SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,705 shares; 2024Q4: 20,490 shares; 2025Q1: 19,327 shares; 2025Q2: 19,495 shares; 2025Q3: 22,202 shares; 2025Q4: 22,192 shares 22,192 $15.1M 5.3% -10 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,622 shares; 2024Q4: 71,734 shares; 2025Q1: 65,911 shares; 2025Q2: 65,783 shares; 2025Q3: 51,000 shares; 2025Q4: 50,844 shares 50,844 $13.8M 4.84% -156 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,304 shares; 2024Q4: 13,883 shares; 2025Q1: 15,037 shares; 2025Q2: 14,926 shares; 2025Q3: 15,743 shares; 2025Q4: 15,236 shares 15,236 $9.55M 3.35% -507 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,903 shares; 2024Q4: 15,785 shares; 2025Q1: 15,563 shares; 2025Q2: 15,561 shares; 2025Q3: 15,983 shares; 2025Q4: 16,256 shares 16,256 $7.86M 2.76% +273 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,115 shares; 2024Q4: 290,319 shares; 2025Q1: 289,759 shares; 2025Q2: 290,349 shares; 2025Q3: 199,498 shares; 2025Q4: 185,012 shares 185,012 $5.07M 1.78% -14,486 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,655 shares; 2024Q4: 22,777 shares; 2025Q1: 22,839 shares; 2025Q2: 23,092 shares; 2025Q3: 22,621 shares; 2025Q4: 22,558 shares 22,558 $4.96M 1.74% -63 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,565 shares; 2024Q4: 19,947 shares; 2025Q1: 21,485 shares; 2025Q2: 24,142 shares; 2025Q3: 25,358 shares; 2025Q4: 25,719 shares 25,719 $4.8M 1.68% +361 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,364 shares; 2024Q4: 9,508 shares; 2025Q1: 9,379 shares; 2025Q2: 9,380 shares; 2025Q3: 9,574 shares; 2025Q4: 8,883 shares 8,883 $4.33M 1.52% -691 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,427 shares; 2024Q4: 9,384 shares; 2025Q1: 11,077 shares; 2025Q2: 13,182 shares; 2025Q3: 13,079 shares; 2025Q4: 13,156 shares 13,156 $4.24M 1.49% +77 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,469 shares; 2024Q4: 49,593 shares; 2025Q1: 51,077 shares; 2025Q2: 55,312 shares; 2025Q3: 62,051 shares; 2025Q4: 64,077 shares 64,077 $3.99M 1.4% +2,026 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,215 shares; 2024Q4: 21,375 shares; 2025Q1: 21,444 shares; 2025Q2: 24,272 shares; 2025Q3: 24,297 shares; 2025Q4: 24,469 shares 24,469 $3.73M 1.31% +172 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,507 shares; 2024Q4: 20,743 shares; 2025Q1: 30,493 shares; 2025Q2: 34,002 shares; 2025Q3: 34,150 shares; 2025Q4: 34,331 shares 34,331 $3.61M 1.27% +181 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,103 shares; 2024Q4: 52,956 shares; 2025Q1: 75,123 shares; 2025Q2: 53,674 shares; 2025Q3: 60,423 shares; 2025Q4: 78,099 shares 78,099 $3.47M 1.22% +17,676 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,868 shares; 2024Q4: 35,336 shares; 2025Q1: 39,895 shares; 2025Q2: 43,906 shares; 2025Q3: 43,211 shares; 2025Q4: 43,665 shares 43,665 $3.36M 1.18% +454 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 5,324 shares; 2025Q1: 5,032 shares; 2025Q2: 5,228 shares; 2025Q3: 4,916 shares; 2025Q4: 4,907 shares 4,907 $3.36M 1.18% -9 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,522 shares; 2024Q4: 16,578 shares; 2025Q1: 16,722 shares; 2025Q2: 18,066 shares; 2025Q3: 17,462 shares; 2025Q4: 17,526 shares 17,526 $3.36M 1.18% +64 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,599 shares; 2024Q4: 37,275 shares; 2025Q1: 33,804 shares; 2025Q2: 33,967 shares; 2025Q3: 32,798 shares; 2025Q4: 32,267 shares 32,267 $3.21M 1.13% -531 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,923 shares; 2024Q4: 25,628 shares; 2025Q1: 23,939 shares; 2025Q2: 26,704 shares; 2025Q3: 26,279 shares; 2025Q4: 27,227 shares 27,227 $3.16M 1.11% +948 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,873 shares; 2024Q4: 6,978 shares; 2025Q1: 9,182 shares; 2025Q2: 11,250 shares; 2025Q3: 13,213 shares; 2025Q4: 13,612 shares 13,612 $3.14M 1.1% +399 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,061 shares; 2024Q4: 55,022 shares; 2025Q1: 53,626 shares; 2025Q2: 53,677 shares; 2025Q3: 53,641 shares; 2025Q4: 53,715 shares 53,715 $3.05M 1.07% +74 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 4,059 shares; 2025Q1: 4,195 shares; 2025Q2: 4,279 shares; 2025Q3: 4,469 shares; 2025Q4: 4,605 shares 4,605 $3.04M 1.07% +136 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,530 shares; 2024Q4: 10,616 shares; 2025Q1: 10,507 shares; 2025Q2: 10,548 shares; 2025Q3: 10,419 shares; 2025Q4: 10,115 shares 10,115 $3M 1.05% -304 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,254 shares; 2024Q4: 9,960 shares; 2025Q1: 9,858 shares; 2025Q2: 9,960 shares; 2025Q3: 9,827 shares; 2025Q4: 9,825 shares 9,825 $2.99M 1.05% -2 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,458 shares; 2024Q4: 4,458 shares; 2025Q1: 4,490 shares; 2025Q2: 4,524 shares; 2025Q3: 4,506 shares; 2025Q4: 4,545 shares 4,545 $2.97M 1.04% +39 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,016 shares; 2024Q4: 107,541 shares; 2025Q1: 105,931 shares; 2025Q2: 105,453 shares; 2025Q3: 105,453 shares; 2025Q4: 105,453 shares 105,453 $2.54M 0.89% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,791 shares; 2024Q4: 6,834 shares; 2025Q1: 7,342 shares; 2025Q2: 7,668 