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: 1,797,532 shares; 2025Q2: 1,710,919 shares; 2025Q3: 1,720,748 shares; 2025Q4: 1,378,198 shares 1,378,198 $104M 5.81% -342,550 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: 179,823 shares; 2024Q4: 183,144 shares; 2025Q1: 167,606 shares; 2025Q2: 166,332 shares; 2025Q3: 167,297 shares; 2025Q4: 144,978 shares 144,978 $99.3M 5.55% -22,319 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355,457 shares; 2024Q4: 1,550,144 shares; 2025Q1: 1,905,268 shares; 2025Q2: 1,998,346 shares; 2025Q3: 2,113,419 shares; 2025Q4: 2,140,215 shares 2,140,215 $98.5M 5.51% +26,796 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,104 shares; 2024Q4: 310,196 shares; 2025Q1: 303,752 shares; 2025Q2: 303,806 shares; 2025Q3: 302,543 shares; 2025Q4: 252,707 shares 252,707 $94.4M 5.27% -49,836 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: 640,130 shares; 2024Q4: 631,509 shares; 2025Q1: 627,658 shares; 2025Q2: 643,508 shares; 2025Q3: 647,528 shares; 2025Q4: 601,023 shares 601,023 $60M 3.35% -46,505 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: 840,305 shares; 2024Q4: 894,189 shares; 2025Q1: 857,122 shares; 2025Q2: 853,785 shares; 2025Q3: 851,775 shares; 2025Q4: 647,233 shares 647,233 $57.9M 3.24% -204,542 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: 1,865,928 shares; 2024Q4: 1,921,183 shares; 2025Q1: 1,015,961 shares; 2025Q2: 999,160 shares; 2025Q3: 977,845 shares; 2025Q4: 838,536 shares 838,536 $52.4M 2.93% -139,309 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 459,243 shares; 2025Q2: 461,073 shares; 2025Q3: 444,445 shares; 2025Q4: 368,249 shares 368,249 $38.3M 2.14% -76,196 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,214 shares; 2024Q4: 16,317 shares; 2025Q1: 286,010 shares; 2025Q2: 317,019 shares; 2025Q3: 322,162 shares; 2025Q4: 256,654 shares 256,654 $36.2M 2.02% -65,508 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: 145,453 shares; 2024Q4: 142,281 shares; 2025Q1: 139,860 shares; 2025Q2: 141,071 shares; 2025Q3: 137,908 shares; 2025Q4: 130,670 shares 130,670 $35.5M 1.99% -7,238 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235,004 shares; 2024Q4: 1,305,646 shares; 2025Q1: 1,898,824 shares; 2025Q2: 1,928,333 shares; 2025Q3: 1,975,529 shares; 2025Q4: 1,387,013 shares 1,387,013 $31.9M 1.78% -588,516 Timeline DFAI 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: 824,882 shares 824,882 $31.4M 1.76% new 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: 101,036 shares; 2024Q4: 97,260 shares; 2025Q1: 90,323 shares; 2025Q2: 90,884 shares; 2025Q3: 85,444 shares; 2025Q4: 79,606 shares 79,606 $27.6M 1.54% -5,838 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: 284,622 shares; 2024Q4: 273,206 shares; 2025Q1: 153,831 shares; 2025Q2: 147,767 shares; 2025Q3: 143,183 shares; 2025Q4: 122,922 shares 122,922 $26.1M 1.46% -20,261 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: 54,461 shares; 2024Q4: 53,926 shares; 2025Q1: 53,464 shares; 2025Q2: 52,996 shares; 2025Q3: 52,552 shares; 2025Q4: 49,928 shares 49,928 $23.6M 1.32% -2,624 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: 101,664 shares; 2024Q4: 86,029 shares; 2025Q1: 78,852 shares; 2025Q2: 98,635 shares; 2025Q3: 96,423 shares; 2025Q4: 160,963 shares 160,963 $23.2M 1.29% +64,540 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: 80,123 shares; 2024Q4: 78,843 shares; 2025Q1: 77,818 shares; 2025Q2: 80,297 shares; 2025Q3: 78,994 shares; 2025Q4: 73,432 shares 73,432 $23M 1.28% -5,562 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: 381,083 shares; 2024Q4: 398,473 shares; 2025Q1: 431,773 shares; 2025Q2: 426,320 shares; 2025Q3: 432,804 shares; 2025Q4: 328,977 shares 328,977 $22.1M 1.24% -103,827 Timeline IWL 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: 377,317 shares; 2024Q4: 365,416 shares; 2025Q1: 215,150 shares; 2025Q2: 207,352 shares; 2025Q3: 135,879 shares; 2025Q4: 129,261 shares 129,261 $22.1M 1.23% -6,618 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: 866,788 shares; 2024Q4: 882,140 shares; 2025Q1: 446,423 shares; 2025Q2: 391,030 shares; 2025Q3: 383,799 shares; 2025Q4: 299,207 shares 299,207 $21.7M 1.22% -84,592 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: 44,154 shares; 2024Q4: 44,280 shares; 2025Q1: 44,070 shares; 2025Q2: 46,875 shares; 2025Q3: 46,107 shares; 2025Q4: 43,371 shares 43,371 $21M 1.17% -2,736 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: 923,401 shares; 2024Q4: 956,262 shares; 2025Q1: 611,538 shares; 2025Q2: 584,198 shares; 2025Q3: 571,703 shares; 2025Q4: 445,359 shares 445,359 $20.1M 1.13% -126,344 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,118 shares; 2024Q4: 123,711 shares; 2025Q1: 124,836 shares; 2025Q2: 145,248 shares; 2025Q3: 152,156 shares; 2025Q4: 124,830 shares 124,830 $19.3M 1.08% -27,326 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,170 shares; 2024Q4: 277,387 shares; 2025Q1: 361,468 shares; 2025Q2: 356,555 shares; 2025Q3: 365,568 shares; 2025Q4: 292,127 shares 292,127 $19.3M 1.08% -73,441 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,456 shares; 2024Q4: 483,943 shares; 2025Q1: 517,950 shares; 2025Q2: 421,860 shares; 2025Q3: 414,427 shares; 2025Q4: 342,459 shares 342,459 $18.8M 1.05% -71,968 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 221,876 shares; 2025Q3: 221,778 shares; 2025Q4: 207,164 shares 207,164 $17.5M 0.98% -14,614 Timeline DFAE 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: 523,351 shares 523,351 $17M 0.95% new 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: 153,154 shares; 2024Q4: 159,344 shares; 2025Q1: 160,411 shares; 2025Q2: 150,354 shares; 2025Q3: 152,880 shares; 2025Q4: 138,649 shares 138,649 $16.7M 0.93% -14,231 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: 431,744 shares; 2025Q2: 449,484 shares; 2025Q3: 465,235 shares; 2025Q4: 310,310 shares 310,310 $15.5M 0.87% -154,925 Timeline USIG 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: 186,379 shares; 2024Q4: 197,426 shares; 2025Q1: 309,117 shares; 2025Q2: 317,283 shares; 2025Q3: 335,876 shares; 2025Q4: 295,969 shares 295,969 $15.3M 0.86% -39,907 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: 29,150 shares; 2024Q4: 72,065 shares; 2025Q1: 74,217 shares; 2025Q2: 78,033 shares; 2025Q3: 77,303 shares; 2025Q4: 77,912 shares 77,912 $14.5M 0.81% +609 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: 17,741 shares; 2024Q4: 17,463 shares; 2025Q1: 16,810 shares; 2025Q2: 17,251 shares; 2025Q3: 17,049 shares; 2025Q4: 16,659 shares 16,659 $14.4M 0.8% -390 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,331 shares; 2024Q4: 84,683 shares; 2025Q1: 83,858 shares; 2025Q2: 85,826 shares; 2025Q3: 85,550 shares; 2025Q4: 83,915 shares 83,915 $12.9M 0.72% -1,635 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,180 shares; 2024Q4: 18,107 shares; 2025Q1: 18,108 shares; 2025Q2: 18,685 shares; 2025Q3: 18,515 shares; 2025Q4: 17,905 shares 17,905 $11.9M 0.66% -610 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: 20,576 shares; 2024Q4: 20,386 shares; 2025Q1: 20,385 shares; 2025Q2: 20,901 shares; 2025Q3: 20,701 shares; 2025Q4: 20,762 shares 20,762 $11.9M 0.66% +61 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: 13,687 shares; 2024Q4: 13,748 shares; 2025Q1: 13,949 shares; 2025Q2: 14,549 shares; 2025Q3: 14,335 shares; 2025Q4: 14,102 shares 14,102 $11.6M 0.65% -233 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,841 shares; 