DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,152 shares; 2024Q4: 213,602 shares; 2025Q1: 213,602 shares; 2025Q2: 156,255 shares; 2025Q3: 167,316 shares 167,316 $7.66M 2.77% +11,061 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,043 shares; 2024Q4: 198,796 shares; 2025Q1: 198,796 shares; 2025Q2: 211,329 shares; 2025Q3: 208,850 shares 208,850 $7.59M 2.75% -2,479 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,094 shares; 2024Q4: 344,840 shares; 2025Q1: 344,840 shares; 2025Q2: 359,087 shares; 2025Q3: 389,324 shares 389,324 $7.1M 2.57% +30,237 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,964 shares; 2024Q4: 52,108 shares; 2025Q1: 52,108 shares; 2025Q2: 64,432 shares; 2025Q3: 76,059 shares 76,059 $5.66M 2.05% +11,627 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,258 shares; 2024Q4: 107,364 shares; 2025Q1: 107,364 shares; 2025Q2: 110,292 shares; 2025Q3: 110,329 shares 110,329 $5.09M 1.84% +37 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,143 shares; 2024Q4: 23,611 shares; 2025Q1: 23,611 shares; 2025Q2: 24,079 shares; 2025Q3: 24,244 shares 24,244 $5.06M 1.83% +165 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,657 shares; 2024Q4: 12,752 shares; 2025Q1: 12,752 shares; 2025Q2: 10,680 shares; 2025Q3: 10,503 shares 10,503 $5.04M 1.82% -177 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,286 shares; 2024Q4: 24,441 shares; 2025Q1: 24,441 shares; 2025Q2: 24,053 shares; 2025Q3: 24,555 shares 24,555 $4.58M 1.66% +502 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,896 shares; 2024Q4: 48,591 shares; 2025Q1: 48,591 shares; 2025Q2: 45,518 shares; 2025Q3: 45,826 shares 45,826 $4.28M 1.55% +308 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,347 shares; 2024Q4: 11,195 shares; 2025Q1: 11,195 shares; 2025Q2: 6,926 shares; 2025Q3: 6,360 shares 6,360 $3.89M 1.41% -566 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,762 shares; 2024Q4: 26,113 shares; 2025Q1: 26,113 shares; 2025Q2: 26,708 shares; 2025Q3: 26,297 shares 26,297 $3.83M 1.39% -411 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,157 shares; 2024Q4: 7,988 shares; 2025Q1: 7,988 shares; 2025Q2: 8,078 shares; 2025Q3: 8,052 shares 8,052 $3.77M 1.36% -26 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,763 shares; 2024Q4: 14,296 shares; 2025Q1: 14,296 shares; 2025Q2: 14,730 shares; 2025Q3: 14,807 shares 14,807 $3.77M 1.36% +77 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,642 shares; 2024Q4: 43,711 shares; 2025Q1: 43,711 shares; 2025Q2: 44,037 shares; 2025Q3: 46,136 shares 46,136 $3.69M 1.33% +2,099 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,894 shares; 2024Q4: 30,276 shares; 2025Q1: 30,276 shares; 2025Q2: 29,029 shares; 2025Q3: 28,109 shares 28,109 $3.65M 1.32% -920 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,632 shares; 2024Q4: 50,351 shares; 2025Q1: 50,351 shares; 2025Q2: 50,849 shares; 2025Q3: 51,702 shares 51,702 $3.54M 1.28% +853 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,969 shares; 2024Q4: 24,708 shares; 2025Q1: 24,708 shares; 2025Q2: 24,857 shares; 2025Q3: 24,871 shares 24,871 $3.43M 1.24% +14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,982 shares; 2024Q4: 11,567 shares; 2025Q1: 11,567 shares; 2025Q2: 11,407 shares; 2025Q3: 11,092 shares 11,092 $3.41M 1.23% -315 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,630 shares; 2024Q4: 77,626 shares; 2025Q1: 77,626 shares; 2025Q2: 73,753 shares; 2025Q3: 65,403 shares 65,403 $3.34M 1.21% -8,350 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,613 shares; 2024Q4: 20,835 shares; 2025Q1: 20,835 shares; 2025Q2: 17,418 shares; 2025Q3: 16,930 shares 16,930 $3.16M 1.14% -488 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,283 shares; 2024Q4: 35,253 shares; 2025Q1: 35,253 shares; 2025Q2: 32,239 shares; 2025Q3: 32,778 shares 32,778 $3.14M 1.13% +539 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,348 shares; 2024Q4: 21,396 shares; 2025Q1: 21,396 shares; 2025Q2: 11,998 shares; 2025Q3: 12,003 shares 12,003 $3.06M 1.11% +5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,394 shares; 2024Q4: 11,601 shares; 2025Q1: 11,601 shares; 2025Q2: 10,660 shares; 2025Q3: 10,038 shares 10,038 $2.95M 1.07% -622 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,619 shares; 2024Q4: 91,657 shares; 2025Q1: 91,657 shares; 2025Q2: 90,229 shares; 2025Q3: 89,557 shares 89,557 $2.95M 1.07% -672 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,966 shares; 2024Q4: 8,114 shares; 2025Q1: 8,114 shares; 2025Q2: 8,460 shares; 2025Q3: 8,268 shares 8,268 $2.94M 1.06% -192 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,855 shares; 2024Q4: 14,743 shares; 2025Q1: 14,743 shares; 2025Q2: 14,653 shares; 2025Q3: 14,171 shares 14,171 $2.93M 1.06% -482 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,227 shares; 2024Q4: 66,717 shares; 2025Q1: 66,717 shares; 2025Q2: 66,509 shares; 2025Q3: 64,228 shares 64,228 $2.87M 1.04% -2,281 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,183 shares; 2024Q4: 22,902 shares; 2025Q1: 22,902 shares; 2025Q2: 28,111 shares; 2025Q3: 33,982 shares 33,982 $2.86M 1.03% +5,871 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,292 shares; 2024Q4: 75,340 shares; 2025Q1: 75,340 shares; 2025Q2: 106,229 shares; 2025Q3: 121,555 shares 121,555 $2.84M 1.03% +15,326 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,063 shares; 2024Q4: 8,892 shares; 2025Q1: 8,892 shares; 2025Q2: 8,075 shares; 2025Q3: 8,643 shares 8,643 $2.84M 1.03% +568 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,024 shares; 2024Q4: 117,134 shares; 2025Q1: 117,134 shares; 2025Q2: 92,236 shares; 2025Q3: 86,876 shares 86,876 $2.74M 0.99% -5,360 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,854 shares; 2024Q4: 81,748 shares; 2025Q1: 81,748 shares; 2025Q2: 83,522 shares; 2025Q3: 75,928 shares 75,928 $2.71M 0.98% -7,594 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,871 shares; 2024Q4: 23,743 shares; 2025Q1: 23,743 shares; 2025Q2: 23,922 shares; 2025Q3: 22,407 shares 22,407 $2.7M 0.98% -1,515 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,754 shares; 2024Q4: 75,921 shares; 2025Q1: 75,921 shares; 2025Q2: 84,609 shares; 2025Q3: 84,277 shares 84,277 $2.69M 0.97% -332 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,012 shares; 2024Q4: 28,874 shares; 2025Q1: 28,874 shares; 2025Q2: 30,496 shares; 2025Q3: 29,770 shares 29,770 $2.67M 0.96% -726 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,508 shares; 2024Q4: 42,058 shares; 2025Q1: 42,058 shares; 2025Q2: 43,331 shares; 2025Q3: 43,940 shares 43,940 $2.59M 0.94% +609 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,789 shares; 2024Q4: 111,904 shares; 2025Q1: 111,904 shares; 2025Q2: 109,736 shares; 2025Q3: 107,522 shares 107,522 $2.48M 0.9% -2,214 EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,592 shares; 2024Q4: 65,110 shares; 2025Q1: 65,319 shares; 2025Q2: 65,137 shares; 2025Q3: 64,600 shares 64,600 $2.47M 0.89% -537 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,893 shares; 2024Q4: 55,986 shares; 2025Q1: 55,986 shares; 2025Q2: 67,540 shares; 2025Q3: 65,249 shares 65,249 $2.46M 0.89% -2,291 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,572 shares; 2024Q4: 4,641 shares; 2025Q1: 4,641 shares; 2025Q2: 3,759 shares; 2025Q3: 3,666 shares 3,666 $2.45M 0.89% -93 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,543 shares; 2024Q4: 96,316 shares; 2025Q1: 96,316 shares; 2025Q2: 92,113 shares; 2025Q3: 97,622 shares 97,622 $2.33M 0.84% +5,509 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,467 shares; 2024Q4: 54,273 shares; 2025Q1: 54,273 shares; 2025Q2: 53,766 shares; 2025Q3: 51,481 shares 51,481 $2.27M 0.82% -2,285 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,726 shares; 2024Q4: 22,970 shares; 2025Q1: 22,970 shares; 2025Q2: 20,257 shares; 2025Q3: 20,337 shares 20,337 $2.25M 0.81% +80 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,199 shares; 2024Q4: 39,717 shares; 2025Q1: 39,717 shares; 2025Q2: 45,187 shares; 2025Q3: 51,680 