shares; 2025Q3: 8,039 shares; 2025Q4: 8,093 shares 8,093 $2.53M 0.89% +54 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 19,525 shares; 2025Q1: 19,524 shares; 2025Q2: 22,629 shares; 2025Q3: 22,327 shares; 2025Q4: 22,408 shares 22,408 $2.5M 0.88% +81 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,251 shares; 2024Q4: 52,070 shares; 2025Q1: 53,712 shares; 2025Q2: 48,329 shares; 2025Q3: 51,200 shares; 2025Q4: 53,277 shares 53,277 $2.49M 0.87% +2,077 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,240 shares; 2024Q4: 20,419 shares; 2025Q1: 20,602 shares; 2025Q2: 20,662 shares; 2025Q3: 20,324 shares; 2025Q4: 19,908 shares 19,908 $2.4M 0.84% -416 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,863 shares; 2024Q4: 16,385 shares; 2025Q1: 16,125 shares; 2025Q2: 17,735 shares; 2025Q3: 17,450 shares; 2025Q4: 17,416 shares 17,416 $2.25M 0.79% -34 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,014 shares; 2024Q4: 40,614 shares; 2025Q1: 40,792 shares; 2025Q2: 40,827 shares; 2025Q3: 39,639 shares; 2025Q4: 39,735 shares 39,735 $2.19M 0.77% +96 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,391 shares; 2024Q4: 10,451 shares; 2025Q1: 9,276 shares; 2025Q2: 9,327 shares; 2025Q3: 10,219 shares; 2025Q4: 10,116 shares 10,116 $2.17M 0.76% -103 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,205 shares; 2024Q4: 11,117 shares; 2025Q1: 11,124 shares; 2025Q2: 11,095 shares; 2025Q3: 10,464 shares; 2025Q4: 10,464 shares 10,464 $2.09M 0.73% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,213 shares; 2024Q4: 27,153 shares; 2025Q1: 27,212 shares; 2025Q2: 27,688 shares; 2025Q3: 27,730 shares; 2025Q4: 27,346 shares 27,346 $2.08M 0.73% -384 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,029 shares; 2024Q4: 3,031 shares; 2025Q1: 3,009 shares; 2025Q2: 2,933 shares; 2025Q3: 3,307 shares; 2025Q4: 3,311 shares 3,311 $2.03M 0.71% +4 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,492 shares; 2024Q4: 30,887 shares; 2025Q1: 31,431 shares; 2025Q2: 31,346 shares; 2025Q3: 32,696 shares; 2025Q4: 32,326 shares 32,326 $2.02M 0.71% -370 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,221 shares; 2024Q4: 7,197 shares; 2025Q1: 5,421 shares; 2025Q2: 5,583 shares; 2025Q3: 7,794 shares; 2025Q4: 7,710 shares 7,710 $1.95M 0.68% -84 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,621 shares; 2024Q4: 10,460 shares; 2025Q1: 10,636 shares; 2025Q2: 10,696 shares; 2025Q3: 9,976 shares; 2025Q4: 9,788 shares 9,788 $1.94M 0.68% -188 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,351 shares; 2024Q4: 13,573 shares; 2025Q1: 13,814 shares; 2025Q2: 14,021 shares; 2025Q3: 14,045 shares; 2025Q4: 13,503 shares 13,503 $1.94M 0.68% -542 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,341 shares; 2024Q4: 20,977 shares; 2025Q1: 20,470 shares; 2025Q2: 21,204 shares; 2025Q3: 20,905 shares; 2025Q4: 20,914 shares 20,914 $1.93M 0.68% +9 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,426 shares; 2024Q4: 5,729 shares; 2025Q1: 5,909 shares; 2025Q2: 5,927 shares; 2025Q3: 6,098 shares; 2025Q4: 6,120 shares 6,120 $1.92M 0.67% +22 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,277 shares; 2025Q1: 9,421 shares; 2025Q2: 10,881 shares; 2025Q3: 10,985 shares; 2025Q4: 11,037 shares 11,037 $1.89M 0.66% +52 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,231 shares; 2024Q4: 33,373 shares; 2025Q1: 34,537 shares; 2025Q2: 33,506 shares; 2025Q3: 34,760 shares; 2025Q4: 34,874 shares 34,874 $1.87M 0.66% +114 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: 6,343 shares; 2025Q1: 6,333 shares; 2025Q2: 6,377 shares; 2025Q3: 5,959 shares; 2025Q4: 5,844 shares 5,844 $1.79M 0.63% -115 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 1,564 shares; 2025Q1: 1,579 shares; 2025Q2: 1,564 shares; 2025Q3: 1,587 shares; 2025Q4: 1,627 shares 1,627 $1.75M 0.61% +40 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,915 shares; 2024Q4: 22,288 shares; 2025Q1: 22,037 shares; 2025Q2: 22,796 shares; 2025Q3: 21,337 shares; 2025Q4: 20,833 shares 20,833 $1.74M 0.61% -504 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,403 shares; 2024Q4: 6,436 shares; 2025Q1: 6,526 shares; 2025Q2: 8,865 shares; 2025Q3: 9,110 shares; 2025Q4: 9,226 shares 9,226 $1.69M 0.59% +116 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,072 shares; 2024Q4: 33,501 shares; 2025Q1: 34,045 shares; 2025Q2: 34,606 shares; 2025Q3: 33,890 shares; 2025Q4: 28,367 shares 28,367 $1.66M 0.58% -5,523 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,486 shares; 2024Q4: 11,420 shares; 2025Q1: 17,245 shares; 2025Q2: 17,315 shares; 2025Q3: 18,286 shares; 2025Q4: 22,582 shares 22,582 $1.65M 0.58% +4,296 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,145 shares; 2024Q4: 21,944 shares; 2025Q1: 22,119 shares; 2025Q2: 29,731 shares; 2025Q3: 29,680 shares; 2025Q4: 29,432 shares 29,432 $1.61M 0.57% -248 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,157 shares; 2024Q4: 32,697 shares; 2025Q1: 32,871 shares; 2025Q2: 32,795 shares; 2025Q3: 33,177 shares; 2025Q4: 33,205 shares 33,205 $1.6M 0.56% +28 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,854 shares; 2024Q4: 11,279 shares; 2025Q1: 11,471 shares; 