ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 675,878 shares; 2024Q3: 682,919 shares; 2024Q4: 693,539 shares; 2025Q1: 379,445 shares; 2025Q2: 678,646 shares 678,646 $74.5M 5.79% +299,201 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,143,219 shares; 2024Q3: 1,104,513 shares; 2024Q4: 1,025,513 shares; 2025Q1: 952,305 shares; 2025Q2: 998,091 shares 998,091 $69M 5.37% +45,786 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 504,294 shares; 2024Q3: 508,483 shares; 2024Q4: 375,697 shares; 2025Q1: 376,853 shares; 2025Q2: 382,885 shares 382,885 $58.5M 4.55% +6,032 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 759,635 shares; 2024Q3: 774,412 shares; 2024Q4: 748,862 shares; 2025Q1: 617,336 shares; 2025Q2: 816,012 shares 816,012 $53.5M 4.16% +198,676 Timeline GSLC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 381,014 shares; 2024Q3: 444,368 shares; 2024Q4: 479,463 shares; 2025Q1: 243,498 shares; 2025Q2: 439,959 shares 439,959 $53.4M 4.16% +196,461 Timeline AVUS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 405,680 shares; 2024Q3: 419,713 shares; 2024Q4: 443,635 shares; 2025Q1: 266,731 shares; 2025Q2: 465,124 shares 465,124 $46.9M 3.65% +198,393 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 298,213 shares; 2024Q3: 329,439 shares; 2024Q4: 269,399 shares; 2025Q1: 143,909 shares; 2025Q2: 377,239 shares 377,239 $36.2M 2.81% +233,330 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 151,509 shares; 2024Q3: 138,074 shares; 2024Q4: 140,529 shares; 2025Q1: 94,315 shares; 2025Q2: 134,219 shares 134,219 $29.4M 2.29% +39,904 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 141,627 shares; 2024Q3: 139,213 shares; 2024Q4: 135,417 shares; 2025Q1: 69,169 shares; 2025Q2: 133,850 shares 133,850 $27.4M 2.13% +64,681 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 325,879 shares; 2024Q3: 366,072 shares; 2024Q4: 328,629 shares; 2025Q1: 225,836 shares; 2025Q2: 533,436 shares 533,436 $26.8M 2.09% +307,600 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 280,966 shares; 2024Q3: 285,810 shares; 2024Q4: 313,799 shares; 2025Q1: not reported; 2025Q2: 366,552 shares 366,552 $26.6M 2.07% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 142,454 shares; 2024Q3: 166,888 shares; 2024Q4: 162,097 shares; 2025Q1: 85,577 shares; 2025Q2: 220,779 shares 220,779 $24.2M 1.88% +135,202 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 207,768 shares; 2024Q3: 217,240 shares; 2024Q4: 225,694 shares; 2025Q1: 97,466 shares; 2025Q2: 240,710 shares 240,710 $22.3M 1.73% +143,244 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 199,151 shares; 2024Q3: 233,164 shares; 2024Q4: 794,672 shares; 2025Q1: 29,716 shares; 2025Q2: 829,095 shares 829,095 $22M 1.71% +799,379 Timeline JIRE 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 324,473 shares; 2024Q3: 340,076 shares; 2024Q4: 276,529 shares; 2025Q1: 198,228 shares; 2025Q2: 290,730 shares 290,730 $20.6M 1.6% +92,502 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35,550 shares; 2024Q3: 42,867 shares; 2024Q4: 43,199 shares; 2025Q1: 16,730 shares; 2025Q2: 40,726 shares 40,726 $20.2M 1.57% +23,996 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 273,267 shares; 2024Q3: 329,893 shares; 2024Q4: 356,165 shares; 2025Q1: 143,077 shares; 2025Q2: 392,306 shares 392,306 $17.7M 1.38% +249,229 Timeline HELO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 104,102 shares; 2024Q3: 236,184 shares; 2024Q4: 252,620 shares; 2025Q1: not reported; 2025Q2: 267,931 shares 267,931 $16.8M 1.3% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 44,451 shares; 2024Q3: 148,713 shares; 2024Q4: 630,682 shares; 2025Q1: not reported; 2025Q2: 553,870 shares 553,870 $16.2M 1.26% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,420 shares; 2024Q3: 25,186 shares; 2024Q4: 25,738 shares; 2025Q1: 11,822 shares; 2025Q2: 30,755 shares 30,755 $14.9M 1.16% +18,933 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,854 shares; 2024Q3: 15,854 shares; 2024Q4: 16,765 shares; 2025Q1: 112,426 shares; 2025Q2: 177,336 shares 177,336 $13.8M 1.07% +64,910 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 131,548 shares; 2024Q3: 139,196 shares; 2024Q4: 172,546 shares; 2025Q1: not reported; 2025Q2: 598,265 shares 598,265 $12.4M 0.96% new IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 74,334 shares; 2024Q3: 79,063 shares; 2024Q4: 69,778 shares; 2025Q1: 91,978 shares; 2025Q2: 140,172 shares 140,172 $12.1M 0.94% +48,194 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 84,209 shares; 2024Q3: 78,782 shares; 2024Q4: 77,560 shares; 2025Q1: 37,347 shares; 2025Q2: 73,404 shares 73,404 $11.6M 0.9% +36,057 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,100 shares; 2024Q3: 20,757 shares; 2024Q4: 20,474 shares; 2025Q1: 11,078 shares; 2025Q2: 24,130 shares 24,130 $10.6M 0.82% +13,052 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,420 shares; 2024Q3: 4,057 shares; 2024Q4: 24,079 shares; 2025Q1: 26,908 shares; 2025Q2: 43,285 shares 43,285 $10.1M 0.78% +16,377 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 166,326 shares; 2024Q3: 176,523 shares; 2024Q4: 172,253 shares; 2025Q1: 113,652 shares; 2025Q2: 205,682 shares 205,682 $9.35M 0.73% +92,030 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,716 shares; 2025Q1: 9,773 shares; 2025Q2: 8,830 shares 8,830 $9.26M 0.72% -943 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,371 shares; 2024Q3: 9,478 shares; 2024Q4: 10,006 shares; 2025Q1: 8,776 shares; 2025Q2: 15,138 shares 15,138 $8.65M 0.67% +6,362 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 43,082 shares; 2024Q3: 41,433 shares; 2024Q4: 41,440 shares; 2025Q1: 36,372 shares; 2025Q2: 36,356 shares 36,356 $8.54M 0.66% -16 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,500 shares; 2024Q3: 2,483 shares; 2024Q4: 3,724 shares; 2025Q1: 27,897 shares; 2025Q2: 29,111 shares 29,111 $8.5M 0.66% +1,214 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,628 shares; 2024Q3: 11,209 shares; 2024Q4: 12,600 shares; 2025Q1: 11,702 shares; 2025Q2: 13,750 shares 13,750 $8.5M 0.66% +2,048 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27,536 shares; 2024Q3: 27,611 shares; 2024Q4: 27,402 shares; 2025Q1: 8,628 shares; 2025Q2: 15,077 shares 15,077 $8.32M 0.65% +6,449 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 381,051 shares; 2024Q3: 392,221 shares; 2024Q4: 392,313 shares; 2025Q1: 260,863 shares; 2025Q2: 417,436 shares 417,436 $8.31M 0.65% +156,573 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 37,061 shares; 2024Q3: 36,469 shares; 2024Q4: 36,736 shares; 2025Q1: 35,473 shares; 2025Q2: 37,287 shares 37,287 $7.63M 0.59% +1,814 Timeline FLCH 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 284,742 shares; 2024Q3: 284,017 shares; 2024Q4: 285,832 shares; 2025Q1: 276,404 shares; 2025Q2: 311,510 shares 311,510 $6.77M 0.53% +35,106 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 124,741 shares; 2024Q3: 124,572 shares; 2024Q4: 125,583 shares; 2025Q1: 115,880 shares; 2025Q2: 125,795 shares 125,795 $6.55M 0.51% +9,915 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 93,453 shares; 2024Q3: 98,266 shares; 2024Q4: 109,922 shares; 2025Q1: 95,789 shares; 2025Q2: 121,878 shares 121,878 $6.24M 0.48% +26,089 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,572 shares; 2024Q3: 8,122 shares; 2024Q4: 8,059 shares; 2025Q1: 6,467 shares; 2025Q2: 10,020 shares 10,020 $6.21M 0.48% +3,553 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,505 shares; 2024Q3: 7,642 shares; 2024Q4: 7,281 shares; 2025Q1: 4,925 shares; 2025Q2: 8,358 shares 8,358 $6.15M 0.48% +3,433 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 120,418 shares; 2024Q3: 44,087 shares; 2024Q4: not reported; 2025Q1: 29,716 shares; 2025Q2: 68,657 shares 68,657 $6.06M 0.47% +38,941 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,599 shares; 2024Q3: 19,485 shares; 2024Q4: 29,997 shares; 2025Q1: 