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: restricted; 2024Q4: 191,048 shares; 2025Q1: 194,633 shares; 2025Q2: 270,469 shares; 2025Q3: 283,481 shares; 2025Q4: 301,140 shares 301,140 $206M 15.37% +17,659 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: restricted; 2024Q4: 273,841 shares; 2025Q1: 278,262 shares; 2025Q2: 352,471 shares; 2025Q3: 364,252 shares; 2025Q4: 358,134 shares 358,134 $120M 8.95% -6,118 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199,076 shares; 2025Q1: 441,262 shares; 2025Q2: 608,702 shares; 2025Q3: 616,117 shares; 2025Q4: 593,575 shares 593,575 $54.3M 4.04% -22,542 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: restricted; 2024Q4: 313,224 shares; 2025Q1: 348,087 shares; 2025Q2: 562,292 shares; 2025Q3: 687,330 shares; 2025Q4: 803,738 shares 803,738 $54M 4.03% +116,408 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 712,000 shares; 2025Q4: 1,203,191 shares 1,203,191 $51.7M 3.85% +491,191 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,378 shares; 2025Q1: 57,770 shares; 2025Q2: 80,828 shares; 2025Q3: 84,050 shares; 2025Q4: 107,380 shares 107,380 $51.7M 3.85% +23,330 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: restricted; 2024Q4: 313,743 shares; 2025Q1: 408,548 shares; 2025Q2: 444,834 shares; 2025Q3: 463,118 shares; 2025Q4: 456,310 shares 456,310 $40.8M 3.04% -6,808 Timeline GOVT 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: restricted; 2024Q4: 1,205,215 shares; 2025Q1: 1,276,451 shares; 2025Q2: 1,318,734 shares; 2025Q3: 1,475,916 shares; 2025Q4: 1,644,012 shares 1,644,012 $37.9M 2.82% +168,096 Timeline IWL 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: restricted; 2024Q4: 25,687 shares; 2025Q1: 38,006 shares; 2025Q2: 204,097 shares; 2025Q3: 203,807 shares; 2025Q4: 204,621 shares 204,621 $34.9M 2.6% +814 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175,101 shares; 2025Q1: 173,321 shares; 2025Q2: 180,368 shares; 2025Q3: 177,134 shares; 2025Q4: 204,779 shares 204,779 $30.4M 2.27% +27,645 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: restricted; 2024Q4: 229,207 shares; 2025Q1: 226,817 shares; 2025Q2: 167,333 shares; 2025Q3: 156,115 shares; 2025Q4: 153,283 shares 153,283 $30.4M 2.27% -2,832 Timeline LMBS 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: restricted; 2024Q4: 406,580 shares; 2025Q1: 435,570 shares; 2025Q2: 453,087 shares; 2025Q3: 490,043 shares; 2025Q4: 531,187 shares 531,187 $26.6M 1.98% +41,144 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300,105 shares; 2025Q1: 210,530 shares; 2025Q2: 316,836 shares; 2025Q3: 302,240 shares; 2025Q4: 137,013 shares 137,013 $26.2M 1.96% -165,227 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,934 shares; 2025Q1: 132,735 shares; 2025Q2: 80,438 shares; 2025Q3: 248,524 shares; 2025Q4: 245,067 shares 245,067 $18.7M 1.39% -3,457 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 461,922 shares; 2025Q3: 436,869 shares; 2025Q4: 433,408 shares 433,408 $17.7M 1.32% -3,461 Timeline FTCS 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: restricted; 2024Q4: 201,934 shares; 2025Q1: 199,030 shares; 2025Q2: 230,609 shares; 2025Q3: 222,520 shares; 2025Q4: 185,891 shares 185,891 $17.2M 1.28% -36,629 Timeline COWG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 372,699 shares; 2025Q3: 360,413 shares; 2025Q4: 476,199 shares 476,199 $16.8M 1.25% +115,786 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214,269 shares; 2025Q1: 209,682 shares; 2025Q2: 212,570 shares; 2025Q3: 198,429 shares; 2025Q4: 186,294 shares 186,294 $16.7M 1.24% -12,135 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: restricted; 2024Q4: 244,989 shares; 2025Q1: 208,319 shares; 2025Q2: 137,048 shares; 2025Q3: 131,511 shares; 2025Q4: 131,027 shares 131,027 $15.7M 1.17% -484 Timeline IVLU 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: restricted; 2024Q4: 38,331 shares; 2025Q1: 11,526 shares; 2025Q2: 352,895 shares; 2025Q3: 264,834 shares; 2025Q4: 412,164 shares 412,164 $15.7M 1.17% +147,330 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: not reported; 2025Q2: 66,928 shares; 2025Q3: 144,185 shares; 2025Q4: 163,535 shares 163,535 $15.6M 1.16% +19,350 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: restricted; 2024Q4: 71,561 shares; 2025Q1: 72,033 shares; 2025Q2: 114,518 shares; 2025Q3: 114,600 shares; 2025Q4: 160,539 shares 160,539 $15.5M 1.15% +45,939 Timeline INTF 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: restricted; 2024Q4: 104,491 shares; 2025Q1: 104,101 shares; 2025Q2: 59,956 shares; 2025Q3: 63,181 shares; 2025Q4: 344,720 shares 344,720 $13M 0.97% +281,539 