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: 627,032 shares; 2024Q4: 727,245 shares; 2025Q1: 686,054 shares; 2025Q2: 723,607 shares; 2025Q3: 871,941 shares; 2025Q4: 969,914 shares 969,914 $103M 6.1% +97,973 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645,597 shares; 2024Q4: 934,958 shares; 2025Q1: 896,902 shares; 2025Q2: 985,939 shares; 2025Q3: 1,305,042 shares; 2025Q4: 1,380,276 shares 1,380,276 $78.4M 4.62% +75,234 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: 722,029 shares; 2024Q4: 694,055 shares; 2025Q1: 676,361 shares; 2025Q2: 699,313 shares; 2025Q3: 754,424 shares; 2025Q4: 1,346,667 shares 1,346,667 $43.9M 2.58% +592,243 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: 491,190 shares; 2024Q4: 510,782 shares; 2025Q1: 499,675 shares; 2025Q2: 495,016 shares; 2025Q3: 533,390 shares; 2025Q4: 657,516 shares 657,516 $41.1M 2.42% +124,126 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: 80,157 shares; 2024Q4: 80,238 shares; 2025Q1: 81,219 shares; 2025Q2: 103,305 shares; 2025Q3: 124,176 shares; 2025Q4: 139,311 shares 139,311 $40.4M 2.38% +15,135 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: 180,742 shares; 2024Q4: 182,012 shares; 2025Q1: 193,675 shares; 2025Q2: 193,267 shares; 2025Q3: 186,142 shares; 2025Q4: 190,637 shares 190,637 $35.6M 2.09% +4,495 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: 65,223 shares; 2024Q4: 67,132 shares; 2025Q1: 84,886 shares; 2025Q2: 86,093 shares; 2025Q3: 91,123 shares; 2025Q4: 224,694 shares 224,694 $32.3M 1.91% +133,571 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: 260,405 shares; 2024Q4: 277,541 shares; 2025Q1: 217,594 shares; 2025Q2: 237,618 shares; 2025Q3: 258,593 shares; 2025Q4: 261,899 shares 261,899 $31.5M 1.85% +3,306 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: 10,338 shares; 2024Q4: 6,253 shares; 2025Q1: 10,378 shares; 2025Q2: 34,099 shares; 2025Q3: 135,445 shares; 2025Q4: 139,256 shares 139,256 $30.6M 1.8% +3,811 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: 76,276 shares; 2024Q4: 76,564 shares; 2025Q1: 94,359 shares; 2025Q2: 95,168 shares; 2025Q3: 89,635 shares; 2025Q4: 105,878 shares 105,878 $28.8M 1.7% +16,243 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: 302,388 shares; 2024Q4: 272,423 shares; 2025Q1: 272,480 shares; 2025Q2: 267,599 shares; 2025Q3: 227,513 shares; 2025Q4: 276,577 shares 276,577 $27.6M 1.63% +49,064 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: 453,186 shares; 2024Q4: 440,097 shares; 2025Q1: 460,679 shares; 2025Q2: 414,712 shares; 2025Q3: 527,100 shares; 2025Q4: 583,854 shares 583,854 $26.9M 1.58% +56,754 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: 163,213 shares; 2024Q4: 169,751 shares; 2025Q1: 291,216 shares; 2025Q2: 304,963 shares; 2025Q3: 292,593 shares; 2025Q4: 299,716 shares 299,716 $24.7M 1.46% +7,123 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: 35,992 shares; 2024Q4: 30,890 shares; 2025Q1: 30,963 shares; 2025Q2: 29,992 shares; 2025Q3: 33,802 shares; 2025Q4: 35,606 shares 35,606 $21.9M 1.29% +1,804 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: 301,325 shares; 2024Q4: 278,720 shares; 2025Q1: 295,903 shares; 2025Q2: 295,250 shares; 2025Q3: 403,792 shares; 2025Q4: 450,455 shares 450,455 $21.3M 1.26% +46,663 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: 27,725 shares; 2024Q4: 29,785 shares; 2025Q1: 25,374 shares; 2025Q2: 26,931 shares; 2025Q3: 40,191 shares; 2025Q4: 42,949 shares 42,949 $21M 1.23% +2,758 Timeline PYLD 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: 10,880 shares; 2025Q1: 104,852 shares; 2025Q2: 143,895 shares; 2025Q3: 506,140 shares; 2025Q4: 706,014 shares 706,014 $18.8M 1.11% +199,874 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: 81,188 shares; 2024Q4: 95,931 shares; 2025Q1: 97,475 shares; 2025Q2: 97,455 shares; 2025Q3: 108,508 shares; 2025Q4: 110,421 shares 110,421 $18.5M 1.09% +1,913 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: 28,248 shares; 2024Q4: 30,113 shares; 2025Q1: 35,217 shares; 2025Q2: 34,822 shares; 2025Q3: 34,536 shares; 2025Q4: 37,117 shares 37,117 $18M 1.06% +2,581 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: 142,916 shares; 2024Q4: 103,046 shares; 2025Q1: 102,685 shares; 2025Q2: 166,800 shares; 2025Q3: 173,403 shares; 2025Q4: 181,768 shares 181,768 $17.1M 1.01% +8,365 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: 17,508 shares; 2024Q4: 16,068 shares; 2025Q1: 11,418 shares; 2025Q2: 16,630 shares; 2025Q3: 19,296 shares; 2025Q4: 27,214 shares 27,214 $17.1M 1.01% +7,918 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: 81,180 shares; 2024Q4: 90,171 shares; 2025Q1: 100,249 shares; 2025Q2: 117,668 shares; 2025Q3: 114,640 shares; 2025Q4: 128,795 shares 128,795 $15.2M 0.89% +14,155 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: 208,545 shares; 2024Q4: 256,122 shares; 2025Q1: 203,612 shares; 2025Q2: 244,105 shares; 2025Q3: 301,653 shares; 2025Q4: 274,013 shares 274,013 $15M 0.88% -27,640 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,008 shares; 2024Q4: 114,864 shares; 2025Q1: 222,555 shares; 2025Q2: 164,061 shares; 2025Q3: 148,477 shares; 2025Q4: 156,612 shares 156,612 $14.3M 0.84% +8,135 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: 61,032 shares; 2024Q4: 42,453 shares; 2025Q1: 51,232 shares; 2025Q2: 45,205 shares; 2025Q3: 33,582 shares; 2025Q4: 74,600 shares 74,600 $14.2M 0.84% +41,018 Timeline LGLV 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: 42,793 shares; 2024Q4: 41,832 shares; 2025Q1: 40,793 shares; 2025Q2: 74,041 shares; 2025Q3: 76,038 shares; 2025Q4: 80,140 shares 80,140 $14.1M 0.83% +4,102 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,053 shares; 2024Q4: 127,098 shares; 2025Q1: 211,905 shares; 2025Q2: 233,197 shares; 2025Q3: 246,365 shares; 2025Q4: 299,670 shares 299,670 $13.3M 0.79% +53,305 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: 21,868 shares; 2024Q4: 21,011 shares; 2025Q1: 15,245 shares; 2025Q2: 14,362 shares; 2025Q3: 14,135 shares; 2025Q4: 19,050 shares 19,050 $13M 0.77% +4,915 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: 43,958 shares; 2024Q4: 44,626 shares; 2025Q1: 50,997 shares; 2025Q2: 50,967 shares; 2025Q3: 49,844 shares; 2025Q4: 54,763 shares 54,763 $12.6M 0.74% +4,919 Timeline TFLO 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: 268,243 shares; 2024Q4: 199,339 shares; 2025Q1: 334,872 shares; 2025Q2: 270,270 shares; 2025Q3: 251,676 shares; 2025Q4: 245,737 shares 245,737 $12.4M 0.73% -5,939 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: 7,899 shares; 2024Q4: 20,007 shares; 2025Q1: 53,258 shares; 2025Q2: 53,893 shares; 2025Q3: 51,628 shares; 2025Q4: 57,490 shares 57,490 $12.3M 0.73% +5,862 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: 9,256 shares; 2024Q4: 82,729 shares; 2025Q1: 166,061 shares; 2025Q2: 150,237 shares; 2025Q3: 205,100 shares; 2025Q4: 178,981 shares 178,981 $12M 0.71% -26,119 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: 143,503 shares; 2024Q4: 128,131 shares; 2025Q1: 152,533 shares; 2025Q2: 137,519 shares; 2025Q3: 164,936 shares; 2025Q4: 130,543 shares 130,543 $11.7M 0.69% -34,393 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,173 shares; 2024Q4: 125,232 shares; 2025Q1: 170,478 shares; 2025Q2: 209,408 shares; 2025Q3: 221,492 shares; 2025Q4: 264,834 shares 264,834 $11.6M 0.68% +43,342 Timeline HOLA 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: 209,929 shares; 2025Q4: 214,112 shares 214,112 $11.2M 0.66% +4,183 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: 33,243 shares; 2024Q4: 29,687 shares; 2025Q1: 42,354 shares; 2025Q2: 27,241 shares; 2025Q3: 60,321 shares; 2025Q4: 66,971 shares 66,971 $10.4M 0.61% +6,650 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: 68,967 shares; 2024Q4: 62,263 shares; 2025Q1: 75,439 shares; 2025Q2: 40,208 shares; 2025Q3: 54,984 shares; 2025Q4: 60,187 shares 60,187 $9.32M 0.55% +5,203 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: 19,383 shares; 2024Q4: 19,114 shares; 2025Q1: 18,160 shares; 2025Q2: 17,354 shares; 2025Q3: 15,436 shares; 2025Q4: 26,981 shares 26,981 $9.05M 0.53% +11,545 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: 24,152 shares; 2024Q4: 23,604 shares; 2025Q1: 25,314 shares; 2025Q2: 21,570 shares; 2025Q3: 24,160 shares; 2025Q4: 25,205 shares 25,205 $8.72M 0.51% +1,045 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: 18,079 shares; 2024Q4: 18,986 shares; 2025Q1: 21,018 shares; 2025Q2: 21,093 shares; 2025Q3: 23,553 shares; 2025Q4: 26,505 shares 26,505 $8.3M 0.49% +2,952 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,251 shares; 2024Q4: 114,589 shares; 2025Q1: 162,673 shares; 2025Q2: 182,165 shares; 2025Q3: 187,066 shares; 2025Q4: 232,135 shares 232,135 $8.2M 0.48% +45,069 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,374 shares; 2025Q3: 139,822 shares; 2025Q4: 159,979 shares 159,979 $8.08M 0.48% +20,157 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: 155,899 shares; 2025Q4: 173,015 shares 173,015 $8.01M 0.47% +17,116 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,132 shares; 2024Q4: 33,717 shares; 2025Q1: 22,147 shares; 2025Q2: 36,305 shares; 2025Q3: 36,670 shares; 2025Q4: 66,252 shares 66,252 $7.91M 0.47% +29,582 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: 8,157 shares; 2024Q4: 8,459 shares; 2025Q1: 10,081 shares; 2025Q2: 10,356 shares; 2025Q3: 11,022 shares; 2025Q4: 11,975 shares 11,975 $7.9M 0.47% +953 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: 58,688 shares; 2024Q4: 58,211 shares; 2025Q1: 39,830 shares; 2025Q2: 51,532 shares; 2025Q3: 66,549 shares; 2025Q4: 77,988 shares 77,988 $7.83M 0.46% +11,439 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: 102,706 shares; 2024Q4: 107,256 shares; 2025Q1: 110,169 shares; 2025Q2: 63,252 shares; 2025Q3: 56,721 shares; 2025Q4: 71,932 shares 71,932 $7.7M 0.45% +15,211 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,379 shares; 2025Q3: 85,629 shares; 2025Q4: 88,169 shares 88,169 $7.6M 0.45% +2,540 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: 11,861 shares; 2024Q4: 11,209 shares; 2025Q1: 14,682 shares; 2025Q2: 14,349 shares; 2025Q3: 14,670 shares; 2025Q4: 16,276 shares 16,276 $7.32M 0.43% +1,606 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,228 shares; 2024Q4: 109,691 shares; 2025Q1: 132,761 shares; 2025Q2: 145,839 shares; 2025Q3: 149,822 shares; 2025Q4: 179,103 shares 179,103 $7.21M 0.42% +29,281 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: 40,127 shares; 2024Q4: 42,186 shares; 2025Q1: 49,749 shares; 2025Q2: 54,954 shares; 2025Q3: 53,401 shares; 2025Q4: 57,691 shares 57,691 $6.94M 0.41% +4,290 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: 45,692 shares; 2024Q4: 226,129 shares; 2025Q1: 203,866 shares; 2025Q2: 201,724 shares; 2025Q3: 197,968 shares; 2025Q4: 211,441 shares 211,441 $6.9M 0.41% +13,473 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: 24,683 shares; 2024Q4: 24,857 shares; 2025Q1: 28,582 shares; 2025Q2: 40,559 shares; 2025Q3: 36,877 shares; 2025Q4: 45,391 shares 45,391 $6.51M 0.38% +8,514 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: 414,724 shares; 2024Q4: 1,288,572 shares; 2025Q1: 1,319,531 shares; 2025Q2: 986,197 shares; 2025Q3: 405,956 shares; 2025Q4: 235,100 shares 235,100 $6.45M 0.38% -170,856 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: 136,496 shares; 2024Q4: 130,142 shares; 2025Q1: 131,007 shares; 2025Q2: 133,521 shares; 2025Q3: 138,224 shares; 2025Q4: 134,879 shares 134,879 $6.31M 0.37% -3,345 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: 30,747 shares; 2024Q4: 30,738 shares; 2025Q1: 30,164 shares; 2025Q2: 30,660 shares; 2025Q3: 29,950 shares; 