ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839,651 shares; 2024Q4: 784,299 shares; 2025Q1: 756,965 shares; 2025Q2: 511,164 shares; 2025Q3: 630,400 shares 630,400 $91.8M 11.16% +119,236 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,596 shares; 2024Q4: 545,466 shares; 2025Q1: 558,737 shares; 2025Q2: 558,807 shares; 2025Q3: 659,356 shares 659,356 $85.9M 10.44% +100,549 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,612 shares; 2024Q4: 707,488 shares; 2025Q1: 713,774 shares; 2025Q2: 654,261 shares; 2025Q3: 643,986 shares 643,986 $60.4M 7.34% -10,275 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,198,779 shares; 2025Q2: 1,582,738 shares; 2025Q3: 1,609,371 shares 1,609,371 $60.4M 7.33% +26,633 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,036 shares; 2024Q4: 294,692 shares; 2025Q1: 294,966 shares; 2025Q2: 298,718 shares; 2025Q3: 288,064 shares 288,064 $56M 6.81% -10,654 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768,493 shares; 2024Q4: 1,328,281 shares; 2025Q1: 1,452,746 shares; 2025Q2: 1,435,916 shares; 2025Q3: 1,503,262 shares 1,503,262 $33.1M 4.03% +67,346 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037,861 shares; 2024Q4: 970,957 shares; 2025Q1: 1,203,999 shares; 2025Q2: 1,180,035 shares; 2025Q3: 1,071,181 shares 1,071,181 $29.3M 3.56% -108,854 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546,505 shares; 2025Q3: 750,898 shares 750,898 $28.4M 3.45% +204,393 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,362 shares; 2024Q4: 248,188 shares; 2025Q1: 248,603 shares; 2025Q2: 243,078 shares; 2025Q3: 263,573 shares 263,573 $24.6M 2.99% +20,495 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 594,510 shares 594,510 $22.3M 2.71% new Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,929 shares; 2024Q4: 419,839 shares; 2025Q1: 431,366 shares; 2025Q2: 412,014 shares; 2025Q3: 397,729 shares 397,729 $20M 2.43% -14,285 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,490 shares; 2024Q4: 519,226 shares; 2025Q1: 537,360 shares; 2025Q2: 505,155 shares; 2025Q3: 490,884 shares 490,884 $19.1M 2.32% -14,271 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,449 shares; 2024Q4: 211,979 shares; 2025Q1: 210,667 shares; 2025Q2: 213,136 shares; 2025Q3: 205,406 shares 205,406 $17M 2.06% -7,730 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,425 shares 211,425 $16.7M 2.03% new Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,499 shares; 2024Q4: 410,692 shares; 2025Q1: 429,304 shares; 2025Q2: 432,260 shares; 2025Q3: 444,751 shares 444,751 $15.8M 1.92% +12,491 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,503 shares 46,503 $15.5M 1.88% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 107,396 shares; 2025Q1: 108,173 shares; 2025Q2: 106,381 shares; 2025Q3: 101,206 shares 101,206 $12.3M 1.49% -5,175 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,057 shares; 2024Q4: 228,895 shares; 2025Q1: 242,632 shares; 2025Q2: 242,683 shares; 2025Q3: 236,319 shares 236,319 $11.8M 1.43% -6,364 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157,097 shares 157,097 $11M 1.34% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216,808 shares; 2025Q3: 188,018 shares 188,018 $9.3M 1.13% -28,790 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,435 shares; 2024Q4: 203,459 shares; 2025Q1: 225,083 shares; 2025Q2: 223,511 shares; 2025Q3: 226,374 shares 226,374 $8.59M 1.04% +2,863 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,091 shares; 2024Q4: 78,980 shares; 2025Q1: 88,120 shares; 2025Q2: 66,077 shares; 2025Q3: 68,201 shares 68,201 $6.84M 0.83% +2,124 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,305 shares; 2024Q4: 83,692 shares; 2025Q1: 99,931 shares; 2025Q2: 100,888 shares; 2025Q3: 98,911 shares 98,911 $6.45M 0.78% -1,977 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,246 shares; 2024Q4: 40,916 shares; 