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: restricted; 2024Q4: 173,195 shares; 2025Q1: 168,557 shares; 2025Q2: 168,642 shares; 2025Q3: 158,635 shares; 2025Q4: 157,567 shares 157,567 $11.9M 0.89% -1,068 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,964 shares; 2025Q1: 131,841 shares; 2025Q2: 82,599 shares; 2025Q3: 80,283 shares; 2025Q4: 83,437 shares 83,437 $11.4M 0.85% +3,154 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 252,781 shares; 2025Q1: 249,008 shares; 2025Q2: 249,563 shares; 2025Q3: 236,380 shares; 2025Q4: 220,809 shares 220,809 $11.3M 0.84% -15,571 Timeline IDHQ 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: restricted; 2024Q4: 280,999 shares; 2025Q1: 276,886 shares; 2025Q2: 332,189 shares; 2025Q3: 320,741 shares; 2025Q4: 320,621 shares 320,621 $11.3M 0.84% -120 Timeline IEF 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: restricted; 2024Q4: 102,729 shares; 2025Q1: 126,151 shares; 2025Q2: 129,694 shares; 2025Q3: 146,539 shares; 2025Q4: 116,222 shares 116,222 $11.2M 0.83% -30,317 Timeline IGSB 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: restricted; 2024Q4: 81,922 shares; 2025Q1: 140,545 shares; 2025Q2: 140,911 shares; 2025Q3: 187,413 shares; 2025Q4: 205,538 shares 205,538 $10.9M 0.81% +18,125 Timeline BBAG 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: restricted; 2024Q4: 148,368 shares; 2025Q1: 163,087 shares; 2025Q2: 172,210 shares; 2025Q3: 191,520 shares; 2025Q4: 216,473 shares 216,473 $10.1M 0.75% +24,953 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 149,576 shares; 2025Q1: 169,272 shares; 2025Q2: 178,049 shares; 2025Q3: 195,037 shares; 2025Q4: 215,805 shares 215,805 $9.99M 0.74% +20,768 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: restricted; 2024Q4: 8,231 shares; 2025Q1: 20,862 shares; 2025Q2: 23,598 shares; 2025Q3: 138,942 shares; 2025Q4: 118,182 shares 118,182 $9.79M 0.73% -20,760 Timeline TLT 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: restricted; 2024Q4: 57,736 shares; 2025Q1: 79,867 shares; 2025Q2: 82,764 shares; 2025Q3: 97,702 shares; 2025Q4: 110,933 shares 110,933 $9.67M 0.72% +13,231 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,152 shares; 2025Q1: 56,552 shares; 2025Q2: 55,910 shares; 2025Q3: 179,280 shares; 2025Q4: 200,732 shares 200,732 $9.34M 0.7% +21,452 Timeline IEI 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: restricted; 2024Q4: 43,476 shares; 2025Q1: 33,584 shares; 2025Q2: 34,720 shares; 2025Q3: 60,251 shares; 2025Q4: 73,396 shares 73,396 $8.76M 0.65% +13,145 Timeline MTBA 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: restricted; 2024Q4: 211,669 shares; 2025Q1: 223,760 shares; 2025Q2: 230,380 shares; 2025Q3: 233,642 shares; 2025Q4: 148,696 shares 148,696 $7.5M 0.56% -84,946 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: restricted; 2024Q4: 21,316 shares; 2025Q1: 15,425 shares; 2025Q2: 12,769 shares; 2025Q3: 12,819 shares; 2025Q4: 15,761 shares 15,761 $7.46M 0.56% +2,942 Timeline PMAY 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: restricted; 2024Q4: 199,991 shares; 2025Q1: 197,213 shares; 2025Q2: 197,799 shares; 2025Q3: 187,302 shares; 2025Q4: 184,096 shares 184,096 $7.29M 0.54% -3,206 Timeline IDLV 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: restricted; 2024Q4: 218,793 shares; 2025Q1: 215,598 shares; 2025Q2: 219,598 shares; 2025Q3: 214,758 shares; 2025Q4: 212,832 shares 212,832 $7.21M 0.54% -1,926 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,560 shares; 2025Q1: 31,280 shares; 2025Q2: 32,306 shares; 2025Q3: 32,055 shares; 2025Q4: 33,208 shares 33,208 $7.04M 0.52% +1,153 Timeline ECOW 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: restricted; 2024Q4: 309,490 shares; 2025Q1: 305,109 shares; 2025Q2: 306,429 shares; 2025Q3: 289,756 shares; 2025Q4: 283,063 shares 283,063 $6.98M 0.52% -6,693 Timeline QLTA 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: restricted; 2024Q4: 130,626 shares; 2025Q1: 107,710 shares; 2025Q2: 114,431 shares; 2025Q3: 128,366 shares; 2025Q4: 140,079 shares 140,079 $6.74M 0.5% +11,713 Timeline SHV 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: restricted; 2024Q4: 67,643 shares; 2025Q1: 109,904 shares; 2025Q2: 110,725 shares; 2025Q3: 82,385 shares; 2025Q4: 58,636 shares 58,636 $6.46M 0.48% -23,749 Timeline FREL 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: restricted; 2024Q4: 89,449 shares; 2025Q1: 209,065 shares; 2025Q2: 233,877 shares; 2025Q3: 235,496 shares; 2025Q4: 235,889 shares 235,889 $6.34M 0.47% +393 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: restricted; 2024Q4: 241,953 shares; 2025Q1: 