IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394,772 shares; 2024Q4: 1,273,153 shares; 2025Q1: 1,179,197 shares; 2025Q2: 1,146,476 shares; 2025Q3: 1,141,502 shares; 2025Q4: 1,137,518 shares 1,137,518 $102M 9.95% -3,984 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871,722 shares; 2024Q4: 871,997 shares; 2025Q1: 878,556 shares; 2025Q2: 874,759 shares; 2025Q3: 909,920 shares; 2025Q4: 902,562 shares 902,562 $83.3M 8.14% -7,358 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,133 shares; 2024Q4: 611,360 shares; 2025Q1: 677,155 shares; 2025Q2: 658,894 shares; 2025Q3: 638,424 shares; 2025Q4: 633,842 shares 633,842 $77.2M 7.54% -4,582 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: 460,963 shares; 2024Q4: 694,835 shares; 2025Q1: 767,580 shares; 2025Q2: 863,967 shares; 2025Q3: 991,190 shares; 2025Q4: 1,226,424 shares 1,226,424 $57.1M 5.58% +235,234 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,335 shares; 2024Q4: 601,460 shares; 2025Q1: 769,050 shares; 2025Q2: 676,904 shares; 2025Q3: 692,318 shares; 2025Q4: 679,016 shares 679,016 $51.4M 5.03% -13,302 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: 98,404 shares; 2024Q4: 97,766 shares; 2025Q1: 97,808 shares; 2025Q2: 97,426 shares; 2025Q3: 97,270 shares; 2025Q4: 97,092 shares 97,092 $47.4M 4.63% -178 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: 1,058,426 shares; 2024Q4: 1,020,875 shares; 2025Q1: 1,016,715 shares; 2025Q2: 1,000,430 shares; 2025Q3: 1,051,234 shares; 2025Q4: 1,035,338 shares 1,035,338 $46M 4.49% -15,896 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: 41,703 shares; 2024Q4: 74,097 shares; 2025Q1: 79,941 shares; 2025Q2: 571,274 shares; 2025Q3: 598,652 shares; 2025Q4: 692,090 shares 692,090 $34.8M 3.4% +93,438 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: 694,503 shares; 2024Q4: 697,535 shares; 2025Q1: 695,770 shares; 2025Q2: 688,119 shares; 2025Q3: 693,666 shares; 2025Q4: 696,074 shares 696,074 $32.6M 3.19% +2,408 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,774 shares; 2024Q4: 407,601 shares; 2025Q1: 480,410 shares; 2025Q2: 253,598 shares; 2025Q3: 287,730 shares; 2025Q4: 294,893 shares 294,893 $31.6M 3.09% +7,163 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: 668,573 shares; 2024Q4: 580,674 shares; 2025Q1: 529,776 shares; 2025Q2: 482,900 shares; 2025Q3: 471,038 shares; 2025Q4: 466,313 shares 466,313 $31.3M 3.06% -4,725 Timeline JMST 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: 513,277 shares; 2024Q4: 375,575 shares; 2025Q1: 405,060 shares; 2025Q2: 397,358 shares; 2025Q3: 410,095 shares; 2025Q4: 432,204 shares 432,204 $22M 2.15% +22,109 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,168 shares; 2024Q4: 626,235 shares; 2025Q1: 626,347 shares; 2025Q2: 634,555 shares; 2025Q3: 634,496 shares; 2025Q4: 622,555 shares 622,555 $20.3M 1.99% -11,941 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,464 shares; 2024Q4: 246,191 shares; 2025Q1: 246,188 shares; 2025Q2: 234,146 shares; 2025Q3: 234,146 shares; 2025Q4: 237,166 shares 237,166 $19.6M 1.91% +3,020 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187,766 shares; 2025Q3: 223,410 shares; 2025Q4: 230,892 shares 230,892 $18.2M 1.77% +7,482 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: 90,356 shares; 2024Q4: 91,325 shares; 2025Q1: 91,445 shares; 2025Q2: 90,507 shares; 2025Q3: 90,510 shares; 2025Q4: 90,629 shares 90,629 $17.3M 1.69% +119 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 188,841 shares; 2025Q1: 237,243 shares; 2025Q2: 229,102 shares; 2025Q3: 238,222 shares; 2025Q4: 236,526 shares 236,526 $16.8M 