BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 117,369 shares; 2024Q2: 224,503 shares; 2024Q3: 258,910 shares; 2024Q4: 533,322 shares; 2025Q1: 528,832 shares; 2025Q2: 666,043 shares 666,043 $61.1M 16.86% +137,211 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,780 shares; 2024Q2: 37,467 shares; 2024Q3: 66,389 shares; 2024Q4: 61,368 shares; 2025Q1: 135,483 shares; 2025Q2: 255,113 shares 255,113 $25.4M 7% +119,630 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,625 shares; 2024Q2: 44,950 shares; 2024Q3: 43,466 shares; 2024Q4: 41,281 shares; 2025Q1: 40,693 shares; 2025Q2: 37,620 shares 37,620 $20.8M 5.73% -3,073 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 67,350 shares; 2024Q2: 69,928 shares; 2024Q3: 71,832 shares; 2024Q4: 69,374 shares; 2025Q1: 70,054 shares; 2025Q2: 79,443 shares 79,443 $18M 4.98% +9,389 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 269,465 shares; 2024Q2: 275,713 shares; 2024Q3: 270,158 shares; 2024Q4: 281,624 shares; 2025Q1: 293,686 shares; 2025Q2: 290,570 shares 290,570 $17.4M 4.81% -3,116 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,949 shares; 2024Q2: 21,226 shares; 2024Q3: 21,945 shares; 2024Q4: 24,012 shares; 2025Q1: 24,116 shares; 2025Q2: 30,201 shares 30,201 $17.2M 4.73% +6,085 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 98,062 shares; 2024Q2: 102,404 shares; 2024Q3: 102,075 shares; 2024Q4: 122,801 shares; 2025Q1: 134,603 shares; 2025Q2: 137,301 shares 137,301 $10.4M 2.88% +2,698 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 135,262 shares; 2024Q2: 144,332 shares; 2024Q3: 147,882 shares; 2024Q4: 160,400 shares; 2025Q1: 163,684 shares; 2025Q2: 165,902 shares 165,902 $10.4M 2.88% +2,218 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 68,629 shares; 2024Q2: 67,563 shares; 2024Q3: 66,224 shares; 2024Q4: 60,820 shares; 2025Q1: 60,365 shares; 2025Q2: 47,425 shares 47,425 $8.67M 2.39% -12,940 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,007 shares; 2024Q2: 23,003 shares; 2024Q3: 23,003 shares; 2024Q4: 23,003 shares; 2025Q1: 23,003 shares; 2025Q2: 23,003 shares 23,003 $8.07M 2.23% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 39,711 shares; 2024Q2: 44,637 shares; 2024Q3: 45,175 shares; 2024Q4: 54,020 shares; 2025Q1: 51,685 shares; 2025Q2: 76,293 shares 76,293 $6.95M 1.92% +24,608 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 80,996 shares; 2024Q2: 90,292 shares; 2024Q3: 94,388 shares; 2024Q4: 105,598 shares; 2025Q1: 110,266 shares; 2025Q2: 114,706 shares 114,706 $6.89M 1.9% +4,440 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 108,878 shares; 2024Q2: 104,990 shares; 2024Q3: 99,584 shares; 2024Q4: 82,112 shares; 2025Q1: 78,723 shares; 2025Q2: 73,246 shares 73,246 $6.88M 1.9% -5,477 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,622 shares; 2024Q2: 36,409 shares; 2024Q3: 36,409 shares; 2024Q4: 36,409 shares; 2025Q1: 45,386 shares; 2025Q2: 39,567 shares 39,567 $6.85M 1.89% -5,819 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87,740 shares; 2024Q2: 85,982 shares; 2024Q3: 85,137 shares; 2024Q4: 77,047 shares; 2025Q1: 74,765 shares; 2025Q2: 68,290 shares 68,290 $6.77M 1.87% -6,475 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 158,102 shares; 2024Q2: 158,102 shares; 2024Q3: 151,139 shares; 2024Q4: 150,040 shares; 2025Q1: 147,815 shares; 2025Q2: 147,436 shares 147,436 $5.28M 1.46% -379 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,076 shares; 2024Q2: 8,076 shares; 2024Q3: 7,838 shares; 2024Q4: 8,266 shares; 2025Q1: 10,153 shares; 2025Q2: 9,606 shares 9,606 $4.78M 1.32% -547 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 54,600 shares; 2024Q2: 56,413 shares; 2024Q3: 55,898 shares; 2024Q4: 57,439 shares; 2025Q1: 54,127 shares; 2025Q2: 49,536 shares 49,536 $4.69M 1.3% -4,591 Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 212,423 shares; 2024Q2: 220,373 shares; 2024Q3: 216,737 shares; 2024Q4: 251,460 shares; 2025Q1: 231,257 shares; 2025Q2: 190,968 shares 190,968 $4.45M 1.23% -40,289 Timeline JPIB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 93,076 shares; 2024Q2: 94,644 shares; 2024Q3: 91,896 shares; 2024Q4: 109,808 shares; 2025Q1: 103,639 shares; 2025Q2: 89,092 shares 89,092 $4.33M 1.2% -14,547 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,866 shares; 2024Q2: 46,839 shares; 2024Q3: 45,876 shares; 2024Q4: 45,741 shares; 2025Q1: 44,353 shares; 2025Q2: 41,865 shares 41,865 $3.73M 1.03% -2,488 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,481 shares; 2024Q2: 14,076 shares; 2024Q3: 15,646 shares; 2024Q4: 13,871 shares; 2025Q1: 18,784 shares; 2025Q2: 17,577 shares 17,577 $3.61M 1% -1,207 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,148 shares; 2025Q2: 47,240 shares 47,240 $3.57M 0.98% -11,908 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 65,660 shares; 2024Q2: 71,143 shares; 2024Q3: 72,082 shares; 2024Q4: 59,628 shares; 2025Q1: 56,911 shares; 2025Q2: 59,540 shares 59,540 $3.44M 0.95% +2,629 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,335 shares; 2025Q2: 32,938 shares 32,938 $3.31M 0.91% +11,603 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 55,971 shares; 2024Q2: 54,580 shares; 2024Q3: 51,503 shares; 2024Q4: 54,030 shares; 2025Q1: 55,303 shares; 2025Q2: 57,975 shares 57,975 $2.87M 0.79% +2,672 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,850 shares; 2024Q2: 46,887 shares; 2024Q3: 47,621 shares; 2024Q4: 56,309 shares; 2025Q1: 53,409 shares; 2025Q2: 55,875 shares 55,875 $2.83M 0.78% +2,466 Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 124,918 shares; 2024Q2: 129,385 shares; 2024Q3: 128,135 shares; 2024Q4: 126,203 shares; 2025Q1: 131,142 shares; 2025Q2: 115,504 shares 115,504 $2.62M 0.72% -15,638 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,767 shares; 2024Q2: 37,475 shares; 2024Q3: 38,254 shares; 2024Q4: 46,344 shares; 2025Q1: 47,462 shares; 2025Q2: 49,528 shares 49,528 $2.61M 0.72% +2,066 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 332 shares; 2024Q2: 3,329 shares; 2024Q3: 2,527 shares; 2024Q4: 3,147 shares; 2025Q1: 17,391 shares; 2025Q2: 16,426 shares 16,426 $2.6M 0.72% -965 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 270 shares; 2024Q2: 270 shares; 2024Q3: 564 shares; 2024Q4: 8,844 shares; 2025Q1: 7,975 shares; 2025Q2: 8,059 shares 8,059 $2.45M 0.68% +84 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 611 shares; 2024Q2: 769 shares; 2024Q3: 741 shares; 2024Q4: 829 shares; 2025Q1: 3,317 shares; 2025Q2: 3,232 shares 3,232 $2.39M 0.66% -85 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 81,460 shares; 2024Q2: 87,578 shares; 2024Q3: 85,891 shares; 2024Q4: 83,716 shares; 2025Q1: 75,065 shares; 2025Q2: 71,993 shares 71,993 $2.38M 0.66% -3,072 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,569 shares; 2024Q2: 17,339 shares; 2024Q3: 18,087 shares; 2024Q4: 22,151 shares; 2025Q1: 23,176 shares; 2025Q2: 23,700 shares 23,700 $2.35M 0.65% +524 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,725 shares; 2025Q1: 42,288 shares; 2025Q2: 44,885 shares 44,885 $2.23M 0.62% +2,597 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,926 shares; 2024Q2: 41,244 shares; 2024Q3: 38,427 shares; 2024Q4: 38,599 shares; 2025Q1: 39,989 shares; 2025Q2: 37,179 shares 37,179 $2.12M 0.58% -2,810 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 381 shares; 2024Q2: 483 shares; 2024Q3: 387 shares; 2024Q4: 455 shares; 2025Q1: 1,834 shares; 2025Q2: 3,349 shares 3,349 $2.08M 0.57% +1,515 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 41,264 shares; 2024Q2: 36,927 shares; 2024Q3: 39,176 shares; 2024Q4: 32,418 shares; 2025Q1: 34,007 