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: restricted; 2024Q4: 89,968 shares; 2025Q1: 84,843 shares; 2025Q2: 82,177 shares; 2025Q3: 83,628 shares; 2025Q4: 81,943 shares 81,943 $22.3M 7.32% -1,685 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: restricted; 2024Q4: 116,356 shares; 2025Q1: 111,541 shares; 2025Q2: 110,715 shares; 2025Q3: 114,092 shares; 2025Q4: 102,849 shares 102,849 $19.2M 6.3% -11,243 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: restricted; 2024Q4: 53,746 shares; 2025Q1: 49,462 shares; 2025Q2: 48,881 shares; 2025Q3: 51,333 shares; 2025Q4: 49,398 shares 49,398 $11.4M 3.74% -1,935 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 497,726 shares; 2025Q1: 509,450 shares; 2025Q2: 608,012 shares; 2025Q3: 575,696 shares; 2025Q4: 599,809 shares 599,809 $9.99M 3.28% +24,113 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: restricted; 2024Q4: 31,602 shares; 2025Q1: 29,657 shares; 2025Q2: 28,797 shares; 2025Q3: 28,452 shares; 2025Q4: 27,934 shares 27,934 $8.77M 2.88% -518 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: restricted; 2024Q4: 14,028 shares; 2025Q1: 25,300 shares; 2025Q2: 38,692 shares; 2025Q3: 44,998 shares; 2025Q4: 45,176 shares 45,176 $8.03M 2.64% +178 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: restricted; 2024Q4: 15,761 shares; 2025Q1: 16,556 shares; 2025Q2: 16,889 shares; 2025Q3: 16,575 shares; 2025Q4: 16,071 shares 16,071 $7.23M 2.37% -504 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: restricted; 2024Q4: 14,898 shares; 2025Q1: 13,683 shares; 2025Q2: 13,659 shares; 2025Q3: 13,860 shares; 2025Q4: 14,758 shares 14,758 $7.14M 2.34% +898 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: restricted; 2024Q4: 5,596 shares; 2025Q1: 5,921 shares; 2025Q2: 7,456 shares; 2025Q3: 7,925 shares; 2025Q4: 8,182 shares 8,182 $6.17M 2.03% +257 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: restricted; 2024Q4: 20,640 shares; 2025Q1: 19,862 shares; 2025Q2: 19,928 shares; 2025Q3: 18,585 shares; 2025Q4: 16,825 shares 16,825 $5.82M 1.91% -1,760 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: restricted; 2024Q4: 9,111 shares; 2025Q1: 8,274 shares; 2025Q2: 8,687 shares; 2025Q3: 8,930 shares; 2025Q4: 9,473 shares 9,473 $5.82M 1.91% +543 Timeline GDXJ 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: restricted; 2024Q4: 15,980 shares; 2025Q1: 15,980 shares; 2025Q2: 48,050 shares; 2025Q3: 48,050 shares; 2025Q4: 47,500 shares 47,500 $5.4M 1.78% -550 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: restricted; 2024Q4: 16,186 shares; 2025Q1: 12,957 shares; 2025Q2: 12,347 shares; 2025Q3: 14,343 shares; 2025Q4: 31,521 shares 31,521 $4.54M 1.49% +17,178 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: restricted; 2024Q4: 7,109 shares; 2025Q1: 8,886 shares; 2025Q2: 8,759 shares; 2025Q3: 9,722 shares; 2025Q4: 9,511 shares 9,511 $4.46M 1.46% -211 Timeline ICSH 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: restricted; 2024Q4: 52,743 shares; 2025Q1: 50,956 shares; 2025Q2: 60,251 shares; 2025Q3: 79,552 shares; 2025Q4: 80,179 shares 80,179 $4.06M 1.33% +627 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: restricted; 2024Q4: 4,403 shares; 2025Q1: 4,726 shares; 2025Q2: 4,942 shares; 2025Q3: 5,056 shares; 2025Q4: 5,808 shares 5,808 $3.83M 1.26% +752 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 245,433 shares; 2025Q4: 242,781 shares 242,781 $3.55M 1.17% -2,652 Timeline BITO 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: restricted; 2024Q4: 102,439 shares; 2025Q1: 144,672 shares; 2025Q2: 213,521 shares; 2025Q3: 262,617 shares; 2025Q4: 289,516 shares 289,516 $3.52M 1.16% +26,899 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: restricted; 2024Q4: 3,405 shares; 2025Q1: 3,526 shares; 2025Q2: 4,138 shares; 2025Q3: 5,268 shares; 2025Q4: 5,563 shares 5,563 $3.49M 1.15% +295 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: restricted; 2024Q4: 11,332 shares; 2025Q1: 12,218 shares; 2025Q2: 10,868 shares; 2025Q3: 13,299 shares; 2025Q4: 10,929 shares 10,929 $3.42M 1.12% -2,370 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,379 shares; 2025Q1: 42,320 shares; 2025Q2: 49,491 shares; 2025Q3: 60,908 shares; 2025Q4: 62,786 shares 62,786 $3.21M 1.05% +1,878 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: restricted; 2024Q4: 3,044 shares; 2025Q1: 2,803 shares; 2025Q2: 2,583 shares; 2025Q3: 5,389 shares; 2025Q4: 4,631 shares 4,631 $3.16M 1.04% -758 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: restricted; 2024Q4: 44,360 shares; 2025Q1: 33,081 shares; 2025Q2: 55,798 shares; 2025Q3: 56,592 shares; 2025Q4: 51,634 shares 51,634 $2.83M 0.93% -4,958 Timeline GDX 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: restricted; 2024Q4: 55,113 shares; 2025Q1: 55,113 shares; 2025Q2: 35,013 shares; 2025Q3: 35,013 shares; 2025Q4: 32,962 shares 32,962 $2.83M 0.93% -2,051 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,889 shares; 2025Q2: 7,616 shares; 2025Q3: 13,511 shares; 2025Q4: 13,933 shares 13,933 $2.75M 0.9% +422 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,762 shares; 2025Q1: 17,733 shares; 2025Q2: 17,747 shares; 2025Q3: 15,645 shares; 2025Q4: 16,600 shares 16,600 $2.52M 0.83% +955 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: restricted; 2024Q4: 20,762 shares; 2025Q1: 18,661 shares; 2025Q2: 18,542 shares; 2025Q3: 25,433 shares; 2025Q4: 23,948 shares 23,948 $2.4M 0.79% -1,485 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: restricted; 2024Q4: 21,241 shares; 2025Q1: 18,039 shares; 2025Q2: 14,332 shares; 2025Q3: 20,936 shares; 2025Q4: 20,233 shares 20,233 $2.38M 0.78% -703 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: restricted; 2024Q4: 2,300 shares; 2025Q1: 2,398 shares; 2025Q2: 2,426 shares; 2025Q3: 2,682 shares; 2025Q4: 25,038 shares 25,038 $2.35M 0.77% +22,356 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: restricted; 2024Q4: 19,564 shares; 2025Q1: 24,819 shares; 2025Q2: 30,204 shares; 2025Q3: 28,802 shares; 2025Q4: 27,847 shares 27,847 $2.23M 0.73% -955 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: restricted; 2024Q4: 15,529 shares; 2025Q1: 14,710 shares; 2025Q2: 17,138 shares; 2025Q3: 19,914 shares; 2025Q4: 20,115 shares 20,115 $2.22M 0.73% +201 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: restricted; 2024Q4: 3,591 shares; 2025Q1: 3,469 shares; 2025Q2: 2,338 shares; 2025Q3: 2,401 shares; 2025Q4: 2,542 shares 2,542 $2.19M 0.72% +141 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: restricted; 2024Q4: 27,923 shares; 2025Q1: 22,692 shares; 2025Q2: 22,522 shares; 2025Q3: 22,392 shares; 2025Q4: 21,090 shares 21,090 $2.18M 0.72% -1,302 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: restricted; 2024Q4: 5,823 shares; 2025Q1: 5,973 shares; 2025Q2: 6,064 shares; 2025Q3: 6,603 shares; 2025Q4: 6,768 shares 6,768 $2.18M 0.72% +165 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: restricted; 2024Q4: 7,542 shares; 2025Q1: 7,688 shares; 2025Q2: 8,509 shares; 2025Q3: 9,681 shares; 2025Q4: 17,893 shares 17,893 $2.14M 0.7% +8,212 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: restricted; 2024Q4: 3,801 shares; 2025Q1: 3,519 shares; 2025Q2: 3,222 shares; 2025Q3: 3,192 shares; 2025Q4: 3,090 shares 3,090 $2.12M 0.7% -102 