shares 51,680 $2.21M 0.8% +6,493 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,691 shares; 2024Q4: 7,697 shares; 2025Q1: 7,697 shares; 2025Q2: 4,176 shares; 2025Q3: 4,160 shares 4,160 $2.15M 0.78% -16 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,562 shares; 2024Q4: 22,819 shares; 2025Q1: 22,819 shares; 2025Q2: 22,318 shares; 2025Q3: 22,125 shares 22,125 $2.12M 0.77% -193 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,857 shares; 2024Q4: 36,516 shares; 2025Q1: 36,516 shares; 2025Q2: 36,422 shares; 2025Q3: 35,567 shares 35,567 $2.07M 0.75% -855 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,991 shares; 2024Q4: 27,838 shares; 2025Q1: 27,838 shares; 2025Q2: 27,860 shares; 2025Q3: 27,891 shares 27,891 $2.02M 0.73% +31 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,706 shares; 2024Q4: 26,972 shares; 2025Q1: 26,972 shares; 2025Q2: 32,031 shares; 2025Q3: 33,545 shares 33,545 $2.01M 0.73% +1,514 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,086 shares; 2024Q4: 29,770 shares; 2025Q1: 29,770 shares; 2025Q2: 28,054 shares; 2025Q3: 30,602 shares 30,602 $2M 0.72% +2,548 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 9,805 shares; 2025Q1: 9,805 shares; 2025Q2: 9,317 shares; 2025Q3: 9,762 shares 9,762 $1.99M 0.72% +445 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,162 shares; 2024Q4: 49,756 shares; 2025Q1: 49,756 shares; 2025Q2: 50,320 shares; 2025Q3: 45,981 shares 45,981 $1.89M 0.68% -4,339 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,696 shares; 2024Q4: 37,529 shares; 2025Q1: 37,529 shares; 2025Q2: 38,335 shares; 2025Q3: 37,051 shares 37,051 $1.88M 0.68% -1,284 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,704 shares; 2025Q1: 22,704 shares; 2025Q2: 53,392 shares; 2025Q3: 78,984 shares 78,984 $1.8M 0.65% +25,592 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,753 shares; 2024Q4: 64,044 shares; 2025Q1: 64,044 shares; 2025Q2: 61,192 shares; 2025Q3: 56,574 shares 56,574 $1.79M 0.65% -4,618 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,644 shares; 2024Q4: 25,946 shares; 2025Q1: 25,946 shares; 2025Q2: 21,520 shares; 2025Q3: 20,139 shares 20,139 $1.71M 0.62% -1,381 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,024 shares; 2024Q4: 68,666 shares; 2025Q1: 68,666 shares; 2025Q2: 40,084 shares; 2025Q3: 40,093 shares 40,093 $1.68M 0.61% +9 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,607 shares; 2024Q4: 14,698 shares; 2025Q1: 14,698 shares; 2025Q2: 11,912 shares; 2025Q3: 11,529 shares 11,529 $1.62M 0.59% -383 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,688 shares; 2024Q4: 15,053 shares; 2025Q1: 15,053 shares; 2025Q2: 16,144 shares; 2025Q3: 15,451 shares 15,451 $1.62M 0.59% -693 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,461 shares; 2024Q4: 16,867 shares; 2025Q1: 16,867 shares; 2025Q2: 21,589 shares; 2025Q3: 22,074 shares 22,074 $1.62M 0.59% +485 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,372 shares; 2024Q4: 63,588 shares; 2025Q1: 63,588 shares; 2025Q2: 54,252 shares; 2025Q3: 52,819 shares 52,819 $1.61M 0.58% -1,433 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,683 shares; 2024Q4: 11,493 shares; 2025Q1: 11,493 shares; 2025Q2: 10,985 shares; 2025Q3: 10,984 shares 10,984 $1.56M 0.57% -1 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,216 shares; 2024Q4: 35,512 shares; 2025Q1: 35,512 shares; 2025Q2: 35,316 shares; 2025Q3: 31,039 shares 31,039 $1.55M 0.56% -4,277 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,219 shares; 2024Q4: 17,219 shares; 2025Q1: 17,219 shares; 2025Q2: 18,226 shares; 2025Q3: 18,298 shares 18,298 $1.51M 0.55% +72 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,140 shares; 2024Q4: 8,179 shares; 2025Q1: 8,179 shares; 2025Q2: 7,849 shares; 2025Q3: 7,915 shares 7,915 $1.5M 0.54% +66 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,059 shares; 2024Q4: 27,648 shares; 2025Q1: 27,648 shares; 2025Q2: 25,867 shares; 2025Q3: 29,671 shares 29,671 $1.49M 0.54% +3,804 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,584 shares; 2024Q4: 19,604 shares; 2025Q1: 19,604 shares; 2025Q2: 20,427 shares; 2025Q3: 20,392 shares 20,392 $1.47M 0.53% -35 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,819 shares; 2024Q4: 26,875 shares; 2025Q1: 26,875 shares; 2025Q2: 31,278 shares; 2025Q3: 30,591 shares 30,591 $1.46M 0.53% -687 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 8,284 shares; 2025Q1: 8,284 shares; 2025Q2: 9,245 shares; 2025Q3: 9,904 shares 9,904 $1.3M 0.47% +659 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,415 shares; 2024Q4: 25,041 shares; 2025Q1: 25,041 shares; 2025Q2: 22,114 shares; 2025Q3: 24,897 shares 24,897 $1.23M 0.45% +2,783 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,857 shares; 2024Q4: 17,324 shares; 2025Q1: 17,324 shares; 2025Q2: 33,607 shares; 2025Q3: 37,027 shares 37,027 $1.21M 0.44% +3,420 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,771 shares; 2024Q4: 50,514 shares; 2025Q1: 50,514 shares; 2025Q2: 49,807 shares; 2025Q3: 48,965 shares 48,965 $1.21M 0.44% -842 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,194 shares; 2024Q4: 30,232 shares; 2025Q1: 30,232 shares; 2025Q2: 34,168 shares; 2025Q3: 37,731 shares 37,731 $1.2M 0.43% +3,563 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,789 shares; 2024Q4: 7,512 shares; 2025Q1: 7,512 shares; 2025Q2: 6,581 shares; 2025Q3: 6,581 shares 6,581 $1.2M 0.43% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 3,655 shares; 2025Q1: 3,655 shares; 2025Q2: 3,625 shares; 2025Q3: 3,632 shares 3,632 $1.2M 0.43% +7 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,488 shares; 2024Q4: 21,574 shares; 2025Q1: 21,574 shares; 2025Q2: 20,282 shares; 2025Q3: 19,745 shares 19,745 $1.18M 0.43% -537 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,497 shares; 2024Q4: 23,742 shares; 2025Q1: 23,742 shares; 2025Q2: 21,436 shares; 2025Q3: 21,436 shares 21,436 $1.14M 0.41% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,731 shares; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,434 shares; 2025Q3: 3,469 shares 3,469 $1.11M 0.4% +35 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,422 shares; 2024Q4: 9,188 shares; 2025Q1: 9,188 shares; 2025Q2: 9,396 shares; 2025Q3: 9,830 shares 9,830 $1.08M 0.39% +434 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,477 shares; 2024Q4: 8,078 shares; 2025Q1: 8,078 shares; 2025Q2: 8,006 shares; 2025Q3: 7,621 shares 7,621 $1.08M 0.39% -385 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,250 shares; 2024Q4: 49,741 shares; 2025Q1: 49,741 shares; 2025Q2: 40,814 shares; 2025Q3: 39,095 shares 39,095 $1.07M 0.39% -1,719 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,895 shares; 2024Q4: 37,854 shares; 2025Q1: 37,854 shares; 2025Q2: 38,756 shares; 2025Q3: 37,739 shares 37,739 $1.05M 0.38% -1,017 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,243 shares; 2024Q4: 19,243 shares; 2025Q1: 19,243 shares; 2025Q2: 19,243 shares; 2025Q3: 19,243 shares 19,243 $977K 0.35% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,147 shares; 2024Q4: 18,472 shares; 2025Q1: 18,472 shares; 2025Q2: 16,668 shares; 2025Q3: 16,078 shares 16,078 $944K 0.34% -590 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 10,496 shares; 2025Q1: 10,496 shares; 2025Q2: 11,087 shares; 2025Q3: 12,262 shares 12,262 $901K 0.33% +1,175 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,511 shares; 2024Q4: 17,253 shares; 2025Q1: 17,253 shares; 2025Q2: 20,461 shares; 2025Q3: 20,098 shares 20,098 $863K 0.31% -363 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,373 shares; 2024Q4: 12,479 shares; 2025Q1: 12,479 shares; 2025Q2: 12,202 shares; 2025Q3: 11,112 shares 11,112 $848K 0.31% -1,090 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 5,313 shares; 2025Q1: 5,313 shares; 2025Q2: 4,679 shares; 2025Q3: 4,774 shares 4,774 $833K 0.3% +95 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,832 shares; 2024Q4: 12,075 shares; 2025Q1: 12,075 shares; 2025Q2: 12,529 shares; 2025Q3: 12,157 shares 