AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,338 shares; 2024Q4: 142,508 shares; 2025Q1: 141,310 shares; 2025Q2: 142,338 shares; 2025Q3: 141,990 shares; 2025Q4: 137,311 shares 137,311 $37.3M 3.27% -4,679 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: 78,903 shares; 2024Q4: 76,469 shares; 2025Q1: 75,258 shares; 2025Q2: 75,203 shares; 2025Q3: 75,169 shares; 2025Q4: 73,694 shares 73,694 $35.6M 3.12% -1,475 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: 144,238 shares; 2024Q4: 141,032 shares; 2025Q1: 152,184 shares; 2025Q2: 147,345 shares; 2025Q3: 148,114 shares; 2025Q4: 128,950 shares 128,950 $24M 2.11% -19,164 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,116 shares; 2024Q4: 30,423 shares; 2025Q1: 34,956 shares; 2025Q2: 32,905 shares; 2025Q3: 32,716 shares; 2025Q4: 33,230 shares 33,230 $22.7M 1.98% +514 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,877 shares; 2024Q4: 67,590 shares; 2025Q1: 66,400 shares; 2025Q2: 68,617 shares; 2025Q3: 65,824 shares; 2025Q4: 64,796 shares 64,796 $20.3M 1.78% -1,028 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,443 shares; 2024Q4: 75,105 shares; 2025Q1: 78,038 shares; 2025Q2: 79,509 shares; 2025Q3: 78,253 shares; 2025Q4: 77,270 shares 77,270 $17.8M 1.56% -983 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,907 shares; 2024Q4: 43,744 shares; 2025Q1: 45,217 shares; 2025Q2: 48,479 shares; 2025Q3: 47,589 shares; 2025Q4: 46,950 shares 46,950 $16.2M 1.42% -639 Timeline 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: 19,609 shares; 2024Q4: 22,221 shares; 2025Q1: 22,982 shares; 2025Q2: 20,507 shares; 2025Q3: 23,649 shares; 2025Q4: 21,357 shares 21,357 $14.6M 1.28% -2,292 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: 19,128 shares; 2024Q4: 19,446 shares; 2025Q1: 18,970 shares; 2025Q2: 20,056 shares; 2025Q3: 19,856 shares; 2025Q4: 20,198 shares 20,198 $12.4M 1.09% +342 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,892 shares; 2024Q4: 39,415 shares; 2025Q1: 40,916 shares; 2025Q2: 42,171 shares; 2025Q3: 37,669 shares; 2025Q4: 36,757 shares 36,757 $11.8M 1.04% -912 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,631 shares; 2024Q4: 37,712 shares; 2025Q1: 40,255 shares; 2025Q2: 39,471 shares; 2025Q3: 37,850 shares; 2025Q4: 37,714 shares 37,714 $11.8M 1.04% -136 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,750 shares; 2024Q4: 15,904 shares; 2025Q1: 16,888 shares; 2025Q2: 17,318 shares; 2025Q3: 18,294 shares; 2025Q4: 18,318 shares 18,318 $11.5M 1.01% +24 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,520 shares; 2024Q4: 33,569 shares; 2025Q1: 35,302 shares; 2025Q2: 31,540 shares; 2025Q3: 30,070 shares; 2025Q4: 29,656 shares 29,656 $9.94M 0.87% -414 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,289 shares; 2024Q4: 11,430 shares; 2025Q1: 11,453 shares; 2025Q2: 11,979 shares; 2025Q3: 9,531 shares; 2025Q4: 8,922 shares 8,922 $9.59M 0.84% -609 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,722 shares; 2024Q4: 36,384 shares; 2025Q1: 36,986 shares; 2025Q2: 37,765 shares; 2025Q3: 39,004 shares; 2025Q4: 38,893 shares 38,893 $8.89M 0.78% -111 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: 84,971 shares; 2024Q4: 87,890 shares; 2025Q1: 84,994 shares; 2025Q2: 90,313 shares; 2025Q3: 86,085 shares; 2025Q4: 80,351 shares 80,351 $8.57M 0.75% -5,734 Timeline 3041 University Ave LLC 3041 University Ave LLC More: the full row for 3041 University Ave LLC 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: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $8.21M 0.72% 0 JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,186 shares; 2024Q4: 43,306 shares; 2025Q1: 42,070 shares; 2025Q2: 40,571 shares; 2025Q3: 39,621 shares; 2025Q4: 39,331 shares 39,331 $8.14M 0.71% -290 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,643 shares; 2024Q4: 9,751 shares; 2025Q1: 10,150 shares; 2025Q2: 10,425 shares; 2025Q3: 10,851 shares; 2025Q4: 10,849 shares 10,849 $7.16M 0.63% -2 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,567 shares; 2024Q4: 95,162 shares; 2025Q1: 81,430 shares; 2025Q2: 77,504 shares; 2025Q3: 73,964 shares; 2025Q4: 73,028 shares 73,028 $6.53M 0.57% -936 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,795 shares; 2024Q4: 13,395 shares; 2025Q1: 13,524 shares; 2025Q2: 13,781 shares; 2025Q3: 13,259 shares; 2025Q4: 12,821 shares 12,821 $6.44M 0.56% -438 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,650 shares; 2024Q4: 54,953 shares; 2025Q1: 69,102 shares; 2025Q2: 55,533 shares; 2025Q3: 52,140 shares; 2025Q4: 53,300 shares 53,300 $6.41M 0.56% +1,160 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,677 shares; 2024Q4: 34,236 shares; 2025Q1: 35,815 shares; 2025Q2: 34,974 shares; 2025Q3: 34,536 shares; 2025Q4: 34,875 shares 34,875 $6.4M 0.56% +339 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,699 shares; 2024Q4: 49,429 shares; 2025Q1: 45,855 shares; 2025Q2: 44,924 shares; 2025Q3: 43,853 shares; 2025Q4: 43,373 shares 43,373 $6.22M 0.54% -480 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,577 shares; 2024Q4: 17,303 shares; 2025Q1: 17,643 shares; 2025Q2: 17,815 shares; 2025Q3: 18,527 shares; 2025Q4: 17,217 shares 17,217 $5.92M 0.52% -1,310 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,049 shares; 2024Q4: 51,503 shares; 2025Q1: 50,349 shares; 2025Q2: 52,433 shares; 2025Q3: 52,529 shares; 2025Q4: 50,868 shares 50,868 $5.67M 0.5% -1,661 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,669 shares; 2024Q4: 109,244 shares; 2025Q1: 82,061 shares; 2025Q2: 80,388 shares; 2025Q3: 97,283 shares; 2025Q4: 85,486 shares 85,486 $5.64M 0.49% -11,797 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,543 shares; 2024Q4: 27,631 shares; 2025Q1: 29,647 shares; 2025Q2: 28,336 shares; 2025Q3: 31,623 shares; 2025Q4: 28,456 shares 28,456 $5.55M 0.49% -3,167 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,543 shares; 2024Q4: 22,535 shares; 2025Q1: 21,426 shares; 2025Q2: 21,174 shares; 2025Q3: 22,424 shares; 2025Q4: 22,306 shares 22,306 $5.49M 0.48% -118 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,516 shares; 2024Q4: 18,106 shares; 2025Q1: 18,274 shares; 2025Q2: 17,387 shares; 2025Q3: 17,636 shares; 2025Q4: 17,688 shares 17,688 $5.41M 0.47% +52 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: 48,368 shares; 2024Q4: 47,878 shares; 2025Q1: 46,253 shares; 2025Q2: 46,722 shares; 2025Q3: 46,385 shares; 2025Q4: 44,682 shares 44,682 $5.37M 0.47% -1,703 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,106 shares; 2024Q4: 9,826 shares; 2025Q1: 10,368 shares; 2025Q2: 9,916 shares; 2025Q3: 9,209 shares; 2025Q4: 9,268 shares 9,268 $5.29M 0.46% +59 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,040 shares; 2024Q4: 43,037 shares; 2025Q1: 43,678 shares; 2025Q2: 44,377 shares; 2025Q3: 44,584 shares; 2025Q4: 48,965 shares 48,965 $5.15M 0.45% +4,381 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,633 shares; 2024Q4: 30,225 shares; 2025Q1: 31,476 shares; 2025Q2: 34,213 shares; 2025Q3: 33,666 shares; 2025Q4: 33,079 shares 33,079 $5.04M 0.44% -587 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,069 shares; 2024Q4: 5,209 shares; 2025Q1: 5,478 shares; 2025Q2: 5,611 shares; 2025Q3: 5,686 shares; 2025Q4: 5,781 shares 5,781 $4.99M 0.44% +95 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,822 shares; 2024Q4: 12,581 shares; 2025Q1: 13,311 shares; 2025Q2: 13,842 shares; 2025Q3: 14,136 shares; 2025Q4: 14,110 shares 14,110 $4.95M 0.43% -26 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 12,264 shares; 2025Q1: 11,962 shares; 2025Q2: 11,012 shares; 2025Q3: 10,949 shares; 2025Q4: 9,904 shares 9,904 $4.69M 0.41% -1,045 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,633 shares; 2024Q4: 13,020 shares; 2025Q1: 16,660 shares; 2025Q2: 17,137 shares; 2025Q3: 15,029 shares; 2025Q4: 15,451 shares 15,451 $4.58M 0.4% +422 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,264 shares; 2024Q4: 125,363 shares; 2025Q1: 118,519 shares; 2025Q2: 111,159 shares; 2025Q3: 108,251 shares; 2025Q4: 114,706 shares 114,706 $4.54M 0.4% +6,455 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,703 shares; 2024Q4: 106,430 shares; 2025Q1: 96,783 shares; 2025Q2: 90,911 shares; 2025Q3: 76,500 shares; 2025Q4: 71,798 shares 71,798 $4.49M 0.39% -4,702 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: 92,674 shares; 2024Q4: 93,898 shares; 2025Q1: 103,539 shares; 2025Q2: 89,397 shares; 2025Q3: 73,571 shares; 2025Q4: 77,051 shares 77,051 $4.38M 0.38% +3,480 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,881 shares; 2024Q4: 76,975 shares; 2025Q1: 74,847 shares; 2025Q2: 75,494 shares; 2025Q3: 66,196 shares; 2025Q4: 79,188 shares 79,188 $4.36M 0.38% +12,992 Timeline Watkins Associated Industri… Watkins Associated Industries, In… More: the full row for Watkins Associated Industries, Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,550 shares; 2025Q3: 20,550 shares; 2025Q4: 20,550 shares 20,550 $4.21M 0.37% 0 CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,783 shares; 2024Q4: 45,867 shares; 2025Q1: 48,924 shares; 2025Q2: 54,326 shares; 2025Q3: 51,961 shares; 2025Q4: 53,016 shares 53,016 $4.08M 0.36% +1,055 Timeline ITOT 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: 31,581 shares; 2024Q4: 27,617 shares; 2025Q1: 27,617 shares; 2025Q2: 27,628 shares; 2025Q3: 27,223 shares; 2025Q4: 27,342 shares 27,342 $4.07M 0.36% +119 Timeline QUAL 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: 22,877 shares; 2024Q4: 21,295 shares; 2025Q1: 21,628 shares; 2025Q2: 22,350 shares; 2025Q3: 22,596 shares; 2025Q4: 20,201 shares 20,201 $4.01M 0.35% -2,395 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,521 shares; 2024Q4: 29,491 shares; 2025Q1: 25,631 shares; 2025Q2: 26,707 shares; 2025Q3: 24,757 shares; 2025Q4: 24,535 shares 24,535 $3.94M 0.34% -222 Timeline BIL 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: 31,412 shares; 2024Q4: 34,440 shares; 2025Q1: 35,368 shares; 2025Q2: 38,043 shares; 2025Q3: 40,398 shares; 2025Q4: 42,918 shares 42,918 $3.92M 0.34% +2,520 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,158 shares; 2024Q4: 9,195 shares; 2025Q1: 10,033 shares; 2025Q2: 9,451 shares; 2025Q3: 8,874 shares; 2025Q4: 9,802 shares 9,802 $3.88M 0.34% +928 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,356 shares; 2024Q4: 168,902 shares; 2025Q1: 133,825 shares; 2025Q2: 156,526 shares; 2025Q3: 160,968 shares; 2025Q4: 164,646 shares 164,646 $3.79M 0.33% +3,678 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,732 shares; 2024Q4: 39,046 shares; 2025Q1: 47,848 shares; 2025Q2: 53,747 shares; 2025Q3: 52,561 shares; 2025Q4: 56,391 shares 56,391 $3.79M 0.33% +3,830 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,609 shares; 2024Q4: 9,785 shares; 2025Q1: 9,664 shares; 2025Q2: 9,946 shares; 2025Q3: 9,209 shares; 2025Q4: 26,322 shares 26,322 $3.79M 0.33% +17,113 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,544 shares; 2025Q1: 3,536 shares; 2025Q2: 4,385 shares; 2025Q3: 4,249 shares; 2025Q4: 4,221 shares 4,221 $3.71M 0.33% -28 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,031 shares; 2024Q4: 8,453 shares; 2025Q1: 7,762 shares; 2025Q2: 6,059 shares; 2025Q3: 6,119 shares; 2025Q4: 6,475 shares 6,475 $3.71M 0.32% +356 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,676 shares; 2024Q4: 15,094 shares; 2025Q1: 16,739 shares; 2025Q2: 18,599 shares; 2025Q3: 18,911 shares; 2025Q4: 20,946 shares 20,946 $3.58M 0.31% +2,035 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,107 shares; 2024Q4: 10,232 shares; 2025Q1: 10,463 shares; 2025Q2: 4,990 shares; 2025Q3: 4,918 shares; 2025Q4: 11,464 shares 11,464 $3.58M 0.31% +6,546 Timeline SPDW 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,624 shares; 2024Q4: 77,618 shares; 2025Q1: 84,307 shares; 2025Q2: 90,502 shares; 2025Q3: 87,318 shares; 2025Q4: 80,371 shares 80,371 $3.57M 0.31% -6,947 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,924 shares; 2024Q4: 32,432 shares; 2025Q1: 31,519 shares; 2025Q2: 30,252 shares; 2025Q3: 30,096 shares; 2025Q4: 28,780 shares 28,780 $3.55M 0.31% -1,316 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: 12,843 shares; 2024Q4: 15,952 shares; 2025Q1: 16,779 shares; 2025Q2: 