ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839,651 shares; 2024Q4: 784,299 shares; 2025Q1: 756,965 shares; 2025Q2: 511,164 shares; 2025Q3: 630,400 shares; 2025Q4: 636,664 shares 636,664 $94.7M 10.79% +6,264 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,596 shares; 2024Q4: 545,466 shares; 2025Q1: 558,737 shares; 2025Q2: 558,807 shares; 2025Q3: 659,356 shares; 2025Q4: 675,305 shares 675,305 $89.4M 10.18% +15,949 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; 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; 2025Q4: 2,084,626 shares 2,084,626 $82.1M 9.35% +475,255 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,612 shares; 2024Q4: 707,488 shares; 2025Q1: 713,774 shares; 2025Q2: 654,261 shares; 2025Q3: 643,986 shares; 2025Q4: 644,799 shares 644,799 $59.8M 6.82% +813 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,036 shares; 2024Q4: 294,692 shares; 2025Q1: 294,966 shares; 2025Q2: 298,718 shares; 2025Q3: 288,064 shares; 2025Q4: 169,196 shares 169,196 $33.6M 3.83% -118,868 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA 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: not reported; 2025Q3: not reported; 2025Q4: 825,825 shares 825,825 $33.2M 3.78% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546,505 shares; 2025Q3: 750,898 shares; 2025Q4: 822,446 shares 822,446 $31.7M 3.61% +71,548 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; 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; 2025Q4: 1,413,555 shares 1,413,555 $31.1M 3.54% -89,707 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; 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; 2025Q4: 1,050,555 shares 1,050,555 $29.5M 3.36% -20,626 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,362 shares; 2024Q4: 248,188 shares; 2025Q1: 248,603 shares; 2025Q2: 243,078 shares; 2025Q3: 263,573 shares; 2025Q4: 269,010 shares 269,010 $25M 2.85% +5,437 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 107,396 shares; 2025Q1: 108,173 shares; 2025Q2: 106,381 shares; 2025Q3: 101,206 shares; 2025Q4: 194,548 shares 194,548 $23.2M 2.64% +93,342 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 594,510 shares; 2025Q4: 608,647 shares 608,647 $22M 2.5% +14,137 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,929 shares; 2024Q4: 419,839 shares; 2025Q1: 431,366 shares; 2025Q2: 412,014 shares; 2025Q3: 397,729 shares; 2025Q4: 412,111 shares 412,111 $20.8M 2.37% +14,382 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,490 shares; 2024Q4: 519,226 shares; 2025Q1: 537,360 shares; 2025Q2: 505,155 shares; 2025Q3: 490,884 shares; 2025Q4: 511,050 shares 511,050 $20M 2.28% +20,166 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: 191,449 shares; 2024Q4: 211,979 shares; 2025Q1: 210,667 shares; 2025Q2: 213,136 shares; 2025Q3: 205,406 shares; 2025Q4: 202,739 shares 202,739 $17.2M 1.96% -2,667 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,499 shares; 2024Q4: 410,692 shares; 2025Q1: 429,304 shares; 2025Q2: 432,260 shares; 2025Q3: 444,751 shares; 2025Q4: 441,849 shares 441,849 $16.3M 1.86% -2,902 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,503 shares; 2025Q4: 47,001 shares 47,001 $16.1M 1.84% +498 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: not reported; 2025Q3: 211,425 shares; 2025Q4: 153,326 shares 153,326 $12.6M 1.44% -58,099 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,057 shares; 2024Q4: 228,895 shares; 2025Q1: 242,632 shares; 2025Q2: 242,683 shares; 2025Q3: 236,319 shares; 2025Q4: 228,459 shares 228,459 $11.4M 1.3% -7,860 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157,097 shares; 2025Q4: 161,795 shares 161,795 $10.5M 1.19% +4,698 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216,808 shares; 2025Q3: 188,018 shares; 2025Q4: 194,318 shares 194,318 $9.39M 1.07% +6,300 Timeline XSOE 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: 193,435 shares; 2024Q4: 203,459 shares; 2025Q1: 225,083 shares; 2025Q2: 223,511 shares; 2025Q3: 226,374 shares; 2025Q4: 228,049 shares 228,049 $8.9M 1.01% +1,675 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,791 shares; 2024Q4: 27,674 shares; 2025Q1: 70,507 shares; 2025Q2: 77,276 shares; 2025Q3: 83,100 shares; 2025Q4: 128,554 shares 128,554 $6.38M 0.73% +45,454 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: 83,305 shares; 2024Q4: 83,692 shares; 2025Q1: 99,931 shares; 2025Q2: 100,888 shares; 2025Q3: 98,911 shares; 2025Q4: 96,552 shares 96,552 $6.37M 0.73% -2,359 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,091 shares; 2024Q4: 78,980 