IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,972,256 shares; 2024Q4: 4,485,596 shares; 2025Q1: 4,447,028 shares; 2025Q2: 4,156,944 shares; 2025Q3: 4,584,390 shares; 2025Q4: 4,582,505 shares 4,582,505 $213M 7.86% -1,885 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: 252,705 shares; 2024Q4: 302,477 shares; 2025Q1: 308,613 shares; 2025Q2: 358,620 shares; 2025Q3: 323,908 shares; 2025Q4: 332,774 shares 332,774 $209M 7.69% +8,866 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,451,782 shares; 2024Q4: 5,363,687 shares; 2025Q1: 5,272,530 shares; 2025Q2: 4,813,209 shares; 2025Q3: 4,728,254 shares; 2025Q4: 4,843,821 shares 4,843,821 $192M 7.07% +115,567 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: 429,065 shares; 2024Q4: 433,305 shares; 2025Q1: 422,358 shares; 2025Q2: 470,837 shares; 2025Q3: 450,768 shares; 2025Q4: 424,463 shares 424,463 $134M 4.93% -26,305 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: 252,768 shares; 2024Q4: 311,124 shares; 2025Q1: 311,877 shares; 2025Q2: 343,264 shares; 2025Q3: 342,350 shares; 2025Q4: 342,653 shares 342,653 $115M 4.23% +303 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,624,103 shares; 2024Q4: 2,429,024 shares; 2025Q1: 2,337,897 shares; 2025Q2: 2,271,295 shares; 2025Q3: 2,147,677 shares; 2025Q4: 2,231,870 shares 2,231,870 $99.1M 3.65% +84,193 Timeline DFAX 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: 1,509,986 shares; 2024Q4: 2,751,747 shares; 2025Q1: 2,668,377 shares; 2025Q2: 2,447,433 shares; 2025Q3: 2,389,931 shares; 2025Q4: 2,427,980 shares 2,427,980 $79.5M 2.93% +38,049 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: 1,754,947 shares; 2024Q4: 1,935,172 shares; 2025Q1: 1,704,735 shares; 2025Q2: 1,594,827 shares; 2025Q3: 1,521,705 shares; 2025Q4: 1,517,483 shares 1,517,483 $76.3M 2.81% -4,222 Timeline DFCF 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: 104,746 shares; 2024Q4: 1,189,925 shares; 2025Q1: 1,215,266 shares; 2025Q2: 1,064,837 shares; 2025Q3: 1,194,847 shares; 2025Q4: 1,239,238 shares 1,239,238 $52.7M 1.94% +44,391 Timeline IAGG 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: 992,233 shares; 2024Q4: 1,123,280 shares; 2025Q1: 966,270 shares; 2025Q2: 1,033,652 shares; 2025Q3: 993,330 shares; 2025Q4: 1,010,731 shares 1,010,731 $50.5M 1.86% +17,401 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,859 shares; 2024Q4: 189,769 shares; 2025Q1: 197,172 shares; 2025Q2: 240,790 shares; 2025Q3: 214,913 shares; 2025Q4: 221,084 shares 221,084 $46.2M 1.7% +6,171 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: 176,077 shares; 2024Q4: 384,215 shares; 2025Q1: 1,035,418 shares; 2025Q2: 1,444,498 shares; 2025Q3: 1,556,439 shares; 2025Q4: 1,656,516 shares 1,656,516 $44.2M 1.63% +100,077 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978,678 shares; 2024Q4: 910,616 shares; 2025Q1: 654,143 shares; 2025Q2: 609,765 shares; 2025Q3: 590,218 shares; 2025Q4: 584,305 shares 584,305 $44.1M 1.62% -5,913 Timeline DFNM 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: 958,231 shares; 2024Q4: 1,006,570 shares; 2025Q1: 879,000 shares; 2025Q2: 862,408 shares; 2025Q3: 864,504 shares; 2025Q4: 882,985 shares 882,985 $42.5M 1.57% +18,481 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: 1,082,100 shares; 2024Q4: 969,628 shares; 2025Q1: 765,221 shares; 2025Q2: 757,286 shares; 2025Q3: 714,952 shares; 2025Q4: 730,475 shares 730,475 $34.2M 1.26% +15,523 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,132 shares; 2024Q4: 391,362 shares; 2025Q1: 400,916 shares; 2025Q2: 512,662 shares; 2025Q3: 528,778 shares; 2025Q4: 511,440 shares 511,440 $33M 1.22% -17,338 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,776 shares; 2024Q4: 33,002 shares; 2025Q1: 51,550 shares; 2025Q2: 722,762 shares; 2025Q3: 721,835 shares; 2025Q4: 733,954 shares 733,954 $27.9M 1.03% +12,119 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: 193,935 shares; 2024Q4: 195,335 shares; 2025Q1: 140,642 shares; 2025Q2: 152,422 shares; 2025Q3: 156,348 shares; 2025Q4: 145,325 shares 145,325 $27.1M 1% -11,023 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,628 shares; 2024Q4: 16,877 shares; 2025Q1: 28,777 shares; 2025Q2: 417,352 shares; 2025Q3: 456,762 shares; 2025Q4: 419,175 shares 419,175 $25.5M 0.94% -37,587 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: 56,891 shares; 2024Q4: 55,249 shares; 2025Q1: 42,710 shares; 2025Q2: 42,907 shares; 2025Q3: 52,108 shares; 2025Q4: 48,069 shares 48,069 $23.2M 0.86% -4,039 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: 86,654 shares; 2024Q4: 92,340 shares; 2025Q1: 74,701 shares; 2025Q2: 82,993 shares; 2025Q3: 80,504 shares; 2025Q4: 78,980 shares 78,980 $22.9M 0.84% -1,524 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: 114,470 shares; 2024Q4: 111,890 shares; 2025Q1: 82,702 shares; 2025Q2: 82,018 shares; 2025Q3: 83,601 shares; 2025Q4: 83,917 shares 83,917 $22.8M 0.84% +316 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: 480,685 shares; 2024Q4: 501,851 shares; 2025Q1: 418,569 shares; 2025Q2: 409,064 shares; 2025Q3: 443,939 shares; 2025Q4: 429,493 shares 429,493 $20.8M 0.76% -14,446 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: 65,127 shares; 2024Q4: 60,666 shares; 2025Q1: 49,111 shares; 2025Q2: 50,451 shares; 2025Q3: 68,818 shares; 2025Q4: 63,537 shares 63,537 $19.9M 0.73% -5,281 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: 147,067 shares; 2024Q4: 162,702 shares; 2025Q1: 141,723 shares; 2025Q2: 143,712 shares; 2025Q3: 121,775 shares; 2025Q4: 132,840 shares 132,840 $17.6M 0.65% +11,065 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: 76,053 shares; 2024Q4: 76,156 shares; 2025Q1: 56,225 shares; 2025Q2: 57,466 shares; 2025Q3: 78,223 shares; 2025Q4: 72,607 shares 72,607 $16.8M 0.62% -5,616 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: 38,466 shares; 2024Q4: 38,920 shares; 2025Q1: 10,787 shares; 2025Q2: 12,044 shares; 2025Q3: 24,738 shares; 2025Q4: 23,213 shares 23,213 $15.8M 0.58% -1,525 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: 18,404 shares; 2024Q4: 20,635 shares; 2025Q1: 17,895 shares; 2025Q2: 16,729 shares; 2025Q3: 23,723 shares; 2025Q4: 22,656 shares 22,656 $15M 0.55% -1,067 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: 725 shares; 2024Q4: 291,681 shares; 2025Q1: 301,975 shares; 2025Q2: 237,003 shares; 2025Q3: 267,321 shares; 2025Q4: 278,535 shares 278,535 $14.7M 0.54% +11,214 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: 150,105 shares; 2024Q4: 150,142 shares; 2025Q1: 227,621 shares; 2025Q2: 140,633 shares; 2025Q3: 141,010 shares; 2025Q4: 151,094 shares 151,094 $14.1M 0.52% +10,084 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,035 shares; 2024Q4: 441,369 shares; 2025Q1: 400,614 shares; 2025Q2: 342,743 shares; 2025Q3: 348,666 shares; 2025Q4: 377,523 shares 377,523 $13M 0.48% +28,857 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: 22,936 shares; 2024Q4: 35,094 shares; 2025Q1: 26,722 shares; 2025Q2: 52,057 shares; 2025Q3: 51,921 shares; 2025Q4: 85,585 shares 85,585 $12.3M 0.45% +33,664 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: 52,252 shares; 2024Q4: 55,239 shares; 2025Q1: 41,142 shares; 2025Q2: 49,309 shares; 2025Q3: 48,461 shares; 2025Q4: 47,492 shares 47,492 $12.3M 0.45% -969 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,949 shares; 2025Q2: 43,503 shares; 2025Q3: 122,929 shares; 2025Q4: 342,785 shares 342,785 $11.9M 0.44% +219,856 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,006 shares 139,006 $11.4M 0.42% new 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: 28,639 shares; 2024Q4: 33,102 shares; 2025Q1: 26,766 shares; 2025Q2: 26,923 shares; 2025Q3: 34,321 shares; 2025Q4: 32,907 shares 32,907 $10.6M 0.39% -1,414 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,672 shares; 2024Q4: 17,611 shares; 2025Q1: 17,690 shares; 2025Q2: 15,169 shares; 2025Q3: 19,338 shares; 2025Q4: 15,247 shares 15,247 $10.4M 0.39% -4,091 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,446 shares; 2024Q4: 30,673 shares; 2025Q1: 38,324 shares; 2025Q2: 157,388 shares; 2025Q3: 172,799 shares; 2025Q4: 179,680 shares 179,680 $9.72M 0.36% +6,881 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: 32,061 shares; 2024Q4: 45,453 shares; 2025Q1: 47,362 shares; 2025Q2: 46,044 shares; 2025Q3: 47,236 shares; 2025Q4: 49,773 shares 49,773 $9.24M 0.34% +2,537 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: 32,104 shares; 2024Q4: 33,016 shares; 2025Q1: 21,291 shares; 2025Q2: 23,947 shares; 2025Q3: 27,559 shares; 2025Q4: 28,275 shares 28,275 $8.87M 0.33% +716 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: 872,706 shares; 2024Q4: 587,357 shares; 2025Q1: 553,437 shares; 2025Q2: 129,898 shares; 2025Q3: 70,536 shares; 2025Q4: 175,145 shares 175,145 $8.84M 0.33% +104,609 Timeline CLSM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062,621 shares; 2024Q4: 2,123,232 shares; 2025Q1: 1,997,817 shares; 2025Q2: 1,497,072 shares; 2025Q3: 678,798 shares; 2025Q4: 364,026 shares 364,026 $8.46M 0.31% -314,772 Timeline DFAI 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: 718,249 shares; 2024Q4: 607,732 shares; 2025Q1: 228,607 shares; 2025Q2: 226,024 shares; 2025Q3: 231,061 shares; 2025Q4: 216,839 shares 216,839 $8.26M 0.3% -14,222 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 221,955 shares; 2025Q1: 235,085 shares; 2025Q2: 245,585 shares; 2025Q3: 251,909 shares; 2025Q4: 245,293 shares 245,293 $8.18M 0.3% -6,616 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: 65,496 shares; 2024Q4: 12,454 shares; 2025Q1: 15,229 shares; 2025Q2: 23,961 shares; 2025Q3: 46,585 shares; 2025Q4: 79,712 shares 79,712 $7.96M 0.29% +33,127 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: 11,663 shares; 2024Q4: 13,139 shares; 2025Q1: 11,520 shares; 2025Q2: 10,938 shares; 2025Q3: 13,808 shares; 2025Q4: 13,440 shares 13,440 $7.67M 0.28% -368 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: 29,899 shares; 2024Q4: 26,325 shares; 2025Q1: 19,345 shares; 2025Q2: 19,017 shares; 2025Q3: 22,367 shares; 2025Q4: 21,507 shares 21,507 $7.44M 0.27% -860 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: 50,079 shares; 2024Q4: 106,675 shares; 2025Q1: 106,503 shares; 2025Q2: 95,418 shares; 2025Q3: 140,687 shares; 2025Q4: 134,131 shares 134,131 $7.35M 0.27% -6,556 Timeline SHYG 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: 157,772 shares; 2024Q4: 3,401 shares; 2025Q1: 34,569 shares; 2025Q2: 45,389 shares; 2025Q3: 134,011 shares; 2025Q4: 167,895 shares 167,895 $7.2M 0.27% +33,884 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: 35,017 shares; 2024Q4: 32,496 shares; 2025Q1: 30,932 shares; 2025Q2: 34,793 shares; 2025Q3: 33,855 shares; 2025Q4: 33,144 shares 33,144 $7.02M 0.26% -711 Timeline SUSL 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: 168,023 shares; 2024Q4: 135,106 shares; 2025Q1: 111,348 shares; 2025Q2: 94,721 shares; 2025Q3: 86,794 shares; 2025Q4: 56,439 shares 56,439 $6.84M 0.25% -30,355 Timeline MINO 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: 775 shares; 2024Q4: 1,265 shares; 2025Q1: not reported; 2025Q2: 143,132 shares; 2025Q3: 148,304 shares; 2025Q4: 147,381 shares 147,381 $6.68M 0.25% -923 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,868 shares; 2024Q4: 136,557 shares; 2025Q1: 46,835 shares; 2025Q2: 47,697 shares; 2025Q3: 49,981 shares; 2025Q4: 85,829 shares 85,829 $6.61M 0.24% +35,848 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,504 shares; 2024Q4: 67,970 shares; 2025Q1: 63,094 shares; 2025Q2: 60,584 shares; 2025Q3: 54,188 shares; 2025Q4: 46,675 shares 46,675 $6.58M 0.24% -7,513 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: 12,995 shares; 2024Q4: 13,846 shares; 2025Q1: 11,447 shares; 2025Q2: 11,594 shares; 2025Q3: 19,116 shares; 2025Q4: 21,541 shares 21,541 $6.55M 0.24% +2,425 Timeline DFGR 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: 4,795 shares; 2024Q4: 206,766 shares; 2025Q1: 211,592 shares; 2025Q2: 207,992 shares; 2025Q3: 234,629 shares; 2025Q4: 237,135 shares 237,135 $6.27M 0.23% +2,506 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: 15,628 shares; 2024Q4: 17,309 shares; 2025Q1: 13,521 shares; 2025Q2: 15,149 shares; 2025Q3: 18,518 shares; 2025Q4: 17,860 shares 17,860 $6.26M 0.23% -658 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,241 shares; 2024Q4: 46,212 shares; 