2025Q1: 31,625 shares; 2025Q2: 31,720 shares; 2025Q3: 31,657 shares 31,657 $5.91M 0.72% -63 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,601 shares; 2024Q4: 31,130 shares; 2025Q1: 29,850 shares; 2025Q2: 21,639 shares; 2025Q3: 21,494 shares 21,494 $5.47M 0.67% -145 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,726 shares; 2024Q4: 85,091 shares; 2025Q1: 86,332 shares; 2025Q2: 87,029 shares; 2025Q3: 97,419 shares 97,419 $5.19M 0.63% +10,390 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,304 shares; 2024Q4: 10,639 shares; 2025Q1: 10,857 shares; 2025Q2: 9,731 shares; 2025Q3: 9,772 shares 9,772 $5.06M 0.62% +41 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,182 shares; 2024Q4: 9,181 shares; 2025Q1: 8,677 shares; 2025Q2: 8,466 shares; 2025Q3: 8,380 shares 8,380 $5.03M 0.61% -86 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,507 shares; 2024Q4: 66,142 shares; 2025Q1: 72,000 shares; 2025Q2: 70,611 shares; 2025Q3: 60,714 shares 60,714 $4.66M 0.57% -9,897 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,791 shares; 2024Q4: 27,674 shares; 2025Q1: 70,507 shares; 2025Q2: 77,276 shares; 2025Q3: 83,100 shares 83,100 $4.14M 0.5% +5,824 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,799 shares; 2024Q4: 90,604 shares; 2025Q1: 90,512 shares; 2025Q2: 87,794 shares; 2025Q3: 82,803 shares 82,803 $3.83M 0.47% -4,991 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares 5 $3.77M 0.46% 0 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,267 shares; 2024Q4: 14,554 shares; 2025Q1: 14,074 shares; 2025Q2: 14,022 shares; 2025Q3: 13,989 shares 13,989 $3.39M 0.41% -33 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,133 shares; 2024Q4: 37,809 shares; 2025Q1: 37,574 shares; 2025Q2: 39,303 shares; 2025Q3: 39,497 shares 39,497 $3.28M 0.4% +194 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,191 shares; 2024Q4: 80,325 shares; 2025Q1: 75,913 shares; 2025Q2: 74,513 shares; 2025Q3: 70,656 shares 70,656 $3.28M 0.4% -3,857 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 3,846 shares; 2025Q1: 3,832 shares; 2025Q2: 3,832 shares; 2025Q3: 3,832 shares 3,832 $2.55M 0.31% 0 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,679 shares; 2024Q4: 42,253 shares; 2025Q1: 41,757 shares; 2025Q2: 41,839 shares; 2025Q3: 39,401 shares 39,401 $2.5M 0.3% -2,438 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 3,149 shares; 2025Q1: 3,200 shares; 2025Q2: 3,402 shares; 2025Q3: 3,601 shares 3,601 $2.41M 0.29% +199 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,704 shares; 2024Q4: 10,048 shares; 2025Q1: 11,957 shares; 2025Q2: 10,465 shares; 2025Q3: 10,215 shares 10,215 $2.24M 0.27% -250 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,292 shares; 2024Q4: 4,001 shares; 2025Q1: 4,155 shares; 2025Q2: 4,525 shares; 2025Q3: 4,438 shares 4,438 $2.13M 0.26% -87 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,860 shares; 2024Q4: 9,889 shares; 2025Q1: 9,394 shares; 2025Q2: 9,265 shares; 2025Q3: 8,034 shares 8,034 $2.06M 0.25% -1,231 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,539 shares; 2025Q1: 9,384 shares; 2025Q2: 6,025 shares; 2025Q3: 6,136 shares 6,136 $2.01M 0.24% +111 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,012 shares; 2024Q4: 15,221 shares; 2025Q1: 15,481 shares; 2025Q2: 27,677 shares; 2025Q3: 33,290 shares 33,290 $1.97M 0.24% +5,613 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,093 shares; 2024Q4: 79,010 shares; 2025Q1: 78,810 shares; 2025Q2: 101,165 shares; 2025Q3: 6,972 shares 6,972 $1.97M 0.24% -94,193 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,025 shares; 2024Q4: 10,725 shares; 2025Q1: 13,194 shares; 2025Q2: 7,946 shares; 2025Q3: 7,998 shares 7,998 $1.94M 0.24% +52 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,319 shares; 2024Q4: 11,299 shares; 2025Q1: 11,284 shares; 2025Q2: 11,275 shares; 2025Q3: 10,827 shares 