ARP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,919 shares; 2024Q4: 584,966 shares; 2025Q1: 688,115 shares; 2025Q2: 701,769 shares; 2025Q3: 724,223 shares; 2025Q4: 714,154 shares 714,154 $21.6M 9.49% -10,069 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: 22,386 shares; 2024Q4: 19,255 shares; 2025Q1: 20,177 shares; 2025Q2: 20,634 shares; 2025Q3: 20,858 shares; 2025Q4: 20,147 shares 20,147 $13.8M 6.07% -711 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,338 shares; 2024Q4: 15,729 shares; 2025Q1: not reported; 2025Q2: 17,644 shares; 2025Q3: 18,770 shares; 2025Q4: 17,629 shares 17,629 $10.8M 4.77% -1,141 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: 7,764 shares; 2024Q4: 10,971 shares; 2025Q1: 10,117 shares; 2025Q2: 10,098 shares; 2025Q3: 9,979 shares; 2025Q4: 8,625 shares 8,625 $5.88M 2.59% -1,354 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: 14,356 shares; 2024Q4: 15,584 shares; 2025Q1: 19,305 shares; 2025Q2: 17,741 shares; 2025Q3: 14,520 shares; 2025Q4: 13,484 shares 13,484 $5.34M 2.35% -1,036 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,589 shares; 2024Q4: 24,111 shares; 2025Q1: 22,814 shares; 2025Q2: 23,035 shares; 2025Q3: 23,476 shares; 2025Q4: 24,105 shares 24,105 $4.5M 1.98% +629 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: 17,117 shares; 2024Q4: 17,075 shares; 2025Q1: 17,203 shares; 2025Q2: 17,600 shares; 2025Q3: 17,840 shares; 2025Q4: 17,954 shares 17,954 $4.14M 1.82% +114 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: 42,678 shares; 2024Q4: 59,635 shares; 2025Q1: 54,173 shares; 2025Q2: 50,682 shares; 2025Q3: 48,528 shares; 2025Q4: 50,797 shares 50,797 $4.07M 1.79% +2,269 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: 30,248 shares; 2024Q4: 35,759 shares; 2025Q1: 38,781 shares; 2025Q2: 40,887 shares; 2025Q3: 40,414 shares; 2025Q4: 41,262 shares 41,262 $3.6M 1.58% +848 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: 6,663 shares; 2024Q4: 6,655 shares; 2025Q1: 6,944 shares; 2025Q2: 6,911 shares; 2025Q3: 7,111 shares; 2025Q4: 7,321 shares 7,321 $3.54M 1.56% +210 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,380 shares; 2024Q4: 47,526 shares; 2025Q1: 57,358 shares; 2025Q2: 60,025 shares; 2025Q3: 70,798 shares; 2025Q4: 75,970 shares 75,970 $3.32M 1.46% +5,172 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: 17,236 shares; 2024Q4: 10,973 shares; 2025Q1: 11,371 shares; 2025Q2: 11,708 shares; 2025Q3: 11,981 shares; 2025Q4: 11,942 shares 11,942 $3.25M 1.43% -39 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,145 shares; 2024Q4: 41,859 shares; 2025Q1: 52,663 shares; 2025Q2: 54,486 shares; 2025Q3: 63,258 shares; 2025Q4: 67,391 shares 67,391 $3M 1.32% +4,133 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,953 shares; 2025Q1: 2,790 shares; 2025Q2: 3,397 shares; 2025Q3: 3,991 shares; 2025Q4: 4,470 shares 4,470 $2.8M 1.23% +479 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,830 shares; 2024Q4: 8,610 shares; 2025Q1: 8,110 shares; 2025Q2: 7,610 shares; 2025Q3: 7,110 shares; 2025Q4: 6,110 shares 6,110 $2.77M 1.22% -1,000 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: 2,571 shares; 2024Q4: 12,354 shares; 2025Q1: 12,063 shares; 2025Q2: 12,041 shares; 2025Q3: 11,384 shares; 2025Q4: 11,625 shares 11,625 $2.66M 1.17% +241 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: 11,006 shares; 2024Q4: 11,884 shares; 2025Q1: 11,421 shares; 2025Q2: 11,492 shares; 2025Q3: 11,599 shares; 2025Q4: 11,524 shares 11,524 $2.53M 1.11% -75 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,619 shares; 2024Q4: 34,074 shares; 2025Q1: 47,304 shares; 2025Q2: 48,669 shares; 2025Q3: 55,372 shares; 2025Q4: 61,231 shares 61,231 $2.46M 1.08% +5,859 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,436 shares; 2024Q4: 6,614 shares; 2025Q1: 6,609 shares; 2025Q2: 6,777 shares; 2025Q3: 6,640 shares; 2025Q4: 6,777 shares 6,777 $2.35M 1.03% +137 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: 7,422 shares; 2024Q4: 7,579 shares; 2025Q1: 7,564 shares; 2025Q2: 7,712 shares; 2025Q3: 7,508 shares; 2025Q4: 6,936 shares 6,936 $2.33M 1.02% -572 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,586 shares; 2024Q4: 51,039 shares; 2025Q1: 82,541 shares; 2025Q2: 73,881 shares; 2025Q3: 71,293 shares; 2025Q4: 78,747 shares 78,747 $2.04M 0.9% +7,454 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: 18,458 shares; 2024Q4: 62,140 shares; 2025Q1: 79,232 shares; 2025Q2: 76,143 shares; 2025Q3: 72,906 shares; 2025Q4: 74,303 shares 74,303 $2.04M 0.9% +1,397 Timeline QLD 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,675 shares; 2025Q4: 27,439 shares 27,439 $1.93M 0.85% +14,764 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,387 shares; 2025Q3: 23,392 shares; 2025Q4: 22,388 shares 22,388 $1.82M 0.8% -1,004 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: 13,004 shares; 2024Q4: 