SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,014,851 shares; 2024Q4: 2,035,009 shares; 2025Q1: 2,099,827 shares; 2025Q2: 2,144,071 shares; 2025Q3: 2,206,743 shares; 2025Q4: 2,282,022 shares 2,282,022 $58.8M 6.11% +75,279 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: 340,804 shares; 2024Q4: 309,833 shares; 2025Q1: 308,743 shares; 2025Q2: 307,699 shares; 2025Q3: 254,977 shares; 2025Q4: 248,721 shares 248,721 $46.4M 4.82% -6,256 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: 122,364 shares; 2024Q4: 121,139 shares; 2025Q1: 123,350 shares; 2025Q2: 125,408 shares; 2025Q3: 123,869 shares; 2025Q4: 121,288 shares 121,288 $38M 3.95% -2,581 Timeline GSEW 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: 316,156 shares; 2024Q4: 310,391 shares; 2025Q1: 315,121 shares; 2025Q2: 405,426 shares; 2025Q3: 410,398 shares; 2025Q4: 425,038 shares 425,038 $36.2M 3.76% +14,640 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,439 shares; 2024Q4: 178,120 shares; 2025Q1: 183,660 shares; 2025Q2: 359,995 shares; 2025Q3: 374,003 shares; 2025Q4: 383,659 shares 383,659 $32.1M 3.34% +9,656 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: 86,245 shares; 2024Q4: 85,258 shares; 2025Q1: 88,211 shares; 2025Q2: 95,148 shares; 2025Q3: 100,402 shares; 2025Q4: 102,132 shares 102,132 $27.8M 2.89% +1,730 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,963 shares; 2024Q4: 573,818 shares; 2025Q1: 590,453 shares; 2025Q2: 594,414 shares; 2025Q3: 612,143 shares; 2025Q4: 622,880 shares 622,880 $27.6M 2.87% +10,737 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: 117,248 shares; 2024Q4: 115,121 shares; 2025Q1: 116,342 shares; 2025Q2: 117,840 shares; 2025Q3: 117,533 shares; 2025Q4: 117,592 shares 117,592 $27.1M 2.82% +59 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: 41,184 shares; 2024Q4: 41,174 shares; 2025Q1: 42,586 shares; 2025Q2: 53,550 shares; 2025Q3: 53,896 shares; 2025Q4: 54,762 shares 54,762 $26.5M 2.75% +866 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: 299,863 shares; 2024Q4: 887,907 shares; 2025Q1: 888,323 shares; 2025Q2: 898,858 shares; 2025Q3: 899,223 shares; 2025Q4: 913,151 shares 913,151 $24M 2.49% +13,928 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,528 shares; 2024Q4: 227,520 shares; 2025Q1: 226,950 shares; 2025Q2: 228,747 shares; 2025Q3: 227,562 shares; 2025Q4: 229,207 shares 229,207 $19.2M 2% +1,645 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,359 shares; 2024Q4: 236,572 shares; 2025Q1: 240,921 shares; 2025Q2: 239,492 shares; 2025Q3: 245,828 shares; 2025Q4: 242,244 shares 242,244 $18.3M 1.9% -3,584 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,674 shares; 2024Q4: 262,716 shares; 2025Q1: 412,134 shares; 2025Q2: 421,560 shares; 2025Q3: 479,207 shares; 2025Q4: 486,895 shares 486,895 $17.8M 1.85% +7,688 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: 279,050 shares; 2024Q4: 275,987 shares; 2025Q1: 280,780 shares; 2025Q2: 285,131 shares; 2025Q3: 287,398 shares; 2025Q4: 297,237 shares 297,237 $16.9M 1.76% +9,839 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,379 shares; 2024Q4: 73,152 shares; 2025Q1: 76,812 shares; 2025Q2: 78,455 shares; 2025Q3: 77,707 shares; 2025Q4: 74,904 shares 74,904 $16M 1.67% -2,803 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: 31,924 shares; 2024Q4: 31,620 shares; 2025Q1: 32,735 shares; 2025Q2: 33,909 shares; 2025Q3: 34,453 shares; 2025Q4: 45,160 shares 45,160 $15.1M 1.57% +10,707 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,450 shares; 2024Q4: 142,045 shares; 2025Q1: 145,184 shares; 2025Q2: 146,650 shares; 2025Q3: 146,990 shares; 2025Q4: 148,590 shares 148,590 $14.8M 1.54% +1,600 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,460 shares; 2024Q4: 37,002 shares; 2025Q1: 39,687 shares; 2025Q2: 42,120 shares; 2025Q3: 61,555 shares; 2025Q4: 62,595 shares 62,595 $14.3M 1.49% +1,040 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: 233,398 shares; 2024Q4: 231,314 shares; 2025Q1: 235,603 shares; 2025Q2: 238,774 shares; 2025Q3: 238,569 shares; 2025Q4: 239,496 shares 239,496 $13.2M 1.37% +927 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: 11,010 shares; 2024Q4: 10,880 shares; 2025Q1: 11,083 shares; 2025Q2: 11,322 shares; 2025Q3: 11,566 shares; 2025Q4: 11,699 shares 11,699 $12.6M 1.31% +133 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,409 shares; 2024Q4: 257,784 shares; 2025Q1: 266,513 shares; 2025Q2: 275,466 shares; 2025Q3: 308,955 shares; 2025Q4: 314,079 shares 314,079 $12.1M 1.26% +5,124 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,607 shares; 2024Q4: 293,341 shares; 2025Q1: 300,204 shares; 2025Q2: 300,211 shares; 2025Q3: 309,118 shares; 2025Q4: 305,250 shares 305,250 $12.1M 1.26% -3,868 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: 5,454 shares; 2024Q4: 5,506 shares; 2025Q1: 22,175 shares; 2025Q2: 22,682 shares; 2025Q3: 26,169 shares; 2025Q4: 23,765 shares 23,765 $11.5M 1.2% -2,404 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,669 