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: not reported; 2024Q4: 258,870 shares; 2025Q1: 362,514 shares; 2025Q2: 415,981 shares; 2025Q3: 474,182 shares; 2025Q4: 558,055 shares 558,055 $44.8M 10.16% +83,873 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 210,096 shares; 2025Q1: 299,468 shares; 2025Q2: 351,101 shares; 2025Q3: 402,874 shares; 2025Q4: 459,615 shares 459,615 $21.8M 4.94% +56,741 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: 259,160 shares; 2024Q4: 191,759 shares; 2025Q1: 168,436 shares; 2025Q2: 159,573 shares; 2025Q3: 147,657 shares; 2025Q4: 128,969 shares 128,969 $21.7M 4.91% -18,688 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: 39,771 shares; 2024Q4: 115,344 shares; 2025Q1: 142,393 shares; 2025Q2: 155,285 shares; 2025Q3: 169,473 shares; 2025Q4: 194,230 shares 194,230 $17.4M 3.94% +24,757 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 271,566 shares; 2025Q1: 387,856 shares; 2025Q2: 453,929 shares; 2025Q3: 521,006 shares; 2025Q4: 601,069 shares 601,069 $16.6M 3.76% +80,063 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: 304,229 shares; 2024Q4: 222,822 shares; 2025Q1: 198,262 shares; 2025Q2: 189,108 shares; 2025Q3: 174,452 shares; 2025Q4: 152,471 shares 152,471 $15.6M 3.55% -21,981 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: 591,203 shares; 2024Q4: 450,777 shares; 2025Q1: 409,745 shares; 2025Q2: 400,802 shares; 2025Q3: 376,763 shares; 2025Q4: 338,873 shares 338,873 $15.6M 3.54% -37,890 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,364 shares; 2024Q4: 210,435 shares; 2025Q1: 220,809 shares; 2025Q2: 231,774 shares; 2025Q3: 237,555 shares; 2025Q4: 223,202 shares 223,202 $13.4M 3.03% -14,353 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: not reported; 2024Q4: 56,892 shares; 2025Q1: 77,952 shares; 2025Q2: 89,341 shares; 2025Q3: 99,920 shares; 2025Q4: 115,021 shares 115,021 $12.3M 2.78% +15,101 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,157 shares; 2025Q1: 31,880 shares; 2025Q2: 36,641 shares; 2025Q3: 41,186 shares; 2025Q4: 47,512 shares 47,512 $12M 2.73% +6,326 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: 13,338 shares; 2024Q4: 83,670 shares; 2025Q1: 108,091 shares; 2025Q2: 122,446 shares; 2025Q3: 139,349 shares; 2025Q4: 163,375 shares 163,375 $11.3M 2.57% +24,026 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,366 shares; 2024Q4: 346,436 shares; 2025Q1: 295,219 shares; 2025Q2: 277,213 shares; 2025Q3: 260,771 shares; 2025Q4: 226,042 shares 226,042 $11.3M 2.56% -34,729 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: not reported; 2024Q4: 103,062 shares; 2025Q1: 146,172 shares; 2025Q2: 168,879 shares; 2025Q3: 193,700 shares; 2025Q4: 223,026 shares 223,026 $11.3M 2.56% +29,326 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,340 shares; 2024Q4: 24,405 shares; 2025Q1: 23,511 shares; 2025Q2: 23,555 shares; 2025Q3: 22,891 shares; 2025Q4: 22,958 shares 22,958 $11.2M 2.54% +67 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: 309,233 shares; 2024Q4: 234,946 shares; 2025Q1: 203,412 shares; 2025Q2: 195,224 shares; 2025Q3: 183,106 shares; 2025Q4: 164,751 shares 164,751 $10.9M 2.47% -18,355 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: 263,205 shares; 2024Q4: 205,801 shares; 2025Q1: 181,583 shares; 2025Q2: 173,399 shares; 2025Q3: 163,301 shares; 2025Q4: 145,392 shares 145,392 $10.8M 2.44% -17,909 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: not reported; 2024Q4: 42,720 shares; 2025Q1: 59,078 shares; 2025Q2: 67,593 shares; 2025Q3: 77,810 shares; 2025Q4: 92,168 shares 92,168 $10.6M 2.39% +14,358 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: 224,810 shares; 2024Q4: 169,921 shares; 2025Q1: 148,821 shares; 2025Q2: 139,676 shares; 2025Q3: 130,066 shares; 2025Q4: 113,706 shares 113,706 $9.52M 2.16% -16,360 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: 14,633 shares; 2024Q4: 14,568 shares; 2025Q1: 13,936 shares; 2025Q2: 13,584 shares; 2025Q3: 13,953 shares; 2025Q4: 14,038 shares 14,038 $8.62M 1.96% +85 