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: 87,530 shares; 2024Q4: 79,705 shares; 2025Q1: 440,684 shares; 2025Q2: 467,224 shares; 2025Q3: 500,243 shares; 2025Q4: 518,743 shares 518,743 $325M 10.69% +18,500 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,341,641 shares; 2025Q2: 3,749,620 shares; 2025Q3: 4,093,976 shares; 2025Q4: 4,214,209 shares 4,214,209 $247M 8.12% +120,233 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499,854 shares; 2024Q4: 1,737,909 shares; 2025Q1: 4,259,032 shares; 2025Q2: 4,475,833 shares; 2025Q3: 4,784,732 shares; 2025Q4: 4,964,122 shares 4,964,122 $193M 6.34% +179,390 Timeline FSMD 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: 2,294,135 shares; 2024Q4: 2,582,395 shares; 2025Q1: 3,478,053 shares; 2025Q2: 3,551,494 shares; 2025Q3: 3,803,734 shares; 2025Q4: 4,020,613 shares 4,020,613 $177M 5.83% +216,879 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748,900 shares; 2024Q4: 3,766,885 shares; 2025Q1: 4,489,336 shares; 2025Q2: 4,777,442 shares; 2025Q3: 5,301,950 shares; 2025Q4: 5,768,470 shares 5,768,470 $154M 5.06% +466,520 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764,517 shares; 2024Q4: 3,717,144 shares; 2025Q1: 4,960,651 shares; 2025Q2: 5,283,185 shares; 2025Q3: 5,970,753 shares; 2025Q4: 6,504,886 shares 6,504,886 $143M 4.7% +534,133 Timeline FDVV 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: 212,826 shares; 2024Q4: 262,844 shares; 2025Q1: 1,827,617 shares; 2025Q2: 1,997,711 shares; 2025Q3: 2,199,223 shares; 2025Q4: 2,314,770 shares 2,314,770 $131M 4.31% +115,547 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,259,519 shares; 2024Q4: 3,657,296 shares; 2025Q1: 2,660,216 shares; 2025Q2: 2,704,229 shares; 2025Q3: 2,770,409 shares; 2025Q4: 2,893,478 shares 2,893,478 $129M 4.23% +123,069 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: 1,850,375 shares; 2024Q4: 2,114,963 shares; 2025Q1: 2,358,510 shares; 2025Q2: 2,386,771 shares; 2025Q3: 2,400,679 shares; 2025Q4: 2,416,148 shares 2,416,148 $124M 4.07% +15,469 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940,971 shares; 2024Q4: 1,597,812 shares; 2025Q1: 1,964,840 shares; 2025Q2: 2,087,492 shares; 2025Q3: 2,290,307 shares; 2025Q4: 2,490,208 shares 2,490,208 $115M 3.77% +199,901 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541,593 shares; 2024Q4: 2,629,618 shares; 2025Q1: 3,192,612 shares; 2025Q2: 3,363,464 shares; 2025Q3: 3,655,372 shares; 2025Q4: 3,922,543 shares 3,922,543 $90.4M 2.97% +267,171 Timeline BNDI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,382 shares; 2024Q4: 1,044,227 shares; 2025Q1: 1,370,745 shares; 2025Q2: 1,466,424 shares; 2025Q3: 1,617,893 shares; 2025Q4: 1,752,661 shares 1,752,661 $83.4M 2.74% +134,768 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,009 shares; 2024Q4: 112,045 shares; 2025Q1: 105,357 shares; 2025Q2: 86,860 shares; 2025Q3: 1,143,299 shares; 2025Q4: 1,201,892 shares 1,201,892 $70.6M 2.32% +58,593 Timeline 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: 124,681 shares; 2024Q4: 124,711 shares; 2025Q1: 124,639 shares; 2025Q2: 125,090 shares; 2025Q3: 180,891 shares; 2025Q4: 180,423 shares 180,423 $49M 1.61% -468 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: 33,411 shares; 2024Q4: 33,327 shares; 2025Q1: 47,915 shares; 2025Q2: 47,923 shares; 2025Q3: 49,883 shares; 2025Q4: 50,095 shares 50,095 $43.2M 1.42% +212 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: 11,951 shares; 2024Q4: 10,922 shares; 2025Q1: 9,309 shares; 2025Q2: 11,729 shares; 2025Q3: 54,249 shares; 2025Q4: 58,397 shares 58,397 $39.8M 1.31% +4,148 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: 57,672 shares; 2024Q4: 53,530 shares; 2025Q1: 83,597 shares; 2025Q2: 83,429 shares; 2025Q3: 83,799 shares; 2025Q4: 74,036 shares 74,036 $36.1M 1.19% -9,763 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791,433 shares; 2024Q4: 5,777,637 shares; 2025Q1: 1,778,153 shares; 2025Q2: 1,537,151 shares; 2025Q3: 1,236,924 shares; 2025Q4: 1,180,968 shares 1,180,968 $31M 1.02% -55,956 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: 21,871 shares; 2024Q4: 23,461 shares; 2025Q1: 27,369 shares; 2025Q2: 27,656 shares; 2025Q3: 56,531 shares; 2025Q4: 59,115 shares 59,115 $28.6M 0.94% +2,584 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: 43,416 shares; 2024Q4: 38,504 shares; 2025Q1: 39,374 shares; 2025Q2: 38,529 shares; 2025Q3: 43,237 shares; 2025Q4: 41,247 shares 41,247 $25.3M 0.83% -1,990 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 918,680 shares; 2025Q4: 989,679 shares 989,679 $25.1M 0.83% +70,999 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: 689,091 shares; 2024Q4: 747,736 shares; 2025Q1: 182,196 shares; 2025Q2: 161,534 shares; 2025Q3: 119,483 shares; 2025Q4: 110,135 shares 110,135 $24.2M 0.8% -9,348 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: 1,006,619 shares; 2024Q4: 1,059,050 shares; 2025Q1: 322,347 shares; 2025Q2: 256,297 shares; 2025Q3: 184,581 shares; 2025Q4: 176,631 shares 176,631 $23.4M 0.77% -7,950 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: 74,550 shares; 2024Q4: 65,641 shares; 2025Q1: 137,563 shares; 2025Q2: 137,517 shares; 2025Q3: 140,140 shares; 2025Q4: 114,761 shares 114,761 $21.9M 0.72% -25,379 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: not reported; 2024Q4: not reported; 2025Q1: 10,591 shares; 2025Q2: 8,320 shares; 2025Q3: 184,490 shares; 2025Q4: 212,032 shares 212,032 $21.3M 0.7% +27,542 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,579 shares; 2025Q3: 232,026 shares; 2025Q4: 246,988 shares 246,988 $21M 0.69% +14,962 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: 379,300 shares; 2024Q4: 366,462 shares; 2025Q1: 353,161 shares; 2025Q2: 345,962 shares; 2025Q3: 336,095 shares; 2025Q4: 324,003 shares 324,003 $18.4M 0.6% -12,092 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,198,183 shares; 2024Q4: 2,520,434 shares; 2025Q1: 714,510 shares; 2025Q2: 593,917 shares; 2025Q3: 409,501 shares; 2025Q4: 387,131 shares 387,131 $17.6M 0.58% -22,370 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: 35,697 shares; 2024Q4: 32,896 shares; 2025Q1: 32,063 shares; 2025Q2: 33,535 shares; 2025Q3: 112,768 shares; 2025Q4: 119,670 shares 119,670 $13.3M 0.44% +6,902 Timeline SPGP 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: 1,269,426 shares; 2024Q4: 1,415,369 shares; 2025Q1: 293,691 shares; 2025Q2: 215,392 shares; 2025Q3: 124,262 shares; 2025Q4: 116,741 shares 116,741 $13.3M 0.44% -7,521 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: 12,272 shares; 2024Q4: 14,414 shares; 2025Q1: 45,164 shares; 2025Q2: 50,809 shares; 2025Q3: 53,810 shares; 2025Q4: 66,579 shares 66,579 $12.4M 0.41% +12,769 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784,736 shares; 2024Q4: 403,981 shares; 2025Q1: 267,473 shares; 2025Q2: 242,407 shares; 2025Q3: 237,942 shares; 2025Q4: 244,960 shares 244,960 $12.2M 0.4% +7,018 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: 22,523 shares; 2024Q4: 25,360 shares; 2025Q1: 25,537 shares; 2025Q2: 26,741 shares; 2025Q3: 50,326 shares; 2025Q4: 51,667 shares 51,667 $11.9M 0.39% +1,341 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: 4,852 shares; 2024Q4: 5,317 shares; 2025Q1: 5,176 shares; 2025Q2: 6,399 shares; 2025Q3: 9,844 shares; 2025Q4: 15,571 shares 15,571 $11.7M 0.39% +5,727 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,531 shares; 2024Q4: 119,536 shares; 2025Q1: 117,339 shares; 2025Q2: 118,669 shares; 2025Q3: 118,852 shares; 2025Q4: 116,319 shares 116,319 $10.4M 0.34% -2,533 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: 28,592 shares; 2024Q4: 26,933 shares; 2025Q1: 29,549 shares; 2025Q2: 30,094 shares; 2025Q3: 30,856 shares; 2025Q4: 30,688 shares 30,688 $10.3M 0.34% -168 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: 39,181 shares; 2024Q4: 39,573 shares; 2025Q1: 36,665 shares; 2025Q2: 31,948 shares; 2025Q3: 119,311 shares; 2025Q4: 123,182 shares 123,182 $9.57M 0.31% +3,871 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: 75,439 shares; 2024Q4: 74,178 shares; 2025Q1: 72,966 shares; 2025Q2: 74,867 shares; 2025Q3: 74,562 shares; 2025Q4: 71,675 shares 71,675 $8.83M 0.29% -2,887 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: 74,013 shares; 2024Q4: 83,029 shares; 2025Q1: 165,503 shares; 2025Q2: 162,013 shares; 2025Q3: 154,297 shares; 2025Q4: 128,702 shares 128,702 $8.04M 0.26% -25,595 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,598 shares; 2024Q4: 222,738 shares; 2025Q1: 153,217 shares; 2025Q2: 143,520 shares; 2025Q3: 117,798 shares; 2025Q4: 106,597 shares 106,597 $7.9M 0.26% -11,201 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: 11,635 shares; 2024Q4: 11,792 shares; 2025Q1: 10,662 shares; 2025Q2: 10,573 shares; 2025Q3: 11,051 shares; 2025Q4: 11,053 shares 11,053 $7.57M 0.25% +2 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: 15,792 shares; 2024Q4: 15,344 