30,761 shares; 2025Q2: 105,808 shares 105,808 $6.03M 0.47% +75,047 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 12,911 shares; 2024Q4: 44,952 shares; 2025Q1: not reported; 2025Q2: 252,279 shares 252,279 $5.89M 0.46% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,812 shares; 2024Q3: 40,275 shares; 2024Q4: 42,207 shares; 2025Q1: 26,676 shares; 2025Q2: 49,964 shares 49,964 $5.38M 0.42% +23,288 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 98,035 shares; 2024Q3: 103,455 shares; 2024Q4: 100,252 shares; 2025Q1: 61,706 shares; 2025Q2: 127,951 shares 127,951 $5.17M 0.4% +66,245 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27,526 shares; 2024Q3: 26,661 shares; 2024Q4: 33,334 shares; 2025Q1: 24,958 shares; 2025Q2: 28,616 shares 28,616 $5.03M 0.39% +3,658 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 42,787 shares; 2024Q3: 38,140 shares; 2024Q4: 37,747 shares; 2025Q1: not reported; 2025Q2: 37,574 shares 37,574 $5.01M 0.39% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,011 shares; 2024Q3: 19,550 shares; 2024Q4: 16,876 shares; 2025Q1: 16,854 shares; 2025Q2: 16,612 shares 16,612 $4.89M 0.38% -242 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 80,708 shares; 2024Q3: 110,061 shares; 2024Q4: 176,613 shares; 2025Q1: 192,907 shares; 2025Q2: 199,970 shares 199,970 $4.85M 0.38% +7,063 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,110 shares; 2024Q3: 7,019 shares; 2024Q4: 8,285 shares; 2025Q1: 4,341 shares; 2025Q2: 8,549 shares 8,549 $4.8M 0.37% +4,208 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 26,740 shares; 2025Q1: not reported; 2025Q2: 217,208 shares 217,208 $4.79M 0.37% new Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 43,821 shares; 2024Q3: 58,380 shares; 2024Q4: 93,496 shares; 2025Q1: not reported; 2025Q2: 206,218 shares 206,218 $4.76M 0.37% new IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 37,515 shares; 2024Q3: 42,631 shares; 2024Q4: 49,838 shares; 2025Q1: 37,620 shares; 2025Q2: 42,288 shares 42,288 $4.62M 0.36% +4,668 Timeline HEQT 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151,944 shares 151,944 $4.57M 0.36% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,223 shares; 2024Q3: 22,244 shares; 2024Q4: 22,250 shares; 2025Q1: 3,724 shares; 2025Q2: 23,251 shares 23,251 $4.54M 0.35% +19,527 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 48,435 shares; 2024Q3: 59,998 shares; 2024Q4: 145,256 shares; 2025Q1: 158,204 shares; 2025Q2: 174,045 shares 174,045 $4.42M 0.34% +15,841 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,316 shares; 2024Q3: 14,865 shares; 2024Q4: 14,840 shares; 2025Q1: 10,403 shares; 2025Q2: 15,716 shares 15,716 $4.32M 0.34% +5,313 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,783 shares; 2024Q3: 22,228 shares; 2024Q4: 21,159 shares; 2025Q1: 20,263 shares; 2025Q2: 22,576 shares 22,576 $4.19M 0.33% +2,313 Timeline JCPB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35,651 shares; 2024Q3: 66,431 shares; 2024Q4: 77,373 shares; 2025Q1: not reported; 2025Q2: 87,289 shares 87,289 $4.11M 0.32% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,260 shares; 2024Q3: 17,830 shares; 2024Q4: 15,994 shares; 2025Q1: 14,593 shares; 2025Q2: 23,193 shares 23,193 $4.1M 0.32% +8,600 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 57,325 shares; 2024Q3: 60,548 shares; 2024Q4: 53,758 shares; 2025Q1: 48,333 shares; 2025Q2: 57,913 shares 57,913 $4.02M 0.31% +9,580 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 170,065 shares; 2024Q3: 173,587 shares; 2024Q4: 142,196 shares; 2025Q1: 105,153 shares; 2025Q2: 136,278 shares 136,278 $3.94M 0.31% +31,125 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 81,603 shares; 2024Q3: 81,789 shares; 2024Q4: 75,947 shares; 2025Q1: 67,946 shares; 2025Q2: 90,204 shares 90,204 $3.9M 0.3% +22,258 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50,429 shares; 2024Q3: 50,482 shares; 2024Q4: 153,416 shares; 2025Q1: not reported; 2025Q2: 161,270 shares 161,270 $3.84M 0.3% new Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 224,137 shares; 2024Q3: 210,204 shares; 2024Q4: 153,850 shares; 2025Q1: 153,579 shares; 2025Q2: 151,487 shares 151,487 $3.81M 0.3% -2,092 CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35,640 shares; 2024Q3: 35,763 shares; 2024Q4: 34,621 shares; 2025Q1: 37,150 shares; 2025Q2: 37,115 shares 37,115 $3.81M 0.3% -35 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,511 shares; 2024Q3: 1,754 shares; 2024Q4: 2,740 shares; 2025Q1: 1,187 shares; 2025Q2: 2,842 shares 2,842 $3.8M 0.3% +1,655 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139,935 shares; 2025Q2: 138,906 shares 138,906 $3.78M 0.29% -1,029 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32,499 shares; 2024Q3: 39,244 shares; 2024Q4: 109,703 shares; 2025Q1: 126,520 shares; 2025Q2: 157,165 shares 157,165 $3.67M 0.29% +30,645 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,435 shares; 2024Q3: 22,217 shares; 2024Q4: 30,135 shares; 2025Q1: 10,071 shares; 2025Q2: 20,350 shares 20,350 $3.61M 0.28% +10,279 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,729 shares 95,729 $3.51M 0.27% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,560 shares; 2024Q3: 8,530 shares; 2024Q4: 8,183 shares; 2025Q1: 8,159 shares; 2025Q2: 8,128 shares 8,128 $3.45M 0.27% -31 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 268 shares; 2024Q3: 423 shares; 2024Q4: 414 shares; 2025Q1: not reported; 2025Q2: 585 shares 585 $3.39M 0.26% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,252 shares; 2024Q3: 8,992 shares; 2024Q4: 9,775 shares; 2025Q1: 9,091 shares; 2025Q2: 10,895 shares 10,895 $3.31M 0.26% +1,804 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 56,067 shares; 2024Q3: 85,351 shares; 2024Q4: 95,859 shares; 2025Q1: not reported; 2025Q2: 59,202 shares 59,202 $3.22M 0.25% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 151,130 shares; 2024Q3: 151,611 shares; 2024Q4: 151,794 shares; 2025Q1: 152,970 shares; 2025Q2: 153,392 shares 153,392 $3.21M 0.25% +422 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,493 shares; 2024Q3: 14,469 shares; 2024Q4: 14,479 shares; 2025Q1: not reported; 2025Q2: 14,225 shares 14,225 $3.2M 0.25% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,515 shares; 2024Q3: 2,892 shares; 2024Q4: 3,814 shares; 2025Q1: 3,308 shares; 2025Q2: 4,106 shares 4,106 $3.19M 0.25% +798 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 47,413 shares; 2024Q3: 47,782 shares; 2024Q4: 69,705 shares; 2025Q1: 42,033 shares; 2025Q2: 45,741 shares 45,741 $3.16M 0.25% +3,708 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29,703 shares; 2024Q3: 24,045 shares; 2024Q4: 35,767 shares; 2025Q1: not reported; 2025Q2: 130,023 shares 130,023 $3.15M 0.25% new Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 180,737 shares; 2024Q3: 172,436 shares; 2024Q4: 140,647 shares; 2025Q1: 142,334 shares; 2025Q2: 126,122 shares 126,122 $3.06M 0.24% -16,212 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,246 shares; 2024Q3: 11,329 shares; 2024Q4: 27,565 shares; 2025Q1: 23,003 shares; 2025Q2: 38,118 shares 38,118 $3.02M 0.23% +15,115 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,420 shares; 2024Q3: 8,405 shares; 2024Q4: 9,679 shares; 2025Q1: 7,642 shares; 2025Q2: 9,854 shares 9,854 $3M 0.23% +2,212 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,992 shares; 2024Q3: 18,190 shares; 2024Q4: 22,755 shares; 2025Q1: 19,284 shares; 2025Q2: 25,355 shares 25,355 $2.99M 0.23% +6,071 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,910 shares; 2024Q3: 25,544 shares; 2024Q4: 28,949 shares; 2025Q1: 26,442 shares; 2025Q2: 32,303 shares 32,303 $2.97M 0.23% +5,861 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 31,748 shares; 2024Q3: 37,303 shares; 2024Q4: 38,388 shares; 2025Q1: not reported; 2025Q2: 36,298 shares 36,298 $2.91M 0.23% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,010 