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: 773,368 shares; 2024Q4: 810,658 shares; 2025Q1: 839,751 shares; 2025Q2: 917,558 shares; 2025Q3: 888,907 shares; 2025Q4: 934,161 shares 934,161 $236M 8.25% +45,254 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: 996,537 shares; 2024Q4: 974,386 shares; 2025Q1: 975,394 shares; 2025Q2: 954,071 shares; 2025Q3: 939,223 shares; 2025Q4: 857,514 shares 857,514 $160M 5.58% -81,709 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: 1,767,302 shares; 2024Q4: 1,865,202 shares; 2025Q1: 2,012,915 shares; 2025Q2: 2,096,598 shares; 2025Q3: 2,293,918 shares; 2025Q4: 2,410,365 shares 2,410,365 $137M 4.78% +116,447 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: 770,126 shares; 2024Q4: 828,411 shares; 2025Q1: 1,000,016 shares; 2025Q2: 1,129,325 shares; 2025Q3: 1,370,358 shares; 2025Q4: 1,486,642 shares 1,486,642 $126M 4.39% +116,284 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,983 shares; 2024Q4: 365,292 shares; 2025Q1: 376,678 shares; 2025Q2: 377,863 shares; 2025Q3: 382,380 shares; 2025Q4: 403,403 shares 403,403 $110M 3.83% +21,023 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: 725,693 shares; 2024Q4: 765,921 shares; 2025Q1: 847,280 shares; 2025Q2: 850,718 shares; 2025Q3: 989,763 shares; 2025Q4: 1,073,583 shares 1,073,583 $107M 3.74% +83,820 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: 308,277 shares; 2024Q4: 315,401 shares; 2025Q1: 326,612 shares; 2025Q2: 350,042 shares; 2025Q3: 329,432 shares; 2025Q4: 672,297 shares 672,297 $96.8M 3.38% +342,865 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: 274,931 shares; 2024Q4: 262,352 shares; 2025Q1: 235,919 shares; 2025Q2: 223,046 shares; 2025Q3: 204,011 shares; 2025Q4: 202,174 shares 202,174 $90.9M 3.17% -1,837 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: 237,633 shares; 2024Q4: 253,542 shares; 2025Q1: 265,678 shares; 2025Q2: 265,302 shares; 2025Q3: 273,093 shares; 2025Q4: 275,943 shares 275,943 $86.6M 3.02% +2,850 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: 1,003,906 shares; 2024Q4: 1,052,922 shares; 2025Q1: 1,036,357 shares; 2025Q2: 1,073,396 shares; 2025Q3: 1,251,067 shares; 2025Q4: 1,333,583 shares 1,333,583 $73M 2.55% +82,516 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: 238,456 shares; 2024Q4: 244,535 shares; 2025Q1: 241,292 shares; 2025Q2: 259,877 shares; 2025Q3: 267,216 shares; 2025Q4: 549,871 shares 549,871 $65.7M 2.29% +282,655 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: 134,593 shares; 2024Q4: 136,679 shares; 2025Q1: 136,773 shares; 2025Q2: 134,616 shares; 2025Q3: 135,402 shares; 2025Q4: 133,930 shares 133,930 $64.8M 2.26% -1,472 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: 314,631 shares; 2024Q4: 317,567 shares; 2025Q1: 334,287 shares; 2025Q2: 321,458 shares; 2025Q3: 383,063 shares; 2025Q4: 395,704 shares 395,704 $61.3M 2.14% +12,641 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,752 shares; 2024Q4: 250,944 shares; 2025Q1: 261,114 shares; 2025Q2: 259,539 shares; 2025Q3: 297,844 shares; 2025Q4: 315,628 shares 315,628 $55.4M 1.93% +17,784 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,126 shares; 2024Q4: 1,908,587 shares; 2025Q1: 1,926,141 shares; 2025Q2: 1,915,554 shares; 2025Q3: 1,903,678 shares; 2025Q4: 1,888,374 shares 1,888,374 $51.8M 1.81% -15,304 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: 170,800 shares; 2024Q4: 177,450 shares; 2025Q1: 182,610 shares; 2025Q2: 180,914 shares; 2025Q3: 186,806 shares; 2025Q4: 196,357 shares 196,357 $45.3M 1.58% +9,551 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,420 shares; 2024Q4: 43,990 shares; 2025Q1: 38,635 shares; 2025Q2: 156,338 shares; 2025Q3: 141,521 shares; 2025Q4: 145,143 shares 145,143 $43.7M 1.53% +3,622 Timeline PWZ 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: 1,166,001 shares; 2024Q4: 1,230,304 shares; 2025Q1: 1,312,859 shares; 2025Q2: 1,219,896 shares; 2025Q3: 1,732,806 shares; 2025Q4: 1,749,867 shares 1,749,867 $42.3M 1.48% +17,061 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777,258 shares; 2024Q4: 827,991 shares; 2025Q1: 833,204 shares; 2025Q2: 861,670 shares; 2025Q3: 849,030 shares; 2025Q4: 857,820 shares 857,820 $37.4M 1.31% +8,790 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: 569,035 shares; 2024Q4: 585,416 shares; 2025Q1: 656,814 shares; 2025Q2: 665,709 shares; 2025Q3: 1,119,208 shares; 2025Q4: 1,208,147 shares 1,208,147 $35.4M 1.23% +88,939 Timeline SMMD 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: 115,875 shares; 2025Q3: 443,973 shares; 2025Q4: 471,055 shares 471,055 $35.3M 1.23% +27,082 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: 316,047 shares; 2024Q4: 328,653 shares; 2025Q1: 320,632 shares; 2025Q2: 338,493 shares; 2025Q3: 285,277 shares; 2025Q4: 297,306 shares 297,306 $35M 1.22% +12,029 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: 174,669 shares; 2024Q4: 184,998 shares; 2025Q1: 197,688 shares; 2025Q2: 206,451 shares; 2025Q3: 331,428 shares; 2025Q4: 359,998 shares 359,998 $35M 1.22% +28,570 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777,784 shares; 2024Q4: 803,563 shares; 2025Q1: 783,548 shares; 2025Q2: 845,883 shares; 2025Q3: 767,749 shares; 2025Q4: 776,868 shares 776,868 $34.5M 1.21% +9,119 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: 243,969 shares; 2024Q4: 266,807 shares; 2025Q1: 350,981 shares; 2025Q2: 539,982 shares; 2025Q3: 597,737 shares; 2025Q4: 652,830 shares 652,830 $33M 1.15% +55,093 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: 36,602 shares; 2024Q4: 36,786 shares; 2025Q1: 35,785 shares; 2025Q2: 34,359 shares; 2025Q3: 34,301 shares; 2025Q4: 339,007 shares 339,007 $31.8M 1.11% +304,706 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: 264,141 shares; 2024Q4: 282,487 shares; 2025Q1: 306,980 shares; 2025Q2: 315,034 shares; 2025Q3: 373,147 shares; 2025Q4: 404,052 shares 404,052 $31.4M 1.1% +30,905 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: 101,453 shares; 2024Q4: 107,753 shares; 2025Q1: 108,162 shares; 2025Q2: 117,729 shares; 2025Q3: 114,711 shares; 2025Q4: 118,640 shares 118,640 $28.6M 1% +3,929 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: 37,115 shares; 2024Q4: 39,928 shares; 2025Q1: 40,288 shares; 2025Q2: 41,817 shares; 2025Q3: 41,777 shares; 2025Q4: 41,483 shares 41,483 $28.4M 0.99% -294 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: 351,428 shares; 2024Q4: 373,892 shares; 2025Q1: 398,375 shares; 2025Q2: 420,465 shares; 2025Q3: 443,919 shares; 2025Q4: 470,304 shares 470,304 $27.2M 0.95% +26,385 Timeline GK ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820,976 shares; 2024Q4: 882,506 shares; 2025Q1: 894,995 shares; 2025Q2: 906,950 shares; 2025Q3: 920,489 shares; 2025Q4: 934,728 shares 934,728 $24M 0.84% +14,239 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: 118,008 shares; 2024Q4: 123,664 shares; 2025Q1: 128,607 shares; 2025Q2: 136,101 shares; 2025Q3: 140,838 shares; 2025Q4: 149,621 shares 149,621 $23.2M 0.81% +8,783 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,716 shares; 2024Q4: 387,972 shares; 2025Q1: 425,027 shares; 2025Q2: 433,477 shares; 2025Q3: 495,903 shares; 2025Q4: 520,262 shares 520,262 $21M 0.73% +24,359 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: 26,062 shares; 2024Q4: 28,409 shares; 2025Q1: 30,411 shares; 2025Q2: 28,541 shares; 2025Q3: 28,287 shares; 2025Q4: 33,080 shares 33,080 $20.3M 0.71% +4,793 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,963 shares; 2024Q4: 351,713 shares; 2025Q1: 387,490 shares; 2025Q2: 397,039 shares; 2025Q3: 411,727 shares; 2025Q4: 417,161 shares 417,161 $20M 0.7% +5,434 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,331 