IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,068 shares; 2024Q4: 34,666 shares; 2025Q1: 37,399 shares; 2025Q2: 38,232 shares; 2025Q3: 39,194 shares; 2025Q4: 39,532 shares 39,532 $27.1M 24.56% +338 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,605 shares; 2024Q4: 168,180 shares; 2025Q1: 130,249 shares; 2025Q2: 134,971 shares; 2025Q3: 139,214 shares; 2025Q4: 143,182 shares 143,182 $14.3M 12.97% +3,968 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,293 shares; 2024Q4: 145,698 shares; 2025Q1: 100,494 shares; 2025Q2: 101,499 shares; 2025Q3: 104,456 shares; 2025Q4: 108,983 shares 108,983 $10.5M 9.52% +4,527 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,292 shares; 2024Q4: 52,955 shares; 2025Q1: 46,004 shares; 2025Q2: 47,126 shares; 2025Q3: 48,482 shares; 2025Q4: 51,139 shares 51,139 $9.77M 8.86% +2,657 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,096 shares; 2025Q3: 85,556 shares; 2025Q4: 83,621 shares 83,621 $8.96M 8.13% -1,935 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,858 shares; 2024Q4: 92,336 shares; 2025Q1: 88,985 shares; 2025Q2: 77,526 shares; 2025Q3: 80,698 shares; 2025Q4: 83,484 shares 83,484 $8.31M 7.54% +2,786 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,905 shares; 2024Q4: 111,709 shares; 2025Q1: 115,069 shares; 2025Q2: 105,617 shares; 2025Q3: 109,782 shares; 2025Q4: 115,901 shares 115,901 $7.7M 6.98% +6,119 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,672 shares; 2024Q4: 69,870 shares; 2025Q1: 60,611 shares; 2025Q2: 61,551 shares; 2025Q3: 62,325 shares; 2025Q4: 64,143 shares 64,143 $6.84M 6.21% +1,818 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,327 shares; 2024Q4: 47,493 shares; 2025Q1: 45,413 shares; 2025Q2: 46,699 shares; 2025Q3: 49,180 shares; 2025Q4: 51,975 shares 51,975 $4.4M 3.99% +2,795 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,582 shares; 2024Q4: 102,071 shares; 2025Q1: 102,322 shares; 2025Q2: 11,886 shares; 2025Q3: 24,698 shares; 2025Q4: 39,917 shares 39,917 $2.01M 1.82% +15,219 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,136 shares; 2025Q3: 11,928 shares; 2025Q4: 11,778 shares 11,778 $1.42M 1.28% -150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,034 shares; 2025Q3: 23,952 shares; 2025Q4: 23,814 shares 23,814 $813K 0.74% -138 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,164 shares; 2025Q3: 20,071 shares; 2025Q4: 19,886 shares 19,886 $808K 0.73% -185 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,782 shares; 2024Q4: 10,742 shares; 2025Q1: 11,142 shares; 2025Q2: 11,542 shares; 2025Q3: 54,742 shares; 2025Q4: 34,742 shares 34,742 $749K 0.68% -20,000 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,818 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 1,889 shares; 2025Q4: 1,889 shares 1,889 $699K 0.63% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 885 shares; 2025Q1: 943 shares; 2025Q2: 881 shares; 2025Q3: 875 shares; 2025Q4: 874 shares 874 $537K 0.49% -1 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,685 shares; 2025Q3: 8,641 shares; 2025Q4: 8,519 shares 8,519 $485K 0.44% -122 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,542 shares; 2025Q3: 19,290 shares; 2025Q4: 19,170 shares 19,170 $478K 0.43% -120 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,696 shares; 2025Q3: 14,599 shares; 2025Q4: 14,447 shares 14,447 $454K 0.41% -152 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,508 shares 8,508 $445K 0.4% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 934 shares; 2025Q4: 901 shares 901 $436K 0.4% -33 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,367 shares; 2025Q1: 7,879 shares; 2025Q2: 7,320 shares; 2025Q3: 7,323 shares; 2025Q4: 7,465 shares 7,465 $424K 0.38% +142 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,796 shares; 2025Q3: 7,731 shares; 2025Q4: 7,628 shares 7,628 $417K 0.38% -103 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,130 shares; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,141 shares; 2025Q4: 2,141 shares 2,141 $399K 0.36% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares; 2025Q4: 1,204 shares 1,204 $364K 0.33% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,236 shares; 2025Q3: 10,143 shares; 2025Q4: 10,024 shares 10,024 $328K 0.3% -119 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 6,479 shares; 2025Q1: 5,376 shares; 2025Q2: 5,376 shares; 2025Q3: 5,367 shares; 2025Q4: 5,367 shares 5,367 $322K 0.29% 0 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 7,861 shares; 2025Q1: 6,292 shares; 2025Q2: 6,292 shares; 2025Q3: 6,279 shares; 2025Q4: 6,279 shares 6,279 $319K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 684 shares 684 $255K 0.23% -8 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,733 shares; 2025Q1: 4,036 shares; 2025Q2: not reported; 2025Q3: 2,788 shares; 2025Q4: 2,834 shares 2,834 $227K 0.21% +46 Timeline