 2025Q4: 2,464 shares 2,464 $749K 0.12% -12 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,547 shares; 2024Q4: 16,515 shares; 2025Q1: 16,474 shares; 2025Q2: 17,908 shares; 2025Q3: 17,892 shares; 2025Q4: 17,613 shares 17,613 $738K 0.12% -279 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,378 shares; 2025Q1: 18,163 shares; 2025Q2: 18,163 shares; 2025Q3: 18,141 shares; 2025Q4: 14,725 shares 14,725 $730K 0.12% -3,416 Timeline XTOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,743 shares; 2024Q4: 11,335 shares; 2025Q1: 15,660 shares; 2025Q2: 19,379 shares; 2025Q3: 21,783 shares; 2025Q4: 21,752 shares 21,752 $728K 0.12% -31 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,281 shares; 2024Q4: 6,281 shares; 2025Q1: 6,281 shares; 2025Q2: 6,281 shares; 2025Q3: 14,236 shares; 2025Q4: 14,236 shares 14,236 $712K 0.12% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: 3,426 shares; 2025Q1: 4,456 shares; 2025Q2: 4,544 shares; 2025Q3: 4,338 shares; 2025Q4: 4,589 shares 4,589 $710K 0.12% +251 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,544 shares; 2025Q1: 1,269 shares; 2025Q2: 1,257 shares; 2025Q3: 1,211 shares; 2025Q4: 1,205 shares 1,205 $698K 0.12% -6 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: 8,045 shares; 2024Q4: 8,545 shares; 2025Q1: 47,101 shares; 2025Q2: 3,979 shares; 2025Q3: 7,956 shares; 2025Q4: 10,430 shares 10,430 $688K 0.11% +2,474 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,377 shares 6,377 $685K 0.11% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 460 shares; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 1,170 shares; 2025Q4: 1,186 shares 1,186 $674K 0.11% +16 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,625 shares; 2024Q4: 13,625 shares; 2025Q1: 13,625 shares; 2025Q2: 13,471 shares; 2025Q3: 13,471 shares; 2025Q4: 13,471 shares 13,471 $656K 0.11% 0 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: 3,291 shares; 2024Q4: 3,110 shares; 2025Q1: 3,029 shares; 2025Q2: 2,996 shares; 2025Q3: 2,836 shares; 2025Q4: 3,116 shares 3,116 $655K 0.11% +280 Timeline IJAN 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: 18,909 shares; 2024Q4: 18,898 shares; 2025Q1: 18,761 shares; 2025Q2: 18,808 shares; 2025Q3: 18,712 shares; 2025Q4: 18,076 shares 18,076 $654K 0.11% -636 Timeline CWI 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: 13,365 shares; 2024Q4: 14,111 shares; 2025Q1: 14,111 shares; 2025Q2: 18,091 shares; 2025Q3: 18,091 shares; 2025Q4: 18,091 shares 18,091 $650K 0.11% 0 Timeline KJAN 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: 11,445 shares; 2024Q4: 11,156 shares; 2025Q1: 15,951 shares; 2025Q2: 15,994 shares; 2025Q3: 15,916 shares; 2025Q4: 15,581 shares 15,581 $645K 0.11% -335 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,146 shares; 2024Q4: 12,962 shares; 2025Q1: 12,949 shares; 2025Q2: 9,633 shares; 2025Q3: 12,662 shares; 2025Q4: 12,662 shares 12,662 $643K 0.11% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,369 shares; 2025Q2: 8,369 shares; 2025Q3: 7,894 shares; 2025Q4: 7,858 shares 7,858 $642K 0.11% -36 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: 6,449 shares; 2025Q4: 6,248 shares 6,248 $627K 0.1% -201 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,469 shares; 2025Q1: 6,895 shares; 2025Q2: 6,895 shares; 2025Q3: 6,494 shares; 2025Q4: 6,507 shares 6,507 $620K 0.1% +13 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: 3,434 shares; 2024Q4: 3,434 shares; 2025Q1: 3,434 shares; 2025Q2: 3,434 shares; 2025Q3: 3,434 shares; 2025Q4: 3,328 shares 3,328 $616K 0.1% -106 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,449 shares; 2025Q1: 1,188 shares; 2025Q2: 1,191 shares; 2025Q3: 1,233 shares; 2025Q4: 1,187 shares 1,187 $606K 0.1% -46 Timeline FNB F N B CORP More: the full row for F N B 