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: restricted; 2024Q4: 19,069 shares; 2025Q1: 16,640 shares; 2025Q2: 18,862 shares; 2025Q3: 23,684 shares; 2025Q4: 24,111 shares 24,111 $2M 0.66% +427 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: restricted; 2024Q4: 18,073 shares; 2025Q1: 15,608 shares; 2025Q2: 13,245 shares; 2025Q3: 10,877 shares; 2025Q4: 12,472 shares 12,472 $1.93M 0.64% +1,595 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: restricted; 2024Q4: 7,253 shares; 2025Q1: 5,822 shares; 2025Q2: 5,752 shares; 2025Q3: 6,091 shares; 2025Q4: 5,708 shares 5,708 $1.91M 0.63% -383 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: restricted; 2024Q4: 11,378 shares; 2025Q1: 8,842 shares; 2025Q2: 9,055 shares; 2025Q3: 11,816 shares; 2025Q4: 12,029 shares 12,029 $1.86M 0.61% +213 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: restricted; 2024Q4: 7,969 shares; 2025Q1: 9,048 shares; 2025Q2: 9,031 shares; 2025Q3: 8,474 shares; 2025Q4: 8,467 shares 8,467 $1.86M 0.61% -7 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,520 shares; 2025Q1: 14,965 shares; 2025Q2: 14,196 shares; 2025Q3: 13,060 shares; 2025Q4: 12,965 shares 12,965 $1.83M 0.6% -95 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,350 shares; 2025Q3: 33,050 shares; 2025Q4: 41,050 shares 41,050 $1.79M 0.59% +8,000 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,684 shares; 2025Q1: 6,352 shares; 2025Q2: 6,619 shares; 2025Q3: 8,359 shares; 2025Q4: 7,706 shares 7,706 $1.74M 0.57% -653 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: restricted; 2024Q4: not reported; 2025Q1: 1,876 shares; 2025Q2: 2,017 shares; 2025Q3: 2,326 shares; 2025Q4: 2,582 shares 2,582 $1.69M 0.55% +256 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: restricted; 2024Q4: 2,388 shares; 2025Q1: 2,658 shares; 2025Q2: 2,728 shares; 2025Q3: 3,054 shares; 2025Q4: 2,814 shares 2,814 $1.61M 0.53% -240 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: restricted; 2024Q4: 10,967 shares; 2025Q1: 12,029 shares; 2025Q2: 12,784 shares; 2025Q3: 13,786 shares; 2025Q4: 12,033 shares 12,033 $1.58M 0.52% -1,753 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: restricted; 2024Q4: 2,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,465 shares; 2025Q4: 9,181 shares 9,181 $1.57M 0.52% -284 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: restricted; 2024Q4: 22,682 shares; 2025Q1: 30,523 shares; 2025Q2: 30,409 shares; 2025Q3: 31,488 shares; 2025Q4: 33,702 shares 33,702 $1.5M 0.49% +2,214 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: restricted; 2024Q4: 1,158 shares; 2025Q1: 1,497 shares; 2025Q2: 1,507 shares; 2025Q3: 1,834 shares; 2025Q4: 1,673 shares 1,673 $1.47M 0.48% -161 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: restricted; 2024Q4: 3,705 shares; 2025Q1: 3,907 shares; 2025Q2: 4,047 shares; 2025Q3: 4,529 shares; 2025Q4: 3,925 shares 3,925 $1.45M 0.48% -604 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: restricted; 2024Q4: 2,523 shares; 2025Q1: 1,668 shares; 2025Q2: 3,991 shares; 2025Q3: 2,598 shares; 2025Q4: 2,888 shares 2,888 $1.41M 0.46% +290 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: restricted; 2024Q4: 2,688 shares; 2025Q1: 3,365 shares; 2025Q2: 3,140 shares; 2025Q3: 2,823 shares; 2025Q4: 2,957 shares 2,957 $1.4M 0.46% +134 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: restricted; 2024Q4: 4,395 shares; 2025Q1: 8,519 shares; 2025Q2: 7,836 shares; 2025Q3: 8,848 shares; 2025Q4: 6,444 shares 6,444 $1.38M 0.45% -2,404 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: restricted; 2024Q4: 18,867 shares; 2025Q1: 17,169 shares; 2025Q2: 15,061 shares; 2025Q3: 19,005 shares; 2025Q4: 21,235 shares 21,235 $1.37M 0.45% +2,230 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,775 shares; 2025Q1: 2,265 shares; 2025Q2: 2,091 shares; 2025Q3: 2,131 shares; 2025Q4: 2,237 shares 2,237 $1.27M 0.42% +106 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,264 shares; 2025Q4: 4,443 shares 4,443 $1.26M 0.41% +179 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,547 shares; 2025Q1: 15,047 shares; 2025Q2: 13,047 shares; 2025Q3: 13,047 shares; 2025Q4: 12,547 shares 12,547 $1.25M 0.41% -500 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: restricted; 2024Q4: 13,166 shares; 2025Q1: 12,328 shares; 2025Q2: 11,222 shares; 2025Q3: 11,327 shares; 2025Q4: 12,044 shares 12,044 $1.2M 0.4% +717 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: restricted; 2024Q4: 7,053 shares; 2025Q1: 5,117 shares; 2025Q2: 4,301 shares; 2025Q3: 4,798 shares; 2025Q4: 4,796 shares 4,796 $1.18M 0.39% -2 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: restricted; 2024Q4: 5,038 shares; 2025Q1: 5,044 shares; 2025Q2: 5,266 shares; 2025Q3: 5,803 shares; 2025Q4: 6,372 shares 6,372 $1.17M 0.39% +569 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: restricted; 2024Q4: 18,496 shares; 2025Q1: 15,650 shares; 2025Q2: 13,533 shares; 2025Q3: 13,042 shares; 2025Q4: 12,896 shares 12,896 $1.15M 0.38% -146 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: restricted; 2024Q4: 5,294 shares; 2025Q1: 5,330 shares; 2025Q2: 8,137 shares; 2025Q3: 5,277 shares; 2025Q4: 5,327 shares 5,327 $1.14M 0.38% +50 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,592 shares; 2025Q1: 3,046 shares; 2025Q2: 3,198 shares; 2025Q3: 3,448 shares; 2025Q4: 3,643 shares 3,643 $1.14M 0.37% +195 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,419 shares 5,419 $1.13M 0.37% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,060 shares; 2025Q1: not reported; 2025Q2: 2,370 shares; 2025Q3: 7,076 shares; 2025Q4: 6,512 shares 6,512 $1.08M 0.36% -564 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: restricted; 2024Q4: 1,575 shares; 2025Q1: 2,087 shares; 2025Q2: 1,937 shares; 2025Q3: 2,250 shares; 2025Q4: 2,514 shares 2,514 $1.06M 0.35% +264 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: restricted; 2024Q4: 14,789 shares; 2025Q1: 14,655 shares; 2025Q2: 17,732 shares; 2025Q3: 21,047 shares; 2025Q4: 20,673 shares 20,673 $1.05M 0.34% -374 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: restricted; 2024Q4: 6,165 shares; 2025Q1: 7,101 shares; 2025Q2: 7,064 shares; 2025Q3: 7,947 shares; 2025Q4: 8,969 shares 8,969 $1.04M 0.34% +1,022 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: restricted; 2024Q4: 33,659 shares; 2025Q1: 31,917 shares; 2025Q2: 33,489 shares; 2025Q3: 33,584 shares; 2025Q4: 33,188 shares 33,188 $1.03M 0.34% -396 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,332 shares 13,332 $1.02M 0.34% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,638 shares 6,638 $1.02M 0.33% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 835 shares 835 $1.01M 0.33% new Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,073 shares; 2025Q1: 60,073 shares; 2025Q2: 95,192 shares; 2025Q3: 95,192 shares; 2025Q4: 95,192 shares 95,192 $978K 0.32% 0 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: restricted; 2024Q4: 1,452 shares; 2025Q1: 1,680 shares; 2025Q2: 1,784 shares; 2025Q3: not reported; 2025Q4: 1,854 shares 1,854 $969K 0.32% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,056 shares 2,056 $957K 0.31% new 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: restricted; 2024Q4: 2,675 shares; 