1.65% -1,696 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,592 shares; 2024Q4: 530,221 shares; 2025Q1: 525,273 shares; 2025Q2: 533,804 shares; 2025Q3: 535,150 shares; 2025Q4: 527,995 shares 527,995 $15.6M 1.53% -7,155 Timeline IUSV 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: 161,035 shares; 2024Q4: 147,266 shares; 2025Q1: 147,693 shares; 2025Q2: 144,275 shares; 2025Q3: 144,760 shares; 2025Q4: 145,310 shares 145,310 $14.9M 1.46% +550 Timeline ICSH 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: 465,870 shares; 2024Q4: 288,132 shares; 2025Q1: 318,082 shares; 2025Q2: 350,836 shares; 2025Q3: 397,644 shares; 2025Q4: 256,525 shares 256,525 $13M 1.27% -141,119 Timeline HDV 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: 103,611 shares; 2024Q4: 96,098 shares; 2025Q1: 96,565 shares; 2025Q2: 94,186 shares; 2025Q3: 94,696 shares; 2025Q4: 95,299 shares 95,299 $11.6M 1.13% +603 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,410 shares; 2024Q4: 24,049 shares; 2025Q1: 24,033 shares; 2025Q2: 24,007 shares; 2025Q3: 24,008 shares; 2025Q4: 24,010 shares 24,010 $11.4M 1.11% +2 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,745 shares; 2024Q4: 67,864 shares; 2025Q1: 67,822 shares; 2025Q2: 67,711 shares; 2025Q3: 66,710 shares; 2025Q4: 66,650 shares 66,650 $11.2M 1.09% -60 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,343 shares; 2024Q4: 465,519 shares; 2025Q1: 464,593 shares; 2025Q2: 464,465 shares; 2025Q3: 418,837 shares; 2025Q4: 422,584 shares 422,584 $11.1M 1.09% +3,747 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,940 shares; 2024Q4: 97,685 shares; 2025Q1: 97,409 shares; 2025Q2: 92,754 shares; 2025Q3: 92,595 shares; 2025Q4: 91,877 shares 91,877 $11M 1.08% -718 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: 188,636 shares; 2024Q4: 171,617 shares; 2025Q1: 170,273 shares; 2025Q2: 167,353 shares; 2025Q3: 167,426 shares; 2025Q4: 167,578 shares 167,578 $10.5M 1.02% +152 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,406 shares; 2024Q4: 15,159 shares; 2025Q1: 15,169 shares; 2025Q2: 15,169 shares; 2025Q3: 15,195 shares; 2025Q4: 15,067 shares 15,067 $10.3M 1% -128 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,579 shares; 2024Q4: 447,610 shares; 2025Q1: 407,210 shares; 2025Q2: 385,904 shares; 2025Q3: 338,184 shares; 2025Q4: 291,282 shares 291,282 $10.2M 0.99% -46,902 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110,922 shares; 2025Q1: 152,102 shares; 2025Q2: 141,044 shares; 2025Q3: 146,628 shares; 2025Q4: 145,435 shares 145,435 $8.48M 0.83% -1,193 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,016 shares; 2025Q1: 79,134 shares; 2025Q2: 82,082 shares; 2025Q3: 78,899 shares; 2025Q4: 77,230 shares 77,230 $7.88M 0.77% -1,669 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: 52,050 shares; 2024Q4: 52,045 shares; 2025Q1: 51,937 shares; 2025Q2: 51,452 shares; 2025Q3: 51,271 shares; 2025Q4: 50,849 shares 50,849 $7.3M 0.71% -422 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,446 shares; 2024Q4: 266,229 shares; 2025Q1: 241,580 shares; 2025Q2: 241,212 shares; 2025Q3: 238,181 shares; 2025Q4: 214,890 shares 214,890 $6.8M 0.67% -23,291 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,978 shares; 2024Q4: 224,723 shares; 2025Q1: 209,033 shares; 2025Q2: 194,661 shares; 2025Q3: 161,138 shares; 2025Q4: 153,303 shares 153,303 $6.65M 0.65% -7,835 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: 72,938 shares; 2024Q4: 218,814 shares; 2025Q1: 218,814 shares; 2025Q2: 218,814 shares; 2025Q3: 218,814 shares; 2025Q4: 218,814 shares 218,814 $6M 