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: 32,097 shares; 2024Q4: 28,841 shares; 2025Q1: 26,163 shares; 2025Q2: 25,897 shares; 2025Q3: 24,977 shares; 2025Q4: 25,418 shares 25,418 $8.52M 1.93% +441 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730,661 shares; 2024Q4: 556,954 shares; 2025Q1: 483,672 shares; 2025Q2: 446,745 shares; 2025Q3: 418,042 shares; 2025Q4: 357,224 shares 357,224 $8.3M 1.88% -60,818 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: 31,653 shares; 2024Q4: 31,061 shares; 2025Q1: 30,846 shares; 2025Q2: 30,854 shares; 2025Q3: 28,990 shares; 2025Q4: 27,436 shares 27,436 $7.46M 1.69% -1,554 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: 7,928 shares; 2024Q4: 7,930 shares; 2025Q1: 7,930 shares; 2025Q2: 7,960 shares; 2025Q3: 7,960 shares; 2025Q4: 7,961 shares 7,961 $6.87M 1.56% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,863 shares; 2024Q4: 106,089 shares; 2025Q1: 95,318 shares; 2025Q2: 89,742 shares; 2025Q3: 84,595 shares; 2025Q4: 75,211 shares 75,211 $6.71M 1.52% -9,384 Timeline FALN 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: 101,109 shares; 2025Q1: 142,340 shares; 2025Q2: 167,204 shares; 2025Q3: 189,919 shares; 2025Q4: 221,668 shares 221,668 $6.05M 1.37% +31,749 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,338 shares; 2025Q1: 77,753 shares; 2025Q2: 92,358 shares; 2025Q3: 105,541 shares; 2025Q4: 124,115 shares 124,115 $5.69M 1.29% +18,574 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: 212,343 shares; 2024Q4: 162,134 shares; 2025Q1: 143,359 shares; 2025Q2: 134,156 shares; 2025Q3: 128,432 shares; 2025Q4: 112,890 shares 112,890 $4.66M 1.06% -15,542 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,014 shares; 2024Q4: 102,832 shares; 2025Q1: 135,752 shares; 2025Q2: 161,382 shares; 2025Q3: 174,878 shares; 2025Q4: 182,268 shares 182,268 $4.23M 0.96% +7,390 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: 42,806 shares; 2024Q4: 31,614 shares; 2025Q1: 29,252 shares; 2025Q2: 27,903 shares; 2025Q3: 25,570 shares; 2025Q4: 22,271 shares 22,271 $3.95M 0.9% -3,299 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: 14,533 shares; 2024Q4: 14,502 shares; 2025Q1: 14,470 shares; 2025Q2: 14,208 shares; 2025Q3: 14,215 shares; 2025Q4: 14,268 shares 14,268 $3.68M 0.83% +53 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: 30,692 shares; 2024Q4: 28,423 shares; 2025Q1: 26,828 shares; 2025Q2: 25,995 shares; 2025Q3: 24,934 shares; 2025Q4: 24,907 shares 24,907 $3.57M 0.81% -27 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: 65,660 shares; 2024Q4: 49,282 shares; 2025Q1: 46,964 shares; 2025Q2: 46,339 shares; 2025Q3: 42,093 shares; 2025Q4: 36,952 shares 36,952 $3.48M 0.79% -5,141 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: 134,437 shares; 2024Q4: 99,862 shares; 2025Q1: 88,858 shares; 2025Q2: 85,842 shares; 2025Q3: 83,912 shares; 2025Q4: 70,827 shares 70,827 $3.42M 0.78% -13,085 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: 67,130 shares; 2024Q4: 51,948 shares; 2025Q1: 48,728 shares; 2025Q2: 44,491 shares; 2025Q3: 39,757 shares; 2025Q4: 68,225 shares 68,225 $3.05M 0.69% +28,468 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: not reported; 2024Q4: 20,715 shares; 2025Q1: 27,583 shares; 2025Q2: 30,350 shares; 2025Q3: 36,546 shares; 2025Q4: 43,980 shares 43,980 $2.77M 0.63% +7,434 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: 4,868 shares; 2024Q4: 4,868 shares; 2025Q1: 4,808 shares; 2025Q2: 4,808 shares; 2025Q3: 4,908 shares; 2025Q4: 4,980 shares 4,980 $2.41M 0.55% +72 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: 14,130 shares; 2024Q4: 13,012 shares; 2025Q1: 13,012 shares; 2025Q2: 13,700 shares; 2025Q3: 13,700 shares; 2025Q4: 13,700 shares 13,700 $2.34M 0.53% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: 4,864 shares; 2025Q1: 4,852 shares; 2025Q2: 4,838 shares; 2025Q3: 4,838 shares; 2025Q4: 4,838 shares 4,838 $2.29M 0.52% 0 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: 50,200 shares; 2024Q4: 36,465 