shares; 2025Q1: 88,120 shares; 2025Q2: 66,077 shares; 2025Q3: 68,201 shares; 2025Q4: 63,277 shares 63,277 $6.32M 0.72% -4,924 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: 31,601 shares; 2024Q4: 31,130 shares; 2025Q1: 29,850 shares; 2025Q2: 21,639 shares; 2025Q3: 21,494 shares; 2025Q4: 21,893 shares 21,893 $5.95M 0.68% +399 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: 31,246 shares; 2024Q4: 40,916 shares; 2025Q1: 31,625 shares; 2025Q2: 31,720 shares; 2025Q3: 31,657 shares; 2025Q4: 30,691 shares 30,691 $5.72M 0.65% -966 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,726 shares; 2024Q4: 85,091 shares; 2025Q1: 86,332 shares; 2025Q2: 87,029 shares; 2025Q3: 97,419 shares; 2025Q4: 100,194 shares 100,194 $5.29M 0.6% +2,775 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: 9,182 shares; 2024Q4: 9,181 shares; 2025Q1: 8,677 shares; 2025Q2: 8,466 shares; 2025Q3: 8,380 shares; 2025Q4: 8,311 shares 8,311 $5.11M 0.58% -69 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: 10,304 shares; 2024Q4: 10,639 shares; 2025Q1: 10,857 shares; 2025Q2: 9,731 shares; 2025Q3: 9,772 shares; 2025Q4: 9,906 shares 9,906 $4.79M 0.55% +134 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,507 shares; 2024Q4: 66,142 shares; 2025Q1: 72,000 shares; 2025Q2: 70,611 shares; 2025Q3: 60,714 shares; 2025Q4: 57,807 shares 57,807 $4.48M 0.51% -2,907 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 0.43% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,799 shares; 2024Q4: 90,604 shares; 2025Q1: 90,512 shares; 2025Q2: 87,794 shares; 2025Q3: 82,803 shares; 2025Q4: 80,710 shares 80,710 $3.72M 0.42% -2,093 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,267 shares; 2024Q4: 14,554 shares; 2025Q1: 14,074 shares; 2025Q2: 14,022 shares; 2025Q3: 13,989 shares; 2025Q4: 13,982 shares 13,982 $3.48M 0.4% -7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,191 shares; 2024Q4: 80,325 shares; 2025Q1: 75,913 shares; 2025Q2: 74,513 shares; 2025Q3: 70,656 shares; 2025Q4: 70,547 shares 70,547 $3.39M 0.39% -109 Timeline IMCB 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: 38,133 shares; 2024Q4: 37,809 shares; 2025Q1: 37,574 shares; 2025Q2: 39,303 shares; 2025Q3: 39,497 shares; 2025Q4: 38,341 shares 38,341 $3.17M 0.36% -1,156 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: 9,704 shares; 2024Q4: 10,048 shares; 2025Q1: 11,957 shares; 2025Q2: 10,465 shares; 2025Q3: 10,215 shares; 2025Q4: 11,347 shares 11,347 $2.62M 0.3% +1,132 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: 700 shares; 2024Q4: 3,846 shares; 2025Q1: 3,832 shares; 2025Q2: 3,832 shares; 2025Q3: 3,832 shares; 2025Q4: 3,832 shares 3,832 $2.61M 0.3% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,679 shares; 2024Q4: 42,253 shares; 2025Q1: 41,757 shares; 2025Q2: 41,839 shares; 2025Q3: 39,401 shares; 2025Q4: 38,158 shares 38,158 $2.48M 0.28% -1,243 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: 11,025 shares; 2024Q4: 10,725 shares; 2025Q1: 13,194 shares; 2025Q2: 7,946 shares; 2025Q3: 7,998 shares; 2025Q4: 7,904 shares 7,904 $2.47M 0.28% -94 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: 3,172 shares; 2024Q4: 3,149 shares; 2025Q1: 3,200 shares; 2025Q2: 3,402 shares; 2025Q3: 3,601 shares; 2025Q4: 3,497 shares 3,497 $2.4M 0.27% -104 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,505 shares; 2024Q4: 6,523 shares; 2025Q1: 6,876 shares; 2025Q2: 7,130 shares; 2025Q3: 7,093 shares; 2025Q4: 7,471 shares 7,471 $2.34M 0.27% +378 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: 76,093 shares; 2024Q4: 79,010 shares; 2025Q1: 78,810 shares; 2025Q2: 101,165 shares; 2025Q3: 6,972 shares; 2025Q4: 15,982 shares 15,982 $2.3M 0.26% +9,010 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: 4,292 shares; 2024Q4: 4,001 shares; 2025Q1: 4,155 shares; 2025Q2: 4,525 shares; 2025Q3: 4,438 shares; 2025Q4: 4,349 shares 4,349 $2.12M 0.24% -89 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: 2,242 shares; 2024Q4: 2,539 shares; 2025Q1: 9,384 shares; 2025Q2: 6,025 shares; 2025Q3: 6,136 shares; 2025Q4: 6,141 shares 6,141 $2.06M 0.23% +5 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,012 shares; 2024Q4: 15,221 shares; 2025Q1: 15,481 shares; 2025Q2: 27,677 shares; 2025Q3: 33,290 shares; 2025Q4: 33,132 shares 33,132 $2.01M 0.23% -158 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,860 shares; 2024Q4: 9,889 shares; 2025Q1: 9,394 shares; 2025Q2: 9,265 shares; 2025Q3: 8,034 shares; 2025Q4: 8,030 shares 8,030 $2.01M 0.23% -4 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: 