0.59% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,684 shares; 2024Q4: 119,281 shares; 2025Q1: 129,603 shares; 2025Q2: 122,567 shares; 2025Q3: 120,402 shares; 2025Q4: 119,768 shares 119,768 $5.56M 0.54% -634 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,066 shares; 2025Q3: 67,881 shares; 2025Q4: 70,603 shares 70,603 $5.44M 0.53% +2,722 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,131 shares; 2025Q3: 65,302 shares; 2025Q4: 65,084 shares 65,084 $5.36M 0.52% -218 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,066 shares; 2024Q4: 168,845 shares; 2025Q1: 159,220 shares; 2025Q2: 154,240 shares; 2025Q3: 160,246 shares; 2025Q4: 150,012 shares 150,012 $5.03M 0.49% -10,234 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: 24,716 shares; 2024Q4: 23,886 shares; 2025Q1: 15,774 shares; 2025Q2: 15,752 shares; 2025Q3: 15,433 shares; 2025Q4: 15,469 shares 15,469 $4.21M 0.41% +36 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: 9,303 shares; 2024Q4: 9,339 shares; 2025Q1: 8,422 shares; 2025Q2: 8,454 shares; 2025Q3: 8,689 shares; 2025Q4: 8,654 shares 8,654 $4.19M 0.41% -35 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: 81,741 shares; 2024Q4: 158,453 shares; 2025Q1: 158,172 shares; 2025Q2: 171,260 shares; 2025Q3: 171,251 shares; 2025Q4: 170,909 shares 170,909 $4.11M 0.4% -342 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,308 shares; 2024Q4: 155,700 shares; 2025Q1: 154,595 shares; 2025Q2: 141,621 shares; 2025Q3: 141,591 shares; 2025Q4: 138,318 shares 138,318 $3.94M 0.39% -3,273 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: 5,224 shares; 2024Q4: 5,242 shares; 2025Q1: 5,250 shares; 2025Q2: 5,246 shares; 2025Q3: 5,247 shares; 2025Q4: 5,248 shares 5,248 $3.59M 0.35% +1 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,601 shares; 2025Q3: 61,406 shares; 2025Q4: 61,151 shares 61,151 $3.59M 0.35% -255 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: 5,553 shares; 2024Q4: 5,561 shares; 2025Q1: 5,558 shares; 2025Q2: 5,556 shares; 2025Q3: 5,557 shares; 2025Q4: 5,286 shares 5,286 $3.32M 0.32% -271 Timeline SPYD 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: 76,732 shares; 2024Q4: 77,304 shares; 2025Q1: 77,741 shares; 2025Q2: 75,330 shares; 2025Q3: 75,821 shares; 2025Q4: 76,385 shares 76,385 $3.3M 0.32% +564 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: 21,681 shares; 2024Q4: 20,504 shares; 2025Q1: 18,622 shares; 2025Q2: 16,728 shares; 2025Q3: 16,582 shares; 2025Q4: 16,771 shares 16,771 $3.13M 0.31% +189 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,762 shares; 2024Q4: 172,660 shares; 2025Q1: 141,646 shares; 2025Q2: 122,866 shares; 2025Q3: 74,308 shares; 2025Q4: 70,195 shares 70,195 $3.08M 0.3% -4,113 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: 28,582 shares; 2024Q4: 28,633 shares; 2025Q1: 28,669 shares; 2025Q2: 28,460 shares; 2025Q3: 28,460 shares; 2025Q4: 28,285 shares 28,285 $3.02M 0.3% -175 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: 9,100 shares; 2024Q4: 8,672 shares; 2025Q1: 8,083 shares; 2025Q2: 8,078 shares; 2025Q3: 7,857 shares; 2025Q4: 7,862 shares 7,862 $2.46M 0.24% +5 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,751 shares; 2024Q4: 113,297 shares; 2025Q1: 94,522 shares; 2025Q2: 88,384 shares; 2025Q3: 75,032 shares; 2025Q4: 63,863 shares 63,863 $2.31M 0.23% -11,169 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,891 shares; 2024Q4: 110,353 shares; 2025Q1: 99,780 shares; 2025Q2: 89,135 shares; 2025Q3: 74,445 shares; 2025Q4: 67,296 shares 67,296 $2.27M 0.22% -7,149 Timeline VAW 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: 12,741 