10,827 $1.85M 0.23% -448 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,609 shares; 2024Q4: 7,533 shares; 2025Q1: 7,399 shares; 2025Q2: 7,539 shares; 2025Q3: 7,461 shares 7,461 $1.84M 0.22% -78 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,765 shares; 2025Q1: 2,055 shares; 2025Q2: 2,276 shares; 2025Q3: 2,495 shares 2,495 $1.83M 0.22% +219 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 3,701 shares; 2025Q1: 6,162 shares; 2025Q2: 5,032 shares; 2025Q3: 5,443 shares 5,443 $1.8M 0.22% +411 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,016 shares; 2024Q4: 431,556 shares; 2025Q1: 36,816 shares; 2025Q2: 31,911 shares; 2025Q3: 30,644 shares 30,644 $1.76M 0.21% -1,267 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,520 shares; 2024Q4: 1,205,502 shares; 2025Q1: 895,038 shares; 2025Q2: 1,051,949 shares; 2025Q3: 41,140 shares 41,140 $1.76M 0.21% -1,010,809 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,820 shares; 2024Q4: 15,402 shares; 2025Q1: 14,671 shares; 2025Q2: 15,061 shares; 2025Q3: 14,637 shares 14,637 $1.74M 0.21% -424 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,505 shares; 2024Q4: 6,523 shares; 2025Q1: 6,876 shares; 2025Q2: 7,130 shares; 2025Q3: 7,093 shares 7,093 $1.73M 0.21% -37 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,111 shares; 2024Q4: 29,474 shares; 2025Q1: 28,795 shares; 2025Q2: 28,719 shares; 2025Q3: 26,815 shares 26,815 $1.56M 0.19% -1,904 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,465 shares; 2024Q4: 15,591 shares; 2025Q1: 18,037 shares; 2025Q2: 20,454 shares; 2025Q3: 22,052 shares 22,052 $1.45M 0.18% +1,598 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,641 shares; 2024Q4: 18,420 shares; 2025Q1: 18,420 shares; 2025Q2: 17,920 shares; 2025Q3: 20,505 shares 20,505 $1.38M 0.17% +2,585 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 2,739 shares; 2025Q1: 2,900 shares; 2025Q2: 2,859 shares; 2025Q3: 2,856 shares 2,856 $1.34M 0.16% -3 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 4,444 shares; 2025Q1: 4,113 shares; 2025Q2: 4,101 shares; 2025Q3: 4,156 shares 4,156 $1.31M 0.16% +55 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,967 shares; 2024Q4: 15,801 shares; 2025Q1: 14,884 shares; 2025Q2: 14,448 shares; 2025Q3: 14,297 shares 14,297 $1.25M 0.15% -151 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 11,413 shares; 2025Q1: 10,917 shares; 2025Q2: 10,873 shares; 2025Q3: 10,876 shares 10,876 $1.2M 0.15% +3 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,944 shares; 2024Q4: 11,519 shares; 2025Q1: 11,602 shares; 2025Q2: 11,442 shares; 2025Q3: 11,022 shares 11,022 $1.2M 0.15% -420 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,657 shares; 2024Q4: 27,462 shares; 2025Q1: 26,165 shares; 2025Q2: 25,389 shares; 2025Q3: 25,373 shares 25,373 $1.13M 0.14% -16 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,370 shares; 2024Q4: 11,061 shares; 2025Q1: 11,028 shares; 2025Q2: 11,691 shares; 2025Q3: 11,729 shares 11,729 $1.12M 0.14% +38 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,489 shares; 2024Q4: 1,755 shares; 2025Q1: 2,007 shares; 2025Q2: 1,748 shares; 2025Q3: 1,545 shares 1,545 $1.11M 0.13% -203 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,645 shares; 2024Q4: 41,132 shares; 2025Q1: 41,013 shares; 2025Q2: 41,063 shares; 2025Q3: 41,294 shares 41,294 $1.05M 0.13% +231 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,227 shares; 2025Q3: 9,196 shares 9,196 $1.03M 0.13% +1,969 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,269 shares; 2024Q4: 4,325 shares; 2025Q1: 4,147 shares; 2025Q2: 4,169 shares; 2025Q3: 3,828 shares 3,828 $994K 0.12% -341 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,782 shares; 2024Q4: 9,651 shares; 2025Q1: 9,484 shares; 2025Q2: 9,470 shares; 2025Q3: 9,470 shares 9,470 $988K 0.12% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 