shares; 2025Q2: 36,487 shares 36,487 $1.81M 0.5% +2,480 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,880 shares; 2024Q2: 1,852 shares; 2024Q3: 1,831 shares; 2024Q4: 1,858 shares; 2025Q1: 2,334 shares; 2025Q2: 2,291 shares 2,291 $1.79M 0.49% -43 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,803 shares; 2024Q2: 15,741 shares; 2024Q3: 16,805 shares; 2024Q4: 15,257 shares; 2025Q1: 15,605 shares; 2025Q2: 16,766 shares 16,766 $1.75M 0.48% +1,161 Timeline FCAL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,951 shares; 2024Q2: 31,093 shares; 2024Q3: 31,348 shares; 2024Q4: 36,608 shares; 2025Q1: 38,452 shares; 2025Q2: 35,415 shares 35,415 $1.7M 0.47% -3,037 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,612 shares; 2024Q2: 20,612 shares; 2024Q3: 20,612 shares; 2024Q4: 28,243 shares; 2025Q1: 28,961 shares; 2025Q2: 35,678 shares 35,678 $1.62M 0.45% +6,717 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,054 shares; 2024Q2: 27,054 shares; 2024Q3: 27,054 shares; 2024Q4: 26,790 shares; 2025Q1: 26,790 shares; 2025Q2: 27,840 shares 27,840 $1.55M 0.43% +1,050 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,471 shares; 2024Q2: 11,036 shares; 2024Q3: 11,524 shares; 2024Q4: 12,982 shares; 2025Q1: 13,598 shares; 2025Q2: 14,100 shares 14,100 $1.55M 0.43% +502 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,087 shares; 2024Q2: 25,958 shares; 2024Q3: 24,785 shares; 2024Q4: 21,412 shares; 2025Q1: 20,994 shares; 2025Q2: 23,313 shares 23,313 $1.52M 0.42% +2,319 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 63,663 shares; 2024Q2: 63,071 shares; 2024Q3: 57,757 shares; 2024Q4: 68,998 shares; 2025Q1: 59,601 shares; 2025Q2: 141,208 shares 141,208 $1.46M 0.4% +81,607 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,883 shares; 2024Q2: 15,883 shares; 2024Q3: 15,931 shares; 2024Q4: 11,940 shares; 2025Q1: 27,532 shares; 2025Q2: 27,727 shares 27,727 $1.4M 0.39% +195 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,100 shares; 2024Q2: 23,421 shares; 2024Q3: 24,236 shares; 2024Q4: 24,463 shares; 2025Q1: 23,511 shares; 2025Q2: 24,840 shares 24,840 $1.39M 0.38% +1,329 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,608 shares; 2025Q1: 15,511 shares; 2025Q2: 26,457 shares 26,457 $1.36M 0.38% +10,946 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 902 shares; 2024Q2: 902 shares; 2024Q3: 902 shares; 2024Q4: 2,083 shares; 2025Q1: 2,047 shares; 2025Q2: 2,047 shares 2,047 $1.36M 0.37% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,971 shares; 2024Q2: 10,454 shares; 2024Q3: 10,892 shares; 2024Q4: 12,047 shares; 2025Q1: 12,302 shares; 2025Q2: 12,679 shares 12,679 $1.35M 0.37% +377 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,724 shares; 2024Q2: 2,603 shares; 2024Q3: 3,097 shares; 2024Q4: 3,932 shares; 2025Q1: 5,960 shares; 2025Q2: 5,921 shares 5,921 $1.3M 0.36% -39 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,803 shares; 2025Q1: 4,751 shares; 2025Q2: 4,608 shares 4,608 $1.27M 0.35% -143 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 83,148 shares; 2024Q2: 85,828 shares; 2024Q3: 85,633 shares; 2024Q4: 87,704 shares; 2025Q1: 87,830 shares; 2025Q2: 49,695 shares 49,695 $1.23M 0.34% -38,135 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,290 shares; 2024Q2: 2,170 shares; 2024Q3: 2,362 shares; 2024Q4: 2,776 shares; 2025Q1: 3,240 shares; 2025Q2: 3,373 shares 3,373 $1.03M 0.28% +133 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,736 shares; 2024Q2: 12,736 shares; 2024Q3: 12,736 shares; 2024Q4: 12,736 shares; 2025Q1: 12,736 shares; 2025Q2: 13,327 shares 13,327 $950K 0.26% +591 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,002 shares; 2024Q2: 21,092 shares; 2024Q3: 21,092 shares; 2024Q4: 21,092 shares; 2025Q1: 21,092 shares; 2025Q2: 21,092 shares 21,092 $903K 