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: not loaded; 2024Q4: 18,408 shares; 2025Q1: 17,886 shares; 2025Q2: 17,862 shares; 2025Q3: 17,710 shares; 2025Q4: 66,167 shares 66,167 $40.6M 8.72% +48,457 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: not loaded; 2024Q4: 37,204 shares; 2025Q1: 18,465 shares; 2025Q2: 35,883 shares; 2025Q3: 35,556 shares; 2025Q4: 35,625 shares 35,625 $17.2M 3.7% +69 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: not loaded; 2024Q4: 61,541 shares; 2025Q1: 49,663 shares; 2025Q2: 59,984 shares; 2025Q3: 59,603 shares; 2025Q4: 62,352 shares 62,352 $17M 3.64% +2,749 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 loaded; 2024Q4: 29,694 shares; 2025Q1: 30,047 shares; 2025Q2: 29,491 shares; 2025Q3: 28,935 shares; 2025Q4: 84,530 shares 84,530 $16.8M 3.6% +55,595 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: not loaded; 2024Q4: 472,547 shares; 2025Q1: 478,996 shares; 2025Q2: 485,525 shares; 2025Q3: 468,797 shares; 2025Q4: 471,283 shares 471,283 $12.9M 2.77% +2,486 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426,852 shares 426,852 $12.6M 2.71% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,945 shares 24,945 $12M 2.57% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,816 shares; 2025Q1: 10,138 shares; 2025Q2: 10,353 shares; 2025Q3: 9,988 shares; 2025Q4: 36,919 shares 36,919 $10.7M 2.3% +26,931 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: not loaded; 2024Q4: 31,084 shares; 2025Q1: 30,124 shares; 2025Q2: 28,401 shares; 2025Q3: 27,756 shares; 2025Q4: 172,177 shares 172,177 $10.5M 2.25% +144,421 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: not loaded; 2024Q4: 10,330 shares; 2025Q1: 11,624 shares; 2025Q2: 11,735 shares; 2025Q3: 11,940 shares; 2025Q4: 42,588 shares 42,588 $8.13M 1.74% +30,648 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: not loaded; 2024Q4: 5,073 shares; 2025Q1: 5,120 shares; 2025Q2: 6,026 shares; 2025Q3: 5,689 shares; 2025Q4: 138,244 shares 138,244 $7.43M 1.59% +132,555 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: not loaded; 2024Q4: 25,760 shares; 2025Q1: 23,969 shares; 2025Q2: 28,248 shares; 2025Q3: 28,086 shares; 2025Q4: 29,723 shares 29,723 $6.86M 1.47% +1,637 Timeline BIL 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 loaded; 2024Q4: 58,990 shares; 2025Q1: 56,444 shares; 2025Q2: 48,045 shares; 2025Q3: 50,038 shares; 2025Q4: 70,643 shares 70,643 $6.46M 1.38% +20,605 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 428 shares; 2025Q1: not reported; 2025Q2: 559 shares; 2025Q3: 773 shares; 2025Q4: 9,461 shares 9,461 $5.93M 1.27% +8,688 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,205 shares; 2025Q1: not reported; 2025Q2: 10,220 shares; 2025Q3: 10,166 shares; 2025Q4: 9,737 shares 9,737 $5.58M 1.2% -429 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,897 shares 114,897 $5.53M 1.19% new 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: not loaded; 2024Q4: 35,027 shares; 2025Q1: 33,095 shares; 2025Q2: 36,453 shares; 2025Q3: 35,983 shares; 2025Q4: 36,139 shares 36,139 $5.19M 1.11% +156 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,382 shares; 2025Q4: 9,673 shares 9,673 $4.86M 1.04% +291 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80,642 shares; 2025Q1: 83,688 shares; 2025Q2: 85,196 shares; 2025Q3: 85,490 shares; 2025Q4: 84,982 shares 84,982 $4.79M 1.03% -508 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,776 shares 49,776 $4.48M 0.96% new 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: not loaded; 2024Q4: 18,354 shares; 2025Q1: 13,669 shares; 2025Q2: 19,620 shares; 2025Q3: 17,431 shares; 2025Q4: 22,201 shares 22,201 $4.14M 0.89% +4,770 Timeline JQUA 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: not loaded; 2024Q4: 61,239 shares; 2025Q1: 63,095 shares; 2025Q2: 64,621 shares; 2025Q3: 63,143 shares; 2025Q4: 61,494 shares 61,494 $3.88M 0.83% -1,649 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: not loaded; 2024Q4: 20,208 shares; 2025Q1: 18,833 shares; 2025Q2: 15,754 shares; 2025Q3: 14,977 shares; 2025Q4: 31,447 shares 31,447 $3.88M 0.83% +16,470 Timeline SPYG 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 loaded; 2024Q4: 38,018 shares; 2025Q1: 35,642 shares; 2025Q2: 36,154 shares; 2025Q3: 35,797 shares; 2025Q4: 36,004 shares 36,004 $3.84M 0.82% +207 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: not loaded; 2024Q4: 15,829 shares; 2025Q1: 13,692 shares; 2025Q2: 13,258 shares; 2025Q3: 11,202 shares; 2025Q4: 10,734 shares 10,734 $3.71M 0.8% -468 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: not loaded; 2024Q4: 11,660 shares; 2025Q1: 9,854 shares; 2025Q2: 10,576 shares; 2025Q3: 10,214 shares; 2025Q4: 10,558 shares 10,558 $3.7M 0.79% +344 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: not loaded; 2024Q4: 15,652 shares; 2025Q1: 15,438 shares; 2025Q2: 10,993 shares; 2025Q3: 10,643 shares; 2025Q4: 11,254 shares 11,254 $3.53M 0.76% +611 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: not loaded; 2024Q4: 34,146 shares; 2025Q1: 27,574 shares; 2025Q2: 33,085 shares; 2025Q3: 32,862 shares; 2025Q4: 33,445 shares 33,445 $3.52M 0.76% +583 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,742 shares; 2025Q1: 1,653 shares; 2025Q2: 1,658 shares; 2025Q3: 1,659 shares; 2025Q4: 4,885 shares 4,885 $3.33M 0.71% +3,226 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: not loaded; 2024Q4: 12,142 shares; 2025Q1: 10,709 shares; 2025Q2: 11,454 shares; 2025Q3: 11,487 shares; 2025Q4: 22,210 shares 22,210 $3.2M 0.69% +10,723 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: not loaded; 2024Q4: 4,569 shares; 2025Q1: 4,432 shares; 2025Q2: 5,362 shares; 2025Q3: 5,333 shares; 2025Q4: 14,663 shares 14,663 $3.11M 0.67% +9,330 Timeline