SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,703 shares; 2024Q4: 552,033 shares; 2025Q1: 516,007 shares; 2025Q2: 373,889 shares; 2025Q3: 363,171 shares; 2025Q4: 323,300 shares 323,300 $25.9M 4.42% -39,871 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,961 shares; 2025Q3: 314,998 shares; 2025Q4: 393,522 shares 393,522 $20.1M 3.44% +78,524 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: 221,427 shares; 2024Q4: 242,141 shares; 2025Q1: 205,166 shares; 2025Q2: 256,247 shares; 2025Q3: 212,594 shares; 2025Q4: 182,123 shares 182,123 $14.4M 2.45% -30,471 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: 171,046 shares; 2024Q4: 182,374 shares; 2025Q1: 185,291 shares; 2025Q2: 184,472 shares; 2025Q3: 220,888 shares; 2025Q4: 186,260 shares 186,260 $11.3M 1.93% -34,628 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: 78,879 shares; 2024Q4: 81,339 shares; 2025Q1: 97,826 shares; 2025Q2: 159,001 shares; 2025Q3: 158,244 shares; 2025Q4: 144,988 shares 144,988 $10.8M 1.85% -13,256 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: 16,288 shares; 2024Q4: 17,580 shares; 2025Q1: 18,389 shares; 2025Q2: 16,022 shares; 2025Q3: 15,659 shares; 2025Q4: 15,553 shares 15,553 $10.6M 1.82% -106 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: 24,473 shares; 2024Q4: 26,640 shares; 2025Q1: 36,206 shares; 2025Q2: 38,447 shares; 2025Q3: 42,936 shares; 2025Q4: 47,066 shares 47,066 $10.3M 1.76% +4,130 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: 28,650 shares; 2024Q4: 32,418 shares; 2025Q1: 33,318 shares; 2025Q2: 34,527 shares; 2025Q3: 33,798 shares; 2025Q4: 32,398 shares 32,398 $10M 1.71% -1,400 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: 15,900 shares; 2024Q4: 17,702 shares; 2025Q1: 19,509 shares; 2025Q2: 20,756 shares; 2025Q3: 22,692 shares; 2025Q4: 23,941 shares 23,941 $9.62M 1.64% +1,249 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: 115,237 shares; 2024Q4: 119,764 shares; 2025Q1: 115,393 shares; 2025Q2: 93,460 shares; 2025Q3: 93,008 shares; 2025Q4: 79,182 shares 79,182 $9.46M 1.61% -13,826 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,864 shares; 2024Q4: 638,109 shares; 2025Q1: 654,811 shares; 2025Q2: 652,297 shares; 2025Q3: 686,872 shares; 2025Q4: 695,523 shares 695,523 $9.36M 1.6% +8,651 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: 63,478 shares; 2024Q4: 67,641 shares; 2025Q1: 75,390 shares; 2025Q2: 77,382 shares; 2025Q3: 69,072 shares; 2025Q4: 41,345 shares 41,345 $8.3M 1.42% -27,727 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: 26,424 shares; 2024Q4: 28,299 shares; 2025Q1: 27,851 shares; 2025Q2: 30,371 shares; 2025Q3: 32,723 shares; 2025Q4: 30,159 shares 30,159 $7.89M 1.35% -2,564 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,302 shares; 2025Q1: 48,720 shares; 2025Q2: 77,821 shares; 2025Q3: 168,555 shares; 2025Q4: 137,611 shares 137,611 $7.88M 1.34% -30,944 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: 27,315 shares; 2024Q4: 30,352 shares; 2025Q1: 31,704 shares; 2025Q2: 31,508 shares; 2025Q3: 32,748 shares; 2025Q4: 34,682 shares 34,682 $6.92M 1.18% +1,934 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: 8,684 shares; 2024Q4: 10,221 shares; 2025Q1: 10,465 shares; 2025Q2: 10,147 shares; 2025Q3: 9,744 shares; 2025Q4: 10,062 shares 10,062 $6.54M 1.12% +318 Timeline SNOV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,213 shares; 2025Q2: 116,017 shares; 2025Q3: 249,675 shares; 2025Q4: 237,913 shares 237,913 $6.02M 1.03% -11,762 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: 12,507 shares; 2024Q4: 14,471 shares; 2025Q1: 16,280 shares; 2025Q2: 23,098 shares; 2025Q3: 29,806 shares; 2025Q4: 31,884 shares 31,884 $5.96M 1.02% +2,078 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,529 shares; 2024Q4: 47,133 shares; 2025Q1: 70,910 shares; 2025Q2: 94,370 shares; 2025Q3: 141,121 shares; 2025Q4: 157,437 shares 157,437 $5.91M 1.01% +16,316 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: 2,415 shares; 2024Q4: 2,528 shares; 2025Q1: 3,093 shares; 2025Q2: 3,994 shares; 2025Q3: 5,420 shares; 2025Q4: 5,644 shares 5,644 $5.86M 1% +224 Timeline BFOC 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: 340,816 shares 340,816 $5.82M 0.99% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,018 shares; 2024Q4: 21,036 shares; 2025Q1: 22,061 shares; 2025Q2: 18,975 shares; 2025Q3: 15,410 shares; 2025Q4: 14,270 shares 14,270 $5.25M 0.9% -1,140 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,103 shares; 2024Q4: 45,674 shares; 2025Q1: 42,214 shares; 2025Q2: 40,239 shares; 2025Q3: 40,945 shares; 2025Q4: 35,253 shares 35,253 $5.21M 0.89% -5,692 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,220 shares; 2025Q1: 21,514 shares; 2025Q2: 41,934 shares; 2025Q3: 50,266 shares; 2025Q4: 71,410 shares 71,410 $5.06M 0.86% +21,144 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,133 shares; 2025Q3: 13,676 shares; 2025Q4: 16,003 shares 16,003 $4.77M 0.81% +2,327 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,689 shares; 2024Q4: 72,708 shares; 2025Q1: 53,528 shares; 2025Q2: 58,188 shares; 2025Q3: 81,789 shares; 2025Q4: 83,052 shares 83,052 $4.77M 0.81% +1,263 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: 7,743 shares; 2024Q4: 7,302 shares; 2025Q1: 7,972 shares; 2025Q2: 7,344 shares; 2025Q3: 7,344 shares; 2025Q4: 7,466 shares 7,466 $4.68M 0.8% +122 Timeline DLAG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165,357 shares; 2025Q4: 148,287 shares 148,287 $4.65M 0.79% -17,070 Timeline SDVY 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: 133,991 shares; 2024Q4: 128,746 shares; 2025Q1: 118,291 shares; 2025Q2: 129,580 shares; 2025Q3: 127,460 shares; 2025Q4: 102,021 shares 102,021 $4.27M 0.73% -25,439 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,181 shares; 2025Q1: 4,407 shares; 2025Q2: 9,020 shares; 2025Q3: 10,929 shares; 2025Q4: 17,067 shares 17,067 $4.22M 0.72% +6,138 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,936 shares; 2025Q3: 137,406 shares; 2025Q4: 121,499 shares 121,499 $4.18M 0.71% -15,907 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: 187,387 shares; 2024Q4: 160,720 shares; 2025Q1: 138,874 shares; 2025Q2: 144,078 shares; 2025Q3: 162,813 shares; 2025Q4: 150,988 shares 150,988 $4.05M 0.69% -11,825 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: 1,667 shares; 2024Q4: 3,199 shares; 2025Q1: 3,389 shares; 2025Q2: 7,395 shares; 2025Q3: 10,096 shares; 2025Q4: 12,040 shares 12,040 $3.99M 0.68% +1,944 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,758 shares; 2025Q1: 27,569 shares; 2025Q2: 28,108 shares; 2025Q3: 29,143 shares; 2025Q4: 33,607 shares 33,607 $3.97M 0.68% +4,464 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,293 shares; 2025Q1: 4,512 shares; 2025Q2: 9,450 shares; 2025Q3: 11,664 shares; 2025Q4: 11,944 shares 11,944 $3.92M 0.67% +280 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: 16,648 shares; 2024Q4: 23,098 shares; 2025Q1: 29,775 shares; 2025Q2: 46,337 shares; 2025Q3: 54,005 shares; 2025Q4: 76,929 shares 76,929 $3.89M 0.66% +22,924 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: 9,109 shares; 2024Q4: 10,285 shares; 2025Q1: 10,238 shares; 2025Q2: 11,123 shares; 2025Q3: 11,707 shares; 2025Q4: 12,007 shares 12,007 $3.89M 0.66% +300 Timeline IGLB 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: 8,175 shares; 2025Q3: 39,064 shares; 2025Q4: 75,530 shares 75,530 $3.87M 0.66% +36,466 Timeline SQMX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,919 shares; 2025Q4: 115,147 shares 