shares; 2024Q4: 8,814 shares; 2025Q1: 9,605 shares; 2025Q2: 67,705 shares; 2025Q3: 68,427 shares; 2025Q4: 70,558 shares 70,558 $10.2M 1.06% +2,131 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: 27,978 shares; 2024Q4: 27,876 shares; 2025Q1: 28,259 shares; 2025Q2: 28,611 shares; 2025Q3: 29,874 shares; 2025Q4: 30,423 shares 30,423 $9.8M 1.02% +549 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,600 shares; 2024Q4: 42,345 shares; 2025Q1: 43,660 shares; 2025Q2: 44,312 shares; 2025Q3: 44,660 shares; 2025Q4: 46,353 shares 46,353 $9.04M 0.94% +1,693 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,482 shares; 2024Q4: 227,933 shares; 2025Q1: 146,107 shares; 2025Q2: 147,221 shares; 2025Q3: 148,182 shares; 2025Q4: 149,491 shares 149,491 $8.99M 0.93% +1,309 Timeline GSSC 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: 173,375 shares; 2024Q4: 175,669 shares; 2025Q1: 180,658 shares; 2025Q2: 109,821 shares; 2025Q3: 109,354 shares; 2025Q4: 117,447 shares 117,447 $8.88M 0.92% +8,093 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: 9,476 shares; 2024Q4: 9,348 shares; 2025Q1: 9,603 shares; 2025Q2: 9,503 shares; 2025Q3: 9,759 shares; 2025Q4: 10,065 shares 10,065 $8.68M 0.9% +306 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,270 shares; 2025Q1: 47,271 shares; 2025Q2: 51,051 shares; 2025Q3: 62,884 shares; 2025Q4: 63,059 shares 63,059 $8.26M 0.86% +175 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: 26,921 shares; 2024Q4: 25,245 shares; 2025Q1: 25,386 shares; 2025Q2: 24,985 shares; 2025Q3: 24,346 shares; 2025Q4: 23,736 shares 23,736 $8.21M 0.85% -610 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: 8,961 shares; 2024Q4: 8,826 shares; 2025Q1: 9,058 shares; 2025Q2: 9,342 shares; 2025Q3: 9,738 shares; 2025Q4: 9,838 shares 9,838 $6.49M 0.68% +100 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: 13,657 shares; 2024Q4: 13,611 shares; 2025Q1: 14,009 shares; 2025Q2: 14,509 shares; 2025Q3: 15,130 shares; 2025Q4: 15,174 shares 15,174 $6.4M 0.67% +44 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,320 shares; 2024Q4: 14,904 shares; 2025Q1: 14,936 shares; 2025Q2: 15,053 shares; 2025Q3: 15,555 shares; 2025Q4: 15,621 shares 15,621 $6.08M 0.63% +66 Timeline GVIP 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: 29,612 shares; 2024Q4: 30,587 shares; 2025Q1: 32,267 shares; 2025Q2: 34,787 shares; 2025Q3: 33,464 shares; 2025Q4: 38,651 shares 38,651 $5.99M 0.62% +5,187 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: 13,828 shares; 2024Q4: 13,651 shares; 2025Q1: 28,939 shares; 2025Q2: 29,979 shares; 2025Q3: 30,414 shares; 2025Q4: 30,423 shares 30,423 $5.93M 0.62% +9 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: 4,721 shares; 2024Q4: 4,522 shares; 2025Q1: 4,540 shares; 2025Q2: 4,603 shares; 2025Q3: 4,670 shares; 2025Q4: 4,667 shares 4,667 $5.67M 0.59% -3 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: not reported; 2024Q4: 13,936 shares; 2025Q1: 14,996 shares; 2025Q2: 17,664 shares; 2025Q3: 19,149 shares; 2025Q4: 22,399 shares 22,399 $5.67M 0.59% +3,250 Timeline SHY 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: 55,603 shares; 2024Q4: 57,283 shares; 2025Q1: 54,516 shares; 2025Q2: 60,435 shares; 2025Q3: 65,346 shares; 2025Q4: 68,280 shares 68,280 $5.65M 0.59% +2,934 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: 46,635 shares; 2024Q4: 46,410 shares; 2025Q1: 15,710 shares; 2025Q2: 15,488 shares; 2025Q3: 15,696 shares; 2025Q4: 16,051 shares 16,051 $5.63M 0.59% +355 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: 16,299 shares; 2024Q4: 16,377 shares; 2025Q1: 17,091 shares; 2025Q2: 18,260 shares; 2025Q3: 18,541 shares; 2025Q4: 18,219 shares 18,219 $5.55M 0.58% -322 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: 11,744 shares; 2024Q4: 12,335 shares; 2025Q1: 13,213 shares; 2025Q2: 14,668 shares; 2025Q3: 15,055 shares; 2025Q4: 18,071 shares 18,071 $5.24M 0.55% +3,016 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: 30,991 shares; 2024Q4: 30,863 shares; 2025Q1: 30,989 shares; 2025Q2: 49,950 shares; 2025Q3: 51,511 shares; 2025Q4: 52,841 shares 52,841 $4.92M 0.51% +1,330 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,773 shares; 2024Q4: 17,154 shares; 2025Q1: 17,466 shares; 2025Q2: 17,856 shares; 2025Q3: 17,736 shares; 2025Q4: 17,317 shares 17,317 $4.78M 0.5% -419 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: 4,939 shares; 2024Q4: 4,855 shares; 2025Q1: 4,933 shares; 2025Q2: 4,991 shares; 2025Q3: 4,979 shares; 2025Q4: 50,323 shares 50,323 $4.72M 0.49% +45,344 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 5,140 shares; 2025Q1: 5,174 shares; 2025Q2: 5,231 shares; 2025Q3: 4,623 shares; 2025Q4: 5,337 shares 5,337 $4.69M 0.49% +714 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,906 shares; 2025Q1: 5,040 shares; 2025Q2: 4,018 shares; 2025Q3: 4,174 shares; 2025Q4: 4,207 shares 4,207 $4.5M 0.47% +33 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: 6,247 shares; 