2025Q2: 12,868 shares; 2025Q3: 13,509 shares; 2025Q4: 13,323 shares 13,323 $1.57M 0.55% -186 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,426 shares; 2024Q4: 7,450 shares; 2025Q1: 7,514 shares; 2025Q2: 7,725 shares; 2025Q3: 7,798 shares; 2025Q4: 7,777 shares 7,777 $1.52M 0.53% -21 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,678 shares; 2024Q4: 14,360 shares; 2025Q1: 16,619 shares; 2025Q2: 16,587 shares; 2025Q3: 16,625 shares; 2025Q4: 16,532 shares 16,532 $1.49M 0.52% -93 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,620 shares; 2025Q2: 35,487 shares; 2025Q3: 37,322 shares; 2025Q4: 38,967 shares 38,967 $1.49M 0.52% +1,645 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 726 shares; 2025Q1: 740 shares; 2025Q2: 753 shares; 2025Q3: 2,562 shares; 2025Q4: 2,572 shares 2,572 $1.47M 0.52% +10 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,749 shares; 2024Q4: 4,763 shares; 2025Q1: 4,800 shares; 2025Q2: 4,810 shares; 2025Q3: 4,764 shares; 2025Q4: 4,209 shares 4,209 $1.45M 0.51% -555 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,257 shares; 2024Q4: 5,392 shares; 2025Q1: 3,801 shares; 2025Q2: 3,789 shares; 2025Q3: 3,765 shares; 2025Q4: 3,621 shares 3,621 $1.43M 0.5% -144 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 4,144 shares; 2025Q1: 4,144 shares; 2025Q2: 4,144 shares; 2025Q3: 4,129 shares; 2025Q4: 4,129 shares 4,129 $1.38M 0.49% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 3,949 shares; 2025Q1: 3,920 shares; 2025Q2: 3,915 shares; 2025Q3: 3,947 shares; 2025Q4: 3,809 shares 3,809 $1.37M 0.48% -138 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,644 shares; 2024Q4: 18,879 shares; 2025Q1: 11,937 shares; 2025Q2: 16,423 shares; 2025Q3: 32,889 shares; 2025Q4: 29,052 shares 29,052 $1.36M 0.48% -3,837 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,290 shares; 2024Q4: 24,447 shares; 2025Q1: 23,509 shares; 2025Q2: 25,357 shares; 2025Q3: 22,811 shares; 2025Q4: 22,524 shares 22,524 $1.36M 0.48% -287 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,086 shares; 2024Q4: 7,360 shares; 2025Q1: 8,565 shares; 2025Q2: 8,717 shares; 2025Q3: 8,652 shares; 2025Q4: 8,713 shares 8,713 $1.35M 0.47% +61 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 6,957 shares; 2025Q1: 6,957 shares; 2025Q2: 6,956 shares; 2025Q3: 6,956 shares; 2025Q4: 6,956 shares 6,956 $1.33M 0.47% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,951 shares; 2024Q4: 6,985 shares; 2025Q1: 7,085 shares; 2025Q2: 7,137 shares; 2025Q3: 7,218 shares; 2025Q4: 7,297 shares 7,297 $1.32M 0.46% +79 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,682 shares; 2024Q4: 7,740 shares; 2025Q1: 7,766 shares; 2025Q2: 7,862 shares; 2025Q3: 7,505 shares; 2025Q4: 7,526 shares 7,526 $1.29M 0.45% +21 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,201 shares; 2025Q3: 28,056 shares; 2025Q4: 28,175 shares 28,175 $1.24M 0.44% +119 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,562 shares; 2024Q4: 6,199 shares; 2025Q1: 6,244 shares; 2025Q2: 6,235 shares; 2025Q3: 6,613 shares; 2025Q4: 6,492 shares 6,492 $1.24M 0.43% -121 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,406 shares; 2024Q4: 12,115 shares; 2025Q1: 11,890 shares; 2025Q2: 12,109 shares; 2025Q3: 12,294 shares; 2025Q4: 12,555 shares 12,555 $1.22M 0.43% +261 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,911 shares; 2024Q4: 5,255 shares; 2025Q1: 5,380 shares; 2025Q2: 5,361 shares; 2025Q3: 5,515 shares; 2025Q4: 5,422 shares 5,422 $1.22M 0.43% -93 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 2,751 shares; 2025Q1: 2,818 shares; 2025Q2: 4,278 shares; 2025Q3: 4,416 shares; 2025Q4: 5,269 shares 5,269 $1.2M 0.42% +853 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,671 shares; 2024Q4: 16,911 shares; 2025Q1: 16,988 shares; 2025Q2: 19,285 shares; 2025Q3: 19,021 shares; 2025Q4: 19,156 shares 19,156 $1.2M 0.42% +135 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,438 shares; 2024Q4: 14,908 shares; 2025Q1: 14,985 shares; 2025Q2: 14,943 shares; 2025Q3: 15,162 shares; 2025Q4: 15,154 shares 15,154 $1.19M 0.42% -8 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 4,681 shares; 2025Q1: 4,576 shares; 2025Q2: 4,660 shares; 2025Q3: 4,615 shares; 2025Q4: 4,642 shares 4,642 $1.19M 0.42% +27 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,679 shares; 2024Q4: 35,443 shares; 2025Q1: 34,362 shares; 2025Q2: 36,571 shares; 2025Q3: 35,671 shares; 2025Q4: 35,316 shares 35,316 $1.16M 0.41% -355 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 8,370 shares; 2025Q1: 8,130 shares; 2025Q2: 8,126 shares; 2025Q3: 7,809 shares; 2025Q4: 7,666 shares 7,666 $1.15M 0.4% -143 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,411 shares; 2024Q4: 10,557 shares; 2025Q1: 10,548 shares; 2025Q2: 10,635 shares; 2025Q3: 10,705 shares; 2025Q4: 10,832 shares 10,832 $1.14M 0.4% +127 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,251 shares; 2024Q4: 5,251 shares; 2025Q1: 4,242 shares; 2025Q2: 4,655 shares; 2025Q3: 4,444 shares; 2025Q4: 4,444 shares 4,444 $1.09M 0.38% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,021 shares; 2025Q1: 1,044 shares; 2025Q2: 1,040 shares; 2025Q3: 1,928 shares; 2025Q4: 