shares; 2024Q3: 9,019 shares; 2024Q4: 13,328 shares; 2025Q1: 14,949 shares; 2025Q2: 21,448 shares 21,448 $2.83M 0.22% +6,499 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,502 shares; 2024Q3: 8,464 shares; 2024Q4: 8,558 shares; 2025Q1: 5,395 shares; 2025Q2: 9,753 shares 9,753 $2.82M 0.22% +4,358 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,052 shares; 2024Q3: 7,698 shares; 2024Q4: 7,937 shares; 2025Q1: 5,271 shares; 2025Q2: 7,903 shares 7,903 $2.8M 0.22% +2,632 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,349 shares; 2024Q3: 2,800 shares; 2024Q4: 2,808 shares; 2025Q1: 1,327 shares; 2025Q2: 2,802 shares 2,802 $2.77M 0.22% +1,475 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,892 shares; 2024Q3: 8,246 shares; 2024Q4: 14,352 shares; 2025Q1: 9,601 shares; 2025Q2: 19,272 shares 19,272 $2.76M 0.21% +9,671 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,547 shares; 2024Q3: 9,362 shares; 2024Q4: 16,143 shares; 2025Q1: 15,569 shares; 2025Q2: 21,257 shares 21,257 $2.74M 0.21% +5,688 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 56,144 shares; 2024Q3: 70,630 shares; 2024Q4: 84,408 shares; 2025Q1: not reported; 2025Q2: 137,037 shares 137,037 $2.67M 0.21% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 40,552 shares; 2024Q3: 40,598 shares; 2024Q4: 40,361 shares; 2025Q1: 3,255 shares; 2025Q2: 40,203 shares 40,203 $2.57M 0.2% +36,948 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,047 shares; 2024Q3: 6,598 shares; 2024Q4: 6,317 shares; 2025Q1: 2,562 shares; 2025Q2: 6,847 shares 6,847 $2.5M 0.19% +4,285 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,969 shares; 2024Q3: 18,719 shares; 2024Q4: 18,824 shares; 2025Q1: 18,317 shares; 2025Q2: 18,393 shares 18,393 $2.49M 0.19% +76 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,559 shares; 2024Q3: 9,514 shares; 2024Q4: 29,360 shares; 2025Q1: 27,002 shares; 2025Q2: 47,814 shares 47,814 $2.48M 0.19% +20,812 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,809 shares; 2024Q3: 18,393 shares; 2024Q4: 17,989 shares; 2025Q1: 15,641 shares; 2025Q2: 18,099 shares 18,099 $2.46M 0.19% +2,458 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27,126 shares; 2024Q3: 21,710 shares; 2024Q4: 22,455 shares; 2025Q1: 5,756 shares; 2025Q2: 24,325 shares 24,325 $2.38M 0.18% +18,569 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27,981 shares; 2024Q3: 31,867 shares; 2024Q4: 88,260 shares; 2025Q1: 106,657 shares; 2025Q2: 104,929 shares 104,929 $2.35M 0.18% -1,728 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,207 shares; 2024Q3: 14,776 shares; 2024Q4: 14,427 shares; 2025Q1: 7,830 shares; 2025Q2: 14,690 shares 14,690 $2.34M 0.18% +6,860 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,956 shares; 2024Q3: 13,939 shares; 2024Q4: 13,932 shares; 2025Q1: 17,835 shares; 2025Q2: 18,123 shares 18,123 $2.28M 0.18% +288 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 176,855 shares; 2024Q3: 194,030 shares; 2024Q4: 198,072 shares; 2025Q1: 156,705 shares; 2025Q2: 208,401 shares 208,401 $2.28M 0.18% +51,696 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 195,708 shares; 2024Q3: 218,123 shares; 2024Q4: 221,650 shares; 2025Q1: 175,758 shares; 2025Q2: 234,554 shares 234,554 $2.23M 0.17% +58,796 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,205 shares; 2024Q3: 18,240 shares; 2024Q4: 31,769 shares; 2025Q1: 18,366 shares; 2025Q2: 31,360 shares 31,360 $2.22M 0.17% +12,994 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 188,991 shares; 2024Q3: 208,584 shares; 2024Q4: 213,267 shares; 2025Q1: 168,450 shares; 2025Q2: 223,902 shares 223,902 $2.22M 0.17% +55,452 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32,564 shares; 2024Q3: 66,736 shares; 2024Q4: 77,459 shares; 2025Q1: 97,742 shares; 2025Q2: 97,110 shares 97,110 $2.18M 0.17% -632 Timeline BLACKROCK MUNI INCOME TR II BLACKROCK MUNI INCOME TR II More: the full row for BLACKROCK MUNI INCOME TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 179,495 shares; 2024Q3: 198,577 shares; 2024Q4: 202,313 shares; 2025Q1: 159,756 shares; 2025Q2: 212,336 shares 212,336 $2.13M 0.17% +52,580 BLACKROCK MUNIVEST FUND BLACKROCK MUNIVEST FUND More: the full row for BLACKROCK MUNIVEST FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 272,727 shares; 2024Q3: 302,334 shares; 2024Q4: 307,617 shares; 2025Q1: 243,316 shares; 2025Q2: 322,826 shares 322,826 $2.12M 0.17% +79,510 TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,440 shares; 2024Q3: 4,691 shares; 2024Q4: 5,069 shares; 2025Q1: 4,021 shares; 2025Q2: 6,628 shares 6,628 $2.11M 0.16% +2,607 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 56,666 shares; 2024Q3: 57,661 shares; 2024Q4: 58,805 shares; 2025Q1: 8,335 shares; 2025Q2: 60,997 shares 60,997 $2.1M 0.16% +52,662 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,741 shares; 2024Q3: 9,880 shares; 2024Q4: 14,965 shares; 2025Q1: 6,946 shares; 2025Q2: 45,232 shares 45,232 $2.09M 0.16% +38,286 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,336 shares; 2024Q3: 14,707 shares; 2024Q4: 14,852 shares; 2025Q1: 14,384 shares; 2025Q2: 16,189 shares 16,189 $2.08M 0.16% +1,805 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,939 shares; 2024Q3: 3,953 shares; 2024Q4: 3,967 shares; 2025Q1: 3,889 shares; 2025Q2: 4,681 shares 4,681 $2.06M 0.16% +792 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32,462 shares; 2024Q3: 32,096 shares; 2024Q4: 33,680 shares; 2025Q1: 30,391 shares; 2025Q2: 33,162 shares 33,162 $2.06M 0.16% +2,771 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,412 shares; 2025Q2: 41,198 shares 41,198 $2.04M 0.16% +16,786 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 405 shares; 2024Q3: 406 shares; 2024Q4: 623 shares; 2025Q1: 205 shares; 2025Q2: 777 shares 777 $2.03M 0.16% +572 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29,663 shares; 2024Q3: 31,069 shares; 2024Q4: 34,720 shares; 2025Q1: 28,908 shares; 2025Q2: 30,845 shares 30,845 $2.02M 0.16% +1,937 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,063 shares; 2024Q3: 3,046 shares; 2024Q4: 2,869 shares; 2025Q1: 2,298 shares; 2025Q2: 2,852 shares 2,852 $2.01M 0.16% +554 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,003 shares; 2024Q3: 976 shares; 2024Q4: 2,531 shares; 2025Q1: 1,000 shares; 2025Q2: 3,779 shares 3,779 $1.99M 0.15% +2,779 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,104 shares; 2024Q4: 19,874 shares; 2025Q1: not reported; 2025Q2: 21,305 shares 21,305 $1.99M 0.15% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,892 shares; 2024Q3: 13,939 shares; 2024Q4: 11,873 shares; 2025Q1: 14,170 shares; 2025Q2: 16,380 shares 16,380 $1.98M 0.15% +2,210 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,690 shares; 2024Q3: 8,473 shares; 2024Q4: 5,705 shares; 2025Q1: 824 shares; 2025Q2: 7,260 shares 7,260 $1.98M 0.15% +6,436 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,091 shares; 2024Q3: 4,858 shares; 2024Q4: 4,343 shares; 2025Q1: not reported; 2025Q2: 38,648 shares 38,648 $1.96M 0.15% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,356 shares; 2024Q3: 10,570 shares; 2024Q4: 28,601 shares; 2025Q1: 7,503 shares; 2025Q2: 14,515 shares 14,515 $1.93M 0.15% +7,012 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,183 shares; 2024Q3: 15,131 shares; 2024Q4: 15,648 shares; 2025Q1: 16,551 shares; 2025Q2: 15,796 shares 15,796 $1.79M 0.14% -755 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 53,023 shares; 2024Q3: 46,489 shares; 2024Q4: 41,686 shares; 2025Q1: not reported; 2025Q2: 41,099 shares 41,099 $1.78M 0.14% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,360 shares; 2024Q3: 3,251 shares; 2024Q4: 5,860 shares; 2025Q1: 4,559 shares; 2025Q2: 5,551 shares 5,551 $1.77M 0.14% +992 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,584 shares; 2024Q3: 5,252 shares; 2024Q4: 5,263 shares; 2025Q1: not reported; 2025Q2: 6,155 shares 6,155 $1.76M 