2024Q4: 198,644 shares; 2025Q1: 178,042 shares; 2025Q2: 172,190 shares; 2025Q3: 169,644 shares; 2025Q4: 155,108 shares 155,108 $11.5M 0.64% -14,536 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: 48,175 shares; 2024Q4: 47,931 shares; 2025Q1: 48,896 shares; 2025Q2: 50,744 shares; 2025Q3: 50,439 shares; 2025Q4: 49,281 shares 49,281 $11.4M 0.64% -1,158 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,932 shares; 2024Q4: 8,899 shares; 2025Q1: 8,713 shares; 2025Q2: 128,843 shares; 2025Q3: 126,027 shares; 2025Q4: 124,581 shares 124,581 $11.4M 0.63% -1,446 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,256 shares; 2024Q4: 20,755 shares; 2025Q1: 20,526 shares; 2025Q2: 20,822 shares; 2025Q3: 20,958 shares; 2025Q4: 20,379 shares 20,379 $10.9M 0.61% -579 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: 5,859 shares; 2024Q4: 13,787 shares; 2025Q1: 15,013 shares; 2025Q2: 15,307 shares; 2025Q3: 15,621 shares; 2025Q4: 15,771 shares 15,771 $10.4M 0.58% +150 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: 43,697 shares; 2024Q4: 43,746 shares; 2025Q1: 43,580 shares; 2025Q2: 45,391 shares; 2025Q3: 45,336 shares; 2025Q4: 45,435 shares 45,435 $9.98M 0.56% +99 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: 4,501 shares; 2024Q4: 5,303 shares; 2025Q1: 8,501 shares; 2025Q2: 10,894 shares; 2025Q3: 14,804 shares; 2025Q4: 15,327 shares 15,327 $9.61M 0.54% +523 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: 29,000 shares; 2024Q4: 28,895 shares; 2025Q1: 28,572 shares; 2025Q2: 28,873 shares; 2025Q3: 28,690 shares; 2025Q4: 27,860 shares 27,860 $9.59M 0.54% -830 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: 18,443 shares; 2024Q4: 18,407 shares; 2025Q1: 18,658 shares; 2025Q2: 31,803 shares; 2025Q3: 31,563 shares; 2025Q4: 27,684 shares 27,684 $9.49M 0.53% -3,879 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,285 shares; 2024Q4: 22,620 shares; 2025Q1: 24,243 shares; 2025Q2: 26,152 shares; 2025Q3: 25,551 shares; 2025Q4: 25,444 shares 25,444 $9.16M 0.51% -107 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: 8,729 shares; 2024Q4: 8,908 shares; 2025Q1: 9,607 shares; 2025Q2: 9,802 shares; 2025Q3: 9,499 shares; 2025Q4: 95,276 shares 95,276 $8.93M 0.5% +85,777 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,461 shares; 2024Q4: 18,044 shares; 2025Q1: 16,986 shares; 2025Q2: 19,829 shares; 2025Q3: 19,929 shares; 2025Q4: 19,865 shares 19,865 $8.82M 0.49% -64 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: 19,384 shares; 2024Q4: 18,844 shares; 2025Q1: 18,567 shares; 2025Q2: 18,557 shares; 2025Q3: 18,475 shares; 2025Q4: 18,023 shares 18,023 $8.79M 0.49% -452 Timeline DFAT 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: 151,770 shares; 2024Q4: 159,827 shares; 2025Q1: 166,778 shares; 2025Q2: 170,130 shares; 2025Q3: 171,949 shares; 2025Q4: 146,836 shares 146,836 $8.74M 0.49% -25,113 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,669 shares; 2024Q4: 57,088 shares; 2025Q1: 58,559 shares; 2025Q2: 63,934 shares; 2025Q3: 63,583 shares; 2025Q4: 64,048 shares 64,048 $8.48M 0.47% +465 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: 17,582 shares; 2024Q4: 17,759 shares; 2025Q1: 18,412 shares; 2025Q2: 19,935 shares; 2025Q3: 19,685 shares; 2025Q4: 19,873 shares 19,873 $8.47M 0.47% +188 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,789 shares; 2024Q4: 31,241 shares; 2025Q1: 30,964 shares; 2025Q2: 32,419 shares; 2025Q3: 32,377 shares; 2025Q4: 32,335 shares 32,335 $8.37M 0.47% -42 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,808 shares; 2024Q4: 151,197 shares; 2025Q1: 109,784 shares; 2025Q2: 233,358 shares; 2025Q3: 230,443 shares; 2025Q4: 217,633 shares 217,633 $8.35M 0.47% -12,810 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 18,603 shares; 2025Q4: 19,547 shares 19,547 $8.25M 0.46% +944 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: 68,637 shares; 2024Q4: 78,095 shares; 2025Q1: 82,350 shares; 2025Q2: 112,153 shares; 2025Q3: 113,589 shares; 2025Q4: 180,363 shares 180,363 $8.06M 0.45% +66,774 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: 26,448 shares; 2024Q4: 26,037 shares; 2025Q1: 25,933 shares; 2025Q2: 26,884 shares; 2025Q3: 26,926 shares; 2025Q4: 24,703 shares 24,703 $7.96M 0.44% -2,223 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: 6,170 shares; 2024Q4: 6,259 shares; 2025Q1: 6,216 shares; 2025Q2: 6,180 shares; 2025Q3: 6,110 shares; 2025Q4: 7,206 shares 7,206 $7.74M 0.43% +1,096 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,019 shares; 2024Q4: 414,282 shares; 2025Q1: 357,843 shares; 2025Q2: 349,783 shares; 2025Q3: 344,193 shares; 2025Q4: 294,393 shares 294,393 $7.08M 0.4% -49,800 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,644 shares; 2024Q4: 77,438 shares; 2025Q1: 78,594 shares; 2025Q2: 77,538 shares; 2025Q3: 76,957 shares; 2025Q4: 76,656 shares 76,656 $6.9M 0.39% -301 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: 82,692 shares; 2024Q4: 87,702 shares; 2025Q1: 51,277 shares; 2025Q2: 50,674 shares; 2025Q3: 49,633 shares; 2025Q4: 71,740 shares 71,740 $6.83M 0.38% +22,107 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,521 shares; 2025Q4: 19,054 shares 19,054 $6.74M 0.38% +16,533 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,052 shares; 2024Q4: 88,788 shares; 2025Q1: 66,453 shares; 2025Q2: 74,588 shares; 2025Q3: 73,960 shares; 2025Q4: 69,660 shares 69,660 $6.69M 0.37% -4,300 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: 7,171 shares; 2024Q4: 7,168 shares; 2025Q1: 7,516 shares; 2025Q2: 7,511 shares; 2025Q3: 8,235 shares; 2025Q4: 19,856 shares 19,856 $6.68M 0.37% +11,621 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: 9,720 shares; 2024Q4: 9,603 shares; 2025Q1: 9,500 shares; 2025Q2: 10,708 shares; 2025Q3: 10,887 shares; 2025Q4: 10,606 shares 10,606 $6.52M 0.36% -281 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: 32,459 shares; 2024Q4: 32,247 shares; 2025Q1: 29,360 shares; 2025Q2: 28,824 shares; 2025Q3: 28,623 shares; 2025Q4: 25,335 shares 25,335 $6.24M 0.35% -3,288 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 40,350 shares; 2025Q4: 45,752 shares 45,752 $6.18M 0.35% +5,402 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: 40,930 shares; 2024Q4: 40,462 shares; 2025Q1: 40,444 shares; 2025Q2: 42,297 shares; 2025Q3: 42,015 shares; 2025Q4: 42,885 shares 42,885 $6.15M 0.34% +870 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,374 shares; 2024Q4: 92,156 shares; 2025Q1: 82,091 shares; 2025Q2: 90,733 shares; 2025Q3: 89,786 shares; 2025Q4: 82,473 shares 82,473 $6.07M 0.34% -7,313 Timeline AIQ 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: not reported; 2025Q4: 118,077 shares 118,077 $6.01M 0.34% new Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,508 shares; 2025Q4: 106,635 shares 106,635 $5.91M 0.33% -18,873 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: 9,334 shares; 2024Q4: 9,154 shares; 2025Q1: 9,060 shares; 2025Q2: 10,307 shares; 2025Q3: 10,055 shares; 2025Q4: 9,909 shares 9,909 $5.68M 0.32% -146 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 10,106 shares; 2025Q1: 10,156 shares; 2025Q2: 22,256 shares; 2025Q3: 21,993 shares; 2025Q4: 21,415 shares 21,415 $5.52M 0.31% -578 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: 21,232 shares; 2024Q4: 21,250 shares; 2025Q1: 22,026 shares; 2025Q2: 24,102 shares; 2025Q3: 24,033 shares; 2025Q4: 24,042 shares 24,042 $5.49M 0.31% +9 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,304 