3,629 shares; 2025Q1: 3,327 shares; 2025Q2: 3,112 shares; 2025Q3: 3,344 shares 3,344 $940K 0.11% +232 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,223 shares; 2024Q4: 11,919 shares; 2025Q1: 11,886 shares; 2025Q2: 11,809 shares; 2025Q3: 11,451 shares 11,451 $924K 0.11% -358 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,796 shares; 2024Q4: 12,511 shares; 2025Q1: 12,511 shares; 2025Q2: 12,511 shares; 2025Q3: 9,518 shares 9,518 $919K 0.11% -2,993 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,520 shares; 2024Q4: 12,951 shares; 2025Q1: 13,047 shares; 2025Q2: 10,408 shares; 2025Q3: 10,414 shares 10,414 $877K 0.11% +6 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,954 shares; 2024Q4: 26,962 shares; 2025Q1: 27,408 shares; 2025Q2: 27,219 shares; 2025Q3: 27,219 shares 27,219 $869K 0.11% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 2,852 shares 2,852 $838K 0.1% +2,059 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,785 shares; 2025Q3: 14,719 shares 14,719 $833K 0.1% +8,934 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,628 shares; 2025Q1: 2,628 shares; 2025Q2: 2,628 shares; 2025Q3: 2,628 shares 2,628 $809K 0.1% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,154 shares; 2025Q3: 28,173 shares 28,173 $759K 0.09% +19 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 5,320 shares; 2025Q1: 5,476 shares; 2025Q2: 3,352 shares; 2025Q3: 3,237 shares 3,237 $749K 0.09% -115 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,459 shares; 2024Q4: 7,819 shares; 2025Q1: 13,700 shares; 2025Q2: 14,977 shares; 2025Q3: 13,771 shares 13,771 $746K 0.09% -1,206 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 1,214 shares; 2025Q1: 1,402 shares; 2025Q2: 1,349 shares; 2025Q3: 1,438 shares 1,438 $723K 0.09% +89 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,791 shares; 2024Q4: 17,779 shares; 2025Q1: 16,889 shares; 2025Q2: 16,796 shares; 2025Q3: 18,429 shares 18,429 $688K 0.08% +1,633 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,025 shares; 2024Q4: 20,720 shares; 2025Q1: 25,993 shares; 2025Q2: 26,083 shares; 2025Q3: 26,083 shares 26,083 $687K 0.08% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 2,012 shares; 2025Q1: 2,107 shares; 2025Q2: 2,385 shares; 2025Q3: 2,448 shares 2,448 $684K 0.08% +63 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 1,330 shares; 2025Q1: 1,405 shares; 2025Q2: 1,780 shares; 2025Q3: 1,516 shares 1,516 $674K 0.08% -264 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,596 shares; 2024Q4: 5,184 shares; 2025Q1: 5,171 shares; 2025Q2: 5,163 shares; 2025Q3: 5,486 shares 5,486 $662K 0.08% +323 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: 4,275 shares; 2025Q1: 3,654 shares; 2025Q2: 3,619 shares; 2025Q3: 3,550 shares 3,550 $658K 0.08% -69 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 5,263 shares; 2025Q1: 6,843 shares; 2025Q2: 8,781 shares; 2025Q3: 8,885 shares 8,885 $653K 0.08% +104 Timeline AVDV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 6,949 shares; 2025Q1: 7,342 shares; 2025Q2: 7,232 shares; 2025Q3: 7,210 shares 7,210 $642K 0.08% -22 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 3,431 shares; 2025Q3: 2,619 shares 2,619 $634K 0.08% -812 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 511 shares; 2025Q1: 576 shares; 2025Q2: 510 shares; 2025Q3: 527 shares 527 $632K 0.08% +17 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,626 shares; 2024Q4: 11,959 shares; 2025Q1: 12,039 shares; 2025Q2: 10,823 shares; 2025Q3: 10,343 shares 10,343 $621K 0.08% -480 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,057 shares; 2025Q2: 1,699 shares; 2025Q3: 1,455 shares 1,455 $619K 0.08% -244 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,497 shares; 2025Q1: 1,499 shares; 2025Q2: 1,231 shares; 2025Q3: 1,244 shares 1,244 $610K 0.07% +13 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,457 