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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,192 shares; 2024Q4: 29,545 shares; 2025Q1: 27,587 shares; 2025Q2: 26,839 shares; 2025Q3: 26,354 shares 26,354 $16.1M 5.31% -485 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,997 shares; 2024Q4: 145,388 shares; 2025Q1: 138,548 shares; 2025Q2: 138,171 shares; 2025Q3: 136,200 shares 136,200 $10.7M 3.51% -1,971 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,681 shares; 2024Q4: 160,540 shares; 2025Q1: 151,595 shares; 2025Q2: 143,942 shares; 2025Q3: 139,742 shares 139,742 $8.37M 2.75% -4,200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,147 shares; 2024Q4: 11,488 shares; 2025Q1: 12,596 shares; 2025Q2: 14,265 shares; 2025Q3: 13,966 shares 13,966 $7.02M 2.31% -299 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,832 shares; 2024Q4: 8,306 shares; 2025Q1: 9,197 shares; 2025Q2: 10,166 shares; 2025Q3: 11,436 shares 11,436 $5.92M 1.95% +1,270 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,885 shares; 2024Q4: 20,003 shares; 2025Q1: 19,769 shares; 2025Q2: 21,676 shares; 2025Q3: 20,147 shares 20,147 $5.67M 1.86% -1,529 Timeline FTCB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168,946 shares; 2025Q2: 203,795 shares; 2025Q3: 261,250 shares 261,250 $5.57M 1.83% +57,455 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,650 shares; 2024Q4: 213,408 shares; 2025Q1: 213,701 shares; 2025Q2: 211,332 shares; 2025Q3: 210,483 shares 210,483 $5.44M 1.79% -849 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,502 shares; 2024Q4: 126,454 shares; 2025Q1: 128,625 shares; 2025Q2: 127,107 shares; 2025Q3: 124,587 shares 124,587 $5.33M 1.75% -2,520 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,981 shares; 2024Q4: 16,715 shares; 2025Q1: 19,412 shares; 2025Q2: 21,526 shares; 2025Q3: 21,708 shares 21,708 $5.29M 1.74% +182 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,137 shares; 2024Q4: 13,052 shares; 2025Q1: 13,850 shares; 2025Q2: 15,660 shares; 2025Q3: 16,698 shares 16,698 $5.27M 1.73% +1,038 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 5,610 shares; 2025Q1: 5,869 shares; 2025Q2: 6,597 shares; 2025Q3: 6,942 shares 6,942 $5.1M 1.68% +345 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,311 shares; 2024Q4: 120,690 shares; 2025Q1: 118,836 shares; 2025Q2: 108,045 shares; 2025Q3: 100,015 shares 100,015 $4.62M 1.52% -8,030 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,327 shares; 2024Q4: 20,443 shares; 2025Q1: 20,646 shares; 2025Q2: 24,274 shares; 2025Q3: 28,474 shares 28,474 $4.62M 1.52% +4,200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,024 shares; 2024Q4: 85,453 shares; 2025Q1: 87,784 shares; 2025Q2: 89,402 shares; 2025Q3: 88,759 shares 88,759 $4.5M 1.48% -643 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,069 shares; 2024Q4: 10,985 shares; 2025Q1: 9,919 shares; 2025Q2: 9,770 shares; 2025Q3: 9,805 shares 9,805 $4.48M 1.47% +35 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,248 shares; 2024Q4: 181,185 shares; 2025Q1: 128,654 shares; 2025Q2: 115,462 shares; 2025Q3: 96,642 shares 96,642 $4.29M 1.41% -18,820 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,690 shares; 2024Q4: 110,468 shares; 2025Q1: 116,435 shares; 2025Q2: 109,078 shares; 2025Q3: 106,682 shares 106,682 $4.06M 1.33% -2,396 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,786 shares; 2024Q4: 66,872 shares; 2025Q1: 60,560 shares; 2025Q2: 50,298 shares; 2025Q3: 43,030 shares 43,030 $4.03M 1.33% -7,268 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,747 shares; 2024Q4: 80,808 shares; 2025Q1: 79,558 shares; 2025Q2: 74,912 shares; 2025Q3: 71,719 shares 71,719 $3.75M 1.23% -3,193 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,688 shares; 2024Q4: 12,612 shares; 2025Q1: 13,412 shares; 2025Q2: 13,546 shares; 2025Q3: 14,685 shares 14,685 $3.74M 1.23% +1,139 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,436 shares; 2024Q4: 25,416 shares; 2025Q1: 29,941 shares; 2025Q2: 34,002 shares; 2025Q3: 37,139 shares 37,139 $3.55M 1.17% +3,137 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 479 shares; 2025Q1: 531 shares; 2025Q2: 593 shares; 2025Q3: 653 shares 653 $3.53M 1.16% +60 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,828 shares; 2024Q4: 26,176 shares; 2025Q1: 26,955 shares; 2025Q2: 29,180 shares; 2025Q3: 30,465 shares 30,465 $3.43M 1.13% +1,285 Timeline LMBS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,336 shares; 2024Q4: 55,587 shares; 2025Q1: 59,859 shares; 2025Q2: 66,661 shares; 2025Q3: 68,647 shares 68,647 $3.42M 1.12% +1,986 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,696 shares; 2024Q4: 24,958 shares; 2025Q1: 28,866 shares; 