ARTY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,238 shares 64,238 $3.09M 0.66% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,584 shares; 2025Q1: 20,209 shares; 2025Q2: 23,488 shares; 2025Q3: 22,469 shares; 2025Q4: 40,066 shares 40,066 $2.97M 0.64% +17,597 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,548 shares; 2025Q1: 18,111 shares; 2025Q2: 17,219 shares; 2025Q3: 17,200 shares; 2025Q4: 16,584 shares 16,584 $2.89M 0.62% -616 Timeline CALF 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: not loaded; 2024Q4: 51,753 shares; 2025Q1: 65,773 shares; 2025Q2: 67,367 shares; 2025Q3: 68,217 shares; 2025Q4: 62,269 shares 62,269 $2.76M 0.59% -5,948 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,786 shares 26,786 $2.73M 0.59% new Timeline BOW BOWHEAD SPECIALTY HLDGS INC More: the full row for BOWHEAD SPECIALTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,569 shares 95,569 $2.73M 0.58% new Timeline IYW 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 loaded; 2024Q4: 5,455 shares; 2025Q1: 4,850 shares; 2025Q2: 4,132 shares; 2025Q3: 1,690 shares; 2025Q4: 13,079 shares 13,079 $2.61M 0.56% +11,389 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: not loaded; 2024Q4: 5,340 shares; 2025Q1: 5,020 shares; 2025Q2: 5,491 shares; 2025Q3: 5,460 shares; 2025Q4: 5,300 shares 5,300 $2.58M 0.55% -160 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,582 shares; 2025Q1: 64,292 shares; 2025Q2: 66,365 shares; 2025Q3: 66,420 shares; 2025Q4: 64,723 shares 64,723 $2.56M 0.55% -1,697 Timeline IQLT 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 loaded; 2024Q4: 19,015 shares; 2025Q1: 28,667 shares; 2025Q2: 34,518 shares; 2025Q3: 48,287 shares; 2025Q4: 55,991 shares 55,991 $2.54M 0.55% +7,704 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: not loaded; 2024Q4: 27,316 shares; 2025Q1: 27,292 shares; 2025Q2: 20,010 shares; 2025Q3: 19,065 shares; 2025Q4: 19,142 shares 19,142 $2.47M 0.53% +77 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,952 shares; 2025Q1: 30,591 shares; 2025Q2: 79,984 shares; 2025Q3: 88,568 shares; 2025Q4: 91,653 shares 91,653 $2.47M 0.53% +3,085 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,880 shares; 2025Q1: 48,916 shares; 2025Q2: 33,796 shares; 2025Q3: 32,231 shares; 2025Q4: 33,038 shares 33,038 $2.45M 0.52% +807 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,540 shares; 2025Q4: 47,710 shares 47,710 $2.42M 0.52% +28,170 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: not loaded; 2024Q4: 11,885 shares; 2025Q1: 4,567 shares; 2025Q2: 14,451 shares; 2025Q3: 15,772 shares; 2025Q4: 15,761 shares 15,761 $2.4M 0.52% -11 Timeline IBTG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103,952 shares 103,952 $2.38M 0.51% new Timeline IBTH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,317 shares 102,317 $2.3M 0.49% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,105 shares; 2025Q4: 33,993 shares 33,993 $2.2M 0.47% +28,888 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: not loaded; 2024Q4: 17,425 shares; 2025Q1: 16,611 shares; 2025Q2: 16,414 shares; 2025Q3: 16,469 shares; 2025Q4: 16,220 shares 16,220 $2.17M 0.46% -249 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,519 shares; 2025Q1: 31,691 shares; 2025Q2: 33,267 shares; 2025Q3: 34,009 shares; 2025Q4: 36,057 shares 36,057 $2.16M 0.46% +2,048 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: not loaded; 2024Q4: 2,020 shares; 2025Q1: 1,584 shares; 2025Q2: 2,085 shares; 2025Q3: 2,121 shares; 2025Q4: 2,429 shares 2,429 $2.09M 0.45% +308 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: not loaded; 2024Q4: 43,880 shares; 2025Q1: 39,507 shares; 2025Q2: 21,370 shares; 2025Q3: 20,544 shares; 2025Q4: 19,816 shares 19,816 $2.06M 0.44% -728 Timeline JEPQ 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: not loaded; 2024Q4: 24,843 shares; 2025Q1: 27,517 shares; 2025Q2: 33,820 shares; 2025Q3: 35,507 shares; 2025Q4: 34,841 shares 34,841 $2.02M 0.43% -666 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 loaded; 2024Q4: 3,216 shares; 2025Q1: not reported; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 1,810 shares 1,810 $1.95M 0.42% -420 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: not loaded; 2024Q4: 3,137 shares; 2025Q1: 4,168 shares; 2025Q2: 4,397 shares; 2025Q3: 4,477 shares; 2025Q4: 6,179 shares 6,179 $1.93M 0.41% +1,702 Timeline JPIE 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: not loaded; 2024Q4: not reported; 2025Q1: 31,537 shares; 2025Q2: 39,459 shares; 2025Q3: 38,899 shares; 2025Q4: 41,274 shares 41,274 $1.91M 0.41% +2,375 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,675 shares; 2025Q1: 30,949 shares; 2025Q2: 30,028 shares; 2025Q3: 24,385 shares; 2025Q4: 22,723 shares 22,723 $1.88M 0.4% -1,662 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: not loaded; 2024Q4: 25,857 shares; 2025Q1: 28,451 shares; 2025Q2: 34,440 shares; 2025Q3: 36,230 shares; 2025Q4: 32,702 shares 32,702 $1.87M 0.4% -3,528 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,173 shares; 2025Q1: 6,273 shares; 2025Q2: 9,463 shares; 2025Q3: 9,681 shares; 2025Q4: 18,020 shares 18,020 $1.81M 0.39% +8,339 Timeline ESGU 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 loaded; 2024Q4: 10,684 shares; 2025Q1: 11,219 shares; 2025Q2: 9,781 shares; 2025Q3: 12,240 shares; 2025Q4: 11,768 shares 11,768 $1.75M 0.38% -472 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,610 shares 36,610 $1.75M 0.38% new 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: not loaded; 2024Q4: 14,789 shares; 2025Q1: 6,445 shares; 2025Q2: 13,527 shares; 2025Q3: 13,490 shares; 2025Q4: 14,494 shares 14,494 $1.74M 0.37% +1,004 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: not loaded; 2024Q4: 