shares; 2025Q1: 32,209 shares; 2025Q2: 30,218 shares; 2025Q3: 26,803 shares; 2025Q4: 24,843 shares 24,843 $2.2M 0.5% -1,960 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: 7,699 shares; 2024Q4: 7,683 shares; 2025Q1: 7,239 shares; 2025Q2: 7,197 shares; 2025Q3: 7,202 shares; 2025Q4: 7,190 shares 7,190 $2.09M 0.47% -12 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: 10,674 shares; 2024Q4: 10,674 shares; 2025Q1: 10,280 shares; 2025Q2: 10,280 shares; 2025Q3: 10,280 shares; 2025Q4: 10,533 shares 10,533 $1.96M 0.45% +253 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,230 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 21,786 shares; 2025Q3: 21,786 shares; 2025Q4: 21,786 shares 21,786 $1.92M 0.44% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,044 shares; 2024Q4: 4,754 shares; 2025Q1: 4,754 shares; 2025Q2: 4,754 shares; 2025Q3: 4,754 shares; 2025Q4: 4,454 shares 4,454 $1.88M 0.43% -300 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: 8,392 shares; 2024Q4: 7,560 shares; 2025Q1: 7,428 shares; 2025Q2: 7,428 shares; 2025Q3: 6,704 shares; 2025Q4: 6,374 shares 6,374 $1.83M 0.42% -330 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,574 shares; 2024Q4: 44,576 shares; 2025Q1: 44,578 shares; 2025Q2: 44,582 shares; 2025Q3: 44,584 shares; 2025Q4: 44,586 shares 44,586 $1.76M 0.4% +2 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: 39,632 shares; 2024Q4: 20,396 shares; 2025Q1: 20,396 shares; 2025Q2: 19,624 shares; 2025Q3: 19,044 shares; 2025Q4: 19,500 shares 19,500 $1.66M 0.38% +456 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: 4,956 shares; 2024Q4: 4,956 shares; 2025Q1: 4,956 shares; 2025Q2: 4,956 shares; 2025Q3: 5,018 shares; 2025Q4: 5,018 shares 5,018 $1.53M 0.35% 0 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: 14,318 shares; 2024Q4: 13,900 shares; 2025Q1: 13,901 shares; 2025Q2: 10,557 shares; 2025Q3: 6,866 shares; 2025Q4: 6,771 shares 6,771 $1.49M 0.34% -95 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: 8,376 shares; 2024Q4: 7,752 shares; 2025Q1: 6,614 shares; 2025Q2: 6,254 shares; 2025Q3: 5,949 shares; 2025Q4: 5,920 shares 5,920 $1.46M 0.33% -29 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,055 shares; 2024Q4: 14,115 shares; 2025Q1: 14,171 shares; 2025Q2: 13,853 shares; 2025Q3: 13,915 shares; 2025Q4: 13,950 shares 13,950 $1.45M 0.33% +35 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: 15,727 shares; 2024Q4: 12,474 shares; 2025Q1: 11,062 shares; 2025Q2: 11,062 shares; 2025Q3: 9,700 shares; 2025Q4: 9,700 shares 9,700 $1.37M 0.31% 0 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: 4,570 shares; 2024Q4: 4,570 shares; 2025Q1: 4,570 shares; 2025Q2: 4,570 shares; 2025Q3: 4,570 shares; 2025Q4: 3,997 shares 3,997 $1.25M 0.28% -573 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: 7,228 shares; 2024Q4: 6,665 shares; 2025Q1: 6,668 shares; 2025Q2: 6,668 shares; 2025Q3: 5,968 shares; 2025Q4: 5,506 shares 5,506 $1.17M 0.26% -462 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: 1,963 shares; 2024Q4: 4,873 shares; 2025Q1: 4,921 shares; 2025Q2: 4,923 shares; 2025Q3: 5,758 shares; 2025Q4: 5,774 shares 5,774 $1.15M 0.26% +16 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: 6,584 shares; 2024Q4: 6,186 shares; 2025Q1: 6,180 shares; 2025Q2: 9,580 shares; 2025Q3: 9,580 shares; 2025Q4: 9,304 shares 9,304 $1.15M 0.26% -276 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: 3,512 shares; 2024Q4: 3,512 shares; 2025Q1: 3,512 shares; 2025Q2: 3,512 shares; 2025Q3: 2,812 shares; 2025Q4: 2,812 shares 2,812 $1.11M 0.25% 0 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: 33,971 shares; 2024Q4: 28,247 shares; 2025Q1: 23,513 shares; 2025Q2: 21,593 shares; 2025Q3: 21,593 shares; 2025Q4: 20,644 shares 20,644 $1.04M 0.24% -949 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,720 shares; 2024Q4: 16,664 shares; 2025Q1: 17,448 shares; 2025Q2: 17,320 shares; 2025Q3: 16,509 shares; 2025Q4: 15,228 shares 15,228 $1.02M 0.23% -1,281 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: 