IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,520,492 shares; 2024Q4: 4,336,753 shares; 2025Q1: 4,528,761 shares; 2025Q2: 4,362,545 shares; 2025Q3: 4,327,186 shares 4,327,186 $848M 12.76% -35,359 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,605 shares; 2024Q4: 557,134 shares; 2025Q1: 525,628 shares; 2025Q2: 781,415 shares; 2025Q3: 815,540 shares 815,540 $609M 9.17% +34,125 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,666,906 shares; 2024Q4: 8,851,109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,078,273 shares 10,078,273 $543M 8.17% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210,009 shares; 2024Q4: 1,356,251 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,656,686 shares 1,656,686 $467M 7.03% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485,597 shares; 2024Q4: 1,498,423 shares; 2025Q1: 1,458,362 shares; 2025Q2: 1,578,792 shares; 2025Q3: 1,604,990 shares 1,604,990 $385M 5.79% +26,198 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750,740 shares; 2024Q4: 1,817,144 shares; 2025Q1: 1,809,096 shares; 2025Q2: 1,966,879 shares; 2025Q3: 1,998,409 shares 1,998,409 $375M 5.65% +31,530 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066,656 shares; 2024Q4: 1,004,136 shares; 2025Q1: 1,028,427 shares; 2025Q2: 1,346,108 shares; 2025Q3: 1,323,058 shares 1,323,058 $343M 5.17% -23,050 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877,890 shares; 2024Q4: 878,297 shares; 2025Q1: 893,994 shares; 2025Q2: 909,939 shares; 2025Q3: 923,559 shares 923,559 $274M 4.12% +13,620 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473,397 shares; 2024Q4: 1,502,984 shares; 2025Q1: 1,633,712 shares; 2025Q2: 1,628,576 shares; 2025Q3: 1,597,917 shares 1,597,917 $189M 2.85% -30,659 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123,061 shares; 2024Q4: 1,184,343 shares; 2025Q1: 1,215,977 shares; 2025Q2: 1,376,276 shares; 2025Q3: 1,416,698 shares 1,416,698 $186M 2.8% +40,422 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990,784 shares; 2024Q4: 998,985 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191,511 shares 1,191,511 $184M 2.77% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,747 shares; 2024Q4: 299,377 shares; 2025Q1: 300,357 shares; 2025Q2: 366,911 shares; 2025Q3: 366,035 shares 366,035 $145M 2.18% -876 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045,232 shares; 2024Q4: 1,147,714 shares; 2025Q1: 1,267,682 shares; 2025Q2: 1,140,688 shares; 2025Q3: 930,062 shares 930,062 $129M 1.95% -210,626 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471,503 shares; 2024Q4: 1,472,907 shares; 2025Q1: 1,559,214 shares; 2025Q2: 1,575,322 shares; 2025Q3: 1,576,820 shares 1,576,820 $108M 1.62% +1,498 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874,293 shares; 2024Q4: 833,422 shares; 2025Q1: 974,216 shares; 2025Q2: 1,027,290 shares; 2025Q3: 994,533 shares 994,533 $104M 1.57% -32,757 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422,847 shares; 2024Q4: 1,394,312 shares; 2025Q1: 1,929,209 shares; 2025Q2: 946,863 shares; 2025Q3: 922,461 shares 922,461 $95.2M 1.43% -24,402 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056,580 shares; 2024Q4: 1,029,931 shares; 2025Q1: 1,178,161 shares; 2025Q2: 1,192,591 shares; 2025Q3: 1,160,872 shares 1,160,872 $91M 1.37% -31,719 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,456 shares; 2024Q4: 376,649 shares; 2025Q1: 357,782 shares; 2025Q2: 445,234 shares; 2025Q3: 411,614 shares 411,614 $88M 1.32% -33,620 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,742 shares; 2024Q4: 510,571 shares; 2025Q1: 648,435 shares; 2025Q2: 595,610 shares; 2025Q3: 602,034 shares 602,034 $76.2M 1.15% +6,424 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,530 shares; 2024Q4: 459,781 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 798,027 shares 798,027 $71.3M 1.07% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421,832 shares; 2024Q4: 1,453,605 shares; 2025Q1: 1,486,973 shares; 2025Q2: 1,454,612 shares; 2025Q3: 1,446,813 shares 1,446,813 $68.8M 1.04% -7,799 Timeline XLU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,029 shares; 2024Q4: 440,351 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 618,903 shares 618,903 $54M 0.81% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,014 shares; 2024Q4: 458,665 shares; 2025Q1: 455,420 shares; 2025Q2: 459,832 shares; 2025Q3: 458,681 shares 458,681 $50.9M 0.77% -1,151 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,717 shares; 2024Q4: 222,050 shares; 2025Q1: 318,625 shares; 2025Q2: 399,185 shares; 2025Q3: 398,705 shares 398,705 $49.3M 0.74% -480 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,056 shares; 2024Q4: 234,582 shares; 2025Q1: 242,877 shares; 2025Q2: 341,286 shares; 2025Q3: 334,145 shares 334,145 $48.7M 0.73% -7,141 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 9,351 shares; 2025Q1: 56,516 shares; 2025Q2: 378,734 shares; 2025Q3: 371,502 shares 371,502 $46.8M 0.7% -7,232 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,007 shares; 2024Q4: 298,613 shares; 2025Q1: 301,931 shares; 2025Q2: 306,221 shares; 2025Q3: 303,690 shares 303,690 $45M 0.68% -2,531 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,670 shares; 2024Q4: 369,936 