shares; 2024Q4: 5,731 shares; 2025Q1: 12,254 shares; 2025Q2: 9,956 shares; 2025Q3: 11,127 shares 11,127 $609K 0.07% +1,171 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,846 shares; 2025Q1: 1,841 shares; 2025Q2: 1,953 shares; 2025Q3: 1,947 shares 1,947 $592K 0.07% -6 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,178 shares; 2024Q4: 12,407 shares; 2025Q1: 12,542 shares; 2025Q2: 12,386 shares; 2025Q3: 12,822 shares 12,822 $563K 0.07% +436 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 691 shares; 2025Q1: 807 shares; 2025Q2: 674 shares; 2025Q3: 606 shares 606 $561K 0.07% -68 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,373 shares; 2024Q4: 18,373 shares; 2025Q1: 9,930 shares; 2025Q2: 9,406 shares; 2025Q3: 9,452 shares 9,452 $541K 0.07% +46 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,659 shares; 2025Q1: 4,954 shares; 2025Q2: 4,455 shares; 2025Q3: 4,602 shares 4,602 $519K 0.06% +147 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,405 shares; 2025Q1: 2,279 shares; 2025Q2: 1,845 shares; 2025Q3: 1,492 shares 1,492 $509K 0.06% -353 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 16,115 shares; 2025Q1: 16,115 shares; 2025Q2: 17,301 shares; 2025Q3: 17,301 shares 17,301 $504K 0.06% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,253 shares; 2025Q1: 4,170 shares; 2025Q2: 5,213 shares; 2025Q3: 5,477 shares 5,477 $489K 0.06% +264 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 2,612 shares; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares; 2025Q3: 2,612 shares 2,612 $487K 0.06% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,515 shares; 2024Q4: 19,420 shares; 2025Q1: 18,899 shares; 2025Q2: 19,459 shares; 2025Q3: 20,685 shares 20,685 $482K 0.06% +1,226 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,315 shares; 2025Q1: 2,486 shares; 2025Q2: 1,670 shares; 2025Q3: 1,128 shares 1,128 $457K 0.06% -542 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 3,420 shares; 2025Q1: 3,420 shares; 2025Q2: 3,420 shares; 2025Q3: 3,420 shares 3,420 $444K 0.05% 0 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,438 shares; 2024Q4: 12,378 shares; 2025Q1: 10,304 shares; 2025Q2: 9,648 shares; 2025Q3: 9,326 shares 9,326 $433K 0.05% -322 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,588 shares; 2025Q1: 2,632 shares; 2025Q2: 2,595 shares; 2025Q3: 2,593 shares 2,593 $421K 0.05% -2 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,501 shares; 2025Q1: 1,538 shares; 2025Q2: 739 shares; 2025Q3: 727 shares 727 $414K 0.05% -12 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,921 shares; 2025Q2: 1,882 shares; 2025Q3: 2,305 shares 2,305 $412K 0.05% +423 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: 7,140 shares; 2025Q1: 7,197 shares; 2025Q2: 2,312 shares; 2025Q3: 2,399 shares 2,399 $401K 0.05% +87 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 627 shares; 2025Q1: 665 shares; 2025Q2: 636 shares; 2025Q3: 522 shares 522 $398K 0.05% -114 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,303 shares; 2024Q4: 6,188 shares; 2025Q1: 6,149 shares; 2025Q2: 3,284 shares; 2025Q3: 3,201 shares 3,201 $396K 0.05% -83 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,819 shares; 2024Q4: 8,819 shares; 2025Q1: 8,819 shares; 2025Q2: 8,819 shares; 2025Q3: 8,819 shares 8,819 $394K 0.05% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: 11,583 shares; 2025Q1: 12,764 shares; 2025Q2: 13,001 shares; 2025Q3: 13,043 shares 13,043 $387K 0.05% +42 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,967 shares; 2024Q4: 5,078 shares; 2025Q1: 5,251 shares; 2025Q2: 4,596 shares; 2025Q3: 4,557 shares 4,557 $387K 0.05% -39 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,932 shares; 2025Q1: 1,345 shares; 2025Q2: 1,341 shares; 2025Q3: 1,339 shares 1,339 $378K 0.05% -2 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,664 shares; 2024Q4: 