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: 2,413,265 shares; 2024Q4: 1,802,373 shares; 2025Q1: 933,142 shares; 2025Q2: 2,632,595 shares; 2025Q3: 2,678,469 shares; 2025Q4: 3,155,022 shares 3,155,022 $282M 4.65% +476,553 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: 1,626,272 shares; 2024Q4: 1,696,604 shares; 2025Q1: 1,790,457 shares; 2025Q2: 1,807,277 shares; 2025Q3: 1,847,403 shares; 2025Q4: 1,873,038 shares 1,873,038 $248M 4.09% +25,635 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: 396,616 shares; 2024Q4: 449,044 shares; 2025Q1: 504,079 shares; 2025Q2: 672,373 shares; 2025Q3: 796,768 shares; 2025Q4: 837,401 shares 837,401 $228M 3.75% +40,633 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: 1,835,727 shares; 2024Q4: 2,002,917 shares; 2025Q1: 2,043,968 shares; 2025Q2: 2,903,847 shares; 2025Q3: 3,067,599 shares; 2025Q4: 3,804,642 shares 3,804,642 $218M 3.59% +737,043 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,398,392 shares; 2024Q4: 7,410,178 shares; 2025Q1: 7,764,062 shares; 2025Q2: 7,716,661 shares; 2025Q3: 7,773,924 shares; 2025Q4: 7,746,423 shares 7,746,423 $199M 3.29% -27,501 Timeline SCHI 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: 4,164,220 shares; 2024Q4: 8,158,176 shares; 2025Q1: 8,454,119 shares; 2025Q2: 8,366,590 shares; 2025Q3: 8,424,032 shares; 2025Q4: 8,429,126 shares 8,429,126 $194M 3.19% +5,094 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: 773,426 shares; 2024Q4: 812,668 shares; 2025Q1: 838,208 shares; 2025Q2: 861,595 shares; 2025Q3: 897,991 shares; 2025Q4: 918,400 shares 918,400 $183M 3.02% +20,409 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355,110 shares; 2024Q4: 2,454,382 shares; 2025Q1: 1,717,047 shares; 2025Q2: 2,363,376 shares; 2025Q3: 2,470,239 shares; 2025Q4: 2,561,235 shares 2,561,235 $183M 3.02% +90,996 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: 599,151 shares; 2024Q4: 612,484 shares; 2025Q1: 629,298 shares; 2025Q2: 621,162 shares; 2025Q3: 624,819 shares; 2025Q4: 1,250,548 shares 1,250,548 $180M 2.97% +625,729 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: 2,288,390 shares; 2024Q4: 2,281,875 shares; 2025Q1: 2,369,347 shares; 2025Q2: 2,346,252 shares; 2025Q3: 2,384,559 shares; 2025Q4: 2,376,713 shares 2,376,713 $176M 2.9% -7,846 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: 610,395 shares; 2024Q4: 722,616 shares; 2025Q1: 790,070 shares; 2025Q2: 1,021,773 shares; 2025Q3: 1,042,476 shares; 2025Q4: 939,933 shares 939,933 $175M 2.89% -102,543 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: 638,876 shares; 2024Q4: 654,086 shares; 2025Q1: 513,020 shares; 2025Q2: 207,214 shares; 2025Q3: 209,419 shares; 2025Q4: 210,451 shares 210,451 $144M 2.38% +1,032 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,539 shares; 2024Q4: 89,935 shares; 2025Q1: 93,493 shares; 2025Q2: 108,535 shares; 2025Q3: 114,228 shares; 2025Q4: 399,345 shares 399,345 $144M 2.37% +285,117 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: 166,499 shares; 2024Q4: 180,685 shares; 2025Q1: 198,722 shares; 2025Q2: 258,042 shares; 2025Q3: 282,470 shares; 2025Q4: 294,973 shares 294,973 $143M 2.35% +12,503 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: 233,032 shares; 2024Q4: 258,172 shares; 2025Q1: 288,186 shares; 2025Q2: 475,706 shares; 2025Q3: 501,797 shares; 2025Q4: 453,170 shares 453,170 $142M 2.35% -48,627 Timeline IYG 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: 1,506,690 shares; 2024Q4: 1,556,433 shares; 2025Q1: 1,626,775 shares; 2025Q2: 1,418,402 shares; 2025Q3: 1,438,932 shares; 2025Q4: 1,449,021 shares 1,449,021 $134M 2.2% +10,089 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,272 shares; 2024Q4: 427,132 shares; 2025Q1: 1,265,215 shares; 2025Q2: 1,271,770 shares; 2025Q3: 1,297,469 shares; 2025Q4: 1,304,901 shares 1,304,901 $133M 2.19% +7,432 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: 2,350,968 shares; 2024Q4: 2,385,775 shares; 2025Q1: 2,487,861 shares; 2025Q2: 2,571,806 shares; 2025Q3: 2,603,126 shares; 2025Q4: 2,605,154 shares 2,605,154 $132M 2.17% +2,028 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,097 shares; 2024Q4: 42,149 shares; 2025Q1: 120,846 shares; 2025Q2: 1,258,877 shares; 2025Q3: 1,352,377 shares; 2025Q4: 2,530,212 shares 2,530,212 $128M 2.11% +1,177,835 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: 152,407 shares; 2024Q4: 166,784 shares; 2025Q1: 180,190 shares; 2025Q2: 190,521 shares; 2025Q3: 198,835 shares; 2025Q4: 207,243 shares 207,243 $127M 2.1% +8,408 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 476,135 shares; 2025Q3: 482,122 shares; 2025Q4: 485,141 shares 485,141 $122M 2.01% +3,019 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332,634 shares; 2024Q4: 2,472,046 shares; 2025Q1: 2,530,980 shares; 2025Q2: 2,575,311 shares; 2025Q3: 2,630,714 shares; 2025Q4: 1,961,662 shares 1,961,662 $114M 1.88% -669,052 Timeline JIVE 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: 437,726 shares; 2024Q4: 469,855 shares; 2025Q1: 503,238 shares; 2025Q2: 1,289,327 shares; 2025Q3: 1,352,243 shares; 2025Q4: 1,409,592 shares 1,409,592 $113M 1.87% +57,349 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: 172,264 shares; 2024Q4: 186,825 shares; 2025Q1: 205,120 shares; 2025Q2: 445,873 shares; 2025Q3: 478,298 shares; 2025Q4: 445,322 shares 445,322 $103M 1.7% -32,976 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: 1,194,343 shares; 2024Q4: 1,219,301 shares; 2025Q1: 1,245,532 shares; 2025Q2: 1,228,082 shares; 2025Q3: 1,235,494 shares; 2025Q4: 1,235,781 shares 1,235,781 $99.1M 1.63% +287 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: 143,914 shares; 2024Q4: 153,511 shares; 2025Q1: 165,183 shares; 2025Q2: 223,537 shares; 2025Q3: 236,539 shares; 2025Q4: 264,469 shares 264,469 $85.2M 1.41% +27,930 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: 501,525 shares; 2024Q4: 505,971 shares; 2025Q1: 522,942 shares; 2025Q2: 509,627 shares; 2025Q3: 514,790 shares; 2025Q4: 517,598 shares 517,598 $80.1M 1.32% +2,808 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: 546,896 shares; 2024Q4: 577,301 shares; 2025Q1: 612,482 shares; 2025Q2: 634,509 shares; 2025Q3: 677,581 shares; 2025Q4: 710,816 shares 710,816 $79.2M 1.31% +33,235 Timeline IGSB 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: 439,640 shares; 2024Q4: 261,851 shares; 2025Q1: 391,450 shares; 2025Q2: 402,818 shares; 2025Q3: 438,366 shares; 2025Q4: 1,368,310 shares 1,368,310 $72.4M 1.19% +929,944 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684,764 shares; 2024Q4: 753,850 shares; 2025Q1: 824,590 shares; 2025Q2: 1,380,457 shares; 2025Q3: 1,444,152 shares; 2025Q4: 1,494,057 shares 1,494,057 $71.4M 1.18% +49,905 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818,990 shares; 2024Q4: 829,730 shares; 2025Q1: 858,352 shares; 2025Q2: 854,927 shares; 2025Q3: 864,561 shares; 2025Q4: 870,638 shares 870,638 $69.4M 1.14% +6,077 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: 461,547 shares; 2024Q4: 501,283 shares; 2025Q1: 545,964 shares; 2025Q2: 620,847 shares; 2025Q3: 646,437 shares; 2025Q4: 1,017,606 shares 1,017,606 $68.4M 1.13% +371,169 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: 415,593 shares; 2024Q4: 425,756 shares; 2025Q1: 441,296 shares; 2025Q2: 435,700 shares; 2025Q3: 438,399 shares; 2025Q4: 438,567 shares 438,567 $68M 1.12% +168 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: 498,707 shares; 2024Q4: 513,971 shares; 2025Q1: 529,097 shares; 2025Q2: 526,568 shares; 2025Q3: 531,151 shares; 2025Q4: 535,606 shares 535,606 $63.1M 1.04% +4,455 