shares; 2024Q4: 11,687 shares; 2025Q1: 11,665 shares; 2025Q2: 11,580 shares; 2025Q3: 11,592 shares; 2025Q4: 10,808 shares 10,808 $2.24M 0.22% -784 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: 64,499 shares; 2024Q4: 52,673 shares; 2025Q1: 50,725 shares; 2025Q2: 41,068 shares; 2025Q3: 40,750 shares; 2025Q4: 40,815 shares 40,815 $2.19M 0.21% +65 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: 26,805 shares; 2024Q4: 23,336 shares; 2025Q1: 23,318 shares; 2025Q2: 23,009 shares; 2025Q3: 23,062 shares; 2025Q4: 46,233 shares 46,233 $2.07M 0.2% +23,171 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,672 shares; 2024Q4: 15,676 shares; 2025Q1: 15,672 shares; 2025Q2: 15,646 shares; 2025Q3: 14,941 shares; 2025Q4: 14,940 shares 14,940 $2.05M 0.2% -1 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,077 shares; 2024Q4: 24,232 shares; 2025Q1: 24,214 shares; 2025Q2: 23,815 shares; 2025Q3: 23,815 shares; 2025Q4: 23,815 shares 23,815 $2.02M 0.2% 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: 24,372 shares; 2024Q4: 23,154 shares; 2025Q1: 23,153 shares; 2025Q2: 20,797 shares; 2025Q3: 20,797 shares; 2025Q4: 20,486 shares 20,486 $1.97M 0.19% -311 Timeline VSGX 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: 22,651 shares; 2024Q4: 22,728 shares; 2025Q1: 22,766 shares; 2025Q2: 22,824 shares; 2025Q3: 22,949 shares; 2025Q4: 23,187 shares 23,187 $1.66M 0.16% +238 Timeline VDE 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: 12,887 shares; 2024Q4: 13,000 shares; 2025Q1: 13,051 shares; 2025Q2: 12,746 shares; 2025Q3: 12,746 shares; 2025Q4: 12,746 shares 12,746 $1.6M 0.16% 0 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: 41,496 shares; 2024Q4: 41,177 shares; 2025Q1: 40,626 shares; 2025Q2: 36,474 shares; 2025Q3: 34,195 shares; 2025Q4: 33,917 shares 33,917 $1.59M 0.16% -278 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: 2,484 shares; 2024Q4: 2,587 shares; 2025Q1: 2,587 shares; 2025Q2: 2,582 shares; 2025Q3: 2,582 shares; 2025Q4: 2,583 shares 2,583 $1.59M 0.16% +1 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: 132,949 shares; 2024Q4: 60,095 shares; 2025Q1: 33,902 shares; 2025Q2: 19,340 shares; 2025Q3: 16,761 shares; 2025Q4: 15,249 shares 15,249 $1.52M 0.15% -1,512 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: 4,690 shares; 2024Q4: 4,923 shares; 2025Q1: 4,923 shares; 2025Q2: 4,923 shares; 2025Q3: 4,821 shares; 2025Q4: 4,821 shares 4,821 $1.51M 0.15% 0 Timeline GNR 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: 34,073 shares; 2024Q4: 32,070 shares; 2025Q1: 29,520 shares; 2025Q2: 27,389 shares; 2025Q3: 26,719 shares; 2025Q4: 23,748 shares 23,748 $1.48M 0.14% -2,971 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,223 shares; 2024Q4: 46,237 shares; 2025Q1: 38,476 shares; 2025Q2: 38,476 shares; 2025Q3: 38,474 shares; 2025Q4: 35,396 shares 35,396 $1.44M 0.14% -3,078 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,507 shares; 2024Q4: 6,847 shares; 2025Q1: 6,843 shares; 2025Q2: 6,783 shares; 2025Q3: 6,789 shares; 2025Q4: 6,795 shares 6,795 $1.43M 0.14% +6 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,988 shares; 2024Q4: 41,496 shares; 2025Q1: 41,761 shares; 2025Q2: 42,162 shares; 2025Q3: 53,817 shares; 2025Q4: 54,543 shares 54,543 $1.4M 0.14% +726 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,603 shares; 2024Q4: 7,612 shares; 2025Q1: 7,617 shares; 2025Q2: 7,589 shares; 2025Q3: 6,635 shares; 2025Q4: 6,647 shares 6,647 $1.39M 0.14% +12 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: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,587 shares; 2025Q3: 