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: 35,068 shares; 2024Q4: 34,666 shares; 2025Q1: 37,399 shares; 2025Q2: 38,232 shares; 2025Q3: 39,194 shares 39,194 $26.2M 24.64% +962 Timeline AGG 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: 165,605 shares; 2024Q4: 168,180 shares; 2025Q1: 130,249 shares; 2025Q2: 134,971 shares; 2025Q3: 139,214 shares 139,214 $14M 13.11% +4,243 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: 147,293 shares; 2024Q4: 145,698 shares; 2025Q1: 100,494 shares; 2025Q2: 101,499 shares; 2025Q3: 104,456 shares 104,456 $10.1M 9.47% +2,957 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,096 shares; 2025Q3: 85,556 shares 85,556 $9.11M 8.56% -1,540 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: 53,292 shares; 2024Q4: 52,955 shares; 2025Q1: 46,004 shares; 2025Q2: 47,126 shares; 2025Q3: 48,482 shares 48,482 $9.04M 8.49% +1,356 Timeline VTWO 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: 92,858 shares; 2024Q4: 92,336 shares; 2025Q1: 88,985 shares; 2025Q2: 77,526 shares; 2025Q3: 80,698 shares 80,698 $7.89M 7.42% +3,172 Timeline HELO 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: 109,905 shares; 2024Q4: 111,709 shares; 2025Q1: 115,069 shares; 2025Q2: 105,617 shares; 2025Q3: 109,782 shares 109,782 $7.14M 6.7% +4,165 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,672 shares; 2024Q4: 69,870 shares; 2025Q1: 60,611 shares; 2025Q2: 61,551 shares; 2025Q3: 62,325 shares 62,325 $6.51M 6.12% +774 Timeline IXUS 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: 48,327 shares; 2024Q4: 47,493 shares; 2025Q1: 45,413 shares; 2025Q2: 46,699 shares; 2025Q3: 49,180 shares 49,180 $4.06M 3.82% +2,481 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,782 shares; 2024Q4: 10,742 shares; 2025Q1: 11,142 shares; 2025Q2: 11,542 shares; 2025Q3: 54,742 shares 54,742 $2.1M 1.97% +43,200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,136 shares; 2025Q3: 11,928 shares 11,928 $1.42M 1.33% -208 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,582 shares; 2024Q4: 102,071 shares; 2025Q1: 102,322 shares; 2025Q2: 11,886 shares; 2025Q3: 24,698 shares 24,698 $1.24M 1.16% +12,812 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED 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: 24,034 shares; 2025Q3: 23,952 shares 23,952 $821K 0.77% -82 Timeline XYLD 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: 20,164 shares; 2025Q3: 20,071 shares 20,071 $788K 0.74% -93 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: 1,818 shares; 2024Q4: 1,818 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 1,889 shares 1,889 $627K 0.59% 0 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: not reported; 2024Q4: 885 shares; 2025Q1: 943 shares; 2025Q2: 881 shares; 2025Q3: 875 shares 875 $526K 0.49% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,685 shares; 2025Q3: 8,641 shares 8,641 $507K 0.48% -44 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: 1,011 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 934 shares 934 $484K 0.45% +3 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,542 shares; 2025Q3: 19,290 shares 19,290 $481K 0.45% -252 Timeline RLY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,696 shares; 2025Q3: 14,599 shares 14,599 $451K 0.42% -97 Timeline EEM 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: 7,796 shares; 2025Q3: 7,731 shares 7,731 $413K 0.39% -65 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,367 shares; 2025Q1: 7,879 shares; 2025Q2: 7,320 shares; 2025Q3: 7,323 shares 7,323 $405K 0.38% +3 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: 2,130 shares; 2024Q4: 2,130 shares; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,141 shares 2,141 $399K 0.38% +11 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,236 shares; 2025Q3: 10,143 shares 10,143 $338K 0.32% -93 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 6,479 shares; 2025Q1: 5,376 shares; 2025Q2: 5,376 shares; 2025Q3: 5,367 shares 5,367 $322K 0.3% -9 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 7,861 shares; 2025Q1: 6,292 shares; 2025Q2: 6,292 shares; 2025Q3: 6,279 shares 6,279 $320K 0.3% -13 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares 1,204 $304K 0.29% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 692 shares; 2025Q3: 692 shares 692 $253K 0.24% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,733 shares; 2025Q1: 4,036 shares; 2025Q2: not reported; 2025Q3: 2,788 shares 2,788 $218K 0.21% new Timeline