9,319 shares; 2025Q1: 9,553 shares; 2025Q2: 8,026 shares; 2025Q3: 7,942 shares 7,942 $377K 0.05% -84 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,022 shares; 2025Q1: 3,055 shares; 2025Q2: 3,052 shares; 2025Q3: 2,982 shares 2,982 $376K 0.05% -70 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 4,415 shares; 2025Q1: 2,986 shares; 2025Q2: 2,986 shares; 2025Q3: 2,958 shares 2,958 $370K 0.04% -28 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 2,791 shares; 2025Q1: 2,627 shares; 2025Q2: 2,805 shares; 2025Q3: 2,587 shares 2,587 $363K 0.04% -218 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 7,940 shares; 2025Q1: 8,398 shares; 2025Q2: 8,398 shares; 2025Q3: 8,398 shares 8,398 $362K 0.04% 0 Timeline ABND 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,313 shares; 2024Q4: 12,975 shares; 2025Q1: 12,895 shares; 2025Q2: 8,010 shares; 2025Q3: 8,025 shares 8,025 $357K 0.04% +15 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 128 shares; 2025Q1: 184 shares; 2025Q2: 179 shares; 2025Q3: 151 shares 151 $353K 0.04% -28 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 1,205 shares; 2025Q2: 1,203 shares; 2025Q3: 1,201 shares 1,201 $352K 0.04% -2 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,347 shares; 2024Q4: 4,510 shares; 2025Q1: 3,671 shares; 2025Q2: 3,549 shares; 2025Q3: 3,070 shares 3,070 $352K 0.04% -479 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 3,890 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,879 shares 2,879 $346K 0.04% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 896 shares; 2025Q1: 829 shares; 2025Q2: 823 shares; 2025Q3: 823 shares 823 $341K 0.04% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 4,479 shares; 2025Q1: 4,783 shares; 2025Q2: 4,788 shares; 2025Q3: 3,275 shares 3,275 $338K 0.04% -1,513 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 5,636 shares; 2025Q1: 5,491 shares; 2025Q2: 5,174 shares; 2025Q3: 4,915 shares 4,915 $331K 0.04% -259 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,116 shares; 2024Q4: 7,116 shares; 2025Q1: 7,116 shares; 2025Q2: 7,116 shares; 2025Q3: 7,116 shares 7,116 $328K 0.04% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 2,146 shares; 2025Q1: 2,015 shares; 2025Q2: 1,992 shares; 2025Q3: 1,992 shares 1,992 $328K 0.04% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 1,083 shares; 2025Q1: 1,091 shares; 2025Q2: 1,021 shares; 2025Q3: 1,116 shares 1,116 $322K 0.04% +95 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 424 shares; 2025Q3: 423 shares 423 $316K 0.04% -1 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 833 shares 833 $312K 0.04% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,072 shares; 2025Q1: not reported; 2025Q2: 2,721 shares; 2025Q3: 2,087 shares 2,087 $310K 0.04% -634 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,310 shares; 2024Q4: 5,310 shares; 2025Q1: 5,310 shares; 2025Q2: 5,310 shares; 2025Q3: 5,310 shares 5,310 $309K 0.04% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 3,368 shares; 2025Q1: 3,659 shares; 2025Q2: 3,615 shares; 2025Q3: 3,668 shares 3,668 $308K 0.04% +53 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 4,621 shares; 2025Q1: 4,738 shares; 2025Q2: 4,770 shares; 2025Q3: 4,889 shares 4,889 $305K 0.04% +119 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,630 shares; 2024Q4: 7,515 shares; 2025Q1: 7,617 shares; 2025Q2: 6,155 shares; 2025Q3: 5,909 shares 5,909 $305K 0.04% -246 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,101 shares; 2025Q1: 1,157 shares; 2025Q2: 1,130 shares; 2025Q3: 1,225 shares 1,225 $303K 0.04% +95 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,122 shares; 2025Q1: 1,143 shares; 2025Q2: 1,171 shares; 2025Q3: 1,193 shares 1,193 $300K 0.04% +22 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,523 shares 1,523 $298K 0.04% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,681 