3,683 shares; 2024Q4: 3,701 shares; 2025Q1: 6,162 shares; 2025Q2: 5,032 shares; 2025Q3: 5,443 shares; 2025Q4: 5,602 shares 5,602 $1.94M 0.22% +159 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,319 shares; 2024Q4: 11,299 shares; 2025Q1: 11,284 shares; 2025Q2: 11,275 shares; 2025Q3: 10,827 shares; 2025Q4: 10,770 shares 10,770 $1.88M 0.21% -57 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,609 shares; 2024Q4: 7,533 shares; 2025Q1: 7,399 shares; 2025Q2: 7,539 shares; 2025Q3: 7,461 shares; 2025Q4: 7,386 shares 7,386 $1.87M 0.21% -75 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,016 shares; 2024Q4: 431,556 shares; 2025Q1: 36,816 shares; 2025Q2: 31,911 shares; 2025Q3: 30,644 shares; 2025Q4: 30,748 shares 30,748 $1.85M 0.21% +104 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: 1,754 shares; 2024Q4: 1,765 shares; 2025Q1: 2,055 shares; 2025Q2: 2,276 shares; 2025Q3: 2,495 shares; 2025Q4: 2,565 shares 2,565 $1.69M 0.19% +70 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: 14,820 shares; 2024Q4: 15,402 shares; 2025Q1: 14,671 shares; 2025Q2: 15,061 shares; 2025Q3: 14,637 shares; 2025Q4: 13,937 shares 13,937 $1.67M 0.19% -700 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,111 shares; 2024Q4: 29,474 shares; 2025Q1: 28,795 shares; 2025Q2: 28,719 shares; 2025Q3: 26,815 shares; 2025Q4: 26,504 shares 26,504 $1.55M 0.18% -311 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: 670,520 shares; 2024Q4: 1,205,502 shares; 2025Q1: 895,038 shares; 2025Q2: 1,051,949 shares; 2025Q3: 41,140 shares; 2025Q4: 34,508 shares 34,508 $1.53M 0.17% -6,632 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: 15,465 shares; 2024Q4: 15,591 shares; 2025Q1: 18,037 shares; 2025Q2: 20,454 shares; 2025Q3: 22,052 shares; 2025Q4: 22,586 shares 22,586 $1.52M 0.17% +534 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: 4,531 shares; 2024Q4: 4,444 shares; 2025Q1: 4,113 shares; 2025Q2: 4,101 shares; 2025Q3: 4,156 shares; 2025Q4: 4,099 shares 4,099 $1.32M 0.15% -57 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 11,413 shares; 2025Q1: 10,917 shares; 2025Q2: 10,873 shares; 2025Q3: 10,876 shares; 2025Q4: 10,878 shares 10,878 $1.3M 0.15% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,641 shares; 2024Q4: 18,420 shares; 2025Q1: 18,420 shares; 2025Q2: 17,920 shares; 2025Q3: 20,505 shares; 2025Q4: 19,912 shares 19,912 $1.29M 0.15% -593 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: 2,979 shares; 2024Q4: 2,739 shares; 2025Q1: 2,900 shares; 2025Q2: 2,859 shares; 2025Q3: 2,856 shares; 2025Q4: 2,687 shares 2,687 $1.27M 0.14% -169 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,967 shares; 2024Q4: 15,801 shares; 2025Q1: 14,884 shares; 2025Q2: 14,448 shares; 2025Q3: 14,297 shares; 2025Q4: 14,076 shares 14,076 $1.26M 0.14% -221 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,657 shares; 2024Q4: 27,462 shares; 2025Q1: 26,165 shares; 2025Q2: 25,389 shares; 2025Q3: 25,373 shares; 2025Q4: 25,320 shares 25,320 $1.15M 0.13% -53 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,944 shares; 2024Q4: 11,519 shares; 2025Q1: 11,602 shares; 2025Q2: 11,442 shares; 2025Q3: 11,022 shares; 2025Q4: 10,544 shares 10,544 $1.15M 0.13% -478 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: 11,370 shares; 2024Q4: 11,061 shares; 2025Q1: 11,028 shares; 2025Q2: 11,691 shares; 2025Q3: 11,729 shares; 2025Q4: 11,712 shares 11,712 $1.1M 0.13% -17 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,269 shares; 2024Q4: 4,325 shares; 2025Q1: 4,147 shares; 2025Q2: 4,169 shares; 2025Q3: 3,828 shares; 2025Q4: 3,770 shares 3,770 $1.09M 0.12% -58 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,645 shares; 2024Q4: 41,132 shares; 2025Q1: 41,013 shares; 2025Q2: 41,063 shares; 2025Q3: 41,294 shares; 2025Q4: 40,994 shares 40,994 $1.06M 0.12% -300 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,782 shares; 2024Q4: 9,651 shares; 2025Q1: 9,484 shares; 2025Q2: 9,470 shares; 2025Q3: 9,470 shares; 2025Q4: 9,470 shares 9,470 $985K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 2,852 shares; 2025Q4: 3,324 shares 3,324 $965K 0.11% +472 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,785 shares; 2025Q3: 14,719 shares; 2025Q4: 16,325 shares 16,325 $944K 0.11% +1,606 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,223 shares; 2024Q4: 11,919 shares; 2025Q1: 11,886 shares; 2025Q2: 11,809 shares; 2025Q3: 11,451 shares; 2025Q4: 11,386 shares 11,386 $939K 0.11% -65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,457 shares; 2024Q4: 5,731 