shares; 2024Q4: 89,554 shares; 2025Q1: 79,627 shares; 2025Q2: 77,961 shares; 2025Q3: 76,333 shares; 2025Q4: 68,064 shares 68,064 $5.46M 0.31% -8,269 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: 34,057 shares; 2024Q4: 33,286 shares; 2025Q1: 33,300 shares; 2025Q2: 33,504 shares; 2025Q3: 38,160 shares; 2025Q4: 35,253 shares 35,253 $5.05M 0.28% -2,907 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: 41,545 shares; 2024Q4: 41,146 shares; 2025Q1: 37,372 shares; 2025Q2: 35,685 shares; 2025Q3: 35,613 shares; 2025Q4: 33,161 shares 33,161 $4.94M 0.28% -2,452 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,215 shares 80,215 $4.88M 0.27% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN 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: 27,173 shares; 2025Q3: 31,506 shares; 2025Q4: 29,363 shares 29,363 $4.76M 0.27% -2,143 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,209 shares; 2024Q4: 210,831 shares; 2025Q1: 72,581 shares; 2025Q2: 80,984 shares; 2025Q3: 82,278 shares; 2025Q4: 85,677 shares 85,677 $4.49M 0.25% +3,399 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,334 shares; 2024Q4: 10,314 shares; 2025Q1: 10,255 shares; 2025Q2: 10,863 shares; 2025Q3: 4,486 shares; 2025Q4: 4,442 shares 4,442 $4.48M 0.25% -44 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: 30,413 shares; 2024Q4: 30,765 shares; 2025Q1: 32,477 shares; 2025Q2: 36,771 shares; 2025Q3: 35,758 shares; 2025Q4: 35,424 shares 35,424 $4.11M 0.23% -334 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,590 shares; 2024Q4: 21,411 shares; 2025Q1: 20,558 shares; 2025Q2: 20,048 shares; 2025Q3: 19,705 shares; 2025Q4: 18,980 shares 18,980 $3.99M 0.22% -725 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: 19,176 shares; 2024Q4: 19,592 shares; 2025Q1: 20,136 shares; 2025Q2: 19,279 shares; 2025Q3: 19,041 shares; 2025Q4: 19,147 shares 19,147 $3.96M 0.22% +106 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: 12,509 shares; 2024Q4: 12,440 shares; 2025Q1: 12,898 shares; 2025Q2: 12,784 shares; 2025Q3: 12,764 shares; 2025Q4: 12,954 shares 12,954 $3.96M 0.22% +190 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: 315,484 shares; 2024Q4: 320,129 shares; 2025Q1: 48,140 shares; 2025Q2: 40,641 shares; 2025Q3: 38,131 shares; 2025Q4: 34,207 shares 34,207 $3.9M 0.22% -3,924 Timeline ACWI 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: 1,867 shares; 2024Q4: 1,849 shares; 2025Q1: 2,316 shares; 2025Q2: 30,072 shares; 2025Q3: 30,023 shares; 2025Q4: 27,300 shares 27,300 $3.86M 0.22% -2,723 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: 21,121 shares; 2024Q4: 20,345 shares; 2025Q1: 21,012 shares; 2025Q2: 24,014 shares; 2025Q3: 24,644 shares; 2025Q4: 25,241 shares 25,241 $3.85M 0.21% +597 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: 6,595 shares; 2024Q4: 6,652 shares; 2025Q1: 6,682 shares; 2025Q2: 7,363 shares; 2025Q3: 7,428 shares; 2025Q4: 7,597 shares 7,597 $3.67M 0.21% +169 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,884 shares; 2024Q4: 18,578 shares; 2025Q1: 18,433 shares; 2025Q2: 21,056 shares; 2025Q3: 20,646 shares; 2025Q4: 20,476 shares 20,476 $3.64M 0.2% -170 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,751 shares; 2024Q4: 35,264 shares; 2025Q1: 33,098 shares; 2025Q2: 32,231 shares; 2025Q3: 30,010 shares; 2025Q4: 26,441 shares 26,441 $3.62M 0.2% -3,569 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: 12,846 shares; 2024Q4: 12,777 shares; 2025Q1: 13,454 shares; 2025Q2: 13,765 shares; 2025Q3: 14,282 shares; 2025Q4: 14,573 shares 14,573 $3.51M 0.2% +291 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,013 shares; 2025Q2: 76,608 shares; 2025Q3: 131,890 shares; 2025Q4: 135,054 shares 135,054 $3.25M 0.18% +3,164 Timeline FNOV 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: 60,465 shares; 2024Q4: 61,386 shares; 2025Q1: 61,386 shares; 2025Q2: 61,386 shares; 2025Q3: 61,386 shares; 2025Q4: 58,051 shares 58,051 $3.18M 0.18% -3,335 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,557 shares; 2024Q4: 11,434 shares; 2025Q1: 11,157 shares; 2025Q2: 10,987 shares; 2025Q3: 10,926 shares; 2025Q4: 10,524 shares 10,524 $3.18M 0.18% -402 Timeline IGRO 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: 35,018 shares; 2025Q2: 36,473 shares; 2025Q3: 38,382 shares; 2025Q4: 38,240 shares 38,240 $3.17M 0.18% -142 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,326 shares; 2024Q4: 8,628 shares; 2025Q1: 6,170 shares; 2025Q2: 6,172 shares; 2025Q3: 7,004 shares; 2025Q4: 20,532 shares 20,532 $3.14M 0.18% +13,528 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: 30,124 shares; 2024Q4: 31,194 shares; 2025Q1: 33,783 shares; 2025Q2: 33,925 shares; 2025Q3: 37,535 shares; 2025Q4: 38,726 shares 38,726 $3.11M 0.17% +1,191 Timeline IJS 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: 30,066 shares; 2024Q4: 27,847 shares; 2025Q1: 26,176 shares; 2025Q2: 29,932 shares; 2025Q3: 28,607 shares; 2025Q4: 27,183 shares 27,183 $3.09M 0.17% -1,424 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: 38,873 shares; 2024Q4: 41,952 shares; 2025Q1: 37,479 shares; 2025Q2: 34,986 shares; 2025Q3: 34,956 shares; 2025Q4: 31,940 shares 31,940 $3.04M 0.17% -3,016 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,454 shares; 2024Q4: 11,380 shares; 2025Q1: 11,713 shares; 2025Q2: 11,462 shares; 2025Q3: 11,402 shares; 2025Q4: 11,632 shares 11,632 $2.99M 0.17% +230 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,779 shares; 2024Q4: 26,726 shares; 2025Q1: 27,621 shares; 2025Q2: 34,857 shares; 2025Q3: 33,709 shares; 2025Q4: 30,453 shares 30,453 $2.93M 0.16% -3,256 Timeline DFIV 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: 28,635 shares; 2025Q1: 26,160 shares; 2025Q2: 63,499 shares; 2025Q3: 63,684 shares; 2025Q4: 58,238 shares 58,238 $2.91M 0.16% -5,446 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,215 shares; 2024Q4: 13,815 shares; 2025Q1: 12,302 shares; 2025Q2: 11,980 shares; 2025Q3: 11,151 shares; 2025Q4: 10,802 shares 10,802 $2.9M 0.16% -349 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,884 shares; 2025Q2: 54,237 shares; 2025Q3: 55,772 shares; 2025Q4: 60,357 shares 60,357 $2.89M 0.16% +4,585 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: 27,971 shares 27,971 $2.84M 0.16% 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: 15,892 shares; 2024Q4: 15,725 shares; 2025Q1: 15,250 shares; 2025Q2: 14,850 shares; 2025Q3: 13,683 shares; 2025Q4: 13,347 shares 13,347 $2.83M 0.16% -336 Timeline IEI 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: 23,651 shares 23,651 $2.82M 0.16% new 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: 5,073 shares; 2024Q4: 5,077 shares; 2025Q1: 5,970 shares; 2025Q2: 21,332 shares; 2025Q3: 22,095 shares; 2025Q4: 21,824 shares 21,824 $2.73M 0.15% -271 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: 18,251 shares; 2024Q4: 16,306 shares; 2025Q1: 14,979 shares; 2025Q2: 14,547 shares; 2025Q3: 14,597 shares; 2025Q4: 13,472 shares 13,472 $2.68M 0.15% -1,125 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: 21,260 shares; 2024Q4: 20,011 shares; 2025Q1: 22,676 shares; 2025Q2: 21,656 shares; 2025Q3: 23,325 shares; 2025Q4: 25,091 shares 25,091 $2.64M 0.15% +1,766 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: 8,548 shares; 2024Q4: 8,337 shares; 2025Q1: 7,764 shares; 2025Q2: 7,399 shares; 2025Q3: 7,434 shares; 2025Q4: 7,395 shares 7,395 $2.59M 0.14% -39 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: 