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: 50,672 shares; 2024Q4: 52,170 shares; 2025Q1: 56,648 shares; 2025Q2: 57,760 shares; 2025Q3: 57,495 shares; 2025Q4: 59,419 shares 59,419 $37.3M 9.24% +1,924 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: 23,701 shares; 2024Q4: 23,369 shares; 2025Q1: 23,929 shares; 2025Q2: 24,636 shares; 2025Q3: 25,444 shares; 2025Q4: 25,218 shares 25,218 $15.5M 3.84% -226 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: 58,981 shares; 2024Q4: 61,910 shares; 2025Q1: 65,545 shares; 2025Q2: 65,161 shares; 2025Q3: 67,608 shares; 2025Q4: 69,213 shares 69,213 $15.2M 3.77% +1,605 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,164 shares; 2024Q4: 27,392 shares; 2025Q1: 29,201 shares; 2025Q2: 28,842 shares; 2025Q3: 29,645 shares; 2025Q4: 29,681 shares 29,681 $14.5M 3.59% +36 Timeline BJAN 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: 234,835 shares; 2024Q4: 240,807 shares; 2025Q1: 248,949 shares; 2025Q2: 248,975 shares; 2025Q3: 250,883 shares; 2025Q4: 262,967 shares 262,967 $14.5M 3.59% +12,084 Timeline BJUL 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: 251,654 shares; 2024Q4: 258,371 shares; 2025Q1: 263,979 shares; 2025Q2: 262,318 shares; 2025Q3: 268,784 shares; 2025Q4: 282,004 shares 282,004 $14.3M 3.55% +13,220 Timeline BOCT 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: 247,209 shares; 2024Q4: 259,058 shares; 2025Q1: 265,502 shares; 2025Q2: 264,944 shares; 2025Q3: 267,175 shares; 2025Q4: 285,759 shares 285,759 $14.1M 3.5% +18,584 Timeline BAPR 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: 251,973 shares; 2024Q4: 257,464 shares; 2025Q1: 262,344 shares; 2025Q2: 270,738 shares; 2025Q3: 273,529 shares; 2025Q4: 288,809 shares 288,809 $13.9M 3.44% +15,280 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: 39,459 shares; 2024Q4: 39,948 shares; 2025Q1: 41,762 shares; 2025Q2: 43,214 shares; 2025Q3: 44,704 shares; 2025Q4: 47,406 shares 47,406 $12.9M 3.2% +2,702 Timeline SPIB 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: 457,400 shares; 2024Q4: 513,675 shares; 2025Q1: 558,987 shares; 2025Q2: 584,055 shares; 2025Q3: 359,496 shares; 2025Q4: 373,919 shares 373,919 $12.6M 3.13% +14,423 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: 33,790 shares; 2024Q4: 40,926 shares; 2025Q1: 43,683 shares; 2025Q2: 45,882 shares; 2025Q3: 46,294 shares; 2025Q4: 47,077 shares 47,077 $12.1M 3.01% +783 Timeline FPEI 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: 282,433 shares; 2024Q4: 422,190 shares; 2025Q1: 425,614 shares; 2025Q2: 587,075 shares; 2025Q3: 588,031 shares; 2025Q4: 602,697 shares 602,697 $11.7M 2.9% +14,666 Timeline SLQD 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: 179,019 shares; 2024Q4: 199,707 shares; 2025Q1: 215,265 shares; 2025Q2: 224,388 shares; 2025Q3: 199,890 shares; 2025Q4: 210,207 shares 210,207 $10.7M 2.64% +10,317 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: 102,764 shares; 2024Q4: 312,701 shares; 2025Q1: 324,958 shares; 2025Q2: 349,363 shares; 2025Q3: 346,271 shares; 2025Q4: 382,443 shares 382,443 $10.5M 2.6% +36,172 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: 19,161 shares; 2024Q4: not reported; 2025Q1: 25,529 shares; 2025Q2: 26,670 shares; 2025Q3: 27,230 shares; 2025Q4: 26,843 shares 26,843 $8.4M 2.08% -387 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: 22,711 shares; 2024Q4: 20,036 shares; 2025Q1: 27,373 shares; 2025Q2: 32,048 shares; 2025Q3: 32,250 shares; 2025Q4: 38,977 shares 38,977 $7.27M 1.8% +6,727 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: 25,424 shares; 2024Q4: 24,714 shares; 2025Q1: 25,864 shares; 2025Q2: 21,136 shares; 2025Q3: 20,548 shares; 2025Q4: 21,605 shares 21,605 $7.24M 1.8% +1,057 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,209 shares; 2024Q4: 20,066 shares; 2025Q1: 22,454 shares; 2025Q2: 22,546 shares; 2025Q3: 22,755 shares; 2025Q4: 46,723 shares 46,723 $6.73M 1.67% +23,968 