14,273 shares; 2025Q1: 17,130 shares; 2025Q2: 17,305 shares; 2025Q3: 15,760 shares; 2025Q4: 16,793 shares 16,793 $1.79M 0.79% +1,033 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: 5,139 shares; 2024Q4: 4,900 shares; 2025Q1: 5,652 shares; 2025Q2: 5,657 shares; 2025Q3: 5,691 shares; 2025Q4: 5,684 shares 5,684 $1.78M 0.78% -7 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: 12,042 shares; 2024Q4: 20,480 shares; 2025Q1: 26,013 shares; 2025Q2: 24,152 shares; 2025Q3: 25,399 shares; 2025Q4: 28,983 shares 28,983 $1.76M 0.78% +3,584 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: 5,258 shares; 2024Q4: 5,212 shares; 2025Q1: 5,198 shares; 2025Q2: 5,148 shares; 2025Q3: 5,279 shares; 2025Q4: 5,281 shares 5,281 $1.7M 0.75% +2 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: 1,297 shares; 2024Q4: 1,253 shares; 2025Q1: 2,246 shares; 2025Q2: 1,895 shares; 2025Q3: 1,613 shares; 2025Q4: 1,538 shares 1,538 $1.65M 0.73% -75 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: 2,542 shares; 2024Q4: 2,476 shares; 2025Q1: 2,328 shares; 2025Q2: 2,306 shares; 2025Q3: 2,402 shares; 2025Q4: 2,498 shares 2,498 $1.65M 0.73% +96 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: 6,725 shares; 2024Q4: 7,474 shares; 2025Q1: 9,204 shares; 2025Q2: 6,867 shares; 2025Q3: 7,196 shares; 2025Q4: 7,567 shares 7,567 $1.5M 0.66% +371 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 7,068 shares; 2025Q1: 2,728 shares; 2025Q2: 4,459 shares; 2025Q3: 4,552 shares; 2025Q4: 3,156 shares 3,156 $1.49M 0.66% -1,396 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,582 shares; 2024Q4: 12,294 shares; 2025Q1: 11,770 shares; 2025Q2: 10,521 shares; 2025Q3: 10,926 shares; 2025Q4: 11,663 shares 11,663 $1.44M 0.63% +737 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: 17,966 shares; 2024Q4: 18,818 shares; 2025Q1: 21,360 shares; 2025Q2: 19,763 shares; 2025Q3: 19,176 shares; 2025Q4: 19,617 shares 19,617 $1.4M 0.62% +441 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,765 shares; 2024Q4: 81,462 shares; 2025Q1: 82,088 shares; 2025Q2: 69,776 shares; 2025Q3: 69,940 shares; 2025Q4: 73,424 shares 73,424 $1.37M 0.6% +3,484 Timeline AGGA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,637 shares; 2025Q3: 48,363 shares; 2025Q4: 53,593 shares 53,593 $1.36M 0.6% +5,230 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: 25,573 shares; 2024Q4: 26,273 shares; 2025Q1: 27,101 shares; 2025Q2: 26,054 shares; 2025Q3: 26,443 shares; 2025Q4: 29,108 shares 29,108 $1.35M 0.6% +2,665 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,828 shares; 2024Q4: 11,966 shares; 2025Q1: 19,694 shares; 2025Q2: 23,505 shares; 2025Q3: 32,213 shares; 2025Q4: 37,800 shares 37,800 $1.31M 0.58% +5,587 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,311 shares; 2025Q2: 20,414 shares; 2025Q3: 30,883 shares; 2025Q4: 36,338 shares 36,338 $1.3M 0.57% +5,455 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,864 shares; 2025Q3: 48,525 shares; 2025Q4: 47,201 shares 47,201 $1.29M 0.57% -1,324 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,714 shares; 2024Q4: 50,279 shares; 2025Q1: 49,324 shares; 2025Q2: 45,694 shares; 2025Q3: 35,885 shares; 2025Q4: 35,603 shares 35,603 $1.26M 0.55% -282 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: 2,207 shares; 2024Q4: 2,181 shares; 2025Q1: 2,036 shares; 2025Q2: 2,314 shares; 2025Q3: 2,222 shares; 2025Q4: 2,188 shares 2,188 $1.25M 0.55% -34 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: 1,219 shares; 2024Q4: 1,233 shares; 2025Q1: 1,612 shares; 2025Q2: 1,805 shares; 2025Q3: 2,334 shares; 2025Q4: 2,491 shares 2,491 $1.22M 0.53% +157 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,510 shares; 2025Q3: 84,354 shares; 2025Q4: 82,354 shares 82,354 $1.19M 0.52% -2,000 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 reported; 2024Q4: 691 shares; 2025Q1: 2,928 shares; 2025Q2: 2,393 shares; 2025Q3: 2,376 shares; 2025Q4: 2,436 shares 2,436 $1.17M 0.52% +60 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: 1,772 shares; 2024Q4: 1,484 shares; 2025Q1: 2,001 shares; 2025Q2: 2,085 shares; 2025Q3: 2,547 shares; 2025Q4: 2,555 shares 2,555 $1.15M 0.51% +8 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: 16,702 shares; 2024Q4: 35,895 shares; 2025Q1: 38,579 shares; 2025Q2: 35,000 shares; 2025Q3: 37,868 shares; 2025Q4: 48,784 shares 48,784 $1.14M 0.5% +10,916 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: 3,330 shares; 2024Q4: 3,240 shares; 2025Q1: 3,289 shares; 2025Q2: 3,264 shares; 2025Q3: 3,694 shares; 2025Q4: 3,740 shares 3,740 $1.14M 0.5% +46 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: 3,055 shares; 2024Q4: 7,035 shares; 2025Q1: 5,979 shares; 2025Q2: 5,919 shares; 2025Q3: 6,043 shares; 2025Q4: 5,686 shares 5,686 $1.14M 0.5% -357 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: 1,737 shares; 2024Q4: 1,580 shares; 2025Q1: 