2024Q4: 6,363 shares; 2025Q1: 6,693 shares; 2025Q2: 6,984 shares; 2025Q3: 7,396 shares; 2025Q4: 7,787 shares 7,787 $4.46M 0.46% +391 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,627 shares; 2024Q4: 10,522 shares; 2025Q1: 10,717 shares; 2025Q2: 11,189 shares; 2025Q3: 11,728 shares; 2025Q4: 11,802 shares 11,802 $4.37M 0.45% +74 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,285 shares; 2024Q4: 14,931 shares; 2025Q1: 16,183 shares; 2025Q2: 16,740 shares; 2025Q3: 22,656 shares; 2025Q4: 23,648 shares 23,648 $4.36M 0.45% +992 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,883 shares; 2024Q4: 75,173 shares; 2025Q1: 71,510 shares; 2025Q2: 79,310 shares; 2025Q3: 85,765 shares; 2025Q4: 89,675 shares 89,675 $4.24M 0.44% +3,910 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,182 shares; 2024Q4: 10,220 shares; 2025Q1: 10,611 shares; 2025Q2: 11,353 shares; 2025Q3: 12,244 shares; 2025Q4: 12,625 shares 12,625 $4.13M 0.43% +381 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,647 shares; 2024Q4: 18,770 shares; 2025Q1: 20,077 shares; 2025Q2: 21,687 shares; 2025Q3: 22,584 shares; 2025Q4: 23,897 shares 23,897 $4.09M 0.43% +1,313 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: 11,034 shares; 2024Q4: 11,053 shares; 2025Q1: 11,347 shares; 2025Q2: 11,740 shares; 2025Q3: 12,437 shares; 2025Q4: 12,496 shares 12,496 $3.7M 0.38% +59 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: 5,627 shares; 2024Q4: 5,619 shares; 2025Q1: 5,756 shares; 2025Q2: 5,916 shares; 2025Q3: 6,188 shares; 2025Q4: 6,360 shares 6,360 $3.63M 0.38% +172 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,249 shares; 2024Q4: 7,021 shares; 2025Q1: 7,142 shares; 2025Q2: 7,396 shares; 2025Q3: 7,155 shares; 2025Q4: 7,358 shares 7,358 $3.61M 0.38% +203 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,306 shares; 2024Q4: 18,815 shares; 2025Q1: 19,537 shares; 2025Q2: 20,875 shares; 2025Q3: 22,048 shares; 2025Q4: 22,707 shares 22,707 $3.5M 0.36% +659 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: 19,008 shares; 2024Q4: 19,960 shares; 2025Q1: 21,299 shares; 2025Q2: 27,732 shares; 2025Q3: 28,033 shares; 2025Q4: 30,176 shares 30,176 $3.37M 0.35% +2,143 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 58,907 shares; 2025Q2: 142,629 shares; 2025Q3: 157,527 shares; 2025Q4: 164,958 shares 164,958 $3.34M 0.35% +7,431 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,016 shares; 2024Q4: 31,966 shares; 2025Q1: 32,742 shares; 2025Q2: 34,571 shares; 2025Q3: 36,868 shares; 2025Q4: 38,180 shares 38,180 $3.33M 0.35% +1,312 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,045 shares; 2024Q4: 11,784 shares; 2025Q1: 11,742 shares; 2025Q2: 11,741 shares; 2025Q3: 11,935 shares; 2025Q4: 12,000 shares 12,000 $3.25M 0.34% +65 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY 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: 37,772 shares; 2025Q4: 38,036 shares 38,036 $3.23M 0.34% +264 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,315 shares; 2025Q3: 36,414 shares; 2025Q4: 36,596 shares 36,596 $3.2M 0.33% +182 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,009 shares; 2024Q4: 17,049 shares; 2025Q1: 17,603 shares; 2025Q2: 19,170 shares; 2025Q3: 21,276 shares; 2025Q4: 22,264 shares 22,264 $3.19M 0.33% +988 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY 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: 10,379 shares; 2025Q4: 10,813 shares 10,813 $3.09M 0.32% +434 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,531 shares; 2024Q4: 5,481 shares; 2025Q1: 5,685 shares; 2025Q2: 5,994 shares; 2025Q3: 6,308 shares; 2025Q4: 6,611 shares 6,611 $3.08M 0.32% +303 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,122 shares; 2024Q4: 110,984 shares; 2025Q1: 166,847 shares; 2025Q2: 149,593 shares; 2025Q3: 142,810 shares; 2025Q4: 134,613 shares 134,613 $2.95M 0.31% -8,197 Timeline FTSM 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: 38,840 shares; 2024Q4: 39,860 shares; 2025Q1: 37,628 shares; 2025Q2: 41,723 shares; 2025Q3: 45,148 shares; 2025Q4: 47,316 shares 47,316 $2.84M 0.29% +2,168 Timeline SCHO 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: 47,234 shares; 2024Q4: 97,338 shares; 2025Q1: 92,566 shares; 2025Q2: 102,660 shares; 2025Q3: 111,038 shares; 2025Q4: 116,233 shares 116,233 $2.83M 0.29% +5,195 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,617 shares; 2024Q4: 46,988 shares; 2025Q1: 44,694 shares; 2025Q2: 49,639 shares; 2025Q3: 53,720 shares; 2025Q4: 56,149 shares 56,149 $2.83M 0.29% +2,429 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,652 shares; 2024Q4: 8,659 shares; 2025Q1: 8,552 shares; 2025Q2: 8,543 shares; 2025Q3: 8,728 shares; 2025Q4: 10,920 shares 10,920 $2.81M 0.29% +2,192 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,462 shares; 2024Q4: 13,485 shares; 2025Q1: 13,545 shares; 2025Q2: 13,568 shares; 2025Q3: 10,830 shares; 2025Q4: 13,110 shares 13,110 $2.74M 0.28% +2,280 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,222 