9,549 shares; 2025Q1: 9,300 shares; 2025Q2: 19,177 shares; 2025Q3: 18,728 shares; 2025Q4: 25,617 shares 25,617 $1.72M 0.37% +6,889 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,745 shares; 2025Q1: 42,888 shares; 2025Q2: 20,450 shares; 2025Q3: 19,470 shares; 2025Q4: 20,545 shares 20,545 $1.65M 0.35% +1,075 Timeline SUSC 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 loaded; 2024Q4: 81,115 shares; 2025Q1: 80,542 shares; 2025Q2: 59,742 shares; 2025Q3: 65,302 shares; 2025Q4: 69,765 shares 69,765 $1.63M 0.35% +4,463 Timeline EAGG 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 loaded; 2024Q4: 39,091 shares; 2025Q1: 39,071 shares; 2025Q2: 37,713 shares; 2025Q3: 34,729 shares; 2025Q4: 33,855 shares 33,855 $1.62M 0.35% -874 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: not loaded; 2024Q4: 12,167 shares; 2025Q1: 26,173 shares; 2025Q2: 18,779 shares; 2025Q3: 20,966 shares; 2025Q4: 21,463 shares 21,463 $1.56M 0.33% +497 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: not loaded; 2024Q4: 11,102 shares; 2025Q1: 9,332 shares; 2025Q2: 8,670 shares; 2025Q3: 8,006 shares; 2025Q4: 7,210 shares 7,210 $1.53M 0.33% -796 Timeline SCHZ 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 loaded; 2024Q4: 58,647 shares; 2025Q1: 60,921 shares; 2025Q2: 57,543 shares; 2025Q3: 59,933 shares; 2025Q4: 64,202 shares 64,202 $1.5M 0.32% +4,269 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: not loaded; 2024Q4: 6,806 shares; 2025Q1: 1,701 shares; 2025Q2: 6,850 shares; 2025Q3: 6,905 shares; 2025Q4: 7,180 shares 7,180 $1.49M 0.32% +275 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: not loaded; 2024Q4: 2,753 shares; 2025Q1: 1,775 shares; 2025Q2: 4,072 shares; 2025Q3: 4,224 shares; 2025Q4: 4,427 shares 4,427 $1.48M 0.32% +203 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: not loaded; 2024Q4: 3,319 shares; 2025Q1: not reported; 2025Q2: 3,356 shares; 2025Q3: 3,347 shares; 2025Q4: 3,175 shares 3,175 $1.48M 0.32% -172 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,335 shares; 2025Q1: 18,209 shares; 2025Q2: 19,453 shares; 2025Q3: 19,684 shares; 2025Q4: 21,291 shares 21,291 $1.48M 0.32% +1,607 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 loaded; 2024Q4: 9,115 shares; 2025Q1: 6,079 shares; 2025Q2: 7,380 shares; 2025Q3: 7,363 shares; 2025Q4: 6,863 shares 6,863 $1.47M 0.32% -500 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,780 shares; 2025Q1: 28,449 shares; 2025Q2: 28,825 shares; 2025Q3: 31,087 shares; 2025Q4: 31,945 shares 31,945 $1.45M 0.31% +858 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: not loaded; 2024Q4: 4,973 shares; 2025Q1: 5,045 shares; 2025Q2: 5,024 shares; 2025Q3: 5,107 shares; 2025Q4: 5,029 shares 5,029 $1.45M 0.31% -78 Timeline FDL 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: not loaded; 2024Q4: 37,081 shares; 2025Q1: 36,455 shares; 2025Q2: 36,915 shares; 2025Q3: 33,803 shares; 2025Q4: 32,370 shares 32,370 $1.44M 0.31% -1,433 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: not loaded; 2024Q4: 3,780 shares; 2025Q1: 3,452 shares; 2025Q2: 3,519 shares; 2025Q3: 3,519 shares; 2025Q4: 4,387 shares 4,387 $1.41M 0.3% +868 Timeline SPTS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,575 shares; 2025Q3: 43,623 shares; 2025Q4: 47,835 shares 47,835 $1.4M 0.3% +4,212 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: not loaded; 2024Q4: 17,960 shares; 2025Q1: 4,628 shares; 2025Q2: 17,955 shares; 2025Q3: 17,867 shares; 2025Q4: 18,042 shares 18,042 $1.39M 0.3% +175 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,251 shares; 2025Q1: 15,721 shares; 2025Q2: 15,595 shares; 2025Q3: 15,429 shares; 2025Q4: 15,710 shares 15,710 $1.37M 0.29% +281 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: not loaded; 2024Q4: 45,742 shares; 2025Q1: 44,722 shares; 2025Q2: 34,804 shares; 2025Q3: 28,174 shares; 2025Q4: 28,801 shares 28,801 $1.34M 0.29% +627 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,289 shares; 2025Q1: 30,947 shares; 2025Q2: 30,457 shares; 2025Q3: 29,762 shares; 2025Q4: 28,648 shares 28,648 $1.32M 0.28% -1,114 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,271 shares 25,271 $1.27M 0.27% new Timeline XLG 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,865 shares; 2025Q3: 20,338 shares; 2025Q4: 21,296 shares 21,296 $1.26M 0.27% +958 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,988 shares; 2025Q1: 29,988 shares; 2025Q2: 29,910 shares; 2025Q3: 28,925 shares; 2025Q4: 27,668 shares 27,668 $1.26M 0.27% -1,257 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: not loaded; 2024Q4: 1,370 shares; 2025Q1: 1,306 shares; 2025Q2: 1,305 shares; 2025Q3: 1,255 shares; 2025Q4: 1,899 shares 1,899 $1.25M 0.27% +644 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: not loaded; 2024Q4: 22,535 shares; 2025Q1: 21,434 shares; 2025Q2: 23,432 shares; 2025Q3: 19,730 shares; 2025Q4: 17,545 shares 17,545 $1.25M 0.27% -2,185 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: not loaded; 2024Q4: 16,481 shares; 2025Q1: 15,435 shares; 2025Q2: 12,002 shares; 2025Q3: 11,474 shares; 2025Q4: 12,211 shares 12,211 $1.22M 0.26% +737 Timeline ICOW 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,314 shares; 2025Q4: 31,162 shares 31,162 $1.21M 0.26% +22,848 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: not loaded; 2024Q4: 3,501 shares; 2025Q1: 2,917 shares; 2025Q2: 3,372 shares; 2025Q3: 3,299 shares; 2025Q4: 3,491 shares 3,491 $1.2M 0.26% +192 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: not loaded; 2024Q4: 8,387 shares; 2025Q1: 7,389 shares; 2025Q2: 7,423 shares; 2025Q3: 7,164 shares; 2025Q4: 7,737 shares 7,737 $1.19M 0.26% +573 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: not loaded; 2024Q4: 7,981 shares; 2025Q1: 1,345 