1,554 shares; 2025Q2: 1,561 shares; 2025Q3: 1,509 shares; 2025Q4: 1,492 shares 1,492 $1.12M 0.5% -17 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: 8,053 shares; 2024Q4: 6,962 shares; 2025Q1: 10,622 shares; 2025Q2: 10,023 shares; 2025Q3: 8,895 shares; 2025Q4: 9,425 shares 9,425 $1.07M 0.47% +530 Timeline GQQQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,129 shares; 2025Q1: 32,097 shares; 2025Q2: 33,011 shares; 2025Q3: 36,960 shares; 2025Q4: 35,528 shares 35,528 $1.06M 0.47% -1,432 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: 4,631 shares; 2024Q4: 14,215 shares; 2025Q1: 5,069 shares; 2025Q2: 5,084 shares; 2025Q3: 5,410 shares; 2025Q4: 5,546 shares 5,546 $1.06M 0.47% +136 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,045 shares; 2024Q4: 11,716 shares; 2025Q1: 12,424 shares; 2025Q2: 10,456 shares; 2025Q3: 10,222 shares; 2025Q4: 9,273 shares 9,273 $1.06M 0.46% -949 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: 3,140 shares; 2024Q4: 3,098 shares; 2025Q1: 3,105 shares; 2025Q2: 3,105 shares; 2025Q3: 3,000 shares; 2025Q4: 3,003 shares 3,003 $1.05M 0.46% +3 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,317 shares; 2024Q4: 32,413 shares; 2025Q1: 28,888 shares; 2025Q2: 27,214 shares; 2025Q3: 23,124 shares; 2025Q4: 21,173 shares 21,173 $1.05M 0.46% -1,951 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: 27,571 shares; 2024Q4: 29,240 shares; 2025Q1: 29,240 shares; 2025Q2: 29,840 shares; 2025Q3: 30,240 shares; 2025Q4: 30,540 shares 30,540 $1.01M 0.44% +300 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: 13,378 shares; 2024Q4: 13,320 shares; 2025Q1: 13,243 shares; 2025Q2: 13,258 shares; 2025Q3: 7,963 shares; 2025Q4: 8,147 shares 8,147 $980K 0.43% +184 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,421 shares; 2025Q1: 6,061 shares; 2025Q2: 5,414 shares; 2025Q3: 5,684 shares; 2025Q4: 5,283 shares 5,283 $939K 0.41% -401 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,349 shares; 2025Q2: 17,542 shares; 2025Q3: 19,480 shares; 2025Q4: 20,299 shares 20,299 $935K 0.41% +819 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,338 shares; 2025Q1: 1,609 shares; 2025Q2: 1,612 shares; 2025Q3: 1,610 shares; 2025Q4: 1,622 shares 1,622 $926K 0.41% +12 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 reported; 2024Q4: not reported; 2025Q1: 2,606 shares; 2025Q2: 3,346 shares; 2025Q3: 5,863 shares; 2025Q4: 6,514 shares 6,514 $919K 0.4% +651 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,157 shares; 2025Q1: 3,170 shares; 2025Q2: 3,216 shares; 2025Q3: 3,214 shares; 2025Q4: 3,223 shares 3,223 $899K 0.4% +9 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,016 shares; 2025Q2: 13,437 shares; 2025Q3: 14,502 shares; 2025Q4: 16,899 shares 16,899 $888K 0.39% +2,397 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,487 shares; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: 2,644 shares; 2025Q4: 2,623 shares 2,623 $886K 0.39% -21 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 reported; 2024Q4: 5,910 shares; 2025Q1: 9,398 shares; 2025Q2: 14,811 shares; 2025Q3: 14,843 shares; 2025Q4: 15,071 shares 15,071 $876K 0.39% +228 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,686 shares; 2024Q4: 9,533 shares; 2025Q1: 8,700 shares; 2025Q2: 8,284 shares; 2025Q3: 7,999 shares; 2025Q4: 8,545 shares 8,545 $875K 0.38% +546 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: 6,017 shares; 2024Q4: 8,766 shares; 2025Q1: 9,198 shares; 2025Q2: 9,537 shares; 2025Q3: 10,753 shares; 2025Q4: 12,965 shares 12,965 $872K 0.38% +2,212 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,093 shares; 2024Q4: 30,227 shares; 2025Q1: 23,704 shares; 2025Q2: 22,388 shares; 2025Q3: 19,404 shares; 2025Q4: 16,733 shares 16,733 $847K 0.37% -2,671 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: 12,459 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,301 shares 5,301 $821K 0.36% 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: 27,228 shares; 2024Q4: 31,369 shares; 2025Q1: 31,369 shares; 2025Q2: 32,369 shares; 2025Q3: 33,969 shares; 2025Q4: 34,469 shares 34,469 $815K 0.36% +500 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: 6,735 shares; 2024Q4: 6,899 shares; 2025Q1: 7,028 shares; 2025Q2: 6,482 shares; 2025Q3: 7,051 shares; 2025Q4: 8,497 shares 8,497 $809K 0.36% +1,446 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: 1,657 shares; 2024Q4: 1,817 shares; 2025Q1: 2,774 shares; 2025Q2: 2,532 shares; 2025Q3: 2,764 shares; 2025Q4: 3,783 shares 3,783 $802K 0.35% +1,019 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,636 shares; 2024Q4: 12,636 shares; 2025Q1: 12,636 shares; 2025Q2: 12,636 shares; 2025Q3: 12,636 shares; 2025Q4: 12,636 shares 12,636 $795K 0.35% 0 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,235 shares; 2024Q4: 13,078 shares; 2025Q1: 15,258 shares; 2025Q2: 16,433 shares; 2025Q3: 16,459 