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,656 shares; 2024Q4: 9,659 shares; 2025Q1: 9,863 shares; 2025Q2: 11,144 shares; 2025Q3: 11,570 shares; 2025Q4: 13,301 shares 13,301 $6.43M 1.59% +1,731 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: 64,113 shares; 2024Q4: 68,543 shares; 2025Q1: 60,347 shares; 2025Q2: 99,062 shares; 2025Q3: 99,183 shares; 2025Q4: 102,501 shares 102,501 $5.19M 1.29% +3,318 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: 14,150 shares; 2024Q4: 14,245 shares; 2025Q1: 14,590 shares; 2025Q2: 14,723 shares; 2025Q3: 14,900 shares; 2025Q4: 15,336 shares 15,336 $4.94M 1.23% +436 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: not reported; 2024Q4: not reported; 2025Q1: 1,194 shares; 2025Q2: 2,182 shares; 2025Q3: 3,931 shares; 2025Q4: 4,075 shares 4,075 $4.38M 1.09% +144 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: 8,301 shares; 2024Q4: 8,301 shares; 2025Q1: 15,069 shares; 2025Q2: 15,879 shares; 2025Q3: 16,229 shares; 2025Q4: 18,130 shares 18,130 $4.18M 1.04% +1,901 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: 42,730 shares; 2024Q4: 48,881 shares; 2025Q1: 54,092 shares; 2025Q2: 59,657 shares; 2025Q3: 60,226 shares; 2025Q4: 81,038 shares 81,038 $4.1M 1.02% +20,812 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: 609 shares; 2024Q4: 693 shares; 2025Q1: 4,683 shares; 2025Q2: 5,279 shares; 2025Q3: 5,497 shares; 2025Q4: 5,808 shares 5,808 $3.83M 0.95% +311 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: 16,534 shares; 2024Q4: 16,822 shares; 2025Q1: 16,642 shares; 2025Q2: 16,908 shares; 2025Q3: 17,041 shares; 2025Q4: 16,828 shares 16,828 $3.48M 0.86% -213 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: 4,029 shares; 2024Q4: 4,099 shares; 2025Q1: 4,396 shares; 2025Q2: 4,449 shares; 2025Q3: 4,516 shares; 2025Q4: 4,704 shares 4,704 $3.21M 0.8% +188 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: 6,095 shares; 2024Q4: 6,095 shares; 2025Q1: 5,635 shares; 2025Q2: 5,710 shares; 2025Q3: 6,425 shares; 2025Q4: 8,137 shares 8,137 $2.82M 0.7% +1,712 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,211 shares; 2025Q2: 55,444 shares; 2025Q3: 55,688 shares; 2025Q4: 54,974 shares 54,974 $2.73M 0.68% -714 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: 13,897 shares; 2024Q4: 14,457 shares; 2025Q1: 14,601 shares; 2025Q2: 15,690 shares; 2025Q3: 15,930 shares; 2025Q4: 16,475 shares 16,475 $2.51M 0.62% +545 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: 2,542 shares; 2024Q4: 2,672 shares; 2025Q1: 2,728 shares; 2025Q2: 2,711 shares; 2025Q3: 2,745 shares; 2025Q4: 2,884 shares 2,884 $2.49M 0.62% +139 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,095 shares; 2024Q4: 42,020 shares; 2025Q1: 50,557 shares; 2025Q2: 80,686 shares; 2025Q3: 102,953 shares; 2025Q4: 110,452 shares 110,452 $2.45M 0.61% +7,499 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: 2,718 shares; 2024Q4: 2,681 shares; 2025Q1: 5,059 shares; 2025Q2: 5,062 shares; 2025Q3: 5,104 shares; 2025Q4: 7,816 shares 7,816 $2.45M 0.61% +2,712 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: 5,591 shares; 2024Q4: 11,648 shares; 2025Q1: 11,653 shares; 2025Q2: 12,388 shares; 2025Q3: 12,716 shares; 2025Q4: 13,280 shares 13,280 $2.45M 0.61% +564 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,203 shares; 2024Q4: 2,118 shares; 2025Q1: 4,576 shares; 2025Q2: 5,136 shares; 2025Q3: 5,871 shares; 2025Q4: 6,913 shares 6,913 $2.42M 0.6% +1,042 Timeline BSEP 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: 24,312 shares; 2024Q4: 24,312 shares; 2025Q1: 24,312 shares; 2025Q2: 24,312 shares; 2025Q3: 47,612 shares; 2025Q4: 47,537 shares 47,537 $2.34M 0.58% -75 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: 7,529 shares; 2024Q4: 6,017 shares; 2025Q1: 5,853 shares; 2025Q2: 5,423 shares; 2025Q3: 5,423 shares; 2025Q4: 5,172 shares 5,172 $2.33M 0.58% -251 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: 12,518 shares; 2024Q4: 14,040 shares; 2025Q1: 16,885 