3,332 shares 3,332 $1.09M 0.38% +1,404 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,772 shares; 2024Q4: 11,804 shares; 2025Q1: 11,411 shares; 2025Q2: 11,566 shares; 2025Q3: 10,984 shares; 2025Q4: 10,768 shares 10,768 $1.06M 0.37% -216 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 4,350 shares; 2025Q1: 4,409 shares; 2025Q2: 5,587 shares; 2025Q3: 5,646 shares; 2025Q4: 5,716 shares 5,716 $1.05M 0.37% +70 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,447 shares; 2025Q1: 2,421 shares; 2025Q2: 2,555 shares; 2025Q3: 2,621 shares; 2025Q4: 2,631 shares 2,631 $1.04M 0.37% +10 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 6,068 shares; 2025Q1: 7,521 shares; 2025Q2: 7,826 shares; 2025Q3: 8,156 shares; 2025Q4: 8,417 shares 8,417 $1.03M 0.36% +261 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 787 shares; 2025Q1: 800 shares; 2025Q2: 2,183 shares; 2025Q3: 2,111 shares; 2025Q4: 2,136 shares 2,136 $1.03M 0.36% +25 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,345 shares; 2024Q4: 14,332 shares; 2025Q1: 11,823 shares; 2025Q2: 11,961 shares; 2025Q3: 12,540 shares; 2025Q4: 12,800 shares 12,800 $1.02M 0.36% +260 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,368 shares; 2024Q4: 18,457 shares; 2025Q1: 20,101 shares; 2025Q2: 20,101 shares; 2025Q3: 20,737 shares; 2025Q4: 20,973 shares 20,973 $1M 0.35% +236 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 3,121 shares; 2025Q1: 3,053 shares; 2025Q2: 3,039 shares; 2025Q3: 3,150 shares; 2025Q4: 3,070 shares 3,070 $987K 0.35% -80 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 3,010 shares; 2025Q2: 7,294 shares; 2025Q3: 7,326 shares; 2025Q4: 7,462 shares 7,462 $978K 0.34% +136 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,014 shares; 2024Q4: 10,777 shares; 2025Q1: 11,668 shares; 2025Q2: 11,271 shares; 2025Q3: 11,827 shares; 2025Q4: 11,882 shares 11,882 $964K 0.34% +55 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,989 shares; 2024Q4: 20,056 shares; 2025Q1: 15,308 shares; 2025Q2: 15,720 shares; 2025Q3: 8,694 shares; 2025Q4: 8,714 shares 8,714 $961K 0.34% +20 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,626 shares; 2025Q2: 4,728 shares; 2025Q3: 5,052 shares; 2025Q4: 5,071 shares 5,071 $910K 0.32% +19 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,274 shares; 2024Q4: 8,065 shares; 2025Q1: 8,066 shares; 2025Q2: 8,142 shares; 2025Q3: 8,597 shares; 2025Q4: 8,809 shares 8,809 $907K 0.32% +212 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,432 shares; 2024Q4: 6,432 shares; 2025Q1: 6,432 shares; 2025Q2: 6,432 shares; 2025Q3: 6,432 shares; 2025Q4: 12,864 shares 12,864 $906K 0.32% +6,432 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,556 shares; 2024Q4: 43,217 shares; 2025Q1: 43,223 shares; 2025Q2: 43,225 shares; 2025Q3: 38,231 shares; 2025Q4: 28,234 shares 28,234 $887K 0.31% -9,997 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 50 shares; 2025Q1: 54 shares; 2025Q2: 1,418 shares; 2025Q3: 1,426 shares; 2025Q4: 1,572 shares 1,572 $883K 0.31% +146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,664 shares; 2025Q1: 1,673 shares; 2025Q2: 1,566 shares; 2025Q3: 1,821 shares; 2025Q4: 1,821 shares 1,821 $875K 0.31% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 3,797 shares; 2025Q1: 3,844 shares; 2025Q2: 3,985 shares; 2025Q3: 3,981 shares; 2025Q4: 4,025 shares 4,025 $874K 0.31% +44 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 46 shares; 2025Q2: 17,623 shares; 2025Q3: 19,559 shares; 2025Q4: 19,752 shares 19,752 $861K 0.3% +193 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,333 shares; 2024Q4: 10,522 shares; 2025Q1: 10,765 shares; 2025Q2: 12,196 shares; 2025Q3: 14,036 shares; 2025Q4: 14,690 shares 14,690 $851K 0.3% +654 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,209 shares; 2024Q4: 17,658 shares; 2025Q1: 17,790 shares; 2025Q2: 17,745 shares; 2025Q3: 17,929 shares; 2025Q4: 17,920 shares 17,920 $844K 0.3% -9 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 11,260 shares; 2025Q1: 1,798 shares; 2025Q2: 5,686 shares; 2025Q3: 9,140 shares; 2025Q4: 12,103 shares 12,103 $840K 0.29% +2,963 Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,625 shares; 2025Q1: 22,324 shares; 2025Q2: 35,960 shares; 2025Q3: 33,869 shares; 2025Q4: 33,164 shares 33,164 $829K 0.29% -705 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,094 shares; 2025Q1: 2,286 shares; 2025Q2: 2,535 shares; 2025Q3: 2,660 shares; 2025Q4: 2,679 shares 2,679 $825K 0.29% +19 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,435 shares; 2025Q1: 1,481 shares; 2025Q2: 1,580 shares; 2025Q3: 1,612 shares; 2025Q4: 1,639 shares 1,639 $824K 0.29% +27 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,681 shares; 2024Q4: 10,637 shares; 2025Q1: 10,845 shares; 2025Q2: 10,926 shares; 2025Q3: 11,325 shares; 2025Q4: 11,195 shares 11,195 $800K 0.28% -130 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 637 shares; 2025Q1: 238 shares; 2025Q2: not reported; 2025Q3: 4,683 shares; 2025Q4: 4,786 shares 4,786 $781K 0.27% +103 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 14,678 shares; 2025Q2: 20,738 shares; 2025Q3: 20,592 shares; 2025Q4: 20,611 shares 20,611 $771K 