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516,042 shares; 2024Q4: 509,332 shares; 2025Q1: 1,017,616 shares; 2025Q2: 1,017,471 shares; 2025Q3: 1,036,991 shares; 2025Q4: 1,044,923 shares 1,044,923 $62.6M 1.03% +7,932 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: 668,661 shares; 2024Q4: 700,790 shares; 2025Q1: 772,553 shares; 2025Q2: 792,256 shares; 2025Q3: 824,023 shares; 2025Q4: 823,156 shares 823,156 $59.8M 0.99% -867 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: 234,162 shares; 2024Q4: 238,171 shares; 2025Q1: 242,542 shares; 2025Q2: 241,005 shares; 2025Q3: 242,480 shares; 2025Q4: 482,123 shares 482,123 $57.6M 0.95% +239,643 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440,301 shares; 2024Q4: 1,442,470 shares; 2025Q1: 1,494,159 shares; 2025Q2: 645,305 shares; 2025Q3: 653,979 shares; 2025Q4: 655,062 shares 655,062 $54.9M 0.9% +1,083 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,243 shares; 2024Q4: 243,796 shares; 2025Q1: 261,987 shares; 2025Q2: 360,645 shares; 2025Q3: 370,611 shares; 2025Q4: 380,553 shares 380,553 $52.4M 0.86% +9,942 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,820,666 shares; 2025Q3: 1,838,385 shares; 2025Q4: 1,850,133 shares 1,850,133 $49.4M 0.81% +11,748 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,777 shares; 2024Q4: 663,192 shares; 2025Q1: 723,699 shares; 2025Q2: 703,978 shares; 2025Q3: 725,075 shares; 2025Q4: 756,653 shares 756,653 $49.3M 0.81% +31,578 Timeline EUFN 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: 489,233 shares; 2024Q4: 526,298 shares; 2025Q1: 1,828,039 shares; 2025Q2: 2,360,087 shares; 2025Q3: 2,424,915 shares; 2025Q4: 1,198,311 shares 1,198,311 $44.4M 0.73% -1,226,604 Timeline IGLB 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: 1,571,666 shares; 2024Q4: 1,713,713 shares; 2025Q1: 1,877,759 shares; 2025Q2: 722,370 shares; 2025Q3: 755,235 shares; 2025Q4: 801,697 shares 801,697 $40.4M 0.67% +46,462 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,537 shares; 2024Q4: 550,344 shares; 2025Q1: 603,226 shares; 2025Q2: 381,257 shares; 2025Q3: 398,585 shares; 2025Q4: 414,610 shares 414,610 $38.6M 0.64% +16,025 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350,546 shares; 2024Q4: 753,502 shares; 2025Q1: 857,841 shares; 2025Q2: 898,984 shares; 2025Q3: 935,121 shares; 2025Q4: 975,633 shares 975,633 $35.8M 0.59% +40,512 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,470 shares; 2024Q4: 252,508 shares; 2025Q1: 249,294 shares; 2025Q2: 433,899 shares; 2025Q3: 471,938 shares; 2025Q4: 508,669 shares 508,669 $32.7M 0.54% +36,731 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: 2,587 shares; 2024Q4: 5,156 shares; 2025Q1: 9,391 shares; 2025Q2: 17,373 shares; 2025Q3: 23,630 shares; 2025Q4: 29,105 shares 29,105 $31.3M 0.52% +5,475 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: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 155,000 shares; 2025Q3: 158,660 shares; 2025Q4: 174,065 shares 174,065 $30.9M 0.51% +15,405 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: 755,866 shares; 2024Q4: 780,809 shares; 2025Q1: 652,989 shares; 2025Q2: 323,950 shares; 2025Q3: 326,534 shares; 2025Q4: 653,940 shares 653,940 $29.2M 0.48% +327,406 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: 317,949 shares; 2024Q4: 342,017 shares; 2025Q1: 373,968 shares; 2025Q2: 387,632 shares; 2025Q3: 402,832 shares; 2025Q4: 418,622 shares 418,622 $26M 0.43% +15,790 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,941 shares; 2025Q3: 23,659 shares; 2025Q4: 245,564 shares 245,564 $24.4M 0.4% +221,905 Timeline BSCT 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: 847,419 shares; 2024Q4: 914,536 shares; 2025Q1: 1,014,722 shares; 2025Q2: 1,128,016 shares; 2025Q3: 1,189,599 shares; 2025Q4: 1,284,447 shares 1,284,447 $24.2M 0.4% +94,848 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: 14,374 shares; 2024Q4: 19,503 shares; 2025Q1: 34,286 shares; 2025Q2: 35,542 shares; 2025Q3: 45,890 shares; 2025Q4: 47,437 shares 47,437 $23.8M 0.39% +1,547 Timeline FLJP 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: 527,174 shares; 2024Q4: 555,267 shares; 2025Q1: 614,527 shares; 2025Q2: 632,962 shares; 2025Q3: 659,659 shares; 2025Q4: 676,720 shares 676,720 $23.3M 0.38% +17,061 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: 3,417 shares; 2024Q4: 11,489 shares; 2025Q1: 12,081 shares; 2025Q2: 56,553 shares; 2025Q3: 60,108 shares; 2025Q4: 49,952 shares 49,952 $22.5M 0.37% -10,156 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: 27,028 shares; 2024Q4: 32,371 shares; 2025Q1: 35,636 shares; 2025Q2: 38,495 shares; 2025Q3: 41,745 shares; 2025Q4: 61,813 shares 61,813 $21.7M 0.36% +20,068 Timeline XLB 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: 224,221 shares; 2024Q4: 227,165 shares; 2025Q1: 233,382 shares; 2025Q2: 230,409 shares; 2025Q3: 231,559 shares; 2025Q4: 462,498 shares 462,498 $21M 0.35% +230,939 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: 105,046 shares; 2024Q4: 122,309 shares; 2025Q1: 130,498 shares; 2025Q2: 150,109 shares; 2025Q3: 158,269 shares; 2025Q4: 253,679 shares 253,679 $17.7M 0.29% +95,410 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: 209,548 shares; 2024Q4: 215,656 shares; 2025Q1: 223,435 shares; 2025Q2: 218,319 shares; 2025Q3: 221,007 shares; 2025Q4: 220,801 shares 220,801 $17.2M 0.28% -206 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,515 shares; 2024Q4: 141,863 shares; 2025Q1: 158,069 shares; 2025Q2: 158,316 shares; 2025Q3: 165,059 shares; 2025Q4: 156,332 shares 156,332 $16.4M 0.27% -8,727 Timeline RFDA 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: 532,417 shares; 2024Q4: 563,174 shares; 2025Q1: 259,309 shares; 2025Q2: 251,814 shares; 2025Q3: 246,292 shares; 2025Q4: 246,122 shares 246,122 $15.7M 0.26% -170 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: 3,337 shares; 2024Q4: 5,214 shares; 2025Q1: 7,958 shares; 2025Q2: 16,524 shares; 2025Q3: 26,273 shares; 2025Q4: 36,120 shares 36,120 $12.5M 0.21% +9,847 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: 116,494 shares; 2024Q4: 109,496 shares; 2025Q1: 102,340 shares; 2025Q2: 107,490 shares; 2025Q3: 111,154 shares; 2025Q4: 121,907 shares 121,907 $11.4M 0.19% +10,753 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,116 shares; 2024Q4: 245,032 shares; 2025Q1: 112,886 shares; 2025Q2: 124,939 shares; 2025Q3: 123,559 shares; 2025Q4: 123,451 shares 123,451 $9.94M 0.16% -108 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: 7,810 shares; 2024Q4: 8,900 shares; 2025Q1: 18,567 shares; 2025Q2: 23,827 shares; 2025Q3: 27,675 shares; 2025Q4: 31,661 shares 31,661 $9.91M 0.16% +3,986 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,247 shares; 2024Q4: 23,029 shares; 2025Q1: 23,042 shares; 2025Q2: 37,723 shares; 2025Q3: 38,859 shares; 2025Q4: 38,461 shares 38,461 $9.73M 0.16% -398 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: 28,981 shares; 2024Q4: 36,298 shares; 2025Q1: 46,978 shares; 2025Q2: 50,308 shares; 2025Q3: 62,134 shares; 2025Q4: 67,270 shares 67,270 $9.64M 0.16% +5,136 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,749 shares; 2024Q4: 208,186 shares; 2025Q1: 201,286 shares; 2025Q2: 276,872 shares; 2025Q3: 284,853 shares; 2025Q4: 308,635 shares 308,635 $9.56M 0.16% +23,782 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: 126,636 shares; 2024Q4: 148,289 shares; 2025Q1: 191,501 shares; 2025Q2: 54,417 shares; 2025Q3: 63,895 shares; 2025Q4: 78,215 shares 78,215 $9.41M 0.16% +14,320 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: 14,838 shares; 2024Q4: 22,459 