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: 530,163 shares; 2024Q4: 460,855 shares; 2025Q1: 470,041 shares; 2025Q2: 817,453 shares; 2025Q3: 810,877 shares; 2025Q4: 817,895 shares 817,895 $399M 3.2% +7,018 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,701,955 shares; 2025Q1: 4,754,903 shares; 2025Q2: 6,823,572 shares; 2025Q3: 7,024,080 shares; 2025Q4: 7,494,580 shares 7,494,580 $288M 2.31% +470,500 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,371 shares; 2024Q4: 523,864 shares; 2025Q1: 1,120,919 shares; 2025Q2: 1,539,575 shares; 2025Q3: 1,412,197 shares; 2025Q4: 1,626,452 shares 1,626,452 $273M 2.19% +214,255 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,366,598 shares; 2024Q4: 1,803,053 shares; 2025Q1: 2,409,463 shares; 2025Q2: 2,288,487 shares; 2025Q3: 2,343,492 shares; 2025Q4: 2,594,909 shares 2,594,909 $266M 2.14% +251,417 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,106 shares; 2024Q4: 244,655 shares; 2025Q1: 359,838 shares; 2025Q2: 357,827 shares; 2025Q3: 538,959 shares; 2025Q4: 632,742 shares 632,742 $261M 2.1% +93,783 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: 502,291 shares; 2024Q4: 612,032 shares; 2025Q1: 669,867 shares; 2025Q2: 735,881 shares; 2025Q3: 781,670 shares; 2025Q4: 902,994 shares 902,994 $245M 1.97% +121,324 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: 176,510 shares; 2024Q4: 212,848 shares; 2025Q1: 264,917 shares; 2025Q2: 253,955 shares; 2025Q3: 263,998 shares; 2025Q4: 288,582 shares 288,582 $198M 1.59% +24,584 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: 141,463 shares; 2024Q4: 140,213 shares; 2025Q1: 189,826 shares; 2025Q2: 875,974 shares; 2025Q3: 892,908 shares; 2025Q4: 969,104 shares 969,104 $185M 1.49% +76,196 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: 326,239 shares; 2024Q4: 486,396 shares; 2025Q1: 649,837 shares; 2025Q2: 702,752 shares; 2025Q3: 764,127 shares; 2025Q4: 969,912 shares 969,912 $181M 1.45% +205,785 Timeline MGV 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: 540,355 shares; 2024Q4: 582,474 shares; 2025Q1: 588,737 shares; 2025Q2: 639,168 shares; 2025Q3: 831,915 shares; 2025Q4: 1,261,768 shares 1,261,768 $178M 1.43% +429,853 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: 180,464 shares; 2024Q4: 221,381 shares; 2025Q1: 250,768 shares; 2025Q2: 303,473 shares; 2025Q3: 334,756 shares; 2025Q4: 367,461 shares 367,461 $178M 1.43% +32,705 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: 189,281 shares; 2024Q4: 522,946 shares; 2025Q1: 1,782,126 shares; 2025Q2: 1,778,292 shares; 2025Q3: 2,492,196 shares; 2025Q4: 2,922,087 shares 2,922,087 $178M 1.43% +429,891 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: 491,002 shares; 2024Q4: 344,955 shares; 2025Q1: 360,223 shares; 2025Q2: 299,850 shares; 2025Q3: 294,519 shares; 2025Q4: 282,059 shares 282,059 $177M 1.42% -12,460 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: 469,493 shares; 2024Q4: 533,318 shares; 2025Q1: 705,465 shares; 2025Q2: 1,375,153 shares; 2025Q3: 1,926,789 shares; 2025Q4: 2,584,820 shares 2,584,820 $174M 1.39% +658,031 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,318,176 shares; 2024Q4: 4,517,491 shares; 2025Q1: 4,499,400 shares; 2025Q2: 5,089,319 shares; 2025Q3: 5,380,575 shares; 2025Q4: 5,757,906 shares 5,757,906 $166M 1.33% +377,331 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,373 shares; 2024Q4: 394,763 shares; 2025Q1: 1,063,925 shares; 2025Q2: 1,710,720 shares; 2025Q3: 2,286,227 shares; 2025Q4: 2,272,686 shares 2,272,686 $162M 1.3% -13,541 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,712,314 shares; 2025Q3: 1,782,622 shares; 2025Q4: 1,944,852 shares 1,944,852 $143M 1.15% +162,230 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,663 shares; 2025Q1: 50,021 shares; 2025Q2: 41,352 shares; 2025Q3: 2,430,797 shares; 2025Q4: 2,598,695 shares 2,598,695 $132M 1.06% +167,898 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,472,002 shares; 2025Q4: 5,819,517 shares 5,819,517 $128M 1.03% +347,515 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: 822,994 shares; 2024Q4: 910,780 shares; 2025Q1: 1,074,026 shares; 2025Q2: 1,139,622 shares; 2025Q3: 1,184,090 shares; 2025Q4: 1,271,085 shares 1,271,085 $121M 0.97% +86,995 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: 27,824 shares; 2024Q4: 325,476 shares; 2025Q1: 1,170,043 shares; 2025Q2: 1,348,323 shares; 2025Q3: 2,006,972 shares; 2025Q4: 2,218,853 shares 2,218,853 $117M 0.94% +211,881 Timeline CWI 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: 220,209 shares; 2024Q4: 272,158 shares; 2025Q1: 276,121 shares; 2025Q2: 276,442 shares; 2025Q3: 2,795,582 shares; 2025Q4: 3,186,018 shares 3,186,018 $114M 0.92% +390,436 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: 205,691 shares; 2024Q4: 283,663 shares; 2025Q1: 310,844 shares; 2025Q2: 381,763 shares; 2025Q3: 409,544 shares; 2025Q4: 481,288 shares 481,288 $111M 0.89% +71,744 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: 84,768 shares; 2024Q4: 134,467 shares; 2025Q1: 159,736 shares; 2025Q2: 166,065 shares; 2025Q3: 184,939 shares; 2025Q4: 177,423 shares 177,423 $109M 0.87% -7,516 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,333,822 shares; 2025Q3: 2,419,736 shares; 2025Q4: 2,635,628 shares 2,635,628 $104M 0.83% +215,892 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: 119,733 shares; 2024Q4: 177,004 shares; 2025Q1: 206,512 shares; 2025Q2: 262,287 shares; 2025Q3: 283,964 shares; 2025Q4: 331,200 shares 331,200 $104M 0.83% +47,236 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: 351,340 shares; 2024Q4: 268,898 shares; 2025Q1: 340,859 shares; 2025Q2: 370,968 shares; 2025Q3: 396,272 shares; 2025Q4: 305,016 shares 305,016 $102M 0.82% -91,256 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: 109,851 shares; 2024Q4: 195,989 shares; 2025Q1: 512,286 shares; 2025Q2: 654,157 shares; 2025Q3: 697,503 shares; 2025Q4: 465,944 shares 465,944 $92.5M 0.74% -231,559 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: 50,606 shares; 2024Q4: 57,718 shares; 2025Q1: 153,946 shares; 2025Q2: 197,035 shares; 2025Q3: 254,121 shares; 2025Q4: 313,237 shares 313,237 $90.9M 0.73% +59,116 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: 69,900 shares; 2024Q4: 77,490 shares; 2025Q1: 104,581 shares; 2025Q2: 122,226 shares; 2025Q3: 2,107,661 shares; 2025Q4: 2,193,385 shares 2,193,385 $88.2M 0.71% +85,724 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: 62,055 shares; 2024Q4: 111,238 shares; 2025Q1: 128,564 shares; 2025Q2: 205,829 shares; 2025Q3: 209,664 shares; 2025Q4: 252,009 shares 252,009 $87.2M 0.7% +42,345 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937,156 shares; 2024Q4: 848,194 shares; 2025Q1: 863,030 shares; 2025Q2: 860,493 shares; 2025Q3: 838,845 shares; 2025Q4: 827,666 shares 827,666 $82.1M 0.66% -11,179 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,797 shares; 2024Q4: 118,717 shares; 2025Q1: 153,966 shares; 2025Q2: 262,942 shares; 2025Q3: 1,510,100 shares; 2025Q4: 1,802,258 shares 1,802,258 $80.1M 0.64% +292,158 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,362 shares; 2024Q4: 178,251 shares; 2025Q1: 712,718 shares; 2025Q2: 852,299 shares; 2025Q3: 1,492,094 shares; 2025Q4: 1,578,470 shares 1,578,470 $79.8M 0.64% +86,376 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,835 shares; 2024Q4: 401,327 shares; 2025Q1: 227,761 shares; 2025Q2: 298,904 shares; 2025Q3: 1,690,161 shares; 2025Q4: 1,754,850 shares 1,754,850 $76.6M 0.61% +64,689 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: 5,933 shares; 2024Q4: 32,658 shares; 2025Q1: 98,146 shares; 2025Q2: 125,976 shares; 2025Q3: 160,608 shares; 2025Q4: 303,634 shares 303,634 $76M 0.61% +143,026 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: 241,794 shares; 2024Q4: 328,969 shares; 2025Q1: 897,368 shares; 2025Q2: 910,873 shares; 2025Q3: 1,036,609 shares; 2025Q4: 1,015,856 shares 1,015,856 $75.2M 0.6% -20,753 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: 75,710 shares; 2024Q4: 82,222 shares; 2025Q1: 177,886 shares; 2025Q2: 213,314 shares; 2025Q3: 258,587 shares; 2025Q4: 286,260 shares 286,260 $73.8M 0.59% +27,673 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 658,567 shares; 2025Q3: 1,659,696 shares; 2025Q4: 2,167,273 shares 2,167,273 $72.2M 0.58% +507,577 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: 1,242,834 shares; 2024Q4: 1,312,543 shares; 2025Q1: 1,151,888 shares; 2025Q2: 1,202,637 shares; 2025Q3: 1,235,503 shares; 2025Q4: 1,322,577 shares 1,322,577 $68.5M 0.55% +87,074 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: 1,055,592 shares; 2025Q3: 1,513,495 shares; 2025Q4: 1,775,454 shares 1,775,454 $68.5M 0.55% +261,959 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: 38,185 shares; 2024Q4: 51,228 shares; 2025Q1: 60,974 shares; 2025Q2: 78,407 shares; 2025Q3: 84,670 shares; 2025Q4: 101,346 shares 101,346 $66.9M 0.54% +16,676 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: 76,916 shares; 2024Q4: 82,529 shares; 2025Q1: 90,837 shares; 2025Q2: 111,944 shares; 2025Q3: 119,564 shares; 2025Q4: 125,928 shares 125,928 $63.3M 0.51% +6,364 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: 103,890 shares; 2024Q4: 120,300 shares; 2025Q1: 129,839 shares; 2025Q2: 150,998 shares; 2025Q3: 155,017 shares; 2025Q4: 193,757 shares 193,757 $60.8M 0.49% +38,740 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: 812,163 shares; 2024Q4: 875,114 shares; 2025Q1: 518,543 shares; 2025Q2: 923,302 shares; 2025Q3: 929,372 shares; 2025Q4: 940,699 shares 940,699 $58.8M 0.47% +11,327 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: 99,321 shares; 2024Q4: 169,574 shares; 2025Q1: 1,161,141 shares; 2025Q2: 1,745,592 shares; 2025Q3: 2,753,378 shares; 2025Q4: 2,541,072 shares 2,541,072 $58.5M 0.47% -212,306 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,965 shares; 2024Q4: 375,478 shares; 2025Q1: 527,883 shares; 2025Q2: 625,677 shares; 2025Q3: 909,795 shares; 2025Q4: 1,234,060 shares 1,234,060 $58.1M 0.47% +324,265 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: 591,317 shares; 2024Q4: 603,255 shares; 2025Q1: 497,933 shares; 2025Q2: 525,301 shares; 2025Q3: 494,220 shares; 2025Q4: 537,327 shares 537,327 $57.3M 0.46% +43,107 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: 11,652 shares; 2024Q4: 145,888 shares; 2025Q1: 825,862 shares; 2025Q2: 1,916,661 shares; 2025Q3: 1,834,030 shares; 2025Q4: 1,731,654 shares 1,731,654 $56.5M 0.45% -102,376 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: 68,365 shares; 2024Q4: 95,629 shares; 2025Q1: 111,410 shares; 2025Q2: 151,463 shares; 2025Q3: 157,871 shares; 2025Q4: 171,329 shares 171,329 $55.2M 0.44% +13,458 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: 88,596 shares; 2024Q4: 94,896 shares; 2025Q1: 76,989 shares; 2025Q2: 80,037 shares; 2025Q3: 76,490 shares; 2025Q4: 79,904 shares 79,904 $54.5M 0.44% +3,414 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,848 shares; 2024Q4: 88,745 shares; 2025Q1: 133,012 shares; 2025Q2: 191,658 shares; 2025Q3: 2,259,377 shares; 2025Q4: 2,386,398 shares 2,386,398 $54M 0.43% +127,021 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,984 shares; 2025Q2: 115,220 shares; 2025Q3: 1,935,910 shares; 2025Q4: 2,035,628 shares 2,035,628 $54M 0.43% +99,718 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,563 shares; 2024Q4: 51,538 shares; 2025Q1: 231,497 shares; 2025Q2: 350,876 shares; 2025Q3: 578,361 shares; 2025Q4: 649,154 shares 649,154 $52.7M 0.42% +70,793 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: 1,766,915 shares; 2024Q4: 1,965,057 shares; 2025Q1: 914,547 shares; 2025Q2: 696,657 shares; 2025Q3: 639,047 shares; 2025Q4: 587,729 shares 587,729 $52.6M 0.42% -51,318 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,427 shares; 2025Q3: 1,822,843 shares; 2025Q4: 1,910,928 shares 1,910,928 $49.7M 0.4% +88,085 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,581 shares; 2024Q4: 469,058 shares; 2025Q1: 901,340 shares; 2025Q2: 1,092,969 shares; 2025Q3: 1,562,292 shares; 2025Q4: 1,889,316 shares 1,889,316 $46M 0.37% +327,024 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: 35,652 shares; 2024Q4: 53,311 shares; 2025Q1: 58,938 shares; 2025Q2: 77,109 shares; 2025Q3: 83,957 shares; 2025Q4: 99,176 shares 99,176 $44.6M 0.36% +15,219 