115,147 $3.86M 0.66% -4,772 Timeline IGIB 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: 9,002 shares; 2025Q3: 38,167 shares; 2025Q4: 70,579 shares 70,579 $3.83M 0.65% +32,412 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,293 shares; 2025Q3: 119,882 shares; 2025Q4: 100,694 shares 100,694 $3.82M 0.65% -19,188 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON 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: 17,279 shares; 2025Q2: 87,537 shares; 2025Q3: 112,160 shares; 2025Q4: 123,515 shares 123,515 $3.77M 0.64% +11,355 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: 101,184 shares; 2024Q4: 108,969 shares; 2025Q1: 74,020 shares; 2025Q2: 69,727 shares; 2025Q3: 40,251 shares; 2025Q4: 30,769 shares 30,769 $3.73M 0.64% -9,482 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,436 shares; 2025Q4: 42,418 shares 42,418 $3.65M 0.62% +14,982 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: 2,387 shares; 2024Q4: 3,213 shares; 2025Q1: 3,846 shares; 2025Q2: 5,060 shares; 2025Q3: 6,553 shares; 2025Q4: 7,216 shares 7,216 $3.61M 0.62% +663 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,270 shares; 2024Q4: 24,847 shares; 2025Q1: 29,110 shares; 2025Q2: 45,879 shares; 2025Q3: 102,983 shares; 2025Q4: 151,794 shares 151,794 $3.6M 0.61% +48,811 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,111 shares; 2024Q4: 36,147 shares; 2025Q1: 40,894 shares; 2025Q2: 51,731 shares; 2025Q3: 71,247 shares; 2025Q4: 77,097 shares 77,097 $3.27M 0.56% +5,850 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: 4,196 shares; 2024Q4: 4,912 shares; 2025Q1: 5,089 shares; 2025Q2: 7,075 shares; 2025Q3: 9,705 shares; 2025Q4: 10,755 shares 10,755 $3.25M 0.56% +1,050 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: 147,942 shares; 2024Q4: 107,901 shares; 2025Q1: 112,111 shares; 2025Q2: 101,364 shares; 2025Q3: 73,022 shares; 2025Q4: 68,635 shares 68,635 $3.22M 0.55% -4,387 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: 3,473 shares; 2024Q4: 2,549 shares; 2025Q1: 2,812 shares; 2025Q2: 11,477 shares; 2025Q3: 12,322 shares; 2025Q4: 13,026 shares 13,026 $3.19M 0.54% +704 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,501 shares; 2024Q4: 47,575 shares; 2025Q1: 47,400 shares; 2025Q2: 43,764 shares; 2025Q3: 34,602 shares; 2025Q4: 33,583 shares 33,583 $3.15M 0.54% -1,019 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,722 shares; 2024Q4: 43,172 shares; 2025Q1: 44,050 shares; 2025Q2: 39,431 shares; 2025Q3: 33,987 shares; 2025Q4: 32,651 shares 32,651 $3.1M 0.53% -1,336 Timeline DSEP 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,741 shares 66,741 $3M 0.51% new Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,505 shares; 2024Q4: 30,338 shares; 2025Q1: 30,093 shares; 2025Q2: 42,251 shares; 2025Q3: 56,081 shares; 2025Q4: 64,057 shares 64,057 $2.98M 0.51% +7,976 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: 15,512 shares; 2024Q4: 27,321 shares; 2025Q1: 28,560 shares; 2025Q2: 30,960 shares; 2025Q3: 29,989 shares; 2025Q4: 28,930 shares 28,930 $2.91M 0.5% -1,059 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,447 shares; 2024Q4: 6,712 shares; 2025Q1: 7,199 shares; 2025Q2: 9,779 shares; 2025Q3: 13,380 shares; 2025Q4: 15,606 shares 15,606 $2.89M 0.49% +2,226 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: 2,791 shares; 2024Q4: 3,530 shares; 2025Q1: 2,984 shares; 2025Q2: 4,314 shares; 2025Q3: 6,485 shares; 2025Q4: 6,859 shares 6,859 $2.86M 0.49% +374 Timeline QMAG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,315 shares; 2025Q4: 119,971 shares 119,971 $2.82M 0.48% -5,344 Timeline BOND 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: 7,555 shares; 2024Q4: 12,260 shares; 2025Q1: 14,714 shares; 2025Q2: 18,011 shares; 2025Q3: 26,379 shares; 2025Q4: 28,373 shares 28,373 $2.67M 0.46% +1,994 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,606 shares; 2025Q1: 20,027 shares; 2025Q2: 43,944 shares; 2025Q3: 54,545 shares; 2025Q4: 64,281 shares 64,281 $2.6M 0.44% +9,736 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 891 shares; 2025Q1: 888 shares; 2025Q2: 764 shares; 2025Q3: 675 shares; 2025Q4: 623 shares 623 $2.59M 0.44% -52 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: 3,449 shares; 2024Q4: 3,399 shares; 2025Q1: 3,959 shares; 2025Q2: 3,975 shares; 2025Q3: 3,599 shares; 2025Q4: 3,730 shares 3,730 $2.54M 0.43% +131 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: 6,243 shares; 2024Q4: 6,898 shares; 2025Q1: 6,808 shares; 2025Q2: 6,231 shares; 2025Q3: 5,010 shares; 2025Q4: 4,775 shares 4,775 $2.52M 0.43% -235 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,041 shares; 2025Q2: 60,518 shares; 2025Q3: 71,774 shares; 2025Q4: 52,664 shares 52,664 $2.47M 0.42% -19,110 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,548 shares; 2025Q1: 3,928 shares; 2025Q2: 7,114 shares; 2025Q3: 9,103 shares; 2025Q4: 8,648 shares 8,648 $2.46M 0.42% -455 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,367 shares; 2024Q4: 96,822 shares; 2025Q1: 102,411 shares; 2025Q2: 99,233 shares; 2025Q3: 111,489 shares; 2025Q4: 104,227 shares 104,227 $2.45M 0.42% -7,262 Timeline FJAN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,237 shares 47,237 $2.45M 0.42% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,919 shares; 2024Q4: 21,638 shares; 2025Q1: 22,176 shares; 2025Q2: 23,639 shares; 2025Q3: 28,098 shares; 2025Q4: 22,485 shares 22,485 $2.43M 0.41% -5,613 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,659 shares; 2024Q4: 84,871 shares; 2025Q1: 81,452 shares; 2025Q2: 78,849 shares; 2025Q3: 76,429 shares; 2025Q4: 70,516 shares 70,516 $2.42M 0.41% -5,913 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,851 shares; 2024Q4: 4,920 shares; 2025Q1: 5,815 shares; 2025Q2: 25,138 shares; 2025Q3: 42,525 shares; 2025Q4: 47,501 shares 47,501 $2.39M 0.41% +4,976 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,076 shares 47,076 $2.35M 0.4% new 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: 5,416 shares; 2024Q4: 6,141 shares; 2025Q1: 7,050 shares; 2025Q2: 6,622 shares; 2025Q3: 6,771 shares; 2025Q4: 7,488 shares 7,488 $2.32M 0.4% +717 Timeline AMID 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: 26,278 shares; 2024Q4: 64,854 shares; 2025Q1: 66,079 shares; 2025Q2: 39,924 shares; 2025Q3: 58,912 shares; 2025Q4: 66,881 shares 66,881 $2.31M 0.39% +7,969 Timeline IGSB 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: 5,334 shares; 2025Q3: 23,108 shares; 2025Q4: 42,977 shares 42,977 $2.28M 0.39% +19,869 Timeline BFRZ 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: 64,479 shares; 2025Q3: 78,170 shares; 2025Q4: 84,153 shares 84,153 $2.26M 0.39% +5,983 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,701 shares; 2025Q1: not reported; 2025Q2: 19,348 shares; 2025Q3: 30,314 shares; 2025Q4: 23,157 shares 23,157 $2.25M 0.38% -7,157 Timeline BUFD 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,560 shares; 2024Q4: 127,536 shares; 2025Q1: 125,354 shares; 2025Q2: 82,743 shares; 2025Q3: 81,666 shares; 2025Q4: 78,356 shares 78,356 $2.22M 0.38% -3,310 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: 10,120 shares; 2024Q4: 10,264 shares; 2025Q1: 11,376 shares; 2025Q2: 11,243 shares; 2025Q3: 12,014 shares; 2025Q4: 4,788 shares 4,788 $2.2M 0.38% -7,226 Timeline DHDG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,895 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,382 shares 63,382 $2.18M 0.37% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,317 shares; 2025Q4: 29,537 