12,157 $813K 0.29% -372 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,751 shares; 2024Q4: 12,517 shares; 2025Q1: 12,517 shares; 2025Q2: 9,653 shares; 2025Q3: 7,809 shares 7,809 $807K 0.29% -1,844 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,799 shares; 2025Q3: 13,684 shares 13,684 $778K 0.28% +11,885 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.27% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,191 shares; 2024Q4: 7,189 shares; 2025Q1: 7,189 shares; 2025Q2: 3,479 shares; 2025Q3: 3,424 shares 3,424 $752K 0.27% -55 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,139 shares; 2024Q4: 12,639 shares; 2025Q1: 12,639 shares; 2025Q2: 13,247 shares; 2025Q3: 13,011 shares 13,011 $735K 0.27% -236 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 19,682 shares; 2025Q1: 19,682 shares; 2025Q2: 24,119 shares; 2025Q3: 28,276 shares 28,276 $728K 0.26% +4,157 Timeline ISVL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,076 shares; 2024Q4: 19,347 shares; 2025Q1: 19,347 shares; 2025Q2: 18,362 shares; 2025Q3: 16,037 shares 16,037 $726K 0.26% -2,325 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,404 shares; 2024Q4: 13,732 shares; 2025Q1: 13,732 shares; 2025Q2: 13,441 shares; 2025Q3: 12,882 shares 12,882 $713K 0.26% -559 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,251 shares; 2024Q4: 18,337 shares; 2025Q1: 18,337 shares; 2025Q2: 12,810 shares; 2025Q3: 12,886 shares 12,886 $698K 0.25% +76 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,945 shares; 2024Q4: 12,661 shares; 2025Q1: 12,661 shares; 2025Q2: 14,367 shares; 2025Q3: 15,032 shares 15,032 $688K 0.25% +665 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,585 shares; 2024Q4: 9,029 shares; 2025Q1: 9,029 shares; 2025Q2: 8,968 shares; 2025Q3: 8,981 shares 8,981 $683K 0.25% +13 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 2,657 shares; 2025Q1: 2,657 shares; 2025Q2: 2,257 shares; 2025Q3: 2,257 shares 2,257 $672K 0.24% 0 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,892 shares; 2024Q4: 28,977 shares; 2025Q1: 28,977 shares; 2025Q2: 25,788 shares; 2025Q3: 19,419 shares 19,419 $629K 0.23% -6,369 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,397 shares; 2024Q4: 12,862 shares; 2025Q1: 12,862 shares; 2025Q2: 13,278 shares; 2025Q3: 12,937 shares 12,937 $623K 0.23% -341 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,439 shares; 2024Q4: 9,711 shares; 2025Q1: 9,711 shares; 2025Q2: 12,447 shares; 2025Q3: 13,377 shares 13,377 $621K 0.22% +930 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 5,702 shares; 2025Q1: 5,702 shares; 2025Q2: 5,001 shares; 2025Q3: 5,195 shares 5,195 $617K 0.22% +194 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,389 shares; 2025Q1: 11,389 shares; 2025Q2: 21,559 shares; 2025Q3: 27,915 shares 27,915 $616K 0.22% +6,356 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,032 shares; 2024Q4: 13,382 shares; 2025Q1: 13,382 shares; 2025Q2: 12,197 shares; 2025Q3: 13,294 shares 13,294 $582K 0.21% +1,097 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,279 shares; 2024Q4: 8,818 shares; 2025Q1: 8,818 shares; 2025Q2: 8,915 shares; 2025Q3: 9,937 shares 9,937 $571K 0.21% +1,022 Timeline BLCN SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,387 shares; 2024Q4: 17,189 shares; 2025Q1: 17,189 shares; 2025Q2: 19,136 shares; 2025Q3: 20,405 shares 20,405 $565K 0.2% +1,269 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 5,101 shares; 2025Q1: 5,101 shares; 2025Q2: 5,129 shares; 2025Q3: 5,180 shares 5,180 $556K 0.2% +51 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,542 shares; 2024Q4: 8,716 shares; 2025Q1: 8,716 shares; 2025Q2: 6,365 shares; 2025Q3: 6,306 shares 6,306 $551K 0.2% -59 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,984 shares; 2024Q4: 9,161 shares; 2025Q1: 9,161 shares; 2025Q2: 5,770 shares; 2025Q3: 5,868 shares 5,868 $536K 0.19% +98 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 5,623 shares; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares; 2025Q3: 5,610 shares 5,610 $534K 0.19% -13 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 405 shares; 2025Q3: 438 shares 438 $525K 0.19% +33 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 7,086 shares; 2025Q1: 7,086 shares; 2025Q2: 6,927 shares; 2025Q3: 6,507 shares 6,507 $522K 0.19% -420 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 3,074 shares; 2025Q1: 3,074 shares; 2025Q2: 6,552 shares; 2025Q3: 7,598 shares 7,598 $516K 0.19% +1,046 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,484 shares; 2024Q4: 8,419 shares; 2025Q1: 8,419 shares; 2025Q2: 1,828 shares; 2025Q3: 1,828 shares 1,828 $515K 0.19% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 2,142 shares; 2025Q3: 2,099 shares 2,099 $512K 0.19% -43 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,953 shares; 2024Q4: 9,897 shares; 2025Q1: 9,897 shares; 2025Q2: 9,943 shares; 2025Q3: 9,941 shares 9,941 $509K 0.18% -2 Timeline SPGP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 2,981 shares; 2025Q1: 2,981 shares; 2025Q2: 4,137 shares; 2025Q3: 4,388 shares 4,388 $499K 0.18% +251 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,258 shares; 2025Q1: 3,258 shares; 2025Q2: 2,981 shares; 2025Q3: 2,863 shares 2,863 $489K 0.18% -118 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: 8,541 shares; 2025Q1: 8,541 shares; 2025Q2: 8,840 shares; 2025Q3: 9,965 shares 9,965 $478K 0.17% +1,125 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,114 shares; 2024Q4: 40,700 shares; 2025Q1: 40,700 shares; 2025Q2: 19,269 shares; 2025Q3: 20,381 shares 20,381 $474K 0.17% +1,112 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 4,455 shares; 2025Q1: 4,455 shares; 2025Q2: 1,936 shares; 2025Q3: 1,887 shares 1,887 $460K 0.17% -49 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 2,460 shares; 2025Q1: 2,460 shares; 2025Q2: 2,409 shares; 2025Q3: 2,412 shares 2,412 $458K 0.17% +3 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,869 shares; 2025Q1: 3,869 shares; 2025Q2: 3,609 shares; 2025Q3: 3,562 shares 3,562 $430K 0.16% -47 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,548 shares; 2024Q4: 9,170 shares; 2025Q1: 9,170 shares; 2025Q2: 9,408 shares; 2025Q3: 9,972 shares 9,972 $421K 0.15% +564 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 552 shares; 2025Q3: 568 shares 568 $417K 0.15% +16 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 944 shares; 2025Q1: 944 shares; 2025Q2: 3,536 shares; 2025Q3: 3,636 shares 3,636 $417K 0.15% +100 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,330 shares; 2025Q3: 19,940 shares 19,940 $393K 0.14% -3,390 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,003 shares; 2025Q1: 3,003 shares; 2025Q2: 2,807 shares; 2025Q3: 2,810 shares 2,810 $392K 0.14% +3 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,354 shares; 2025Q3: 19,939 shares 19,939 $390K 0.14% -3,415 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,957 shares; 2024Q4: 12,439 shares; 2025Q1: 12,439 shares; 2025Q2: 14,749 shares; 2025Q3: 14,800 shares 14,800 $389K 0.14% +51 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 567 shares; 2025Q3: 568 shares 568 $369K 0.13% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,486 shares; 2025Q3: 1,410 shares 1,410 $366K 0.13% -76 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 11,367 shares; 2025Q1: 11,367 shares; 2025Q2: 12,138 shares; 2025Q3: 9,206 shares 9,206 $365K 0.13% -2,932 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 1,762 shares; 2025Q3: 1,856 shares 1,856 $361K 0.13% +94 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 814 shares; 2025Q1: 814 shares; 2025Q2: 1,075 shares; 2025Q3: 483 shares 483 $361K 0.13% -592 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 445 shares; 2025Q3: 540 shares 540 $360K 0.13% +95 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,621 shares; 2024Q4: 9,821 shares; 2025Q1: 9,821 shares; 2025Q2: 7,359 shares; 2025Q3: 5,929 shares 5,929 $357K 0.13% -1,430 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,739 