0.25% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,127 shares; 2024Q2: 18,416 shares; 2024Q3: 16,686 shares; 2024Q4: 18,663 shares; 2025Q1: 17,732 shares; 2025Q2: 19,280 shares 19,280 $890K 0.25% +1,548 Timeline GSEW 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,303 shares; 2024Q2: 11,303 shares; 2024Q3: 11,303 shares; 2024Q4: 10,123 shares; 2025Q1: 10,123 shares; 2025Q2: 10,123 shares 10,123 $825K 0.23% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,448 shares; 2024Q2: 46,704 shares; 2024Q3: 19,206 shares; 2024Q4: 19,206 shares; 2025Q1: 19,206 shares; 2025Q2: 19,181 shares 19,181 $811K 0.22% -25 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,257 shares; 2024Q2: 28,654 shares; 2024Q3: 31,315 shares; 2024Q4: 31,315 shares; 2025Q1: 35,262 shares; 2025Q2: 35,121 shares 35,121 $786K 0.22% -141 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 934 shares; 2024Q2: 1,424 shares; 2024Q3: 1,424 shares; 2024Q4: 1,424 shares; 2025Q1: 5,635 shares; 2025Q2: 5,635 shares 5,635 $761K 0.21% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 52,370 shares; 2024Q2: 52,370 shares; 2024Q3: 52,370 shares; 2024Q4: 52,370 shares; 2025Q1: 52,370 shares; 2025Q2: 15,418 shares 15,418 $744K 0.21% -36,952 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,410 shares; 2024Q2: 1,410 shares; 2024Q3: 1,229 shares; 2024Q4: 1,409 shares; 2025Q1: 4,404 shares; 2025Q2: 4,147 shares 4,147 $731K 0.2% -257 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,388 shares; 2024Q2: 3,388 shares; 2024Q3: 3,390 shares; 2024Q4: 3,390 shares; 2025Q1: 3,991 shares; 2025Q2: 3,901 shares 3,901 $724K 0.2% -90 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,134 shares; 2024Q4: 7,634 shares; 2025Q1: 7,634 shares; 2025Q2: 7,664 shares 7,664 $720K 0.2% +30 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,867 shares; 2024Q2: 1,842 shares; 2024Q3: 1,447 shares; 2024Q4: 1,715 shares; 2025Q1: 2,024 shares; 2025Q2: 2,017 shares 2,017 $716K 0.2% -7 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,795 shares; 2024Q2: 5,685 shares; 2024Q3: 6,416 shares; 2024Q4: 6,416 shares; 2025Q1: 7,492 shares; 2025Q2: 7,868 shares 7,868 $652K 0.18% +376 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,864 shares; 2024Q2: 6,864 shares; 2024Q3: 6,864 shares; 2024Q4: 6,977 shares; 2025Q1: 6,927 shares; 2025Q2: 6,927 shares 6,927 $642K 0.18% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,622 shares; 2024Q2: 15,622 shares; 2024Q3: 15,622 shares; 2024Q4: 15,622 shares; 2025Q1: 15,540 shares; 2025Q2: 15,540 shares 15,540 $629K 0.17% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 461 shares; 2025Q2: 453 shares 453 $607K 0.17% -8 Timeline SPMC SOUND POINT MERIDIAN CAP INC More: the full row for SOUND POINT MERIDIAN CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,194 shares; 2025Q1: 29,101 shares; 2025Q2: 33,424 shares 33,424 $598K 0.16% +4,323 Timeline RFV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 4,911 shares 4,911 $594K 0.16% +4,848 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,574 shares; 2024Q2: 6,483 shares; 2024Q3: 6,525 shares; 2024Q4: 4,597 shares; 2025Q1: 5,346 shares; 2025Q2: 5,369 shares 5,369 $579K 0.16% +23 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,085 shares; 2024Q2: 9,185 shares; 2024Q3: 9,185 shares; 2024Q4: 9,185 shares; 2025Q1: 9,185 shares; 2025Q2: 9,185 shares 9,185 $570K 0.16% 0 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,089 shares; 2024Q2: 4,663 shares; 2024Q3: 5,584 shares; 2024Q4: 10,554 shares; 2025Q1: 10,144 shares; 2025Q2: 11,886 shares 11,886 $569K 0.16% +1,742 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,775 shares; 2024Q2: 6,920 shares; 2024Q3: 6,920 shares; 2024Q4: 6,048 shares; 2025Q1: 5,985 shares; 2025Q2: 7,978 shares 7,978 $551K 0.15% +1,993 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 