IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,373 shares; 2024Q4: 389,481 shares; 2025Q1: 390,148 shares; 2025Q2: 408,133 shares; 2025Q3: 392,985 shares; 2025Q4: 401,259 shares 401,259 $67.4M 12.3% +8,274 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844,149 shares; 2024Q4: 894,675 shares; 2025Q1: 612,026 shares; 2025Q2: 616,732 shares; 2025Q3: 632,534 shares; 2025Q4: 647,554 shares 647,554 $45M 8.2% +15,020 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 658,820 shares; 2025Q2: 663,631 shares; 2025Q3: 735,446 shares; 2025Q4: 811,527 shares 811,527 $42.8M 7.81% +76,081 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 458,924 shares; 2025Q2: 488,773 shares; 2025Q3: 565,689 shares; 2025Q4: 591,085 shares 591,085 $35.9M 6.56% +25,396 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,390 shares; 2024Q4: 241,203 shares; 2025Q1: 280,961 shares; 2025Q2: 287,645 shares; 2025Q3: 298,779 shares; 2025Q4: 311,949 shares 311,949 $32M 5.84% +13,170 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,688 shares; 2024Q4: 30,460 shares; 2025Q1: 31,670 shares; 2025Q2: 33,592 shares; 2025Q3: 33,645 shares; 2025Q4: 34,651 shares 34,651 $23.7M 4.33% +1,006 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 303,766 shares 303,766 $22.7M 4.15% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,714 shares; 2024Q4: 242,137 shares; 2025Q1: 231,032 shares; 2025Q2: 249,908 shares; 2025Q3: 236,096 shares; 2025Q4: 234,437 shares 234,437 $21.4M 3.91% -1,659 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,194 shares; 2024Q4: 40,096 shares; 2025Q1: 40,191 shares; 2025Q2: 40,245 shares; 2025Q3: 41,345 shares; 2025Q4: 50,344 shares 50,344 $13.7M 2.5% +8,999 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,471 shares; 2024Q4: 187,028 shares; 2025Q1: 189,788 shares; 2025Q2: 190,126 shares; 2025Q3: 191,615 shares; 2025Q4: 193,848 shares 193,848 $12.8M 2.33% +2,233 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,829 shares; 2024Q4: 17,636 shares; 2025Q1: 17,462 shares; 2025Q2: 17,743 shares; 2025Q3: 17,909 shares; 2025Q4: 19,003 shares 19,003 $11.7M 2.13% +1,094 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,051 shares; 2024Q4: 499,527 shares; 2025Q1: 530,443 shares; 2025Q2: 515,735 shares; 2025Q3: 530,124 shares; 2025Q4: 369,116 shares 369,116 $9.68M 1.77% -161,008 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,523 shares; 2024Q4: 18,384 shares; 2025Q1: 18,486 shares; 2025Q2: 18,315 shares; 2025Q3: 18,310 shares; 2025Q4: 18,403 shares 18,403 $8.9M 1.62% +93 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,993 shares; 2024Q4: 91,970 shares; 2025Q1: 92,300 shares; 2025Q2: 95,732 shares; 2025Q3: 97,063 shares; 2025Q4: 98,072 shares 98,072 $8.3M 1.51% +1,009 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,756 shares; 2024Q4: 147,776 shares; 2025Q1: 164,959 shares; 2025Q2: 160,206 shares; 2025Q3: 226,073 shares; 2025Q4: 374,374 shares 374,374 $8.24M 1.5% +148,301 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,223 shares; 2024Q4: 52,051 shares; 2025Q1: 215,704 shares; 2025Q2: 245,107 shares; 2025Q3: 245,870 shares; 2025Q4: 61,232 shares 61,232 $7.36M 1.34% -184,638 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 9,444 shares; 2025Q1: 9,446 shares; 2025Q2: 9,359 shares; 2025Q3: 9,164 shares; 2025Q4: 9,172 shares 9,172 $6.25M 1.14% +8 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,943 shares; 2024Q4: 22,745 shares; 2025Q1: 23,304 shares; 2025Q2: 23,775 shares; 2025Q3: 24,450 shares; 2025Q4: 26,770 shares 26,770 $5.88M 1.07% +2,320 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,140 shares; 2024Q4: 134,917 shares; 2025Q1: 122,731 shares; 2025Q2: 133,676 shares; 2025Q3: 108,762 shares; 2025Q4: 111,743 shares 111,743 $5.14M 0.94% +2,981 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,232 shares; 2024Q4: 14,865 shares; 2025Q1: 14,869 shares; 2025Q2: 12,554 shares; 2025Q3: 12,608 shares; 2025Q4: 15,081 shares 15,081 $4.72M 0.86% +2,473 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,144 shares; 2024Q4: 94,277 shares; 2025Q1: 99,008 shares; 2025Q2: 108,419 shares; 2025Q3: 113,525 shares; 2025Q4: 194,374 shares 194,374 $4.67M 0.85% +80,849 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 19,717 shares; 2025Q1: 20,092 