shares; 2025Q1: 386,629 shares; 2025Q2: 330,346 shares; 2025Q3: 346,193 shares 346,193 $43.6M 0.66% +15,847 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,375 shares; 2024Q4: 336,882 shares; 2025Q1: 364,721 shares; 2025Q2: 448,710 shares; 2025Q3: 474,244 shares 474,244 $42.5M 0.64% +25,534 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,124 shares; 2024Q4: 396,551 shares; 2025Q1: 413,478 shares; 2025Q2: 437,175 shares; 2025Q3: 435,968 shares 435,968 $42.3M 0.64% -1,207 Timeline GXPT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,522,821 shares 1,522,821 $41.3M 0.62% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881,033 shares; 2024Q4: 967,333 shares; 2025Q1: 956,517 shares; 2025Q2: 675,718 shares; 2025Q3: 700,285 shares 700,285 $41.1M 0.62% +24,567 Timeline XLRE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,087 shares; 2024Q4: 607,810 shares; 2025Q1: 686,521 shares; 2025Q2: 770,487 shares; 2025Q3: 883,974 shares 883,974 $37.2M 0.56% +113,487 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,903 shares; 2024Q4: 157,189 shares; 2025Q1: 178,291 shares; 2025Q2: 190,141 shares; 2025Q3: 195,671 shares 195,671 $37.1M 0.56% +5,530 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,014 shares; 2024Q4: 132,052 shares; 2025Q1: 151,632 shares; 2025Q2: 140,906 shares; 2025Q3: 146,679 shares 146,679 $30M 0.45% +5,773 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,789 shares; 2024Q4: 377,337 shares; 2025Q1: 392,794 shares; 2025Q2: 413,176 shares; 2025Q3: 453,931 shares 453,931 $28.1M 0.42% +40,755 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,512 shares; 2024Q4: 301,863 shares; 2025Q1: 289,456 shares; 2025Q2: 272,976 shares; 2025Q3: 300,666 shares 300,666 $27.4M 0.41% +27,690 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,391 shares; 2024Q4: 136,462 shares; 2025Q1: 214,564 shares; 2025Q2: 305,036 shares; 2025Q3: 300,762 shares 300,762 $27M 0.41% -4,274 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,499 shares; 2024Q4: 429,415 shares; 2025Q1: 411,243 shares; 2025Q2: 415,640 shares; 2025Q3: 429,002 shares 429,002 $26.6M 0.4% +13,362 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,186 shares; 2024Q4: 239,556 shares; 2025Q1: 252,083 shares; 2025Q2: 275,976 shares; 2025Q3: 278,350 shares 278,350 $25.4M 0.38% +2,374 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,114 shares; 2024Q4: 64,201 shares; 2025Q1: 60,793 shares; 2025Q2: 45,228 shares; 2025Q3: 41,364 shares 41,364 $24.8M 0.37% -3,864 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740,668 shares; 2024Q4: 613,614 shares; 2025Q1: 468,522 shares; 2025Q2: 486,524 shares; 2025Q3: 470,968 shares 470,968 $21M 0.32% -15,556 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,279 shares; 2024Q4: 236,201 shares; 2025Q1: 242,425 shares; 2025Q2: 221,874 shares; 2025Q3: 242,896 shares 242,896 $19.5M 0.29% +21,022 Timeline GXPC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 679,280 shares 679,280 $18.9M 0.29% new Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,900 shares; 2024Q4: 165,287 shares; 2025Q1: 171,736 shares; 2025Q2: 194,413 shares; 2025Q3: 202,793 shares 202,793 $18.6M 0.28% +8,380 Timeline GXPS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 756,151 shares 756,151 $18.5M 0.28% new Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,853 shares; 2024Q4: 47,829 shares; 2025Q1: 105,817 shares; 2025Q2: 107,309 shares; 2025Q3: 105,300 shares 105,300 $18.2M 0.27% -2,009 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,442 shares; 2024Q4: 319,942 shares; 2025Q1: 308,185 shares; 2025Q2: 310,212 shares; 2025Q3: 291,683 shares 291,683 $17.1M 0.26% -18,529 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,754 shares; 2024Q4: 21,248 shares; 2025Q1: 31,741 shares; 2025Q2: 32,064 shares; 2025Q3: 32,494 shares 32,494 $16.8M 0.25% +430 Timeline GXPD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 573,938 shares 573,938 $15.2M 0.23% new Timeline TRUT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475,755 shares 475,755 $12.4M 0.19% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,464 shares; 2024Q4: 103,336 shares; 2025Q1: 123,572 shares; 2025Q2: 122,202 shares; 2025Q3: 48,771 shares 48,771 $12.4M 0.19% -73,431 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,766 shares; 2024Q4: 37,823 shares; 2025Q1: 66,203 shares; 2025Q2: 60,676 shares; 2025Q3: 54,684 shares 54,684 $11.3M 0.17% -5,992 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,537 shares; 2024Q4: 170,409 shares; 2025Q1: 186,008 shares; 2025Q2: 202,604 shares; 2025Q3: 228,380 shares 228,380 $9.59M 0.14% +25,776 Timeline BBJP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,125 shares; 2024Q4: 96,351 shares; 2025Q1: 91,400 shares; 2025Q2: 124,351 shares; 2025Q3: 128,702 shares 128,702 $8.54M 0.13% +4,351 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,990 shares; 2024Q4: 12,858 shares; 2025Q1: 12,157 shares; 2025Q2: 11,864 shares; 2025Q3: 12,691 shares 12,691 $8.45M 0.13% +827 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,114 shares; 2024Q4: 128,925 shares; 2025Q1: 133,911 shares; 2025Q2: 140,541 shares; 2025Q3: 166,038 shares 166,038 $8.39M 0.13% +25,497 Timeline FXU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,817 