SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258,870 shares; 2025Q1: 362,514 shares; 2025Q2: 415,981 shares 415,981 $30.2M 7.42% +53,467 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,160 shares; 2024Q4: 191,759 shares; 2025Q1: 168,436 shares; 2025Q2: 159,573 shares 159,573 $24M 5.89% -8,863 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,203 shares; 2024Q4: 450,777 shares; 2025Q1: 409,745 shares; 2025Q2: 400,802 shares 400,802 $17.9M 4.4% -8,943 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,229 shares; 2024Q4: 222,822 shares; 2025Q1: 198,262 shares; 2025Q2: 189,108 shares 189,108 $17.9M 4.39% -9,154 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 210,096 shares; 2025Q1: 299,468 shares; 2025Q2: 351,101 shares 351,101 $16.5M 4.04% +51,633 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,364 shares; 2024Q4: 210,435 shares; 2025Q1: 220,809 shares; 2025Q2: 231,774 shares 231,774 $13.9M 3.4% +10,965 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,366 shares; 2024Q4: 346,436 shares; 2025Q1: 295,219 shares; 2025Q2: 277,213 shares 277,213 $13.7M 3.35% -18,006 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,771 shares; 2024Q4: 115,344 shares; 2025Q1: 142,393 shares; 2025Q2: 155,285 shares 155,285 $13M 3.18% +12,892 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,205 shares; 2024Q4: 205,801 shares; 2025Q1: 181,583 shares; 2025Q2: 173,399 shares 173,399 $12.8M 3.13% -8,184 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 271,566 shares; 2025Q1: 387,856 shares; 2025Q2: 453,929 shares 453,929 $12.5M 3.06% +66,073 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,233 shares; 2024Q4: 234,946 shares; 2025Q1: 203,412 shares; 2025Q2: 195,224 shares 195,224 $12.1M 2.97% -8,188 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,810 shares; 2024Q4: 169,921 shares; 2025Q1: 148,821 shares; 2025Q2: 139,676 shares 139,676 $11.6M 2.84% -9,145 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730,661 shares; 2024Q4: 556,954 shares; 2025Q1: 483,672 shares; 2025Q2: 446,745 shares 446,745 $11M 2.7% -36,927 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,340 shares; 2024Q4: 24,405 shares; 2025Q1: 23,511 shares; 2025Q2: 23,555 shares 23,555 $10.3M 2.53% +44 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103,062 shares; 2025Q1: 146,172 shares; 2025Q2: 168,879 shares 168,879 $8.57M 2.1% +22,707 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,892 shares; 2025Q1: 77,952 shares; 2025Q2: 89,341 shares 89,341 $8.52M 2.09% +11,389 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,157 shares; 2025Q1: 31,880 shares; 2025Q2: 36,641 shares 36,641 $8.32M 2.04% +4,761 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,928 shares; 2024Q4: 7,930 shares; 2025Q1: 7,930 shares; 2025Q2: 7,960 shares 7,960 $7.88M 1.93% +30 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,097 shares; 2024Q4: 28,841 shares; 2025Q1: 26,163 shares; 2025Q2: 25,897 shares 25,897 $7.87M 1.93% -266 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,338 shares; 2024Q4: 83,670 shares; 2025Q1: 108,091 shares; 2025Q2: 122,446 shares 122,446 $7.68M 1.88% +14,355 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,633 shares; 2024Q4: 14,568 shares; 2025Q1: 13,936 shares; 2025Q2: 13,584 shares 13,584 $7.49M 1.84% -352 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,863 shares; 2024Q4: 106,089 shares; 2025Q1: 95,318 shares; 2025Q2: 89,742 shares 89,742 $7.42M 1.82% -5,576 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,720 shares; 2025Q1: 59,078 shares; 2025Q2: 67,593 shares 67,593 $7.05M 1.73% +8,515 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,653 shares; 2024Q4: 31,061 shares; 2025Q1: 30,846 shares; 2025Q2: 30,854 shares 30,854 $6.33M 1.55% +8 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,343 shares; 2024Q4: 162,134 shares; 2025Q1: 143,359 shares; 2025Q2: 134,156 shares 134,156 $5.58M 1.37% -9,203 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,806 shares; 2024Q4: 31,614 shares; 2025Q1: 29,252 shares; 2025Q2: 27,903 shares 27,903 $4.59M 1.13% -1,349 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 101,109 shares; 2025Q1: 142,340 shares; 2025Q2: 167,204 shares 167,204 $4.54M 1.11% +24,864 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,660 shares; 2024Q4: 49,282 shares; 2025Q1: 46,964 shares; 2025Q2: 46,339 shares 46,339 $4.35M 1.07% -625 