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,030 shares; 2024Q4: 1,002,360 shares; 2025Q1: 954,107 shares; 2025Q2: 968,544 shares; 2025Q3: 830,507 shares; 2025Q4: 1,568,399 shares 1,568,399 $43M 0.35% +737,892 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: 169,433 shares; 2024Q4: 202,477 shares; 2025Q1: 227,310 shares; 2025Q2: 272,975 shares; 2025Q3: 318,099 shares; 2025Q4: 347,295 shares 347,295 $41.8M 0.34% +29,196 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: 14,244 shares; 2024Q4: 20,551 shares; 2025Q1: 25,303 shares; 2025Q2: 32,430 shares; 2025Q3: 34,469 shares; 2025Q4: 38,034 shares 38,034 $40.9M 0.33% +3,565 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: 87,417 shares; 2024Q4: 101,111 shares; 2025Q1: 137,423 shares; 2025Q2: 179,717 shares; 2025Q3: 186,501 shares; 2025Q4: 194,854 shares 194,854 $40.3M 0.32% +8,353 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: 126,839 shares; 2024Q4: 134,359 shares; 2025Q1: 221,568 shares; 2025Q2: 259,882 shares; 2025Q3: 271,703 shares; 2025Q4: 278,479 shares 278,479 $40M 0.32% +6,776 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,867 shares; 2025Q2: 39,691 shares; 2025Q3: 1,316,034 shares; 2025Q4: 1,360,431 shares 1,360,431 $39.2M 0.31% +44,397 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: 6,197 shares; 2024Q4: 96,059 shares; 2025Q1: 88,562 shares; 2025Q2: 463,616 shares; 2025Q3: 710,280 shares; 2025Q4: 780,508 shares 780,508 $39M 0.31% +70,228 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,041 shares; 2025Q1: 165,048 shares; 2025Q2: 79,331 shares; 2025Q3: 465,545 shares; 2025Q4: 593,799 shares 593,799 $38.5M 0.31% +128,254 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: 107,150 shares; 2024Q4: 145,435 shares; 2025Q1: 159,330 shares; 2025Q2: 253,098 shares; 2025Q3: 308,438 shares; 2025Q4: 340,015 shares 340,015 $37.9M 0.3% +31,577 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: 92,460 shares; 2024Q4: 103,837 shares; 2025Q1: 110,788 shares; 2025Q2: 135,677 shares; 2025Q3: 221,319 shares; 2025Q4: 254,445 shares 254,445 $36.5M 0.29% +33,126 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 1,082,709 shares; 2025Q4: 1,114,156 shares 1,114,156 $36.2M 0.29% +31,447 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,443,703 shares; 2025Q2: 1,556,456 shares; 2025Q3: 1,653,787 shares; 2025Q4: 1,852,841 shares 1,852,841 $35.9M 0.29% +199,054 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: 662,575 shares; 2024Q4: 634,431 shares; 2025Q1: 461,509 shares; 2025Q2: 453,596 shares; 2025Q3: 444,895 shares; 2025Q4: 445,773 shares 445,773 $35.8M 0.29% +878 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: 113,801 shares; 2024Q4: 152,061 shares; 2025Q1: 137,086 shares; 2025Q2: 153,422 shares; 2025Q3: 160,562 shares; 2025Q4: 178,806 shares 178,806 $31.8M 0.26% +18,244 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: 39,485 shares; 2024Q4: 52,121 shares; 2025Q1: 59,030 shares; 2025Q2: 82,839 shares; 2025Q3: 81,286 shares; 2025Q4: 89,023 shares 89,023 $31.2M 0.25% +7,737 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: 50,970 shares; 2024Q4: 54,635 shares; 2025Q1: 32,643 shares; 2025Q2: 169,586 shares; 2025Q3: 160,742 shares; 2025Q4: 143,889 shares 143,889 $30.5M 0.24% -16,853 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: 15,930 shares; 2024Q4: 18,842 shares; 2025Q1: 21,592 shares; 2025Q2: 32,208 shares; 2025Q3: 32,724 shares; 2025Q4: 35,169 shares 35,169 $30.3M 0.24% +2,445 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,545 shares; 2024Q4: 20,314 shares; 2025Q1: 30,952 shares; 2025Q2: 65,014 shares; 2025Q3: 396,427 shares; 2025Q4: 322,727 shares 322,727 $29.5M 0.24% -73,700 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: 101,886 shares; 2024Q4: 99,143 shares; 2025Q1: 97,439 shares; 2025Q2: 100,713 shares; 2025Q3: 104,919 shares; 2025Q4: 244,511 shares 244,511 $29.4M 0.24% +139,592 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: 146,764 shares; 2024Q4: 280,000 shares; 2025Q1: 222,594 shares; 2025Q2: 230,405 shares; 2025Q3: 235,085 shares; 2025Q4: 236,719 shares 236,719 $29.2M 0.23% +1,634 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,066,035 shares; 2025Q4: 1,117,817 shares 1,117,817 $28.3M 0.23% +51,782 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: 7,843 shares; 2024Q4: 70,978 shares; 2025Q1: 85,023 shares; 2025Q2: 70,375 shares; 2025Q3: 80,172 shares; 2025Q4: 79,796 shares 79,796 $27.4M 0.22% -376 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 492,567 shares; 2025Q4: 505,562 shares 505,562 $27.2M 0.22% +12,995 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: 38,985 shares; 2024Q4: 47,666 shares; 2025Q1: 55,063 shares; 2025Q2: 74,452 shares; 2025Q3: 77,729 shares; 2025Q4: 77,793 shares 77,793 $26.8M 0.21% +64 Timeline IBTH 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: 22,789 shares; 2025Q3: 22,950 shares; 2025Q4: 1,169,742 shares 1,169,742 $26.3M 0.21% +1,146,792 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 722,975 shares; 2025Q4: 748,715 shares 748,715 $26.1M 0.21% +25,740 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: 29,514 shares; 2024Q4: 30,743 shares; 2025Q1: 21,569 shares; 2025Q2: 96,816 shares; 2025Q3: 91,973 shares; 2025Q4: 81,868 shares 81,868 $24.7M 0.2% -10,105 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,482 shares; 2024Q4: 11,112 shares; 2025Q1: 1,712,700 shares; 2025Q2: 2,611,549 shares; 2025Q3: 381,609 shares; 2025Q4: 368,276 shares 368,276 $24.7M 0.2% -13,333 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: 49,028 shares; 2024Q4: 54,621 shares; 2025Q1: 122,972 shares; 2025Q2: 196,403 shares; 2025Q3: 193,622 shares; 2025Q4: 228,835 shares 228,835 $24.5M 0.2% +35,213 Timeline PTLC 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: 8,579 shares; 2024Q4: 8,062 shares; 2025Q1: 7,942 shares; 2025Q2: 7,759 shares; 2025Q3: 7,759 shares; 2025Q4: 439,212 shares 439,212 $24.4M 0.2% +431,453 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: 15,441 shares; 2024Q4: 20,178 shares; 2025Q1: 21,373 shares; 2025Q2: 30,639 shares; 2025Q3: 33,381 shares; 2025Q4: 42,512 shares 42,512 $24.4M 0.2% +9,131 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: 76,983 shares; 2024Q4: 259,698 shares; 2025Q1: 448,737 shares; 2025Q2: 553,717 shares; 2025Q3: 155,659 shares; 2025Q4: 211,861 shares 211,861 $24.1M 0.19% +56,202 Timeline SPIB 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: 106,326 shares; 2024Q4: 87,892 shares; 2025Q1: 59,090 shares; 2025Q2: 38,134 shares; 2025Q3: 20,527 shares; 2025Q4: 711,579 shares 711,579 $24.1M 0.19% +691,052 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 401,738 shares; 2025Q4: 332,824 shares 332,824 $24.1M 0.19% -68,914 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,411 shares; 2024Q4: 53,680 shares; 2025Q1: 53,653 shares; 2025Q2: 53,662 shares; 2025Q3: 53,369 shares; 2025Q4: 53,951 shares 53,951 $24M 0.19% +582 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 12,619 shares; 2025Q1: 371,485 shares; 2025Q2: 851,158 shares; 2025Q3: 814,992 shares; 2025Q4: 802,671 shares 802,671 $23.8M 0.19% -12,321 Timeline FNDX 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: 427,886 shares; 2025Q1: 625,320 shares; 2025Q2: 373,221 shares; 2025Q3: 347,359 shares; 2025Q4: 870,013 shares 870,013 $23.7M 0.19% +522,654 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,129 shares; 2024Q4: 30,427 shares; 2025Q1: 45,609 shares; 2025Q2: 70,494 shares; 2025Q3: 73,236 shares; 2025Q4: 76,797 shares 76,797 $23.7M 0.19% +3,561 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,617 shares; 2024Q4: 466,817 shares; 2025Q1: 348,973 shares; 2025Q2: 354,436 shares; 2025Q3: 312,533 shares; 2025Q4: 505,108 shares 505,108 $23.5M 0.19% +192,575 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: 3,321 shares; 2024Q4: 79,750 shares; 2025Q1: 89,526 shares; 2025Q2: 85,249 shares; 2025Q3: 84,050 shares; 2025Q4: 84,883 shares 84,883 $23.5M 0.19% +833 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 409,522 shares; 2025Q4: 425,441 shares 425,441 $22.3M 0.18% +15,919 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: 59,014 shares; 2024Q4: 92,054 shares; 2025Q1: 114,164 shares; 2025Q2: 141,757 shares; 2025Q3: 149,678 shares; 2025Q4: 137,747 shares 137,747 $22.1M 0.18% -11,931 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: 33,414 shares; 2024Q4: 74,384 shares; 2025Q1: 76,212 shares; 2025Q2: 83,350 shares; 2025Q3: 86,602 shares; 2025Q4: 103,211 shares 103,211 $21.9M 0.18% +16,609 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,290 shares; 2024Q4: 179,814 shares; 2025Q1: 163,260 shares; 2025Q2: 177,977 shares; 2025Q3: 177,398 shares; 2025Q4: 177,497 shares 177,497 $21.6M 0.17% +99 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: 47,851 shares; 2024Q4: 49,226 shares; 2025Q1: 59,033 shares; 2025Q2: 79,581 shares; 2025Q3: 82,042 shares; 2025Q4: 93,295 shares 93,295 $21.3M 0.17% +11,253 Timeline IGEB 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: 5,199 shares; 2024Q4: 14,373 shares; 2025Q1: 192,141 shares; 2025Q2: 248,811 shares; 2025Q3: 386,837 shares; 2025Q4: 464,633 shares 464,633 $21.2M 0.17% +77,796 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: 16,773 shares; 2024Q4: 21,207 shares; 2025Q1: 25,439 shares; 2025Q2: 31,120 shares; 2025Q3: 32,344 shares; 2025Q4: 36,860 shares 36,860 $21M 0.17% +4,516 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: 68,254 shares; 2024Q4: 81,697 shares; 2025Q1: 96,409 shares; 2025Q2: 125,966 shares; 2025Q3: 139,451 shares; 2025Q4: 137,637 shares 137,637 $21M 0.17% -1,814 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,458 shares; 2024Q4: 458,418 shares; 2025Q1: 531,998 shares; 2025Q2: 521,949 shares; 2025Q3: 569,250 shares; 2025Q4: 527,299 shares 527,299 $20.9M 0.17% -41,951 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: 7,292 shares; 2024Q4: 12,414 shares; 2025Q1: 16,643 shares; 2025Q2: 17,245 shares; 2025Q3: 16,185 shares; 2025Q4: 44,105 shares 44,105 $20.9M 0.17% +27,920 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: 572,111 shares; 2024Q4: 520,797 shares; 2025Q1: 290,626 shares; 2025Q2: 290,351 shares; 2025Q3: 244,726 shares; 2025Q4: 463,573 shares 463,573 $20.6M 0.17% +218,847 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: 54,006 shares; 2024Q4: 63,768 shares; 2025Q1: 72,919 shares; 2025Q2: 105,547 shares; 2025Q3: 105,429 shares; 2025Q4: 112,240 shares 112,240 $20.6M 0.17% +6,811 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: 76,720 shares; 2024Q4: 134,765 shares; 2025Q1: 172,578 shares; 2025Q2: 221,467 shares; 2025Q3: 236,024 shares; 2025Q4: 262,146 shares 262,146 $20.2M 0.16% +26,122 Timeline RWL 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: 39,576 shares; 2024Q4: 167,218 shares; 2025Q1: 180,540 shares; 2025Q2: 163,121 shares; 2025Q3: 168,090 shares; 2025Q4: 175,248 shares 175,248 $20.1M 0.16% +7,158 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: 56,595 shares; 2024Q4: 65,699 shares; 2025Q1: 78,105 shares; 2025Q2: 114,344 shares; 2025Q3: 121,795 shares; 2025Q4: 136,635 shares 136,635 $19.6M 0.16% +14,840 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: 5,647 shares; 2024Q4: 104,005 shares; 2025Q1: 431,771 shares; 2025Q2: 465,081 shares; 2025Q3: 423,385 shares; 2025Q4: 725,392 shares 725,392 $19.5M 0.16% +302,007 Timeline VONG 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: 104,940 shares; 2025Q2: 90,838 shares; 2025Q3: 96,825 shares; 2025Q4: 159,448 shares 159,448 $19.4M 0.16% +62,623 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,092 shares; 2024Q4: 83,397 shares; 2025Q1: 206,402 shares; 2025Q2: 240,171 shares; 2025Q3: 105,137 shares; 2025Q4: 96,665 shares 96,665 $19.3M 0.15% -8,472 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 402,391 shares; 2025Q4: 411,316 shares 411,316 $18.3M 0.15% +8,925 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,816 shares; 2024Q4: 10,557 shares; 2025Q1: 11,166 shares; 2025Q2: 19,057 shares; 2025Q3: 19,195 shares; 2025Q4: 20,715 shares 20,715 $18.2M 0.15% +1,520 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,067 shares; 2024Q4: not reported; 2025Q1: 136,740 shares; 2025Q2: 394,720 shares; 2025Q3: 436,287 shares; 2025Q4: 636,337 shares 636,337 $18.1M 0.15% +200,050 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 