shares; 2024Q4: 78,136 shares; 2025Q1: 77,179 shares; 2025Q2: 79,757 shares; 2025Q3: 100,993 shares; 2025Q4: 103,282 shares 103,282 $19.2M 0.67% +2,289 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: 26,318 shares; 2024Q4: 32,719 shares; 2025Q1: 40,612 shares; 2025Q2: 41,362 shares; 2025Q3: 43,934 shares; 2025Q4: 54,191 shares 54,191 $18.8M 0.66% +10,257 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: 40,219 shares; 2024Q4: 44,831 shares; 2025Q1: 47,450 shares; 2025Q2: 50,843 shares; 2025Q3: 52,367 shares; 2025Q4: 56,080 shares 56,080 $17.6M 0.61% +3,713 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: 23,738 shares; 2024Q4: 23,728 shares; 2025Q1: 24,955 shares; 2025Q2: 25,178 shares; 2025Q3: 25,151 shares; 2025Q4: 25,376 shares 25,376 $17.3M 0.6% +225 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: 10,655 shares; 2024Q4: 11,514 shares; 2025Q1: 17,592 shares; 2025Q2: 22,127 shares; 2025Q3: 25,834 shares; 2025Q4: 24,730 shares 24,730 $16.3M 0.57% -1,104 Timeline PZA 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: 381,039 shares; 2024Q4: 380,748 shares; 2025Q1: 463,054 shares; 2025Q2: 499,706 shares; 2025Q3: 677,032 shares; 2025Q4: 679,313 shares 679,313 $15.8M 0.55% +2,281 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,687 shares; 2024Q4: 284,102 shares; 2025Q1: 273,384 shares; 2025Q2: 386,673 shares; 2025Q3: 412,244 shares; 2025Q4: 432,437 shares 432,437 $15.5M 0.54% +20,193 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: 104,242 shares; 2024Q4: 143,401 shares; 2025Q1: 147,696 shares; 2025Q2: 125,776 shares; 2025Q3: 137,633 shares; 2025Q4: 144,273 shares 144,273 $14.8M 0.52% +6,640 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: 1,319,267 shares; 2024Q4: 1,383,781 shares; 2025Q1: 1,424,985 shares; 2025Q2: 1,578,456 shares; 2025Q3: 1,527,305 shares; 2025Q4: 136,524 shares 136,524 $14.6M 0.51% -1,390,781 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: 6,522 shares; 2025Q1: 7,745 shares; 2025Q2: 9,472 shares; 2025Q3: 9,795 shares; 2025Q4: 12,075 shares 12,075 $13M 0.45% +2,280 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: 45,576 shares; 2024Q4: 55,727 shares; 2025Q1: 64,136 shares; 2025Q2: 65,384 shares; 2025Q3: 64,550 shares; 2025Q4: 66,393 shares 66,393 $12.9M 0.45% +1,843 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,576 shares; 2024Q4: 253,856 shares; 2025Q1: 262,632 shares; 2025Q2: 267,513 shares; 2025Q3: 276,250 shares; 2025Q4: 269,811 shares 269,811 $12.9M 0.45% -6,439 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 675 shares; 2025Q1: 11,925 shares; 2025Q2: 14,364 shares; 2025Q3: 15,482 shares; 2025Q4: 19,159 shares 19,159 $12.5M 0.44% +3,677 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: 14,159 shares; 2024Q4: 16,462 shares; 2025Q1: 18,499 shares; 2025Q2: 19,780 shares; 2025Q3: 20,114 shares; 2025Q4: 23,266 shares 23,266 $11.7M 0.41% +3,152 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: 37,464 shares; 2024Q4: 37,767 shares; 2025Q1: 38,091 shares; 2025Q2: 37,545 shares; 2025Q3: 37,564 shares; 2025Q4: 33,775 shares 33,775 $11.6M 0.41% -3,789 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,877 shares; 2024Q4: 74,415 shares; 2025Q1: 74,137 shares; 2025Q2: 73,739 shares; 2025Q3: 74,564 shares; 2025Q4: 73,862 shares 73,862 $11.4M 0.4% -702 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,118 shares; 2024Q4: 124,079 shares; 2025Q1: 122,441 shares; 2025Q2: 121,516 shares; 2025Q3: 120,927 shares; 2025Q4: 119,794 shares 119,794 $11.3M 0.39% -1,133 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,597 shares; 2024Q4: 193,499 shares; 2025Q1: 185,884 shares; 2025Q2: 183,199 shares; 2025Q3: 180,567 shares; 2025Q4: 173,273 shares 173,273 $10.8M 0.38% -7,294 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: 437,806 shares; 2024Q4: 417,388 shares; 2025Q1: 401,011 shares; 2025Q2: 394,187 shares; 2025Q3: 399,150 shares; 2025Q4: 382,182 shares 382,182 $10.7M 0.38% -16,968 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,314 shares; 2024Q4: 436,953 shares; 2025Q1: 405,393 shares; 2025Q2: 385,344 shares; 2025Q3: 386,754 shares; 2025Q4: 390,669 shares 390,669 $10.1M 0.35% +3,915 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: 123,159 shares; 2024Q4: 123,515 shares; 2025Q1: 122,786 shares; 2025Q2: 100,843 shares; 2025Q3: 95,733 shares; 2025Q4: 86,797 shares 86,797 $9.88M 0.34% -8,936 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,173 shares; 2025Q2: 18,733 shares; 2025Q3: 20,064 shares; 2025Q4: 20,765 shares 20,765 $9.83M 0.34% +701 Timeline JPSE 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: 177,764 shares; 2024Q4: 177,479 shares; 2025Q1: 185,657 shares; 2025Q2: 188,962 shares; 2025Q3: 193,075 shares; 2025Q4: 195,859 shares 195,859 $9.81M 0.34% +2,784 Timeline CLIP 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: 23,250 shares; 2024Q4: 27,923 shares; 2025Q1: 28,331 shares; 2025Q2: 48,405 shares; 2025Q3: 50,621 shares; 2025Q4: 88,083 shares 88,083 $8.82M 0.31% +37,462 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: 22,886 shares; 2024Q4: 23,208 shares; 2025Q1: 23,276 shares; 2025Q2: 23,420 shares; 2025Q3: 23,923 shares; 2025Q4: 24,555 shares 24,555 $8.23M 0.29% +632 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,305 shares; 2024Q4: 230,012 shares; 2025Q1: 234,539 shares; 2025Q2: 232,156 shares; 2025Q3: 233,680 shares; 2025Q4: 237,326 shares 237,326 $8.22M 0.29% +3,646 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: 64,769 shares; 2024Q4: 64,732 shares; 2025Q1: 64,559 shares; 2025Q2: 71,302 shares; 2025Q3: 75,549 shares; 2025Q4: 73,957 shares 73,957 $7.92M 0.28% -1,592 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,754 shares; 2024Q4: 169,862 shares; 2025Q1: 171,679 shares; 2025Q2: 180,809 shares; 2025Q3: 187,703 shares; 2025Q4: 191,895 shares 191,895 $7.72M 0.27% +4,192 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: 13,001 shares; 2024Q4: 13,207 shares; 2025Q1: 16,319 shares; 2025Q2: 17,801 shares; 2025Q3: 20,528 shares; 2025Q4: 23,816 shares 23,816 $7.68M 0.27% +3,288 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,566 shares; 2024Q4: 80,305 shares; 2025Q1: 107,634 shares; 2025Q2: 120,433 shares; 2025Q3: 164,010 shares; 2025Q4: 200,586 shares 200,586 $7.5M 0.26% +36,576 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: 6,849 shares; 2024Q4: 7,278 shares; 2025Q1: 9,022 shares; 2025Q2: 9,426 shares; 2025Q3: 10,912 shares; 2025Q4: 11,867 shares 11,867 $7.44M 0.26% +955 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,558 shares 53,558 $7.24M 0.25% new 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: 636,230 shares; 2024Q4: 674,962 shares; 2025Q1: 724,357 shares; 2025Q2: 635,762 shares; 2025Q3: 156,339 shares; 2025Q4: 151,085 shares 151,085 $7.08M 0.25% -5,254 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,599 shares; 2024Q4: 272,917 shares; 2025Q1: 267,530 shares; 2025Q2: 217,404 shares; 2025Q3: 217,487 shares; 2025Q4: 225,512 shares 225,512 $6.98M 0.24% +8,025 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,313 shares; 2025Q1: 49,157 shares; 2025Q2: 68,105 shares; 2025Q3: 92,535 shares; 2025Q4: 90,992 shares 90,992 $6.91M 0.24% -1,543 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: 13,838 shares; 2024Q4: 14,624 shares; 2025Q1: 14,248 shares; 2025Q2: 42,084 shares; 2025Q3: 42,565 shares; 2025Q4: 42,301 shares 42,301 $6.81M 0.24% -264 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,517 shares 33,517 $6.49M 0.23% new 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: 22,092 shares; 2024Q4: 25,190 shares; 2025Q1: 58,019 shares; 2025Q2: 105,287 shares; 2025Q3: 125,429 