shares; 2025Q2: 8,111 shares; 2025Q3: 8,016 shares; 2025Q4: 8,201 shares 8,201 $1.18M 0.25% +185 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: not loaded; 2024Q4: 25,066 shares; 2025Q1: 29,207 shares; 2025Q2: 47,597 shares; 2025Q3: 49,647 shares; 2025Q4: 46,905 shares 46,905 $1.17M 0.25% -2,742 Timeline FDVV 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 loaded; 2024Q4: 10,069 shares; 2025Q1: 10,967 shares; 2025Q2: 12,790 shares; 2025Q3: 15,006 shares; 2025Q4: 20,237 shares 20,237 $1.15M 0.25% +5,231 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,274 shares; 2025Q1: 46,296 shares; 2025Q2: 27,581 shares; 2025Q3: 20,315 shares; 2025Q4: 19,852 shares 19,852 $1.14M 0.25% -463 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: not loaded; 2024Q4: 8,167 shares; 2025Q1: not reported; 2025Q2: 20,281 shares; 2025Q3: 30,515 shares; 2025Q4: 28,022 shares 28,022 $1.14M 0.24% -2,493 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,108 shares; 2025Q1: 29,255 shares; 2025Q2: 21,688 shares; 2025Q3: 21,208 shares; 2025Q4: 25,299 shares 25,299 $1.12M 0.24% +4,091 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,217 shares; 2025Q1: 5,212 shares; 2025Q2: 5,218 shares; 2025Q3: 5,106 shares; 2025Q4: 4,854 shares 4,854 $1.11M 0.24% -252 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,545 shares; 2025Q1: 34,715 shares; 2025Q2: 35,012 shares; 2025Q3: 34,412 shares; 2025Q4: 33,975 shares 33,975 $1.09M 0.23% -437 Timeline XLC 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: not loaded; 2024Q4: 5,540 shares; 2025Q1: 5,357 shares; 2025Q2: 6,177 shares; 2025Q3: 6,870 shares; 2025Q4: 9,242 shares 9,242 $1.09M 0.23% +2,372 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: not loaded; 2024Q4: 14,840 shares; 2025Q1: 14,829 shares; 2025Q2: 10,921 shares; 2025Q3: 11,087 shares; 2025Q4: 11,028 shares 11,028 $1.05M 0.23% -59 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,713 shares; 2025Q3: 22,279 shares; 2025Q4: 22,074 shares 22,074 $1.02M 0.22% -205 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,150 shares 2,150 $1.02M 0.22% new Timeline DFGP 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,468 shares 18,468 $998K 0.21% new 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: not loaded; 2024Q4: 5,976 shares; 2025Q1: 5,048 shares; 2025Q2: 6,598 shares; 2025Q3: 6,624 shares; 2025Q4: 8,947 shares 8,947 $996K 0.21% +2,323 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: not loaded; 2024Q4: 1,529 shares; 2025Q1: 1,420 shares; 2025Q2: 1,305 shares; 2025Q3: 1,179 shares; 2025Q4: 1,444 shares 1,444 $988K 0.21% +265 Timeline USHY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,289 shares 26,289 $983K 0.21% new Timeline JMBS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,300 shares; 2025Q4: 21,245 shares 21,245 $970K 0.21% +1,945 Timeline QTEC 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: not loaded; 2024Q4: 4,760 shares; 2025Q1: 4,537 shares; 2025Q2: 4,341 shares; 2025Q3: 4,261 shares; 2025Q4: 4,157 shares 4,157 $956K 0.21% -104 Timeline VT 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,713 shares 6,713 $946K 0.2% new 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 loaded; 2024Q4: 2,821 shares; 2025Q1: 2,339 shares; 2025Q2: 2,752 shares; 2025Q3: 2,764 shares; 2025Q4: 2,859 shares 2,859 $935K 0.2% +95 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: not loaded; 2024Q4: 2,100 shares; 2025Q1: not reported; 2025Q2: 1,861 shares; 2025Q3: 1,919 shares; 2025Q4: 7,781 shares 7,781 $935K 0.2% +5,862 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,921 shares; 2025Q1: 5,428 shares; 2025Q2: 8,283 shares; 2025Q3: 9,735 shares; 2025Q4: 9,415 shares 9,415 $933K 0.2% -320 Timeline MUB 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 loaded; 2024Q4: 9,359 shares; 2025Q1: 9,826 shares; 2025Q2: 8,905 shares; 2025Q3: 8,613 shares; 2025Q4: 8,629 shares 8,629 $924K 0.2% +16 Timeline ESGD 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 loaded; 2024Q4: 4,499 shares; 2025Q1: 4,499 shares; 2025Q2: 7,435 shares; 2025Q3: 9,516 shares; 2025Q4: 9,518 shares 9,518 $905K 0.19% +2 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,336 shares 2,336 $903K 0.19% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,308 shares 2,308 $902K 0.19% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,004 shares; 2025Q1: not reported; 2025Q2: 8,537 shares; 2025Q3: 8,557 shares; 2025Q4: 9,538 shares 9,538 $888K 0.19% +981 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,677 shares; 2025Q3: 4,850 shares; 2025Q4: 17,295 shares 17,295 $874K 0.19% +12,445 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,795 shares; 2025Q1: 3,744 shares; 2025Q2: 4,789 shares; 2025Q3: 4,755 shares; 2025Q4: 4,912 shares 4,912 $872K 0.19% +157 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 loaded; 2024Q4: 780 shares; 2025Q1: 772 shares; 2025Q2: 776 shares; 2025Q3: 776 shares; 2025Q4: 812 shares 812 $868K 0.19% +36 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 loaded; 2024Q4: 3,750 shares; 2025Q1: 3,549 shares; 2025Q2: 3,750 shares; 2025Q3: 3,912 shares; 2025Q4: 3,912 shares 3,912 $859K 0.18% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,833 shares; 2025Q1: not reported; 2025Q2: 4,601 shares; 2025Q3: 4,643 shares; 2025Q4: 3,745 shares 3,745 $855K 0.18% -898 Timeline VOT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,013 shares 3,013 $841K 0.18% 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: not loaded; 2024Q4: not reported; 2025Q1: 11,736 shares; 2025Q2: 11,997 shares; 2025Q3: 13,517 shares; 2025Q4: 13,847 shares 13,847 $833K 0.18% +330 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,635 shares; 2025Q1: 11,638 shares; 2025Q2: 11,432 shares; 2025Q3: 10,547 shares; 