shares; 2025Q2: 19,849 shares; 2025Q3: 19,849 shares; 2025Q4: 19,713 shares 19,713 $4.55M 0.83% -136 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,302 shares; 2024Q4: 8,249 shares; 2025Q1: 8,488 shares; 2025Q2: 9,002 shares; 2025Q3: 8,825 shares; 2025Q4: 8,924 shares 8,924 $4.35M 0.79% +99 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,263 shares; 2024Q4: 83,239 shares; 2025Q1: 86,825 shares; 2025Q2: 76,113 shares; 2025Q3: 76,626 shares; 2025Q4: 133,405 shares 133,405 $4.35M 0.79% +56,779 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,911 shares; 2024Q4: 9,488 shares; 2025Q1: 11,859 shares; 2025Q2: 15,598 shares; 2025Q3: 15,949 shares; 2025Q4: 16,883 shares 16,883 $4.27M 0.78% +934 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,683 shares; 2024Q4: 45,255 shares; 2025Q1: 41,858 shares; 2025Q2: 40,838 shares; 2025Q3: 40,640 shares; 2025Q4: 40,143 shares 40,143 $4.18M 0.76% -497 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,841 shares; 2024Q4: 8,202 shares; 2025Q1: 16,778 shares; 2025Q2: 21,952 shares; 2025Q3: 30,936 shares; 2025Q4: 35,764 shares 35,764 $4.12M 0.75% +4,828 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,205 shares; 2024Q4: 18,525 shares; 2025Q1: 20,289 shares; 2025Q2: 18,480 shares; 2025Q3: 18,320 shares; 2025Q4: 21,720 shares 21,720 $4.05M 0.74% +3,400 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,218 shares; 2025Q1: 2,221 shares; 2025Q2: 2,609 shares; 2025Q3: 5,844 shares; 2025Q4: 6,137 shares 6,137 $3.85M 0.7% +293 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,792 shares; 2024Q4: 41,675 shares; 2025Q1: 39,099 shares; 2025Q2: 37,760 shares; 2025Q3: 38,189 shares; 2025Q4: 38,769 shares 38,769 $3.47M 0.63% +580 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,478 shares; 2024Q4: 38,444 shares; 2025Q1: 35,098 shares; 2025Q2: 34,267 shares; 2025Q3: 34,392 shares; 2025Q4: 34,728 shares 34,728 $3.28M 0.6% +336 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,568 shares; 2024Q4: 27,430 shares; 2025Q1: 27,553 shares; 2025Q2: 23,603 shares; 2025Q3: 22,235 shares; 2025Q4: 16,366 shares 16,366 $3.14M 0.57% -5,869 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,617 shares; 2024Q4: 4,317 shares; 2025Q1: 4,404 shares; 2025Q2: 4,548 shares; 2025Q3: 3,765 shares; 2025Q4: 6,046 shares 6,046 $3.04M 0.55% +2,281 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,846 shares; 2024Q4: 54,177 shares; 2025Q1: 51,110 shares; 2025Q2: 63,508 shares; 2025Q3: 60,434 shares; 2025Q4: 95,639 shares 95,639 $2.88M 0.52% +35,205 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,054 shares; 2024Q4: 19,222 shares; 2025Q1: 25,672 shares; 2025Q2: 59,747 shares; 2025Q3: 61,206 shares; 2025Q4: 71,652 shares 71,652 $2.62M 0.48% +10,446 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 7,765 shares; 2025Q1: 7,652 shares; 2025Q2: 7,835 shares; 2025Q3: 9,185 shares; 2025Q4: 7,764 shares 7,764 $2.6M 0.47% -1,421 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,736 shares; 2024Q4: 5,197 shares; 2025Q1: 5,353 shares; 2025Q2: 5,377 shares; 2025Q3: 5,344 shares; 2025Q4: 6,115 shares 6,115 $2.42M 0.44% +771 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,809 shares; 2024Q4: 30,497 shares; 2025Q1: 29,230 shares; 2025Q2: 29,524 shares; 2025Q3: 29,528 shares; 2025Q4: 28,985 shares 28,985 $2.27M 0.41% -543 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,871 shares; 2024Q4: 22,650 shares; 2025Q1: 21,936 shares; 2025Q2: 17,376 shares; 2025Q3: 19,223 shares; 2025Q4: 18,710 shares 18,710 $2M 0.37% -513 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,245 shares; 2024Q4: 7,295 shares; 2025Q1: 7,761 shares; 2025Q2: 7,765 shares; 2025Q3: 6,416 shares; 2025Q4: 15,800 shares 15,800 $1.95M 0.36% +9,384 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 4,400 shares; 2025Q1: 4,093 shares; 2025Q2: 4,078 shares; 2025Q3: 4,127 shares; 2025Q4: 4,323 shares 4,323 $1.94M 0.35% +196 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,228 shares; 2025Q1: 1,228 shares; 2025Q2: 1,240 shares; 2025Q3: 1,245 shares; 2025Q4: 2,109 shares 2,109 $1.82M 0.33% +864 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 15,340 shares; 2025Q1: 24,358 shares; 2025Q2: 28,186 shares; 2025Q3: 38,490 shares; 2025Q4: 35,592 shares 35,592 $1.81M 0.33% -2,898 