shares 29,537 $2.1M 0.36% -3,780 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,748 shares; 2025Q1: 3,828 shares; 2025Q2: 3,900 shares; 2025Q3: 3,853 shares; 2025Q4: 3,284 shares 3,284 $2.09M 0.36% -569 Timeline RSSE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,478 shares; 2025Q4: 94,317 shares 94,317 $2.08M 0.35% -2,161 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,767 shares; 2024Q4: 14,639 shares; 2025Q1: 14,273 shares; 2025Q2: 12,524 shares; 2025Q3: 11,457 shares; 2025Q4: 12,207 shares 12,207 $2.06M 0.35% +750 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: 8,276 shares; 2024Q4: 9,500 shares; 2025Q1: 9,121 shares; 2025Q2: 10,732 shares; 2025Q3: 12,376 shares; 2025Q4: 13,671 shares 13,671 $2.05M 0.35% +1,295 Timeline KNG 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: 16,777 shares; 2024Q4: 27,049 shares; 2025Q1: 27,551 shares; 2025Q2: 42,792 shares; 2025Q3: 39,002 shares; 2025Q4: 38,833 shares 38,833 $2.03M 0.35% -169 Timeline BFJL 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: 118,251 shares; 2025Q4: 119,733 shares 119,733 $2.01M 0.34% +1,482 Timeline LMBS 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: 19,819 shares; 2024Q4: 37,605 shares; 2025Q1: 42,325 shares; 2025Q2: 49,077 shares; 2025Q3: 45,023 shares; 2025Q4: 39,452 shares 39,452 $1.99M 0.34% -5,571 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 2,615 shares; 2025Q2: 8,539 shares; 2025Q3: 18,691 shares; 2025Q4: 23,118 shares 23,118 $1.95M 0.33% +4,427 Timeline ILDR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,533 shares; 2025Q2: 34,267 shares; 2025Q3: 39,388 shares; 2025Q4: 62,376 shares 62,376 $1.94M 0.33% +22,988 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,843 shares; 2024Q4: 14,632 shares; 2025Q1: 23,234 shares; 2025Q2: 34,930 shares; 2025Q3: 38,078 shares; 2025Q4: 38,263 shares 38,263 $1.92M 0.33% +185 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,507 shares; 2024Q4: 30,693 shares; 2025Q1: 30,873 shares; 2025Q2: 26,810 shares; 2025Q3: 10,691 shares; 2025Q4: 10,078 shares 10,078 $1.92M 0.33% -613 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 3,897 shares; 2025Q1: 4,157 shares; 2025Q2: 5,297 shares; 2025Q3: 7,066 shares; 2025Q4: 13,800 shares 13,800 $1.92M 0.33% +6,734 Timeline QSPT 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,908 shares 59,908 $1.88M 0.32% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,895 shares; 2024Q4: 17,632 shares; 2025Q1: 17,230 shares; 2025Q2: 16,037 shares; 2025Q3: 14,253 shares; 2025Q4: 13,650 shares 13,650 $1.79M 0.31% -603 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,620 shares; 2025Q1: 15,661 shares; 2025Q2: 15,215 shares; 2025Q3: 15,493 shares; 2025Q4: 45,411 shares 45,411 $1.77M 0.3% +29,918 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,482 shares; 2025Q3: 8,328 shares; 2025Q4: 9,687 shares 9,687 $1.69M 0.29% +1,359 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,460 shares; 2024Q4: 18,960 shares; 2025Q1: 16,601 shares; 2025Q2: 16,809 shares; 2025Q3: 17,964 shares; 2025Q4: 17,551 shares 17,551 $1.69M 0.29% -413 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: 2,555 shares; 2025Q3: 4,637 shares; 2025Q4: 5,369 shares 5,369 $1.68M 0.29% +732 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,583 shares; 2025Q3: 52,178 shares; 2025Q4: 52,649 shares 52,649 $1.68M 0.29% +471 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,183 shares 41,183 $1.67M 0.29% new 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: 13,687 shares; 2024Q4: 13,600 shares; 2025Q1: 16,943 shares; 2025Q2: 16,151 shares; 2025Q3: 17,025 shares; 2025Q4: 18,081 shares 18,081 $1.67M 0.29% +1,056 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,409 shares; 2024Q4: 7,960 shares; 2025Q1: not reported; 2025Q2: 5,843 shares; 2025Q3: 5,052 shares; 2025Q4: 4,762 shares 4,762 $1.67M 0.29% -290 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 6,432 shares; 2025Q1: 6,765 shares; 2025Q2: 6,571 shares; 2025Q3: 5,579 shares; 2025Q4: 4,926 shares 4,926 $1.66M 0.28% -653 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,448 shares; 2024Q4: 29,086 shares; 2025Q1: 50,520 shares; 2025Q2: 44,502 shares; 2025Q3: 29,050 shares; 2025Q4: 26,801 shares 26,801 $1.61M 0.27% -2,249 Timeline FIXD 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,615 shares; 2024Q4: 51,827 shares; 2025Q1: 46,741 shares; 2025Q2: 43,048 shares; 2025Q3: 39,823 shares; 2025Q4: 35,767 shares 35,767 $1.6M 0.27% -4,056 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,738 shares; 2025Q1: 2,620 shares; 2025Q2: 6,831 shares; 2025Q3: 11,542 shares; 2025Q4: 13,883 shares 13,883 $1.55M 0.26% +2,341 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,195 shares; 2025Q2: 19,602 shares; 2025Q3: 27,113 shares; 2025Q4: 30,103 shares 30,103 $1.54M 0.26% +2,990 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: 3,577 shares; 2024Q4: 2,954 shares; 2025Q1: 3,942 shares; 2025Q2: 5,892 shares; 2025Q3: 7,558 shares; 2025Q4: 8,441 shares 8,441 $1.54M 0.26% +883 Timeline QCOC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,564 shares 66,564 $1.48M 0.25% new Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,749 shares; 2025Q4: 63,402 shares 63,402 $1.46M 0.25% +30,653 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,785 shares; 2024Q4: 52,530 shares; 2025Q1: 51,852 shares; 2025Q2: 46,419 shares; 2025Q3: 36,274 shares; 2025Q4: 31,847 shares 31,847 $1.46M 0.25% -4,427 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,540 shares; 2025Q3: 35,756 shares; 2025Q4: 28,942 shares 28,942 $1.46M 0.25% -6,814 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 5,316 shares; 2025Q1: not reported; 2025Q2: 8,526 shares; 2025Q3: 12,408 shares; 2025Q4: 13,541 shares 13,541 $1.45M 0.25% +1,133 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,135 shares; 2024Q4: 35,438 shares; 2025Q1: 33,865 shares; 2025Q2: 34,776 shares; 2025Q3: 34,888 shares; 2025Q4: 29,038 shares 29,038 $1.42M 0.24% -5,850 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: 15,306 shares; 2024Q4: 18,468 shares; 2025Q1: 20,331 shares; 2025Q2: 17,874 shares; 2025Q3: 15,157 shares; 2025Q4: 13,881 shares 13,881 $1.42M 0.24% -1,276 Timeline QDEC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,092 shares 44,092 $1.42M 0.24% new Timeline FTGS 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: 63,397 shares; 2024Q4: 60,230 shares; 2025Q1: 51,980 shares; 2025Q2: 48,798 shares; 2025Q3: 41,990 shares; 2025Q4: 40,399 shares 40,399 $1.41M 0.24% -1,591 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,725 shares; 2025Q3: 2,973 shares; 2025Q4: 3,550 shares 3,550 $1.39M 0.24% +577 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: 18,992 shares; 2024Q4: 21,529 shares; 2025Q1: 18,149 shares; 2025Q2: 15,348 shares; 2025Q3: 13,875 shares; 2025Q4: 13,512 shares 13,512 $1.31M 0.22% -363 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 4,828 shares; 2025Q1: 5,054 shares; 2025Q2: 7,775 shares; 2025Q3: 10,442 shares; 2025Q4: 11,807 shares 11,807 $1.31M 0.22% +1,365 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,790 shares; 2024Q4: 15,410 shares; 2025Q1: 13,512 shares; 2025Q2: 12,790 shares; 2025Q3: 12,153 shares; 2025Q4: 13,426 shares 13,426 $1.28M 0.22% +1,273 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,277 shares; 2024Q4: 82,423 shares; 2025Q1: 79,160 shares; 2025Q2: 79,514 shares; 2025Q3: 84,459 shares; 2025Q4: 18,369 shares 18,369 $1.26M 0.21% -66,090 Timeline AFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 