2025Q2: 34,573 shares; 2025Q3: 40,457 shares 40,457 $3.39M 1.12% +5,884 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: 6,150 shares; 2025Q1: 6,532 shares; 2025Q2: 7,607 shares; 2025Q3: 9,142 shares 9,142 $3.12M 1.03% +1,535 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,316 shares; 2024Q4: 58,498 shares; 2025Q1: 57,285 shares; 2025Q2: 55,567 shares; 2025Q3: 55,336 shares 55,336 $3M 0.99% -231 Timeline LGOV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,385 shares; 2024Q4: 98,771 shares; 2025Q1: 109,047 shares; 2025Q2: 121,758 shares; 2025Q3: 128,733 shares 128,733 $2.8M 0.92% +6,975 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,659 shares; 2024Q4: 7,238 shares; 2025Q1: 7,109 shares; 2025Q2: 7,774 shares; 2025Q3: 8,043 shares 8,043 $2.75M 0.9% +269 Timeline FIIG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,561 shares; 2024Q4: 85,277 shares; 2025Q1: 98,327 shares; 2025Q2: 108,957 shares; 2025Q3: 127,499 shares 127,499 $2.71M 0.89% +18,542 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,920 shares; 2024Q4: 58,646 shares; 2025Q1: 58,849 shares; 2025Q2: 58,271 shares; 2025Q3: 57,461 shares 57,461 $2.69M 0.88% -810 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,908 shares; 2024Q4: 57,914 shares; 2025Q1: 57,518 shares; 2025Q2: 53,231 shares; 2025Q3: 53,003 shares 53,003 $2.62M 0.86% -228 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,013 shares; 2024Q4: 21,579 shares; 2025Q1: 17,711 shares; 2025Q2: 16,248 shares; 2025Q3: 15,622 shares 15,622 $2.51M 0.83% -626 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,415 shares; 2024Q4: 35,494 shares; 2025Q1: 32,979 shares; 2025Q2: 31,852 shares; 2025Q3: 31,349 shares 31,349 $2.47M 0.81% -503 Timeline FSIG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,395 shares; 2024Q4: 89,876 shares; 2025Q1: 103,069 shares; 2025Q2: 120,089 shares; 2025Q3: 126,483 shares 126,483 $2.43M 0.8% +6,394 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,933 shares; 2024Q4: 27,594 shares; 2025Q1: 27,828 shares; 2025Q2: 25,750 shares; 2025Q3: 23,933 shares 23,933 $2.36M 0.78% -1,817 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,938 shares; 2025Q1: 60,727 shares; 2025Q2: 60,054 shares; 2025Q3: 58,306 shares 58,306 $2.22M 0.73% -1,748 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 6,075 shares; 2025Q1: 6,694 shares; 2025Q2: 7,912 shares; 2025Q3: 8,661 shares 8,661 $2.13M 0.7% +749 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,850 shares; 2024Q4: 14,857 shares; 2025Q1: 16,677 shares; 2025Q2: 19,933 shares; 2025Q3: 22,226 shares 22,226 $2.12M 0.7% +2,293 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,497 shares; 2024Q4: 11,612 shares; 2025Q1: 10,402 shares; 2025Q2: 10,062 shares; 2025Q3: 10,036 shares 10,036 $2.1M 0.69% -26 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,399 shares; 2024Q4: 11,295 shares; 2025Q1: 12,088 shares; 2025Q2: 14,324 shares; 2025Q3: 16,098 shares 16,098 $2.06M 0.68% +1,774 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,390 shares; 2024Q4: 17,516 shares; 2025Q1: 26,778 shares; 2025Q2: 31,445 shares; 2025Q3: 34,279 shares 34,279 $2.03M 0.67% +2,834 AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,577 shares; 2025Q2: 3,068 shares; 2025Q3: 9,730 shares 9,730 $1.99M 0.66% +6,662 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,848 shares; 2024Q4: 12,577 shares; 2025Q1: 14,010 shares; 2025Q2: 16,713 shares; 2025Q3: 18,046 shares 18,046 $1.97M 0.65% +1,333 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,568 shares; 2024Q4: 38,197 shares; 2025Q1: 37,833 shares; 2025Q2: 36,981 shares; 2025Q3: 36,866 shares 36,866 $1.95M 0.64% -115 Timeline FTA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,273 shares; 2024Q4: 30,871 shares; 2025Q1: 26,966 shares; 2025Q2: 23,274 shares; 2025Q3: 22,209 shares 22,209 $1.85M 0.61% -1,065 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,625 shares; 2024Q4: 10,707 shares; 2025Q1: 12,211 shares; 2025Q2: 17,045 shares; 2025Q3: 19,456 shares 19,456 $1.84M 0.61% +2,411 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,270 shares; 2024Q4: 28,224 shares; 2025Q1: 33,599 shares; 2025Q2: 35,618 shares; 2025Q3: 43,287 shares 43,287 $1.82M 0.6% +7,669 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,355 shares; 2025Q1: 1,605 shares; 2025Q2: 1,984 shares; 2025Q3: 2,326 shares 2,326 $1.8M 0.59% +342 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,844 shares; 2025Q1: 3,402 shares; 2025Q2: 3,933 shares; 2025Q3: 5,548 shares 5,548 $1.79M 0.59% +1,615 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,931 shares; 2024Q4: 38,905 shares; 2025Q1: 45,406 shares; 2025Q2: 50,982 shares; 2025Q3: 56,746 shares 56,746 $1.78M 0.59% +5,764 