shares; 2025Q2: 17,247 shares; 2025Q3: 17,423 shares; 2025Q4: 18,300 shares 18,300 $2.08M 0.52% +877 Timeline BALT 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: 56,675 shares; 2024Q4: 55,471 shares; 2025Q1: 55,471 shares; 2025Q2: 55,471 shares; 2025Q3: 55,471 shares; 2025Q4: 61,975 shares 61,975 $2.08M 0.51% +6,504 Timeline VYMI 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: 28,609 shares; 2024Q4: 23,837 shares; 2025Q1: 20,435 shares; 2025Q2: 22,435 shares; 2025Q3: 22,435 shares; 2025Q4: 22,821 shares 22,821 $2.05M 0.51% +386 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: 27,182 shares; 2024Q4: 27,259 shares; 2025Q1: 27,919 shares; 2025Q2: 33,121 shares; 2025Q3: 33,683 shares; 2025Q4: 36,242 shares 36,242 $1.99M 0.49% +2,559 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: 84,826 shares; 2024Q4: 82,451 shares; 2025Q1: 35,051 shares; 2025Q2: 34,182 shares; 2025Q3: 34,965 shares; 2025Q4: 34,785 shares 34,785 $1.99M 0.49% -180 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: 8,009 shares; 2024Q4: 8,566 shares; 2025Q1: 9,177 shares; 2025Q2: 9,699 shares; 2025Q3: 9,813 shares; 2025Q4: 11,031 shares 11,031 $1.89M 0.47% +1,218 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: 6,348 shares; 2024Q4: 6,512 shares; 2025Q1: 6,377 shares; 2025Q2: 6,083 shares; 2025Q3: 6,059 shares; 2025Q4: 6,113 shares 6,113 $1.87M 0.46% +54 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,436 shares; 2024Q4: 8,352 shares; 2025Q1: 8,315 shares; 2025Q2: 8,405 shares; 2025Q3: 8,547 shares; 2025Q4: 27,311 shares 27,311 $1.83M 0.45% +18,764 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,025 shares 56,025 $1.83M 0.45% new 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: 6,841 shares; 2024Q4: 7,147 shares; 2025Q1: 7,180 shares; 2025Q2: 7,219 shares; 2025Q3: 7,434 shares; 2025Q4: 8,948 shares 8,948 $1.75M 0.43% +1,514 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,344 shares; 2025Q4: 7,133 shares 7,133 $1.73M 0.43% -211 Timeline BMAY 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: 24,802 shares; 2024Q4: 24,802 shares; 2025Q1: 24,678 shares; 2025Q2: 49,253 shares; 2025Q3: 37,478 shares; 2025Q4: 37,478 shares 37,478 $1.68M 0.42% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,610 shares; 2024Q4: 23,945 shares; 2025Q1: 23,732 shares; 2025Q2: 21,837 shares; 2025Q3: 21,837 shares; 2025Q4: 21,737 shares 21,737 $1.67M 0.41% -100 Timeline BMAR 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: 23,254 shares; 2024Q4: 23,254 shares; 2025Q1: 28,480 shares; 2025Q2: 28,480 shares; 2025Q3: 30,455 shares; 2025Q4: 30,365 shares 30,365 $1.61M 0.4% -90 Timeline BFEB 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: 23,962 shares; 2024Q4: 23,962 shares; 2025Q1: 30,987 shares; 2025Q2: 30,987 shares; 2025Q3: 33,162 shares; 2025Q4: 33,087 shares 33,087 $1.61M 0.4% -75 Timeline BDEC 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: 23,159 shares; 2024Q4: 37,434 shares; 2025Q1: 30,234 shares; 2025Q2: 30,234 shares; 2025Q3: 32,384 shares; 2025Q4: 32,384 shares 32,384 $1.6M 0.4% 0 Timeline FCAL 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: 26,397 shares; 2024Q4: 25,547 shares; 2025Q1: 25,447 shares; 2025Q2: 27,148 shares; 2025Q3: 30,655 shares; 2025Q4: 32,505 shares 32,505 $1.6M 0.4% +1,850 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: 2,449 shares; 2024Q4: 2,584 shares; 2025Q1: 3,581 shares; 2025Q2: 2,300 shares; 2025Q3: 2,366 shares; 2025Q4: 2,762 shares 2,762 $1.6M 0.4% +396 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: 5,726 shares; 2024Q4: 5,916 shares; 2025Q1: 5,933 shares; 2025Q2: 6,194 shares; 2025Q3: 6,210 shares; 2025Q4: 6,608 shares 6,608 $1.59M 0.4% +398 Timeline BJUN 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: 23,810 shares; 2024Q4: 23,810 shares; 2025Q1: 23,735 shares; 2025Q2: 31,485 shares; 2025Q3: 33,710 shares; 2025Q4: 33,710 shares 33,710 $1.58M 0.39% 0 Timeline BAUG 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: 