shares; 2025Q1: 14,915 shares; 2025Q2: 13,652 shares; 2025Q3: 19,030 shares; 2025Q4: 18,885 shares 18,885 $7.48M 0.25% -145 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,164 shares; 2024Q4: 249,043 shares; 2025Q1: 287,568 shares; 2025Q2: 303,290 shares; 2025Q3: 301,205 shares; 2025Q4: 294,231 shares 294,231 $7.07M 0.23% -6,974 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,136 shares; 2024Q4: 125,270 shares; 2025Q1: 157,408 shares; 2025Q2: 226,855 shares; 2025Q3: 217,594 shares; 2025Q4: 215,333 shares 215,333 $7.02M 0.23% -2,261 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,941 shares; 2025Q4: 33,226 shares 33,226 $6.95M 0.23% +1,285 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: 455,905 shares; 2024Q4: 448,463 shares; 2025Q1: 356,169 shares; 2025Q2: 239,480 shares; 2025Q3: 114,804 shares; 2025Q4: 110,954 shares 110,954 $6.68M 0.22% -3,850 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: 12,592 shares; 2024Q4: 13,469 shares; 2025Q1: 13,000 shares; 2025Q2: 13,331 shares; 2025Q3: 19,366 shares; 2025Q4: 20,460 shares 20,460 $6.4M 0.21% +1,094 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,158 shares; 2024Q4: 36,765 shares; 2025Q1: 115,245 shares; 2025Q2: 120,005 shares; 2025Q3: 116,811 shares; 2025Q4: 79,628 shares 79,628 $6.2M 0.2% -37,183 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: 12,505 shares; 2024Q4: 13,127 shares; 2025Q1: 13,067 shares; 2025Q2: 13,636 shares; 2025Q3: 18,744 shares; 2025Q4: 19,358 shares 19,358 $6.07M 0.2% +614 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: 328,717 shares; 2024Q4: 316,496 shares; 2025Q1: 304,138 shares; 2025Q2: 249,265 shares; 2025Q3: 215,671 shares; 2025Q4: 201,094 shares 201,094 $5.8M 0.19% -14,577 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: 30,337 shares; 2024Q4: 21,266 shares; 2025Q1: 20,483 shares; 2025Q2: 19,557 shares; 2025Q3: 19,463 shares; 2025Q4: 18,743 shares 18,743 $5.44M 0.18% -720 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,956 shares; 2025Q2: 70,747 shares; 2025Q3: 63,312 shares; 2025Q4: 59,539 shares 59,539 $5.44M 0.18% -3,773 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: not reported; 2024Q4: 1,591 shares; 2025Q1: not reported; 2025Q2: 4,380 shares; 2025Q3: 6,365 shares; 2025Q4: 27,525 shares 27,525 $5.33M 0.18% +21,160 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: 22,058 shares; 2024Q4: 23,026 shares; 2025Q1: 25,492 shares; 2025Q2: 24,006 shares; 2025Q3: 24,830 shares; 2025Q4: 44,415 shares 44,415 $5.3M 0.17% +19,585 Timeline EMXC 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: 173,146 shares; 2024Q4: 150,402 shares; 2025Q1: 84,662 shares; 2025Q2: 75,331 shares; 2025Q3: 73,819 shares; 2025Q4: 72,646 shares 72,646 $5.28M 0.17% -1,173 Timeline PXF 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: 87,607 shares; 2024Q4: 87,676 shares; 2025Q1: 82,969 shares; 2025Q2: 82,341 shares; 2025Q3: 81,374 shares; 2025Q4: 80,406 shares 80,406 $5.27M 0.17% -968 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: 46,481 shares; 2024Q4: 53,533 shares; 2025Q1: 53,041 shares; 2025Q2: 60,402 shares; 2025Q3: 78,974 shares; 2025Q4: 87,708 shares 87,708 $5.02M 0.16% +8,734 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: not reported; 2024Q4: not reported; 2025Q1: 1,695 shares; 2025Q2: 10,211 shares; 2025Q3: 33,683 shares; 2025Q4: 29,928 shares 29,928 $4.8M 0.16% -3,755 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,425 shares; 2024Q4: 115,066 shares; 2025Q1: 115,086 shares; 2025Q2: 91,457 shares; 2025Q3: 91,210 shares; 2025Q4: 89,244 shares 89,244 $4.73M 0.16% -1,966 Timeline KORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,557 shares; 2025Q4: 100,183 shares 100,183 $4.73M 0.16% -13,374 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,480 shares; 2025Q2: 1,111 shares; 2025Q3: 2,305 shares; 2025Q4: 15,717 shares 15,717 $4.69M 0.15% +13,412 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 4,690 shares; 2025Q1: 4,649 shares; 2025Q2: 5,089 shares; 2025Q3: 12,451 shares; 2025Q4: 13,233 shares 13,233 $4.55M 0.15% +782 Timeline GMUB 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: not reported; 2024Q4: not reported; 2025Q1: 12,527 shares; 2025Q2: 55,803 shares; 2025Q3: 73,192 shares; 2025Q4: 88,591 shares 88,591 $4.53M 0.15% +15,399 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: 1,281 shares; 2024Q4: 1,347 shares; 2025Q1: 1,144 shares; 2025Q2: 1,770 shares; 2025Q3: 8,539 shares; 2025Q4: 9,332 shares 9,332 $4.51M 0.15% +793 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 921 shares; 2025Q3: 1,632 shares; 2025Q4: 11,384 shares 11,384 $4.48M 0.15% +9,752 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: 37,410 shares; 2024Q4: 37,410 shares; 2025Q1: 37,410 shares; 2025Q2: 41,653 shares; 2025Q3: 41,935 shares; 2025Q4: 41,838 shares 41,838 $4.35M 0.14% -97 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: 6,547 shares; 2024Q4: 6,737 shares; 2025Q1: 7,631 shares; 2025Q2: 7,897 shares; 2025Q3: 8,488 shares; 2025Q4: 8,551 shares 8,551 $4.3M 0.14% +63 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: 14,473 shares; 2024Q4: 16,581 shares; 2025Q1: 19,405 shares; 2025Q2: 18,844 shares; 2025Q3: 35,411 shares; 2025Q4: 35,625 shares 35,625 $4.29M 0.14% +214 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,193 shares; 2024Q4: 25,369 shares; 2025Q1: 47,465 shares; 2025Q2: 55,799 shares; 2025Q3: 84,819 shares; 2025Q4: 96,135 shares 96,135 $4.26M 0.14% +11,316 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,097 shares; 2024Q4: 5,677 shares; 2025Q1: 6,058 shares; 2025Q2: 5,855 shares; 2025Q3: 17,743 shares; 2025Q4: 20,272 shares 20,272 $4.2M 0.14% +2,529 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,300 shares; 2025Q2: 56,679 shares; 2025Q3: 67,272 shares; 2025Q4: 82,660 shares 82,660 $4.17M 0.14% +15,388 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: 6,844 shares; 2024Q4: 7,188 shares; 2025Q1: 7,057 shares; 2025Q2: 7,663 shares; 2025Q3: 12,734 shares; 2025Q4: 12,904 shares 12,904 $4.16M 0.14% +170 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: 49,102 shares; 2024Q4: 36,619 shares; 2025Q1: 29,973 shares; 2025Q2: 27,904 shares; 2025Q3: 35,980 shares; 2025Q4: 33,860 shares 33,860 $4.07M 0.13% -2,120 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,620 shares; 2024Q4: 100,641 shares; 2025Q1: 99,175 shares; 2025Q2: 98,311 shares; 2025Q3: 102,309 shares; 2025Q4: 102,318 shares 102,318 $4.05M 0.13% +9 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,275 shares; 2024Q4: 48,499 shares; 2025Q1: 88,130 shares; 2025Q2: 115,420 shares; 2025Q3: 273,901 shares; 2025Q4: 287,555 shares 287,555 $3.7M 0.12% +13,654 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,147 shares; 2025Q4: 68,083 shares 68,083 $3.64M 0.12% -64 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,719 shares; 2024Q4: 157,907 shares; 2025Q1: 158,056 shares; 2025Q2: 154,054 shares; 2025Q3: 127,623 shares; 2025Q4: 142,674 shares 142,674 $3.61M 0.12% +15,051 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: 10,844 shares; 2024Q4: 12,968 shares; 2025Q1: 17,627 shares; 2025Q2: 11,547 shares; 2025Q3: 11,479 shares; 2025Q4: 25,083 shares 25,083 $3.61M 0.12% +13,604 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: 90,398 shares; 2024Q4: 88,697 shares; 2025Q1: 88,516 shares; 2025Q2: 87,096 shares; 2025Q3: 86,752 shares; 2025Q4: 83,837 shares 83,837 $3.6M 0.12% -2,915 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: 38,373 shares; 2024Q4: 47,830 shares; 2025Q1: 79,905 shares; 2025Q2: 77,491 shares; 2025Q3: 77,196 shares; 2025Q4: 66,758 shares 66,758 $3.59M 0.12% -10,438 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: 61,573 shares; 2024Q4: 65,489 shares; 2025Q1: 29,148 shares; 2025Q2: 25,615 shares; 2025Q3: 23,189 shares; 2025Q4: 24,053 shares 24,053 $3.58M 0.12% +864 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,649 shares; 2025Q4: 28,799 shares 28,799 $3.38M 0.11% +8,150 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,586 shares; 2025Q2: 43,462 shares; 2025Q3: 43,462 shares; 2025Q4: 44,911 shares 44,911 $3.37M 0.11% +1,449 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: 4,402 shares; 2024Q4: 4,087 shares; 2025Q1: 3,755 shares; 2025Q2: 3,957 shares; 2025Q3: 20,971 shares; 2025Q4: 23,101 shares 23,101 $3.32M 0.11% +2,130 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,984 shares; 2025Q2: 79,144 shares; 2025Q3: 103,073 shares; 2025Q4: 133,301 shares 133,301 $3.32M 0.11% +30,228 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 4,704 shares; 2025Q1: 4,427 shares; 2025Q2: 4,379 shares; 2025Q3: 21,927 shares; 2025Q4: 22,783 shares 22,783 $3.26M 0.11% +856 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,748 shares; 2024Q4: 44,779 shares; 2025Q1: 44,020 shares; 2025Q2: 43,375 shares; 2025Q3: 43,838 shares; 2025Q4: 43,196 shares 43,196 $3.2M 0.11% -642 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,830 