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,024 shares; 2025Q4: 7,644 shares 7,644 $1.61M 0.29% +6,620 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,478 shares; 2024Q4: 7,564 shares; 2025Q1: 7,459 shares; 2025Q2: 5,272 shares; 2025Q3: 5,175 shares; 2025Q4: 4,725 shares 4,725 $1.52M 0.28% -450 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,966 shares; 2024Q4: 7,903 shares; 2025Q1: 8,096 shares; 2025Q2: 9,405 shares; 2025Q3: 10,516 shares; 2025Q4: 9,746 shares 9,746 $1.45M 0.26% -770 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 1,997 shares; 2025Q1: 1,885 shares; 2025Q2: 1,884 shares; 2025Q3: 1,884 shares; 2025Q4: 1,913 shares 1,913 $1.44M 0.26% +29 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 4,153 shares; 2025Q1: 4,109 shares; 2025Q2: 4,407 shares; 2025Q3: 4,087 shares; 2025Q4: 4,109 shares 4,109 $1.41M 0.26% +22 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 2,015 shares; 2025Q1: 2,111 shares; 2025Q2: 3,682 shares; 2025Q3: 3,682 shares; 2025Q4: 4,442 shares 4,442 $1.39M 0.25% +760 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: 3,555 shares; 2025Q1: 3,599 shares; 2025Q2: 3,621 shares; 2025Q3: 3,623 shares; 2025Q4: 3,805 shares 3,805 $1.33M 0.24% +182 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,359 shares; 2025Q1: 1,373 shares; 2025Q2: 1,574 shares; 2025Q3: 1,594 shares; 2025Q4: 1,951 shares 1,951 $1.29M 0.24% +357 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,433 shares; 2024Q4: 13,400 shares; 2025Q1: 13,550 shares; 2025Q2: 13,402 shares; 2025Q3: 18,947 shares; 2025Q4: 19,769 shares 19,769 $1.29M 0.23% +822 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,246 shares; 2024Q4: 5,246 shares; 2025Q1: 5,246 shares; 2025Q2: 5,246 shares; 2025Q3: 5,246 shares; 2025Q4: 5,273 shares 5,273 $1.21M 0.22% +27 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,224 shares; 2024Q4: 24,423 shares; 2025Q1: 24,443 shares; 2025Q2: 24,157 shares; 2025Q3: 23,224 shares; 2025Q4: 21,701 shares 21,701 $1.19M 0.22% -1,523 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,001 shares; 2024Q4: 16,839 shares; 2025Q1: 15,930 shares; 2025Q2: 15,887 shares; 2025Q3: 16,152 shares; 2025Q4: 17,427 shares 17,427 $1.17M 0.21% +1,275 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 2,651 shares; 2025Q1: 2,735 shares; 2025Q2: 2,756 shares; 2025Q3: 2,858 shares; 2025Q4: 3,320 shares 3,320 $1.15M 0.21% +462 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,482 shares; 2025Q1: 6,499 shares; 2025Q2: 6,520 shares; 2025Q3: 6,533 shares; 2025Q4: 6,697 shares 6,697 $1.15M 0.21% +164 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,738 shares; 2024Q4: 35,517 shares; 2025Q1: 35,689 shares; 2025Q2: 26,392 shares; 2025Q3: 19,332 shares; 2025Q4: 39,628 shares 39,628 $1.09M 0.2% +20,296 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,706 shares; 2024Q4: 33,526 shares; 2025Q1: 29,829 shares; 2025Q2: 38,776 shares; 2025Q3: 40,902 shares; 2025Q4: 39,664 shares 39,664 $1.09M 0.2% -1,238 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,274 shares; 2024Q4: 7,651 shares; 2025Q1: 7,864 shares; 2025Q2: 7,730 shares; 2025Q3: 7,019 shares; 2025Q4: 7,401 shares 7,401 $1.06M 0.19% +382 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 3,082 shares; 2025Q1: 3,082 shares; 2025Q2: 2,969 shares; 2025Q3: 2,952 shares; 2025Q4: 2,954 shares 2,954 $930K 0.17% +2 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,819 shares; 2024Q4: 8,871 shares; 2025Q1: 8,796 shares; 2025Q2: 8,673 shares; 2025Q3: 9,858 shares; 2025Q4: 9,180 shares 9,180 $917K 0.17% -678 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,311 shares; 2024Q4: 35,491 shares; 2025Q1: 41,501 shares; 2025Q2: 32,038 shares; 2025Q3: 33,538 shares; 2025Q4: 26,037 shares 26,037 $872K 0.16% -7,501 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: not reported; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 9,099 shares 9,099 $853K 0.16% +8,211 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,526 shares; 2024Q4: 3,450 shares; 2025Q1: 3,396 shares; 2025Q2: 3,394 shares; 2025Q3: 3,408 shares; 2025Q4: 4,024 shares 4,024 $852K 0.16% +616 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 890 shares; 2025Q1: 867 shares; 2025Q2: 781 shares; 2025Q3: 790 shares; 2025Q4: 771 