shares; 2024Q4: 221,250 shares; 2025Q1: 202,370 shares; 2025Q2: 197,755 shares; 2025Q3: 182,180 shares 182,180 $8.28M 0.12% -15,575 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,657 shares; 2024Q4: 238,551 shares; 2025Q1: 223,204 shares; 2025Q2: 233,668 shares; 2025Q3: 240,828 shares 240,828 $7.78M 0.12% +7,160 Timeline FLSW FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,641 shares; 2024Q4: 190,397 shares; 2025Q1: 181,063 shares; 2025Q2: 186,601 shares; 2025Q3: 189,951 shares 189,951 $7.28M 0.11% +3,350 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,774 shares; 2024Q4: 76,869 shares; 2025Q1: 74,078 shares; 2025Q2: 77,856 shares; 2025Q3: 78,768 shares 78,768 $6.87M 0.1% +912 Timeline FXH 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,253 shares; 2024Q4: 172,947 shares; 2025Q1: 161,227 shares; 2025Q2: 59,735 shares; 2025Q3: 58,316 shares 58,316 $6.4M 0.1% -1,419 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,657 shares; 2024Q4: 9,998 shares; 2025Q1: 10,410 shares; 2025Q2: 10,014 shares; 2025Q3: 9,779 shares 9,779 $5.99M 0.09% -235 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,933 shares; 2024Q4: 5,062 shares; 2025Q1: 6,961 shares; 2025Q2: 6,722 shares; 2025Q3: 7,408 shares 7,408 $5.65M 0.09% +686 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,877 shares; 2024Q4: 28,034 shares; 2025Q1: 24,658 shares; 2025Q2: 25,785 shares; 2025Q3: 23,598 shares 23,598 $5.18M 0.08% -2,187 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,178 shares; 2024Q4: 67,309 shares; 2025Q1: 73,815 shares; 2025Q2: 77,515 shares; 2025Q3: 92,873 shares 92,873 $5.13M 0.08% +15,358 Timeline FLAX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,645 shares; 2024Q4: 135,425 shares; 2025Q1: 139,867 shares; 2025Q2: 166,983 shares; 2025Q3: 167,838 shares 167,838 $4.85M 0.07% +855 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,006 shares; 2024Q4: 33,218 shares; 2025Q1: 33,397 shares; 2025Q2: 31,101 shares; 2025Q3: 25,688 shares 25,688 $4.79M 0.07% -5,413 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,779 shares; 2024Q4: 12,094 shares; 2025Q1: 19,461 shares; 2025Q2: 19,850 shares; 2025Q3: 19,317 shares 19,317 $4.7M 0.07% -533 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,221 shares; 2024Q4: 3,455 shares; 2025Q1: 5,155 shares; 2025Q2: 5,156 shares; 2025Q3: 5,016 shares 5,016 $4.64M 0.07% -140 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,578 shares; 2024Q4: 12,491 shares; 2025Q1: 13,811 shares; 2025Q2: 13,542 shares; 2025Q3: 14,163 shares 14,163 $4.47M 0.07% +621 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99,616 shares; 2025Q1: 102,445 shares; 2025Q2: 87,573 shares; 2025Q3: 47,105 shares 47,105 $4.17M 0.06% -40,468 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,084 shares; 2024Q4: 139,262 shares; 2025Q1: 141,452 shares; 2025Q2: 96,384 shares; 2025Q3: 90,580 shares 90,580 $3.78M 0.06% -5,804 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,003 shares; 2024Q4: 134,183 shares; 2025Q1: 131,753 shares; 2025Q2: 129,776 shares; 2025Q3: 125,985 shares 125,985 $3.7M 0.06% -3,791 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,950 shares; 2024Q4: 150,452 shares; 2025Q1: 139,693 shares; 2025Q2: 119,497 shares; 2025Q3: 137,134 shares 137,134 $3.7M 0.06% +17,637 Timeline TRUD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139,901 shares 139,901 $3.64M 0.05% new Timeline KBWB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,048 shares; 2024Q4: 45,501 shares; 2025Q1: 42,132 shares; 2025Q2: 49,132 shares; 2025Q3: 45,945 shares 45,945 $3.59M 0.05% -3,187 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 7,336 shares; 2025Q1: 6,971 shares; 2025Q2: 6,089 shares; 2025Q3: 5,220 shares 5,220 $3.49M 0.05% -869 Timeline BBAX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,458 shares; 2024Q4: 54,531 shares; 2025Q1: 60,686 shares; 2025Q2: 60,238 shares; 2025Q3: 61,673 shares 61,673 $3.47M 0.05% +1,435 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,235 shares; 2024Q4: 6,822 shares; 2025Q1: 7,005 shares; 2025Q2: 7,243 shares; 2025Q3: 7,238 shares 7,238 $3.47M 0.05% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,655 shares; 2024Q4: 37,245 shares; 2025Q1: 8,185 shares; 2025Q2: 7,805 shares; 2025Q3: 10,464 shares 10,464 $3.43M 0.05% +2,659 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,864 shares; 2024Q4: 4,925 shares; 2025Q1: 8,212 shares; 2025Q2: 8,039 shares; 2025Q3: 7,678 shares 7,678 $3.41M 0.05% -361 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 5,663 shares; 2025Q1: 6,665 shares; 2025Q2: 6,686 shares; 2025Q3: 6,672 shares 6,672 $3.35M 0.05% -14 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,827 shares; 2024Q4: 22,515 shares; 2025Q1: 26,476 shares; 2025Q2: 27,280 shares; 2025Q3: 27,107 shares 27,107 $3.27M 0.05% -173 Timeline FXR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,879 shares; 2024Q4: 10,256 shares; 2025Q1: 9,760 shares; 2025Q2: 42,364 shares; 2025Q3: 41,445 shares 41,445 $3.24M 0.05% -919 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,377 shares; 2024Q4: 54,344 shares; 2025Q1: 40,818 shares; 2025Q2: 41,204 shares; 2025Q3: 40,122 shares 40,122 $3.12M 0.05% -1,082 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,638 