shares; 2024Q4: 5,386 shares; 2025Q1: 5,308 shares; 2025Q2: 5,300 shares; 2025Q3: 5,198 shares 5,198 $298K 0.04% -102 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,065 shares; 2025Q1: 2,127 shares; 2025Q2: 2,100 shares; 2025Q3: 2,058 shares 2,058 $297K 0.04% -42 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,716 shares; 2025Q2: 10,706 shares; 2025Q3: 11,526 shares 11,526 $296K 0.04% +820 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,910 shares; 2025Q3: 1,509 shares 1,509 $296K 0.04% -401 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,432 shares; 2024Q4: 4,414 shares; 2025Q1: 4,460 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares 4,460 $291K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,536 shares 1,536 $290K 0.04% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 307 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 298 shares 298 $288K 0.04% -36 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,260 shares; 2025Q1: 6,983 shares; 2025Q2: 6,983 shares; 2025Q3: 6,967 shares 6,967 $286K 0.03% -16 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,261 shares; 2025Q1: 3,261 shares; 2025Q2: 3,261 shares; 2025Q3: 3,261 shares 3,261 $284K 0.03% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,040 shares 2,040 $283K 0.03% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,616 shares; 2024Q4: 2,332 shares; 2025Q1: 2,328 shares; 2025Q2: 2,324 shares; 2025Q3: 2,469 shares 2,469 $281K 0.03% +145 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,641 shares; 2025Q1: 2,641 shares; 2025Q2: 3,060 shares; 2025Q3: 3,060 shares 3,060 $280K 0.03% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,193 shares; 2025Q3: 1,013 shares 1,013 $277K 0.03% -180 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 3,741 shares; 2025Q1: not reported; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares 2,721 $272K 0.03% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,711 shares; 2025Q1: 2,706 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares 3,250 $271K 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,553 shares; 2025Q2: 2,513 shares; 2025Q3: 2,648 shares 2,648 $269K 0.03% +135 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,392 shares; 2025Q1: 1,944 shares; 2025Q2: 2,064 shares; 2025Q3: 1,998 shares 1,998 $268K 0.03% -66 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,355 shares; 2025Q1: 2,389 shares; 2025Q2: 2,425 shares; 2025Q3: 2,380 shares 2,380 $264K 0.03% -45 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 1,974 shares; 2025Q1: 1,793 shares; 2025Q2: 1,637 shares; 2025Q3: 1,632 shares 1,632 $263K 0.03% -5 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 641 shares; 2025Q1: 591 shares; 2025Q2: 569 shares; 2025Q3: 531 shares 531 $258K 0.03% -38 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 379 shares; 2025Q1: 375 shares; 2025Q2: 320 shares; 2025Q3: 334 shares 334 $258K 0.03% +14 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 774 shares 774 $255K 0.03% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 233 shares; 2025Q3: 236 shares 236 $255K 0.03% +3 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,765 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares 1,815 $254K 0.03% 0 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 3,556 shares; 2025Q1: 3,567 shares; 2025Q2: 3,572 shares; 2025Q3: 3,487 shares 3,487 $253K 0.03% -85 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 585 shares; 2025Q1: 559 shares; 2025Q2: 554 shares; 2025Q3: 553 shares 553 $253K 0.03% -1 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,927 shares; 2025Q2: 1,944 shares; 2025Q3: 2,000 shares 2,000 $248K 0.03% +56 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,030 shares; 2025Q3: 5,030 shares 5,030 $247K 0.03% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 4,568 shares; 2025Q1: 4,568 