82,118 shares; 2024Q4: 81,367 shares; 2025Q1: 67,970 shares; 2025Q2: 73,350 shares; 2025Q3: 71,379 shares; 2025Q4: 54,382 shares 54,382 $2.55M 0.14% -16,997 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,314 shares; 2024Q4: not reported; 2025Q1: 3,314 shares; 2025Q2: 32,297 shares; 2025Q3: 33,034 shares; 2025Q4: 36,448 shares 36,448 $2.45M 0.14% +3,414 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,415 shares 62,415 $2.41M 0.13% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,071 shares; 2024Q4: 12,022 shares; 2025Q1: 12,299 shares; 2025Q2: 14,323 shares; 2025Q3: 13,883 shares; 2025Q4: 13,838 shares 13,838 $2.4M 0.13% -45 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,455 shares; 2024Q4: 33,455 shares; 2025Q1: 33,455 shares; 2025Q2: 31,999 shares; 2025Q3: 32,107 shares; 2025Q4: 32,107 shares 32,107 $2.19M 0.12% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,261 shares; 2024Q4: 55,089 shares; 2025Q1: 47,818 shares; 2025Q2: 38,137 shares; 2025Q3: 37,137 shares; 2025Q4: 36,219 shares 36,219 $2.18M 0.12% -918 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,545 shares; 2024Q4: 7,470 shares; 2025Q1: 7,822 shares; 2025Q2: 7,923 shares; 2025Q3: 8,660 shares; 2025Q4: 8,820 shares 8,820 $2.17M 0.12% +160 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: 3,676 shares; 2024Q4: 3,687 shares; 2025Q1: 3,182 shares; 2025Q2: 3,310 shares; 2025Q3: 3,270 shares; 2025Q4: 3,142 shares 3,142 $2.14M 0.12% -128 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: 29,428 shares; 2024Q4: 27,382 shares; 2025Q1: 24,055 shares; 2025Q2: 23,937 shares; 2025Q3: 24,004 shares; 2025Q4: 25,057 shares 25,057 $2.11M 0.12% +1,053 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,764 shares; 2025Q1: 4,671 shares; 2025Q2: 21,473 shares; 2025Q3: 21,649 shares; 2025Q4: 22,535 shares 22,535 $2.1M 0.12% +886 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,354 shares; 2024Q4: 27,348 shares; 2025Q1: 29,739 shares; 2025Q2: 29,919 shares; 2025Q3: 29,902 shares; 2025Q4: 29,971 shares 29,971 $2.08M 0.12% +69 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,566 shares; 2025Q1: 18,535 shares; 2025Q2: 41,497 shares; 2025Q3: 43,124 shares; 2025Q4: 40,367 shares 40,367 $2.05M 0.11% -2,757 Timeline SHY 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: 24,494 shares 24,494 $2.03M 0.11% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,419 shares; 2025Q2: 19,176 shares; 2025Q3: 19,176 shares; 2025Q4: 52,134 shares 52,134 $2.02M 0.11% +32,958 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: 10,322 shares; 2024Q4: 10,322 shares; 2025Q1: 10,113 shares; 2025Q2: 10,113 shares; 2025Q3: 10,058 shares; 2025Q4: 10,292 shares 10,292 $1.97M 0.11% +234 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 3,151 shares; 2025Q3: 3,111 shares; 2025Q4: 3,111 shares 3,111 $1.88M 0.1% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,268 shares; 2025Q2: 81,211 shares; 2025Q3: 79,831 shares; 2025Q4: 57,420 shares 57,420 $1.87M 0.1% -22,411 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,967 shares; 2024Q4: 23,654 shares; 2025Q1: 25,031 shares; 2025Q2: 33,361 shares; 2025Q3: 33,005 shares; 2025Q4: 34,196 shares 34,196 $1.84M 0.1% +1,191 Timeline FDEC 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: 30,716 shares; 2024Q4: 34,931 shares; 2025Q1: 34,931 shares; 2025Q2: 34,931 shares; 2025Q3: 34,931 shares; 2025Q4: 34,931 shares 34,931 $1.79M 0.1% 0 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: 66,346 shares; 2024Q4: 62,350 shares; 2025Q1: 58,504 shares; 2025Q2: 57,810 shares; 2025Q3: 56,762 shares; 2025Q4: 40,045 shares 40,045 $1.78M 0.1% -16,717 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: 7,897 shares; 2025Q3: 8,312 shares; 2025Q4: 8,640 shares 8,640 $1.75M 0.1% +328 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: 8,696 shares; 2025Q3: 8,945 shares; 2025Q4: 8,156 shares 8,156 $1.7M 0.1% -789 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: 2,092 shares; 2024Q4: 2,093 shares; 2025Q1: 2,070 shares; 2025Q2: 2,044 shares; 2025Q3: 5,364 shares; 2025Q4: 6,353 shares 6,353 $1.67M 0.09% +989 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: 16,203 shares; 2024Q4: 15,961 shares; 2025Q1: 14,707 shares; 2025Q2: 14,718 shares; 2025Q3: 14,593 shares; 2025Q4: 14,806 shares 14,806 $1.65M 0.09% +213 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: 5,726 shares; 2024Q4: 5,787 shares; 2025Q1: 5,787 shares; 2025Q2: 5,383 shares; 2025Q3: 5,780 shares; 2025Q4: 5,256 shares 5,256 $1.65M 0.09% -524 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,178 shares; 2024Q4: 16,197 shares; 2025Q1: 16,217 shares; 2025Q2: 13,715 shares; 2025Q3: 13,734 shares; 2025Q4: 13,756 shares 13,756 $1.64M 0.09% +22 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: 6,006 shares; 2024Q4: 5,909 shares; 2025Q1: 5,715 shares; 2025Q2: 5,195 shares; 2025Q3: 5,137 shares; 2025Q4: 4,835 shares 4,835 $1.62M 0.09% -302 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,043 shares; 2024Q4: 41,608 shares; 2025Q1: 40,487 shares; 2025Q2: 39,302 shares; 2025Q3: 36,512 shares; 2025Q4: 35,032 shares 35,032 $1.61M 0.09% -1,480 Timeline IWO 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: 5,880 shares; 2024Q4: 5,880 shares; 2025Q1: 5,542 shares; 2025Q2: 5,246 shares; 2025Q3: 5,128 shares; 2025Q4: 4,966 shares 4,966 $1.6M 0.09% -162 Timeline FOCT 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: 36,815 shares; 2024Q4: 36,780 shares; 2025Q1: 36,780 shares; 2025Q2: 35,105 shares; 2025Q3: 35,025 shares; 2025Q4: 32,216 shares 32,216 $1.58M 0.09% -2,809 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: 6,034 shares; 2024Q4: 6,016 shares; 2025Q1: 5,855 shares; 2025Q2: 5,837 shares; 2025Q3: 5,732 shares; 2025Q4: 5,359 shares 5,359 $1.56M 0.09% -373 Timeline FJUN 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: 26,734 shares; 2024Q4: 26,734 shares; 2025Q1: 26,734 shares; 2025Q2: 27,673 shares; 2025Q3: 27,673 shares; 2025Q4: 27,057 shares 27,057 $1.54M 0.09% -616 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: 8,866 shares; 2024Q4: 8,779 shares; 2025Q1: 8,732 shares; 2025Q2: 8,273 shares; 2025Q3: 8,268 shares; 2025Q4: 8,003 shares 8,003 $1.53M 0.09% -265 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,818 shares; 2024Q4: 6,802 shares; 2025Q1: 6,927 shares; 2025Q2: 6,345 shares; 2025Q3: 6,335 shares; 2025Q4: 6,357 shares 6,357 $1.45M 0.08% +22 Timeline DEM 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: 8,181 shares; 2024Q4: 8,181 shares; 2025Q1: 30,080 shares; 2025Q2: 29,542 shares; 2025Q3: 28,993 shares; 2025Q4: 30,791 shares 30,791 $1.44M 0.08% +1,798 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,999 shares; 2024Q4: 28,452 shares; 2025Q1: 15,106 shares; 2025Q2: 15,258 shares; 2025Q3: 15,212 shares; 2025Q4: 15,313 shares 15,313 $1.4M 0.08% +101 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: 4,164 shares; 2024Q4: 3,602 shares; 2025Q1: 3,547 shares; 2025Q2: 3,144 shares; 2025Q3: 2,866 shares; 2025Q4: 2,378 shares 2,378 $1.38M 0.08% -488 Timeline FSEP 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: 23,809 shares; 2024Q4: 23,809 shares; 2025Q1: 25,279 shares; 2025Q2: 25,279 shares; 2025Q3: 25,279 shares; 2025Q4: 26,406 shares 26,406 $1.36M 0.08% +1,127 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: 6,913 shares; 2024Q4: 6,452 shares; 2025Q1: 6,224 shares; 2025Q2: 6,203 shares; 2025Q3: 5,945 shares; 2025Q4: 5,426 shares 5,426 $1.36M 