23,943 shares; 2024Q4: 23,943 shares; 2025Q1: 23,844 shares; 2025Q2: 23,844 shares; 2025Q3: 31,432 shares; 2025Q4: 31,357 shares 31,357 $1.57M 0.39% -75 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: 15,905 shares; 2024Q4: 15,772 shares; 2025Q1: 9,908 shares; 2025Q2: 9,705 shares; 2025Q3: 9,506 shares; 2025Q4: 10,910 shares 10,910 $1.56M 0.39% +1,404 Timeline SCHI 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: 16,173 shares; 2024Q4: 43,957 shares; 2025Q1: 49,245 shares; 2025Q2: 49,159 shares; 2025Q3: 53,949 shares; 2025Q4: 67,281 shares 67,281 $1.55M 0.38% +13,332 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: 2,623 shares; 2024Q4: 2,782 shares; 2025Q1: 3,307 shares; 2025Q2: 3,922 shares; 2025Q3: 3,776 shares; 2025Q4: 4,027 shares 4,027 $1.41M 0.35% +251 Timeline BNOV 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: 24,635 shares; 2024Q4: 24,635 shares; 2025Q1: 24,635 shares; 2025Q2: 24,635 shares; 2025Q3: 26,985 shares; 2025Q4: 30,285 shares 30,285 $1.35M 0.33% +3,300 Timeline SPGP 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: 12,592 shares; 2024Q4: 12,182 shares; 2025Q1: 11,944 shares; 2025Q2: 12,269 shares; 2025Q3: 11,494 shares; 2025Q4: 11,454 shares 11,454 $1.3M 0.32% -40 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: 9,015 shares; 2024Q4: 8,865 shares; 2025Q1: 9,245 shares; 2025Q2: 9,265 shares; 2025Q3: 8,965 shares; 2025Q4: 8,890 shares 8,890 $1.28M 0.32% -75 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: 3,691 shares; 2024Q4: 3,691 shares; 2025Q1: 3,691 shares; 2025Q2: 3,691 shares; 2025Q3: 3,691 shares; 2025Q4: 3,691 shares 3,691 $1.18M 0.29% 0 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: 929 shares; 2024Q4: 929 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,926 shares; 2025Q4: 2,331 shares 2,331 $1.17M 0.29% +405 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: 5,790 shares; 2024Q4: 5,790 shares; 2025Q1: 5,510 shares; 2025Q2: 5,527 shares; 2025Q3: 5,542 shares; 2025Q4: 5,932 shares 5,932 $1.16M 0.29% +390 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 3,059 shares; 2025Q1: 3,677 shares; 2025Q2: 3,578 shares; 2025Q3: 3,736 shares; 2025Q4: 3,782 shares 3,782 $1.09M 0.27% +46 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,601 shares; 2025Q1: 2,626 shares; 2025Q2: 2,666 shares; 2025Q3: 2,641 shares; 2025Q4: 3,121 shares 3,121 $1.07M 0.27% +480 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: 11,355 shares; 2024Q4: 12,132 shares; 2025Q1: 12,212 shares; 2025Q2: 11,325 shares; 2025Q3: 10,803 shares; 2025Q4: 9,514 shares 9,514 $1.06M 0.26% -1,289 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 4,457 shares; 2025Q1: 4,557 shares; 2025Q2: 6,063 shares; 2025Q3: 6,356 shares; 2025Q4: 6,764 shares 6,764 $1.05M 0.26% +408 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: 2,473 shares; 2024Q4: 2,313 shares; 2025Q1: 2,039 shares; 2025Q2: 2,039 shares; 2025Q3: 2,039 shares; 2025Q4: 2,049 shares 2,049 $954K 0.24% +10 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: 11,033 shares; 2024Q4: 10,305 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 9,257 shares 9,257 $925K 0.23% +1,957 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: 10,319 shares; 2024Q4: 10,394 shares; 2025Q1: 9,711 shares; 2025Q2: 9,975 shares; 2025Q3: 9,616 shares; 2025Q4: 11,781 shares 11,781 $907K 0.22% +2,165 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: 9,959 shares; 2024Q4: 10,859 shares; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,575 shares 10,575 $886K 0.22% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 651 shares; 2025Q1: 608 shares; 2025Q2: 781 shares; 2025Q3: 797 shares; 2025Q4: 827 shares 827 $885K 0.22% +30 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: 2,482 shares; 2024Q4: 2,457 shares; 2025Q1: 2,457 shares; 2025Q2: 2,431 shares; 2025Q3: 2,431 shares; 2025Q4: 2,436 shares 2,436 $856K 0.21% +5 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,732 