shares 771 $829K 0.15% -19 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,696 shares; 2025Q1: 1,686 shares; 2025Q2: 2,089 shares; 2025Q3: 1,688 shares; 2025Q4: 1,779 shares 1,779 $828K 0.15% +91 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,597 shares; 2024Q4: 6,625 shares; 2025Q1: 6,644 shares; 2025Q2: 6,696 shares; 2025Q3: 6,726 shares; 2025Q4: 6,833 shares 6,833 $804K 0.15% +107 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,159 shares; 2024Q4: 4,718 shares; 2025Q1: 5,521 shares; 2025Q2: 8,836 shares; 2025Q3: 11,317 shares; 2025Q4: 12,008 shares 12,008 $798K 0.15% +691 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,473 shares; 2024Q4: 5,567 shares; 2025Q1: 5,607 shares; 2025Q2: 5,651 shares; 2025Q3: 6,002 shares; 2025Q4: 6,269 shares 6,269 $789K 0.14% +267 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,206 shares; 2024Q4: 9,206 shares; 2025Q1: 8,609 shares; 2025Q2: 9,317 shares; 2025Q3: 9,614 shares; 2025Q4: 9,496 shares 9,496 $758K 0.14% -118 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,229 shares; 2025Q3: 11,638 shares; 2025Q4: 11,638 shares 11,638 $750K 0.14% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,539 shares; 2024Q4: 35,017 shares; 2025Q1: 35,383 shares; 2025Q2: 35,602 shares; 2025Q3: 32,789 shares; 2025Q4: 33,072 shares 33,072 $749K 0.14% +283 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,435 shares; 2024Q4: 6,435 shares; 2025Q1: 6,938 shares; 2025Q2: 6,882 shares; 2025Q3: 6,882 shares; 2025Q4: 6,927 shares 6,927 $732K 0.13% +45 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,402 shares; 2024Q4: 8,402 shares; 2025Q1: 7,894 shares; 2025Q2: 8,616 shares; 2025Q3: 8,983 shares; 2025Q4: 8,889 shares 8,889 $732K 0.13% -94 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 1,950 shares; 2025Q1: 1,952 shares; 2025Q2: 1,939 shares; 2025Q3: 1,913 shares; 2025Q4: 2,832 shares 2,832 $730K 0.13% +919 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,557 shares; 2024Q4: 31,244 shares; 2025Q1: 33,777 shares; 2025Q2: 34,633 shares; 2025Q3: 35,558 shares; 2025Q4: 17,662 shares 17,662 $718K 0.13% -17,896 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,943 shares; 2024Q4: 15,803 shares; 2025Q1: 16,457 shares; 2025Q2: 13,573 shares; 2025Q3: 14,106 shares; 2025Q4: 13,391 shares 13,391 $702K 0.13% -715 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,173 shares; 2024Q4: 9,440 shares; 2025Q1: 11,867 shares; 2025Q2: 12,380 shares; 2025Q3: 12,857 shares; 2025Q4: 12,252 shares 12,252 $701K 0.13% -605 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,137 shares; 2025Q1: 2,140 shares; 2025Q2: 2,165 shares; 2025Q3: 2,169 shares; 2025Q4: 2,206 shares 2,206 $664K 0.12% +37 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 2,499 shares; 2025Q1: 2,500 shares; 2025Q2: 2,404 shares; 2025Q3: 2,405 shares; 2025Q4: 3,192 shares 3,192 $661K 0.12% +787 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,277 shares; 2025Q2: 3,135 shares; 2025Q3: 3,035 shares; 2025Q4: 3,710 shares 3,710 $659K 0.12% +675 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 3,128 shares; 2025Q1: 3,650 shares; 2025Q2: 3,702 shares; 2025Q3: 3,703 shares; 2025Q4: 3,377 shares 3,377 $658K 0.12% -326 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 2,096 shares; 2025Q1: 2,096 shares; 2025Q2: 2,122 shares; 2025Q3: 2,186 shares; 2025Q4: 2,609 shares 2,609 $642K 0.12% +423 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 3,305 shares; 2025Q1: 3,329 shares; 2025Q2: 3,370 shares; 2025Q3: 3,396 shares; 2025Q4: 7,107 shares 7,107 $640K 0.12% +3,711 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,455 shares; 2025Q1: 1,591 shares; 2025Q2: 2,953 shares; 2025Q3: 2,843 shares; 2025Q4: 2,843 shares 2,843 $639K 0.12% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 4,157 shares; 2025Q1: 4,129 shares; 2025Q2: 4,170 shares; 2025Q3: 4,171 shares; 2025Q4: 5,064 shares 5,064 $609K 0.11% +893 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,036 shares 10,036 $604K 0.11% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,098 shares; 2025Q2: 1,072 shares; 2025Q3: 1,087 shares; 2025Q4: 2,838 shares 2,838 $602K 0.11% +1,751 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,955 shares; 2024Q4: 29,572 shares; 2025Q1: 21,637 shares; 2025Q2: 13,525 