602,802 shares; 2025Q4: 622,854 shares 622,854 $18.1M 0.15% +20,052 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 646,003 shares; 2025Q4: 673,128 shares 673,128 $17.7M 0.14% +27,125 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: 16,930 shares; 2024Q4: 36,730 shares; 2025Q1: 67,836 shares; 2025Q2: 86,478 shares; 2025Q3: 100,283 shares; 2025Q4: 176,777 shares 176,777 $17.7M 0.14% +76,494 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 907,352 shares; 2025Q4: 934,855 shares 934,855 $17.5M 0.14% +27,503 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,707 shares; 2025Q3: 94,453 shares; 2025Q4: 245,051 shares 245,051 $17.4M 0.14% +150,598 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: 51,237 shares; 2024Q4: 53,066 shares; 2025Q1: 53,838 shares; 2025Q2: 54,667 shares; 2025Q3: 56,930 shares; 2025Q4: 120,390 shares 120,390 $17.3M 0.14% +63,460 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: 32,419 shares; 2024Q4: 47,160 shares; 2025Q1: 54,734 shares; 2025Q2: 73,873 shares; 2025Q3: 83,417 shares; 2025Q4: 88,171 shares 88,171 $17.2M 0.14% +4,754 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: 3,495 shares; 2024Q4: 6,058 shares; 2025Q1: 74,245 shares; 2025Q2: 137,877 shares; 2025Q3: 149,926 shares; 2025Q4: 158,478 shares 158,478 $16.9M 0.14% +8,552 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: 57,347 shares; 2024Q4: 55,657 shares; 2025Q1: 65,419 shares; 2025Q2: 71,925 shares; 2025Q3: 73,321 shares; 2025Q4: 76,610 shares 76,610 $16.8M 0.14% +3,289 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: 4,430 shares; 2024Q4: 10,060 shares; 2025Q1: 10,935 shares; 2025Q2: 17,678 shares; 2025Q3: 18,210 shares; 2025Q4: 20,448 shares 20,448 $16.8M 0.13% +2,238 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: 50,037 shares; 2024Q4: 68,722 shares; 2025Q1: 89,760 shares; 2025Q2: 124,198 shares; 2025Q3: 140,743 shares; 2025Q4: 158,043 shares 158,043 $16.6M 0.13% +17,300 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: 316,162 shares; 2024Q4: 322,213 shares; 2025Q1: 249,290 shares; 2025Q2: 244,709 shares; 2025Q3: 230,246 shares; 2025Q4: 298,513 shares 298,513 $16.3M 0.13% +68,267 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,856 shares; 2025Q2: 28,757 shares; 2025Q3: 498,401 shares; 2025Q4: 508,723 shares 508,723 $16.2M 0.13% +10,322 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: 89,161 shares; 2024Q4: 99,793 shares; 2025Q1: 116,709 shares; 2025Q2: 199,259 shares; 2025Q3: 206,621 shares; 2025Q4: 231,689 shares 231,689 $16.2M 0.13% +25,068 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,774 shares; 2024Q4: 138,187 shares; 2025Q1: 148,627 shares; 2025Q2: 397,493 shares; 2025Q3: 401,039 shares; 2025Q4: 400,925 shares 400,925 $16.1M 0.13% -114 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071,081 shares; 2024Q4: 975,247 shares; 2025Q1: 771,066 shares; 2025Q2: 402,331 shares; 2025Q3: 357,695 shares; 2025Q4: 342,643 shares 342,643 $16.1M 0.13% -15,052 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,122 shares; 2024Q4: 17,997 shares; 2025Q1: 20,816 shares; 2025Q2: 37,397 shares; 2025Q3: 37,432 shares; 2025Q4: 43,271 shares 43,271 $16M 0.13% +5,839 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: 7,003 shares; 2024Q4: 7,445 shares; 2025Q1: 13,628 shares; 2025Q2: 17,389 shares; 2025Q3: 23,473 shares; 2025Q4: 21,059 shares 21,059 $15.9M 0.13% -2,414 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: 87,612 shares; 2024Q4: 95,923 shares; 2025Q1: 105,475 shares; 2025Q2: 150,958 shares; 2025Q3: 157,357 shares; 2025Q4: 168,473 shares 168,473 $15.7M 0.13% +11,116 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: 7,954 shares; 2024Q4: 14,158 shares; 2025Q1: 26,193 shares; 2025Q2: 70,702 shares; 2025Q3: 69,155 shares; 2025Q4: 88,424 shares 88,424 $15.7M 0.13% +19,269 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: 12,676 shares; 2025Q1: 13,046 shares; 2025Q2: 14,110 shares; 2025Q3: 14,239 shares; 2025Q4: 14,649 shares 14,649 $15.7M 0.13% +410 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,635 shares; 2024Q4: 90,427 shares; 2025Q1: 81,510 shares; 2025Q2: 80,411 shares; 2025Q3: 74,318 shares; 2025Q4: 75,520 shares 75,520 $15.5M 0.12% +1,202 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: 26,015 shares; 2024Q4: 36,120 shares; 2025Q1: 42,990 shares; 2025Q2: 81,978 shares; 2025Q3: 82,787 shares; 2025Q4: 103,949 shares 103,949 $15.5M 0.12% +21,162 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,400 shares; 2024Q4: 330,250 shares; 2025Q1: 378,344 shares; 2025Q2: 375,728 shares; 2025Q3: 384,720 shares; 2025Q4: 376,004 shares 376,004 $15.4M 0.12% -8,716 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: 8,043 shares; 2024Q4: 11,217 shares; 2025Q1: 13,269 shares; 2025Q2: 16,207 shares; 2025Q3: 17,069 shares; 2025Q4: 161,613 shares 161,613 $15.2M 0.12% +144,544 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: 33,398 shares; 2024Q4: 33,388 shares; 2025Q1: 23,945 shares; 2025Q2: 27,392 shares; 2025Q3: 32,585 shares; 2025Q4: 37,363 shares 37,363 $14.8M 0.12% +4,778 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,866 shares; 2024Q4: 46,811 shares; 2025Q1: 52,156 shares; 2025Q2: 42,529 shares; 2025Q3: 42,319 shares; 2025Q4: 40,834 shares 40,834 $14.7M 0.12% -1,485 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,566 shares; 2024Q4: 40,698 shares; 2025Q1: 45,658 shares; 2025Q2: 47,173 shares; 2025Q3: 51,124 shares; 2025Q4: 210,248 shares 210,248 $14.6M 0.12% +159,124 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: 17,281 shares; 2024Q4: 20,825 shares; 2025Q1: 28,176 shares; 2025Q2: 37,842 shares; 2025Q3: 39,455 shares; 2025Q4: 48,843 shares 48,843 $14.5M 0.12% +9,388 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 311,542 shares 311,542 $14.4M 0.12% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,088 shares; 2024Q4: 20,070 shares; 2025Q1: 23,321 shares; 2025Q2: 25,196 shares; 2025Q3: 27,168 shares; 2025Q4: 27,324 shares 27,324 $14.3M 0.11% +156 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,371 shares; 2024Q4: 135,552 shares; 2025Q1: 214,275 shares; 2025Q2: 354,384 shares; 2025Q3: 308,232 shares; 2025Q4: 282,439 shares 282,439 $14.2M 0.11% -25,793 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: 7,012 shares; 2024Q4: 8,653 shares; 2025Q1: 11,154 shares; 2025Q2: 27,589 shares; 2025Q3: 35,944 shares; 2025Q4: 41,673 shares 41,673 $14M 0.11% +5,729 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,504 shares; 2024Q4: 135,385 shares; 2025Q1: 172,511 shares; 2025Q2: 195,104 shares; 2025Q3: 205,654 shares; 2025Q4: 250,668 shares 250,668 $13.8M 0.11% +45,014 Timeline FLOT 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: 13,462 shares; 2024Q4: 17,077 shares; 2025Q1: 62,978 shares; 2025Q2: 110,327 shares; 2025Q3: 107,261 shares; 2025Q4: 270,291 shares 270,291 $13.7M 0.11% +163,030 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,822 shares; 2024Q4: 286,049 shares; 2025Q1: 243,358 shares; 2025Q2: 236,620 shares; 2025Q3: 241,858 shares; 2025Q4: 239,878 shares 239,878 $13.7M 0.11% -1,980 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,006 shares; 2024Q4: 16,365 shares; 2025Q1: 78,977 shares; 2025Q2: 80,589 shares; 2025Q3: 89,895 shares; 2025Q4: 54,089 shares 54,089 $13.7M 0.11% -35,806 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: 162,093 shares; 2024Q4: 164,100 shares; 2025Q1: 98,733 shares; 2025Q2: 161,167 shares; 2025Q3: 153,881 shares; 2025Q4: 291,883 shares 291,883 $13.7M 0.11% +138,002 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,148 shares; 2024Q4: 9,067 shares; 2025Q1: 15,422 shares; 2025Q2: 31,059 shares; 2025Q3: 35,732 shares; 2025Q4: 43,764 shares 43,764 $13.7M 0.11% +8,032 Timeline USFR 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: 214,003 shares; 2024Q4: 248,759 shares; 2025Q1: 187,242 shares; 2025Q2: 223,866 shares; 2025Q3: 222,815 shares; 2025Q4: 268,371 shares 268,371 $13.5M 0.11% +45,556 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: 70,167 shares; 2024Q4: 76,827 shares; 2025Q1: 97,585 shares; 2025Q2: 137,220 shares; 2025Q3: 137,701 shares; 2025Q4: 139,648 shares 139,648 $13.1M 0.11% +1,947 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,656 shares; 2024Q4: 10,937 shares; 2025Q1: 19,488 shares; 2025Q2: 25,772 shares; 2025Q3: 39,975 shares; 2025Q4: 42,734 shares 42,734 $13M 0.1% +2,759 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,980 shares; 2024Q4: 107,482 shares; 2025Q1: 120,420 shares; 2025Q2: 134,928 shares; 2025Q3: 141,195 shares; 2025Q4: 136,017 shares 136,017 $13M 0.1% -5,178 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,297 shares; 2024Q4: 139,319 shares; 2025Q1: 158,634 shares; 2025Q2: 157,520 shares; 2025Q3: 139,812 shares; 2025Q4: 161,241 shares 161,241 $12.8M 0.1% +21,429 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 376,862 shares; 2025Q4: 244,689 shares 244,689 $12.8M 0.1% -132,173 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,242 shares; 2025Q1: 51,629 shares; 2025Q2: 53,894 shares; 2025Q3: 56,600 shares; 2025Q4: 95,640 shares 95,640 $12.5M 0.1% +39,040 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: 22,393 shares; 2024Q4: 25,926 shares; 2025Q1: 29,982 shares; 2025Q2: 35,538 shares; 2025Q3: 36,828 shares; 2025Q4: 40,915 shares 40,915 $12.5M 0.1% +4,087 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,591 shares; 2024Q4: 31,228 shares; 2025Q1: 34,339 shares; 2025Q2: 37,959 shares; 2025Q3: 44,132 shares; 2025Q4: 57,746 shares 57,746 $12.4M 0.1% +13,614 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: 25,000 shares; 2024Q4: 52,987 shares; 2025Q1: 56,017 shares; 2025Q2: 61,140 shares; 2025Q3: 73,861 shares; 2025Q4: 70,827 shares 70,827 $12.3M 0.1% -3,034 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,530 shares; 2024Q4: 82,055 shares; 2025Q1: 70,712 shares; 2025Q2: 72,109 shares; 2025Q3: 71,937 shares; 2025Q4: 255,184 shares 255,184 $12.3M 0.1% +183,247 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,877 shares; 2024Q4: 15,882 shares; 2025Q1: 19,475 shares; 2025Q2: 21,557 shares; 2025Q3: 36,470 shares; 2025Q4: 42,983 shares 42,983 $12.3M 0.1% +6,513 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: 6,374 shares; 2024Q4: 9,763 shares; 2025Q1: 16,302 shares; 2025Q2: 28,182 shares; 2025Q3: 29,025 shares; 2025Q4: 35,052 shares 35,052 $12.3M 0.1% +6,027 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,741 shares; 2024Q4: 45,096 shares; 2025Q1: 50,771 shares; 2025Q2: 56,486 shares; 2025Q3: 60,101 shares; 2025Q4: 62,069 shares 62,069 $12.1M 0.1% +1,968 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: 10,999 shares; 2024Q4: 9,188 shares; 2025Q1: 8,269 shares; 2025Q2: 8,450 shares; 2025Q3: 25,656 shares; 2025Q4: 262,484 shares 262,484 $12.1M 0.1% +236,828 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: 49,893 shares; 2024Q4: 64,202 shares; 2025Q1: 137,048 shares; 2025Q2: 205,603 shares; 2025Q3: 201,993 shares; 2025Q4: 223,085 shares 223,085 $12M 0.1% +21,092 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: 214,449 shares; 2024Q4: 299,931 shares; 2025Q1: 382,332 shares; 2025Q2: 459,082 shares; 2025Q3: 477,635 shares; 2025Q4: 480,517 shares 480,517 $11.9M 0.1% +2,882 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,574 shares; 2024Q4: 458,732 shares; 2025Q1: 274,570 shares; 2025Q2: 238,743 shares; 2025Q3: 204,367 shares; 2025Q4: 209,363 shares 209,363 $11.9M 0.1% +4,996 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: 114,974 shares; 2024Q4: 115,046 shares; 2025Q1: 83,222 shares; 2025Q2: 70,390 shares; 2025Q3: 71,659 shares; 2025Q4: 265,482 shares 265,482 $11.9M 0.1% +193,823 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 4,965 shares; 2025Q1: 5,070 shares; 2025Q2: 23,341 shares; 2025Q3: 23,675 shares; 2025Q4: 24,472 shares 24,472 $11.8M 0.09% +797 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: 31,778 shares; 2024Q4: 34,891 shares; 2025Q1: 47,221 shares; 2025Q2: 56,201 shares; 2025Q3: 62,158 shares; 2025Q4: 75,398 shares 75,398 $11.6M 0.09% +13,240 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: 9,101 shares; 2024Q4: 28,344 shares; 2025Q1: 27,566 shares; 2025Q2: 28,357 shares; 2025Q3: 26,729 shares; 2025Q4: 30,829 shares 30,829 $11.5M 0.09% +4,100 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,664 shares; 