shares; 2024Q4: 6,712 shares; 2025Q1: 3,727 shares; 2025Q2: 3,634 shares; 2025Q3: 3,634 shares; 2025Q4: 6,959 shares 6,959 $831K 0.21% +3,325 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: 939 shares; 2024Q4: 936 shares; 2025Q1: 1,001 shares; 2025Q2: 1,136 shares; 2025Q3: 1,172 shares; 2025Q4: 1,172 shares 1,172 $803K 0.2% 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: 17,564 shares; 2024Q4: 18,211 shares; 2025Q1: 11,402 shares; 2025Q2: 11,402 shares; 2025Q3: 10,343 shares; 2025Q4: 12,453 shares 12,453 $778K 0.19% +2,110 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.19% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,206 shares; 2024Q4: 30,640 shares; 2025Q1: 30,640 shares; 2025Q2: 30,640 shares; 2025Q3: 30,640 shares; 2025Q4: 30,640 shares 30,640 $737K 0.18% 0 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: 9,349 shares; 2024Q4: 9,314 shares; 2025Q1: 8,458 shares; 2025Q2: 8,808 shares; 2025Q3: 8,736 shares; 2025Q4: 8,412 shares 8,412 $737K 0.18% -324 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: 5,523 shares; 2024Q4: 5,459 shares; 2025Q1: 5,265 shares; 2025Q2: 4,978 shares; 2025Q3: 4,978 shares; 2025Q4: 5,097 shares 5,097 $732K 0.18% +119 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 958 shares; 2025Q1: 958 shares; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 958 shares 958 $722K 0.18% 0 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: 5,991 shares; 2024Q4: 5,876 shares; 2025Q1: 6,685 shares; 2025Q2: 6,143 shares; 2025Q3: 5,493 shares; 2025Q4: 5,824 shares 5,824 $700K 0.17% +331 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,308 shares; 2024Q4: 32,508 shares; 2025Q1: 37,651 shares; 2025Q2: 37,651 shares; 2025Q3: 35,842 shares; 2025Q4: 36,991 shares 36,991 $700K 0.17% +1,149 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: 5,085 shares; 2024Q4: 4,708 shares; 2025Q1: 3,817 shares; 2025Q2: 3,784 shares; 2025Q3: 3,894 shares; 2025Q4: 5,550 shares 5,550 $668K 0.17% +1,656 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,053 shares; 2024Q4: 24,549 shares; 2025Q1: 24,550 shares; 2025Q2: 24,576 shares; 2025Q3: 24,425 shares; 2025Q4: 22,740 shares 22,740 $648K 0.16% -1,685 Timeline SCHH 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: 42,720 shares; 2024Q4: 38,970 shares; 2025Q1: 36,536 shares; 2025Q2: 35,957 shares; 2025Q3: 34,357 shares; 2025Q4: 30,657 shares 30,657 $640K 0.16% -3,700 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: not reported; 2024Q4: not reported; 2025Q1: 3,329 shares; 2025Q2: 3,329 shares; 2025Q3: 3,217 shares; 2025Q4: 3,217 shares 3,217 $639K 0.16% 0 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: 9,883 shares; 2024Q4: 8,110 shares; 2025Q1: 4,538 shares; 2025Q2: 4,538 shares; 2025Q3: 4,538 shares; 2025Q4: 6,782 shares 6,782 $632K 0.16% +2,244 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: 4,398 shares; 2024Q4: 3,748 shares; 2025Q1: 3,630 shares; 2025Q2: 3,407 shares; 2025Q3: 3,407 shares; 2025Q4: 2,686 shares 2,686 $621K 0.15% -721 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 473 shares; 2025Q2: 494 shares; 2025Q3: 636 shares; 2025Q4: 6,236 shares 6,236 $585K 0.14% +5,600 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: 8,395 shares; 2024Q4: 8,395 shares; 2025Q1: 7,192 shares; 2025Q2: 7,192 shares; 2025Q3: 7,192 shares; 2025Q4: 7,192 shares 7,192 $584K 0.14% 0 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,210 shares; 2024Q4: 7,864 shares; 2025Q1: 8,414 shares; 2025Q2: 8,229 shares; 2025Q3: 9,629 shares; 2025Q4: 11,629 shares 11,629 $580K 0.14% +2,000 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: 1,839 shares; 2024Q4: 1,727 shares; 2025Q1: 1,852 shares; 2025Q2: 2,997 shares; 2025Q3: 3,122 shares; 2025Q4: 3,732 shares 3,732 $575K 0.14% +610 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 1,829 shares; 2025Q1: 1,831 shares; 2025Q2: 1,781 shares; 2025Q3: 1,627 shares; 2025Q4: 2,473 shares 2,473 $565K 0.14% +846 