shares; 2025Q3: 13,477 shares; 2025Q4: 11,931 shares 11,931 $593K 0.11% -1,546 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,990 shares; 2024Q4: 8,990 shares; 2025Q1: 8,898 shares; 2025Q2: 7,591 shares; 2025Q3: 7,594 shares; 2025Q4: 7,605 shares 7,605 $559K 0.1% +11 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,811 shares; 2025Q1: 2,153 shares; 2025Q2: 2,142 shares; 2025Q3: 2,144 shares; 2025Q4: 2,168 shares 2,168 $557K 0.1% +24 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,211 shares; 2025Q2: 2,582 shares; 2025Q3: 2,570 shares; 2025Q4: 2,830 shares 2,830 $541K 0.1% +260 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 888 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 916 shares 916 $525K 0.1% +53 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,323 shares; 2025Q4: 2,449 shares 2,449 $524K 0.1% +126 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 829 shares; 2025Q1: 996 shares; 2025Q2: 817 shares; 2025Q3: 787 shares; 2025Q4: 1,099 shares 1,099 $515K 0.09% +312 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,473 shares; 2025Q1: 12,285 shares; 2025Q2: 15,090 shares; 2025Q3: 13,011 shares; 2025Q4: 13,509 shares 13,509 $510K 0.09% +498 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,070 shares; 2025Q1: 2,106 shares; 2025Q2: 2,107 shares; 2025Q3: 2,114 shares; 2025Q4: 3,473 shares 3,473 $498K 0.09% +1,359 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,465 shares; 2025Q1: 6,466 shares; 2025Q2: 6,458 shares; 2025Q3: 10,162 shares; 2025Q4: 6,509 shares 6,509 $491K 0.09% -3,653 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,140 shares; 2025Q1: 1,156 shares; 2025Q2: 971 shares; 2025Q3: 980 shares; 2025Q4: 1,425 shares 1,425 $490K 0.09% +445 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,038 shares; 2025Q3: 10,248 shares; 2025Q4: 15,674 shares 15,674 $484K 0.09% +5,426 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 4,789 shares; 2025Q1: 4,793 shares; 2025Q2: 4,694 shares; 2025Q3: 5,066 shares; 2025Q4: 4,405 shares 4,405 $470K 0.09% -661 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,718 shares; 2025Q1: 1,718 shares; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares; 2025Q4: 1,718 shares 1,718 $462K 0.08% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,098 shares; 2025Q1: 1,140 shares; 2025Q2: 1,065 shares; 2025Q3: 1,024 shares; 2025Q4: 1,510 shares 1,510 $461K 0.08% +486 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,715 shares 5,715 $456K 0.08% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,497 shares; 2025Q4: 1,590 shares 1,590 $454K 0.08% +93 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,967 shares; 2025Q3: 4,974 shares; 2025Q4: 9,982 shares 9,982 $446K 0.08% +5,008 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,817 shares; 2024Q4: 7,845 shares; 2025Q1: 7,137 shares; 2025Q2: 7,368 shares; 2025Q3: 8,014 shares; 2025Q4: 8,023 shares 8,023 $445K 0.08% +9 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,390 shares; 2025Q1: 11,501 shares; 2025Q2: 11,715 shares; 2025Q3: 10,113 shares; 2025Q4: 11,322 shares 11,322 $432K 0.08% +1,209 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 3,278 shares; 2025Q1: 4,583 shares; 2025Q2: 4,976 shares; 2025Q3: 5,001 shares; 2025Q4: 5,346 shares 5,346 $429K 0.08% +345 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,286 shares; 2025Q1: 1,285 shares; 2025Q2: 1,397 shares; 2025Q3: 1,376 shares; 2025Q4: 1,465 shares 1,465 $425K 0.08% +89 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,564 shares; 2024Q4: 2,565 shares; 2025Q1: 2,546 shares; 2025Q2: 2,548 shares; 2025Q3: 2,556 shares; 2025Q4: 2,785 shares 2,785 $425K 0.08% +229 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 688 shares; 2025Q1: 673 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 735 shares 735 $419K 0.08% +230 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 818 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 819 shares; 2025Q4: 820 shares 820 $418K 0.08% +1 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 5,646 shares; 2025Q1: 5,650 shares; 2025Q2: 5,655 shares; 2025Q3: 5,559 shares; 2025Q4: 5,412 shares 5,412 $417K 0.08% -147 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: not reported; 2025Q1: 1,095 shares; 2025Q2: not reported; 2025Q3: 1,021 shares; 2025Q4: 1,817 shares 1,817 $415K 0.08% +796 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,040 shares 4,040 $414K 0.08% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 3,764 shares; 2025Q1: 3,817 shares; 2025Q2: 3,819 shares; 2025Q3: 3,827 shares; 2025Q4: 3,400 shares 3,400 $414K 0.08% -427 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,951 shares 2,951 $411K 0.07% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 337 shares 337 $409K 0.07% +9 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,999 shares; 2024Q4: 15,023 shares; 2025Q1: 15,138 shares; 2025Q2: 15,469 shares; 2025Q3: 15,486 shares; 2025Q4: 16,275 shares 16,275 $404K 0.07% +789 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 5,614 shares; 2025Q1: 5,123 shares; 2025Q2: 5,307 shares; 2025Q3: 5,828 shares; 2025Q4: 5,856 shares 5,856 $401K 0.07% +28 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,805 shares; 2025Q1: not reported; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 3,503 shares 3,503 $399K 0.07% +1,636 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,042 shares; 2025Q1: 1,055 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares 1,057 $395K 0.07% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,184 shares; 2025Q3: 832 shares; 2025Q4: 834 shares 834 $395K 0.07% +2 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,789 shares; 2025Q1: 1,783 shares; 2025Q2: 1,763 shares; 2025Q3: 1,829 shares; 2025Q4: 1,872 shares 1,872 $394K 0.07% +43 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,103 shares 4,103 $382K 0.07% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,670 shares; 2025Q4: 5,670 shares 5,670 $381K 0.07% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,533 shares 8,533 $378K 0.07% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,045 shares; 2024Q4: 5,038 shares; 2025Q1: 3,339 shares; 2025Q2: 3,382 shares; 2025Q3: 3,385 shares; 2025Q4: 3,240 shares 3,240 $378K 0.07% -145 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,190 shares 25,190 $378K 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,891 shares; 2025Q1: 2,811 shares; 2025Q2: 2,798 shares; 2025Q3: 2,798 shares; 2025Q4: 2,754 shares 2,754 $377K 0.07% -44 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 5,029 shares; 2025Q1: 4,578 shares; 2025Q2: 4,356 shares; 2025Q3: 4,524 shares; 2025Q4: 8,006 shares 8,006 $373K 0.07% +3,482 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,440 shares; 2024Q4: 12,248 shares; 2025Q1: 11,278 shares; 2025Q2: 9,289 shares; 2025Q3: 7,386 shares; 2025Q4: 7,398 shares 7,398 $372K 0.07% +12 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,341 shares; 2025Q4: 1,892 shares 1,892 $347K 0.06% +551 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,097 shares; 2025Q3: 9,241 shares; 2025Q4: 9,415 shares 9,415 $343K 0.06% +174 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,183 shares; 2025Q2: 2,993 shares; 2025Q3: 3,096 shares; 2025Q4: 3,397 shares 3,397 $341K 0.06% +301 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,808 shares; 2025Q4: 7,808 shares 7,808 $338K 0.06% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 4,117 shares; 2025Q1: not reported; 2025Q2: 4,269 shares; 2025Q3: 4,207 shares; 2025Q4: 3,316 shares 3,316 $337K 0.06% -891 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,332 shares 9,332 $328K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,295 shares 2,295 $324K 0.06% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 399 shares; 2025Q4: 489 shares 489 $319K 0.06% +90 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,345 shares; 2024Q4: 90,100 shares; 2025Q1: 90,100 shares; 2025Q2: 70,395 shares; 2025Q3: 70,395 shares; 2025Q4: 28,409 shares 28,409 $319K 0.06% -41,986 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,593 shares; 2024Q4: not reported; 2025Q1: 3,969 shares; 2025Q2: 4,313 shares; 2025Q3: 3,911 shares; 2025Q4: 3,795 shares 3,795 $308K 0.06% -116 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,728 shares 2,728 $304K 0.06% new Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,266 shares 5,266 $304K 0.06% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 4,013 shares; 2025Q1: 3,405 shares; 2025Q2: 3,376 shares; 2025Q3: 3,129 shares; 