shares; 2025Q1: 43,182 shares; 2025Q2: 64,738 shares; 2025Q3: 90,938 shares; 2025Q4: 158,992 shares 158,992 $9.14M 0.15% +68,054 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: 21,411 shares; 2024Q4: 27,353 shares; 2025Q1: 30,384 shares; 2025Q2: 34,337 shares; 2025Q3: 115,720 shares; 2025Q4: 165,484 shares 165,484 $9.1M 0.15% +49,764 Timeline SJNK 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: 362,365 shares; 2025Q3: 410,122 shares; 2025Q4: 351,851 shares 351,851 $8.91M 0.15% -58,271 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: 3,144 shares; 2024Q4: 3,481 shares; 2025Q1: 9,914 shares; 2025Q2: 9,424 shares; 2025Q3: 21,572 shares; 2025Q4: 30,577 shares 30,577 $6.99M 0.12% +9,005 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: 10,065 shares; 2024Q4: 445,322 shares; 2025Q1: 563,444 shares; 2025Q2: 85,270 shares; 2025Q3: 100,780 shares; 2025Q4: 101,266 shares 101,266 $6.68M 0.11% +486 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: 87,190 shares; 2024Q4: 92,666 shares; 2025Q1: 97,542 shares; 2025Q2: 97,953 shares; 2025Q3: 109,912 shares; 2025Q4: 130,131 shares 130,131 $6.57M 0.11% +20,219 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,635 shares; 2024Q4: 228,265 shares; 2025Q1: 127,167 shares; 2025Q2: 64,839 shares; 2025Q3: 73,973 shares; 2025Q4: 83,489 shares 83,489 $6.33M 0.1% +9,516 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,552 shares; 2025Q2: 9,559 shares; 2025Q3: 10,660 shares; 2025Q4: 10,675 shares 10,675 $6.05M 0.1% +15 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,099 shares; 2024Q4: 278,320 shares; 2025Q1: 299,899 shares; 2025Q2: 1,216,930 shares; 2025Q3: 1,300,896 shares; 2025Q4: 140,676 shares 140,676 $6.03M 0.1% -1,160,220 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: 3,355 shares; 2024Q4: 3,702 shares; 2025Q1: 11,564 shares; 2025Q2: 11,840 shares; 2025Q3: 17,579 shares; 2025Q4: 19,359 shares 19,359 $5.92M 0.1% +1,780 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: 25,609 shares; 2025Q2: 27,429 shares; 2025Q3: 32,155 shares; 2025Q4: 33,668 shares 33,668 $5.4M 0.09% +1,513 Timeline JPMB 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: 934,596 shares; 2024Q4: 1,033,698 shares; 2025Q1: 1,094,983 shares; 2025Q2: 88,078 shares; 2025Q3: 111,842 shares; 2025Q4: 128,484 shares 128,484 $5.19M 0.09% +16,642 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: 3,241 shares; 2024Q4: 2,929 shares; 2025Q1: 4,324 shares; 2025Q2: 4,850 shares; 2025Q3: 7,363 shares; 2025Q4: 8,915 shares 8,915 $5.11M 0.08% +1,552 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,953 shares; 2025Q3: 28,253 shares; 2025Q4: 30,473 shares 30,473 $4.96M 0.08% +2,220 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: 3,623 shares; 2024Q4: 3,758 shares; 2025Q1: 5,987 shares; 2025Q2: 8,438 shares; 2025Q3: 12,212 shares; 2025Q4: 14,008 shares 14,008 $4.82M 0.08% +1,796 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: 57,648 shares; 2024Q4: 63,603 shares; 2025Q1: 71,200 shares; 2025Q2: 81,341 shares; 2025Q3: 98,899 shares; 2025Q4: 119,642 shares 119,642 $4.68M 0.08% +20,743 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: 5,739 shares; 2024Q4: 6,280 shares; 2025Q1: 10,566 shares; 2025Q2: 14,921 shares; 2025Q3: 19,199 shares; 2025Q4: 22,441 shares 22,441 $4.64M 0.08% +3,242 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: 933 shares; 2024Q4: 1,497 shares; 2025Q1: 2,367 shares; 2025Q2: 2,454 shares; 2025Q3: 5,226 shares; 2025Q4: 6,716 shares 6,716 $4.43M 0.07% +1,490 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: 1,911 shares; 2024Q4: 2,871 shares; 2025Q1: 3,947 shares; 2025Q2: 9,974 shares; 2025Q3: 11,251 shares; 2025Q4: 22,679 shares 22,679 $4.42M 0.07% +11,428 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: 5,373 shares; 2024Q4: 6,659 shares; 2025Q1: 9,320 shares; 2025Q2: 17,433 shares; 2025Q3: 30,739 shares; 2025Q4: 57,149 shares 57,149 $4.4M 0.07% +26,410 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: 65,844 shares; 2024Q4: 88,823 shares; 2025Q1: 100,617 shares; 2025Q2: 10,483 shares; 2025Q3: 15,259 shares; 2025Q4: 28,511 shares 28,511 $4.35M 0.07% +13,252 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: 2,750 shares; 2024Q4: 4,444 shares; 2025Q1: 5,210 shares; 2025Q2: 6,180 shares; 2025Q3: 8,326 shares; 2025Q4: 8,277 shares 8,277 $3.92M 0.06% -49 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: 3,299 shares; 2024Q4: 3,450 shares; 2025Q1: 6,630 shares; 2025Q2: 8,902 shares; 2025Q3: 10,622 shares; 2025Q4: 13,200 shares 13,200 $3.91M 0.06% +2,578 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,653 shares; 2024Q4: 730,415 shares; 2025Q1: 748,228 shares; 2025Q2: 104,857 shares; 2025Q3: 119,678 shares; 2025Q4: 132,582 shares 132,582 $3.89M 0.06% +12,904 Timeline RFCI 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: 406,767 shares; 2024Q4: 394,541 shares; 2025Q1: 177,447 shares; 2025Q2: 169,227 shares; 2025Q3: 167,253 shares; 2025Q4: 166,813 shares 166,813 $3.78M 0.06% -440 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,138 shares; 2025Q2: 31,965 shares; 2025Q3: 27,105 shares; 2025Q4: 28,055 shares 28,055 $3.72M 0.06% +950 Timeline EDV 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: 890,993 shares; 2024Q4: 736,844 shares; 2025Q1: 43,155 shares; 2025Q2: 58,587 shares; 2025Q3: 54,434 shares; 2025Q4: 55,817 shares 55,817 $3.63M 0.06% +1,383 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: 3,571 shares; 2024Q4: 6,933 shares; 2025Q1: 40,459 shares; 2025Q2: 37,600 shares; 2025Q3: 37,234 shares; 2025Q4: 35,587 shares 35,587 $3.42M 0.06% -1,647 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: 3,088 shares; 2024Q4: 3,708 shares; 2025Q1: 7,843 shares; 2025Q2: 11,888 shares; 2025Q3: 14,742 shares; 2025Q4: 18,135 shares 18,135 $3.33M 0.05% +3,393 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: 11,789 shares; 2024Q4: 11,974 shares; 2025Q1: 15,768 shares; 2025Q2: 15,901 shares; 2025Q3: 29,821 shares; 2025Q4: 25,764 shares 25,764 $3.23M 0.05% -4,057 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,390 shares; 2024Q4: 14,390 shares; 2025Q1: 59,062 shares; 2025Q2: 59,062 shares; 2025Q3: 59,062 shares; 2025Q4: 59,062 shares 59,062 $3.18M 0.05% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,844 shares; 2024Q4: 8,795 shares; 2025Q1: 8,966 shares; 2025Q2: 8,394 shares; 2025Q3: 13,496 shares; 2025Q4: 8,719 shares 8,719 $3.06M 0.05% -4,777 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,252 shares; 2024Q4: 56,122 shares; 2025Q1: 63,950 shares; 2025Q2: 82,567 shares; 2025Q3: 101,585 shares; 2025Q4: 109,721 shares 109,721 $3.02M 0.05% +8,136 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: 61,975 shares; 2024Q4: 58,033 shares; 2025Q1: 58,937 shares; 2025Q2: 56,146 shares; 2025Q3: 55,385 shares; 2025Q4: 47,203 shares 47,203 $2.95M 0.05% -8,182 Timeline AFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,605 shares; 2024Q4: 79,980 shares; 2025Q1: 38,714 shares; 2025Q2: 37,499 shares; 2025Q3: 37,005 shares; 2025Q4: 36,935 shares 36,935 $2.92M 0.05% -70 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: not reported; 2024Q4: 2,771 shares; 2025Q1: 2,823 shares; 2025Q2: 3,023 shares; 2025Q3: 4,258 shares; 2025Q4: 5,055 shares 5,055 $2.89M 0.05% +797 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,084 shares; 2024Q4: 133,108 shares; 2025Q1: 127,817 shares; 2025Q2: 131,972 shares; 2025Q3: 131,614 shares; 2025Q4: 70,724 shares 70,724 $2.87M 0.05% -60,890 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: 2,021 shares; 2025Q2: 2,017 shares; 2025Q3: 2,525 shares; 