2025Q4: 30,995 shares 30,995 $6.19M 0.36% +1,045 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,786 shares; 2024Q4: 10,104 shares; 2025Q1: 141,740 shares; 2025Q2: 149,676 shares; 2025Q3: 150,278 shares; 2025Q4: 120,930 shares 120,930 $6.09M 0.36% -29,348 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: 14,826 shares; 2024Q4: 15,304 shares; 2025Q1: 15,957 shares; 2025Q2: 15,841 shares; 2025Q3: 16,397 shares; 2025Q4: 16,367 shares 16,367 $5.74M 0.34% -30 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: 18,115 shares; 2024Q4: 18,115 shares; 2025Q1: 15,395 shares; 2025Q2: 15,309 shares; 2025Q3: 15,022 shares; 2025Q4: 17,737 shares 17,737 $5.72M 0.34% +2,715 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,813 shares; 2024Q4: 14,855 shares; 2025Q1: 34,855 shares; 2025Q2: 74,424 shares; 2025Q3: 105,227 shares; 2025Q4: 115,217 shares 115,217 $5.47M 0.32% +9,990 Timeline VUSB 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: 122,785 shares; 2025Q2: 129,703 shares; 2025Q3: 125,935 shares; 2025Q4: 108,485 shares 108,485 $5.41M 0.32% -17,450 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: 14,789 shares; 2024Q4: 16,089 shares; 2025Q1: 19,972 shares; 2025Q2: 24,464 shares; 2025Q3: 23,459 shares; 2025Q4: 26,071 shares 26,071 $5.4M 0.32% +2,612 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,985 shares; 2024Q4: 32,821 shares; 2025Q1: 50,735 shares; 2025Q2: 47,642 shares; 2025Q3: 45,553 shares; 2025Q4: 68,418 shares 68,418 $5.31M 0.31% +22,865 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: 151,456 shares; 2024Q4: 154,261 shares; 2025Q1: 166,349 shares; 2025Q2: 76,295 shares; 2025Q3: 63,097 shares; 2025Q4: 78,963 shares 78,963 $5.21M 0.31% +15,866 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: 33,548 shares; 2024Q4: 32,571 shares; 2025Q1: 37,722 shares; 2025Q2: 41,714 shares; 2025Q3: 39,403 shares; 2025Q4: 46,718 shares 46,718 $5.15M 0.3% +7,315 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,474 shares; 2024Q4: 15,480 shares; 2025Q1: 86,321 shares; 2025Q2: 109,074 shares; 2025Q3: 116,677 shares; 2025Q4: 143,578 shares 143,578 $5.12M 0.3% +26,901 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: 74,371 shares; 2024Q4: not reported; 2025Q1: 89,499 shares; 2025Q2: 77,878 shares; 2025Q3: 64,429 shares; 2025Q4: 73,635 shares 73,635 $5.11M 0.3% +9,206 Timeline RDVY 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: 50,734 shares; 2024Q4: 51,498 shares; 2025Q1: 57,320 shares; 2025Q2: 63,896 shares; 2025Q3: 65,701 shares; 2025Q4: 72,961 shares 72,961 $5.07M 0.3% +7,260 Timeline IAI 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: 27,562 shares; 2025Q3: 26,949 shares; 2025Q4: 28,206 shares 28,206 $5.06M 0.3% +1,257 Timeline USHY 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: 177,980 shares; 2024Q4: 165,652 shares; 2025Q1: 104,496 shares; 2025Q2: 171,308 shares; 2025Q3: 121,713 shares; 2025Q4: 131,226 shares 131,226 $4.91M 0.29% +9,513 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,103 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,291 shares; 2025Q3: 82,433 shares; 2025Q4: 87,975 shares 87,975 $4.89M 0.29% +5,542 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: 62,471 shares; 2024Q4: 57,409 shares; 2025Q1: 57,215 shares; 2025Q2: 66,590 shares; 2025Q3: 43,017 shares; 2025Q4: 50,362 shares 50,362 $4.85M 0.29% +7,345 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,585 shares; 2024Q4: 12,943 shares; 2025Q1: 26,101 shares; 2025Q2: 82,703 shares; 2025Q3: 101,989 shares; 2025Q4: 112,451 shares 112,451 $4.56M 0.27% +10,462 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: 26,335 shares; 2024Q4: 27,538 shares; 2025Q1: 29,205 shares; 2025Q2: 27,146 shares; 2025Q3: 26,375 shares; 2025Q4: 24,392 shares 24,392 $4.47M 0.26% -1,983 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,855 shares; 2024Q4: 54,897 shares; 2025Q1: 80,625 shares; 2025Q2: 89,515 shares; 2025Q3: 99,880 shares; 2025Q4: 128,418 shares 128,418 $4.45M 0.26% +28,538 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: 19,632 shares; 2024Q4: 24,585 shares; 2025Q1: 35,592 shares; 2025Q2: 39,017 shares; 2025Q3: 22,788 shares; 2025Q4: 23,029 shares 23,029 $4.41M 0.26% +241 Timeline JTEK 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: 54,705 shares; 2024Q4: 53,741 shares; 2025Q1: 50,990 shares; 2025Q2: 49,099 shares; 2025Q3: 48,253 shares; 2025Q4: 46,833 shares 46,833 $4.22M 0.25% -1,420 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: 59,990 shares; 2024Q4: 58,261 shares; 2025Q1: 55,155 shares; 2025Q2: 42,946 shares; 2025Q3: 43,967 shares; 2025Q4: 46,183 shares 46,183 $4.13M 0.24% +2,216 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,194 shares; 2024Q4: 6,187 shares; 2025Q1: 6,484 shares; 2025Q2: 6,488 shares; 2025Q3: 6,079 shares; 2025Q4: 7,742 shares 7,742 $3.89M 0.23% +1,663 Timeline EEMV 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: 57,010 shares; 2024Q4: 55,984 shares; 2025Q1: 56,404 shares; 2025Q2: 56,422 shares; 2025Q3: 57,421 shares; 2025Q4: 60,166 shares 60,166 $3.85M 0.23% +2,745 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: 12,404 shares; 2024Q4: 12,693 shares; 2025Q1: 12,988 shares; 2025Q2: 13,816 shares; 2025Q3: 14,235 shares; 2025Q4: 17,898 shares 17,898 $3.74M 0.22% +3,663 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: 56,696 shares; 2024Q4: 46,553 shares; 2025Q1: 42,080 shares; 2025Q2: 43,641 shares; 2025Q3: 48,669 shares; 2025Q4: 60,239 shares 60,239 $3.62M 0.21% +11,570 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: 7,812 shares; 2024Q4: 8,063 shares; 2025Q1: 10,514 shares; 2025Q2: 11,035 shares; 2025Q3: 9,287 shares; 2025Q4: 11,496 shares 11,496 $3.62M 0.21% +2,209 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,927 shares; 2024Q4: 35,220 shares; 2025Q1: 50,217 shares; 2025Q2: 53,262 shares; 2025Q3: 59,839 shares; 2025Q4: 54,541 shares 54,541 $3.57M 0.21% -5,298 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: 50,156 shares; 2024Q4: 26,725 shares; 2025Q1: 32,679 shares; 2025Q2: 22,263 shares; 2025Q3: 32,588 shares; 2025Q4: 79,725 shares 79,725 $3.56M 0.21% +47,137 Timeline EWP 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: not reported; 2025Q2: 62,848 shares; 2025Q3: 62,919 shares; 2025Q4: 65,112 shares 65,112 $3.51M 0.21% +2,193 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: 91,791 shares; 2024Q4: 70,986 shares; 2025Q1: 39,042 shares; 2025Q2: 40,678 shares; 2025Q3: 16,848 shares; 2025Q4: 17,651 shares 17,651 $3.51M 0.21% +803 Timeline EWS 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: 129,271 shares; 2025Q2: 123,174 shares; 2025Q3: 121,478 shares; 2025Q4: 126,669 shares 126,669 $3.48M 0.21% +5,191 Timeline QGRO 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: 8,704 shares; 2025Q1: not reported; 2025Q2: 30,008 shares; 2025Q3: 27,778 shares; 2025Q4: 30,033 shares 30,033 $3.44M 0.2% +2,255 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: 30,419 shares; 2024Q4: 31,189 shares; 2025Q1: 32,918 shares; 2025Q2: 27,742 shares; 2025Q3: 28,051 shares; 2025Q4: 30,609 shares 30,609 $3.41M 0.2% +2,558 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 276,865 shares; 2025Q1: not reported; 2025Q2: 81,263 shares; 2025Q3: 92,617 shares; 2025Q4: 162,211 shares 162,211 $3.41M 0.2% +69,594 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: 21,922 shares; 2024Q4: 25,760 shares; 2025Q1: 28,193 shares; 2025Q2: 29,110 shares; 2025Q3: 30,757 shares; 2025Q4: 58,737 shares 58,737 $3.36M 0.2% +27,980 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: 114,989 shares; 2024Q4: 41,990 shares; 2025Q1: 44,297 shares; 2025Q2: 45,991 shares; 2025Q3: 47,984 shares; 2025Q4: 52,488 shares 52,488 $3.32M 0.2% +4,504 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,784 shares; 2024Q4: 21,010 shares; 2025Q1: 33,554 shares; 2025Q2: 19,366 shares; 2025Q3: 25,333 shares; 2025Q4: 76,925 shares 76,925 $3.28M 0.19% +51,592 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: 15,196 shares; 2024Q4: 16,309 shares; 2025Q1: 16,876 shares; 2025Q2: 15,876 shares; 2025Q3: 16,523 shares; 2025Q4: 18,362 shares 18,362 $3.26M 0.19% +1,839 Timeline ICSH 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: 84,596 shares; 2025Q2: 122,088 shares; 2025Q3: 118,273 shares; 2025Q4: 64,426 shares 64,426 $3.26M 0.19% -53,847 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,921 shares; 2025Q4: 30,790 shares 30,790 $3.19M 0.19% +869 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: 4,122 shares; 2024Q4: 5,150 shares; 2025Q1: 7,741 shares; 2025Q2: 7,912 shares; 2025Q3: 10,512 shares; 2025Q4: 18,107 shares 18,107 $3.14M 0.19% +7,595 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,509 shares; 2024Q4: 61,024 shares; 2025Q1: 81,131 shares; 2025Q2: 95,175 shares; 2025Q3: 97,495 shares; 2025Q4: 105,054 shares 105,054 $3.14M 0.18% +7,559 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: 8,246 shares; 2024Q4: 5,678 shares; 2025Q1: 7,199 shares; 2025Q2: 7,855 shares; 2025Q3: 12,257 shares; 2025Q4: 17,470 shares 17,470 $3.1M 0.18% +5,213 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: 12,019 shares; 2024Q4: 11,292 shares; 2025Q1: 10,999 shares; 2025Q2: 11,169 shares; 2025Q3: 13,122 shares; 2025Q4: 15,824 shares 15,824 $3.08M 0.18% +2,702 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,207 shares; 2024Q4: 10,539 shares; 2025Q1: 13,155 shares; 2025Q2: 15,809 shares; 2025Q3: 15,617 shares; 2025Q4: 15,881 shares 15,881 $3.08M 0.18% +264 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: 9,724 shares; 2024Q4: 9,875 shares; 2025Q1: 9,878 shares; 2025Q2: 13,118 shares; 2025Q3: 13,701 shares; 2025Q4: 15,067 shares 15,067 $3.06M 0.18% +1,366 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: 3,462 shares; 2024Q4: 3,556 shares; 2025Q1: 3,607 shares; 2025Q2: 3,541 shares; 2025Q3: 3,771 shares; 2025Q4: 3,474 shares 3,474 $3M 0.18% -297 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: 13,823 shares; 2024Q4: 16,799 shares; 2025Q1: 18,132 shares; 2025Q2: 29,118 shares; 2025Q3: 31,266 shares; 2025Q4: 32,277 shares 32,277 $2.97M 0.17% +1,011 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: 14,571 shares; 2024Q4: 14,908 shares; 2025Q1: 15,507 shares; 2025Q2: 16,804 shares; 2025Q3: 17,868 shares; 2025Q4: 19,432 shares 19,432 $2.96M 0.17% +1,564 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,921 shares; 2024Q4: 86,591 shares; 2025Q1: 93,596 shares; 2025Q2: 85,763 shares; 2025Q3: 62,644 shares; 2025Q4: 48,450 shares 48,450 $2.92M 0.17% -14,194 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: 13,987 shares; 2024Q4: 17,448 shares; 2025Q1: 36,100 shares; 2025Q2: 43,967 shares; 2025Q3: 54,193 shares; 2025Q4: 62,591 shares 62,591 $2.91M 0.17% +8,398 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: 6,199 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,382 shares; 2025Q4: 52,059 shares 52,059 $2.85M 0.17% +1,677 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: 12,578 shares; 2024Q4: 12,610 shares; 2025Q1: 12,706 shares; 2025Q2: 12,472 shares; 2025Q3: 12,488 shares; 2025Q4: 13,198 shares 13,198 $2.83M 0.17% +710 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,747 shares; 2024Q4: 14,750 shares; 2025Q1: 35,354 shares; 2025Q2: 38,192 shares; 2025Q3: 53,728 shares; 2025Q4: 58,704 shares 58,704 $2.8M 0.17% +4,976 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,566 shares; 2024Q4: 14,513 shares; 2025Q1: 34,122 shares; 2025Q2: 36,990 shares; 2025Q3: 52,389 shares; 2025Q4: 57,163 shares 57,163 $2.79M 0.16% +4,774 Timeline GPIX 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: 47,479 shares; 2025Q2: 48,711 shares; 2025Q3: 51,918 shares; 2025Q4: 52,632 shares 52,632 $2.78M 0.16% +714 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: 10,741 shares; 2024Q4: 14,204 shares; 2025Q1: 32,171 shares; 2025Q2: 40,479 shares; 2025Q3: 50,743 shares; 2025Q4: 59,044 shares 59,044 $2.78M 0.16% +8,301 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: 10,199 shares; 2024Q4: 13,714 shares; 2025Q1: 32,881 shares; 2025Q2: 43,088 shares; 2025Q3: 53,968 shares; 2025Q4: 62,882 shares 62,882 $2.76M 0.16% +8,914 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,138 shares; 2024Q4: 15,575 shares; 2025Q1: 36,485 shares; 2025Q2: 39,557 shares; 2025Q3: 56,067 shares; 2025Q4: 61,250 shares 61,250 $2.76M 0.16% +5,183 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,431 shares; 2024Q4: 16,126 shares; 2025Q1: 37,726 shares; 2025Q2: 40,907 shares; 2025Q3: 58,052 shares; 2025Q4: 63,556 shares 63,556 $2.76M 0.16% +5,504 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,131 shares; 2024Q4: 15,712 shares; 2025Q1: 37,112 shares; 2025Q2: 40,240 shares; 2025Q3: 56,968 shares; 2025Q4: 62,286 shares 62,286 $2.76M 0.16% +5,318 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,245 shares; 2024Q4: 15,726 shares; 2025Q1: 36,892 shares; 2025Q2: 39,908 shares; 2025Q3: 56,428 shares; 2025Q4: 61,758 shares 61,758 $2.74M 0.16% +5,330 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,108 shares; 2024Q4: 15,370 shares; 2025Q1: 36,082 shares; 2025Q2: 38,735 shares; 2025Q3: 54,995 shares; 2025Q4: 60,297 shares 60,297 $2.73M 0.16% +5,302 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,008 shares; 2024Q4: 15,361 shares; 2025Q1: 36,051 shares; 2025Q2: 39,079 shares; 2025Q3: 55,376 shares; 2025Q4: 60,698 shares 60,698 $2.73M 0.16% +5,322 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 36,884 shares; 2025Q3: 36,984 shares; 2025Q4: 52,713 shares 52,713 $2.71M 0.16% +15,729 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: 11,327 shares; 2024Q4: 14,992 shares; 2025Q1: 35,804 shares; 2025Q2: 46,877 shares; 2025Q3: 59,301 shares; 2025Q4: 69,310 shares 69,310 $2.71M 0.16% +10,009 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: 4,982 shares; 2024Q4: 5,071 shares; 2025Q1: 4,405 shares; 2025Q2: 4,695 shares; 2025Q3: 5,700 shares; 2025Q4: 6,359 shares 6,359 $2.71M 0.16% +659 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,653 shares; 2024Q4: 16,485 shares; 2025Q1: 38,256 shares; 2025Q2: 41,475 shares; 2025Q3: 59,206 shares; 2025Q4: 65,014 shares 65,014 $2.71M 0.16% +5,808 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: 4,201 shares; 2024Q4: 4,695 shares; 2025Q1: 6,291 shares; 2025Q2: 6,283 shares; 2025Q3: 4,858 shares; 2025Q4: 6,782 shares 6,782 $2.69M 0.16% +1,924 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: 4,656 shares; 2024Q4: 4,199 shares; 2025Q1: 5,574 shares; 2025Q2: 4,770 shares; 2025Q3: 8,660 shares; 2025Q4: 9,611 shares 9,611 $2.68M 0.16% +951 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,775 shares; 2025Q1: 22,684 shares; 2025Q2: 30,586 shares; 2025Q3: 30,915 shares; 2025Q4: 31,603 shares 31,603 $2.66M 0.16% +688 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,848 shares; 2024Q4: 16,877 shares; 2025Q1: 38,840 shares; 2025Q2: 42,236 shares; 2025Q3: 61,095 shares; 2025Q4: 67,377 shares 67,377 $2.65M 0.16% +6,282 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: 9,149 shares; 2024Q4: 10,627 shares; 2025Q1: 10,480 shares; 2025Q2: 10,620 shares; 2025Q3: 10,980 shares; 2025Q4: 11,265 shares 11,265 $2.61M 0.15% +285 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: 3,596 shares; 2024Q4: 3,660 shares; 2025Q1: 4,712 shares; 2025Q2: 4,736 shares; 2025Q3: 3,992 shares; 2025Q4: 4,549 shares 4,549 $2.61M 0.15% +557 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: 10,977 shares; 2024Q4: 11,311 shares; 2025Q1: 11,464 shares; 2025Q2: 8,042 shares; 2025Q3: 7,938 shares; 2025Q4: 8,735 shares 8,735 $2.59M 0.15% +797 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: 28,380 shares; 2024Q4: 28,095 shares; 2025Q1: 33,182 shares; 2025Q2: 33,827 shares; 2025Q3: 33,450 shares; 2025Q4: 36,830 shares 36,830 $2.57M 0.15% +3,380 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: 2,450 shares; 2024Q4: 2,331 shares; 2025Q1: 2,480 shares; 2025Q2: 2,376 shares; 2025Q3: 2,379 shares; 2025Q4: 27,268 shares 27,268 $2.56M 0.15% +24,889 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: 2,385 shares; 2024Q4: 2,622 shares; 2025Q1: 3,069 shares; 2025Q2: 3,090 shares; 2025Q3: 3,075 shares; 2025Q4: 3,744 shares 3,744 $2.55M 0.15% +669 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: 3,331 shares; 2024Q4: 3,425 shares; 2025Q1: 3,480 shares; 2025Q2: 3,582 shares; 2025Q3: 4,091 shares; 2025Q4: 10,272 shares 10,272 $2.54M 0.15% +6,181 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: not reported; 2025Q3: 26,418 shares; 2025Q4: 26,979 shares 26,979 $2.54M 0.15% +561 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: 11,709 shares; 2024Q4: 11,536 shares; 2025Q1: 9,355 shares; 2025Q2: 6,579 shares; 2025Q3: 7,424 shares; 2025Q4: 8,250 shares 8,250 $2.51M 0.15% +826 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: 12,218 shares; 2024Q4: 12,119 shares; 2025Q1: 52,468 shares; 2025Q2: 52,748 shares; 2025Q3: 54,324 shares; 2025Q4: 54,490 shares 54,490 $2.49M 0.15% +166 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: 3,381 shares; 2024Q4: 3,557 shares; 2025Q1: 4,077 shares; 2025Q2: 3,695 shares; 2025Q3: 10,146 shares; 2025Q4: 13,382 shares 13,382 $2.48M 0.15% +3,236 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: 5,043 shares; 2024Q4: 5,229 shares; 2025Q1: 5,071 shares; 2025Q2: 6,385 shares; 2025Q3: 6,921 shares; 2025Q4: 7,428 shares 7,428 $2.43M 0.14% +507 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,030 shares; 2024Q4: 12,960 shares; 2025Q1: 32,245 shares; 2025Q2: 28,082 shares; 2025Q3: 29,208 shares; 2025Q4: 30,634 shares 30,634 $2.43M 0.14% +1,426 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: 5,871 shares; 2024Q4: 5,684 shares; 2025Q1: 6,219 shares; 2025Q2: 6,473 shares; 2025Q3: 6,866 shares; 2025Q4: 7,061 shares 7,061 $2.43M 0.14% +195 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: 30,181 shares; 2024Q4: 43,857 shares; 2025Q1: 40,210 shares; 2025Q2: 43,080 shares; 2025Q3: 47,681 shares; 2025Q4: 47,321 shares 47,321 $2.39M 0.14% -360 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: 7,719 shares; 2024Q4: 11,064 shares; 2025Q1: 16,689 shares; 2025Q2: 16,726 shares; 2025Q3: 10,806 shares; 2025Q4: 16,921 shares 16,921 $2.39M 0.14% +6,115 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: 59,479 shares; 2024Q4: 60,889 shares; 2025Q1: 66,834 shares; 2025Q2: 70,541 shares; 2025Q3: 74,481 shares; 2025Q4: 48,439 shares 48,439 $2.32M 0.14% -26,042 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: 2,278 shares; 2024Q4: 2,473 shares; 2025Q1: 9,959 shares; 2025Q2: 10,203 shares; 2025Q3: 10,746 shares; 2025Q4: 10,114 shares 10,114 $2.3M 0.14% -632 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,050 shares; 2024Q4: 87,250 shares; 2025Q1: 96,730 shares; 2025Q2: 111,305 shares; 2025Q3: 118,730 shares; 2025Q4: 118,730 shares 118,730 $2.28M 0.13% 0 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123,172 shares 123,172 $2.27M 0.13% new Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,693 shares; 2024Q4: 23,176 shares; 2025Q1: 34,060 shares; 2025Q2: 36,026 shares; 2025Q3: 44,142 shares; 2025Q4: 74,459 shares 74,459 $2.27M 0.13% +30,317 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,195 shares; 2024Q4: 17,654 shares; 2025Q1: 18,072 shares; 2025Q2: 17,346 shares; 2025Q3: 16,717 shares; 2025Q4: 17,472 shares 17,472 $2.25M 0.13% +755 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S 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: 21,637 shares; 2025Q3: 21,709 shares; 2025Q4: 26,100 shares 26,100 $2.25M 0.13% +4,391 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: 9,269 shares; 2024Q4: 9,433 shares; 2025Q1: 10,246 shares; 2025Q2: 10,177 shares; 2025Q3: 9,051 shares; 2025Q4: 7,704 shares 7,704 $2.23M 0.13% -1,347 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: 1,779 shares; 2024Q4: 1,824 shares; 2025Q1: 5,438 shares; 2025Q2: 7,408 shares; 2025Q3: 8,054 shares; 2025Q4: 7,515 shares 7,515 $2.21M 0.13% -539 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,441 shares; 2024Q4: 3,390 shares; 2025Q1: 3,775 shares; 2025Q2: 5,149 shares; 2025Q3: 5,958 shares; 2025Q4: 8,429 shares 8,429 $2.19M 0.13% +2,471 Timeline IGEB 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: 37,160 shares; 2024Q4: 42,778 shares; 2025Q1: 45,899 shares; 2025Q2: 39,458 shares; 2025Q3: 39,090 shares; 2025Q4: 47,509 shares 47,509 $2.17M 0.13% +8,419 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,146 shares; 2024Q4: 32,569 shares; 2025Q1: 45,901 shares; 2025Q2: 45,217 shares; 2025Q3: 48,767 shares; 2025Q4: 52,185 shares 52,185 $2.17M 0.13% +3,418 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: 6,497 shares; 2024Q4: 6,810 shares; 2025Q1: 6,791 shares; 2025Q2: 7,016 shares; 2025Q3: 7,096 shares; 2025Q4: 7,169 shares 7,169 $2.17M 0.13% +73 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: 12,251 shares; 2024Q4: 11,612 shares; 2025Q1: 13,163 shares; 2025Q2: 13,121 shares; 2025Q3: 11,036 shares; 2025Q4: 15,041 shares 15,041 $2.16M 0.13% +4,005 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,760 shares; 2024Q4: 119,788 shares; 2025Q1: 135,812 shares; 2025Q2: 164,054 shares; 2025Q3: 209,432 shares; 2025Q4: 213,399 shares 213,399 $2.16M 0.13% +3,967 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 4,676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,660 shares; 2025Q4: 6,240 shares 6,240 $2.14M 0.13% +1,580 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,509 shares; 2024Q4: 31,138 shares; 2025Q1: 38,152 shares; 2025Q2: 39,356 shares; 2025Q3: 37,655 shares; 2025Q4: 24,021 shares 24,021 $2.12M 0.12% -13,634 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,945 shares; 2024Q4: 12,366 shares; 2025Q1: 13,073 shares; 2025Q2: 13,303 shares; 2025Q3: 13,880 shares; 2025Q4: 14,561 shares 14,561 $2.11M 0.12% +681 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: 17,347 shares; 2024Q4: 18,986 shares; 2025Q1: 23,000 shares; 2025Q2: 36,232 shares; 2025Q3: 36,583 shares; 2025Q4: 19,857 shares 19,857 $2.09M 0.12% -16,726 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: not reported; 2024Q4: not reported; 2025Q1: 78,563 shares; 2025Q2: 83,360 shares; 2025Q3: 86,792 shares; 2025Q4: 89,751 shares 89,751 $2.07M 0.12% +2,959 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: 29,802 shares; 2024Q4: 29,819 shares; 2025Q1: 28,977 shares; 2025Q2: 20,632 shares; 2025Q3: 21,240 shares; 2025Q4: 22,109 shares 22,109 $2.06M 0.12% +869 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,267 shares 15,267 $2.02M 0.12% new 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: 39,798 shares; 2024Q4: 23,945 shares; 2025Q1: 20,882 shares; 2025Q2: 24,348 shares; 2025Q3: 20,949 shares; 2025Q4: 27,146 shares 27,146 $2.01M 0.12% +6,197 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: 13,834 shares; 2024Q4: 19,406 shares; 2025Q1: 21,736 shares; 2025Q2: 22,997 shares; 2025Q3: 24,654 shares; 2025Q4: 25,414 shares 25,414 $2.01M 0.12% +760 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: 2,545 shares; 2024Q4: 22,791 shares; 2025Q1: 2,795 shares; 2025Q2: 17,886 shares; 2025Q3: 17,814 shares; 2025Q4: 18,686 shares 18,686 $1.97M 0.12% +872 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,187 shares; 2024Q4: 9,325 shares; 2025Q1: 8,414 shares; 2025Q2: 7,722 shares; 2025Q3: 8,088 shares; 2025Q4: 8,078 shares 8,078 $1.96M 0.12% -10 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,157 shares; 