shares; 2025Q4: 147,645 shares 147,645 $6.33M 0.22% +22,216 Timeline QQQJ 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: 157,883 shares; 2024Q4: 169,806 shares; 2025Q1: 166,608 shares; 2025Q2: 167,258 shares; 2025Q3: 170,184 shares; 2025Q4: 169,107 shares 169,107 $6.23M 0.22% -1,077 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118,303 shares; 2024Q4: 1,200,094 shares; 2025Q1: 1,326,596 shares; 2025Q2: 1,340,903 shares; 2025Q3: 1,263,871 shares; 2025Q4: 203,753 shares 203,753 $5.98M 0.21% -1,060,118 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,228 shares; 2025Q2: 28,684 shares; 2025Q3: 44,854 shares; 2025Q4: 52,338 shares 52,338 $5.03M 0.18% +7,484 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: 10,041 shares; 2024Q4: 28,382 shares; 2025Q1: 38,213 shares; 2025Q2: 41,485 shares; 2025Q3: 42,338 shares; 2025Q4: 44,881 shares 44,881 $5M 0.17% +2,543 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: 75,610 shares; 2024Q4: 87,578 shares; 2025Q1: 83,453 shares; 2025Q2: 80,391 shares; 2025Q3: 62,165 shares; 2025Q4: 61,722 shares 61,722 $4.95M 0.17% -443 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,105 shares; 2024Q4: 102,111 shares; 2025Q1: 102,105 shares; 2025Q2: 97,105 shares; 2025Q3: 95,073 shares; 2025Q4: 95,253 shares 95,253 $4.92M 0.17% +180 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: 10,373 shares; 2024Q4: 10,833 shares; 2025Q1: 11,045 shares; 2025Q2: 11,798 shares; 2025Q3: 12,370 shares; 2025Q4: 12,584 shares 12,584 $4.9M 0.17% +214 Timeline ITB 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: 64,988 shares; 2024Q4: 63,162 shares; 2025Q1: 62,886 shares; 2025Q2: 51,734 shares; 2025Q3: 50,786 shares; 2025Q4: 50,664 shares 50,664 $4.88M 0.17% -122 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: 4,017 shares; 2024Q4: 4,129 shares; 2025Q1: 4,071 shares; 2025Q2: 4,893 shares; 2025Q3: 5,148 shares; 2025Q4: 5,498 shares 5,498 $4.74M 0.17% +350 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,056 shares; 2024Q4: 28,722 shares; 2025Q1: 29,833 shares; 2025Q2: 32,845 shares; 2025Q3: 33,860 shares; 2025Q4: 36,645 shares 36,645 $4.72M 0.16% +2,785 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: 79,945 shares; 2024Q4: 61,769 shares; 2025Q1: 59,402 shares; 2025Q2: 57,370 shares; 2025Q3: 58,185 shares; 2025Q4: 56,479 shares 56,479 $4.61M 0.16% -1,706 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,250 shares; 2024Q4: 59,087 shares; 2025Q1: 74,190 shares; 2025Q2: 91,327 shares; 2025Q3: 106,489 shares; 2025Q4: 123,671 shares 123,671 $4.37M 0.15% +17,182 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,296 shares; 2024Q4: 3,759 shares; 2025Q1: 4,449 shares; 2025Q2: 5,966 shares; 2025Q3: 8,057 shares; 2025Q4: 8,950 shares 8,950 $4.2M 0.15% +893 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,338 shares; 2024Q4: 41,018 shares; 2025Q1: 45,143 shares; 2025Q2: 46,728 shares; 2025Q3: 39,923 shares; 2025Q4: 40,511 shares 40,511 $4.17M 0.15% +588 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 5,592 shares; 2025Q1: 5,467 shares; 2025Q2: 6,215 shares; 2025Q3: 6,483 shares; 2025Q4: 7,277 shares 7,277 $4.14M 0.14% +794 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,967 shares; 2024Q4: 449,416 shares; 2025Q1: 339,322 shares; 2025Q2: 171,363 shares; 2025Q3: 125,524 shares; 2025Q4: 107,279 shares 107,279 $3.91M 0.14% -18,245 Timeline FINX 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: 132,341 shares; 2024Q4: 129,958 shares; 2025Q1: 121,743 shares; 2025Q2: 136,365 shares; 2025Q3: 130,617 shares; 2025Q4: 130,823 shares 130,823 $3.85M 0.13% +206 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: 7,483 shares; 2024Q4: 15,308 shares; 2025Q1: 15,658 shares; 2025Q2: 16,022 shares; 2025Q3: 16,992 shares; 2025Q4: 20,880 shares 20,880 $3.85M 0.13% +3,888 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,601 shares; 2024Q4: 51,942 shares; 2025Q1: 55,131 shares; 2025Q2: 56,979 shares; 2025Q3: 68,199 shares; 2025Q4: 77,416 shares 77,416 $3.84M 0.13% +9,217 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,489 shares; 2024Q4: 16,036 shares; 2025Q1: 21,751 shares; 2025Q2: 57,410 shares; 2025Q3: 73,093 shares; 2025Q4: 73,429 shares 73,429 $3.73M 0.13% +336 Timeline PBE 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: 217,041 shares; 2024Q4: 223,568 shares; 2025Q1: 243,959 shares; 2025Q2: 254,172 shares; 2025Q3: 46,137 shares; 2025Q4: 42,909 shares 42,909 $3.52M 0.12% -3,228 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,210 shares; 2024Q4: 16,361 shares; 2025Q1: 16,847 shares; 2025Q2: 16,898 shares; 2025Q3: 16,198 shares; 2025Q4: 15,992 shares 15,992 $3.43M 0.12% -206 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: 3,359 shares; 2024Q4: 2,580 shares; 2025Q1: 2,826 shares; 2025Q2: 1,251 shares; 2025Q3: 1,410 shares; 2025Q4: 3,167 shares 3,167 $3.39M 0.12% +1,757 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: 1,348 shares; 2024Q4: 1,415 shares; 2025Q1: 2,070 shares; 2025Q2: 1,920 shares; 2025Q3: 5,117 shares; 2025Q4: 10,757 shares 10,757 $3.2M 0.11% +5,640 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: 6,109 shares; 2024Q4: 6,279 shares; 2025Q1: 6,571 shares; 2025Q2: 6,938 shares; 2025Q3: 7,763 shares; 2025Q4: 7,821 shares 7,821 $3.1M 0.11% +58 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: 27,349 shares; 2024Q4: 25,360 shares; 2025Q1: 24,536 shares; 2025Q2: 22,425 shares; 2025Q3: 22,526 shares; 2025Q4: 23,038 shares 23,038 $2.94M 0.1% +512 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 5,507 shares; 2025Q1: 5,135 shares; 2025Q2: 4,883 shares; 2025Q3: 4,884 shares; 2025Q4: 4,670 shares 4,670 $2.66M 0.09% -214 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: 5,812 shares; 2024Q4: 6,065 shares; 2025Q1: 6,262 shares; 2025Q2: 6,423 shares; 2025Q3: 6,741 shares; 2025Q4: 7,348 shares 7,348 $2.58M 0.09% +607 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,880 shares; 2025Q1: 89,619 shares; 2025Q2: 155,160 shares; 2025Q3: 223,301 shares; 2025Q4: 230,629 shares 230,629 $2.56M 0.09% +7,328 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: 6,663 shares; 2024Q4: 6,644 shares; 2025Q1: 6,606 shares; 2025Q2: 6,667 shares; 2025Q3: 7,224 shares; 2025Q4: 7,607 shares 7,607 $2.49M 0.09% +383 Timeline PFFD 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: 113,974 shares; 2024Q4: 117,793 shares; 2025Q1: 124,773 shares; 2025Q2: 146,108 shares; 2025Q3: 153,416 shares; 2025Q4: 131,539 shares 131,539 $2.49M 0.09% -21,877 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,234 shares; 2024Q4: 36,253 shares; 2025Q1: 33,531 shares; 2025Q2: 32,370 shares; 2025Q3: 30,943 shares; 2025Q4: 30,445 shares 30,445 $2.44M 0.09% -498 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,574 shares; 2024Q4: 6,884 shares; 2025Q1: 7,988 shares; 2025Q2: 7,987 shares; 2025Q3: 7,606 shares; 2025Q4: 6,750 shares 6,750 $2.42M 0.08% -856 Timeline CMF 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: 9,915 shares; 2024Q4: 14,028 shares; 2025Q1: 20,163 shares; 2025Q2: 22,691 shares; 2025Q3: 49,942 shares; 2025Q4: 41,114 shares 41,114 $2.36M 0.08% -8,828 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,534 shares 5,534 $2.35M 0.08% new Timeline SPTI 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: 75,934 shares; 2024Q4: 73,758 shares; 2025Q1: 74,982 shares; 2025Q2: 74,174 shares; 2025Q3: 82,500 shares; 2025Q4: 80,999 shares 80,999 $2.34M 0.08% -1,501 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 80,355 shares; 2025Q1: 95,117 shares; 2025Q2: 6,966 shares; 2025Q3: 6,018 shares; 2025Q4: 6,428 shares 6,428 $2.32M 0.08% +410 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,414 