17,774 shares; 2025Q3: 17,989 shares; 2025Q4: 18,380 shares 18,380 $3.51M 0.31% +391 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 7,951 shares; 2025Q1: 7,141 shares; 2025Q2: 8,522 shares; 2025Q3: 8,415 shares; 2025Q4: 7,738 shares 7,738 $3.48M 0.3% -677 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,189 shares; 2024Q4: 15,561 shares; 2025Q1: 16,405 shares; 2025Q2: 16,845 shares; 2025Q3: 17,002 shares; 2025Q4: 14,728 shares 14,728 $3.41M 0.3% -2,274 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: 26,977 shares; 2024Q4: 26,911 shares; 2025Q1: 30,776 shares; 2025Q2: 30,354 shares; 2025Q3: 33,283 shares; 2025Q4: 34,783 shares 34,783 $3.35M 0.29% +1,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,342 shares; 2024Q4: 38,387 shares; 2025Q1: 35,938 shares; 2025Q2: 50,527 shares; 2025Q3: 42,018 shares; 2025Q4: 44,495 shares 44,495 $3.34M 0.29% +2,477 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,738 shares; 2024Q4: 30,485 shares; 2025Q1: 26,307 shares; 2025Q2: 24,690 shares; 2025Q3: 22,807 shares; 2025Q4: 22,695 shares 22,695 $3.26M 0.29% -112 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 9,955 shares; 2025Q1: 9,699 shares; 2025Q2: 9,915 shares; 2025Q3: 10,227 shares; 2025Q4: 9,909 shares 9,909 $3.24M 0.28% -318 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,566 shares; 2024Q4: 11,265 shares; 2025Q1: 12,027 shares; 2025Q2: 10,878 shares; 2025Q3: 15,344 shares; 2025Q4: 14,732 shares 14,732 $3.24M 0.28% -612 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,865 shares; 2024Q4: 25,682 shares; 2025Q1: 18,843 shares; 2025Q2: 19,218 shares; 2025Q3: 19,083 shares; 2025Q4: 19,023 shares 19,023 $3.19M 0.28% -60 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: 44,771 shares; 2024Q4: 44,113 shares; 2025Q1: 39,518 shares; 2025Q2: 32,773 shares; 2025Q3: 27,506 shares; 2025Q4: 31,632 shares 31,632 $3.16M 0.28% +4,126 Timeline SPIB 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: 71,105 shares; 2024Q4: 64,859 shares; 2025Q1: 77,839 shares; 2025Q2: 94,861 shares; 2025Q3: 83,761 shares; 2025Q4: 92,781 shares 92,781 $3.14M 0.27% +9,020 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,973 shares; 2024Q4: 22,868 shares; 2025Q1: 23,694 shares; 2025Q2: 23,357 shares; 2025Q3: 23,814 shares; 2025Q4: 24,615 shares 24,615 $3.08M 0.27% +801 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,707 shares; 2024Q4: 42,636 shares; 2025Q1: 44,855 shares; 2025Q2: 42,739 shares; 2025Q3: 38,629 shares; 2025Q4: 38,238 shares 38,238 $3.07M 0.27% -391 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,425 shares; 2024Q4: 22,859 shares; 2025Q1: 24,900 shares; 2025Q2: 26,526 shares; 2025Q3: 44,502 shares; 2025Q4: 50,035 shares 50,035 $3.04M 0.27% +5,533 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 4,192 shares; 2025Q1: 4,738 shares; 2025Q2: 6,465 shares; 2025Q3: 6,095 shares; 2025Q4: 6,173 shares 6,173 $3.01M 0.26% +78 Timeline SPTI 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: 87,759 shares; 2024Q4: 89,142 shares; 2025Q1: 91,076 shares; 2025Q2: 125,664 shares; 2025Q3: 99,266 shares; 2025Q4: 102,360 shares 102,360 $2.95M 0.26% +3,094 Timeline RSP 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,678 shares; 2024Q4: 15,534 shares; 2025Q1: 15,193 shares; 2025Q2: 14,840 shares; 2025Q3: 14,853 shares; 2025Q4: 15,212 shares 15,212 $2.91M 0.26% +359 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,903 shares; 2024Q4: 16,275 shares; 2025Q1: 17,522 shares; 2025Q2: 18,224 shares; 2025Q3: 20,804 shares; 2025Q4: 16,248 shares 16,248 $2.89M 0.25% -4,556 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,068 shares; 2024Q4: 70,546 shares; 2025Q1: 69,297 shares; 2025Q2: 77,478 shares; 2025Q3: 81,905 shares; 2025Q4: 70,792 shares 70,792 $2.88M 0.25% -11,113 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,249 shares; 2024Q4: 35,030 shares; 2025Q1: 31,149 shares; 2025Q2: 34,295 shares; 2025Q3: 26,777 shares; 2025Q4: 29,565 shares 29,565 $2.82M 0.25% +2,788 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,883 shares; 2024Q4: 25,909 shares; 2025Q1: 26,456 shares; 2025Q2: 36,758 shares; 2025Q3: 39,369 shares; 2025Q4: 40,386 shares 40,386 $2.81M 0.25% +1,017 Timeline SPSM 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: 49,295 shares; 2024Q4: 52,601 shares; 2025Q1: 57,000 shares; 2025Q2: 66,685 shares; 2025Q3: 62,407 shares; 2025Q4: 59,788 shares 59,788 $2.8M 0.25% -2,619 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,154 shares; 2024Q4: 23,410 shares; 2025Q1: 22,648 shares; 2025Q2: 26,320 shares; 2025Q3: 27,844 shares; 2025Q4: 29,145 shares 29,145 $2.8M 0.25% +1,301 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,738 shares; 2024Q4: 4,559 shares; 2025Q1: 4,883 shares; 2025Q2: 4,894 shares; 2025Q3: 4,748 shares; 2025Q4: 4,778 shares 4,778 $2.77M 0.24% +30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,549 shares; 2024Q4: 7,961 shares; 2025Q1: 8,581 shares; 2025Q2: 9,561 shares; 2025Q3: 8,904 shares; 2025Q4: 8,621 shares 8,621 $2.75M 0.24% -283 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: 32,603 shares; 2024Q4: 34,335 shares; 2025Q1: 38,036 shares; 2025Q2: 35,355 shares; 2025Q3: 31,864 shares; 2025Q4: 33,957 shares 33,957 $2.72M 0.24% +2,093 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,209 shares; 2024Q4: 7,234 shares; 2025Q1: 7,893 shares; 2025Q2: 7,732 shares; 2025Q3: 19,920 shares; 2025Q4: 7,546 shares 7,546 $2.65M 0.23% -12,374 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,941 shares; 2024Q4: 7,552 shares; 2025Q1: 6,833 shares; 2025Q2: 7,823 shares; 2025Q3: 7,980 shares; 2025Q4: 8,940 shares 8,940 $2.59M 0.23% +960 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,027 shares; 2024Q4: 25,408 shares; 2025Q1: 27,596 shares; 2025Q2: 32,404 shares; 2025Q3: 31,982 shares; 2025Q4: 31,636 shares 31,636 $2.58M 0.23% -346 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,432 shares; 2024Q4: 3,542 shares; 2025Q1: 3,822 shares; 2025Q2: 9,117 shares; 2025Q3: 8,957 shares; 2025Q4: 9,366 shares 9,366 $2.56M 0.22% +409 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 2,942 shares; 2025Q1: 2,838 shares; 2025Q2: 2,886 shares; 2025Q3: 3,040 shares; 2025Q4: 27,228 shares 27,228 $2.55M 0.22% +24,188 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,463 shares; 2024Q4: 5,339 shares; 2025Q1: 6,221 shares; 2025Q2: 5,668 shares; 2025Q3: 5,207 shares; 2025Q4: 5,360 shares 5,360 $2.51M 0.22% +153 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,488 shares; 2024Q4: 23,125 shares; 2025Q1: 22,782 shares; 2025Q2: 23,106 shares; 2025Q3: 24,175 shares; 2025Q4: 24,359 shares 24,359 $2.5M 0.22% +184 Timeline IWD 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: 10,390 shares; 2024Q4: 13,334 shares; 2025Q1: 12,330 shares; 2025Q2: 10,198 shares; 2025Q3: 11,862 shares; 2025Q4: 11,735 shares 11,735 $2.47M 0.22% -127 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,805 shares; 2024Q4: 51,192 shares; 2025Q1: 52,539 shares; 2025Q2: 50,450 shares; 2025Q3: 45,161 shares; 2025Q4: 45,666 shares 45,666 $2.45M 0.22% +505 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,728 shares; 2024Q4: 42,461 shares; 2025Q1: 40,776 shares; 2025Q2: 41,113 shares; 2025Q3: 42,314 shares; 2025Q4: 42,559 shares 42,559 $2.45M 0.21% +245 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,733 shares; 2024Q4: 11,173 shares; 2025Q1: 12,988 shares; 2025Q2: 16,072 shares; 2025Q3: 15,794 shares; 2025Q4: 15,914 shares 15,914 $2.45M 0.21% +120 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,634 shares; 2024Q4: 7,416 shares; 2025Q1: 8,068 shares; 2025Q2: 8,895 shares; 2025Q3: 8,998 shares; 2025Q4: 9,593 shares 9,593 $2.43M 0.21% +595 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,652 shares; 2024Q4: 13,639 shares; 2025Q1: 18,823 shares; 2025Q2: 16,803 shares; 2025Q3: 17,347 shares; 2025Q4: 15,764 shares 15,764 $2.42M 0.21% -1,583 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,045 shares; 2024Q4: 10,862 shares; 2025Q1: 8,996 shares; 2025Q2: 9,051 shares; 2025Q3: 8,330 shares; 2025Q4: 7,470 shares 7,470 $2.42M 0.21% -860 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,973 shares; 2024Q4: 35,375 shares; 2025Q1: 36,044 shares; 2025Q2: 34,569 shares; 2025Q3: 32,958 shares; 2025Q4: 34,429 shares 34,429 $2.41M 0.21% +1,471 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,328 shares; 2025Q1: 5,241 shares; 2025Q2: 6,238 shares; 2025Q3: 7,549 shares; 2025Q4: 8,630 shares 8,630 $2.39M 0.21% +1,081 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 715 shares; 2025Q1: 633 shares; 2025Q2: 2,105 shares; 2025Q3: 24,508 shares; 2025Q4: 25,281 shares 25,281 $2.39M 0.21% +773 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,475 shares; 2024Q4: 18,166 shares; 2025Q1: 17,273 shares; 2025Q2: 16,646 shares; 2025Q3: 14,162 shares; 2025Q4: 12,655 shares 12,655 $2.38M 0.21% -1,507 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,936 shares; 2024Q4: 11,561 shares; 2025Q1: 12,703 shares; 2025Q2: 13,025 shares; 2025Q3: 12,477 shares; 2025Q4: 12,074 shares 12,074 $2.36M 0.21% -403 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,072 shares; 2024Q4: 69,965 shares; 2025Q1: 83,338 shares; 2025Q2: 60,876 shares; 2025Q3: 65,903 shares; 2025Q4: 68,699 shares 68,699 $2.35M 0.21% +2,796 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,851 shares; 2024Q4: 4,657 shares; 2025Q1: 4,924 shares; 2025Q2: 6,065 shares; 2025Q3: 6,458 shares; 2025Q4: 8,112 shares 8,112 $2.32M 0.2% +1,654 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,247 shares; 2024Q4: 14,392 shares; 2025Q1: 14,755 shares; 2025Q2: 15,279 shares; 2025Q3: 16,784 shares; 2025Q4: 16,041 shares 16,041 $2.3M 0.2% -743 Timeline IUSB 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: 59,020 shares; 2024Q4: 53,528 shares; 2025Q1: 46,254 shares; 2025Q2: 48,237 shares; 2025Q3: 46,346 shares; 2025Q4: 48,614 shares 48,614 $2.26M 0.2% +2,268 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,053 shares; 2024Q4: 6,803 shares; 2025Q1: 5,361 shares; 2025Q2: 4,932 shares; 2025Q3: 5,008 shares; 2025Q4: 3,937 shares 3,937 $2.24M 0.2% -1,071 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,523 shares; 2024Q4: 15,931 shares; 2025Q1: 15,572 shares; 2025Q2: 15,810 shares; 2025Q3: 15,984 shares; 2025Q4: 19,142 shares 19,142 $2.24M 0.2% +3,158 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,947 shares; 2024Q4: 5,947 shares; 2025Q1: 5,960 shares; 2025Q2: 5,955 shares; 2025Q3: 44,913 shares; 2025Q4: 49,229 shares 49,229 $2.24M 0.2% +4,316 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,147 shares; 2025Q1: 1,662 shares; 2025Q2: 7,341 shares; 2025Q3: 51,367 shares; 2025Q4: 52,815 shares 52,815 $2.19M 0.19% +1,448 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 3,340 shares; 2025Q1: 3,872 shares; 2025Q2: 8,279 shares; 2025Q3: 7,972 shares; 2025Q4: 6,710 shares 6,710 $2.14M 0.19% -1,262 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,895 shares; 2024Q4: 26,119 shares; 2025Q1: 26,368 shares; 2025Q2: 27,284 shares; 2025Q3: 24,003 shares; 2025Q4: 22,919 shares 22,919 $2.14M 0.19% -1,084 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,306 shares; 2024Q4: 4,315 shares; 2025Q1: 4,263 shares; 2025Q2: 4,501 shares; 2025Q3: 4,380 shares; 2025Q4: 4,380 shares 4,380 $2.12M 0.19% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,586 shares; 2024Q4: 4,653 shares; 2025Q1: 4,561 shares; 2025Q2: 4,905 shares; 2025Q3: 5,537 shares; 2025Q4: 6,819 shares 6,819 $2.1M 0.18% +1,282 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: 3,755 shares; 2025Q1: 3,902 shares; 2025Q2: 3,877 shares; 2025Q3: 3,909 shares; 2025Q4: 4,003 shares 4,003 $2.09M 0.18% +94 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: 6,652 shares; 2024Q4: 6,634 shares; 2025Q1: 6,522 shares; 2025Q2: 6,437 shares; 2025Q3: 5,574 shares; 2025Q4: 5,620 shares 5,620 $2.08M 0.18% +46 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,546 shares; 2024Q4: 23,883 shares; 2025Q1: 26,343 shares; 2025Q2: 25,551 shares; 2025Q3: 25,567 shares; 2025Q4: 23,743 shares 23,743 $2.07M 0.18% -1,824 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,100 shares; 2024Q4: 33,969 shares; 2025Q1: 40,345 shares; 2025Q2: 32,655 shares; 2025Q3: 27,085 shares; 