1,572 shares; 2025Q4: 1,576 shares 1,576 $1.36M 0.13% +4 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,186 shares; 2024Q4: 6,026 shares; 2025Q1: 5,442 shares; 2025Q2: 5,368 shares; 2025Q3: 5,302 shares; 2025Q4: 5,231 shares 5,231 $1.35M 0.13% -71 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: 2,893 shares; 2024Q4: 2,859 shares; 2025Q1: 2,855 shares; 2025Q2: 2,854 shares; 2025Q3: 6,805 shares; 2025Q4: 6,816 shares 6,816 $1.33M 0.13% +11 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: 7,469 shares; 2024Q4: 6,795 shares; 2025Q1: 5,760 shares; 2025Q2: 5,749 shares; 2025Q3: 5,590 shares; 2025Q4: 5,590 shares 5,590 $1.29M 0.13% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,437 shares; 2025Q1: 1,387 shares; 2025Q2: 1,848 shares; 2025Q3: 1,853 shares; 2025Q4: 1,846 shares 1,846 $1.24M 0.12% -7 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,408 shares; 2024Q4: 28,333 shares; 2025Q1: 28,328 shares; 2025Q2: 28,290 shares; 2025Q3: 28,290 shares; 2025Q4: 28,184 shares 28,184 $1.18M 0.12% -106 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: 3,325 shares; 2024Q4: 3,375 shares; 2025Q1: 3,307 shares; 2025Q2: 3,396 shares; 2025Q3: 3,282 shares; 2025Q4: 3,271 shares 3,271 $1.13M 0.11% -11 Timeline EMXC 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: 19,375 shares; 2024Q4: 14,588 shares; 2025Q1: 14,885 shares; 2025Q2: 14,351 shares; 2025Q3: 13,918 shares; 2025Q4: 14,758 shares 14,758 $1.07M 0.1% +840 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: 2,870 shares; 2024Q4: 3,478 shares; 2025Q1: 3,482 shares; 2025Q2: 3,485 shares; 2025Q3: 3,489 shares; 2025Q4: 6,986 shares 6,986 $1.01M 0.1% +3,497 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,765 shares; 2025Q1: 1,679 shares; 2025Q2: 1,697 shares; 2025Q3: 1,674 shares; 2025Q4: 1,674 shares 1,674 $970K 0.09% 0 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: 1,786 shares; 2024Q4: 1,776 shares; 2025Q1: 1,204 shares; 2025Q2: 2,162 shares; 2025Q3: 2,145 shares; 2025Q4: 2,156 shares 2,156 $970K 0.09% +11 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: 2,308 shares; 2024Q4: 2,622 shares; 2025Q1: 2,513 shares; 2025Q2: 2,465 shares; 2025Q3: 2,452 shares; 2025Q4: 2,462 shares 2,462 $847K 0.08% +10 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: 2,579 shares; 2024Q4: 2,881 shares; 2025Q1: 2,617 shares; 2025Q2: 2,703 shares; 2025Q3: 2,626 shares; 2025Q4: 2,627 shares 2,627 $846K 0.08% +1 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,085 shares; 2024Q4: 13,692 shares; 2025Q1: 13,692 shares; 2025Q2: 13,692 shares; 2025Q3: 13,708 shares; 2025Q4: 13,736 shares 13,736 $782K 0.08% +28 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,310 shares; 2024Q4: 4,310 shares; 2025Q1: 4,310 shares; 2025Q2: 4,238 shares; 2025Q3: 4,238 shares; 2025Q4: 4,196 shares 4,196 $774K 0.08% -42 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,851 shares; 2025Q1: 2,851 shares; 2025Q2: 2,837 shares; 2025Q3: 2,821 shares; 2025Q4: 2,787 shares 2,787 $716K 0.07% -34 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: 1,264 shares; 2024Q4: 1,197 shares; 2025Q1: 1,124 shares; 2025Q2: 1,125 shares; 2025Q3: 1,065 shares; 2025Q4: 1,064 shares 1,064 $702K 0.07% -1 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: 2,329 shares; 2024Q4: 2,218 shares; 2025Q1: 2,022 shares; 2025Q2: 2,022 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $702K 0.07% 0 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: 7,819 shares; 2024Q4: 7,086 shares; 2025Q1: 6,479 shares; 2025Q2: 5,998 shares; 2025Q3: 5,824 shares; 2025Q4: 5,824 shares 5,824 $701K 