shares; 2025Q4: 22,027 shares 22,027 $778K 0.34% +5,568 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,344 shares; 2025Q2: 15,399 shares; 2025Q3: 24,178 shares; 2025Q4: 26,868 shares 26,868 $775K 0.34% +2,690 Timeline AGG 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: 8,194 shares; 2024Q4: 5,402 shares; 2025Q1: 4,669 shares; 2025Q2: 6,399 shares; 2025Q3: 6,470 shares; 2025Q4: 7,740 shares 7,740 $773K 0.34% +1,270 Timeline MGK 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: 1,702 shares; 2024Q4: 1,697 shares; 2025Q1: 1,698 shares; 2025Q2: 1,698 shares; 2025Q3: 1,723 shares; 2025Q4: 1,768 shares 1,768 $730K 0.32% +45 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: 36,752 shares; 2024Q4: 36,817 shares; 2025Q1: 31,330 shares; 2025Q2: 31,345 shares; 2025Q3: 30,216 shares; 2025Q4: 28,404 shares 28,404 $706K 0.31% -1,812 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,070 shares; 2025Q4: 13,089 shares 13,089 $705K 0.31% +9,019 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: 712 shares; 2024Q4: 722 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 670 shares; 2025Q4: 7,305 shares 7,305 $685K 0.3% +6,635 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: 6,223 shares; 2024Q4: 8,864 shares; 2025Q1: 10,022 shares; 2025Q2: 10,045 shares; 2025Q3: 9,865 shares; 2025Q4: 9,797 shares 9,797 $680K 0.3% -68 Timeline VUSB 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: 13,288 shares; 2024Q4: 13,821 shares; 2025Q1: 12,722 shares; 2025Q2: 12,717 shares; 2025Q3: 12,737 shares; 2025Q4: 13,635 shares 13,635 $680K 0.3% +898 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: 8,689 shares; 2024Q4: 10,510 shares; 2025Q1: 12,160 shares; 2025Q2: 14,311 shares; 2025Q3: 12,191 shares; 2025Q4: 11,494 shares 11,494 $658K 0.29% -697 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: 1,442 shares; 2024Q4: 1,382 shares; 2025Q1: 1,362 shares; 2025Q2: 1,387 shares; 2025Q3: 1,436 shares; 2025Q4: 1,296 shares 1,296 $651K 0.29% -140 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,582 shares 7,582 $647K 0.28% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: 3,611 shares; 2025Q1: 3,677 shares; 2025Q2: 3,789 shares; 2025Q3: 3,884 shares; 2025Q4: 4,018 shares 4,018 $647K 0.28% +134 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: 13,747 shares; 2024Q4: 13,714 shares; 2025Q1: 13,294 shares; 2025Q2: 13,873 shares; 2025Q3: 12,392 shares; 2025Q4: 10,250 shares 10,250 $640K 0.28% -2,142 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 2,509 shares; 2025Q1: 2,696 shares; 2025Q2: 2,783 shares; 2025Q3: 2,142 shares; 2025Q4: 1,855 shares 1,855 $638K 0.28% -287 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: 3,794 shares; 2024Q4: 5,432 shares; 2025Q1: 6,020 shares; 2025Q2: 6,020 shares; 2025Q3: 5,846 shares; 2025Q4: 5,983 shares 5,983 $623K 0.27% +137 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: 15,096 shares; 2024Q4: 15,076 shares; 2025Q1: 13,445 shares; 2025Q2: 13,512 shares; 2025Q3: 14,713 shares; 2025Q4: 14,859 shares 14,859 $605K 0.27% +146 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: 2,422 shares; 2024Q4: 3,103 shares; 2025Q1: 2,114 shares; 2025Q2: 2,171 shares; 2025Q3: 2,172 shares; 2025Q4: 4,166 shares 4,166 $600K 0.26% +1,994 Timeline RTRE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,942 shares; 2025Q1: 22,091 shares; 2025Q2: 18,093 shares; 2025Q3: 17,634 shares; 2025Q4: 23,695 shares 23,695 $598K 0.26% +6,061 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,417 shares; 2025Q1: 2,545 shares; 2025Q2: 2,545 shares; 2025Q3: 2,598 shares; 2025Q4: 2,731 shares 2,731 $561K 0.25% +133 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: 17,570 shares; 2024Q4: 17,019 shares; 2025Q1: 11,598 shares; 2025Q2: 11,283 shares; 2025Q3: 10,911 shares; 2025Q4: 9,237 shares 9,237 $554K 0.24% -1,674 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: 2,499 shares; 2024Q4: 2,502 shares; 2025Q1: 2,505 shares; 2025Q2: 2,508 shares; 2025Q3: 2,511 shares; 2025Q4: 2,514 shares 2,514 $552K 0.24% +3 Timeline CEF 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: 10,825 shares; 2024Q4: 10,925 shares; 2025Q1: 11,505 shares; 2025Q2: 10,455 shares; 2025Q3: 11,966 shares; 2025Q4: 11,966 shares 11,966 $548K 0.24% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,857 shares; 2025Q4: 1,877 shares 1,877 $536K 0.24% +20 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: 1,043 shares; 2024Q4: 1,291 shares; 2025Q1: 1,488 shares; 2025Q2: 1,486 shares; 2025Q3: 1,493 shares; 2025Q4: 1,492 shares 1,492 $527K 0.23% -1 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: 4,910 shares; 2024Q4: 5,822 shares; 2025Q1: 6,462 shares; 2025Q2: 6,659 shares; 2025Q3: 8,134 shares; 2025Q4: 9,859 shares 9,859 $520K 0.23% +1,725 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: 2,608 shares; 2024Q4: 1,971 shares; 2025Q1: 1,757 