2025Q1: 46,296 shares; 2025Q2: 44,174 shares; 2025Q3: 41,725 shares; 2025Q4: 40,957 shares 40,957 $6.09M 0.22% -768 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: 3,582 shares; 2024Q4: 6,099 shares; 2025Q1: 4,664 shares; 2025Q2: 36,326 shares; 2025Q3: 39,507 shares; 2025Q4: 23,729 shares 23,729 $6M 0.22% -15,778 Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067,807 shares; 2024Q4: 2,060,103 shares; 2025Q1: 1,981,165 shares; 2025Q2: 1,438,850 shares; 2025Q3: 643,680 shares; 2025Q4: 233,075 shares 233,075 $5.89M 0.22% -410,605 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 250,460 shares; 2025Q4: 224,896 shares 224,896 $5.76M 0.21% -25,564 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,145 shares; 2024Q4: 49,976 shares; 2025Q1: 49,280 shares; 2025Q2: 44,077 shares; 2025Q3: 43,943 shares; 2025Q4: 44,699 shares 44,699 $5.71M 0.21% +756 Timeline AOA 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: 83,753 shares; 2024Q4: 127,810 shares; 2025Q1: 81,893 shares; 2025Q2: 85,197 shares; 2025Q3: 72,998 shares; 2025Q4: 62,412 shares 62,412 $5.59M 0.21% -10,586 Timeline SMLF 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: 247,775 shares; 2024Q4: 221,837 shares; 2025Q1: 75,702 shares; 2025Q2: 83,594 shares; 2025Q3: 77,377 shares; 2025Q4: 74,419 shares 74,419 $5.57M 0.21% -2,958 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 17,583 shares; 2025Q1: 36,755 shares; 2025Q2: 59,403 shares; 2025Q3: 62,893 shares; 2025Q4: 73,890 shares 73,890 $5.47M 0.2% +10,997 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: 15,460 shares; 2024Q4: 17,179 shares; 2025Q1: 15,937 shares; 2025Q2: 16,122 shares; 2025Q3: 21,505 shares; 2025Q4: 20,475 shares 20,475 $5.42M 0.2% -1,030 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,137 shares; 2024Q4: 103,120 shares; 2025Q1: 99,534 shares; 2025Q2: 88,765 shares; 2025Q3: 65,720 shares; 2025Q4: 63,684 shares 63,684 $5.39M 0.2% -2,036 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: 61,075 shares; 2024Q4: 57,500 shares; 2025Q1: 14,508 shares; 2025Q2: 75,179 shares; 2025Q3: 82,851 shares; 2025Q4: 92,191 shares 92,191 $5.34M 0.2% +9,340 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: 37,895 shares; 2024Q4: 21,047 shares; 2025Q1: 20,465 shares; 2025Q2: 34,515 shares; 2025Q3: 61,942 shares; 2025Q4: 59,362 shares 59,362 $5.31M 0.2% -2,580 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: 29,679 shares; 2024Q4: 33,569 shares; 2025Q1: 34,018 shares; 2025Q2: 30,299 shares; 2025Q3: 35,399 shares; 2025Q4: 34,491 shares 34,491 $5.3M 0.2% -908 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: 49,727 shares; 2024Q4: 3,705 shares; 2025Q1: 3,690 shares; 2025Q2: 29,499 shares; 2025Q3: 32,031 shares; 2025Q4: 36,492 shares 36,492 $5.24M 0.19% +4,461 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: 183,897 shares; 2024Q4: 155,277 shares; 2025Q1: 125,777 shares; 2025Q2: 115,397 shares; 2025Q3: 111,146 shares; 2025Q4: 121,334 shares 121,334 $5.21M 0.19% +10,188 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: 10,856 shares; 2024Q4: 39,304 shares; 2025Q1: 50,882 shares; 2025Q2: 45,955 shares; 2025Q3: 67,144 shares; 2025Q4: 42,097 shares 42,097 $5.19M 0.19% -25,047 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: 70,550 shares; 2024Q4: 70,131 shares; 2025Q1: 50,523 shares; 2025Q2: 44,521 shares; 2025Q3: 49,047 shares; 2025Q4: 46,512 shares 46,512 $5.18M 0.19% -2,535 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: 143,743 shares; 2024Q4: 235,577 shares; 2025Q1: 59,284 shares; 2025Q2: 72,782 shares; 2025Q3: 172,652 shares; 2025Q4: 157,097 shares 157,097 $5.12M 0.19% -15,555 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: 3,210 shares; 2024Q4: 3,390 shares; 2025Q1: 2,873 shares; 2025Q2: 3,087 shares; 2025Q3: 3,058 shares; 2025Q4: 7,720 shares 7,720 $5.11M 0.19% +4,662 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: 45,290 shares; 2024Q4: 39,020 shares; 2025Q1: 62,565 shares; 2025Q2: 65,767 shares; 2025Q3: 52,086 shares; 2025Q4: 62,889 shares 62,889 $5.04M 0.19% +10,803 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS 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: 16,696 shares; 2025Q3: 49,065 shares; 2025Q4: 132,437 shares 132,437 $4.9M 0.18% +83,372 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,650 shares; 2024Q4: 31,744 shares; 2025Q1: 33,625 shares; 2025Q2: 32,381 shares; 2025Q3: 51,948 shares; 2025Q4: 50,847 shares 50,847 $4.88M 0.18% -1,101 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,681 shares; 2024Q4: 5,851 shares; 2025Q1: 4,230 shares; 2025Q2: 4,320 shares; 2025Q3: 4,308 shares; 2025Q4: 4,403 shares 4,403 $4.73M 0.17% +95 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,252 shares; 2024Q4: 60,660 shares; 2025Q1: 55,075 shares; 2025Q2: 325 shares; 2025Q3: not reported; 2025Q4: 54,347 shares 54,347 $4.64M 0.17% new 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: 24,148 shares; 2024Q4: 31,584 shares; 2025Q1: 33,491 shares; 2025Q2: 30,052 shares; 2025Q3: 28,359 shares; 2025Q4: 29,182 shares 29,182 $4.52M 0.17% +823 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: 5,744 shares; 2024Q4: 6,229 shares; 2025Q1: 5,593 shares; 2025Q2: 6,265 shares; 2025Q3: 7,832 shares; 2025Q4: 7,610 shares 7,610 $4.41M 0.16% -222 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: 123,559 shares; 2024Q4: 101 shares; 2025Q1: 224 shares; 2025Q2: not reported; 2025Q3: 77,191 shares; 2025Q4: 80,249 shares 80,249 $4.39M 0.16% +3,058 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: 44,039 shares; 2024Q4: 9,582 shares; 2025Q1: 43,566 shares; 2025Q2: 38,513 shares; 2025Q3: 47,146 shares; 2025Q4: 49,961 shares 49,961 $4.35M 0.16% +2,815 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 474 shares; 2025Q1: 353 shares; 2025Q2: 410 shares; 2025Q3: 769 shares; 2025Q4: 801 shares 801 $4.29M 0.16% +32 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: 17,392 shares; 2024Q4: 20,918 shares; 2025Q1: 18,943 shares; 2025Q2: 20,318 shares; 2025Q3: 27,406 shares; 2025Q4: 29,711 shares 29,711 $4.26M 0.16% +2,305 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: 117,995 shares; 2024Q4: 95,255 shares; 2025Q1: 74,327 shares; 2025Q2: 68,997 shares; 2025Q3: 64,916 shares; 2025Q4: 44,687 shares 44,687 $4.25M 0.16% -20,229 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: 5,853 shares; 2024Q4: 4,671 shares; 2025Q1: 12,260 shares; 2025Q2: 19,248 shares; 2025Q3: 26,599 shares; 2025Q4: 28,243 shares 28,243 $4.21M 0.16% +1,644 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 156,507 shares 156,507 $4.15M 0.15% new 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: 11,901 shares; 2024Q4: 13,019 shares; 2025Q1: 7,697 shares; 2025Q2: 4,678 shares; 2025Q3: 7,916 shares; 2025Q4: 8,163 shares 8,163 $4.1M 0.15% +247 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: 11,862 shares; 2024Q4: 12,588 shares; 2025Q1: 9,015 shares; 2025Q2: 9,695 shares; 2025Q3: 9,525 shares; 2025Q4: 8,832 shares 8,832 $3.97M 0.15% -693 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,456 shares; 2024Q4: 27,788 shares; 2025Q1: 26,963 shares; 2025Q2: 22,175 shares; 2025Q3: 21,121 shares; 2025Q4: 21,065 shares 21,065 $3.9M 0.14% -56 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,860 shares; 2024Q4: 69,393 shares; 2025Q1: 68,418 shares; 2025Q2: 75,844 shares; 2025Q3: 54,218 shares; 2025Q4: 59,203 shares 59,203 $3.85M 0.14% +4,985 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: 15,853 shares; 2024Q4: 18,987 shares; 2025Q1: 14,646 shares; 2025Q2: 14,848 shares; 2025Q3: 39,143 shares; 2025Q4: 38,421 shares 38,421 $3.84M 0.14% -722 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,008 shares; 2024Q4: 101,966 shares; 2025Q1: 92,045 shares; 2025Q2: 91,918 shares; 2025Q3: 90,759 shares; 2025Q4: 86,708 shares 86,708 $3.83M 0.14% -4,051 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,786 shares; 2024Q4: 15,185 shares; 2025Q1: 25,085 shares; 2025Q2: 23,817 shares; 2025Q3: 25,810 shares; 2025Q4: 29,688 shares 29,688 $3.82M 0.14% +3,878 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: 3,523 shares; 2024Q4: 12,401 shares; 2025Q1: 14,963 shares; 2025Q2: 10,089 shares; 2025Q3: 12,393 shares; 2025Q4: 12,122 shares 12,122 $3.78M 0.14% -271 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: 18,792 shares; 2024Q4: 19,467 shares; 2025Q1: 16,843 shares; 2025Q2: 16,656 shares; 2025Q3: 16,277 shares; 2025Q4: 16,447 shares 16,447 $3.76M 0.14% +170 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: 4,068 shares; 2024Q4: 14,151 shares; 2025Q1: 13,974 shares; 2025Q2: 16,568 shares; 2025Q3: 22,173 shares; 2025Q4: 21,114 shares 21,114 $3.66M 0.14% -1,059 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: 15,535 shares; 2024Q4: 34,933 shares; 2025Q1: 24,600 shares; 2025Q2: 40,520 shares; 2025Q3: 36,381 shares; 2025Q4: 30,967 shares 30,967 $3.65M 0.13% -5,414 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: 4,406 shares; 2024Q4: 5,223 shares; 2025Q1: 5,084 shares; 2025Q2: 5,089 shares; 2025Q3: 4,910 shares; 2025Q4: 4,755 shares 4,755 $3.64M 0.13% -155 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: 15,722 shares; 2024Q4: 17,346 shares; 2025Q1: 16,273 shares; 2025Q2: 16,328 shares; 2025Q3: 22,035 shares; 2025Q4: 20,922 shares 20,922 $3.58M 0.13% -1,113 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,540 shares; 2024Q4: 78,381 shares; 2025Q1: 64,348 shares; 2025Q2: 95,220 shares; 2025Q3: 143,875 shares; 2025Q4: 136,247 shares 136,247 $3.47M 0.13% -7,628 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: 8,700 shares; 2024Q4: 11,080 shares; 2025Q1: 7,444 shares; 2025Q2: 8,823 shares; 2025Q3: 20,384 shares; 2025Q4: 21,480 shares 21,480 $3.45M 0.13% +1,096 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: 28,262 shares; 2024Q4: 27,416 shares; 2025Q1: 28,353 shares; 2025Q2: 27,913 shares; 2025Q3: 32,572 shares; 2025Q4: 17,198 shares 17,198 $3.42M 0.13% -15,374 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 6,338 shares; 2025Q1: 7,568 shares; 2025Q2: 6,657 shares; 2025Q3: 13,689 shares; 2025Q4: 13,275 shares 13,275 $3.41M 0.13% -414 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: 64,147 shares; 2024Q4: 71,113 shares; 2025Q1: 55,306 shares; 2025Q2: 52,130 shares; 2025Q3: 61,406 shares; 2025Q4: 61,597 shares 61,597 $3.39M 0.12% +191 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,611 shares; 2024Q4: 276,635 shares; 2025Q1: 58,861 shares; 2025Q2: 58,729 shares; 2025Q3: 56,148 shares; 2025Q4: 54,351 shares 54,351 $3.39M 0.12% -1,797 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 37,824 shares; 2025Q1: 70,756 shares; 2025Q2: 100,640 shares; 2025Q3: 119,407 shares; 2025Q4: 143,497 shares 143,497 $3.36M 0.12% +24,090 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: 15,379 shares; 2024Q4: 20,838 shares; 2025Q1: 19,594 shares; 2025Q2: 21,328 shares; 2025Q3: 20,959 shares; 2025Q4: 35,779 shares 35,779 $3.29M 0.12% +14,820 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 628 shares; 2025Q1: not reported; 2025Q2: 3,146 shares; 2025Q3: 42,093 shares; 2025Q4: 97,659 shares 97,659 $3.2M 0.12% +55,566 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: 18,066 shares; 2024Q4: 22,309 shares; 2025Q1: 16,360 shares; 2025Q2: 16,116 shares; 2025Q3: 33,315 shares; 2025Q4: 33,815 shares 33,815 $3.15M 0.12% +500 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 1,052 shares; 2025Q1: not reported; 2025Q2: 4,662 shares; 2025Q3: 32,286 shares; 2025Q4: 66,871 shares 66,871 $3.15M 0.12% +34,585 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 95,565 shares; 2025Q1: 86,140 shares; 2025Q2: 99,655 shares; 2025Q3: 100,043 shares; 2025Q4: 116,770 shares 116,770 $3.06M 0.11% +16,727 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 2,284 shares; 2025Q1: 14,051 shares; 2025Q2: 18,578 shares; 2025Q3: 36,552 shares; 2025Q4: 40,898 shares 40,898 $3.01M 0.11% +4,346 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: 2,679 shares; 2024Q4: 2,577 shares; 2025Q1: 2,003 shares; 2025Q2: 3,181 shares; 2025Q3: 2,716 shares; 2025Q4: 3,580 shares 3,580 $2.94M 0.11% +864 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: 4,017 shares; 2024Q4: 4,595 shares; 2025Q1: 3,538 shares; 2025Q2: 2,367 shares; 2025Q3: 5,893 shares; 2025Q4: 5,518 shares 5,518 $2.88M 0.11% -375 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,809 shares; 2024Q4: 17,388 