0.08% -519 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,045 shares; 2025Q1: 2,769 shares; 2025Q2: 2,773 shares; 2025Q3: 2,797 shares; 2025Q4: 2,603 shares 2,603 $1.31M 0.07% -194 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: 8,317 shares; 2024Q4: 7,600 shares; 2025Q1: 7,358 shares; 2025Q2: 7,358 shares; 2025Q3: 6,517 shares; 2025Q4: 6,312 shares 6,312 $1.3M 0.07% -205 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: 15,220 shares; 2024Q4: 14,560 shares; 2025Q1: 14,414 shares; 2025Q2: 13,911 shares; 2025Q3: 13,216 shares; 2025Q4: 10,654 shares 10,654 $1.28M 0.07% -2,562 Timeline FMAY 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: 23,921 shares; 2024Q4: 23,921 shares; 2025Q1: 23,921 shares; 2025Q2: 23,921 shares; 2025Q3: 23,921 shares; 2025Q4: 23,921 shares 23,921 $1.28M 0.07% 0 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: 5,678 shares; 2024Q4: 6,378 shares; 2025Q1: 6,910 shares; 2025Q2: 6,928 shares; 2025Q3: 7,143 shares; 2025Q4: 6,516 shares 6,516 $1.27M 0.07% -627 Timeline FMAR 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: 25,091 shares; 2024Q4: 25,091 shares; 2025Q1: 26,727 shares; 2025Q2: 26,727 shares; 2025Q3: 26,727 shares; 2025Q4: 26,727 shares 26,727 $1.27M 0.07% 0 Timeline IJT 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: 11,925 shares; 2024Q4: 12,095 shares; 2025Q1: 11,893 shares; 2025Q2: 10,962 shares; 2025Q3: 9,270 shares; 2025Q4: 8,955 shares 8,955 $1.26M 0.07% -315 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: 41,344 shares; 2024Q4: 42,443 shares; 2025Q1: 43,728 shares; 2025Q2: 45,392 shares; 2025Q3: 44,994 shares; 2025Q4: 40,179 shares 40,179 $1.2M 0.07% -4,815 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: 223,189 shares; 2024Q4: 244,280 shares; 2025Q1: 31,336 shares; 2025Q2: 24,074 shares; 2025Q3: 21,680 shares; 2025Q4: 22,709 shares 22,709 $1.2M 0.07% +1,029 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 5,167 shares; 2025Q1: 5,167 shares; 2025Q2: 5,167 shares; 2025Q3: 5,167 shares; 2025Q4: 5,167 shares 5,167 $1.19M 0.07% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,546 shares; 2024Q4: 23,614 shares; 2025Q1: 30,820 shares; 2025Q2: 30,895 shares; 2025Q3: 30,921 shares; 2025Q4: 30,973 shares 30,973 $1.19M 0.07% +52 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,833 shares; 2024Q4: 22,577 shares; 2025Q1: 19,062 shares; 2025Q2: 18,714 shares; 2025Q3: 16,955 shares; 2025Q4: 15,309 shares 15,309 $1.19M 0.07% -1,646 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: 24,739 shares; 2024Q4: 26,122 shares; 2025Q1: 30,196 shares; 2025Q2: 29,132 shares; 2025Q3: 29,025 shares; 2025Q4: 26,460 shares 26,460 $1.17M 0.07% -2,565 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,713 shares; 2024Q4: 8,582 shares; 2025Q1: 6,726 shares; 2025Q2: 6,719 shares; 2025Q3: 6,600 shares; 2025Q4: 5,421 shares 5,421 $1.15M 0.06% -1,179 Timeline QQQJ 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: 36,919 shares; 2024Q4: 31,721 shares; 2025Q1: 31,484 shares; 2025Q2: 31,086 shares; 2025Q3: 31,065 shares; 2025Q4: 30,584 shares 30,584 $1.13M 0.06% -481 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: 1,572 shares; 2024Q4: 1,549 shares; 2025Q1: 1,552 shares; 2025Q2: 1,578 shares; 2025Q3: 1,536 shares; 2025Q4: 1,493 shares 1,493 $1.13M 0.06% -43 Timeline DNOV 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: 23,485 shares; 2024Q4: 22,535 shares; 2025Q1: 22,535 shares; 2025Q2: 22,535 shares; 2025Q3: 22,535 shares; 2025Q4: 22,535 shares 22,535 $1.1M 0.06% 0 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,296 shares; 2025Q2: 16,670 shares; 2025Q3: 22,553 shares; 2025Q4: 21,535 shares 21,535 $1.08M 0.06% -1,018 Timeline DOCT 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: 23,866 shares; 2024Q4: 24,416 shares; 2025Q1: 24,416 shares; 2025Q2: 24,416 shares; 2025Q3: 24,416 shares; 2025Q4: 24,416 shares 24,416 $1.08M 0.06% 0 Timeline FAPR 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: 23,012 shares; 2024Q4: 23,012 shares; 2025Q1: 23,012 shares; 2025Q2: 23,012 shares; 2025Q3: 24,172 shares; 2025Q4: 24,172 shares 24,172 $1.07M 0.06% 0 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,412 shares; 2025Q2: 13,547 shares; 2025Q3: 21,559 shares; 2025Q4: 21,812 shares 21,812 $1.06M 0.06% +253 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: 4,055 shares; 2024Q4: 3,395 shares; 2025Q1: 2,532 shares; 2025Q2: 2,301 shares; 2025Q3: 2,445 shares; 2025Q4: 2,343 shares 2,343 $1.05M 0.06% -102 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: 66,662 shares; 2024Q4: 37,083 shares; 2025Q1: 32,303 shares; 2025Q2: 29,753 shares; 2025Q3: 28,255 shares; 2025Q4: 19,652 shares 19,652 $1.04M 0.06% -8,603 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,017 shares; 2024Q4: 50,338 shares; 2025Q1: 51,073 shares; 2025Q2: 51,239 shares; 2025Q3: 54,611 shares; 2025Q4: 8,210 shares 8,210 $1.03M 0.06% -46,401 Timeline IWX 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: 13,697 shares; 2024Q4: 13,188 shares; 2025Q1: 11,640 shares; 2025Q2: 13,809 shares; 2025Q3: 13,704 shares; 2025Q4: 10,590 shares 10,590 $973K 0.05% -3,114 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: 8,585 shares; 2024Q4: 8,535 shares; 2025Q1: 8,521 shares; 2025Q2: 8,267 shares; 2025Q3: 8,404 shares; 2025Q4: 7,882 shares 7,882 $972K 0.05% -522 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,080 shares; 2024Q4: 121,935 shares; 2025Q1: 29,271 shares; 2025Q2: 27,150 shares; 2025Q3: 27,267 shares; 2025Q4: 25,060 shares 25,060 $937K 0.05% -2,207 Timeline BUFY 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: 11,031 shares; 2025Q3: 34,331 shares; 2025Q4: 41,889 shares 41,889 $932K 0.05% +7,558 Timeline ISTB 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: 200,022 shares; 2024Q4: 212,797 shares; 2025Q1: 47,269 shares; 2025Q2: 30,133 shares; 2025Q3: 26,064 shares; 2025Q4: 18,976 shares 18,976 $925K 0.05% -7,088 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: 23,840 shares; 2024Q4: 20,952 shares; 2025Q1: 20,118 shares; 2025Q2: 20,092 shares; 2025Q3: 20,065 shares; 2025Q4: 15,717 shares 15,717 $910K 0.05% -4,348 Timeline KXI 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: 21,180 shares; 2024Q4: 19,210 shares; 2025Q1: 17,570 shares; 2025Q2: 17,222 shares; 2025Q3: 17,222 shares; 2025Q4: 13,852 shares 13,852 $896K 0.05% -3,370 Timeline XJH 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: 16,824 shares; 2024Q4: 17,509 shares; 2025Q1: 23,692 shares; 2025Q2: 22,844 shares; 2025Q3: 22,645 shares; 2025Q4: 19,395 shares 19,395 $866K 0.05% -3,250 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,337 shares; 2024Q4: 31,514 shares; 2025Q1: 27,150 shares; 2025Q2: 24,570 shares; 2025Q3: 24,314 shares; 2025Q4: 16,402 shares 16,402 $820K 0.05% -7,912 Timeline FAUG 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: 14,349 shares; 2024Q4: 14,349 shares; 2025Q1: 14,349 shares; 2025Q2: 14,349 shares; 2025Q3: 15,038 shares; 2025Q4: 15,038 shares 15,038 $796K 0.04% 0 Timeline DMAR 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: 18,730 shares; 2024Q4: 18,730 shares; 2025Q1: 18,730 shares; 2025Q2: 18,730 shares; 2025Q3: 18,730 shares; 2025Q4: 18,730 shares 18,730 $780K 0.04% 0 Timeline MVBF MVB FINL CORP More: the full row for MVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,876 shares; 2024Q4: 25,876 shares; 2025Q1: 29,876 shares; 2025Q2: 29,876 shares; 2025Q3: 29,877 shares; 2025Q4: 29,879 shares 