shares; 2025Q1: 12,254 shares; 2025Q2: 9,956 shares; 2025Q3: 11,127 shares; 2025Q4: 9,200 shares 9,200 $934K 0.11% -1,927 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: 6,954 shares; 2024Q4: 26,962 shares; 2025Q1: 27,408 shares; 2025Q2: 27,219 shares; 2025Q3: 27,219 shares; 2025Q4: 27,664 shares 27,664 $902K 0.1% +445 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: 2,489 shares; 2024Q4: 1,755 shares; 2025Q1: 2,007 shares; 2025Q2: 1,748 shares; 2025Q3: 1,545 shares; 2025Q4: 1,309 shares 1,309 $882K 0.1% -236 Timeline IWR 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: 12,796 shares; 2024Q4: 12,511 shares; 2025Q1: 12,511 shares; 2025Q2: 12,511 shares; 2025Q3: 9,518 shares; 2025Q4: 9,112 shares 9,112 $877K 0.1% -406 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: 7,459 shares; 2024Q4: 7,819 shares; 2025Q1: 13,700 shares; 2025Q2: 14,977 shares; 2025Q3: 13,771 shares; 2025Q4: 15,565 shares 15,565 $837K 0.1% +1,794 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,628 shares; 2025Q1: 2,628 shares; 2025Q2: 2,628 shares; 2025Q3: 2,628 shares; 2025Q4: 2,628 shares 2,628 $827K 0.09% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,520 shares; 2024Q4: 12,951 shares; 2025Q1: 13,047 shares; 2025Q2: 10,408 shares; 2025Q3: 10,414 shares; 2025Q4: 10,421 shares 10,421 $817K 0.09% +7 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: 5,320 shares; 2024Q4: 5,320 shares; 2025Q1: 5,476 shares; 2025Q2: 3,352 shares; 2025Q3: 3,237 shares; 2025Q4: 3,558 shares 3,558 $813K 0.09% +321 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 2,012 shares; 2025Q1: 2,107 shares; 2025Q2: 2,385 shares; 2025Q3: 2,448 shares; 2025Q4: 2,574 shares 2,574 $782K 0.09% +126 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: 901 shares; 2024Q4: 1,330 shares; 2025Q1: 1,405 shares; 2025Q2: 1,780 shares; 2025Q3: 1,516 shares; 2025Q4: 1,681 shares 1,681 $756K 0.09% +165 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: 4,495 shares; 2024Q4: 4,275 shares; 2025Q1: 3,654 shares; 2025Q2: 3,619 shares; 2025Q3: 3,550 shares; 2025Q4: 3,556 shares 3,556 $736K 0.08% +6 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 3,431 shares; 2025Q3: 2,619 shares; 2025Q4: 2,916 shares 2,916 $718K 0.08% +297 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: 9,515 shares; 2024Q4: 19,420 shares; 2025Q1: 18,899 shares; 2025Q2: 19,459 shares; 2025Q3: 20,685 shares; 2025Q4: 29,752 shares 29,752 $715K 0.08% +9,067 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,791 shares; 2024Q4: 17,779 shares; 2025Q1: 16,889 shares; 2025Q2: 16,796 shares; 2025Q3: 18,429 shares; 2025Q4: 18,351 shares 18,351 $714K 0.08% -78 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: 7,025 shares; 2024Q4: 20,720 shares; 2025Q1: 25,993 shares; 2025Q2: 26,083 shares; 2025Q3: 26,083 shares; 2025Q4: 26,484 shares 26,484 $713K 0.08% +401 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: 949 shares; 2024Q4: 1,214 shares; 2025Q1: 1,402 shares; 2025Q2: 1,349 shares; 2025Q3: 1,438 shares; 2025Q4: 1,405 shares 1,405 $706K 0.08% -33 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,626 shares; 2024Q4: 11,959 shares; 2025Q1: 12,039 shares; 2025Q2: 10,823 shares; 2025Q3: 10,343 shares; 2025Q4: 11,078 shares 11,078 $692K 0.08% +735 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 5,263 shares; 2025Q1: 6,843 shares; 2025Q2: 8,781 shares; 2025Q3: 8,885 shares; 2025Q4: 9,114 shares 9,114 $688K 0.08% +229 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 6,949 shares; 2025Q1: 7,342 shares; 2025Q2: 7,232 shares; 2025Q3: 7,210 shares; 2025Q4: 7,210 shares 7,210 $678K 0.08% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,253 shares; 2025Q1: 4,170 shares; 2025Q2: 5,213 shares; 2025Q3: 5,477 shares; 2025Q4: 6,840 shares 6,840 $631K 0.07% +1,363 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: 1,298 shares; 2024Q4: 3,629 shares; 2025Q1: 3,327 shares; 2025Q2: 3,112 shares; 2025Q3: 3,344 shares; 2025Q4: 3,219 shares 3,219 $627K 0.07% -125 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,227 shares; 2025Q3: 9,196 shares; 2025Q4: 7,340 shares 7,340 $614K 0.07% -1,856 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: 1,833 shares; 2024Q4: 1,846 shares; 2025Q1: 1,841 shares; 2025Q2: 1,953 shares; 2025Q3: 1,947 shares; 2025Q4: 1,948 shares 1,948 $595K 0.07% +1 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,497 shares; 2025Q1: 1,499 shares; 2025Q2: 1,231 shares; 2025Q3: 1,244 shares; 2025Q4: 1,235 shares 1,235 $579K 0.07% -9 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,324 