shares; 2025Q3: 1,739 shares 1,739 $353K 0.13% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 901 shares; 2025Q3: 952 shares 952 $348K 0.13% +51 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 1,079 shares; 2025Q1: 1,079 shares; 2025Q2: 1,079 shares; 2025Q3: 1,079 shares 1,079 $348K 0.13% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 4,822 shares; 2025Q3: 5,216 shares 5,216 $339K 0.12% +394 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2,132 shares; 2025Q1: 2,132 shares; 2025Q2: 2,218 shares; 2025Q3: 2,219 shares 2,219 $335K 0.12% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $332K 0.12% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 3,031 shares; 2025Q1: 3,031 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares 2,800 $321K 0.12% 0 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,208 shares; 2024Q4: 10,036 shares; 2025Q1: 10,036 shares; 2025Q2: 8,488 shares; 2025Q3: 6,870 shares 6,870 $315K 0.11% -1,618 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 527 shares; 2025Q3: 521 shares 521 $313K 0.11% -6 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 1,849 shares; 2025Q1: 1,849 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700 $312K 0.11% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 636 shares; 2025Q3: 636 shares 636 $312K 0.11% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 980 shares; 2025Q3: 980 shares 980 $309K 0.11% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 901 shares; 2025Q3: 902 shares 902 $297K 0.11% +1 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,773 shares; 2025Q1: 2,773 shares; 2025Q2: 2,785 shares; 2025Q3: 6,932 shares 6,932 $294K 0.11% +4,147 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 1,121 shares; 2025Q3: 1,372 shares 1,372 $293K 0.11% +251 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 2,990 shares; 2025Q3: 2,913 shares 2,913 $289K 0.1% -77 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 6,995 shares; 2025Q1: 6,995 shares; 2025Q2: 7,566 shares; 2025Q3: 7,574 shares 7,574 $285K 0.1% +8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 758 shares; 2025Q3: 758 shares 758 $284K 0.1% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,451 shares; 2024Q4: 5,462 shares; 2025Q1: 5,462 shares; 2025Q2: 5,234 shares; 2025Q3: 5,331 shares 5,331 $283K 0.1% +97 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares 628 $279K 0.1% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,060 shares; 2024Q4: 10,179 shares; 2025Q1: 10,179 shares; 2025Q2: 2,258 shares; 2025Q3: 2,508 shares 2,508 $279K 0.1% +250 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,642 shares; 2025Q1: 1,642 shares; 2025Q2: 1,535 shares; 2025Q3: 1,548 shares 1,548 $274K 0.1% +13 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,333 shares; 2025Q3: 1,390 shares 1,390 $273K 0.1% +57 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 164 shares; 2025Q3: 442 shares 442 $272K 0.1% +278 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 5,225 shares; 2025Q1: 5,225 shares; 2025Q2: 3,550 shares; 2025Q3: 3,413 shares 3,413 $269K 0.1% -137 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,756 shares; 2025Q1: 2,756 shares; 2025Q2: 2,401 shares; 2025Q3: 2,806 shares 2,806 $267K 0.1% +405 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 846 shares; 2025Q1: 846 shares; 2025Q2: 475 shares; 2025Q3: 286 shares 286 $265K 0.1% -189 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,931 shares; 2024Q4: 33,901 shares; 2025Q1: 33,901 shares; 2025Q2: 4,807 shares; 2025Q3: 4,817 shares 4,817 $259K 0.09% +10 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 5,336 shares; 2025Q1: 5,336 shares; 2025Q2: 3,934 shares; 2025Q3: 4,181 shares 4,181 $245K 0.09% +247 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,429 shares 1,429 $241K 0.09% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 937 shares; 2025Q3: 974 shares 974 $239K 0.09% +37 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,943 shares; 2024Q4: 8,286 shares; 2025Q1: 8,286 shares; 2025Q2: 8,997 shares; 2025Q3: 8,581 shares 8,581 $234K 0.08% -416 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 3,772 shares; 2025Q1: 3,772 shares; 2025Q2: 3,772 shares; 2025Q3: 3,772 shares 3,772 $232K 0.08% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,346 shares; 2025Q1: 2,346 shares; 2025Q2: 2,049 shares; 2025Q3: 2,049 shares 2,049 $231K 0.08% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 5,721 shares; 2025Q3: 5,721 shares 5,721 $224K 0.08% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,076 shares; 2025Q1: 3,076 shares; 2025Q2: 4,395 shares; 2025Q3: 4,395 shares 4,395 $223K 0.08% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 3,084 shares; 2025Q1: 3,084 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares 1,448 $222K 0.08% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,972 shares; 2025Q1: 1,972 shares; 2025Q2: 1,986 shares; 2025Q3: 2,262 shares 2,262 $213K 0.08% +276 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 836 shares 836 $206K 0.07% new Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403 shares 403 $205K 0.07% new Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,073 shares; 2025Q3: 4,073 shares 4,073 $204K 0.07% 0 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 2,244 shares; 2025Q1: 2,244 shares; 2025Q2: 4,617 shares; 2025Q3: 4,627 shares 4,627 $203K 0.07% +10 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 2,020 shares 2,020 $203K 0.07% +720 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 475 shares; 2025Q3: 475 shares 475 $202K 0.07% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares; 2025Q2: 1,778 shares; 2025Q3: 3,090 shares 3,090 $197K 0.07% +1,312 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,102 shares; 2024Q4: 11,117 shares; 2025Q1: 11,117 shares; 2025Q2: 1,206 shares; 2025Q3: 2,501 shares 2,501 $195K 0.07% +1,295 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares 2,450 $191K 0.07% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,654 shares 7,654 $190K 0.07% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 2,596 shares; 2025Q1: 2,596 shares; 2025Q2: 2,596 shares; 2025Q3: 2,097 shares 2,097 $188K 0.07% -499 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,775 shares 2,775 $187K 0.07% 0 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,891 shares; 2024Q4: 17,616 shares; 2025Q1: 17,616 shares; 2025Q2: 14,634 shares; 2025Q3: 6,062 shares 6,062 $185K 0.07% -8,572 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,402 shares; 2024Q4: 23,922 shares; 2025Q1: 23,922 shares; 2025Q2: 22,462 shares; 2025Q3: 22,462 shares 22,462 $184K 0.07% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 5,041 shares; 2025Q1: 5,041 shares; 2025Q2: 5,152 shares; 2025Q3: 5,097 shares 5,097 $181K 0.07% -55 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,175 shares; 2024Q4: 14,862 shares; 2025Q1: 14,862 shares; 2025Q2: 13,736 shares; 2025Q3: 13,742 shares 13,742 $180K 0.07% +6 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,839 shares; 2024Q4: 27,965 shares; 2025Q1: 27,965 shares; 2025Q2: 5,974 shares; 2025Q3: 5,720 shares 5,720 $179K 0.06% -254 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 773 shares; 2025Q3: 775 shares 775 $179K 0.06% +2 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 2,414 shares; 2025Q1: 2,414 shares; 2025Q2: 1,558 shares; 2025Q3: 1,601 shares 1,601 $178K 0.06% +43 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,499 shares; 2024Q4: 24,826 shares; 2025Q1: 24,826 shares; 2025Q2: 2,367 shares; 2025Q3: 2,402 shares 2,402 $175K 0.06% +35 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 4,428 shares; 2025Q1: 4,428 shares; 2025Q2: 2,608 shares; 2025Q3: 2,577 shares 2,577 $170K 0.06% -31 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 2,307 shares; 2025Q1: 2,307 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $169K 0.06% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,949 shares; 2025Q1: 3,949 shares; 2025Q2: 2,743 shares; 2025Q3: 