0.07% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,281 shares; 2025Q3: 3,239 shares; 2025Q4: 3,213 shares 3,213 $688K 0.07% -26 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 1,966 shares; 2025Q1: 1,962 shares; 2025Q2: 1,962 shares; 2025Q3: 1,948 shares; 2025Q4: 1,948 shares 1,948 $685K 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,386 shares; 2024Q4: 13,386 shares; 2025Q1: 13,386 shares; 2025Q2: 13,380 shares; 2025Q3: 13,380 shares; 2025Q4: 13,380 shares 13,380 $681K 0.07% 0 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,114 shares; 2024Q4: 25,114 shares; 2025Q1: 25,430 shares; 2025Q2: 22,369 shares; 2025Q3: 21,300 shares; 2025Q4: 21,241 shares 21,241 $673K 0.07% -59 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,965 shares; 2024Q4: 14,736 shares; 2025Q1: 14,736 shares; 2025Q2: 14,736 shares; 2025Q3: 14,453 shares; 2025Q4: 14,164 shares 14,164 $666K 0.07% -289 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares 530 $644K 0.06% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $642K 0.06% 0 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: 6,427 shares; 2024Q4: 5,937 shares; 2025Q1: 5,621 shares; 2025Q2: 5,581 shares; 2025Q3: 5,536 shares; 2025Q4: 5,540 shares 5,540 $630K 0.06% +4 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,944 shares; 2024Q4: 14,944 shares; 2025Q1: 14,944 shares; 2025Q2: 14,932 shares; 2025Q3: 14,895 shares; 2025Q4: 14,895 shares 14,895 $624K 0.06% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 2,123 shares; 2025Q1: 2,124 shares; 2025Q2: 2,124 shares; 2025Q3: 2,125 shares; 2025Q4: 2,128 shares 2,128 $617K 0.06% +3 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: 10,119 shares; 2024Q4: 10,137 shares; 2025Q1: 10,111 shares; 2025Q2: 10,056 shares; 2025Q3: 10,059 shares; 2025Q4: 10,073 shares 10,073 $597K 0.06% +14 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,122 shares; 2024Q4: 18,122 shares; 2025Q1: 16,773 shares; 2025Q2: 16,321 shares; 2025Q3: 11,464 shares; 2025Q4: 11,540 shares 11,540 $584K 0.06% +76 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,192 shares; 2024Q4: 2,192 shares; 2025Q1: 2,192 shares; 2025Q2: 2,192 shares; 2025Q3: 2,192 shares; 2025Q4: 2,192 shares 2,192 $575K 0.06% 0 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: 1,299 shares; 2024Q4: 1,158 shares; 2025Q1: 1,102 shares; 2025Q2: not reported; 2025Q3: 2,393 shares; 2025Q4: 2,394 shares 2,394 $547K 0.05% +1 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: 1,598 shares; 2024Q4: 1,603 shares; 2025Q1: 1,606 shares; 2025Q2: 1,606 shares; 2025Q3: 1,608 shares; 2025Q4: 1,613 shares 1,613 $541K 0.05% +5 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,717 shares; 2024Q4: 2,717 shares; 2025Q1: 2,714 shares; 2025Q2: 2,698 shares; 2025Q3: 2,698 shares; 2025Q4: 2,698 shares 2,698 $538K 0.05% 0 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: 7,994 shares; 2024Q4: 8,025 shares; 2025Q1: 8,024 shares; 2025Q2: 7,990 shares; 2025Q3: 7,765 shares; 2025Q4: 7,442 shares 7,442 $491K 0.05% -323 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,076 shares; 2025Q1: 2,068 shares; 2025Q2: 2,068 shares; 2025Q3: 1,983 shares; 2025Q4: 1,983 shares 1,983 $488K 0.05% 0 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: 992 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares 992 $462K 0.05% 0 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: 659 shares; 2024Q4: 940 shares; 2025Q1: 938 shares; 2025Q2: 935 shares; 2025Q3: 1,487 shares; 2025Q4: 1,487 shares 1,487 $454K 0.04% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,135 shares; 2024Q4: 5,112 