shares; 2025Q1: 17,259 shares; 2025Q2: 16,761 shares; 2025Q3: 17,143 shares; 2025Q4: 18,524 shares 18,524 $2.87M 0.11% +1,381 Timeline USXF 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: 954 shares; 2024Q4: 18,329 shares; 2025Q1: 46,501 shares; 2025Q2: 53,161 shares; 2025Q3: 45,569 shares; 2025Q4: 49,706 shares 49,706 $2.86M 0.11% +4,137 Timeline TDSB EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960,475 shares; 2024Q4: 928,184 shares; 2025Q1: 875,978 shares; 2025Q2: 593,802 shares; 2025Q3: 291,149 shares; 2025Q4: 117,736 shares 117,736 $2.82M 0.1% -173,413 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: 18,070 shares; 2024Q4: 21,196 shares; 2025Q1: 19,264 shares; 2025Q2: 13,752 shares; 2025Q3: 14,345 shares; 2025Q4: 13,602 shares 13,602 $2.82M 0.1% -743 Timeline SPMO 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: 3,393 shares; 2024Q4: 16,953 shares; 2025Q1: 7,447 shares; 2025Q2: 50,889 shares; 2025Q3: 59,045 shares; 2025Q4: 23,346 shares 23,346 $2.79M 0.1% -35,699 Timeline WLDR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,127 shares; 2024Q4: 64,133 shares; 2025Q1: 83,025 shares; 2025Q2: 81,896 shares; 2025Q3: 80,704 shares; 2025Q4: 77,856 shares 77,856 $2.77M 0.1% -2,848 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: 32,386 shares; 2025Q2: 44,807 shares; 2025Q3: 43,922 shares; 2025Q4: 55,151 shares 55,151 $2.75M 0.1% +11,229 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: 63,385 shares; 2024Q4: 128,886 shares; 2025Q1: 73,807 shares; 2025Q2: 73,427 shares; 2025Q3: 62,107 shares; 2025Q4: 53,954 shares 53,954 $2.73M 0.1% -8,153 Timeline GEM 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: 96,232 shares; 2024Q4: 80,964 shares; 2025Q1: 65,437 shares; 2025Q2: 62,562 shares; 2025Q3: 58,334 shares; 2025Q4: 63,493 shares 63,493 $2.64M 0.1% +5,159 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: 12,894 shares; 2024Q4: 16,126 shares; 2025Q1: 14,500 shares; 2025Q2: 11,555 shares; 2025Q3: 14,267 shares; 2025Q4: 12,999 shares 12,999 $2.64M 0.1% -1,268 Timeline NEAR 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: 143,794 shares; 2024Q4: 59,420 shares; 2025Q1: 60,343 shares; 2025Q2: 58,249 shares; 2025Q3: 53,240 shares; 2025Q4: 51,438 shares 51,438 $2.63M 0.1% -1,802 Timeline CORP 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: 47,285 shares; 2024Q4: 45,840 shares; 2025Q1: 44,532 shares; 2025Q2: 34,478 shares; 2025Q3: 29,734 shares; 2025Q4: 26,806 shares 26,806 $2.62M 0.1% -2,928 Timeline JMSI 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: 101,993 shares; 2024Q4: 93,618 shares; 2025Q1: 73,435 shares; 2025Q2: 63,526 shares; 2025Q3: 66,284 shares; 2025Q4: 52,064 shares 52,064 $2.62M 0.1% -14,220 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: 10,895 shares; 2024Q4: 10,875 shares; 2025Q1: 10,889 shares; 2025Q2: 4,772 shares; 2025Q3: 81,365 shares; 2025Q4: 27,219 shares 27,219 $2.62M 0.1% -54,146 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: 10,013 shares; 2024Q4: 10,923 shares; 2025Q1: 8,438 shares; 2025Q2: 8,222 shares; 2025Q3: 28,622 shares; 2025Q4: 22,410 shares 22,410 $2.6M 0.1% -6,212 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 84,088 shares; 2025Q1: 13,196 shares; 2025Q2: 13,371 shares; 2025Q3: 37,750 shares; 2025Q4: 75,626 shares 75,626 $2.56M 0.09% +37,876 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: 7,228 shares; 2024Q4: 12,124 shares; 2025Q1: 12,740 shares; 2025Q2: 12,472 shares; 2025Q3: 11,790 shares; 2025Q4: 14,496 shares 14,496 $2.55M 0.09% +2,706 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: 14,697 shares; 2024Q4: 15,411 shares; 2025Q1: 15,556 shares; 2025Q2: 16,762 shares; 2025Q3: 17,315 shares; 2025Q4: 21,251 shares 21,251 $2.54M 0.09% +3,936 Timeline MINT 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: 39,110 shares; 2024Q4: 48,587 shares; 2025Q1: 57,967 shares; 2025Q2: 64,072 shares; 2025Q3: 25,270 shares; 2025Q4: 24,680 shares 24,680 $2.48M 0.09% -590 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: 58 shares; 2024Q4: 11,720 shares; 2025Q1: 11,662 shares; 2025Q2: 6,497 shares; 2025Q3: 37,331 shares; 2025Q4: 37,388 shares 37,388 $2.47M 0.09% +57 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: 4,321 shares; 2024Q4: 3,914 shares; 2025Q1: 2,842 shares; 2025Q2: 4,981 shares; 2025Q3: 20,500 shares; 2025Q4: 41,772 shares 41,772 $2.45M 0.09% +21,272 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 2,912 shares; 2025Q1: 3,090 shares; 2025Q2: 4,467 shares; 2025Q3: 9,835 shares; 2025Q4: 10,824 shares 10,824 $2.44M 0.09% +989 Timeline IWV 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: 4,718 shares; 2024Q4: 6,203 shares; 2025Q1: 6,392 shares; 2025Q2: 6,147 shares; 2025Q3: 6,335 shares; 2025Q4: 6,300 shares 6,300 $2.44M 0.09% -35 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: 11,976 shares; 2024Q4: 17,489 shares; 2025Q1: 15,842 shares; 2025Q2: 14,537 shares; 2025Q3: 17,355 shares; 2025Q4: 15,696 shares 15,696 $2.43M 0.09% -1,659 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,892 shares; 2025Q3: 34,592 shares; 2025Q4: 48,222 shares 48,222 $2.4M 0.09% +13,630 Timeline IWL 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: 725 shares; 2024Q4: 61,215 shares; 2025Q1: 14,266 shares; 2025Q2: 14,229 shares; 2025Q3: 14,295 shares; 2025Q4: 13,892 shares 13,892 $2.37M 0.09% -403 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,498 shares; 2024Q4: 23,638 shares; 2025Q1: 14,446 shares; 2025Q2: 12,627 shares; 2025Q3: 19,847 shares; 2025Q4: 19,657 shares 19,657 $2.37M 0.09% -190 Timeline BBUS 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: 26,316 shares; 2024Q4: 22,199 shares; 2025Q1: 21,793 shares; 2025Q2: 21,595 shares; 2025Q3: 18,796 shares; 2025Q4: 19,150 shares 19,150 $2.36M 0.09% +354 Timeline RWLC ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE 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: 75,453 shares; 2025Q2: 72,869 shares; 2025Q3: 71,410 shares; 2025Q4: 69,347 shares 69,347 $2.3M 0.08% -2,063 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,537 shares; 2024Q4: 51,680 shares; 2025Q1: 28,863 shares; 2025Q2: 113,451 shares; 2025Q3: 124,723 shares; 2025Q4: 129,771 shares 129,771 $2.3M 0.08% +5,048 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: 28,068 shares; 2024Q4: 30,783 shares; 2025Q1: 26,747 shares; 2025Q2: 27,630 shares; 2025Q3: 28,901 shares; 2025Q4: 28,905 shares 28,905 $2.23M 0.08% +4 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: 7,606 shares; 2024Q4: 15,848 shares; 2025Q1: 30,832 shares; 2025Q2: 41,243 shares; 2025Q3: 42,727 shares; 2025Q4: 45,950 shares 45,950 $2.2M 0.08% +3,223 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: 19,861 shares; 2024Q4: 26,187 shares; 2025Q1: 21,710 shares; 2025Q2: 27,496 shares; 2025Q3: 27,563 shares; 2025Q4: 27,736 shares 27,736 $2.15M 0.08% +173 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: 17,056 shares; 2024Q4: 17,330 shares; 2025Q1: 10,902 shares; 2025Q2: 21,516 shares; 2025Q3: 25,074 shares; 2025Q4: 11,018 shares 11,018 $2.15M 0.08% -14,056 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,565 shares; 2024Q4: 4,352 shares; 2025Q1: 15,064 shares; 2025Q2: 15,920 shares; 2025Q3: 5,868 shares; 2025Q4: 10,356 shares 10,356 $2.13M 0.08% +4,488 Timeline IOO 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: 12,764 shares; 2025Q4: 16,748 shares 16,748 $2.12M 0.08% +3,984 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: 7,687 shares; 2024Q4: 11,936 shares; 2025Q1: 46,933 shares; 2025Q2: 15,116 shares; 2025Q3: 37,758 shares; 2025Q4: 33,956 shares 33,956 $2.12M 0.08% -3,802 Timeline GSY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,555 shares; 2025Q4: 42,125 shares 42,125 $2.12M 0.08% +24,570 Timeline ILDR 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: 44,987 shares; 2025Q4: 64,067 shares 64,067 $2.11M 0.08% +19,080 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,800 shares; 2024Q4: 12,792 shares; 2025Q1: 12,909 shares; 2025Q2: 13,917 shares; 2025Q3: 12,649 shares; 2025Q4: 24,827 shares 24,827 $1.98M 0.07% +12,178 Timeline EUSB 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: 138,442 shares; 2024Q4: 81,874 shares; 2025Q1: 82,389 shares; 2025Q2: 72,478 shares; 2025Q3: 59,046 shares; 2025Q4: 44,660 shares 44,660 $1.96M 0.07% -14,386 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,740 shares; 2024Q4: 6,869 shares; 2025Q1: 12,295 shares; 2025Q2: 13,032 shares; 2025Q3: 30,997 shares; 2025Q4: 27,442 shares 27,442 $1.95M 0.07% -3,555 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: not reported; 2025Q2: not reported; 2025Q3: 30,226 shares; 2025Q4: 17,988 shares 17,988 $1.89M 0.07% -12,238 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,347 shares; 2024Q4: 85,684 shares; 2025Q1: 9,368 shares; 2025Q2: 14,875 shares; 2025Q3: 11,889 shares; 2025Q4: 7,511 shares 7,511 $1.89M 0.07% -4,378 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: 26,922 shares; 2024Q4: 29,289 shares; 2025Q1: 29,878 shares; 2025Q2: 36,966 shares; 2025Q3: 37,589 shares; 2025Q4: 33,105 shares 33,105 $1.87M 0.07% -4,484 Timeline EVUS 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: 28,992 shares; 2025Q4: 58,198 shares 58,198 $1.86M 0.07% +29,206 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 58,460 shares; 2025Q1: 1,644 shares; 2025Q2: 1,340 shares; 2025Q3: 4,365 shares; 2025Q4: 3,802 shares 3,802 $1.85M 0.07% -563 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,856 shares; 2024Q4: 49,991 shares; 2025Q1: 66,183 shares; 2025Q2: 75,588 shares; 2025Q3: 74,351 shares; 2025Q4: 65,921 shares 65,921 $1.85M 0.07% -8,430 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: 1,577 shares; 2024Q4: 7,769 shares; 2025Q1: 8,888 shares; 2025Q2: 10,268 shares; 2025Q3: 21,292 shares; 2025Q4: 8,707 shares 8,707 $1.85M 0.07% -12,585 Timeline GSIB THEMES ETF TR More: the full row for THEMES 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: 40,625 shares; 2025Q3: 44,141 shares; 2025Q4: 35,087 shares 35,087 $1.84M 0.07% -9,054 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,248 shares; 2024Q4: 13,105 shares; 2025Q1: 13,852 shares; 2025Q2: 14,266 shares; 2025Q3: 17,475 shares; 2025Q4: 20,731 shares 20,731 $1.84M 0.07% +3,256 Timeline PGX 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: 277 shares; 2024Q4: 172 shares; 2025Q1: not reported; 2025Q2: 172 shares; 2025Q3: not reported; 2025Q4: 161,971 shares 161,971 $1.82M 0.07% new Timeline IETC 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: 62,230 shares; 2025Q1: 20,379 shares; 2025Q2: 49,695 shares; 2025Q3: 38,900 shares; 2025Q4: 17,786 shares 17,786 $1.81M 0.07% -21,114 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: 2,993 shares; 2024Q4: 2,768 shares; 2025Q1: 2,194 shares; 2025Q2: 2,086 shares; 2025Q3: 2,164 shares; 2025Q4: 11,700 shares 11,700 $1.79M 0.07% +9,536 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,970 shares; 2025Q1: 3,663 shares; 2025Q2: 3,584 shares; 2025Q3: 3,485 shares; 2025Q4: 3,450 shares 3,450 $1.76M 0.06% -35 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 3,433 shares; 2025Q1: 2,299 shares; 2025Q2: 2,504 shares; 2025Q3: 6,251 shares; 2025Q4: 6,492 shares 6,492 $1.76M 0.06% +241 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: 9,025 shares; 2024Q4: 11,015 shares; 2025Q1: 14,576 shares; 2025Q2: 13,239 shares; 2025Q3: 13,405 shares; 2025Q4: 9,851 shares 9,851 $1.75M 0.06% -3,554 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: 5,758 shares; 2024Q4: 7,161 shares; 2025Q1: 7,190 shares; 2025Q2: 6,764 shares; 2025Q3: 6,531 shares; 2025Q4: 6,692 shares 6,692 $1.74M 0.06% +161 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,326 shares; 2024Q4: 21,029 shares; 2025Q1: 20,217 shares; 2025Q2: 23,852 shares; 2025Q3: 24,953 shares; 2025Q4: 25,588 shares 25,588 $1.73M 0.06% +635 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,698 shares; 2024Q4: 9,438 shares; 2025Q1: 9,762 shares; 2025Q2: 10,581 shares; 2025Q3: 12,284 shares; 2025Q4: 13,205 shares 13,205 $1.72M 0.06% +921 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,782 shares; 2024Q4: 18,250 shares; 2025Q1: 19,603 shares; 2025Q2: 12,762 shares; 2025Q3: 19,325 shares; 2025Q4: 21,249 shares 21,249 $1.71M 0.06% +1,924 Timeline QLD 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: 15,099 shares; 2024Q4: 14,540 shares; 2025Q1: 