2025Q1: 25,509 shares; 2025Q2: 36,004 shares; 2025Q3: 40,159 shares; 2025Q4: 66,421 shares 66,421 $11.4M 0.09% +26,262 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 15 shares 15 $11.3M 0.09% +10 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 27,469 shares; 2025Q1: 63,470 shares; 2025Q2: 79,384 shares; 2025Q3: 83,407 shares; 2025Q4: 96,453 shares 96,453 $11.3M 0.09% +13,046 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,298 shares; 2024Q4: 22,889 shares; 2025Q1: 36,663 shares; 2025Q2: 53,100 shares; 2025Q3: 55,947 shares; 2025Q4: 65,153 shares 65,153 $11.1M 0.09% +9,206 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,644 shares; 2024Q4: 21,484 shares; 2025Q1: 25,582 shares; 2025Q2: 29,693 shares; 2025Q3: 44,398 shares; 2025Q4: 51,654 shares 51,654 $11.1M 0.09% +7,256 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,277 shares; 2024Q4: 124,497 shares; 2025Q1: 138,773 shares; 2025Q2: 142,762 shares; 2025Q3: 164,900 shares; 2025Q4: 188,940 shares 188,940 $11M 0.09% +24,040 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: 8,587 shares; 2024Q4: 14,789 shares; 2025Q1: 20,573 shares; 2025Q2: 25,925 shares; 2025Q3: 25,724 shares; 2025Q4: 33,207 shares 33,207 $11M 0.09% +7,483 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,617 shares; 2024Q4: 86,602 shares; 2025Q1: 94,816 shares; 2025Q2: 91,960 shares; 2025Q3: 90,797 shares; 2025Q4: 105,797 shares 105,797 $10.8M 0.09% +15,000 Timeline IDEV 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: 3,523 shares; 2024Q4: not reported; 2025Q1: 79,694 shares; 2025Q2: 141,579 shares; 2025Q3: 133,210 shares; 2025Q4: 130,879 shares 130,879 $10.8M 0.09% -2,331 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,173 shares; 2025Q1: 125,853 shares; 2025Q2: 217,749 shares; 2025Q3: 256,551 shares; 2025Q4: 213,085 shares 213,085 $10.8M 0.09% -43,466 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,449 shares; 2024Q4: 67,203 shares; 2025Q1: 27,661 shares; 2025Q2: 21,261 shares; 2025Q3: 15,197 shares; 2025Q4: 105,225 shares 105,225 $10.7M 0.09% +90,028 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550,502 shares 550,502 $10.7M 0.09% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023,146 shares; 2024Q4: 2,692,109 shares; 2025Q1: 3,132,338 shares; 2025Q2: 5,166,476 shares; 2025Q3: 436,166 shares; 2025Q4: 366,209 shares 366,209 $10.7M 0.09% -69,957 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: 1,660 shares; 2024Q4: 11,157 shares; 2025Q1: 17,760 shares; 2025Q2: 44,925 shares; 2025Q3: 49,659 shares; 2025Q4: 50,635 shares 50,635 $10.6M 0.08% +976 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: 43,024 shares; 2024Q4: 50,340 shares; 2025Q1: 54,329 shares; 2025Q2: 61,229 shares; 2025Q3: 81,263 shares; 2025Q4: 84,095 shares 84,095 $10.5M 0.08% +2,832 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,783 shares; 2024Q4: 477,034 shares; 2025Q1: 475,134 shares; 2025Q2: 471,040 shares; 2025Q3: 471,030 shares; 2025Q4: 461,074 shares 461,074 $10.5M 0.08% -9,956 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,083 shares; 2024Q4: 80,197 shares; 2025Q1: 102,979 shares; 2025Q2: 129,899 shares; 2025Q3: 141,729 shares; 2025Q4: 181,205 shares 181,205 $10.4M 0.08% +39,476 Timeline FTCS 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: 2,591 shares; 2024Q4: not reported; 2025Q1: 2,237 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,162 shares 112,162 $10.4M 0.08% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,564 shares; 2024Q4: 187,898 shares; 2025Q1: 194,201 shares; 2025Q2: 180,930 shares; 2025Q3: 181,275 shares; 2025Q4: 180,974 shares 180,974 $10.4M 0.08% -301 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,801 shares; 2024Q4: 29,858 shares; 2025Q1: 30,489 shares; 2025Q2: 31,300 shares; 2025Q3: 31,257 shares; 2025Q4: 32,399 shares 32,399 $10.3M 0.08% +1,142 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,626 shares; 2024Q4: 12,835 shares; 2025Q1: 18,520 shares; 2025Q2: 17,184 shares; 2025Q3: 18,452 shares; 2025Q4: 20,159 shares 20,159 $10.3M 0.08% +1,707 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,405 shares; 2024Q4: 113,534 shares; 2025Q1: 133,187 shares; 2025Q2: 137,023 shares; 2025Q3: 131,379 shares; 2025Q4: 149,453 shares 149,453 $10.1M 0.08% +18,074 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,123 shares; 2024Q4: 37,810 shares; 2025Q1: 40,205 shares; 2025Q2: 45,247 shares; 2025Q3: 47,472 shares; 2025Q4: 45,119 shares 45,119 $10.1M 0.08% -2,353 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,255 shares; 2025Q1: 4,761 shares; 2025Q2: 2,966 shares; 2025Q3: 2,712 shares; 2025Q4: 41,676 shares 41,676 $10.1M 0.08% +38,964 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,005 shares; 2024Q4: 23,475 shares; 2025Q1: 25,207 shares; 2025Q2: 37,512 shares; 2025Q3: 39,034 shares; 2025Q4: 43,455 shares 43,455 $10.1M 0.08% +4,421 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: 1,410 shares; 2024Q4: 1,969 shares; 2025Q1: 2,336 shares; 2025Q2: 7,852 shares; 2025Q3: 7,627 shares; 2025Q4: 8,213 shares 8,213 $9.98M 0.08% +586 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: 6,605 shares; 2025Q1: 10,635 shares; 2025Q2: 11,724 shares; 2025Q3: 12,850 shares; 2025Q4: 15,080 shares 15,080 $9.86M 0.08% +2,230 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 15,006 shares; 2025Q1: 16,573 shares; 2025Q2: 19,068 shares; 2025Q3: 18,810 shares; 2025Q4: 20,874 shares 20,874 $9.8M 0.08% +2,064 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 3,935 shares; 2025Q1: 6,142 shares; 2025Q2: 21,093 shares; 2025Q3: 24,251 shares; 2025Q4: 40,364 shares 40,364 $9.78M 0.08% +16,113 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: 16,857 shares; 2024Q4: 19,293 shares; 2025Q1: 26,873 shares; 2025Q2: 34,155 shares; 2025Q3: 35,408 shares; 2025Q4: 40,096 shares 40,096 $9.67M 0.08% +4,688 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: 9,742 shares; 2024Q4: 11,915 shares; 2025Q1: 12,961 shares; 2025Q2: 22,518 shares; 2025Q3: 14,741 shares; 2025Q4: 19,776 shares 19,776 $9.57M 0.08% +5,035 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,086 shares; 2024Q4: 6,543 shares; 2025Q1: 6,165 shares; 2025Q2: 12,850 shares; 2025Q3: 14,659 shares; 2025Q4: 132,983 shares 132,983 $9.5M 0.08% +118,324 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: 28,341 shares; 2024Q4: 27,898 shares; 2025Q1: 27,096 shares; 2025Q2: 26,489 shares; 2025Q3: 26,182 shares; 2025Q4: 29,941 shares 29,941 $9.43M 0.08% +3,759 Timeline ICSH 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: 31,189 shares; 2024Q4: 149,733 shares; 2025Q1: 129,001 shares; 2025Q2: 159,354 shares; 2025Q3: 153,737 shares; 2025Q4: 185,920 shares 185,920 $9.4M 0.08% +32,183 Timeline DGRW 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: 94,693 shares; 2024Q4: 133,380 shares; 2025Q1: 61,674 shares; 2025Q2: 86,284 shares; 2025Q3: 77,925 shares; 2025Q4: 103,759 shares 103,759 $9.28M 0.07% +25,834 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,512 shares; 2024Q4: 28,122 shares; 2025Q1: 30,224 shares; 2025Q2: 35,120 shares; 2025Q3: 33,891 shares; 2025Q4: 35,740 shares 35,740 $9.18M 0.07% +1,849 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 1,000 shares; 2025Q1: 1,334 shares; 2025Q2: 1,446 shares; 2025Q3: 1,530 shares; 2025Q4: 1,700 shares 1,700 $9.11M 0.07% +170 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,122 shares; 2024Q4: 47,501 shares; 2025Q1: 51,779 shares; 2025Q2: 157,744 shares; 2025Q3: 151,125 shares; 2025Q4: 143,078 shares 143,078 $9.04M 0.07% -8,047 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: 6,381 shares; 2024Q4: 9,851 shares; 2025Q1: 11,746 shares; 2025Q2: 11,903 shares; 2025Q3: 11,570 shares; 2025Q4: 15,504 shares 15,504 $8.98M 0.07% +3,934 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,351 shares; 2024Q4: 14,457 shares; 2025Q1: 18,661 shares; 2025Q2: 18,516 shares; 2025Q3: 16,861 shares; 2025Q4: 30,972 shares 30,972 $8.92M 0.07% +14,111 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: 77,243 shares; 2024Q4: 80,661 shares; 2025Q1: 86,986 shares; 2025Q2: 87,561 shares; 2025Q3: 93,725 shares; 2025Q4: 147,459 shares 147,459 $8.87M 0.07% +53,734 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 213,386 shares 213,386 $8.85M 0.07% new Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 327,562 shares; 2025Q4: 348,189 shares 348,189 $8.83M 0.07% +20,627 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,661 shares; 2024Q4: 386,973 shares; 2025Q1: 390,674 shares; 2025Q2: 223,888 shares; 2025Q3: 218,910 shares; 2025Q4: 213,685 shares 213,685 $8.82M 0.07% -5,225 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,082 shares; 2024Q4: 19,581 shares; 2025Q1: 25,546 shares; 2025Q2: 34,513 shares; 2025Q3: 28,595 shares; 2025Q4: 33,229 shares 33,229 $8.8M 0.07% +4,634 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,724 shares; 2024Q4: 713,524 shares; 2025Q1: 865,080 shares; 2025Q2: 171,596 shares; 2025Q3: 146,885 shares; 2025Q4: 113,512 shares 113,512 $8.74M 0.07% -33,373 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: 10,100 shares; 2024Q4: 5,691 shares; 2025Q1: 89,712 shares; 2025Q2: 97,389 shares; 2025Q3: 97,098 shares; 2025Q4: 96,608 shares 96,608 $8.69M 0.07% -490 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,424 shares; 2024Q4: 66,736 shares; 2025Q1: 78,108 shares; 2025Q2: 126,492 shares; 2025Q3: 184,573 shares; 2025Q4: 234,794 shares 234,794 $8.66M 0.07% +50,221 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,281 shares; 2025Q2: 156,348 shares; 2025Q3: 191,569 shares; 2025Q4: 243,314 shares 243,314 $8.6M 0.07% +51,745 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: 12,864 shares; 2024Q4: 33,052 shares; 2025Q1: 37,337 shares; 2025Q2: 48,798 shares; 2025Q3: 44,112 shares; 2025Q4: 55,534 shares 55,534 $8.56M 0.07% +11,422 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234,659 shares 234,659 $8.54M 0.07% new Timeline XMLV 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: 3,552 shares; 2024Q4: 3,563 shares; 2025Q1: 3,578 shares; 2025Q2: 3,590 shares; 2025Q3: 3,593 shares; 2025Q4: 136,222 shares 136,222 $8.5M 0.07% +132,629 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,639 shares; 2024Q4: 42,435 shares; 2025Q1: 51,601 shares; 2025Q2: 41,435 shares; 2025Q3: 52,673 shares; 2025Q4: 155,110 shares 155,110 $8.37M 0.07% +102,437 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: 8,645 shares; 2025Q1: 8,215 shares; 2025Q2: 35,729 shares; 2025Q3: 49,080 shares; 2025Q4: 48,592 shares 48,592 $8.28M 0.07% -488 Timeline MDYG 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: 37,022 shares; 2024Q4: 36,186 shares; 2025Q1: 11,988 shares; 2025Q2: 11,810 shares; 2025Q3: 10,681 shares; 2025Q4: 89,545 shares 89,545 $8.28M 0.07% +78,864 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: 3,004 shares; 2024Q4: 7,034 shares; 2025Q1: 13,296 shares; 2025Q2: 61,255 shares; 2025Q3: 62,951 shares; 2025Q4: 71,216 shares 71,216 $8.27M 0.07% +8,265 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: 4,551 shares; 2024Q4: 14,212 shares; 2025Q1: 15,322 shares; 2025Q2: 17,849 shares; 2025Q3: 22,401 shares; 2025Q4: 30,790 shares 30,790 $8.26M 0.07% +8,389 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,954 shares; 2025Q3: 106,616 shares; 2025Q4: 293,747 shares 293,747 $8.24M 0.07% +187,131 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: 6,733 shares; 2024Q4: 8,242 shares; 2025Q1: 9,384 shares; 2025Q2: 32,675 shares; 2025Q3: 33,143 shares; 2025Q4: 33,394 shares 33,394 $8.23M 0.07% +251 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: 41,723 shares; 2024Q4: 60,532 shares; 2025Q1: 71,910 shares; 2025Q2: 84,302 shares; 2025Q3: 89,328 shares; 2025Q4: 92,071 shares 92,071 $8.03M 0.06% +2,743 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,988 shares; 2024Q4: 18,323 shares; 2025Q1: 73,068 shares; 2025Q2: 86,291 shares; 2025Q3: 93,508 shares; 2025Q4: 97,925 shares 97,925 $7.96M 0.06% +4,417 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: 14,196 shares; 2024Q4: 18,643 shares; 2025Q1: 20,252 shares; 2025Q2: 24,325 shares; 2025Q3: 23,649 shares; 2025Q4: 24,233 shares 24,233 $7.93M 0.06% +584 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,054 shares; 2024Q4: 86,808 shares; 2025Q1: 94,174 shares; 2025Q2: 116,953 shares; 2025Q3: 114,693 shares; 