shares; 2024Q4: 12,588 shares; 2025Q1: 21,585 shares; 2025Q2: 27,897 shares; 2025Q3: 59,230 shares; 2025Q4: 67,340 shares 67,340 $3.17M 0.1% +8,110 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 24,241 shares; 2025Q1: 44,166 shares; 2025Q2: 53,867 shares; 2025Q3: 108,663 shares; 2025Q4: 120,642 shares 120,642 $3.17M 0.1% +11,979 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,040 shares; 2025Q2: 49,381 shares; 2025Q3: 65,348 shares; 2025Q4: 77,305 shares 77,305 $3.02M 0.1% +11,957 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: 5,740 shares; 2024Q4: 5,762 shares; 2025Q1: 5,742 shares; 2025Q2: 5,746 shares; 2025Q3: 5,751 shares; 2025Q4: 5,748 shares 5,748 $3M 0.1% -3 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: 49,393 shares; 2024Q4: 36,312 shares; 2025Q1: 41,261 shares; 2025Q2: 40,244 shares; 2025Q3: 39,521 shares; 2025Q4: 33,680 shares 33,680 $2.98M 0.1% -5,841 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: 65,972 shares; 2024Q4: 62,278 shares; 2025Q1: 64,098 shares; 2025Q2: 55,526 shares; 2025Q3: 54,701 shares; 2025Q4: 51,246 shares 51,246 $2.97M 0.1% -3,455 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: 3,374 shares; 2024Q4: 16,003 shares; 2025Q1: 43,702 shares; 2025Q2: 41,595 shares; 2025Q3: 39,535 shares; 2025Q4: 36,053 shares 36,053 $2.89M 0.1% -3,482 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: 1,392 shares; 2024Q4: 1,660 shares; 2025Q1: 1,936 shares; 2025Q2: 2,735 shares; 2025Q3: 5,527 shares; 2025Q4: 5,828 shares 5,828 $2.62M 0.09% +301 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: 2,605 shares; 2024Q4: 2,714 shares; 2025Q1: 3,049 shares; 2025Q2: 3,094 shares; 2025Q3: 10,052 shares; 2025Q4: 11,432 shares 11,432 $2.61M 0.09% +1,380 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,358 shares; 2024Q4: 10,385 shares; 2025Q1: 11,087 shares; 2025Q2: 11,594 shares; 2025Q3: 12,324 shares; 2025Q4: 12,329 shares 12,329 $2.6M 0.09% +5 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,515 shares; 2024Q4: 43,753 shares; 2025Q1: 41,520 shares; 2025Q2: 44,151 shares; 2025Q3: 42,428 shares; 2025Q4: 41,422 shares 41,422 $2.53M 0.08% -1,006 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: 70,619 shares; 2024Q4: 38,502 shares; 2025Q1: 29,951 shares; 2025Q2: 26,759 shares; 2025Q3: 27,347 shares; 2025Q4: 26,342 shares 26,342 $2.53M 0.08% -1,005 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: 4,571 shares; 2024Q4: 4,575 shares; 2025Q1: 11,131 shares; 2025Q2: 11,248 shares; 2025Q3: 12,182 shares; 2025Q4: 9,799 shares 9,799 $2.53M 0.08% -2,383 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,636 shares; 2024Q4: 15,543 shares; 2025Q1: 32,267 shares; 2025Q2: 32,411 shares; 2025Q3: 32,757 shares; 2025Q4: 31,742 shares 31,742 $2.39M 0.08% -1,015 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,292 shares; 2025Q4: 34,175 shares 34,175 $2.37M 0.08% +1,883 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,289 shares; 2024Q4: 38,724 shares; 2025Q1: 38,286 shares; 2025Q2: 37,966 shares; 2025Q3: 37,850 shares; 2025Q4: 37,214 shares 37,214 $2.35M 0.08% -636 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: 1,330 shares; 2024Q4: 1,478 shares; 2025Q1: 1,767 shares; 2025Q2: 1,923 shares; 2025Q3: 3,389 shares; 2025Q4: 3,540 shares 3,540 $2.34M 0.08% +151 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: 21,327 shares; 2024Q4: 21,495 shares; 2025Q1: 26,793 shares; 2025Q2: 23,635 shares; 2025Q3: 17,377 shares; 2025Q4: 12,834 shares 12,834 $2.28M 0.07% -4,543 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,692 shares; 2024Q4: 26,499 shares; 2025Q1: 25,968 shares; 2025Q2: 25,125 shares; 2025Q3: 24,252 shares; 2025Q4: 23,285 shares 23,285 $2.26M 0.07% -967 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: 1,789 shares; 2024Q4: 1,796 shares; 2025Q1: 1,841 shares; 2025Q2: 1,890 shares; 2025Q3: 2,375 shares; 2025Q4: 23,608 shares 23,608 $2.21M 0.07% +21,233 Timeline IDEV 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: 28,682 shares; 2024Q4: 28,439 shares; 2025Q1: 27,783 shares; 2025Q2: 26,865 shares; 2025Q3: 26,335 shares; 2025Q4: 26,336 shares 26,336 $2.17M 0.07% +1 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,443 shares; 2024Q4: 12,744 shares; 2025Q1: 23,086 shares; 2025Q2: 27,034 shares; 2025Q3: 41,444 shares; 2025Q4: 46,870 shares 46,870 $2.16M 0.07% +5,426 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: 2,136 shares; 2024Q4: 2,240 shares; 2025Q1: 3,838 shares; 2025Q2: 3,973 shares; 2025Q3: 5,722 shares; 2025Q4: 6,147 shares 6,147 $2.13M 0.07% +425 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: 2,796 shares; 2024Q4: 3,515 shares; 2025Q1: 3,698 shares; 2025Q2: 3,644 shares; 2025Q3: 6,404 shares; 2025Q4: 7,156 shares 7,156 $2.12M 0.07% +752 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 4,980 shares; 2025Q1: 5,208 shares; 2025Q2: 5,176 shares; 2025Q3: 23,578 shares; 2025Q4: 23,612 shares 23,612 $2.06M 0.07% +34 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: 22,987 shares; 2024Q4: 12,672 shares; 2025Q1: 10,440 shares; 2025Q2: 9,573 shares; 2025Q3: 9,027 shares; 2025Q4: 8,514 shares 8,514 $2.05M 0.07% -513 Timeline TSEC TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,689 shares; 2024Q4: 45,861 shares; 2025Q1: 46,712 shares; 2025Q2: 49,339 shares; 2025Q3: 69,991 shares; 2025Q4: 78,440 shares 78,440 $2.05M 0.07% +8,449 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,469 shares; 2025Q1: 4,418 shares; 2025Q2: 4,418 shares; 2025Q3: 4,434 shares; 2025Q4: 4,612 shares 4,612 $2.05M 0.07% +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: 3,611 shares; 2024Q4: 3,587 shares; 2025Q1: 3,416 shares; 2025Q2: 3,454 shares; 2025Q3: 4,325 shares; 2025Q4: 4,341 shares 4,341 $2.03M 0.07% +16 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,741 shares; 2024Q4: 29,982 shares; 2025Q1: 23,004 shares; 2025Q2: 23,123 shares; 2025Q3: 73,839 shares; 2025Q4: 74,048 shares 74,048 $2.03M 0.07% +209 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,525 shares; 2024Q4: 106,709 shares; 2025Q1: 100,939 shares; 2025Q2: 96,765 shares; 2025Q3: 91,791 shares; 2025Q4: 85,345 shares 85,345 $1.99M 0.07% -6,446 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,932 shares; 2025Q4: 10,709 shares 10,709 $1.96M 0.06% +777 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,946 shares; 2024Q4: 39,946 shares; 2025Q1: 39,643 shares; 2025Q2: 39,643 shares; 2025Q3: 39,643 shares; 2025Q4: 39,643 shares 39,643 $1.96M 0.06% 0 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: 346 shares; 2024Q4: 364 shares; 2025Q1: 465 shares; 2025Q2: 369 shares; 2025Q3: 1,499 shares; 2025Q4: 1,824 shares 1,824 $1.96M 0.06% +325 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,742 shares; 2025Q2: 16,008 shares; 2025Q3: 16,025 shares; 2025Q4: 16,025 shares 16,025 $1.95M 0.06% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,849 shares; 2024Q4: 76,487 shares; 2025Q1: 70,237 shares; 2025Q2: 69,481 shares; 2025Q3: 66,357 shares; 2025Q4: 65,782 shares 65,782 $1.95M 0.06% -575 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 3,011 shares; 2025Q1: 3,359 shares; 2025Q2: 3,927 shares; 2025Q3: 9,655 shares; 2025Q4: 10,508 shares 10,508 $1.94M 0.06% +853 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,574 shares; 2025Q4: 6,199 shares 6,199 $1.89M 0.06% +625 Timeline IVVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,018 shares; 2025Q3: 37,656 shares; 2025Q4: 41,434 shares 41,434 $1.89M 0.06% +3,778 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,382 shares; 2025Q4: 18,852 shares 18,852 $1.87M 0.06% -530 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: 41,367 shares; 2024Q4: 41,912 shares; 2025Q1: 42,448 shares; 2025Q2: 32,545 shares; 2025Q3: 37,084 shares; 2025Q4: 36,651 shares 36,651 $1.82M 0.06% -433 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 3,123 shares; 2025Q1: 3,332 shares; 2025Q2: 3,441 shares; 2025Q3: 14,207 shares; 2025Q4: 14,125 shares 14,125 $1.77M 0.06% -82 Timeline IOO 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: 15,303 shares; 2024Q4: 15,036 shares; 2025Q1: 14,376 shares; 2025Q2: 14,173 shares; 2025Q3: 14,423 shares; 2025Q4: 13,949 shares 13,949 $1.77M 0.06% -474 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,800 shares; 2025Q4: 33,479 shares 33,479 $1.74M 0.06% +14,679 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,444 shares 26,444 $1.73M 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,882 shares; 2025Q4: 3,679 shares 3,679 $1.71M 0.06% +797 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,162 shares; 2024Q4: 24,372 shares; 2025Q1: 21,051 shares; 2025Q2: 22,329 shares; 2025Q3: 22,854 shares; 2025Q4: 23,522 shares 23,522 $1.71M 0.06% +668 Timeline OPER 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: 13,065 shares; 2024Q4: 14,720 shares; 2025Q1: 18,557 shares; 2025Q2: 20,013 shares; 2025Q3: 14,848 shares; 