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: 34,660 shares; 2025Q3: 34,954 shares; 2025Q4: 34,954 shares 34,954 $598K 0.1% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,682 shares; 2025Q4: 11,682 shares 11,682 $587K 0.1% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,465 shares; 2025Q2: 46,244 shares; 2025Q3: 13,490 shares; 2025Q4: 10,177 shares 10,177 $583K 0.1% -3,313 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 4,547 shares; 2025Q2: 4,547 shares; 2025Q3: 4,259 shares; 2025Q4: 4,256 shares 4,256 $575K 0.09% -3 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,232 shares; 2024Q4: 19,696 shares; 2025Q1: 19,540 shares; 2025Q2: 19,515 shares; 2025Q3: 19,491 shares; 2025Q4: 12,939 shares 12,939 $575K 0.09% -6,552 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,296 shares 17,296 $559K 0.09% new Timeline JAJL 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: 20,208 shares; 2024Q4: 20,208 shares; 2025Q1: 18,890 shares; 2025Q2: 18,890 shares; 2025Q3: 18,890 shares; 2025Q4: 18,890 shares 18,890 $549K 0.09% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,283 shares; 2024Q4: 17,201 shares; 2025Q1: 5,949 shares; 2025Q2: 3,139 shares; 2025Q3: 3,194 shares; 2025Q4: 2,846 shares 2,846 $544K 0.09% -348 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: 6,317 shares; 2024Q4: 6,665 shares; 2025Q1: 5,525 shares; 2025Q2: 4,090 shares; 2025Q3: 3,580 shares; 2025Q4: 2,994 shares 2,994 $543K 0.09% -586 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $536K 0.09% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES 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: 30,000 shares; 2025Q4: 30,000 shares 30,000 $520K 0.09% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,657 shares; 2025Q1: 1,657 shares; 2025Q2: 1,657 shares; 2025Q3: 1,694 shares; 2025Q4: 1,670 shares 1,670 $514K 0.08% -24 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,135 shares; 2025Q4: 1,134 shares 1,134 $514K 0.08% -1 Timeline JPIN 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: 11,534 shares; 2024Q4: 12,820 shares; 2025Q1: 13,612 shares; 2025Q2: 9,706 shares; 2025Q3: 8,682 shares; 2025Q4: 7,511 shares 7,511 $512K 0.08% -1,171 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest 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: 11,789 shares 11,789 $502K 0.08% new Timeline BARCLAYS PLC BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,667 shares 19,667 $501K 0.08% new IJUN 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: 17,171 shares; 2025Q3: 17,171 shares; 2025Q4: 16,831 shares 16,831 $492K 0.08% -340 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: 1,111 shares; 2024Q4: 1,300 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,547 shares; 2025Q4: 1,519 shares 1,519 $484K 0.08% -28 Timeline KMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,007 shares; 2025Q4: 16,920 shares 16,920 $479K 0.08% -87 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: not reported; 2024Q4: 12,942 shares; 2025Q1: 8,707 shares; 2025Q2: 2,252 shares; 2025Q3: 2,325 shares; 2025Q4: 2,494 shares 2,494 $478K 0.08% +169 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: 1,657 shares; 2024Q4: 1,657 shares; 2025Q1: 1,657 shares; 2025Q2: 1,657 shares; 2025Q3: 1,657 shares; 2025Q4: 1,657 shares 1,657 $477K 0.08% 0 Timeline IOCT 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: 18,163 shares; 2024Q4: 18,163 shares; 2025Q1: 21,590 shares; 2025Q2: 13,384 shares; 2025Q3: 13,384 shares; 2025Q4: 13,384 shares 13,384 $467K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,411 shares; 2025Q4: 5,342 shares 5,342 $466K 0.08% -69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,662 shares; 2025Q4: 7,662 shares 7,662 $450K 0.07% 0 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,648 