0.14% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,999 shares; 2024Q3: 7,866 shares; 2024Q4: 7,585 shares; 2025Q1: not reported; 2025Q2: 7,032 shares 7,032 $1.73M 0.13% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 360 shares; 2024Q3: 430 shares; 2024Q4: 1,280 shares; 2025Q1: not reported; 2025Q2: 2,009 shares 2,009 $1.61M 0.13% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,322 shares; 2024Q3: 17,396 shares; 2024Q4: 17,459 shares; 2025Q1: 17,512 shares; 2025Q2: 17,453 shares 17,453 $1.61M 0.12% -59 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,258 shares; 2024Q3: 1,256 shares; 2024Q4: 2,285 shares; 2025Q1: 1,894 shares; 2025Q2: 3,463 shares 3,463 $1.6M 0.12% +1,569 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,731 shares; 2024Q3: 6,274 shares; 2024Q4: 6,225 shares; 2025Q1: 7,014 shares; 2025Q2: 7,145 shares 7,145 $1.56M 0.12% +131 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 11,590 shares; 2024Q4: 42,818 shares; 2025Q1: 49,234 shares; 2025Q2: 71,008 shares 71,008 $1.56M 0.12% +21,774 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,183 shares; 2024Q3: 12,240 shares; 2024Q4: 13,097 shares; 2025Q1: 13,040 shares; 2025Q2: 20,895 shares 20,895 $1.54M 0.12% +7,855 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,230 shares; 2024Q3: 4,500 shares; 2024Q4: 3,832 shares; 2025Q1: 3,716 shares; 2025Q2: 5,097 shares 5,097 $1.52M 0.12% +1,381 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 70,610 shares; 2024Q3: 70,672 shares; 2024Q4: 56,526 shares; 2025Q1: 56,526 shares; 2025Q2: 56,526 shares 56,526 $1.51M 0.12% 0 VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 129,916 shares; 2024Q3: 143,686 shares; 2024Q4: 90,678 shares; 2025Q1: 151,950 shares; 2025Q2: 138,124 shares 138,124 $1.47M 0.11% -13,826 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,872 shares; 2024Q3: 17,919 shares; 2024Q4: 10,126 shares; 2025Q1: 20,931 shares; 2025Q2: 23,927 shares 23,927 $1.47M 0.11% +2,996 CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,514 shares; 2024Q3: 5,212 shares; 2024Q4: 13,458 shares; 2025Q1: 9,313 shares; 2025Q2: 15,945 shares 15,945 $1.45M 0.11% +6,632 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,138 shares; 2025Q1: 9,366 shares; 2025Q2: 10,824 shares 10,824 $1.43M 0.11% +1,458 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,268 shares; 2025Q2: 27,011 shares 27,011 $1.43M 0.11% +2,743 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 10,142 shares; 2024Q4: 12,996 shares; 2025Q1: 10,142 shares; 2025Q2: 72,014 shares 72,014 $1.42M 0.11% +61,872 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,103 shares 35,103 $1.41M 0.11% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,303 shares 20,303 $1.4M 0.11% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,539 shares; 2025Q1: not reported; 2025Q2: 29,345 shares 29,345 $1.39M 0.11% new Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,260 shares; 2024Q3: 13,236 shares; 2024Q4: 13,630 shares; 2025Q1: 17,220 shares; 2025Q2: 14,372 shares 14,372 $1.39M 0.11% -2,848 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,496 shares 31,496 $1.37M 0.11% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,385 shares; 2024Q3: 1,233 shares; 2024Q4: 1,131 shares; 2025Q1: 1,018 shares; 2025Q2: 3,473 shares 3,473 $1.34M 0.1% +2,455 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,941 shares; 2025Q1: not reported; 2025Q2: 62,384 shares 62,384 $1.34M 0.1% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,744 shares; 2024Q3: 25,182 shares; 2024Q4: 26,669 shares; 2025Q1: 28,418 shares; 2025Q2: 27,342 shares 27,342 $1.32M 0.1% -1,076 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 38,234 shares; 2025Q1: 58,845 shares; 2025Q2: 59,611 shares 59,611 $1.31M 0.1% +766 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,406 shares; 2025Q2: 26,449 shares 26,449 $1.28M 0.1% +20,043 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,743 shares; 2024Q3: 18,193 shares; 2024Q4: 18,407 shares; 2025Q1: 17,978 shares; 2025Q2: 20,784 shares 20,784 $1.27M 0.1% +2,806 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,344 shares 7,344 $1.27M 0.1% new Timeline ABRDN ETFS ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 68,655 shares; 2024Q3: 71,678 shares; 2024Q4: 78,896 shares; 2025Q1: 58,753 shares; 2025Q2: 58,381 shares 58,381 $1.26M 0.1% -372 ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 153,769 shares; 2024Q3: 143,051 shares; 2024Q4: 55,518 shares; 2025Q1: 46,599 shares; 2025Q2: 53,788 shares 53,788 $1.26M 0.1% +7,189 GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,074 shares; 2024Q3: 4,362 shares; 2024Q4: 4,621 shares; 2025Q1: 4,482 shares; 2025Q2: 4,857 shares 4,857 $1.25M 0.1% +375 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,894 shares; 2025Q1: 15,578 shares; 2025Q2: 20,177 shares 20,177 $1.24M 0.1% +4,599 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32,798 shares; 2024Q3: 34,462 shares; 2024Q4: 30,244 shares; 2025Q1: 23,112 shares; 2025Q2: 34,508 shares 34,508 $1.23M 0.1% +11,396 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,016 shares; 2024Q3: 12,084 shares; 2024Q4: 12,084 shares; 2025Q1: 12,067 shares; 2025Q2: 11,484 shares 11,484 $1.18M 0.09% -583 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 34,413 shares; 2024Q3: 36,078 shares; 2024Q4: 38,307 shares; 2025Q1: 33,500 shares; 2025Q2: 33,413 shares 33,413 $1.15M 0.09% -87 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 13,508 shares; 2024Q4: 10,984 shares; 2025Q1: 26,435 shares; 2025Q2: 22,543 shares 22,543 $1.14M 0.09% -3,892 Timeline JMEE 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,498 shares; 2024Q3: 17,047 shares; 2024Q4: 21,399 shares; 2025Q1: not reported; 2025Q2: 18,776 shares 18,776 $1.11M 0.09% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,103 shares; 2024Q3: 23,103 shares; 2024Q4: 22,761 shares; 2025Q1: 22,761 shares; 2025Q2: 22,867 shares 22,867 $1.1M 0.09% +106 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,485 shares; 2024Q3: 2,560 shares; 2024Q4: 5,292 shares; 2025Q1: 2,171 shares; 2025Q2: 5,372 shares 5,372 $1.1M 0.09% +3,201 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,461 shares; 2024Q3: 5,467 shares; 2024Q4: 5,283 shares; 2025Q1: 3,664 shares; 2025Q2: 5,935 shares 5,935 $1.08M 0.08% +2,271 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,081 shares; 2024Q3: 16,092 shares; 2024Q4: 15,378 shares; 2025Q1: 8,637 shares; 2025Q2: 18,252 shares 18,252 $1.07M 0.08% +9,615 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,462 shares; 2025Q1: 3,852 shares; 2025Q2: 7,747 shares 7,747 $1.06M 0.08% +3,895 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,237 shares; 2024Q3: 1,071 shares; 2024Q4: 2,840 shares; 2025Q1: 3,528 shares; 2025Q2: 3,886 shares 3,886 $1.04M 0.08% +358 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,347 shares; 2024Q3: 28,099 shares; 2024Q4: 11,705 shares; 2025Q1: 7,571 shares; 2025Q2: 9,320 shares 9,320 $1.03M 0.08% +1,749 Timeline DBE INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 37,326 shares; 2024Q3: 38,878 shares; 2024Q4: 33,250 shares; 2025Q1: 53,788 shares; 2025Q2: 54,649 shares 54,649 $1.02M 0.08% +861 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,497 shares; 2024Q3: 12,406 shares; 2024Q4: 12,338 shares; 2025Q1: 12,488 shares; 2025Q2: 12,669 shares 12,669 $991K 0.08% +181 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,620 shares; 2024Q3: 9,927 shares; 2024Q4: 10,002 shares; 2025Q1: 7,730 shares; 2025Q2: 10,771 shares 10,771 $917K 0.07% +3,041 Timeline AUID AUTHID INC More: the full row for AUTHID INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 171,885 shares; 2024Q3: 173,302 shares; 2024Q4: 173,302 shares; 2025Q1: 173,302 shares; 2025Q2: 173,302 shares 173,302 $917K 0.07% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,570 shares; 2024Q3: 13,525 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,685 