2025Q4: 9,267 shares 9,267 $2.85M 0.05% +6,742 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,670 shares; 2024Q4: 23,485 shares; 2025Q1: 55,181 shares; 2025Q2: 57,192 shares; 2025Q3: 58,342 shares; 2025Q4: 51,445 shares 51,445 $2.72M 0.04% -6,897 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: 379 shares; 2024Q4: 484 shares; 2025Q1: 4,458 shares; 2025Q2: 4,571 shares; 2025Q3: 4,770 shares; 2025Q4: 4,693 shares 4,693 $2.72M 0.04% -77 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: 960 shares; 2025Q1: 1,461 shares; 2025Q2: 5,738 shares; 2025Q3: 7,251 shares; 2025Q4: 13,706 shares 13,706 $2.67M 0.04% +6,455 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: 13,547 shares; 2024Q4: 18,481 shares; 2025Q1: 18,546 shares; 2025Q2: 20,646 shares; 2025Q3: 20,646 shares; 2025Q4: 20,688 shares 20,688 $2.55M 0.04% +42 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: 12,164 shares; 2024Q4: 13,089 shares; 2025Q1: 16,901 shares; 2025Q2: 20,105 shares; 2025Q3: 23,137 shares; 2025Q4: 24,205 shares 24,205 $2.55M 0.04% +1,068 Timeline RIGS 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: 202,718 shares; 2024Q4: 197,407 shares; 2025Q1: 85,922 shares; 2025Q2: 112,833 shares; 2025Q3: 107,971 shares; 2025Q4: 107,890 shares 107,890 $2.49M 0.04% -81 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 9,824 shares; 2025Q1: 34,124 shares; 2025Q2: 34,706 shares; 2025Q3: 35,993 shares; 2025Q4: 33,819 shares 33,819 $2.27M 0.04% -2,174 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,687 shares; 2025Q1: 8,882 shares; 2025Q2: 9,796 shares; 2025Q3: 13,725 shares; 2025Q4: 14,031 shares 14,031 $2.25M 0.04% +306 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: 11,654 shares; 2025Q4: 12,816 shares 12,816 $2.19M 0.04% +1,162 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: 750 shares; 2024Q4: 832 shares; 2025Q1: 963 shares; 2025Q2: 1,789 shares; 2025Q3: 2,141 shares; 2025Q4: 2,515 shares 2,515 $2.17M 0.04% +374 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: not reported; 2025Q2: 8,842 shares; 2025Q3: 53,805 shares; 2025Q4: 21,025 shares 21,025 $2.11M 0.03% -32,780 Timeline HYGW 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: 12,085 shares; 2025Q1: 14,031 shares; 2025Q2: 34,874 shares; 2025Q3: 35,556 shares; 2025Q4: 69,757 shares 69,757 $2.08M 0.03% +34,201 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: 36,479 shares; 2025Q3: 56,834 shares; 2025Q4: 57,434 shares 57,434 $2.08M 0.03% +600 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: 5,849 shares; 2024Q4: 6,851 shares; 2025Q1: 7,514 shares; 2025Q2: 13,160 shares; 2025Q3: 17,465 shares; 2025Q4: 18,035 shares 18,035 $2.05M 0.03% +570 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 3,581 shares; 2025Q1: 5,380 shares; 2025Q2: 5,904 shares; 2025Q3: 21,158 shares; 2025Q4: 21,308 shares 21,308 $2.03M 0.03% +150 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: 529 shares; 2025Q2: 656 shares; 2025Q3: 651 shares; 2025Q4: 2,175 shares 2,175 $1.91M 0.03% +1,524 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: 6,703 shares; 2024Q4: 7,708 shares; 2025Q1: 7,630 shares; 2025Q2: 9,494 shares; 2025Q3: 9,374 shares; 2025Q4: 9,236 shares 9,236 $1.76M 0.03% -138 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: 2,317 shares; 2024Q4: 2,160 shares; 2025Q1: 2,336 shares; 2025Q2: 2,336 shares; 2025Q3: 2,336 shares; 2025Q4: 2,336 shares 2,336 $1.76M 0.03% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 2,697 shares; 2025Q1: 4,972 shares; 2025Q2: 5,065 shares; 2025Q3: 5,039 shares; 2025Q4: 5,039 shares 5,039 $1.73M 0.03% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 6,577 shares; 2025Q1: 4,988 shares; 2025Q2: 4,988 shares; 2025Q3: 5,288 shares; 2025Q4: 9,486 shares 9,486 $1.73M 0.03% +4,198 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 3,630 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 3,543 shares; 2025Q4: 3,552 shares 3,552 $1.72M 0.03% +9 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: not reported; 2024Q4: 4,129 shares; 2025Q1: 17,646 shares; 2025Q2: 19,494 shares; 2025Q3: 27,762 shares; 2025Q4: 28,492 shares 28,492 $1.64M 0.03% +730 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: 7,746 shares; 2024Q4: 9,086 shares; 2025Q1: 15,287 shares; 2025Q2: 23,393 shares; 2025Q3: 34,176 shares; 2025Q4: 39,657 shares 39,657 $1.62M 0.03% +5,481 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 1,895 shares; 2025Q1: 2,795 shares; 2025Q2: 2,711 shares; 2025Q3: 2,601 shares; 2025Q4: 2,525 shares 2,525 $1.58M 0.03% -76 Timeline GPIX 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: 20,154 shares; 2025Q2: 33,558 shares; 2025Q3: 31,975 shares; 2025Q4: 29,063 shares 29,063 $1.53M 0.03% -2,912 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,484 shares; 2024Q4: 6,414 shares; 2025Q1: 11,764 shares; 2025Q2: 14,050 shares; 2025Q3: 15,402 shares; 2025Q4: 17,438 shares 17,438 $1.52M 0.03% +2,036 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: not reported; 2024Q4: 255 shares; 2025Q1: 267 shares; 2025Q2: 788 shares; 2025Q3: 1,518 shares; 2025Q4: 15,850 shares 15,850 $1.49M 0.02% +14,332 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,636 shares; 2025Q1: 2,351 shares; 2025Q2: 13,778 shares; 2025Q3: 13,778 shares; 2025Q4: 13,778 shares 13,778 $1.48M 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,640 shares; 2024Q4: 16,721 shares; 2025Q1: 16,818 shares; 2025Q2: 6,765 shares; 2025Q3: 18,693 shares; 2025Q4: 21,885 shares 21,885 $1.47M 0.02% +3,192 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares; 2025Q3: 646 shares; 2025Q4: 2,191 shares 2,191 $1.43M 0.02% +1,545 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: 5,880 shares; 2025Q2: 6,057 shares; 2025Q3: 9,278 shares; 2025Q4: 17,755 shares 17,755 $1.43M 0.02% +8,477 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: 8,110 shares; 2025Q4: 37,772 shares 37,772 $1.39M 0.02% +29,662 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: 2,166 shares; 2024Q4: 2,526 shares; 2025Q1: 3,651 shares; 2025Q2: 3,163 shares; 2025Q3: 5,427 shares; 2025Q4: 8,038 shares 8,038 $1.37M 0.02% +2,611 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: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 1,623 shares 1,623 $1.33M 0.02% +1,232 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,305 shares; 2024Q4: 6,502 shares; 2025Q1: 7,503 shares; 2025Q2: 8,788 shares; 2025Q3: 8,732 shares; 2025Q4: 8,584 shares 8,584 $1.32M 0.02% -148 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: 8,900 shares; 2025Q4: 14,718 shares 14,718 $1.29M 0.02% +5,818 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: 1,013 shares; 2024Q4: 1,463 shares; 2025Q1: 1,356 shares; 2025Q2: 2,072 shares; 2025Q3: 2,681 shares; 2025Q4: 3,932 shares 3,932 $1.25M 0.02% +1,251 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: 2,108 shares; 2024Q4: 2,117 shares; 2025Q1: 2,117 shares; 2025Q2: 2,643 shares; 2025Q3: 4,867 shares; 2025Q4: 5,134 shares 5,134 $1.24M 0.02% +267 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: 1,691 shares; 2025Q3: 2,941 shares; 2025Q4: 4,174 shares 4,174 $1.21M 0.02% +1,233 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: 3,648 shares; 2024Q4: 3,910 shares; 2025Q1: 3,910 shares; 2025Q2: 4,484 shares; 2025Q3: 5,288 shares; 2025Q4: 5,452 shares 5,452 $1.2M 0.02% +164 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 6,345 shares; 2025Q2: 6,346 shares; 2025Q3: 6,346 shares; 2025Q4: 6,409 shares 6,409 $1.19M 0.02% +63 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: 5,203 shares; 2025Q2: 6,853 shares; 2025Q3: 19,838 