shares; 2025Q3: 13,648 shares; 2025Q4: 9,898 shares 9,898 $444K 0.07% -3,750 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: 5,372 shares; 2024Q4: 5,372 shares; 2025Q1: 5,372 shares; 2025Q2: 5,368 shares; 2025Q3: 5,665 shares; 2025Q4: 5,505 shares 5,505 $442K 0.07% -160 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,733 shares; 2024Q4: 14,733 shares; 2025Q1: 14,595 shares; 2025Q2: 16,258 shares; 2025Q3: 16,224 shares; 2025Q4: 10,591 shares 10,591 $431K 0.07% -5,633 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 514 shares; 2025Q4: 511 shares 511 $430K 0.07% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 955 shares; 2025Q4: 685 shares 685 $430K 0.07% -270 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,198 shares; 2024Q4: 3,198 shares; 2025Q1: 3,198 shares; 2025Q2: 3,198 shares; 2025Q3: 3,198 shares; 2025Q4: 3,198 shares 3,198 $421K 0.07% 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: 4,336 shares; 2024Q4: 4,336 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,970 shares; 2025Q4: 4,211 shares 4,211 $419K 0.07% +241 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: 2,369 shares; 2024Q4: 2,364 shares; 2025Q1: 2,227 shares; 2025Q2: 708 shares; 2025Q3: 843 shares; 2025Q4: 839 shares 839 $409K 0.07% -4 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: 840 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 1,036 shares 1,036 $387K 0.06% +288 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 2,878 shares; 2025Q1: 2,878 shares; 2025Q2: 2,878 shares; 2025Q3: 2,878 shares; 2025Q4: 2,572 shares 2,572 $382K 0.06% -306 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 7,631 shares; 2025Q1: 7,631 shares; 2025Q2: 7,783 shares; 2025Q3: 8,066 shares; 2025Q4: 8,066 shares 8,066 $378K 0.06% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,066 shares; 2025Q4: 5,000 shares 5,000 $368K 0.06% -66 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 1,861 shares; 2025Q1: 1,531 shares; 2025Q2: 1,531 shares; 2025Q3: 1,391 shares; 2025Q4: 1,424 shares 1,424 $365K 0.06% +33 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 3,566 shares; 2025Q1: 4,286 shares; 2025Q2: 4,364 shares; 2025Q3: 1,343 shares; 2025Q4: 1,348 shares 1,348 $362K 0.06% +5 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,741 shares; 2025Q1: 23,741 shares; 2025Q2: 23,741 shares; 2025Q3: 23,741 shares; 2025Q4: 24,540 shares 24,540 $360K 0.06% +799 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP 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: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 5,134 shares; 2025Q4: 3,732 shares 3,732 $358K 0.06% -1,402 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,752 shares; 2024Q4: 19,752 shares; 2025Q1: 19,752 shares; 2025Q2: 19,752 shares; 2025Q3: 19,752 shares; 2025Q4: 8,726 shares 8,726 $348K 0.06% -11,026 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,108 shares; 2025Q4: 3,077 shares 3,077 $339K 0.06% -31 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: 6,078 shares; 2024Q4: 6,925 shares; 2025Q1: 3,003 shares; 2025Q2: 2,770 shares; 2025Q3: 2,989 shares; 2025Q4: 2,358 shares 2,358 $338K 0.06% -631 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,643 shares; 2025Q2: 1,643 shares; 2025Q3: 1,594 shares; 2025Q4: 1,581 shares 1,581 $329K 0.05% -13 Timeline JMTG 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: 6,438 shares; 2025Q4: 6,438 shares 6,438 $329K 0.05% 0 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: not reported; 2024Q4: 3,221 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 730 shares; 2025Q4: 727 shares 727 $327K 0.05% -3 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,444 shares; 2024Q4: 5,274 shares; 2025Q1: 4,574 shares; 2025Q2: 4,574 shares; 2025Q3: 4,551 shares; 2025Q4: 4,403 shares 4,403 $325K 0.05% -148 Timeline SF STIFEL FINL CORP More: the full row for STIFEL 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: 2,747 shares; 2025Q2: 2,747 shares; 2025Q3: 2,564 shares; 2025Q4: 2,564 shares 2,564 $321K 0.05% 0 Timeline QYLD 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: 18,131 shares; 2025Q1: 18,131 shares; 2025Q2: 18,131 shares; 2025Q3: 18,131 shares; 2025Q4: 18,131 shares 18,131 $320K 0.05% 0 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,557 shares; 2025Q2: 9,557 shares; 2025Q3: 9,557 shares; 2025Q4: 9,557 shares 9,557 $320K 0.05% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,019 shares; 2025Q4: 3,000 shares 3,000 $312K 0.05% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,006 shares; 2025Q4: 5,596 shares 5,596 $308K 0.05% +590 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,273 shares; 2025Q4: 3,170 shares 3,170 $307K 0.05% -103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares 6,400 $300K 0.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: 2,861 shares; 2025Q1: 2,253 shares; 2025Q2: 2,127 shares; 2025Q3: 4,020 shares; 2025Q4: 2,631 shares 2,631 $299K 0.05% -1,389 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,505 shares; 2024Q4: 8,396 shares; 2025Q1: 8,382 shares; 2025Q2: 6,513 shares; 2025Q3: 8,519 shares; 2025Q4: 8,519 shares 8,519 $285K 0.05% 0 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,175 shares; 2025Q1: 24,175 shares; 2025Q2: 24,175 shares; 2025Q3: 24,928 shares; 2025Q4: 24,927 shares 24,927 $285K 0.05% -1 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,099 shares; 2024Q4: 3,533 shares; 2025Q1: 3,337 shares; 2025Q2: 2,766 shares; 2025Q3: 2,955 shares; 2025Q4: 2,688 shares 2,688 $283K 0.05% -267 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: 3,539 shares; 2024Q4: 3,266 shares; 2025Q1: 3,266 shares; 2025Q2: 3,302 shares; 2025Q3: 3,026 shares; 2025Q4: 2,873 shares 2,873 $281K 0.05% -153 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,713 shares; 2025Q2: 1,713 shares; 2025Q3: 1,599 shares; 2025Q4: 1,596 shares 1,596 $277K 0.05% -3 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: 4,226 shares; 2024Q4: 4,226 shares; 2025Q1: 3,183 shares; 2025Q2: 3,076 shares; 2025Q3: 2,948 shares; 2025Q4: 3,103 shares 3,103 $275K 0.05% +155 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,969 shares; 2024Q4: 4,060 shares; 2025Q1: 2,160 shares; 2025Q2: 1,709 shares; 2025Q3: 1,739 shares; 2025Q4: 1,681 shares 1,681 $272K 0.04% -58 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,636 shares; 2025Q4: 3,101 shares 3,101 $269K 0.04% +465 Timeline ZDEK 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: 10,395 shares; 2025Q1: 10,395 shares; 2025Q2: 10,395 shares; 2025Q3: 10,395 shares; 2025Q4: 10,395 shares 10,395 $268K 0.04% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,295 shares; 2025Q4: 1,292 shares 1,292 $267K 0.04% -3 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 678 shares; 2025Q3: 704 shares; 2025Q4: 755 shares 755 $267K 0.04% +51 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,253 shares; 2025Q3: 478 shares; 2025Q4: 478 shares 478 $264K 0.04% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,969 shares; 2025Q2: 2,969 shares; 2025Q3: 2,784 shares; 2025Q4: 2,064 shares 2,064 $263K 0.04% -720 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,784 shares; 2025Q4: 2,784 shares 2,784 $263K 0.04% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,690 shares; 2025Q1: 1,490 shares; 2025Q2: 1,406 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares 1,335 $260K 0.04% 0 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,608 shares; 2024Q4: 9,608 shares; 2025Q1: 9,608 shares; 2025Q2: 9,608 shares; 2025Q3: 9,608 shares; 2025Q4: 9,608 shares 9,608 $257K 0.04% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,081 