14,570 shares; 2025Q2: 12,256 shares; 2025Q3: 11,920 shares; 2025Q4: 24,183 shares 24,183 $1.7M 0.06% +12,263 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,841 shares; 2024Q4: 14,976 shares; 2025Q1: 14,384 shares; 2025Q2: 13,659 shares; 2025Q3: 11,910 shares; 2025Q4: 12,315 shares 12,315 $1.7M 0.06% +405 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,739 shares; 2024Q4: 27,229 shares; 2025Q1: 23,760 shares; 2025Q2: 23,632 shares; 2025Q3: 23,419 shares; 2025Q4: 20,396 shares 20,396 $1.69M 0.06% -3,023 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 205 shares; 2025Q2: 646 shares; 2025Q3: 10,960 shares; 2025Q4: 18,284 shares 18,284 $1.69M 0.06% +7,324 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: 10,048 shares; 2024Q4: 10,641 shares; 2025Q1: 10,235 shares; 2025Q2: 5,526 shares; 2025Q3: 5,682 shares; 2025Q4: 5,364 shares 5,364 $1.65M 0.06% -318 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,852 shares; 2024Q4: 6,015 shares; 2025Q1: 4,176 shares; 2025Q2: 3,557 shares; 2025Q3: 5,858 shares; 2025Q4: 6,751 shares 6,751 $1.64M 0.06% +893 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: 22,897 shares; 2024Q4: 15,177 shares; 2025Q1: 15,236 shares; 2025Q2: 14,272 shares; 2025Q3: 13,898 shares; 2025Q4: 28,228 shares 28,228 $1.63M 0.06% +14,330 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: 2,989 shares; 2024Q4: 3,456 shares; 2025Q1: 3,395 shares; 2025Q2: 3,327 shares; 2025Q3: 5,543 shares; 2025Q4: 5,510 shares 5,510 $1.63M 0.06% -33 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,603 shares; 2024Q4: 5,750 shares; 2025Q1: 5,787 shares; 2025Q2: 5,232 shares; 2025Q3: 5,686 shares; 2025Q4: 6,106 shares 6,106 $1.6M 0.06% +420 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: 6,880 shares; 2024Q4: 5,982 shares; 2025Q1: 4,734 shares; 2025Q2: 2,935 shares; 2025Q3: 2,474 shares; 2025Q4: 2,366 shares 2,366 $1.59M 0.06% -108 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: 2,160 shares; 2024Q4: 767 shares; 2025Q1: 118,647 shares; 2025Q2: 16,000 shares; 2025Q3: not reported; 2025Q4: 43,158 shares 43,158 $1.59M 0.06% new 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: 8,843 shares; 2024Q4: 11,204 shares; 2025Q1: 10,021 shares; 2025Q2: 9,094 shares; 2025Q3: 9,070 shares; 2025Q4: 8,745 shares 8,745 $1.59M 0.06% -325 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: 1,168 shares; 2024Q4: 1,304 shares; 2025Q1: 1,098 shares; 2025Q2: 1,013 shares; 2025Q3: 1,120 shares; 2025Q4: 1,481 shares 1,481 $1.58M 0.06% +361 Timeline LDUR 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: 3,826 shares; 2024Q4: 6,435 shares; 2025Q1: 11,417 shares; 2025Q2: 18,567 shares; 2025Q3: 18,170 shares; 2025Q4: 16,508 shares 16,508 $1.58M 0.06% -1,662 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,086 shares; 2024Q4: 58,852 shares; 2025Q1: 60,839 shares; 2025Q2: 74,216 shares; 2025Q3: 75,675 shares; 2025Q4: 62,662 shares 62,662 $1.57M 0.06% -13,013 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 3,666 shares; 2025Q1: 3,331 shares; 2025Q2: 3,050 shares; 2025Q3: 3,194 shares; 2025Q4: 3,058 shares 3,058 $1.56M 0.06% -136 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,756 shares; 2024Q4: 15,256 shares; 2025Q1: 18,455 shares; 2025Q2: 21,159 shares; 2025Q3: 30,331 shares; 2025Q4: 32,104 shares 32,104 $1.56M 0.06% +1,773 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: 7,207 shares; 2024Q4: 11,254 shares; 2025Q1: 6,887 shares; 2025Q2: 7,085 shares; 2025Q3: 15,175 shares; 2025Q4: 13,437 shares 13,437 $1.53M 0.06% -1,738 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,469 shares; 2025Q1: 1,773 shares; 2025Q2: 1,670 shares; 2025Q3: 4,998 shares; 2025Q4: 4,345 shares 4,345 $1.52M 0.06% -653 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: 1,039 shares; 2024Q4: 1,928 shares; 2025Q1: 1,442 shares; 2025Q2: 1,831 shares; 2025Q3: 8,131 shares; 2025Q4: 7,845 shares 7,845 $1.52M 0.06% -286 Timeline XMHQ 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: 140,679 shares; 2024Q4: 113,379 shares; 2025Q1: 23,273 shares; 2025Q2: 22,485 shares; 2025Q3: 21,565 shares; 2025Q4: 14,839 shares 14,839 $1.52M 0.06% -6,726 Timeline GCOW 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: 106,099 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,701 shares 36,701 $1.51M 0.06% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,423 shares; 2025Q1: 7,142 shares; 2025Q2: 8,212 shares; 2025Q3: 9,081 shares; 2025Q4: 8,824 shares 8,824 $1.51M 0.06% -257 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,720 shares; 2025Q1: 1,215 shares; 2025Q2: 1,737 shares; 2025Q3: 4,294 shares; 2025Q4: 4,439 shares 4,439 $1.49M 0.06% +145 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,331 shares; 2024Q4: 3,981 shares; 2025Q1: 2,656 shares; 2025Q2: 2,298 shares; 2025Q3: 3,432 shares; 2025Q4: 5,233 shares 5,233 $1.49M 0.06% +1,801 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: 7,163 shares; 2024Q4: 7,373 shares; 2025Q1: 5,609 shares; 2025Q2: 6,095 shares; 2025Q3: 5,875 shares; 2025Q4: 5,529 shares 5,529 $1.48M 0.05% -346 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,774 shares; 2024Q4: 23,846 shares; 2025Q1: 23,178 shares; 2025Q2: 21,496 shares; 2025Q3: 20,404 shares; 2025Q4: 17,957 shares 17,957 $1.48M 0.05% -2,447 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: 7,082 shares; 2024Q4: 7,449 shares; 2025Q1: 5,914 shares; 2025Q2: 4,144 shares; 2025Q3: 4,207 shares; 2025Q4: 3,987 shares 3,987 $1.48M 0.05% -220 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: 89,794 shares; 2024Q4: 74,564 shares; 2025Q1: 61,987 shares; 2025Q2: 58,699 shares; 2025Q3: 59,588 shares; 2025Q4: 48,811 shares 48,811 $1.47M 0.05% -10,777 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: 13,411 shares; 2024Q4: 12,480 shares; 2025Q1: 18,120 shares; 2025Q2: 25,590 shares; 2025Q3: 50,683 shares; 2025Q4: 21,641 shares 21,641 $1.45M 0.05% -29,042 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: 2,312 shares; 2024Q4: 6,918 shares; 2025Q1: 3,861 shares; 2025Q2: 3,221 shares; 2025Q3: 10,358 shares; 2025Q4: 10,504 shares 10,504 $1.45M 0.05% +146 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: 2,753 shares; 2024Q4: 2,849 shares; 2025Q1: 1,863 shares; 2025Q2: 2,447 shares; 2025Q3: 1,867 shares; 2025Q4: 15,295 shares 15,295 $1.43M 0.05% +13,428 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,777 shares; 2024Q4: 2,257 shares; 2025Q1: 1,722 shares; 2025Q2: 1,967 shares; 2025Q3: 1,630 shares; 2025Q4: 1,619 shares 1,619 $1.42M 0.05% -11 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: 9,157 shares; 2024Q4: 9,107 shares; 2025Q1: 7,488 shares; 2025Q2: 7,398 shares; 2025Q3: 17,348 shares; 2025Q4: 16,851 shares 16,851 $1.42M 0.05% -497 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: 14,662 shares; 2024Q4: 13,107 shares; 2025Q1: 9,765 shares; 2025Q2: 9,057 shares; 2025Q3: 10,107 shares; 2025Q4: 9,247 shares 9,247 $1.41M 0.05% -860 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 59,879 shares; 2025Q4: 56,807 shares 56,807 $1.41M 0.05% -3,072 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 4,067 shares; 2025Q1: 20,723 shares; 2025Q2: 31,687 shares; 2025Q3: 38,284 shares; 2025Q4: 45,834 shares 45,834 $1.4M 0.05% +7,550 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,935 shares; 2024Q4: 4,220 shares; 2025Q1: 2,896 shares; 2025Q2: 2,817 shares; 2025Q3: 4,287 shares; 2025Q4: 3,967 shares 3,967 $1.39M 0.05% -320 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,778 shares; 2024Q4: 5,852 shares; 2025Q1: 2,190 shares; 2025Q2: 2,532 shares; 2025Q3: 15,600 shares; 2025Q4: 17,149 shares 17,149 $1.38M 0.05% +1,549 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: 6,852 shares; 2024Q4: 6,944 shares; 2025Q1: 7,806 shares; 2025Q2: 8,806 shares; 2025Q3: 14,540 shares; 2025Q4: 16,046 shares 16,046 $1.38M 0.05% +1,506 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: 4,987 shares; 2024Q4: 4,883 shares; 2025Q1: 4,394 shares; 2025Q2: 4,365 shares; 2025Q3: 4,191 shares; 2025Q4: 4,272 shares 4,272 $1.38M 0.05% +81 Timeline GROZ ZACKS TRUST More: the full row for ZACKS 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: 4,814 shares; 2025Q3: 21,655 shares; 2025Q4: 46,308 shares 46,308 $1.38M 0.05% +24,653 Timeline EWY 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: 22 shares; 2025Q2: 18,601 shares; 2025Q3: 19,760 shares; 2025Q4: 14,128 shares 14,128 $1.37M 0.05% -5,632 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: 8,567 shares; 2024Q4: 10,604 shares; 2025Q1: 11,768 shares; 2025Q2: 11,371 shares; 2025Q3: 13,511 shares; 2025Q4: 7,383 shares 7,383 $1.35M 0.05% -6,128 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: 15,241 shares; 2024Q4: 16,568 shares; 2025Q1: 12,009 shares; 2025Q2: 11,693 shares; 2025Q3: 11,504 shares; 2025Q4: 10,805 shares 10,805 $1.35M 0.05% -699 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 6,274 shares; 2025Q1: 4,483 shares; 2025Q2: 4,737 shares; 2025Q3: 14,048 shares; 2025Q4: 9,751 shares 9,751 $1.32M 0.05% -4,297 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 4,121 shares; 2025Q1: 3,865 shares; 2025Q2: 1,256 shares; 2025Q3: 2,477 shares; 2025Q4: 4,985 shares 4,985 $1.31M 0.05% +2,508 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: 9,038 shares; 2024Q4: 9,309 shares; 2025Q1: 6,789 shares; 2025Q2: 5,794 shares; 2025Q3: 6,172 shares; 2025Q4: 5,977 shares 5,977 $1.28M 0.05% -195 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: 7,197 shares; 2024Q4: 8,564 shares; 2025Q1: 5,673 shares; 2025Q2: 5,402 shares; 2025Q3: 13,288 shares; 2025Q4: 13,644 shares 13,644 $1.28M 0.05% +356 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,663 shares; 2024Q4: 30,798 shares; 2025Q1: 31,280 shares; 2025Q2: 26,442 shares; 2025Q3: 30,109 shares; 2025Q4: 34,164 shares 34,164 $1.28M 0.05% +4,055 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: 35,779 shares; 2024Q4: 86,288 shares; 2025Q1: 4,861 shares; 2025Q2: 5,094 shares; 2025Q3: 5,264 shares; 2025Q4: 4,600 shares 4,600 $1.27M 0.05% -664 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: 4,626 shares; 2024Q4: 6,532 shares; 2025Q1: 6,342 shares; 2025Q2: 1,387 shares; 2025Q3: 1,451 shares; 2025Q4: 1,438 shares 1,438 $1.26M 0.05% -13 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: 100,784 shares; 2024Q4: 99,060 shares; 2025Q1: 14,023 shares; 2025Q2: 20,743 shares; 2025Q3: 31,901 shares; 2025Q4: 26,792 shares 26,792 $1.26M 0.05% -5,109 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 12,752 shares; 2025Q3: 14,267 shares; 2025Q4: 28,762 shares 28,762 $1.25M 0.05% +14,495 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,544 shares; 2024Q4: 58,852 shares; 2025Q1: 61,035 shares; 2025Q2: 78,638 shares; 2025Q3: 82,093 shares; 2025Q4: 85,745 shares 85,745 $1.23M 0.05% +3,652 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: 19,943 shares; 2024Q4: 21,704 shares; 2025Q1: 13,425 shares; 2025Q2: 15,247 shares; 2025Q3: 15,395 shares; 2025Q4: 15,002 shares 15,002 $1.23M 0.05% -393 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: 3,197 shares; 2024Q4: 3,245 shares; 2025Q1: 2,311 shares; 2025Q2: 2,054 shares; 2025Q3: 2,009 shares; 2025Q4: 2,155 shares 2,155 $1.22M 0.04% +146 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: 32,628 shares; 2024Q4: 25,022 shares; 2025Q1: 4,025 shares; 2025Q2: 3,599 shares; 2025Q3: 1,143 shares; 2025Q4: 1,936 shares 1,936 $1.19M 0.04% +793 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,157 shares; 2024Q4: 30,578 shares; 2025Q1: 30,583 shares; 2025Q2: 32,354 shares; 2025Q3: 32,994 shares; 2025Q4: 32,323 shares 32,323 $1.19M 0.04% -671 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,986 shares 17,986 $1.18M 0.04% new 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: 25,096 shares; 2024Q4: 23,183 shares; 2025Q1: 11,600 shares; 2025Q2: 12,238 shares; 2025Q3: 48,385 shares; 2025Q4: 39,141 shares 39,141 $1.17M 0.04% -9,244 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,967 shares; 2024Q4: 16,135 shares; 2025Q1: 10,617 shares; 2025Q2: 15,192 shares; 2025Q3: 16,784 shares; 2025Q4: 22,974 shares 22,974 $1.17M 0.04% +6,190 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: 1,632 shares; 2024Q4: 2,292 shares; 2025Q1: 1,970 shares; 2025Q2: 2,016 shares; 2025Q3: 7,238 shares; 2025Q4: 6,001 shares 6,001 $1.15M 0.04% -1,237 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,163 