shares; 2024Q4: 10,340 shares; 2025Q1: 10,651 shares; 2025Q2: 10,273 shares; 2025Q3: 10,227 shares; 2025Q4: 10,318 shares 10,318 $2.27M 0.08% +91 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: 11,189 shares; 2024Q4: 12,091 shares; 2025Q1: 12,093 shares; 2025Q2: 12,264 shares; 2025Q3: 12,427 shares; 2025Q4: 12,667 shares 12,667 $2.25M 0.08% +240 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,237 shares; 2024Q4: 11,060 shares; 2025Q1: 11,392 shares; 2025Q2: 11,763 shares; 2025Q3: 11,333 shares; 2025Q4: 11,710 shares 11,710 $2.24M 0.08% +377 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: 51,239 shares; 2024Q4: 40,357 shares; 2025Q1: 39,438 shares; 2025Q2: 34,700 shares; 2025Q3: 30,457 shares; 2025Q4: 25,030 shares 25,030 $2.18M 0.08% -5,427 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,425 shares; 2025Q3: 43,327 shares; 2025Q4: 58,982 shares 58,982 $1.89M 0.07% +15,655 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,422 shares; 2024Q4: 22,010 shares; 2025Q1: 22,946 shares; 2025Q2: 22,526 shares; 2025Q3: 24,453 shares; 2025Q4: 24,687 shares 24,687 $1.89M 0.07% +234 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: 76,631 shares; 2024Q4: 81,044 shares; 2025Q1: 115,923 shares; 2025Q2: 127,716 shares; 2025Q3: 131,921 shares; 2025Q4: 23,047 shares 23,047 $1.88M 0.07% -108,874 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: 3,668 shares; 2024Q4: 3,700 shares; 2025Q1: 3,967 shares; 2025Q2: 3,979 shares; 2025Q3: 4,007 shares; 2025Q4: 3,789 shares 3,789 $1.85M 0.06% -218 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,595 shares; 2025Q1: 6,908 shares; 2025Q2: 3,998 shares; 2025Q3: 3,013 shares; 2025Q4: 18,164 shares 18,164 $1.82M 0.06% +15,151 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: 8,150 shares; 2024Q4: 9,001 shares; 2025Q1: 11,298 shares; 2025Q2: 11,269 shares; 2025Q3: 11,845 shares; 2025Q4: 11,535 shares 11,535 $1.78M 0.06% -310 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,680 shares; 2024Q4: 35,250 shares; 2025Q1: 35,060 shares; 2025Q2: 34,980 shares; 2025Q3: 33,845 shares; 2025Q4: 34,003 shares 34,003 $1.75M 0.06% +158 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,672 shares; 2024Q4: 22,091 shares; 2025Q1: 20,489 shares; 2025Q2: 11,298 shares; 2025Q3: 10,612 shares; 2025Q4: 10,213 shares 10,213 $1.72M 0.06% -399 Timeline XSD 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: 7,716 shares; 2024Q4: 8,012 shares; 2025Q1: 7,602 shares; 2025Q2: 6,264 shares; 2025Q3: 5,586 shares; 2025Q4: 5,210 shares 5,210 $1.68M 0.06% -376 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,093 shares; 2024Q4: 40,962 shares; 2025Q1: 62,154 shares; 2025Q2: 60,554 shares; 2025Q3: 38,802 shares; 2025Q4: 32,749 shares 32,749 $1.67M 0.06% -6,053 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 3,130 shares; 2025Q1: 3,269 shares; 2025Q2: 4,115 shares; 2025Q3: 4,294 shares; 2025Q4: 4,465 shares 4,465 $1.65M 0.06% +171 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,245 shares; 2025Q3: 44,960 shares; 2025Q4: 45,982 shares 45,982 $1.64M 0.06% +1,022 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: 1,478 shares; 2024Q4: 1,505 shares; 2025Q1: 2,798 shares; 2025Q2: 3,612 shares; 2025Q3: 3,852 shares; 2025Q4: 5,374 shares 5,374 $1.63M 0.06% +1,522 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: 7,757 shares; 2024Q4: 8,053 shares; 2025Q1: 8,319 shares; 2025Q2: 8,768 shares; 2025Q3: 8,471 shares; 2025Q4: 8,470 shares 8,470 $1.62M 0.06% -1 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: 7,208 shares; 2025Q1: 7,220 shares; 2025Q2: 10,104 shares; 2025Q3: 10,767 shares; 2025Q4: 12,158 shares 12,158 $1.59M 0.06% +1,391 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,910 shares; 2025Q3: 30,763 shares; 2025Q4: 48,560 shares 48,560 $1.58M 0.06% +17,797 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: 12,758 shares; 2024Q4: 13,456 shares; 2025Q1: 13,758 shares; 2025Q2: 15,405 shares; 2025Q3: 17,872 shares; 2025Q4: 36,522 shares 36,522 $1.56M 0.05% +18,650 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: 16,425 shares; 2024Q4: 14,567 shares; 2025Q1: 6,572 shares; 2025Q2: 5,928 shares; 2025Q3: 7,343 shares; 2025Q4: 7,083 shares 7,083 $1.52M 0.05% -260 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 2,320 shares; 2025Q1: 3,700 shares; 2025Q2: 4,088 shares; 2025Q3: 5,306 shares; 2025Q4: 5,659 shares 5,659 $1.5M 0.05% +353 Timeline RSPR 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: 60,661 shares; 2024Q4: 57,485 shares; 2025Q1: 54,397 shares; 2025Q2: 43,968 shares; 2025Q3: 44,691 shares; 2025Q4: 43,313 shares 43,313 $1.46M 0.05% -1,378 Timeline SPIP 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: 17,064 shares; 2024Q4: 9,241 shares; 2025Q1: 10,221 shares; 2025Q2: 11,518 shares; 2025Q3: 52,600 shares; 2025Q4: 55,946 shares 55,946 $1.45M 0.05% +3,346 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,103 shares; 2025Q4: 14,350 shares 14,350 $1.44M 0.05% +6,247 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,137 shares; 2025Q4: 16,861 shares 16,861 $1.43M 0.05% -3,276 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,663 shares; 2024Q4: 9,288 shares; 2025Q1: 9,128 shares; 2025Q2: 9,708 shares; 2025Q3: 9,171 shares; 2025Q4: 10,258 shares 10,258 $1.43M 0.05% +1,087 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: 1,581 shares; 2024Q4: 4,092 shares; 2025Q1: 4,864 shares; 2025Q2: 5,292 shares; 2025Q3: 5,218 shares; 2025Q4: 4,021 shares 4,021 $1.42M 0.05% -1,197 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: 1,291 shares; 2024Q4: 2,576 shares; 2025Q1: 2,569 shares; 2025Q2: 2,517 shares; 2025Q3: 2,533 shares; 2025Q4: 2,500 shares 2,500 $1.42M 0.05% -33 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: 4,005 shares; 2024Q4: 4,064 shares; 2025Q1: 7,123 shares; 2025Q2: 7,297 shares; 2025Q3: 7,533 shares; 2025Q4: 7,594 shares 7,594 $1.39M 0.05% +61 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: 6,924 shares; 2024Q4: 7,474 shares; 2025Q1: 10,023 shares; 2025Q2: 13,475 shares; 2025Q3: 14,257 shares; 2025Q4: 14,465 shares 14,465 $1.39M 0.05% +208 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,483 shares; 2024Q4: 6,501 shares; 2025Q1: 6,398 shares; 2025Q2: 6,433 shares; 2025Q3: 6,440 shares; 2025Q4: 6,434 shares 6,434 $1.36M 0.05% -6 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: 31,266 shares; 2024Q4: 20,739 shares; 2025Q1: 21,271 shares; 2025Q2: 7,755 shares; 2025Q3: 7,644 shares; 2025Q4: 7,681 shares 7,681 $1.31M 0.05% +37 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: 3,161 shares; 2024Q4: 3,505 shares; 2025Q1: 3,015 shares; 2025Q2: 2,938 shares; 2025Q3: 2,810 shares; 2025Q4: 2,706 shares 2,706 $1.31M 0.05% -104 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: 8,410 shares; 2024Q4: not reported; 2025Q1: 10,043 shares; 2025Q2: 11,561 shares; 2025Q3: 11,647 shares; 2025Q4: 10,500 shares 10,500 $1.29M 0.05% -1,147 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: 8,032 shares; 2024Q4: 7,255 shares; 2025Q1: 14,077 shares; 2025Q2: 14,903 shares; 2025Q3: 15,290 shares; 2025Q4: 20,598 shares 20,598 $1.29M 0.04% +5,308 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,954 shares; 2025Q2: 3,211 shares; 2025Q3: 4,379 shares; 2025Q4: 5,917 shares 5,917 $1.26M 0.04% +1,538 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 1,047 shares; 2025Q1: 1,625 shares; 2025Q2: 1,478 shares; 2025Q3: 1,507 shares; 2025Q4: 1,643 shares 1,643 $1.24M 0.04% +136 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,750 shares; 2024Q4: 53,750 shares; 2025Q1: 54,000 shares; 2025Q2: 54,000 shares; 2025Q3: 36,714 shares; 2025Q4: 32,799 shares 32,799 $1.16M 