shares; 2024Q4: 4,263 shares; 2025Q1: 5,428 shares; 2025Q2: 5,978 shares; 2025Q3: 6,393 shares 6,393 $2.99M 0.05% +415 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,609 shares; 2024Q4: 73,855 shares; 2025Q1: 72,395 shares; 2025Q2: 71,567 shares; 2025Q3: 69,875 shares 69,875 $2.96M 0.04% -1,692 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,437 shares; 2024Q4: 84,164 shares; 2025Q1: 84,164 shares; 2025Q2: 84,101 shares; 2025Q3: 84,101 shares 84,101 $2.71M 0.04% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,057 shares; 2024Q4: 8,018 shares; 2025Q1: 8,013 shares; 2025Q2: 8,139 shares; 2025Q3: 8,191 shares 8,191 $2.7M 0.04% +52 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,269 shares; 2024Q4: 14,577 shares; 2025Q1: 14,445 shares; 2025Q2: 13,454 shares; 2025Q3: 13,012 shares 13,012 $2.69M 0.04% -442 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,361 shares; 2024Q4: 7,361 shares; 2025Q1: 7,361 shares; 2025Q2: 7,361 shares; 2025Q3: 7,361 shares 7,361 $2.23M 0.03% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,808 shares; 2024Q4: 30,748 shares; 2025Q1: 27,374 shares; 2025Q2: 26,038 shares; 2025Q3: 27,755 shares 27,755 $2.21M 0.03% +1,717 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,013 shares; 2024Q4: 49,849 shares; 2025Q1: 38,962 shares; 2025Q2: 40,343 shares; 2025Q3: 38,807 shares 38,807 $2.18M 0.03% -1,536 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,659 shares; 2024Q4: 8,202 shares; 2025Q1: 8,414 shares; 2025Q2: 8,136 shares; 2025Q3: 7,724 shares 7,724 $2.17M 0.03% -412 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,192 shares; 2024Q4: 23,795 shares; 2025Q1: 22,563 shares; 2025Q2: 29,336 shares; 2025Q3: 30,575 shares 30,575 $2.08M 0.03% +1,239 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,728 shares; 2024Q4: 45,775 shares; 2025Q1: 45,541 shares; 2025Q2: 46,153 shares; 2025Q3: 42,267 shares 42,267 $1.92M 0.03% -3,886 Timeline FXG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,229 shares; 2024Q4: 31,206 shares; 2025Q1: 30,808 shares; 2025Q2: 30,557 shares; 2025Q3: 30,544 shares 30,544 $1.91M 0.03% -13 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,807 shares; 2024Q4: 6,279 shares; 2025Q1: 6,322 shares; 2025Q2: 6,172 shares; 2025Q3: 6,216 shares 6,216 $1.83M 0.03% +44 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,167 shares; 2024Q4: 12,447 shares; 2025Q1: 11,223 shares; 2025Q2: 9,485 shares; 2025Q3: 8,416 shares 8,416 $1.82M 0.03% -1,069 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,225 shares; 2024Q4: 31,212 shares; 2025Q1: 34,787 shares; 2025Q2: 50,151 shares; 2025Q3: 50,413 shares 50,413 $1.74M 0.03% +262 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,896 shares; 2024Q4: 20,929 shares; 2025Q1: 21,035 shares; 2025Q2: 21,853 shares; 2025Q3: 22,502 shares 22,502 $1.72M 0.03% +649 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,717 shares; 2024Q4: 40,235 shares; 2025Q1: 4,223 shares; 2025Q2: 28,240 shares; 2025Q3: 27,534 shares 27,534 $1.7M 0.03% -706 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,199 shares; 2024Q4: 24,279 shares; 2025Q1: 50,479 shares; 2025Q2: 52,769 shares; 2025Q3: 53,897 shares 53,897 $1.67M 0.03% +1,128 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,093 shares; 2025Q1: 2,106 shares; 2025Q2: 2,288 shares; 2025Q3: 2,232 shares 2,232 $1.64M 0.02% -56 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 9,930 shares; 2025Q1: 9,365 shares; 2025Q2: 7,753 shares; 2025Q3: 6,675 shares 6,675 $1.63M 0.02% -1,078 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,531 shares; 2024Q4: 3,788 shares; 2025Q1: 5,600 shares; 2025Q2: 5,232 shares; 2025Q3: 4,600 shares 4,600 $1.59M 0.02% -632 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,353 shares; 2024Q4: 20,199 shares; 2025Q1: 20,187 shares; 2025Q2: 20,156 shares; 2025Q3: 19,333 shares 19,333 $1.54M 0.02% -823 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,328 shares; 2024Q4: 15,529 shares; 2025Q1: 8,321 shares; 2025Q2: 8,617 shares; 2025Q3: 7,888 shares 7,888 $1.47M 0.02% -729 Timeline BBEU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,350 shares; 2024Q4: 21,633 shares; 2025Q1: 21,593 shares; 2025Q2: 20,962 shares; 2025Q3: 20,962 shares 20,962 $1.46M 0.02% 0 Timeline EWUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,756 shares; 2024Q4: 35,429 shares; 2025Q1: 35,963 shares; 2025Q2: 34,768 shares; 2025Q3: 34,703 shares 34,703 $1.43M 0.02% -65 Timeline FLAU FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,684 shares; 2024Q4: 14,700 shares; 2025Q1: 14,380 shares; 2025Q2: 42,627 shares; 2025Q3: 42,457 shares 42,457 $1.37M 0.02% -170 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 12,012 shares; 2025Q1: 12,012 shares; 2025Q2: 11,571 shares; 2025Q3: 9,326 shares 9,326 $1.33M 0.02% -2,245 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,405 shares; 2024Q4: 14,839 shares; 2025Q1: 13,963 shares; 2025Q2: 17,245 shares; 2025Q3: 15,060 shares 15,060 $1.31M 0.02% -2,185 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 2,186 shares; 2025Q1: 3,452 shares; 2025Q2: 3,544 shares; 2025Q3: 4,026 shares 4,026 $1.31M 0.02% +482 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,088 shares; 2024Q4: 15,299 shares; 