18,330 shares; 2024Q4: 19,194 shares; 2025Q1: 18,680 shares; 2025Q2: 15,190 shares; 2025Q3: 14,600 shares; 2025Q4: 16,586 shares 16,586 $1.01M 0.23% +1,986 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: 10,028 shares; 2024Q4: 10,028 shares; 2025Q1: 8,878 shares; 2025Q2: 8,878 shares; 2025Q3: 8,878 shares; 2025Q4: 8,878 shares 8,878 $979K 0.22% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 890 shares 890 $956K 0.22% -46 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: 5,998 shares; 2024Q4: 5,974 shares; 2025Q1: 6,066 shares; 2025Q2: 4,894 shares; 2025Q3: 4,774 shares; 2025Q4: 4,962 shares 4,962 $948K 0.21% +188 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: 17,624 shares; 2024Q4: 16,577 shares; 2025Q1: 16,579 shares; 2025Q2: 16,588 shares; 2025Q3: 16,605 shares; 2025Q4: 16,715 shares 16,715 $899K 0.2% +110 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: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $875K 0.2% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,088 shares; 2025Q1: 4,088 shares; 2025Q2: 4,088 shares; 2025Q3: 4,088 shares; 2025Q4: 4,088 shares 4,088 $854K 0.19% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 2,590 shares; 2025Q1: 2,590 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,712 shares 2,712 $851K 0.19% +122 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: 15,404 shares; 2024Q4: 15,416 shares; 2025Q1: 15,416 shares; 2025Q2: 13,556 shares; 2025Q3: 12,288 shares; 2025Q4: 12,888 shares 12,888 $805K 0.18% +600 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: 3,036 shares; 2024Q4: 3,036 shares; 2025Q1: 3,038 shares; 2025Q2: 2,288 shares; 2025Q3: 2,290 shares; 2025Q4: 2,310 shares 2,310 $795K 0.18% +20 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: 14,334 shares; 2024Q4: 14,334 shares; 2025Q1: 14,334 shares; 2025Q2: 14,334 shares; 2025Q3: 14,334 shares; 2025Q4: 14,406 shares 14,406 $792K 0.18% +72 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,442 shares; 2024Q4: 20,474 shares; 2025Q1: 19,570 shares; 2025Q2: 20,004 shares; 2025Q3: 20,174 shares; 2025Q4: 20,174 shares 20,174 $754K 0.17% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares 1,312 $752K 0.17% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 1,102 shares 1,102 $727K 0.17% +54 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: 4,654 shares; 2024Q4: 4,224 shares; 2025Q1: 3,794 shares; 2025Q2: 3,944 shares; 2025Q3: 3,430 shares; 2025Q4: 3,430 shares 3,430 $717K 0.16% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,095 shares; 2024Q4: 19,517 shares; 2025Q1: 15,691 shares; 2025Q2: 14,171 shares; 2025Q3: 14,171 shares; 2025Q4: 13,972 shares 13,972 $702K 0.16% -199 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: 15,249 shares; 2024Q4: 12,501 shares; 2025Q1: 12,533 shares; 2025Q2: 11,598 shares; 2025Q3: 11,650 shares; 2025Q4: 8,670 shares 8,670 $699K 0.16% -2,980 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: 4,258 shares; 2024Q4: 4,258 shares; 2025Q1: 4,258 shares; 2025Q2: 4,258 shares; 2025Q3: 4,458 shares; 2025Q4: 4,458 shares 4,458 $685K 0.16% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,680 shares; 2025Q1: 2,800 shares; 2025Q2: 2,614 shares; 2025Q3: 2,614 shares; 2025Q4: 2,760 shares 2,760 $637K 0.14% +146 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: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,530 shares; 2025Q2: 2,008 shares; 2025Q3: 1,838 shares; 2025Q4: 1,838 shares 1,838 $578K 0.13% 0 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: 2,212 shares; 2024Q4: 2,136 shares; 2025Q1: 2,136 shares; 2025Q2: 2,136 shares; 2025Q3: 2,136 shares; 2025Q4: 2,058 shares 2,058 $574K 0.13% -78 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: 2,420 shares; 2024Q4: 2,420 shares; 2025Q1: 2,420 shares; 2025Q2: 2,430 shares; 2025Q3: 2,430 shares; 2025Q4: 2,563 shares 2,563 $549K 0.12% +133 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: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares 1,616 $521K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,792 shares; 2025Q1: 1,792 shares; 2025Q2: 1,792 shares; 2025Q3: 1,792 shares; 2025Q4: 1,710 shares 1,710 $517K 0.12% -82 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: 4,740 shares; 2024Q4: 4,444 shares; 2025Q1: 4,444 shares; 2025Q2: 4,444 shares; 2025Q3: 4,444 shares; 2025Q4: 4,444 shares 4,444 $506K 0.11% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,998 shares; 2024Q4: 8,072 shares; 2025Q1: 6,315 shares; 2025Q2: 6,187 shares; 2025Q3: 6,199 shares; 2025Q4: 6,216 shares 6,216 $484K 0.11% +17 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: 26,541 shares; 2024Q4: 24,640 shares; 2025Q1: 19,725 shares; 2025Q2: 19,209 shares; 2025Q3: 17,748 shares; 2025Q4: 20,982 shares 20,982 $483K 0.11% +3,234 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: 7,724 shares; 2024Q4: 7,724 shares; 2025Q1: 7,726 shares; 2025Q2: 7,726 shares; 2025Q3: 7,726 shares; 2025Q4: 7,728 shares 7,728 $482K 0.11% +2 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: not reported; 2024Q4: 508 shares; 2025Q1: 530 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 598 shares 598 $451K 0.1% +24 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 1,922 shares; 2025Q1: 1,922 shares; 2025Q2: 1,964 shares; 2025Q3: 1,964 shares; 2025Q4: 1,964 shares 1,964 $432K 0.1% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 3,558 shares; 2025Q1: 3,627 shares; 2025Q2: 3,618 shares; 2025Q3: 3,451 shares; 2025Q4: 4,527 shares 4,527 $431K 0.1% +1,076 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: 2,194 shares; 2024Q4: 2,194 shares; 2025Q1: 2,194 shares; 2025Q2: 2,194 shares; 2025Q3: 2,194 shares; 2025Q4: 2,194 shares 2,194 $428K 0.1% 0 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: 8,618 shares; 2024Q4: 8,618 shares; 2025Q1: 8,618 shares; 2025Q2: 5,234 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares 1,870 $427K 0.1% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 2,920 shares; 2025Q1: 2,920 shares; 2025Q2: 2,920 shares; 2025Q3: 2,920 shares; 2025Q4: 2,950 shares 2,950 $423K 0.1% +30 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: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 4,433 shares 4,433 $416K 0.09% +3,995 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,218 shares; 2025Q4: 6,046 shares 6,046 $389K 0.09% +828 Timeline PFF 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: 26,975 shares; 2024Q4: 19,964 shares; 2025Q1: 16,069 shares; 2025Q2: 16,143 shares; 2025Q3: 13,509 shares; 2025Q4: 12,192 shares 12,192 $377K 0.09% -1,317 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: 1,754 shares; 2024Q4: 1,754 shares; 2025Q1: 1,754 shares; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares; 2025Q4: 1,790 shares 1,790 $370K 0.08% +36 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 3,809 shares; 2025Q1: 3,672 shares; 2025Q2: 3,752 shares; 2025Q3: 3,782 shares; 2025Q4: 3,782 shares 3,782 $364K 0.08% 0 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: 3,710 shares; 2024Q4: 3,716 shares; 2025Q1: 3,718 shares; 2025Q2: 3,722 shares; 2025Q3: 3,726 shares; 2025Q4: 3,630 shares 3,630 $363K 0.08% -96 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: 3,828 shares; 2024Q4: 3,828 shares; 2025Q1: 3,828 shares; 2025Q2: 3,828 shares; 2025Q3: 3,828 shares; 2025Q4: 3,828 shares 3,828 $357K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 570 shares; 2025Q4: 514 shares 514 $351K 0.08% -56 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: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: not reported; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 744 shares 744 $335K 0.08% +84 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: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 946 shares; 2025Q4: 946 shares 946 $332K 0.08% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,234 shares; 2025Q1: 1,234 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares 1,234 $332K 0.08% 0 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: 2,946 