0.04% -3,915 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,564 shares; 2024Q4: 12,919 shares; 2025Q1: 11,439 shares; 2025Q2: 12,434 shares; 2025Q3: 10,092 shares; 2025Q4: 9,374 shares 9,374 $1.14M 0.04% -718 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: 5,811 shares; 2024Q4: 5,988 shares; 2025Q1: 6,687 shares; 2025Q2: 7,604 shares; 2025Q3: 8,898 shares; 2025Q4: 9,311 shares 9,311 $1.12M 0.04% +413 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,624 shares 16,624 $1.1M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,651 shares; 2025Q3: 6,259 shares; 2025Q4: 9,919 shares 9,919 $1.09M 0.04% +3,660 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: 1,333 shares; 2024Q4: 1,415 shares; 2025Q1: 1,498 shares; 2025Q2: 1,856 shares; 2025Q3: 1,969 shares; 2025Q4: 1,896 shares 1,896 $1.09M 0.04% -73 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 3,380 shares; 2025Q1: 3,589 shares; 2025Q2: 5,604 shares; 2025Q3: 7,285 shares; 2025Q4: 7,272 shares 7,272 $1.08M 0.04% -13 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,038 shares; 2024Q4: 4,130 shares; 2025Q1: 4,242 shares; 2025Q2: 4,359 shares; 2025Q3: 4,542 shares; 2025Q4: 4,726 shares 4,726 $1.08M 0.04% +184 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA 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: 35,094 shares 35,094 $1.02M 0.04% new 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: 4,602 shares; 2024Q4: 4,865 shares; 2025Q1: 5,516 shares; 2025Q2: 5,614 shares; 2025Q3: 5,885 shares; 2025Q4: 6,580 shares 6,580 $1M 0.04% +695 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: 6,250 shares; 2024Q4: 6,535 shares; 2025Q1: 9,319 shares; 2025Q2: 8,621 shares; 2025Q3: 10,605 shares; 2025Q4: 14,175 shares 14,175 $991K 0.03% +3,570 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,525 shares; 2024Q4: 9,702 shares; 2025Q1: 9,684 shares; 2025Q2: 9,527 shares; 2025Q3: 9,330 shares; 2025Q4: 9,325 shares 9,325 $986K 0.03% -5 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: 2,648 shares; 2024Q4: 2,498 shares; 2025Q1: 2,447 shares; 2025Q2: 2,287 shares; 2025Q3: 2,448 shares; 2025Q4: 2,114 shares 2,114 $984K 0.03% -334 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: 3,789 shares; 2024Q4: 3,837 shares; 2025Q1: 4,896 shares; 2025Q2: 6,382 shares; 2025Q3: not reported; 2025Q4: 8,879 shares 8,879 $978K 0.03% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,325 shares; 2024Q4: 9,436 shares; 2025Q1: 9,170 shares; 2025Q2: 8,376 shares; 2025Q3: 8,378 shares; 2025Q4: 8,042 shares 8,042 $967K 0.03% -336 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: 5,968 shares; 2024Q4: 22,038 shares; 2025Q1: 27,190 shares; 2025Q2: 23,487 shares; 2025Q3: 26,348 shares; 2025Q4: 27,414 shares 27,414 $894K 0.03% +1,066 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: 7,892 shares; 2024Q4: 7,433 shares; 2025Q1: 7,965 shares; 2025Q2: 8,475 shares; 2025Q3: 9,835 shares; 2025Q4: 13,276 shares 13,276 $892K 0.03% +3,441 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,013 shares; 2024Q4: 38,515 shares; 2025Q1: 28,563 shares; 2025Q2: 17,010 shares; 2025Q3: 15,010 shares; 2025Q4: 13,016 shares 13,016 $890K 0.03% -1,994 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: 13,620 shares; 2024Q4: 13,717 shares; 2025Q1: 14,282 shares; 2025Q2: 13,775 shares; 2025Q3: 14,933 shares; 2025Q4: 15,599 shares 15,599 $858K 0.03% +666 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: 10,678 shares; 2024Q4: 31,629 shares; 2025Q1: 31,590 shares; 2025Q2: 31,046 shares; 2025Q3: 31,214 shares; 2025Q4: 31,462 shares 31,462 $825K 0.03% +248 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,017 shares; 2025Q4: 6,946 shares 6,946 $799K 0.03% -71 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: 5,284 shares; 2024Q4: 6,049 shares; 2025Q1: 9,259 shares; 2025Q2: 9,806 shares; 2025Q3: 10,517 shares; 2025Q4: 10,316 shares 10,316 $778K 0.03% -201 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,073 shares; 2025Q1: 2,049 shares; 2025Q2: 1,789 shares; 2025Q3: 1,348 shares; 2025Q4: 1,341 shares 1,341 $777K 0.03% -7 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: 5,449 shares; 2024Q4: 5,496 shares; 2025Q1: 5,567 shares; 2025Q2: 5,701 shares; 2025Q3: 5,603 shares; 2025Q4: 5,384 shares 5,384 $772K 0.03% -219 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,822 shares; 2024Q4: 4,492 shares; 2025Q1: 4,350 shares; 2025Q2: 4,571 shares; 2025Q3: 4,642 shares; 2025Q4: 3,886 shares 3,886 $766K 0.03% -756 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 6,405 shares; 2025Q1: 6,864 shares; 2025Q2: 6,807 shares; 2025Q3: 6,845 shares; 2025Q4: 6,885 shares 6,885 $746K 0.03% +40 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,378 shares; 2025Q1: 1,439 shares; 2025Q2: 1,556 shares; 2025Q3: 1,914 shares; 2025Q4: 2,399 shares 2,399 $739K 0.03% +485 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: 6,693 shares; 2025Q1: 5,144 shares; 2025Q2: 4,657 shares; 2025Q3: 4,178 shares; 2025Q4: 4,206 shares 4,206 $713K 0.02% +28 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,549 shares; 2025Q1: 1,525 shares; 2025Q2: 1,849 shares; 2025Q3: 1,851 shares; 2025Q4: 1,903 shares 1,903 $711K 0.02% +52 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,914 shares; 2024Q4: 12,681 shares; 2025Q1: 13,355 shares; 2025Q2: 13,030 shares; 2025Q3: 14,647 shares; 2025Q4: 14,040 shares 14,040 $707K 0.02% -607 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,801 shares; 2024Q4: 16,455 shares; 2025Q1: 11,334 shares; 2025Q2: 11,503 shares; 2025Q3: 10,698 shares; 2025Q4: 2,872 shares 2,872 $707K 0.02% -7,826 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: 40,442 shares; 2024Q4: 67,447 shares; 2025Q1: 21,851 shares; 2025Q2: 12,783 shares; 2025Q3: 10,014 shares; 2025Q4: 5,607 shares 5,607 $706K 0.02% -4,407 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: 990 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,108 shares; 2025Q3: 1,510 shares; 2025Q4: 2,679 shares 2,679 $689K 0.02% +1,169 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 56,740 shares; 2025Q4: 68,620 shares 68,620 $686K 0.02% +11,880 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: 2,048 shares; 2024Q4: 4,351 shares; 2025Q1: 2,316 shares; 2025Q2: 1,696 shares; 2025Q3: 1,805 shares; 2025Q4: 2,009 shares 2,009 $676K 0.02% +204 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,763 shares; 2024Q4: 14,808 shares; 2025Q1: 17,614 shares; 2025Q2: 21,711 shares; 2025Q3: 24,443 shares; 2025Q4: 28,106 shares 28,106 $676K 0.02% +3,663 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: 2,972 shares; 2024Q4: 3,082 shares; 2025Q1: 3,364 shares; 2025Q2: 3,006 shares; 2025Q3: 3,099 shares; 2025Q4: 3,250 shares 3,250 $673K 0.02% +151 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: 10,555 shares; 2024Q4: 10,776 shares; 2025Q1: 11,457 shares; 2025Q2: 9,363 shares; 2025Q3: 10,166 shares; 2025Q4: 10,125 shares 10,125 $668K 0.02% -41 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: 6,214 shares; 2024Q4: 6,593 shares; 2025Q1: 7,060 shares; 2025Q2: 6,398 shares; 2025Q3: 5,998 shares; 2025Q4: 6,271 shares 6,271 $660K 0.02% +273 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: 862 shares; 2024Q4: 955 shares; 2025Q1: 1,032 shares; 2025Q2: 1,079 shares; 2025Q3: 1,149 shares; 2025Q4: 1,142 shares 1,142 $652K 0.02% -7 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,561 shares 24,561 $651K 0.02% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 1,103 shares; 2025Q1: not reported; 2025Q2: 3,678 shares; 2025Q3: 3,195 shares; 2025Q4: 3,230 shares 3,230 $645K 0.02% +35 Timeline EWG 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: 15,172 