2025Q4: 10,549 shares 10,549 $775K 0.17% +2 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,343 shares; 2025Q4: 7,581 shares 7,581 $770K 0.17% +5,238 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,872 shares; 2025Q1: 4,983 shares; 2025Q2: 4,659 shares; 2025Q3: 4,481 shares; 2025Q4: 6,411 shares 6,411 $764K 0.16% +1,930 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: not loaded; 2024Q4: 3,752 shares; 2025Q1: 3,690 shares; 2025Q2: 3,209 shares; 2025Q3: 2,996 shares; 2025Q4: 2,964 shares 2,964 $764K 0.16% -32 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: not loaded; 2024Q4: 6,061 shares; 2025Q1: 5,894 shares; 2025Q2: 5,887 shares; 2025Q3: 5,221 shares; 2025Q4: 4,922 shares 4,922 $761K 0.16% -299 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: not loaded; 2024Q4: 8,812 shares; 2025Q1: 8,271 shares; 2025Q2: 3,362 shares; 2025Q3: 3,322 shares; 2025Q4: 11,492 shares 11,492 $758K 0.16% +8,170 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: not loaded; 2024Q4: 11,340 shares; 2025Q1: 5,069 shares; 2025Q2: 10,680 shares; 2025Q3: 10,403 shares; 2025Q4: 10,783 shares 10,783 $753K 0.16% +380 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: not loaded; 2024Q4: 5,280 shares; 2025Q1: 1,558 shares; 2025Q2: 5,075 shares; 2025Q3: 5,006 shares; 2025Q4: 5,055 shares 5,055 $725K 0.16% +49 Timeline EVUS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,732 shares; 2025Q4: 22,087 shares 22,087 $707K 0.15% +9,355 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: not loaded; 2024Q4: 2,928 shares; 2025Q1: 1,117 shares; 2025Q2: 2,933 shares; 2025Q3: 2,934 shares; 2025Q4: 3,040 shares 3,040 $703K 0.15% +106 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,861 shares; 2025Q1: not reported; 2025Q2: 18,790 shares; 2025Q3: 18,887 shares; 2025Q4: 18,693 shares 18,693 $689K 0.15% -194 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: not loaded; 2024Q4: 1,583 shares; 2025Q1: 1,054 shares; 2025Q2: 1,642 shares; 2025Q3: 1,626 shares; 2025Q4: 2,312 shares 2,312 $684K 0.15% +686 Timeline VIGI 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: not loaded; 2024Q4: 6,467 shares; 2025Q1: 6,467 shares; 2025Q2: 6,378 shares; 2025Q3: 6,412 shares; 2025Q4: 7,417 shares 7,417 $678K 0.15% +1,005 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: not loaded; 2024Q4: 14,744 shares; 2025Q1: not reported; 2025Q2: 10,222 shares; 2025Q3: 10,222 shares; 2025Q4: 12,252 shares 12,252 $673K 0.14% +2,030 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,209 shares; 2025Q4: 19,977 shares 19,977 $664K 0.14% -232 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,038 shares; 2025Q3: 17,584 shares; 2025Q4: 19,793 shares 19,793 $659K 0.14% +2,209 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,547 shares 10,547 $658K 0.14% new 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: not loaded; 2024Q4: 9,488 shares; 2025Q1: 8,936 shares; 2025Q2: 8,163 shares; 2025Q3: 8,144 shares; 2025Q4: 7,319 shares 7,319 $654K 0.14% -825 Timeline VPU 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 loaded; 2024Q4: 3,704 shares; 2025Q1: 3,583 shares; 2025Q2: 3,558 shares; 2025Q3: 3,448 shares; 2025Q4: 3,538 shares 3,538 $654K 0.14% +90 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,560 shares; 2025Q1: 7,560 shares; 2025Q2: 7,560 shares; 2025Q3: 7,560 shares; 2025Q4: 7,560 shares 7,560 $652K 0.14% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,158 shares 2,158 $651K 0.14% new 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: not loaded; 2024Q4: 1,908 shares; 2025Q1: 858 shares; 2025Q2: 2,049 shares; 2025Q3: 2,060 shares; 2025Q4: 2,117 shares 2,117 $647K 0.14% +57 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,538 shares; 2025Q3: 16,364 shares; 2025Q4: 16,734 shares 16,734 $645K 0.14% +370 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: not loaded; 2024Q4: 3,505 shares; 2025Q1: 2,657 shares; 2025Q2: 3,013 shares; 2025Q3: 2,723 shares; 2025Q4: 2,664 shares 2,664 $642K 0.14% -59 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,525 shares; 2025Q1: not reported; 2025Q2: 1,541 shares; 2025Q3: 1,542 shares; 2025Q4: 1,702 shares 1,702 $629K 0.13% +160 Timeline IXJ 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 loaded; 2024Q4: 3,320 shares; 2025Q1: 4,955 shares; 2025Q2: 4,924 shares; 2025Q3: 6,460 shares; 2025Q4: 6,429 shares 6,429 $626K 0.13% -31 Timeline NULV 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: not loaded; 2024Q4: 11,923 shares; 2025Q1: 11,923 shares; 2025Q2: 12,732 shares; 2025Q3: 12,587 shares; 2025Q4: 13,359 shares 13,359 $601K 0.13% +772 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,079 shares; 2025Q3: 4,815 shares; 2025Q4: 7,675 shares 7,675 $578K 0.12% +2,860 Timeline VGK 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: not loaded; 2024Q4: 6,668 shares; 2025Q1: 6,668 shares; 2025Q2: 7,022 shares; 2025Q3: 6,864 shares; 2025Q4: 6,864 shares 6,864 $573K 0.12% 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 loaded; 2024Q4: 2,754 shares; 2025Q1: not reported; 2025Q2: 2,731 shares; 2025Q3: 2,626 shares; 2025Q4: 3,105 shares 3,105 $569K 0.12% +479 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,943 shares; 2025Q4: 13,409 shares 13,409 $569K 0.12% +466 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,695 shares; 2025Q1: 17,145 shares; 2025Q2: 17,070 shares; 2025Q3: 16,520 shares; 2025Q4: 14,455 shares 14,455 $554K 0.12% -2,065 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: not loaded; 2024Q4: 26,351 shares; 2025Q1: 26,391 shares; 2025Q2: 26,622 shares; 2025Q3: 26,703 shares; 2025Q4: 23,852 shares 23,852 $549K 0.12% -2,851 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: not loaded; 2024Q4: 899 shares; 2025Q1: not reported; 2025Q2: 585 