shares; 2025Q2: 1,762 shares; 2025Q3: 1,663 shares; 2025Q4: 1,668 shares 1,668 $510K 0.22% +5 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,069 shares 19,069 $509K 0.22% new Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,169 shares; 2025Q2: 10,169 shares; 2025Q3: 10,169 shares; 2025Q4: 10,170 shares 10,170 $505K 0.22% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,685 shares; 2025Q4: 10,863 shares 10,863 $502K 0.22% +6,178 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: 2,307 shares; 2024Q4: 2,332 shares; 2025Q1: 2,334 shares; 2025Q2: 1,893 shares; 2025Q3: 1,910 shares; 2025Q4: 3,375 shares 3,375 $502K 0.22% +1,465 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,551 shares; 2024Q4: 9,779 shares; 2025Q1: 11,198 shares; 2025Q2: 11,851 shares; 2025Q3: 10,017 shares; 2025Q4: 10,560 shares 10,560 $495K 0.22% +543 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: 5,898 shares; 2024Q4: 8,534 shares; 2025Q1: 9,936 shares; 2025Q2: 7,652 shares; 2025Q3: 6,997 shares; 2025Q4: 6,751 shares 6,751 $491K 0.22% -246 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,479 shares; 2025Q1: 3,479 shares; 2025Q2: 3,498 shares; 2025Q3: 3,498 shares; 2025Q4: 3,498 shares 3,498 $482K 0.21% 0 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,288 shares; 2025Q3: 7,894 shares; 2025Q4: 9,048 shares 9,048 $478K 0.21% +1,154 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: 4,231 shares; 2024Q4: 4,275 shares; 2025Q1: 4,539 shares; 2025Q2: 4,618 shares; 2025Q3: 4,278 shares; 2025Q4: 4,259 shares 4,259 $474K 0.21% -19 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,986 shares 7,986 $473K 0.21% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,935 shares; 2024Q4: 19,619 shares; 2025Q1: 17,082 shares; 2025Q2: 17,245 shares; 2025Q3: 16,742 shares; 2025Q4: 17,344 shares 17,344 $459K 0.2% +602 Timeline RDFI COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,142 shares; 2025Q3: 11,161 shares; 2025Q4: 19,096 shares 19,096 $457K 0.2% +7,935 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,403 shares; 2025Q1: 2,406 shares; 2025Q2: 2,410 shares; 2025Q3: 2,414 shares; 2025Q4: 2,418 shares 2,418 $455K 0.2% +4 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,798 shares; 2025Q1: 3,211 shares; 2025Q2: 3,217 shares; 2025Q3: 3,272 shares; 2025Q4: 3,459 shares 3,459 $453K 0.2% +187 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: 6,409 shares; 2024Q4: 5,878 shares; 2025Q1: 5,567 shares; 2025Q2: 5,697 shares; 2025Q3: 5,706 shares; 2025Q4: 6,460 shares 6,460 $452K 0.2% +754 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: 2,539 shares; 2024Q4: 2,484 shares; 2025Q1: 2,716 shares; 2025Q2: 2,718 shares; 2025Q3: 2,418 shares; 2025Q4: 2,291 shares 2,291 $447K 0.2% -127 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,547 shares; 2025Q3: 4,237 shares; 2025Q4: 4,942 shares 4,942 $444K 0.2% +705 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: 2,232 shares; 2024Q4: 1,962 shares; 2025Q1: 2,336 shares; 2025Q2: 2,319 shares; 2025Q3: 2,151 shares; 2025Q4: 2,112 shares 2,112 $437K 0.19% -39 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 5,751 shares; 2025Q1: 7,455 shares; 2025Q2: 8,293 shares; 2025Q3: 6,844 shares; 2025Q4: 8,688 shares 8,688 $431K 0.19% +1,844 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,389 shares; 2024Q4: 4,960 shares; 2025Q1: 5,114 shares; 2025Q2: 4,724 shares; 2025Q3: 4,512 shares; 2025Q4: 4,492 shares 4,492 $423K 0.19% -20 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,717 shares; 2025Q3: 6,793 shares; 2025Q4: 8,583 shares 8,583 $416K 0.18% +1,790 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,862 shares 11,862 $412K 0.18% new Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,452 shares; 2025Q3: 5,606 shares; 2025Q4: 7,760 shares 7,760 $410K 0.18% +2,154 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,306 shares; 2025Q1: 8,230 shares; 2025Q2: 9,152 shares; 2025Q3: 10,138 shares; 2025Q4: 9,207 shares 9,207 $409K 0.18% -931 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: 2,791 shares; 2024Q4: 2,737 shares; 2025Q1: 3,210 shares; 2025Q2: 3,201 shares; 2025Q3: 2,453 shares; 2025Q4: 2,379 shares 2,379 $407K 0.18% -74 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: 1,914 shares; 2024Q4: 1,884 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,660 shares; 2025Q4: 2,801 shares 2,801 $402K 0.18% +141 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: 13,050 shares; 2024Q4: 12,680 shares; 2025Q1: 11,862 shares; 2025Q2: 11,865 shares; 2025Q3: 11,345 shares; 2025Q4: 11,078 shares 11,078 $402K 0.18% -267 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: 4,003 shares; 2024Q4: 3,992 shares; 2025Q1: 3,858 shares; 2025Q2: 4,050 shares; 2025Q3: 1,871 shares; 2025Q4: 2,611 shares 2,611 $398K 0.18% +740 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: 1,774 shares; 2024Q4: 