2025Q1: 28,810 shares; 2025Q2: 34,220 shares; 2025Q3: 44,485 shares 44,485 $1.29M 0.02% +10,265 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 4,812 shares; 2025Q1: 4,812 shares; 2025Q2: 4,944 shares; 2025Q3: 4,897 shares 4,897 $1.26M 0.02% -47 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 2,906 shares; 2025Q1: 2,895 shares; 2025Q2: 2,944 shares; 2025Q3: 3,091 shares 3,091 $1.25M 0.02% +147 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,019 shares; 2024Q4: 3,876 shares; 2025Q1: 6,823 shares; 2025Q2: 6,928 shares; 2025Q3: 7,243 shares 7,243 $1.24M 0.02% +315 Timeline FLBR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,243 shares; 2024Q4: 122,224 shares; 2025Q1: 64,321 shares; 2025Q2: 63,407 shares; 2025Q3: 62,483 shares 62,483 $1.19M 0.02% -924 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 912 shares; 2025Q1: 928 shares; 2025Q2: 931 shares; 2025Q3: 976 shares 976 $1.17M 0.02% +45 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,151 shares; 2024Q4: 14,181 shares; 2025Q1: 11,337 shares; 2025Q2: 11,277 shares; 2025Q3: 10,125 shares 10,125 $1.14M 0.02% -1,152 Timeline FXD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,199 shares; 2024Q4: 7,472 shares; 2025Q1: 255,940 shares; 2025Q2: 15,111 shares; 2025Q3: 16,139 shares 16,139 $1.1M 0.02% +1,028 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 2,912 shares; 2025Q1: 4,786 shares; 2025Q2: 3,197 shares; 2025Q3: 3,256 shares 3,256 $1.08M 0.02% +59 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,945 shares; 2024Q4: 30,161 shares; 2025Q1: 27,532 shares; 2025Q2: 27,532 shares; 2025Q3: 25,746 shares 25,746 $1.06M 0.02% -1,786 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,072 shares; 2024Q4: 5,415 shares; 2025Q1: 4,992 shares; 2025Q2: 4,824 shares; 2025Q3: 4,495 shares 4,495 $1.04M 0.02% -329 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,191 shares; 2024Q4: 2,458 shares; 2025Q1: 2,622 shares; 2025Q2: 2,539 shares; 2025Q3: 2,958 shares 2,958 $1.01M 0.02% +419 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,199 shares; 2024Q4: 3,405 shares; 2025Q1: 4,327 shares; 2025Q2: 3,900 shares; 2025Q3: 3,908 shares 3,908 $946K 0.01% +8 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,080 shares; 2024Q4: 7,809 shares; 2025Q1: 9,011 shares; 2025Q2: 8,318 shares; 2025Q3: 7,914 shares 7,914 $940K 0.01% -404 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,983 shares; 2024Q4: 8,845 shares; 2025Q1: 8,413 shares; 2025Q2: 7,876 shares; 2025Q3: 11,819 shares 11,819 $892K 0.01% +3,943 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,266 shares; 2025Q1: 4,403 shares; 2025Q2: 3,898 shares; 2025Q3: 3,888 shares 3,888 $877K 0.01% -10 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,822 shares; 2025Q1: 1,818 shares; 2025Q2: 1,672 shares; 2025Q3: 1,490 shares 1,490 $848K 0.01% -182 Timeline FXL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 4,998 shares; 2025Q1: 4,998 shares; 2025Q2: 4,998 shares; 2025Q3: 4,991 shares 4,991 $838K 0.01% -7 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,068 shares; 2024Q4: 6,536 shares; 2025Q1: 7,445 shares; 2025Q2: 7,021 shares; 2025Q3: 8,109 shares 8,109 $836K 0.01% +1,088 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 1,167 shares; 2025Q1: 2,165 shares; 2025Q2: 2,149 shares; 2025Q3: 2,172 shares 2,172 $803K 0.01% +23 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 2,908 shares; 2025Q1: 4,058 shares; 2025Q2: 3,804 shares; 2025Q3: 3,859 shares 3,859 $786K 0.01% +55 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,031 shares; 2024Q4: 9,031 shares; 2025Q1: 8,871 shares; 2025Q2: 9,504 shares; 2025Q3: 5,389 shares 5,389 $753K 0.01% -4,115 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,797 shares; 2024Q4: 14,842 shares; 2025Q1: 10,971 shares; 2025Q2: 11,171 shares; 2025Q3: 11,098 shares 11,098 $724K 0.01% -73 Timeline FKU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,775 shares; 2024Q4: 17,554 shares; 2025Q1: 14,740 shares; 2025Q2: 14,852 shares; 2025Q3: 14,903 shares 14,903 $722K 0.01% +51 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 7,924 shares; 2025Q1: 8,056 shares; 2025Q2: 7,552 shares; 2025Q3: 7,522 shares 7,522 $721K 0.01% -30 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,588 shares; 2024Q4: 19,733 shares; 2025Q1: 17,564 shares; 2025Q2: 10,508 shares; 2025Q3: 10,518 shares 10,518 $698K 0.01% +10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: 3,480 shares; 2025Q1: 3,405 shares; 2025Q2: 3,146 shares; 2025Q3: 2,729 shares 2,729 $694K 0.01% -417 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,930 shares; 2025Q1: 4,525 shares; 2025Q2: 3,796 shares; 2025Q3: 4,168 shares 4,168 $686K 0.01% +372 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,268 shares; 2024Q4: 26,267 shares; 2025Q1: 17,426 shares; 2025Q2: 26,504 shares; 2025Q3: 27,749 shares 27,749 $685K 0.01% +1,245 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,990 shares 1,990 $662K 0.01% new Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,857 shares; 2025Q2: 26,421 shares; 2025Q3: 25,469 shares 25,469 $650K 0.01% -952 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,821 shares 1,821 $647K 0.01% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,917 shares; 