shares; 2024Q4: 11,396 shares; 2025Q1: 11,853 shares; 2025Q2: 12,742 shares; 2025Q3: 13,475 shares; 2025Q4: 13,762 shares 13,762 $2.72M 0.28% +287 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,074 shares; 2024Q4: 79,396 shares; 2025Q1: 75,478 shares; 2025Q2: 69,659 shares; 2025Q3: not reported; 2025Q4: 78,241 shares 78,241 $2.72M 0.28% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,191 shares; 2024Q4: 27,139 shares; 2025Q1: 28,837 shares; 2025Q2: 31,436 shares; 2025Q3: 34,627 shares; 2025Q4: 35,743 shares 35,743 $2.63M 0.27% +1,116 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,942 shares; 2025Q1: 56,841 shares; 2025Q2: 51,562 shares; 2025Q3: not reported; 2025Q4: 66,757 shares 66,757 $2.6M 0.27% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,969 shares; 2024Q4: 10,901 shares; 2025Q1: 11,171 shares; 2025Q2: 11,683 shares; 2025Q3: 12,428 shares; 2025Q4: 12,822 shares 12,822 $2.6M 0.27% +394 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: 7,994 shares; 2024Q4: 7,885 shares; 2025Q1: 8,289 shares; 2025Q2: 8,823 shares; 2025Q3: 9,553 shares; 2025Q4: 10,588 shares 10,588 $2.55M 0.27% +1,035 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,942 shares; 2024Q4: 15,100 shares; 2025Q1: 15,881 shares; 2025Q2: 17,096 shares; 2025Q3: 18,347 shares; 2025Q4: 18,927 shares 18,927 $2.51M 0.26% +580 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: 1,459 shares; 2024Q4: 1,589 shares; 2025Q1: 1,887 shares; 2025Q2: 2,055 shares; 2025Q3: 2,168 shares; 2025Q4: 2,289 shares 2,289 $2.45M 0.25% +121 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,497 shares; 2024Q4: 2,909 shares; 2025Q1: 2,877 shares; 2025Q2: 2,918 shares; 2025Q3: 2,992 shares; 2025Q4: 2,999 shares 2,999 $2.43M 0.25% +7 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 962 shares; 2025Q1: 2,620 shares; 2025Q2: 2,746 shares; 2025Q3: 2,903 shares; 2025Q4: 15,529 shares 15,529 $2.38M 0.25% +12,626 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,178 shares; 2024Q4: 18,981 shares; 2025Q1: 20,733 shares; 2025Q2: 17,428 shares; 2025Q3: 17,902 shares; 2025Q4: 18,833 shares 18,833 $2.37M 0.25% +931 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,723 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,430 shares; 2025Q4: 73,978 shares 73,978 $2.36M 0.25% -3,452 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,269 shares; 2024Q4: 8,931 shares; 2025Q1: 8,955 shares; 2025Q2: 9,156 shares; 2025Q3: 9,419 shares; 2025Q4: 9,644 shares 9,644 $2.34M 0.24% +225 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,704 shares; 2024Q4: 30,635 shares; 2025Q1: 31,466 shares; 2025Q2: 33,951 shares; 2025Q3: 36,120 shares; 2025Q4: 37,102 shares 37,102 $2.32M 0.24% +982 Timeline CSX CSX CORP More: the full row for CSX 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: 55,749 shares; 2025Q3: 61,621 shares; 2025Q4: 63,804 shares 63,804 $2.31M 0.24% +2,183 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,657 shares; 2025Q3: 12,450 shares; 2025Q4: 13,062 shares 13,062 $2.27M 0.24% +612 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 3,814 shares; 2025Q1: 3,841 shares; 2025Q2: 3,872 shares; 2025Q3: 3,969 shares; 2025Q4: 3,987 shares 3,987 $2.26M 0.24% +18 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,319 shares; 2024Q4: 23,018 shares; 2025Q1: 22,906 shares; 2025Q2: 22,987 shares; 2025Q3: 23,585 shares; 2025Q4: 23,603 shares 23,603 $2.25M 0.23% +18 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,526 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,322 shares; 2025Q4: 57,516 shares 57,516 $2.25M 0.23% -2,806 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL 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: 32,280 shares 32,280 $2.22M 0.23% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,794 shares; 2024Q4: 4,871 shares; 2025Q1: 5,148 shares; 2025Q2: 5,404 shares; 2025Q3: 2,628 shares; 2025Q4: 3,825 shares 3,825 $2.22M 0.23% +1,197 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,539 shares; 2024Q4: 11,270 shares; 2025Q1: 11,362 shares; 2025Q2: 12,141 shares; 2025Q3: 12,659 shares; 2025Q4: 12,972 shares 12,972 $2.21M 0.23% +313 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,095 shares; 2024Q4: 59,196 shares; 2025Q1: 47,735 shares; 2025Q2: 33,512 shares; 2025Q3: 29,490 shares; 2025Q4: 26,862 shares 26,862 $2.15M 0.22% -2,628 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: 13,819 shares; 2024Q4: 13,714 shares; 2025Q1: 14,178 shares; 2025Q2: 14,956 shares; 2025Q3: 16,239 shares; 2025Q4: 16,930 shares 16,930 $2.12M 0.22% +691 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: 310 shares; 2024Q4: 327 shares; 2025Q1: 355 shares; 2025Q2: 363 shares; 2025Q3: 372 shares; 2025Q4: 395 shares 395 $2.12M 0.22% +23 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,526 shares; 2024Q4: 9,675 shares; 2025Q1: 10,366 shares; 2025Q2: 10,796 shares; 2025Q3: 7,180 shares; 2025Q4: 7,891 shares 7,891 $2.09M 0.22% +711 