3,640 shares 3,640 $168K 0.06% +897 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 351 shares; 2025Q3: 351 shares 351 $167K 0.06% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 2,723 shares; 2025Q1: 2,723 shares; 2025Q2: 5,134 shares; 2025Q3: 5,176 shares 5,176 $166K 0.06% +42 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,549 shares; 2025Q1: 1,549 shares; 2025Q2: 1,114 shares; 2025Q3: 1,114 shares 1,114 $165K 0.06% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 557 shares; 2025Q3: 557 shares 557 $164K 0.06% 0 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 3,935 shares; 2025Q1: 3,935 shares; 2025Q2: 3,968 shares; 2025Q3: 2,367 shares 2,367 $163K 0.06% -1,601 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,128 shares; 2025Q3: 1,138 shares 1,138 $162K 0.06% +10 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,604 shares; 2025Q1: 6,604 shares; 2025Q2: 4,181 shares; 2025Q3: 4,031 shares 4,031 $153K 0.06% -150 Timeline EWD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares 3,200 $151K 0.05% 0 Timeline RWL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,078 shares; 2025Q1: 1,078 shares; 2025Q2: 1,128 shares; 2025Q3: 1,336 shares 1,336 $148K 0.05% +208 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 1,879 shares; 2025Q3: 2,104 shares 2,104 $144K 0.05% +225 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,207 shares; 2025Q3: 1,216 shares 1,216 $138K 0.05% +9 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,847 shares; 2025Q1: 1,847 shares; 2025Q2: 449 shares; 2025Q3: 449 shares 449 $136K 0.05% 0 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares 2,100 $133K 0.05% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 1,016 shares; 2025Q3: 1,002 shares 1,002 $131K 0.05% -14 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,018 shares; 2025Q1: 1,018 shares; 2025Q2: 430 shares; 2025Q3: 430 shares 430 $129K 0.05% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 528 shares; 2025Q3: 528 shares 528 $128K 0.05% 0 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 632 shares; 2025Q3: 3,116 shares 3,116 $128K 0.05% +2,484 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 1,196 shares 1,196 $127K 0.05% +6 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,192 shares; 2024Q4: 3,201 shares; 2025Q1: 3,201 shares; 2025Q2: 3,219 shares; 2025Q3: 3,340 shares 3,340 $124K 0.05% +121 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 5,671 shares; 2025Q1: 5,671 shares; 2025Q2: 1,381 shares; 2025Q3: 1,381 shares 1,381 $122K 0.04% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,340 shares; 2025Q1: 3,340 shares; 2025Q2: 3,398 shares; 2025Q3: 3,414 shares 3,414 $120K 0.04% +16 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,192 shares; 2025Q1: 3,192 shares; 2025Q2: 2,650 shares; 2025Q3: 2,672 shares 2,672 $120K 0.04% +22 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 850 shares; 2025Q3: 858 shares 858 $117K 0.04% +8 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,151 shares; 2025Q1: 2,151 shares; 2025Q2: 1,942 shares; 2025Q3: 1,748 shares 1,748 $115K 0.04% -194 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,222 shares; 2025Q1: 1,222 shares; 2025Q2: 1,222 shares; 2025Q3: 2,351 shares 2,351 $115K 0.04% +1,129 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares 800 $115K 0.04% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 3,958 shares; 2025Q1: 3,958 shares; 2025Q2: 3,741 shares; 2025Q3: 3,234 shares 3,234 $112K 0.04% -507 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 4,359 shares; 2025Q1: 4,359 shares; 2025Q2: 886 shares; 2025Q3: 565 shares 565 $105K 0.04% -321 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,165 shares; 2025Q3: 2,179 shares 2,179 $104K 0.04% +14 Timeline XRLX FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares 2,139 $99.3K 0.04% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 347 shares; 2025Q3: 347 shares 347 $97.9K 0.04% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 404 shares; 2025Q3: 404 shares 404 $97.8K 0.04% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,216 shares; 2025Q1: 1,216 shares; 2025Q2: 1,273 shares; 2025Q3: 1,360 shares 1,360 $97K 0.04% +87 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,956 shares; 2025Q1: 1,956 shares; 2025Q2: 1,957 shares; 2025Q3: 1,957 shares 1,957 $96K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,071 shares; 2025Q3: 1,200 shares 1,200 $95.7K 0.03% +129 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $94.5K 0.03% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 482 shares 482 $92.9K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares 2,180 $92.4K 0.03% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 270 shares; 2025Q3: 270 shares 270 $92.2K 0.03% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares 1,903 $90.4K 0.03% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 6,805 shares; 2025Q1: 6,805 shares; 2025Q2: 2,002 shares; 2025Q3: 2,679 shares 2,679 $89.4K 0.03% +677 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,815 shares; 2024Q4: 18,861 shares; 2025Q1: 18,861 shares; 2025Q2: 1,577 shares; 2025Q3: 1,898 shares 1,898 $88.8K 0.03% +321 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,209 shares; 2024Q4: 4,762 shares; 2025Q1: 4,762 shares; 2025Q2: 1,762 shares; 2025Q3: 1,792 shares 1,792 $88.3K 0.03% +30 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 720 shares; 2025Q3: 913 shares 913 $88.2K 0.03% +193 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 648 shares 648 $87.9K 0.03% +25 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 1,889 shares 1,889 $87.3K 0.03% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares 175 $86.3K 0.03% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 5,173 shares; 2025Q1: 5,173 shares; 2025Q2: 1,722 shares; 2025Q3: 1,284 shares 1,284 $85.1K 0.03% -438 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 434 shares; 2025Q3: 434 shares 434 $85K 0.03% 0 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares 2,025 $84.3K 0.03% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 321 shares; 2025Q3: 180 shares 180 $83.5K 0.03% -141 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 297 shares; 2025Q3: 282 shares 282 $82.8K 0.03% -15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,211 shares; 2025Q3: 1,065 shares 1,065 $81.4K 0.03% -146 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 441 shares; 2025Q1: 441 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $81.2K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,734 shares; 2024Q4: 99,935 shares; 2025Q1: 99,935 shares; 2025Q2: 1,035 shares; 2025Q3: 2,541 shares 2,541 $81.1K 0.03% +1,506 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,685 shares; 2024Q4: 12,799 shares; 2025Q1: 12,799 shares; 2025Q2: 717 shares; 2025Q3: 717 shares 717 $80.8K 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 402 shares; 2025Q3: 402 shares 402 $80.8K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 575 shares; 2025Q3: 574 shares 574 $80.4K 0.03% -1 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 139 shares; 2025Q3: 139 shares 139 $79.1K 0.03% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 777 shares; 2025Q3: 780 shares 780 $78K 0.03% +3 Timeline XSMO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 894 shares; 2025Q3: 1,059 shares 1,059 $77.9K 0.03% +165 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 1,716 shares; 2025Q1: 1,716 shares; 2025Q2: 1,119 shares; 2025Q3: 1,160 shares 1,160 $77.6K 0.03% +41 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 957 shares; 2025Q3: 925 shares 925 $76.8K 0.03% -32 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 309 shares; 2025Q3: 331 shares 331 $73.6K 0.03% +22 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 2,327 shares; 2025Q1: 2,327 shares; 2025Q2: 520 shares; 2025Q3: 520 shares 520 $73K 0.03% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 636 shares 636 $72K 0.03% 0 Timeline GRPM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 