2025Q4: 104,828 shares 104,828 $7.91M 0.06% -9,865 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,237 shares; 2024Q4: 184,234 shares; 2025Q1: 175,827 shares; 2025Q2: 172,783 shares; 2025Q3: 175,102 shares; 2025Q4: 168,011 shares 168,011 $7.91M 0.06% -7,091 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,899 shares; 2024Q4: 16,960 shares; 2025Q1: 18,511 shares; 2025Q2: 31,883 shares; 2025Q3: 33,902 shares; 2025Q4: 36,392 shares 36,392 $7.9M 0.06% +2,490 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: 81,205 shares; 2024Q4: 96,588 shares; 2025Q1: 113,918 shares; 2025Q2: 119,907 shares; 2025Q3: 121,175 shares; 2025Q4: 118,975 shares 118,975 $7.85M 0.06% -2,200 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,533 shares; 2024Q4: 54,680 shares; 2025Q1: 83,168 shares; 2025Q2: 164,559 shares; 2025Q3: 138,016 shares; 2025Q4: 100,769 shares 100,769 $7.85M 0.06% -37,247 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: 32,945 shares; 2024Q4: 38,900 shares; 2025Q1: 57,172 shares; 2025Q2: 55,560 shares; 2025Q3: 56,561 shares; 2025Q4: 68,389 shares 68,389 $7.78M 0.06% +11,828 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: 50,548 shares; 2024Q4: 51,405 shares; 2025Q1: 47,665 shares; 2025Q2: 46,053 shares; 2025Q3: 45,315 shares; 2025Q4: 103,550 shares 103,550 $7.77M 0.06% +58,235 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: 5,956 shares; 2024Q4: 14,077 shares; 2025Q1: 36,821 shares; 2025Q2: 48,462 shares; 2025Q3: 51,525 shares; 2025Q4: 57,457 shares 57,457 $7.76M 0.06% +5,932 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: 2,367 shares; 2024Q4: 7,257 shares; 2025Q1: 9,692 shares; 2025Q2: 39,575 shares; 2025Q3: 32,960 shares; 2025Q4: 37,563 shares 37,563 $7.63M 0.06% +4,603 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: 41,534 shares; 2025Q3: 46,675 shares; 2025Q4: 283,470 shares 283,470 $7.56M 0.06% +236,795 Timeline IBDS 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: 185,813 shares; 2025Q3: 228,809 shares; 2025Q4: 302,613 shares 302,613 $7.35M 0.06% +73,804 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: 7,924 shares; 2024Q4: 9,959 shares; 2025Q1: 11,896 shares; 2025Q2: 13,840 shares; 2025Q3: 15,581 shares; 2025Q4: 17,196 shares 17,196 $7.33M 0.06% +1,615 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: 5,796 shares; 2024Q4: 13,714 shares; 2025Q1: 16,152 shares; 2025Q2: 50,295 shares; 2025Q3: 53,994 shares; 2025Q4: 63,526 shares 63,526 $7.33M 0.06% +9,532 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 26,996 shares; 2025Q1: 34,974 shares; 2025Q2: 36,971 shares; 2025Q3: 36,910 shares; 2025Q4: 39,270 shares 39,270 $7.23M 0.06% +2,360 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,158 shares; 2024Q4: 122,311 shares; 2025Q1: 90,244 shares; 2025Q2: 79,993 shares; 2025Q3: 58,475 shares; 2025Q4: 61,127 shares 61,127 $7.2M 0.06% +2,652 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: 56,828 shares; 2024Q4: 55,846 shares; 2025Q1: 40,788 shares; 2025Q2: 35,687 shares; 2025Q3: 41,907 shares; 2025Q4: 46,171 shares 46,171 $7.16M 0.06% +4,264 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: 3,706 shares; 2024Q4: 5,274 shares; 2025Q1: 22,631 shares; 2025Q2: 43,777 shares; 2025Q3: 53,116 shares; 2025Q4: 50,667 shares 50,667 $7.15M 0.06% -2,449 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: 7,327 shares; 2024Q4: 8,862 shares; 2025Q1: 10,094 shares; 2025Q2: 21,002 shares; 2025Q3: 21,539 shares; 2025Q4: 20,268 shares 20,268 $7.12M 0.06% -1,271 Timeline TLTP AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 321,816 shares 321,816 $7.09M 0.06% new Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,152 shares; 2025Q2: 143,342 shares; 2025Q3: 198,993 shares; 2025Q4: 198,713 shares 198,713 $7.08M 0.06% -280 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: not reported; 2024Q4: 62,051 shares; 2025Q1: 73,999 shares; 2025Q2: 37,914 shares; 2025Q3: 40,686 shares; 2025Q4: 41,493 shares 41,493 $7.08M 0.06% +807 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,922 shares; 2024Q4: 15,991 shares; 2025Q1: 19,540 shares; 2025Q2: 57,222 shares; 2025Q3: 60,644 shares; 2025Q4: 66,908 shares 66,908 $7.06M 0.06% +6,264 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,522 shares; 2024Q4: 48,942 shares; 2025Q1: 51,811 shares; 2025Q2: 53,575 shares; 2025Q3: 59,876 shares; 2025Q4: 63,879 shares 63,879 $7.04M 0.06% +4,003 Timeline IBDR 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: 231,762 shares; 2025Q3: 247,802 shares; 2025Q4: 289,005 shares 289,005 $7M 0.06% +41,203 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: 6,665 shares; 2024Q4: 13,767 shares; 2025Q1: 77,828 shares; 2025Q2: 168,170 shares; 2025Q3: 205,171 shares; 2025Q4: 289,852 shares 289,852 $6.97M 0.06% +84,681 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: 114,854 shares; 2024Q4: 98,411 shares; 2025Q1: 98,538 shares; 2025Q2: 119,493 shares; 2025Q3: 118,141 shares; 2025Q4: 100,121 shares 100,121 $6.95M 0.06% -18,020 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,690 shares; 2024Q4: 5,579 shares; 2025Q1: 14,535 shares; 2025Q2: 13,841 shares; 2025Q3: 18,488 shares; 2025Q4: 12,221 shares 12,221 $6.94M 0.06% -6,267 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,439 shares; 2024Q4: 23,270 shares; 2025Q1: 41,474 shares; 2025Q2: 57,035 shares; 2025Q3: 66,159 shares; 2025Q4: 72,246 shares 72,246 $6.94M 0.06% +6,087 Timeline MLRG 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: 65,673 shares; 2024Q4: 66,113 shares; 2025Q1: 66,306 shares; 2025Q2: 71,150 shares; 2025Q3: 71,336 shares; 2025Q4: 73,485 shares 73,485 $6.94M 0.06% +2,149 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 194,825 shares; 2025Q2: 220,681 shares; 2025Q3: 233,564 shares; 2025Q4: 238,568 shares 238,568 $6.92M 0.06% +5,004 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,163 shares; 2024Q4: 33,546 shares; 2025Q1: 44,886 shares; 2025Q2: 54,670 shares; 2025Q3: 57,860 shares; 2025Q4: 69,112 shares 69,112 $6.91M 0.06% +11,252 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,496 shares; 2025Q1: 6,663 shares; 2025Q2: 6,339 shares; 2025Q3: 11,060 shares; 2025Q4: 12,085 shares 12,085 $6.89M 0.06% +1,025 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,757 shares; 2025Q3: 54,214 shares; 2025Q4: 135,421 shares 135,421 $6.84M 0.05% +81,207 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,855 shares; 2025Q2: 28,752 shares; 2025Q3: 49,484 shares; 2025Q4: 69,389 shares 69,389 $6.82M 0.05% +19,905 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 944 shares; 2025Q1: 7,147 shares; 2025Q2: 6,691 shares; 2025Q3: 6,859 shares; 2025Q4: 10,107 shares 10,107 $6.81M 0.05% +3,248 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826,482 shares; 2024Q4: 889,590 shares; 2025Q1: 971,401 shares; 2025Q2: 110,191 shares; 2025Q3: 76,499 shares; 2025Q4: 72,204 shares 72,204 $6.79M 0.05% -4,295 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 12,963 shares; 2025Q1: 41,229 shares; 2025Q2: 55,784 shares; 2025Q3: 54,749 shares; 2025Q4: 56,037 shares 56,037 $6.71M 0.05% +1,288 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: 25,829 shares; 2024Q4: 29,258 shares; 2025Q1: 33,554 shares; 2025Q2: 36,249 shares; 2025Q3: 40,234 shares; 2025Q4: 44,834 shares 44,834 $6.68M 0.05% +4,600 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: 16,058 shares; 2024Q4: 18,566 shares; 2025Q1: 51,157 shares; 2025Q2: 52,518 shares; 2025Q3: 49,267 shares; 2025Q4: 47,980 shares 47,980 $6.68M 0.05% -1,287 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,531 shares; 2024Q4: 365,092 shares; 2025Q1: 357,166 shares; 2025Q2: 315,459 shares; 2025Q3: 306,927 shares; 2025Q4: 283,848 shares 283,848 $6.63M 0.05% -23,079 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: 66,263 shares; 2024Q4: 69,181 shares; 2025Q1: 73,358 shares; 2025Q2: 82,215 shares; 2025Q3: 79,407 shares; 2025Q4: 78,527 shares 78,527 $6.61M 0.05% -880 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: 22,805 shares; 2024Q4: 31,369 shares; 2025Q1: 46,173 shares; 2025Q2: 71,114 shares; 2025Q3: 71,330 shares; 2025Q4: 82,135 shares 82,135 $6.59M 0.05% +10,805 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,923 shares; 2024Q4: 105,629 shares; 2025Q1: 127,356 shares; 2025Q2: 148,878 shares; 2025Q3: 159,778 shares; 2025Q4: 161,642 shares 161,642 $6.58M 0.05% +1,864 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: 14,072 shares; 2024Q4: 19,707 shares; 2025Q1: 29,229 shares; 2025Q2: 47,951 shares; 2025Q3: 48,072 shares; 2025Q4: 53,558 shares 53,558 $6.57M 0.05% +5,486 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,277 shares; 2024Q4: 37,203 shares; 2025Q1: 33,545 shares; 2025Q2: 35,114 shares; 2025Q3: 31,137 shares; 2025Q4: 31,221 shares 31,221 $6.53M 0.05% +84 Timeline SJNK 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: 422,557 shares; 2024Q4: 421,213 shares; 2025Q1: 474,980 shares; 2025Q2: 258,251 shares; 2025Q3: 257,879 shares; 2025Q4: 257,647 shares 257,647 $6.52M 0.05% -232 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,656 shares; 2024Q4: 57,138 shares; 2025Q1: 64,417 shares; 2025Q2: 63,876 shares; 2025Q3: 70,109 shares; 2025Q4: 79,549 shares 79,549 $6.5M 0.05% +9,440 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,597 shares; 2024Q4: 127,532 shares; 2025Q1: 136,333 shares; 2025Q2: 143,255 shares; 2025Q3: 165,731 shares; 2025Q4: 165,879 shares 165,879 $6.49M 0.05% +148 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: 12,302 shares; 2024Q4: 15,077 shares; 2025Q1: 17,448 shares; 2025Q2: 20,259 shares; 2025Q3: 19,203 shares; 2025Q4: 25,122 shares 25,122 $6.46M 0.05% +5,919 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,629 shares; 2024Q4: 24,773 shares; 2025Q1: 111,917 shares; 2025Q2: 88,103 shares; 2025Q3: 83,023 shares; 2025Q4: 81,943 shares 81,943 $6.46M 0.05% -1,080 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: 2,599 shares; 2024Q4: 3,999 shares; 2025Q1: 5,562 shares; 2025Q2: 8,719 shares; 2025Q3: 10,626 shares; 2025Q4: 9,746 shares 9,746 $6.46M 0.05% -880 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,535 shares; 2025Q1: 41,770 shares; 2025Q2: 33,878 shares; 2025Q3: 64,903 shares; 2025Q4: 156,332 shares 156,332 $6.43M 0.05% +91,429 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,048 shares; 2024Q4: 64,229 shares; 2025Q1: 32,481 shares; 2025Q2: 40,156 shares; 2025Q3: 36,702 shares; 2025Q4: 36,198 shares 36,198 $6.42M 0.05% -504 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,896 shares; 2025Q2: 148,581 shares; 2025Q3: 216,326 shares; 2025Q4: 231,149 shares 231,149 $6.38M 0.05% +14,823 Timeline XLB 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: 17,825 shares; 2024Q4: 56,478 shares; 2025Q1: 58,699 shares; 2025Q2: 22,361 shares; 2025Q3: 21,120 shares; 2025Q4: 140,670 shares 140,670 $6.38M 0.05% +119,550 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,183 shares; 2024Q4: 23,096 shares; 2025Q1: 22,880 shares; 2025Q2: 20,365 shares; 2025Q3: 21,998 shares; 2025Q4: 53,262 shares 53,262 $6.36M 0.05% +31,264 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,169 shares; 2025Q2: 214,398 shares; 2025Q3: 211,014 shares; 2025Q4: 210,346 shares 210,346 $6.33M 0.05% -668 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: 29,652 shares; 2024Q4: 32,963 shares; 2025Q1: 42,693 shares; 2025Q2: 50,801 shares; 2025Q3: 51,662 shares; 2025Q4: 53,859 shares 53,859 $6.31M 0.05% +2,197 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,142 shares; 2025Q2: 124,718 shares; 2025Q3: 116,850 shares; 2025Q4: 123,485 shares 123,485 $6.31M 0.05% +6,635 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,140 shares; 2024Q4: 48,503 shares; 2025Q1: 69,089 shares; 2025Q2: 63,262 shares; 2025Q3: 85,806 shares; 2025Q4: 183,840 shares 183,840 $6.3M 0.05% +98,034 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: 8,790 shares; 2024Q4: 10,050 shares; 2025Q1: 14,555 shares; 2025Q2: 17,099 shares; 2025Q3: 20,663 shares; 2025Q4: 27,400 shares 27,400 $6.27M 0.05% +6,737 Timeline NVR NVR INC More: the full row for NVR 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: 28 shares; 2025Q4: 857 shares 857 $6.25M 0.05% +829 Timeline VWOB 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: 35,179 shares; 2025Q2: 91,002 shares; 2025Q3: 90,977 shares; 2025Q4: 92,586 shares 92,586 $6.24M 