2024Q4: 7,104 shares; 2025Q1: 6,652 shares; 2025Q2: 6,826 shares; 2025Q3: 6,855 shares; 2025Q4: 6,779 shares 6,779 $1.93M 0.11% -76 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,358 shares; 2025Q3: 45,465 shares; 2025Q4: 50,203 shares 50,203 $1.92M 0.11% +4,738 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: 4,630 shares; 2024Q4: 4,360 shares; 2025Q1: 4,387 shares; 2025Q2: 5,147 shares; 2025Q3: 4,773 shares; 2025Q4: 6,230 shares 6,230 $1.9M 0.11% +1,457 Timeline TOPT 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: 59,650 shares; 2025Q4: 60,960 shares 60,960 $1.9M 0.11% +1,310 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,343 shares; 2025Q1: 1,516 shares; 2025Q2: 1,543 shares; 2025Q3: 1,614 shares; 2025Q4: 1,764 shares 1,764 $1.89M 0.11% +150 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: 4,294 shares; 2024Q4: 4,416 shares; 2025Q1: 4,994 shares; 2025Q2: 4,980 shares; 2025Q3: 5,291 shares; 2025Q4: 5,919 shares 5,919 $1.89M 0.11% +628 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: 38,625 shares; 2024Q4: 38,042 shares; 2025Q1: 22,322 shares; 2025Q2: 22,612 shares; 2025Q3: 22,785 shares; 2025Q4: 23,274 shares 23,274 $1.88M 0.11% +489 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,875 shares; 2024Q4: 32,403 shares; 2025Q1: 51,922 shares; 2025Q2: 142,742 shares; 2025Q3: 24,647 shares; 2025Q4: 38,834 shares 38,834 $1.88M 0.11% +14,187 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: 7,196 shares; 2024Q4: 8,346 shares; 2025Q1: not reported; 2025Q2: 12,155 shares; 2025Q3: 12,292 shares; 2025Q4: 13,433 shares 13,433 $1.86M 0.11% +1,141 Timeline KRE 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: 28,934 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,741 shares; 2025Q4: 28,384 shares 28,384 $1.84M 0.11% +643 Timeline BBEU 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: 34,424 shares; 2024Q4: not reported; 2025Q1: 23,769 shares; 2025Q2: 24,110 shares; 2025Q3: 24,385 shares; 2025Q4: 25,017 shares 25,017 $1.83M 0.11% +632 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 6,843 shares; 2025Q1: 8,230 shares; 2025Q2: 9,119 shares; 2025Q3: 10,599 shares; 2025Q4: 9,968 shares 9,968 $1.81M 0.11% -631 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: 2,083 shares; 2024Q4: 2,073 shares; 2025Q1: 2,311 shares; 2025Q2: 2,314 shares; 2025Q3: 2,789 shares; 2025Q4: 3,162 shares 3,162 $1.79M 0.11% +373 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: 2,400 shares; 2024Q4: 2,962 shares; 2025Q1: 4,004 shares; 2025Q2: 4,120 shares; 2025Q3: 3,698 shares; 2025Q4: 3,127 shares 3,127 $1.78M 0.11% -571 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,931 shares; 2024Q4: 18,120 shares; 2025Q1: 22,710 shares; 2025Q2: 25,742 shares; 2025Q3: 30,202 shares; 2025Q4: 33,127 shares 33,127 $1.77M 0.1% +2,925 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 910 shares; 2025Q2: 919 shares; 2025Q3: not reported; 2025Q4: 6,874 shares 6,874 $1.77M 0.1% new 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: 12,633 shares; 2024Q4: 12,759 shares; 2025Q1: 18,654 shares; 2025Q2: 17,646 shares; 2025Q3: 16,509 shares; 2025Q4: 15,534 shares 15,534 $1.77M 0.1% -975 Timeline FFLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,171 shares; 2025Q3: 29,299 shares; 2025Q4: 32,626 shares 32,626 $1.74M 0.1% +3,327 Timeline WTV 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: 4,125 shares; 2025Q3: 12,128 shares; 2025Q4: 18,544 shares 18,544 $1.73M 0.1% +6,416 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: 6,354 shares; 2024Q4: 6,495 shares; 2025Q1: 7,056 shares; 2025Q2: 7,216 shares; 2025Q3: 7,730 shares; 2025Q4: 7,711 shares 7,711 $1.69M 0.1% -19 Timeline FYC 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: not reported; 2024Q4: 22,276 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,560 shares 17,560 $1.69M 0.1% new Timeline DFSV 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: 10,497 shares; 2024Q4: 12,747 shares; 2025Q1: 15,777 shares; 2025Q2: 18,114 shares; 2025Q3: 39,471 shares; 2025Q4: 50,676 shares 50,676 $1.67M 0.1% +11,205 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: 6,724 shares; 2024Q4: 6,982 shares; 2025Q1: 7,875 shares; 2025Q2: 8,172 shares; 2025Q3: 9,061 shares; 2025Q4: 9,493 shares 9,493 $1.67M 0.1% +432 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,524 shares; 2024Q4: 24,970 shares; 2025Q1: 30,046 shares; 2025Q2: 30,511 shares; 2025Q3: 32,017 shares; 2025Q4: 32,712 shares 32,712 $1.66M 0.1% +695 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: 1,113 shares; 2024Q4: 1,147 shares; 2025Q1: 1,167 shares; 2025Q2: 1,155 shares; 2025Q3: 2,942 shares; 2025Q4: 3,664 shares 3,664 $1.66M 0.1% +722 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,663 shares; 2025Q1: 2,697 shares; 2025Q2: 2,710 shares; 2025Q3: 1,008 shares; 2025Q4: 1,540 shares 1,540 $1.65M 0.1% +532 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: 10,628 shares; 2024Q4: 10,687 shares; 2025Q1: 12,186 shares; 2025Q2: 12,453 shares; 2025Q3: 22,245 shares; 2025Q4: 25,307 shares 25,307 $1.63M 0.1% +3,062 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 4,068 shares; 2025Q4: 32,891 shares 32,891 $1.63M 0.1% +28,823 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,138 shares; 2025Q2: 5,142 shares; 2025Q3: not reported; 2025Q4: 5,162 shares 5,162 $1.6M 0.09% new 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: 3,332 shares; 2024Q4: 3,075 shares; 2025Q1: 3,295 shares; 2025Q2: 3,320 shares; 2025Q3: 3,130 shares; 2025Q4: 3,352 shares 3,352 $1.59M 0.09% +222 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: 1,162 shares; 2024Q4: 1,221 shares; 2025Q1: 1,406 shares; 2025Q2: 1,405 shares; 2025Q3: 1,463 shares; 2025Q4: 1,567 shares 1,567 $1.58M 0.09% +104 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,823 shares; 2025Q3: 54,023 shares; 2025Q4: 59,500 shares 59,500 $1.58M 0.09% +5,477 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: 3,188 shares; 2024Q4: 6,597 shares; 2025Q1: 6,998 shares; 2025Q2: 6,988 shares; 2025Q3: 8,152 shares; 2025Q4: 8,580 shares 8,580 $1.58M 0.09% +428 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,688 shares 19,688 $1.58M 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: 30,490 shares; 2025Q2: 28,890 shares; 2025Q3: 31,581 shares; 2025Q4: 30,966 shares 30,966 $1.58M 0.09% -615 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,087 shares; 2024Q4: 18,276 shares; 2025Q1: 32,552 shares; 2025Q2: 32,548 shares; 2025Q3: 35,097 shares; 2025Q4: 40,350 shares 40,350 $1.56M 0.09% +5,253 Timeline IGIB 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: 20,835 shares; 2025Q3: 23,876 shares; 2025Q4: 28,951 shares 28,951 $1.56M 0.09% +5,075 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,834 shares; 2024Q4: 14,450 shares; 2025Q1: 19,502 shares; 2025Q2: 20,957 shares; 2025Q3: 25,394 shares; 2025Q4: 28,250 shares 28,250 $1.55M 0.09% +2,856 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: 925 shares; 2024Q4: 1,142 shares; 2025Q1: 1,592 shares; 2025Q2: 1,605 shares; 2025Q3: 2,051 shares; 2025Q4: 2,338 shares 2,338 $1.55M 0.09% +287 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,169 shares; 2024Q4: 19,005 shares; 2025Q1: 33,838 shares; 2025Q2: 33,104 shares; 2025Q3: 36,964 shares; 2025Q4: 40,714 shares 40,714 $1.54M 0.09% +3,750 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: 12,812 shares; 2024Q4: 10,167 shares; 2025Q1: 8,971 shares; 2025Q2: 9,125 shares; 2025Q3: 7,758 shares; 2025Q4: 28,618 shares 28,618 $1.54M 0.09% +20,860 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: 36,533 shares; 2024Q4: 36,534 shares; 2025Q1: 34,720 shares; 2025Q2: 32,446 shares; 2025Q3: 32,374 shares; 2025Q4: 32,390 shares 32,390 $1.52M 0.09% +16 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: 9,089 shares; 2024Q4: 9,860 shares; 2025Q1: 10,665 shares; 2025Q2: 14,308 shares; 2025Q3: 15,450 shares; 2025Q4: 16,214 shares 16,214 $1.52M 0.09% +764 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: 2,125 shares; 2024Q4: 2,237 shares; 2025Q1: 2,274 shares; 2025Q2: 2,130 shares; 2025Q3: 2,367 shares; 2025Q4: 2,585 shares 2,585 $1.5M 0.09% +218 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,329 shares; 2024Q4: 18,769 shares; 2025Q1: 32,931 shares; 2025Q2: 29,485 shares; 2025Q3: 34,213 shares; 2025Q4: 37,810 shares 37,810 $1.5M 0.09% +3,597 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: 3,918 shares; 2024Q4: 4,302 shares; 2025Q1: 4,321 shares; 2025Q2: 4,645 shares; 2025Q3: 4,613 shares; 2025Q4: 4,861 shares 4,861 $1.5M 0.09% +248 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,067 shares; 2024Q4: 17,312 shares; 2025Q1: 16,317 shares; 2025Q2: 16,604 shares; 2025Q3: 18,002 shares; 2025Q4: 18,994 shares 18,994 $1.49M 0.09% +992 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,182 shares; 2024Q4: 14,210 shares; 2025Q1: 19,661 shares; 2025Q2: 21,220 shares; 2025Q3: 25,978 shares; 2025Q4: 29,164 shares 29,164 $1.49M 0.09% +3,186 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: 2,029 shares; 2024Q4: 2,057 shares; 2025Q1: 2,805 shares; 2025Q2: 2,781 shares; 2025Q3: 2,275 shares; 2025Q4: 4,028 shares 4,028 $1.49M 0.09% +1,753 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: 10,210 shares; 2024Q4: 12,369 shares; 2025Q1: 13,150 shares; 2025Q2: 14,904 shares; 2025Q3: 20,552 shares; 2025Q4: 39,976 shares 39,976 $1.48M 0.09% +19,424 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,080 shares; 2024Q4: 20,389 shares; 2025Q1: 34,719 shares; 2025Q2: 34,216 shares; 2025Q3: 33,436 shares; 2025Q4: 36,993 shares 36,993 $1.47M 0.09% +3,557 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: 6,959 shares; 2024Q4: 6,969 shares; 2025Q1: 7,381 shares; 2025Q2: 8,119 shares; 2025Q3: 4,560 shares; 2025Q4: 4,446 shares 4,446 $1.47M 0.09% -114 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: 3,836 shares; 2024Q4: not reported; 2025Q1: 9,564 shares; 2025Q2: 9,751 shares; 2025Q3: not reported; 2025Q4: 32,219 shares 32,219 $1.46M 0.09% new 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: 3,449 shares; 2024Q4: 3,559 shares; 2025Q1: 3,875 shares; 2025Q2: 3,894 shares; 2025Q3: 4,061 shares; 2025Q4: 4,124 shares 4,124 $1.45M 0.09% +63 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: 2,710 shares; 2024Q4: 2,866 shares; 2025Q1: 4,103 shares; 2025Q2: 3,850 shares; 2025Q3: 2,866 shares; 2025Q4: 4,549 shares 4,549 $1.43M 0.08% +1,683 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: 15,545 shares; 2024Q4: 16,228 shares; 2025Q1: 17,734 shares; 2025Q2: 17,737 shares; 2025Q3: 18,007 shares; 2025Q4: 18,527 shares 18,527 $1.43M 0.08% +520 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,949 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,089 shares; 2025Q4: 5,638 shares 5,638 $1.43M 0.08% +1,549 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,449 shares; 2024Q4: 11,764 shares; 2025Q1: 17,433 shares; 2025Q2: 18,733 shares; 2025Q3: 22,375 shares; 2025Q4: 25,136 shares 25,136 $1.42M 0.08% +2,761 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,111 shares; 2024Q4: 13,115 shares; 2025Q1: 18,793 shares; 2025Q2: 20,441 shares; 2025Q3: 25,394 shares; 2025Q4: 28,579 shares 28,579 $1.4M 0.08% +3,185 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,124 shares; 2024Q4: 11,715 shares; 2025Q1: 16,894 shares; 2025Q2: 18,332 shares; 2025Q3: 23,486 shares; 2025Q4: 26,425 shares 26,425 $1.4M 0.08% +2,939 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: 4,781 shares; 2025Q1: 6,867 shares; 2025Q2: 7,055 shares; 2025Q3: 8,831 shares; 2025Q4: 10,241 shares 10,241 $1.39M 0.08% +1,410 Timeline EQWL 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: 19,925 shares; 