605 shares; 2025Q3: 592 shares 592 $71.4K 0.03% -13 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 296 shares; 2025Q3: 296 shares 296 $70K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 296 shares; 2025Q3: 297 shares 297 $69.7K 0.03% +1 Timeline NCNA NUCANA PLC More: the full row for NUCANA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares 15,000 $69.6K 0.03% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,516 shares; 2024Q4: 11,259 shares; 2025Q1: 11,259 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $69.6K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares 240 $67.7K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 311 shares 311 $67.1K 0.02% 0 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 1,314 shares; 2025Q3: 1,317 shares 1,317 $66.7K 0.02% +3 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 442 shares; 2025Q3: 442 shares 442 $66.7K 0.02% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,642 shares; 2025Q1: 2,642 shares; 2025Q2: 355 shares; 2025Q3: 355 shares 355 $66.6K 0.02% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,879 shares; 2024Q4: 6,619 shares; 2025Q1: 6,619 shares; 2025Q2: 829 shares; 2025Q3: 829 shares 829 $66.5K 0.02% 0 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 659 shares; 2025Q3: 1,202 shares 1,202 $64K 0.02% +543 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 1,073 shares; 2025Q1: 1,073 shares; 2025Q2: 836 shares; 2025Q3: 845 shares 845 $63.7K 0.02% +9 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 996 shares 996 $61.3K 0.02% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares 175 $60.4K 0.02% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300 $60.3K 0.02% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares 765 $60K 0.02% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 1,044 shares; 2025Q3: 365 shares 365 $59.1K 0.02% -679 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,272 shares; 2024Q4: 4,324 shares; 2025Q1: 4,324 shares; 2025Q2: 375 shares; 2025Q3: 375 shares 375 $58.2K 0.02% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares 860 $57.5K 0.02% 0 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,797 shares; 2025Q1: 1,797 shares; 2025Q2: 1,809 shares; 2025Q3: 1,575 shares 1,575 $56.9K 0.02% -234 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 192 shares; 2025Q3: 189 shares 189 $56.8K 0.02% -3 Timeline DXIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 921 shares; 2025Q3: 921 shares 921 $56.7K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 1,182 shares; 2025Q1: 1,182 shares; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares 1,182 $56.3K 0.02% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 276 shares; 2025Q3: 268 shares 268 $56.2K 0.02% -8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 6,072 shares; 2025Q1: 6,072 shares; 2025Q2: 2,125 shares; 2025Q3: 2,129 shares 2,129 $56.1K 0.02% +4 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: 787 shares; 2025Q3: 787 shares 787 $56K 0.02% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 659 shares; 2025Q3: 615 shares 615 $55K 0.02% -44 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 323 shares; 2025Q3: 324 shares 324 $54.2K 0.02% +1 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares 1,054 $53.3K 0.02% 0 Timeline XRPI VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,037 shares 3,037 $52.5K 0.02% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 557 shares 557 $51.9K 0.02% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 454 shares; 2025Q3: 454 shares 454 $51.7K 0.02% 0 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 540 shares; 2025Q3: 913 shares 913 $51.7K 0.02% +373 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 542 shares; 2025Q3: 550 shares 550 $51.5K 0.02% +8 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 830 shares; 2025Q3: 559 shares 559 $51.3K 0.02% -271 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,065 shares 1,065 $50.8K 0.02% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 123 shares; 2025Q3: 140 shares 140 $48.4K 0.02% +17 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $47.8K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $47.7K 0.02% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 331 shares; 2025Q3: 332 shares 332 $47.3K 0.02% +1 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares 1,250 $47.1K 0.02% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares 1,199 $45.6K 0.02% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 436 shares; 2025Q3: 437 shares 437 $45.6K 0.02% +1 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares 115 $45.6K 0.02% 0 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares 450 $44.4K 0.02% 0 Timeline IBLC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 770 shares; 2025Q3: 798 shares 798 $44.2K 0.02% +28 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $44.1K 0.02% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,129 shares; 2025Q3: 1,149 shares 1,149 $43.9K 0.02% +20 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 515 shares 515 $42.9K 0.02% +250 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 706 shares; 2025Q1: 706 shares; 2025Q2: 274 shares; 2025Q3: 274 shares 274 $42.5K 0.02% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 4,141 shares; 2025Q1: 4,141 shares; 2025Q2: 351 shares; 2025Q3: 351 shares 351 $42.1K 0.02% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 551 shares; 2025Q3: 501 shares 501 $42.1K 0.02% -50 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $42K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 150 shares; 2025Q3: 150 shares 150 $41.9K 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 110 shares; 2025Q3: 110 shares 110 $41.7K 0.02% 0 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares 1,925 $41.5K 0.02% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $40.1K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 34 shares; 2025Q3: 34 shares 34 $39.6K 0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 1,086 shares; 2025Q3: 1,469 shares 1,469 $39.6K 0.01% +383 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $39.3K 0.01% 0 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 487 shares; 2025Q3: 546 shares 546 $39.3K 0.01% +59 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 387 shares; 2025Q3: 387 shares 387 $39K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 510 shares 510 $38.8K 0.01% -500 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,913 shares; 2024Q4: 11,421 shares; 2025Q1: 11,421 shares; 2025Q2: 753 shares; 2025Q3: 873 shares 873 $38.4K 0.01% +120 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares 336 $37.5K 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 298 shares; 2025Q3: 622 shares 622 $37.4K 0.01% +324 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $36.8K 0.01% new Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 527 shares; 2025Q3: 528 shares 528 $36.1K 0.01% +1 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $35.9K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 435 shares 435 $35.3K 0.01% -18 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: 1,217 shares; 2025Q1: 1,217 shares; 2025Q2: 636 shares; 2025Q3: 644 shares 644 $34.8K 0.01% +8 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,533 shares; 2025Q1: 2,533 shares; 2025Q2: 1,781 shares; 2025Q3: 1,886 shares 1,886 $34.8K 0.01% +105 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 449 shares 449 $33.4K 0.01% -151 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,975 shares 1,975 $33.3K 0.01% +100 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares 140 $33.2K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 422 shares; 2025Q3: 422 shares 422 $32.4K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 207 shares; 2025Q3: 208 shares 208 $32.3K 0.01% +1 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,999 shares; 2024Q4: 7,649 shares; 2025Q1: 7,649 shares; 