2024Q4: 5,352 shares; 2025Q1: 4,554 shares; 2025Q2: 3,579 shares; 2025Q3: 3,746 shares 3,746 $627K 0.01% +167 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,233 shares; 2025Q1: 1,251 shares; 2025Q2: 1,234 shares; 2025Q3: 1,247 shares 1,247 $613K 0.01% +13 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 6,083 shares; 2025Q1: 3,545 shares; 2025Q2: 2,975 shares; 2025Q3: 3,829 shares 3,829 $595K 0.01% +854 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 4,364 shares; 2025Q1: 4,455 shares; 2025Q2: 4,820 shares; 2025Q3: 4,742 shares 4,742 $571K 0.01% -78 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 3,100 shares; 2025Q1: 2,811 shares; 2025Q2: 2,800 shares; 2025Q3: 2,725 shares 2,725 $549K 0.01% -75 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,386 shares; 2024Q4: 16,386 shares; 2025Q1: 10,409 shares; 2025Q2: 9,521 shares; 2025Q3: 9,497 shares 9,497 $548K 0.01% -24 Timeline FSZ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,709 shares; 2024Q4: 10,285 shares; 2025Q1: 9,414 shares; 2025Q2: 9,452 shares; 2025Q3: 7,092 shares 7,092 $545K 0.01% -2,360 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,300 shares; 2025Q1: 1,776 shares; 2025Q2: 1,607 shares; 2025Q3: 1,803 shares 1,803 $542K 0.01% +196 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 2,239 shares; 2025Q1: 2,398 shares; 2025Q2: 2,361 shares; 2025Q3: 1,918 shares 1,918 $536K 0.01% -443 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,252 shares; 2025Q1: 1,919 shares; 2025Q2: 1,249 shares; 2025Q3: 1,898 shares 1,898 $536K 0.01% +649 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 7,075 shares; 2025Q1: 7,075 shares; 2025Q2: 7,572 shares; 2025Q3: 7,194 shares 7,194 $527K 0.01% -378 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,145 shares; 2024Q4: 12,705 shares; 2025Q1: 11,719 shares; 2025Q2: 11,719 shares; 2025Q3: 9,103 shares 9,103 $523K 0.01% -2,616 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,584 shares; 2025Q1: 1,761 shares; 2025Q2: 1,886 shares; 2025Q3: 2,785 shares 2,785 $516K 0.01% +899 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,504 shares; 2025Q1: 1,364 shares; 2025Q2: 1,371 shares; 2025Q3: 2,379 shares 2,379 $513K 0.01% +1,008 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,178 shares; 2025Q1: 1,990 shares; 2025Q2: 1,977 shares; 2025Q3: 2,493 shares 2,493 $501K 0.01% +516 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 3,465 shares; 2025Q1: 3,299 shares; 2025Q2: 2,924 shares; 2025Q3: 3,505 shares 3,505 $492K 0.01% +581 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,048 shares; 2025Q3: 1,346 shares 1,346 $492K 0.01% +298 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,237 shares; 2025Q1: 1,244 shares; 2025Q2: 1,220 shares; 2025Q3: 1,248 shares 1,248 $489K 0.01% +28 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: 3,468 shares; 2025Q3: 3,440 shares 3,440 $481K 0.01% -28 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,543 shares; 2024Q4: 2,601 shares; 2025Q1: 2,601 shares; 2025Q2: 2,264 shares; 2025Q3: 2,155 shares 2,155 $479K 0.01% -109 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 315 shares; 2025Q3: 307 shares 307 $459K 0.01% -8 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 4,443 shares; 2025Q1: 5,653 shares; 2025Q2: 3,450 shares; 2025Q3: 4,294 shares 4,294 $457K 0.01% +844 Timeline FTXN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,925 shares; 2024Q4: 58,915 shares; 2025Q1: 40,674 shares; 2025Q2: 16,849 shares; 2025Q3: 16,049 shares 16,049 $457K 0.01% -800 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,060 shares; 2025Q1: 21,060 shares; 2025Q2: 21,060 shares; 2025Q3: 21,060 shares 21,060 $453K 0.01% 0 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,790 shares; 2024Q4: 19,125 shares; 2025Q1: 16,770 shares; 2025Q2: 16,622 shares; 2025Q3: 15,472 shares 15,472 $452K 0.01% -1,150 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,271 shares; 2025Q1: 1,235 shares; 2025Q2: 1,200 shares; 2025Q3: 1,191 shares 1,191 $446K 0.01% -9 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 4,543 shares; 2025Q1: 4,551 shares; 2025Q2: 4,531 shares; 2025Q3: 4,585 shares 4,585 $435K 0.01% +54 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 3,333 shares; 2025Q1: 3,073 shares; 2025Q2: 2,618 shares; 2025Q3: 2,708 shares 2,708 $416K 0.01% +90 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,984 shares; 2024Q4: 12,984 shares; 2025Q1: 15,099 shares; 2025Q2: 14,881 shares; 2025Q3: 16,208 shares 16,208 $413K 0.01% +1,327 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 950 shares; 2025Q1: 895 shares; 2025Q2: 882 shares; 2025Q3: 868 shares 868 $412K 0.01% -14 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,318 shares; 2025Q1: 1,484 shares; 2025Q2: 1,349 shares; 2025Q3: 1,324 shares 1,324 $402K 0.01% -25 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 675 shares; 2025Q1: 556 shares; 2025Q2: 520 shares; 2025Q3: 527 shares 527 $400K 0.01% +7 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,144 shares; 2024Q4: 15,659 shares; 2025Q1: 13,159 shares; 2025Q2: 5,835 shares; 2025Q3: 5,836 shares 5,836 $397K 0.01% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,269 shares; 2025Q3: 1,269 shares 1,269 $391K 