4,519 shares; 2025Q1: 6,039 shares; 2025Q2: 8,323 shares; 2025Q3: 12,959 shares; 2025Q4: 14,334 shares 14,334 $1.26M 0.21% +1,375 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 6,914 shares; 2025Q1: 21,080 shares; 2025Q2: 25,311 shares; 2025Q3: 23,759 shares; 2025Q4: 17,495 shares 17,495 $1.24M 0.21% -6,264 Timeline KR KROGER CO More: the full row for KROGER 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: 7,124 shares; 2025Q3: 14,086 shares; 2025Q4: 16,412 shares 16,412 $1.15M 0.2% +2,326 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: 33,123 shares; 2024Q4: 43,309 shares; 2025Q1: 33,839 shares; 2025Q2: 38,335 shares; 2025Q3: 21,760 shares; 2025Q4: 19,079 shares 19,079 $1.13M 0.19% -2,681 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,988 shares; 2024Q4: 3,041 shares; 2025Q1: 2,783 shares; 2025Q2: 2,887 shares; 2025Q3: 2,893 shares; 2025Q4: 2,884 shares 2,884 $1.13M 0.19% -9 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,582 shares; 2024Q4: 20,628 shares; 2025Q1: 19,958 shares; 2025Q2: 17,514 shares; 2025Q3: 13,511 shares; 2025Q4: 11,549 shares 11,549 $1.12M 0.19% -1,962 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,764 shares; 2024Q4: 10,598 shares; 2025Q1: 13,252 shares; 2025Q2: 13,337 shares; 2025Q3: 14,898 shares; 2025Q4: 13,148 shares 13,148 $1.11M 0.19% -1,750 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,342 shares; 2025Q3: 2,534 shares; 2025Q4: 3,012 shares 3,012 $1.1M 0.19% +478 Timeline FTCB 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: 31,429 shares; 2024Q4: 35,473 shares; 2025Q1: 50,010 shares; 2025Q2: 72,800 shares; 2025Q3: 77,617 shares; 2025Q4: 51,269 shares 51,269 $1.1M 0.19% -26,348 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,003 shares; 2025Q1: 3,831 shares; 2025Q2: 8,725 shares; 2025Q3: 12,688 shares; 2025Q4: 16,193 shares 16,193 $1.09M 0.19% +3,505 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: 3,855 shares; 2024Q4: 4,358 shares; 2025Q1: 4,225 shares; 2025Q2: 5,901 shares; 2025Q3: 5,697 shares; 2025Q4: 6,605 shares 6,605 $1.06M 0.18% +908 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,395 shares; 2024Q4: 93,871 shares; 2025Q1: 100,080 shares; 2025Q2: 123,389 shares; 2025Q3: 123,970 shares; 2025Q4: 109,458 shares 109,458 $1.03M 0.18% -14,512 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,230 shares; 2025Q1: 1,312 shares; 2025Q2: 1,302 shares; 2025Q3: 1,438 shares; 2025Q4: 1,403 shares 1,403 $1.02M 0.17% -35 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: 2,995 shares; 2024Q4: 3,084 shares; 2025Q1: 2,972 shares; 2025Q2: 3,802 shares; 2025Q3: 3,104 shares; 2025Q4: 2,957 shares 2,957 $994K 0.17% -147 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,882 shares; 2025Q3: 11,379 shares; 2025Q4: 12,460 shares 12,460 $984K 0.17% +1,081 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: 1,607 shares; 2024Q4: 2,058 shares; 2025Q1: 2,123 shares; 2025Q2: 1,988 shares; 2025Q3: 1,801 shares; 2025Q4: 1,633 shares 1,633 $981K 0.17% -168 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,653 shares; 2025Q4: 71,845 shares 71,845 $978K 0.17% +47,192 Timeline IFRA 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: 41,135 shares; 2024Q4: 40,568 shares; 2025Q1: 22,120 shares; 2025Q2: 19,765 shares; 2025Q3: 17,353 shares; 2025Q4: 16,274 shares 16,274 $969K 0.17% -1,079 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,509 shares 8,509 $965K 0.16% new Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 39,846 shares; 2025Q4: 39,252 shares 39,252 $962K 0.16% -594 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: 15,104 shares; 2024Q4: 28,003 shares; 2025Q1: 29,467 shares; 2025Q2: 27,435 shares; 2025Q3: 30,649 shares; 2025Q4: 30,759 shares 30,759 $938K 0.16% +110 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,073 shares; 2024Q4: 21,533 shares; 2025Q1: 26,923 shares; 2025Q2: 26,517 shares; 2025Q3: 29,960 shares; 2025Q4: 31,998 shares 31,998 $938K 0.16% +2,038 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 9,533 shares; 2025Q1: 9,988 shares; 2025Q2: 8,841 shares; 2025Q3: 7,131 shares; 2025Q4: 6,769 shares 6,769 $937K 0.16% -362 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL 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: 20,386 shares; 2025Q3: 11,874 shares; 2025Q4: 11,873 shares 11,873 $935K 0.16% -1 Timeline SDVD 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: 16,809 shares; 2024Q4: 50,867 shares; 2025Q1: 53,979 shares; 2025Q2: 50,268 shares; 2025Q3: 43,653 shares; 2025Q4: 40,308 shares 40,308 $933K 0.16% -3,345 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,278 shares; 2025Q3: 6,251 shares; 2025Q4: 10,143 shares 10,143 $932K 0.16% +3,892 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,125 shares; 2024Q4: 9,869 shares; 2025Q1: 9,484 shares; 2025Q2: 6,192 shares; 2025Q3: 4,979 shares; 2025Q4: 5,461 shares 5,461 $898K 0.15% +482 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,321 shares; 2024Q4: 19,240 shares; 2025Q1: 19,157 shares; 2025Q2: 19,611 shares; 2025Q3: 18,504 shares; 2025Q4: 18,448 shares 18,448 $898K 0.15% -56 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 4,820 shares; 2025Q1: 4,652 shares; 2025Q2: 4,215 shares; 2025Q3: 4,494 shares; 2025Q4: 4,721 shares 4,721 $892K 0.15% +227 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 5,604 shares; 2025Q1: 5,848 shares; 2025Q2: 5,161 shares; 2025Q3: 4,065 shares; 2025Q4: 3,975 shares 3,975 $888K 0.15% -90 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: 6,973 shares; 2024Q4: 7,421 shares; 2025Q1: 8,021 shares; 2025Q2: 8,199 shares; 2025Q3: 7,636 shares; 2025Q4: 6,602 shares 6,602 $882K 0.15% -1,034 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,414 shares; 2025Q2: 31,585 shares; 2025Q3: 34,774 shares; 2025Q4: 18,096 shares 18,096 $865K 0.15% -16,678 Timeline AOA 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: 8,138 shares; 2024Q4: 8,680 shares; 2025Q1: 8,109 shares; 2025Q2: 8,195 shares; 2025Q3: 11,137 shares; 2025Q4: 9,349 shares 9,349 $863K 0.15% -1,788 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: 3,149 shares; 2024Q4: 3,444 shares; 2025Q1: 3,855 shares; 2025Q2: 3,463 shares; 2025Q3: 3,012 shares; 2025Q4: 3,256 shares 3,256 $855K 0.15% +244 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,519 shares; 2024Q4: 13,112 shares; 2025Q1: 14,310 shares; 2025Q2: 12,326 shares; 2025Q3: 9,663 shares; 2025Q4: 8,527 shares 8,527 $853K 0.15% -1,136 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,258 shares; 2024Q4: 15,603 shares; 2025Q1: 14,928 shares; 2025Q2: 15,655 shares; 2025Q3: 16,162 shares; 2025Q4: 11,922 shares 11,922 $844K 0.14% -4,240 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,716 shares; 2025Q4: 31,318 shares 31,318 $840K 0.14% +11,602 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: 15,535 shares; 2024Q4: 17,094 shares; 2025Q1: 17,334 shares; 2025Q2: 16,156 shares; 2025Q3: 15,712 shares; 2025Q4: 15,964 shares 15,964 $838K 0.14% +252 Timeline JULH 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: 48,199 shares; 2024Q4: 48,954 shares; 2025Q1: 40,821 shares; 2025Q2: 33,282 shares; 2025Q3: 32,879 shares; 2025Q4: 33,550 shares 33,550 $838K 0.14% +671 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 4,878 shares; 2025Q1: 4,913 shares; 2025Q2: 4,320 shares; 2025Q3: 3,316 shares; 2025Q4: 2,811 shares 2,811 $819K 0.14% -505 Timeline XSMO 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: 17,429 shares; 2024Q4: 10,618 shares; 2025Q1: 11,029 shares; 2025Q2: 15,207 shares; 