shares; 2025Q4: 21,560 shares 21,560 $1.16M 0.02% +1,722 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: 1,242 shares; 2024Q4: 2,001 shares; 2025Q1: 2,194 shares; 2025Q2: 2,088 shares; 2025Q3: 5,705 shares; 2025Q4: 5,497 shares 5,497 $1.15M 0.02% -208 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: 2,836 shares; 2024Q4: 2,658 shares; 2025Q1: 3,780 shares; 2025Q2: 1,940 shares; 2025Q3: 3,528 shares; 2025Q4: 4,927 shares 4,927 $1.14M 0.02% +1,399 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: 75,363 shares; 2024Q4: 97,427 shares; 2025Q1: 108,461 shares; 2025Q2: 58,195 shares; 2025Q3: 59,592 shares; 2025Q4: 63,701 shares 63,701 $1.13M 0.02% +4,109 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS 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: 3,870 shares; 2025Q4: 3,891 shares 3,891 $1.11M 0.02% +21 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: 7,732 shares; 2024Q4: 9,313 shares; 2025Q1: 10,848 shares; 2025Q2: 8,845 shares; 2025Q3: 11,016 shares; 2025Q4: 11,403 shares 11,403 $1.1M 0.02% +387 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: 1,331 shares; 2024Q4: 1,353 shares; 2025Q1: 1,386 shares; 2025Q2: 1,364 shares; 2025Q3: 1,588 shares; 2025Q4: 1,593 shares 1,593 $1.09M 0.02% +5 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,907 shares; 2025Q3: 9,271 shares; 2025Q4: 10,111 shares 10,111 $1.08M 0.02% +840 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: 1,428 shares; 2024Q4: 1,840 shares; 2025Q1: 1,881 shares; 2025Q2: 2,298 shares; 2025Q3: 2,298 shares; 2025Q4: 2,154 shares 2,154 $1.05M 0.02% -144 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: 884 shares; 2025Q2: 1,124 shares; 2025Q3: 1,130 shares; 2025Q4: 3,358 shares 3,358 $1.05M 0.02% +2,228 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 2,472 shares 2,472 $1.04M 0.02% new Timeline PLXS PLEXUS CORP More: the full row for PLEXUS 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: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $1.03M 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,012 shares 26,012 $1.02M 0.02% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,621 shares; 2025Q1: 1,696 shares; 2025Q2: 1,221 shares; 2025Q3: 2,686 shares; 2025Q4: 3,936 shares 3,936 $1.01M 0.02% +1,250 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: 1,696 shares; 2025Q3: 5,504 shares; 2025Q4: 5,684 shares 5,684 $1.01M 0.02% +180 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: 28,877 shares; 2024Q4: 28,506 shares; 2025Q1: 10,471 shares; 2025Q2: 10,495 shares; 2025Q3: 10,295 shares; 2025Q4: 10,214 shares 10,214 $982K 0.02% -81 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: 27,503 shares; 2024Q4: 29,711 shares; 2025Q1: 33,298 shares; 2025Q2: 2,556 shares; 2025Q3: 2,602 shares; 2025Q4: 2,940 shares 2,940 $971K 0.02% +338 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: 3,991 shares; 2024Q4: 4,075 shares; 2025Q1: 3,949 shares; 2025Q2: 4,048 shares; 2025Q3: 7,641 shares; 2025Q4: 8,208 shares 8,208 $962K 0.02% +567 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: not reported; 2024Q4: not reported; 2025Q1: 20,209 shares; 2025Q2: 22,162 shares; 2025Q3: 35,618 shares; 2025Q4: 38,266 shares 38,266 $951K 0.02% +2,648 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: 1,081 shares; 2024Q4: 1,451 shares; 2025Q1: 1,612 shares; 2025Q2: 2,216 shares; 2025Q3: 1,643 shares; 2025Q4: 2,524 shares 2,524 $934K 0.02% +881 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: not reported; 2024Q4: 588 shares; 2025Q1: 1,812 shares; 2025Q2: 1,739 shares; 2025Q3: 1,739 shares; 2025Q4: 1,927 shares 1,927 $932K 0.02% +188 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,485 shares; 2025Q4: 1,985 shares 1,985 $930K 0.02% +500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,173 shares; 2025Q3: 9,114 shares; 2025Q4: 9,143 shares 9,143 $913K 0.02% +29 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC 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: 4,903 shares; 2025Q2: 4,903 shares; 2025Q3: 4,903 shares; 2025Q4: 4,908 shares 4,908 $909K 0.01% +5 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: not reported; 2024Q4: 3,518 shares; 2025Q1: 3,960 shares; 2025Q2: 4,518 shares; 2025Q3: 4,345 shares; 2025Q4: 4,315 shares 4,315 $908K 0.01% -30 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: not reported; 2024Q4: 1,046 shares; 2025Q1: 1,441 shares; 2025Q2: 2,662 shares; 2025Q3: 3,201 shares; 2025Q4: 3,118 shares 3,118 $904K 0.01% -83 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,437 shares; 2025Q3: 2,476 shares; 2025Q4: 2,730 shares 2,730 $894K 0.01% +254 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,081 shares; 2024Q4: 16,319 shares; 2025Q1: 16,319 shares; 2025Q2: 6,240 shares; 2025Q3: 18,576 shares; 2025Q4: 21,968 shares 21,968 $883K 0.01% +3,392 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,744 shares; 2024Q4: 9,881 shares; 2025Q1: 10,815 shares; 2025Q2: 12,477 shares; 2025Q3: 14,068 shares; 2025Q4: 15,032 shares 15,032 $881K 0.01% +964 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: 12,000 shares; 2024Q4: 12,907 shares; 2025Q1: 14,071 shares; 2025Q2: 13,927 shares; 2025Q3: 15,815 shares; 2025Q4: 17,305 shares 17,305 $879K 0.01% +1,490 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,138 shares; 2025Q1: 1,274 shares; 2025Q2: 1,691 shares; 2025Q3: 1,770 shares; 2025Q4: 2,880 shares 2,880 $875K 0.01% +1,110 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR 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: 8,000 shares; 2025Q2: 6,007 shares; 2025Q3: 6,007 shares; 2025Q4: 5,371 shares 5,371 $833K 0.01% -636 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 7,593 shares; 2025Q4: 7,593 shares 7,593 $832K 0.01% 0 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: 2,320 shares; 2025Q3: 3,621 shares; 2025Q4: 6,932 shares 6,932 $830K 0.01% +3,311 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: 437 shares; 2025Q1: 471 shares; 2025Q2: 494 shares; 2025Q3: 746 shares; 2025Q4: 1,448 shares 1,448 $826K 0.01% +702 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,610 shares; 2025Q4: 3,839 shares 3,839 $822K 0.01% +2,229 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: 231,040 shares; 2024Q4: 535,776 shares; 2025Q1: 586,689 shares; 2025Q2: 6,777 shares; 2025Q3: 6,777 shares; 2025Q4: 6,795 shares 6,795 $817K 0.01% +18 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS 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: 8,387 shares; 2025Q4: 8,387 shares 8,387 $800K 0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE 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: 7,400 shares; 2025Q4: 7,712 shares 7,712 $790K 0.01% +312 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: not reported; 2025Q4: 6,264 shares 6,264 $789K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: not reported; 2025Q1: 651 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,832 shares 2,832 $779K 0.01% new 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: 666 shares; 2025Q1: 910 shares; 2025Q2: 1,687 shares; 2025Q3: 2,998 shares; 2025Q4: 2,895 shares 2,895 $767K 0.01% -103 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: 13,708 shares; 2025Q2: 13,708 shares; 2025Q3: 13,708 shares; 2025Q4: 13,708 shares 13,708 $750K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,020 shares; 2025Q2: 2,943 shares; 2025Q3: 2,826 shares; 2025Q4: 4,298 shares 4,298 $746K 0.01% +1,472 Timeline RYLD 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: 70,152 shares; 2024Q4: 93,054 shares; 2025Q1: 107,634 shares; 2025Q2: 26,571 