29,879 $772K 0.04% +2 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: 1,455 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,154 shares; 2025Q3: 2,251 shares; 2025Q4: 1,926 shares 1,926 $763K 0.04% -325 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: 16,934 shares; 2024Q4: 16,934 shares; 2025Q1: 16,934 shares; 2025Q2: 16,934 shares; 2025Q3: 16,934 shares; 2025Q4: 16,934 shares 16,934 $760K 0.04% 0 Timeline BRK-A 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 1 shares 1 $755K 0.04% -5 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 4,996 shares; 2025Q1: 4,840 shares; 2025Q2: 4,950 shares; 2025Q3: 4,954 shares; 2025Q4: 4,781 shares 4,781 $737K 0.04% -173 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: 10,094 shares; 2024Q4: 10,133 shares; 2025Q1: 10,149 shares; 2025Q2: 9,991 shares; 2025Q3: 10,581 shares; 2025Q4: 10,453 shares 10,453 $731K 0.04% -128 Timeline RSPM 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: 26,047 shares; 2024Q4: 24,264 shares; 2025Q1: 22,608 shares; 2025Q2: 21,848 shares; 2025Q3: 21,848 shares; 2025Q4: 21,324 shares 21,324 $727K 0.04% -524 Timeline IVOO 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: 6,949 shares; 2024Q4: 6,949 shares; 2025Q1: 6,887 shares; 2025Q2: 6,452 shares; 2025Q3: 6,452 shares; 2025Q4: 6,452 shares 6,452 $721K 0.04% 0 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: 4,470 shares; 2024Q4: 4,424 shares; 2025Q1: 4,438 shares; 2025Q2: 6,248 shares; 2025Q3: 6,248 shares; 2025Q4: 6,249 shares 6,249 $721K 0.04% +1 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 945 shares; 2025Q1: 966 shares; 2025Q2: 908 shares; 2025Q3: 981 shares; 2025Q4: 2,425 shares 2,425 $718K 0.04% +1,444 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: 16,735 shares; 2024Q4: 14,844 shares; 2025Q1: 13,471 shares; 2025Q2: 13,240 shares; 2025Q3: 13,558 shares; 2025Q4: 13,340 shares 13,340 $717K 0.04% -218 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,473 shares; 2025Q1: 3,473 shares; 2025Q2: 3,473 shares; 2025Q3: 3,481 shares; 2025Q4: 3,473 shares 3,473 $716K 0.04% -8 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,602 shares; 2024Q4: 3,825 shares; 2025Q1: 3,826 shares; 2025Q2: 3,826 shares; 2025Q3: 3,805 shares; 2025Q4: 3,806 shares 3,806 $716K 0.04% +1 Timeline FJUL 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: 14,454 shares; 2024Q4: 11,438 shares; 2025Q1: 11,438 shares; 2025Q2: 11,438 shares; 2025Q3: 12,756 shares; 2025Q4: 12,756 shares 12,756 $713K 0.04% 0 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: 15,643 shares; 2024Q4: 14,193 shares; 2025Q1: 14,193 shares; 2025Q2: 12,683 shares; 2025Q3: 12,683 shares; 2025Q4: 12,683 shares 12,683 $694K 0.04% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 2,923 shares; 2025Q1: 3,004 shares; 2025Q2: 3,004 shares; 2025Q3: 3,004 shares; 2025Q4: 2,909 shares 2,909 $666K 0.04% -95 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: 16,163 shares; 2024Q4: 46,161 shares; 2025Q1: 42,375 shares; 2025Q2: 42,351 shares; 2025Q3: 34,586 shares; 2025Q4: 24,725 shares 24,725 $665K 0.04% -9,861 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 2,699 shares; 2025Q1: 2,699 shares; 2025Q2: 2,699 shares; 2025Q3: 2,699 shares; 2025Q4: 2,699 shares 2,699 $651K 0.04% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 4,081 shares; 2025Q1: 4,267 shares; 2025Q2: 4,058 shares; 2025Q3: 3,452 shares; 2025Q4: 3,447 shares 3,447 $632K 0.04% -5 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 4,291 shares; 2025Q1: 4,080 shares; 2025Q2: 3,450 shares; 2025Q3: 3,422 shares; 2025Q4: 3,400 shares 3,400 $616K 0.03% -22 Timeline FFEB 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: 6,292 shares; 2024Q4: 6,292 shares; 2025Q1: 9,620 shares; 2025Q2: 9,620 shares; 2025Q3: 10,545 shares; 2025Q4: 10,545 shares 10,545 $597K 0.03% 0 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: 6,342 shares; 2024Q4: 6,400 shares; 2025Q1: 7,316 shares; 2025Q2: 7,370 shares; 2025Q3: 7,740 shares; 2025Q4: 7,732 shares 7,732 $596K 0.03% -8 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,507 shares; 2025Q1: 2,507 shares; 2025Q2: 2,507 shares; 2025Q3: 2,507 shares; 2025Q4: 2,206 shares 2,206 $594K 0.03% -301 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,686 shares; 2024Q4: 4,763 shares; 2025Q1: 5,203 shares; 2025Q2: 4,761 shares; 2025Q3: 4,861 shares; 2025Q4: 4,994 shares 4,994 $585K 0.03% +133 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: 144,402 shares; 2024Q4: 174,379 shares; 2025Q1: 24,491 shares; 2025Q2: 11,268 shares; 2025Q3: 5,728 shares; 2025Q4: 5,458 shares 5,458 $585K 0.03% -270 Timeline PPA 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: 2,824 shares; 2024Q4: 3,807 shares; 2025Q1: 3,720 shares; 2025Q2: 3,672 shares; 2025Q3: 3,653 shares; 2025Q4: 3,653 shares 3,653 $572K 0.03% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 4,430 shares; 2025Q1: 4,340 shares; 2025Q2: 4,300 shares; 2025Q3: 4,283 shares; 2025Q4: 4,125 shares 4,125 $564K 0.03% -158 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,662 shares; 2025Q1: 1,196 shares; 2025Q2: 1,196 shares; 2025Q3: 1,198 shares; 2025Q4: 1,199 shares 1,199 $560K 0.03% +1 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,364 shares; 2024Q4: 22,214 shares; 2025Q1: 13,722 shares; 2025Q2: 14,109 shares; 2025Q3: 15,320 shares; 2025Q4: 15,321 shares 15,321 $555K 0.03% +1 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: 21,912 shares; 2024Q4: 21,637 shares; 2025Q1: 21,637 shares; 2025Q2: 21,637 shares; 2025Q3: 18,720 shares; 2025Q4: 18,720 shares 18,720 $529K 0.03% 0 Timeline JUNM 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: 15,098 shares; 2025Q3: 15,098 shares; 2025Q4: 15,098 shares 15,098 $517K 0.03% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 5,668 shares; 2025Q1: 5,670 shares; 2025Q2: 5,673 shares; 2025Q3: 5,627 shares; 2025Q4: 4,812 shares 4,812 $513K 0.03% -815 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,321 shares; 2024Q4: 4,321 shares; 2025Q1: 4,321 shares; 2025Q2: 4,321 shares; 2025Q3: 4,338 shares; 2025Q4: 3,810 shares 3,810 $496K 0.03% -528 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,071 shares; 2024Q4: 7,093 shares; 2025Q1: 7,093 shares; 2025Q2: 7,121 shares; 2025Q3: 7,121 shares; 2025Q4: 7,071 shares 7,071 $493K 0.03% -50 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,377 shares 18,377 $490K 0.03% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,325 shares; 2024Q4: 2,325 shares; 2025Q1: 2,096 shares; 2025Q2: 2,023 shares; 2025Q3: 2,023 shares; 2025Q4: 1,755 shares 1,755 $486K 0.03% -268 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: 21,090 shares; 2024Q4: 20,304 shares; 2025Q1: 20,207 shares; 2025Q2: 19,642 shares; 2025Q3: 19,988 shares; 2025Q4: 19,513 shares 19,513 $485K 0.03% -475 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,267 shares; 2024Q4: 5,301 shares; 2025Q1: 4,282 shares; 2025Q2: 4,149 shares; 2025Q3: 3,759 shares; 2025Q4: 3,767 shares 3,767 $481K 0.03% +8 Timeline RSPG 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: 7,814 shares; 2025Q3: 7,767 shares; 2025Q4: 6,042 shares 6,042 $481K 0.03% -1,725 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 3,827 shares; 2025Q1: 3,827 shares; 2025Q2: 3,827 shares; 2025Q3: 3,829 shares; 2025Q4: 3,717 shares 3,717 $479K 0.03% -112 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,938 shares; 2024Q4: 4,904 shares; 2025Q1: 5,232 shares; 2025Q2: 4,911 shares; 2025Q3: 