2025Q4: 17,042 shares 17,042 $1.7M 0.06% +2,194 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,103 shares; 2024Q4: 12,496 shares; 2025Q1: 12,267 shares; 2025Q2: 12,322 shares; 2025Q3: 20,684 shares; 2025Q4: 22,099 shares 22,099 $1.7M 0.06% +1,415 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: 19,401 shares; 2024Q4: 19,569 shares; 2025Q1: 19,203 shares; 2025Q2: 18,860 shares; 2025Q3: 18,621 shares; 2025Q4: 17,963 shares 17,963 $1.69M 0.06% -658 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,986 shares; 2024Q4: 12,034 shares; 2025Q1: 12,393 shares; 2025Q2: 12,820 shares; 2025Q3: 21,876 shares; 2025Q4: 24,075 shares 24,075 $1.68M 0.06% +2,199 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,176 shares; 2024Q4: 51,955 shares; 2025Q1: 35,293 shares; 2025Q2: 31,689 shares; 2025Q3: 18,653 shares; 2025Q4: 18,036 shares 18,036 $1.68M 0.06% -617 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,870 shares; 2024Q4: 25,870 shares; 2025Q1: 25,870 shares; 2025Q2: 25,870 shares; 2025Q3: 25,870 shares; 2025Q4: 25,870 shares 25,870 $1.67M 0.05% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,302 shares; 2024Q4: 9,493 shares; 2025Q1: 9,521 shares; 2025Q2: 9,780 shares; 2025Q3: 16,679 shares; 2025Q4: 16,395 shares 16,395 $1.64M 0.05% -284 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: 8,763 shares; 2024Q4: 8,694 shares; 2025Q1: 8,464 shares; 2025Q2: 8,404 shares; 2025Q3: 8,199 shares; 2025Q4: 8,190 shares 8,190 $1.63M 0.05% -9 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,394 shares; 2025Q4: 51,833 shares 51,833 $1.59M 0.05% +40,439 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 7,557 shares; 2025Q3: 9,210 shares; 2025Q4: 9,449 shares 9,449 $1.59M 0.05% +239 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: 2,185 shares; 2024Q4: 2,744 shares; 2025Q1: 3,299 shares; 2025Q2: 4,497 shares; 2025Q3: 4,669 shares; 2025Q4: 4,530 shares 4,530 $1.59M 0.05% -139 Timeline AVXC 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: 14,062 shares; 2024Q4: 25,031 shares; 2025Q1: 17,082 shares; 2025Q2: 25,565 shares; 2025Q3: 25,308 shares; 2025Q4: 24,739 shares 24,739 $1.58M 0.05% -569 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,331 shares; 2025Q4: 8,326 shares 8,326 $1.51M 0.05% -5 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,830 shares; 2024Q4: 36,166 shares; 2025Q1: 34,607 shares; 2025Q2: 33,023 shares; 2025Q3: 31,771 shares; 2025Q4: 31,537 shares 31,537 $1.5M 0.05% -234 Timeline JCPB 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: 41,429 shares; 2024Q4: 39,120 shares; 2025Q1: 36,043 shares; 2025Q2: 33,776 shares; 2025Q3: 33,384 shares; 2025Q4: 31,423 shares 31,423 $1.49M 0.05% -1,961 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: 7,126 shares; 2024Q4: 6,689 shares; 2025Q1: 5,569 shares; 2025Q2: 5,233 shares; 2025Q3: 6,086 shares; 2025Q4: 5,995 shares 5,995 $1.48M 0.05% -91 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: 6,370 shares; 2024Q4: 6,695 shares; 2025Q1: 6,844 shares; 2025Q2: 11,692 shares; 2025Q3: 11,675 shares; 2025Q4: 12,505 shares 12,505 $1.47M 0.05% +830 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,860 shares; 2024Q4: 24,860 shares; 2025Q1: 24,752 shares; 2025Q2: 23,837 shares; 2025Q3: 23,894 shares; 2025Q4: 23,828 shares 23,828 $1.45M 0.05% -66 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: 3,577 shares; 2024Q4: 3,577 shares; 2025Q1: 3,577 shares; 2025Q2: 3,577 shares; 2025Q3: 3,749 shares; 2025Q4: 3,711 shares 3,711 $1.44M 0.05% -38 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: 3,994 shares; 2024Q4: 3,004 shares; 2025Q1: 1,074 shares; 2025Q2: 2,643 shares; 2025Q3: 2,950 shares; 2025Q4: 3,011 shares 3,011 $1.43M 0.05% +61 Timeline FNCL 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: 16,081 shares; 2024Q4: 16,081 shares; 2025Q1: 16,081 shares; 2025Q2: 18,033 shares; 2025Q3: 18,080 shares; 2025Q4: 18,055 shares 18,055 $1.4M 0.05% -25 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,144 shares; 2024Q4: 37,225 shares; 2025Q1: 20,868 shares; 2025Q2: 19,127 shares; 2025Q3: 19,250 shares; 2025Q4: 17,741 shares 17,741 $1.4M 0.05% -1,509 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,813 shares; 2025Q2: 34,684 shares; 2025Q3: 31,810 shares; 2025Q4: 17,914 shares 17,914 $1.4M 0.05% -13,896 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: 21,380 shares; 2024Q4: 22,032 shares; 2025Q1: 19,788 shares; 2025Q2: 14,245 shares; 2025Q3: 15,778 shares; 2025Q4: 30,577 shares 30,577 $1.37M 0.04% +14,799 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,141 shares; 2025Q4: 7,553 shares 7,553 $1.36M 0.04% -588 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,146 shares; 2025Q4: 11,249 shares 11,249 $1.35M 0.04% +103 Timeline URTH 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: 7,492 shares; 2024Q4: 7,384 shares; 2025Q1: 7,268 shares; 2025Q2: 7,236 shares; 2025Q3: 7,236 shares; 2025Q4: 7,236 shares 7,236 $1.34M 0.04% 0 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,740 shares; 2024Q4: 19,106 shares; 2025Q1: 17,967 shares; 2025Q2: 16,780 shares; 2025Q3: 16,633 shares; 2025Q4: 16,311 shares 16,311 $1.34M 0.04% -322 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: 1,233 shares; 2024Q4: 1,580 shares; 2025Q1: 1,406 shares; 2025Q2: 1,421 shares; 2025Q3: 2,217 shares; 2025Q4: 2,283 shares 2,283 $1.31M 0.04% +66 Timeline BTCI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,549 shares; 2025Q4: 29,679 shares 29,679 $1.31M 0.04% +6,130 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,255 shares; 2025Q4: 13,902 shares 13,902 $1.3M 0.04% +647 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 5,925 shares; 2025Q3: 5,829 shares; 2025Q4: 5,766 shares 5,766 $1.28M 0.04% -63 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 1,538 shares; 2025Q1: 2,414 shares; 2025Q2: 3,713 shares; 2025Q3: 4,384 shares; 2025Q4: 4,433 shares 4,433 $1.28M 0.04% +49 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: 46,450 shares; 2024Q4: 18,003 shares; 2025Q1: 13,313 shares; 2025Q2: 11,119 shares; 2025Q3: 8,102 shares; 2025Q4: 8,080 shares 8,080 $1.25M 0.04% -22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,593 shares; 2025Q4: 5,879 shares 5,879 $1.23M 0.04% +286 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: 6,099 shares; 2024Q4: 7,009 shares; 2025Q1: 6,849 shares; 2025Q2: 7,455 shares; 2025Q3: 7,824 shares; 2025Q4: 7,851 shares 7,851 $1.22M 0.04% +27 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,147 shares; 2025Q4: 3,147 shares 3,147 $1.18M 0.04% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,476 shares; 2024Q4: 56,664 shares; 2025Q1: 45,477 shares; 2025Q2: 42,222 shares; 2025Q3: 41,950 shares; 2025Q4: 43,638 shares 43,638 $1.17M 0.04% +1,688 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: 16,106 shares; 2024Q4: 16,693 shares; 2025Q1: 16,965 shares; 2025Q2: 18,196 shares; 2025Q3: 18,445 shares; 2025Q4: 20,232 shares 20,232 $1.17M 0.04% +1,787 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,073 shares; 2025Q4: 22,992 shares 22,992 $1.16M 0.04% +9,919 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,093 shares; 2024Q4: 7,614 shares; 2025Q1: 5,080 shares; 2025Q2: 3,887 shares; 2025Q3: 3,859 shares; 2025Q4: 3,830 shares 3,830 $1.16M 0.04% -29 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 992 shares; 2025Q3: 5,691 shares; 2025Q4: 5,265 shares 5,265 $1.16M 0.04% -426 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: 13,243 shares; 2024Q4: 8,261 shares; 2025Q1: 5,679 shares; 2025Q2: 5,497 shares; 2025Q3: 4,676 shares; 2025Q4: 3,797 shares 3,797 $1.14M 0.04% -879 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,710 shares; 2025Q4: 64,437 shares 64,437 $1.14M 0.04% +5,727 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: 29,218 shares; 2024Q4: 28,874 shares; 2025Q1: 28,822 shares; 2025Q2: 24,809 shares; 2025Q3: 28,126 shares; 2025Q4: 27,456 shares 27,456 $1.12M 0.04% -670 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: 853 shares; 2024Q4: 1,002 shares; 2025Q1: 1,196 shares; 2025Q2: 1,133 shares; 2025Q3: 4,213 shares; 2025Q4: 4,615 shares 4,615 $1.11M 0.04% +402 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 2,561 shares; 2025Q1: 6,117 shares; 2025Q2: 5,720 shares; 2025Q3: 7,642 shares; 2025Q4: 8,321 shares 8,321 $1.11M 0.04% +679 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 3,218 shares; 2025Q1: 4,298 shares; 2025Q2: 4,674 shares; 2025Q3: 4,662 shares; 2025Q4: 4,881 shares 4,881 $1.1M 0.04% +219 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: 3,889 shares; 2024Q4: 3,853 shares; 2025Q1: 4,419 shares; 2025Q2: 4,129 shares; 2025Q3: 4,716 shares; 2025Q4: 4,953 shares 4,953 $1.06M 0.03% +237 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 3,278 shares; 2025Q1: 2,713 shares; 2025Q2: 2,752 shares; 2025Q3: 3,551 shares; 2025Q4: 3,191 shares 3,191 $1.04M 0.03% -360 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: 