2025Q3: 22,497 shares; 2025Q4: 10,316 shares 10,316 $815K 0.14% -12,181 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: 8,830 shares; 2024Q4: 9,725 shares; 2025Q1: 10,510 shares; 2025Q2: 11,102 shares; 2025Q3: 13,609 shares; 2025Q4: 15,315 shares 15,315 $813K 0.14% +1,706 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,740 shares; 2024Q4: 10,382 shares; 2025Q1: 9,504 shares; 2025Q2: 12,828 shares; 2025Q3: 10,787 shares; 2025Q4: 22,940 shares 22,940 $813K 0.14% +12,153 Timeline PWB 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: 1,575 shares; 2024Q4: 1,385 shares; 2025Q1: 2,690 shares; 2025Q2: 3,448 shares; 2025Q3: 5,283 shares; 2025Q4: 6,070 shares 6,070 $810K 0.14% +787 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,588 shares; 2025Q4: 43,911 shares 43,911 $802K 0.14% +29,323 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,015 shares; 2024Q4: 6,890 shares; 2025Q1: 6,668 shares; 2025Q2: 6,668 shares; 2025Q3: 6,275 shares; 2025Q4: 8,355 shares 8,355 $799K 0.14% +2,080 Timeline LGOV 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: 44,088 shares; 2024Q4: 49,808 shares; 2025Q1: 45,122 shares; 2025Q2: 43,989 shares; 2025Q3: 43,087 shares; 2025Q4: 35,803 shares 35,803 $794K 0.14% -7,284 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,772 shares; 2025Q1: 12,541 shares; 2025Q2: 13,956 shares; 2025Q3: 12,025 shares; 2025Q4: 12,149 shares 12,149 $767K 0.13% +124 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,081 shares; 2024Q4: 20,433 shares; 2025Q1: 19,143 shares; 2025Q2: 17,746 shares; 2025Q3: 18,293 shares; 2025Q4: 18,230 shares 18,230 $763K 0.13% -63 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,133 shares; 2024Q4: 41,056 shares; 2025Q1: 43,344 shares; 2025Q2: 46,601 shares; 2025Q3: 44,074 shares; 2025Q4: 41,283 shares 41,283 $757K 0.13% -2,791 Timeline CMBS 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: 8,015 shares; 2025Q4: 15,294 shares 15,294 $756K 0.13% +7,279 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,815 shares; 2024Q4: 17,883 shares; 2025Q1: 16,767 shares; 2025Q2: 17,204 shares; 2025Q3: 17,960 shares; 2025Q4: 10,293 shares 10,293 $756K 0.13% -7,667 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,437 shares; 2025Q3: 2,746 shares; 2025Q4: 3,459 shares 3,459 $743K 0.13% +713 Timeline FRI 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: 12,524 shares; 2024Q4: 32,252 shares; 2025Q1: 37,844 shares; 2025Q2: 16,700 shares; 2025Q3: 21,990 shares; 2025Q4: 25,211 shares 25,211 $742K 0.13% +3,221 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,352 shares; 2025Q3: 6,682 shares; 2025Q4: 6,375 shares 6,375 $739K 0.13% -307 Timeline VFLO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,505 shares 18,505 $736K 0.13% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,804 shares 19,804 $714K 0.12% new 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: not reported; 2024Q4: 15,277 shares; 2025Q1: 10,042 shares; 2025Q2: 14,649 shares; 2025Q3: 24,032 shares; 2025Q4: 24,775 shares 24,775 $689K 0.12% +743 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,782 shares; 2025Q4: 8,821 shares 8,821 $684K 0.12% +39 Timeline ACEI 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: 11,201 shares; 2025Q4: 27,885 shares 27,885 $678K 0.12% +16,684 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: not reported; 2024Q4: not reported; 2025Q1: 4,749 shares; 2025Q2: 3,154 shares; 2025Q3: 2,872 shares; 2025Q4: 3,363 shares 3,363 $675K 0.12% +491 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,060 shares; 2024Q4: 15,189 shares; 2025Q1: 13,194 shares; 2025Q2: 11,306 shares; 2025Q3: 10,488 shares; 2025Q4: 9,432 shares 9,432 $673K 0.11% -1,056 Timeline VOOG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,588 shares; 2025Q1: 2,005 shares; 2025Q2: 1,956 shares; 2025Q3: 1,984 shares; 2025Q4: 1,545 shares 1,545 $666K 0.11% -439 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: 4,624 shares; 2025Q1: 7,461 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,608 shares 14,608 $662K 0.11% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,567 shares; 2025Q2: 8,369 shares; 2025Q3: 7,267 shares; 2025Q4: 7,993 shares 7,993 $656K 0.11% +726 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 3,350 shares; 2025Q1: 3,310 shares; 2025Q2: 2,978 shares; 2025Q3: 2,353 shares; 2025Q4: 2,166 shares 2,166 $651K 0.11% -187 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,461 shares; 2024Q4: 25,942 shares; 2025Q1: 26,099 shares; 2025Q2: 23,341 shares; 2025Q3: 19,103 shares; 2025Q4: 15,899 shares 15,899 $651K 0.11% -3,204 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,908 shares; 2025Q3: 23,643 shares; 2025Q4: 10,068 shares 10,068 $645K 0.11% -13,575 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 496 shares; 2025Q1: 580 shares; 2025Q2: 802 shares; 2025Q3: 1,162 shares; 2025Q4: 1,353 shares 1,353 $640K 0.11% +191 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,926 shares; 2025Q1: 18,728 shares; 2025Q2: 19,419 shares; 2025Q3: 17,996 shares; 2025Q4: 16,934 shares 16,934 $627K 0.11% -1,062 Timeline FBT 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: 4,725 shares; 2024Q4: 4,656 shares; 2025Q1: 4,084 shares; 2025Q2: 3,869 shares; 2025Q3: 3,215 shares; 2025Q4: 3,028 shares 3,028 $621K 0.11% -187 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: 1,307 shares; 2024Q4: 1,261 shares; 2025Q1: 1,203 shares; 2025Q2: 1,192 shares; 2025Q3: 1,295 shares; 2025Q4: 1,774 shares 1,774 $594K 0.1% +479 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: 10,055 shares; 2024Q4: 13,781 shares; 2025Q1: 13,811 shares; 2025Q2: 14,455 shares; 2025Q3: 18,126 shares; 2025Q4: 17,634 shares 17,634 $593K 0.1% -492 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,448 shares; 2024Q4: 71,864 shares; 2025Q1: 63,602 shares; 2025Q2: 12,661 shares; 2025Q3: 7,892 shares; 2025Q4: 7,063 shares 7,063 $592K 0.1% -829 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 5,386 shares; 2025Q1: 5,136 shares; 2025Q2: 4,813 shares; 2025Q3: 4,528 shares; 2025Q4: 4,553 shares 4,553 $589K 0.1% +25 Timeline FSIG 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: 41,653 shares; 2024Q4: 43,345 shares; 2025Q1: 41,808 shares; 2025Q2: 37,167 shares; 2025Q3: 36,866 shares; 2025Q4: 30,336 shares 30,336 $583K 0.1% -6,530 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: 1,037 shares; 2024Q4: 1,074 shares; 2025Q1: 1,044 shares; 2025Q2: 1,046 shares; 2025Q3: 964 shares; 2025Q4: 974 shares 974 $583K 0.1% +10 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: 2,883 shares; 2025Q1: 3,046 shares; 2025Q2: 3,113 shares; 2025Q3: 2,771 shares; 2025Q4: 2,536 shares 2,536 $577K 0.1% -235 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,980 shares; 2025Q1: 2,000 shares; 2025Q2: 1,632 shares; 2025Q3: 1,686 shares; 2025Q4: 1,720 shares 1,720 $570K 0.1% +34 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 6,387 shares; 2025Q1: 6,294 shares; 2025Q2: 4,667 shares; 2025Q3: 3,717 shares; 2025Q4: 3,639 shares 3,639 $569K 0.1% -78 Timeline AJUL 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: 26,499 shares; 2024Q4: 23,822 shares; 2025Q1: 23,329 shares; 2025Q2: 22,068 shares; 2025Q3: 19,267 shares; 2025Q4: 19,207 shares 19,207 $560K 0.1% -60 Timeline NAPR 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: 17,765 shares; 2025Q2: 10,273 shares; 2025Q3: 10,248 shares; 2025Q4: 10,374 shares 10,374 $560K 0.1% +126 Timeline MTUM 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: 2,765 shares; 2024Q4: 3,039 