2025Q4: 4,190 shares 4,190 $299K 0.05% +1,061 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: not reported; 2025Q4: 1,312 shares 1,312 $299K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,956 shares; 2025Q1: 2,112 shares; 2025Q2: 1,983 shares; 2025Q3: 1,987 shares; 2025Q4: 2,068 shares 2,068 $297K 0.05% +81 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 7,263 shares; 2025Q1: 7,241 shares; 2025Q2: 7,541 shares; 2025Q3: 7,541 shares; 2025Q4: 7,541 shares 7,541 $295K 0.05% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,600 shares; 2025Q1: 2,596 shares; 2025Q2: 2,591 shares; 2025Q3: 2,562 shares; 2025Q4: 2,580 shares 2,580 $294K 0.05% +18 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,291 shares; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: 1,428 shares 1,428 $284K 0.05% +373 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,563 shares; 2024Q4: 10,046 shares; 2025Q1: 6,940 shares; 2025Q2: 6,995 shares; 2025Q3: 6,754 shares; 2025Q4: 6,182 shares 6,182 $283K 0.05% -572 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,056 shares; 2024Q4: 17,079 shares; 2025Q1: 17,089 shares; 2025Q2: 17,247 shares; 2025Q3: 17,409 shares; 2025Q4: 6,689 shares 6,689 $276K 0.05% -10,720 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,548 shares; 2024Q4: 5,577 shares; 2025Q1: 5,590 shares; 2025Q2: 5,090 shares; 2025Q3: 5,099 shares; 2025Q4: 5,170 shares 5,170 $276K 0.05% +71 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,275 shares; 2025Q1: 4,275 shares; 2025Q2: 4,775 shares; 2025Q3: 4,775 shares; 2025Q4: 3,797 shares 3,797 $271K 0.05% -978 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,971 shares; 2025Q3: 10,971 shares; 2025Q4: 10,188 shares 10,188 $270K 0.05% -783 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,715 shares; 2024Q4: 5,715 shares; 2025Q1: 5,715 shares; 2025Q2: 5,715 shares; 2025Q3: 5,715 shares; 2025Q4: 5,715 shares 5,715 $269K 0.05% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 900 shares 900 $267K 0.05% +102 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 851 shares 851 $262K 0.05% new Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,802 shares; 2025Q2: 7,802 shares; 2025Q3: 7,802 shares; 2025Q4: 8,254 shares 8,254 $261K 0.05% +452 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,821 shares; 2025Q1: 1,818 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,834 shares 1,834 $259K 0.05% +35 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,065 shares 2,065 $259K 0.05% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,185 shares; 2024Q4: 6,185 shares; 2025Q1: 6,319 shares; 2025Q2: 6,319 shares; 2025Q3: 6,319 shares; 2025Q4: 6,319 shares 6,319 $257K 0.05% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,310 shares; 2024Q4: 6,395 shares; 2025Q1: 6,409 shares; 2025Q2: 6,749 shares; 2025Q3: 5,570 shares; 2025Q4: 5,086 shares 5,086 $257K 0.05% -484 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,425 shares; 2025Q4: 1,489 shares 1,489 $255K 0.05% +64 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,325 shares; 2024Q4: 43,978 shares; 2025Q1: 44,526 shares; 2025Q2: 39,535 shares; 2025Q3: 40,870 shares; 2025Q4: 19,622 shares 19,622 $253K 0.05% -21,248 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 1,912 shares 1,912 $251K 0.05% +132 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 414 shares; 2025Q3: 416 shares; 2025Q4: 437 shares 437 $249K 0.05% +21 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,183 shares; 2025Q4: 2,579 shares 2,579 $248K 0.05% +396 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 9,857 shares; 2025Q1: 9,816 shares; 2025Q2: 9,822 shares; 2025Q3: 9,827 shares; 2025Q4: 9,083 shares 9,083 $244K 0.04% -744 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 622 shares; 2025Q3: 653 shares; 2025Q4: 676 shares 676 $239K 0.04% +23 Timeline COMT 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,875 shares; 2024Q4: 14,875 shares; 2025Q1: 13,757 shares; 2025Q2: 9,570 shares; 2025Q3: 9,570 shares; 2025Q4: 9,570 shares 9,570 $238K 0.04% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 4,753 shares; 2025Q1: 4,754 shares; 2025Q2: 4,754 shares; 2025Q3: 4,755 shares; 2025Q4: 4,762 shares 4,762 $238K 0.04% +7 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 