shares; 2025Q3: 537 shares; 2025Q4: 5,745 shares 5,745 $538K 0.12% +5,208 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,090 shares; 2025Q1: 900 shares; 2025Q2: 1,205 shares; 2025Q3: 1,074 shares; 2025Q4: 1,196 shares 1,196 $537K 0.12% +122 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,723 shares; 2025Q1: 9,618 shares; 2025Q2: 9,645 shares; 2025Q3: 10,190 shares; 2025Q4: 10,134 shares 10,134 $534K 0.11% -56 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,816 shares; 2025Q1: 2,816 shares; 2025Q2: 2,794 shares; 2025Q3: 2,558 shares; 2025Q4: 2,556 shares 2,556 $532K 0.11% -2 Timeline EMLP 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: not loaded; 2024Q4: 15,115 shares; 2025Q1: 14,218 shares; 2025Q2: 14,710 shares; 2025Q3: 14,204 shares; 2025Q4: 14,056 shares 14,056 $532K 0.11% -148 Timeline EXI 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 loaded; 2024Q4: 1,546 shares; 2025Q1: 2,334 shares; 2025Q2: 2,604 shares; 2025Q3: 3,030 shares; 2025Q4: 3,036 shares 3,036 $532K 0.11% +6 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: not loaded; 2024Q4: 2,624 shares; 2025Q1: not reported; 2025Q2: 2,647 shares; 2025Q3: 2,645 shares; 2025Q4: 2,717 shares 2,717 $530K 0.11% +72 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,526 shares; 2025Q1: 4,269 shares; 2025Q2: 3,240 shares; 2025Q3: 3,225 shares; 2025Q4: 3,131 shares 3,131 $525K 0.11% -94 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: not loaded; 2024Q4: 5,702 shares; 2025Q1: 5,702 shares; 2025Q2: 5,603 shares; 2025Q3: 5,531 shares; 2025Q4: 5,261 shares 5,261 $514K 0.11% -270 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,296 shares 5,296 $509K 0.11% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,281 shares; 2025Q2: 3,965 shares; 2025Q3: 5,895 shares; 2025Q4: 5,952 shares 5,952 $508K 0.11% +57 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,447 shares; 2025Q4: 6,581 shares 6,581 $506K 0.11% +3,134 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,463 shares; 2025Q1: 14,430 shares; 2025Q2: 14,212 shares; 2025Q3: 13,492 shares; 2025Q4: 12,916 shares 12,916 $495K 0.11% -576 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,485 shares; 2025Q1: 3,559 shares; 2025Q2: 3,436 shares; 2025Q3: 3,456 shares; 2025Q4: 3,236 shares 3,236 $486K 0.1% -220 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: not loaded; 2024Q4: 3,655 shares; 2025Q1: not reported; 2025Q2: 3,648 shares; 2025Q3: 3,538 shares; 2025Q4: 2,792 shares 2,792 $477K 0.1% -746 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: not loaded; 2024Q4: 1,343 shares; 2025Q1: 1,066 shares; 2025Q2: 1,353 shares; 2025Q3: 1,353 shares; 2025Q4: 1,351 shares 1,351 $474K 0.1% -2 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 6,750 shares 6,750 $470K 0.1% 0 Timeline SPHQ 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: not loaded; 2024Q4: 6,231 shares; 2025Q1: 6,231 shares; 2025Q2: 6,248 shares; 2025Q3: 6,265 shares; 2025Q4: 6,265 shares 6,265 $470K 0.1% 0 Timeline AIRR 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: not loaded; 2024Q4: 4,104 shares; 2025Q1: 4,654 shares; 2025Q2: 4,434 shares; 2025Q3: 4,504 shares; 2025Q4: 4,714 shares 4,714 $463K 0.1% +210 Timeline IAGG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,980 shares; 2025Q3: 9,277 shares; 2025Q4: 9,277 shares 9,277 $463K 0.1% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,200 shares; 2025Q1: not reported; 2025Q2: 7,966 shares; 2025Q3: 7,970 shares; 2025Q4: 8,548 shares 8,548 $461K 0.1% +578 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,186 shares; 2025Q3: 2,338 shares; 2025Q4: 2,675 shares 2,675 $457K 0.1% +337 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,426 shares; 2025Q1: 13,366 shares; 2025Q2: 13,366 shares; 2025Q3: 12,973 shares; 2025Q4: 13,595 shares 13,595 $448K 0.1% +622 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 208 shares 208 $447K 0.1% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,597 shares; 2025Q1: 4,978 shares; 2025Q2: 6,289 shares; 2025Q3: 5,717 shares; 2025Q4: 5,231 shares 5,231 $440K 0.09% -486 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: not loaded; 2024Q4: 5,382 shares; 2025Q1: 4,769 shares; 2025Q2: 4,041 shares; 2025Q3: 4,027 shares; 2025Q4: 3,848 shares 3,848 $438K 0.09% -179 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: not loaded; 2024Q4: 2,754 shares; 2025Q1: not reported; 2025Q2: 2,710 shares; 2025Q3: 2,204 shares; 2025Q4: 2,209 shares 2,209 $430K 0.09% +5 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,605 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,105 shares; 2025Q4: 1,391 shares 1,391 $422K 0.09% +286 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,079 shares 3,079 $421K 0.09% new 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: not loaded; 2024Q4: 4,001 shares; 2025Q1: 3,862 shares; 2025Q2: 4,109 shares; 2025Q3: 4,726 shares; 2025Q4: 4,692 shares 4,692 $415K 0.09% -34 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,710 shares 1,710 $414K 0.09% +517 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,125 shares 4,125 $414K 0.09% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 727 shares; 2025Q1: 661 shares; 2025Q2: 832 shares; 2025Q3: 856 shares; 2025Q4: 854 shares 854 $413K 0.09% -2 Timeline MXI 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 loaded; 2024Q4: 4,113 shares; 2025Q1: 4,333 shares; 2025Q2: 4,333 shares; 2025Q3: 4,283 shares; 2025Q4: 4,283 shares 4,283 $413K 0.09% 0 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,816 shares; 2025Q1: 2,556 shares; 2025Q2: 2,556 shares; 2025Q3: 2,556 shares; 2025Q4: 2,570 shares 2,570 $411K 0.09% +14 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: not loaded; 2024Q4: 1,259 shares; 2025Q1: 1,173 