shares; 2025Q3: 34,349 shares; 2025Q4: 48,713 shares 48,713 $745K 0.01% +14,364 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares 32,000 $743K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,846 shares; 2025Q2: 2,870 shares; 2025Q3: 2,870 shares; 2025Q4: 2,992 shares 2,992 $737K 0.01% +122 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 5,061 shares; 2025Q1: 22,729 shares; 2025Q2: 12,337 shares; 2025Q3: 8,728 shares; 2025Q4: 7,643 shares 7,643 $736K 0.01% -1,085 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,257 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares 11,200 $729K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,148 shares; 2025Q1: 3,487 shares; 2025Q2: 2,593 shares; 2025Q3: 2,593 shares; 2025Q4: 2,503 shares 2,503 $726K 0.01% -90 Timeline KKR KKR & CO INC More: the full row for KKR & CO 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: 5,618 shares; 2025Q2: 5,618 shares; 2025Q3: 5,618 shares; 2025Q4: 5,677 shares 5,677 $724K 0.01% +59 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $721K 0.01% 0 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: 3,400 shares; 2024Q4: 3,939 shares; 2025Q1: 4,535 shares; 2025Q2: 4,173 shares; 2025Q3: 7,612 shares; 2025Q4: 7,688 shares 7,688 $720K 0.01% +76 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 8,785 shares 8,785 $717K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,153 shares; 2025Q4: 8,214 shares 8,214 $716K 0.01% +5,061 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: 4,026 shares; 2024Q4: 4,233 shares; 2025Q1: 4,780 shares; 2025Q2: 5,069 shares; 2025Q3: 7,957 shares; 2025Q4: 4,956 shares 4,956 $711K 0.01% -3,001 Timeline IEO 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: 7,066 shares; 2025Q3: 5,392 shares; 2025Q4: 7,696 shares 7,696 $687K 0.01% +2,304 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,478 shares; 2024Q4: 8,200 shares; 2025Q1: 8,890 shares; 2025Q2: 5,115 shares; 2025Q3: 10,149 shares; 2025Q4: 11,369 shares 11,369 $682K 0.01% +1,220 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,219 shares 3,219 $682K 0.01% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,870 shares; 2025Q1: 10,870 shares; 2025Q2: 15,009 shares; 2025Q3: 15,009 shares; 2025Q4: 15,009 shares 15,009 $667K 0.01% 0 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: not reported; 2025Q4: 2,304 shares 2,304 $658K 0.01% 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: 492 shares; 2024Q4: 548 shares; 2025Q1: 853 shares; 2025Q2: 1,234 shares; 2025Q3: 1,169 shares; 2025Q4: 1,386 shares 1,386 $645K 0.01% +217 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: 2,625 shares; 2024Q4: 2,709 shares; 2025Q1: 4,187 shares; 2025Q2: 4,476 shares; 2025Q3: 4,901 shares; 2025Q4: 2,929 shares 2,929 $636K 0.01% -1,972 Timeline HEDJ 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: 29,986 shares; 2024Q4: 28,838 shares; 2025Q1: 12,180 shares; 2025Q2: 11,916 shares; 2025Q3: 11,764 shares; 2025Q4: 11,798 shares 11,798 $626K 0.01% +34 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: not reported; 2025Q4: 1,014 shares 1,014 $620K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS 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: 1,608 shares 1,608 $616K 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 1,555 shares; 2025Q3: 4,215 shares; 2025Q4: 4,249 shares 4,249 $615K 0.01% +34 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: not reported; 2024Q4: not reported; 2025Q1: 9,809 shares; 2025Q2: 11,947 shares; 2025Q3: 17,583 shares; 2025Q4: 24,049 shares 24,049 $599K 0.01% +6,466 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000 $598K 0.01% 0 Timeline PRFZ 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: 12,169 shares; 2024Q4: 11,904 shares; 2025Q1: 12,124 shares; 2025Q2: 7,975 shares; 2025Q3: 12,379 shares; 2025Q4: 12,599 shares 12,599 $578K 0.01% +220 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,028 shares; 2025Q2: 4,086 shares; 2025Q3: 8,720 shares; 2025Q4: 9,590 shares 9,590 $576K 0.01% +870 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: 4,028 shares; 2024Q4: 4,046 shares; 2025Q1: 4,063 shares; 2025Q2: 3,063 shares; 2025Q3: 3,063 shares; 2025Q4: 3,102 shares 3,102 $560K 0.01% +39 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,395 shares; 2025Q2: 4,238 shares; 2025Q3: 4,616 shares; 2025Q4: 7,075 shares 7,075 $559K 0.01% +2,459 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA 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: not reported; 2025Q4: 2,500 shares 2,500 $558K 0.01% new Timeline YUEIY Yue Yuen Industrial (Holdings) More: the full row for Yue Yuen Industrial (Holdings) 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: 26,916 shares; 2025Q3: 52,658 shares; 2025Q4: 54,300 shares 54,300 $557K 0.01% +1,642 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,047 shares 2,047 $555K 0.01% new 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: 4,879 shares; 2024Q4: 5,319 shares; 2025Q1: 6,047 shares; 2025Q2: 5,719 shares; 2025Q3: 5,945 shares; 2025Q4: 6,529 shares 6,529 $550K 0.01% +584 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,929 shares; 2025Q4: 2,907 shares 2,907 $539K 0.01% -22 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,676 shares; 2025Q2: 1,640 shares; 2025Q3: 2,196 shares; 2025Q4: 2,223 shares 2,223 $539K 0.01% +27 Timeline EMM 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: 9,266 shares; 2025Q1: 15,490 shares; 2025Q2: 15,490 shares; 2025Q3: 15,490 shares; 2025Q4: 15,490 shares 15,490 $530K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,246 shares; 2025Q3: 2,759 shares; 2025Q4: 3,448 shares 3,448 $530K 0.01% +689 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: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,798 shares; 2025Q4: 3,816 shares 3,816 $526K 0.01% +18 Timeline NRG NRG ENERGY INC More: the full row for NRG 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: not reported; 2025Q4: 3,268 shares 3,268 $520K 0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,891 shares 1,891 $516K 0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES 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: 1,183 shares; 2025Q4: 1,290 shares 1,290 $502K 0.01% +107 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,493 shares; 2024Q4: 36,319 shares; 2025Q1: 41,577 shares; 2025Q2: 18,291 shares; 2025Q3: 18,614 shares; 2025Q4: 13,176 shares 13,176 $501K 0.01% -5,438 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,036 shares; 2025Q3: 1,036 shares; 2025Q4: 736 shares 736 $496K 0.01% -300 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,799 shares; 2024Q4: 14,799 shares; 2025Q1: 40,036 shares; 2025Q2: 38,540 shares; 2025Q3: 38,540 shares; 2025Q4: 28,574 shares 28,574 $496K 0.01% -9,966 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: 250 shares; 2025Q4: 459 shares 459 $491K 0.01% +209 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,164 shares; 2025Q2: 3,164 shares; 2025Q3: 3,164 shares; 2025Q4: 3,676 shares 3,676 $482K 0.01% +512 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,846 shares; 2025Q4: 2,958 shares 2,958 $482K 0.01% +1,112 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 6,972 shares; 2025Q1: 6,972 shares; 2025Q2: 6,972 shares; 2025Q3: 6,972 shares; 2025Q4: 6,497 shares 6,497 $480K 0.01% -475 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,943 shares 1,943 $480K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: 1,405 shares 1,405 $474K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,583 shares; 2025Q3: 5,627 shares; 2025Q4: 