3,325 shares; 2024Q4: 3,269 shares; 2025Q1: 12,488 shares; 2025Q2: 12,715 shares; 2025Q3: 12,783 shares; 2025Q4: 12,339 shares 12,339 $1.04M 0.03% -444 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: 15,091 shares; 2024Q4: 15,490 shares; 2025Q1: 15,376 shares; 2025Q2: 15,134 shares; 2025Q3: 17,496 shares; 2025Q4: 15,682 shares 15,682 $1.04M 0.03% -1,814 Timeline VTEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,740 shares; 2025Q3: 10,219 shares; 2025Q4: 10,219 shares 10,219 $1.03M 0.03% 0 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: 9,423 shares; 2024Q4: 9,401 shares; 2025Q1: 10,194 shares; 2025Q2: 9,607 shares; 2025Q3: 9,607 shares; 2025Q4: 9,607 shares 9,607 $1.03M 0.03% 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: 9,141 shares; 2024Q4: 9,141 shares; 2025Q1: 9,141 shares; 2025Q2: 9,141 shares; 2025Q3: 13,141 shares; 2025Q4: 12,794 shares 12,794 $1.02M 0.03% -347 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,536 shares; 2025Q4: 7,300 shares 7,300 $1.02M 0.03% +764 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: not reported; 2024Q4: 1,424 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,872 shares; 2025Q4: 5,048 shares 5,048 $1.01M 0.03% +1,176 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,844 shares; 2024Q4: 5,544 shares; 2025Q1: 5,202 shares; 2025Q2: 5,224 shares; 2025Q3: 5,325 shares; 2025Q4: 4,668 shares 4,668 $989K 0.03% -657 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,698 shares; 2025Q4: 15,317 shares 15,317 $987K 0.03% +619 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,351 shares; 2024Q4: 36,680 shares; 2025Q1: 36,855 shares; 2025Q2: 37,086 shares; 2025Q3: 37,199 shares; 2025Q4: 21,458 shares 21,458 $986K 0.03% -15,741 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: not reported; 2024Q4: 4,972 shares; 2025Q1: 6,824 shares; 2025Q2: 17,932 shares; 2025Q3: 18,251 shares; 2025Q4: 17,896 shares 17,896 $980K 0.03% -355 Timeline FHLC 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: 12,946 shares; 2024Q4: 12,946 shares; 2025Q1: 12,946 shares; 2025Q2: 12,959 shares; 2025Q3: 13,029 shares; 2025Q4: 13,018 shares 13,018 $967K 0.03% -11 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 449 shares; 2025Q4: 449 shares 449 $964K 0.03% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 6,841 shares; 2025Q1: 5,866 shares; 2025Q2: 5,657 shares; 2025Q3: 5,339 shares; 2025Q4: 5,015 shares 5,015 $961K 0.03% -324 Timeline ACIO 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: not reported; 2024Q4: 36,381 shares; 2025Q1: 38,014 shares; 2025Q2: 35,561 shares; 2025Q3: 26,366 shares; 2025Q4: 21,213 shares 21,213 $927K 0.03% -5,153 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,257 shares; 2025Q4: 41,122 shares 41,122 $916K 0.03% +3,865 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,923 shares; 2025Q4: 5,937 shares 5,937 $905K 0.03% +14 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: 3,281 shares; 2024Q4: 3,550 shares; 2025Q1: 3,399 shares; 2025Q2: 3,689 shares; 2025Q3: 4,234 shares; 2025Q4: 4,595 shares 4,595 $896K 0.03% +361 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,598 shares; 2024Q4: 11,355 shares; 2025Q1: 11,273 shares; 2025Q2: 11,108 shares; 2025Q3: 11,874 shares; 2025Q4: 12,155 shares 12,155 $893K 0.03% +281 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,837 shares; 2025Q3: 18,941 shares; 2025Q4: 18,941 shares 18,941 $862K 0.03% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,402 shares; 2024Q4: 20,326 shares; 2025Q1: 19,905 shares; 2025Q2: 19,905 shares; 2025Q3: 19,101 shares; 2025Q4: 18,877 shares 18,877 $848K 0.03% -224 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,273 shares; 2024Q4: 14,039 shares; 2025Q1: 11,988 shares; 2025Q2: 10,323 shares; 2025Q3: 8,177 shares; 2025Q4: 7,870 shares 7,870 $832K 0.03% -307 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,672 shares; 2024Q4: 7,741 shares; 2025Q1: 7,355 shares; 2025Q2: 10,890 shares; 2025Q3: 14,307 shares; 2025Q4: 15,115 shares 15,115 $831K 0.03% +808 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,863 shares; 2024Q4: 4,883 shares; 2025Q1: 4,920 shares; 2025Q2: 5,275 shares; 2025Q3: 5,512 shares; 2025Q4: 6,141 shares 6,141 $830K 0.03% +629 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: not reported; 2024Q4: 602 shares; 2025Q1: 871 shares; 2025Q2: not reported; 2025Q3: 3,087 shares; 2025Q4: 3,123 shares 3,123 $827K 0.03% +36 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,763 shares; 2024Q4: 23,538 shares; 2025Q1: 22,503 shares; 2025Q2: 22,352 shares; 2025Q3: 22,352 shares; 2025Q4: 20,669 shares 20,669 $825K 0.03% -1,683 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,047 shares; 2024Q4: 28,211 shares; 2025Q1: 28,194 shares; 2025Q2: 27,271 shares; 2025Q3: 27,118 shares; 2025Q4: 27,118 shares 27,118 $815K 0.03% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,037 shares; 2024Q4: 13,918 shares; 2025Q1: 13,008 shares; 2025Q2: 12,460 shares; 2025Q3: 10,988 shares; 2025Q4: 10,988 shares 10,988 $810K 0.03% 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: 74,812 shares; 2024Q4: 35,847 shares; 2025Q1: 25,475 shares; 2025Q2: 19,932 shares; 2025Q3: 16,773 shares; 2025Q4: 16,464 shares 16,464 $808K 0.03% -309 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: 8,358 shares; 2024Q4: 8,367 shares; 2025Q1: 8,408 shares; 2025Q2: 8,369 shares; 2025Q3: 8,426 shares; 2025Q4: 8,378 shares 8,378 $807K 0.03% -48 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,332 shares; 2025Q4: 1,393 shares 1,393 $794K 0.03% +61 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: 6,838 shares; 2024Q4: 6,765 shares; 2025Q1: 6,586 shares; 2025Q2: 6,077 shares; 2025Q3: 6,039 shares; 2025Q4: 5,475 shares 5,475 $773K 0.03% -564 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,222 shares; 2024Q4: 10,373 shares; 2025Q1: 10,953 shares; 2025Q2: 11,121 shares; 2025Q3: 11,506 shares; 2025Q4: 11,691 shares 11,691 $771K 0.03% +185 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,696 shares; 2024Q4: 34,634 shares; 2025Q1: 32,710 shares; 2025Q2: 32,713 shares; 2025Q3: 29,109 shares; 2025Q4: 29,112 shares 29,112 $737K 0.02% +3 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,013 shares; 2025Q4: 4,121 shares 4,121 $732K 0.02% +1,108 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,411 shares 20,411 $724K 0.02% new 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: not reported; 2024Q4: 409 shares; 2025Q1: 430 shares; 2025Q2: not reported; 2025Q3: 2,259 shares; 2025Q4: 2,175 shares 2,175 $718K 0.02% -84 Timeline IYZ 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: 20,297 shares; 2024Q4: 21,160 shares; 2025Q1: 38,671 shares; 2025Q2: 18,242 shares; 2025Q3: 18,953 shares; 2025Q4: 21,143 shares 21,143 $717K 0.02% +2,190 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,876 shares; 2025Q4: 3,876 shares 3,876 $715K 0.02% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,411 shares; 2025Q1: 1,648 shares; 2025Q2: 1,817 shares; 2025Q3: 1,960 shares; 2025Q4: 1,912 shares 1,912 $707K 0.02% -48 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: not reported; 2024Q4: not reported; 2025Q1: 46,177 shares; 2025Q2: 30,901 shares; 2025Q3: 17,314 shares; 2025Q4: 14,027 shares 14,027 $705K 0.02% -3,287 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,820 shares; 2025Q4: 1,957 shares 1,957 $699K 0.02% +137 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,467 shares; 2025Q4: 19,911 shares 19,911 $697K 0.02% +2,444 Timeline SCZ 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: 40,564 shares; 2024Q4: 18,573 shares; 2025Q1: 10,849 shares; 2025Q2: 10,238 shares; 2025Q3: 9,728 shares; 2025Q4: 8,944 shares 8,944 $693K 0.02% -784 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: not reported; 2024Q4: not reported; 2025Q1: 3,892 shares; 2025Q2: 5,763 shares; 2025Q3: 8,041 shares; 2025Q4: 8,151 shares 8,151 $681K 0.02% +110 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: not reported; 2024Q4: not reported; 2025Q1: 3,865 shares; 2025Q2: 10,237 shares; 2025Q3: 10,143 shares; 2025Q4: 9,960 shares 9,960 $681K 0.02% -183 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,694 shares; 2024Q4: 19,730 shares; 2025Q1: 18,974 shares; 2025Q2: 15,792 shares; 2025Q3: 15,663 shares; 2025Q4: 15,663 shares 15,663 $677K 0.02% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 4,521 shares; 2025Q1: 4,635 shares; 2025Q2: 4,812 shares; 2025Q3: 5,132 shares; 2025Q4: 6,323 shares 6,323 $666K 0.02% +1,191 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: 6,585 shares; 2024Q4: 6,303 shares; 2025Q1: 6,667 shares; 2025Q2: 6,538 shares; 2025Q3: 6,526 shares; 2025Q4: 6,640 shares 6,640 $663K 0.02% +114 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,836 shares; 2024Q4: 11,935 shares; 2025Q1: 11,911 shares; 2025Q2: 11,953 shares; 2025Q3: 11,993 shares; 2025Q4: 12,032 shares 12,032 $649K 