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,437 shares; 2024Q4: 99,862 shares; 2025Q1: 88,858 shares; 2025Q2: 85,842 shares 85,842 $4.25M 1.04% -3,016 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,338 shares; 2025Q1: 77,753 shares; 2025Q2: 92,358 shares 92,358 $4.24M 1.04% +14,605 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,130 shares; 2024Q4: 51,948 shares; 2025Q1: 48,728 shares; 2025Q2: 44,491 shares 44,491 $3.77M 0.93% -4,237 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,014 shares; 2024Q4: 102,832 shares; 2025Q1: 135,752 shares; 2025Q2: 161,382 shares 161,382 $3.61M 0.89% +25,630 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,692 shares; 2024Q4: 28,423 shares; 2025Q1: 26,828 shares; 2025Q2: 25,995 shares 25,995 $3.47M 0.85% -833 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,533 shares; 2024Q4: 14,502 shares; 2025Q1: 14,470 shares; 2025Q2: 14,208 shares 14,208 $3.37M 0.83% -262 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,200 shares; 2024Q4: 36,465 shares; 2025Q1: 32,209 shares; 2025Q2: 30,218 shares 30,218 $2.69M 0.66% -1,991 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,868 shares; 2024Q4: 4,868 shares; 2025Q1: 4,808 shares; 2025Q2: 4,808 shares 4,808 $2.39M 0.59% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,130 shares; 2024Q4: 13,012 shares; 2025Q1: 13,012 shares; 2025Q2: 13,700 shares 13,700 $2.18M 0.54% +688 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,318 shares; 2024Q4: 13,900 shares; 2025Q1: 13,901 shares; 2025Q2: 10,557 shares 10,557 $2.16M 0.53% -3,344 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: 4,864 shares; 2025Q1: 4,852 shares; 2025Q2: 4,838 shares 4,838 $2.05M 0.5% -14 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,699 shares; 2024Q4: 7,683 shares; 2025Q1: 7,239 shares; 2025Q2: 7,197 shares 7,197 $2.01M 0.49% -42 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,392 shares; 2024Q4: 7,560 shares; 2025Q1: 7,428 shares; 2025Q2: 7,428 shares 7,428 $1.84M 0.45% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,715 shares; 2025Q1: 27,583 shares; 2025Q2: 30,350 shares 30,350 $1.8M 0.44% +2,767 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,044 shares; 2024Q4: 4,754 shares; 2025Q1: 4,754 shares; 2025Q2: 4,754 shares 4,754 $1.8M 0.44% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,230 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 21,786 shares 21,786 $1.65M 0.41% +1,786 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,674 shares; 2024Q4: 10,674 shares; 2025Q1: 10,280 shares; 2025Q2: 10,280 shares 10,280 $1.62M 0.4% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,574 shares; 2024Q4: 44,576 shares; 2025Q1: 44,578 shares; 2025Q2: 44,582 shares 44,582 $1.54M 0.38% +4 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,727 shares; 2024Q4: 12,474 shares; 2025Q1: 11,062 shares; 2025Q2: 11,062 shares 11,062 $1.45M 0.36% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 4,956 shares; 2025Q1: 4,956 shares; 2025Q2: 4,956 shares 4,956 $1.45M 0.36% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,055 shares; 2024Q4: 14,115 shares; 2025Q1: 14,171 shares; 2025Q2: 13,853 shares 13,853 $1.39M 0.34% -318 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,376 shares; 2024Q4: 7,752 shares; 2025Q1: 6,614 shares; 2025Q2: 6,254 shares 6,254 $1.35M 0.33% -360 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,228 shares; 2024Q4: 6,665 shares; 2025Q1: 6,668 shares; 2025Q2: 6,668 shares 6,668 $1.3M 0.32% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,632 shares; 2024Q4: 20,396 shares; 2025Q1: 20,396 shares; 2025Q2: 19,624 shares 19,624 $1.29M 0.32% -772 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,971 shares; 2024Q4: 28,247 shares; 2025Q1: 23,513 shares; 2025Q2: 21,593 shares 21,593 $1.09M 0.27% -1,920 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,512 shares; 2025Q1: 3,512 shares; 2025Q2: 3,512 shares 3,512 $1.07M 0.26% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,584 shares; 2024Q4: 6,186 shares; 2025Q1: 6,180 shares; 2025Q2: 9,580 shares 9,580 $1.05M 0.26% +3,400 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,720 shares; 2024Q4: 16,664 shares; 2025Q1: 17,448 shares; 2025Q2: 17,320 shares 17,320 $1.04M 0.26% -128 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,618 shares; 2024Q4: 8,618 shares; 2025Q1: 8,618 shares; 2025Q2: 5,234 shares 5,234 $972K 0.24% -3,384 