2025Q3: 15,046 shares; 2025Q4: 11,690 shares 11,690 $1.38M 0.08% -3,356 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,248 shares; 2024Q4: 11,966 shares; 2025Q1: 17,258 shares; 2025Q2: 18,776 shares; 2025Q3: 23,476 shares; 2025Q4: 26,510 shares 26,510 $1.37M 0.08% +3,034 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,977 shares; 2024Q4: 13,672 shares; 2025Q1: 28,055 shares; 2025Q2: 27,473 shares; 2025Q3: 31,232 shares; 2025Q4: 34,842 shares 34,842 $1.37M 0.08% +3,610 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,808 shares; 2024Q4: 11,116 shares; 2025Q1: 16,037 shares; 2025Q2: 17,417 shares; 2025Q3: 21,669 shares; 2025Q4: 24,446 shares 24,446 $1.37M 0.08% +2,777 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,233 shares; 2024Q4: 12,591 shares; 2025Q1: 25,598 shares; 2025Q2: 25,133 shares; 2025Q3: 28,597 shares; 2025Q4: 31,859 shares 31,859 $1.36M 0.08% +3,262 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 2,158 shares; 2025Q1: 2,384 shares; 2025Q2: 2,404 shares; 2025Q3: 2,507 shares; 2025Q4: 2,808 shares 2,808 $1.36M 0.08% +301 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,185 shares; 2024Q4: 11,872 shares; 2025Q1: 17,152 shares; 2025Q2: 18,660 shares; 2025Q3: 23,265 shares; 2025Q4: 26,286 shares 26,286 $1.36M 0.08% +3,021 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,065 shares 9,065 $1.35M 0.08% new Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,719 shares; 2024Q4: 13,104 shares; 2025Q1: 26,728 shares; 2025Q2: 25,666 shares; 2025Q3: 29,199 shares; 2025Q4: 32,657 shares 32,657 $1.35M 0.08% +3,458 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,054 shares; 2024Q4: 13,266 shares; 2025Q1: 18,800 shares; 2025Q2: 21,331 shares; 2025Q3: 26,748 shares; 2025Q4: 30,276 shares 30,276 $1.34M 0.08% +3,528 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,474 shares; 2024Q4: 10,586 shares; 2025Q1: 15,284 shares; 2025Q2: 16,628 shares; 2025Q3: 20,823 shares; 2025Q4: 23,555 shares 23,555 $1.34M 0.08% +2,732 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,713 shares; 2024Q4: 12,659 shares; 2025Q1: 18,217 shares; 2025Q2: 19,822 shares; 2025Q3: 24,878 shares; 2025Q4: 28,163 shares 28,163 $1.34M 0.08% +3,285 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: 16,342 shares; 2024Q4: 14,706 shares; 2025Q1: 14,778 shares; 2025Q2: 14,850 shares; 2025Q3: 16,706 shares; 2025Q4: 16,352 shares 16,352 $1.34M 0.08% -354 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,701 shares; 2025Q3: 16,742 shares; 2025Q4: 41,403 shares 41,403 $1.32M 0.08% +24,661 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: 3,152 shares; 2024Q4: 11,273 shares; 2025Q1: 4,794 shares; 2025Q2: 8,677 shares; 2025Q3: 7,056 shares; 2025Q4: 9,626 shares 9,626 $1.32M 0.08% +2,570 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: 4,438 shares; 2024Q4: 4,321 shares; 2025Q1: 5,006 shares; 2025Q2: 5,060 shares; 2025Q3: 4,560 shares; 2025Q4: 5,742 shares 5,742 $1.31M 0.08% +1,182 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,545 shares; 2024Q4: 12,949 shares; 2025Q1: 25,989 shares; 2025Q2: 25,412 shares; 2025Q3: 29,175 shares; 2025Q4: 32,765 shares 32,765 $1.31M 0.08% +3,590 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: 5,709 shares; 2025Q3: 9,221 shares; 2025Q4: 10,143 shares 10,143 $1.31M 0.08% +922 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: 3,006 shares; 2024Q4: 3,123 shares; 2025Q1: 3,456 shares; 2025Q2: 3,629 shares; 2025Q3: 3,800 shares; 2025Q4: 3,890 shares 3,890 $1.26M 0.07% +90 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: 6,366 shares; 2024Q4: 8,071 shares; 2025Q1: not reported; 2025Q2: 2,306 shares; 2025Q3: 2,332 shares; 2025Q4: 3,438 shares 3,438 $1.24M 0.07% +1,106 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: 3,837 shares; 2024Q4: 3,704 shares; 2025Q1: 4,474 shares; 2025Q2: 5,109 shares; 2025Q3: 10,813 shares; 2025Q4: 13,085 shares 13,085 $1.23M 0.07% +2,272 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: 80,100 shares; 2024Q4: 78,157 shares; 2025Q1: 76,283 shares; 2025Q2: 77,107 shares; 2025Q3: 75,627 shares; 2025Q4: 74,681 shares 74,681 $1.23M 0.07% -946 Timeline TIP 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: 34,785 shares; 2024Q4: 27,605 shares; 2025Q1: 18,831 shares; 2025Q2: 14,125 shares; 2025Q3: 13,238 shares; 2025Q4: 10,984 shares 10,984 $1.21M 0.07% -2,254 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,677 shares; 2025Q4: 6,596 shares 6,596 $1.2M 0.07% +3,919 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: not reported; 2025Q1: 10,910 shares; 2025Q2: 10,910 shares; 2025Q3: not reported; 2025Q4: 11,249 shares 11,249 $1.18M 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,188 shares; 2025Q4: 16,343 shares 16,343 $1.17M 0.07% +10,155 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,779 shares; 2024Q4: 16,101 shares; 2025Q1: 15,536 shares; 2025Q2: 16,042 shares; 2025Q3: 17,101 shares; 2025Q4: 18,221 shares 18,221 $1.17M 0.07% +1,120 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,834 shares; 2024Q4: 10,071 shares; 2025Q1: 10,029 shares; 2025Q2: 13,216 shares; 2025Q3: 13,900 shares; 2025Q4: 14,558 shares 14,558 $1.17M 0.07% +658 Timeline FDVV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,594 shares; 2025Q3: 15,015 shares; 2025Q4: 20,279 shares 20,279 $1.15M 0.07% +5,264 Timeline PSFF PACER FDS TR More: the full row for PACER FDS 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: 33,571 shares; 2025Q3: 33,650 shares; 2025Q4: 35,309 shares 35,309 $1.14M 0.07% +1,659 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: 2,055 shares; 2024Q4: 2,058 shares; 2025Q1: 2,035 shares; 2025Q2: 2,052 shares; 2025Q3: 1,925 shares; 2025Q4: 1,887 shares 1,887 $1.14M 0.07% -38 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,447 shares; 2025Q4: 7,111 shares 7,111 $1.11M 0.07% +664 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,083 shares; 2024Q4: 20,949 shares; 2025Q1: 21,760 shares; 2025Q2: 21,492 shares; 2025Q3: 19,978 shares; 2025Q4: 19,573 shares 19,573 $1.1M 0.06% -405 Timeline ACII 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: 42,481 shares 42,481 $1.09M 0.06% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,401 shares; 2024Q4: 6,842 shares; 2025Q1: 7,518 shares; 2025Q2: 7,715 shares; 2025Q3: 8,123 shares; 2025Q4: 8,410 shares 8,410 $1.08M 0.06% +287 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: 6,447 shares; 2024Q4: 6,341 shares; 2025Q1: 7,138 shares; 2025Q2: 7,139 shares; 2025Q3: 6,860 shares; 2025Q4: 8,778 shares 8,778 $1.08M 0.06% +1,918 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,381 shares; 2025Q2: 1,643 shares; 2025Q3: 2,015 shares; 2025Q4: 2,291 shares 2,291 $1.08M 0.06% +276 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,006 shares; 2025Q1: 18,799 shares; 2025Q2: 16,582 shares; 2025Q3: not reported; 2025Q4: 18,094 shares 18,094 $1.07M 0.06% new Timeline QQEW 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: 2,903 shares; 2025Q2: 18,947 shares; 2025Q3: 4,242 shares; 2025Q4: 7,469 shares 7,469 $1.06M 0.06% +3,227 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 851 shares; 2025Q1: 1,005 shares; 2025Q2: 1,019 shares; 2025Q3: 1,110 shares; 2025Q4: 1,383 shares 1,383 $1.06M 0.06% +273 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: 65,754 shares 65,754 $1.06M 0.06% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,421 shares 20,421 $1.03M 0.06% new Timeline IYY 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: 6,233 shares; 2024Q4: 6,235 shares; 2025Q1: 6,201 shares; 2025Q2: 6,338 shares; 2025Q3: 6,259 shares; 2025Q4: 6,202 shares 6,202 $1.03M 0.06% -57 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,284 shares; 2024Q4: 10,005 shares; 2025Q1: 2,904 shares; 2025Q2: 4,752 shares; 2025Q3: 7,979 shares; 2025Q4: 8,304 shares 8,304 $1.02M 0.06% +325 Timeline UFEB 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: 32,101 shares; 2025Q2: 33,625 shares; 2025Q3: 31,348 shares; 2025Q4: 27,641 shares 27,641 $1.02M 0.06% -3,707 Timeline FVD 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: 39,131 shares; 2024Q4: 35,235 shares; 2025Q1: 35,171 shares; 2025Q2: 30,751 shares; 2025Q3: 21,946 shares; 2025Q4: 21,994 shares 21,994 $1.01M 0.06% +48 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,131 shares; 2024Q4: 121,524 shares; 2025Q1: 100,572 shares; 2025Q2: 94,855 shares; 2025Q3: 93,989 shares; 2025Q4: 94,435 shares 94,435 $1.01M 0.06% +446 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,973 shares; 2024Q4: 17,486 shares; 2025Q1: 17,327 shares; 2025Q2: 18,087 shares; 2025Q3: 18,980 shares; 2025Q4: 20,540 shares 20,540 $1.01M 0.06% +1,560 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES 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: 3,582 shares; 2025Q4: 6,261 shares 6,261 $991K 0.06% +2,679 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,653 shares; 2025Q3: 6,168 shares; 2025Q4: 6,303 shares 6,303 $987K 0.06% +135 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: 11,649 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,097 shares 8,097 $986K 0.06% new 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: 16,411 shares; 2024Q4: 15,535 shares; 2025Q1: 23,942 shares; 2025Q2: 23,313 shares; 2025Q3: 15,123 shares; 2025Q4: 24,087 shares 24,087 $981K 0.06% +8,964 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: 2,847 shares; 2024Q4: 2,718 shares; 2025Q1: 2,910 shares; 2025Q2: 3,032 shares; 2025Q3: 2,148 shares; 2025Q4: 4,577 shares 4,577 $969K 0.06% +2,429 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: 3,848 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,495 shares 3,495 $968K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: 14,682 shares; 2025Q2: 19,375 shares; 2025Q3: 24,383 shares; 2025Q4: 28,264 shares 28,264 $952K 0.06% +3,881 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: not reported; 2024Q4: not reported; 2025Q1: 11,938 shares; 2025Q2: 15,760 shares; 2025Q3: 19,805 shares; 2025Q4: 22,925 shares 22,925 $950K 0.06% +3,120 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,748 shares; 2024Q4: 7,931 shares; 2025Q1: 7,744 shares; 2025Q2: 7,854 shares; 2025Q3: 8,787 shares; 2025Q4: 8,962 shares 8,962 $941K 0.06% +175 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 1,840 shares; 2025Q1: 2,085 shares; 2025Q2: 1,932 shares; 2025Q3: 2,014 shares; 2025Q4: 1,798 shares 1,798 $940K 0.06% -216 Timeline KJUL 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: 15,243 shares; 2025Q2: 20,198 shares; 2025Q3: 25,472 shares; 2025Q4: 29,644 shares 29,644 $940K 0.06% +4,172 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,031 shares; 2024Q4: 4,307 shares; 2025Q1: 7,451 shares; 2025Q2: 9,655 shares; 2025Q3: 7,027 shares; 2025Q4: 10,154 shares 10,154 $939K 0.06% +3,127 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: not reported; 2024Q4: not reported; 2025Q1: 13,814 shares; 2025Q2: 18,233 shares; 2025Q3: 22,946 shares; 2025Q4: 26,732 shares 26,732 $939K 0.06% +3,786 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: 7,824 shares; 2024Q4: 7,788 shares; 2025Q1: 7,394 shares; 2025Q2: 7,623 shares; 2025Q3: 7,884 shares; 2025Q4: 8,086 shares 8,086 $939K 0.06% +202 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: 2,987 shares; 2024Q4: 2,975 shares; 2025Q1: 3,299 shares; 2025Q2: 3,303 shares; 2025Q3: 2,998 shares; 2025Q4: 4,415 shares 4,415 $936K 0.06% +1,417 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,001 shares; 2024Q4: 49,394 shares; 2025Q1: 64,824 shares; 2025Q2: 65,189 shares; 2025Q3: 31,709 shares; 2025Q4: 63,196 shares 63,196 $936K 0.06% +31,487 Timeline SSO 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: 4,847 shares; 