0.27% +19 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,295 shares; 2025Q1: 1,334 shares; 2025Q2: not reported; 2025Q3: 1,477 shares; 2025Q4: 4,344 shares 4,344 $771K 0.27% +2,867 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,560 shares; 2024Q4: 7,510 shares; 2025Q1: 4,077 shares; 2025Q2: 4,225 shares; 2025Q3: 4,257 shares; 2025Q4: 4,253 shares 4,253 $756K 0.26% -4 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 22 shares; 2025Q1: 50 shares; 2025Q2: 3,069 shares; 2025Q3: 4,758 shares; 2025Q4: 4,744 shares 4,744 $755K 0.26% -14 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 817 shares; 2025Q1: 826 shares; 2025Q2: 824 shares; 2025Q3: 849 shares; 2025Q4: 854 shares 854 $751K 0.26% +5 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,482 shares; 2025Q1: 22,183 shares; 2025Q2: 31,494 shares; 2025Q3: 29,668 shares; 2025Q4: 29,054 shares 29,054 $728K 0.26% -614 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 56 shares; 2025Q1: 66 shares; 2025Q2: 1,693 shares; 2025Q3: 2,071 shares; 2025Q4: 2,150 shares 2,150 $724K 0.25% +79 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,993 shares; 2024Q4: 14,075 shares; 2025Q1: 14,545 shares; 2025Q2: 15,206 shares; 2025Q3: 16,814 shares; 2025Q4: 17,487 shares 17,487 $715K 0.25% +673 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,086 shares; 2025Q1: 23,876 shares; 2025Q2: 15,521 shares; 2025Q3: 30,116 shares; 2025Q4: 24,740 shares 24,740 $706K 0.25% -5,376 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 2,730 shares; 2025Q1: 2,769 shares; 2025Q2: not reported; 2025Q3: 6,011 shares; 2025Q4: 8,770 shares 8,770 $696K 0.24% +2,759 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,558 shares; 2024Q4: 8,569 shares; 2025Q1: 8,594 shares; 2025Q2: 8,600 shares; 2025Q3: 8,604 shares; 2025Q4: 8,658 shares 8,658 $684K 0.24% +54 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 4,848 shares; 2025Q1: 4,888 shares; 2025Q2: 5,685 shares; 2025Q3: 6,210 shares; 2025Q4: 6,301 shares 6,301 $672K 0.24% +91 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,199 shares; 2024Q4: 12,315 shares; 2025Q1: 12,596 shares; 2025Q2: 12,735 shares; 2025Q3: 11,483 shares; 2025Q4: 26,013 shares 26,013 $646K 0.23% +14,530 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,520 shares; 2025Q1: 2,542 shares; 2025Q2: 2,549 shares; 2025Q3: 2,549 shares; 2025Q4: 2,305 shares 2,305 $643K 0.23% -244 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,176 shares; 2024Q4: 8,143 shares; 2025Q1: 8,174 shares; 2025Q2: 8,157 shares; 2025Q3: 8,255 shares; 2025Q4: 8,250 shares 8,250 $642K 0.23% -5 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,474 shares; 2025Q1: 6,605 shares; 2025Q2: 6,813 shares; 2025Q3: 7,182 shares; 2025Q4: 5,975 shares 5,975 $627K 0.22% -1,207 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,029 shares; 2024Q4: 6,580 shares; 2025Q1: 6,503 shares; 2025Q2: 6,622 shares; 2025Q3: 6,626 shares; 2025Q4: 13,666 shares 13,666 $620K 0.22% +7,040 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,544 shares 15,544 $615K 0.22% new Timeline MYCK SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,956 shares; 2025Q1: 17,714 shares; 2025Q2: 26,562 shares; 2025Q3: 24,958 shares; 2025Q4: 24,425 shares 24,425 $613K 0.21% -533 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,282 shares; 2024Q4: 4,288 shares; 2025Q1: 4,298 shares; 2025Q2: 4,309 shares; 2025Q3: 4,321 shares; 2025Q4: 3,796 shares 3,796 $610K 0.21% -525 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,668 shares; 2025Q1: 1,906 shares; 2025Q2: 1,905 shares; 2025Q3: 2,019 shares; 2025Q4: 2,031 shares 2,031 $606K 0.21% +12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,109 shares; 2024Q4: 7,666 shares; 2025Q1: 7,492 shares; 2025Q2: 10,326 shares; 2025Q3: 10,849 shares; 2025Q4: 10,971 shares 10,971 $606K 0.21% +122 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,384 shares; 2024Q4: 18,603 shares; 2025Q1: 18,442 shares; 2025Q2: 6,343 shares; 2025Q3: 6,101 shares; 2025Q4: 5,319 shares 5,319 $605K 0.21% -782 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 2,194 shares; 2025Q1: 2,093 shares; 2025Q2: 2,092 shares; 2025Q3: 2,092 shares; 2025Q4: 4,184 shares 4,184 $602K 0.21% +2,092 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 2,975 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares 3,003 $581K 0.2% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,146 shares; 2025Q1: 1,188 shares; 2025Q2: 1,405 shares; 2025Q3: 1,608 shares; 2025Q4: 1,662 shares 1,662 $575K 0.2% +54 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,002 shares; 2024Q4: 31,102 shares; 2025Q1: 30,599 shares; 2025Q2: 31,717 shares; 2025Q3: 29,757 shares; 2025Q4: 29,002 shares 29,002 $568K 0.2% -755 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,993 shares; 2024Q4: 25,234 shares; 2025Q1: 28,311 shares; 2025Q2: 40,268 shares; 2025Q3: 13,072 shares; 2025Q4: 21,753 shares 21,753 $564K 0.2% +8,681 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,146 shares; 2024Q4: 7,977 shares; 2025Q1: 8,027 shares; 2025Q2: 7,998 shares; 2025Q3: 8,107 shares; 2025Q4: 8,092 shares 8,092 $563K 0.2% -15 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,163 