shares 3,081 $255K 0.04% new Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,647 shares; 2024Q4: 10,536 shares; 2025Q1: 10,536 shares; 2025Q2: 7,499 shares; 2025Q3: 7,499 shares; 2025Q4: 7,499 shares 7,499 $252K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 971 shares 971 $250K 0.04% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,027 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares 1,037 $250K 0.04% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,018 shares; 2025Q4: 25,018 shares 25,018 $250K 0.04% 0 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: 367 shares; 2025Q4: 380 shares 380 $248K 0.04% +13 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 1,693 shares; 2025Q4: 1,724 shares 1,724 $247K 0.04% +31 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 4,075 shares; 2025Q1: 1,671 shares; 2025Q2: 1,171 shares; 2025Q3: 1,716 shares; 2025Q4: 1,302 shares 1,302 $245K 0.04% -414 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 969 shares; 2025Q1: 920 shares; 2025Q2: 919 shares; 2025Q3: 1,064 shares; 2025Q4: 979 shares 979 $242K 0.04% -85 Timeline AOK 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: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $241K 0.04% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,312 shares; 2025Q3: 2,132 shares; 2025Q4: 2,068 shares 2,068 $240K 0.04% -64 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: 3,325 shares; 2024Q4: 3,141 shares; 2025Q1: 1,504 shares; 2025Q2: 1,029 shares; 2025Q3: 914 shares; 2025Q4: 912 shares 912 $239K 0.04% -2 Timeline AOM 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: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $239K 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 3,317 shares 3,317 $230K 0.04% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,359 shares; 2025Q3: 1,359 shares; 2025Q4: 1,403 shares 1,403 $228K 0.04% +44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 695 shares 695 $227K 0.04% new Timeline FLEX FLEX LTD More: the full row for FLEX 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: 3,747 shares; 2025Q4: 3,747 shares 3,747 $226K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,907 shares; 2025Q1: 2,625 shares; 2025Q2: 2,625 shares; 2025Q3: 2,551 shares; 2025Q4: 2,410 shares 2,410 $226K 0.04% -141 Timeline EALT 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: 6,228 shares; 2025Q1: not reported; 2025Q2: 6,228 shares; 2025Q3: 6,228 shares; 2025Q4: 6,228 shares 6,228 $220K 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,714 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,054 shares; 2025Q4: 1,005 shares 1,005 $218K 0.04% -49 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,767 shares; 2025Q4: 4,833 shares 4,833 $216K 0.04% +66 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,241 shares; 2025Q4: 2,241 shares 2,241 $216K 0.04% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 394 shares; 2025Q4: 352 shares 352 $212K 0.04% -42 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,143 shares; 2025Q3: 8,143 shares; 2025Q4: 7,956 shares 7,956 $211K 0.03% -187 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 738 shares 738 $211K 0.03% new Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,017 shares; 2025Q2: 2,017 shares; 2025Q3: 1,899 shares; 2025Q4: 1,896 shares 1,896 $204K 0.03% -3 Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,881 shares; 2024Q4: 14,881 shares; 2025Q1: 14,881 shares; 2025Q2: 14,881 shares; 2025Q3: 14,881 shares; 2025Q4: 14,881 shares 14,881 $37.8K 0.01% 0 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: 12,887 shares; 2024Q4: 12,887 shares; 2025Q1: 12,887 shares; 2025Q2: 12,887 shares; 2025Q3: 12,887 shares; 2025Q4: 12,887 shares 12,887 $25.4K <0.01% 0 Timeline