256,909 shares; 2025Q2: 264,530 shares; 2025Q3: 267,408 shares; 2025Q4: 285,483 shares 285,483 $6.25M 0.47% +18,075 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,126 shares; 2025Q3: 93,978 shares; 2025Q4: 98,386 shares 98,386 $5.98M 0.45% +4,408 Timeline LRGF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,122 shares; 2025Q3: 80,598 shares; 2025Q4: 83,311 shares 83,311 $5.78M 0.43% +2,713 Timeline SGOV 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: restricted; 2024Q4: 101,133 shares; 2025Q1: 92,430 shares; 2025Q2: 114,515 shares; 2025Q3: 82,306 shares; 2025Q4: 57,417 shares 57,417 $5.76M 0.43% -24,889 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 80,421 shares; 2025Q2: 63,928 shares; 2025Q3: 68,189 shares; 2025Q4: 67,189 shares 67,189 $5.76M 0.43% -1,000 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: restricted; 2024Q4: 195,808 shares; 2025Q1: 201,046 shares; 2025Q2: 170,050 shares; 2025Q3: 163,361 shares; 2025Q4: 76,479 shares 76,479 $5.56M 0.41% -86,882 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,364 shares; 2025Q1: 22,592 shares; 2025Q2: 22,971 shares; 2025Q3: 23,052 shares; 2025Q4: 22,431 shares 22,431 $5.04M 0.38% -621 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: restricted; 2024Q4: not reported; 2025Q1: 341,039 shares; 2025Q2: 348,052 shares; 2025Q3: 349,100 shares; 2025Q4: 372,775 shares 372,775 $5.03M 0.38% +23,675 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: restricted; 2024Q4: 77,828 shares; 2025Q1: 77,875 shares; 2025Q2: 36,365 shares; 2025Q3: 35,769 shares; 2025Q4: 37,903 shares 37,903 $4.67M 0.35% +2,134 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,031 shares; 2025Q1: 12,545 shares; 2025Q2: 25,957 shares; 2025Q3: 20,636 shares; 2025Q4: 22,199 shares 22,199 $4.67M 0.35% +1,563 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193,605 shares; 2025Q4: 188,024 shares 188,024 $4.65M 0.35% -5,581 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,234 shares; 2025Q4: 36,078 shares 36,078 $4.48M 0.33% +18,844 Timeline NODE VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,155 shares; 2025Q4: 126,337 shares 126,337 $4.39M 0.33% -2,818 Timeline VGSH 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: restricted; 2024Q4: not reported; 2025Q1: 9,344 shares; 2025Q2: 9,344 shares; 2025Q3: 9,344 shares; 2025Q4: 73,085 shares 73,085 $4.29M 0.32% +63,741 Timeline MEME ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684,341 shares 684,341 $4.24M 0.32% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,598 shares; 2025Q3: 109,338 shares; 2025Q4: 51,313 shares 51,313 $4.17M 0.31% -58,025 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: restricted; 2024Q4: 8,605 shares; 2025Q1: 14,620 shares; 2025Q2: 15,236 shares; 2025Q3: 16,902 shares; 2025Q4: 11,715 shares 11,715 $3.67M 0.27% -5,187 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: restricted; 2024Q4: 23,372 shares; 2025Q1: 23,372 shares; 2025Q2: 23,372 shares; 2025Q3: 23,411 shares; 2025Q4: 24,972 shares 24,972 $3.58M 0.27% +1,561 Timeline TAFL AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,083 shares; 2025Q4: 136,077 shares 136,077 $3.41M 0.25% +51,994 Timeline FHLC 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: restricted; 2024Q4: 38,421 shares; 2025Q1: 44,882 shares; 2025Q2: 45,514 shares; 2025Q3: 45,814 shares; 2025Q4: 45,687 shares 45,687 $3.39M 0.25% -127 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,700 shares; 2025Q4: 39,700 shares 39,700 $2.99M 0.22% 0 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: restricted; 2024Q4: 16,275 shares; 2025Q1: 22,654 shares; 2025Q2: 25,308 shares; 2025Q3: 24,622 shares; 2025Q4: 21,901 shares 21,901 $2.88M 0.21% -2,721 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: restricted; 2024Q4: 57,818 shares; 2025Q1: 61,742 shares; 2025Q2: 4,213 shares; 2025Q3: 13,583 shares; 2025Q4: 11,155 shares 11,155 $2.75M 0.2% -2,428 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: restricted; 2024Q4: 3,352 shares; 2025Q1: 5,448 shares; 2025Q2: 5,796 shares; 2025Q3: 6,041 shares; 2025Q4: 5,661 shares 5,661 $2.74M 0.2% -380 Timeline TFLO 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: restricted; 2024Q4: 170,714 shares; 2025Q1: 210,912 shares; 2025Q2: 86,808 shares; 2025Q3: 54,136 shares; 2025Q4: 51,898 shares 51,898 $2.62M 0.2% -2,238 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: restricted; 2024Q4: 2,348 shares; 2025Q1: 2,708 shares; 2025Q2: 3,185 shares; 2025Q3: 3,369 shares; 2025Q4: 7,538 shares 7,538 $2.61M 0.19% +4,169 Timeline STIP 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: restricted; 