2025Q1: 2,929 shares; 2025Q2: 2,882 shares; 2025Q3: 2,739 shares; 2025Q4: 2,726 shares 2,726 $956K 0.31% -13 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: restricted; 2024Q4: 2,334 shares; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 2,386 shares; 2025Q4: 3,073 shares 3,073 $947K 0.31% +687 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: restricted; 2024Q4: 2,617 shares; 2025Q1: 3,092 shares; 2025Q2: 6,894 shares; 2025Q3: 2,302 shares; 2025Q4: 21,438 shares 21,438 $915K 0.3% +19,136 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,932 shares 7,932 $897K 0.29% new 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: restricted; 2024Q4: 3,235 shares; 2025Q1: 3,440 shares; 2025Q2: 1,018 shares; 2025Q3: 3,631 shares; 2025Q4: 3,841 shares 3,841 $834K 0.27% +210 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: restricted; 2024Q4: 3,660 shares; 2025Q1: 4,316 shares; 2025Q2: 3,818 shares; 2025Q3: 4,603 shares; 2025Q4: 6,268 shares 6,268 $832K 0.27% +1,665 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: restricted; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 2,366 shares; 2025Q3: 2,651 shares; 2025Q4: 4,335 shares 4,335 $828K 0.27% +1,684 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: restricted; 2024Q4: 8,105 shares; 2025Q1: 8,177 shares; 2025Q2: 3,714 shares; 2025Q3: 7,177 shares; 2025Q4: 9,380 shares 9,380 $818K 0.27% +2,203 Timeline MISL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,909 shares 18,909 $809K 0.27% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,538 shares; 2025Q4: 5,008 shares 5,008 $808K 0.27% +470 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,292 shares 29,292 $767K 0.25% new 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: restricted; 2024Q4: 1,638 shares; 2025Q1: 2,292 shares; 2025Q2: 1,623 shares; 2025Q3: 1,886 shares; 2025Q4: 2,372 shares 2,372 $756K 0.25% +486 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 365 shares; 2025Q1: 11,424 shares; 2025Q2: 12,323 shares; 2025Q3: 12,354 shares; 2025Q4: 12,517 shares 12,517 $755K 0.25% +163 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: restricted; 2024Q4: 13,400 shares; 2025Q1: 9,466 shares; 2025Q2: 11,167 shares; 2025Q3: 11,268 shares; 2025Q4: 14,998 shares 14,998 $744K 0.24% +3,730 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,875 shares; 2025Q1: 2,963 shares; 2025Q2: 3,154 shares; 2025Q3: 3,064 shares; 2025Q4: 2,758 shares 2,758 $742K 0.24% -306 Timeline IBB 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: restricted; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 4,484 shares; 2025Q4: 4,397 shares 4,397 $742K 0.24% -87 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,389 shares; 2025Q2: 15,200 shares; 2025Q3: 15,243 shares; 2025Q4: 15,820 shares 15,820 $712K 0.23% +577 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: restricted; 2024Q4: 1,209 shares; 2025Q1: 1,141 shares; 2025Q2: 1,476 shares; 2025Q3: 1,974 shares; 2025Q4: 2,157 shares 2,157 $712K 0.23% +183 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: restricted; 2024Q4: 11,705 shares; 2025Q1: 15,397 shares; 2025Q2: 16,398 shares; 2025Q3: 18,888 shares; 2025Q4: 20,856 shares 20,856 $705K 0.23% +1,968 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: restricted; 2024Q4: 4,885 shares; 2025Q1: 4,765 shares; 2025Q2: 4,582 shares; 2025Q3: 4,438 shares; 2025Q4: 4,324 shares 4,324 $696K 0.23% -114 Timeline FTXL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,351 shares 5,351 $693K 0.23% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,044 shares; 2025Q1: 2,101 shares; 2025Q2: 1,886 shares; 2025Q3: 1,869 shares; 2025Q4: 15,464 shares 15,464 $691K 0.23% +13,595 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: restricted; 2024Q4: 8,374 shares; 2025Q1: 8,634 shares; 2025Q2: 14,437 shares; 2025Q3: 12,030 shares; 2025Q4: 7,500 shares 7,500 $685K 0.23% -4,530 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: restricted; 2024Q4: 2,548 shares; 2025Q1: 2,052 shares; 2025Q2: 2,015 shares; 2025Q3: 2,040 shares; 2025Q4: 2,222 shares 2,222 $658K 0.22% +182 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: restricted; 2024Q4: 40,424 shares; 2025Q1: 47,006 shares; 2025Q2: not reported; 2025Q3: 14,447 shares; 2025Q4: 15,051 shares 15,051 $657K 0.22% +604 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: restricted; 2024Q4: 3,905 shares; 2025Q1: 3,912 shares; 2025Q2: 3,906 shares; 2025Q3: 3,948 shares; 2025Q4: 3,985 shares 3,985 $649K 0.21% +37 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: restricted; 2024Q4: 2,356 shares; 2025Q1: 2,796 shares; 2025Q2: 3,883 shares; 2025Q3: 4,317 shares; 2025Q4: 4,675 shares 4,675 $619K 0.2% +358 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: restricted; 2024Q4: 5,073 shares; 2025Q1: 6,590 shares; 2025Q2: 12,279 shares; 2025Q3: 11,560 shares; 2025Q4: 10,603 shares 10,603 $602K 0.2% -957 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,500 shares; 2025Q4: 49,000 shares 49,000 $601K 0.2% +28,500 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: restricted; 2024Q4: 3,649 shares; 2025Q1: 4,185 shares; 2025Q2: 5,638 shares; 2025Q3: 5,491 shares; 2025Q4: 5,623 shares 5,623 $600K 0.2% +132 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: restricted; 2024Q4: 947 shares; 2025Q1: 890 shares; 2025Q2: 858 shares; 2025Q3: 565 shares; 2025Q4: 555 shares 555 $596K 0.2% -10 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: restricted; 2024Q4: 4,095 shares; 2025Q1: 4,023 shares; 2025Q2: 4,054 shares; 2025Q3: 4,042 shares; 2025Q4: 4,218 shares 4,218 $595K 0.2% +176 Timeline PBW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,833 shares; 2025Q4: 19,324 shares 19,324 $590K 0.19% -3,509 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,127 shares; 2025Q1: 24,127 shares; 2025Q2: 48,897 shares; 2025Q3: 48,897 shares; 2025Q4: 48,897 shares 48,897 $588K 0.19% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,454 shares; 2025Q1: 5,634 shares; 2025Q2: 5,085 shares; 2025Q3: 2,365 shares; 2025Q4: 2,554 shares 2,554 $583K 0.19% +189 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,669 shares; 2025Q1: 51,669 shares; 2025Q2: 51,669 shares; 2025Q3: 51,669 shares; 2025Q4: 51,669 shares 51,669 $572K 0.19% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 7,603 shares; 2025Q2: 7,603 shares; 2025Q3: 7,653 shares; 2025Q4: 7,653 shares 7,653 $563K 0.18% 0 Timeline JEPI 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: restricted; 2024Q4: 4,532 shares; 2025Q1: 6,031 shares; 2025Q2: 6,248 shares; 2025Q3: 8,341 shares; 2025Q4: 9,820 shares 9,820 $562K 0.18% +1,479 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,834 shares 19,834 $557K 0.18% new Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 66,500 shares; 2025Q2: 55,650 shares; 2025Q3: 90,430 shares; 2025Q4: 55,650 shares 55,650 $546K 0.18% -34,780 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,779 shares; 2025Q1: 33,779 shares; 2025Q2: 46,752 shares; 2025Q3: 46,752 shares; 2025Q4: 46,752 shares 46,752 $544K 0.18% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,439 shares; 2025Q1: 9,353 shares; 2025Q2: 8,351 shares; 2025Q3: 8,312 shares; 2025Q4: 8,076 shares 8,076 $543K 0.18% -236 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,359 