0.05% +1,609 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,574 shares; 2024Q4: 8,464 shares; 2025Q1: 8,928 shares; 2025Q2: 9,494 shares; 2025Q3: 9,795 shares; 2025Q4: 13,296 shares 13,296 $6.19M 0.05% +3,501 Timeline VOT 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: 27,767 shares; 2024Q4: 32,201 shares; 2025Q1: 18,168 shares; 2025Q2: 23,272 shares; 2025Q3: 21,271 shares; 2025Q4: 22,069 shares 22,069 $6.16M 0.05% +798 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 3,049 shares; 2025Q1: 4,918 shares; 2025Q2: 6,267 shares; 2025Q3: 6,027 shares; 2025Q4: 39,969 shares 39,969 $6.12M 0.05% +33,942 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: 43,723 shares; 2024Q4: 43,901 shares; 2025Q1: 44,609 shares; 2025Q2: 45,395 shares; 2025Q3: 45,187 shares; 2025Q4: 45,533 shares 45,533 $6.08M 0.05% +346 Timeline VOX 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: 32,570 shares; 2024Q4: 32,579 shares; 2025Q1: 32,851 shares; 2025Q2: 30,402 shares; 2025Q3: 31,103 shares; 2025Q4: 31,357 shares 31,357 $6.07M 0.05% +254 Timeline EQWL 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: 39,375 shares; 2024Q4: 46,945 shares; 2025Q1: 49,912 shares; 2025Q2: 50,616 shares; 2025Q3: 50,743 shares; 2025Q4: 51,355 shares 51,355 $6.07M 0.05% +612 Timeline SYSB 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: 67,483 shares 67,483 $6.06M 0.05% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,528 shares; 2024Q4: 9,663 shares; 2025Q1: 57,306 shares; 2025Q2: 64,869 shares; 2025Q3: 84,297 shares; 2025Q4: 75,094 shares 75,094 $6.05M 0.05% -9,203 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 9,198 shares; 2025Q1: 61,121 shares; 2025Q2: 87,179 shares; 2025Q3: 82,714 shares; 2025Q4: 124,933 shares 124,933 $6.04M 0.05% +42,219 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,757 shares 59,757 $6.03M 0.05% 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: 79,570 shares; 2024Q4: 127,967 shares; 2025Q1: 158,871 shares; 2025Q2: 207,849 shares; 2025Q3: 221,567 shares; 2025Q4: 241,652 shares 241,652 $6.02M 0.05% +20,085 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,951 shares; 2024Q4: 34,543 shares; 2025Q1: 34,559 shares; 2025Q2: 37,570 shares; 2025Q3: 37,585 shares; 2025Q4: 49,314 shares 49,314 $5.98M 0.05% +11,729 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,066 shares; 2024Q4: 24,557 shares; 2025Q1: 25,286 shares; 2025Q2: 27,861 shares; 2025Q3: 29,647 shares; 2025Q4: 32,117 shares 32,117 $5.96M 0.05% +2,470 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,198 shares; 2024Q4: 18,369 shares; 2025Q1: 27,844 shares; 2025Q2: 31,796 shares; 2025Q3: 32,626 shares; 2025Q4: 32,693 shares 32,693 $5.95M 0.05% +67 Timeline EFAV 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: 48,055 shares; 2024Q4: 43,023 shares; 2025Q1: 50,677 shares; 2025Q2: 77,236 shares; 2025Q3: 75,391 shares; 2025Q4: 68,559 shares 68,559 $5.91M 0.05% -6,832 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,181 shares; 2025Q1: 16,998 shares; 2025Q2: 30,053 shares; 2025Q3: 39,916 shares; 2025Q4: 59,084 shares 59,084 $5.9M 0.05% +19,168 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,009 shares; 2024Q4: 28,077 shares; 2025Q1: 53,174 shares; 2025Q2: 61,885 shares; 2025Q3: 59,506 shares; 2025Q4: 63,016 shares 63,016 $5.9M 0.05% +3,510 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224,970 shares; 2025Q4: 233,965 shares 233,965 $5.83M 0.05% +8,995 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,237 shares 132,237 $5.83M 0.05% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,718 shares; 2024Q4: 4,916 shares; 2025Q1: 9,730 shares; 2025Q2: 9,669 shares; 2025Q3: 9,244 shares; 2025Q4: 9,627 shares 9,627 $5.81M 0.05% +383 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,407 shares; 2024Q4: 33,078 shares; 2025Q1: 48,680 shares; 2025Q2: 54,770 shares; 2025Q3: 68,407 shares; 2025Q4: 65,531 shares 65,531 $5.8M 0.05% -2,876 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,596 shares; 2025Q1: 7,454 shares; 2025Q2: 13,549 shares; 2025Q3: 16,078 shares; 2025Q4: 20,423 shares 20,423 $5.79M 0.05% +4,345 Timeline FLRN 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: 12,261 shares; 2024Q4: 11,564 shares; 2025Q1: 150,827 shares; 2025Q2: 188,078 shares; 2025Q3: 188,487 shares; 2025Q4: 188,038 shares 188,038 $5.78M 0.05% -449 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,120 shares; 2024Q4: 5,776 shares; 2025Q1: 9,331 shares; 2025Q2: 14,769 shares; 2025Q3: 15,459 shares; 2025Q4: 21,179 shares 21,179 $5.74M 0.05% +5,720 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,600 shares; 2024Q4: 444,165 shares; 2025Q1: 455,415 shares; 2025Q2: 251,961 shares; 2025Q3: 252,998 shares; 2025Q4: 282,508 shares 282,508 $5.72M 0.05% +29,510 Timeline XSOE 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: 11,291 shares; 2024Q4: 10,425 shares; 2025Q1: 10,392 shares; 2025Q2: 8,534 shares; 2025Q3: 8,285 shares; 2025Q4: 146,326 shares 146,326 $5.71M 0.05% +138,041 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: 17,852 shares; 2024Q4: 25,994 shares; 2025Q1: 25,401 shares; 2025Q2: 21,703 shares; 2025Q3: 22,478 shares; 2025Q4: 23,157 shares 23,157 $5.7M 0.05% +679 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,176 shares; 2024Q4: 229,338 shares; 2025Q1: 232,350 shares; 2025Q2: 130,476 shares; 2025Q3: 130,843 shares; 2025Q4: 132,927 shares 132,927 $5.7M 0.05% +2,084 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: 49,356 shares; 2024Q4: 50,923 shares; 2025Q1: 55,973 shares; 2025Q2: 55,144 shares; 2025Q3: 54,683 shares; 2025Q4: 54,639 shares 54,639 $5.68M 0.05% -44 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 2,828 shares; 2025Q1: 4,374 shares; 2025Q2: 10,647 shares; 2025Q3: 15,464 shares; 2025Q4: 19,633 shares 19,633 $5.67M 0.05% +4,169 Timeline MINT 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: 245,902 shares; 2024Q4: 262,273 shares; 2025Q1: 297,182 shares; 2025Q2: 313,940 shares; 2025Q3: 55,813 shares; 2025Q4: 56,336 shares 56,336 $5.65M 0.05% +523 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: 12,268 shares; 2024Q4: 9,461 shares; 2025Q1: 9,240 shares; 2025Q2: 68,848 shares; 2025Q3: 70,602 shares; 2025Q4: 67,862 shares 67,862 $5.62M 0.05% -2,740 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: 6,200 shares; 2025Q1: 29,476 shares; 2025Q2: 32,290 shares; 2025Q3: 43,765 shares; 2025Q4: 47,014 shares 47,014 $5.61M 0.05% +3,249 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142,335 shares; 2025Q3: 175,088 shares; 2025Q4: 219,749 shares 219,749 $5.59M 0.04% +44,661 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,079 shares; 2025Q1: 2,642 shares; 2025Q2: 4,343 shares; 2025Q3: 4,774 shares; 2025Q4: 5,946 shares 5,946 $5.55M 0.04% +1,172 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: 4,451 shares; 2024Q4: 6,664 shares; 2025Q1: 7,811 shares; 2025Q2: 8,886 shares; 2025Q3: 8,522 shares; 2025Q4: 9,728 shares 9,728 $5.51M 0.04% +1,206 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,681 shares; 2024Q4: 83,609 shares; 2025Q1: 86,969 shares; 2025Q2: 106,114 shares; 2025Q3: 90,872 shares; 2025Q4: 90,786 shares 90,786 $5.46M 0.04% -86 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,618 shares; 2024Q4: 26,827 shares; 2025Q1: 28,836 shares; 2025Q2: 30,581 shares; 2025Q3: 32,005 shares; 2025Q4: 35,710 shares 35,710 $5.45M 0.04% +3,705 Timeline LQD 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: 8,813 shares; 2024Q4: 7,631 shares; 2025Q1: 6,682 shares; 2025Q2: 19,854 shares; 2025Q3: 19,555 shares; 2025Q4: 49,410 shares 49,410 $5.44M 0.04% +29,855 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: 35,798 shares; 2025Q2: 36,022 shares; 2025Q3: 36,605 shares; 2025Q4: 107,594 shares 107,594 $5.41M 0.04% +70,989 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,107 shares; 2024Q4: 155,244 shares; 2025Q1: 79,790 shares; 2025Q2: 77,368 shares; 2025Q3: 69,371 shares; 2025Q4: 64,640 shares 64,640 $5.41M 0.04% -4,731 Timeline VGSH 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: 875,229 shares; 2024Q4: 923,190 shares; 2025Q1: 686,080 shares; 2025Q2: 658,087 shares; 2025Q3: 103,033 shares; 2025Q4: 91,371 shares 91,371 $5.37M 0.04% -11,662 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,298 shares; 2025Q1: 25,737 shares; 2025Q2: 20,020 shares; 2025Q3: 32,468 shares; 2025Q4: 54,138 shares 54,138 $5.33M 0.04% +21,670 Timeline VCR 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: 7,770 shares; 2024Q4: 7,750 shares; 2025Q1: 13,950 shares; 2025Q2: 13,929 shares; 2025Q3: 18,730 shares; 2025Q4: 13,451 shares 13,451 $5.3M 0.04% -5,279 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,672 shares; 2025Q1: 80,699 shares; 2025Q2: 23,595 shares; 2025Q3: 194,764 shares; 2025Q4: 328,403 shares 328,403 $5.28M 0.04% +133,639 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: 4,082 shares; 2024Q4: 24,564 shares; 2025Q1: 29,689 shares; 2025Q2: 103,082 shares; 2025Q3: 105,114 shares; 2025Q4: 105,433 shares 105,433 $5.27M 0.04% +319 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,630 shares; 2024Q4: 18,761 shares; 2025Q1: 20,034 shares; 2025Q2: 17,200 shares; 2025Q3: 18,262 shares; 2025Q4: 32,689 shares 32,689 $5.26M 0.04% +14,427 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: 1,979 shares; 2024Q4: 20,781 shares; 2025Q1: 20,423 shares; 2025Q2: 13,416 shares; 2025Q3: 13,073 shares; 2025Q4: 38,364 shares 38,364 $5.25M 0.04% +25,291 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 3,720 shares; 2025Q1: 7,055 shares; 2025Q2: 9,944 shares; 2025Q3: 10,083 shares; 2025Q4: 10,271 shares 10,271 $5.25M 0.04% +188 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 14,285 shares; 2025Q2: 51,243 shares; 2025Q3: 83,173 shares; 2025Q4: 115,056 shares 115,056 $5.24M 0.04% +31,883 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 3,463 shares; 2025Q1: 3,343 shares; 2025Q2: 4,744 shares; 2025Q3: 7,416 shares; 2025Q4: 10,737 shares 10,737 $5.23M 0.04% +3,321 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,378 shares; 2025Q1: 13,969 shares; 2025Q2: 17,899 shares; 2025Q3: 19,200 shares; 2025Q4: 26,873 shares 26,873 $5.14M 0.04% +7,673 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: 3,845 shares; 2024Q4: 5,034 shares; 2025Q1: 12,556 shares; 2025Q2: 15,688 shares; 2025Q3: 16,611 shares; 2025Q4: 17,697 shares 17,697 $5.13M 0.04% +1,086 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,159 shares; 2025Q2: 192,912 shares; 2025Q3: 211,588 shares; 2025Q4: 205,736 shares 205,736 $5.13M 0.04% -5,852 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,983 shares; 2025Q1: 9,679 shares; 2025Q2: 7,592 shares; 2025Q3: 7,177 shares; 2025Q4: 31,565 shares 31,565 $5.12M 0.04% +24,388 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,256 shares; 2024Q4: 44,996 shares; 2025Q1: 59,194 shares; 2025Q2: 69,727 shares; 2025Q3: 55,414 shares; 2025Q4: 136,506 shares 136,506 $5.05M 0.04% +81,092 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,914 shares; 2024Q4: 450,167 shares; 2025Q1: 200,798 shares; 2025Q2: 160,913 shares; 2025Q3: 131,306 shares; 2025Q4: 120,439 shares 120,439 $5M 0.04% -10,867 Timeline BKLN 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: 345,623 shares; 2024Q4: 358,471 shares; 2025Q1: 329,923 shares; 2025Q2: 246,178 shares; 2025Q3: 236,144 shares; 2025Q4: 237,983 shares 237,983 $5M 0.04% +1,839 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,442 shares 102,442 $4.99M 0.04% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,728 shares; 2024Q4: 7,092 shares; 2025Q1: 7,634 shares; 2025Q2: 44,400 shares; 2025Q3: 43,025 shares; 2025Q4: 40,849 shares 40,849 $4.97M 0.04% -2,176 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 6,201 shares; 2025Q1: 7,890 shares; 2025Q2: 9,017 shares; 2025Q3: 10,010 shares; 2025Q4: 13,951 shares 13,951 $4.93M 0.04% +3,941 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,030 shares; 2025Q1: 36,611 shares; 2025Q2: 33,714 shares; 2025Q3: 35,147 shares; 2025Q4: 49,806 shares 49,806 $4.92M 0.04% +14,659 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 10,984 shares; 2025Q3: 18,388 shares; 2025Q4: 28,139 shares 28,139 $4.85M 0.04% +9,751 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,264 shares; 2025Q2: 48,882 shares; 2025Q3: 43,420 shares; 2025Q4: 79,253 shares 79,253 $4.76M 0.04% +35,833 