2025Q4: 33,708 shares 33,708 $2.02M 0.18% +6,623 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 3,062 shares; 2025Q1: 6,180 shares; 2025Q2: 6,772 shares; 2025Q3: 6,411 shares; 2025Q4: 7,695 shares 7,695 $2.02M 0.18% +1,284 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,739 shares; 2024Q4: 7,331 shares; 2025Q1: 7,767 shares; 2025Q2: 5,998 shares; 2025Q3: 6,479 shares; 2025Q4: 6,092 shares 6,092 $2.01M 0.18% -387 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,248 shares; 2024Q4: 18,083 shares; 2025Q1: 18,113 shares; 2025Q2: 26,309 shares; 2025Q3: 26,403 shares; 2025Q4: 26,364 shares 26,364 $1.99M 0.17% -39 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 4,820 shares; 2025Q1: 4,875 shares; 2025Q2: 4,808 shares; 2025Q3: 5,088 shares; 2025Q4: 5,506 shares 5,506 $1.98M 0.17% +418 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,431 shares; 2025Q1: 6,441 shares; 2025Q2: 8,118 shares; 2025Q3: 8,321 shares; 2025Q4: 11,551 shares 11,551 $1.98M 0.17% +3,230 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,106 shares; 2024Q4: 24,873 shares; 2025Q1: 28,908 shares; 2025Q2: 25,296 shares; 2025Q3: 26,289 shares; 2025Q4: 38,955 shares 38,955 $1.97M 0.17% +12,666 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,494 shares; 2024Q4: 9,830 shares; 2025Q1: 9,466 shares; 2025Q2: 9,029 shares; 2025Q3: 8,439 shares; 2025Q4: 7,649 shares 7,649 $1.97M 0.17% -790 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,639 shares; 2024Q4: 8,619 shares; 2025Q1: 8,195 shares; 2025Q2: 8,518 shares; 2025Q3: 8,561 shares; 2025Q4: 8,729 shares 8,729 $1.92M 0.17% +168 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,442 shares; 2024Q4: 44,556 shares; 2025Q1: 45,334 shares; 2025Q2: 42,356 shares; 2025Q3: 40,175 shares; 2025Q4: 40,248 shares 40,248 $1.85M 0.16% +73 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,030 shares; 2025Q1: 9,591 shares; 2025Q2: 11,434 shares; 2025Q3: 13,342 shares; 2025Q4: 18,456 shares 18,456 $1.85M 0.16% +5,114 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: 21,565 shares; 2024Q4: 22,631 shares; 2025Q1: 20,041 shares; 2025Q2: 18,260 shares; 2025Q3: 36,329 shares; 2025Q4: 36,759 shares 36,759 $1.85M 0.16% +430 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,231 shares; 2025Q1: 9,688 shares; 2025Q2: 9,159 shares; 2025Q3: 7,926 shares; 2025Q4: 8,078 shares 8,078 $1.84M 0.16% +152 Timeline IWP 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: 11,401 shares; 2024Q4: 11,851 shares; 2025Q1: 12,064 shares; 2025Q2: 16,902 shares; 2025Q3: 16,532 shares; 2025Q4: 13,378 shares 13,378 $1.83M 0.16% -3,154 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,088 shares; 2024Q4: 53,456 shares; 2025Q1: 29,737 shares; 2025Q2: 35,847 shares; 2025Q3: 28,404 shares; 2025Q4: 36,380 shares 36,380 $1.83M 0.16% +7,976 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,883 shares; 2024Q4: 23,489 shares; 2025Q1: 24,345 shares; 2025Q2: 24,525 shares; 2025Q3: 25,569 shares; 2025Q4: 42,726 shares 42,726 $1.82M 0.16% +17,157 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,205 shares; 2024Q4: 60,564 shares; 2025Q1: 68,558 shares; 2025Q2: 66,570 shares; 2025Q3: 63,548 shares; 2025Q4: 72,526 shares 72,526 $1.81M 0.16% +8,978 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,214 shares; 2024Q4: 39,548 shares; 2025Q1: 31,291 shares; 2025Q2: 45,880 shares; 2025Q3: 35,120 shares; 2025Q4: 36,180 shares 36,180 $1.79M 0.16% +1,060 Timeline XLG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,337 shares; 2024Q4: 14,359 shares; 2025Q1: 19,324 shares; 2025Q2: 26,276 shares; 2025Q3: 28,957 shares; 2025Q4: 30,214 shares 30,214 $1.79M 0.16% +1,257 Timeline Little Anita's Mexican Food… Little Anita's Mexican Food, Inc. More: the full row for Little Anita's Mexican Food, Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares 1 $1.78M 0.16% new SPMB 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: 22,440 shares; 2024Q4: 23,684 shares; 2025Q1: 36,295 shares; 2025Q2: 70,148 shares; 2025Q3: 75,948 shares; 2025Q4: 78,779 shares 78,779 $1.77M 0.15% +2,831 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,924 shares; 2024Q4: 33,248 shares; 2025Q1: 34,815 shares; 2025Q2: 31,156 shares; 2025Q3: 29,192 shares; 2025Q4: 28,964 shares 28,964 $1.74M 0.15% -228 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,564 shares; 2024Q4: 31,795 shares; 2025Q1: 36,614 shares; 2025Q2: 17,989 shares; 2025Q3: 28,934 shares; 2025Q4: 34,279 shares 34,279 $1.72M 0.15% +5,345 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: 8,588 shares; 2025Q1: 9,344 shares; 2025Q2: 9,445 shares; 2025Q3: 7,243 shares; 2025Q4: 6,450 shares 6,450 $1.71M 0.15% -793 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,201 shares; 2024Q4: 18,421 shares; 2025Q1: 21,752 shares; 2025Q2: 20,999 shares; 2025Q3: 24,700 shares; 2025Q4: 20,893 shares 20,893 $1.7M 0.15% -3,807 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,672 shares; 2024Q4: 4,646 shares; 2025Q1: 4,391 shares; 2025Q2: 4,911 shares; 2025Q3: 6,100 shares; 2025Q4: 6,564 shares 6,564 $1.69M 0.15% +464 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,258 shares; 2024Q4: 36,750 shares; 2025Q1: 39,481 shares; 2025Q2: 37,311 shares; 2025Q3: 41,131 shares; 2025Q4: 30,801 shares 30,801 $1.69M 0.15% -10,330 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,205 shares; 2024Q4: 16,914 shares; 2025Q1: 15,434 shares; 2025Q2: 17,099 shares; 2025Q3: 19,527 shares; 2025Q4: 20,455 shares 20,455 $1.68M 0.15% +928 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: 43,989 shares; 2024Q4: 39,953 shares; 2025Q1: 34,815 shares; 2025Q2: 18,171 shares; 2025Q3: 14,977 shares; 2025Q4: 15,685 shares 15,685 $1.68M 0.15% +708 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,578 shares; 2024Q4: 62,033 shares; 2025Q1: 63,810 shares; 2025Q2: 67,819 shares; 2025Q3: 76,018 shares; 2025Q4: 67,198 shares 67,198 $1.67M 0.15% -8,820 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,823 shares; 2024Q4: 29,084 shares; 2025Q1: 32,472 shares; 2025Q2: 30,414 shares; 2025Q3: 28,622 shares; 2025Q4: 27,626 shares 27,626 $1.67M 0.15% -996 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,027 shares; 2024Q4: 28,621 shares; 2025Q1: 35,885 shares; 2025Q2: 32,817 shares; 2025Q3: 33,397 shares; 2025Q4: 34,956 shares 34,956 $1.64M 0.14% +1,559 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,904 shares; 2024Q4: 21,081 shares; 2025Q1: 20,041 shares; 2025Q2: 30,935 shares; 2025Q3: 31,163 shares; 2025Q4: 37,601 shares 37,601 $1.64M 0.14% +6,438 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,258 shares; 2024Q4: 15,082 shares; 2025Q1: 10,152 shares; 2025Q2: 9,497 shares; 2025Q3: 8,361 shares; 2025Q4: 8,187 shares 8,187 $1.63M 0.14% -174 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,963 shares; 2024Q4: 18,554 shares; 2025Q1: 17,069 shares; 2025Q2: 30,860 shares; 2025Q3: 32,001 shares; 2025Q4: 36,700 shares 36,700 $1.63M 0.14% +4,699 Timeline SPTM 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: 15,774 shares; 2024Q4: 12,703 shares; 2025Q1: 15,903 shares; 2025Q2: 14,314 shares; 2025Q3: 44,180 shares; 2025Q4: 19,670 shares 19,670 $1.62M 0.14% -24,510 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,758 shares; 2024Q4: 8,501 shares; 2025Q1: 8,391 shares; 2025Q2: 8,389 shares; 2025Q3: 12,239 shares; 2025Q4: 17,889 shares 17,889 $1.61M 0.14% +5,650 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,389 shares; 2024Q4: 10,433 shares; 2025Q1: 10,123 shares; 2025Q2: 10,123 shares; 2025Q3: 9,822 shares; 2025Q4: 12,125 shares 12,125 $1.61M 0.14% +2,303 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,410 shares; 2024Q4: 22,810 shares; 2025Q1: 23,558 shares; 2025Q2: 25,821 shares; 2025Q3: 28,921 shares; 2025Q4: 28,921 shares 28,921 $1.61M 0.14% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,306 shares; 2024Q4: 18,054 shares; 2025Q1: 20,261 shares; 2025Q2: 17,427 shares; 2025Q3: 17,237 shares; 2025Q4: 17,056 shares 17,056 $1.61M 0.14% -181 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,044 shares; 2024Q4: 31,044 shares; 2025Q1: 31,858 shares; 2025Q2: 26,839 shares; 2025Q3: 34,236 shares; 2025Q4: 36,213 shares 36,213 $1.61M 0.14% +1,977 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,584 shares; 2025Q3: 61,310 shares; 2025Q4: 61,152 shares 61,152 $1.6M 0.14% -158 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,216 shares; 2024Q4: 2,984 shares; 2025Q1: 2,445 shares; 2025Q2: 1,756 shares; 2025Q3: 1,708 shares; 2025Q4: 1,819 shares 1,819 $1.6M 0.14% +111 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,653 shares; 2024Q4: 6,451 shares; 2025Q1: 7,870 shares; 2025Q2: 8,341 shares; 2025Q3: 6,713 shares; 2025Q4: 7,502 shares 7,502 $1.59M 0.14% +789 Timeline SCHD 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: 26,238 shares; 2024Q4: 78,663 shares; 2025Q1: 78,823 shares; 2025Q2: 70,471 shares; 2025Q3: 68,507 shares; 2025Q4: 57,746 shares 57,746 $1.58M 0.14% -10,761 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 20,542 shares; 2025Q3: 19,818 shares; 2025Q4: 18,883 shares 18,883 $1.58M 0.14% -935 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,142 shares; 2024Q4: 7,658 shares; 2025Q1: 7,563 shares; 2025Q2: 6,454 shares; 2025Q3: 6,494 shares; 2025Q4: 6,541 shares 6,541 $1.58M 0.14% +47 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,904 shares; 2024Q4: 9,843 shares; 2025Q1: 11,453 shares; 2025Q2: 13,662 shares; 2025Q3: 14,231 shares; 2025Q4: 13,373 shares 13,373 $1.56M 0.14% -858 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,925 shares; 2024Q4: 78,181 shares; 2025Q1: 82,980 shares; 2025Q2: 84,087 shares; 2025Q3: 82,019 shares; 2025Q4: 84,613 shares 84,613 $1.54M 0.14% +2,594 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: 2,250 shares; 2025Q1: 2,337 shares; 2025Q2: 2,327 shares; 2025Q3: 1,828 shares; 2025Q4: 1,904 shares 1,904 $1.54M 0.13% +76 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 850 shares; 2025Q1: 1,051 shares; 2025Q2: 1,101 shares; 2025Q3: 1,280 shares; 2025Q4: 1,260 shares 1,260 $1.53M 0.13% -20 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,948 shares; 2024Q4: 33,343 shares; 2025Q1: 31,829 shares; 2025Q2: 30,690 shares; 2025Q3: 28,845 shares; 2025Q4: 28,226 shares 28,226 $1.52M 0.13% -619 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,455 shares; 2024Q4: 22,205 shares; 2025Q1: 21,145 shares; 2025Q2: 20,665 shares; 2025Q3: 21,030 shares; 2025Q4: 20,195 shares 20,195 $1.5M 0.13% -835 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,533 shares; 2024Q4: 11,533 shares; 2025Q1: 11,706 shares; 2025Q2: 10,926 shares; 2025Q3: 11,001 shares; 2025Q4: 10,738 shares 10,738 $1.48M 0.13% -263 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,841 shares; 2024Q4: 14,387 shares; 2025Q1: 15,823 shares; 2025Q2: 16,748 shares; 2025Q3: 15,659 shares; 2025Q4: 16,394 shares 16,394 $1.47M 0.13% +735 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 3,981 shares; 2025Q1: 3,516 shares; 2025Q2: 3,466 shares; 2025Q3: 2,528 shares; 2025Q4: 2,429 shares 2,429 $1.47M 0.13% -99 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,180 shares; 2024Q4: 120,820 shares; 2025Q1: 123,825 shares; 2025Q2: 119,849 shares; 2025Q3: 134,849 shares; 2025Q4: 134,849 shares 134,849 $1.46M 0.13% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,022 shares; 2024Q4: 16,250 shares; 2025Q1: 21,580 shares; 2025Q2: 24,556 shares; 2025Q3: 26,361 shares; 2025Q4: 27,418 shares 27,418 $1.45M 0.13% +1,057 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,660 shares; 2024Q4: 186,705 shares; 2025Q1: 196,196 shares; 2025Q2: 192,830 shares; 2025Q3: 192,830 shares; 2025Q4: 192,830 shares 192,830 $1.45M 0.13% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,240 shares; 2025Q1: 1,554 shares; 2025Q2: 1,679 shares; 2025Q3: 1,645 shares; 2025Q4: 1,350 shares 1,350 $1.45M 0.13% -295 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,692 shares; 2024Q4: 8,146 shares; 2025Q1: 8,882 shares; 2025Q2: 9,136 shares; 2025Q3: 9,205 shares; 2025Q4: 8,985 shares 8,985 $1.44M 0.13% -220 Timeline LQD 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: 9,844 shares; 2024Q4: 8,775 shares; 2025Q1: 9,725 shares; 2025Q2: 7,401 shares; 2025Q3: 14,808 shares; 2025Q4: 