shares; 2025Q3: 23,020 shares; 2025Q4: 15,170 shares 15,170 $645K 0.02% -7,850 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: 25,526 shares; 2024Q4: 24,999 shares; 2025Q1: 20,684 shares; 2025Q2: 21,078 shares; 2025Q3: 17,845 shares; 2025Q4: 18,811 shares 18,811 $636K 0.02% +966 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,376 shares; 2024Q4: 3,557 shares; 2025Q1: 3,311 shares; 2025Q2: 3,480 shares; 2025Q3: 3,754 shares; 2025Q4: 3,964 shares 3,964 $621K 0.02% +210 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: 429 shares; 2024Q4: 557 shares; 2025Q1: 666 shares; 2025Q2: 638 shares; 2025Q3: 669 shares; 2025Q4: 701 shares 701 $616K 0.02% +32 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,768 shares; 2025Q2: 2,777 shares; 2025Q3: 2,812 shares; 2025Q4: 2,808 shares 2,808 $616K 0.02% -4 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,441 shares; 2025Q1: 1,583 shares; 2025Q2: 1,871 shares; 2025Q3: 1,933 shares; 2025Q4: 2,375 shares 2,375 $613K 0.02% +442 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,510 shares; 2024Q4: 11,510 shares; 2025Q1: 11,510 shares; 2025Q2: 11,340 shares; 2025Q3: 11,340 shares; 2025Q4: 11,340 shares 11,340 $600K 0.02% 0 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: 1,795 shares; 2024Q4: 2,007 shares; 2025Q1: 2,387 shares; 2025Q2: 13,629 shares; 2025Q3: not reported; 2025Q4: 4,373 shares 4,373 $594K 0.02% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,218 shares 6,218 $591K 0.02% new 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: 55,795 shares; 2024Q4: 48,950 shares; 2025Q1: 25,852 shares; 2025Q2: 7,539 shares; 2025Q3: 7,435 shares; 2025Q4: 5,717 shares 5,717 $588K 0.02% -1,718 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,056 shares 2,056 $587K 0.02% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,321 shares; 2024Q4: 62,281 shares; 2025Q1: 65,310 shares; 2025Q2: 59,974 shares; 2025Q3: 46,407 shares; 2025Q4: 12,474 shares 12,474 $580K 0.02% -33,933 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: 2,844 shares; 2024Q4: 2,799 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 2,868 shares; 2025Q4: 1,642 shares 1,642 $575K 0.02% -1,226 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: 104,084 shares; 2024Q4: 83,311 shares; 2025Q1: 65,093 shares; 2025Q2: 13,394 shares; 2025Q3: 8,585 shares; 2025Q4: 10,890 shares 10,890 $554K 0.02% +2,305 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: 568 shares; 2024Q4: 592 shares; 2025Q1: 774 shares; 2025Q2: 1,414 shares; 2025Q3: 1,419 shares; 2025Q4: 1,580 shares 1,580 $554K 0.02% +161 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,254 shares; 2025Q1: 1,367 shares; 2025Q2: 1,262 shares; 2025Q3: 2,636 shares; 2025Q4: 2,560 shares 2,560 $539K 0.02% -76 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,100 shares; 2025Q1: 15,393 shares; 2025Q2: 15,438 shares; 2025Q3: 15,484 shares; 2025Q4: 19,532 shares 19,532 $535K 0.02% +4,048 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 915 shares 915 $531K 0.02% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 639 shares; 2025Q1: 609 shares; 2025Q2: 650 shares; 2025Q3: 653 shares; 2025Q4: 652 shares 652 $528K 0.02% -1 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,133 shares; 2024Q4: 3,964 shares; 2025Q1: 4,152 shares; 2025Q2: 4,187 shares; 2025Q3: 4,235 shares; 2025Q4: 4,270 shares 4,270 $525K 0.02% +35 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: 6,166 shares; 2024Q4: 6,178 shares; 2025Q1: 6,220 shares; 2025Q2: 6,283 shares; 2025Q3: 6,332 shares; 2025Q4: 6,292 shares 6,292 $522K 0.02% -40 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,175 shares; 2025Q4: 39,433 shares 39,433 $517K 0.02% -1,742 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,548 shares 5,548 $517K 0.02% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,698 shares; 2024Q4: 31,224 shares; 2025Q1: 40,373 shares; 2025Q2: 16,207 shares; 2025Q3: 19,380 shares; 2025Q4: 19,131 shares 19,131 $515K 0.02% -249 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: 965 shares; 2024Q4: 896 shares; 2025Q1: 869 shares; 2025Q2: 1,229 shares; 2025Q3: 1,626 shares; 2025Q4: 1,678 shares 1,678 $513K 0.02% +52 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,312 shares; 2025Q2: 2,190 shares; 2025Q3: 2,253 shares; 2025Q4: 2,354 shares 2,354 $511K 0.02% +101 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,665 shares; 2024Q4: 13,415 shares; 2025Q1: 10,854 shares; 2025Q2: 8,527 shares; 2025Q3: 6,130 shares; 2025Q4: 4,980 shares 4,980 $508K 0.02% -1,150 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,116 shares; 2025Q3: 2,616 shares; 2025Q4: 4,087 shares 4,087 $508K 0.02% +1,471 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: 5,737 shares; 2024Q4: 6,487 shares; 2025Q1: 6,715 shares; 2025Q2: 6,589 shares; 2025Q3: 6,547 shares; 2025Q4: 5,956 shares 5,956 $502K 0.02% -591 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: 4,742 shares; 2024Q4: 3,759 shares; 2025Q1: 4,676 shares; 2025Q2: 4,482 shares; 2025Q3: 5,812 shares; 2025Q4: 6,494 shares 6,494 $500K 0.02% +682 Timeline NUBD 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: 16,374 shares; 2024Q4: 15,543 shares; 2025Q1: 17,070 shares; 2025Q2: 15,044 shares; 2025Q3: 17,238 shares; 2025Q4: 22,211 shares 22,211 $497K 0.02% +4,973 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: 20,606 shares; 2024Q4: 20,636 shares; 2025Q1: 21,623 shares; 2025Q2: 20,087 shares; 2025Q3: 19,502 shares; 2025Q4: 19,815 shares 19,815 $493K 0.02% +313 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: 1,762 shares; 2024Q4: 1,618 shares; 2025Q1: 1,633 shares; 2025Q2: 2,094 shares; 2025Q3: 2,245 shares; 2025Q4: 2,290 shares 2,290 $486K 0.02% +45 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: 1,119 shares; 2024Q4: 1,091 shares; 2025Q1: 1,101 shares; 2025Q2: 1,698 shares; 2025Q3: 1,691 shares; 2025Q4: 1,669 shares 1,669 $484K 0.02% -22 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,617 shares; 2024Q4: 14,617 shares; 2025Q1: 14,617 shares; 2025Q2: 14,617 shares; 2025Q3: 14,617 shares; 2025Q4: 14,617 shares 14,617 $483K 0.02% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,489 shares; 2024Q4: 6,512 shares; 2025Q1: 6,526 shares; 2025Q2: 6,544 shares; 2025Q3: 6,464 shares; 2025Q4: 6,478 shares 6,478 $481K 0.02% +14 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,730 shares; 2025Q4: 7,075 shares 7,075 $474K 0.02% -655 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: 4,601 shares; 2024Q4: 4,849 shares; 2025Q1: 6,017 shares; 2025Q2: 7,041 shares; 2025Q3: 6,710 shares; 2025Q4: 8,780 shares 8,780 $472K 0.02% +2,070 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,412 shares 5,412 $470K 0.02% new Timeline DFIV 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: 13,385 shares; 2024Q4: 8,359 shares; 2025Q1: 8,389 shares; 2025Q2: 9,087 shares; 2025Q3: 9,127 shares; 2025Q4: 9,329 shares 9,329 $466K 0.02% +202 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,993 shares; 2025Q1: 17,706 shares; 2025Q2: 8,798 shares; 2025Q3: 7,665 shares; 2025Q4: 7,712 shares 7,712 $462K 0.02% +47 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: 3,509 shares; 2024Q4: 3,471 shares; 2025Q1: 3,832 shares; 2025Q2: 3,978 shares; 2025Q3: 5,537 shares; 2025Q4: 5,166 shares 5,166 $462K 0.02% -371 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,146 shares; 2024Q4: 10,163 shares; 2025Q1: 11,172 shares; 2025Q2: 11,184 shares; 2025Q3: 11,197 shares; 2025Q4: 11,214 shares 11,214 $454K 0.02% +17 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: not reported; 2025Q4: 14,121 shares 14,121 $452K 0.02% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,602 