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,687 shares; 2024Q4: 4,748 shares; 2025Q1: 5,120 shares; 2025Q2: 5,264 shares; 2025Q3: 5,381 shares; 2025Q4: 5,831 shares 5,831 $2.05M 0.21% +450 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,413 shares; 2024Q4: 10,904 shares; 2025Q1: 11,839 shares; 2025Q2: 13,265 shares; 2025Q3: 15,366 shares; 2025Q4: 15,859 shares 15,859 $2.05M 0.21% +493 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,464 shares; 2024Q4: 23,578 shares; 2025Q1: 24,751 shares; 2025Q2: 26,627 shares; 2025Q3: 29,084 shares; 2025Q4: 30,454 shares 30,454 $2.02M 0.21% +1,370 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,845 shares; 2024Q4: 21,080 shares; 2025Q1: 22,253 shares; 2025Q2: 23,714 shares; 2025Q3: 24,765 shares; 2025Q4: 25,557 shares 25,557 $1.97M 0.2% +792 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: 7,587 shares; 2024Q4: 7,551 shares; 2025Q1: 7,608 shares; 2025Q2: 8,373 shares; 2025Q3: 8,847 shares; 2025Q4: 9,339 shares 9,339 $1.93M 0.2% +492 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,253 shares; 2024Q4: 7,857 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,662 shares 12,662 $1.93M 0.2% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,700 shares; 2024Q4: 14,407 shares; 2025Q1: 14,642 shares; 2025Q2: 15,170 shares; 2025Q3: 16,191 shares; 2025Q4: 17,188 shares 17,188 $1.93M 0.2% +997 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: 12,972 shares; 2024Q4: 13,307 shares; 2025Q1: 14,210 shares; 2025Q2: 14,899 shares; 2025Q3: 15,089 shares; 2025Q4: 15,800 shares 15,800 $1.9M 0.2% +711 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,357 shares; 2024Q4: 28,905 shares; 2025Q1: 30,015 shares; 2025Q2: 31,196 shares; 2025Q3: 32,638 shares; 2025Q4: 23,397 shares 23,397 $1.88M 0.2% -9,241 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,419 shares; 2024Q4: 11,437 shares; 2025Q1: 11,486 shares; 2025Q2: 12,585 shares; 2025Q3: 13,513 shares; 2025Q4: 13,873 shares 13,873 $1.88M 0.2% +360 Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 71,663 shares; 2025Q4: 67,986 shares 67,986 $1.86M 0.19% -3,677 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,733 shares; 2024Q4: 2,904 shares; 2025Q1: 3,185 shares; 2025Q2: 3,288 shares; 2025Q3: 3,360 shares; 2025Q4: 3,603 shares 3,603 $1.84M 0.19% +243 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: 5,127 shares; 2024Q4: 5,224 shares; 2025Q1: 4,870 shares; 2025Q2: 5,126 shares; 2025Q3: 5,469 shares; 2025Q4: 5,919 shares 5,919 $1.81M 0.19% +450 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 5,798 shares; 2025Q1: 5,990 shares; 2025Q2: 6,381 shares; 2025Q3: 6,864 shares; 2025Q4: 7,261 shares 7,261 $1.8M 0.19% +397 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,136 shares; 2024Q4: 15,904 shares; 2025Q1: 15,890 shares; 2025Q2: 16,648 shares; 2025Q3: 17,866 shares; 2025Q4: 18,481 shares 18,481 $1.79M 0.19% +615 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,884 shares; 2024Q4: 25,739 shares; 2025Q1: 27,777 shares; 2025Q2: 30,032 shares; 2025Q3: 32,190 shares; 2025Q4: 18,813 shares 18,813 $1.76M 0.18% -13,377 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,969 shares; 2024Q4: 10,111 shares; 2025Q1: 10,781 shares; 2025Q2: 11,898 shares; 2025Q3: 12,985 shares; 2025Q4: 13,831 shares 13,831 $1.71M 0.18% +846 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: 4,509 shares; 2024Q4: 4,429 shares; 2025Q1: 4,394 shares; 2025Q2: 4,396 shares; 2025Q3: 4,461 shares; 2025Q4: 3,272 shares 3,272 $1.71M 0.18% -1,189 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,661 shares; 2024Q4: 27,567 shares; 2025Q1: 28,366 shares; 2025Q2: 30,322 shares; 2025Q3: 33,109 shares; 2025Q4: 34,798 shares 34,798 $1.69M 0.18% +1,689 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE 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: 17,744 shares; 2025Q4: 18,441 shares 18,441 $1.68M 0.17% +697 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,676 shares; 2025Q2: 5,784 shares; 2025Q3: 5,938 shares; 2025Q4: 6,363 shares 6,363 $1.67M 0.17% +425 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,078 shares; 2024Q4: 13,520 shares; 2025Q1: 15,234 shares; 2025Q2: 15,932 shares; 2025Q3: 16,255 shares; 2025Q4: 17,483 shares 17,483 $1.67M 0.17% +1,228 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: 5,231 shares; 2024Q4: 5,371 shares; 2025Q1: 5,698 shares; 2025Q2: 5,889 shares; 2025Q3: 6,069 shares; 2025Q4: 4,797 shares 4,797 $1.65M 0.17% -1,272 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 6,926 shares; 2025Q2: 7,707 shares; 2025Q3: 9,030 shares; 2025Q4: 9,423 shares 9,423 $1.64M 0.17% +393 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: 8,316 shares; 2024Q4: 8,302 shares; 2025Q1: 8,669 shares; 2025Q2: 9,600 shares; 2025Q3: 10,396 shares; 2025Q4: 10,876 shares 10,876 $1.58M 0.16% +480 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL 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: 11,552 shares; 2025Q2: 12,284 shares; 2025Q3: 