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,089 shares; 2024Q4: 4,089 shares; 2025Q1: 4,089 shares; 2025Q2: 4,107 shares; 2025Q3: 4,107 shares; 2025Q4: 4,577 shares 4,577 $562K 0.14% +470 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,675 shares; 2025Q4: 3,278 shares 3,278 $561K 0.14% +1,603 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,992 shares; 2025Q1: 3,585 shares; 2025Q2: 3,865 shares; 2025Q3: 3,095 shares; 2025Q4: 4,229 shares 4,229 $532K 0.13% +1,134 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,334 shares; 2024Q4: 8,563 shares; 2025Q1: 9,249 shares; 2025Q2: 9,406 shares; 2025Q3: 9,192 shares; 2025Q4: 9,702 shares 9,702 $531K 0.13% +510 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,054 shares; 2025Q4: 4,513 shares 4,513 $527K 0.13% +2,459 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: 18,345 shares; 2024Q4: 19,525 shares; 2025Q1: 8,385 shares; 2025Q2: 8,282 shares; 2025Q3: 6,756 shares; 2025Q4: 6,461 shares 6,461 $519K 0.13% -295 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: 2,695 shares; 2024Q4: 2,996 shares; 2025Q1: 3,306 shares; 2025Q2: 2,877 shares; 2025Q3: 2,877 shares; 2025Q4: 2,062 shares 2,062 $508K 0.13% -815 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,804 shares; 2024Q4: 5,777 shares; 2025Q1: 4,257 shares; 2025Q2: 4,280 shares; 2025Q3: 4,280 shares; 2025Q4: 4,070 shares 4,070 $492K 0.12% -210 Timeline VOE 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: 1,652 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,675 shares 2,675 $475K 0.12% +600 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 6,225 shares; 2025Q1: 6,451 shares; 2025Q2: 6,472 shares; 2025Q3: 6,274 shares; 2025Q4: 6,058 shares 6,058 $471K 0.12% -216 Timeline BUFB 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: 12,400 shares; 2024Q4: 12,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 12,650 shares 12,650 $463K 0.11% +2,250 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: 632 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 647 shares; 2025Q4: 811 shares 811 $463K 0.11% +164 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: not reported; 2025Q4: 1,547 shares 1,547 $442K 0.11% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,702 shares; 2024Q4: not reported; 2025Q1: 17,128 shares; 2025Q2: 16,545 shares; 2025Q3: 15,089 shares; 2025Q4: 14,260 shares 14,260 $426K 0.11% -829 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 1,555 shares; 2025Q1: 1,719 shares; 2025Q2: 2,199 shares; 2025Q3: 2,199 shares; 2025Q4: 2,199 shares 2,199 $420K 0.1% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,271 shares 2,271 $416K 0.1% new 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: 15,118 shares; 2024Q4: 15,414 shares; 2025Q1: 15,419 shares; 2025Q2: 14,666 shares; 2025Q3: 14,854 shares; 2025Q4: 16,675 shares 16,675 $414K 0.1% +1,821 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,550 shares; 2024Q4: 18,550 shares; 2025Q1: 18,550 shares; 2025Q2: 18,550 shares; 2025Q3: 16,550 shares; 2025Q4: 16,550 shares 16,550 $413K 0.1% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 2,554 shares; 2025Q1: 1,592 shares; 2025Q2: 1,702 shares; 2025Q3: 1,643 shares; 2025Q4: 1,578 shares 1,578 $412K 0.1% -65 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: not reported; 2025Q3: 621 shares; 2025Q4: 1,033 shares 1,033 $409K 0.1% +412 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,080 shares; 2024Q4: 8,080 shares; 2025Q1: 8,080 shares; 2025Q2: 7,580 shares; 2025Q3: 7,580 shares; 2025Q4: 7,580 shares 7,580 $404K 0.1% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,906 shares; 2025Q1: 2,752 shares; 2025Q2: 2,863 shares; 2025Q3: 2,843 shares; 2025Q4: 2,843 shares 2,843 $404K 0.1% 0 Timeline DES 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: 11,580 shares; 2024Q4: 11,580 shares; 2025Q1: 11,580 shares; 2025Q2: 11,580 shares; 2025Q3: 11,580 shares; 2025Q4: 11,580 shares 11,580 $387K 0.1% 0 