shares; 2024Q4: 2,946 shares; 2025Q1: 2,946 shares; 2025Q2: 2,946 shares; 2025Q3: 2,946 shares; 2025Q4: 2,980 shares 2,980 $332K 0.08% +34 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,049 shares; 2024Q4: 7,116 shares; 2025Q1: 6,024 shares; 2025Q2: 6,142 shares; 2025Q3: 5,514 shares; 2025Q4: 4,364 shares 4,364 $321K 0.07% -1,150 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: 9,504 shares; 2024Q4: not reported; 2025Q1: 9,276 shares; 2025Q2: 9,276 shares; 2025Q3: 9,276 shares; 2025Q4: 8,676 shares 8,676 $320K 0.07% -600 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 3,972 shares; 2025Q1: 3,972 shares; 2025Q2: 3,972 shares; 2025Q3: 3,972 shares; 2025Q4: 3,972 shares 3,972 $316K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 611 shares 611 $307K 0.07% +5 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,250 shares; 2025Q3: 8,626 shares; 2025Q4: 8,626 shares 8,626 $305K 0.07% 0 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: 5,546 shares; 2024Q4: 5,546 shares; 2025Q1: 5,584 shares; 2025Q2: 4,978 shares; 2025Q3: 3,154 shares; 2025Q4: 3,154 shares 3,154 $303K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,062 shares; 2025Q1: 2,062 shares; 2025Q2: 2,062 shares; 2025Q3: 2,062 shares; 2025Q4: 2,062 shares 2,062 $291K 0.07% 0 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 426 shares; 2025Q4: 426 shares 426 $282K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 4,672 shares; 2025Q1: 4,672 shares; 2025Q2: 4,672 shares; 2025Q3: 4,672 shares; 2025Q4: 4,672 shares 4,672 $282K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,044 shares; 2024Q4: 5,044 shares; 2025Q1: 2,994 shares; 2025Q2: 2,994 shares; 2025Q3: 2,994 shares; 2025Q4: 2,994 shares 2,994 $277K 0.06% 0 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,430 shares 1,430 $261K 0.06% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2,282 shares; 2025Q1: 2,202 shares; 2025Q2: 2,202 shares; 2025Q3: 2,164 shares; 2025Q4: 2,166 shares 2,166 $260K 0.06% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 658 shares 658 $246K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,310 shares; 2024Q4: 8,310 shares; 2025Q1: 8,310 shares; 2025Q2: 4,966 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares 1,908 $239K 0.05% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 600 shares; 2025Q4: 600 shares 600 $233K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $232K 0.05% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares; 2025Q4: 1,844 shares 1,844 $232K 0.05% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $231K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,656 shares; 2025Q2: 5,656 shares; 2025Q3: 5,656 shares; 2025Q4: 5,656 shares 5,656 $230K 0.05% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,748 shares 5,748 $228K 0.05% new Timeline FXZ 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: 3,418 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,418 shares; 2025Q4: 3,418 shares 3,418 $222K 0.05% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,252 shares; 2025Q4: 1,194 shares 1,194 $219K 0.05% -58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,822 shares 2,822 $217K 0.05% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 828 shares 828 $215K 0.05% +64 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,496 shares; 2025Q1: 3,496 shares; 2025Q2: 3,496 shares; 2025Q3: 3,496 shares; 2025Q4: 1,966 shares 1,966 $207K 0.05% -1,530 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: 1,752 shares; 2024Q4: not reported; 2025Q1: 1,752 shares; 2025Q2: 1,752 shares; 2025Q3: 1,752 shares; 2025Q4: 1,752 shares 1,752 $205K 0.05% 0 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 838 shares; 2025Q4: 838 shares 838 $203K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares 2,080 $202K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,082 shares; 2024Q4: 14,300 shares; 2025Q1: 14,300 shares; 2025Q2: 14,410 shares; 2025Q3: 14,524 shares; 2025Q4: 10,934 shares 10,934 $162K 0.04% -3,590 Timeline