shares 11,685 $912K 0.07% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,967 shares; 2024Q3: 15,005 shares; 2024Q4: 14,177 shares; 2025Q1: 13,308 shares; 2025Q2: 13,344 shares 13,344 $894K 0.07% +36 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,852 shares; 2024Q3: 11,398 shares; 2024Q4: 9,706 shares; 2025Q1: 9,657 shares; 2025Q2: 10,331 shares 10,331 $876K 0.07% +674 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,032 shares; 2024Q3: 10,817 shares; 2024Q4: 11,155 shares; 2025Q1: 11,797 shares; 2025Q2: 11,800 shares 11,800 $876K 0.07% +3 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 903 shares; 2024Q3: 1,011 shares; 2024Q4: 635 shares; 2025Q1: 1,179 shares; 2025Q2: 1,646 shares 1,646 $864K 0.07% +467 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,000 shares; 2025Q2: 13,445 shares 13,445 $850K 0.07% -2,555 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,351 shares; 2025Q2: 8,367 shares 8,367 $847K 0.07% -4,984 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,264 shares; 2024Q3: 15,177 shares; 2024Q4: 15,131 shares; 2025Q1: not reported; 2025Q2: 19,957 shares 19,957 $830K 0.06% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,628 shares; 2025Q1: 5,135 shares; 2025Q2: 6,898 shares 6,898 $825K 0.06% +1,763 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,210 shares; 2024Q3: 5,404 shares; 2024Q4: 5,336 shares; 2025Q1: not reported; 2025Q2: 4,970 shares 4,970 $817K 0.06% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,253 shares; 2024Q3: 21,079 shares; 2024Q4: 25,796 shares; 2025Q1: 20,606 shares; 2025Q2: 25,997 shares 25,997 $806K 0.06% +5,391 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,926 shares; 2024Q3: 4,848 shares; 2024Q4: 11,997 shares; 2025Q1: 8,172 shares; 2025Q2: 5,336 shares 5,336 $779K 0.06% -2,836 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 88,886 shares; 2024Q3: 88,886 shares; 2024Q4: 88,886 shares; 2025Q1: 88,886 shares; 2025Q2: 88,886 shares 88,886 $778K 0.06% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 87,867 shares; 2024Q3: 68,666 shares; 2024Q4: 35,909 shares; 2025Q1: 45,547 shares; 2025Q2: 33,458 shares 33,458 $767K 0.06% -12,089 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,504 shares 1,504 $766K 0.06% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,325 shares; 2024Q3: 12,343 shares; 2024Q4: 12,444 shares; 2025Q1: not reported; 2025Q2: 13,470 shares 13,470 $766K 0.06% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,033 shares; 2024Q3: 3,059 shares; 2024Q4: 3,115 shares; 2025Q1: 3,707 shares; 2025Q2: 3,380 shares 3,380 $766K 0.06% -327 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,340 shares; 2024Q3: 6,484 shares; 2024Q4: 7,041 shares; 2025Q1: 4,576 shares; 2025Q2: 5,115 shares 5,115 $765K 0.06% +539 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,500 shares; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 10,000 shares; 2025Q2: 14,500 shares 14,500 $765K 0.06% +4,500 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,631 shares; 2024Q3: 37,575 shares; 2024Q4: 40,310 shares; 2025Q1: not reported; 2025Q2: 41,167 shares 41,167 $746K 0.06% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,784 shares; 2024Q3: 4,134 shares; 2024Q4: 4,120 shares; 2025Q1: 2,148 shares; 2025Q2: 5,207 shares 5,207 $739K 0.06% +3,059 Timeline EVTR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,545 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,183 shares 14,183 $721K 0.06% new Timeline BSV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,979 shares 8,979 $707K 0.05% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,071 shares; 2024Q3: 10,106 shares; 2024Q4: 10,263 shares; 2025Q1: 7,164 shares; 2025Q2: 10,194 shares 10,194 $699K 0.05% +3,030 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,649 shares 32,649 $687K 0.05% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,855 shares; 2024Q3: 6,719 shares; 2024Q4: 6,752 shares; 2025Q1: 6,778 shares; 2025Q2: 5,139 shares 5,139 $682K 0.05% -1,639 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,922 shares; 2024Q3: 12,356 shares; 2024Q4: 12,475 shares; 2025Q1: 11,543 shares; 2025Q2: 13,834 shares 13,834 $678K 0.05% +2,291 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14,557 shares; 2024Q4: 14,664 shares; 2025Q1: 14,917 shares; 2025Q2: 12,780 shares 12,780 $664K 0.05% -2,137 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,410 shares; 2024Q3: 8,353 shares; 2024Q4: 9,548 shares; 2025Q1: 7,291 shares; 2025Q2: 9,701 shares 9,701 $654K 0.05% +2,410 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 111,390 shares; 2025Q1: not reported; 2025Q2: 10,924 shares 10,924 $653K 0.05% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,862 shares; 2024Q4: not reported; 2025Q1: 7,855 shares; 2025Q2: 7,998 shares 7,998 $651K 0.05% +143 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,319 shares; 2024Q3: 2,320 shares; 2024Q4: 2,964 shares; 2025Q1: 2,941 shares; 2025Q2: 2,997 shares 2,997 $647K 0.05% +56 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,522 shares; 2024Q3: 10,488 shares; 2024Q4: 9,820 shares; 2025Q1: 6,038 shares; 2025Q2: 7,449 shares 7,449 $632K 0.05% +1,411 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,007 shares; 2024Q3: 11,996 shares; 2024Q4: 12,600 shares; 2025Q1: 7,518 shares; 2025Q2: 13,187 shares 13,187 $624K 0.05% +5,669 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,297 shares; 2024Q3: 15,362 shares; 2024Q4: 14,526 shares; 2025Q1: 14,584 shares; 2025Q2: 14,652 shares 14,652 $620K 0.05% +68 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,465 shares; 2024Q3: 10,470 shares; 2024Q4: 11,609 shares; 2025Q1: 6,039 shares; 2025Q2: 11,683 shares 11,683 $612K 0.05% +5,644 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,513 shares; 2024Q3: 7,515 shares; 2024Q4: 7,969 shares; 2025Q1: 7,029 shares; 2025Q2: 8,068 shares 8,068 $601K 0.05% +1,039 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,639 shares; 2024Q3: 5,639 shares; 2024Q4: 5,509 shares; 2025Q1: 5,389 shares; 2025Q2: 5,389 shares 5,389 $595K 0.05% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,181 shares; 2024Q3: 3,034 shares; 2024Q4: 7,277 shares; 2025Q1: 5,006 shares; 2025Q2: 3,602 shares 3,602 $574K 0.04% -1,404 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,117 shares; 2024Q3: 8,117 shares; 2024Q4: 8,135 shares; 2025Q1: 3,872 shares; 2025Q2: 6,402 shares 6,402 $572K 0.04% +2,530 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,138 shares; 2024Q3: 3,154 shares; 2024Q4: 3,171 shares; 2025Q1: 3,043 shares; 2025Q2: 2,930 shares 2,930 $569K 0.04% -113 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,810 shares; 2024Q3: 7,962 shares; 2024Q4: 8,006 shares; 2025Q1: not reported; 2025Q2: 16,907 shares 16,907 $562K 0.04% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 793 shares; 2024Q3: 974 shares; 2024Q4: 974 shares; 2025Q1: 975 shares; 2025Q2: 975 shares 975 $552K 0.04% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,178 shares; 2024Q3: 5,398 shares; 2024Q4: 5,417 shares; 2025Q1: 5,430 shares; 2025Q2: 5,475 shares 5,475 $545K 0.04% +45 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,584 shares; 2024Q3: 2,479 shares; 2024Q4: 1,895 shares; 2025Q1: 1,884 shares; 2025Q2: 2,592 shares 2,592 $543K 0.04% +708 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 78,313 shares; 2024Q3: 78,313 shares; 2024Q4: 78,313 shares; 2025Q1: not reported; 2025Q2: 22,066 shares 22,066 $542K 0.04% new CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,097 shares; 2024Q3: 6,048 shares; 2024Q4: 4,847 shares; 2025Q1: not reported; 2025Q2: 7,793 shares 7,793 $538K 0.04% new Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 39,674 shares; 2024Q3: 39,711 shares; 2024Q4: 39,674 shares; 2025Q1: 39,719 shares; 2025Q2: 39,833 shares 39,833 $536K 0.04% +114 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,110 shares; 