2024Q4: 24,767 shares; 2025Q1: 24,534 shares; 2025Q2: 24,926 shares; 2025Q3: 25,246 shares; 2025Q4: 25,168 shares 25,168 $2.58M 0.19% -78 Timeline TLH 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: restricted; 2024Q4: 44,610 shares; 2025Q1: 16,216 shares; 2025Q2: 16,860 shares; 2025Q3: 22,952 shares; 2025Q4: 25,066 shares 25,066 $2.55M 0.19% +2,114 Timeline LQD 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: restricted; 2024Q4: 6,446 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,925 shares; 2025Q4: 22,637 shares 22,637 $2.49M 0.19% +1,712 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,284 shares; 2025Q1: 2,977 shares; 2025Q2: 25,333 shares; 2025Q3: 25,448 shares; 2025Q4: 29,037 shares 29,037 $2.39M 0.18% +3,589 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,242 shares; 2025Q1: 22,170 shares; 2025Q2: 26,237 shares; 2025Q3: 22,721 shares; 2025Q4: 22,649 shares 22,649 $2.36M 0.18% -72 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: restricted; 2024Q4: 17,148 shares; 2025Q1: 30,774 shares; 2025Q2: 34,193 shares; 2025Q3: 34,241 shares; 2025Q4: 35,990 shares 35,990 $2.08M 0.16% +1,749 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: restricted; 2024Q4: not reported; 2025Q1: 2,841 shares; 2025Q2: 6,998 shares; 2025Q3: 8,281 shares; 2025Q4: 7,496 shares 7,496 $2.08M 0.15% -785 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: restricted; 2024Q4: 5,507 shares; 2025Q1: 9,417 shares; 2025Q2: 8,149 shares; 2025Q3: 8,295 shares; 2025Q4: 7,324 shares 7,324 $1.99M 0.15% -971 Timeline IGRO 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: restricted; 2024Q4: 13,275 shares; 2025Q1: 11,601 shares; 2025Q2: 23,950 shares; 2025Q3: 24,714 shares; 2025Q4: 23,848 shares 23,848 $1.97M 0.15% -866 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: restricted; 2024Q4: 8,765 shares; 2025Q1: 9,962 shares; 2025Q2: 10,626 shares; 2025Q3: 10,557 shares; 2025Q4: 10,426 shares 10,426 $1.91M 0.14% -131 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,061 shares; 2025Q1: 42,925 shares; 2025Q2: 38,463 shares; 2025Q3: 39,076 shares; 2025Q4: 36,710 shares 36,710 $1.88M 0.14% -2,366 Timeline CLOA 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: restricted; 2024Q4: 33,214 shares; 2025Q1: 33,168 shares; 2025Q2: 33,911 shares; 2025Q3: 35,231 shares; 2025Q4: 35,367 shares 35,367 $1.83M 0.14% +136 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: restricted; 2024Q4: 7,177 shares; 2025Q1: 9,188 shares; 2025Q2: 10,498 shares; 2025Q3: 10,645 shares; 2025Q4: 9,694 shares 9,694 $1.81M 0.13% -951 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: restricted; 2024Q4: 2,547 shares; 2025Q1: 2,547 shares; 2025Q2: 3,734 shares; 2025Q3: 3,075 shares; 2025Q4: 3,079 shares 3,079 $1.76M 0.13% +4 Timeline USIG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,891 shares; 2025Q4: 33,645 shares 33,645 $1.74M 0.13% +8,754 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,398 shares; 2025Q3: 41,598 shares; 2025Q4: 44,607 shares 44,607 $1.72M 0.13% +3,009 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: restricted; 2024Q4: 2,924 shares; 2025Q1: 5,737 shares; 2025Q2: 6,060 shares; 2025Q3: 5,443 shares; 2025Q4: 5,236 shares 5,236 $1.69M 0.13% -207 Timeline IWO 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: restricted; 2024Q4: 9,526 shares; 2025Q1: 9,767 shares; 2025Q2: 2,085 shares; 2025Q3: 2,316 shares; 2025Q4: 5,097 shares 5,097 $1.65M 0.12% +2,781 Timeline IJK 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: restricted; 2024Q4: 19,589 shares; 2025Q1: 16,207 shares; 2025Q2: 16,590 shares; 2025Q3: 15,685 shares; 2025Q4: 16,933 shares 16,933 $1.64M 0.12% +1,248 Timeline RBIL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,149 shares; 2025Q3: 17,911 shares; 2025Q4: 32,228 shares 32,228 $1.6M 0.12% +14,317 Timeline IWX 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: restricted; 2024Q4: not reported; 2025Q1: 5,359 shares; 2025Q2: 13,366 shares; 2025Q3: 16,802 shares; 2025Q4: 17,262 shares 17,262 $1.59M 0.12% +460 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: restricted; 2024Q4: 2,183 shares; 2025Q1: 2,822 shares; 2025Q2: 2,883 shares; 2025Q3: 2,909 shares; 2025Q4: 3,130 shares 3,130 $1.57M 0.12% +221 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,154 shares; 2025Q3: 7,165 shares; 2025Q4: 7,176 shares 7,176 $1.56M 0.12% +11 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,770 shares; 2025Q1: 27,696 shares; 2025Q2: 27,940 shares; 2025Q3: 28,226 shares; 2025Q4: 27,904 shares 27,904 $1.54M 0.11% -322 Timeline IWS 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: restricted; 2024Q4: 6,167 shares; 2025Q1: 11,604 shares; 2025Q2: 10,401 shares; 2025Q3: 10,693 shares; 2025Q4: 10,774 shares 10,774 $1.52M 0.11% +81 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: restricted; 2024Q4: 5,853 shares; 2025Q1: 5,983 shares; 2025Q2: 6,698 shares; 2025Q3: 6,930 shares; 2025Q4: 6,510 shares 6,510 $1.5M 0.11% -420 Timeline DFUS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,987 shares; 2025Q3: 6,769 shares; 2025Q4: 19,899 shares 19,899 $1.48M 0.11% +13,130 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: restricted; 2024Q4: 16,735 shares; 2025Q1: 16,735 shares; 2025Q2: 16,842 shares; 2025Q3: 15,389 shares; 2025Q4: 15,318 shares 15,318 $1.43M 0.11% -71 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: restricted; 2024Q4: 6,868 shares; 2025Q1: 8,982 shares; 2025Q2: 12,677 shares; 2025Q3: 12,760 shares; 2025Q4: 12,659 shares 12,659 $1.41M 0.11% -101 Timeline FSTA 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: restricted; 2024Q4: 27,347 shares; 2025Q1: 27,626 shares; 2025Q2: 27,973 shares; 2025Q3: 28,165 shares; 2025Q4: 28,331 shares 28,331 $1.39M 0.1% +166 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,406 shares; 2025Q1: 15,241 shares; 2025Q2: 15,236 shares; 2025Q3: 15,216 shares; 2025Q4: 14,217 shares 14,217 $1.39M 0.1% -999 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250 $1.38M 0.1% 0 Timeline FENY 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: restricted; 2024Q4: 75,706 shares; 2025Q1: 22,966 shares; 2025Q2: 56,482 shares; 2025Q3: 56,652 shares; 2025Q4: 55,667 shares 55,667 $1.38M 0.1% -985 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: restricted; 2024Q4: 28,633 shares; 2025Q1: 27,503 shares; 2025Q2: 26,179 shares; 2025Q3: 24,730 shares; 2025Q4: 20,273 shares 20,273 $1.34M 0.1% -4,457 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,450 shares; 2025Q1: 11,328 shares; 2025Q2: 13,594 shares; 2025Q3: 15,387 shares; 2025Q4: 24,100 shares 24,100 $1.2M 0.09% +8,713 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,076 shares; 2025Q1: 75 shares; 2025Q2: 11,189 shares; 2025Q3: 11,189 shares; 2025Q4: 11,189 shares 11,189 $1.16M 0.09% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,444 shares; 2025Q1: 14,388 shares; 2025Q2: 15,582 shares; 2025Q3: 16,453 shares; 2025Q4: 17,532 shares 17,532 $1.1M 0.08% +1,079 Timeline CMBS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,083 shares; 2025Q4: 21,962 shares 21,962 $1.08M 0.08% -1,121 Timeline FLOT 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: restricted; 2024Q4: 26,640 shares; 2025Q1: 51,636 shares; 2025Q2: 5,891 shares; 2025Q3: 5,909 shares; 2025Q4: 20,629 shares 20,629 $1.05M 0.08% +14,720 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,921 shares; 2025Q1: 16,282 shares; 2025Q2: 16,276 shares; 2025Q3: 19,075 shares; 2025Q4: 19,910 shares 19,910 $1.05M 0.08% +835 Timeline FIDU 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: restricted; 2024Q4: 11,760 shares; 2025Q1: 11,882 shares; 2025Q2: 12,109 shares; 2025Q3: 12,225 shares; 2025Q4: 12,079 shares 12,079 $996K 0.07% -146 Timeline OBIL 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: restricted; 2024Q4: 11,654 shares; 2025Q1: 14,229 shares; 2025Q2: 45,190 shares; 2025Q3: 27,801 shares; 2025Q4: 19,574 shares 19,574 $983K 0.07% -8,227 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,896 shares 8,896 $938K 0.07% new Timeline GSST 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: restricted; 2024Q4: 4,649 shares; 2025Q1: 4,258 shares; 2025Q2: 5,560 shares; 2025Q3: 6,046 shares; 2025Q4: 17,919 shares 17,919 $907K 0.07% +11,873 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: restricted; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 908 shares; 2025Q4: 1,560 shares 1,560 $891K 0.07% +652 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: restricted; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares 800 $860K 0.06% new 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: restricted; 2024Q4: 629 shares; 2025Q1: 840 shares; 2025Q2: 1,311 shares; 2025Q3: 1,448 shares; 2025Q4: 1,300 shares 1,300 $858K 0.06% -148 Timeline FDIS 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: restricted; 2024Q4: 18,834 shares; 2025Q1: 19,028 shares; 2025Q2: 8,516 shares; 2025Q3: 8,489 shares; 2025Q4: 8,335 shares 8,335 $851K 0.06% -154 Timeline ACWX 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: restricted; 2024Q4: 3,968 shares; 2025Q1: 5,169 shares; 2025Q2: 6,041 shares; 2025Q3: 10,148 shares; 2025Q4: 12,625 shares 12,625 $848K 0.06% +2,477 Timeline FMAT 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: restricted; 2024Q4: 14,999 shares; 2025Q1: 15,154 shares; 2025Q2: 15,445 shares; 2025Q3: 15,605 shares; 2025Q4: 15,447 shares 15,447 $820K 0.06% -158 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: restricted; 2024Q4: 1,575 shares; 2025Q1: 2,499 shares; 2025Q2: 2,795 shares; 2025Q3: 2,942 shares; 2025Q4: 3,893 shares 3,893 $806K 0.06% +951 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,572 shares; 2025Q1: 2,566 shares; 2025Q2: 2,683 shares; 2025Q3: 2,757 shares; 2025Q4: 2,679 shares 2,679 $786K 0.06% -78 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: restricted; 2024Q4: 6,021 shares; 2025Q1: 6,021 shares; 2025Q2: 6,049 shares; 2025Q3: 6,124 shares; 2025Q4: 6,049 shares 6,049 $781K 0.06% -75 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,306 shares; 2025Q1: 5,781 shares; 2025Q2: 7,627 shares; 2025Q3: 8,499 shares; 2025Q4: 14,802 shares 14,802 $749K 0.06% +6,303 Timeline AGZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,841 shares; 2025Q4: 6,711 shares 6,711 $740K 0.06% -1,130 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares; 2025Q4: 1,047 shares 1,047 $706K 0.05% -4 Timeline IWB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 1,860 shares 1,860 $695K 0.05% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,144 shares; 2025Q3: 11,158 shares; 2025Q4: 15,479 shares 15,479 $669K 0.05% +4,321 Timeline IWN 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: restricted; 2024Q4: 37,593 shares; 2025Q1: 17,291 shares; 2025Q2: 3,492 shares; 2025Q3: 3,914 shares; 2025Q4: 3,669 shares 3,669 $665K 0.05% -245 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: restricted; 2024Q4: 1,720 shares; 2025Q1: 1,721 shares; 2025Q2: 1,846 shares; 2025Q3: 1,923 shares; 2025Q4: 1,889 shares 1,889 $662K 0.05% -34 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: restricted; 2024Q4: 6,218 shares; 2025Q1: 5,388 shares; 2025Q2: 11,046 shares; 2025Q3: 7,328 shares; 2025Q4: 6,937 shares 6,937 $653K 0.05% -391 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: restricted; 2024Q4: 16,197 shares; 2025Q1: 1,715 shares; 2025Q2: 7,344 shares; 2025Q3: 7,294 shares; 2025Q4: 7,339 shares 7,339 $633K 0.05% +45 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,165 shares; 2025Q1: 1,170 shares; 2025Q2: 3,940 shares; 2025Q3: 2,379 shares; 2025Q4: 2,387 shares 2,387 $616K 0.05% +8 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,636 shares 4,636 $602K 0.04% 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: restricted; 2024Q4: 2,623 shares; 2025Q1: 2,622 shares; 2025Q2: 2,816 shares; 2025Q3: 2,882 shares; 2025Q4: 2,959 shares 2,959 $601K 0.04% +77 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: restricted; 2024Q4: 4,213 shares; 2025Q1: 4,206 shares; 2025Q2: 4,532 shares; 2025Q3: 4,701 shares; 2025Q4: 4,686 shares 4,686 $587K 0.04% -15 Timeline RSPE 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: restricted; 2024Q4: 25,038 shares; 2025Q1: 23,239 shares; 2025Q2: 23,232 shares; 2025Q3: 23,206 shares; 2025Q4: 19,636 shares 19,636 $585K 0.04% -3,570 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: restricted; 2024Q4: 1,578 shares; 2025Q1: 3,408 shares; 2025Q2: 3,816 shares; 2025Q3: 3,899 shares; 2025Q4: 3,970 shares 3,970 $574K 0.04% +71 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: restricted; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 463 shares; 2025Q3: 466 shares; 2025Q4: 535 shares 535 $572K 0.04% +69 Timeline DVY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares 4,000 $565K 0.04% new 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: restricted; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 2,546 shares 2,546 $560K 0.04% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,536 shares; 2025Q3: 10,298 shares; 2025Q4: 9,570 shares 9,570 $545K 0.04% -728 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,080 shares; 2025Q1: 2,082 shares; 2025Q2: 2,245 shares; 2025Q3: 2,361 shares; 2025Q4: 2,345 shares 2,345 $542K 0.04% -16 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,100 shares 8,100 $538K 0.04% new 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: restricted; 2024Q4: 230,040 shares; 2025Q1: 239,760 shares; 2025Q2: 18,371 shares; 2025Q3: 10,051 shares; 2025Q4: 8,939 shares 8,939 $538K 0.04% -1,112 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: restricted; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,793 shares 1,793 $531K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,055 shares; 2025Q3: 2,060 shares; 2025Q4: 2,064 shares 2,064 $530K 0.04% +4 Timeline DFSU 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: restricted; 2024Q4: not reported; 2025Q1: 12,736 shares; 2025Q2: 12,731 shares; 2025Q3: 12,713 shares; 2025Q4: 12,148 shares 12,148 $528K 0.04% -565 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,003 shares; 2025Q1: 1,463 shares; 2025Q2: 1,859 shares; 2025Q3: 2,036 shares; 2025Q4: 1,589 shares 1,589 $525K 0.04% -447 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: restricted; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,293 shares 4,293 $517K 0.04% new 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: restricted; 2024Q4: 458 shares; 2025Q1: 512 shares; 2025Q2: 545 shares; 2025Q3: 564 shares; 2025Q4: 5,427 shares 5,427 $509K 0.04% +4,863 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,259 shares; 2025Q1: 3,262 shares; 2025Q2: 3,497 shares; 2025Q3: 3,576 shares; 2025Q4: 6,958 shares 6,958 $486K 0.04% +3,382 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,102 shares; 2025Q1: 3,106 shares; 2025Q2: 3,350 shares; 2025Q3: 3,406 shares; 2025Q4: 3,436 shares 3,436 $474K 0.04% +30 Timeline VNQ 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: restricted; 2024Q4: 31 shares; 2025Q1: 1,219 shares; 2025Q2: 5,258 shares; 2025Q3: 5,258 shares; 2025Q4: 5,258 shares 5,258 $465K 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 408 shares; 2025Q2: 440 shares; 2025Q3: 444 shares; 2025Q4: 429 shares 429 $459K 0.03% -15 Timeline DFSE 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: restricted; 2024Q4: not reported; 2025Q1: 11,522 shares; 2025Q2: 11,517 shares; 2025Q3: 11,499 shares; 2025Q4: 10,996 shares 10,996 $456K 0.03% -503 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: restricted; 2024Q4: 8,048 shares; 2025Q1: 3,427 shares; 2025Q2: 3,683 shares; 2025Q3: 3,677 shares; 2025Q4: 3,532 shares 3,532 $455K 0.03% -145 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: restricted; 2024Q4: 883 shares; 2025Q1: 884 shares; 2025Q2: 925 shares; 2025Q3: 970 shares; 2025Q4: 968 shares 968 $451K 0.03% -2 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,839 shares 4,839 $451K 0.03% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,436 shares; 2025Q1: 1,438 shares; 2025Q2: 1,547 shares; 2025Q3: 1,647 shares; 2025Q4: 1,561 shares 1,561 $445K 0.03% -86 Timeline IWV 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares 1,147 $444K 0.03% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,980 shares; 2025Q3: 8,023 shares; 2025Q4: 8,063 shares 8,063 $443K 0.03% +40 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,880 shares 1,880 $429K 0.03% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,135 shares; 2025Q1: 2,869 shares; 2025Q2: not reported; 2025Q3: 4,302 shares; 2025Q4: 7,893 shares 7,893 $400K 0.03% +3,591 Timeline USFR 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: restricted; 2024Q4: 7,941 shares; 2025Q1: 7,941 shares; 2025Q2: 7,941 shares; 2025Q3: 7,941 shares; 2025Q4: 7,941 shares 7,941 $400K 0.03% 0 Timeline IGLB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,903 shares 7,903 $399K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $389K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: 1,854 shares; 2025Q2: 1,940 shares; 2025Q3: 2,061 shares; 2025Q4: 2,060 shares 2,060 $379K 0.03% -1 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,117 shares; 2025Q4: 1,079 shares 1,079 $378K 0.03% -38 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,300 shares 2,300 $378K 0.03% new Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,152 shares; 2025Q1: 10,531 shares; 2025Q2: 10,721 shares; 2025Q3: 10,700 shares; 2025Q4: 10,340 shares 10,340 $368K 0.03% -360 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: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,375 shares 2,375 $362K 0.03% new Timeline EEMV 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: restricted; 2024Q4: 12,436 shares; 2025Q1: not reported; 2025Q2: 5,677 shares; 2025Q3: 5,582 shares; 2025Q4: 5,627 shares 5,627 $360K 0.03% +45 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,612 shares; 2025Q3: 13,731 shares; 2025Q4: 13,853 shares 13,853 $357K 0.03% +122 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: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 1,134 shares; 2025Q3: 1,162 shares; 2025Q4: 1,136 shares 1,136 $350K 0.03% -26 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: restricted; 2024Q4: 3,563 shares; 2025Q1: 3,562 shares; 2025Q2: 3,852 shares; 2025Q3: 2,096 shares; 2025Q4: 2,079 shares 2,079 $338K 0.03% -17 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,511 shares 13,511 $336K 0.03% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,979 