12,907 shares; 2025Q4: 13,874 shares 13,874 $1.57M 0.16% +967 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,403 shares; 2024Q4: 26,080 shares; 2025Q1: 24,911 shares; 2025Q2: 27,332 shares; 2025Q3: 29,102 shares; 2025Q4: 30,314 shares 30,314 $1.54M 0.16% +1,212 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: not reported; 2024Q4: 1,218 shares; 2025Q1: 1,275 shares; 2025Q2: 6,292 shares; 2025Q3: 6,484 shares; 2025Q4: 6,700 shares 6,700 $1.53M 0.16% +216 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: not reported; 2025Q4: 34,904 shares 34,904 $1.52M 0.16% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,699 shares; 2024Q4: 24,293 shares; 2025Q1: 25,279 shares; 2025Q2: 27,247 shares; 2025Q3: 29,186 shares; 2025Q4: 30,731 shares 30,731 $1.51M 0.16% +1,545 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 2,480 shares; 2025Q1: 2,612 shares; 2025Q2: 4,709 shares; 2025Q3: 4,703 shares; 2025Q4: 4,825 shares 4,825 $1.49M 0.15% +122 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,020 shares; 2025Q2: 5,093 shares; 2025Q3: 5,247 shares; 2025Q4: 5,288 shares 5,288 $1.48M 0.15% +41 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,698 shares; 2024Q4: 3,516 shares; 2025Q1: 11,140 shares; 2025Q2: 11,035 shares; 2025Q3: 11,184 shares; 2025Q4: 7,873 shares 7,873 $1.45M 0.15% -3,311 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,166 shares; 2024Q4: 14,076 shares; 2025Q1: 13,939 shares; 2025Q2: 15,254 shares; 2025Q3: 16,648 shares; 2025Q4: 17,714 shares 17,714 $1.44M 0.15% +1,066 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: 1,053 shares; 2024Q4: 917 shares; 2025Q1: 863 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,297 shares 2,297 $1.44M 0.15% new Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,448 shares; 2024Q4: 24,136 shares; 2025Q1: 23,005 shares; 2025Q2: 25,621 shares; 2025Q3: 27,639 shares; 2025Q4: 28,929 shares 28,929 $1.44M 0.15% +1,290 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY 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: 23,955 shares; 2025Q2: 25,370 shares; 2025Q3: 26,371 shares; 2025Q4: 28,482 shares 28,482 $1.42M 0.15% +2,111 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,849 shares; 2024Q4: 24,822 shares; 2025Q1: 26,651 shares; 2025Q2: 29,721 shares; 2025Q3: 32,773 shares; 2025Q4: 34,540 shares 34,540 $1.39M 0.14% +1,767 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,833 shares; 2024Q4: 11,063 shares; 2025Q1: 12,123 shares; 2025Q2: 13,475 shares; 2025Q3: 16,068 shares; 2025Q4: 17,078 shares 17,078 $1.37M 0.14% +1,010 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE 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: 26,898 shares 26,898 $1.29M 0.13% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 3,148 shares; 2025Q1: 2,894 shares; 2025Q2: 2,975 shares; 2025Q3: 3,050 shares; 2025Q4: 3,655 shares 3,655 $1.28M 0.13% +605 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: 5,423 shares; 2024Q4: 5,460 shares; 2025Q1: 5,426 shares; 2025Q2: 5,426 shares; 2025Q3: 5,430 shares; 2025Q4: 5,427 shares 5,427 $1.24M 0.13% -3 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: 7,553 shares; 2024Q4: 1,605 shares; 2025Q1: 1,531 shares; 2025Q2: 1,422 shares; 2025Q3: 1,769 shares; 2025Q4: 2,004 shares 2,004 $1.23M 0.13% +235 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 5,370 shares; 2025Q4: 5,386 shares 5,386 $1.22M 0.13% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,776 shares 3,776 $1.2M 0.13% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,217 shares; 2025Q4: 49,574 shares 49,574 $1.2M 0.12% +1,357 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 14,636 shares 14,636 $1.2M 0.12% new Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,646 shares; 2024Q4: 18,981 shares; 2025Q1: 20,907 shares; 2025Q2: 22,195 shares; 2025Q3: 22,583 shares; 2025Q4: 24,229 shares 24,229 $1.18M 0.12% +1,646 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 4,473 shares; 2025Q4: 4,977 shares 4,977 $1.14M 0.12% +504 Timeline QBER ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,165 shares; 2025Q1: 37,346 shares; 2025Q2: 49,407 shares; 2025Q3: 69,899 shares; 2025Q4: 47,272 shares 47,272 $1.13M 0.12% -22,627 Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: not reported; 2025Q3: 27,444 shares; 2025Q4: 25,430 shares 25,430 $1.07M 0.11% -2,014 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,828 shares 15,828 $1.04M 0.11% new Timeline ONEZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 23,182 shares; 2025Q3: 42,173 shares; 2025Q4: 39,522 shares 39,522 $1.03M 0.11% -2,651 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL 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: 16,692 shares; 2025Q2: 16,805 shares; 2025Q3: 17,433 shares; 2025Q4: 17,504 shares 17,504 $1.02M 0.11% +71 Timeline BILZ 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: 35,422 shares; 2024Q4: 21,884 shares; 2025Q1: 14,475 shares; 2025Q2: 13,929 shares; 2025Q3: 18,399 shares; 