shares; 2025Q2: 4,434 shares; 2025Q3: 4,434 shares 4,434 $245K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 809 shares; 2025Q3: 815 shares 815 $245K 0.03% +6 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,477 shares; 2025Q1: 2,369 shares; 2025Q2: 850 shares; 2025Q3: 868 shares 868 $245K 0.03% +18 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397 shares 397 $243K 0.03% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 412 shares 412 $241K 0.03% +7 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 345 shares 345 $241K 0.03% +49 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 3,264 shares; 2025Q1: 3,264 shares; 2025Q2: 3,264 shares; 2025Q3: 3,264 shares 3,264 $240K 0.03% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,175 shares; 2025Q1: not reported; 2025Q2: 2,513 shares; 2025Q3: 1,578 shares 1,578 $238K 0.03% -935 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,801 shares 2,801 $235K 0.03% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,821 shares; 2025Q3: 1,583 shares 1,583 $227K 0.03% -1,238 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 871 shares; 2025Q2: not reported; 2025Q3: 1,120 shares 1,120 $226K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 554 shares; 2025Q1: 556 shares; 2025Q2: 632 shares; 2025Q3: 465 shares 465 $226K 0.03% -167 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,401 shares 8,401 $225K 0.03% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,362 shares; 2025Q2: 5,382 shares; 2025Q3: 5,375 shares 5,375 $225K 0.03% -7 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,058 shares; 2024Q4: 3,886 shares; 2025Q1: 3,462 shares; 2025Q2: 3,282 shares; 2025Q3: 3,282 shares 3,282 $225K 0.03% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 468 shares 468 $223K 0.03% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares 52 $223K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 652 shares 652 $222K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,710 shares; 2025Q1: 961 shares; 2025Q2: 444 shares; 2025Q3: 444 shares 444 $222K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,969 shares; 2025Q1: 1,816 shares; 2025Q2: 1,643 shares; 2025Q3: 1,384 shares 1,384 $220K 0.03% -259 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 382 shares; 2025Q2: 386 shares; 2025Q3: 321 shares 321 $219K 0.03% -65 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,907 shares 1,907 $218K 0.03% new Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,450 shares; 2025Q3: 8,469 shares 8,469 $215K 0.03% +19 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,570 shares 1,570 $213K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 812 shares 812 $212K 0.03% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3,999 shares; 2025Q1: 3,999 shares; 2025Q2: 3,999 shares; 2025Q3: 4,021 shares 4,021 $210K 0.03% +22 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,037 shares 3,037 $209K 0.03% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 39 shares; 2025Q3: 38 shares 38 $205K 0.02% -1 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 867 shares; 2025Q3: 828 shares 828 $203K 0.02% -39 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 4,292 shares; 2025Q1: 4,277 shares; 2025Q2: not reported; 2025Q3: 2,021 shares 2,021 $202K 0.02% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 593 shares; 2025Q3: 605 shares 605 $201K 0.02% +12 Timeline MTW MANITOWOC CO INC More: the full row for MANITOWOC CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,300 shares; 2024Q4: 16,300 shares; 2025Q1: 16,300 shares; 2025Q2: 19,300 shares; 2025Q3: 19,300 shares 19,300 $193K 0.02% 0 Timeline NVRI ENVIRI CORP More: the full row for ENVIRI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,483 shares; 2024Q4: 12,483 shares; 2025Q1: 12,483 shares; 2025Q2: 12,483 shares; 2025Q3: 12,483 shares 12,483 $158K 0.02% 0 Timeline