4,911 shares; 2025Q4: 4,911 shares 4,911 $451K 0.03% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,521 shares; 2024Q4: 5,490 shares; 2025Q1: 5,490 shares; 2025Q2: 5,365 shares; 2025Q3: 5,365 shares; 2025Q4: 5,283 shares 5,283 $450K 0.03% -82 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 399 shares; 2025Q1: 423 shares; 2025Q2: 413 shares; 2025Q3: 414 shares; 2025Q4: 418 shares 418 $447K 0.03% +4 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 732 shares; 2025Q1: 780 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 782 shares 782 $443K 0.02% -1 Timeline DDEC 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: 9,800 shares; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 9,800 shares 9,800 $442K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,358 shares; 2024Q4: 7,331 shares; 2025Q1: 7,557 shares; 2025Q2: 7,553 shares; 2025Q3: 8,049 shares; 2025Q4: 6,427 shares 6,427 $431K 0.02% -1,622 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,523 shares; 2025Q1: 1,351 shares; 2025Q2: 1,272 shares; 2025Q3: 1,227 shares; 2025Q4: 1,311 shares 1,311 $429K 0.02% +84 Timeline ANGL 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: 21,641 shares; 2024Q4: 22,056 shares; 2025Q1: 18,868 shares; 2025Q2: 18,365 shares; 2025Q3: 16,268 shares; 2025Q4: 14,539 shares 14,539 $427K 0.02% -1,729 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,498 shares; 2025Q1: 2,470 shares; 2025Q2: 2,664 shares; 2025Q3: 2,666 shares; 2025Q4: 2,563 shares 2,563 $419K 0.02% -103 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: 7,908 shares; 2024Q4: 7,908 shares; 2025Q1: 7,908 shares; 2025Q2: 7,908 shares; 2025Q3: 7,908 shares; 2025Q4: 7,908 shares 7,908 $409K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,410 shares; 2024Q4: 19,352 shares; 2025Q1: 19,657 shares; 2025Q2: 12,493 shares; 2025Q3: 12,538 shares; 2025Q4: 8,247 shares 8,247 $406K 0.02% -4,291 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: 33,349 shares; 2024Q4: 34,930 shares; 2025Q1: 15,160 shares; 2025Q2: 13,077 shares; 2025Q3: 12,642 shares; 2025Q4: 11,536 shares 11,536 $406K 0.02% -1,106 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares 1,393 $404K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,229 shares; 2025Q1: 2,230 shares; 2025Q2: 2,714 shares; 2025Q3: 2,717 shares; 2025Q4: 2,584 shares 2,584 $401K 0.02% -133 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: 5,671 shares; 2024Q4: 5,514 shares; 2025Q1: 4,812 shares; 2025Q2: 5,057 shares; 2025Q3: 4,571 shares; 2025Q4: 4,576 shares 4,576 $399K 0.02% +5 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,025 shares; 2024Q4: 9,301 shares; 2025Q1: 9,806 shares; 2025Q2: 9,997 shares; 2025Q3: 9,754 shares; 2025Q4: 8,675 shares 8,675 $399K 0.02% -1,079 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,008 shares; 2025Q4: 2,000 shares 2,000 $396K 0.02% -8 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: 5,338 shares; 2024Q4: 5,338 shares; 2025Q1: 5,377 shares; 2025Q2: 5,264 shares; 2025Q3: 5,161 shares; 2025Q4: 3,480 shares 3,480 $396K 0.02% -1,681 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: 14,571 shares; 2024Q4: 16,052 shares; 2025Q1: 6,743 shares; 2025Q2: 5,954 shares; 2025Q3: 3,768 shares; 2025Q4: 3,687 shares 3,687 $393K 0.02% -81 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: 19,286 shares; 2024Q4: 19,081 shares; 2025Q1: 19,576 shares; 2025Q2: 18,893 shares; 2025Q3: 1,724 shares; 2025Q4: 1,171 shares 1,171 $386K 0.02% -553 Timeline DFEB 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: 8,047 shares; 2025Q2: 8,047 shares; 2025Q3: 8,047 shares; 2025Q4: 8,047 shares 8,047 $384K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 3,138 shares; 2025Q1: 3,127 shares; 2025Q2: 3,127 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares 3,100 $380K 0.02% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,550 shares; 2025Q1: 1,617 shares; 2025Q2: 1,589 shares; 2025Q3: 1,484 shares; 2025Q4: 1,263 shares 1,263 $380K 0.02% -221 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: 4,734 shares; 2024Q4: 4,009 shares; 2025Q1: 4,012 shares; 2025Q2: 4,015 shares; 2025Q3: 4,018 shares; 2025Q4: 4,022 shares 4,022 $379K 0.02% +4 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 310 shares; 2025Q2: 311 shares; 2025Q3: 314 shares; 2025Q4: 311 shares 311 $378K 0.02% -3 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 3,216 shares; 2025Q1: 3,162 shares; 2025Q2: 3,027 shares; 2025Q3: 2,963 shares; 2025Q4: 2,669 shares 2,669 $376K 0.02% -294 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,605 shares; 2025Q1: 3,605 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares; 2025Q4: 3,595 shares 3,595 $374K 0.02% +90 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,634 shares; 2024Q4: 4,634 shares; 2025Q1: 4,634 shares; 2025Q2: 4,679 shares; 2025Q3: 4,683 shares; 2025Q4: 4,683 shares 4,683 $370K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 640 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares 1,127 $365K 0.02% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 3,957 shares; 2025Q1: 3,634 shares; 2025Q2: 3,634 shares; 2025Q3: 3,641 shares; 2025Q4: 6,071 shares 6,071 $364K 0.02% +2,430 Timeline HEFA 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: 15,473 shares; 2024Q4: 12,945 shares; 2025Q1: 10,351 shares; 2025Q2: 9,458 shares; 2025Q3: 9,458 shares; 2025Q4: 8,748 shares 8,748 $362K 0.02% -710 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 2,707 shares; 2025Q1: 2,715 shares; 2025Q2: 2,701 shares; 2025Q3: 2,703 shares; 2025Q4: 2,706 shares 2,706 $361K 0.02% +3 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 5,503 shares; 2025Q4: 8,381 shares 8,381 $360K 0.02% +2,878 Timeline GJAN 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: 5,335 shares; 2025Q3: 5,335 shares; 2025Q4: 8,280 shares 8,280 $354K 0.02% +2,945 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 2,956 shares; 2025Q1: 3,118 shares; 2025Q2: 3,118 shares; 2025Q3: 3,146 shares; 2025Q4: 3,119 shares 3,119 $350K 0.02% -27 Timeline SPTM 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: 5,865 shares; 2024Q4: 5,865 shares; 2025Q1: 5,865 shares; 2025Q2: 4,595 shares; 2025Q3: 4,553 shares; 2025Q4: 4,192 shares 4,192 $346K 0.02% -361 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,714 shares; 2025Q1: 2,964 shares; 2025Q2: 2,714 shares; 2025Q3: 2,714 shares; 2025Q4: 2,714 shares 2,714 $344K 0.02% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,258 shares; 2024Q4: 9,258 shares; 2025Q1: 9,258 shares; 2025Q2: 9,258 shares; 2025Q3: 9,258 shares; 2025Q4: 7,918 shares 7,918 $331K 0.02% -1,340 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: 1,884 shares; 2024Q4: 1,975 shares; 2025Q1: 2,108 shares; 2025Q2: 2,036 shares; 2025Q3: 2,050 shares; 2025Q4: 2,052 shares 2,052 $329K 0.02% +2 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,262 shares; 2024Q4: 18,991 shares; 2025Q1: 14,491 shares; 2025Q2: 14,491 shares; 2025Q3: 13,980 shares; 2025Q4: 13,980 shares 13,980 $326K 0.02% 0 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: 1,368 shares; 2024Q4: 1,220 shares; 2025Q1: 1,202 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 1,121 shares 1,121 $324K 0.02% 0 Timeline GJUL 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: 7,727 shares 7,727 $319K 0.02% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 4,960 shares; 2025Q1: 4,956 shares; 2025Q2: 4,923 shares; 2025Q3: 4,923 shares; 2025Q4: 