7,162 shares 7,162 $469K 0.01% +1,535 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: 11,920 shares; 2024Q4: 11,920 shares; 2025Q1: 12,356 shares; 2025Q2: 11,820 shares; 2025Q3: 13,620 shares; 2025Q4: 14,417 shares 14,417 $462K 0.01% +797 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 989 shares 989 $462K 0.01% +1 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: 3,819 shares; 2024Q4: 3,688 shares; 2025Q1: 3,771 shares; 2025Q2: 6,277 shares; 2025Q3: 5,638 shares; 2025Q4: 10,780 shares 10,780 $460K 0.01% +5,142 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,810 shares; 2025Q3: 8,810 shares; 2025Q4: 3,010 shares 3,010 $457K 0.01% -5,800 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,021 shares; 2025Q4: 6,115 shares 6,115 $449K 0.01% +94 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,652 shares; 2025Q1: 2,652 shares; 2025Q2: 2,652 shares; 2025Q3: 2,652 shares; 2025Q4: 2,664 shares 2,664 $427K 0.01% +12 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: 1,924 shares; 2025Q2: not reported; 2025Q3: 3,738 shares; 2025Q4: 3,447 shares 3,447 $423K 0.01% -291 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,197 shares; 2025Q4: 4,202 shares 4,202 $420K 0.01% +5 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 4,409 shares; 2025Q3: 7,034 shares; 2025Q4: 7,363 shares 7,363 $417K 0.01% +329 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: 870 shares; 2024Q4: not reported; 2025Q1: 1,567 shares; 2025Q2: 1,361 shares; 2025Q3: 1,361 shares; 2025Q4: 1,361 shares 1,361 $410K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,155 shares 1,155 $408K 0.01% new 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: 612 shares; 2025Q2: 987 shares; 2025Q3: 908 shares; 2025Q4: 899 shares 899 $408K 0.01% -9 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: 1,291 shares; 2024Q4: 2,313 shares; 2025Q1: 2,052 shares; 2025Q2: 1,863 shares; 2025Q3: 1,969 shares; 2025Q4: 1,655 shares 1,655 $407K 0.01% -314 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,269 shares; 2025Q4: 1,476 shares 1,476 $406K 0.01% +207 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: 9,050 shares; 2025Q1: 9,050 shares; 2025Q2: 9,050 shares; 2025Q3: 9,050 shares; 2025Q4: 9,050 shares 9,050 $395K 0.01% 0 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: not reported; 2024Q4: 5,746 shares; 2025Q1: 6,975 shares; 2025Q2: 6,975 shares; 2025Q3: 6,975 shares; 2025Q4: 7,297 shares 7,297 $392K 0.01% +322 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: not reported; 2025Q1: not reported; 2025Q2: 4,916 shares; 2025Q3: 4,916 shares; 2025Q4: 7,158 shares 7,158 $392K 0.01% +2,242 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,169 shares; 2024Q4: 16,169 shares; 2025Q1: 16,169 shares; 2025Q2: 16,169 shares; 2025Q3: 16,169 shares; 2025Q4: 16,169 shares 16,169 $383K 0.01% 0 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR 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: 3,778 shares; 2025Q4: 3,757 shares 3,757 $373K 0.01% -21 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 196 shares; 2025Q3: 374 shares; 2025Q4: 2,410 shares 2,410 $369K 0.01% +2,036 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,244 shares 2,244 $362K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: 1,621 shares 1,621 $356K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 534 shares 534 $354K 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: 5,216 shares; 2025Q2: 6,502 shares; 2025Q3: 6,427 shares; 2025Q4: 6,623 shares 6,623 $353K 0.01% +196 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,586 shares; 2025Q4: 12,587 shares 12,587 $352K 0.01% +1 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,156 shares; 2024Q4: 21,156 shares; 2025Q1: 167,851 shares; 2025Q2: 19,696 shares; 2025Q3: 19,696 shares; 2025Q4: 15,560 shares 15,560 $351K 0.01% -4,136 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,353 shares; 2025Q1: 6,353 shares; 2025Q2: 6,353 shares; 2025Q3: 9,552 shares; 2025Q4: 6,577 shares 6,577 $350K 0.01% -2,975 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: 2,027 shares; 2025Q1: 2,067 shares; 2025Q2: 2,267 shares; 2025Q3: 2,278 shares; 2025Q4: 2,478 shares 2,478 $345K 0.01% +200 Timeline ENGIY ENGIE-SPON ADR More: the full row for ENGIE-SPON ADR 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: 12,152 shares; 2025Q4: 13,024 shares 13,024 $343K 0.01% +872 Timeline HUPHY HUTCHISON PORT HLDGS TR UNSPON More: the full row for HUTCHISON PORT HLDGS TR UNSPON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,272 shares; 2024Q4: 48,278 shares; 2025Q1: 53,607 shares; 2025Q2: 69,728 shares; 2025Q3: 65,687 shares; 2025Q4: 77,915 shares 77,915 $339K 0.01% +12,228 Timeline RFFC 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: 116,768 shares; 2024Q4: 112,988 shares; 2025Q1: 60,963 shares; 2025Q2: 5,263 shares; 2025Q3: 5,263 shares; 2025Q4: 4,982 shares 4,982 $334K 0.01% -281 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: not reported; 2025Q4: 3,459 shares 3,459 $332K 0.01% new 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: 1,084 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,561 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares 1,561 $331K 0.01% 0 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: 981 shares; 2025Q4: 1,287 shares 1,287 $331K 0.01% +306 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,114 shares; 2025Q4: 7,100 shares 7,100 $330K 0.01% -14 Timeline PROXIMUS S A UNSPONSO PROXIMUS S A UNSPONSO More: the full row for PROXIMUS S A UNSPONSO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,864 shares; 2024Q4: 50,984 shares; 2025Q1: 64,573 shares; 2025Q2: 100,453 shares; 2025Q3: 191,301 shares; 2025Q4: 196,826 shares 196,826 $327K 0.01% +5,525 MYRG MYR GROUP INC More: the full row for MYR 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: not reported; 2025Q4: 1,459 shares 1,459 $319K 0.01% new 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: not reported; 2025Q4: 2,723 shares 2,723 $318K 0.01% new 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: 8,621 shares; 2024Q4: 10,637 shares; 2025Q1: 17,473 shares; 2025Q2: 9,949 shares; 2025Q3: 9,809 shares; 2025Q4: 5,882 shares 5,882 $317K 0.01% -3,927 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,695 shares; 2025Q4: 3,138 shares 3,138 $317K 0.01% +443 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,873 shares 3,873 $316K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,241 shares 2,241 $316K 0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,817 shares; 2024Q4: 26,016 shares; 2025Q1: 26,016 shares; 2025Q2: 16,040 shares; 2025Q3: 25,488 shares; 2025Q4: 13,526 shares 13,526 $316K 0.01% -11,962 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 11,647 shares 11,647 $316K 0.01% new Timeline IXN 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: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $315K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,581 shares 5,581 $315K 0.01% new Timeline NRDBY NORDEA BK ABP SPONSORED ADR(FI More: the full row for NORDEA BK ABP SPONSORED ADR(FI 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: 16,045 shares; 2025Q4: 16,474 shares 16,474 $311K 0.01% +429 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: not reported; 2024Q4: not reported; 2025Q1: 3,822 shares; 2025Q2: 3,822 shares; 2025Q3: 3,822 shares; 2025Q4: 3,822 shares 3,822 $307K 0.01% 0 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: 19,907 shares; 2024Q4: 22,023 shares; 2025Q1: 24,186 shares; 2025Q2: 24,556 shares; 2025Q3: 23,445 