13,039 shares 13,039 $1.44M 0.13% -1,769 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,286 shares; 2024Q4: 7,412 shares; 2025Q1: 8,294 shares; 2025Q2: 7,655 shares; 2025Q3: 6,166 shares; 2025Q4: 5,567 shares 5,567 $1.43M 0.13% -599 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,401 shares; 2024Q4: 5,212 shares; 2025Q1: 5,277 shares; 2025Q2: 5,108 shares; 2025Q3: 5,020 shares; 2025Q4: 4,915 shares 4,915 $1.43M 0.12% -105 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,142 shares; 2025Q1: 2,066 shares; 2025Q2: 1,767 shares; 2025Q3: 1,726 shares; 2025Q4: 1,732 shares 1,732 $1.42M 0.12% +6 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,480 shares; 2024Q4: 14,339 shares; 2025Q1: 15,235 shares; 2025Q2: 15,226 shares; 2025Q3: 15,619 shares; 2025Q4: 16,009 shares 16,009 $1.4M 0.12% +390 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,476 shares; 2024Q4: 6,624 shares; 2025Q1: 6,827 shares; 2025Q2: 7,985 shares; 2025Q3: 7,622 shares; 2025Q4: 7,814 shares 7,814 $1.39M 0.12% +192 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 176 shares; 2025Q1: 269 shares; 2025Q2: 265 shares; 2025Q3: 258 shares; 2025Q4: 259 shares 259 $1.39M 0.12% +1 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,675 shares; 2024Q4: 21,349 shares; 2025Q1: 19,586 shares; 2025Q2: 15,300 shares; 2025Q3: 15,399 shares; 2025Q4: 15,399 shares 15,399 $1.36M 0.12% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,680 shares; 2024Q4: 4,538 shares; 2025Q1: 4,462 shares; 2025Q2: 3,976 shares; 2025Q3: 3,960 shares; 2025Q4: 4,023 shares 4,023 $1.35M 0.12% +63 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 8,732 shares; 2025Q1: 8,605 shares; 2025Q2: 8,822 shares; 2025Q3: 7,883 shares; 2025Q4: 7,338 shares 7,338 $1.35M 0.12% -545 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 1,969 shares; 2025Q1: 8,794 shares; 2025Q2: 10,824 shares; 2025Q3: 15,108 shares; 2025Q4: 17,304 shares 17,304 $1.35M 0.12% +2,196 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,463 shares; 2025Q1: 2,911 shares; 2025Q2: 2,862 shares; 2025Q3: 3,543 shares; 2025Q4: 2,890 shares 2,890 $1.35M 0.12% -653 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,131 shares; 2024Q4: 3,203 shares; 2025Q1: 3,238 shares; 2025Q2: 3,176 shares; 2025Q3: 2,998 shares; 2025Q4: 3,456 shares 3,456 $1.34M 0.12% +458 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,553 shares; 2024Q4: 15,608 shares; 2025Q1: 15,564 shares; 2025Q2: 11,918 shares; 2025Q3: 13,644 shares; 2025Q4: 14,513 shares 14,513 $1.34M 0.12% +869 Timeline SHV 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: 11,573 shares; 2024Q4: 4,073 shares; 2025Q1: 4,673 shares; 2025Q2: 13,404 shares; 2025Q3: 14,575 shares; 2025Q4: 12,166 shares 12,166 $1.34M 0.12% -2,409 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,116 shares; 2024Q4: 12,752 shares; 2025Q1: 13,319 shares; 2025Q2: 12,950 shares; 2025Q3: 12,219 shares; 2025Q4: 11,731 shares 11,731 $1.33M 0.12% -488 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 5,137 shares; 2025Q1: 5,309 shares; 2025Q2: 4,697 shares; 2025Q3: 4,603 shares; 2025Q4: 4,602 shares 4,602 $1.33M 0.12% -1 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,267 shares; 2024Q4: 7,108 shares; 2025Q1: 5,904 shares; 2025Q2: 6,067 shares; 2025Q3: 5,874 shares; 2025Q4: 6,159 shares 6,159 $1.32M 0.12% +285 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,488 shares; 2024Q4: 9,023 shares; 2025Q1: 8,542 shares; 2025Q2: 8,731 shares; 2025Q3: 8,126 shares; 2025Q4: 9,281 shares 9,281 $1.31M 0.11% +1,155 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,233 shares; 2024Q4: 8,357 shares; 2025Q1: 8,460 shares; 2025Q2: 8,140 shares; 2025Q3: 7,966 shares; 2025Q4: 7,961 shares 7,961 $1.3M 0.11% -5 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,648 shares; 2024Q4: 10,227 shares; 2025Q1: 10,562 shares; 2025Q2: 12,182 shares; 2025Q3: 11,736 shares; 2025Q4: 14,837 shares 14,837 $1.3M 0.11% +3,101 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,489 shares; 2024Q4: 10,489 shares; 2025Q1: 42,543 shares; 2025Q2: 42,543 shares; 2025Q3: 44,639 shares; 2025Q4: 46,830 shares 46,830 $1.29M 0.11% +2,191 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,464 shares; 2024Q4: 15,660 shares; 2025Q1: 14,182 shares; 2025Q2: 15,118 shares; 2025Q3: 14,424 shares; 2025Q4: 10,858 shares 10,858 $1.28M 0.11% -3,566 Timeline JQUA 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: 7,308 shares; 2024Q4: 12,718 shares; 2025Q1: 13,121 shares; 2025Q2: 14,850 shares; 2025Q3: 19,919 shares; 2025Q4: 20,021 shares 20,021 $1.26M 0.11% +102 Timeline SPAB 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: 35,075 shares; 2024Q4: 46,415 shares; 2025Q1: 28,210 shares; 2025Q2: 32,174 shares; 2025Q3: 41,659 shares; 2025Q4: 48,923 shares 48,923 $1.26M 0.11% +7,264 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,990 shares; 2024Q4: 34,036 shares; 2025Q1: 30,456 shares; 2025Q2: 29,488 shares; 2025Q3: 29,488 shares; 2025Q4: 33,038 shares 33,038 $1.26M 0.11% +3,550 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 6,727 shares; 2025Q1: 7,001 shares; 2025Q2: 7,518 shares; 2025Q3: 7,176 shares; 2025Q4: 7,206 shares 7,206 $1.25M 0.11% +30 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,299 shares; 2024Q4: 118,524 shares; 2025Q1: 120,460 shares; 2025Q2: 114,919 shares; 2025Q3: 129,919 shares; 2025Q4: 129,919 shares 129,919 $1.25M 0.11% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,215 shares; 2024Q4: 69,403 shares; 2025Q1: 71,854 shares; 2025Q2: 70,320 shares; 2025Q3: 70,320 shares; 2025Q4: 70,320 shares 70,320 $1.25M 0.11% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,994 shares; 2024Q4: 37,606 shares; 2025Q1: 39,792 shares; 2025Q2: 35,496 shares; 2025Q3: 34,671 shares; 2025Q4: 25,927 shares 25,927 $1.24M 0.11% -8,744 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,153 shares 49,153 $1.24M 0.11% new Timeline EFV 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: 18,961 shares; 2024Q4: 18,668 shares; 2025Q1: 15,198 shares; 2025Q2: 19,711 shares; 2025Q3: 17,232 shares; 2025Q4: 17,295 shares 17,295 $1.24M 0.11% +63 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,412 shares; 2024Q4: 9,029 shares; 2025Q1: 9,357 shares; 2025Q2: 15,699 shares; 2025Q3: 26,652 shares; 2025Q4: 24,411 shares 24,411 $1.23M 0.11% -2,241 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,165 shares; 2024Q4: 5,935 shares; 2025Q1: 5,995 shares; 2025Q2: 5,943 shares; 2025Q3: 5,918 shares; 2025Q4: 5,920 shares 5,920 $1.23M 0.11% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 16,647 shares; 2025Q1: 19,877 shares; 2025Q2: 16,901 shares; 2025Q3: 15,319 shares; 2025Q4: 14,725 shares 14,725 $1.23M 0.11% -594 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 2,058 shares; 2025Q3: 1,058 shares; 2025Q4: 5,333 shares 5,333 $1.23M 0.11% +4,275 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,689 shares; 2025Q1: 2,702 shares; 2025Q2: 2,702 shares; 2025Q3: 2,786 shares; 2025Q4: 2,746 shares 2,746 $1.22M 0.11% -40 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,944 shares; 2024Q4: 10,122 shares; 2025Q1: 10,552 shares; 2025Q2: 10,715 shares; 2025Q3: 6,581 shares; 2025Q4: 5,798 shares 5,798 $1.21M 0.11% -783 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 3,917 shares; 2025Q1: 3,797 shares; 2025Q2: 4,000 shares; 2025Q3: 4,036 shares; 2025Q4: 4,812 shares 4,812 $1.2M 0.11% +776 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,518 shares; 2024Q4: 40,333 shares; 2025Q1: 39,359 shares; 2025Q2: 34,742 shares; 2025Q3: 34,188 shares; 2025Q4: 31,293 shares 31,293 $1.2M 0.11% -2,895 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,641 shares; 2024Q4: 13,366 shares; 2025Q1: 17,911 shares; 2025Q2: 14,477 shares; 2025Q3: 42,116 shares; 2025Q4: 44,241 shares 44,241 $1.18M 0.1% +2,125 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,072 shares; 2025Q1: 953 shares; 2025Q2: 1,350 shares; 2025Q3: 1,569 shares; 2025Q4: 1,796 shares 1,796 $1.17M 0.1% +227 Timeline SPMD 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: 21,850 shares; 2024Q4: 22,935 shares; 2025Q1: 20,476 shares; 2025Q2: 19,410 shares; 2025Q3: 20,120 shares; 2025Q4: 20,265 shares 20,265 $1.17M 0.1% +145 Timeline BBUS 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: 8,087 shares; 2024Q4: 7,803 shares; 2025Q1: 8,893 shares; 2025Q2: 7,728 shares; 2025Q3: 9,423 shares; 2025Q4: 9,454 shares 9,454 $1.17M 0.1% +31 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,981 shares; 2024Q4: 14,981 shares; 2025Q1: 17,161 shares; 2025Q2: 24,389 shares; 2025Q3: 25,718 shares; 2025Q4: 26,174 shares 26,174 $1.16M 0.1% +456 Timeline JMST 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: 42,337 shares; 2024Q4: 43,105 shares; 2025Q1: 42,841 shares; 2025Q2: 48,763 shares; 2025Q3: 26,561 shares; 2025Q4: 22,807 shares 22,807 $1.16M 0.1% -3,754 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,627 shares; 2024Q4: 9,887 shares; 2025Q1: 10,029 shares; 2025Q2: 10,170 shares; 2025Q3: 10,056 shares; 2025Q4: 10,031 shares 10,031 $1.16M 0.1% -25 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 7,209 shares; 2025Q1: 7,099 shares; 2025Q2: 6,169 shares; 2025Q3: 6,227 shares; 2025Q4: 6,358 shares 6,358 $1.16M 0.1% +131 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,424 shares; 2024Q4: 3,444 shares; 2025Q1: 3,503 shares; 2025Q2: 3,335 shares; 2025Q3: 3,334 shares; 2025Q4: 3,262 shares 3,262 $1.15M 0.1% -72 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,086 shares; 2024Q4: 9,400 shares; 2025Q1: 9,834 shares; 2025Q2: 9,143 shares; 2025Q3: 8,411 shares; 2025Q4: 7,368 shares 7,368 $1.14M 0.1% -1,043 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,854 shares; 2024Q4: 8,671 shares; 2025Q1: 8,595 shares; 2025Q2: 7,543 shares; 2025Q3: 8,840 shares; 2025Q4: 7,045 shares 7,045 $1.13M 0.1% -1,795 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,303 shares; 2024Q4: 10,464 shares; 2025Q1: 9,914 shares; 2025Q2: 10,873 shares; 2025Q3: 10,158 shares; 2025Q4: 11,283 shares 11,283 $1.13M 0.1% +1,125 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,708 shares; 2024Q4: 13,940 shares; 2025Q1: 12,717 shares; 2025Q2: 13,131 shares; 2025Q3: 13,766 shares; 2025Q4: 13,486 shares 13,486 $1.13M 0.1% -280 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,976 shares; 2024Q4: 35,542 shares; 2025Q1: 33,967 shares; 2025Q2: 34,172 shares; 2025Q3: 29,072 shares; 2025Q4: 21,453 shares 21,453 $1.12M 0.1% -7,619 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,737 shares; 2024Q4: 21,005 shares; 2025Q1: 25,128 shares; 2025Q2: 29,364 shares; 2025Q3: 24,089 shares; 2025Q4: 30,236 shares 30,236 $1.12M 0.1% +6,147 Timeline XAIX DBX ETF TR More: the full row for DBX 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: not reported; 2025Q3: 25,175 shares; 2025Q4: 25,675 shares 25,675 $1.1M 0.1% +500 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,620 shares; 2024Q4: 7,640 shares; 2025Q1: 7,770 shares; 2025Q2: 7,509 shares; 2025Q3: 7,634 shares; 2025Q4: 7,480 shares 7,480 $1.08M 0.09% -154 Timeline DGRO 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: 16,689 shares; 2024Q4: 16,422 shares; 2025Q1: 17,921 shares; 2025Q2: 17,463 shares; 2025Q3: 16,361 shares; 2025Q4: 15,372 shares 15,372 $1.07M 0.09% -989 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,026 shares; 2024Q4: 3,963 shares; 2025Q1: 4,266 shares; 2025Q2: 4,474 shares; 2025Q3: 4,653 shares; 2025Q4: 4,894 shares 4,894 $1.06M 0.09% +241 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,015 shares; 2024Q4: 8,136 shares; 2025Q1: 8,519 shares; 2025Q2: 8,369 shares; 2025Q3: 8,602 shares; 2025Q4: 7,523 shares 7,523 $1.06M 0.09% -1,079 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,447 shares; 2024Q4: 4,253 shares; 2025Q1: 5,239 shares; 2025Q2: 4,875 shares; 2025Q3: 5,388 shares; 2025Q4: 3,949 shares 3,949 $1.06M 0.09% -1,439 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,870 shares; 2024Q4: 34,577 shares; 2025Q1: 28,866 shares; 2025Q2: 36,095 shares; 2025Q3: 36,312 shares; 2025Q4: 38,276 shares 38,276 $1.05M 0.09% +1,964 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,780 shares; 2024Q4: 2,792 shares; 2025Q1: 2,630 shares; 2025Q2: 3,245 shares; 2025Q3: 3,279 