1,983 shares; 2025Q1: 1,983 shares; 2025Q2: 1,983 shares; 2025Q3: not reported; 2025Q4: 1,983 shares 1,983 $236K 0.04% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,493 shares 1,493 $228K 0.04% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,366 shares; 2025Q4: 1,408 shares 1,408 $227K 0.04% +42 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 6,608 shares; 2025Q1: 5,775 shares; 2025Q2: 4,569 shares; 2025Q3: 4,477 shares; 2025Q4: 4,496 shares 4,496 $227K 0.04% +19 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,385 shares; 2025Q3: 1,389 shares; 2025Q4: 1,420 shares 1,420 $226K 0.04% +31 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 651 shares 651 $224K 0.04% -144 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,745 shares; 2025Q3: 3,745 shares; 2025Q4: 3,874 shares 3,874 $223K 0.04% +129 Timeline XMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,804 shares; 2025Q3: 9,804 shares; 2025Q4: 9,804 shares 9,804 $221K 0.04% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 727 shares 727 $221K 0.04% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,849 shares 1,849 $217K 0.04% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,914 shares 2,914 $215K 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,392 shares; 2025Q1: 3,392 shares; 2025Q2: 3,392 shares; 2025Q3: 3,148 shares; 2025Q4: 3,148 shares 3,148 $215K 0.04% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 3,566 shares; 2025Q1: 3,520 shares; 2025Q2: 3,276 shares; 2025Q3: 2,734 shares; 2025Q4: 2,645 shares 2,645 $213K 0.04% -89 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,268 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,868 shares; 2025Q4: 4,868 shares 4,868 $211K 0.04% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 872 shares 872 $210K 0.04% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,122 shares; 2025Q4: 1,130 shares 1,130 $209K 0.04% +8 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,808 shares 2,808 $209K 0.04% new Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,644 shares 3,644 $208K 0.04% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 504 shares; 2025Q4: 504 shares 504 $208K 0.04% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 686 shares 686 $207K 0.04% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,348 shares 1,348 $207K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 633 shares 633 $207K 0.04% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,029 shares; 2025Q1: 906 shares; 2025Q2: 907 shares; 2025Q3: 909 shares; 2025Q4: 844 shares 844 $204K 0.04% -65 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 505 shares; 2025Q1: not reported; 2025Q2: 564 shares; 2025Q3: not reported; 2025Q4: 579 shares 579 $203K 0.04% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,244 shares 1,244 $202K 0.04% +10 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,992 shares; 2024Q4: 28,965 shares; 2025Q1: 8,579 shares; 2025Q2: 8,584 shares; 2025Q3: 8,557 shares; 2025Q4: 7,048 shares 7,048 $201K 0.04% -1,509 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 3,813 shares; 2025Q1: 3,813 shares; 2025Q2: 3,813 shares; 2025Q3: 3,749 shares; 2025Q4: 3,789 shares 3,789 $200K 0.04% +40 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,225 shares; 2025Q2: 13,072 shares; 2025Q3: 13,078 shares; 2025Q4: 13,174 shares 13,174 $173K 0.03% +96 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,372 shares; 2024Q4: 10,372 shares; 2025Q1: 10,372 shares; 2025Q2: 10,372 shares; 2025Q3: 10,383 shares; 2025Q4: 10,292 shares 10,292 $158K 0.03% -91 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,350 shares; 2024Q4: 21,350 shares; 2025Q1: 21,350 shares; 2025Q2: 21,350 shares; 2025Q3: 21,350 shares; 2025Q4: 13,950 shares 13,950 $67.8K 0.01% -7,400 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,258 shares; 2024Q4: 15,258 shares; 2025Q1: 13,758 shares; 2025Q2: 13,758 shares; 2025Q3: 13,758 shares; 2025Q4: 13,758 shares 13,758 $44.6K 0.01% 0 Timeline DLTH DULUTH HLDGS INC More: the full row for DULUTH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $20.8K <0.01% 0 Timeline DVLT DATAVAULT AI INC More: the full row for DATAVAULT AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,978 shares 26,978 $17.6K <0.01% new Timeline