2025Q1: not reported; 2025Q2: 23,216 shares 23,216 $527K 0.04% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 314 shares; 2024Q3: 341 shares; 2024Q4: 391 shares; 2025Q1: 340 shares; 2025Q2: 656 shares 656 $517K 0.04% +316 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,557 shares; 2024Q3: 4,089 shares; 2024Q4: 4,069 shares; 2025Q1: not reported; 2025Q2: 4,979 shares 4,979 $517K 0.04% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,215 shares; 2024Q3: 4,472 shares; 2024Q4: 2,760 shares; 2025Q1: 1,014 shares; 2025Q2: 1,814 shares 1,814 $507K 0.04% +800 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,613 shares; 2024Q3: 1,390 shares; 2024Q4: 1,293 shares; 2025Q1: not reported; 2025Q2: 1,299 shares 1,299 $504K 0.04% new Timeline BBJP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,222 shares; 2024Q3: 10,022 shares; 2024Q4: 9,453 shares; 2025Q1: 6,231 shares; 2025Q2: 8,106 shares 8,106 $501K 0.04% +1,875 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,163 shares; 2024Q3: 4,760 shares; 2024Q4: 4,811 shares; 2025Q1: not reported; 2025Q2: 5,034 shares 5,034 $499K 0.04% new Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,663 shares; 2025Q2: 25,096 shares 25,096 $498K 0.04% +433 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,967 shares; 2024Q3: 5,967 shares; 2024Q4: 5,978 shares; 2025Q1: 7,505 shares; 2025Q2: 7,607 shares 7,607 $496K 0.04% +102 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 9,900 shares; 2024Q4: 9,874 shares; 2025Q1: not reported; 2025Q2: 9,799 shares 9,799 $493K 0.04% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,972 shares; 2024Q3: 2,994 shares; 2024Q4: 3,007 shares; 2025Q1: 3,100 shares; 2025Q2: 2,837 shares 2,837 $491K 0.04% -263 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,813 shares 23,813 $488K 0.04% new Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,281 shares; 2024Q3: 19,378 shares; 2024Q4: 19,559 shares; 2025Q1: 19,295 shares; 2025Q2: 19,694 shares 19,694 $486K 0.04% +399 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 34,991 shares; 2024Q3: 34,991 shares; 2024Q4: 34,991 shares; 2025Q1: 34,991 shares; 2025Q2: 34,991 shares 34,991 $486K 0.04% 0 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 11,486 shares; 2024Q4: 11,486 shares; 2025Q1: not reported; 2025Q2: 15,101 shares 15,101 $480K 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,206 shares; 2024Q3: not reported; 2024Q4: 2,114 shares; 2025Q1: 939 shares; 2025Q2: 2,090 shares 2,090 $478K 0.04% +1,151 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,568 shares; 2024Q3: 7,568 shares; 2024Q4: 10,754 shares; 2025Q1: not reported; 2025Q2: 10,534 shares 10,534 $477K 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,013 shares 2,013 $477K 0.04% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,915 shares; 2024Q3: 4,833 shares; 2024Q4: 4,743 shares; 2025Q1: 4,789 shares; 2025Q2: 5,938 shares 5,938 $476K 0.04% +1,149 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,394 shares; 2024Q3: 3,835 shares; 2024Q4: 16,053 shares; 2025Q1: not reported; 2025Q2: 19,321 shares 19,321 $472K 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,391 shares; 2025Q2: 10,451 shares 10,451 $467K 0.04% +60 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29,568 shares; 2024Q3: 30,530 shares; 2024Q4: 17,903 shares; 2025Q1: 20,748 shares; 2025Q2: 5,342 shares 5,342 $466K 0.04% -15,406 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,112 shares; 2024Q4: 6,202 shares; 2025Q1: 4,152 shares; 2025Q2: 5,744 shares 5,744 $465K 0.04% +1,592 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,707 shares; 2024Q3: 3,717 shares; 2024Q4: 3,646 shares; 2025Q1: not reported; 2025Q2: 3,624 shares 3,624 $462K 0.04% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,177 shares; 2024Q4: 1,572 shares; 2025Q1: 1,783 shares; 2025Q2: 1,683 shares 1,683 $461K 0.04% -100 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 26,654 shares; 2024Q3: 26,527 shares; 2024Q4: 25,482 shares; 2025Q1: 27,637 shares; 2025Q2: 22,867 shares 22,867 $459K 0.04% -4,770 Timeline DVYA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,928 shares; 2024Q3: 11,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,870 shares 11,870 $457K 0.04% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,728 shares; 2024Q3: 2,317 shares; 2024Q4: 2,317 shares; 2025Q1: not reported; 2025Q2: 2,490 shares 2,490 $455K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,347 shares; 2024Q3: 3,087 shares; 2024Q4: 2,855 shares; 2025Q1: 2,795 shares; 2025Q2: 2,946 shares 2,946 $448K 0.03% +151 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,667 shares; 2024Q3: 6,667 shares; 2024Q4: 6,691 shares; 2025Q1: 5,639 shares; 2025Q2: 8,350 shares 8,350 $439K 0.03% +2,711 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,480 shares; 2024Q3: 2,250 shares; 2024Q4: 2,184 shares; 2025Q1: not reported; 2025Q2: 1,970 shares 1,970 $437K 0.03% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,661 shares; 2024Q3: 13,783 shares; 2024Q4: 14,399 shares; 2025Q1: 9,908 shares; 2025Q2: 10,039 shares 10,039 $435K 0.03% +131 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,979 shares; 2024Q3: 6,979 shares; 2024Q4: 7,212 shares; 2025Q1: 7,031 shares; 2025Q2: 7,528 shares 7,528 $433K 0.03% +497 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,657 shares; 2024Q3: 1,510 shares; 2024Q4: 1,523 shares; 2025Q1: not reported; 2025Q2: 1,211 shares 1,211 $432K 0.03% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,490 shares; 2025Q2: 3,363 shares 3,363 $432K 0.03% -1,127 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,490 shares; 2024Q3: 10,490 shares; 2024Q4: 10,538 shares; 2025Q1: 10,538 shares; 2025Q2: 10,632 shares 10,632 $431K 0.03% +94 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,610 shares; 2024Q3: 7,610 shares; 2024Q4: 7,171 shares; 2025Q1: not reported; 2025Q2: 10,113 shares 10,113 $429K 0.03% new Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 19,790 shares; 2024Q4: 20,025 shares; 2025Q1: 18,126 shares; 2025Q2: 18,496 shares 18,496 $426K 0.03% +370 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 874 shares; 2024Q3: 886 shares; 2024Q4: 915 shares; 2025Q1: 820 shares; 2025Q2: 905 shares 905 $425K 0.03% +85 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,154 shares; 2024Q3: 1,157 shares; 2024Q4: 1,285 shares; 2025Q1: 1,162 shares; 2025Q2: 1,288 shares 1,288 $422K 0.03% +126 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 21,132 shares; 2024Q4: 20,934 shares; 2025Q1: 20,179 shares; 2025Q2: 20,217 shares 20,217 $422K 0.03% +38 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 35,954 shares; 2025Q1: not reported; 2025Q2: 5,415 shares 5,415 $419K 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,007 shares; 2024Q3: 3,204 shares; 2024Q4: 4,995 shares; 2025Q1: 2,245 shares; 2025Q2: 4,123 shares 4,123 $416K 0.03% +1,878 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,505 shares; 2024Q3: 4,509 shares; 2024Q4: 4,181 shares; 2025Q1: 4,179 shares; 2025Q2: 5,233 shares 5,233 $416K 0.03% +1,054 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,683 shares; 2024Q3: 8,466 shares; 2024Q4: 8,466 shares; 2025Q1: not reported; 2025Q2: 8,266 shares 8,266 $414K 0.03% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,282 shares; 2025Q2: 3,113 shares 3,113 $400K 0.03% +831 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 54,439 shares; 2024Q3: 52,774 shares; 2024Q4: 18,575 shares; 2025Q1: 8,631 shares; 2025Q2: 15,446 shares 15,446 $399K 0.03% +6,815 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,058 shares; 2025Q1: 3,369 shares; 2025Q2: 4,798 shares 4,798 $398K 0.03% +1,429 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,756 shares; 2024Q3: 5,600 shares; 2024Q4: 5,701 shares; 2025Q1: 3,615 shares; 2025Q2: 5,655 shares 5,655 $390K 0.03% +2,040 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,529 