2025Q4: 10,106 shares 10,106 $1.02M 0.11% -8,293 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,122 shares; 2024Q4: 6,426 shares; 2025Q1: 7,152 shares; 2025Q2: 7,571 shares; 2025Q3: 7,814 shares; 2025Q4: 8,670 shares 8,670 $993K 0.1% +856 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,501 shares; 2024Q4: 10,547 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,174 shares; 2025Q4: 3,174 shares 3,174 $985K 0.1% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,961 shares; 2025Q3: 35,329 shares; 2025Q4: 38,393 shares 38,393 $954K 0.1% +3,064 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: 1,772 shares; 2024Q4: 1,552 shares; 2025Q1: 1,878 shares; 2025Q2: 2,212 shares; 2025Q3: 3,129 shares; 2025Q4: 3,015 shares 3,015 $946K 0.1% -114 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: not reported; 2025Q4: 9,375 shares 9,375 $936K 0.1% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 4,875 shares; 2025Q1: 4,812 shares; 2025Q2: 4,771 shares; 2025Q3: 3,133 shares; 2025Q4: 4,875 shares 4,875 $917K 0.1% +1,742 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,192 shares; 2024Q4: 33,524 shares; 2025Q1: 35,729 shares; 2025Q2: 19,832 shares; 2025Q3: 21,042 shares; 2025Q4: 22,328 shares 22,328 $909K 0.09% +1,286 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 11,663 shares 11,663 $908K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 626 shares; 2025Q3: 1,194 shares; 2025Q4: 1,285 shares 1,285 $879K 0.09% +91 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS 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: 1,729 shares; 2025Q2: 1,724 shares; 2025Q3: 1,789 shares; 2025Q4: 1,909 shares 1,909 $865K 0.09% +120 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,655 shares; 2025Q1: 7,430 shares; 2025Q2: 7,145 shares; 2025Q3: 7,060 shares; 2025Q4: 7,291 shares 7,291 $846K 0.09% +231 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 3,416 shares; 2025Q1: 3,416 shares; 2025Q2: 3,309 shares; 2025Q3: 3,396 shares; 2025Q4: 3,746 shares 3,746 $823K 0.09% +350 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,564 shares; 2024Q4: 9,554 shares; 2025Q1: 10,087 shares; 2025Q2: 11,469 shares; 2025Q3: 12,841 shares; 2025Q4: 13,992 shares 13,992 $821K 0.09% +1,151 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,854 shares; 2025Q3: 8,991 shares; 2025Q4: 9,144 shares 9,144 $747K 0.08% +153 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: 982 shares; 2024Q4: 956 shares; 2025Q1: 1,197 shares; 2025Q2: 1,131 shares; 2025Q3: 1,094 shares; 2025Q4: 1,083 shares 1,083 $742K 0.08% -11 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: 8,335 shares; 2024Q4: 2,824 shares; 2025Q1: not reported; 2025Q2: 831 shares; 2025Q3: 810 shares; 2025Q4: 835 shares 835 $686K 0.07% +25 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,817 shares; 2024Q4: 4,730 shares; 2025Q1: 4,730 shares; 2025Q2: 4,730 shares; 2025Q3: not reported; 2025Q4: 4,730 shares 4,730 $679K 0.07% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,424 shares; 2024Q4: 6,994 shares; 2025Q1: 6,822 shares; 2025Q2: 6,682 shares; 2025Q3: 6,604 shares; 2025Q4: 6,892 shares 6,892 $669K 0.07% +288 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,144 shares; 2025Q3: 4,118 shares; 2025Q4: 4,267 shares 4,267 $655K 0.07% +149 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,185 shares 3,185 $653K 0.07% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,346 shares; 2024Q4: 7,150 shares; 2025Q1: 7,058 shares; 2025Q2: 5,978 shares; 2025Q3: not reported; 2025Q4: 5,159 shares 5,159 $636K 0.07% new Timeline JANZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: not reported; 2025Q3: not reported; 2025Q4: 14,139 shares 14,139 $539K 0.06% new 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: not reported; 2025Q4: 1,523 shares 1,523 $538K 0.06% new Timeline DECZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: not reported; 2025Q3: 13,870 shares; 2025Q4: 12,993 shares 12,993 $523K 0.05% -877 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,441 shares; 2024Q4: 5,988 shares; 2025Q1: 5,893 shares; 2025Q2: 5,689 shares; 2025Q3: 5,615 shares; 2025Q4: 5,860 shares 5,860 $501K 0.05% +245 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 2,925 shares; 2025Q1: 3,054 shares; 2025Q2: 2,830 shares; 2025Q3: 2,805 shares; 2025Q4: 2,962 shares 2,962 $476K 0.05% +157 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 13,788 shares; 2025Q4: 11,311 shares 11,311 $467K 0.05% -2,477 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC 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: 3,647 shares; 2025Q2: 3,340 shares; 2025Q3: 3,341 shares; 2025Q4: 3,450 shares 3,450 $458K 0.05% +109 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 9,108 shares 9,108 $442K 0.05% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,556 shares; 2024Q4: 8,753 shares; 2025Q1: 8,682 shares; 2025Q2: 8,850 shares; 2025Q3: 9,202 shares; 2025Q4: 9,277 shares 9,277 $438K 0.05% +75 