shares; 2025Q3: 53,359 shares; 2025Q4: 53,359 shares 53,359 $538K 0.18% 0 Timeline SOXX 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: restricted; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 15 shares; 2025Q3: 61 shares; 2025Q4: 1,776 shares 1,776 $535K 0.18% +1,715 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: restricted; 2024Q4: 2,965 shares; 2025Q1: 4,541 shares; 2025Q2: 4,541 shares; 2025Q3: 4,631 shares; 2025Q4: 4,583 shares 4,583 $533K 0.18% -48 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: restricted; 2024Q4: 5,428 shares; 2025Q1: 4,796 shares; 2025Q2: 4,585 shares; 2025Q3: 4,441 shares; 2025Q4: 4,545 shares 4,545 $530K 0.17% +104 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: 835 shares; 2025Q4: 1,303 shares 1,303 $516K 0.17% +468 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: restricted; 2024Q4: 1,168 shares; 2025Q1: 944 shares; 2025Q2: 918 shares; 2025Q3: 920 shares; 2025Q4: 873 shares 873 $499K 0.16% -47 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: restricted; 2024Q4: 7,900 shares; 2025Q1: 7,695 shares; 2025Q2: 5,882 shares; 2025Q3: 4,801 shares; 2025Q4: 4,093 shares 4,093 $493K 0.16% -708 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: restricted; 2024Q4: 784 shares; 2025Q1: 931 shares; 2025Q2: 477 shares; 2025Q3: 724 shares; 2025Q4: 3,593 shares 3,593 $492K 0.16% +2,869 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,495 shares; 2025Q2: 13,175 shares; 2025Q3: 14,175 shares; 2025Q4: 23,786 shares 23,786 $481K 0.16% +9,611 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: restricted; 2024Q4: 9,009 shares; 2025Q1: 9,802 shares; 2025Q2: 9,217 shares; 2025Q3: 8,284 shares; 2025Q4: 8,333 shares 8,333 $480K 0.16% +49 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,055 shares; 2025Q1: 4,513 shares; 2025Q2: 4,462 shares; 2025Q3: 4,796 shares; 2025Q4: 4,559 shares 4,559 $474K 0.16% -237 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: restricted; 2024Q4: 5,937 shares; 2025Q1: 5,743 shares; 2025Q2: 4,901 shares; 2025Q3: 4,902 shares; 2025Q4: 4,720 shares 4,720 $454K 0.15% -182 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: restricted; 2024Q4: 3,371 shares; 2025Q1: 3,606 shares; 2025Q2: 2,693 shares; 2025Q3: 4,053 shares; 2025Q4: 4,008 shares 4,008 $447K 0.15% -45 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: restricted; 2024Q4: 17,183 shares; 2025Q1: 14,874 shares; 2025Q2: 12,198 shares; 2025Q3: 11,403 shares; 2025Q4: 10,846 shares 10,846 $442K 0.15% -557 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: restricted; 2024Q4: 5,477 shares; 2025Q1: 4,981 shares; 2025Q2: not reported; 2025Q3: 5,506 shares; 2025Q4: 6,928 shares 6,928 $441K 0.14% +1,422 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: restricted; 2024Q4: 9,517 shares; 2025Q1: 7,608 shares; 2025Q2: 3,383 shares; 2025Q3: 3,168 shares; 2025Q4: 2,877 shares 2,877 $438K 0.14% -291 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: restricted; 2024Q4: 1,050 shares; 2025Q1: 950 shares; 2025Q2: 1,790 shares; 2025Q3: 2,744 shares; 2025Q4: 3,014 shares 3,014 $425K 0.14% +270 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: restricted; 2024Q4: 444 shares; 2025Q1: 615 shares; 2025Q2: 470 shares; 2025Q3: 4,370 shares; 2025Q4: 4,370 shares 4,370 $425K 0.14% 0 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: restricted; 2024Q4: 11,481 shares; 2025Q1: 11,526 shares; 2025Q2: 7,684 shares; 2025Q3: 6,281 shares; 2025Q4: 6,768 shares 6,768 $423K 0.14% +487 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: restricted; 2024Q4: 2,649 shares; 2025Q1: 2,614 shares; 2025Q2: 2,622 shares; 2025Q3: 2,572 shares; 2025Q4: 3,030 shares 3,030 $422K 0.14% +458 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: restricted; 2024Q4: 10,160 shares; 2025Q1: 14,183 shares; 2025Q2: 16,045 shares; 2025Q3: 14,847 shares; 2025Q4: 14,546 shares 14,546 $420K 0.14% -301 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: restricted; 2024Q4: 6,307 shares; 2025Q1: 5,709 shares; 2025Q2: 5,783 shares; 2025Q3: 6,021 shares; 2025Q4: 6,028 shares 6,028 $419K 0.14% +7 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: restricted; 2024Q4: 969 shares; 2025Q1: 863 shares; 2025Q2: 1,044 shares; 2025Q3: 1,144 shares; 2025Q4: 1,310 shares 1,310 $401K 0.13% +166 Timeline BRLN 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: restricted; 2024Q4: not reported; 2025Q1: 8,835 shares; 2025Q2: 10,047 shares; 2025Q3: 7,737 shares; 2025Q4: 7,755 shares 7,755 $400K 0.13% +18 Timeline QTOP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,235 shares 12,235 $391K 0.13% new 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: restricted; 2024Q4: 8,474 shares; 2025Q1: 8,921 shares; 2025Q2: 9,003 shares; 2025Q3: 8,025 shares; 2025Q4: 8,136 shares 8,136 $391K 0.13% +111 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: restricted; 2024Q4: 25,912 shares; 2025Q1: 23,644 shares; 2025Q2: 18,712 shares; 2025Q3: 17,254 shares; 2025Q4: 15,284 shares 15,284 $380K 0.12% -1,970 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,440 shares; 2025Q4: 3,825 shares 3,825 $379K 0.12% +385 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,239 shares; 2025Q3: 4,569 shares; 2025Q4: 2,608 shares 2,608 $375K 0.12% -1,961 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: restricted; 2024Q4: 1,825 shares; 2025Q1: 2,027 shares; 2025Q2: 1,251 shares; 2025Q3: 3,058 shares; 2025Q4: 3,067 shares 3,067 $369K 0.12% +9 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: restricted; 2024Q4: 365 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 455 shares 455 $368K 0.12% -2 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: restricted; 2024Q4: 884 shares; 2025Q1: 866 shares; 2025Q2: 737 shares; 2025Q3: 748 shares; 2025Q4: 748 shares 748 $362K 0.12% 0 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: restricted; 2024Q4: 2,330 shares; 2025Q1: 2,409 shares; 2025Q2: 2,323 shares; 2025Q3: 3,396 shares; 2025Q4: 2,512 shares 2,512 $361K 0.12% -884 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: restricted; 2024Q4: 4,425 shares; 2025Q1: 4,300 shares; 2025Q2: 3,903 shares; 2025Q3: 4,018 shares; 2025Q4: 4,335 shares 4,335 $354K 0.12% +317 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: restricted; 2024Q4: 792 shares; 2025Q1: 638 shares; 2025Q2: 566 shares; 2025Q3: not reported; 2025Q4: 678 shares 678 $341K 0.11% new 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: restricted; 2024Q4: 1,208 shares; 2025Q1: 1,528 shares; 2025Q2: 2,528 shares; 2025Q3: 2,808 shares; 2025Q4: 3,558 shares 3,558 $335K 0.11% +750 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,408 shares; 2025Q1: 11,408 shares; 2025Q2: 23,015 shares; 2025Q3: 23,015 shares; 2025Q4: 23,015 shares 23,015 $329K 0.11% 0 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: restricted; 2024Q4: 17,394 shares; 2025Q1: 18,258 shares; 2025Q2: 17,734 shares; 2025Q3: not reported; 2025Q4: 17,937 shares 17,937 $327K 0.11% new 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: restricted; 2024Q4: 1,346 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,293 shares; 2025Q4: 1,043 shares 1,043 $317K 0.1% -250 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,013 shares 1,013 $314K 