0.02% +39 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,226 shares 5,226 $641K 0.02% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 2,512 shares; 2025Q1: 2,074 shares; 2025Q2: 3,854 shares; 2025Q3: 3,870 shares; 2025Q4: 3,737 shares 3,737 $639K 0.02% -133 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,779 shares; 2025Q2: 5,053 shares; 2025Q3: 6,612 shares; 2025Q4: 6,779 shares 6,779 $631K 0.02% +167 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: 146,846 shares; 2024Q4: 58,334 shares; 2025Q1: 47,230 shares; 2025Q2: 30,154 shares; 2025Q3: 18,609 shares; 2025Q4: 17,319 shares 17,319 $627K 0.02% -1,290 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,810 shares; 2025Q3: 9,932 shares; 2025Q4: 12,538 shares 12,538 $623K 0.02% +2,606 Timeline DRSK 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: not reported; 2024Q4: 35,602 shares; 2025Q1: 37,660 shares; 2025Q2: 35,483 shares; 2025Q3: 25,966 shares; 2025Q4: 21,776 shares 21,776 $620K 0.02% -4,190 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,003 shares; 2025Q3: 17,003 shares; 2025Q4: 17,003 shares 17,003 $610K 0.02% 0 Timeline HIMU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,207 shares; 2025Q4: 12,525 shares 12,525 $610K 0.02% -5,682 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,426 shares; 2025Q2: 6,626 shares; 2025Q3: 6,065 shares; 2025Q4: 6,077 shares 6,077 $609K 0.02% +12 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,330 shares; 2025Q4: 7,550 shares 7,550 $606K 0.02% -780 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,241 shares; 2024Q4: 4,478 shares; 2025Q1: 5,270 shares; 2025Q2: 5,335 shares; 2025Q3: 5,889 shares; 2025Q4: 5,301 shares 5,301 $603K 0.02% -588 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: 2,961 shares; 2024Q4: 3,203 shares; 2025Q1: 5,305 shares; 2025Q2: 2,909 shares; 2025Q3: 4,602 shares; 2025Q4: 4,657 shares 4,657 $600K 0.02% +55 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares 1,910 $590K 0.02% 0 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: 647 shares; 2024Q4: 677 shares; 2025Q1: 652 shares; 2025Q2: 821 shares; 2025Q3: 949 shares; 2025Q4: 1,034 shares 1,034 $590K 0.02% +85 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: 1,852 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,623 shares; 2025Q4: 2,779 shares 2,779 $584K 0.02% +156 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,722 shares; 2025Q4: 1,715 shares 1,715 $577K 0.02% -7 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,611 shares; 2024Q4: 52,880 shares; 2025Q1: 53,167 shares; 2025Q2: 53,606 shares; 2025Q3: 54,068 shares; 2025Q4: 54,443 shares 54,443 $573K 0.02% +375 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,396 shares; 2025Q4: 7,737 shares 7,737 $570K 0.02% +1,341 Timeline IDUB 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: not reported; 2024Q4: 40,554 shares; 2025Q1: 42,537 shares; 2025Q2: 39,714 shares; 2025Q3: 29,458 shares; 2025Q4: 23,273 shares 23,273 $566K 0.02% -6,185 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: 14,892 shares; 2024Q4: 7,890 shares; 2025Q1: 7,621 shares; 2025Q2: 7,528 shares; 2025Q3: 7,613 shares; 2025Q4: 7,662 shares 7,662 $564K 0.02% +49 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,339 shares; 2024Q4: 20,263 shares; 2025Q1: 20,263 shares; 2025Q2: 14,415 shares; 2025Q3: 12,415 shares; 2025Q4: 12,415 shares 12,415 $556K 0.02% 0 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,065 shares; 2025Q4: 10,698 shares 10,698 $555K 0.02% +633 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,757 shares; 2025Q4: 1,936 shares 1,936 $553K 0.02% +179 Timeline DUBS 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: not reported; 2024Q4: 26,539 shares; 2025Q1: 27,463 shares; 2025Q2: 25,619 shares; 2025Q3: 19,792 shares; 2025Q4: 14,606 shares 14,606 $550K 0.02% -5,186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,122 shares; 2025Q4: 7,875 shares 7,875 $547K 0.02% -247 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,340 shares; 2025Q2: 19,490 shares; 2025Q3: 11,413 shares; 2025Q4: 10,871 shares 10,871 $542K 0.02% -542 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,375 shares; 2025Q3: 7,425 shares; 2025Q4: 7,465 shares 7,465 $535K 0.02% +40 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: not reported; 2024Q4: not reported; 2025Q1: 3,973 shares; 2025Q2: 6,970 shares; 2025Q3: 7,939 shares; 2025Q4: 8,192 shares 8,192 $533K 0.02% +253 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,068 shares; 2025Q2: 956 shares; 2025Q3: 2,788 shares; 2025Q4: 2,722 shares 2,722 $531K 0.02% -66 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,253 shares; 2025Q4: 13,670 shares 13,670 $524K 0.02% +417 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 472 shares; 2025Q4: 590 shares 590 $519K 0.02% +118 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,225 shares; 2024Q4: not reported; 2025Q1: 17,542 shares; 2025Q2: 17,970 shares; 2025Q3: 17,774 shares; 2025Q4: 18,178 shares 18,178 $518K 0.02% +404 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,784 shares; 2024Q4: 7,047 shares; 2025Q1: 8,712 shares; 2025Q2: 7,429 shares; 2025Q3: 10,639 shares; 2025Q4: 10,851 shares 10,851 $516K 0.02% +212 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: 12,428 shares; 2024Q4: 16,259 shares; 2025Q1: 14,445 shares; 2025Q2: 14,110 shares; 2025Q3: 19,793 shares; 2025Q4: 20,682 shares 20,682 $514K 0.02% +889 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,100 shares; 2025Q4: 10,358 shares 10,358 $510K 0.02% +4,258 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,252 shares; 2025Q4: 11,163 shares 11,163 $500K 0.02% +911 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: not reported; 2025Q1: 569 shares; 2025Q2: not reported; 2025Q3: 1,396 shares; 2025Q4: 1,421 shares 1,421 $499K 0.02% +25 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,346 shares; 2024Q4: 19,038 shares; 2025Q1: 17,424 shares; 2025Q2: 17,424 shares; 2025Q3: 18,787 shares; 2025Q4: 18,787 shares 18,787 $499K 0.02% 0 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: 9,260 shares; 2024Q4: 10,435 shares; 2025Q1: 11,671 shares; 2025Q2: 10,761 shares; 2025Q3: 10,761 shares; 2025Q4: 11,072 shares 11,072 $492K 0.02% +311 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,938 shares; 2025Q4: 11,371 shares 11,371 $487K 0.02% +433 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,473 shares; 2024Q4: 14,647 shares; 2025Q1: 13,617 shares; 2025Q2: 14,231 shares; 2025Q3: 14,229 shares; 2025Q4: 14,256 shares 14,256 $467K 0.02% +27 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,883 shares; 2025Q4: 2,963 shares 2,963 $465K 0.02% +80 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,740 shares; 2024Q4: 9,580 shares; 2025Q1: 9,482 shares; 2025Q2: 9,482 shares; 2025Q3: 9,482 shares; 2025Q4: 9,418 shares 9,418 $464K 0.02% -64 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,753 shares; 2024Q4: 9,731 shares; 2025Q1: 9,731 shares; 2025Q2: 9,731 shares; 2025Q3: 9,731 shares; 2025Q4: 10,338 shares 10,338 $460K 0.02% +607 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: 3,460 shares; 2025Q2: 3,366 shares; 2025Q3: 3,294 shares; 2025Q4: 3,249 shares 3,249 $458K 0.02% -45 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: 3,697 shares; 2024Q4: 5,047 shares; 2025Q1: 5,067 shares; 2025Q2: 4,974 shares; 2025Q3: 5,094 shares; 2025Q4: 5,121 shares 5,121 $458K 0.02% +27 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,105 shares; 2024Q4: 28,468 shares; 2025Q1: 12,583 shares; 2025Q2: 7,752 shares; 2025Q3: 7,677 shares; 2025Q4: 6,574 shares 6,574 $457K 0.02% -1,103 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: 4,322 shares; 2025Q1: 4,482 shares; 2025Q2: 4,482 shares; 2025Q3: 4,501 shares; 2025Q4: 5,445 shares 5,445 $449K 0.01% +944 Timeline OSCV 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: not reported; 2024Q4: 20,060 shares; 2025Q1: 20,644 shares; 2025Q2: 19,582 shares; 2025Q3: 15,185 shares; 2025Q4: 12,060 shares 12,060 $447K 0.01% -3,125 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 544 shares 544 $446K 0.01% new Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,442 shares; 2024Q4: 11,267 shares; 2025Q1: 11,267 shares; 2025Q2: 11,267 shares; 2025Q3: 11,267 shares; 2025Q4: 11,267 shares 11,267 $446K 0.01% 0 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: 8,995 shares; 2024Q4: 12,609 shares; 2025Q1: 9,932 shares; 2025Q2: 9,895 shares; 2025Q3: 9,985 shares; 2025Q4: 6,413 shares 6,413 $445K 0.01% -3,572 Timeline ADME 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: not reported; 2024Q4: 14,129 shares; 2025Q1: 14,693 shares; 2025Q2: 13,807 shares; 2025Q3: 10,516 shares; 2025Q4: 8,655 shares 8,655 $444K 0.01% -1,861 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,351 shares; 2024Q4: 5,450 shares; 2025Q1: 5,589 shares; 2025Q2: 5,454 shares; 2025Q3: 5,456 shares; 2025Q4: 