2024Q4: 5,946 shares; 2025Q1: 7,371 shares; 2025Q2: 7,656 shares; 2025Q3: 8,069 shares; 2025Q4: 16,155 shares 16,155 $936K 0.06% +8,086 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,668 shares; 2024Q4: 19,941 shares; 2025Q1: 18,616 shares; 2025Q2: 19,602 shares; 2025Q3: 19,939 shares; 2025Q4: 24,241 shares 24,241 $929K 0.05% +4,302 Timeline RING 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: 12,826 shares; 2024Q4: 12,692 shares; 2025Q1: 12,492 shares; 2025Q2: 12,192 shares; 2025Q3: 12,734 shares; 2025Q4: 12,524 shares 12,524 $922K 0.05% -210 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,977 shares; 2024Q4: 18,627 shares; 2025Q1: 19,934 shares; 2025Q2: 20,791 shares; 2025Q3: 29,287 shares; 2025Q4: 38,672 shares 38,672 $915K 0.05% +9,385 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: 3,648 shares; 2024Q4: 4,249 shares; 2025Q1: 5,226 shares; 2025Q2: 4,913 shares; 2025Q3: 3,438 shares; 2025Q4: 3,438 shares 3,438 $911K 0.05% 0 Timeline SLVP 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: 30,650 shares; 2024Q4: 28,774 shares; 2025Q1: 27,562 shares; 2025Q2: 26,519 shares; 2025Q3: 26,519 shares; 2025Q4: 26,519 shares 26,519 $909K 0.05% 0 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: 2,330 shares; 2024Q4: 2,372 shares; 2025Q1: 2,364 shares; 2025Q2: 2,764 shares; 2025Q3: 2,964 shares; 2025Q4: 3,143 shares 3,143 $908K 0.05% +179 Timeline PWB 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: 7,538 shares; 2025Q3: 6,495 shares; 2025Q4: 7,114 shares 7,114 $904K 0.05% +619 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,363 shares; 2025Q2: 41,263 shares; 2025Q3: 18,567 shares; 2025Q4: 36,351 shares 36,351 $903K 0.05% +17,784 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,273 shares; 2024Q4: 20,491 shares; 2025Q1: 15,056 shares; 2025Q2: 16,446 shares; 2025Q3: 31,214 shares; 2025Q4: 21,961 shares 21,961 $886K 0.05% -9,253 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 12,407 shares; 2025Q1: 14,447 shares; 2025Q2: 14,509 shares; 2025Q3: 12,004 shares; 2025Q4: 11,542 shares 11,542 $885K 0.05% -462 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: 1,069 shares; 2024Q4: 1,047 shares; 2025Q1: 3,454 shares; 2025Q2: 3,530 shares; 2025Q3: 1,426 shares; 2025Q4: 3,399 shares 3,399 $877K 0.05% +1,973 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: 1,769 shares; 2024Q4: 1,873 shares; 2025Q1: 2,691 shares; 2025Q2: 2,943 shares; 2025Q3: 1,857 shares; 2025Q4: 3,543 shares 3,543 $872K 0.05% +1,686 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: 66,947 shares; 2025Q2: 25,567 shares; 2025Q3: 19,745 shares; 2025Q4: 20,284 shares 20,284 $863K 0.05% +539 Timeline TQQQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,220 shares; 2025Q3: 8,748 shares; 2025Q4: 16,348 shares 16,348 $862K 0.05% +7,600 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: not reported; 2024Q4: not reported; 2025Q1: 12,684 shares; 2025Q2: 16,522 shares; 2025Q3: 20,852 shares; 2025Q4: 24,243 shares 24,243 $845K 0.05% +3,391 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: not reported; 2024Q4: not reported; 2025Q1: 13,296 shares; 2025Q2: 17,181 shares; 2025Q3: 21,572 shares; 2025Q4: 25,135 shares 25,135 $842K 0.05% +3,563 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: not reported; 2024Q4: not reported; 2025Q1: 12,084 shares; 2025Q2: 15,773 shares; 2025Q3: 19,928 shares; 2025Q4: 23,236 shares 23,236 $840K 0.05% +3,308 Timeline IAPR 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: 13,974 shares; 2025Q2: 18,300 shares; 2025Q3: 23,200 shares; 2025Q4: 27,079 shares 27,079 $835K 0.05% +3,879 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,814 shares; 2025Q2: 4,914 shares; 2025Q3: 3,270 shares; 2025Q4: 7,531 shares 7,531 $818K 0.05% +4,261 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: 2,434 shares; 2024Q4: 2,774 shares; 2025Q1: 4,796 shares; 2025Q2: 4,746 shares; 2025Q3: 2,506 shares; 2025Q4: 5,666 shares 5,666 $813K 0.05% +3,160 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,314 shares; 2025Q1: 11,627 shares; 2025Q2: 11,647 shares; 2025Q3: 13,019 shares; 2025Q4: 16,265 shares 16,265 $807K 0.05% +3,246 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: 2,347 shares; 2024Q4: 2,389 shares; 2025Q1: 2,319 shares; 2025Q2: 2,428 shares; 2025Q3: 2,779 shares; 2025Q4: 2,968 shares 2,968 $805K 0.05% +189 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: 11,907 shares; 2024Q4: 12,379 shares; 2025Q1: 12,569 shares; 2025Q2: 13,012 shares; 2025Q3: 13,742 shares; 2025Q4: 14,848 shares 14,848 $801K 0.05% +1,106 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 11,314 shares; 2025Q2: 12,889 shares; 2025Q3: 13,475 shares; 2025Q4: 27,456 shares 27,456 $792K 0.05% +13,981 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: 973 shares; 2024Q4: 1,065 shares; 2025Q1: 1,164 shares; 2025Q2: 1,180 shares; 2025Q3: 1,163 shares; 2025Q4: 1,197 shares 1,197 $782K 0.05% +34 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,836 shares; 2024Q4: 11,473 shares; 2025Q1: 11,286 shares; 2025Q2: 11,911 shares; 2025Q3: 12,445 shares; 2025Q4: 12,956 shares 12,956 $782K 0.05% +511 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,893 shares; 2024Q4: 6,003 shares; 2025Q1: 5,708 shares; 2025Q2: 6,152 shares; 2025Q3: 6,632 shares; 2025Q4: 7,117 shares 7,117 $779K 0.05% +485 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 22,134 shares; 2025Q3: 19,582 shares; 2025Q4: 17,098 shares 17,098 $779K 0.05% -2,484 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 4,369 shares; 2025Q3: 4,151 shares; 2025Q4: 3,528 shares 3,528 $778K 0.05% -623 Timeline UPRO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,280 shares; 2025Q3: 7,888 shares; 2025Q4: 6,608 shares 6,608 $765K 0.05% -1,280 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: 8,448 shares; 2024Q4: 8,475 shares; 2025Q1: 8,610 shares; 2025Q2: 8,575 shares; 2025Q3: 8,246 shares; 2025Q4: 7,585 shares 7,585 $758K 0.04% -661 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.04% 0 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: 3,184 shares; 2024Q4: 3,231 shares; 2025Q1: 3,713 shares; 2025Q2: 3,728 shares; 2025Q3: 3,466 shares; 2025Q4: 4,369 shares 4,369 $747K 0.04% +903 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: 6,662 shares; 2024Q4: 5,964 shares; 2025Q1: 8,201 shares; 2025Q2: 8,156 shares; 2025Q3: 4,946 shares; 2025Q4: 8,204 shares 8,204 $726K 0.04% +3,258 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,535 shares; 2025Q2: 6,083 shares; 2025Q3: 2,165 shares; 2025Q4: 7,498 shares 7,498 $720K 0.04% +5,333 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,524 shares; 2025Q2: 6,436 shares; 2025Q3: not reported; 2025Q4: 6,346 shares 6,346 $716K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 26,837 shares; 2025Q2: 26,852 shares; 2025Q3: not reported; 2025Q4: 26,564 shares 26,564 $715K 0.04% new Timeline GDMN 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: not reported; 2025Q3: 6,070 shares; 2025Q4: 7,637 shares 7,637 $710K 0.04% +1,567 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,138 shares; 2024Q4: 9,364 shares; 2025Q1: 11,027 shares; 2025Q2: 11,388 shares; 2025Q3: 7,954 shares; 2025Q4: 8,213 shares 8,213 $709K 0.04% +259 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,037 shares; 2024Q4: 16,413 shares; 2025Q1: 18,676 shares; 2025Q2: 8,122 shares; 2025Q3: 6,754 shares; 2025Q4: 8,571 shares 8,571 $697K 0.04% +1,817 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: 2,628 shares; 2024Q4: 556 shares; 2025Q1: 756 shares; 2025Q2: 764 shares; 2025Q3: 546 shares; 2025Q4: 923 shares 923 $696K 0.04% +377 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: 2,049 shares; 2024Q4: 2,269 shares; 2025Q1: 3,268 shares; 2025Q2: 3,353 shares; 2025Q3: 3,105 shares; 2025Q4: 4,381 shares 4,381 $673K 0.04% +1,276 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: 15,645 shares; 2024Q4: 15,253 shares; 2025Q1: 14,243 shares; 2025Q2: 13,789 shares; 2025Q3: 13,795 shares; 2025Q4: 14,125 shares 14,125 $671K 0.04% +330 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: 10,053 shares; 2024Q4: 10,324 shares; 2025Q1: 10,683 shares; 2025Q2: 5,989 shares; 2025Q3: 6,271 shares; 2025Q4: 6,824 shares 6,824 $667K 0.04% +553 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: 11,142 shares; 2024Q4: 9,591 shares; 2025Q1: 66,366 shares; 2025Q2: 34,186 shares; 2025Q3: 9,341 shares; 2025Q4: 11,258 shares 11,258 $661K 0.04% +1,917 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: 2,697 shares; 2024Q4: 2,329 shares; 2025Q1: 2,465 shares; 2025Q2: 2,383 shares; 2025Q3: 1,747 shares; 2025Q4: 2,264 shares 2,264 $652K 0.04% +517 Timeline UDOW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,056 shares; 2025Q3: 8,206 shares; 2025Q4: 11,166 shares 11,166 $647K 0.04% +2,960 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: 14,954 shares; 2024Q4: 15,200 shares; 2025Q1: 15,730 shares; 2025Q2: 15,564 shares; 2025Q3: 15,928 shares; 2025Q4: 15,971 shares 15,971 $643K 0.04% +43 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,429 shares 6,429 $642K 0.04% new 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: 7,865 shares; 2024Q4: 8,906 shares; 2025Q1: 12,174 shares; 2025Q2: 11,918 shares; 2025Q3: 9,854 shares; 2025Q4: 11,667 shares 11,667 $642K 0.04% +1,813 Timeline SHLD 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: 9,485 shares; 2025Q3: 9,518 shares; 2025Q4: 9,811 shares 9,811 $636K 0.04% +293 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 245 shares; 2025Q1: 271 shares; 2025Q2: 270 shares; 2025Q3: 384 shares; 2025Q4: 4,137 shares 4,137 $634K 0.04% +3,753 Timeline VIS 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: 1,964 shares; 2024Q4: 1,871 shares; 2025Q1: 1,940 shares; 2025Q2: 1,956 shares; 2025Q3: 1,953 shares; 2025Q4: 2,114 shares 2,114 $631K 0.04% +161 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,447 shares; 2025Q1: 15,933 shares; 2025Q2: 17,538 shares; 2025Q3: 10,943 shares; 2025Q4: 18,190 shares 18,190 $623K 0.04% +7,247 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,542 shares 6,542 $622K 0.04% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,423 shares; 2024Q4: 19,437 shares; 2025Q1: 17,084 shares; 2025Q2: 17,617 shares; 2025Q3: 15,843 shares; 2025Q4: 11,597 shares 11,597 $622K 0.04% -4,246 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: 9,723 shares; 2024Q4: 10,496 shares; 2025Q1: 11,882 shares; 2025Q2: 11,497 shares; 2025Q3: 10,993 shares; 2025Q4: 12,270 shares 12,270 $617K 0.04% +1,277 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,764 shares; 2024Q4: 17,692 shares; 2025Q1: 16,471 shares; 2025Q2: 15,969 shares; 2025Q3: 11,927 shares; 2025Q4: 13,519 shares 13,519 $599K 0.04% +1,592 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: 1,251 shares; 2024Q4: 1,609 shares; 2025Q1: 1,494 shares; 2025Q2: 1,559 shares; 2025Q3: 1,362 shares; 2025Q4: 1,686 shares 1,686 $596K 0.04% +324 Timeline FLOT 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: 9,000 shares; 2025Q1: 9,886 shares; 2025Q2: 13,226 shares; 2025Q3: 4,206 shares; 2025Q4: 11,705 shares 11,705 $595K 0.04% +7,499 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: not reported; 2024Q4: not reported; 2025Q1: 4,610 shares; 2025Q2: 8,755 shares; 2025Q3: 9,371 shares; 2025Q4: 10,262 shares 10,262 $592K 0.03% +891 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: 1,568 shares; 2024Q4: 2,429 shares; 2025Q1: 3,965 shares; 2025Q2: not reported; 2025Q3: 2,351 shares; 2025Q4: 3,692 shares 3,692 $591K 0.03% +1,341 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: 572 shares; 2024Q4: 574 shares; 2025Q1: 615 shares; 2025Q2: 614 shares; 2025Q3: 877 shares; 