shares; 2024Q4: 19,923 shares; 2025Q1: 30,681 shares; 2025Q2: 33,197 shares; 2025Q3: 27,100 shares; 2025Q4: 32,175 shares 32,175 $1.13M 0.04% +5,075 Timeline AVRE 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: 26,676 shares; 2024Q4: 28,754 shares; 2025Q1: 23,970 shares; 2025Q2: 23,363 shares; 2025Q3: 23,542 shares; 2025Q4: 26,038 shares 26,038 $1.13M 0.04% +2,496 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: 57,791 shares; 2024Q4: 10,206 shares; 2025Q1: 5,630 shares; 2025Q2: 12,468 shares; 2025Q3: 12,967 shares; 2025Q4: 11,706 shares 11,706 $1.13M 0.04% -1,261 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: 10,038 shares; 2024Q4: 9,559 shares; 2025Q1: 8,450 shares; 2025Q2: 8,569 shares; 2025Q3: 10,089 shares; 2025Q4: 10,154 shares 10,154 $1.12M 0.04% +65 Timeline HYS 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: 11,421 shares; 2024Q4: 10,385 shares; 2025Q1: 10,164 shares; 2025Q2: 10,269 shares; 2025Q3: 10,466 shares; 2025Q4: 11,787 shares 11,787 $1.12M 0.04% +1,321 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: 5,952 shares; 2024Q4: 6,495 shares; 2025Q1: 4,035 shares; 2025Q2: 3,707 shares; 2025Q3: 3,825 shares; 2025Q4: 3,769 shares 3,769 $1.12M 0.04% -56 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,383 shares; 2024Q4: 13,443 shares; 2025Q1: 13,965 shares; 2025Q2: 12,146 shares; 2025Q3: 11,471 shares; 2025Q4: 11,002 shares 11,002 $1.11M 0.04% -469 Timeline GQQQ EA SERIES TRUST More: the full row for EA 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: 7,489 shares; 2025Q3: 12,006 shares; 2025Q4: 36,922 shares 36,922 $1.11M 0.04% +24,916 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,979 shares; 2024Q4: 4,718 shares; 2025Q1: 2,733 shares; 2025Q2: 3,176 shares; 2025Q3: 3,419 shares; 2025Q4: 3,167 shares 3,167 $1.09M 0.04% -252 Timeline AGGA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,989 shares; 2025Q3: 14,008 shares; 2025Q4: 43,051 shares 43,051 $1.09M 0.04% +29,043 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: 12,648 shares; 2024Q4: 11,730 shares; 2025Q1: 7,968 shares; 2025Q2: 15,626 shares; 2025Q3: 17,859 shares; 2025Q4: 15,658 shares 15,658 $1.09M 0.04% -2,201 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: 3,074 shares; 2024Q4: 3,279 shares; 2025Q1: 2,140 shares; 2025Q2: 3,017 shares; 2025Q3: 9,064 shares; 2025Q4: 13,588 shares 13,588 $1.07M 0.04% +4,524 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,503 shares; 2024Q4: 27,975 shares; 2025Q1: 24,178 shares; 2025Q2: 25,388 shares; 2025Q3: 23,681 shares; 2025Q4: 30,576 shares 30,576 $1.06M 0.04% +6,895 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,276 shares; 2024Q4: 72,212 shares; 2025Q1: 55,260 shares; 2025Q2: 45,828 shares; 2025Q3: 40,315 shares; 2025Q4: 23,755 shares 23,755 $1.06M 0.04% -16,560 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: 2,642 shares; 2025Q1: 2,080 shares; 2025Q2: 1,642 shares; 2025Q3: 3,435 shares; 2025Q4: 3,138 shares 3,138 $1.06M 0.04% -297 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: 15,316 shares; 2024Q4: 17,042 shares; 2025Q1: 21,430 shares; 2025Q2: 11,233 shares; 2025Q3: 14,820 shares; 2025Q4: 24,800 shares 24,800 $1.06M 0.04% +9,980 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,829 shares; 2024Q4: 14,251 shares; 2025Q1: 13,790 shares; 2025Q2: 13,888 shares; 2025Q3: 13,961 shares; 2025Q4: 13,664 shares 13,664 $1.06M 0.04% -297 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: 861 shares; 2025Q1: 499 shares; 2025Q2: 507 shares; 2025Q3: 929 shares; 2025Q4: 978 shares 978 $1.05M 0.04% +49 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,817 shares; 2024Q4: 29,699 shares; 2025Q1: 26,453 shares; 2025Q2: 7,419 shares; 2025Q3: 9,563 shares; 2025Q4: 23,393 shares 23,393 $1.05M 0.04% +13,830 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: 35,806 shares; 2024Q4: 51,160 shares; 2025Q1: 41,953 shares; 2025Q2: 9,672 shares; 2025Q3: 9,561 shares; 2025Q4: 9,917 shares 9,917 $1.04M 0.04% +356 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: 5,285 shares; 2024Q4: 4,802 shares; 2025Q1: 3,162 shares; 2025Q2: 3,102 shares; 2025Q3: 3,320 shares; 2025Q4: 3,411 shares 3,411 $1.04M 0.04% +91 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,606 shares; 2024Q4: 14,602 shares; 2025Q1: 11,344 shares; 2025Q2: 12,634 shares; 2025Q3: 15,696 shares; 2025Q4: 25,771 shares 25,771 $1.04M 0.04% +10,075 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: 5,010 shares; 2024Q4: 8,917 shares; 2025Q1: 8,991 shares; 2025Q2: 2,332 shares; 2025Q3: 5,833 shares; 2025Q4: 8,550 shares 8,550 $1.03M 0.04% +2,717 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,286 shares; 2025Q4: 12,012 shares 12,012 $1.02M 0.04% -4,274 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: 3,582 shares; 2024Q4: 3,232 shares; 2025Q1: 1,846 shares; 2025Q2: 1,210 shares; 2025Q3: 1,228 shares; 2025Q4: 1,188 shares 1,188 $1.02M 0.04% -40 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 3,033 shares; 2025Q1: 5,200 shares; 2025Q2: 5,343 shares; 2025Q3: 3,885 shares; 2025Q4: 5,505 shares 5,505 $1.02M 0.04% +1,620 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,601 shares; 2024Q4: 27,370 shares; 2025Q1: 32,558 shares; 2025Q2: 31,310 shares; 2025Q3: 29,637 shares; 2025Q4: 25,935 shares 25,935 $1.02M 0.04% -3,702 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: 12,352 shares; 2024Q4: 11,508 shares; 2025Q1: 10,178 shares; 2025Q2: 7,683 shares; 2025Q3: 4,635 shares; 2025Q4: 3,092 shares 3,092 $1.02M 0.04% -1,543 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: 16,923 shares; 2024Q4: 14,415 shares; 2025Q1: 8,357 shares; 2025Q2: 8,329 shares; 2025Q3: 8,277 shares; 2025Q4: 7,033 shares 7,033 $1.01M 0.04% -1,244 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,403 shares; 2024Q4: 17,822 shares; 2025Q1: 18,205 shares; 2025Q2: 18,105 shares; 2025Q3: 19,098 shares; 2025Q4: 21,368 shares 21,368 $1.01M 0.04% +2,270 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,949 shares; 2024Q4: 12,435 shares; 2025Q1: 11,423 shares; 2025Q2: 11,004 shares; 2025Q3: 10,836 shares; 2025Q4: 13,631 shares 13,631 $1M 0.04% +2,795 Timeline CRAK 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,649 shares 26,649 $1000K 0.04% new 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: 13,244 shares; 2024Q4: 8,190 shares; 2025Q1: 8,428 shares; 2025Q2: 8,225 shares; 2025Q3: 8,965 shares; 2025Q4: 8,351 shares 8,351 $997K 0.04% -614 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,097 shares; 2024Q4: 23,566 shares; 2025Q1: 21,575 shares; 2025Q2: 21,647 shares; 2025Q3: 21,303 shares; 2025Q4: 20,746 shares 20,746 $985K 0.04% -557 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: 415 shares; 2024Q4: 7,226 shares; 2025Q1: 7,083 shares; 2025Q2: 7,150 shares; 2025Q3: 7,052 shares; 2025Q4: 8,938 shares 8,938 $982K 0.04% +1,886 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: 20,964 shares; 2024Q4: 41,572 shares; 2025Q1: 1,485 shares; 2025Q2: 2,005 shares; 2025Q3: 9,964 shares; 2025Q4: 2,851 shares 2,851 $978K 0.04% -7,113 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 5,211 shares; 2025Q1: 4,764 shares; 2025Q2: 4,714 shares; 2025Q3: 4,971 shares; 2025Q4: 5,307 shares 5,307 $978K 0.04% +336 Timeline JSCP 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: 35,281 shares; 2024Q4: 31,869 shares; 2025Q1: 24,846 shares; 2025Q2: 23,027 shares; 2025Q3: 23,999 shares; 2025Q4: 20,555 shares 20,555 $978K 0.04% -3,444 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: 2,482 shares; 2024Q4: 2,488 shares; 2025Q1: 746 shares; 2025Q2: 2,586 shares; 2025Q3: 7,320 shares; 2025Q4: 7,161 shares 7,161 $972K 0.04% -159 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: 6,306 shares; 2024Q4: 5,469 shares; 2025Q1: 1,699 shares; 2025Q2: 2,179 shares; 2025Q3: 3,953 shares; 2025Q4: 6,004 shares 6,004 $966K 0.04% +2,051 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,430 shares; 2024Q4: 19,255 shares; 2025Q1: 20,742 shares; 2025Q2: 27,390 shares; 2025Q3: 27,356 shares; 2025Q4: 35,477 shares 35,477 $961K 0.04% +8,121 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: 4,581 shares; 2024Q4: 4,206 shares; 2025Q1: 3,295 shares; 2025Q2: 3,759 shares; 2025Q3: 3,667 shares; 2025Q4: 3,704 shares 3,704 $953K 0.04% +37 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: 3,499 shares; 2024Q4: 3,436 shares; 2025Q1: 1,734 shares; 2025Q2: 2,089 shares; 2025Q3: 3,011 shares; 2025Q4: 2,969 shares 2,969 $946K 0.03% -42 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: 3,753 shares; 2024Q4: 3,466 shares; 2025Q1: 2,956 shares; 2025Q2: 2,401 shares; 2025Q3: 2,623 shares; 2025Q4: 2,668 shares 2,668 $938K 0.03% +45 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,420 shares; 2025Q1: not reported; 2025Q2: 9,617 shares; 2025Q3: 13,508 shares; 2025Q4: 13,931 shares 13,931 $938K 0.03% +423 Timeline PALC 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: 48,567 shares; 2024Q4: 47,287 shares; 2025Q1: 30,348 shares; 2025Q2: 29,903 shares; 2025Q3: 27,747 shares; 2025Q4: 17,945 shares 17,945 $937K 0.03% -9,802 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,436 shares; 2024Q4: 5,059 shares; 2025Q1: 4,241 shares; 2025Q2: 9,968 shares; 2025Q3: 9,940 shares; 2025Q4: 9,615 shares 9,615 $934K 0.03% -325 Timeline PGHY 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: 33,359 shares; 2024Q4: 38,807 shares; 2025Q1: 42,712 shares; 2025Q2: 41,999 shares; 2025Q3: 46,939 shares; 2025Q4: 46,906 shares 46,906 $933K 0.03% -33 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 318 shares; 2025Q1: 246 shares; 2025Q2: 2,225 shares; 2025Q3: 2,562 shares; 2025Q4: 1,691 shares 1,691 $932K 0.03% -871 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: 1,410 shares; 2024Q4: 1,394 shares; 2025Q1: 1,097 shares; 2025Q2: 1,251 shares; 2025Q3: 4,004 shares; 2025Q4: 3,759 shares 3,759 $928K 0.03% -245 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,302 shares; 2024Q4: 35,552 shares; 2025Q1: 36,612 shares; 2025Q2: 39,350 shares; 2025Q3: 42,558 shares; 2025Q4: 45,537 shares 45,537 $923K 0.03% +2,979 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,359 shares; 2024Q4: 8,347 shares; 2025Q1: not reported; 2025Q2: 23,120 shares; 2025Q3: 49,568 shares; 2025Q4: 23,911 shares 23,911 $922K 0.03% -25,657 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 5,193 shares; 2025Q1: 6,115 shares; 2025Q2: 7,667 shares; 2025Q3: 41,534 shares; 2025Q4: 17,335 shares 17,335 $915K 0.03% -24,199 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,523 shares; 2024Q4: 13,550 shares; 2025Q1: 12,595 shares; 2025Q2: 12,420 shares; 2025Q3: 14,507 shares; 2025Q4: 24,754 shares 24,754 $913K 0.03% +10,247 Timeline DGCB 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: 9,670 shares; 2024Q4: 11,603 shares; 2025Q1: 18,779 shares; 2025Q2: 9,446 shares; 2025Q3: 15,672 shares; 2025Q4: 16,739 shares 16,739 $908K 0.03% +1,067 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: 26,761 shares; 2024Q4: 21,763 shares; 2025Q1: 16,950 shares; 2025Q2: 11,561 shares; 2025Q3: 15,579 shares; 2025Q4: 12,901 shares 12,901 $902K 0.03% -2,678 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 10,154 shares; 2025Q1: not reported; 2025Q2: 421 shares; 2025Q3: 3,343 shares; 2025Q4: 12,947 shares 12,947 $900K 0.03% +9,604 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 9,366 shares; 2025Q1: 3,639 shares; 2025Q2: 3,415 shares; 2025Q3: 4,821 shares; 2025Q4: 13,559 shares 13,559 $900K 0.03% +8,738 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: 6,204 shares; 2024Q4: 9,505 shares; 2025Q1: 7,689 shares; 2025Q2: 7,313 shares; 2025Q3: 10,153 shares; 2025Q4: 10,271 shares 10,271 $895K 0.03% +118 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: 3,127 shares; 2024Q4: 2,796 shares; 2025Q1: 2,126 shares; 2025Q2: 2,031 shares; 2025Q3: 1,785 shares; 2025Q4: 2,093 shares 2,093 $893K 0.03% +308 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,178 shares; 2024Q4: 15,229 shares; 2025Q1: 15,510 shares; 2025Q2: 18,611 shares; 2025Q3: 18,850 shares; 2025Q4: 20,100 shares 20,100 $891K 0.03% +1,250 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: 22,227 shares; 2024Q4: 20,761 shares; 2025Q1: 23,242 shares; 2025Q2: 23,667 shares; 2025Q3: 20,497 shares; 2025Q4: 18,776 shares 18,776 $889K 0.03% -1,721 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 9,318 