4,923 shares 4,923 $314K 0.02% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,349 shares; 2024Q4: 57,505 shares; 2025Q1: 54,567 shares; 2025Q2: 55,742 shares; 2025Q3: 47,102 shares; 2025Q4: 4,663 shares 4,663 $313K 0.02% -42,439 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,226 shares 2,226 $310K 0.02% new Timeline AIVL 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: 3,630 shares; 2024Q4: 2,688 shares; 2025Q1: 2,688 shares; 2025Q2: 2,688 shares; 2025Q3: 2,688 shares; 2025Q4: 2,688 shares 2,688 $309K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,717 shares; 2025Q3: 1,727 shares; 2025Q4: 1,726 shares 1,726 $307K 0.02% -1 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,397 shares; 2025Q3: 2,397 shares; 2025Q4: 2,397 shares 2,397 $303K 0.02% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,009 shares; 2025Q4: 2,835 shares 2,835 $298K 0.02% -174 Timeline PXF 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: 4,498 shares; 2025Q3: 4,498 shares; 2025Q4: 4,498 shares 4,498 $295K 0.02% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,987 shares; 2024Q4: 3,973 shares; 2025Q1: 3,972 shares; 2025Q2: 3,798 shares; 2025Q3: 3,804 shares; 2025Q4: 3,808 shares 3,808 $295K 0.02% +4 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,443 shares; 2024Q4: 18,992 shares; 2025Q1: 18,372 shares; 2025Q2: 6,160 shares; 2025Q3: 5,982 shares; 2025Q4: 3,853 shares 3,853 $289K 0.02% -2,129 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: not reported; 2025Q2: not reported; 2025Q3: 2,816 shares; 2025Q4: 2,854 shares 2,854 $286K 0.02% +38 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: 272 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 266 shares 266 $285K 0.02% -1 Timeline SCHE 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: 12,855 shares; 2024Q4: 12,483 shares; 2025Q1: 10,747 shares; 2025Q2: 15,489 shares; 2025Q3: 15,065 shares; 2025Q4: 8,576 shares 8,576 $281K 0.02% -6,489 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,556 shares; 2025Q1: 2,564 shares; 2025Q2: 2,556 shares; 2025Q3: 2,556 shares; 2025Q4: 1,259 shares 1,259 $277K 0.02% -1,297 Timeline DAUG 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: 6,080 shares; 2024Q4: 6,080 shares; 2025Q1: 6,080 shares; 2025Q2: 6,080 shares; 2025Q3: 6,080 shares; 2025Q4: 6,080 shares 6,080 $270K 0.02% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,779 shares; 2025Q2: 1,788 shares; 2025Q3: 1,828 shares; 2025Q4: 1,811 shares 1,811 $265K 0.01% -17 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: 12,729 shares; 2024Q4: 12,693 shares; 2025Q1: 12,684 shares; 2025Q2: 14,850 shares; 2025Q3: 14,677 shares; 2025Q4: 754 shares 754 $264K 0.01% -13,923 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,827 shares 1,827 $262K 0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: 4,020 shares; 2025Q3: 4,020 shares; 2025Q4: 4,020 shares 4,020 $261K 0.01% 0 Timeline VONV 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,836 shares; 2025Q3: 2,836 shares; 2025Q4: 2,820 shares 2,820 $260K 0.01% -16 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,899 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,835 shares; 2025Q4: 1,835 shares 1,835 $259K 0.01% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,497 shares; 2024Q4: 7,235 shares; 2025Q1: 6,036 shares; 2025Q2: 6,036 shares; 2025Q3: 5,585 shares; 2025Q4: 5,585 shares 5,585 $256K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 1,912 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,827 shares; 2025Q4: 1,711 shares 1,711 $254K 0.01% -116 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,175 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares 1,170 $254K 0.01% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,992 shares; 2024Q4: 6,109 shares; 2025Q1: 6,109 shares; 2025Q2: 6,078 shares; 2025Q3: 6,078 shares; 2025Q4: 5,224 shares 5,224 $249K 0.01% -854 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: 776 shares; 2024Q4: 778 shares; 2025Q1: 785 shares; 2025Q2: 779 shares; 2025Q3: 780 shares; 2025Q4: 782 shares 782 $246K 0.01% +2 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,838 shares; 2025Q4: 1,838 shares 1,838 $244K 0.01% 0 Timeline EZM 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: 4,364 shares; 2024Q4: 4,364 shares; 2025Q1: 4,208 shares; 2025Q2: 4,208 shares; 2025Q3: 4,208 shares; 2025Q4: 3,616 shares 3,616 $242K 0.01% -592 Timeline BUFQ 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: 6,639 shares 6,639 $238K 0.01% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,860 shares 5,860 $236K 0.01% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,249 shares; 2024Q4: 6,335 shares; 2025Q1: 4,365 shares; 2025Q2: 3,563 shares; 2025Q3: 2,970 shares; 2025Q4: 2,938 shares 2,938 $234K 0.01% -32 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,653 shares; 2025Q3: 1,672 shares; 2025Q4: 1,425 shares 1,425 $231K 0.01% -247 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 1,867 shares 1,867 $223K 0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 1,997 shares; 2025Q3: 1,997 shares; 2025Q4: 1,848 shares 1,848 $221K 0.01% -149 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,661 shares; 2025Q4: 2,837 shares 2,837 $220K 0.01% +176 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 1,574 shares 1,574 $219K 0.01% +2 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,923 shares 3,923 $219K 0.01% new 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: 11,907 shares; 2024Q4: 9,892 shares; 2025Q1: 8,930 shares; 2025Q2: not reported; 2025Q3: 9,983 shares; 2025Q4: 8,701 shares 8,701 $217K 0.01% -1,282 Timeline IPKW 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: 3,877 shares; 2025Q4: 3,877 shares 3,877 $215K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 567 shares; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 557 shares; 2025Q4: 550 shares 550 $214K 0.01% -7 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 2,108 shares; 2025Q1: 2,074 shares; 2025Q2: 1,960 shares; 2025Q3: 1,669 shares; 2025Q4: 1,698 shares 1,698 $214K 0.01% +29 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,938 shares; 2024Q4: 11,938 shares; 2025Q1: 12,190 shares; 2025Q2: 12,190 shares; 2025Q3: 12,190 shares; 2025Q4: 12,133 shares 12,133 $211K 0.01% -57 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $211K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,686 shares; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,660 shares; 2025Q4: 1,599 shares 1,599 $209K 0.01% -61 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,099 shares; 2025Q1: 1,127 shares; 2025Q2: 982 shares; 2025Q3: 997 shares; 2025Q4: 761 shares 761 $208K 0.01% -236 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,552 shares 2,552 $203K 0.01% new 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 584 shares; 2025Q4: 575 shares 575 $202K 0.01% -9 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,803 shares 5,803 $201K 0.01% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC 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: 12,012 shares; 2025Q4: 12,013 shares 12,013 $159K 0.01% +1 Timeline SNOA SONOMA PHARMACEUTICALS INC More: the full row for SONOMA PHARMACEUTICALS 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: 11,193 shares 11,193 $40.7K <0.01% new Timeline NSPR INSPIREMD INC More: the full row for INSPIREMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $17.8K <0.01% 0 Timeline