807 shares; 2024Q2: 807 shares; 2024Q3: 1,047 shares; 2024Q4: 1,310 shares; 2025Q1: 2,956 shares; 2025Q2: 3,065 shares 3,065 $544K 0.15% +109 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,085 shares; 2024Q2: 1,085 shares; 2024Q3: 1,085 shares; 2024Q4: 1,344 shares; 2025Q1: 1,366 shares; 2025Q2: 1,072 shares 1,072 $521K 0.14% -294 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,820 shares; 2024Q2: 2,850 shares; 2024Q3: 2,850 shares; 2024Q4: 4,695 shares; 2025Q1: 4,640 shares; 2025Q2: 4,640 shares 4,640 $507K 0.14% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,262 shares; 2024Q2: 1,264 shares; 2024Q3: 1,355 shares; 2024Q4: 1,396 shares; 2025Q1: 1,596 shares; 2025Q2: 1,371 shares 1,371 $503K 0.14% -225 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,257 shares; 2024Q2: 3,222 shares; 2024Q3: 3,222 shares; 2024Q4: 3,200 shares; 2025Q1: 3,583 shares; 2025Q2: 3,661 shares 3,661 $498K 0.14% +78 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,646 shares 9,646 $481K 0.13% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,749 shares; 2024Q2: 14,835 shares; 2024Q3: 16,748 shares; 2024Q4: 17,121 shares; 2025Q1: 18,417 shares; 2025Q2: 18,770 shares 18,770 $479K 0.13% +353 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,240 shares; 2025Q2: 1,472 shares 1,472 $468K 0.13% +232 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,680 shares; 2024Q2: 20,217 shares; 2024Q3: 20,585 shares; 2024Q4: 20,698 shares; 2025Q1: 15,758 shares; 2025Q2: 14,326 shares 14,326 $433K 0.12% -1,432 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,605 shares; 2024Q4: 8,345 shares; 2025Q1: 8,345 shares; 2025Q2: 8,345 shares 8,345 $424K 0.12% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,164 shares; 2024Q4: 4,607 shares; 2025Q1: 4,464 shares; 2025Q2: 4,053 shares 4,053 $396K 0.11% -411 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,873 shares; 2024Q2: 1,873 shares; 2024Q3: 1,792 shares; 2024Q4: 1,792 shares; 2025Q1: 2,117 shares; 2025Q2: 2,146 shares 2,146 $393K 0.11% +29 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,573 shares; 2024Q2: 5,573 shares; 2024Q3: 5,573 shares; 2024Q4: 5,573 shares; 2025Q1: 5,937 shares; 2025Q2: 5,901 shares 5,901 $392K 0.11% -36 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,968 shares; 2024Q2: 1,900 shares; 2024Q3: 1,900 shares; 2024Q4: 2,055 shares; 2025Q1: 2,500 shares; 2025Q2: 2,460 shares 2,460 $392K 0.11% -40 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 293 shares; 2025Q1: 423 shares; 2025Q2: 393 shares 393 $389K 0.11% -30 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,043 shares; 2024Q2: 7,090 shares; 2024Q3: 7,090 shares; 2024Q4: 7,089 shares; 2025Q1: 7,089 shares; 2025Q2: 7,089 shares 7,089 $383K 0.11% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,547 shares; 2024Q2: 4,112 shares; 2024Q3: 4,112 shares; 2024Q4: 3,831 shares; 2025Q1: 3,956 shares; 2025Q2: 4,306 shares 4,306 $380K 0.1% +350 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,719 shares; 2025Q2: 1,706 shares 1,706 $373K 0.1% -13 Timeline DEED FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,188 shares; 2024Q2: 12,327 shares; 2024Q3: 13,958 shares; 2024Q4: 14,073 shares; 2025Q1: 15,892 shares; 2025Q2: 17,164 shares 17,164 $363K 0.1% +1,272 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,994 shares; 2024Q2: 3,088 shares; 2024Q3: 3,088 shares; 2024Q4: 3,088 shares; 2025Q1: 4,332 shares; 2025Q2: 4,332 shares 4,332 $362K 0.1% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares 3,275 $361K 0.1% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30 shares; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares 2,120 $349K 0.1% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,757 shares; 2024Q2: 3,322 shares; 2024Q3: 3,873 shares; 2024Q4: 3,873 