1,781 shares; 2025Q1: 1,732 shares; 2025Q2: 1,732 shares; 2025Q3: 1,733 shares; 2025Q4: 1,734 shares 1,734 $397K 0.17% +1 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,465 shares; 2025Q1: 2,561 shares; 2025Q2: 2,462 shares; 2025Q3: 2,325 shares; 2025Q4: 2,469 shares 2,469 $396K 0.17% +144 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: 4,150 shares; 2024Q4: 3,869 shares; 2025Q1: 3,328 shares; 2025Q2: 3,328 shares; 2025Q3: 3,228 shares; 2025Q4: 3,359 shares 3,359 $394K 0.17% +131 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,055 shares; 2025Q3: 8,658 shares; 2025Q4: 8,959 shares 8,959 $389K 0.17% +301 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: 9,595 shares; 2024Q4: 7,202 shares; 2025Q1: 6,546 shares; 2025Q2: 6,137 shares; 2025Q3: 5,764 shares; 2025Q4: 5,747 shares 5,747 $379K 0.17% -17 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,262 shares; 2025Q3: 4,905 shares; 2025Q4: 5,053 shares 5,053 $379K 0.17% +148 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 reported; 2024Q4: 5,635 shares; 2025Q1: 5,625 shares; 2025Q2: 6,884 shares; 2025Q3: 7,749 shares; 2025Q4: 7,493 shares 7,493 $377K 0.17% -256 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,322 shares; 2025Q1: 1,732 shares; 2025Q2: 1,732 shares; 2025Q3: 1,710 shares; 2025Q4: 1,510 shares 1,510 $372K 0.16% -200 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 1,166 shares 1,166 $366K 0.16% +20 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,954 shares; 2025Q1: not reported; 2025Q2: 1,954 shares; 2025Q3: 1,934 shares; 2025Q4: 1,964 shares 1,964 $360K 0.16% +30 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,512 shares; 2025Q1: 2,512 shares; 2025Q2: 2,512 shares; 2025Q3: 2,754 shares; 2025Q4: 3,100 shares 3,100 $357K 0.16% +346 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,708 shares; 2025Q1: 1,559 shares; 2025Q2: 1,561 shares; 2025Q3: 1,800 shares; 2025Q4: 2,500 shares 2,500 $353K 0.16% +700 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,512 shares; 2025Q3: 1,435 shares; 2025Q4: 2,950 shares 2,950 $352K 0.16% +1,515 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: 4,226 shares; 2024Q4: 4,062 shares; 2025Q1: 3,240 shares; 2025Q2: 3,201 shares; 2025Q3: 2,410 shares; 2025Q4: 2,451 shares 2,451 $351K 0.15% +41 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 230 shares; 2025Q3: 290 shares; 2025Q4: 287 shares 287 $349K 0.15% -3 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,576 shares; 2025Q3: 6,612 shares; 2025Q4: 7,652 shares 7,652 $349K 0.15% +1,040 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,883 shares; 2025Q2: 2,184 shares; 2025Q3: 2,182 shares; 2025Q4: 2,225 shares 2,225 $345K 0.15% +43 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 5,732 shares; 2025Q1: 5,973 shares; 2025Q2: 6,034 shares; 2025Q3: 6,666 shares; 2025Q4: 6,734 shares 6,734 $336K 0.15% +68 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,111 shares; 2025Q4: 3,671 shares 3,671 $336K 0.15% +560 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,532 shares; 2024Q4: 5,643 shares; 2025Q1: 5,272 shares; 2025Q2: 5,078 shares; 2025Q3: 4,660 shares; 2025Q4: 4,322 shares 4,322 $335K 0.15% -338 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,509 shares; 2024Q4: 13,197 shares; 2025Q1: 13,292 shares; 2025Q2: 13,432 shares; 2025Q3: 13,569 shares; 2025Q4: 13,744 shares 13,744 $335K 0.15% +175 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,392 shares; 2024Q4: 5,207 shares; 2025Q1: 4,708 shares; 2025Q2: 4,387 shares; 2025Q3: 2,990 shares; 2025Q4: 3,010 shares 3,010 $331K 0.15% +20 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,621 shares; 2025Q1: 1,255 shares; 2025Q2: 1,204 shares; 2025Q3: 1,114 shares; 2025Q4: 1,113 shares 1,113 $330K 0.15% -1 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,313 shares; 2025Q1: 3,127 shares; 2025Q2: 3,116 shares; 2025Q3: 2,308 shares; 2025Q4: 2,270 shares 2,270 $326K 0.14% -38 Timeline HYD 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 reported; 2024Q4: 4,618 shares; 2025Q1: 5,610 shares; 2025Q2: 5,626 shares; 2025Q3: 6,731 shares; 2025Q4: 6,354 shares 6,354 $325K 0.14% -377 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,944 shares; 2025Q4: 11,183 shares 11,183 $325K 0.14% +4,239 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: 335 shares; 2024Q4: 331 shares; 2025Q1: 341 shares; 2025Q2: 347 shares; 2025Q3: 348 shares; 2025Q4: 375 shares 375 $324K 0.14% +27 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: 799 shares; 2025Q1: 761 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 759 shares 759 $324K 0.14% 0 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: 4,046 shares; 2024Q4: 3,690 shares; 2025Q1: 3,636 shares; 2025Q2: 3,623 shares; 2025Q3: 3,654 shares; 2025Q4: 3,706 shares 3,706 $323K 0.14% +52 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,079 