shares; 2025Q1: 5,131 shares; 2025Q2: 5,059 shares; 2025Q3: 5,059 shares; 2025Q4: 4,825 shares 4,825 $431K 0.04% -234 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares 1,118 $429K 0.04% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,208 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares 1,208 $408K 0.04% 0 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: 1,777 shares; 2024Q4: 1,777 shares; 2025Q1: 1,773 shares; 2025Q2: 1,773 shares; 2025Q3: 1,753 shares; 2025Q4: 1,753 shares 1,753 $406K 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,359 shares; 2025Q1: 2,359 shares; 2025Q2: 2,359 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares 2,280 $405K 0.04% 0 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: 1,965 shares; 2024Q4: 1,749 shares; 2025Q1: 1,860 shares; 2025Q2: 1,925 shares; 2025Q3: 1,869 shares; 2025Q4: 1,872 shares 1,872 $387K 0.04% +3 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,717 shares; 2024Q4: 2,717 shares; 2025Q1: 2,717 shares; 2025Q2: 2,717 shares; 2025Q3: 2,717 shares; 2025Q4: 2,717 shares 2,717 $384K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,602 shares; 2024Q4: 9,602 shares; 2025Q1: 9,602 shares; 2025Q2: 9,602 shares; 2025Q3: 9,602 shares; 2025Q4: 9,602 shares 9,602 $376K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,228 shares; 2025Q1: 2,218 shares; 2025Q2: 2,218 shares; 2025Q3: 2,203 shares; 2025Q4: 2,203 shares 2,203 $358K 0.04% 0 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: 482 shares; 2024Q4: 406 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 328 shares; 2025Q4: 327 shares 327 $352K 0.03% -1 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,434 shares; 2025Q1: 5,587 shares; 2025Q2: 5,310 shares; 2025Q3: 5,214 shares; 2025Q4: 5,506 shares 5,506 $351K 0.03% +292 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN 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: 17,234 shares; 2025Q3: 18,360 shares; 2025Q4: 21,294 shares 21,294 $351K 0.03% +2,934 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 347 shares; 2025Q1: 309 shares; 2025Q2: 438 shares; 2025Q3: 437 shares; 2025Q4: 3,740 shares 3,740 $351K 0.03% +3,303 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: 2,875 shares; 2024Q4: 2,778 shares; 2025Q1: 2,502 shares; 2025Q2: 2,431 shares; 2025Q3: 2,496 shares; 2025Q4: 2,363 shares 2,363 $339K 0.03% -133 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: 897 shares; 2024Q4: 785 shares; 2025Q1: 673 shares; 2025Q2: 674 shares; 2025Q3: 662 shares; 2025Q4: 662 shares 662 $333K 0.03% 0 Timeline VONE 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: 1,024 shares; 2024Q4: 1,026 shares; 2025Q1: 1,028 shares; 2025Q2: 1,020 shares; 2025Q3: 1,022 shares; 2025Q4: 1,023 shares 1,023 $316K 0.03% +1 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: 25,633 shares; 2024Q4: 24,118 shares; 2025Q1: 21,448 shares; 2025Q2: 9,644 shares; 2025Q3: 9,628 shares; 2025Q4: 9,639 shares 9,639 $316K 0.03% +11 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,628 shares; 2024Q4: 7,137 shares; 2025Q1: 6,967 shares; 2025Q2: 6,967 shares; 2025Q3: 6,960 shares; 2025Q4: 6,960 shares 6,960 $313K 0.03% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,635 shares; 2024Q4: 4,267 shares; 2025Q1: 3,988 shares; 2025Q2: 4,018 shares; 2025Q3: 3,883 shares; 2025Q4: 3,883 shares 3,883 $312K 0.03% 0 Timeline NOBL 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: not reported; 2024Q4: 3,033 shares; 2025Q1: 3,033 shares; 2025Q2: 3,033 shares; 2025Q3: 3,033 shares; 2025Q4: 2,941 shares 2,941 $306K 0.03% -92 