0.01% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,351 shares; 2024Q4: 11,289 shares; 2025Q1: 7,454 shares; 2025Q2: 6,931 shares; 2025Q3: 5,688 shares 5,688 $389K 0.01% -1,243 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 455 shares; 2025Q3: 625 shares 625 $384K 0.01% +170 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,378 shares; 2025Q1: 1,483 shares; 2025Q2: 1,470 shares; 2025Q3: 1,284 shares 1,284 $382K 0.01% -186 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,605 shares; 2024Q4: 8,309 shares; 2025Q1: 7,465 shares; 2025Q2: 7,373 shares; 2025Q3: 7,373 shares 7,373 $380K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 1,316 shares; 2025Q1: 1,311 shares; 2025Q2: 1,329 shares; 2025Q3: 1,336 shares 1,336 $377K 0.01% +7 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 2,390 shares; 2025Q2: 2,390 shares; 2025Q3: 2,323 shares 2,323 $373K 0.01% -67 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 398 shares; 2025Q1: 442 shares; 2025Q2: 607 shares; 2025Q3: 619 shares 619 $369K 0.01% +12 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,853 shares; 2025Q1: 3,698 shares; 2025Q2: 2,710 shares; 2025Q3: 3,686 shares 3,686 $368K 0.01% +976 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,768 shares; 2025Q1: 2,472 shares; 2025Q2: 2,472 shares; 2025Q3: 2,712 shares 2,712 $363K 0.01% +240 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,965 shares; 2025Q1: 1,974 shares; 2025Q2: 1,877 shares; 2025Q3: 1,688 shares 1,688 $362K 0.01% -189 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 10,896 shares; 2025Q1: 11,644 shares; 2025Q2: 11,285 shares; 2025Q3: 11,284 shares 11,284 $360K 0.01% -1 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,374 shares; 2024Q4: 2,338 shares; 2025Q1: 2,299 shares; 2025Q2: 1,973 shares; 2025Q3: 1,748 shares 1,748 $356K 0.01% -225 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,572 shares; 2025Q1: 1,503 shares; 2025Q2: 1,190 shares; 2025Q3: 1,414 shares 1,414 $349K 0.01% +224 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,111 shares; 2025Q2: 1,113 shares; 2025Q3: 1,094 shares 1,094 $348K 0.01% -19 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 5,769 shares; 2025Q1: 5,891 shares; 2025Q2: 5,795 shares; 2025Q3: 5,474 shares 5,474 $347K 0.01% -321 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 1,115 shares 1,115 $345K 0.01% +4 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,590 shares; 2024Q4: 4,942 shares; 2025Q1: 1,979 shares; 2025Q2: 2,158 shares; 2025Q3: 2,334 shares 2,334 $340K 0.01% +176 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,853 shares; 2025Q1: 1,709 shares; 2025Q2: 1,673 shares; 2025Q3: 1,367 shares 1,367 $337K 0.01% -306 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,530 shares; 2025Q3: 2,722 shares 2,722 $337K 0.01% +192 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,989 shares; 2024Q4: 9,989 shares; 2025Q1: 8,639 shares; 2025Q2: 8,639 shares; 2025Q3: 8,639 shares 8,639 $333K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,655 shares; 2025Q1: 1,673 shares; 2025Q2: 1,651 shares; 2025Q3: 1,658 shares 1,658 $332K 0.01% +7 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,903 shares; 2025Q1: not reported; 2025Q2: 2,903 shares; 2025Q3: 2,903 shares 2,903 $324K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,863 shares 4,863 $321K <0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,964 shares; 2025Q3: 2,178 shares 2,178 $317K <0.01% +214 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 1,956 shares; 2025Q1: 1,535 shares; 2025Q2: 1,417 shares; 2025Q3: 1,536 shares 1,536 $314K <0.01% +119 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,984 shares; 2024Q4: 12,984 shares; 2025Q1: not reported; 2025Q2: 3,059 shares; 2025Q3: 3,222 shares 3,222 $305K <0.01% +163 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 289 shares; 2025Q3: 255 shares 255 $297K <0.01% -34 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 842 shares; 2025Q1: 824 shares; 2025Q2: 963 shares; 2025Q3: 846 shares 846 $297K <0.01% -117 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 2,063 shares; 2025Q1: 2,088 shares; 2025Q2: 2,154 shares; 2025Q3: 2,029 shares 2,029 $293K <0.01% -125 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,445 shares; 2025Q3: 1,358 shares 1,358 $289K <0.01% -87 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 6,156 shares; 2025Q1: 6,101 shares; 2025Q2: 6,237 shares; 2025Q3: 5,952 shares 5,952 $287K <0.01% -285 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,338 shares; 2025Q1: 2,320 shares; 2025Q2: 1,896 shares; 2025Q3: 1,718 shares 1,718 $286K <0.01% -178 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 608 shares; 2025Q1: 655 shares; 2025Q2: 732 shares; 2025Q3: 587 shares 587 $280K <0.01% -145 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: not reported; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares 1,023 $278K <0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,564 shares; 2024Q4: 4,973 shares; 2025Q1: 4,298 shares; 2025Q2: 2,958 shares; 2025Q3: 2,882 shares 2,882 $278K <0.01% -76 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 346 shares 346 $276K <0.01% +10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 1,040 shares; 2025Q1: 1,253 