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,979 shares; 2024Q4: 33,467 shares; 2025Q1: 30,798 shares; 2025Q2: 25,429 shares; 2025Q3: 22,948 shares 22,948 $1.73M 0.57% -2,481 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,124 shares; 2024Q4: 6,414 shares; 2025Q1: 7,494 shares; 2025Q2: 6,909 shares; 2025Q3: 6,839 shares 6,839 $1.5M 0.49% -70 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,699 shares; 2025Q1: 5,640 shares; 2025Q2: 7,167 shares; 2025Q3: 7,935 shares 7,935 $1.49M 0.49% +768 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,343 shares; 2024Q4: 19,986 shares; 2025Q1: 21,988 shares; 2025Q2: 25,742 shares; 2025Q3: 28,382 shares 28,382 $1.46M 0.48% +2,640 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,324 shares; 2024Q4: 32,100 shares; 2025Q1: 32,688 shares; 2025Q2: 32,712 shares; 2025Q3: 33,535 shares 33,535 $1.46M 0.48% +823 Timeline BUFG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,104 shares; 2024Q4: 55,409 shares; 2025Q1: 55,409 shares; 2025Q2: 52,944 shares; 2025Q3: 52,944 shares 52,944 $1.43M 0.47% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,722 shares; 2024Q4: 5,069 shares; 2025Q1: 5,453 shares; 2025Q2: 5,433 shares; 2025Q3: 5,071 shares 5,071 $1.42M 0.47% -362 Timeline AFLG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,986 shares; 2025Q2: 17,400 shares; 2025Q3: 36,089 shares 36,089 $1.4M 0.46% +18,689 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,399 shares; 2024Q4: 29,901 shares; 2025Q1: 28,567 shares; 2025Q2: 26,773 shares; 2025Q3: 24,247 shares 24,247 $1.38M 0.46% -2,526 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,316 shares; 2024Q4: 32,602 shares; 2025Q1: 30,864 shares; 2025Q2: 29,847 shares; 2025Q3: 29,456 shares 29,456 $1.38M 0.45% -391 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,603 shares; 2024Q4: 15,799 shares; 2025Q1: 17,153 shares; 2025Q2: 20,021 shares; 2025Q3: 14,497 shares 14,497 $1.32M 0.43% -5,524 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,523 shares; 2025Q1: 2,416 shares; 2025Q2: 2,318 shares; 2025Q3: 2,320 shares 2,320 $1.31M 0.43% +2 Timeline FTGS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,732 shares; 2024Q4: 14,441 shares; 2025Q1: 29,834 shares; 2025Q2: 33,912 shares; 2025Q3: 34,839 shares 34,839 $1.25M 0.41% +927 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 3,452 shares; 2025Q1: 3,780 shares; 2025Q2: 5,123 shares; 2025Q3: 6,555 shares 6,555 $1.22M 0.4% +1,432 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,830 shares; 2025Q1: 1,649 shares; 2025Q2: 1,885 shares; 2025Q3: 1,821 shares 1,821 $1.22M 0.4% -64 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,634 shares; 2024Q4: 18,765 shares; 2025Q1: 18,860 shares; 2025Q2: 23,080 shares; 2025Q3: 25,694 shares 25,694 $1.21M 0.4% +2,614 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,576 shares; 2024Q4: 17,450 shares; 2025Q1: 18,150 shares; 2025Q2: 18,153 shares; 2025Q3: 17,870 shares 17,870 $1.2M 0.4% -283 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,121 shares; 2024Q4: 16,674 shares; 2025Q1: 15,963 shares; 2025Q2: 15,424 shares; 2025Q3: 15,296 shares 15,296 $1.19M 0.39% -128 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,807 shares; 2024Q4: 6,673 shares; 2025Q1: 7,522 shares; 2025Q2: 9,157 shares; 2025Q3: 14,515 shares 14,515 $1.18M 0.39% +5,358 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,502 shares; 2024Q4: 10,502 shares; 2025Q1: 10,502 shares; 2025Q2: 10,502 shares; 2025Q3: 10,502 shares 10,502 $1.17M 0.39% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,345 shares; 2024Q4: 38,441 shares; 2025Q1: 41,138 shares; 2025Q2: 40,934 shares; 2025Q3: 42,114 shares 42,114 $1.13M 0.37% +1,180 Timeline BLV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,589 shares; 2024Q4: 17,448 shares; 2025Q1: 16,388 shares; 2025Q2: 15,804 shares; 2025Q3: 15,839 shares 15,839 $1.12M 0.37% +35 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,169 shares; 2024Q4: 19,573 shares; 2025Q1: 22,393 shares; 2025Q2: 20,799 shares; 2025Q3: 20,180 shares 20,180 $1.11M 0.37% -619 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,416 shares; 2024Q4: 25,563 shares; 2025Q1: 27,288 shares; 2025Q2: 27,614 shares; 2025Q3: 23,723 shares 23,723 $1.1M 0.36% -3,891 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,666 shares; 2025Q1: 2,715 shares; 2025Q2: 2,719 shares; 2025Q3: 2,668 shares 2,668 $1.08M 0.36% -51 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,252 shares; 2024Q4: 21,383 shares; 2025Q1: 22,454 shares; 2025Q2: 22,562 shares; 2025Q3: 18,861 shares 18,861 $1.08M 0.35% -3,701 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,983 shares; 2024Q4: 16,053 shares; 2025Q1: 18,565 