2025Q2: 310 shares; 2025Q3: 310 shares 310 $31.9K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 814 shares 814 $31.9K 0.01% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,548 shares; 2024Q4: 3,549 shares; 2025Q1: 3,549 shares; 2025Q2: 222 shares; 2025Q3: 196 shares 196 $31.7K 0.01% -26 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares 820 $31.6K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,835 shares; 2024Q4: 16,334 shares; 2025Q1: 16,334 shares; 2025Q2: 971 shares; 2025Q3: 1,236 shares 1,236 $31.5K 0.01% +265 Timeline DPST DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares 314 $31.4K 0.01% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,493 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares 1,493 $31.4K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 127 shares; 2025Q3: 127 shares 127 $31.3K 0.01% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 328 shares 328 $31.2K 0.01% -309 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,681 shares; 2025Q1: 2,681 shares; 2025Q2: 493 shares; 2025Q3: 493 shares 493 $30.8K 0.01% 0 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: 1,034 shares 1,034 $30.5K 0.01% +760 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 210 shares; 2025Q3: 211 shares 211 $30.4K 0.01% +1 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,301 shares; 2024Q4: 5,335 shares; 2025Q1: 5,335 shares; 2025Q2: 364 shares; 2025Q3: 262 shares 262 $30K 0.01% -102 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 1,845 shares; 2025Q1: 1,845 shares; 2025Q2: 364 shares; 2025Q3: 364 shares 364 $30K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,856 shares; 2024Q4: 18,673 shares; 2025Q1: 18,673 shares; 2025Q2: 1,038 shares; 2025Q3: 1,048 shares 1,048 $29.6K 0.01% +10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 99 shares; 2025Q3: 132 shares 132 $28.5K 0.01% +33 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $28K 0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares 1,063 $27.9K 0.01% 0 Timeline ORMP ORAMED PHARMACEUTICALS INC More: the full row for ORAMED PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,540 shares; 2024Q4: 10,540 shares; 2025Q1: 10,540 shares; 2025Q2: 10,540 shares; 2025Q3: 10,540 shares 10,540 $27.8K 0.01% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 442 shares 442 $27.2K 0.01% 0 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares 150 $27.1K 0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 524 shares; 2025Q3: 526 shares 526 $27.1K 0.01% +2 Timeline ITEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 451 shares 451 $26.5K 0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 540 shares; 2025Q3: 540 shares 540 $26.4K 0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares 150 $26.2K 0.01% 0 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 688 shares; 2025Q3: 688 shares 688 $26K 0.01% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 361 shares; 2025Q3: 361 shares 361 $25.4K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 107 shares; 2025Q3: 107 shares 107 $25.2K 0.01% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 452 shares; 2025Q3: 452 shares 452 $25.2K 0.01% 0 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 563 shares; 2025Q3: 565 shares 565 $24.9K 0.01% +2 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,135 shares; 2024Q4: 60,413 shares; 2025Q1: 60,413 shares; 2025Q2: 950 shares; 2025Q3: 966 shares 966 $24.8K 0.01% +16 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 1,287 shares; 2025Q1: 1,287 shares; 2025Q2: 292 shares; 2025Q3: 292 shares 292 $24.8K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares 83 $23.9K 0.01% 0 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 168 shares; 2025Q3: 184 shares 184 $23.5K 0.01% +16 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $23.5K 0.01% 0 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258 shares 258 $23.4K 0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares 66 $23.3K 0.01% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 810 shares; 2025Q3: 810 shares 810 $23.1K 0.01% 0 Timeline EMMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 737 shares; 2025Q3: 741 shares 741 $22.7K 0.01% +4 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares 337 $22.5K 0.01% 0 Timeline NBET NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 213 shares; 2025Q3: 682 shares 682 $22.4K 0.01% +469 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,191 shares; 2025Q1: 1,191 shares; 2025Q2: 1,016 shares; 2025Q3: 1,142 shares 1,142 $22.2K 0.01% +126 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 356 shares; 2025Q3: 29 shares 29 $22.1K 0.01% -327 Timeline FMED FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 875 shares 875 $21.8K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 451 shares; 2025Q3: 439 shares 439 $21.7K 0.01% -12 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 350 shares; 2025Q3: 350 shares 350 $21.7K 0.01% 0 Timeline FIDELITY COVINGTON TRUST FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 992 shares 992 $21.5K 0.01% new VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114 shares; 2025Q3: 114 shares 114 $21.4K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 252 shares; 2025Q3: 252 shares 252 $21.1K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 370 shares; 2025Q3: 370 shares 370 $20.5K 0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 575 shares; 2025Q3: 577 shares 577 $20.4K 0.01% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,513 shares; 2024Q4: 31,006 shares; 2025Q1: 31,006 shares; 2025Q2: 720 shares; 2025Q3: 730 shares 730 $20.4K 0.01% +10 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 149 shares; 2025Q3: 105 shares 105 $20.1K 0.01% -44 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares 217 $19.1K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 558 shares; 2025Q1: 558 shares; 2025Q2: 400 shares; 2025Q3: 200 shares 200 $19.1K 0.01% -200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: 237 shares; 2025Q3: 237 shares 237 $18.9K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 361 shares 361 $18.8K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 216 shares; 2025Q3: 216 shares 216 $18.3K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 753 shares; 2025Q1: 753 shares; 2025Q2: 697 shares; 2025Q3: 702 shares 702 $18.3K 0.01% +5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares 91 $18K 0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 41 shares 41 $17.8K 0.01% -1 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares 122 $17.6K 0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,623 shares; 2025Q1: 1,623 shares; 2025Q2: 1,625 shares; 2025Q3: 103 shares 103 $17.3K 0.01% -1,522 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 1,973 shares; 2025Q1: 1,973 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $16.8K 0.01% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 137 shares 137 $16.6K 0.01% +1 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares 460 $16.4K 0.01% 0 Timeline EOLS EVOLUS INC More: the full row for EVOLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,665 shares; 2025Q1: 2,665 shares; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares 2,665 $16.4K 0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 400 shares; 2025Q3: 450 shares 450 $15.9K 0.01% +50 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,992 shares; 2025Q3: 1,992 shares 1,992 $15.9K 0.01% 0 Timeline AXIL AXIL BRANDS INC More: the full row for AXIL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,501 shares; 2025Q1: 2,501 shares; 2025Q2: 2,501 shares; 2025Q3: 2,501 shares 2,501 $15.8K 0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 115 shares; 2025Q3: 115 shares 115 $15.4K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares 350 $15.3K 0.01% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares 487 $15K 0.01% 0 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 145 shares; 