2025Q4: 1,023 shares 1,023 $584K 0.03% +146 Timeline FNY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,379 shares 6,379 $582K 0.03% new Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,564 shares 21,564 $572K 0.03% new 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: 28,560 shares; 2024Q4: 27,772 shares; 2025Q1: 22,272 shares; 2025Q2: 22,572 shares; 2025Q3: 21,469 shares; 2025Q4: 21,809 shares 21,809 $571K 0.03% +340 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,523 shares; 2025Q1: 2,565 shares; 2025Q2: 2,697 shares; 2025Q3: 2,739 shares; 2025Q4: 3,132 shares 3,132 $570K 0.03% +393 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,680 shares; 2025Q1: 6,041 shares; 2025Q2: 6,705 shares; 2025Q3: 7,152 shares; 2025Q4: 8,372 shares 8,372 $568K 0.03% +1,220 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: 9,641 shares; 2024Q4: 9,729 shares; 2025Q1: 10,221 shares; 2025Q2: 10,682 shares; 2025Q3: 10,533 shares; 2025Q4: 12,106 shares 12,106 $567K 0.03% +1,573 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: 4,301 shares; 2024Q4: 4,344 shares; 2025Q1: 4,821 shares; 2025Q2: 4,834 shares; 2025Q3: 1,869 shares; 2025Q4: 2,106 shares 2,106 $565K 0.03% +237 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,510 shares 1,510 $564K 0.03% new 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: 893 shares; 2024Q4: 950 shares; 2025Q1: 995 shares; 2025Q2: 987 shares; 2025Q3: 1,019 shares; 2025Q4: 1,208 shares 1,208 $562K 0.03% +189 Timeline BUFF 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: 11,773 shares; 2024Q4: 11,706 shares; 2025Q1: 11,064 shares; 2025Q2: 10,949 shares; 2025Q3: 10,058 shares; 2025Q4: 11,229 shares 11,229 $560K 0.03% +1,171 Timeline AIRR 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: 6,306 shares; 2025Q1: not reported; 2025Q2: 3,202 shares; 2025Q3: 4,473 shares; 2025Q4: 5,664 shares 5,664 $557K 0.03% +1,191 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,994 shares; 2025Q1: 2,732 shares; 2025Q2: 2,645 shares; 2025Q3: 3,492 shares; 2025Q4: 3,396 shares 3,396 $553K 0.03% -96 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,543 shares 11,543 $541K 0.03% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,904 shares; 2024Q4: 8,007 shares; 2025Q1: 7,519 shares; 2025Q2: 7,803 shares; 2025Q3: 8,237 shares; 2025Q4: 8,653 shares 8,653 $541K 0.03% +416 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 12,000 shares; 2025Q4: 12,000 shares 12,000 $539K 0.03% 0 Timeline IWC 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: 3,912 shares; 2024Q4: 3,531 shares; 2025Q1: 3,315 shares; 2025Q2: 3,316 shares; 2025Q3: 3,411 shares; 2025Q4: 3,402 shares 3,402 $536K 0.03% -9 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,989 shares; 2025Q2: 4,961 shares; 2025Q3: 4,530 shares; 2025Q4: 4,525 shares 4,525 $512K 0.03% -5 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: 2,623 shares; 2024Q4: 2,409 shares; 2025Q1: 2,904 shares; 2025Q2: 2,950 shares; 2025Q3: 3,255 shares; 2025Q4: 3,986 shares 3,986 $499K 0.03% +731 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,304 shares; 2024Q4: 12,414 shares; 2025Q1: 14,812 shares; 2025Q2: 15,207 shares; 2025Q3: 11,875 shares; 2025Q4: 14,850 shares 14,850 $497K 0.03% +2,975 Timeline IGLB 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: 4,666 shares; 2024Q4: 7,466 shares; 2025Q1: 8,144 shares; 2025Q2: 9,776 shares; 2025Q3: 9,806 shares; 2025Q4: 9,792 shares 9,792 $494K 0.03% -14 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: 2,673 shares; 2024Q4: 2,739 shares; 2025Q1: 3,174 shares; 2025Q2: 2,861 shares; 2025Q3: 3,113 shares; 2025Q4: 3,033 shares 3,033 $486K 0.03% -80 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,833 shares; 2025Q3: 14,833 shares; 2025Q4: 14,833 shares 14,833 $482K 0.03% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,762 shares; 2024Q4: 5,696 shares; 2025Q1: 5,555 shares; 2025Q2: 11,420 shares; 2025Q3: 12,395 shares; 2025Q4: 11,970 shares 11,970 $480K 0.03% -425 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: 5,657 shares; 2024Q4: 5,768 shares; 2025Q1: 6,082 shares; 2025Q2: 2,213 shares; 2025Q3: 1,850 shares; 2025Q4: 2,942 shares 2,942 $478K 0.03% +1,092 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: 36,041 shares; 2024Q4: 26,376 shares; 2025Q1: 16,148 shares; 2025Q2: 15,786 shares; 2025Q3: 15,862 shares; 2025Q4: 15,779 shares 15,779 $477K 0.03% -83 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 3,981 shares; 2025Q3: 6,939 shares; 2025Q4: 5,583 shares 5,583 $474K 0.03% -1,356 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,843 shares; 2024Q4: 37,204 shares; 2025Q1: 53,182 shares; 2025Q2: 53,199 shares; 2025Q3: 36,904 shares; 2025Q4: 48,781 shares 48,781 $472K 0.03% +11,877 Timeline FMB 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: not reported; 2024Q4: not reported; 2025Q1: 8,016 shares; 2025Q2: 11,409 shares; 2025Q3: not reported; 2025Q4: 9,212 shares 9,212 $471K 0.03% new 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: 1,993 shares; 2024Q4: 4,673 shares; 2025Q1: 4,208 shares; 2025Q2: 3,737 shares; 2025Q3: 3,417 shares; 2025Q4: 3,838 shares 3,838 $467K 0.03% +421 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 2,273 shares; 2025Q1: 2,054 shares; 2025Q2: 2,026 shares; 2025Q3: 2,255 shares; 2025Q4: 2,193 shares 2,193 $463K 0.03% -62 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: 23,518 shares; 2024Q4: 7,847 shares; 2025Q1: 41,413 shares; 2025Q2: 34,039 shares; 2025Q3: 5,898 shares; 2025Q4: 5,443 shares 5,443 $456K 0.03% -455 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: 3,428 shares; 2024Q4: 3,417 shares; 2025Q1: 3,517 shares; 2025Q2: 3,517 shares; 2025Q3: 3,919 shares; 2025Q4: 4,633 shares 4,633 $449K 0.03% +714 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,271 shares; 2025Q1: 1,229 shares; 2025Q2: 1,008 shares; 2025Q3: 954 shares; 2025Q4: 956 shares 956 $448K 0.03% +2 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,678 shares; 2024Q4: 21,215 shares; 2025Q1: 18,915 shares; 2025Q2: 18,915 shares; 2025Q3: 18,915 shares; 2025Q4: 18,915 shares 18,915 $448K 0.03% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 526 shares; 2025Q4: 663 shares 663 $447K 0.03% +137 Timeline URTY 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: 4,742 shares; 2024Q4: 5,283 shares; 2025Q1: 7,217 shares; 2025Q2: 7,432 shares; 2025Q3: 8,282 shares; 2025Q4: 8,310 shares 8,310 $442K 0.03% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,500 shares 10,500 $439K 0.03% new Timeline SIL 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: 4,121 shares; 2025Q4: 5,197 shares 5,197 $434K 0.03% +1,076 Timeline NNOV 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: 15,084 shares 15,084 $433K 0.03% new 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: 7,885 shares; 2024Q4: 8,179 shares; 2025Q1: 8,633 shares; 2025Q2: 11,249 shares; 2025Q3: 13,135 shares; 2025Q4: 5,080 shares 5,080 $428K 0.03% -8,055 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: 2,684 shares; 2024Q4: 2,704 shares; 2025Q1: 2,704 shares; 2025Q2: 469 shares; 2025Q3: 359 shares; 2025Q4: 484 shares 484 $426K 0.03% +125 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: 11,039 shares; 2024Q4: 9,729 shares; 2025Q1: 23,931 shares; 2025Q2: 5,960 shares; 2025Q3: not reported; 2025Q4: 4,876 shares 4,876 $425K 0.03% new Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,961 shares; 2024Q4: 23,602 shares; 2025Q1: 21,720 shares; 2025Q2: 20,359 shares; 2025Q3: 18,745 shares; 2025Q4: 18,745 shares 18,745 $424K 0.03% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,902 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,555 shares 3,555 $424K 0.02% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,613 shares; 2024Q4: 5,641 shares; 2025Q1: 4,165 shares; 2025Q2: 4,740 shares; 2025Q3: 5,532 shares; 2025Q4: 5,221 shares 5,221 $424K 0.02% -311 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: 3,741 shares; 2025Q1: 4,713 shares; 2025Q2: 5,167 shares; 2025Q3: 5,487 shares; 2025Q4: 5,522 shares 5,522 $421K 0.02% +35 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: 1,843 shares; 2025Q4: 3,212 shares 3,212 $421K 0.02% +1,369 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,318 shares; 2025Q1: 2,394 shares; 2025Q2: 2,452 shares; 2025Q3: 2,501 shares; 2025Q4: 2,608 shares 2,608 $420K 0.02% +107 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: 8,278 shares; 2024Q4: 12,481 shares; 2025Q1: 16,982 shares; 2025Q2: 17,221 shares; 2025Q3: 12,320 shares; 2025Q4: 17,403 shares 17,403 $418K 0.02% +5,083 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,331 shares; 2025Q1: 3,328 shares; 2025Q2: 3,278 shares; 2025Q3: 3,401 shares; 2025Q4: 3,490 shares 3,490 $418K 0.02% +89 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,749 shares; 2024Q4: 5,769 shares; 2025Q1: 5,452 shares; 2025Q2: 4,219 shares; 2025Q3: 4,553 shares; 2025Q4: 4,793 shares 4,793 $417K 0.02% +240 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,272 shares; 2025Q2: 8,993 shares; 2025Q3: 8,382 shares; 2025Q4: 9,545 shares 9,545 $416K 0.02% +1,163 Timeline IXC 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: 12,189 shares; 2024Q4: 11,911 shares; 2025Q1: 10,453 shares; 2025Q2: 10,072 shares; 2025Q3: 10,072 shares; 2025Q4: 9,913 shares 9,913 $416K 0.02% -159 Timeline VGK 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: 8,774 shares; 2025Q2: 5,122 shares; 2025Q3: 5,011 shares; 2025Q4: 4,942 shares 4,942 $413K 0.02% -69 Timeline EOCT 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: 9,042 shares; 2025Q3: 11,313 shares; 2025Q4: 13,031 shares 13,031 $413K 0.02% +1,718 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,844 shares; 2024Q4: 53,989 shares; 2025Q1: 46,473 shares; 2025Q2: 42,221 shares; 2025Q3: 37,380 shares; 2025Q4: 35,735 shares 35,735 $411K 0.02% -1,645 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES 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: 5,456 shares 5,456 $411K 0.02% new Timeline FHLC 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: 5,746 shares; 2024Q4: 5,410 shares; 2025Q1: 5,331 shares; 2025Q2: 4,904 shares; 2025Q3: 4,908 shares; 2025Q4: 5,482 shares 5,482 $407K 0.02% +574 Timeline EJUL 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: 9,441 shares; 2025Q3: 11,786 shares; 2025Q4: 13,644 shares 13,644 $405K 0.02% +1,858 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 4,542 shares; 2025Q1: 4,294 shares; 2025Q2: 3,988 shares; 2025Q3: 3,165 shares; 2025Q4: 3,666 shares 3,666 $404K 0.02% +501 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,003 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,039 shares 1,039 $404K 0.02% +39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,144 shares 12,144 $401K 0.02% new 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: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: 4,587 shares; 2025Q2: 4,392 shares; 2025Q3: 2,134 shares; 2025Q4: 3,832 shares 3,832 $399K 0.02% +1,698 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,882 shares; 2025Q1: 3,756 shares; 2025Q2: 3,669 shares; 2025Q3: 3,452 shares; 2025Q4: 3,870 shares 3,870 $396K 0.02% +418 Timeline EAPR 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: 9,023 shares; 2025Q3: 11,380 shares; 2025Q4: 13,262 shares 13,262 $394K 0.02% +1,882 Timeline EJAN 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: 7,872 shares; 2025Q3: 9,954 shares; 2025Q4: 11,611 shares 11,611 $392K 0.02% +1,657 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,207 shares; 2025Q1: not reported; 2025Q2: 2,089 shares; 2025Q3: 2,251 shares; 2025Q4: 2,416 shares 2,416 $391K 0.02% +165 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,744 