shares; 2025Q1: 1,316 shares; 2025Q2: 1,232 shares; 2025Q3: 1,246 shares; 2025Q4: 1,247 shares 1,247 $561K 0.2% +1 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,657 shares; 2024Q4: 7,567 shares; 2025Q1: 7,663 shares; 2025Q2: 7,653 shares; 2025Q3: 7,860 shares; 2025Q4: 7,945 shares 7,945 $555K 0.19% +85 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,197 shares; 2025Q1: 1,456 shares; 2025Q2: 1,570 shares; 2025Q3: 1,514 shares; 2025Q4: 1,574 shares 1,574 $552K 0.19% +60 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,721 shares; 2024Q4: 15,118 shares; 2025Q1: 15,061 shares; 2025Q2: 15,651 shares; 2025Q3: 14,573 shares; 2025Q4: 14,338 shares 14,338 $528K 0.19% -235 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: 3,273 shares; 2025Q1: 3,273 shares; 2025Q2: 3,273 shares; 2025Q3: 3,273 shares; 2025Q4: 3,273 shares 3,273 $527K 0.18% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 36 shares; 2025Q1: 48 shares; 2025Q2: not reported; 2025Q3: 5,674 shares; 2025Q4: 11,061 shares 11,061 $526K 0.18% +5,387 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,035 shares; 2024Q4: 6,035 shares; 2025Q1: 6,035 shares; 2025Q2: 9,830 shares; 2025Q3: 7,749 shares; 2025Q4: 7,749 shares 7,749 $511K 0.18% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 5,320 shares; 2025Q1: 5,320 shares; 2025Q2: 5,320 shares; 2025Q3: 5,320 shares; 2025Q4: 5,320 shares 5,320 $511K 0.18% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,752 shares; 2024Q4: 10,424 shares; 2025Q1: 10,424 shares; 2025Q2: 10,424 shares; 2025Q3: 10,424 shares; 2025Q4: 10,424 shares 10,424 $508K 0.18% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 3,122 shares; 2025Q1: 3,166 shares; 2025Q2: 3,178 shares; 2025Q3: 3,198 shares; 2025Q4: 3,225 shares 3,225 $495K 0.17% +27 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 760 shares; 2025Q1: 786 shares; 2025Q2: 797 shares; 2025Q3: 850 shares; 2025Q4: 863 shares 863 $493K 0.17% +13 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,064 shares; 2025Q1: 909 shares; 2025Q2: 985 shares; 2025Q3: 1,040 shares; 2025Q4: 1,050 shares 1,050 $492K 0.17% +10 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,155 shares; 2024Q4: 8,170 shares; 2025Q1: 8,180 shares; 2025Q2: 8,221 shares; 2025Q3: 8,231 shares; 2025Q4: 8,278 shares 8,278 $491K 0.17% +47 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,116 shares; 2024Q4: 4,126 shares; 2025Q1: 4,151 shares; 2025Q2: 4,139 shares; 2025Q3: 2,781 shares; 2025Q4: 2,788 shares 2,788 $484K 0.17% +7 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,717 shares; 2025Q1: 1,741 shares; 2025Q2: 1,729 shares; 2025Q3: 1,805 shares; 2025Q4: 1,805 shares 1,805 $466K 0.16% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 3,854 shares; 2025Q1: 3,854 shares; 2025Q2: 3,854 shares; 2025Q3: 3,394 shares; 2025Q4: 3,344 shares 3,344 $465K 0.16% -50 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,150 shares; 2025Q1: 1,177 shares; 2025Q2: 1,183 shares; 2025Q3: 1,247 shares; 2025Q4: 1,257 shares 1,257 $465K 0.16% +10 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 4,093 shares; 2025Q1: 3,051 shares; 2025Q2: 3,012 shares; 2025Q3: 2,937 shares; 2025Q4: 2,937 shares 2,937 $456K 0.16% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,941 shares; 2024Q4: 2,967 shares; 2025Q1: 3,052 shares; 2025Q2: not reported; 2025Q3: 5,480 shares; 2025Q4: 5,574 shares 5,574 $453K 0.16% +94 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,166 shares; 2024Q4: 10,030 shares; 2025Q1: 9,156 shares; 2025Q2: 8,506 shares; 2025Q3: 8,856 shares; 2025Q4: 8,790 shares 8,790 $444K 0.16% -66 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,607 shares; 2024Q4: 15,607 shares; 2025Q1: 15,607 shares; 2025Q2: 15,607 shares; 2025Q3: 15,607 shares; 2025Q4: 15,607 shares 15,607 $431K 0.15% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,153 shares; 2025Q3: 8,219 shares; 2025Q4: 6,105 shares 6,105 $426K 0.15% -2,114 Timeline MYCM SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,335 shares; 2025Q1: 13,153 shares; 2025Q2: 18,198 shares; 2025Q3: 17,116 shares; 2025Q4: 16,764 shares 16,764 $418K 0.15% -352 Timeline MYCL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,311 shares; 2025Q1: 13,130 shares; 2025Q2: 18,190 shares; 2025Q3: 17,094 shares; 2025Q4: 16,731 shares 16,731 $418K 0.15% -363 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,212 shares; 2025Q3: 21,639 shares; 2025Q4: 21,287 shares 21,287 $416K 0.15% -352 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,749 shares; 2025Q1: 1,854 shares; 2025Q2: 1,859 shares; 2025Q3: 1,964 shares; 2025Q4: 2,000 shares 2,000 $414K 0.15% +36 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,784 shares; 2025Q3: 16,780 shares; 2025Q4: 16,459 shares 16,459 $413K 0.14% -321 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,149 shares; 2025Q1: 1,182 shares; 2025Q2: 1,318 shares; 2025Q3: 1,480 shares; 2025Q4: 1,503 shares 1,503 $393K 0.14% +23 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,937 shares 14,937 $392K 0.14% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: not reported; 2025Q3: 6,692 shares; 2025Q4: 6,747 shares 6,747 $388K 0.14% +55 