shares; 2025Q1: 2,337 shares; 2025Q2: 2,602 shares; 2025Q3: 2,061 shares; 2025Q4: 2,228 shares 2,228 $557K 0.1% +167 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: 660 shares; 2024Q4: 681 shares; 2025Q1: 686 shares; 2025Q2: 729 shares; 2025Q3: 697 shares; 2025Q4: 7,248 shares 7,248 $550K 0.09% +6,551 Timeline EWC 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: 10,203 shares; 2024Q4: 10,107 shares; 2025Q1: 9,994 shares; 2025Q2: 9,994 shares; 2025Q3: 9,770 shares; 2025Q4: 9,751 shares 9,751 $539K 0.09% -19 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 11,810 shares; 2025Q1: 6,345 shares; 2025Q2: 8,131 shares; 2025Q3: 9,207 shares; 2025Q4: 10,877 shares 10,877 $538K 0.09% +1,670 Timeline IEF 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: 2,694 shares; 2025Q1: 4,047 shares; 2025Q2: 4,007 shares; 2025Q3: 4,704 shares; 2025Q4: 5,524 shares 5,524 $535K 0.09% +820 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,022 shares; 2025Q3: 5,110 shares; 2025Q4: 5,687 shares 5,687 $526K 0.09% +577 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,329 shares; 2024Q4: 8,487 shares; 2025Q1: 7,891 shares; 2025Q2: 7,896 shares; 2025Q3: 8,149 shares; 2025Q4: 4,090 shares 4,090 $526K 0.09% -4,059 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: 6,138 shares; 2024Q4: 7,184 shares; 2025Q1: 7,665 shares; 2025Q2: 6,173 shares; 2025Q3: 6,326 shares; 2025Q4: 6,059 shares 6,059 $523K 0.09% -267 Timeline BCIL EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED 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: 30,362 shares; 2025Q2: 19,983 shares; 2025Q3: 18,495 shares; 2025Q4: 18,686 shares 18,686 $521K 0.09% +191 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,213 shares; 2025Q1: 1,341 shares; 2025Q2: 2,316 shares; 2025Q3: 2,248 shares; 2025Q4: 2,223 shares 2,223 $513K 0.09% -25 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,498 shares; 2024Q4: 32,619 shares; 2025Q1: 30,855 shares; 2025Q2: 30,765 shares; 2025Q3: 22,400 shares; 2025Q4: 21,469 shares 21,469 $511K 0.09% -931 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,915 shares; 2024Q4: 11,755 shares; 2025Q1: 11,240 shares; 2025Q2: 11,256 shares; 2025Q3: 10,642 shares; 2025Q4: 10,670 shares 10,670 $503K 0.09% +28 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: 2,161 shares; 2024Q4: 2,215 shares; 2025Q1: 2,209 shares; 2025Q2: 2,151 shares; 2025Q3: 1,905 shares; 2025Q4: 1,721 shares 1,721 $491K 0.08% -184 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,617 shares; 2025Q4: 25,102 shares 25,102 $489K 0.08% +485 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,631 shares; 2024Q4: 8,318 shares; 2025Q1: 10,025 shares; 2025Q2: 8,874 shares; 2025Q3: 10,005 shares; 2025Q4: 6,179 shares 6,179 $484K 0.08% -3,826 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,042 shares; 2025Q3: 4,811 shares; 2025Q4: 5,288 shares 5,288 $469K 0.08% +477 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: 418 shares; 2024Q4: 483 shares; 2025Q1: 519 shares; 2025Q2: 486 shares; 2025Q3: 455 shares; 2025Q4: 470 shares 470 $469K 0.08% +15 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: 1,375 shares; 2024Q4: not reported; 2025Q1: 2,720 shares; 2025Q2: 2,635 shares; 2025Q3: 2,118 shares; 2025Q4: 2,225 shares 2,225 $458K 0.08% +107 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,446 shares; 2024Q4: 31,047 shares; 2025Q1: 29,798 shares; 2025Q2: 27,617 shares; 2025Q3: 25,432 shares; 2025Q4: 23,388 shares 23,388 $457K 0.08% -2,044 Timeline FELG 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: 10,644 shares; 2025Q2: 10,183 shares; 2025Q3: 11,526 shares; 2025Q4: 11,529 shares 11,529 $454K 0.08% +3 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,608 shares; 2025Q1: 1,662 shares; 2025Q2: 1,761 shares; 2025Q3: 1,776 shares; 2025Q4: 1,749 shares 1,749 $454K 0.08% -27 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 3,340 shares; 2025Q1: 3,483 shares; 2025Q2: 2,888 shares; 2025Q3: 2,923 shares; 2025Q4: 4,445 shares 4,445 $448K 0.08% +1,522 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: 15,486 shares; 2024Q4: 18,163 shares; 2025Q1: 18,777 shares; 2025Q2: 19,920 shares; 2025Q3: 19,916 shares; 2025Q4: 2,179 shares 2,179 $446K 0.08% -17,737 Timeline APRH 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: 51,591 shares; 2024Q4: 51,940 shares; 2025Q1: 50,289 shares; 2025Q2: 16,919 shares; 2025Q3: 17,571 shares; 2025Q4: 17,859 shares 17,859 $443K 0.08% +288 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,750 shares; 2025Q4: 2,123 shares 2,123 $442K 0.08% +373 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,049 shares; 2024Q4: 16,650 shares; 2025Q1: 7,241 shares; 2025Q2: 6,813 shares; 2025Q3: 6,757 shares; 2025Q4: 4,951 shares 4,951 $442K 0.08% -1,806 Timeline UCON 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,345 shares; 2024Q4: 21,173 shares; 2025Q1: 20,648 shares; 2025Q2: 20,250 shares; 2025Q3: 18,420 shares; 2025Q4: 17,364 shares 17,364 $439K 0.08% -1,056 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,986 shares; 2024Q4: 12,422 shares; 2025Q1: 12,225 shares; 2025Q2: 11,913 shares; 2025Q3: 9,754 shares; 2025Q4: 9,461 shares 9,461 $439K 0.08% -293 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 625 shares; 2025Q1: not reported; 2025Q2: 599 shares; 2025Q3: 552 shares; 2025Q4: 578 shares 578 $438K 0.07% +26 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,392 shares; 2025Q1: 1,482 shares; 2025Q2: 1,440 shares; 2025Q3: 1,381 shares; 2025Q4: 1,273 shares 1,273 $437K 0.07% -108 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,711 shares; 2024Q4: 12,225 shares; 2025Q1: 11,680 shares; 2025Q2: 11,680 shares; 2025Q3: 11,166 shares; 2025Q4: 11,123 shares 11,123 $436K 0.07% -43 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: 295 shares; 2024Q4: 295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 965 shares 965 $436K 0.07% +245 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: 6,200 shares; 2024Q4: 6,295 shares; 2025Q1: 6,260 shares; 2025Q2: 6,152 shares; 2025Q3: 5,996 shares; 2025Q4: 5,670 shares 5,670 $425K 0.07% -326 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,351 shares; 2025Q1: 9,047 shares; 2025Q2: 9,047 shares; 2025Q3: 8,554 shares; 2025Q4: 8,114 shares 8,114 $424K 0.07% -440 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,515 shares; 2025Q4: 7,667 shares 7,667 $423K 0.07% +152 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 3,851 shares; 2025Q1: 3,769 shares; 2025Q2: 3,314 shares; 2025Q3: 2,606 shares; 2025Q4: 2,451 shares 2,451 $421K 0.07% -155 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,598 shares; 2025Q4: 8,237 shares 8,237 $417K 0.07% +1,639 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 358 shares; 2025Q4: 435 shares 435 $417K 0.07% +77 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,101 shares; 2025Q1: 2,329 shares; 2025Q2: 2,349 shares; 2025Q3: 2,089 shares; 2025Q4: 2,485 shares 2,485 $416K 0.07% +396 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,575 shares; 2025Q1: not reported; 2025Q2: 4,949 shares; 2025Q3: 7,790 shares; 2025Q4: 7,934 shares 7,934 $411K 0.07% +144 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,895 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,521 shares; 2025Q4: 13,087 shares 13,087 $410K 0.07% +5,566 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: 15,866 shares; 2024Q4: 18,153 shares; 2025Q1: 17,900 shares; 2025Q2: 15,502 shares; 2025Q3: 12,616 shares; 2025Q4: 7,019 shares 7,019 $409K 0.07% -5,597 Timeline