shares; 2025Q2: 21,029 shares; 2025Q3: 23,498 shares 23,498 $1.05M 0.35% +2,469 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,649 shares; 2025Q1: 1,636 shares; 2025Q2: 1,580 shares; 2025Q3: 1,578 shares 1,578 $1.05M 0.35% -2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,765 shares; 2024Q4: 19,413 shares; 2025Q1: 20,333 shares; 2025Q2: 19,214 shares; 2025Q3: 20,250 shares 20,250 $1.02M 0.34% +1,036 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,580 shares; 2025Q1: 1,577 shares; 2025Q2: 1,556 shares; 2025Q3: 1,640 shares 1,640 $985K 0.32% +84 Timeline FSMB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,805 shares; 2024Q4: 54,492 shares; 2025Q1: 54,215 shares; 2025Q2: 50,104 shares; 2025Q3: 48,942 shares 48,942 $983K 0.32% -1,162 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,135 shares; 2024Q4: 17,085 shares; 2025Q1: 20,300 shares; 2025Q2: 21,513 shares; 2025Q3: 20,884 shares 20,884 $969K 0.32% -629 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,824 shares; 2024Q4: 5,534 shares; 2025Q1: 6,001 shares; 2025Q2: 6,646 shares; 2025Q3: 6,785 shares 6,785 $953K 0.31% +139 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 4,157 shares; 2025Q1: 4,465 shares; 2025Q2: 5,112 shares; 2025Q3: 5,619 shares 5,619 $940K 0.31% +507 Timeline SHRY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,533 shares; 2024Q4: 21,539 shares; 2025Q1: 21,541 shares; 2025Q2: 21,545 shares; 2025Q3: 21,558 shares 21,558 $925K 0.3% +13 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,141 shares; 2025Q1: 33,424 shares; 2025Q2: 34,753 shares; 2025Q3: 35,003 shares 35,003 $907K 0.3% +250 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,742 shares; 2024Q4: 5,661 shares; 2025Q1: 7,568 shares; 2025Q2: 7,872 shares; 2025Q3: 7,722 shares 7,722 $884K 0.29% -150 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,080 shares; 2024Q4: 8,548 shares; 2025Q1: 10,255 shares; 2025Q2: 8,549 shares; 2025Q3: 8,551 shares 8,551 $881K 0.29% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,365 shares; 2024Q4: 14,327 shares; 2025Q1: 19,339 shares; 2025Q2: 18,034 shares; 2025Q3: 17,569 shares 17,569 $881K 0.29% -465 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 2,030 shares; 2025Q1: 2,634 shares; 2025Q2: 2,833 shares; 2025Q3: 3,121 shares 3,121 $880K 0.29% +288 Timeline GWX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,326 shares; 2024Q4: 23,311 shares; 2025Q1: 22,967 shares; 2025Q2: 22,655 shares; 2025Q3: 21,788 shares 21,788 $875K 0.29% -867 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,306 shares; 2024Q4: 13,143 shares; 2025Q1: 12,835 shares; 2025Q2: 11,319 shares; 2025Q3: 16,523 shares 16,523 $858K 0.28% +5,204 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 5,944 shares; 2025Q1: 7,169 shares; 2025Q2: 8,149 shares; 2025Q3: 9,047 shares 9,047 $809K 0.27% +898 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,030 shares; 2024Q4: 17,831 shares; 2025Q1: 37,028 shares; 2025Q2: 39,581 shares; 2025Q3: 42,130 shares 42,130 $768K 0.25% +2,549 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,697 shares; 2024Q4: 12,175 shares; 2025Q1: 11,855 shares; 2025Q2: 11,614 shares; 2025Q3: 11,385 shares 11,385 $755K 0.25% -229 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,323 shares; 2024Q4: 19,568 shares; 2025Q1: 20,207 shares; 2025Q2: 18,634 shares; 2025Q3: 18,503 shares 18,503 $754K 0.25% -131 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,269 shares; 2025Q1: 1,524 shares; 2025Q2: 1,539 shares; 2025Q3: 1,281 shares 1,281 $729K 0.24% -258 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,206 shares; 2024Q4: 9,722 shares; 2025Q1: 8,794 shares; 2025Q2: 8,999 shares; 2025Q3: 8,540 shares 8,540 $722K 0.24% -459 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,356 shares; 2024Q4: 10,311 shares; 2025Q1: 10,365 shares; 2025Q2: 11,060 shares; 2025Q3: 11,064 shares 11,064 $722K 0.24% +4 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,524 shares; 2024Q4: 2,519 shares; 2025Q1: 2,786 shares; 2025Q2: 2,451 shares; 2025Q3: 2,369 shares 2,369 $720K 0.24% -82 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,981 shares; 2024Q4: 13,897 shares; 2025Q1: 27,388 shares; 2025Q2: 27,834 shares; 2025Q3: 21,538 shares 21,538 $720K 0.24% -6,296 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 3,285 shares; 2025Q1: 3,753 shares; 2025Q2: 3,742 shares; 2025Q3: 3,779 shares 3,779 $718K 0.24% +37 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 5,673 shares; 2025Q1: 7,622 shares; 2025Q2: 8,371 shares; 2025Q3: 6,820 shares 6,820 $713K 0.23% -1,551 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,625 shares; 2025Q1: 2,562 shares; 2025Q2: 2,567 shares; 2025Q3: 2,507 shares 2,507 $708K 0.23% -60 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,767 shares; 2024Q4: 22,647 shares; 2025Q1: 21,411 shares; 2025Q2: 21,303 shares; 2025Q3: 25,848 shares 25,848 $706K 0.23% +4,545 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,371 shares; 2024Q4: 3,959 shares; 2025Q1: 4,223 shares; 2025Q2: 3,915 shares; 2025Q3: 3,680 shares 3,680 $682K 0.22% -235 Timeline GAUG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,319 shares; 2024Q4: 9,319 shares; 2025Q1: 9,319 shares; 2025Q2: 9,319 shares; 2025Q3: 17,596 shares 17,596 $679K 0.22% +8,277 Timeline FSCS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,639 shares; 2024Q4: 18,640 shares; 2025Q1: 18,303 shares; 2025Q2: 18,304 shares; 2025Q3: 18,307 shares 18,307 $672K 0.22% +3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 1,829 shares; 2025Q1: 1,935 shares; 2025Q2: 1,945 shares; 2025Q3: 1,933 shares 1,933 $667K 0.22% -12 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,245 shares; 2024Q4: 14,289 shares; 2025Q1: 14,269 shares; 2025Q2: 14,270 shares; 2025Q3: 14,445 shares 14,445 $661K 0.22% +175 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 3,839 shares; 2025Q1: 4,326 shares; 2025Q2: 4,290 shares; 2025Q3: 3,940 shares 3,940 $655K 0.22% -350 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,359 shares; 2024Q4: 15,206 shares; 2025Q1: 26,614 shares; 2025Q2: 26,532 shares; 2025Q3: 25,978 shares 25,978 $654K 0.22% -554 Timeline AFMC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,039 shares 19,039 $653K 0.21% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,605 shares; 2025Q3: 16,605 shares 16,605 $652K 0.21% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,606 shares; 2025Q1: 1,584 shares; 2025Q2: 1,983 shares; 2025Q3: 2,290 shares 2,290 $646K 0.21% +307 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,101 shares; 2024Q4: 2,281 shares; 2025Q1: 2,543 shares; 2025Q2: 2,471 shares; 2025Q3: 1,994 shares 1,994 $623K 0.2% -477 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,434 shares; 2025Q1: 3,494 shares; 2025Q2: 3,460 shares; 2025Q3: 3,331 shares 3,331 $612K 0.2% -129 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 12,325 shares; 2025Q1: 12,780 shares; 2025Q2: 11,971 shares; 2025Q3: 10,483 shares 10,483 $603K 0.2% -1,488 Timeline FMF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,727 shares; 2024Q4: 9,694 shares; 2025Q1: 9,934 shares; 2025Q2: 11,427 shares; 2025Q3: 12,164 shares 12,164 $592K 0.19% +737 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: 2,850 shares; 2025Q1: 3,325 shares; 2025Q2: 3,323 shares; 2025Q3: 2,835 shares 2,835 $587K 0.19% -488 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,131 shares; 2025Q1: 2,129 shares; 2025Q2: 2,126 shares; 2025Q3: 2,123 shares 2,123 $581K 0.19% -3 Timeline SRLN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,675 shares; 2024Q4: 9,561 shares; 2025Q1: 14,155 shares; 2025Q2: 14,150 shares; 2025Q3: 13,926 shares 13,926 $579K 0.19% -224 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,044 shares; 2025Q1: 1,168 shares; 2025Q2: 1,193 shares; 2025Q3: 1,194 shares 1,194 $570K 0.19% +1 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,823 shares; 2025Q2: 19,791 shares; 2025Q3: 19,746 shares 19,746 $566K 0.19% -45 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 353 shares; 2025Q1: 352 shares; 2025Q2: 472 shares; 2025Q3: 578 shares 578 $535K 0.18% +106 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,606 shares; 2025Q1: 3,223 shares; 2025Q2: 3,485 shares; 2025Q3: 3,770 shares 3,770 $531K 0.17% +285 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: 9,995 shares; 2025Q1: 9,695 shares; 2025Q2: 8,913 shares; 2025Q3: 9,595 shares 9,595 $525K 0.17% +682 Timeline FTHI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,750 shares; 2024Q4: 26,750 shares; 2025Q1: 26,750 shares; 2025Q2: 27,097 shares; 2025Q3: 21,602 shares 21,602 $512K 0.17% -5,495 Timeline XIJN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,367 shares 16,367 $509K 0.17% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,879 shares; 2024Q4: 32,209 shares; 2025Q1: 26,236 shares; 2025Q2: 15,661 shares; 2025Q3: 15,007 shares 15,007 $509K 0.17% -654 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,562 shares; 2024Q4: 9,562 shares; 2025Q1: 9,562 shares; 2025Q2: 8,575 shares; 2025Q3: 9,000 shares 9,000 $504K 0.17% +425 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,008 shares; 2024Q4: 19,011 shares; 2025Q1: 17,188 shares; 2025Q2: 17,195 shares; 2025Q3: 17,754 shares 17,754 $501K 0.16% +559 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,413 shares; 2024Q4: 12,352 shares; 2025Q1: 11,640 shares; 2025Q2: 11,471 shares; 2025Q3: 11,365 shares 