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,838 shares; 2025Q1: 3,908 shares; 2025Q2: 4,883 shares; 2025Q3: 5,237 shares; 2025Q4: 7,784 shares 7,784 $386K 0.14% +2,547 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 4,844 shares; 2025Q1: 5,140 shares; 2025Q2: 5,255 shares; 2025Q3: 6,511 shares; 2025Q4: 6,336 shares 6,336 $385K 0.14% -175 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,491 shares 4,491 $383K 0.13% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 3,051 shares; 2025Q1: 3,138 shares; 2025Q2: 4,619 shares; 2025Q3: 3,669 shares; 2025Q4: 4,239 shares 4,239 $371K 0.13% +570 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,528 shares; 2025Q1: 1,556 shares; 2025Q2: 1,547 shares; 2025Q3: 1,566 shares; 2025Q4: 1,585 shares 1,585 $367K 0.13% +19 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,669 shares 5,669 $365K 0.13% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,168 shares; 2025Q1: 1,942 shares; 2025Q2: 5,056 shares; 2025Q3: 5,514 shares; 2025Q4: 5,375 shares 5,375 $361K 0.13% -139 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 2,669 shares; 2025Q1: 2,669 shares; 2025Q2: 2,669 shares; 2025Q3: 2,511 shares; 2025Q4: 2,511 shares 2,511 $360K 0.13% 0 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,690 shares; 2024Q4: 6,690 shares; 2025Q1: 6,690 shares; 2025Q2: 6,690 shares; 2025Q3: 6,665 shares; 2025Q4: 6,665 shares 6,665 $360K 0.13% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $358K 0.13% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,612 shares; 2024Q4: 736 shares; 2025Q1: 1,578 shares; 2025Q2: 21,026 shares; 2025Q3: not reported; 2025Q4: 13,355 shares 13,355 $354K 0.12% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: 2,852 shares; 2025Q1: 3,140 shares; 2025Q2: 3,556 shares; 2025Q3: 2,898 shares; 2025Q4: 2,843 shares 2,843 $350K 0.12% -55 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,316 shares; 2024Q4: 5,316 shares; 2025Q1: 5,316 shares; 2025Q2: 6,956 shares; 2025Q3: 6,967 shares; 2025Q4: 6,922 shares 6,922 $346K 0.12% -45 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 665 shares; 2025Q1: 688 shares; 2025Q2: 1,432 shares; 2025Q3: 1,419 shares; 2025Q4: 1,426 shares 1,426 $346K 0.12% +7 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,828 shares; 2024Q4: 9,217 shares; 2025Q1: 9,505 shares; 2025Q2: 9,251 shares; 2025Q3: 7,594 shares; 2025Q4: 7,352 shares 7,352 $342K 0.12% -242 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,401 shares; 2024Q4: 10,720 shares; 2025Q1: 10,491 shares; 2025Q2: 2,592 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares 2,632 $340K 0.12% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,977 shares; 2024Q4: 3,988 shares; 2025Q1: 3,848 shares; 2025Q2: 3,872 shares; 2025Q3: 3,768 shares; 2025Q4: 7,442 shares 7,442 $333K 0.12% +3,674 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,128 shares; 2025Q3: 5,317 shares; 2025Q4: 5,800 shares 5,800 $332K 0.12% +483 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,361 shares; 2025Q1: 1,329 shares; 2025Q2: 1,422 shares; 2025Q3: 1,450 shares; 2025Q4: 1,467 shares 1,467 $322K 0.11% +17 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 14 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 675 shares 675 $317K 0.11% +73 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: 4,294 shares; 2025Q1: 3,472 shares; 2025Q2: 5,365 shares; 2025Q3: 4,505 shares; 2025Q4: 4,435 shares 4,435 $317K 0.11% -70 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 2,335 shares; 2025Q1: 2,882 shares; 2025Q2: 3,606 shares; 2025Q3: 3,780 shares; 2025Q4: 3,844 shares 3,844 $314K 0.11% +64 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,320 shares; 2025Q1: 2,375 shares; 2025Q2: 2,390 shares; 2025Q3: 2,469 shares; 2025Q4: 2,496 shares 2,496 $313K 0.11% +27 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,518 shares; 2024Q4: 11,695 shares; 2025Q1: 12,081 shares; 2025Q2: 2,075 shares; 2025Q3: 2,168 shares; 2025Q4: 2,135 shares 2,135 $306K 0.11% -33 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,868 shares; 2024Q4: 5,968 shares; 2025Q1: 5,968 shares; 2025Q2: 5,968 shares; 2025Q3: 5,968 shares; 2025Q4: 5,968 shares 5,968 $300K 0.11% 0 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,800 shares; 2024Q4: 10,577 shares; 2025Q1: 24,698 shares; 2025Q2: 29,802 shares; 2025Q3: 10,577 shares; 2025Q4: 13,047 shares 13,047 $295K 0.1% +2,470 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 794 shares; 2025Q1: 1,180 shares; 2025Q2: 1,378 shares; 2025Q3: 1,411 shares; 2025Q4: 1,389 shares 1,389 $295K 0.1% -22 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 1,332 shares; 2025Q1: 1,619 shares; 2025Q2: 1,695 shares; 2025Q3: 1,782 shares; 2025Q4: 1,798 shares 1,798 $290K 0.1% +16 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 964 shares; 2025Q1: 977 shares; 2025Q2: 952 shares; 2025Q3: 806 shares; 2025Q4: 877 shares 877 $290K 0.1% +71 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 306 shares; 2025Q2: not reported; 2025Q3: 854 shares; 2025Q4: 841 shares 841 $288K 0.1% -13 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,276 shares; 2024Q4: 17,276 shares; 2025Q1: 17,276 shares; 2025Q2: 16,876 