shares 6,744 $391K 0.02% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,784 shares; 2024Q4: 11,063 shares; 2025Q1: 13,370 shares; 2025Q2: 13,441 shares; 2025Q3: 13,405 shares; 2025Q4: 6,683 shares 6,683 $390K 0.02% -6,722 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,131 shares 8,131 $389K 0.02% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,447 shares; 2025Q1: 1,237 shares; 2025Q2: 1,253 shares; 2025Q3: 1,302 shares; 2025Q4: 1,311 shares 1,311 $388K 0.02% +9 Timeline FTC 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: 1,784 shares; 2024Q4: 1,672 shares; 2025Q1: 1,828 shares; 2025Q2: 1,828 shares; 2025Q3: 2,059 shares; 2025Q4: 2,427 shares 2,427 $388K 0.02% +368 Timeline IEF 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: 7,557 shares; 2025Q2: not reported; 2025Q3: 2,978 shares; 2025Q4: 4,006 shares 4,006 $385K 0.02% +1,028 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: 3,260 shares; 2024Q4: not reported; 2025Q1: 3,633 shares; 2025Q2: 2,583 shares; 2025Q3: 4,197 shares; 2025Q4: 4,015 shares 4,015 $382K 0.02% -182 Timeline PFRL 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: 142,529 shares; 2024Q4: 188,386 shares; 2025Q1: 20,069 shares; 2025Q2: 17,821 shares; 2025Q3: 13,223 shares; 2025Q4: 7,638 shares 7,638 $379K 0.02% -5,585 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,770 shares; 2025Q1: 2,857 shares; 2025Q2: 2,832 shares; 2025Q3: 2,628 shares; 2025Q4: 2,740 shares 2,740 $378K 0.02% +112 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: 1,194 shares 1,194 $373K 0.02% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,604 shares; 2025Q2: 3,758 shares; 2025Q3: not reported; 2025Q4: 4,223 shares 4,223 $372K 0.02% new 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: 7,069 shares; 2024Q4: 5,716 shares; 2025Q1: 5,839 shares; 2025Q2: 5,982 shares; 2025Q3: 6,342 shares; 2025Q4: 6,889 shares 6,889 $371K 0.02% +547 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: 5,683 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,598 shares 4,598 $369K 0.02% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 4,075 shares; 2025Q1: 3,781 shares; 2025Q2: 3,531 shares; 2025Q3: 3,872 shares; 2025Q4: 3,993 shares 3,993 $369K 0.02% +121 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,034 shares 8,034 $367K 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: 689 shares; 2024Q4: 689 shares; 2025Q1: 727 shares; 2025Q2: 724 shares; 2025Q3: 688 shares; 2025Q4: 742 shares 742 $364K 0.02% +54 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: 5,776 shares; 2024Q4: 5,375 shares; 2025Q1: 5,295 shares; 2025Q2: 5,838 shares; 2025Q3: 6,991 shares; 2025Q4: 7,768 shares 7,768 $361K 0.02% +777 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: not reported; 2024Q4: 2,801 shares; 2025Q1: 2,740 shares; 2025Q2: 2,728 shares; 2025Q3: 2,868 shares; 2025Q4: 2,743 shares 2,743 $361K 0.02% -125 Timeline FICS 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: 7,524 shares; 2025Q4: 8,829 shares 8,829 $354K 0.02% +1,305 Timeline JNK 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: 3,631 shares; 2024Q4: 3,606 shares; 2025Q1: 3,424 shares; 2025Q2: 3,400 shares; 2025Q3: 3,349 shares; 2025Q4: 3,641 shares 3,641 $354K 0.02% +292 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: 3,805 shares; 2024Q4: 3,386 shares; 2025Q1: 3,768 shares; 2025Q2: 5,033 shares; 2025Q3: 4,824 shares; 2025Q4: 5,506 shares 5,506 $351K 0.02% +682 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: not reported; 2025Q1: 2,529 shares; 2025Q2: 2,434 shares; 2025Q3: 2,253 shares; 2025Q4: 2,384 shares 2,384 $349K 0.02% +131 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: 29,397 shares; 2024Q4: 32,199 shares; 2025Q1: 10,714 shares; 2025Q2: 10,785 shares; 2025Q3: 10,514 shares; 2025Q4: 11,816 shares 11,816 $347K 0.02% +1,302 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,538 shares; 2024Q4: 6,142 shares; 2025Q1: 6,386 shares; 2025Q2: 6,387 shares; 2025Q3: 6,119 shares; 2025Q4: 6,521 shares 6,521 $345K 0.02% +402 Timeline PTLC PACER FDS TR More: the full row for PACER FDS 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: 6,141 shares 6,141 $341K 0.02% new Timeline NJUL 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: 8,630 shares; 2024Q4: 8,913 shares; 2025Q1: 6,725 shares; 2025Q2: 16,106 shares; 2025Q3: 22,991 shares; 2025Q4: 4,685 shares 4,685 $340K 0.02% -18,306 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 367 shares; 2025Q2: 373 shares; 2025Q3: not reported; 2025Q4: 411 shares 411 $337K 0.02% new Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS 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: 10,516 shares 10,516 $337K 0.02% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,774 shares 7,774 $334K 0.02% new Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,555 shares; 2025Q2: 5,049 shares; 2025Q3: not reported; 2025Q4: 4,945 shares 4,945 $331K 0.02% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 5,343 shares; 2025Q1: 5,347 shares; 2025Q2: 5,450 shares; 2025Q3: 4,832 shares; 2025Q4: 4,839 shares 4,839 $330K 0.02% +7 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: 3,212 shares; 2024Q4: 3,387 shares; 2025Q1: 3,601 shares; 2025Q2: 2,081 shares; 2025Q3: 2,400 shares; 2025Q4: 2,539 shares 2,539 $328K 0.02% +139 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 728 shares; 2025Q1: 714 shares; 2025Q2: 716 shares; 2025Q3: 728 shares; 2025Q4: 730 shares 730 $324K 0.02% +2 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 12,015 shares; 2025Q2: 12,015 shares; 2025Q3: 12,015 shares; 2025Q4: 9,180 shares 9,180 $324K 0.02% -2,835 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 1,438 shares; 2025Q4: 2,382 shares 2,382 $324K 0.02% +944 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: not reported; 2024Q4: not reported; 2025Q1: 20,921 shares; 2025Q2: 10,592 shares; 2025Q3: not reported; 2025Q4: 10,887 shares 10,887 $322K 0.02% new Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,811 shares; 2024Q4: 16,755 shares; 2025Q1: 14,384 shares; 2025Q2: 14,384 shares; 2025Q3: 14,419 shares; 2025Q4: 14,370 shares 14,370 $321K 0.02% -49 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,090 shares; 2025Q3: not reported; 2025Q4: 7,560 shares 7,560 $321K 0.02% new 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: 10,570 shares; 2025Q2: 10,607 shares; 2025Q3: not reported; 2025Q4: 10,356 shares 10,356 $321K 0.02% new Timeline PFM 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: 6,198 shares 6,198 $319K 0.02% new 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: 8,938 shares; 2024Q4: 8,326 shares; 2025Q1: 7,078 shares; 2025Q2: 6,254 shares; 2025Q3: 6,106 shares; 2025Q4: 5,118 shares 5,118 $318K 0.02% -988 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,105 shares 3,105 $318K 0.02% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,010 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,651 shares 3,651 $313K 0.02% new Timeline ESML 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: 6,175 shares; 2024Q4: 5,676 shares; 2025Q1: 5,477 shares; 2025Q2: 5,187 shares; 2025Q3: 5,261 shares; 2025Q4: 6,736 shares 6,736 $310K 0.02% +1,475 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: 114,043 shares; 2024Q4: 108,384 shares; 2025Q1: 116,957 shares; 2025Q2: 113,157 shares; 2025Q3: 3,314 shares; 2025Q4: 3,308 shares 3,308 $308K 0.02% -6 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: not reported; 2024Q4: not reported; 2025Q1: 1,120 shares; 2025Q2: 1,027 shares; 2025Q3: not reported; 2025Q4: 1,061 shares 1,061 $306K 0.02% new 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: 10,826 shares; 2024Q4: 11,068 shares; 2025Q1: 10,701 shares; 2025Q2: 3,649 shares; 2025Q3: 3,960 shares; 2025Q4: 4,142 shares 4,142 $304K 0.02% +182 Timeline TMFC RBB FD INC More: the full row for RBB 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: not reported; 2025Q4: 4,224 shares 4,224 $303K 0.02% new Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,987 shares; 2024Q4: 48,815 shares; 2025Q1: 56,250 shares; 2025Q2: 7,375 shares; 2025Q3: not reported; 2025Q4: 6,893 shares 6,893 $300K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,290 shares; 2025Q1: 1,366 shares; 2025Q2: 1,384 shares; 2025Q3: 1,305 shares; 2025Q4: 1,315 shares 1,315 $299K 0.02% +10 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,479 shares; 2025Q2: 1,451 shares; 2025Q3: not reported; 2025Q4: 1,379 shares 1,379 $299K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,852 shares; 2025Q4: 1,928 shares 1,928 $297K 0.02% +76 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 4,792 shares; 2025Q1: 4,562 shares; 2025Q2: 4,375 shares; 2025Q3: 4,357 shares; 2025Q4: 4,234 shares 4,234 $293K 0.02% -123 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,549 shares; 2025Q2: 1,576 shares; 2025Q3: 1,477 shares; 2025Q4: 1,564 shares 1,564 $290K 0.02% +87 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: 13,534 shares; 2024Q4: 11,775 shares; 2025Q1: 14,038 shares; 2025Q2: 12,156 shares; 2025Q3: 10,048 shares; 2025Q4: 11,507 shares 11,507 $287K 0.02% +1,459 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: not reported; 2024Q4: not reported; 2025Q1: 9,517 shares; 2025Q2: 9,517 shares; 2025Q3: not reported; 2025Q4: 9,517 shares 9,517 $286K 0.02% new Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 1,199 shares 1,199 $285K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,778 shares 3,778 $284K 0.02% new Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,648 shares; 2024Q4: 39,075 shares; 2025Q1: 126,217 shares; 2025Q2: 99,385 shares; 2025Q3: 83,884 shares; 2025Q4: 11,233 shares 11,233 $282K 0.02% -72,651 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 4,566 shares 4,566 $279K 0.02% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 966 shares 966 $277K 0.02% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,182 shares; 2025Q3: 7,341 shares; 2025Q4: 7,517 shares 7,517 $277K 0.02% +176 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,440 shares; 2025Q3: 5,453 shares; 2025Q4: 5,462 shares 5,462 $275K 0.02% +9 Timeline DFGX 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: 5,482 shares; 2024Q4: 4,787 shares; 2025Q1: 5,104 shares; 2025Q2: 5,294 shares; 2025Q3: 5,330 shares; 2025Q4: 5,226 shares 5,226 $275K 0.02% -104 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: 2,736 shares; 2024Q4: 2,967 shares; 2025Q1: 3,092 shares; 2025Q2: 3,107 shares; 2025Q3: 2,982 shares; 2025Q4: 3,130 shares 3,130 $273K 0.02% +148 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,329 shares; 2025Q2: 2,124 shares; 2025Q3: not reported; 2025Q4: 1,963 shares 1,963 $273K 0.02% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 93 shares; 2025Q3: 112 shares; 2025Q4: 135 shares 135 $273K 0.02% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,150 shares; 2025Q4: 1,130 shares 1,130 $272K 0.02% -20 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: not reported; 2025Q1: not reported; 2025Q2: 214 shares; 2025Q3: not reported; 2025Q4: 253 shares 253 $271K 0.02% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,805 shares; 2025Q2: 6,805 shares; 2025Q3: not reported; 2025Q4: 7,355 shares 7,355 $271K 0.02% new 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: 2,430 shares 2,430 $268K 0.02% new Timeline PSP 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: 5,028 shares; 2024Q4: 4,543 shares; 2025Q1: 3,984 shares; 2025Q2: 3,984 shares; 2025Q3: 3,984 shares; 2025Q4: 3,984 shares 3,984 $267K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,458 shares; 2025Q4: 3,038 shares 3,038 $266K 0.02% +580 Timeline