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,858 shares; 2024Q4: 61,430 shares; 2025Q1: 61,123 shares; 2025Q2: 59,160 shares; 2025Q3: 59,406 shares; 2025Q4: 59,265 shares 59,265 $4.72M 0.04% -141 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,503 shares; 2025Q2: 127,487 shares; 2025Q3: 148,996 shares; 2025Q4: 149,261 shares 149,261 $4.72M 0.04% +265 Timeline IYY 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: 28,465 shares; 2024Q4: 28,465 shares; 2025Q1: 28,465 shares; 2025Q2: 28,465 shares; 2025Q3: 28,465 shares; 2025Q4: 28,465 shares 28,465 $4.72M 0.04% 0 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: 88,500 shares; 2024Q4: 212,529 shares; 2025Q1: 563,746 shares; 2025Q2: 145,233 shares; 2025Q3: 73,558 shares; 2025Q4: 64,270 shares 64,270 $4.67M 0.04% -9,288 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 932 shares; 2025Q1: 2,738 shares; 2025Q2: 4,068 shares; 2025Q3: 3,988 shares; 2025Q4: 7,586 shares 7,586 $4.59M 0.04% +3,598 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: 4,890 shares; 2025Q1: 21,840 shares; 2025Q2: 35,379 shares; 2025Q3: 39,455 shares; 2025Q4: 45,036 shares 45,036 $4.58M 0.04% +5,581 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: 12,763 shares; 2024Q4: 16,491 shares; 2025Q1: 83,438 shares; 2025Q2: 218,064 shares; 2025Q3: 196,712 shares; 2025Q4: 101,278 shares 101,278 $4.58M 0.04% -95,434 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 4,155 shares; 2025Q1: 4,614 shares; 2025Q2: 27,596 shares; 2025Q3: 26,564 shares; 2025Q4: 27,045 shares 27,045 $4.53M 0.04% +481 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: 58,139 shares; 2024Q4: 65,885 shares; 2025Q1: 46,660 shares; 2025Q2: 38,416 shares; 2025Q3: 27,517 shares; 2025Q4: 29,256 shares 29,256 $4.53M 0.04% +1,739 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,296 shares; 2024Q4: 20,794 shares; 2025Q1: 27,848 shares; 2025Q2: 90,455 shares; 2025Q3: 94,705 shares; 2025Q4: 93,368 shares 93,368 $4.52M 0.04% -1,337 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: 7,992 shares; 2024Q4: 4,974 shares; 2025Q1: 76,905 shares; 2025Q2: 71,821 shares; 2025Q3: 68,115 shares; 2025Q4: 56,712 shares 56,712 $4.52M 0.04% -11,403 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 4,197 shares; 2025Q1: 5,587 shares; 2025Q2: 9,427 shares; 2025Q3: 11,949 shares; 2025Q4: 14,553 shares 14,553 $4.51M 0.04% +2,604 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,781 shares; 2024Q4: 10,791 shares; 2025Q1: 19,978 shares; 2025Q2: 30,520 shares; 2025Q3: 31,145 shares; 2025Q4: 32,499 shares 32,499 $4.48M 0.04% +1,354 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,123 shares; 2025Q1: 23,890 shares; 2025Q2: 12,354 shares; 2025Q3: 19,176 shares; 2025Q4: 32,994 shares 32,994 $4.48M 0.04% +13,818 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,305 shares; 2024Q4: 15,784 shares; 2025Q1: 32,874 shares; 2025Q2: 50,614 shares; 2025Q3: 57,249 shares; 2025Q4: 64,254 shares 64,254 $4.46M 0.04% +7,005 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,978 shares; 2024Q4: 6,603 shares; 2025Q1: 9,749 shares; 2025Q2: 13,141 shares; 2025Q3: 12,715 shares; 2025Q4: 13,099 shares 13,099 $4.42M 0.04% +384 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,898 shares; 2024Q4: 17,385 shares; 2025Q1: 20,262 shares; 2025Q2: 21,138 shares; 2025Q3: 22,536 shares; 2025Q4: 23,754 shares 23,754 $4.41M 0.04% +1,218 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,818 shares; 2024Q4: 24,619 shares; 2025Q1: 31,427 shares; 2025Q2: 43,666 shares; 2025Q3: 41,724 shares; 2025Q4: 45,375 shares 45,375 $4.37M 0.04% +3,651 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,960 shares; 2025Q2: 82,603 shares; 2025Q3: 105,611 shares; 2025Q4: 105,043 shares 105,043 $4.36M 0.03% -568 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,827 shares; 2025Q1: 2,289 shares; 2025Q2: 2,003 shares; 2025Q3: 4,180 shares; 2025Q4: 7,759 shares 7,759 $4.36M 0.03% +3,579 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,694 shares; 2025Q2: 72,326 shares; 2025Q3: 92,403 shares; 2025Q4: 93,983 shares 93,983 $4.34M 0.03% +1,580 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,487 shares; 2025Q1: 9,369 shares; 2025Q2: 13,191 shares; 2025Q3: 14,110 shares; 2025Q4: 18,720 shares 18,720 $4.29M 0.03% +4,610 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: 8,235 shares; 2024Q4: 20,657 shares; 2025Q1: 20,126 shares; 2025Q2: 17,342 shares; 2025Q3: 16,948 shares; 2025Q4: 20,382 shares 20,382 $4.29M 0.03% +3,434 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,705 shares; 2024Q4: 18,004 shares; 2025Q1: 25,887 shares; 2025Q2: 21,160 shares; 2025Q3: 22,152 shares; 2025Q4: 26,690 shares 26,690 $4.27M 0.03% +4,538 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: 16,623 shares; 2024Q4: 16,569 shares; 2025Q1: 42,653 shares; 2025Q2: 39,516 shares; 2025Q3: 42,010 shares; 2025Q4: 53,512 shares 53,512 $4.25M 0.03% +11,502 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,131 shares; 2025Q1: 17,000 shares; 2025Q2: 20,426 shares; 2025Q3: 30,915 shares; 2025Q4: 49,173 shares 49,173 $4.24M 0.03% +18,258 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,778 shares; 2025Q1: 13,148 shares; 2025Q2: 14,584 shares; 2025Q3: 16,006 shares; 2025Q4: 17,454 shares 17,454 $4.24M 0.03% +1,448 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,739 shares; 2024Q4: 283,751 shares; 2025Q1: 398,032 shares; 2025Q2: 427,255 shares; 2025Q3: 393,899 shares; 2025Q4: 363,428 shares 363,428 $4.23M 0.03% -30,471 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 3,909 shares; 2025Q1: 8,627 shares; 2025Q2: 8,114 shares; 2025Q3: 8,750 shares; 2025Q4: 20,193 shares 20,193 $4.2M 0.03% +11,443 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: 3,934 shares; 2024Q4: 5,797 shares; 2025Q1: 11,929 shares; 2025Q2: 15,816 shares; 2025Q3: 13,139 shares; 2025Q4: 15,314 shares 15,314 $4.18M 0.03% +2,175 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,728 shares; 2025Q1: 47,282 shares; 2025Q2: 52,551 shares; 2025Q3: 56,543 shares; 2025Q4: 51,561 shares 51,561 $4.18M 0.03% -4,982 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: 561 shares; 2024Q4: 1,432 shares; 2025Q1: 2,120 shares; 2025Q2: 3,019 shares; 2025Q3: 3,129 shares; 2025Q4: 3,904 shares 3,904 $4.18M 0.03% +775 Timeline SLYG 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: 33,761 shares; 2024Q4: 33,018 shares; 2025Q1: 18,351 shares; 2025Q2: 17,629 shares; 2025Q3: 15,498 shares; 2025Q4: 44,131 shares 44,131 $4.16M 0.03% +28,633 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,620 shares; 2025Q1: 6,051 shares; 2025Q2: 13,550 shares; 2025Q3: 15,924 shares; 2025Q4: 33,014 shares 33,014 $4.16M 0.03% +17,090 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151,501 shares; 2025Q2: 159,840 shares; 2025Q3: 168,496 shares; 2025Q4: 174,437 shares 174,437 $4.13M 0.03% +5,941 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,764 shares; 2024Q4: 32,084 shares; 2025Q1: 39,696 shares; 2025Q2: 51,219 shares; 2025Q3: 52,821 shares; 2025Q4: 55,847 shares 55,847 $4.12M 0.03% +3,026 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,908 shares; 2025Q1: 13,149 shares; 2025Q2: 17,344 shares; 2025Q3: 17,972 shares; 2025Q4: 19,884 shares 19,884 $4.08M 0.03% +1,912 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 6,874 shares; 2025Q1: 8,186 shares; 2025Q2: 12,889 shares; 2025Q3: 14,454 shares; 2025Q4: 23,212 shares 23,212 $4.08M 0.03% +8,758 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: 13,678 shares; 2024Q4: 39,001 shares; 2025Q1: 51,203 shares; 2025Q2: 72,779 shares; 2025Q3: 76,512 shares; 2025Q4: 82,762 shares 82,762 $4.07M 0.03% +6,250 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 8,372 shares; 2025Q1: 10,331 shares; 2025Q2: 16,485 shares; 2025Q3: 23,820 shares; 2025Q4: 31,557 shares 31,557 $4.07M 0.03% +7,737 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,939 shares; 2025Q1: 23,625 shares; 2025Q2: 30,911 shares; 2025Q3: 29,769 shares; 2025Q4: 35,984 shares 35,984 $4.07M 0.03% +6,215 Timeline IHF 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: 64,623 shares; 2024Q4: 64,595 shares; 2025Q1: 62,235 shares; 2025Q2: 61,710 shares; 2025Q3: 89,088 shares; 2025Q4: 84,867 shares 84,867 $4.07M 0.03% -4,221 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 4,931 shares; 2025Q1: 5,427 shares; 2025Q2: 6,260 shares; 2025Q3: 6,087 shares; 2025Q4: 8,967 shares 8,967 $4.07M 0.03% +2,880 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,302 shares; 2025Q1: 96,022 shares; 2025Q2: 82,600 shares; 2025Q3: 104,785 shares; 2025Q4: 106,091 shares 106,091 $4.05M 0.03% +1,306 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,322 shares; 2025Q2: 71,361 shares; 2025Q3: 76,025 shares; 2025Q4: 81,127 shares 81,127 $4.04M 0.03% +5,102 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,772 shares; 2025Q1: 3,866 shares; 2025Q2: 5,782 shares; 2025Q3: 5,105 shares; 2025Q4: 8,244 shares 8,244 $4.04M 0.03% +3,139 Timeline PAVE 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: 59,778 shares; 2024Q4: 202,775 shares; 2025Q1: 217,252 shares; 2025Q2: 125,394 shares; 2025Q3: 94,645 shares; 2025Q4: 84,060 shares 84,060 $4.02M 0.03% -10,585 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,191 shares; 2025Q1: 18,019 shares; 2025Q2: 19,297 shares; 2025Q3: 18,177 shares; 2025Q4: 18,194 shares 18,194 $3.99M 0.03% +17 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,064 shares; 2025Q2: 165,921 shares; 2025Q3: 161,679 shares; 2025Q4: 152,060 shares 152,060 $3.99M 0.03% -9,619 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,933 shares; 2024Q4: 26,405 shares; 2025Q1: 36,401 shares; 2025Q2: 55,088 shares; 2025Q3: 54,669 shares; 2025Q4: 78,170 shares 78,170 $3.97M 0.03% +23,501 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 10,910 shares; 2025Q1: 23,169 shares; 2025Q2: 35,444 shares; 2025Q3: 38,508 shares; 2025Q4: 45,001 shares 45,001 $3.94M 0.03% +6,493 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 4,293 shares; 2025Q1: 6,845 shares; 2025Q2: 15,236 shares; 2025Q3: 15,859 shares; 2025Q4: 17,470 shares 17,470 $3.94M 0.03% +1,611 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: 33,558 shares; 2025Q3: 36,138 shares; 2025Q4: 39,140 shares 39,140 $3.93M 0.03% +3,002 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,175 shares; 2024Q4: 43,193 shares; 2025Q1: 49,610 shares; 2025Q2: 48,249 shares; 2025Q3: 49,535 shares; 2025Q4: 48,738 shares 48,738 $3.89M 0.03% -797 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: 10,849 shares; 2024Q4: 11,725 shares; 2025Q1: 11,744 shares; 2025Q2: 12,063 shares; 2025Q3: 12,211 shares; 2025Q4: 12,913 shares 12,913 $3.89M 0.03% +702 Timeline DFAS 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: 5,192 shares; 2024Q4: 5,113 shares; 2025Q1: 11,773 shares; 2025Q2: 134,426 shares; 2025Q3: 115,311 shares; 2025Q4: 55,745 shares 55,745 $3.88M 0.03% -59,566 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,961 shares 119,961 $3.88M 0.03% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,643 shares; 2024Q4: 23,253 shares; 2025Q1: 30,867 shares; 2025Q2: 30,578 shares; 2025Q3: 32,717 shares; 2025Q4: 30,947 shares 30,947 $3.86M 0.03% -1,770 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,128 shares; 2025Q1: 33,453 shares; 2025Q2: 40,760 shares; 2025Q3: 69,341 shares; 2025Q4: 86,956 shares 86,956 $3.81M 0.03% +17,615 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: 2,439 shares; 2024Q4: 9,851 shares; 2025Q1: 13,538 shares; 2025Q2: 19,545 shares; 2025Q3: 21,595 shares; 2025Q4: 29,835 shares 29,835 $3.81M 0.03% +8,240 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: 14,861 shares; 2024Q4: 23,695 shares; 2025Q1: 25,195 shares; 2025Q2: 26,668 shares; 2025Q3: 27,979 shares; 2025Q4: 28,696 shares 28,696 $3.81M 0.03% +717 Timeline IBDU 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: 102,421 shares; 2025Q3: 126,825 shares; 2025Q4: 162,307 shares 162,307 $3.8M 0.03% +35,482 Timeline GARP 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: 55,718 shares 55,718 $3.79M 0.03% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 3,371 shares; 2025Q1: 4,390 shares; 2025Q2: 6,938 shares; 2025Q3: 7,348 shares; 2025Q4: 8,027 shares 8,027 $3.76M 0.03% +679 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,395 shares 29,395 $3.76M 0.03% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,000 shares; 2024Q4: 33,267 shares; 2025Q1: 36,049 shares; 2025Q2: 46,559 shares; 2025Q3: 53,195 shares; 2025Q4: 43,950 shares 43,950 $3.75M 0.03% -9,245 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 70,261 shares; 2025Q3: 66,233 shares; 2025Q4: 63,539 shares 63,539 $3.74M 0.03% -2,694 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: 35,566 shares; 2025Q1: 51,795 shares; 2025Q2: 73,639 shares; 2025Q3: 78,389 shares; 2025Q4: 96,546 shares 96,546 $3.74M 0.03% +18,157 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,724 shares; 2025Q1: 67,643 shares; 2025Q2: 68,765 shares; 2025Q3: 69,621 shares; 2025Q4: 71,698 shares 71,698 $3.69M 0.03% +2,077 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,514 shares; 2024Q4: 34,881 shares; 2025Q1: 33,447 shares; 2025Q2: 55,693 shares; 2025Q3: 53,173 shares; 2025Q4: 69,114 shares 69,114 $3.69M 0.03% +15,941 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: not reported; 2025Q1: not reported; 2025Q2: 70,189 shares; 2025Q3: 69,845 shares; 2025Q4: 73,730 shares 73,730 $3.68M 0.03% +3,885 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,754 shares 71,754 $3.68M 0.03% new Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,594 shares 64,594 $3.68M 0.03% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,500 shares; 2025Q1: 26,566 shares; 2025Q2: 38,680 shares; 2025Q3: 73,236 shares; 2025Q4: 74,016 shares 74,016 $3.67M 0.03% +780 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,340 shares; 2025Q2: 134,469 shares; 2025Q3: 137,268 shares; 2025Q4: 141,042 shares 141,042 $3.64M 0.03% +3,774 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,203 shares; 2025Q1: 23,082 shares; 2025Q2: 25,848 shares; 2025Q3: 28,247 shares; 2025Q4: 28,303 shares 28,303 $3.62M 0.03% +56 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: 58,031 shares; 2024Q4: 49,516 shares; 2025Q1: 53,818 shares; 2025Q2: 73,210 shares; 2025Q3: 70,212 shares; 2025Q4: 66,943 shares 66,943 $3.6M 0.03% -3,269 Timeline ACWV 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: 13,977 shares; 2024Q4: 14,003 shares; 2025Q1: 25,569 shares; 2025Q2: 30,257 shares; 2025Q3: 30,255 shares; 2025Q4: 30,277 shares 30,277 $3.6M 0.03% +22 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,500 shares; 2024Q4: 44,845 shares; 2025Q1: 104,040 shares; 2025Q2: 94,260 shares; 2025Q3: 88,533 shares; 2025Q4: 85,333 shares 85,333 $3.59M 0.03% -3,200 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: 17,027 shares; 2024Q4: 15,954 shares; 2025Q1: 18,181 shares; 2025Q2: 18,169 shares; 2025Q3: 21,663 shares; 2025Q4: 16,923 shares 16,923 $3.57M 0.03% -4,740 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,992 shares 114,992 $3.56M 0.03% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 3,544 shares; 2025Q1: 4,124 shares; 2025Q2: 4,095 shares; 2025Q3: 3,743 shares; 2025Q4: 4,004 shares 4,004 $3.52M 0.03% +261 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: 5,771 shares; 2024Q4: 8,774 shares; 2025Q1: 10,293 shares; 2025Q2: 11,904 shares; 2025Q3: 12,740 shares; 2025Q4: 15,973 shares 15,973 $3.51M 0.03% +3,233 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,526 shares; 2025Q2: 10,490 shares; 2025Q3: 11,071 shares; 2025Q4: 22,003 shares 22,003 $3.5M 0.03% +10,932 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,116 shares; 2025Q3: 77,306 shares; 2025Q4: 77,152 shares 77,152 $3.48M 0.03% -154 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,674 shares; 2025Q1: not reported; 2025Q2: 12,777 shares; 2025Q3: 17,071 shares; 2025Q4: 53,503 shares 53,503 $3.48M 0.03% +36,432 Timeline XMMO 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: 61,839 shares; 2025Q1: 74,839 shares; 2025Q2: 31,941 shares; 2025Q3: 29,430 shares; 2025Q4: 25,139 shares 25,139 $3.48M 0.03% -4,291 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: 7,389 shares; 2024Q4: 8,982 shares; 2025Q1: 9,614 shares; 2025Q2: 11,014 shares; 2025Q3: 11,278 shares; 2025Q4: 12,028 shares 12,028 $3.47M 0.03% +750 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: 22,526 shares; 2024Q4: 30,640 shares; 2025Q1: 34,809 shares; 2025Q2: 34,296 shares; 2025Q3: 33,790 shares; 2025Q4: 43,797 shares 43,797 $3.46M 0.03% +10,007 Timeline DFGP 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: 8,027 shares; 2025Q1: 113,960 shares; 2025Q2: 111,959 shares; 2025Q3: 153,901 shares; 2025Q4: 63,904 shares 63,904 $3.46M 0.03% -89,997 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,590 shares; 2024Q4: 1,731,156 shares; 2025Q1: 553,467 shares; 2025Q2: 69,392 shares; 2025Q3: 53,734 shares; 2025Q4: 47,892 shares 47,892 $3.42M 0.03% -5,842 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: 10,774 shares; 2024Q4: 13,059 shares; 2025Q1: 15,542 shares; 2025Q2: 16,936 shares; 2025Q3: 20,020 shares; 2025Q4: 21,821 shares 21,821 $3.42M 0.03% +1,801 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: 43,513 shares; 2024Q4: 66,627 shares; 2025Q1: 116,727 shares; 2025Q2: 119,740 shares; 2025Q3: 116,593 shares; 2025Q4: 113,297 shares 113,297 $3.39M 0.03% -3,296 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,416 shares; 2024Q4: 64,984 shares; 2025Q1: 71,814 shares; 2025Q2: 87,780 shares; 2025Q3: 109,638 shares; 2025Q4: 122,073 shares 122,073 $3.36M 0.03% +12,435 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: 6,027 shares; 2024Q4: 9,100 shares; 2025Q1: 10,087 shares; 2025Q2: 11,355 shares; 2025Q3: 11,127 shares; 2025Q4: 14,726 shares 14,726 $3.35M 0.03% +3,599 Timeline DTD 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: 34,563 shares; 2024Q4: 34,804 shares; 2025Q1: 35,062 shares; 2025Q2: 37,650 shares; 2025Q3: 37,393 shares; 2025Q4: 39,419 shares 39,419 $3.35M 0.03% +2,026 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: 1,283 shares; 2024Q4: 2,563 shares; 2025Q1: 4,238 shares; 2025Q2: 7,759 shares; 2025Q3: 7,912 shares; 2025Q4: 12,735 shares 12,735 $3.34M 0.03% +4,823 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 4,987 shares; 2025Q1: 11,930 shares; 2025Q2: 15,545 shares; 2025Q3: 16,654 shares; 2025Q4: 25,949 shares 25,949 $3.34M 0.03% +9,295 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: 1,236 shares; 2024Q4: 1,565 shares; 2025Q1: 1,971 shares; 2025Q2: 26,012 shares; 2025Q3: 33,499 shares; 2025Q4: 36,633 shares 36,633 $3.34M 0.03% +3,134 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,437 shares; 2024Q4: 11,021 shares; 2025Q1: 17,335 shares; 2025Q2: 23,743 shares; 2025Q3: 26,286 shares; 2025Q4: 30,979 shares 30,979 $3.32M 0.03% +4,693 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,988 shares; 2024Q4: 21,103 shares; 2025Q1: 26,651 shares; 2025Q2: 23,974 shares; 2025Q3: 29,283 shares; 2025Q4: 42,789 shares 42,789 $3.31M 0.03% +13,506 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,085 shares; 2025Q2: 16,849 shares; 2025Q3: 39,576 shares; 2025Q4: 58,089 shares 58,089 $3.29M 0.03% +18,513 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 2,992 shares; 2025Q1: 7,301 shares; 2025Q2: 7,456 shares; 2025Q3: 6,760 shares; 2025Q4: 5,719 shares 5,719 $3.28M 0.03% -1,041 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,095 shares; 2025Q1: 20,783 shares; 2025Q2: 31,372 shares; 2025Q3: 33,875 shares; 2025Q4: 44,223 shares 44,223 $3.28M 0.03% +10,348 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,434 shares; 2024Q4: 16,079 shares; 2025Q1: 17,561 shares; 2025Q2: 17,286 shares; 2025Q3: 18,200 shares; 2025Q4: 17,649 shares 17,649 $3.27M 0.03% -551 Timeline DWM 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: 27,599 shares; 2024Q4: 27,792 shares; 2025Q1: 33,941 shares; 2025Q2: 46,918 shares; 2025Q3: 47,209 shares; 2025Q4: 47,431 shares 47,431 $3.26M 0.03% +222 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,161 shares; 2025Q1: 46,720 shares; 2025Q2: 49,555 shares; 2025Q3: 58,766 shares; 2025Q4: 72,883 shares 72,883 $3.25M 0.03% +14,117 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: 37,758 shares; 2024Q4: 65,738 shares; 2025Q1: 63,883 shares; 2025Q2: 57,843 shares; 2025Q3: 55,649 shares; 2025Q4: 47,418 shares 47,418 $3.24M 0.03% -8,231 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: 4,723 shares; 2024Q4: 8,840 shares; 2025Q1: 23,583 shares; 2025Q2: 34,929 shares; 2025Q3: 36,494 shares; 2025Q4: 35,186 shares 35,186 $3.23M 0.03% -1,308 Timeline PTF 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: 172,951 shares; 2024Q4: 167,759 shares; 2025Q1: 92,742 shares; 2025Q2: 81,687 shares; 2025Q3: 49,176 shares; 2025Q4: 42,110 shares 42,110 $3.22M 0.03% -7,066 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,210 shares 38,210 $3.22M 0.03% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,828 shares; 2024Q4: 26,713 shares; 2025Q1: 22,226 shares; 2025Q2: 32,222 shares; 2025Q3: 32,696 shares; 2025Q4: 25,209 shares 25,209 $3.21M 0.03% -7,487 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: 7,748 shares; 2024Q4: 8,623 shares; 2025Q1: 14,258 shares; 2025Q2: 18,087 shares; 2025Q3: 12,908 shares; 2025Q4: 16,751 shares 16,751 $3.21M 0.03% +3,843 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,476 shares; 2024Q4: 12,775 shares; 2025Q1: 15,388 shares; 2025Q2: 20,168 shares; 2025Q3: 21,446 shares; 2025Q4: 27,109 shares 27,109 $3.18M 0.03% +5,663 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,402 shares 50,402 $3.17M 0.03% new Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,534 shares; 2024Q4: 63,156 shares; 2025Q1: 63,171 shares; 2025Q2: 55,496 shares; 2025Q3: 54,759 shares; 2025Q4: 51,572 shares 51,572 $3.15M 0.03% -3,187 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: 2,494 shares; 2024Q4: 4,170 shares; 2025Q1: 6,848 shares; 2025Q2: 7,572 shares; 2025Q3: 7,312 shares; 2025Q4: 8,091 shares 8,091 $3.15M 0.03% +779 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,931 shares; 2025Q1: 13,036 shares; 2025Q2: 16,616 shares; 2025Q3: 18,721 shares; 2025Q4: 23,834 shares 23,834 $3.13M 0.03% +5,113 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: 18,149 shares; 2024Q4: 28,017 shares; 2025Q1: 25,954 shares; 2025Q2: 54,186 shares; 2025Q3: 46,693 shares; 2025Q4: 32,502 shares 32,502 $3.12M 0.03% -14,191 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: 178,313 shares; 2024Q4: 178,947 shares; 2025Q1: 110,650 shares; 2025Q2: 124,033 shares; 2025Q3: 100,571 shares; 2025Q4: 90,021 shares 90,021 $3.12M 0.03% -10,550 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,984 shares; 2024Q4: 6,883 shares; 2025Q1: 13,849 shares; 2025Q2: 15,492 shares; 2025Q3: 16,361 shares; 2025Q4: 19,141 shares 19,141 $3.12M 0.03% +2,780 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: 246,198 shares; 2024Q4: 253,026 shares; 2025Q1: 56,672 shares; 2025Q2: 74,734 shares; 2025Q3: 59,436 shares; 2025Q4: 51,726 shares 51,726 $3.1M 0.02% -7,710 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 868 shares; 2025Q1: 1,629 shares; 2025Q2: 462 shares; 2025Q3: 1,859 shares; 2025Q4: 4,013 shares 4,013 $3.1M 0.02% +2,154 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,337 shares; 2025Q1: 39,505 shares; 2025Q2: 63,018 shares; 2025Q3: 60,394 shares; 2025Q4: 62,394 shares 62,394 $3.09M 0.02% +2,000 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,169 shares 36,169 $3.08M 0.02% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,052 shares; 2025Q1: 5,044 shares; 2025Q2: 9,038 shares; 2025Q3: 9,469 shares; 2025Q4: 10,706 shares 10,706 $3.08M 0.02% +1,237 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 1,728 shares; 2025Q1: 6,983 shares; 2025Q2: 9,779 shares; 2025Q3: 9,249 shares; 2025Q4: 10,384 shares 10,384 $3.07M 0.02% +1,135 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: 161,845 shares; 2025Q2: 148,782 shares; 2025Q3: 224,244 shares; 2025Q4: 80,644 shares 80,644 $3.07M 0.02% -143,600 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,989 shares; 2024Q4: 22,241 shares; 2025Q1: 22,318 shares; 2025Q2: 22,853 shares; 2025Q3: 22,708 shares; 2025Q4: 23,139 shares 23,139 $3.06M 0.02% +431 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 6,944 shares; 2025Q1: 9,174 shares; 2025Q2: 14,931 shares; 2025Q3: 13,386 shares; 2025Q4: 16,946 shares 16,946 $3.05M 0.02% +3,560 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,572 shares; 2025Q3: 54,454 shares; 2025Q4: 54,242 shares 54,242 $3.05M 0.02% -212 Timeline