shares; 2025Q2: 979 shares; 2025Q3: 898 shares 898 $270K <0.01% -81 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,932 shares; 2024Q4: 6,549 shares; 2025Q1: 6,736 shares; 2025Q2: 6,440 shares; 2025Q3: 2,623 shares 2,623 $270K <0.01% -3,817 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,325 shares; 2025Q2: 1,302 shares; 2025Q3: 817 shares 817 $269K <0.01% -485 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 16,608 shares; 2025Q1: 15,342 shares; 2025Q2: 10,206 shares; 2025Q3: 10,206 shares 10,206 $269K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 219 shares; 2025Q2: 2,895 shares; 2025Q3: 2,490 shares 2,490 $268K <0.01% -405 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,083 shares; 2025Q1: 4,225 shares; 2025Q2: 3,011 shares; 2025Q3: 3,158 shares 3,158 $265K <0.01% +147 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,723 shares; 2025Q1: 2,532 shares; 2025Q2: 1,525 shares; 2025Q3: 1,268 shares 1,268 $265K <0.01% -257 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 699 shares; 2025Q3: 654 shares 654 $263K <0.01% -45 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,747 shares 2,747 $261K <0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,781 shares; 2025Q1: 1,857 shares; 2025Q2: 1,797 shares; 2025Q3: 1,702 shares 1,702 $259K <0.01% -95 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares 60 $257K <0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,529 shares 1,529 $256K <0.01% new Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,980 shares; 2024Q4: 15,806 shares; 2025Q1: 14,019 shares; 2025Q2: 11,963 shares; 2025Q3: 5,118 shares 5,118 $255K <0.01% -6,845 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,208 shares; 2025Q1: 1,204 shares; 2025Q2: 1,169 shares; 2025Q3: 1,142 shares 1,142 $252K <0.01% -27 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,214 shares; 2024Q4: 12,136 shares; 2025Q1: 1,652 shares; 2025Q2: 1,189 shares; 2025Q3: 1,055 shares 1,055 $250K <0.01% -134 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 522 shares; 2025Q1: 377 shares; 2025Q2: 365 shares; 2025Q3: 361 shares 361 $247K <0.01% -4 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,552 shares; 2024Q4: 7,897 shares; 2025Q1: 7,059 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares 6,900 $245K <0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 313 shares 313 $241K <0.01% -199 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 3,907 shares; 2025Q1: 3,826 shares; 2025Q2: 1,262 shares; 2025Q3: 957 shares 957 $241K <0.01% -305 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 10,040 shares; 2025Q1: not reported; 2025Q2: 11,385 shares; 2025Q3: 9,193 shares 9,193 $236K <0.01% -2,192 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,250 shares; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares 2,250 $235K <0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 3,447 shares; 2025Q1: 3,481 shares; 2025Q2: 3,489 shares; 2025Q3: 829 shares 829 $232K <0.01% -2,660 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,007 shares 1,007 $231K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,899 shares 1,899 $231K <0.01% +149 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 733 shares; 2025Q2: 726 shares; 2025Q3: 732 shares 732 $229K <0.01% +6 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,760 shares; 2025Q1: 15,760 shares; 2025Q2: 15,760 shares; 2025Q3: 15,760 shares 15,760 $228K <0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,074 shares 1,074 $226K <0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,303 shares; 2024Q4: 4,428 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,422 shares 1,422 $226K <0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 209 shares 209 $226K <0.01% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,695 shares 8,695 $224K <0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 408 shares 408 $223K <0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 342 shares 342 $222K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 309 shares; 2025Q3: 315 shares 315 $220K <0.01% +6 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares; 2025Q2: not reported; 2025Q3: 1,609 shares 1,609 $219K <0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,535 shares; 2025Q3: 1,525 shares 1,525 $217K <0.01% -10 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 766 shares; 2025Q1: 688 shares; 2025Q2: 722 shares; 2025Q3: 731 shares 731 $215K <0.01% +9 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,184 shares 2,184 $214K <0.01% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 821 shares; 2025Q1: 771 shares; 2025Q2: not reported; 2025Q3: 739 shares 739 $209K <0.01% new Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $207K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 2,375 shares; 2025Q1: 3,949 shares; 2025Q2: 2,424 shares; 2025Q3: 2,409 shares 2,409 $204K <0.01% -15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 4,627 shares; 2025Q1: 3,883 shares; 2025Q2: 3,007 shares; 2025Q3: 2,410 shares 2,410 $202K <0.01% -597 Timeline BLZE BACKBLAZE INC More: the full row for BACKBLAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 10,616 shares; 2025Q3: 10,616 shares 10,616 $98.5K <0.01% 0 Timeline