5,456 shares 5,456 $433K 0.01% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,505 shares; 2024Q4: 9,516 shares; 2025Q1: 9,516 shares; 2025Q2: 9,516 shares; 2025Q3: 9,516 shares; 2025Q4: 10,164 shares 10,164 $425K 0.01% +648 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,317 shares; 2025Q3: 5,150 shares; 2025Q4: 5,140 shares 5,140 $415K 0.01% -10 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,407 shares; 2025Q3: 19,407 shares; 2025Q4: 12,617 shares 12,617 $413K 0.01% -6,790 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,409 shares; 2025Q1: 1,910 shares; 2025Q2: 1,766 shares; 2025Q3: 2,058 shares; 2025Q4: 1,967 shares 1,967 $408K 0.01% -91 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,241 shares; 2025Q4: 1,413 shares 1,413 $408K 0.01% +172 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: not reported; 2024Q4: 1,235 shares; 2025Q1: not reported; 2025Q2: 1,345 shares; 2025Q3: 1,736 shares; 2025Q4: 1,837 shares 1,837 $399K 0.01% +101 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 900 shares; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares; 2025Q3: 1,369 shares; 2025Q4: 1,371 shares 1,371 $398K 0.01% +2 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares; 2025Q2: 1,818 shares; 2025Q3: 1,818 shares; 2025Q4: 1,823 shares 1,823 $397K 0.01% +5 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,605 shares; 2025Q3: 8,932 shares; 2025Q4: 9,032 shares 9,032 $397K 0.01% +100 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,797 shares; 2025Q3: 4,797 shares; 2025Q4: 4,810 shares 4,810 $397K 0.01% +13 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,421 shares; 2025Q4: 4,121 shares 4,121 $396K 0.01% +700 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,324 shares; 2024Q4: 9,325 shares; 2025Q1: 9,325 shares; 2025Q2: 9,325 shares; 2025Q3: 9,010 shares; 2025Q4: 9,010 shares 9,010 $396K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186 shares; 2025Q4: 368 shares 368 $394K 0.01% +182 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 4,246 shares; 2025Q1: 4,246 shares; 2025Q2: 4,246 shares; 2025Q3: 4,246 shares; 2025Q4: 4,246 shares 4,246 $394K 0.01% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,943 shares; 2025Q3: 10,172 shares; 2025Q4: 10,240 shares 10,240 $390K 0.01% +68 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,357 shares; 2024Q4: 7,392 shares; 2025Q1: 7,449 shares; 2025Q2: 8,188 shares; 2025Q3: 8,331 shares; 2025Q4: 8,369 shares 8,369 $381K 0.01% +38 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: 7,392 shares; 2024Q4: 8,266 shares; 2025Q1: 8,513 shares; 2025Q2: 8,240 shares; 2025Q3: 8,326 shares; 2025Q4: 8,116 shares 8,116 $380K 0.01% -210 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,368 shares; 2025Q2: 2,470 shares; 2025Q3: 2,854 shares; 2025Q4: 3,005 shares 3,005 $378K 0.01% +151 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,867 shares; 2025Q4: 8,610 shares 8,610 $376K 0.01% -2,257 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,629 shares 6,629 $368K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,759 shares; 2025Q4: 1,560 shares 1,560 $361K 0.01% -199 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,398 shares; 2025Q1: 1,398 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares 1,426 $358K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 452 shares; 2025Q1: 640 shares; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 611 shares 611 $354K 0.01% +61 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,151 shares; 2024Q4: 5,171 shares; 2025Q1: 5,267 shares; 2025Q2: 5,267 shares; 2025Q3: 5,581 shares; 2025Q4: 5,574 shares 5,574 $348K 0.01% -7 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,509 shares; 2024Q4: 14,509 shares; 2025Q1: 14,509 shares; 2025Q2: 14,509 shares; 2025Q3: 14,509 shares; 2025Q4: 14,509 shares 14,509 $346K 0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,323 shares; 2025Q4: 5,114 shares 5,114 $342K 0.01% +1,791 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares 1,629 $336K 0.01% 0 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,978 shares; 2024Q4: 7,620 shares; 2025Q1: 7,620 shares; 2025Q2: 7,620 shares; 2025Q3: 7,978 shares; 2025Q4: 7,978 shares 7,978 $334K 0.01% 0 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,628 shares; 2024Q4: 9,628 shares; 2025Q1: 9,628 shares; 2025Q2: 9,628 shares; 2025Q3: 8,554 shares; 2025Q4: 8,303 shares 8,303 $332K 0.01% -251 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: not reported; 2024Q4: 4,283 shares; 2025Q1: 4,302 shares; 2025Q2: 3,238 shares; 2025Q3: 3,101 shares; 2025Q4: 4,001 shares 4,001 $331K 0.01% +900 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 3,268 shares; 2025Q4: 2,185 shares 2,185 $331K 0.01% -1,083 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 892 shares; 2025Q1: 934 shares; 2025Q2: 889 shares; 2025Q3: 890 shares; 2025Q4: 936 shares 936 $330K 0.01% +46 Timeline VCRM 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: not reported; 2024Q4: not reported; 2025Q1: 10,056 shares; 2025Q2: 5,474 shares; 2025Q3: 3,301 shares; 2025Q4: 4,336 shares 4,336 $328K 0.01% +1,035 Timeline ESGV 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: 4,777 shares; 2024Q4: 4,686 shares; 2025Q1: 4,360 shares; 2025Q2: 2,601 shares; 2025Q3: 2,702 shares; 2025Q4: 2,702 shares 2,702 $327K 0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 749 shares; 2025Q4: 786 shares 786 $324K 0.01% +37 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 5,672 shares; 2025Q1: 5,672 shares; 2025Q2: 5,672 shares; 2025Q3: 6,934 shares; 2025Q4: 6,934 shares 6,934 $322K 0.01% 0 Timeline MDYG 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: 3,546 shares; 2024Q4: 3,546 shares; 2025Q1: 3,545 shares; 2025Q2: 3,482 shares; 2025Q3: 3,482 shares; 2025Q4: 3,482 shares 3,482 $322K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,106 shares; 2025Q4: 5,936 shares 5,936 $320K 0.01% +830 Timeline EWL 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: not reported; 2024Q4: not reported; 2025Q1: 4,332 shares; 2025Q2: 4,892 shares; 2025Q3: 5,296 shares; 2025Q4: 5,334 shares 5,334 $320K 0.01% +38 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,215 shares; 2024Q4: 12,423 shares; 2025Q1: 10,629 shares; 2025Q2: not reported; 2025Q3: 13,765 shares; 2025Q4: 12,806 shares 12,806 $319K 0.01% -959 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: 5,571 shares; 2024Q4: 5,090 shares; 2025Q1: 4,771 shares; 2025Q2: 3,920 shares; 2025Q3: 4,728 shares; 2025Q4: 4,711 shares 4,711 $317K 0.01% -17 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,752 shares; 2025Q2: 1,750 shares; 2025Q3: 1,719 shares; 2025Q4: 1,780 shares 1,780 $316K 0.01% +61 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,228 shares 1,228 $316K 0.01% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,783 shares; 2025Q4: 1,834 shares 1,834 $314K 0.01% +51 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: not reported; 2024Q4: 2,727 shares; 2025Q1: 2,756 shares; 2025Q2: 2,619 shares; 2025Q3: 2,651 shares; 2025Q4: 2,682 shares 2,682 $311K 0.01% +31 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,803 shares; 2025Q4: 2,407 shares 2,407 $311K 0.01% +604 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: not reported; 2024Q4: 2,321 shares; 2025Q1: 2,328 shares; 2025Q2: 2,421 shares; 2025Q3: not reported; 2025Q4: 3,216 shares 3,216 $309K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,309 shares; 2025Q4: 4,317 shares 4,317 $308K 0.01% +8 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,738 shares; 2024Q4: 3,754 shares; 2025Q1: 3,738 shares; 2025Q2: 3,775 shares; 2025Q3: 3,795 shares; 2025Q4: 3,822 shares 3,822 $307K 0.01% +27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,677 shares; 2025Q4: 3,285 shares 3,285 $306K 0.01% +608 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,940 shares; 2025Q4: 18,222 shares 18,222 $300K 0.01% +3,282 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,390 shares; 2025Q4: 1,545 shares 1,545 $296K 0.01% +155 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,747 shares; 2025Q4: 1,910 shares 1,910 $294K 0.01% +163 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,029 shares; 2025Q4: 8,081 shares 8,081 $293K 0.01% +52 Timeline EZU 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: not reported; 2024Q4: not reported; 2025Q1: 4,567 shares; 2025Q2: 4,567 shares; 2025Q3: 4,567 shares; 2025Q4: 4,567 shares 4,567 $293K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 417 shares; 2025Q4: 469 shares 469 $292K 0.01% +52 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,331 shares 3,331 $292K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,772 shares; 2025Q4: 4,831 shares 4,831 $292K 0.01% +59 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,673 shares 5,673 $288K 0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,265 shares; 2025Q2: not reported; 2025Q3: 8,537 shares; 2025Q4: 8,934 shares 8,934 $286K 0.01% +397 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,853 shares; 2025Q4: 2,353 shares 2,353 $286K 0.01% -500 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,384 shares; 2025Q4: 4,388 shares 4,388 $285K 0.01% +4 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 2,198 shares; 2025Q1: 2,146 shares; 2025Q2: 2,158 shares; 2025Q3: 2,478 shares; 2025Q4: 2,877 shares 2,877 $284K 0.01% +399 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 566 shares; 2025Q4: 544 shares 544 $278K 0.01% -22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 673 shares; 2025Q4: 859 shares 859 $274K 0.01% +186 Timeline MDYV 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: 3,244 shares; 2024Q4: 4,254 shares; 2025Q1: 3,243 shares; 2025Q2: 3,204 shares; 2025Q3: 3,204 shares; 2025Q4: 3,204 shares 3,204 $271K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,047 shares; 2025Q4: 2,322 shares 2,322 $271K 0.01% +275 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,945 shares; 2025Q2: 3,945 shares; 2025Q3: 3,945 shares; 2025Q4: 3,945 shares 3,945 $269K 0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,475 shares; 2025Q1: 3,355 shares; 2025Q2: 2,769 shares; 2025Q3: 2,772 shares; 2025Q4: 2,828 shares 2,828 $266K 0.01% +56 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,752 shares; 2025Q3: 2,781 shares; 2025Q4: 2,703 shares 2,703 $264K 0.01% -78 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,660 shares; 2025Q2: 5,372 shares; 2025Q3: 5,431 shares; 2025Q4: 5,310 shares 5,310 $261K 0.01% -121 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,136 shares; 2025Q4: 6,090 shares 6,090 $260K 0.01% +2,954 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: 2,684 shares; 2024Q4: 2,728 shares; 2025Q1: 1,917 shares; 2025Q2: 1,916 shares; 2025Q3: 1,889 shares; 2025Q4: 1,889 shares 1,889 $259K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 742 shares; 2025Q4: 880 shares 880 $258K 0.01% +138 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,949 shares; 2025Q4: 5,949 shares 5,949 $256K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,925 shares; 2025Q4: 4,107 shares 4,107 $255K 0.01% +182 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 890 shares; 2025Q4: 1,016 shares 1,016 $255K 0.01% +126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,153 shares; 2025Q4: 5,638 shares 5,638 $254K 0.01% +485 Timeline EWC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,628 shares; 2025Q4: 4,691 shares 4,691 $253K 0.01% +63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 888 shares; 2025Q4: 817 shares 817 $252K 0.01% -71 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,466 shares; 2025Q4: 2,914 shares 2,914 $251K 0.01% -552 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,170 shares 5,170 $247K 0.01% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,664 shares; 2024Q4: 184,428 shares; 2025Q1: 123,432 shares; 2025Q2: 57,423 shares; 2025Q3: 10,846 shares; 2025Q4: 9,796 shares 9,796 $247K 0.01% -1,050 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 277 shares 277 $243K 0.01% new Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,377 shares; 2025Q4: 2,377 shares 2,377 $241K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,088 shares; 2025Q4: 6,521 shares 6,521 $241K 0.01% -567 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,631 shares 6,631 $241K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,365 shares; 2025Q4: 1,428 shares 1,428 $240K 0.01% +63 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,068 shares; 2025Q4: 1,045 shares 1,045 $239K 0.01% -23 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 936 shares; 2025Q4: 931 shares 931 $239K 0.01% -5 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: not reported; 2025Q4: 236 shares 236 $238K 0.01% new Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,755 shares; 2025Q4: 2,721 shares 2,721 $237K 0.01% -34 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53 shares 53 $236K 0.01% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,999 shares; 2025Q3: 4,030 shares; 2025Q4: 4,070 shares 4,070 $234K 0.01% +40 Timeline OCTZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 5,488 shares 5,488 $234K 0.01% -12 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: 6,151 shares; 2025Q1: 6,189 shares; 2025Q2: 6,111 shares; 2025Q3: 6,023 shares; 2025Q4: 5,900 shares 5,900 $231K 0.01% -123 Timeline FLAX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,391 shares; 2025Q4: 7,788 shares 7,788 $231K 0.01% +397 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,522 shares; 2025Q3: 4,554 shares; 2025Q4: 4,593 shares 4,593 $230K 0.01% +39 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,668 shares 1,668 $230K 0.01% new Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 1,831 shares; 2025Q1: 1,834 shares; 2025Q2: 2,667 shares; 2025Q3: not reported; 2025Q4: 1,845 shares 1,845 $228K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,768 shares 1,768 $226K 0.01% new Timeline JUCY 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: not reported; 2024Q4: 15,804 shares; 2025Q1: 17,274 shares; 2025Q2: 16,660 shares; 2025Q3: 11,504 shares; 2025Q4: 10,097 shares 10,097 $224K 0.01% -1,407 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,049 shares; 2025Q4: 1,049 shares 1,049 $223K 0.01% 0 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,492 shares 4,492 $222K 0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 709 shares 709 $221K 0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,010 shares; 2025Q4: 4,012 shares 4,012 $219K 0.01% +2 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,259 shares 2,259 $219K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,104 shares 4,104 $219K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,275 shares; 2025Q4: 2,472 shares 2,472 $218K 0.01% +197 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,587 shares; 2025Q3: 5,587 shares; 2025Q4: 5,587 shares 5,587 $218K 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: 12,409 shares; 2024Q4: 12,409 shares; 2025Q1: 12,409 shares; 2025Q2: 12,409 shares; 2025Q3: 7,479 shares; 2025Q4: 7,479 shares 7,479 $217K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,231 shares; 2025Q1: 2,231 shares; 2025Q2: 2,231 shares; 2025Q3: 2,384 shares; 2025Q4: 2,141 shares 2,141 $216K 0.01% -243 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,552 shares; 2025Q4: 2,552 shares 2,552 $216K 0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,965 shares 2,965 $215K 0.01% new Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,580 shares; 2025Q2: not reported; 2025Q3: 3,002 shares; 2025Q4: 2,927 shares 2,927 $214K 0.01% -75 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 470 shares 470 $213K 0.01% new Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,025 shares 3,025 $211K 0.01% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,600 shares 6,600 $206K 0.01% new Timeline PRF 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: 6,861 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,575 shares; 2025Q4: 4,356 shares 4,356 $204K 0.01% -219 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: 3,029 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,029 shares; 2025Q4: 3,029 shares 3,029 $204K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,315 shares 5,315 $204K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,417 shares 1,417 $203K 0.01% new Timeline PKW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,513 shares 1,513 $203K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 628 shares; 2025Q4: 629 shares 629 $203K 0.01% +1 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,584 shares 4,584 $200K 0.01% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,139 shares; 2024Q4: 10,139 shares; 2025Q1: 10,139 shares; 2025Q2: 10,139 shares; 2025Q3: 11,839 shares; 2025Q4: 10,139 shares 10,139 $156K 0.01% -1,700 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,897 shares; 2025Q4: 11,558 shares 11,558 $152K <0.01% +661 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $141K <0.01% 0 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,263 shares 11,263 $128K <0.01% new Timeline ALTO ALTO INGREDIENTS INC More: the full row for ALTO INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,600 shares; 2024Q4: 18,000 shares; 2025Q1: 24,000 shares; 2025Q2: 24,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares 24,000 $69.1K <0.01% 0 Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,944 shares 16,944 $28.6K <0.01% new Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $13.5K <0.01% 0 Timeline IMUX IMMUNIC INC More: the full row for IMMUNIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,417 shares; 2025Q2: 10,417 shares; 2025Q3: 10,417 shares; 2025Q4: 10,417 shares 10,417 $5.56K <0.01% 0 Timeline