2025Q3: 363 shares 363 $14.9K 0.01% +218 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $14.9K 0.01% 0 Timeline PGZ PRINCIPAL REAL ESTATE INCOME More: the full row for PRINCIPAL REAL ESTATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,415 shares; 2025Q1: 1,415 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares 1,420 $14.9K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 89 shares; 2025Q3: 89 shares 89 $14.8K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,069 shares; 2024Q4: 17,199 shares; 2025Q1: 17,199 shares; 2025Q2: 169 shares; 2025Q3: 169 shares 169 $14.7K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 3,114 shares; 2025Q1: 3,114 shares; 2025Q2: 1,168 shares; 2025Q3: 1,182 shares 1,182 $14.1K 0.01% +14 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares 400 $13.7K <0.01% new Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 226 shares; 2025Q3: 226 shares 226 $13.2K <0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 345 shares 345 $13K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 885 shares 885 $13K <0.01% +88 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 201 shares; 2025Q3: 171 shares 171 $12.9K <0.01% -30 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,499 shares; 2025Q1: 1,499 shares; 2025Q2: 464 shares; 2025Q3: 591 shares 591 $12.7K <0.01% +127 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares 86 $12.5K <0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $12.5K <0.01% 0 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $12.4K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $12.3K <0.01% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: not reported; 2025Q3: 171 shares 171 $12.1K <0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 372 shares; 2025Q3: 372 shares 372 $11.7K <0.01% 0 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares 225 $11.6K <0.01% 0 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 701 shares; 2025Q3: 701 shares 701 $11.5K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 739 shares; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 739 shares 739 $11.4K <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,300 shares; 2025Q3: 1,500 shares 1,500 $11.4K <0.01% +200 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 68 shares; 2025Q3: 69 shares 69 $11.4K <0.01% +1 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares 561 $11.3K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares 40 $11K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares 45 $10.7K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 83 shares; 2025Q3: 83 shares 83 $10.6K <0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 1 shares; 2025Q3: 50 shares 50 $10.6K <0.01% +49 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares 185 $10.5K <0.01% 0 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares 159 $10.4K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares 650 $10.4K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $9.88K <0.01% 0 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares 520 $9.67K <0.01% 0 Timeline SSK ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302 shares 302 $9.66K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $9.45K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,303 shares; 2024Q4: 7,585 shares; 2025Q1: 7,585 shares; 2025Q2: 102 shares; 2025Q3: 139 shares 139 $9.43K <0.01% +37 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 65 shares; 2025Q3: 65 shares 65 $9.4K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $9.36K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 18 shares; 2025Q3: 28 shares 28 $9.27K <0.01% +10 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 506 shares; 2025Q3: 513 shares 513 $9.2K <0.01% +7 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 468 shares; 2025Q3: 468 shares 468 $8.96K <0.01% 0 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 228 shares; 2025Q3: 228 shares 228 $8.87K <0.01% 0 Timeline INVESCO BULLETSHARES 2025 CB INVESCO BULLETSHARES 2025 CB More: the full row for INVESCO BULLETSHARES 2025 CB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 420 shares; 2025Q3: 420 shares 420 $8.69K <0.01% 0 ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares 70 $8.39K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares 240 $8.32K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 117 shares 117 $8.31K <0.01% -48 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 171 shares 171 $8.03K <0.01% 0 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $7.79K <0.01% 0 Timeline YOLO ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,451 shares; 2025Q1: 1,451 shares; 2025Q2: 1,451 shares; 2025Q3: 2,148 shares 2,148 $7.58K <0.01% +697 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $7.41K <0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 124 shares; 2025Q3: 124 shares 124 $7.35K <0.01% 0 IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 74 shares; 2025Q3: 74 shares 74 $7.18K <0.01% 0 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 489 shares 489 $7.06K <0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $6.7K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 112 shares; 2025Q3: 112 shares 112 $6.7K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,421 shares; 2024Q4: 18,321 shares; 2025Q1: 18,321 shares; 2025Q2: 384 shares; 2025Q3: 384 shares 384 $6.58K <0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 144 shares; 2025Q3: 144 shares 144 $6.5K <0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 75 shares; 2025Q3: 75 shares 75 $6.29K <0.01% 0 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 417 shares 417 $6.04K <0.01% +12 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166 shares; 2025Q3: 166 shares 166 $6K <0.01% 0 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares 135 $5.97K <0.01% 0 Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $5.96K <0.01% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 398 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 398 shares 398 $5.95K <0.01% 0 Timeline LDEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 100 shares; 2025Q3: 99 shares 99 $5.83K <0.01% -1 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,339 shares; 2025Q1: 1,339 shares; 2025Q2: 205 shares; 2025Q3: 205 shares 205 $5.58K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares 216 $5.51K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,225 shares; 2024Q4: 88,054 shares; 2025Q1: 88,054 shares; 2025Q2: not reported; 2025Q3: 189 shares 189 $5.5K <0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: not reported; 2025Q3: 50 shares 50 $5.43K <0.01% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: not reported; 2025Q3: 222 shares 222 $5.21K <0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares 56 $5.15K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117 shares; 2025Q3: 117 shares 117 $5.12K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 205 shares; 2025Q3: 205 shares 205 $5.04K <0.01% 0 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $4.79K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 28 shares; 2025Q3: 28 shares 28 $4.77K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 149 shares 149 $4.75K <0.01% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 71 shares 71 $4.72K <0.01% -65 Timeline CANTOR EQUITY PARTNERS INC CANTOR EQUITY PARTNERS INC More: the full row for CANTOR EQUITY PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210 shares; 2025Q3: 210 shares 210 $4.7K <0.01% 0 IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares 161 $4.59K <0.01% 0 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58 shares; 2025Q3: 58 shares 58 $4.42K <0.01% 0 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 502 shares; 2025Q3: 505 shares 505 $4.4K <0.01% +3 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $4.39K <0.01% 0 Timeline TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $4.33K <0.01% 0