shares; 2024Q3: 8,532 shares; 2024Q4: 8,465 shares; 2025Q1: not reported; 2025Q2: 8,465 shares 8,465 $379K 0.03% new Timeline GUARANTY BANCSHARES INC GUARANTY BANCSHARES INC More: the full row for GUARANTY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,460 shares; 2024Q3: 9,460 shares; 2024Q4: 9,460 shares; 2025Q1: not reported; 2025Q2: 8,760 shares 8,760 $372K 0.03% new PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,816 shares; 2025Q1: 10,816 shares; 2025Q2: 5,316 shares 5,316 $369K 0.03% -5,500 Timeline SPLV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,001 shares; 2024Q4: 5,002 shares; 2025Q1: 5,002 shares; 2025Q2: 5,002 shares 5,002 $364K 0.03% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,263 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,839 shares 1,839 $363K 0.03% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,323 shares; 2024Q3: 4,880 shares; 2024Q4: 10,096 shares; 2025Q1: not reported; 2025Q2: 3,999 shares 3,999 $359K 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,278 shares; 2025Q1: not reported; 2025Q2: 1,429 shares 1,429 $355K 0.03% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,262 shares; 2024Q3: 9,375 shares; 2024Q4: 9,374 shares; 2025Q1: 9,425 shares; 2025Q2: 10,273 shares 10,273 $355K 0.03% +848 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,572 shares 7,572 $351K 0.03% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,552 shares; 2024Q3: 2,328 shares; 2024Q4: 2,530 shares; 2025Q1: 1,730 shares; 2025Q2: 1,680 shares 1,680 $349K 0.03% -50 Timeline JSCP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,827 shares; 2024Q4: 4,827 shares; 2025Q1: not reported; 2025Q2: 7,303 shares 7,303 $346K 0.03% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,875 shares; 2024Q3: 3,142 shares; 2024Q4: 3,695 shares; 2025Q1: not reported; 2025Q2: 5,981 shares 5,981 $346K 0.03% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,220 shares 6,220 $345K 0.03% new Timeline BIV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,414 shares 4,414 $341K 0.03% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,654 shares; 2024Q3: 1,662 shares; 2024Q4: 1,768 shares; 2025Q1: 1,821 shares; 2025Q2: 1,806 shares 1,806 $341K 0.03% -15 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,903 shares; 2024Q3: 4,729 shares; 2024Q4: 5,367 shares; 2025Q1: 5,915 shares; 2025Q2: 5,909 shares 5,909 $340K 0.03% -6 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28,133 shares; 2024Q3: 26,260 shares; 2024Q4: 19,827 shares; 2025Q1: 20,379 shares; 2025Q2: 4,274 shares 4,274 $340K 0.03% -16,105 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,444 shares 4,444 $336K 0.03% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,010 shares; 2024Q3: 2,017 shares; 2024Q4: 1,970 shares; 2025Q1: 1,719 shares; 2025Q2: 2,120 shares 2,120 $335K 0.03% +401 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,847 shares; 2024Q3: 5,011 shares; 2024Q4: 5,643 shares; 2025Q1: not reported; 2025Q2: 4,740 shares 4,740 $334K 0.03% new Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,117 shares 10,117 $334K 0.03% new Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,960 shares; 2025Q1: 13,016 shares; 2025Q2: 13,099 shares 13,099 $330K 0.03% +83 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 155,758 shares; 2024Q3: 163,573 shares; 2024Q4: 169,179 shares; 2025Q1: not reported; 2025Q2: 7,163 shares 7,163 $330K 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,743 shares 4,743 $330K 0.03% new Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,000 shares; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares 23,000 $330K 0.03% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,856 shares; 2024Q3: 1,722 shares; 2024Q4: 4,357 shares; 2025Q1: not reported; 2025Q2: 3,310 shares 3,310 $327K 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,998 shares; 2024Q3: 1,667 shares; 2024Q4: 1,296 shares; 2025Q1: 1,202 shares; 2025Q2: 1,041 shares 1,041 $325K 0.03% -161 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,662 shares; 2024Q3: 3,662 shares; 2024Q4: 3,721 shares; 2025Q1: 3,721 shares; 2025Q2: 4,022 shares 4,022 $317K 0.02% +301 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,271 shares; 2024Q3: 8,271 shares; 2024Q4: 8,271 shares; 2025Q1: 8,271 shares; 2025Q2: 8,271 shares 8,271 $314K 0.02% 0 Timeline PRF 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,389 shares 7,389 $312K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,205 shares 3,205 $312K 0.02% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,576 shares; 2024Q3: 3,562 shares; 2024Q4: 3,555 shares; 2025Q1: 3,003 shares; 2025Q2: 2,341 shares 2,341 $311K 0.02% -662 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,338 shares; 2024Q3: 1,342 shares; 2024Q4: 1,345 shares; 2025Q1: 1,078 shares; 2025Q2: 1,369 shares 1,369 $311K 0.02% +291 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,579 shares; 2024Q3: 1,579 shares; 2024Q4: 1,584 shares; 2025Q1: 1,590 shares; 2025Q2: 1,594 shares 1,594 $307K 0.02% +4 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,674 shares; 2024Q3: 3,686 shares; 2024Q4: 3,690 shares; 2025Q1: not reported; 2025Q2: 3,791 shares 3,791 $305K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,797 shares; 2025Q1: not reported; 2025Q2: 2,158 shares 2,158 $304K 0.02% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,539 shares; 2024Q4: 7,585 shares; 2025Q1: 4,855 shares; 2025Q2: 5,782 shares 5,782 $303K 0.02% +927 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,277 shares; 2024Q3: 16,481 shares; 2024Q4: 18,244 shares; 2025Q1: 11,462 shares; 2025Q2: 11,364 shares 11,364 $301K 0.02% -98 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 10,172 shares; 2024Q4: 10,663 shares; 2025Q1: 10,000 shares; 2025Q2: 10,172 shares 10,172 $298K 0.02% +172 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,807 shares; 2024Q3: 3,987 shares; 2024Q4: 4,499 shares; 2025Q1: not reported; 2025Q2: 3,534 shares 3,534 $298K 0.02% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,138 shares; 2024Q3: 2,192 shares; 2024Q4: 2,001 shares; 2025Q1: 2,002 shares; 2025Q2: 2,173 shares 2,173 $295K 0.02% +171 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,607 shares 4,607 $295K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,505 shares; 2024Q4: 3,374 shares; 2025Q1: not reported; 2025Q2: 3,090 shares 3,090 $295K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 873 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,164 shares 1,164 $292K 0.02% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,571 shares; 2025Q1: not reported; 2025Q2: 14,178 shares 14,178 $291K 0.02% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,758 shares 2,758 $288K 0.02% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,831 shares; 2024Q3: 2,643 shares; 2024Q4: 3,514 shares; 2025Q1: not reported; 2025Q2: 2,372 shares 2,372 $285K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,735 shares; 2024Q4: 2,346 shares; 2025Q1: not reported; 2025Q2: 3,079 shares 3,079 $282K 0.02% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,992 shares; 2024Q3: 4,188 shares; 2024Q4: 4,190 shares; 2025Q1: 4,170 shares; 2025Q2: 4,171 shares 4,171 $280K 0.02% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,387 shares; 2024Q4: 3,387 shares; 2025Q1: 3,387 shares; 2025Q2: 3,387 shares 3,387 $271K 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,554 shares; 2024Q3: 3,592 shares; 2024Q4: 3,596 shares; 2025Q1: 3,394 shares; 2025Q2: 3,643 shares 3,643 $271K 0.02% +249 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,025 shares; 2024Q3: 2,039 shares; 2024Q4: 2,090 shares; 2025Q1: not reported; 2025Q2: 2,012 shares 2,012 $270K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,587 shares; 2025Q1: 1,551 shares; 2025Q2: 1,848 shares 1,848 $269K 0.02% +297 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 650 shares; 2024Q3: 