shares 6,324 $568K 0.06% new Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,178 shares; 2024Q4: 12,407 shares; 2025Q1: 12,542 shares; 2025Q2: 12,386 shares; 2025Q3: 12,822 shares; 2025Q4: 12,912 shares 12,912 $567K 0.06% +90 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: 5,596 shares; 2024Q4: 5,184 shares; 2025Q1: 5,171 shares; 2025Q2: 5,163 shares; 2025Q3: 5,486 shares; 2025Q4: 4,554 shares 4,554 $561K 0.06% -932 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,057 shares; 2025Q2: 1,699 shares; 2025Q3: 1,455 shares; 2025Q4: 1,467 shares 1,467 $550K 0.06% +12 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,373 shares; 2024Q4: 18,373 shares; 2025Q1: 9,930 shares; 2025Q2: 9,406 shares; 2025Q3: 9,452 shares; 2025Q4: 9,452 shares 9,452 $547K 0.06% 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: 646 shares; 2024Q4: 627 shares; 2025Q1: 665 shares; 2025Q2: 636 shares; 2025Q3: 522 shares; 2025Q4: 506 shares 506 $544K 0.06% -16 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: 3,213 shares; 2024Q4: 3,659 shares; 2025Q1: 4,954 shares; 2025Q2: 4,455 shares; 2025Q3: 4,602 shares; 2025Q4: 4,481 shares 4,481 $539K 0.06% -121 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: 5,800 shares; 2024Q4: 16,115 shares; 2025Q1: 16,115 shares; 2025Q2: 17,301 shares; 2025Q3: 17,301 shares; 2025Q4: 17,788 shares 17,788 $527K 0.06% +487 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: 706 shares; 2024Q4: 691 shares; 2025Q1: 807 shares; 2025Q2: 674 shares; 2025Q3: 606 shares; 2025Q4: 606 shares 606 $523K 0.06% 0 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: 6,420 shares; 2024Q4: 7,940 shares; 2025Q1: 8,398 shares; 2025Q2: 8,398 shares; 2025Q3: 8,398 shares; 2025Q4: 11,394 shares 11,394 $500K 0.06% +2,996 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: 3,067 shares; 2024Q4: 2,612 shares; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares; 2025Q3: 2,612 shares; 2025Q4: 2,612 shares 2,612 $499K 0.06% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,405 shares; 2025Q1: 2,279 shares; 2025Q2: 1,845 shares; 2025Q3: 1,492 shares; 2025Q4: 1,325 shares 1,325 $465K 0.05% -167 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 3,420 shares; 2025Q1: 3,420 shares; 2025Q2: 3,420 shares; 2025Q3: 3,420 shares; 2025Q4: 3,420 shares 3,420 $450K 0.05% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,154 shares; 2025Q3: 28,173 shares; 2025Q4: 16,858 shares 16,858 $446K 0.05% -11,315 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: 426 shares; 2024Q4: 511 shares; 2025Q1: 576 shares; 2025Q2: 510 shares; 2025Q3: 527 shares; 2025Q4: 4,636 shares 4,636 $435K 0.05% +4,109 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,588 shares; 2025Q1: 2,632 shares; 2025Q2: 2,595 shares; 2025Q3: 2,593 shares; 2025Q4: 2,586 shares 2,586 $415K 0.05% -7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,819 shares; 2024Q4: 8,819 shares; 2025Q1: 8,819 shares; 2025Q2: 8,819 shares; 2025Q3: 8,819 shares; 2025Q4: 8,819 shares 8,819 $411K 0.05% 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: 1,516 shares; 2024Q4: 1,501 shares; 2025Q1: 1,538 shares; 2025Q2: 739 shares; 2025Q3: 727 shares; 2025Q4: 717 shares 717 $409K 0.05% -10 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 4,415 shares; 2025Q1: 2,986 shares; 2025Q2: 2,986 shares; 2025Q3: 2,958 shares; 2025Q4: 2,958 shares 2,958 $404K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: 11,583 shares; 2025Q1: 12,764 shares; 2025Q2: 13,001 shares; 2025Q3: 13,043 shares; 2025Q4: 13,043 shares 13,043 $392K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 3,368 shares; 2025Q1: 3,659 shares; 2025Q2: 3,615 shares; 2025Q3: 3,668 shares; 2025Q4: 3,726 shares 3,726 $392K 0.04% +58 Timeline EFAV 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: 4,967 shares; 2024Q4: 5,078 shares; 2025Q1: 5,251 shares; 2025Q2: 4,596 shares; 2025Q3: 4,557 shares; 2025Q4: 4,534 shares 4,534 $391K 0.04% -23 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: 7,195 shares; 2024Q4: 7,140 shares; 2025Q1: 7,197 shares; 2025Q2: 2,312 shares; 2025Q3: 2,399 shares; 2025Q4: 2,122 shares 2,122 $389K 0.04% -277 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,932 shares; 2025Q1: 1,345 shares; 2025Q2: 1,341 shares; 2025Q3: 1,339 shares; 2025Q4: 1,309 shares 1,309 $388K 0.04% -30 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: 3,503 shares; 2024Q4: 4,479 shares; 2025Q1: 4,783 shares; 2025Q2: 4,788 shares; 2025Q3: 3,275 shares; 2025Q4: 3,447 shares 3,447 $384K 0.04% +172 