QDPL 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: 7,767 shares; 2025Q4: 9,632 shares 9,632 $408K 0.07% +1,865 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 3,264 shares; 2025Q1: 3,286 shares; 2025Q2: 2,586 shares; 2025Q3: 2,633 shares; 2025Q4: 2,517 shares 2,517 $406K 0.07% -116 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 1,025 shares; 2025Q1: 1,042 shares; 2025Q2: 1,067 shares; 2025Q3: 975 shares; 2025Q4: 1,162 shares 1,162 $396K 0.07% +187 Timeline AOR 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: 5,683 shares; 2025Q3: 5,835 shares; 2025Q4: 5,895 shares 5,895 $393K 0.07% +60 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,577 shares; 2024Q4: 10,750 shares; 2025Q1: 11,167 shares; 2025Q2: 9,124 shares; 2025Q3: 10,186 shares; 2025Q4: 12,334 shares 12,334 $392K 0.07% +2,148 Timeline TJUL 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: 19,837 shares; 2024Q4: 24,107 shares; 2025Q1: 13,895 shares; 2025Q2: 13,763 shares; 2025Q3: 13,255 shares; 2025Q4: 12,891 shares 12,891 $382K 0.07% -364 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: 4,772 shares; 2025Q4: 6,021 shares 6,021 $379K 0.06% +1,249 Timeline XUSP 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: 7,480 shares; 2024Q4: 7,633 shares; 2025Q1: 5,963 shares; 2025Q2: 5,963 shares; 2025Q3: 7,895 shares; 2025Q4: 7,903 shares 7,903 $373K 0.06% +8 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,874 shares 30,874 $366K 0.06% new Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,432 shares; 2025Q1: 2,429 shares; 2025Q2: 2,445 shares; 2025Q3: 2,429 shares; 2025Q4: 2,429 shares 2,429 $364K 0.06% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 4,939 shares 4,939 $363K 0.06% new Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,583 shares; 2024Q4: 5,018 shares; 2025Q1: 11,722 shares; 2025Q2: 7,951 shares; 2025Q3: 10,080 shares; 2025Q4: 8,241 shares 8,241 $359K 0.06% -1,839 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,866 shares; 2024Q4: 18,810 shares; 2025Q1: 21,109 shares; 2025Q2: 16,329 shares; 2025Q3: 14,573 shares; 2025Q4: 13,262 shares 13,262 $358K 0.06% -1,311 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 3,463 shares; 2025Q1: 3,719 shares; 2025Q2: 2,992 shares; 2025Q3: 2,959 shares; 2025Q4: 3,049 shares 3,049 $350K 0.06% +90 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 5,373 shares 5,373 $350K 0.06% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,658 shares; 2024Q4: 16,663 shares; 2025Q1: 14,757 shares; 2025Q2: 17,959 shares; 2025Q3: 22,965 shares; 2025Q4: 14,770 shares 14,770 $348K 0.06% -8,195 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,194 shares; 2024Q4: 6,130 shares; 2025Q1: 5,961 shares; 2025Q2: 5,844 shares; 2025Q3: 4,716 shares; 2025Q4: 4,399 shares 4,399 $345K 0.06% -317 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,558 shares; 2024Q4: 9,864 shares; 2025Q1: 9,447 shares; 2025Q2: 9,778 shares; 2025Q3: 11,321 shares; 2025Q4: 4,344 shares 4,344 $343K 0.06% -6,977 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 398 shares; 2025Q1: 403 shares; 2025Q2: 355 shares; 2025Q3: 351 shares; 2025Q4: 373 shares 373 $342K 0.06% +22 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,107 shares; 2024Q4: 7,306 shares; 2025Q1: 6,262 shares; 2025Q2: 6,249 shares; 2025Q3: 6,404 shares; 2025Q4: 8,684 shares 8,684 $339K 0.06% +2,280 Timeline XDQQ 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: 10,976 shares; 2024Q4: 10,903 shares; 2025Q1: 10,886 shares; 2025Q2: 10,714 shares; 2025Q3: 9,811 shares; 2025Q4: 8,570 shares 8,570 $333K 0.06% -1,241 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE 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: 901 shares; 2025Q4: 1,110 shares 1,110 $324K 0.06% +209 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 8,000 shares; 2025Q1: 7,769 shares; 2025Q2: 7,540 shares; 2025Q3: 6,791 shares; 2025Q4: 6,897 shares 6,897 $322K 0.05% +106 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,273 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 1,283 shares; 2025Q4: 1,286 shares 1,286 $319K 0.05% +3 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: 5,513 shares; 2024Q4: 3,259 shares; 2025Q1: 3,388 shares; 2025Q2: 4,452 shares; 2025Q3: 3,409 shares; 2025Q4: 2,970 shares 2,970 $319K 0.05% -439 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,052 shares; 2025Q1: 1,090 shares; 2025Q2: 1,062 shares; 2025Q3: 1,007 shares; 2025Q4: 992 shares 992 $312K 0.05% -15 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 5,713 shares; 2025Q1: 5,744 shares; 2025Q2: 5,719 shares; 2025Q3: 5,176 shares; 2025Q4: 5,123 shares 5,123 $311K 0.05% -53 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,474 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,803 shares 9,803 $311K 0.05% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 1,440 shares; 2025Q1: 1,134 shares; 2025Q2: 1,130 shares; 2025Q3: 1,012 shares; 2025Q4: 935 shares 935 $310K 0.05% -77 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,681 shares; 2024Q4: 2,719 shares; 2025Q1: 2,750 shares; 2025Q2: 2,435 shares; 2025Q3: 2,495 shares; 2025Q4: 2,452 shares 2,452 $310K 0.05% -43 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,815 shares; 2025Q1: 4,375 shares; 2025Q2: 4,483 shares; 2025Q3: 4,890 shares; 2025Q4: 3,163 shares 3,163 $308K 0.05% -1,727 Timeline APRJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,575 shares; 2024Q4: 11,739 shares; 2025Q1: 11,907 shares; 2025Q2: 11,907 shares; 2025Q3: 12,205 shares; 2025Q4: 12,358 shares 12,358 $306K 0.05% +153 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 3,550 shares; 2025Q1: 3,495 shares; 2025Q2: 2,761 shares; 2025Q3: 1,695 shares; 2025Q4: 1,875 shares 1,875 $305K 0.05% +180 Timeline UFEB 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: 12,104 shares; 2025Q2: 12,007 shares; 2025Q3: 8,255 shares; 2025Q4: 8,255 shares 8,255 $305K 0.05% 0 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 5,829 shares; 2025Q1: 5,848 shares; 2025Q2: 5,614 shares; 2025Q3: 4,981 shares; 2025Q4: 6,520 shares 6,520 $304K 0.05% +1,539 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: 697 shares; 2024Q4: 1,292 shares; 2025Q1: 926 shares; 2025Q2: 870 shares; 2025Q3: 917 shares; 2025Q4: 784 shares 784 $303K 0.05% -133 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: 7,836 shares 7,836 $301K 0.05% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,735 shares; 2025Q2: 1,408 shares; 2025Q3: 1,391 shares; 2025Q4: 1,154 shares 1,154 $300K 0.05% -237 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,145 shares; 2025Q1: 1,243 shares; 2025Q2: not reported; 2025Q3: 1,214 shares; 2025Q4: 1,683 shares 1,683 $299K 0.05% +469 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: 1,078 shares; 2024Q4: 1,095 shares; 2025Q1: 1,235 shares; 2025Q2: 955 shares; 2025Q3: 895 shares; 2025Q4: 896 shares 896 $281K 0.05% +1 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,756 shares; 2024Q4: 5,661 shares; 2025Q1: 4,847 shares; 2025Q2: 5,382 shares; 2025Q3: 5,139 shares; 2025Q4: 5,632 shares 5,632 $280K 0.05% +493 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: 5,583 shares; 2024Q4: 8,213 shares; 2025Q1: 8,327 shares; 2025Q2: 7,408 shares; 2025Q3: 7,257 shares; 2025Q4: 5,936 shares 5,936 $279K 0.05% -1,321 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,747 shares 2,747 $278K 0.05% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE 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: 915 shares; 2025Q3: 2,312 shares; 2025Q4: 