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,013 shares; 2024Q4: 30,994 shares; 2025Q1: 29,444 shares; 2025Q2: 24,847 shares; 2025Q3: 10,352 shares; 2025Q4: 10,149 shares 10,149 $301K 0.03% -203 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: 2,334 shares; 2024Q4: 2,395 shares; 2025Q1: 2,383 shares; 2025Q2: 2,336 shares; 2025Q3: 2,336 shares; 2025Q4: 2,336 shares 2,336 $293K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 985 shares 985 $286K 0.03% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,474 shares; 2025Q4: 1,474 shares 1,474 $285K 0.03% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,888 shares; 2024Q4: 4,972 shares; 2025Q1: 4,972 shares; 2025Q2: 5,020 shares; 2025Q3: 5,020 shares; 2025Q4: 5,092 shares 5,092 $279K 0.03% +72 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: not reported; 2024Q4: not reported; 2025Q1: 1,518 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares 1,518 $278K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,389 shares; 2025Q1: 1,390 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares 1,389 $271K 0.03% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 1,943 shares; 2025Q1: 1,915 shares; 2025Q2: 1,921 shares; 2025Q3: 1,848 shares; 2025Q4: 1,855 shares 1,855 $266K 0.03% +7 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: not reported; 2024Q4: 2,518 shares; 2025Q1: 2,524 shares; 2025Q2: 2,525 shares; 2025Q3: 2,354 shares; 2025Q4: 2,354 shares 2,354 $262K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,760 shares; 2025Q1: not reported; 2025Q2: 4,753 shares; 2025Q3: 4,760 shares; 2025Q4: 4,760 shares 4,760 $262K 0.03% 0 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: 493 shares; 2024Q4: 488 shares; 2025Q1: 484 shares; 2025Q2: 485 shares; 2025Q3: 454 shares; 2025Q4: 453 shares 453 $259K 0.03% -1 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,041 shares; 2024Q4: 3,041 shares; 2025Q1: 3,041 shares; 2025Q2: 3,041 shares; 2025Q3: 3,041 shares; 2025Q4: 3,046 shares 3,046 $253K 0.02% +5 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,668 shares; 2024Q4: 6,668 shares; 2025Q1: 5,168 shares; 2025Q2: 5,168 shares; 2025Q3: not reported; 2025Q4: 4,617 shares 4,617 $241K 0.02% new Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares 1,765 $235K 0.02% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,643 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares 2,643 $231K 0.02% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,447 shares; 2025Q1: 2,447 shares; 2025Q2: 2,447 shares; 2025Q3: 2,447 shares; 2025Q4: 2,447 shares 2,447 $230K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 291 shares; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 209 shares; 2025Q4: 208 shares 208 $223K 0.02% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,768 shares; 2025Q4: 1,770 shares 1,770 $218K 0.02% +2 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: 22,408 shares; 2024Q4: 20,159 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,192 shares; 2025Q4: 1,199 shares 1,199 $213K 0.02% +7 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: 451 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 458 shares; 2025Q3: 433 shares; 2025Q4: 432 shares 432 $209K 0.02% -1 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,730 shares; 2025Q4: 7,730 shares 7,730 $208K 0.02% 0 Timeline HQI HIREQUEST INC More: the full row for HIREQUEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,329 shares; 2024Q4: 18,355 shares; 2025Q1: 18,384 shares; 2025Q2: 18,421 shares; 2025Q3: 18,460 shares; 2025Q4: 17,508 shares 17,508 $184K 0.02% -952 Timeline