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,022 shares; 2025Q1: 3,055 shares; 2025Q2: 3,052 shares; 2025Q3: 2,982 shares; 2025Q4: 2,963 shares 2,963 $382K 0.04% -19 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,664 shares; 2024Q4: 9,319 shares; 2025Q1: 9,553 shares; 2025Q2: 8,026 shares; 2025Q3: 7,942 shares; 2025Q4: 7,952 shares 7,952 $377K 0.04% +10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,438 shares; 2024Q4: 12,378 shares; 2025Q1: 10,304 shares; 2025Q2: 9,648 shares; 2025Q3: 9,326 shares; 2025Q4: 9,250 shares 9,250 $373K 0.04% -76 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: 2,867 shares; 2024Q4: 2,791 shares; 2025Q1: 2,627 shares; 2025Q2: 2,805 shares; 2025Q3: 2,587 shares; 2025Q4: 2,600 shares 2,600 $373K 0.04% +13 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,072 shares; 2025Q1: not reported; 2025Q2: 2,721 shares; 2025Q3: 2,087 shares; 2025Q4: 2,310 shares 2,310 $372K 0.04% +223 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: 7,300 shares; 2024Q4: 7,260 shares; 2025Q1: 6,983 shares; 2025Q2: 6,983 shares; 2025Q3: 6,967 shares; 2025Q4: 8,887 shares 8,887 $371K 0.04% +1,920 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: 2,406 shares; 2024Q4: 2,315 shares; 2025Q1: 2,486 shares; 2025Q2: 1,670 shares; 2025Q3: 1,128 shares; 2025Q4: 1,061 shares 1,061 $365K 0.04% -67 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 3,890 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,879 shares; 2025Q4: 2,087 shares 2,087 $360K 0.04% -792 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 379 shares; 2025Q1: 375 shares; 2025Q2: 320 shares; 2025Q3: 334 shares; 2025Q4: 436 shares 436 $358K 0.04% +102 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,116 shares; 2024Q4: 7,116 shares; 2025Q1: 7,116 shares; 2025Q2: 7,116 shares; 2025Q3: 7,116 shares; 2025Q4: 7,116 shares 7,116 $355K 0.04% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,303 shares; 2024Q4: 6,188 shares; 2025Q1: 6,149 shares; 2025Q2: 3,284 shares; 2025Q3: 3,201 shares; 2025Q4: 2,622 shares 2,622 $354K 0.04% -579 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,313 shares; 2024Q4: 12,975 shares; 2025Q1: 12,895 shares; 2025Q2: 8,010 shares; 2025Q3: 8,025 shares; 2025Q4: 7,965 shares 7,965 $352K 0.04% -60 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 1,083 shares; 2025Q1: 1,091 shares; 2025Q2: 1,021 shares; 2025Q3: 1,116 shares; 2025Q4: 1,275 shares 1,275 $351K 0.04% +159 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: 5,347 shares; 2024Q4: 4,510 shares; 2025Q1: 3,671 shares; 2025Q2: 3,549 shares; 2025Q3: 3,070 shares; 2025Q4: 3,060 shares 3,060 $348K 0.04% -10 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 896 shares; 2025Q1: 829 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares 823 $347K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 5,636 shares; 2025Q1: 5,491 shares; 2025Q2: 5,174 shares; 2025Q3: 4,915 shares; 2025Q4: 4,878 shares 4,878 $339K 0.04% -37 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 506 shares 506 $331K 0.04% new 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: 6,630 shares; 2024Q4: 7,515 shares; 2025Q1: 7,617 shares; 2025Q2: 6,155 shares; 2025Q3: 5,909 shares; 2025Q4: 5,888 shares 5,888 $324K 0.04% -21 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: 2,122 shares; 2024Q4: 2,146 shares; 2025Q1: 2,015 shares; 2025Q2: 1,992 shares; 2025Q3: 1,992 shares; 2025Q4: 1,922 shares 1,922 $323K 0.04% -70 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 424 shares; 2025Q3: 423 shares; 2025Q4: 423 shares 423 $319K 0.04% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,065 shares; 2025Q1: 2,127 shares; 2025Q2: 2,100 shares; 2025Q3: 2,058 shares; 2025Q4: 2,063 shares 2,063 $317K 0.04% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,310 shares; 2024Q4: 5,310 shares; 2025Q1: 5,310 shares; 2025Q2: 5,310 shares; 2025Q3: 5,310 shares; 2025Q4: 5,310 shares 5,310 $316K 0.04% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 1,974 shares; 2025Q1: 1,793 shares; 2025Q2: 1,637 shares; 2025Q3: 1,632 shares; 2025Q4: 1,355 shares 1,355 $310K 0.04% -277 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 1,205 shares; 2025Q2: 1,203 shares; 2025Q3: 1,201 shares; 2025Q4: 1,204 shares 1,204 $310K 0.04% +3 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 4,553 shares; 2025Q2: 2,513 shares; 2025Q3: 2,648 shares; 2025Q4: 2,635 shares 2,635 $307K 0.04% -13 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 307 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 298 shares; 