2,314 shares 2,314 $277K 0.05% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230 shares; 2025Q4: 195 shares 195 $274K 0.05% -35 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,359 shares; 2025Q1: 7,996 shares; 2025Q2: 7,716 shares; 2025Q3: not reported; 2025Q4: 9,117 shares 9,117 $263K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,149 shares; 2025Q1: not reported; 2025Q2: 476 shares; 2025Q3: 574 shares; 2025Q4: 581 shares 581 $261K 0.04% +7 Timeline UDEC 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: 13,843 shares; 2025Q1: 6,056 shares; 2025Q2: 7,031 shares; 2025Q3: 6,595 shares; 2025Q4: 6,583 shares 6,583 $261K 0.04% -12 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,142 shares; 2025Q1: 1,189 shares; 2025Q2: 1,113 shares; 2025Q3: not reported; 2025Q4: 1,063 shares 1,063 $255K 0.04% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,466 shares 2,466 $255K 0.04% new Timeline MAGS LISTED FDS TR More: the full row for LISTED 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: 6,915 shares; 2025Q2: 4,439 shares; 2025Q3: 4,057 shares; 2025Q4: 4,091 shares 4,091 $253K 0.04% +34 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,933 shares; 2024Q4: 21,795 shares; 2025Q1: 24,133 shares; 2025Q2: 23,850 shares; 2025Q3: 21,398 shares; 2025Q4: 5,148 shares 5,148 $251K 0.04% -16,250 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,093 shares 1,093 $251K 0.04% new Timeline IBDT 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: 15,707 shares; 2025Q2: 11,745 shares; 2025Q3: 10,181 shares; 2025Q4: 9,795 shares 9,795 $250K 0.04% -386 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: 3,219 shares; 2025Q2: 1,870 shares; 2025Q3: 1,723 shares; 2025Q4: 1,593 shares 1,593 $249K 0.04% -130 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,537 shares; 2024Q4: 7,686 shares; 2025Q1: 9,214 shares; 2025Q2: 9,974 shares; 2025Q3: 10,188 shares; 2025Q4: 9,025 shares 9,025 $248K 0.04% -1,163 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: 2,770 shares; 2024Q4: 2,770 shares; 2025Q1: not reported; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,770 shares 2,770 $246K 0.04% 0 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: 52,590 shares; 2024Q4: 30,758 shares; 2025Q1: 28,915 shares; 2025Q2: 28,993 shares; 2025Q3: 8,286 shares; 2025Q4: 4,852 shares 4,852 $246K 0.04% -3,434 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: 2,793 shares; 2024Q4: 2,713 shares; 2025Q1: not reported; 2025Q2: 2,461 shares; 2025Q3: 2,403 shares; 2025Q4: 4,542 shares 4,542 $245K 0.04% +2,139 Timeline SPAB 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: 10,370 shares; 2024Q4: 10,056 shares; 2025Q1: 9,062 shares; 2025Q2: 9,625 shares; 2025Q3: 9,371 shares; 2025Q4: 9,378 shares 9,378 $243K 0.04% +7 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: 186 shares; 2024Q4: 186 shares; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 1,344 shares; 2025Q4: 1,207 shares 1,207 $243K 0.04% -137 Timeline BBCA 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: 7,078 shares; 2024Q4: 3,774 shares; 2025Q1: 4,017 shares; 2025Q2: 4,839 shares; 2025Q3: 3,319 shares; 2025Q4: 2,555 shares 2,555 $243K 0.04% -764 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: 3,637 shares; 2024Q4: 3,637 shares; 2025Q1: 3,637 shares; 2025Q2: 3,637 shares; 2025Q3: 3,633 shares; 2025Q4: 3,632 shares 3,632 $242K 0.04% -1 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 5,494 shares; 2025Q1: 5,318 shares; 2025Q2: 5,118 shares; 2025Q3: 4,914 shares; 2025Q4: 4,663 shares 4,663 $242K 0.04% -251 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 771 shares; 2025Q1: 779 shares; 2025Q2: 788 shares; 2025Q3: 812 shares; 2025Q4: 701 shares 701 $233K 0.04% -111 Timeline ZJUL 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: 20,749 shares; 2024Q4: 20,749 shares; 2025Q1: 15,185 shares; 2025Q2: 15,220 shares; 2025Q3: 20,492 shares; 2025Q4: 7,764 shares 7,764 $227K 0.04% -12,728 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,026 shares; 2025Q4: 2,035 shares 2,035 $226K 0.04% +9 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 174 shares 174 $226K 0.04% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 442 shares 442 $225K 0.04% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,691 shares; 2024Q4: 31,299 shares; 2025Q1: 29,670 shares; 2025Q2: 29,162 shares; 2025Q3: 31,560 shares; 2025Q4: 3,859 shares 3,859 $223K 0.04% -27,701 Timeline EEM 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: 3,595 shares 3,595 $219K 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,201 shares; 2025Q1: 3,211 shares; 2025Q2: 3,133 shares; 2025Q3: 2,810 shares; 2025Q4: 3,071 shares 3,071 $219K 0.04% +261 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,960 shares 5,960 $218K 0.04% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,368 shares; 2025Q3: 3,370 shares; 2025Q4: 3,420 shares 3,420 $217K 0.04% +50 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,618 shares; 2025Q4: 2,089 shares 2,089 $215K 0.04% -529 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: 4,508 shares; 2025Q2: 2,051 shares; 2025Q3: not reported; 2025Q4: 2,131 shares 2,131 $214K 0.04% new Timeline QUS 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: 1,180 shares; 2025Q4: 1,188 shares 1,188 $211K 0.04% +8 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 519 shares 519 $211K 0.04% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,833 shares; 2025Q1: not reported; 2025Q2: 4,067 shares; 2025Q3: 3,972 shares; 2025Q4: 3,987 shares 3,987 $210K 0.04% +15 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 2,261 shares 2,261 $210K 0.04% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,621 shares; 2024Q4: 2,642 shares; 2025Q1: 2,539 shares; 2025Q2: not reported; 2025Q3: 2,387 shares; 2025Q4: 1,738 shares 1,738 $207K 0.04% -649 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,761 shares; 2025Q4: 4,761 shares 4,761 $206K 0.04% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,644 shares; 2025Q3: not reported; 2025Q4: 2,290 shares 2,290 $206K 0.04% new Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,211 shares 10,211 $205K 0.04% +211 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,052 shares 3,052 $205K 0.04% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 896 shares 896 $205K 0.03% new Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,592 shares 5,592 $203K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 6,238 shares; 2025Q1: 5,198 shares; 2025Q2: 4,245 shares; 2025Q3: not reported; 2025Q4: 4,289 shares 4,289 $202K 0.03% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,258 shares 3,258 $202K 0.03% new Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,023 shares 6,023 $201K 0.03% new Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,848 shares; 2025Q4: 12,848 shares 12,848 $169K 0.03% 0 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,938 shares; 2024Q4: 11,783 shares; 2025Q1: 12,119 shares; 2025Q2: 15,461 shares; 2025Q3: 15,572 shares; 2025Q4: 15,489 shares 15,489 $118K 0.02% -83 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,396 shares; 2025Q1: 14,396 shares; 2025Q2: 14,466 shares; 2025Q3: 14,396 shares; 2025Q4: 14,396 shares 14,396 $95.3K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,500 shares; 2025Q4: 18,000 shares 18,000 $76.9K 0.01% +7,500 Timeline PYXS PYXIS ONCOLOGY INC More: the full row for PYXIS ONCOLOGY 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: 21,959 shares 21,959 $29.6K 0.01% new Timeline