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 2,900 shares; 2025Q4: 3,850 shares 3,850 $386K 0.1% +950 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: not reported; 2024Q4: not reported; 2025Q1: 1,227 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,299 shares 1,299 $381K 0.09% +2 Timeline SCYB 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: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 12,141 shares; 2025Q4: 14,406 shares 14,406 $381K 0.09% +2,265 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 2,835 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares 2,835 $378K 0.09% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,680 shares; 2025Q1: 3,680 shares; 2025Q2: 3,680 shares; 2025Q3: 3,680 shares; 2025Q4: 3,718 shares 3,718 $375K 0.09% +38 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: 981 shares; 2024Q4: 1,015 shares; 2025Q1: 869 shares; 2025Q2: 1,054 shares; 2025Q3: 990 shares; 2025Q4: 1,135 shares 1,135 $375K 0.09% +145 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,682 shares; 2025Q1: 2,455 shares; 2025Q2: 2,485 shares; 2025Q3: 2,275 shares; 2025Q4: 2,958 shares 2,958 $371K 0.09% +683 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: 602 shares; 2024Q4: 602 shares; 2025Q1: 525 shares; 2025Q2: 496 shares; 2025Q3: 471 shares; 2025Q4: 419 shares 419 $368K 0.09% -52 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,493 shares; 2025Q1: 1,385 shares; 2025Q2: 1,324 shares; 2025Q3: 1,227 shares; 2025Q4: 1,227 shares 1,227 $364K 0.09% 0 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: 12,588 shares; 2024Q4: 12,345 shares; 2025Q1: 10,964 shares; 2025Q2: 11,140 shares; 2025Q3: 10,562 shares; 2025Q4: 8,630 shares 8,630 $351K 0.09% -1,932 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: not reported; 2024Q4: not reported; 2025Q1: 935 shares; 2025Q2: 923 shares; 2025Q3: 926 shares; 2025Q4: 1,073 shares 1,073 $351K 0.09% +147 Timeline JBBB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,361 shares; 2025Q3: 7,361 shares; 2025Q4: 7,361 shares 7,361 $351K 0.09% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,712 shares 12,712 $349K 0.09% new Timeline VBK 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: 901 shares; 2024Q4: 806 shares; 2025Q1: 920 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 1,135 shares 1,135 $343K 0.08% +275 Timeline PAPR 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: 11,635 shares; 2024Q4: 11,635 shares; 2025Q1: 11,635 shares; 2025Q2: 10,835 shares; 2025Q3: 8,835 shares; 2025Q4: 8,685 shares 8,685 $340K 0.08% -150 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: 669 shares; 2024Q4: 595 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 529 shares; 2025Q4: 587 shares 587 $336K 0.08% +58 Timeline EFV 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 4,700 shares 4,700 $336K 0.08% -300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 574 shares 574 $325K 0.08% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,019 shares; 2024Q4: 7,019 shares; 2025Q1: 5,418 shares; 2025Q2: 6,168 shares; 2025Q3: 5,862 shares; 2025Q4: 5,862 shares 5,862 $315K 0.08% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,397 shares; 2025Q1: 2,092 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares 1,950 $313K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 341 shares 341 $299K 0.07% new 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: 353 shares; 2024Q4: 493 shares; 2025Q1: 604 shares; 2025Q2: 593 shares; 2025Q3: 379 shares; 2025Q4: 1,945 shares 1,945 $298K 0.07% +1,566 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,781 shares; 2025Q1: 1,914 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,918 shares 1,918 $298K 0.07% +80 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: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares 7,800 $283K 0.07% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,340 shares; 2025Q1: 3,925 shares; 2025Q2: 3,925 shares; 2025Q3: 