shares; 2025Q2: 1,174 shares; 2025Q3: 1,183 shares; 2025Q4: 1,476 shares 1,476 $408K 0.09% +293 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,087 shares; 2025Q1: not reported; 2025Q2: 2,081 shares; 2025Q3: 2,083 shares; 2025Q4: 2,085 shares 2,085 $404K 0.09% +2 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,553 shares 11,553 $404K 0.09% new Timeline IQDG 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: not loaded; 2024Q4: not reported; 2025Q1: 8,152 shares; 2025Q2: 7,432 shares; 2025Q3: 8,472 shares; 2025Q4: 9,692 shares 9,692 $402K 0.09% +1,220 Timeline SUSB 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 loaded; 2024Q4: 18,436 shares; 2025Q1: 17,859 shares; 2025Q2: 15,148 shares; 2025Q3: 14,867 shares; 2025Q4: 15,859 shares 15,859 $400K 0.09% +992 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,831 shares; 2025Q1: not reported; 2025Q2: 8,734 shares; 2025Q3: 8,433 shares; 2025Q4: 8,622 shares 8,622 $400K 0.09% +189 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,508 shares; 2025Q1: not reported; 2025Q2: 5,518 shares; 2025Q3: 5,421 shares; 2025Q4: 5,418 shares 5,418 $399K 0.09% -3 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: not loaded; 2024Q4: 3,987 shares; 2025Q1: not reported; 2025Q2: 3,961 shares; 2025Q3: 3,883 shares; 2025Q4: 3,883 shares 3,883 $391K 0.08% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 926 shares; 2025Q4: 1,257 shares 1,257 $387K 0.08% +331 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,925 shares; 2025Q3: 3,930 shares; 2025Q4: 4,427 shares 4,427 $387K 0.08% +497 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: not loaded; 2024Q4: 1,458 shares; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: 1,517 shares; 2025Q4: 1,760 shares 1,760 $386K 0.08% +243 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,212 shares; 2025Q3: 5,428 shares; 2025Q4: 5,553 shares 5,553 $385K 0.08% +125 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,264 shares; 2025Q1: 1,391 shares; 2025Q2: 1,458 shares; 2025Q3: 1,508 shares; 2025Q4: 1,522 shares 1,522 $384K 0.08% +14 Timeline XLE 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: not loaded; 2024Q4: 3,948 shares; 2025Q1: 4,128 shares; 2025Q2: 4,671 shares; 2025Q3: 4,409 shares; 2025Q4: 8,494 shares 8,494 $379K 0.08% +4,085 Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,197 shares; 2025Q1: 20,184 shares; 2025Q2: 20,195 shares; 2025Q3: 19,911 shares; 2025Q4: 21,623 shares 21,623 $377K 0.08% +1,712 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,790 shares; 2025Q4: 17,308 shares 17,308 $375K 0.08% -5,482 Timeline IGF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,063 shares 6,063 $372K 0.08% new Timeline SPHY 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 loaded; 2024Q4: 15,680 shares; 2025Q1: 15,680 shares; 2025Q2: 15,960 shares; 2025Q3: 16,675 shares; 2025Q4: 15,375 shares 15,375 $363K 0.08% -1,300 Timeline VXF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,734 shares; 2025Q4: 1,736 shares 1,736 $363K 0.08% +2 Timeline IOO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,847 shares 2,847 $360K 0.08% new Timeline IUSV 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 loaded; 2024Q4: 4,616 shares; 2025Q1: 4,244 shares; 2025Q2: 3,627 shares; 2025Q3: 3,646 shares; 2025Q4: 3,493 shares 3,493 $358K 0.08% -153 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,486 shares; 2025Q1: 1,474 shares; 2025Q2: 1,492 shares; 2025Q3: 1,585 shares; 2025Q4: 1,645 shares 1,645 $357K 0.08% +60 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: not loaded; 2024Q4: 946 shares; 2025Q1: 588 shares; 2025Q2: 830 shares; 2025Q3: 811 shares; 2025Q4: 1,062 shares 1,062 $350K 0.08% +251 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,010 shares; 2025Q1: not reported; 2025Q2: 9,052 shares; 2025Q3: 9,059 shares; 2025Q4: 9,549 shares 9,549 $346K 0.07% +490 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,193 shares; 2025Q1: 11,824 shares; 2025Q2: 8,138 shares; 2025Q3: 7,737 shares; 2025Q4: 6,227 shares 6,227 $340K 0.07% -1,510 Timeline EFA 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 loaded; 2024Q4: 3,741 shares; 2025Q1: 3,064 shares; 2025Q2: 3,534 shares; 2025Q3: 3,534 shares; 2025Q4: 3,534 shares 3,534 $339K 0.07% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,874 shares; 2025Q1: 2,307 shares; 2025Q2: 2,858 shares; 2025Q3: 2,858 shares; 2025Q4: 2,861 shares 2,861 $335K 0.07% +3 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,762 shares; 2025Q4: 5,795 shares 5,795 $333K 0.07% +33 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: not loaded; 2024Q4: 1,385 shares; 2025Q1: 1,435 shares; 2025Q2: 1,380 shares; 2025Q3: 1,372 shares; 2025Q4: 1,350 shares 1,350 $332K 0.07% -22 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 loaded; 2024Q4: 2,258 shares; 2025Q1: not reported; 2025Q2: 2,073 shares; 2025Q3: 2,065 shares; 2025Q4: 2,073 shares 2,073 $331K 0.07% +8 Timeline GRNB 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: not loaded; 2024Q4: 12,489 shares; 2025Q1: 12,495 shares; 2025Q2: 12,505 shares; 2025Q3: 12,366 shares; 2025Q4: 13,569 shares 13,569 $330K 0.07% +1,203 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,845 shares; 2025Q1: not reported; 2025Q2: 13,004 shares; 2025Q3: 13,004 shares; 2025Q4: 13,253 shares 13,253 $329K 0.07% +249 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,068 shares; 2025Q1: 3,380 shares; 2025Q2: 5,116 shares; 2025Q3: 5,116 shares; 2025Q4: 5,136 shares 5,136 $327K 0.07% +20 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,454 shares 13,454 $317K 0.07% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,158 shares; 2025Q1: 3,934 shares; 2025Q2: 4,401 shares; 2025Q3: 3,987 shares; 2025Q4: 3,515 shares 3,515 $310K 