shares; 2025Q4: 1,849 shares 1,849 $317K 0.14% -230 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: 1,631 shares; 2024Q4: 1,556 shares; 2025Q1: not reported; 2025Q2: 1,308 shares; 2025Q3: 1,222 shares; 2025Q4: 1,211 shares 1,211 $311K 0.14% -11 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: 15,747 shares; 2024Q4: 13,647 shares; 2025Q1: 13,199 shares; 2025Q2: 12,496 shares; 2025Q3: 11,304 shares; 2025Q4: 12,258 shares 12,258 $305K 0.13% +954 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,432 shares; 2025Q2: 2,554 shares; 2025Q3: 2,143 shares; 2025Q4: 2,549 shares 2,549 $304K 0.13% +406 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: 5,984 shares; 2024Q4: 5,908 shares; 2025Q1: 4,527 shares; 2025Q2: 4,494 shares; 2025Q3: 3,939 shares; 2025Q4: 3,926 shares 3,926 $302K 0.13% -13 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,787 shares; 2024Q4: 4,886 shares; 2025Q1: 5,590 shares; 2025Q2: 5,567 shares; 2025Q3: 4,535 shares; 2025Q4: 5,209 shares 5,209 $302K 0.13% +674 Timeline USPX 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 reported; 2024Q4: 4,908 shares; 2025Q1: 4,917 shares; 2025Q2: 4,928 shares; 2025Q3: 4,941 shares; 2025Q4: 4,956 shares 4,956 $296K 0.13% +15 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 936 shares; 2025Q1: 895 shares; 2025Q2: 891 shares; 2025Q3: 873 shares; 2025Q4: 844 shares 844 $296K 0.13% -29 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,336 shares; 2025Q1: not reported; 2025Q2: 7,401 shares; 2025Q3: 9,852 shares; 2025Q4: 9,038 shares 9,038 $295K 0.13% -814 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 359 shares; 2025Q4: 350 shares 350 $287K 0.13% -9 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: 1,678 shares; 2024Q4: 1,536 shares; 2025Q1: 1,251 shares; 2025Q2: 1,281 shares; 2025Q3: 894 shares; 2025Q4: 864 shares 864 $285K 0.13% -30 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,671 shares; 2025Q1: 1,671 shares; 2025Q2: 1,671 shares; 2025Q3: 1,751 shares; 2025Q4: 1,750 shares 1,750 $285K 0.13% -1 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,293 shares; 2024Q4: 6,729 shares; 2025Q1: 7,262 shares; 2025Q2: 7,079 shares; 2025Q3: 7,010 shares; 2025Q4: 5,250 shares 5,250 $282K 0.12% -1,760 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,822 shares; 2025Q3: 11,157 shares; 2025Q4: 11,239 shares 11,239 $280K 0.12% +82 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: 6,730 shares; 2024Q4: 7,621 shares; 2025Q1: 6,215 shares; 2025Q2: 6,025 shares; 2025Q3: 5,973 shares; 2025Q4: 3,772 shares 3,772 $279K 0.12% -2,201 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,015 shares; 2025Q1: 838 shares; 2025Q2: 765 shares; 2025Q3: 575 shares; 2025Q4: 570 shares 570 $276K 0.12% -5 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares 1,296 $275K 0.12% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,203 shares; 2025Q4: 1,323 shares 1,323 $274K 0.12% +120 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,892 shares; 2024Q4: 3,892 shares; 2025Q1: 3,892 shares; 2025Q2: 3,892 shares; 2025Q3: 4,117 shares; 2025Q4: 4,113 shares 4,113 $273K 0.12% -4 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,173 shares; 2025Q4: 4,728 shares 4,728 $273K 0.12% +1,555 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: 4,592 shares; 2024Q4: 4,005 shares; 2025Q1: 3,754 shares; 2025Q2: 3,002 shares; 2025Q3: 3,032 shares; 2025Q4: 6,068 shares 6,068 $271K 0.12% +3,036 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 118 shares; 2025Q1: 114 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 134 shares 134 $271K 0.12% +19 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: 893 shares; 2024Q4: 881 shares; 2025Q1: 779 shares; 2025Q2: 771 shares; 2025Q3: 741 shares; 2025Q4: 729 shares 729 $270K 0.12% -12 Timeline TLTW 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: 43,127 shares; 2024Q4: 22,250 shares; 2025Q1: 21,468 shares; 2025Q2: 21,945 shares; 2025Q3: 14,450 shares; 2025Q4: 11,784 shares 11,784 $267K 0.12% -2,666 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,257 shares 5,257 $263K 0.12% new Timeline FLMI 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 reported; 2024Q4: 8,597 shares; 2025Q1: 10,673 shares; 2025Q2: 10,768 shares; 2025Q3: 10,858 shares; 2025Q4: 10,549 shares 10,549 $262K 0.12% -309 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,715 shares; 2025Q4: 8,757 shares 8,757 $259K 0.11% +42 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: 2,773 shares; 2024Q4: 2,911 shares; 2025Q1: 2,840 shares; 2025Q2: 2,881 shares; 2025Q3: 2,658 shares; 2025Q4: 2,264 shares 2,264 $258K 0.11% -394 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,273 shares; 2025Q4: 4,516 shares 4,516 $255K 0.11% +243 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,641 shares 7,641 $254K 0.11% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,922 