2025Q4: 287 shares 287 $307K 0.03% -11 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 128 shares; 2025Q1: 184 shares; 2025Q2: 179 shares; 2025Q3: 151 shares; 2025Q4: 150 shares 150 $302K 0.03% -1 Timeline USXF 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: 5,681 shares; 2024Q4: 5,386 shares; 2025Q1: 5,308 shares; 2025Q2: 5,300 shares; 2025Q3: 5,198 shares; 2025Q4: 5,181 shares 5,181 $298K 0.03% -17 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,432 shares; 2024Q4: 4,414 shares; 2025Q1: 4,460 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares 4,460 $297K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 233 shares; 2025Q3: 236 shares; 2025Q4: 244 shares 244 $296K 0.03% +8 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,355 shares; 2025Q1: 2,389 shares; 2025Q2: 2,425 shares; 2025Q3: 2,380 shares; 2025Q4: 2,380 shares 2,380 $292K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,122 shares; 2025Q1: 1,143 shares; 2025Q2: 1,171 shares; 2025Q3: 1,193 shares; 2025Q4: 1,205 shares 1,205 $291K 0.03% +12 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,716 shares; 2025Q2: 10,706 shares; 2025Q3: 11,526 shares; 2025Q4: 10,964 shares 10,964 $288K 0.03% -562 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,101 shares; 2025Q1: 1,157 shares; 2025Q2: 1,130 shares; 2025Q3: 1,225 shares; 2025Q4: 1,259 shares 1,259 $287K 0.03% +34 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,801 shares; 2025Q4: 3,041 shares 3,041 $283K 0.03% +240 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,641 shares; 2025Q1: 2,641 shares; 2025Q2: 3,060 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares 3,060 $283K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,193 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares 1,013 $281K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 641 shares; 2025Q1: 591 shares; 2025Q2: 569 shares; 2025Q3: 531 shares; 2025Q4: 534 shares 534 $279K 0.03% +3 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,477 shares; 2025Q1: 2,369 shares; 2025Q2: 850 shares; 2025Q3: 868 shares; 2025Q4: 893 shares 893 $279K 0.03% +25 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,261 shares; 2025Q1: 3,261 shares; 2025Q2: 3,261 shares; 2025Q3: 3,261 shares; 2025Q4: 6,522 shares 6,522 $278K 0.03% +3,261 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares 1,536 $277K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,711 shares; 2025Q1: 2,706 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares 3,250 $275K 0.03% 0 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: 632 shares; 2024Q4: 554 shares; 2025Q1: 556 shares; 2025Q2: 632 shares; 2025Q3: 465 shares; 2025Q4: 467 shares 467 $271K 0.03% +2 Timeline EFG 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: 2,616 shares; 2024Q4: 2,332 shares; 2025Q1: 2,328 shares; 2025Q2: 2,324 shares; 2025Q3: 2,469 shares; 2025Q4: 2,372 shares 2,372 $270K 0.03% -97 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,523 shares; 2025Q4: 1,611 shares 1,611 $268K 0.03% +88 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,570 shares; 2025Q4: 1,910 shares 1,910 $266K 0.03% +340 Timeline PUSH PGIM ETF TR More: the full row for PGIM 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: not reported; 2025Q3: not reported; 2025Q4: 5,240 shares 5,240 $264K 0.03% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 833 shares; 2025Q4: 828 shares 828 $264K 0.03% -5 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 3,741 shares; 2025Q1: not reported; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares; 2025Q4: 2,430 shares 2,430 $264K 0.03% -291 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,921 shares; 2025Q2: 1,882 shares; 2025Q3: 2,305 shares; 2025Q4: 2,066 shares 2,066 $264K 0.03% -239 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 4,621 shares; 2025Q1: 4,738 shares; 2025Q2: 4,770 shares; 2025Q3: 4,889 shares; 2025Q4: 4,865 shares 4,865 $262K 0.03% -24 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,524 shares 13,524 $261K 0.03% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,765 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 1,860 shares 1,860 $259K 0.03% +45 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: 2,250 shares; 2024Q4: 2,392 shares; 2025Q1: 1,944 shares; 2025Q2: 2,064 shares; 2025Q3: 1,998 shares; 2025Q4: 2,061 shares 2,061 $258K 0.03% +63 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 3,556 shares; 2025Q1: 3,567 shares; 2025Q2: 3,572 shares; 2025Q3: 3,487 shares; 2025Q4: 3,478 