0.07% -472 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: not loaded; 2024Q4: 1,632 shares; 2025Q1: 879 shares; 2025Q2: 1,203 shares; 2025Q3: 1,006 shares; 2025Q4: 872 shares 872 $305K 0.07% -134 Timeline NUMV 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,852 shares; 2025Q3: 7,752 shares; 2025Q4: 7,753 shares 7,753 $303K 0.06% +1 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,967 shares; 2025Q4: 2,967 shares 2,967 $303K 0.06% 0 Timeline MGC 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 loaded; 2024Q4: 1,677 shares; 2025Q1: 1,424 shares; 2025Q2: 1,424 shares; 2025Q3: 1,426 shares; 2025Q4: 1,192 shares 1,192 $299K 0.06% -234 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,978 shares 19,978 $299K 0.06% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 1,163 shares 1,163 $298K 0.06% +171 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 355 shares; 2025Q3: 385 shares; 2025Q4: 385 shares 385 $290K 0.06% 0 Timeline EMB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,905 shares; 2025Q3: 2,955 shares; 2025Q4: 2,944 shares 2,944 $283K 0.06% -11 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,901 shares 1,901 $282K 0.06% 0 Timeline DLN 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: not loaded; 2024Q4: 3,079 shares; 2025Q1: 3,079 shares; 2025Q2: 3,079 shares; 2025Q3: 3,079 shares; 2025Q4: 3,079 shares 3,079 $271K 0.06% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 519 shares 519 $265K 0.06% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,390 shares 4,390 $263K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 3,017 shares 3,017 $260K 0.06% +527 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,605 shares; 2025Q1: not reported; 2025Q2: 2,610 shares; 2025Q3: 2,612 shares; 2025Q4: 2,612 shares 2,612 $259K 0.06% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 449 shares 449 $256K 0.05% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,844 shares 10,844 $256K 0.05% new 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: not loaded; 2024Q4: 2,139 shares; 2025Q1: not reported; 2025Q2: 2,089 shares; 2025Q3: 1,814 shares; 2025Q4: 2,239 shares 2,239 $254K 0.05% +425 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 713 shares 713 $251K 0.05% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,179 shares 1,179 $247K 0.05% new 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: not loaded; 2024Q4: 4,665 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,471 shares; 2025Q4: 4,471 shares 4,471 $244K 0.05% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,761 shares; 2025Q1: 4,941 shares; 2025Q2: 5,234 shares; 2025Q3: 5,234 shares; 2025Q4: 4,771 shares 4,771 $233K 0.05% -463 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,341 shares; 2025Q4: 3,249 shares 3,249 $232K 0.05% -92 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 679 shares; 2025Q4: 788 shares 788 $231K 0.05% +109 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,827 shares; 2025Q1: 7,963 shares; 2025Q2: 6,498 shares; 2025Q3: 4,464 shares; 2025Q4: 4,114 shares 4,114 $231K 0.05% -350 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,927 shares; 2025Q4: 2,927 shares 2,927 $227K 0.05% 0 Timeline RTH 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: not loaded; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares 910 $227K 0.05% 0 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: not loaded; 2024Q4: 6,444 shares; 2025Q1: 6,382 shares; 2025Q2: 2,338 shares; 2025Q3: not reported; 2025Q4: 2,603 shares 2,603 $226K 0.05% new Timeline QGRW 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,854 shares 3,854 $226K 0.05% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 565 shares; 2025Q4: 565 shares 565 $223K 0.05% 0 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: not loaded; 2024Q4: 5,729 shares; 2025Q1: not reported; 2025Q2: 5,174 shares; 2025Q3: 5,174 shares; 2025Q4: 4,174 shares 4,174 $222K 0.05% -1,000 Timeline IXN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,087 shares 2,087 $219K 0.05% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,278 shares; 2025Q3: 3,278 shares; 2025Q4: 3,278 shares 3,278 $219K 0.05% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $217K 0.05% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,755 shares; 2025Q1: not reported; 2025Q2: 3,863 shares; 2025Q3: 3,834 shares; 2025Q4: 3,969 shares 3,969 $213K 0.05% +135 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,551 shares 4,551 $209K 0.04% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 288 shares; 2025Q1: not reported; 2025Q2: 270 shares; 2025Q3: 256 shares; 2025Q4: 256 shares 256 $207K 0.04% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,111 shares; 2025Q1: 3,111 shares; 2025Q2: 3,097 shares; 2025Q3: 3,030 shares; 2025Q4: 2,968 shares 2,968 $206K 0.04% -62 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: not loaded; 2024Q4: 937 shares; 2025Q1: not reported; 2025Q2: 925 shares; 2025Q3: 949 shares; 2025Q4: 1,011 shares 1,011 $205K 0.04% +62 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: not loaded; 2024Q4: not reported; 2025Q1: 8,865 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,054 shares 7,054 $200K 0.04% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,495 shares; 2025Q1: 11,198 shares; 2025Q2: 11,527 shares; 2025Q3: 11,939 shares; 2025Q4: 11,358 shares 11,358 $163K 0.03% -581 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,100 shares 17,100 $146K 0.03% new Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,176 shares; 2025Q1: not reported; 2025Q2: 13,176 shares; 2025Q3: 13,176 shares; 2025Q4: 13,176 shares 13,176 $117K 0.03% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,869 shares 10,869 $28K 0.01% new Timeline