shares; 2025Q3: 3,564 shares; 2025Q4: 6,270 shares 6,270 $450K 0.02% +2,706 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: 1,398 shares; 2025Q4: 1,399 shares 1,399 $440K 0.02% +1 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 2,972 shares; 2025Q1: 3,775 shares; 2025Q2: 4,519 shares; 2025Q3: 3,456 shares; 2025Q4: 3,054 shares 3,054 $438K 0.02% -402 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: not reported; 2024Q4: not reported; 2025Q1: 2,315 shares; 2025Q2: 3,881 shares; 2025Q3: 3,380 shares; 2025Q4: 2,962 shares 2,962 $434K 0.02% -418 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,451 shares; 2024Q4: 22,599 shares; 2025Q1: 27,958 shares; 2025Q2: 26,215 shares; 2025Q3: 26,307 shares; 2025Q4: 27,429 shares 27,429 $433K 0.02% +1,122 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS 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: 13,994 shares; 2025Q2: not reported; 2025Q3: 9,430 shares; 2025Q4: 14,455 shares 14,455 $432K 0.02% +5,025 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: 4,206 shares; 2024Q4: 4,215 shares; 2025Q1: 4,229 shares; 2025Q2: 5,045 shares; 2025Q3: 5,160 shares; 2025Q4: 5,187 shares 5,187 $428K 0.01% +27 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: 3,131 shares; 2024Q4: 3,187 shares; 2025Q1: 2,529 shares; 2025Q2: 2,518 shares; 2025Q3: 2,425 shares; 2025Q4: 2,464 shares 2,464 $428K 0.01% +39 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: 5,355 shares; 2024Q4: 5,439 shares; 2025Q1: 5,369 shares; 2025Q2: 5,083 shares; 2025Q3: 7,608 shares; 2025Q4: 8,986 shares 8,986 $421K 0.01% +1,378 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,370 shares; 2024Q4: 7,555 shares; 2025Q1: 7,555 shares; 2025Q2: 7,555 shares; 2025Q3: 7,445 shares; 2025Q4: 8,565 shares 8,565 $420K 0.01% +1,120 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,987 shares; 2025Q3: 16,170 shares; 2025Q4: 33,850 shares 33,850 $400K 0.01% +17,680 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: 1,842 shares; 2024Q4: 2,109 shares; 2025Q1: 2,356 shares; 2025Q2: 2,601 shares; 2025Q3: 2,694 shares; 2025Q4: 2,779 shares 2,779 $399K 0.01% +85 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,389 shares; 2025Q1: 3,522 shares; 2025Q2: 2,825 shares; 2025Q3: 2,780 shares; 2025Q4: 5,383 shares 5,383 $399K 0.01% +2,603 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 3,816 shares; 2025Q1: 4,983 shares; 2025Q2: 4,727 shares; 2025Q3: 3,030 shares; 2025Q4: 2,842 shares 2,842 $396K 0.01% -188 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 1,518 shares; 2025Q1: 1,342 shares; 2025Q2: 1,182 shares; 2025Q3: 1,357 shares; 2025Q4: 1,363 shares 1,363 $392K 0.01% +6 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: 7,354 shares; 2024Q4: 7,363 shares; 2025Q1: 7,335 shares; 2025Q2: 7,420 shares; 2025Q3: 9,039 shares; 2025Q4: 9,567 shares 9,567 $390K 0.01% +528 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: 6,420 shares; 2024Q4: 6,908 shares; 2025Q1: 6,833 shares; 2025Q2: 6,942 shares; 2025Q3: 7,225 shares; 2025Q4: 8,651 shares 8,651 $384K 0.01% +1,426 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: 8,227 shares; 2024Q4: 8,060 shares; 2025Q1: 7,774 shares; 2025Q2: 7,878 shares; 2025Q3: 8,353 shares; 2025Q4: 8,493 shares 8,493 $379K 0.01% +140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,859 shares; 2025Q4: 4,424 shares 4,424 $378K 0.01% +1,565 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 314 shares; 2025Q2: 330 shares; 2025Q3: 372 shares; 2025Q4: 347 shares 347 $372K 0.01% -25 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 953 shares; 2025Q3: 1,283 shares; 2025Q4: 1,446 shares 1,446 $370K 0.01% +163 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,184 shares; 2024Q4: 220,827 shares; 2025Q1: 258,914 shares; 2025Q2: 292,250 shares; 2025Q3: 189,841 shares; 2025Q4: 24,515 shares 24,515 $363K 0.01% -165,326 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,243 shares; 2024Q4: 15,338 shares; 2025Q1: 13,515 shares; 2025Q2: 10,494 shares; 2025Q3: 7,570 shares; 2025Q4: 13,041 shares 13,041 $360K 0.01% +5,471 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,125 shares; 2025Q4: 5,571 shares 5,571 $359K 0.01% +446 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,383 shares; 2024Q4: 36,416 shares; 2025Q1: 19,716 shares; 2025Q2: 16,107 shares; 2025Q3: 16,230 shares; 2025Q4: 15,756 shares 15,756 $357K 0.01% -474 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: 1,445 shares; 2024Q4: 1,493 shares; 2025Q1: 1,503 shares; 2025Q2: 1,609 shares; 2025Q3: 1,544 shares; 2025Q4: 1,617 shares 1,617 $355K 0.01% +73 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 4,136 shares; 2025Q1: 3,140 shares; 2025Q2: 3,069 shares; 2025Q3: 3,100 shares; 2025Q4: 1,721 shares 1,721 $352K 0.01% -1,379 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,786 shares; 2025Q4: 15,580 shares 15,580 $349K 0.01% -6,206 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,692 shares; 2025Q3: 4,183 shares; 2025Q4: 4,123 shares 4,123 $345K 0.01% -60 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: 1,608 shares; 2024Q4: 1,689 shares; 2025Q1: 1,618 shares; 2025Q2: 1,573 shares; 2025Q3: 1,887 shares; 2025Q4: 1,621 shares 1,621 $343K 0.01% -266 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 471 shares; 2025Q3: 497 shares; 2025Q4: 502 shares 502 $340K 0.01% +5 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,907 shares; 2025Q2: 2,086 shares; 2025Q3: 2,228 shares; 2025Q4: 2,706 shares 2,706 $339K 0.01% +478 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 1,554 shares 1,554 $334K 0.01% -546 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,633 shares; 2025Q4: 1,877 shares 1,877 $333K 0.01% +244 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,609 shares 6,609 $332K 0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 12,761 shares; 2025Q2: 13,111 shares; 2025Q3: 15,621 shares; 2025Q4: 16,805 shares 16,805 $331K 0.01% +1,184 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,870 shares; 2024Q4: 3,141 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,931 shares; 2025Q4: 5,122 shares 5,122 $326K 0.01% +2,191 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 656 shares; 2025Q4: 905 shares 905 $320K 0.01% +249 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,176 shares; 2025Q1: 1,258 shares; 2025Q2: 1,512 shares; 2025Q3: 1,008 shares; 2025Q4: 967 shares 967 $319K 0.01% -41 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: 2,305 shares; 2024Q4: 2,062 shares; 2025Q1: 2,065 shares; 2025Q2: 1,437 shares; 2025Q3: 1,652 shares; 2025Q4: 1,599 shares 1,599 $318K 0.01% -53 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,583 shares; 2025Q4: 3,602 shares 3,602 $317K 0.01% +19 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: not reported; 2024Q4: not reported; 2025Q1: 847 shares; 2025Q2: 865 shares; 2025Q3: 810 shares; 2025Q4: 826 shares 826 $317K 0.01% +16 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,035 shares; 2025Q1: 1,070 shares; 2025Q2: 1,049 shares; 2025Q3: 1,050 shares; 2025Q4: 978 shares 978 $316K 0.01% -72 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,952 shares; 2025Q3: 2,881 shares; 2025Q4: 2,791 shares 2,791 $316K 0.01% -90 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,386 shares 7,386 $313K 0.01% new Timeline USRT 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: 4,095 shares; 2025Q3: 4,424 shares; 2025Q4: 5,335 shares 5,335 $304K 0.01% +911 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: 458 shares; 2024Q4: 492 shares; 2025Q1: 501 shares; 2025Q2: 534 shares; 2025Q3: 574 shares; 2025Q4: 577 shares 577 $302K 0.01% +3 