shares 3,922 $253K 0.11% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,871 shares; 2024Q4: 6,379 shares; 2025Q1: 6,056 shares; 2025Q2: 5,921 shares; 2025Q3: 5,314 shares; 2025Q4: 5,272 shares 5,272 $252K 0.11% -42 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: 8,319 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,374 shares; 2025Q3: 8,438 shares; 2025Q4: 8,514 shares 8,514 $249K 0.11% +76 Timeline JBND 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,569 shares; 2025Q3: 4,553 shares; 2025Q4: 4,595 shares 4,595 $248K 0.11% +42 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,534 shares; 2024Q4: 3,928 shares; 2025Q1: 4,414 shares; 2025Q2: 4,346 shares; 2025Q3: not reported; 2025Q4: 2,316 shares 2,316 $244K 0.11% new 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: 3,441 shares; 2024Q4: 3,056 shares; 2025Q1: 3,055 shares; 2025Q2: 3,447 shares; 2025Q3: 3,331 shares; 2025Q4: 3,298 shares 3,298 $243K 0.11% -33 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 2,834 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares 2,835 $243K 0.11% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,911 shares; 2024Q4: 21,305 shares; 2025Q1: 18,502 shares; 2025Q2: 18,357 shares; 2025Q3: 18,372 shares; 2025Q4: 18,385 shares 18,385 $241K 0.11% +13 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: 2,625 shares; 2024Q4: not reported; 2025Q1: 3,533 shares; 2025Q2: 3,602 shares; 2025Q3: 3,468 shares; 2025Q4: 2,684 shares 2,684 $240K 0.11% -784 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,554 shares 1,554 $238K 0.1% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,314 shares 10,314 $237K 0.1% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,129 shares 3,129 $236K 0.1% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,020 shares; 2025Q4: 1,998 shares 1,998 $233K 0.1% -22 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,992 shares; 2025Q4: 2,257 shares 2,257 $233K 0.1% +265 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 777 shares; 2025Q1: 895 shares; 2025Q2: 887 shares; 2025Q3: 907 shares; 2025Q4: 901 shares 901 $232K 0.1% -6 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,723 shares; 2025Q1: 2,727 shares; 2025Q2: 2,732 shares; 2025Q3: 2,470 shares; 2025Q4: 2,468 shares 2,468 $231K 0.1% -2 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,843 shares 5,843 $231K 0.1% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 3,529 shares; 2025Q1: 3,529 shares; 2025Q2: 3,529 shares; 2025Q3: 3,529 shares; 2025Q4: 3,529 shares 3,529 $229K 0.1% 0 Timeline SPTI 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: 36,452 shares; 2024Q4: 28,108 shares; 2025Q1: 23,974 shares; 2025Q2: 17,093 shares; 2025Q3: 20,749 shares; 2025Q4: 7,925 shares 7,925 $229K 0.1% -12,824 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,446 shares; 2025Q4: 7,350 shares 7,350 $228K 0.1% +904 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 602 shares 602 $225K 0.1% 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 reported; 2024Q4: not reported; 2025Q1: 24,643 shares; 2025Q2: 4,137 shares; 2025Q3: 3,893 shares; 2025Q4: 4,065 shares 4,065 $223K 0.1% +172 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,215 shares 2,215 $218K 0.1% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 1,361 shares; 2025Q1: 1,235 shares; 2025Q2: 1,243 shares; 2025Q3: 1,179 shares; 2025Q4: 1,179 shares 1,179 $217K 0.1% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,548 shares 5,548 $214K 0.09% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 998 shares 998 $214K 0.09% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,852 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,743 shares 1,743 $212K 0.09% new 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: 2,337 shares; 2024Q4: 24,992 shares; 2025Q1: 3,183 shares; 2025Q2: 3,243 shares; 2025Q3: 2,925 shares; 2025Q4: 2,317 shares 2,317 $212K 0.09% -608 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,095 shares; 2025Q4: 7,671 shares 7,671 $211K 0.09% -424 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,882 shares; 2025Q4: 4,879 shares 4,879 $209K 0.09% -3 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236 shares 236 $207K 0.09% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,119 shares; 2025Q4: 1,119 shares 1,119 $207K 0.09% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 1,360 shares; 2025Q1: 1,754 shares; 2025Q2: 1,652 shares; 2025Q3: 1,418 shares; 2025Q4: 1,013 shares 1,013 $204K 0.09% -405 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,111 shares 2,111 $203K 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: 5,331 shares; 2024Q4: 4,177 shares; 2025Q1: 2,845 shares; 2025Q2: 2,796 shares; 2025Q3: 2,525 shares; 2025Q4: 2,295 shares 2,295 $203K 0.09% -230 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 654 shares 654 $201K 0.09% new Timeline