shares; 2025Q4: 2,947 shares 2,947 $1.04M 0.09% -332 Timeline IEF 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: 7,404 shares; 2024Q4: 7,158 shares; 2025Q1: 4,445 shares; 2025Q2: 4,058 shares; 2025Q3: 6,054 shares; 2025Q4: 10,818 shares 10,818 $1.04M 0.09% +4,764 Timeline VONV 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: 1,429 shares; 2024Q4: 1,189 shares; 2025Q1: 9,555 shares; 2025Q2: 11,684 shares; 2025Q3: 10,246 shares; 2025Q4: 11,265 shares 11,265 $1.04M 0.09% +1,019 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,735 shares 35,735 $1.03M 0.09% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,357 shares; 2024Q4: 5,438 shares; 2025Q1: 5,609 shares; 2025Q2: 5,641 shares; 2025Q3: 5,598 shares; 2025Q4: 5,681 shares 5,681 $1.03M 0.09% +83 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,653 shares; 2024Q4: 25,329 shares; 2025Q1: 23,556 shares; 2025Q2: 18,477 shares; 2025Q3: 18,552 shares; 2025Q4: 20,658 shares 20,658 $1.03M 0.09% +2,106 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,680 shares; 2025Q1: 41,558 shares; 2025Q2: 45,779 shares; 2025Q3: 47,396 shares; 2025Q4: 49,553 shares 49,553 $1.03M 0.09% +2,157 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: 47,481 shares; 2024Q4: 47,731 shares; 2025Q1: 42,364 shares; 2025Q2: 41,506 shares; 2025Q3: 44,268 shares; 2025Q4: 41,183 shares 41,183 $1.03M 0.09% -3,085 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: not reported; 2025Q1: 26,872 shares; 2025Q2: 34,949 shares; 2025Q3: 34,949 shares; 2025Q4: 34,745 shares 34,745 $1.03M 0.09% -204 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,122 shares; 2025Q1: 2,247 shares; 2025Q2: 2,248 shares; 2025Q3: 1,823 shares; 2025Q4: 1,853 shares 1,853 $1.02M 0.09% +30 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,092 shares; 2024Q4: 30,668 shares; 2025Q1: 29,118 shares; 2025Q2: 27,454 shares; 2025Q3: 27,785 shares; 2025Q4: 28,100 shares 28,100 $1.02M 0.09% +315 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 7,148 shares; 2025Q1: 5,955 shares; 2025Q2: 8,955 shares; 2025Q3: 11,640 shares; 2025Q4: 12,576 shares 12,576 $1.01M 0.09% +936 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,215 shares; 2024Q4: 10,553 shares; 2025Q1: 9,187 shares; 2025Q2: 9,019 shares; 2025Q3: 9,019 shares; 2025Q4: 9,019 shares 9,019 $1.01M 0.09% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,323 shares; 2025Q1: 2,298 shares; 2025Q2: 2,426 shares; 2025Q3: 2,086 shares; 2025Q4: 2,093 shares 2,093 $1.01M 0.09% +7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 5,456 shares; 2025Q1: 5,394 shares; 2025Q2: 4,729 shares; 2025Q3: 4,700 shares; 2025Q4: 4,734 shares 4,734 $1M 0.09% +34 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,403 shares; 2025Q1: 13,341 shares; 2025Q2: 13,289 shares; 2025Q3: 13,391 shares; 2025Q4: 13,491 shares 13,491 $1M 0.09% +100 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 744 shares; 2025Q1: 4,582 shares; 2025Q2: 3,513 shares; 2025Q3: 37,510 shares; 2025Q4: 23,290 shares 23,290 $1M 0.09% -14,220 Timeline JEPQ 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: 6,047 shares; 2024Q4: 10,357 shares; 2025Q1: 6,141 shares; 2025Q2: 14,205 shares; 2025Q3: 16,538 shares; 2025Q4: 17,158 shares 17,158 $997K 0.09% +620 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 13,445 shares; 2025Q1: 15,780 shares; 2025Q2: 18,330 shares; 2025Q3: 14,935 shares; 2025Q4: 37,503 shares 37,503 $995K 0.09% +22,568 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,799 shares; 2024Q4: 8,559 shares; 2025Q1: 7,272 shares; 2025Q2: 5,812 shares; 2025Q3: 6,632 shares; 2025Q4: 6,396 shares 6,396 $992K 0.09% -236 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,607 shares; 2024Q4: 12,199 shares; 2025Q1: 11,829 shares; 2025Q2: 12,396 shares; 2025Q3: 12,656 shares; 2025Q4: 11,745 shares 11,745 $989K 0.09% -911 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,412 shares; 2025Q1: 1,670 shares; 2025Q2: 1,962 shares; 2025Q3: 1,963 shares; 2025Q4: 1,934 shares 1,934 $987K 0.09% -29 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,155 shares; 2024Q4: 8,486 shares; 2025Q1: 9,349 shares; 2025Q2: 9,277 shares; 2025Q3: 9,734 shares; 2025Q4: 10,196 shares 10,196 $979K 0.09% +462 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,485 shares; 2024Q4: 8,485 shares; 2025Q1: 11,522 shares; 2025Q2: 21,081 shares; 2025Q3: 20,905 shares; 2025Q4: 24,304 shares 24,304 $978K 0.09% +3,399 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 1,510 shares; 2025Q1: 1,505 shares; 2025Q2: 1,849 shares; 2025Q3: 6,959 shares; 2025Q4: 7,373 shares 7,373 $976K 0.09% +414 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,006 shares; 2024Q4: 8,874 shares; 2025Q1: 9,401 shares; 2025Q2: 9,445 shares; 2025Q3: 9,872 shares; 2025Q4: 10,261 shares 10,261 $961K 0.08% +389 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,448 shares; 2024Q4: 3,890 shares; 2025Q1: 3,960 shares; 2025Q2: 3,394 shares; 2025Q3: 3,551 shares; 2025Q4: 3,537 shares 3,537 $959K 0.08% -14 Timeline OEF 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: 388 shares; 2024Q4: 343 shares; 2025Q1: 1,051 shares; 2025Q2: 1,573 shares; 2025Q3: 2,710 shares; 2025Q4: 2,795 shares 2,795 $959K 0.08% +85 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,053 shares; 2024Q4: 21,256 shares; 2025Q1: 27,915 shares; 2025Q2: 15,883 shares; 2025Q3: 18,493 shares; 2025Q4: 19,285 shares 19,285 $954K 0.08% +792 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 771 shares; 2025Q1: 1,000 shares; 2025Q2: 1,575 shares; 2025Q3: 1,912 shares; 2025Q4: 1,393 shares 1,393 $938K 0.08% -519 Timeline SPTS 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: 35,146 shares; 2024Q4: 34,978 shares; 2025Q1: 35,656 shares; 2025Q2: 33,001 shares; 2025Q3: 33,067 shares; 2025Q4: 31,829 shares 31,829 $932K 0.08% -1,238 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,635 shares; 2024Q4: 12,476 shares; 2025Q1: 12,788 shares; 2025Q2: 14,661 shares; 2025Q3: 17,661 shares; 2025Q4: 24,247 shares 24,247 $927K 0.08% +6,586 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,152 shares; 2024Q4: 14,024 shares; 2025Q1: 15,205 shares; 2025Q2: 18,484 shares; 2025Q3: 18,563 shares; 2025Q4: 18,778 shares 18,778 $924K 0.08% +215 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 3,085 shares; 2025Q1: 5,836 shares; 2025Q2: 9,181 shares; 2025Q3: 10,404 shares; 2025Q4: 9,081 shares 9,081 $923K 0.08% -1,323 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,205 shares; 2024Q4: 7,071 shares; 2025Q1: 7,270 shares; 2025Q2: 7,690 shares; 2025Q3: 7,476 shares; 2025Q4: 7,934 shares 7,934 $921K 0.08% +458 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 3,218 shares; 2025Q1: 3,694 shares; 2025Q2: 3,694 shares; 2025Q3: 3,698 shares; 2025Q4: 3,666 shares 3,666 $921K 0.08% -32 Timeline IJK 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: 12,227 shares; 2024Q4: 14,311 shares; 2025Q1: 11,604 shares; 2025Q2: 9,809 shares; 2025Q3: 9,830 shares; 2025Q4: 9,450 shares 9,450 $916K 0.08% -380 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,834 shares; 2024Q4: 40,312 shares; 2025Q1: 39,545 shares; 2025Q2: 35,236 shares; 2025Q3: 30,103 shares; 2025Q4: 29,432 shares 29,432 $911K 0.08% -671 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 2,473 shares; 2025Q1: 2,613 shares; 2025Q2: 2,346 shares; 2025Q3: 2,356 shares; 2025Q4: 2,133 shares 2,133 $910K 0.08% -223 Timeline JAVA 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: 2,965 shares; 2024Q4: 3,315 shares; 2025Q1: 3,380 shares; 2025Q2: 12,663 shares; 2025Q3: 12,485 shares; 2025Q4: 12,634 shares 12,634 $906K 0.08% +149 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,452 shares; 2024Q4: 7,576 shares; 2025Q1: 8,324 shares; 2025Q2: 8,388 shares; 2025Q3: 8,161 shares; 2025Q4: 8,413 shares 8,413 $905K 0.08% +252 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 2,337 shares; 2025Q3: 2,329 shares; 2025Q4: 2,329 shares 2,329 $901K 0.08% 0 Timeline SPTL 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: 33,541 shares; 2024Q4: 29,477 shares; 2025Q1: 30,391 shares; 2025Q2: 24,577 shares; 2025Q3: 32,785 shares; 2025Q4: 33,955 shares 33,955 $899K 0.08% +1,170 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,396 shares; 2024Q4: 7,866 shares; 2025Q1: 7,846 shares; 2025Q2: 7,416 shares; 2025Q3: 7,107 shares; 2025Q4: 5,959 shares 5,959 $888K 0.08% -1,148 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,830 shares; 2024Q4: 12,534 shares; 2025Q1: 12,986 shares; 2025Q2: 15,574 shares; 2025Q3: 15,037 shares; 2025Q4: 14,653 shares 14,653 $881K 0.08% -384 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,064 shares; 2024Q4: 17,889 shares; 2025Q1: 17,889 shares; 2025Q2: 15,488 shares; 2025Q3: 25,995 shares; 2025Q4: 38,590 shares 38,590 $874K 0.08% +12,595 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,983 shares; 2024Q4: 16,696 shares; 2025Q1: 16,631 shares; 2025Q2: 16,075 shares; 2025Q3: 16,075 shares; 2025Q4: 17,275 shares 17,275 $872K 0.08% +1,200 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 5,176 shares; 2025Q1: 5,534 shares; 2025Q2: 5,891 shares; 2025Q3: 6,080 shares; 2025Q4: 6,286 shares 6,286 $867K 0.08% +206 Timeline SPGM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,485 shares; 2024Q4: 10,459 shares; 2025Q1: 10,282 shares; 2025Q2: 10,348 shares; 2025Q3: 12,926 shares; 2025Q4: 11,267 shares 11,267 $864K 0.08% -1,659 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,751 shares; 2025Q1: 8,479 shares; 2025Q2: 7,784 shares; 2025Q3: 6,335 shares; 2025Q4: 6,590 shares 6,590 $863K 0.08% +255 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,695 shares; 2024Q4: 7,732 shares; 2025Q1: 7,669 shares; 2025Q2: 7,530 shares; 2025Q3: 4,992 shares; 2025Q4: 4,209 shares 4,209 $855K 0.07% -783 Timeline ILCG 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: 9,368 shares; 2024Q4: 8,688 shares; 2025Q1: 8,688 shares; 2025Q2: 8,688 shares; 2025Q3: 8,194 shares; 2025Q4: 8,194 shares 8,194 $853K 0.07% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,074 shares; 2024Q4: 11,686 shares; 2025Q1: 11,787 shares; 2025Q2: 11,832 shares; 2025Q3: 11,758 shares; 2025Q4: 10,665 shares 10,665 $846K 0.07% -1,093 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,159 shares; 2024Q4: 7,146 shares; 2025Q1: 8,259 shares; 2025Q2: 8,109 shares; 2025Q3: 11,732 shares; 2025Q4: 9,496 shares 9,496 $840K 0.07% -2,236 Timeline FLOT 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: 10,358 shares; 2024Q4: 13,286 shares; 2025Q1: 13,892 shares; 2025Q2: 15,938 shares; 2025Q3: 16,492 shares; 2025Q4: 16,520 shares 16,520 $840K 0.07% +28 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: 3,179 shares; 2025Q1: 3,100 shares; 2025Q2: 3,076 shares; 2025Q3: 3,992 shares; 2025Q4: 3,904 shares 3,904 $838K 0.07% -88 Timeline SPEM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,803 shares; 2024Q4: 18,835 shares; 2025Q1: 17,041 shares; 2025Q2: 19,802 shares; 2025Q3: 18,470 shares; 2025Q4: 17,736 shares 17,736 $830K 0.07% -734 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,721 shares; 2024Q4: 8,636 shares; 2025Q1: 10,296 shares; 2025Q2: 6,271 shares; 2025Q3: 11,097 shares; 2025Q4: 12,838 shares 12,838 $827K 0.07% +1,741 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,683 shares; 2024Q4: 6,896 shares; 2025Q1: 6,903 shares; 2025Q2: 6,588 shares; 2025Q3: 6,298 shares; 2025Q4: 6,398 shares 6,398 $826K 0.07% +100 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,544 shares; 2024Q4: 7,643 shares; 2025Q1: 8,805 shares; 2025Q2: 7,942 shares; 2025Q3: 7,664 shares; 2025Q4: 7,474 shares 7,474 $824K 0.07% -190 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,507 shares; 2024Q4: 6,542 shares; 2025Q1: 14,496 shares; 2025Q2: 14,496 shares; 2025Q3: 17,595 shares; 2025Q4: 29,651 shares 29,651 $812K 0.07% +12,056 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,963 shares; 2024Q4: 22,781 shares; 2025Q1: 22,843 shares; 2025Q2: 22,093 shares; 2025Q3: 22,093 shares; 2025Q4: 24,793 shares 24,793 $807K 0.07% +2,700 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 9,988 shares; 2025Q1: 11,347 shares; 2025Q2: 7,859 shares; 2025Q3: 8,132 shares; 2025Q4: 8,165 shares 8,165 $798K 0.07% +33 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,127 