shares; 2025Q1: 9,284 shares; 2025Q2: 10,024 shares; 2025Q3: 9,865 shares; 2025Q4: 9,147 shares 9,147 $881K 0.03% -718 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: 36,927 shares; 2024Q4: 36,859 shares; 2025Q1: 30,438 shares; 2025Q2: 42,636 shares; 2025Q3: 51,190 shares; 2025Q4: 12,263 shares 12,263 $876K 0.03% -38,927 Timeline DFEM 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: 9,297 shares; 2024Q4: 14,750 shares; 2025Q1: 23,592 shares; 2025Q2: 14,640 shares; 2025Q3: 24,176 shares; 2025Q4: 26,461 shares 26,461 $875K 0.03% +2,285 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,240 shares; 2024Q4: 31,822 shares; 2025Q1: 32,140 shares; 2025Q2: 22,627 shares; 2025Q3: 22,590 shares; 2025Q4: 28,104 shares 28,104 $875K 0.03% +5,514 Timeline FCTR 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: 25,994 shares; 2024Q4: 24,987 shares; 2025Q1: 29,046 shares; 2025Q2: 30,482 shares; 2025Q3: 27,932 shares; 2025Q4: 24,302 shares 24,302 $867K 0.03% -3,630 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,135 shares; 2024Q4: 27,104 shares; 2025Q1: 26,350 shares; 2025Q2: 26,407 shares; 2025Q3: 27,297 shares; 2025Q4: 31,881 shares 31,881 $864K 0.03% +4,584 Timeline ALTL 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: 19,337 shares; 2024Q4: 19,062 shares; 2025Q1: 22,931 shares; 2025Q2: 24,452 shares; 2025Q3: 23,404 shares; 2025Q4: 20,120 shares 20,120 $864K 0.03% -3,284 Timeline EMDM 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: not reported; 2025Q4: 27,518 shares 27,518 $862K 0.03% 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: 18,467 shares; 2024Q4: 17,572 shares; 2025Q1: 53,207 shares; 2025Q2: 21,089 shares; 2025Q3: 20,074 shares; 2025Q4: 11,591 shares 11,591 $859K 0.03% -8,483 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: 9,977 shares; 2024Q4: 10,689 shares; 2025Q1: 11,333 shares; 2025Q2: 10,907 shares; 2025Q3: 10,629 shares; 2025Q4: 13,357 shares 13,357 $855K 0.03% +2,728 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,821 shares; 2025Q1: 26,342 shares; 2025Q2: 32,325 shares; 2025Q3: 34,308 shares; 2025Q4: 40,064 shares 40,064 $851K 0.03% +5,756 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,847 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,550 shares 5,550 $849K 0.03% 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: 488 shares; 2024Q4: 344 shares; 2025Q1: 346 shares; 2025Q2: 348 shares; 2025Q3: 369 shares; 2025Q4: 419 shares 419 $844K 0.03% +50 Timeline SSRM SSR MINING IN More: the full row for SSR MINING 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: 46,017 shares; 2025Q4: 38,311 shares 38,311 $840K 0.03% -7,706 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: 139,039 shares; 2024Q4: 143,852 shares; 2025Q1: 6,235 shares; 2025Q2: 6,658 shares; 2025Q3: 7,160 shares; 2025Q4: 14,774 shares 14,774 $839K 0.03% +7,614 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,730 shares; 2024Q4: 11,304 shares; 2025Q1: 11,387 shares; 2025Q2: 11,319 shares; 2025Q3: 10,807 shares; 2025Q4: 11,807 shares 11,807 $838K 0.03% +1,000 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: 3,869 shares; 2024Q4: 2,781 shares; 2025Q1: 1,960 shares; 2025Q2: 2,047 shares; 2025Q3: 2,941 shares; 2025Q4: 2,541 shares 2,541 $832K 0.03% -400 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,576 shares; 2025Q1: 2,967 shares; 2025Q2: 12,961 shares; 2025Q3: 31,895 shares; 2025Q4: 49,519 shares 49,519 $829K 0.03% +17,624 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 12,253 shares; 2025Q1: 6,217 shares; 2025Q2: 5,292 shares; 2025Q3: 5,021 shares; 2025Q4: 4,663 shares 4,663 $828K 0.03% -358 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,314 shares; 2024Q4: 13,878 shares; 2025Q1: 14,147 shares; 2025Q2: 12,407 shares; 2025Q3: 12,605 shares; 2025Q4: 11,955 shares 11,955 $825K 0.03% -650 Timeline SPTS 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: 60,294 shares; 2024Q4: 39,030 shares; 2025Q1: 38,274 shares; 2025Q2: 36,967 shares; 2025Q3: 35,816 shares; 2025Q4: 28,166 shares 28,166 $825K 0.03% -7,650 Timeline PAMC 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: 18,079 shares; 2024Q4: 17,549 shares; 2025Q1: 20,609 shares; 2025Q2: 21,808 shares; 2025Q3: 20,330 shares; 2025Q4: 17,683 shares 17,683 $824K 0.03% -2,647 Timeline SLQD 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: 8,069 shares; 2024Q4: 8,039 shares; 2025Q1: 15,927 shares; 2025Q2: 17,596 shares; 2025Q3: 17,267 shares; 2025Q4: 16,156 shares 16,156 $819K 0.03% -1,111 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 646 shares; 2025Q1: 589 shares; 2025Q2: 679 shares; 2025Q3: 1,068 shares; 2025Q4: 1,401 shares 1,401 $814K 0.03% +333 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,718 shares; 2024Q4: 10,053 shares; 2025Q1: 9,664 shares; 2025Q2: 9,958 shares; 2025Q3: 12,159 shares; 2025Q4: 12,903 shares 12,903 $813K 0.03% +744 Timeline CWB 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: 9,146 shares; 2024Q4: 231,829 shares; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: 7,486 shares; 2025Q4: 9,081 shares 9,081 $810K 0.03% +1,595 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,026 shares; 2024Q4: 27,280 shares; 2025Q1: 25,770 shares; 2025Q2: 27,234 shares; 2025Q3: 26,773 shares; 2025Q4: 28,865 shares 28,865 $802K 0.03% +2,092 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: 10,738 shares; 2024Q4: 13,149 shares; 2025Q1: 15 shares; 2025Q2: 403 shares; 2025Q3: 8,786 shares; 2025Q4: 6,538 shares 6,538 $796K 0.03% -2,248 Timeline FLRN 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: 51,822 shares; 2024Q4: 94 shares; 2025Q1: 87 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 25,560 shares 25,560 $785K 0.03% +25,559 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 1,248 shares; 2025Q1: 1,328 shares; 2025Q2: 2,176 shares; 2025Q3: 3,583 shares; 2025Q4: 4,053 shares 4,053 $784K 0.03% +470 Timeline DEED 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: 5,898 shares; 2024Q4: 4,815 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,134 shares 36,134 $780K 0.03% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 684 shares; 2025Q1: 144 shares; 2025Q2: 133 shares; 2025Q3: 13,126 shares; 2025Q4: 12,286 shares 12,286 $780K 0.03% -840 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,805 shares; 2024Q4: 8,654 shares; 2025Q1: 8,475 shares; 2025Q2: 6,324 shares; 2025Q3: 6,866 shares; 2025Q4: 6,166 shares 6,166 $776K 0.03% -700 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: not reported; 2025Q4: 9,281 shares 9,281 $775K 0.03% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,123 shares; 2024Q4: 19,849 shares; 2025Q1: 16,833 shares; 2025Q2: 17,529 shares; 2025Q3: 17,310 shares; 2025Q4: 17,004 shares 17,004 $774K 0.03% -306 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 229 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,586 shares 15,586 $774K 0.03% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 7,941 shares; 2025Q1: 8,003 shares; 2025Q2: 5,448 shares; 2025Q3: 5,448 shares; 2025Q4: 5,624 shares 5,624 $766K 0.03% +176 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 5,489 shares; 2025Q1: 9,926 shares; 2025Q2: 14,326 shares; 2025Q3: 15,504 shares; 2025Q4: 14,007 shares 14,007 $766K 0.03% -1,497 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 4,340 shares; 2025Q1: 3,501 shares; 2025Q2: 5,355 shares; 2025Q3: 5,325 shares; 2025Q4: 3,922 shares 3,922 $765K 0.03% -1,403 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 597 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,056 shares; 2025Q4: 2,584 shares 2,584 $764K 0.03% +528 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 3,354 shares; 2025Q1: 2,119 shares; 2025Q2: 1,686 shares; 2025Q3: not reported; 2025Q4: 18,957 shares 18,957 $762K 0.03% new Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 6,179 shares; 2025Q1: 6,691 shares; 2025Q2: 7,634 shares; 2025Q3: 5,358 shares; 2025Q4: 6,104 shares 6,104 $756K 0.03% +746 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: 1,527 shares; 2024Q4: 2,728 shares; 2025Q1: 2,135 shares; 2025Q2: 2,823 shares; 2025Q3: 3,138 shares; 2025Q4: 3,119 shares 3,119 $756K 0.03% -19 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: 343 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,691 shares; 2025Q4: 7,283 shares 7,283 $755K 0.03% -7,408 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: 63,260 shares; 2024Q4: 66,690 shares; 2025Q1: 26,743 shares; 2025Q2: 31,734 shares; 2025Q3: 29,739 shares; 2025Q4: 30,321 shares 30,321 $753K 0.03% +582 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,672 shares; 2024Q4: 244,443 shares; 2025Q1: 37,830 shares; 2025Q2: 48,375 shares; 2025Q3: 19,986 shares; 2025Q4: 28,972 shares 28,972 $751K 0.03% +8,986 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,502 shares; 2024Q4: 21,905 shares; 2025Q1: 20,021 shares; 2025Q2: 23,159 shares; 2025Q3: 23,142 shares; 2025Q4: 26,733 shares 26,733 $749K 0.03% +3,591 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 1,044 shares; 2025Q1: not reported; 2025Q2: 1,264 shares; 2025Q3: 4,522 shares; 2025Q4: 4,320 shares 4,320 $744K 0.03% -202 Timeline JIRE 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: 5,124 shares; 2024Q4: 4,675 shares; 2025Q1: 4,069 shares; 2025Q2: 5,912 shares; 2025Q3: 9,140 shares; 2025Q4: 9,853 shares 9,853 $738K 0.03% +713 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: 15,892 shares; 2024Q4: 11,678 shares; 2025Q1: 12,487 shares; 2025Q2: 11,702 shares; 2025Q3: 11,302 shares; 2025Q4: 8,859 shares 8,859 $731K 0.03% -2,443 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,802 shares; 2024Q4: 9,366 shares; 2025Q1: 4,135 shares; 2025Q2: 388 shares; 2025Q3: 3,773 shares; 2025Q4: 12,162 shares 12,162 $730K 0.03% +8,389 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,288 shares; 2024Q4: 11,338 shares; 2025Q1: 8,307 shares; 2025Q2: 6,437 shares; 2025Q3: 6,413 shares; 2025Q4: 6,251 shares 6,251 $729K 0.03% -162 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: 2,286 shares; 2024Q4: 2,020 shares; 2025Q1: 1,366 shares; 2025Q2: 1,588 shares; 2025Q3: 1,519 shares; 2025Q4: 1,498 shares 1,498 $725K 0.03% -21 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: 7,196 shares; 2024Q4: 8,780 shares; 2025Q1: 11,707 shares; 2025Q2: 10,433 shares; 2025Q3: 23,944 shares; 2025Q4: 8,854 shares 8,854 $719K 0.03% -15,090 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 1,145 shares; 2025Q1: 583 shares; 2025Q2: 593 shares; 2025Q3: 627 shares; 2025Q4: 1,532 shares 1,532 $715K 0.03% +905 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: 4,753 shares; 2024Q4: 5,508 shares; 2025Q1: 5,148 shares; 2025Q2: 3,700 shares; 2025Q3: 3,932 shares; 2025Q4: 3,417 shares 3,417 $713K 0.03% -515 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 3,446 shares; 2025Q1: 3,577 shares; 2025Q2: 3,646 shares; 2025Q3: 5,209 shares; 2025Q4: 5,545 shares 5,545 $707K 0.03% +336 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,505 shares; 2024Q4: 20,222 shares; 2025Q1: 20,629 shares; 2025Q2: 18,964 shares; 2025Q3: 20,224 shares; 2025Q4: 21,976 shares 21,976 $705K 0.03% +1,752 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,586 shares; 2024Q4: 9,484 shares; 2025Q1: 8,117 shares; 2025Q2: 7,725 shares; 2025Q3: 7,396 shares; 2025Q4: 7,046 shares 7,046 $704K 0.03% -350 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: 2,550 shares; 2024Q4: 2,588 shares; 2025Q1: 2,306 shares; 2025Q2: 2,560 shares; 2025Q3: 2,608 shares; 2025Q4: 2,429 shares 2,429 $701K 0.03% -179 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 773 shares; 2025Q1: 900 shares; 2025Q2: 1,252 shares; 2025Q3: 5,239 shares; 2025Q4: 5,501 shares 5,501 $696K 0.03% +262 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,839 shares; 2024Q4: 10,363 shares; 2025Q1: 10,102 shares; 2025Q2: 10,147 shares; 2025Q3: 9,456 shares; 2025Q4: 9,323 shares 9,323 $686K 0.03% -133 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: 75,589 shares; 2024Q4: 272,645 shares; 2025Q1: 62,088 shares; 2025Q2: 3,787 shares; 2025Q3: 16,853 shares; 2025Q4: 7,482 shares 7,482 $684K 0.03% -9,371 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 2,344 shares; 2025Q1: 3,359 shares; 2025Q2: 6,290 shares; 2025Q3: 7,835 shares; 2025Q4: 8,781 shares 8,781 $679K 0.03% +946 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: 