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 10,028 shares; 2025Q1: 8,878 shares; 2025Q2: 8,878 shares 8,878 $936K 0.23% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,249 shares; 2024Q4: 12,501 shares; 2025Q1: 12,533 shares; 2025Q2: 11,598 shares 11,598 $935K 0.23% -935 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,330 shares; 2024Q4: 19,194 shares; 2025Q1: 18,680 shares; 2025Q2: 15,190 shares 15,190 $878K 0.22% -3,490 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,998 shares; 2024Q4: 5,974 shares; 2025Q1: 6,066 shares; 2025Q2: 4,894 shares 4,894 $865K 0.21% -1,172 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 4,873 shares; 2025Q1: 4,921 shares; 2025Q2: 4,923 shares 4,923 $853K 0.21% +2 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 3,036 shares; 2025Q1: 3,038 shares; 2025Q2: 2,288 shares 2,288 $839K 0.21% -750 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares 1,450 $821K 0.2% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,624 shares; 2024Q4: 16,577 shares; 2025Q1: 16,579 shares; 2025Q2: 16,588 shares 16,588 $820K 0.2% +9 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 4,570 shares; 2025Q1: 4,570 shares; 2025Q2: 4,570 shares 4,570 $805K 0.2% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,048 shares 1,048 $774K 0.19% -400 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,404 shares; 2024Q4: 15,416 shares; 2025Q1: 15,416 shares; 2025Q2: 13,556 shares 13,556 $773K 0.19% -1,860 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 4,224 shares; 2025Q1: 3,794 shares; 2025Q2: 3,944 shares 3,944 $760K 0.19% +150 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,442 shares; 2024Q4: 20,474 shares; 2025Q1: 19,570 shares; 2025Q2: 20,004 shares 20,004 $750K 0.18% +434 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,088 shares; 2025Q1: 4,088 shares; 2025Q2: 4,088 shares 4,088 $744K 0.18% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 936 shares 936 $730K 0.18% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,095 shares; 2024Q4: 19,517 shares; 2025Q1: 15,691 shares; 2025Q2: 14,171 shares 14,171 $711K 0.17% -1,520 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,334 shares; 2024Q4: 14,334 shares; 2025Q1: 14,334 shares; 2025Q2: 14,334 shares 14,334 $678K 0.17% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,310 shares; 2024Q4: 8,310 shares; 2025Q1: 8,310 shares; 2025Q2: 4,966 shares 4,966 $675K 0.17% -3,344 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,136 shares; 2025Q1: 2,136 shares; 2025Q2: 2,136 shares 2,136 $607K 0.15% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares 438 $587K 0.14% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,680 shares; 2025Q1: 2,800 shares; 2025Q2: 2,614 shares 2,614 $573K 0.14% -186 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,530 shares; 2025Q2: 2,008 shares 2,008 $573K 0.14% -522 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 4,444 shares; 2025Q1: 4,444 shares; 2025Q2: 4,444 shares 4,444 $551K 0.14% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,258 shares; 2025Q1: 4,258 shares; 2025Q2: 4,258 shares 4,258 $526K 0.13% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares 1,312 $509K 0.12% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,792 shares; 2025Q1: 1,792 shares; 2025Q2: 1,792 shares 1,792 $496K 0.12% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,975 shares; 2024Q4: 19,964 shares; 2025Q1: 16,069 shares; 2025Q2: 16,143 shares 16,143 $495K 0.12% +74 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,194 shares; 2025Q1: 2,194 shares; 2025Q2: 2,194 shares 2,194 $480K 0.12% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,998 shares; 2024Q4: 8,072 shares; 2025Q1: 6,315 shares; 2025Q2: 6,187 shares 6,187 $478K 0.12% -128 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 10,550 shares; 2025Q1: 10,550 shares; 2025Q2: 10,550 shares 10,550 $477K 0.12% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,724 shares; 2024Q4: 7,724 shares; 2025Q1: 7,726 shares; 2025Q2: 7,726 shares 7,726 $476K 0.12% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3,194 shares; 2025Q1: 2,874 shares; 2025Q2: 2,874 shares 2,874 $473K 0.12% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares 1,616 $468K 0.11% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 2,920 shares; 2025Q1: 2,920 shares; 2025Q2: 2,920 shares 2,920 $465K 0.11% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 