255 shares; 2024Q4: 275 shares; 2025Q1: not reported; 2025Q2: 261 shares 261 $268K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,942 shares; 2025Q2: 1,975 shares 1,975 $266K 0.02% +33 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,960 shares; 2024Q3: 3,960 shares; 2024Q4: 3,941 shares; 2025Q1: not reported; 2025Q2: 3,689 shares 3,689 $265K 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,464 shares; 2024Q3: 915 shares; 2024Q4: 918 shares; 2025Q1: not reported; 2025Q2: 920 shares 920 $263K 0.02% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 172 shares 172 $262K 0.02% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,772 shares; 2025Q1: 2,782 shares; 2025Q2: 2,886 shares 2,886 $259K 0.02% +104 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,877 shares; 2025Q1: 13,349 shares; 2025Q2: 13,607 shares 13,607 $258K 0.02% +258 Timeline INDH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,846 shares 5,846 $258K 0.02% new Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,084 shares 8,084 $257K 0.02% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 9,134 shares; 2024Q4: 8,537 shares; 2025Q1: not reported; 2025Q2: 8,712 shares 8,712 $256K 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,015 shares 4,015 $255K 0.02% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,043 shares; 2024Q3: 1,033 shares; 2024Q4: 1,029 shares; 2025Q1: not reported; 2025Q2: 872 shares 872 $254K 0.02% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,499 shares; 2025Q1: 10,784 shares; 2025Q2: 10,676 shares 10,676 $253K 0.02% -108 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 819 shares 819 $253K 0.02% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 714 shares 714 $250K 0.02% new Timeline QGRO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,389 shares; 2025Q1: not reported; 2025Q2: 2,293 shares 2,293 $250K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,736 shares; 2024Q3: 2,723 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,004 shares 2,004 $248K 0.02% new Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,261 shares; 2024Q3: 26,054 shares; 2024Q4: 22,091 shares; 2025Q1: 6,977 shares; 2025Q2: 7,175 shares 7,175 $247K 0.02% +198 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,130 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,336 shares 1,336 $245K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,866 shares; 2024Q3: 2,871 shares; 2024Q4: 8,629 shares; 2025Q1: not reported; 2025Q2: 8,692 shares 8,692 $241K 0.02% new Timeline PCYO PURE CYCLE CORP More: the full row for PURE CYCLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,319 shares 22,319 $239K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,865 shares 1,865 $237K 0.02% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,236 shares; 2025Q1: 6,880 shares; 2025Q2: 7,271 shares 7,271 $237K 0.02% +391 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,961 shares 4,961 $237K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,145 shares; 2024Q3: 1,297 shares; 2024Q4: 3,765 shares; 2025Q1: 3,259 shares; 2025Q2: 1,024 shares 1,024 $236K 0.02% -2,235 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,114 shares; 2025Q2: 2,020 shares 2,020 $233K 0.02% -94 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 831 shares; 2024Q3: not reported; 2024Q4: 776 shares; 2025Q1: not reported; 2025Q2: 831 shares 831 $233K 0.02% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,913 shares; 2024Q3: 2,774 shares; 2024Q4: 2,714 shares; 2025Q1: not reported; 2025Q2: 2,816 shares 2,816 $230K 0.02% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,579 shares; 2024Q3: 12,589 shares; 2024Q4: 12,630 shares; 2025Q1: not reported; 2025Q2: 3,110 shares 3,110 $228K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 753 shares; 2024Q3: 781 shares; 2024Q4: 750 shares; 2025Q1: not reported; 2025Q2: 690 shares 690 $228K 0.02% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,237 shares 2,237 $226K 0.02% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,707 shares; 2024Q3: 1,628 shares; 2024Q4: 1,418 shares; 2025Q1: not reported; 2025Q2: 1,407 shares 1,407 $226K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,862 shares 6,862 $225K 0.02% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,636 shares; 2025Q1: not reported; 2025Q2: 2,341 shares 2,341 $220K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 408 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares 300 $220K 0.02% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,420 shares 1,420 $219K 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,333 shares; 2025Q1: 26,597 shares; 2025Q2: 3,857 shares 3,857 $218K 0.02% -22,740 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 732 shares; 2024Q3: 780 shares; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: 707 shares 707 $218K 0.02% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,074 shares 10,074 $212K 0.02% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,110 shares; 2024Q3: 887 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 917 shares 917 $211K 0.02% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,687 shares; 2025Q1: not reported; 2025Q2: 1,518 shares 1,518 $211K 0.02% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 385 shares 385 $209K 0.02% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,075 shares 5,075 $208K 0.02% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,302 shares; 2025Q1: not reported; 2025Q2: 1,451 shares 1,451 $206K 0.02% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,009 shares; 2025Q1: not reported; 2025Q2: 1,708 shares 1,708 $203K 0.02% new Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,726 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,072 shares 5,072 $203K 0.02% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,456 shares 2,456 $203K 0.02% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,387 shares; 2024Q3: 2,384 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,524 shares 2,524 $203K 0.02% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,135 shares; 2024Q3: 18,135 shares; 2024Q4: 37,913 shares; 2025Q1: 37,913 shares; 2025Q2: 38,600 shares 38,600 $194K 0.02% +687 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,000 shares; 2024Q3: 19,489 shares; 2024Q4: 20,148 shares; 2025Q1: not reported; 2025Q2: 14,907 shares 14,907 $162K 0.01% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 11,718 shares; 2024Q4: 11,718 shares; 2025Q1: 13,127 shares; 2025Q2: 13,721 shares 13,721 $142K 0.01% +594 Timeline ELA ENVELA CORP More: the full row for ENVELA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 83,455 shares; 2024Q3: 21,665 shares; 2024Q4: 21,570 shares; 2025Q1: not reported; 2025Q2: 21,570 shares 21,570 $132K 0.01% new Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,909 shares; 2024Q3: 12,909 shares; 2024Q4: 10,722 shares; 2025Q1: 10,722 shares; 2025Q2: 10,722 shares 10,722 $130K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,516 shares; 2025Q2: 11,166 shares 11,166 $116K 0.01% -350 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,226 shares; 2024Q3: 11,226 shares; 2024Q4: 10,732 shares; 2025Q1: 10,961 shares; 2025Q2: 14,471 shares 14,471 $111K 0.01% +3,510 Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares 12,000 $86.8K 0.01% 0 Timeline FATE FATE THERAPEUTICS INC More: the full row for FATE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,439 shares; 2024Q3: 10,439 shares; 2024Q4: 70,439 shares; 2025Q1: 70,439 shares; 2025Q2: 70,439 shares 70,439 $78.9K 0.01% 0 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,251 shares; 2024Q3: 12,615 shares; 2024Q4: 13,037 shares; 2025Q1: 13,495 shares; 2025Q2: 13,981 shares 13,981 $74K 0.01% +486 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,222 shares; 2025Q1: 11,892 shares; 2025Q2: 13,471 shares 13,471 $40.7K <0.01% +1,579 Timeline