73,603 shares; 2024Q4: 79,065 shares; 2025Q1: 90,096 shares; 2025Q2: 21,843 shares; 2025Q3: 15,649 shares; 2025Q4: 13,392 shares 13,392 $678K 0.02% -2,257 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: 3,131 shares; 2024Q4: 3,323 shares; 2025Q1: 2,905 shares; 2025Q2: 942 shares; 2025Q3: 1,119 shares; 2025Q4: 1,179 shares 1,179 $676K 0.02% +60 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: 2,000 shares; 2024Q4: 2,448 shares; 2025Q1: 731 shares; 2025Q2: 894 shares; 2025Q3: 836 shares; 2025Q4: 1,032 shares 1,032 $674K 0.02% +196 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,921 shares; 2024Q4: 5,581 shares; 2025Q1: 5,175 shares; 2025Q2: 5,156 shares; 2025Q3: 5,296 shares; 2025Q4: 5,069 shares 5,069 $673K 0.02% -227 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 5,029 shares; 2025Q1: 133 shares; 2025Q2: 6,278 shares; 2025Q3: 6,277 shares; 2025Q4: 17,323 shares 17,323 $670K 0.02% +11,046 Timeline JBND 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: 12,376 shares 12,376 $669K 0.02% new Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,314 shares; 2025Q4: 88,492 shares 88,492 $667K 0.02% +48,178 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: 45,402 shares; 2024Q4: 28,144 shares; 2025Q1: 17,478 shares; 2025Q2: 20,539 shares; 2025Q3: 26,907 shares; 2025Q4: 16,273 shares 16,273 $663K 0.02% -10,634 Timeline DFSD 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: 831 shares; 2024Q4: 843 shares; 2025Q1: 8,010 shares; 2025Q2: 1,665 shares; 2025Q3: 7,152 shares; 2025Q4: 13,728 shares 13,728 $658K 0.02% +6,576 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: 1,459 shares; 2024Q4: 3,010 shares; 2025Q1: 3,515 shares; 2025Q2: 5,453 shares; 2025Q3: 14,217 shares; 2025Q4: 12,236 shares 12,236 $658K 0.02% -1,981 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,537 shares; 2024Q4: 23,038 shares; 2025Q1: 25,207 shares; 2025Q2: 28,794 shares; 2025Q3: 23,647 shares; 2025Q4: 27,726 shares 27,726 $657K 0.02% +4,079 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 2,445 shares; 2025Q1: 3,179 shares; 2025Q2: 3,044 shares; 2025Q3: 3,141 shares; 2025Q4: 2,369 shares 2,369 $652K 0.02% -772 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,084 shares; 2024Q4: 4,616 shares; 2025Q1: 2,822 shares; 2025Q2: 2,827 shares; 2025Q3: 2,819 shares; 2025Q4: 2,965 shares 2,965 $652K 0.02% +146 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,629 shares; 2024Q4: 13,369 shares; 2025Q1: 18,898 shares; 2025Q2: 19,415 shares; 2025Q3: 19,921 shares; 2025Q4: 18,491 shares 18,491 $648K 0.02% -1,430 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: 6,819 shares; 2024Q4: 5,355 shares; 2025Q1: 4,352 shares; 2025Q2: 4,582 shares; 2025Q3: 7,527 shares; 2025Q4: 7,375 shares 7,375 $646K 0.02% -152 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,118 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,695 shares; 2025Q4: 14,185 shares 14,185 $639K 0.02% -20,510 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: 1,156 shares; 2024Q4: 1 shares; 2025Q1: 10,614 shares; 2025Q2: 11,762 shares; 2025Q3: 12,785 shares; 2025Q4: 13,920 shares 13,920 $636K 0.02% +1,135 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,164 shares; 2024Q4: 7,172 shares; 2025Q1: 5,770 shares; 2025Q2: 5,973 shares; 2025Q3: 22,686 shares; 2025Q4: 16,414 shares 16,414 $634K 0.02% -6,272 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,172 shares; 2024Q4: 31,298 shares; 2025Q1: 28,343 shares; 2025Q2: 24,274 shares; 2025Q3: 37,490 shares; 2025Q4: 39,439 shares 39,439 $634K 0.02% +1,949 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,657 shares; 2024Q4: 4,276 shares; 2025Q1: 3,979 shares; 2025Q2: 3,901 shares; 2025Q3: 3,987 shares; 2025Q4: 3,884 shares 3,884 $634K 0.02% -103 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,470 shares; 2024Q4: 7,494 shares; 2025Q1: 7,340 shares; 2025Q2: 7,214 shares; 2025Q3: 6,964 shares; 2025Q4: 3,634 shares 3,634 $633K 0.02% -3,330 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,465 shares; 2024Q4: 6,548 shares; 2025Q1: 6,231 shares; 2025Q2: 4,880 shares; 2025Q3: 7,637 shares; 2025Q4: 8,547 shares 8,547 $630K 0.02% +910 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,619 shares; 2024Q4: 82,166 shares; 2025Q1: 16,865 shares; 2025Q2: 15,879 shares; 2025Q3: 15,079 shares; 2025Q4: 15,387 shares 15,387 $629K 0.02% +308 Timeline CARZ 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: 10,177 shares; 2025Q4: 8,062 shares 8,062 $628K 0.02% -2,115 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,345 shares; 2024Q4: 11,791 shares; 2025Q1: 8,951 shares; 2025Q2: 11,005 shares; 2025Q3: 11,909 shares; 2025Q4: 10,965 shares 10,965 $621K 0.02% -944 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: 5,927 shares; 2024Q4: 5,551 shares; 2025Q1: 4,545 shares; 2025Q2: 2,594 shares; 2025Q3: 2,655 shares; 2025Q4: 2,563 shares 2,563 $618K 0.02% -92 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,498 shares; 2024Q4: 11,276 shares; 2025Q1: 12,981 shares; 2025Q2: 18,100 shares; 2025Q3: 10,095 shares; 2025Q4: 23,005 shares 23,005 $609K 0.02% +12,910 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,035 shares; 2024Q4: 9,582 shares; 2025Q1: 6,794 shares; 2025Q2: 12,392 shares; 2025Q3: 8,822 shares; 2025Q4: 9,982 shares 9,982 $605K 0.02% +1,160 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: 7,959 shares; 2024Q4: 7,129 shares; 2025Q1: 11,268 shares; 2025Q2: 5,139 shares; 2025Q3: 4,966 shares; 2025Q4: 4,862 shares 4,862 $597K 0.02% -104 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: 5,597 shares; 2024Q4: 7,390 shares; 2025Q1: 6,147 shares; 2025Q2: 5,616 shares; 2025Q3: 5,250 shares; 2025Q4: 5,383 shares 5,383 $594K 0.02% +133 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,717 shares; 2024Q4: 22,767 shares; 2025Q1: 20,360 shares; 2025Q2: 20,546 shares; 2025Q3: 19,641 shares; 2025Q4: 21,560 shares 21,560 $593K 0.02% +1,919 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 843 shares; 2025Q1: 837 shares; 2025Q2: 1,307 shares; 2025Q3: not reported; 2025Q4: 3,475 shares 3,475 $592K 0.02% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,706 shares; 2025Q1: not reported; 2025Q2: 4,569 shares; 2025Q3: 4,599 shares; 2025Q4: 4,516 shares 4,516 $592K 0.02% -83 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: 140 shares; 2024Q4: 751 shares; 2025Q1: 3,029 shares; 2025Q2: 3,800 shares; 2025Q3: 15,541 shares; 2025Q4: 12,367 shares 12,367 $592K 0.02% -3,174 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,869 shares; 2025Q1: 1,516 shares; 2025Q2: 1,296 shares; 2025Q3: 1,283 shares; 2025Q4: 1,253 shares 1,253 $583K 0.02% -30 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,797 shares; 2025Q1: 1,599 shares; 2025Q2: 1,753 shares; 2025Q3: 1,620 shares; 2025Q4: 1,509 shares 1,509 $578K 0.02% -111 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 7,844 shares; 2025Q1: 7,290 shares; 2025Q2: 8,930 shares; 2025Q3: 15,007 shares; 2025Q4: 22,501 shares 22,501 $576K 0.02% +7,494 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: 13,865 shares; 2024Q4: 13,767 shares; 2025Q1: 11,617 shares; 2025Q2: 11,825 shares; 2025Q3: 10,894 shares; 2025Q4: 10,655 shares 10,655 $575K 0.02% -239 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: not reported; 2024Q4: 4,058 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,476 shares; 2025Q4: 7,794 shares 7,794 $574K 0.02% +318 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: 34,744 shares; 2024Q4: 20,763 shares; 2025Q1: 11,940 shares; 2025Q2: 18,041 shares; 2025Q3: 29,633 shares; 2025Q4: 23,002 shares 23,002 $573K 0.02% -6,631 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: 1,301 shares; 2025Q1: 1,250 shares; 2025Q2: 1,429 shares; 2025Q3: 1,272 shares; 2025Q4: 1,273 shares 1,273 $567K 0.02% +1 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,656 shares; 2024Q4: 53,680 shares; 2025Q1: 12,885 shares; 2025Q2: 16,377 shares; 2025Q3: 891 shares; 2025Q4: 1,360 shares 1,360 $561K 0.02% +469 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,367 shares; 2024Q4: 6,079 shares; 2025Q1: 5,302 shares; 2025Q2: 5,879 shares; 2025Q3: 13,217 shares; 2025Q4: 11,318 shares 11,318 $557K 0.02% -1,899 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: 6,226 shares; 2024Q4: 3,185 shares; 2025Q1: 4,432 shares; 2025Q2: 5,676 shares; 2025Q3: 9,236 shares; 2025Q4: 7,975 shares 7,975 $554K 0.02% -1,261 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,578 shares; 2024Q4: 94,767 shares; 2025Q1: 13,286 shares; 2025Q2: 2,075 shares; 2025Q3: 5,544 shares; 2025Q4: 5,161 shares 5,161 $550K 0.02% -383 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 137 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 587 shares 587 $548K 0.02% new Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,516 shares; 2024Q4: 4,362 shares; 2025Q1: 5,397 shares; 2025Q2: 7,183 shares; 2025Q3: 5,743 shares; 2025Q4: 5,897 shares 5,897 $547K 0.02% +154 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: 1,610 shares; 2024Q4: 1,630 shares; 2025Q1: 2,001 shares; 2025Q2: 2,916 shares; 2025Q3: 3,086 shares; 2025Q4: 2,991 shares 2,991 $544K 0.02% -95 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: 14,266 shares; 2024Q4: 14,235 shares; 2025Q1: 16,878 shares; 2025Q2: 18,408 shares; 2025Q3: 27,865 shares; 2025Q4: 10,925 shares 10,925 $536K 0.02% -16,940 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: 6,926 shares; 2024Q4: 8,006 shares; 2025Q1: 4,472 shares; 2025Q2: 8,300 shares; 2025Q3: 9,976 shares; 2025Q4: 11,455 shares 11,455 $533K 0.02% +1,479 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 2,539 shares; 2025Q1: 2,647 shares; 2025Q2: 4,886 shares; 2025Q3: 5,847 shares; 2025Q4: 7,392 shares 7,392 $532K 0.02% +1,545 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: 10,652 shares; 2024Q4: 9,749 shares; 2025Q1: 5,910 shares; 2025Q2: 6,944 shares; 2025Q3: 7,330 shares; 2025Q4: 9,184 shares 9,184 $530K 0.02% +1,854 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: 5,047 shares; 2024Q4: 8,138 shares; 2025Q1: 9,063 shares; 2025Q2: 7,178 shares; 2025Q3: 4,878 shares; 2025Q4: 4,929 shares 4,929 $528K 0.02% +51 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 7,265 shares; 2025Q2: 16,101 shares; 2025Q3: 44,909 shares; 2025Q4: 13,666 shares 13,666 $527K 0.02% -31,243 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 11,450 shares; 2025Q1: 9,472 shares; 2025Q2: 6,597 shares; 2025Q3: 5,442 shares; 2025Q4: 5,520 shares 5,520 $526K 0.02% +78 Timeline SR SPIRE INC More: the full row for SPIRE 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: 5,895 shares; 2025Q3: 6,663 shares; 2025Q4: 6,316 shares 6,316 $522K 0.02% -347 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 8,624 shares; 2025Q1: 8,106 shares; 2025Q2: 5,338 shares; 2025Q3: 8,708 shares; 2025Q4: 11,269 shares 11,269 $522K 0.02% +2,561 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 55 shares; 2025Q1: 2,151 shares; 2025Q2: 2,095 shares; 2025Q3: 5,712 shares; 2025Q4: 2,162 shares 2,162 $522K 0.02% -3,550 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest 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: 7,835 shares; 2025Q4: 9,041 shares 9,041 $521K 0.02% +1,206 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: 22,678 shares; 2024Q4: 8,643 shares; 2025Q1: 5,884 shares; 2025Q2: 6,362 shares; 2025Q3: 27,345 shares; 2025Q4: 5,398 shares 5,398 $514K 0.02% -21,947 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,181 shares; 2024Q4: 13,256 shares; 2025Q1: 10,435 shares; 2025Q2: 9,240 shares; 2025Q3: 13,860 shares; 2025Q4: 17,205 shares 17,205 $513K 0.02% +3,345 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: 3,643 shares; 2024Q4: 3,613 shares; 2025Q1: 2,840 shares; 2025Q2: 5,894 shares; 2025Q3: 5,964 shares; 2025Q4: 6,277 shares 6,277 $510K 0.02% +313 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: 13,460 shares; 2024Q4: 4,311 shares; 2025Q1: 4,453 shares; 2025Q2: 4,773 shares; 2025Q3: 5,148 shares; 2025Q4: 5,240 shares 5,240 $507K 0.02% +92 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 790 shares; 2025Q1: not reported; 2025Q2: 814 shares; 2025Q3: 9,509 shares; 2025Q4: 11,206 shares 11,206 $507K 0.02% +1,697 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,354 shares; 2024Q4: 28,709 shares; 2025Q1: 27,218 shares; 2025Q2: 26,624 shares; 2025Q3: 25,900 shares; 