11,365 $499K 0.16% -106 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,160 shares; 2024Q4: 15,320 shares; 2025Q1: 9,754 shares; 2025Q2: 11,900 shares; 2025Q3: 11,461 shares 11,461 $499K 0.16% -439 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,615 shares; 2024Q4: 6,906 shares; 2025Q1: 6,993 shares; 2025Q2: 7,070 shares; 2025Q3: 8,037 shares 8,037 $489K 0.16% +967 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,000 shares; 2025Q1: 988 shares; 2025Q2: 1,112 shares; 2025Q3: 1,096 shares 1,096 $487K 0.16% -16 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 1,667 shares; 2025Q1: 1,840 shares; 2025Q2: 1,848 shares; 2025Q3: 1,739 shares 1,739 $474K 0.16% -109 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,141 shares; 2025Q1: 6,482 shares; 2025Q2: 7,071 shares; 2025Q3: 7,244 shares 7,244 $471K 0.15% +173 Timeline GJUL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,849 shares; 2024Q4: 9,849 shares; 2025Q1: 9,849 shares; 2025Q2: 9,849 shares; 2025Q3: 11,529 shares 11,529 $468K 0.15% +1,680 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares 6,038 $460K 0.15% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,404 shares; 2024Q4: 23,533 shares; 2025Q1: 23,352 shares; 2025Q2: 22,143 shares; 2025Q3: 9,610 shares 9,610 $457K 0.15% -12,533 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,886 shares; 2025Q1: 2,171 shares; 2025Q2: 1,928 shares; 2025Q3: 1,933 shares 1,933 $448K 0.15% +5 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,394 shares; 2024Q4: 9,405 shares; 2025Q1: 9,252 shares; 2025Q2: 8,993 shares; 2025Q3: 8,600 shares 8,600 $434K 0.14% -393 Timeline KNG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,771 shares; 2024Q4: 10,734 shares; 2025Q1: 8,853 shares; 2025Q2: 9,018 shares; 2025Q3: 8,798 shares 8,798 $434K 0.14% -220 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,248 shares; 2025Q3: 9,866 shares 9,866 $433K 0.14% +3,618 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,170 shares; 2025Q1: 1,450 shares; 2025Q2: 1,445 shares; 2025Q3: 1,359 shares 1,359 $432K 0.14% -86 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 1,180 shares; 2025Q1: 1,607 shares; 2025Q2: 1,794 shares; 2025Q3: 1,814 shares 1,814 $430K 0.14% +20 Timeline FTLS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,379 shares; 2024Q4: 5,339 shares; 2025Q1: 5,357 shares; 2025Q2: 5,966 shares; 2025Q3: 6,069 shares 6,069 $425K 0.14% +103 Timeline SMAY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,890 shares; 2024Q4: 28,650 shares; 2025Q1: 28,400 shares; 2025Q2: 27,365 shares; 2025Q3: 16,675 shares 16,675 $422K 0.14% -10,690 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,322 shares; 2024Q4: 5,322 shares; 2025Q1: 5,322 shares; 2025Q2: 5,322 shares; 2025Q3: 5,011 shares 5,011 $413K 0.14% -311 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,207 shares; 2024Q4: 5,990 shares; 2025Q1: 6,000 shares; 2025Q2: 6,022 shares; 2025Q3: 5,874 shares 5,874 $400K 0.13% -148 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 385 shares; 2025Q1: 388 shares; 2025Q2: 361 shares; 2025Q3: 340 shares 340 $396K 0.13% -21 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,040 shares; 2024Q4: 9,148 shares; 2025Q1: 9,107 shares; 2025Q2: 8,953 shares; 2025Q3: 8,539 shares 8,539 $390K 0.13% -414 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,485 shares; 2025Q1: 8,680 shares; 2025Q2: 7,857 shares; 2025Q3: 7,798 shares 7,798 $384K 0.13% -59 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,189 shares; 2024Q4: 2,153 shares; 2025Q1: 1,335 shares; 2025Q2: 1,392 shares; 2025Q3: 1,372 shares 1,372 $384K 0.13% -20 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,583 shares; 2024Q4: 7,529 shares; 2025Q1: 7,647 shares; 2025Q2: 7,604 shares; 2025Q3: 7,842 shares 7,842 $379K 0.12% +238 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,628 shares; 2024Q4: 5,105 shares; 2025Q1: 3,763 shares; 2025Q2: 3,003 shares; 2025Q3: 2,806 shares 2,806 $377K 0.12% -197 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,852 shares; 2024Q4: 7,068 shares; 2025Q1: 7,068 shares; 2025Q2: 7,057 shares; 2025Q3: 9,731 shares 9,731 $371K 0.12% +2,674 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,115 shares; 2024Q4: 8,115 shares; 2025Q1: 8,849 shares; 2025Q2: 8,849 shares; 2025Q3: 8,849 shares 8,849 $369K 0.12% 0 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,901 shares; 2024Q4: 27,793 shares; 2025Q1: 17,821 shares; 2025Q2: 17,737 shares; 2025Q3: 16,890 shares 16,890 $361K 0.12% -847 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 697 shares; 2025Q1: 1,091 shares; 2025Q2: 1,079 shares; 2025Q3: 1,018 shares 1,018 $359K 0.12% -61 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,507 