0.1% new Timeline FCVT 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: restricted; 2024Q4: 7,276 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 7,263 shares; 2025Q4: 7,173 shares 7,173 $309K 0.1% -90 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,893 shares; 2025Q4: 3,625 shares 3,625 $305K 0.1% +732 Timeline FEMB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,848 shares; 2025Q3: 9,939 shares; 2025Q4: 9,970 shares 9,970 $297K 0.1% +31 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,917 shares; 2025Q1: 6,450 shares; 2025Q2: 5,608 shares; 2025Q3: 5,185 shares; 2025Q4: 4,564 shares 4,564 $297K 0.1% -621 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: restricted; 2024Q4: 2,239 shares; 2025Q1: 2,089 shares; 2025Q2: 2,230 shares; 2025Q3: 2,041 shares; 2025Q4: 2,025 shares 2,025 $291K 0.1% -16 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: restricted; 2024Q4: 6,939 shares; 2025Q1: 7,298 shares; 2025Q2: 7,077 shares; 2025Q3: 6,708 shares; 2025Q4: 6,750 shares 6,750 $283K 0.09% +42 Timeline TOPT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,845 shares 8,845 $276K 0.09% new 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: restricted; 2024Q4: 4,415 shares; 2025Q1: 5,150 shares; 2025Q2: 2,467 shares; 2025Q3: 3,625 shares; 2025Q4: 5,026 shares 5,026 $270K 0.09% +1,401 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,630 shares; 2025Q1: 2,505 shares; 2025Q2: 5,405 shares; 2025Q3: 12,561 shares; 2025Q4: 6,487 shares 6,487 $262K 0.09% -6,074 Timeline FDG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,059 shares 2,059 $261K 0.09% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,190 shares 5,190 $261K 0.09% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,514 shares 1,514 $261K 0.09% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,764 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,396 shares; 2025Q4: 1,421 shares 1,421 $261K 0.09% +25 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,411 shares; 2025Q1: 10,502 shares; 2025Q2: 10,362 shares; 2025Q3: 10,362 shares; 2025Q4: 11,827 shares 11,827 $260K 0.09% +1,465 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: restricted; 2024Q4: 2,796 shares; 2025Q1: 2,766 shares; 2025Q2: 2,501 shares; 2025Q3: 1,731 shares; 2025Q4: 1,616 shares 1,616 $259K 0.09% -115 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,502 shares; 2025Q1: 20,502 shares; 2025Q2: 20,502 shares; 2025Q3: 20,502 shares; 2025Q4: 20,502 shares 20,502 $258K 0.08% 0 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: restricted; 2024Q4: 1,322 shares; 2025Q1: 1,380 shares; 2025Q2: 1,274 shares; 2025Q3: 1,206 shares; 2025Q4: 1,210 shares 1,210 $257K 0.08% +4 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: restricted; 2024Q4: 1,031 shares; 2025Q1: 1,132 shares; 2025Q2: 1,151 shares; 2025Q3: 1,051 shares; 2025Q4: 1,064 shares 1,064 $257K 0.08% +13 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 238 shares; 2025Q4: 238 shares 238 $255K 0.08% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,204 shares; 2025Q4: 4,324 shares 4,324 $251K 0.08% +120 Timeline BWX 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: restricted; 2024Q4: 7,330 shares; 2025Q1: 11,911 shares; 2025Q2: 12,207 shares; 2025Q3: 10,691 shares; 2025Q4: 10,965 shares 10,965 $247K 0.08% +274 Timeline HGRO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,625 shares 8,625 $245K 0.08% new Timeline VOOV 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: restricted; 2024Q4: 1,146 shares; 2025Q1: 1,148 shares; 2025Q2: 1,146 shares; 2025Q3: 1,148 shares; 2025Q4: 1,148 shares 1,148 $235K 0.08% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,132 shares; 2025Q1: 14,714 shares; 2025Q2: 10,340 shares; 2025Q3: 4,454 shares; 2025Q4: 4,011 shares 4,011 $234K 0.08% -443 Timeline RAAX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 6,700 shares 6,700 $234K 0.08% +5,500 Timeline IWLG NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,305 shares 4,305 $233K 0.08% new 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: restricted; 2024Q4: 4,867 shares; 2025Q1: 5,074 shares; 2025Q2: 4,787 shares; 2025Q3: 5,515 shares; 2025Q4: 1,180 shares 1,180 $230K 0.08% -4,335 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: restricted; 2024Q4: 809 shares; 2025Q1: 836 shares; 2025Q2: 827 shares; 2025Q3: not reported; 2025Q4: 865 shares 865 $229K 0.08% new Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,867 shares; 2025Q1: 24,369 shares; 2025Q2: 24,820 shares; 2025Q3: 25,422 shares; 2025Q4: 25,459 shares 25,459 $227K 0.07% +37 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: restricted; 2024Q4: 1,033 shares; 2025Q1: 1,062 shares; 2025Q2: 1,033 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares 1,062 $222K 0.07% 0 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: restricted; 2024Q4: 5,540 shares; 2025Q1: 8,909 shares; 2025Q2: 4,891 shares; 2025Q3: 8,280 shares; 2025Q4: 8,614 shares 8,614 $222K 0.07% +334 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: restricted; 2024Q4: 1,349 shares; 2025Q1: 1,121 shares; 2025Q2: 1,051 shares; 2025Q3: 1,055 shares; 2025Q4: 957 shares 957 $221K 0.07% -98 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: restricted; 2024Q4: 1,845 shares; 2025Q1: 2,014 shares; 2025Q2: 1,845 shares; 2025Q3: 1,883 shares; 2025Q4: 1,802 shares 1,802 $219K 0.07% -81 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,160 shares; 2025Q1: 19,410 shares; 2025Q2: 19,060 shares; 2025Q3: 19,060 shares; 2025Q4: 16,542 shares 16,542 $210K 0.07% -2,518 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,233 shares 2,233 $208K 0.07% new 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: restricted; 2024Q4: 3,452 shares; 2025Q1: 3,828 shares; 2025Q2: 3,531 shares; 2025Q3: 3,471 shares; 2025Q4: 3,344 shares 3,344 $201K 0.07% -127 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,554 shares; 2025Q3: 15,554 shares; 2025Q4: 15,554 shares 15,554 $197K 0.06% 0 Timeline QYLD 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: restricted; 2024Q4: 7,462 shares; 2025Q1: 7,362 shares; 2025Q2: 7,061 shares; 2025Q3: 8,807 shares; 2025Q4: 11,048 shares 11,048 $195K 0.06% +2,241 Timeline WLTH WEALTHFRONT CORP More: the full row for WEALTHFRONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,300 shares 14,300 $194K 0.06% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 765 shares 765 $193K 0.06% new Timeline XMQTX BLACKROCK MUNIYIELD QLTY II More: the full row for BLACKROCK MUNIYIELD QLTY II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,175 shares; 2025Q1: 19,175 shares; 2025Q2: 19,175 shares; 2025Q3: 19,175 shares; 2025Q4: 19,175 shares 19,175 $193K 0.06% 0 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: restricted; 2024Q4: 2,888 shares; 2025Q1: 2,799 shares; 2025Q2: 2,718 shares; 2025Q3: 2,570 shares; 2025Q4: 2,421 shares 2,421 $173K 0.06% -149 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,250 shares; 2025Q1: 12,250 shares; 2025Q2: 12,250 shares; 2025Q3: 12,250 shares; 2025Q4: 12,250 shares 12,250 $173K 0.06% 0 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,218 shares; 2025Q1: 15,218 shares; 2025Q2: 15,218 shares; 2025Q3: 15,218 shares; 2025Q4: 15,218 shares 15,218 $168K 0.06% 0 