shares; 2025Q4: 23,232 shares 23,232 $305K 0.01% -213 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,355 shares; 2024Q4: 4,355 shares; 2025Q1: 4,355 shares; 2025Q2: 4,355 shares; 2025Q3: 4,676 shares; 2025Q4: 4,676 shares 4,676 $304K 0.01% 0 Timeline SITIY SITC INTL HLDGS CO LTD ADR(CAY More: the full row for SITC INTL HLDGS CO LTD ADR(CAY 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: 8,347 shares; 2025Q4: 8,482 shares 8,482 $304K 0.01% +135 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: 797 shares; 2025Q4: 900 shares 900 $303K <0.01% +103 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,487 shares; 2025Q3: 7,487 shares; 2025Q4: 7,487 shares 7,487 $301K <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: not reported; 2025Q4: 729 shares 729 $301K <0.01% new Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES 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: 5,818 shares; 2025Q3: 5,488 shares; 2025Q4: 5,744 shares 5,744 $299K <0.01% +256 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,034 shares; 2025Q3: 3,952 shares; 2025Q4: 3,952 shares 3,952 $298K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 838 shares 838 $294K <0.01% new Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,508 shares; 2024Q4: 5,508 shares; 2025Q1: not reported; 2025Q2: 5,508 shares; 2025Q3: 5,508 shares; 2025Q4: 5,508 shares 5,508 $294K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 971 shares; 2025Q1: 1,545 shares; 2025Q2: 1,613 shares; 2025Q3: 1,492 shares; 2025Q4: 1,285 shares 1,285 $293K <0.01% -207 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: not reported; 2025Q4: 566 shares 566 $289K <0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,937 shares 2,937 $287K <0.01% new Timeline RNST RENASANT CORP More: the full row for RENASANT 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: 7,950 shares; 2025Q4: 7,950 shares 7,950 $280K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,029 shares 1,029 $276K <0.01% -45 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 948 shares 948 $274K <0.01% new 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: 1,721 shares; 2025Q3: 1,821 shares; 2025Q4: 2,090 shares 2,090 $270K <0.01% +269 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP 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: 10,556 shares; 2025Q3: 21,191 shares; 2025Q4: 20,264 shares 20,264 $268K <0.01% -927 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,387 shares; 2025Q4: 2,316 shares 2,316 $267K <0.01% -71 Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 28,886 shares; 2025Q3: 27,384 shares; 2025Q4: 28,662 shares 28,662 $267K <0.01% +1,278 Timeline RGLXY RTL Group Sa Luxembourg Unspon More: the full row for RTL Group Sa Luxembourg Unspon Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,393 shares; 2025Q1: 17,208 shares; 2025Q2: 33,539 shares; 2025Q3: 63,282 shares; 2025Q4: 65,510 shares 65,510 $265K <0.01% +2,228 Timeline FOJCY Fortum OYJ Unsponsored ADR (Fi More: the full row for Fortum OYJ Unsponsored ADR (Fi 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: 33,571 shares; 2025Q3: 60,784 shares; 2025Q4: 61,881 shares 61,881 $264K <0.01% +1,097 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 665 shares; 2025Q4: 665 shares 665 $264K <0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 4,266 shares; 2025Q4: 4,367 shares 4,367 $262K <0.01% +101 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: 6,113 shares; 2024Q4: 6,223 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,269 shares 5,269 $259K <0.01% new Timeline ENAGAS UNSPONSORED ADR ENAGAS UNSPONSORED ADR More: the full row for ENAGAS UNSPONSORED ADR 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: 18,040 shares; 2025Q3: 33,301 shares; 2025Q4: 33,486 shares 33,486 $259K <0.01% +185 CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,443 shares; 2025Q4: 8,645 shares 8,645 $258K <0.01% +1,202 Timeline HKTTY HKT TRUST AND HKT LTD UNSPONSO More: the full row for HKT TRUST AND HKT LTD UNSPONSO 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: 16,030 shares; 2025Q4: 16,614 shares 16,614 $246K <0.01% +584 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: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $244K <0.01% 0 Timeline UNIT UNITI GROUP LLC More: the full row for UNITI GROUP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,028 shares; 2025Q4: 34,351 shares 34,351 $241K <0.01% +323 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 791 shares 791 $239K <0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,458 shares; 2025Q4: 4,387 shares 4,387 $236K <0.01% -1,071 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 477 shares; 2025Q1: 566 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389 shares 389 $235K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,663 shares 1,663 $225K <0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 943 shares; 2025Q4: 975 shares 975 $222K <0.01% +32 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: not reported; 2025Q3: 2,620 shares; 2025Q4: 2,734 shares 2,734 $221K <0.01% +114 Timeline HYS 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: not reported; 2024Q4: 2,315 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,315 shares; 2025Q4: 2,315 shares 2,315 $220K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,323 shares; 2025Q4: 1,355 shares 1,355 $219K <0.01% +32 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 455 shares 455 $219K <0.01% new Timeline KBR KBR INC More: the full row for KBR 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: 5,419 shares 5,419 $218K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,446 shares; 2025Q4: 5,446 shares 5,446 $216K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY 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: 3,287 shares; 2025Q4: 3,287 shares 3,287 $214K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 408 shares 408 $213K <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 1,147 shares 1,147 $211K <0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,307 shares 1,307 $210K <0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,010 shares; 2025Q4: 3,290 shares 3,290 $210K <0.01% +280 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING 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: not reported; 2025Q4: 1,869 shares 1,869 $209K <0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM 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: 154 shares; 2025Q3: not reported; 2025Q4: 155 shares 155 $206K <0.01% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 796 shares 796 $206K <0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON 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: not reported; 2025Q4: 5,604 shares 5,604 $205K <0.01% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,654 shares; 2025Q1: 2,654 shares; 2025Q2: 2,654 shares; 2025Q3: 2,634 shares; 2025Q4: 2,215 shares 2,215 $205K <0.01% -419 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 905 shares 905 $203K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,759 shares 2,759 $203K <0.01% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR 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: 14,392 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares 11,100 $200K <0.01% 0 Timeline AGLXY AGL ENERGY LTD (AUSTRALIA) More: the full row for AGL ENERGY LTD (AUSTRALIA) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,408 shares; 2025Q3: 27,273 shares; 2025Q4: 28,251 shares 28,251 $175K <0.01% +978 Timeline