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 3,588 shares; 2025Q1: 3,591 shares; 2025Q2: 3,598 shares; 2025Q3: 3,620 shares; 2025Q4: 3,816 shares 3,816 $302K 0.01% +196 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,666 shares; 2025Q1: 1,764 shares; 2025Q2: 1,772 shares; 2025Q3: 1,827 shares; 2025Q4: 1,875 shares 1,875 $300K 0.01% +48 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,482 shares; 2025Q1: 2,612 shares; 2025Q2: 2,711 shares; 2025Q3: 2,943 shares; 2025Q4: 3,082 shares 3,082 $294K 0.01% +139 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,013 shares; 2024Q4: 12,388 shares; 2025Q1: 10,061 shares; 2025Q2: not reported; 2025Q3: 5,164 shares; 2025Q4: 5,968 shares 5,968 $293K 0.01% +804 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: 694 shares; 2024Q4: 702 shares; 2025Q1: 705 shares; 2025Q2: 1,069 shares; 2025Q3: 1,114 shares; 2025Q4: 1,912 shares 1,912 $293K 0.01% +798 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,827 shares; 2025Q2: 2,828 shares; 2025Q3: 2,845 shares; 2025Q4: 2,896 shares 2,896 $289K 0.01% +51 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: not reported; 2025Q1: 3,016 shares; 2025Q2: 3,174 shares; 2025Q3: 3,190 shares; 2025Q4: 3,133 shares 3,133 $288K 0.01% -57 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: 292 shares; 2024Q4: 294 shares; 2025Q1: 318 shares; 2025Q2: 258 shares; 2025Q3: 340 shares; 2025Q4: 142 shares 142 $286K 0.01% -198 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: not reported; 2025Q1: 1,193 shares; 2025Q2: 1,295 shares; 2025Q3: 1,326 shares; 2025Q4: 1,325 shares 1,325 $281K 0.01% -1 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: 1,786 shares; 2024Q4: 1,802 shares; 2025Q1: 1,854 shares; 2025Q2: 1,555 shares; 2025Q3: 1,530 shares; 2025Q4: 1,450 shares 1,450 $281K 0.01% -80 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,861 shares; 2025Q1: 2,464 shares; 2025Q2: 2,467 shares; 2025Q3: 2,475 shares; 2025Q4: 1,971 shares 1,971 $278K 0.01% -504 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,070 shares; 2025Q2: 915 shares; 2025Q3: 934 shares; 2025Q4: 956 shares 956 $277K 0.01% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 577 shares; 2025Q4: 870 shares 870 $277K 0.01% +293 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,361 shares 2,361 $274K 0.01% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,132 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 2,419 shares 2,419 $270K 0.01% -713 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: 1,053 shares; 2024Q4: 1,097 shares; 2025Q1: 1,113 shares; 2025Q2: 1,193 shares; 2025Q3: 1,196 shares; 2025Q4: 1,532 shares 1,532 $269K 0.01% +336 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,113 shares; 2025Q4: 1,147 shares 1,147 $261K 0.01% +34 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 3,716 shares; 2025Q1: 3,717 shares; 2025Q2: 3,417 shares; 2025Q3: 3,143 shares; 2025Q4: 3,213 shares 3,213 $260K 0.01% +70 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 1,272 shares; 2025Q1: not reported; 2025Q2: 1,208 shares; 2025Q3: 1,093 shares; 2025Q4: 1,135 shares 1,135 $260K 0.01% +42 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,373 shares; 2025Q2: 9,658 shares; 2025Q3: 11,633 shares; 2025Q4: 10,448 shares 10,448 $260K 0.01% -1,185 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,825 shares; 2025Q3: 5,825 shares; 2025Q4: 5,825 shares 5,825 $259K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,789 shares; 2025Q1: not reported; 2025Q2: 1,814 shares; 2025Q3: 1,862 shares; 2025Q4: 1,867 shares 1,867 $254K 0.01% +5 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,260 shares; 2025Q1: 1,272 shares; 2025Q2: 1,289 shares; 2025Q3: 1,316 shares; 2025Q4: 1,322 shares 1,322 $245K 0.01% +6 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: 8,273 shares; 2024Q4: 7,995 shares; 2025Q1: 8,246 shares; 2025Q2: 8,685 shares; 2025Q3: 8,181 shares; 2025Q4: 1,643 shares 1,643 $245K 0.01% -6,538 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 394 shares 394 $238K 0.01% +2 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: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 2,856 shares 2,856 $235K 0.01% 0 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,323 shares; 2025Q4: 5,332 shares 5,332 $233K 0.01% +9 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,026 shares 5,026 $225K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,295 shares; 2025Q2: 2,320 shares; 2025Q3: 2,412 shares; 2025Q4: 2,387 shares 2,387 $223K 0.01% -25 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: not reported; 2024Q4: 1,841 shares; 2025Q1: 1,701 shares; 2025Q2: 1,599 shares; 2025Q3: 1,597 shares; 2025Q4: 1,612 shares 1,612 $222K 0.01% +15 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 558 shares 558 $217K 0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 879 shares; 2025Q3: 816 shares; 2025Q4: 958 shares 958 $217K 0.01% +142 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 2,017 shares; 2025Q1: 1,866 shares; 2025Q2: 1,146 shares; 2025Q3: 1,155 shares; 2025Q4: 221,529 shares 221,529 $216K 0.01% +220,374 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 403 shares; 2025Q3: not reported; 2025Q4: 422 shares 422 $216K 0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,566 shares; 2025Q4: 1,567 shares 1,567 $215K 0.01% +1 Timeline NUVEEN CALIFORNIA SELECT TA… NUVEEN CALIFORNIA SELECT TAX-F More: the full row for NUVEEN CALIFORNIA SELECT TAX-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: 10,000 shares; 2025Q4: 16,000 shares 16,000 $211K 0.01% +6,000 IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247 shares 1,247 $210K 0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: 1,615 shares; 2025Q3: 3,037 shares; 2025Q4: 1,905 shares 1,905 $208K 0.01% -1,132 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,571 shares; 2024Q4: 5,653 shares; 2025Q1: 5,559 shares; 2025Q2: 4,619 shares; 2025Q3: 5,692 shares; 2025Q4: 5,485 shares 5,485 $208K 0.01% -207 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,329 shares; 2025Q3: 8,897 shares; 2025Q4: 7,276 shares 7,276 $207K 0.01% -1,621 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 4,000 shares 4,000 $207K 0.01% -250 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291 shares; 2025Q3: 238 shares; 2025Q4: 226 shares 226 $205K 0.01% -12 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: not reported; 2024Q4: not reported; 2025Q1: 770 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 840 shares 840 $204K 0.01% +9 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,777 shares; 2024Q4: 9,091 shares; 2025Q1: 9,095 shares; 2025Q2: 8,544 shares; 2025Q3: 8,562 shares; 2025Q4: 8,459 shares 8,459 $204K 0.01% -103 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,471 shares; 2025Q4: 3,494 shares 3,494 $201K 0.01% +23 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU 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: 20,500 shares; 2025Q4: 20,500 shares 20,500 $183K 0.01% 0 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $142K <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,464 shares 2,464 $133K <0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,840 shares; 2024Q4: not reported; 2025Q1: 13,049 shares; 2025Q2: 13,159 shares; 2025Q3: 13,270 shares; 2025Q4: 13,426 shares 13,426 $109K <0.01% +156 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 743 shares 743 $102K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares 315 $40.7K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,855 shares 31,855 $18.7K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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