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: restricted; 2024Q4: 592 shares; 2025Q1: 607 shares; 2025Q2: 353 shares; 2025Q3: 562 shares; 2025Q4: 563 shares 563 $163K 0.05% +1 Timeline SPHY 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: restricted; 2024Q4: 2,509 shares; 2025Q1: 2,602 shares; 2025Q2: 2,384 shares; 2025Q3: 4,049 shares; 2025Q4: 6,613 shares 6,613 $157K 0.05% +2,564 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: restricted; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 200 shares; 2025Q4: 395 shares 395 $153K 0.05% +195 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: restricted; 2024Q4: 840 shares; 2025Q1: 844 shares; 2025Q2: 870 shares; 2025Q3: 157 shares; 2025Q4: 1,409 shares 1,409 $151K 0.05% +1,252 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: restricted; 2024Q4: 798 shares; 2025Q1: 961 shares; 2025Q2: 443 shares; 2025Q3: 721 shares; 2025Q4: 1,066 shares 1,066 $150K 0.05% +345 Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,120 shares; 2025Q1: 10,120 shares; 2025Q2: 17,338 shares; 2025Q3: 17,338 shares; 2025Q4: 17,338 shares 17,338 $148K 0.05% 0 Timeline XMVFX BLACKROCK MUNIVEST FUND More: the full row for BLACKROCK MUNIVEST FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares 21,000 $146K 0.05% 0 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,652 shares; 2025Q3: 13,652 shares; 2025Q4: 13,652 shares 13,652 $145K 0.05% 0 Timeline BLACKROCK MUN INCOME TR BLACKROCK MUN INCOME TR More: the full row for BLACKROCK MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,550 shares; 2025Q1: 13,550 shares; 2025Q2: 13,550 shares; 2025Q3: 13,550 shares; 2025Q4: 13,550 shares 13,550 $136K 0.04% 0 JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,606 shares; 2025Q1: 20,844 shares; 2025Q2: 21,214 shares; 2025Q3: 21,584 shares; 2025Q4: 15,668 shares 15,668 $127K 0.04% -5,916 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: restricted; 2024Q4: 1,565 shares; 2025Q1: 1,594 shares; 2025Q2: 1,122 shares; 2025Q3: 1,027 shares; 2025Q4: 1,023 shares 1,023 $126K 0.04% -4 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,461 shares; 2025Q1: 12,461 shares; 2025Q2: 12,461 shares; 2025Q3: 12,461 shares; 2025Q4: 12,461 shares 12,461 $121K 0.04% 0 Timeline FREL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,310 shares; 2025Q4: 4,310 shares 4,310 $116K 0.04% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 780 shares; 2025Q4: 1,120 shares 1,120 $114K 0.04% +340 Timeline VLUE 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: restricted; 2024Q4: 1,494 shares; 2025Q1: 1,529 shares; 2025Q2: 1,494 shares; 2025Q3: 1,244 shares; 2025Q4: 744 shares 744 $102K 0.03% -500 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: restricted; 2024Q4: 221 shares; 2025Q1: 31 shares; 2025Q2: 332 shares; 2025Q3: 335 shares; 2025Q4: 386 shares 386 $99.6K 0.03% +51 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: restricted; 2024Q4: 587 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $99.3K 0.03% 0 Timeline BKKT BAKKT INC More: the full row for BAKKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,840 shares; 2025Q3: 29,450 shares; 2025Q4: 9,750 shares 9,750 $97.9K 0.03% -19,700 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: restricted; 2024Q4: 1,475 shares; 2025Q1: 1,772 shares; 2025Q2: 1,777 shares; 2025Q3: 1,132 shares; 2025Q4: 1,789 shares 1,789 $96.4K 0.03% +657 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,247 shares; 2025Q1: 15,247 shares; 2025Q2: 15,247 shares; 2025Q3: 15,247 shares; 2025Q4: 15,247 shares 15,247 $94.1K 0.03% 0 Timeline BOTZ 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: restricted; 2024Q4: 928 shares; 2025Q1: 703 shares; 2025Q2: not reported; 2025Q3: 478 shares; 2025Q4: 2,557 shares 2,557 $92.6K 0.03% +2,079 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: restricted; 2024Q4: not reported; 2025Q1: 3,510 shares; 2025Q2: 1,645 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares 2,145 $92K 0.03% 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: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $91K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 890 shares 890 $85.5K 0.03% new Timeline MLRG 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: restricted; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 892 shares 892 $84.2K 0.03% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,384 shares; 2025Q1: 855 shares; 2025Q2: 795 shares; 2025Q3: 845 shares; 2025Q4: 938 shares 938 $83K 0.03% +93 Timeline URA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares 1,775 $75.8K 0.02% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares 1,176 $74K 0.02% 0 Timeline SPHB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 630 shares 630 $73.7K 0.02% new 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: restricted; 2024Q4: 169 shares; 2025Q1: 262 shares; 2025Q2: 270 shares; 2025Q3: 507 shares; 2025Q4: 769 shares 769 $73.2K 0.02% +262 Timeline XBI 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: restricted; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 514 shares; 2025Q3: 588 shares; 2025Q4: 588 shares 588 $71.7K 0.02% 0 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: restricted; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares 352 $70.3K 0.02% 0 Timeline INDA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,260 shares 1,260 $68.1K 0.02% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $65.1K 0.02% 0 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: restricted; 2024Q4: 364 shares; 2025Q1: 479 shares; 2025Q2: 366 shares; 2025Q3: 1,000 shares; 2025Q4: 1,380 shares 1,380 $64.7K 0.02% +380 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: restricted; 2024Q4: 240 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $64.6K 0.02% 0 Timeline LIT 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: restricted; 2024Q4: 977 shares; 2025Q1: 976 shares; 2025Q2: not reported; 2025Q3: 12,218 shares; 2025Q4: 976 shares 976 $63.3K 0.02% -11,242 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: restricted; 2024Q4: 491 shares; 2025Q1: 507 shares; 2025Q2: 412 shares; 2025Q3: 346 shares; 2025Q4: 426 shares 426 $63.3K 0.02% +80 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: restricted; 2024Q4: 233 shares; 2025Q1: 368 shares; 2025Q2: 333 shares; 2025Q3: 243 shares; 2025Q4: 243 shares 243 $60.8K 0.02% 0 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: restricted; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares 580 $60.3K 0.02% 0 Timeline IAK 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285 shares; 2025Q3: 815 shares; 2025Q4: 440 shares 440 $59.9K 0.02% -375 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,889 shares; 2025Q1: 2,889 shares; 2025Q2: 2,889 shares; 2025Q3: 2,889 shares; 2025Q4: 2,371 shares 2,371 $55K 0.02% -518 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,966 shares; 2025Q1: 11,480 shares; 2025Q2: 11,480 shares; 2025Q3: 11,138 shares; 2025Q4: 10,546 shares 10,546 $54.4K 0.02% -592 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $52.8K 0.02% new Timeline IYF 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: restricted; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares 406 $52.3K 0.02% 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: restricted; 2024Q4: 1,831 shares; 2025Q1: 1,353 shares; 2025Q2: 2,103 shares; 2025Q3: 2,181 shares; 2025Q4: 1,965 shares 1,965 $52K 0.02% -216 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 170 shares 170 $47.2K 0.02% +50 Timeline SPIP 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: restricted; 2024Q4: 1,040 shares; 2025Q1: 1,671 shares; 2025Q2: 1,748 shares; 2025Q3: 1,638 shares; 2025Q4: 1,702 shares 1,702 $44.2K 0.01% +64 Timeline STKL SUNOPTA INC More: the full row for SUNOPTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,180 shares; 2025Q1: 11,865 shares; 2025Q2: 12,160 shares; 2025Q3: 12,160 shares; 2025Q4: 10,255 shares 10,255 $39K 0.01% -1,905 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: restricted; 2024Q4: 519 shares; 2025Q1: 503 shares; 2025Q2: 504 shares; 2025Q3: 401 shares; 2025Q4: 401 shares 401 $38.6K 0.01% 0 Timeline MDIV 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: restricted; 2024Q4: not reported; 2025Q1: 2,425 shares; 2025Q2: not reported; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares 2,425 $38.1K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,764 shares; 2025Q1: 487 shares; 2025Q2: 7,439 shares; 2025Q3: 488 shares; 2025Q4: 488 shares 488 $37.9K 0.01% 0 Timeline PSMJ 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,450 shares; 2025Q2: 1,000 shares; 2025Q3: 150 shares; 2025Q4: 1,150 shares 1,150 $37K 0.01% +1,000 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,666 shares; 2025Q1: 754 shares; 2025Q2: 400 shares; 2025Q3: 546 shares; 2025Q4: 868 shares 868 $34.3K 0.01% +322 Timeline PCY 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: restricted; 2024Q4: 623 shares; 2025Q1: 782 shares; 2025Q2: 568 shares; 2025Q3: 1,164 shares; 2025Q4: 1,431 shares 1,431 $31K 0.01% +267 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: restricted; 2024Q4: 776 shares; 2025Q1: 963 shares; 2025Q2: 879 shares; 2025Q3: 722 shares; 2025Q4: 546 shares 546 $30.3K 0.01% -176 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: restricted; 2024Q4: 83 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 83 shares; 2025Q4: 83 shares 83 $30K 0.01% 0 Timeline JVAL 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: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: 600 shares 600 $29.4K 0.01% new 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: restricted; 2024Q4: 700 shares; 2025Q1: 632 shares; 2025Q2: 704 shares; 2025Q3: 363 shares; 2025Q4: 364 shares 364 $29.4K 0.01% +1 Timeline QQQJ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 780 shares 780 $28.7K 0.01% new 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: restricted; 2024Q4: 101 shares; 2025Q1: 102 shares; 2025Q2: 302 shares; 2025Q3: 303 shares; 2025Q4: 405 shares 405 $28.1K 0.01% +102 Timeline CLOU 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: restricted; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares 1,240 $28K 0.01% 0 Timeline XMMO 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: restricted; 2024Q4: 1,095 shares; 2025Q1: 1,150 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $27.7K 0.01% new Timeline KRE 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: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: 425 shares; 2025Q4: 425 shares 425 $27.5K 0.01% 0 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: restricted; 2024Q4: 22 shares; 2025Q1: 160 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 160 shares 160 $26.9K 0.01% +138 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: restricted; 2024Q4: 858 shares; 2025Q1: 855 shares; 2025Q2: 527 shares; 2025Q3: 396 shares; 2025Q4: 396 shares 396 $26.2K 0.01% 0 Timeline DDIV 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: restricted; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 601 shares 601 $25K 0.01% 0 Timeline CIBR 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: restricted; 2024Q4: 1,850 shares; 2025Q1: 100 shares; 2025Q2: 245 shares; 2025Q3: 345 shares; 2025Q4: 345 shares 345 $24.6K 0.01% 0 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: restricted; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: not reported; 2025Q4: 260 shares 260 $23.7K 0.01% new Timeline TIP 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: restricted; 2024Q4: 203 shares; 2025Q1: 134 shares; 2025Q2: 106 shares; 2025Q3: 196 shares; 2025Q4: 201 shares 201 $22K 0.01% +5 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: restricted; 2024Q4: 34 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 34 shares; 2025Q4: 213 shares 213 $21.8K 0.01% +179 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 688 shares; 2025Q1: 630 shares; 2025Q2: 584 shares; 2025Q3: 200 shares; 2025Q4: 244 shares 244 $21.7K 0.01% +44 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: restricted; 2024Q4: 373 shares; 2025Q1: 275 shares; 2025Q2: 149 shares; 2025Q3: 221 shares; 2025Q4: 348 shares 348 $21.4K 0.01% +127 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: restricted; 2024Q4: 234 shares; 2025Q1: 2,562 shares; 2025Q2: 1,122 shares; 2025Q3: 234 shares; 2025Q4: 234 shares 234 $19.6K 0.01% 0 Timeline HEFA 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: restricted; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 458 shares 458 $18.9K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $17.1K 0.01% 0 Timeline VWOB 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: restricted; 2024Q4: 162 shares; 2025Q1: 129 shares; 2025Q2: 89 shares; 2025Q3: 120 shares; 2025Q4: 254 shares 254 $17.1K 0.01% +134 Timeline JPEF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 203 shares 203 $15.2K <0.01% +181 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 350 shares 350 $14.9K <0.01% -700 Timeline TAN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $14.7K <0.01% new Timeline BAKKT INC BAKKT INC More: the full row for BAKKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,000 shares; 2025Q1: 67,000 shares; 2025Q2: 67,000 shares; 2025Q3: 67,548 shares; 2025Q4: 77,548 shares 77,548 $12.7K <0.01% +10,000 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: restricted; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 96 shares 96 $11.5K <0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: 59 shares 59 $11.4K <0.01% 0 Timeline 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: restricted; 2024Q4: 507 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 500 shares 500 $11.2K <0.01% new Timeline FLRN 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: restricted; 2024Q4: 327 shares; 2025Q1: 238 shares; 2025Q2: 726 shares; 2025Q3: 622 shares; 2025Q4: 344 shares 344 $10.6K <0.01% -278 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139 shares 139 $10.5K <0.01% new Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155 shares; 2025Q4: 205 shares 205 $10.5K <0.01% +50 Timeline IGM 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: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares 78 $10.1K <0.01% 0 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: restricted; 2024Q4: 62 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 173 shares 173 $10K <0.01% +155 Timeline