2025Q4: 29,885 shares 29,885 $507K 0.02% +3,985 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: 22,741 shares; 2024Q4: 36,421 shares; 2025Q1: 44,038 shares; 2025Q2: 14,309 shares; 2025Q3: 15,042 shares; 2025Q4: 15,326 shares 15,326 $504K 0.02% +284 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,213 shares; 2024Q4: 20,855 shares; 2025Q1: 20,900 shares; 2025Q2: 20,914 shares; 2025Q3: 93,517 shares; 2025Q4: 94,898 shares 94,898 $503K 0.02% +1,381 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: 33,357 shares; 2024Q4: 71,946 shares; 2025Q1: 4,847 shares; 2025Q2: 7,636 shares; 2025Q3: 8,300 shares; 2025Q4: 5,154 shares 5,154 $501K 0.02% -3,146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,791 shares; 2024Q4: 4,210 shares; 2025Q1: 15,399 shares; 2025Q2: 15,148 shares; 2025Q3: 17,717 shares; 2025Q4: 9,982 shares 9,982 $499K 0.02% -7,735 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: 1,228 shares; 2024Q4: 2,099 shares; 2025Q1: not reported; 2025Q2: 131 shares; 2025Q3: not reported; 2025Q4: 6,178 shares 6,178 $499K 0.02% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 4,349 shares; 2025Q1: 4,192 shares; 2025Q2: 3,460 shares; 2025Q3: 3,575 shares; 2025Q4: 3,582 shares 3,582 $498K 0.02% +7 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 9,125 shares; 2025Q1: 7,285 shares; 2025Q2: 9,741 shares; 2025Q3: 32,780 shares; 2025Q4: 31,303 shares 31,303 $496K 0.02% -1,477 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,137 shares; 2024Q4: 37,332 shares; 2025Q1: 22,448 shares; 2025Q2: 22,368 shares; 2025Q3: 21,169 shares; 2025Q4: 28,184 shares 28,184 $493K 0.02% +7,015 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 28,058 shares; 2025Q3: 26,451 shares; 2025Q4: 23,580 shares 23,580 $491K 0.02% -2,871 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 8,171 shares; 2025Q1: 9,339 shares; 2025Q2: 5,525 shares; 2025Q3: 5,542 shares; 2025Q4: 8,625 shares 8,625 $487K 0.02% +3,083 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,439 shares; 2024Q4: 15,860 shares; 2025Q1: 18,071 shares; 2025Q2: 10,900 shares; 2025Q3: 12,382 shares; 2025Q4: 10,857 shares 10,857 $485K 0.02% -1,525 Timeline QLTA 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: 39 shares; 2025Q2: not reported; 2025Q3: 14,030 shares; 2025Q4: 10,077 shares 10,077 $485K 0.02% -3,953 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,506 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,893 shares; 2025Q4: 13,391 shares 13,391 $484K 0.02% +3,498 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 93 shares; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 1,148 shares; 2025Q4: 1,420 shares 1,420 $483K 0.02% +272 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA 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: 19,221 shares; 2025Q4: 6,299 shares 6,299 $482K 0.02% -12,922 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,614 shares; 2024Q4: 14,276 shares; 2025Q1: 17,289 shares; 2025Q2: 14,454 shares; 2025Q3: 14,454 shares; 2025Q4: 14,385 shares 14,385 $479K 0.02% -69 Timeline TMSL 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: 10,541 shares; 2025Q1: 10,384 shares; 2025Q2: 10,400 shares; 2025Q3: 9,843 shares; 2025Q4: 13,316 shares 13,316 $478K 0.02% +3,473 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: 12,870 shares; 2024Q4: 11,074 shares; 2025Q1: 9,003 shares; 2025Q2: 10,329 shares; 2025Q3: 9,487 shares; 2025Q4: 9,043 shares 9,043 $478K 0.02% -444 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 1,606 shares; 2025Q1: 491 shares; 2025Q2: 698 shares; 2025Q3: 1,865 shares; 2025Q4: 1,686 shares 1,686 $478K 0.02% -179 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,317 shares; 2024Q4: 71,230 shares; 2025Q1: 60,788 shares; 2025Q2: 51,498 shares; 2025Q3: 45,922 shares; 2025Q4: 40,689 shares 40,689 $473K 0.02% -5,233 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,712 shares; 2024Q4: 2,268 shares; 2025Q1: 1,979 shares; 2025Q2: 2,107 shares; 2025Q3: 4,681 shares; 2025Q4: 4,036 shares 4,036 $473K 0.02% -645 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: 514 shares; 2024Q4: 1,126 shares; 2025Q1: 1,014 shares; 2025Q2: 922 shares; 2025Q3: 1,717 shares; 2025Q4: 3,206 shares 3,206 $470K 0.02% +1,489 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: 5,348 shares; 2024Q4: 6,795 shares; 2025Q1: 3,994 shares; 2025Q2: 5,291 shares; 2025Q3: 4,165 shares; 2025Q4: 4,475 shares 4,475 $470K 0.02% +310 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 7,173 shares; 2025Q3: 51,996 shares; 2025Q4: 14,058 shares 14,058 $468K 0.02% -37,938 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: 3,182 shares; 2024Q4: 3,057 shares; 2025Q1: 2,068 shares; 2025Q2: 2,085 shares; 2025Q3: 2,074 shares; 2025Q4: 2,055 shares 2,055 $468K 0.02% -19 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,842 shares; 2025Q1: 23,930 shares; 2025Q2: 16,697 shares; 2025Q3: 22,833 shares; 2025Q4: 16,351 shares 16,351 $467K 0.02% -6,482 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 1,067 shares; 2025Q1: 880 shares; 2025Q2: 1,281 shares; 2025Q3: 1,193 shares; 2025Q4: 1,199 shares 1,199 $467K 0.02% +6 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,553 shares; 2024Q4: 9,941 shares; 2025Q1: 14,606 shares; 2025Q2: 15,251 shares; 2025Q3: 26,106 shares; 2025Q4: 4,574 shares 4,574 $465K 0.02% -21,532 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,516 shares; 2025Q3: 6,582 shares; 2025Q4: 8,584 shares 8,584 $460K 0.02% +2,002 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 990 shares; 2025Q3: 2,326 shares; 2025Q4: 2,061 shares 2,061 $460K 0.02% -265 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,915 shares 9,915 $460K 0.02% new 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: 2,605 shares; 2024Q4: 1,313 shares; 2025Q1: 1,043 shares; 2025Q2: 954 shares; 2025Q3: 1,018 shares; 2025Q4: 1,010 shares 1,010 $458K 0.02% -8 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,718 shares; 2025Q4: 8,842 shares 8,842 $458K 0.02% +3,124 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 1,957 shares; 2025Q1: 1,555 shares; 2025Q2: 1,539 shares; 2025Q3: 1,607 shares; 2025Q4: 2,270 shares 2,270 $457K 0.02% +663 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 2,086 shares; 2025Q1: 1,973 shares; 2025Q2: 1,833 shares; 2025Q3: 1,776 shares; 2025Q4: 1,744 shares 1,744 $451K 0.02% -32 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: 18,615 shares; 2025Q1: 5,268 shares; 2025Q2: 2,840 shares; 2025Q3: 3,453 shares; 2025Q4: 3,444 shares 3,444 $451K 0.02% -9 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 3,764 shares; 2025Q1: 3,953 shares; 2025Q2: 4,389 shares; 2025Q3: 7,343 shares; 2025Q4: 6,947 shares 6,947 $447K 0.02% -396 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,743 shares; 2024Q4: 14,644 shares; 2025Q1: 10,067 shares; 2025Q2: 13,727 shares; 2025Q3: 8,637 shares; 2025Q4: 9,804 shares 9,804 $447K 0.02% +1,167 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 5,838 shares; 2025Q1: 3,924 shares; 2025Q2: 4,336 shares; 2025Q3: 3,358 shares; 2025Q4: 3,533 shares 3,533 $445K 0.02% +175 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,903 shares; 2024Q4: 7,606 shares; 2025Q1: 6,001 shares; 2025Q2: 14,682 shares; 2025Q3: 18,419 shares; 2025Q4: 19,037 shares 19,037 $444K 0.02% +618 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,999 shares; 2024Q4: 68,935 shares; 2025Q1: 59,526 shares; 2025Q2: 50,113 shares; 2025Q3: 50,329 shares; 2025Q4: 36,814 shares 36,814 $443K 0.02% -13,515 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: 668 shares; 2024Q4: 1,850 shares; 2025Q1: 4,057 shares; 2025Q2: 1,289 shares; 2025Q3: 1,263 shares; 2025Q4: 1,493 shares 1,493 $438K 0.02% +230 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: 1,428 shares; 2025Q1: not reported; 2025Q2: 6,267 shares; 2025Q3: 4,404 shares; 2025Q4: 3,871 shares 3,871 $438K 0.02% -533 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,348 shares; 2024Q4: 13,369 shares; 2025Q1: 6,341 shares; 2025Q2: 12,395 shares; 2025Q3: 12,887 shares; 2025Q4: 11,893 shares 11,893 $437K 0.02% -994 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,498 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,364 shares; 2025Q4: 18,207 shares 18,207 $436K 0.02% +7,843 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,384 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,665 shares; 2025Q4: 16,985 shares 16,985 $436K 0.02% -1,680 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 3,359 shares; 2025Q1: 775 shares; 2025Q2: 4,166 shares; 2025Q3: 4,081 shares; 2025Q4: 4,234 shares 4,234 $435K 0.02% +153 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 710 shares; 2025Q1: 364 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 357 shares 357 $434K 0.02% -14 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: 2,673 shares; 2024Q4: 2,355 shares; 2025Q1: 4,367 shares; 2025Q2: 4,326 shares; 2025Q3: 3,779 shares; 2025Q4: 2,635 shares 2,635 $427K 0.02% -1,144 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,324 shares; 2024Q4: 16,868 shares; 2025Q1: 14,015 shares; 2025Q2: 11,469 shares; 2025Q3: 11,469 shares; 2025Q4: 11,469 shares 11,469 $422K 0.02% 0 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: 12,993 shares; 2024Q4: 12,259 shares; 2025Q1: 1,534 shares; 2025Q2: 12,665 shares; 2025Q3: 13,094 shares; 2025Q4: 1,062 shares 1,062 $421K 0.02% -12,032 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,956 shares; 2025Q1: 1,453 shares; 2025Q2: 1,473 shares; 2025Q3: 1,536 shares; 2025Q4: 1,331 shares 1,331 $416K 0.02% -205 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 3,072 shares; 2025Q1: 1,808 shares; 2025Q2: 1,798 shares; 2025Q3: 2,708 shares; 2025Q4: 2,738 shares 2,738 $412K 0.02% +30 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,365 shares; 2024Q4: 3,446 shares; 2025Q1: 5,561 shares; 2025Q2: 3,306 shares; 2025Q3: 3,700 shares; 2025Q4: 3,504 shares 3,504 $411K 0.02% -196 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,610 shares; 2024Q4: 9,928 shares; 2025Q1: 9,964 shares; 2025Q2: 4,780 shares; 2025Q3: 4,530 shares; 2025Q4: 4,491 shares 4,491 $406K 0.01% -39 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,184 shares; 2024Q4: 9,552 shares; 2025Q1: 9,148 shares; 2025Q2: 9,929 shares; 2025Q3: 6,094 shares; 2025Q4: 5,982 shares 5,982 $405K 0.01% -112 Timeline FTXL 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: not reported; 2025Q4: 3,120 shares 3,120 $404K 0.01% new Timeline EEMA 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: 4,678 shares; 2025Q3: 4,562 shares; 2025Q4: 4,285 shares 4,285 $403K 0.01% -277 Timeline JAVA 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: 9,262 shares; 2024Q4: 8,952 shares; 2025Q1: 6,820 shares; 2025Q2: 6,887 shares; 2025Q3: 5,787 shares; 2025Q4: 5,564 shares 5,564 $399K 0.01% -223 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: 29,996 shares; 2024Q4: 6,981 shares; 2025Q1: 6,626 shares; 2025Q2: 6,117 shares; 2025Q3: 8,483 shares; 2025Q4: 8,616 shares 8,616 $397K 0.01% +133 Timeline XYLD 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: 10,735 shares; 2024Q4: 9,229 shares; 2025Q1: 11,543 shares; 2025Q2: 8,722 shares; 2025Q3: 7,510 shares; 2025Q4: 9,741 shares 9,741 $396K 0.01% +2,231 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,090 shares; 2024Q4: 33,306 shares; 2025Q1: 34,497 shares; 2025Q2: 16,584 shares; 2025Q3: 8,294 shares; 2025Q4: 8,231 shares 8,231 $393K 0.01% -63 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,057 shares; 2025Q1: 1,309 shares; 2025Q2: 2,253 shares; 2025Q3: 2,276 shares; 2025Q4: 2,424 shares 2,424 $393K 0.01% +148 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,259 shares; 2024Q4: 12,337 shares; 2025Q1: 944 shares; 2025Q2: 1,525 shares; 2025Q3: 17,076 shares; 2025Q4: 29,267 shares 29,267 $388K 0.01% +12,191 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,058 shares; 2024Q4: 13,233 shares; 2025Q1: 10,202 shares; 2025Q2: 11,254 shares; 2025Q3: 10,882 shares; 2025Q4: 10,957 shares 10,957 $387K 0.01% +75 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 219 shares; 2025Q3: 4,937 shares; 2025Q4: 4,957 shares 4,957 $386K 0.01% +20 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 6,993 shares; 2025Q1: 2,614 shares; 2025Q2: 2,948 shares; 2025Q3: 3,301 shares; 2025Q4: 3,017 shares 3,017 $385K 0.01% -284 Timeline