shares 3,478 $258K 0.03% -9 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,969 shares; 2025Q1: 1,816 shares; 2025Q2: 1,643 shares; 2025Q3: 1,384 shares; 2025Q4: 1,434 shares 1,434 $255K 0.03% +50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,401 shares; 2025Q4: 9,534 shares 9,534 $254K 0.03% +1,133 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 4,568 shares; 2025Q1: 4,568 shares; 2025Q2: 4,434 shares; 2025Q3: 4,434 shares; 2025Q4: 4,448 shares 4,448 $253K 0.03% +14 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 809 shares; 2025Q3: 815 shares; 2025Q4: 817 shares 817 $252K 0.03% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,357 shares 5,357 $249K 0.03% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,907 shares; 2025Q4: 1,911 shares 1,911 $244K 0.03% +4 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,514 shares 3,514 $244K 0.03% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 468 shares; 2025Q4: 425 shares 425 $243K 0.03% -43 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,927 shares; 2025Q2: 1,944 shares; 2025Q3: 2,000 shares; 2025Q4: 2,062 shares 2,062 $242K 0.03% +62 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 774 shares; 2025Q4: 678 shares 678 $240K 0.03% -96 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,362 shares; 2025Q2: 5,382 shares; 2025Q3: 5,375 shares; 2025Q4: 5,374 shares 5,374 $238K 0.03% -1 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 871 shares; 2025Q2: not reported; 2025Q3: 1,120 shares; 2025Q4: 1,265 shares 1,265 $235K 0.03% +145 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 345 shares; 2025Q4: 403 shares 403 $234K 0.03% +58 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 3,264 shares; 2025Q1: 3,264 shares; 2025Q2: 3,264 shares; 2025Q3: 3,264 shares; 2025Q4: 3,264 shares 3,264 $233K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,300 shares; 2024Q4: 16,300 shares; 2025Q1: 16,300 shares; 2025Q2: 19,300 shares; 2025Q3: 19,300 shares; 2025Q4: 19,300 shares 19,300 $231K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,058 shares; 2024Q4: 3,886 shares; 2025Q1: 3,462 shares; 2025Q2: 3,282 shares; 2025Q3: 3,282 shares; 2025Q4: 3,282 shares 3,282 $229K 0.03% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 593 shares; 2025Q3: 605 shares; 2025Q4: 634 shares 634 $226K 0.03% +29 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,042 shares 1,042 $226K 0.03% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 4,292 shares; 2025Q1: 4,277 shares; 2025Q2: not reported; 2025Q3: 2,021 shares; 2025Q4: 2,240 shares 2,240 $221K 0.03% +219 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 652 shares; 2025Q4: 655 shares 655 $221K 0.03% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 39 shares; 2025Q3: 38 shares; 2025Q4: 41 shares 41 $220K 0.03% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,450 shares; 2025Q3: 8,469 shares; 2025Q4: 8,469 shares 8,469 $218K 0.02% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,212 shares 3,212 $217K 0.02% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,037 shares; 2025Q4: 3,365 shares 3,365 $216K 0.02% +328 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 412 shares; 2025Q4: 423 shares 423 $216K 0.02% +11 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: 1,713 shares; 2024Q4: 1,710 shares; 2025Q1: 961 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares 444 $215K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 382 shares; 2025Q2: 386 shares; 2025Q3: 321 shares; 2025Q4: 321 shares 321 $212K 0.02% 0 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: 665 shares; 2024Q4: 585 shares; 2025Q1: 559 shares; 2025Q2: 554 shares; 2025Q3: 553 shares; 2025Q4: 552 shares 552 $212K 0.02% -1 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 973 shares 973 $211K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3,999 shares; 2025Q1: 3,999 shares; 2025Q2: 3,999 shares; 2025Q3: 4,021 shares; 2025Q4: 4,021 shares 4,021 $211K 0.02% 0 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: 3,916 shares; 2024Q4: 5,932 shares; 2025Q1: 5,423 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,874 shares 2,874 $209K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397 shares; 2025Q4: 328 shares 328 $206K 0.02% -69 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: not reported; 2024Q4: not reported; 2025Q1: 19,597 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,364 shares 4,364 $205K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,679 shares 4,679 $203K 0.02% new Timeline