shares; 2024Q4: 6,176 shares; 2025Q1: 7,917 shares; 2025Q2: 10,593 shares; 2025Q3: 12,401 shares; 2025Q4: 7,731 shares 7,731 $792K 0.07% -4,670 Timeline JBND 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: 3,829 shares; 2024Q4: 3,963 shares; 2025Q1: 4,352 shares; 2025Q2: 10,702 shares; 2025Q3: 11,772 shares; 2025Q4: 14,545 shares 14,545 $786K 0.07% +2,773 Timeline TOTL 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: 11,083 shares; 2024Q4: 14,043 shares; 2025Q1: 13,944 shares; 2025Q2: 16,621 shares; 2025Q3: 17,555 shares; 2025Q4: 19,488 shares 19,488 $784K 0.07% +1,933 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,927 shares; 2024Q4: 9,415 shares; 2025Q1: 9,504 shares; 2025Q2: 10,877 shares; 2025Q3: 10,728 shares; 2025Q4: 16,357 shares 16,357 $782K 0.07% +5,629 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,634 shares; 2025Q1: 3,951 shares; 2025Q2: 4,466 shares; 2025Q3: 6,306 shares; 2025Q4: 6,525 shares 6,525 $779K 0.07% +219 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,010 shares; 2024Q4: 20,210 shares; 2025Q1: 17,318 shares; 2025Q2: 9,398 shares; 2025Q3: 14,060 shares; 2025Q4: 15,176 shares 15,176 $776K 0.07% +1,116 Timeline SLYV 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: 4,932 shares; 2024Q4: 5,028 shares; 2025Q1: 7,938 shares; 2025Q2: 7,689 shares; 2025Q3: 8,961 shares; 2025Q4: 8,502 shares 8,502 $773K 0.07% -459 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,047 shares; 2024Q4: 5,479 shares; 2025Q1: 3,851 shares; 2025Q2: 3,483 shares; 2025Q3: 3,348 shares; 2025Q4: 5,664 shares 5,664 $765K 0.07% +2,316 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 1,014 shares; 2025Q1: 1,423 shares; 2025Q2: 1,760 shares; 2025Q3: 1,204 shares; 2025Q4: 1,338 shares 1,338 $758K 0.07% +134 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 4,192 shares; 2025Q1: 3,756 shares; 2025Q2: 4,319 shares; 2025Q3: 3,966 shares; 2025Q4: 4,170 shares 4,170 $756K 0.07% +204 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,392 shares; 2024Q4: 6,099 shares; 2025Q1: 3,629 shares; 2025Q2: 2,199 shares; 2025Q3: 4,671 shares; 2025Q4: 26,070 shares 26,070 $751K 0.07% +21,399 Timeline HDV 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: 7,170 shares; 2024Q4: 6,787 shares; 2025Q1: 6,759 shares; 2025Q2: 6,759 shares; 2025Q3: 6,712 shares; 2025Q4: 6,147 shares 6,147 $748K 0.07% -565 Timeline JMUB 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: 16,450 shares; 2024Q4: 19,074 shares; 2025Q1: 17,056 shares; 2025Q2: 15,579 shares; 2025Q3: 7,386 shares; 2025Q4: 14,794 shares 14,794 $747K 0.07% +7,408 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,798 shares; 2025Q3: 13,248 shares; 2025Q4: 16,248 shares 16,248 $741K 0.06% +3,000 Timeline LAKK LLC LAKK LLC More: the full row for LAKK LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares 1 $740K 0.06% new XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,574 shares; 2024Q4: 13,718 shares; 2025Q1: 13,426 shares; 2025Q2: 12,892 shares; 2025Q3: 8,298 shares; 2025Q4: 16,480 shares 16,480 $737K 0.06% +8,182 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 4,472 shares; 2025Q1: 5,418 shares; 2025Q2: 4,889 shares; 2025Q3: 5,847 shares; 2025Q4: 5,570 shares 5,570 $733K 0.06% -277 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,771 shares; 2024Q4: 14,782 shares; 2025Q1: 14,435 shares; 2025Q2: 14,868 shares; 2025Q3: 14,173 shares; 2025Q4: 13,602 shares 13,602 $732K 0.06% -571 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,575 shares; 2025Q1: 3,147 shares; 2025Q2: 2,788 shares; 2025Q3: 2,857 shares; 2025Q4: 2,388 shares 2,388 $726K 0.06% -469 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,439 shares; 2025Q1: 1,279 shares; 2025Q2: 757 shares; 2025Q3: 952 shares; 2025Q4: 962 shares 962 $725K 0.06% +10 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: 6,062 shares; 2024Q4: 6,062 shares; 2025Q1: 6,735 shares; 2025Q2: 6,657 shares; 2025Q3: 9,795 shares; 2025Q4: 8,568 shares 8,568 $725K 0.06% -1,227 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,705 shares; 2025Q4: 14,263 shares 14,263 $724K 0.06% +5,558 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,196 shares; 2024Q4: 46,196 shares; 2025Q1: 46,196 shares; 2025Q2: 42,009 shares; 2025Q3: 41,380 shares; 2025Q4: 41,380 shares 41,380 $720K 0.06% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,893 shares; 2024Q4: 4,893 shares; 2025Q1: 5,069 shares; 2025Q2: 4,986 shares; 2025Q3: 4,984 shares; 2025Q4: 5,024 shares 5,024 $720K 0.06% +40 Timeline VCSH 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: 6,957 shares; 2024Q4: 7,303 shares; 2025Q1: 7,303 shares; 2025Q2: 10,706 shares; 2025Q3: 8,836 shares; 2025Q4: 8,978 shares 8,978 $716K 0.06% +142 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,849 shares; 2024Q4: 21,548 shares; 2025Q1: 22,168 shares; 2025Q2: 21,838 shares; 2025Q3: 16,076 shares; 2025Q4: 13,404 shares 13,404 $715K 0.06% -2,672 Timeline JIRE 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: 5,277 shares; 2024Q4: 5,334 shares; 2025Q1: 4,678 shares; 2025Q2: 5,788 shares; 2025Q3: 9,608 shares; 2025Q4: 9,533 shares 9,533 $714K 0.06% -75 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,020 shares; 2025Q1: 951 shares; 2025Q2: 1,643 shares; 2025Q3: 1,484 shares; 2025Q4: 2,589 shares 2,589 $713K 0.06% +1,105 Timeline Dale Distribution Center LLC Dale Distribution Center LLC More: the full row for Dale Distribution Center LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares 1 $712K 0.06% new ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,337 shares; 2025Q1: 3,460 shares; 2025Q2: 3,530 shares; 2025Q3: 3,661 shares; 2025Q4: 2,887 shares 2,887 $711K 0.06% -774 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,065 shares; 2024Q4: 11,510 shares; 2025Q1: 10,729 shares; 2025Q2: 10,049 shares; 2025Q3: 9,849 shares; 2025Q4: 15,949 shares 15,949 $706K 0.06% +6,100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 628 shares; 2025Q1: 644 shares; 2025Q2: 1,827 shares; 2025Q3: 1,720 shares; 2025Q4: 1,706 shares 1,706 $704K 0.06% -14 Timeline 110 Rio Bravo LLC 110 Rio Bravo LLC More: the full row for 110 Rio Bravo LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares 1 $700K 0.06% new BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,917 shares; 2024Q4: 30,667 shares; 2025Q1: 29,667 shares; 2025Q2: 29,667 shares; 2025Q3: 29,667 shares; 2025Q4: 30,667 shares 30,667 $700K 0.06% +1,000 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 1,886 shares; 2025Q1: 1,933 shares; 2025Q2: 1,996 shares; 2025Q3: 2,055 shares; 2025Q4: 2,064 shares 2,064 $697K 0.06% +9 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 20,036 shares; 2025Q1: 24,786 shares; 2025Q2: 24,036 shares; 2025Q3: 25,036 shares; 2025Q4: 26,536 shares 26,536 $696K 0.06% +1,500 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 9,061 shares; 2025Q1: 10,505 shares; 2025Q2: 13,087 shares; 2025Q3: 9,729 shares; 2025Q4: 9,448 shares 9,448 $694K 0.06% -281 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 5,618 shares; 2025Q1: 4,948 shares; 2025Q2: 5,910 shares; 2025Q3: 6,205 shares; 2025Q4: 6,862 shares 6,862 $692K 0.06% +657 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 3,693 shares; 2025Q1: 4,521 shares; 2025Q2: 6,099 shares; 2025Q3: 5,836 shares; 2025Q4: 4,249 shares 4,249 $688K 0.06% -1,587 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 3,721 shares; 2025Q1: 3,866 shares; 2025Q2: 3,927 shares; 2025Q3: 3,760 shares; 2025Q4: 3,494 shares 3,494 $678K 0.06% -266 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,309 shares; 2024Q4: 7,187 shares; 2025Q1: 7,187 shares; 2025Q2: 6,309 shares; 2025Q3: 6,309 shares; 2025Q4: 6,309 shares 6,309 $677K 0.06% 0 Timeline SLYG 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: 5,368 shares; 2024Q4: 5,271 shares; 2025Q1: 5,644 shares; 2025Q2: 8,588 shares; 2025Q3: 7,367 shares; 2025Q4: 7,120 shares 7,120 $671K 0.06% -247 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,686 shares; 2025Q1: 1,614 shares; 2025Q2: 3,073 shares; 2025Q3: 2,986 shares; 2025Q4: 2,745 shares 2,745 $665K 0.06% -241 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 7,152 shares; 2025Q2: 7,432 shares; 2025Q3: 8,337 shares; 2025Q4: 8,737 shares 8,737 $662K 0.06% +400 Timeline IGF 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: 10,270 shares; 2025Q2: 10,324 shares; 2025Q3: 10,259 shares; 2025Q4: 10,783 shares 10,783 $662K 0.06% +524 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 8,439 shares; 2025Q1: 15,157 shares; 2025Q2: 15,157 shares; 2025Q3: 28,460 shares; 2025Q4: 30,679 shares 30,679 $661K 0.06% +2,219 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 10,604 shares; 2025Q3: 10,604 shares; 2025Q4: 18,021 shares 18,021 $659K 0.06% +7,417 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 2,841 shares; 2025Q1: 2,938 shares; 2025Q2: 2,833 shares; 2025Q3: 2,005 shares; 2025Q4: 1,881 shares 1,881 $658K 0.06% -124 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,205 shares; 2024Q4: 9,075 shares; 2025Q1: 9,146 shares; 2025Q2: 9,312 shares; 2025Q3: 5,160 shares; 2025Q4: 5,382 shares 5,382 $655K 0.06% +222 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 431 shares; 2025Q1: 560 shares; 2025Q2: 817 shares; 2025Q3: 707 shares; 2025Q4: 4,270 shares 4,270 $654K 0.06% +3,563 Timeline TLT 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: 7,263 shares; 2024Q4: 5,005 shares; 2025Q1: 6,607 shares; 2025Q2: 4,001 shares; 2025Q3: 3,788 shares; 2025Q4: 7,499 shares 7,499 $654K 0.06% +3,711 Timeline ESGD 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: 7,380 shares; 2024Q4: 7,280 shares; 2025Q1: 7,280 shares; 2025Q2: 7,280 shares; 2025Q3: 7,280 shares; 2025Q4: 6,845 shares 6,845 $651K 0.06% -435 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 784 shares; 2025Q1: 731 shares; 2025Q2: 946 shares; 2025Q3: 957 shares; 2025Q4: 1,537 shares 1,537 $649K 0.06% +580 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,765 shares; 2024Q4: 31,419 shares; 2025Q1: 33,019 shares; 2025Q2: 15,060 shares; 2025Q3: 14,128 shares; 2025Q4: 13,138 shares 13,138 $646K 0.06% -990 Timeline PAVE 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: 15,920 shares; 2024Q4: 14,585 shares; 2025Q1: 15,217 shares; 2025Q2: 14,683 shares; 2025Q3: 13,075 shares; 2025Q4: 13,494 shares 13,494 $645K 0.06% +419 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,113 shares; 2024Q4: 10,382 shares; 2025Q1: 15,000 shares; 2025Q2: 10,332 shares; 2025Q3: 12,414 shares; 2025Q4: 10,095 shares 10,095 $643K 0.06% -2,319 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 488 shares; 2025Q1: 536 shares; 2025Q2: 5,731 shares; 2025Q3: 7,467 shares; 2025Q4: 7,038 shares 7,038 $642K 0.06% -429 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,937 shares; 2024Q4: 4,956 shares; 2025Q1: 4,125 shares; 2025Q2: 7,196 shares; 2025Q3: 5,696 shares; 2025Q4: 6,107 shares 6,107 $632K 0.06% +411 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,180 shares; 2024Q4: 6,962 shares; 2025Q1: 6,962 shares; 2025Q2: 10,189 shares; 2025Q3: 10,042 shares; 2025Q4: 10,042 shares 10,042 $627K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,370 shares; 2024Q4: 36,216 shares; 2025Q1: 25,434 shares; 2025Q2: 16,632 shares; 2025Q3: 16,947 shares; 2025Q4: 13,631 shares 13,631 $620K 0.05% -3,316 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,578 shares; 2024Q4: 18,578 shares; 2025Q1: 22,976 shares; 2025Q2: 26,655 shares; 2025Q3: 26,259 shares; 2025Q4: 30,573 shares 30,573 $618K 0.05% +4,314 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,292 shares; 2024Q4: 5,288 shares; 2025Q1: 4,329 shares; 2025Q2: 4,416 shares; 2025Q3: 5,056 shares; 2025Q4: 6,064 shares 6,064 $618K 0.05% +1,008 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,004 shares; 2024Q4: 10,997 shares; 2025Q1: 11,204 shares; 2025Q2: 11,074 shares; 2025Q3: 11,218 shares; 2025Q4: 11,660 shares 11,660 $616K 0.05% +442 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,389 shares; 2024Q4: 5,952 shares; 2025Q1: 5,848 shares; 2025Q2: 5,820 shares; 2025Q3: 5,891 shares; 2025Q4: 5,836 shares 5,836 $615K 0.05% -55 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,261 shares; 2025Q1: 