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,760 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,513 shares 15,513 $417K 0.04% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,045 shares 1,045 $414K 0.04% +19 Timeline SKYY 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: 3,157 shares; 2024Q4: 3,157 shares; 2025Q1: 3,157 shares; 2025Q2: 3,157 shares; 2025Q3: 3,157 shares; 2025Q4: 3,157 shares 3,157 $411K 0.04% 0 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: 601 shares; 2025Q3: 606 shares; 2025Q4: 611 shares 611 $399K 0.04% +5 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,983 shares; 2025Q1: 12,783 shares; 2025Q2: 11,606 shares; 2025Q3: 10,545 shares; 2025Q4: 9,618 shares 9,618 $397K 0.04% -927 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: not reported; 2024Q4: 720 shares; 2025Q1: not reported; 2025Q2: 891 shares; 2025Q3: 873 shares; 2025Q4: 873 shares 873 $392K 0.04% 0 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,332 shares; 2025Q1: 4,332 shares; 2025Q2: 4,332 shares; 2025Q3: 4,332 shares; 2025Q4: 4,332 shares 4,332 $374K 0.04% 0 Timeline TYA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,105 shares; 2024Q4: 62,876 shares; 2025Q1: 113,372 shares; 2025Q2: 114,539 shares; 2025Q3: 53,498 shares; 2025Q4: 25,475 shares 25,475 $344K 0.04% -28,023 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,659 shares; 2024Q4: 9,659 shares; 2025Q1: 9,659 shares; 2025Q2: 9,659 shares; 2025Q3: not reported; 2025Q4: 9,659 shares 9,659 $335K 0.03% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,165 shares; 2024Q4: 3,215 shares; 2025Q1: 3,276 shares; 2025Q2: 3,367 shares; 2025Q3: 586 shares; 2025Q4: 584 shares 584 $331K 0.03% -2 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,347 shares; 2025Q3: 1,347 shares; 2025Q4: 1,347 shares 1,347 $325K 0.03% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 1,623 shares 1,623 $315K 0.03% new Timeline ZROZ 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: 7,465 shares; 2024Q4: 7,253 shares; 2025Q1: 5,748 shares; 2025Q2: 5,532 shares; 2025Q3: 5,205 shares; 2025Q4: 4,825 shares 4,825 $314K 0.03% -380 Timeline CRDT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,281 shares; 2025Q2: 14,783 shares; 2025Q3: 13,905 shares; 2025Q4: 13,204 shares 13,204 $308K 0.03% -701 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,787 shares 3,787 $286K 0.03% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,309 shares 3,309 $282K 0.03% new Timeline IHI 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: 4,424 shares; 2024Q4: 4,424 shares; 2025Q1: 4,424 shares; 2025Q2: 4,424 shares; 2025Q3: 4,424 shares; 2025Q4: 4,424 shares 4,424 $275K 0.03% 0 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 15,438 shares; 2025Q2: 14,443 shares; 2025Q3: 9,679 shares; 2025Q4: 9,123 shares 9,123 $271K 0.03% -556 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 1,640 shares; 2025Q1: 1,646 shares; 2025Q2: 1,646 shares; 2025Q3: 1,650 shares; 2025Q4: 1,644 shares 1,644 $267K 0.03% -6 Timeline OCTZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: not reported; 2025Q3: not reported; 2025Q4: 6,104 shares 6,104 $260K 0.03% new Timeline IYY 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: 3,197 shares; 2024Q4: 2,410 shares; 2025Q1: 2,390 shares; 2025Q2: 1,562 shares; 2025Q3: 1,542 shares; 2025Q4: 1,527 shares 1,527 $253K 0.03% -15 Timeline SPUC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 6,692 shares; 2025Q3: not reported; 2025Q4: 5,379 shares 5,379 $251K 0.03% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 3,961 shares; 2025Q1: 3,961 shares; 2025Q2: 3,961 shares; 2025Q3: 3,961 shares; 2025Q4: 3,961 shares 3,961 $228K 0.02% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,304 shares; 2025Q4: 9,377 shares 9,377 $226K 0.02% +73 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 18,736 shares 18,736 $218K 0.02% new Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,698 shares 20,698 $216K 0.02% new NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME 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: 17,904 shares 17,904 $215K 0.02% new Timeline BLACKROCK MUNICIPAL INCOME … BLACKROCK MUNICIPAL INCOME QUA More: the full row for BLACKROCK MUNICIPAL INCOME QUA 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: 19,668 shares 19,668 $215K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares 1,098 $210K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,637 shares; 2025Q4: 1,543 shares 1,543 $209K 0.02% -94 Timeline TMFC RBB FD INC More: the full row for RBB FD 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: 2,851 shares 2,851 $205K 0.02% new Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM 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: 14,260 shares; 2025Q4: 14,260 shares 14,260 $201K 0.02% 0 Timeline CEFZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: not reported; 2025Q3: not reported; 2025Q4: 20,821 shares 20,821 $171K 0.02% new Timeline