shares; 2025Q1: 4,471 shares; 2025Q2: 4,392 shares; 2025Q3: 3,627 shares 3,627 $346K 0.11% -765 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,166 shares; 2024Q4: 4,166 shares; 2025Q1: 4,213 shares; 2025Q2: 4,095 shares; 2025Q3: 4,095 shares 4,095 $344K 0.11% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,086 shares; 2025Q2: 1,031 shares; 2025Q3: 1,029 shares 1,029 $338K 0.11% -2 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,771 shares; 2024Q4: 6,714 shares; 2025Q1: 6,633 shares; 2025Q2: 7,208 shares; 2025Q3: 6,556 shares 6,556 $336K 0.11% -652 Timeline FID 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,302 shares; 2024Q4: 16,329 shares; 2025Q1: 16,490 shares; 2025Q2: 16,530 shares; 2025Q3: 16,425 shares 16,425 $324K 0.11% -105 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,110 shares; 2024Q4: 20,109 shares; 2025Q1: 17,434 shares; 2025Q2: 17,376 shares; 2025Q3: 16,741 shares 16,741 $323K 0.11% -635 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,823 shares; 2024Q4: 3,690 shares; 2025Q1: 3,690 shares; 2025Q2: 3,690 shares; 2025Q3: 3,690 shares 3,690 $322K 0.11% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,180 shares 3,180 $319K 0.1% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,890 shares; 2025Q1: 3,653 shares; 2025Q2: 3,701 shares; 2025Q3: 3,421 shares 3,421 $319K 0.1% -280 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,603 shares 2,603 $316K 0.1% new Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,584 shares; 2024Q4: 8,474 shares; 2025Q1: 8,675 shares; 2025Q2: 10,112 shares; 2025Q3: 10,346 shares 10,346 $315K 0.1% +234 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,327 shares; 2025Q1: 1,328 shares; 2025Q2: 1,330 shares; 2025Q3: 1,316 shares 1,316 $311K 0.1% -14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,580 shares; 2025Q3: 1,920 shares 1,920 $311K 0.1% +340 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 7,374 shares; 2025Q1: 8,493 shares; 2025Q2: 8,490 shares; 2025Q3: 8,464 shares 8,464 $310K 0.1% -26 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,243 shares; 2024Q4: 5,243 shares; 2025Q1: 5,243 shares; 2025Q2: 5,243 shares; 2025Q3: 4,577 shares 4,577 $309K 0.1% -666 Timeline XIMR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,084 shares; 2024Q4: 14,723 shares; 2025Q1: 10,280 shares; 2025Q2: 9,755 shares; 2025Q3: 9,755 shares 9,755 $305K 0.1% 0 Timeline XISE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,705 shares; 2024Q4: 19,418 shares; 2025Q1: 20,256 shares; 2025Q2: 9,631 shares; 2025Q3: 9,883 shares 9,883 $299K 0.1% +252 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 2,157 shares; 2025Q1: 1,940 shares; 2025Q2: 1,920 shares; 2025Q3: 1,925 shares 1,925 $296K 0.1% +5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 4,683 shares; 2025Q1: 4,884 shares; 2025Q2: 4,508 shares; 2025Q3: 4,643 shares 4,643 $294K 0.1% +135 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,420 shares; 2024Q4: 19,241 shares; 2025Q1: 12,684 shares; 2025Q2: 12,674 shares; 2025Q3: 12,216 shares 12,216 $292K 0.1% -458 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 377 shares; 2025Q1: 381 shares; 2025Q2: 388 shares; 2025Q3: 391 shares 391 $292K 0.1% +3 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,553 shares; 2025Q1: 2,535 shares; 2025Q2: 2,343 shares; 2025Q3: 2,365 shares 2,365 $290K 0.1% +22 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,965 shares 2,965 $287K 0.09% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,353 shares; 2024Q4: 7,280 shares; 2025Q1: 7,025 shares; 2025Q2: 7,073 shares; 2025Q3: 7,073 shares 7,073 $286K 0.09% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,602 shares; 2024Q4: 10,471 shares; 2025Q1: 9,641 shares; 2025Q2: 9,521 shares; 2025Q3: 11,211 shares 11,211 $286K 0.09% +1,690 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 3,871 shares; 2025Q1: 3,798 shares; 2025Q2: 3,798 shares; 2025Q3: 3,454 shares 3,454 $279K 0.09% -344 Timeline XIDE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,206 shares; 2024Q4: 12,206 shares; 2025Q1: 12,206 shares; 2025Q2: 12,206 shares; 2025Q3: 9,164 shares 9,164 $278K 0.09% -3,042 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,607 shares; 2024Q4: 9,512 shares; 2025Q1: 9,486 shares; 2025Q2: 9,953 shares; 2025Q3: 10,211 shares 10,211 $277K 0.09% +258 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,206 shares; 2025Q1: 7,206 shares; 2025Q2: 7,206 shares; 2025Q3: 7,206 shares 7,206 $276K 0.09% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 4,184 shares; 2025Q1: 3,966 shares; 2025Q2: 3,971 shares; 2025Q3: 3,652 shares 3,652 $276K 0.09% -319 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 2,676 