1,288 shares; 2025Q2: 1,281 shares; 2025Q3: 1,159 shares; 2025Q4: 1,566 shares 1,566 $612K 0.05% +407 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,960 shares; 2024Q4: 41,934 shares; 2025Q1: 41,899 shares; 2025Q2: 40,059 shares; 2025Q3: 53,586 shares; 2025Q4: 54,267 shares 54,267 $610K 0.05% +681 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,667 shares; 2024Q4: 16,758 shares; 2025Q1: 20,707 shares; 2025Q2: 20,773 shares; 2025Q3: 20,773 shares; 2025Q4: 19,015 shares 19,015 $610K 0.05% -1,758 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 3,496 shares; 2025Q1: 3,680 shares; 2025Q2: 3,496 shares; 2025Q3: 3,496 shares; 2025Q4: 3,496 shares 3,496 $609K 0.05% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,628 shares; 2024Q4: 7,141 shares; 2025Q1: 16,248 shares; 2025Q2: 18,016 shares; 2025Q3: 20,941 shares; 2025Q4: 12,206 shares 12,206 $609K 0.05% -8,735 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,484 shares; 2024Q4: 10,485 shares; 2025Q1: 11,025 shares; 2025Q2: 10,933 shares; 2025Q3: 7,547 shares; 2025Q4: 8,248 shares 8,248 $606K 0.05% +701 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,552 shares; 2024Q4: 21,166 shares; 2025Q1: 30,137 shares; 2025Q2: 18,355 shares; 2025Q3: 10,654 shares; 2025Q4: 18,529 shares 18,529 $604K 0.05% +7,875 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 3,444 shares; 2025Q1: 3,369 shares; 2025Q2: 3,280 shares; 2025Q3: 3,408 shares; 2025Q4: 1,774 shares 1,774 $603K 0.05% -1,634 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 2,450 shares; 2025Q1: 2,189 shares; 2025Q2: 2,464 shares; 2025Q3: 2,248 shares; 2025Q4: 2,435 shares 2,435 $601K 0.05% +187 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 1,325 shares; 2025Q1: 3,428 shares; 2025Q2: 4,295 shares; 2025Q3: 4,089 shares; 2025Q4: 4,077 shares 4,077 $598K 0.05% -12 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: 5,578 shares; 2024Q4: 6,878 shares; 2025Q1: 6,799 shares; 2025Q2: 7,684 shares; 2025Q3: 7,567 shares; 2025Q4: 8,993 shares 8,993 $597K 0.05% +1,426 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,206 shares; 2024Q4: 8,792 shares; 2025Q1: 10,679 shares; 2025Q2: 7,604 shares; 2025Q3: 10,505 shares; 2025Q4: 7,184 shares 7,184 $595K 0.05% -3,321 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,483 shares; 2025Q1: 5,000 shares; 2025Q2: 6,446 shares; 2025Q3: 11,145 shares; 2025Q4: 11,602 shares 11,602 $595K 0.05% +457 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 4,407 shares; 2025Q1: 5,168 shares; 2025Q2: 5,415 shares; 2025Q3: 5,363 shares; 2025Q4: 5,267 shares 5,267 $595K 0.05% -96 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 2,786 shares; 2025Q2: 2,793 shares; 2025Q3: 2,838 shares; 2025Q4: 2,838 shares 2,838 $593K 0.05% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,357 shares; 2025Q1: 2,360 shares; 2025Q2: 2,315 shares; 2025Q3: 2,296 shares; 2025Q4: 2,356 shares 2,356 $591K 0.05% +60 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,459 shares; 2024Q4: 4,175 shares; 2025Q1: 3,550 shares; 2025Q2: 3,161 shares; 2025Q3: 2,576 shares; 2025Q4: 2,571 shares 2,571 $589K 0.05% -5 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,513 shares; 2024Q4: 12,833 shares; 2025Q1: 12,700 shares; 2025Q2: 12,715 shares; 2025Q3: 12,348 shares; 2025Q4: 12,345 shares 12,345 $582K 0.05% -3 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,894 shares; 2024Q4: 3,914 shares; 2025Q1: 3,957 shares; 2025Q2: 4,112 shares; 2025Q3: 6,510 shares; 2025Q4: 6,790 shares 6,790 $580K 0.05% +280 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,795 shares; 2024Q4: 4,186 shares; 2025Q1: 3,947 shares; 2025Q2: 3,959 shares; 2025Q3: 4,078 shares; 2025Q4: 4,524 shares 4,524 $578K 0.05% +446 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 2,828 shares; 2025Q1: 2,856 shares; 2025Q2: 2,864 shares; 2025Q3: 2,604 shares; 2025Q4: 2,725 shares 2,725 $577K 0.05% +121 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 2,729 shares; 2025Q1: 1,895 shares; 2025Q2: 1,836 shares; 2025Q3: 1,851 shares; 2025Q4: 1,854 shares 1,854 $575K 0.05% +3 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 477 shares; 2025Q1: 489 shares; 2025Q2: 1,346 shares; 2025Q3: 12,083 shares; 2025Q4: 12,410 shares 12,410 $574K 0.05% +327 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 4,636 shares; 2025Q1: 4,582 shares; 2025Q2: 4,369 shares; 2025Q3: 4,523 shares; 2025Q4: 5,067 shares 5,067 $568K 0.05% +544 Timeline PFFD 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: 39,769 shares; 2024Q4: 36,814 shares; 2025Q1: 33,462 shares; 2025Q2: 29,932 shares; 2025Q3: 29,932 shares; 2025Q4: 29,932 shares 29,932 $566K 0.05% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,678 shares; 2024Q4: 8,140 shares; 2025Q1: 8,190 shares; 2025Q2: 7,655 shares; 2025Q3: 6,289 shares; 2025Q4: 6,250 shares 6,250 $565K 0.05% -39 Timeline EFG 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: 10,147 shares; 2024Q4: 10,548 shares; 2025Q1: 8,437 shares; 2025Q2: 8,483 shares; 2025Q3: 6,235 shares; 2025Q4: 4,954 shares 4,954 $564K 0.05% -1,281 Timeline FLMI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 13,522 shares; 2025Q1: 18,302 shares; 2025Q2: 18,142 shares; 2025Q3: 18,142 shares; 2025Q4: 22,589 shares 22,589 $562K 0.05% +4,447 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 896 shares; 2025Q1: 913 shares; 2025Q2: 1,137 shares; 2025Q3: 1,136 shares; 2025Q4: 1,143 shares 1,143 $561K 0.05% +7 Timeline IAGG 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: 10,700 shares; 2024Q4: 10,585 shares; 2025Q1: 7,098 shares; 2025Q2: 7,447 shares; 2025Q3: 11,110 shares; 2025Q4: 11,185 shares 11,185 $559K 0.05% +75 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 5,368 shares; 2025Q1: 5,536 shares; 2025Q2: 5,163 shares; 2025Q3: 5,585 shares; 2025Q4: 5,579 shares 5,579 $557K 0.05% -6 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 4,177 shares; 2025Q1: 4,143 shares; 2025Q2: 4,170 shares; 2025Q3: 5,654 shares; 2025Q4: 4,845 shares 4,845 $555K 0.05% -809 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 942 shares; 2025Q1: 919 shares; 2025Q2: 845 shares; 2025Q3: 874 shares; 2025Q4: 836 shares 836 $554K 0.05% -38 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,187 shares; 2024Q4: 9,606 shares; 2025Q1: 10,358 shares; 2025Q2: 10,464 shares; 2025Q3: 9,679 shares; 2025Q4: 9,823 shares 9,823 $554K 0.05% +144 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,076 shares; 2024Q4: 6,050 shares; 2025Q1: 6,419 shares; 2025Q2: 7,538 shares; 2025Q3: 7,486 shares; 2025Q4: 6,599 shares 6,599 $553K 0.05% -887 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,997 shares; 2024Q4: 11,497 shares; 2025Q1: 11,497 shares; 2025Q2: 10,997 shares; 2025Q3: 10,997 shares; 2025Q4: 10,997 shares 10,997 $551K 0.05% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,430 shares; 2024Q4: 3,225 shares; 2025Q1: 3,536 shares; 2025Q2: 3,316 shares; 2025Q3: 3,381 shares; 2025Q4: 3,378 shares 3,378 $550K 0.05% -3 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 42,413 shares 42,413 $546K 0.05% +41,700 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,195 shares; 2025Q1: 4,868 shares; 2025Q2: 13,309 shares; 2025Q3: 13,309 shares; 2025Q4: 14,342 shares 14,342 $542K 0.05% +1,033 Timeline SDY 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: 5,936 shares; 2024Q4: 5,181 shares; 2025Q1: 5,100 shares; 2025Q2: 4,866 shares; 2025Q3: 4,839 shares; 2025Q4: 3,874 shares 3,874 $539K 0.05% -965 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 5,764 shares; 2025Q2: 7,160 shares; 2025Q3: 9,839 shares; 2025Q4: 10,259 shares 10,259 $539K 0.05% +420 Timeline IGIB 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: 7,322 shares; 2024Q4: 8,807 shares; 2025Q1: 9,464 shares; 2025Q2: 8,961 shares; 2025Q3: 6,667 shares; 2025Q4: 9,984 shares 9,984 $538K 0.05% +3,317 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,078 shares; 2024Q4: 11,078 shares; 2025Q1: 11,078 shares; 2025Q2: 11,078 shares; 2025Q3: 10,882 shares; 2025Q4: 11,382 shares 11,382 $533K 0.05% +500 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,009 shares; 2024Q4: 7,180 shares; 2025Q1: 7,513 shares; 2025Q2: 7,616 shares; 2025Q3: 6,973 shares; 2025Q4: 6,744 shares 6,744 $532K 0.05% -229 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 1,570 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares 1,688 $531K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,802 shares; 2025Q1: 2,539 shares; 2025Q2: 2,224 shares; 2025Q3: 2,068 shares; 2025Q4: 4,450 shares 4,450 $531K 0.05% +2,382 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,509 shares; 2024Q4: 12,549 shares; 2025Q1: 11,982 shares; 2025Q2: 16,187 shares; 2025Q3: 14,716 shares; 2025Q4: 2,863 shares 2,863 $531K 0.05% -11,853 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,919 shares; 2024Q4: 5,857 shares; 2025Q1: 6,107 shares; 2025Q2: 6,316 shares; 2025Q3: 6,375 shares; 2025Q4: 7,199 shares 7,199 $530K 0.05% +824 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,194 shares; 2024Q4: 6,112 shares; 2025Q1: 5,822 shares; 2025Q2: 5,561 shares; 2025Q3: 5,428 shares; 2025Q4: 5,154 shares 5,154 $528K 0.05% -274 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,471 shares; 2024Q4: 9,009 shares; 2025Q1: 8,753 shares; 2025Q2: 8,269 shares; 2025Q3: 5,907 shares; 2025Q4: 5,643 shares 5,643 $525K 0.05% -264 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 3,234 shares; 2025Q1: 3,205 shares; 2025Q2: 3,978 shares; 2025Q3: 4,950 shares; 2025Q4: 5,309 shares 5,309 $523K 0.05% +359 Timeline VFLO 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: 2,007 shares; 2024Q4: 5,773 shares; 2025Q1: 12,684 shares; 2025Q2: 12,442 shares; 2025Q3: 12,675 shares; 2025Q4: 13,275 shares 13,275 $523K 0.05% +600 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,719 shares; 2025Q1: 3,726 shares; 2025Q2: 3,726 shares; 2025Q3: 3,694 shares; 2025Q4: 3,694 shares 3,694 $521K 0.05% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 430 shares; 2025Q2: 390 shares; 2025Q3: 382 shares; 2025Q4: 373 shares 373 $520K 0.05% -9 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,315 shares; 2024Q4: 7,087 shares; 2025Q1: 5,928 shares; 2025Q2: 5,289 shares; 2025Q3: 2,905 shares; 2025Q4: 2,941 shares 2,941 $516K 0.05% +36 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,401 shares; 2025Q3: 13,536 shares; 2025Q4: 15,504 shares 15,504 $516K 0.05% +1,968 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,012 shares; 2024Q4: 14,521 shares; 2025Q1: 14,159 shares; 2025Q2: 11,898 shares; 2025Q3: 9,550 shares; 2025Q4: 11,632 shares 11,632 $516K 0.05% +2,082 Timeline PDP 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,578 shares; 2024Q4: 4,578 shares; 2025Q1: 4,522 shares; 2025Q2: 4,522 shares; 2025Q3: 4,468 shares; 2025Q4: 4,421 shares 4,421 $515K 0.05% -47 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,605 shares; 2025Q1: 2,269 shares; 2025Q2: 2,696 shares; 2025Q3: 2,696 shares; 2025Q4: 2,896 shares 2,896 $514K 0.04% +200 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,337 shares; 2024Q4: 9,682 shares; 2025Q1: 7,906 shares; 2025Q2: 7,695 shares; 2025Q3: 7,414 shares; 2025Q4: 6,467 shares 6,467 $511K 0.04% -947 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,217 shares; 2025Q1: 4,084 shares; 2025Q2: 6,813 shares; 2025Q3: 4,957 shares; 2025Q4: 4,834 shares 4,834 $511K 0.04% -123 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 4,732 shares; 2025Q1: 4,605 shares; 2025Q2: 5,174 shares; 2025Q3: 5,657 shares; 2025Q4: 5,522 shares 5,522 $510K 0.04% -135 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,029 shares; 2024Q4: 30,507 shares; 2025Q1: 25,970 shares; 2025Q2: 25,063 shares; 2025Q3: 26,844 shares; 2025Q4: 16,986 shares 16,986 $508K 0.04% -9,858 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,928 shares; 2024Q4: 5,678 shares; 2025Q1: 4,636 shares; 2025Q2: 4,778 shares; 2025Q3: 4,103 shares; 2025Q4: 5,074 shares 5,074 $507K 0.04% +971 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,619 shares; 2025Q2: 2,734 shares; 2025Q3: 2,738 shares; 2025Q4: 2,738 shares 2,738 $507K 0.04% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 1,742 shares; 2025Q1: 2,827 shares; 2025Q2: 3,245 shares; 2025Q3: 