LRGF 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: restricted; 2024Q4: 91 shares; 2025Q1: 143 shares; 2025Q2: 91 shares; 2025Q3: 144 shares; 2025Q4: 144 shares 144 $9.99K <0.01% 0 Timeline IHF 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: restricted; 2024Q4: 227 shares; 2025Q1: 395 shares; 2025Q2: 102 shares; 2025Q3: 103 shares; 2025Q4: 206 shares 206 $9.88K <0.01% +103 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: restricted; 2024Q4: 181 shares; 2025Q1: 222 shares; 2025Q2: 115 shares; 2025Q3: 224 shares; 2025Q4: 225 shares 225 $9.66K <0.01% +1 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: restricted; 2024Q4: 209 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares 100 $9.42K <0.01% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares 100 $8.92K <0.01% new Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares 125 $7.98K <0.01% new Timeline PJP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares 75 $7.84K <0.01% new Timeline HOLA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 146 shares; 2025Q4: 146 shares 146 $7.63K <0.01% 0 Timeline IXP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 60 shares 60 $7.27K <0.01% +38 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: restricted; 2024Q4: not reported; 2025Q1: 366 shares; 2025Q2: not reported; 2025Q3: 378 shares; 2025Q4: 383 shares 383 $7.25K <0.01% +5 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: restricted; 2024Q4: 104 shares; 2025Q1: 77 shares; 2025Q2: 177 shares; 2025Q3: 77 shares; 2025Q4: 59 shares 59 $6.48K <0.01% -18 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 16 shares 16 $6.3K <0.01% 0 Timeline IHI 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: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $6.21K <0.01% 0 Timeline IJS 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: restricted; 2024Q4: 51 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52 $5.94K <0.01% 0 Timeline ICLN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares 350 $5.75K <0.01% new Timeline EWJ 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: restricted; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares 68 $5.49K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: 54 shares 54 $5.49K <0.01% 0 Timeline XAR 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: restricted; 2024Q4: 85 shares; 2025Q1: 46 shares; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 22 shares 22 $5.31K <0.01% 0 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 163 shares; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 166 shares 166 $4.82K <0.01% +1 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76 shares; 2025Q4: 76 shares 76 $4.81K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 99 shares; 2025Q2: not reported; 2025Q3: 102 shares; 2025Q4: 103 shares 103 $4.79K <0.01% +1 Timeline GOAU ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111 shares 111 $4.72K <0.01% new Timeline PBE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares 56 $4.6K <0.01% new Timeline XHS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 42 shares 42 $4.49K <0.01% +24 Timeline CALF 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: restricted; 2024Q4: 1,735 shares; 2025Q1: 422 shares; 2025Q2: 150 shares; 2025Q3: 303 shares; 2025Q4: 100 shares 100 $4.44K <0.01% -203 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 75 shares 75 $4.27K <0.01% +47 Timeline HAP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: 71 shares 71 $4.27K <0.01% +42 Timeline NANR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 61 shares 61 $4.14K <0.01% +34 Timeline AGNG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 113 shares 113 $4.06K <0.01% +67 Timeline REZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 48 shares 48 $3.97K <0.01% +29 Timeline SMIN 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: restricted; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: not reported; 2025Q3: 53 shares; 2025Q4: 54 shares 54 $3.81K <0.01% +1 Timeline RWO 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: restricted; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares 83 $3.74K <0.01% 0 Timeline GEM 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: restricted; 2024Q4: 168 shares; 2025Q1: 88 shares; 2025Q2: not reported; 2025Q3: 88 shares; 2025Q4: 90 shares 90 $3.73K <0.01% +2 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: restricted; 2024Q4: 200 shares; 2025Q1: 1,240 shares; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 30 shares 30 $3.58K <0.01% +18 Timeline PIZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares 40 $1.96K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 34 shares 34 $1.73K <0.01% 0 Timeline AVEM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares 11 $847 <0.01% new 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: restricted; 2024Q4: 823 shares; 2025Q1: 939 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $535 <0.01% 0 Timeline USIG 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: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $518 <0.01% 0 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: restricted; 2024Q4: 11 shares; 2025Q1: 54 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares 11 $486 <0.01% 0 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: restricted; 2024Q4: 10,733 shares; 2025Q1: 3,625 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $425 <0.01% 0 Timeline IPAC 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: restricted; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $293 <0.01% 0 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: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $289 <0.01% 0 Timeline EBND 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares 11 $235 <0.01% new Timeline VNQI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares 2 $92 <0.01% new 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: restricted; 2024Q4: 8 shares; 2025Q1: 5,582 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $74 <0.01% 0 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: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $69 <0.01% 0 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,348 shares; 2025Q1: 8,933 shares; 2025Q2: 9,760 shares; 2025Q3: 9,515 shares; 2025Q4: 1 shares 1 $53 <0.01% -9,514 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: restricted; 2024Q4: 6,288 shares; 2025Q1: 6,603 shares; 2025Q2: 6,405 shares; 2025Q3: 6,454 shares; 2025Q4: 1 shares 1 $50 <0.01% -6,453 Timeline QQXT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,386 shares; 2025Q3: 6,452 shares; 2025Q4: 0 shares 0 $38 <0.01% -6,452 Amount filed as zero, left out of ratios. Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,157 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $35 <0.01% 0 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: restricted; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0 $24 <0.01% 0 Amount filed as zero, left out of ratios. 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: restricted; 2024Q4: 30 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0 $16 <0.01% 0 Amount filed as zero, left out of ratios. Timeline