2,590 shares; 2025Q1: 2,590 shares; 2025Q2: 2,590 shares 2,590 $459K 0.11% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 1,922 shares; 2025Q1: 1,922 shares; 2025Q2: 1,964 shares 1,964 $449K 0.11% +42 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 5,546 shares; 2025Q1: 5,584 shares; 2025Q2: 4,978 shares 4,978 $445K 0.11% -606 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,541 shares; 2024Q4: 24,640 shares; 2025Q1: 19,725 shares; 2025Q2: 19,209 shares 19,209 $441K 0.11% -516 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,049 shares; 2024Q4: 7,116 shares; 2025Q1: 6,024 shares; 2025Q2: 6,142 shares 6,142 $413K 0.1% +118 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 508 shares; 2025Q1: 530 shares; 2025Q2: 574 shares 574 $381K 0.09% +44 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 3,716 shares; 2025Q1: 3,718 shares; 2025Q2: 3,722 shares 3,722 $369K 0.09% +4 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 3,809 shares; 2025Q1: 3,672 shares; 2025Q2: 3,752 shares 3,752 $348K 0.09% +80 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,420 shares; 2025Q1: 2,420 shares; 2025Q2: 2,430 shares 2,430 $345K 0.08% +10 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares 860 $340K 0.08% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 3,558 shares; 2025Q1: 3,627 shares; 2025Q2: 3,618 shares 3,618 $340K 0.08% -9 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,234 shares; 2025Q1: 1,234 shares; 2025Q2: 1,234 shares 1,234 $332K 0.08% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 522 shares; 2025Q2: 522 shares 522 $323K 0.08% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $315K 0.08% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $307K 0.08% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 3,828 shares; 2025Q1: 3,828 shares; 2025Q2: 3,828 shares 3,828 $307K 0.08% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,082 shares; 2024Q4: 14,300 shares; 2025Q1: 14,300 shares; 2025Q2: 14,410 shares 14,410 $299K 0.07% +110 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 606 shares 606 $294K 0.07% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 2,946 shares; 2025Q1: 2,946 shares; 2025Q2: 2,946 shares 2,946 $288K 0.07% 0 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,250 shares 8,250 $282K 0.07% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,496 shares; 2025Q1: 3,496 shares; 2025Q2: 3,496 shares 3,496 $277K 0.07% 0 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 3,972 shares; 2025Q1: 3,972 shares; 2025Q2: 3,972 shares 3,972 $273K 0.07% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,044 shares; 2024Q4: 5,044 shares; 2025Q1: 2,994 shares; 2025Q2: 2,994 shares 2,994 $272K 0.07% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,754 shares; 2025Q1: 1,754 shares; 2025Q2: 1,754 shares 1,754 $268K 0.07% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,062 shares; 2025Q1: 2,062 shares; 2025Q2: 2,062 shares 2,062 $265K 0.07% 0 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 4,672 shares; 2025Q1: 4,672 shares; 2025Q2: 4,672 shares 4,672 $262K 0.06% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $256K 0.06% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,028 shares; 2024Q4: 4,426 shares; 2025Q1: 4,426 shares; 2025Q2: 4,426 shares 4,426 $255K 0.06% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,656 shares; 2025Q2: 5,656 shares 5,656 $245K 0.06% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2,282 shares; 2025Q1: 2,202 shares; 2025Q2: 2,202 shares 2,202 $241K 0.06% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares 764 $224K 0.06% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 658 shares 658 $223K 0.05% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares 1,844 $220K 0.05% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: not reported; 2025Q2: 660 shares 660 $210K 0.05% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,504 shares; 2024Q4: not reported; 2025Q1: 9,276 shares; 2025Q2: 9,276 shares 9,276 $208K 0.05% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: not reported; 2025Q1: 1,752 shares; 2025Q2: 1,752 shares 1,752 $207K 0.05% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,075 shares 4,075 $205K 0.05% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,080 shares 2,080 $202K 0.05% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 816 shares 816 $202K 0.05% new Timeline