2,627 shares; 2025Q4: 3,139 shares 3,139 $506K 0.04% +512 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,227 shares; 2024Q4: 3,189 shares; 2025Q1: 3,285 shares; 2025Q2: 2,844 shares; 2025Q3: 2,843 shares; 2025Q4: 3,105 shares 3,105 $505K 0.04% +262 Timeline CWI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 595 shares; 2025Q2: 10,397 shares; 2025Q3: 10,397 shares; 2025Q4: 13,993 shares 13,993 $503K 0.04% +3,596 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 2,842 shares; 2025Q1: 5,098 shares; 2025Q2: 3,719 shares; 2025Q3: 4,689 shares; 2025Q4: 4,194 shares 4,194 $500K 0.04% -495 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,328 shares; 2025Q1: 1,082 shares; 2025Q2: 1,362 shares; 2025Q3: 1,511 shares; 2025Q4: 1,549 shares 1,549 $500K 0.04% +38 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: 5,902 shares; 2024Q4: 5,921 shares; 2025Q1: 5,764 shares; 2025Q2: 6,401 shares; 2025Q3: 7,955 shares; 2025Q4: 9,479 shares 9,479 $496K 0.04% +1,524 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,608 shares; 2025Q1: 1,630 shares; 2025Q2: 1,614 shares; 2025Q3: 1,539 shares; 2025Q4: 1,412 shares 1,412 $495K 0.04% -127 Timeline SCHF 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: 10,255 shares; 2024Q4: 23,268 shares; 2025Q1: 16,063 shares; 2025Q2: 22,457 shares; 2025Q3: 21,955 shares; 2025Q4: 20,517 shares 20,517 $493K 0.04% -1,438 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,753 shares; 2024Q4: 9,510 shares; 2025Q1: 10,270 shares; 2025Q2: 10,548 shares; 2025Q3: 10,716 shares; 2025Q4: 10,694 shares 10,694 $491K 0.04% -22 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,236 shares; 2024Q4: 5,362 shares; 2025Q1: 6,085 shares; 2025Q2: 5,946 shares; 2025Q3: 6,708 shares; 2025Q4: 6,866 shares 6,866 $490K 0.04% +158 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 1,844 shares; 2025Q1: 2,465 shares; 2025Q2: 6,009 shares; 2025Q3: 6,009 shares; 2025Q4: 7,398 shares 7,398 $488K 0.04% +1,389 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 2,132 shares; 2025Q1: 2,208 shares; 2025Q2: 2,018 shares; 2025Q3: 2,292 shares; 2025Q4: 1,772 shares 1,772 $488K 0.04% -520 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,354 shares; 2024Q4: 8,938 shares; 2025Q1: 9,728 shares; 2025Q2: 10,361 shares; 2025Q3: 13,632 shares; 2025Q4: 17,181 shares 17,181 $485K 0.04% +3,549 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 12,555 shares; 2025Q1: 14,095 shares; 2025Q2: 14,095 shares; 2025Q3: 34,095 shares; 2025Q4: 37,395 shares 37,395 $482K 0.04% +3,300 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,079 shares; 2024Q4: 13,079 shares; 2025Q1: 13,079 shares; 2025Q2: 13,079 shares; 2025Q3: 13,079 shares; 2025Q4: 10,889 shares 10,889 $481K 0.04% -2,190 Timeline VCLT 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: 5,869 shares; 2024Q4: 5,869 shares; 2025Q1: 5,869 shares; 2025Q2: 5,869 shares; 2025Q3: 6,334 shares; 2025Q4: 6,334 shares 6,334 $480K 0.04% 0 Timeline INCM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,336 shares; 2024Q4: 16,336 shares; 2025Q1: 15,746 shares; 2025Q2: 15,941 shares; 2025Q3: 17,040 shares; 2025Q4: 17,040 shares 17,040 $478K 0.04% 0 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,267 shares; 2024Q4: 6,267 shares; 2025Q1: 6,075 shares; 2025Q2: 6,075 shares; 2025Q3: 6,075 shares; 2025Q4: 6,075 shares 6,075 $478K 0.04% 0 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 5,943 shares; 2025Q1: 7,983 shares; 2025Q2: 7,983 shares; 2025Q3: 7,983 shares; 2025Q4: 9,033 shares 9,033 $478K 0.04% +1,050 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,100 shares; 2024Q4: 9,100 shares; 2025Q1: 12,129 shares; 2025Q2: 12,129 shares; 2025Q3: 12,129 shares; 2025Q4: 13,349 shares 13,349 $476K 0.04% +1,220 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000 $474K 0.04% 0 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,950 shares; 2024Q4: 10,950 shares; 2025Q1: 15,525 shares; 2025Q2: 15,525 shares; 2025Q3: 15,525 shares; 2025Q4: 15,624 shares 15,624 $473K 0.04% +99 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,347 shares; 2025Q3: 5,798 shares; 2025Q4: 6,651 shares 6,651 $472K 0.04% +853 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 930 shares; 2025Q1: 950 shares; 2025Q2: 2,323 shares; 2025Q3: 2,362 shares; 2025Q4: 2,295 shares 2,295 $472K 0.04% -67 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 728 shares; 2025Q1: 828 shares; 2025Q2: 458 shares; 2025Q3: 409 shares; 2025Q4: 439 shares 439 $470K 0.04% +30 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares 6,800 $466K 0.04% 0 Timeline SHYG 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: 7,198 shares; 2024Q4: 8,982 shares; 2025Q1: 10,115 shares; 2025Q2: 10,799 shares; 2025Q3: 10,765 shares; 2025Q4: 10,833 shares 10,833 $464K 0.04% +68 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,417 shares; 2024Q4: 3,471 shares; 2025Q1: 3,161 shares; 2025Q2: 3,178 shares; 2025Q3: 3,023 shares; 2025Q4: 3,001 shares 3,001 $464K 0.04% -22 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 267 shares; 2025Q1: 235 shares; 2025Q2: 234 shares; 2025Q3: 231 shares; 2025Q4: 230 shares 230 $463K 0.04% -1 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,538 shares; 2025Q1: 1,809 shares; 2025Q2: 1,677 shares; 2025Q3: 1,614 shares; 2025Q4: 1,602 shares 1,602 $463K 0.04% -12 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,702 shares; 2025Q1: 2,836 shares; 2025Q2: 2,713 shares; 2025Q3: 2,820 shares; 2025Q4: 2,840 shares 2,840 $460K 0.04% +20 Timeline TFLO 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: 25,150 shares; 2024Q4: 25,021 shares; 2025Q1: 28,505 shares; 2025Q2: 12,964 shares; 2025Q3: 14,126 shares; 2025Q4: 9,102 shares 9,102 $459K 0.04% -5,024 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,303 shares; 2024Q4: 10,072 shares; 2025Q1: 9,992 shares; 2025Q2: 11,335 shares; 2025Q3: 6,974 shares; 2025Q4: 10,951 shares 10,951 $458K 0.04% +3,977 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,635 shares; 2024Q4: 3,358 shares; 2025Q1: 3,132 shares; 2025Q2: 2,525 shares; 2025Q3: 2,443 shares; 2025Q4: 2,243 shares 2,243 $458K 0.04% -200 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: 13,642 shares; 2024Q4: 8,981 shares; 2025Q1: 6,300 shares; 2025Q2: 7,337 shares; 2025Q3: 18,015 shares; 2025Q4: 8,376 shares 8,376 $458K 0.04% -9,639 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,584 shares; 2024Q4: 12,492 shares; 2025Q1: 12,492 shares; 2025Q2: 12,640 shares; 2025Q3: 9,565 shares; 2025Q4: 9,565 shares 9,565 $456K 0.04% 0 Timeline SCHM 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: 5,546 shares; 2024Q4: 16,389 shares; 2025Q1: 15,923 shares; 2025Q2: 15,976 shares; 2025Q3: 15,690 shares; 2025Q4: 15,106 shares 15,106 $454K 0.04% -584 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,400 shares; 2025Q1: 29,747 shares; 2025Q2: 29,149 shares; 2025Q3: 28,781 shares; 2025Q4: 34,134 shares 34,134 $452K 0.04% +5,353 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,032 shares; 2024Q4: 7,032 shares; 2025Q1: 7,552 shares; 2025Q2: 7,333 shares; 2025Q3: 7,548 shares; 2025Q4: 7,592 shares 7,592 $452K 0.04% +44 Timeline SPSB 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: 26,249 shares; 2024Q4: 26,194 shares; 2025Q1: 22,227 shares; 2025Q2: 16,210 shares; 2025Q3: 15,096 shares; 2025Q4: 14,958 shares 14,958 $452K 0.04% -138 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,451 shares; 2025Q2: 6,096 shares; 2025Q3: 8,090 shares; 2025Q4: 7,815 shares 7,815 $451K 0.04% -275 Timeline SPYD 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: 10,147 shares; 2024Q4: 7,582 shares; 2025Q1: 10,075 shares; 2025Q2: 10,330 shares; 2025Q3: 10,330 shares; 2025Q4: 10,404 shares 10,404 $450K 0.04% +74 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 938 shares; 2025Q1: 921 shares; 2025Q2: 945 shares; 2025Q3: 943 shares; 2025Q4: 958 shares 958 $447K 0.04% +15 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,418 shares; 2025Q4: 8,418 shares 8,418 $446K 0.04% 0 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 4,862 shares; 2025Q1: 5,306 shares; 2025Q2: 4,906 shares; 2025Q3: 10,479 shares; 2025Q4: 10,479 shares 10,479 $445K 0.04% 0 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 1,746 shares; 2025Q1: 7,917 shares; 2025Q2: 7,402 shares; 2025Q3: 6,907 shares; 2025Q4: 6,917 shares 6,917 $444K 0.04% +10 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 5,076 shares; 2025Q1: 5,243 shares; 2025Q2: 3,777 shares; 2025Q3: 3,985 shares; 2025Q4: 4,561 shares 4,561 $443K 0.04% +576 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,299 shares; 2024Q4: 9,023 shares; 2025Q1: 8,179 shares; 2025Q2: 8,092 shares; 2025Q3: 6,302 shares; 2025Q4: 3,523 shares 3,523 $443K 0.04% -2,779 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 1,063 shares; 2025Q1: 1,335 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,585 shares 1,585 $442K 0.04% -65 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,732 shares; 2024Q4: 6,711 shares; 2025Q1: 5,222 shares; 2025Q2: 5,143 shares; 2025Q3: 5,143 shares; 2025Q4: 6,343 shares 6,343 $442K 0.04% +1,200 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 10,171 shares; 2025Q3: 11,708 shares; 2025Q4: 11,428 shares 11,428 $441K 0.04% -280 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 9,676 shares; 2025Q1: 9,866 shares; 2025Q2: 9,866 shares; 2025Q3: 6,781 shares; 2025Q4: 12,444 shares 12,444 $440K 0.04% +5,663 Timeline TFI 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: 23,011 shares; 2024Q4: 23,880 shares; 2025Q1: 1,974 shares; 2025Q2: 869 shares; 2025Q3: 2,367 shares; 2025Q4: 9,584 shares 9,584 $438K 0.04% +7,217 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 5,362 shares; 2025Q1: 5,266 shares; 2025Q2: 5,519 shares; 2025Q3: 5,366 shares; 2025Q4: 5,374 shares 5,374 $437K 0.04% +8 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,493 shares; 2025Q1: 693 shares; 2025Q2: 1,851 shares; 2025Q3: 1,210 shares; 2025Q4: 4,081 shares 4,081 $435K 0.04% +2,871 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 11,264 shares; 2025Q1: 11,147 shares; 2025Q2: 11,875 shares; 2025Q3: 11,867 shares; 2025Q4: 9,361 shares 9,361 $435K 0.04% -2,506 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,913 shares; 2024Q4: 2,552 shares; 2025Q1: 2,794 shares; 2025Q2: 3,198 shares; 2025Q3: 3,294 shares; 2025Q4: 4,519 shares 4,519 $435K 0.04% +1,225 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: 15,726 shares; 2024Q4: 16,726 shares; 2025Q1: 21,297 shares; 2025Q2: 9,769 shares; 2025Q3: 9,769 shares; 2025Q4: 10,685 shares 10,685 $434K 0.04% +916 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,435 shares; 2024Q4: 15,435 shares; 2025Q1: 15,435 shares; 2025Q2: 12,356 shares; 2025Q3: 9,274 shares; 2025Q4: 9,274 shares 9,274 $432K 0.04% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,145 shares; 2025Q1: 3,254 shares; 2025Q2: 3,211 shares; 2025Q3: 3,290 shares; 2025Q4: 3,348 shares 3,348 $432K 0.04% +58 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,413 shares; 2024Q4: 6,563 shares; 2025Q1: 6,470 shares; 2025Q2: 6,242 shares; 2025Q3: 6,072 shares; 2025Q4: 6,089 shares 6,089 $427K 0.04% +17 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,051 shares 16,051 $425K 0.04% new Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,613 shares; 2024Q4: 4,613 shares; 2025Q1: 4,613 shares; 2025Q2: 4,613 shares; 2025Q3: 4,613 shares; 2025Q4: 5,963 shares 5,963 $425K 0.04% +1,350 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,991 shares; 2025Q1: 3,669 shares; 2025Q2: 3,347 shares; 2025Q3: 3,514 shares; 2025Q4: 2,989 shares 2,989 $422K 0.04% -525 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: 2,095 shares; 2025Q1: 2,170 shares; 2025Q2: 2,141 shares; 2025Q3: 2,004 shares; 2025Q4: 1,628 shares 1,628 $421K 0.04% -376 Timeline PSK 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: 13,269 shares; 2024Q4: 13,269 shares; 2025Q1: 17,703 shares; 2025Q2: 12,701 shares; 2025Q3: 12,701 shares; 2025Q4: 13,270 shares 13,270 $421K 0.04% +569 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,364 shares; 2025Q1: 1,724 shares; 2025Q2: 1,855 shares; 2025Q3: 1,766 shares; 2025Q4: 1,746 shares 1,746 $418K 0.04% -20 Timeline