shares; 2025Q1: 2,382 shares; 2025Q2: 2,217 shares; 2025Q3: 2,224 shares 2,224 $275K 0.09% +7 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 939 shares; 2025Q2: 952 shares; 2025Q3: 921 shares 921 $274K 0.09% -31 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,379 shares 11,379 $268K 0.09% new Timeline AFSM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,174 shares 8,174 $267K 0.09% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 1,829 shares; 2025Q1: 1,830 shares; 2025Q2: 1,831 shares; 2025Q3: 1,722 shares 1,722 $267K 0.09% -109 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 2,078 shares; 2025Q1: 1,979 shares; 2025Q2: 1,981 shares; 2025Q3: 1,983 shares 1,983 $266K 0.09% +2 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,478 shares 5,478 $263K 0.09% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 241 shares 241 $260K 0.09% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 4,644 shares; 2025Q1: 4,646 shares; 2025Q2: 4,661 shares; 2025Q3: 4,663 shares 4,663 $260K 0.09% +2 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,806 shares; 2024Q4: not reported; 2025Q1: 3,797 shares; 2025Q2: 4,130 shares; 2025Q3: 3,956 shares 3,956 $258K 0.08% -174 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,847 shares; 2024Q4: 2,767 shares; 2025Q1: 2,663 shares; 2025Q2: 2,663 shares; 2025Q3: 2,563 shares 2,563 $258K 0.08% -100 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,675 shares; 2024Q4: 1,882 shares; 2025Q1: 1,678 shares; 2025Q2: 1,667 shares; 2025Q3: 1,650 shares 1,650 $256K 0.08% -17 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169 shares; 2025Q3: 211 shares 211 $253K 0.08% +42 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,754 shares; 2025Q1: not reported; 2025Q2: 2,099 shares; 2025Q3: 2,127 shares 2,127 $253K 0.08% +28 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 982 shares; 2025Q1: 481 shares; 2025Q2: 511 shares; 2025Q3: 488 shares 488 $244K 0.08% -23 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 996 shares 996 $242K 0.08% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,953 shares 1,953 $242K 0.08% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,364 shares; 2024Q4: 8,728 shares; 2025Q1: 8,859 shares; 2025Q2: 8,799 shares; 2025Q3: 9,445 shares 9,445 $237K 0.08% +646 Timeline XJUL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,927 shares; 2024Q4: 5,927 shares; 2025Q1: 5,927 shares; 2025Q2: 5,927 shares; 2025Q3: 5,927 shares 5,927 $227K 0.07% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,921 shares; 2024Q4: 7,921 shares; 2025Q1: 7,921 shares; 2025Q2: 5,971 shares; 2025Q3: 5,321 shares 5,321 $224K 0.07% -650 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,841 shares 5,841 $224K 0.07% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,349 shares; 2025Q1: 1,646 shares; 2025Q2: 1,643 shares; 2025Q3: 1,719 shares 1,719 $222K 0.07% +76 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 654 shares 654 $216K 0.07% new Timeline FTXO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,005 shares 6,005 $214K 0.07% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,281 shares; 2024Q4: 11,163 shares; 2025Q1: 10,982 shares; 2025Q2: 10,936 shares; 2025Q3: 10,925 shares 10,925 $213K 0.07% -11 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,940 shares 4,940 $213K 0.07% new Timeline XMAR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,949 shares; 2024Q4: 5,828 shares; 2025Q1: not reported; 2025Q2: 5,319 shares; 2025Q3: 5,315 shares 5,315 $208K 0.07% -4 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,934 shares 7,934 $204K 0.07% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,137 shares 1,137 $204K 0.07% new Timeline FMHI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 5,379 shares; 2025Q1: 5,379 shares; 2025Q2: 4,366 shares; 2025Q3: 4,280 shares 4,280 $203K 0.07% -86 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 692 shares 692 $203K 0.07% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,203 shares 5,203 $202K 0.07% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 731 shares 731 $200K 0.07% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,283 shares; 2025Q1: 2,340 shares; 2025Q2: not reported; 2025Q3: 2,383 shares 2,383 $200K 0.07% new Timeline FDD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,932 shares; 2024Q4: 10,965 shares; 2025Q1: 11,092 shares; 2025Q2: 11,116 shares; 2025Q3: 12,173 shares 12,173 $197K 0.06% +1,057 Timeline SITS SOUTHERN ITS INTERNATIONAL INC More: the full row for SOUTHERN ITS INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500,000 shares; 2025Q1: 500,000 shares; 2025Q2: 500,000 shares; 2025Q3: 500,000 shares 500,000 $20K 0.01% 0 Timeline