shares; 2025Q1: 12,979 shares; 2025Q2: 12,979 shares; 2025Q3: 12,979 shares; 2025Q4: 12,979 shares 12,979 $331K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,039 shares; 2025Q1: 4,036 shares; 2025Q2: 4,347 shares; 2025Q3: 4,514 shares; 2025Q4: 4,498 shares 4,498 $331K 0.02% -16 Timeline IGIB 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: restricted; 2024Q4: 473 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,026 shares 6,026 $325K 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 505 shares 505 $317K 0.02% -395 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,112 shares; 2025Q1: 4,017 shares; 2025Q2: 4,174 shares; 2025Q3: 4,234 shares; 2025Q4: 2,395 shares 2,395 $313K 0.02% -1,839 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 351 shares 351 $309K 0.02% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,178 shares; 2025Q1: 98,088 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,195 shares 11,195 $307K 0.02% new Timeline ITDI 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: restricted; 2024Q4: 3,501 shares; 2025Q1: 4,516 shares; 2025Q2: 5,897 shares; 2025Q3: 6,763 shares; 2025Q4: 8,143 shares 8,143 $306K 0.02% +1,380 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: restricted; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 326 shares; 2025Q3: 347 shares; 2025Q4: 346 shares 346 $298K 0.02% -1 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,270 shares; 2025Q2: 4,282 shares; 2025Q3: 5,377 shares; 2025Q4: 5,912 shares 5,912 $297K 0.02% +535 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares 2,600 $293K 0.02% new Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,991 shares; 2025Q1: 19,991 shares; 2025Q2: 19,991 shares; 2025Q3: 19,991 shares; 2025Q4: 10,691 shares 10,691 $292K 0.02% -9,300 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,925 shares 2,925 $291K 0.02% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 205,244 shares; 2025Q1: 155,401 shares; 2025Q2: 39,896 shares; 2025Q3: 7,328 shares; 2025Q4: 5,750 shares 5,750 $291K 0.02% -1,578 Timeline XJR 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: restricted; 2024Q4: 6,758 shares; 2025Q1: 6,274 shares; 2025Q2: 6,488 shares; 2025Q3: 6,471 shares; 2025Q4: 6,807 shares 6,807 $290K 0.02% +336 Timeline CDX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,561 shares; 2025Q3: 11,945 shares; 2025Q4: 12,975 shares 12,975 $289K 0.02% +1,030 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: restricted; 2024Q4: not reported; 2025Q1: 1,349 shares; 2025Q2: 1,398 shares; 2025Q3: 1,329 shares; 2025Q4: 1,305 shares 1,305 $283K 0.02% -24 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,400 shares 3,400 $277K 0.02% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares 4,200 $275K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,047 shares; 2025Q3: 11,047 shares; 2025Q4: 11,361 shares 11,361 $273K 0.02% +314 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,261 shares; 2025Q3: 6,286 shares; 2025Q4: 7,529 shares 7,529 $273K 0.02% +1,243 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: restricted; 2024Q4: 255 shares; 2025Q1: 265 shares; 2025Q2: 2,526 shares; 2025Q3: 2,538 shares; 2025Q4: 2,558 shares 2,558 $271K 0.02% +20 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: restricted; 2024Q4: 1,173 shares; 2025Q1: 1,171 shares; 2025Q2: 1,307 shares; 2025Q3: 1,328 shares; 2025Q4: 1,320 shares 1,320 $257K 0.02% -8 Timeline DFSI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,896 shares 5,896 $253K 0.02% new Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $243K 0.02% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 510 shares 510 $229K 0.02% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: not reported; 2025Q3: 2,127 shares; 2025Q4: 2,127 shares 2,127 $217K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: 266 shares; 2025Q3: 280 shares; 2025Q4: 1,395 shares 1,395 $214K 0.02% +1,115 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,689 shares; 2025Q3: 27,635 shares; 2025Q4: 27,635 shares 27,635 $214K 0.02% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,936 shares; 2025Q1: 4,589 shares; 2025Q2: 4,605 shares; 2025Q3: 5,638 shares; 2025Q4: 4,408 shares 4,408 $207K 0.02% -1,230 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,602 shares 23,602 $127K 0.01% new Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,235 shares; 2025Q4: 11,622 shares 11,622 $52.4K <0.01% -3,613 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,201 shares 19,201 $51.1K <0.01% new Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,690 shares 11,690 $51K <0.01% new Timeline