shares; 2025Q3: 16,876 shares; 2025Q4: 16,876 shares 16,876 $286K 0.1% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 558 shares; 2025Q1: 402 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,118 shares 1,118 $280K 0.1% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 290 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 320 shares; 2025Q4: 320 shares 320 $276K 0.1% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 954 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,170 shares; 2025Q4: 1,189 shares 1,189 $272K 0.1% +19 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,169 shares; 2025Q1: 2,856 shares; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 2,829 shares 2,829 $269K 0.09% -27 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 843 shares; 2025Q1: 866 shares; 2025Q2: 879 shares; 2025Q3: 884 shares; 2025Q4: 900 shares 900 $261K 0.09% +16 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 432 shares; 2025Q1: 449 shares; 2025Q2: 481 shares; 2025Q3: 524 shares; 2025Q4: 540 shares 540 $251K 0.09% +16 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,583 shares; 2024Q4: 8,190 shares; 2025Q1: 1,754 shares; 2025Q2: not reported; 2025Q3: 5,143 shares; 2025Q4: 2,555 shares 2,555 $248K 0.09% -2,588 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,394 shares; 2025Q1: 1,113 shares; 2025Q2: 1,123 shares; 2025Q3: 1,139 shares; 2025Q4: 1,147 shares 1,147 $239K 0.08% +8 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 4,999 shares; 2025Q1: 4,988 shares; 2025Q2: 4,968 shares; 2025Q3: 4,968 shares; 2025Q4: 4,968 shares 4,968 $236K 0.08% 0 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,358 shares; 2025Q1: 1,371 shares; 2025Q2: not reported; 2025Q3: 3,805 shares; 2025Q4: 3,949 shares 3,949 $236K 0.08% +144 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 9,326 shares; 2025Q1: 718 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,929 shares 1,929 $235K 0.08% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,549 shares; 2025Q4: 1,549 shares 1,549 $230K 0.08% 0 Timeline MYMJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,569 shares; 2025Q1: 5,943 shares; 2025Q2: 8,691 shares; 2025Q3: 9,131 shares; 2025Q4: 9,131 shares 9,131 $227K 0.08% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 6,162 shares; 2025Q1: 6,254 shares; 2025Q2: not reported; 2025Q3: 6,413 shares; 2025Q4: 6,124 shares 6,124 $226K 0.08% -289 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 3,200 shares; 2025Q3: 2,796 shares; 2025Q4: 2,796 shares 2,796 $225K 0.08% 0 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 4,073 shares; 2025Q1: 7,983 shares; 2025Q2: not reported; 2025Q3: 8,587 shares; 2025Q4: 8,651 shares 8,651 $220K 0.08% +64 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,239 shares; 2024Q4: 1,247 shares; 2025Q1: 1,270 shares; 2025Q2: 3,952 shares; 2025Q3: 5,678 shares; 2025Q4: 1,372 shares 1,372 $220K 0.08% -4,306 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 2,028 shares; 2025Q1: 2,118 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,355 shares 2,355 $219K 0.08% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 2,770 shares; 2025Q1: 4,185 shares; 2025Q2: not reported; 2025Q3: 5,262 shares; 2025Q4: 5,303 shares 5,303 $219K 0.08% +41 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,215 shares; 2024Q4: 8,215 shares; 2025Q1: 8,215 shares; 2025Q2: 8,215 shares; 2025Q3: 8,215 shares; 2025Q4: 8,215 shares 8,215 $214K 0.07% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 112 shares; 2025Q2: 248 shares; 2025Q3: 296 shares; 2025Q4: 376 shares 376 $214K 0.07% +80 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,585 shares; 2025Q3: 1,585 shares; 2025Q4: 1,585 shares 1,585 $212K 0.07% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,156 shares; 2025Q1: 4,684 shares; 2025Q2: 5,719 shares; 2025Q3: 6,191 shares; 2025Q4: 6,387 shares 6,387 $211K 0.07% +196 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: 8,630 shares; 2025Q1: 9,804 shares; 2025Q2: not reported; 2025Q3: 7,652 shares; 2025Q4: 6,188 shares 6,188 $209K 0.07% -1,464 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 2,741 shares; 2025Q1: 2,557 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares 2,600 $209K 0.07% new Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,298 shares 6,298 $207K 0.07% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,325 shares; 2025Q1: 1,333 shares; 2025Q2: not reported; 2025Q3: 1,336 shares; 2025Q4: 1,339 shares 1,339 $206K 0.07% +3 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,387 shares 5,387 $205K 0.07% new Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,376 shares; 2025Q1: 8,259 shares; 2025Q2: 8,903 shares; 2025Q3: 8,298 shares; 2025Q4: 8,162 shares 8,162 $204K 0.07% -136 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,931 shares; 2024Q4: 13,896 shares; 2025Q1: 13,806 shares; 2025Q2: 17,313 shares; 2025Q3: 17,516 shares; 2025Q4: 7,716 shares 7,716 $202K 0.07% -9,800 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,111 shares; 2024Q4: 11,237 shares; 2025Q1: 11,514 shares; 2025Q2: 11,625 shares; 2025Q3: 11,826 shares; 2025Q4: 12,023 shares 12,023 $158K 0.06% +197 Timeline