3,925 shares; 2025Q4: 4,230 shares 4,230 $279K 0.07% +305 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: 2,705 shares; 2024Q4: 2,705 shares; 2025Q1: 2,503 shares; 2025Q2: 1,821 shares; 2025Q3: 1,593 shares; 2025Q4: 1,593 shares 1,593 $276K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,203 shares; 2025Q4: 2,938 shares 2,938 $275K 0.07% +735 Timeline VBR 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: 1,435 shares; 2024Q4: 1,385 shares; 2025Q1: 1,585 shares; 2025Q2: 2,155 shares; 2025Q3: 1,612 shares; 2025Q4: 1,237 shares 1,237 $262K 0.06% -375 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: 4,116 shares; 2024Q4: 4,116 shares; 2025Q1: 3,806 shares; 2025Q2: 2,706 shares; 2025Q3: 2,706 shares; 2025Q4: 2,706 shares 2,706 $261K 0.06% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,193 shares 1,193 $255K 0.06% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,284 shares; 2025Q1: 1,142 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 1,033 shares 1,033 $254K 0.06% -88 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,140 shares; 2024Q4: 55,525 shares; 2025Q1: 29,487 shares; 2025Q2: 18,267 shares; 2025Q3: 11,558 shares; 2025Q4: 10,218 shares 10,218 $254K 0.06% -1,340 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED 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: 4,349 shares; 2025Q3: 4,289 shares; 2025Q4: 4,180 shares 4,180 $252K 0.06% -109 Timeline FCOM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,420 shares 3,420 $251K 0.06% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,420 shares; 2025Q4: 1,404 shares 1,404 $250K 0.06% -16 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 1,513 shares; 2025Q3: 1,678 shares; 2025Q4: 1,798 shares 1,798 $244K 0.06% +120 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,110 shares 1,110 $244K 0.06% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $244K 0.06% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,900 shares 5,900 $244K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 652 shares; 2025Q4: 652 shares 652 $243K 0.06% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 3,403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,303 shares 2,303 $242K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,024 shares 4,024 $242K 0.06% new Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,325 shares 5,325 $239K 0.06% new Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 5,260 shares; 2025Q1: 5,260 shares; 2025Q2: 5,260 shares; 2025Q3: 5,260 shares; 2025Q4: 5,085 shares 5,085 $236K 0.06% -175 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 5,080 shares; 2025Q1: 5,080 shares; 2025Q2: 5,080 shares; 2025Q3: 5,080 shares; 2025Q4: 4,905 shares 4,905 $231K 0.06% -175 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,285 shares; 2024Q4: 5,285 shares; 2025Q1: 5,285 shares; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares; 2025Q4: 5,135 shares 5,135 $226K 0.06% -150 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 561 shares; 2025Q1: not reported; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares 561 $221K 0.05% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $221K 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,365 shares 1,365 $219K 0.05% new Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,850 shares 7,850 $215K 0.05% 0 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: 607 shares 607 $214K 0.05% new 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: 4,611 shares; 2024Q4: 4,398 shares; 2025Q1: 2,937 shares; 2025Q2: 2,874 shares; 2025Q3: 3,025 shares; 2025Q4: 3,020 shares 3,020 $211K 0.05% -5 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,592 shares; 2025Q4: 6,592 shares 6,592 $208K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 485 shares 485 $205K 0.05% new Timeline MIST MILESTONE PHARMACEUTICALS IN More: the full row for MILESTONE PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $20.2K 0.01% new Timeline