shares; 2025Q1: 4,323 shares; 2025Q2: 4,419 shares 4,419 $348K 0.1% +96 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,000 shares; 2025Q1: 20,080 shares; 2025Q2: 25,080 shares 25,080 $343K 0.09% +5,000 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,800 shares; 2025Q1: 12,800 shares; 2025Q2: 20,000 shares 20,000 $323K 0.09% +7,200 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,632 shares; 2025Q1: 9,433 shares; 2025Q2: 11,025 shares 11,025 $293K 0.08% +1,592 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,213 shares; 2024Q2: 1,213 shares; 2024Q3: 1,352 shares; 2024Q4: 1,353 shares; 2025Q1: 1,353 shares; 2025Q2: 1,353 shares 1,353 $292K 0.08% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,144 shares; 2024Q2: 3,091 shares; 2024Q3: 3,057 shares; 2024Q4: 1,457 shares; 2025Q1: 2,081 shares; 2025Q2: 2,036 shares 2,036 $292K 0.08% -45 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,813 shares; 2025Q1: 1,914 shares; 2025Q2: 1,938 shares 1,938 $273K 0.08% +24 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,985 shares; 2025Q2: 3,894 shares 3,894 $270K 0.07% -91 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 536 shares; 2024Q2: 525 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 476 shares; 2025Q2: 475 shares 475 $267K 0.07% -1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 740 shares; 2024Q2: not reported; 2024Q3: 698 shares; 2024Q4: 853 shares; 2025Q1: 915 shares; 2025Q2: 900 shares 900 $263K 0.07% -15 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,239 shares; 2024Q2: 6,239 shares; 2024Q3: 6,239 shares; 2024Q4: 6,239 shares; 2025Q1: 5,878 shares; 2025Q2: 5,878 shares 5,878 $246K 0.07% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 732 shares 732 $233K 0.06% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,561 shares; 2024Q4: not reported; 2025Q1: 5,395 shares; 2025Q2: 5,372 shares 5,372 $232K 0.06% -23 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $219K 0.06% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 746 shares 746 $216K 0.06% new Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,621 shares; 2025Q1: 3,621 shares; 2025Q2: 3,621 shares 3,621 $216K 0.06% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,028 shares 1,028 $215K 0.06% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,478 shares; 2025Q2: 1,402 shares 1,402 $213K 0.06% -76 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,467 shares 1,467 $212K 0.06% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,894 shares; 2025Q2: 1,898 shares 1,898 $210K 0.06% +4 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,819 shares 7,819 $199K 0.05% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,816 shares; 2024Q2: 1,816 shares; 2024Q3: 1,816 shares; 2024Q4: 3,689 shares; 2025Q1: 3,689 shares; 2025Q2: 3,701 shares 3,701 $197K 0.05% +12 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 996 shares; 2025Q2: 996 shares 996 $195K 0.05% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250 shares 2,250 $188K 0.05% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,672 shares; 2024Q2: 1,672 shares; 2024Q3: 1,566 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares 2,360 $174K 0.05% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,552 shares; 2024Q2: 3,552 shares; 2024Q3: 3,552 shares; 2024Q4: 3,552 shares; 2025Q1: 3,552 shares; 2025Q2: 3,577 shares 3,577 $153K 0.04% +25 Timeline PIO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,246 shares; 2024Q2: 2,886 shares; 2024Q3: 2,886 shares; 2024Q4: 2,886 shares; 2025Q1: 2,886 shares; 2025Q2: 2,886 shares 2,886 $129K 0.04% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,326 shares; 2024Q2: 12,397 shares; 2024Q3: 11,536 shares; 2024Q4: 8,218 shares; 2025Q1: 6,874 shares; 2025Q2: 6,515 shares 6,515 $123K 0.03% -359 Timeline PGF 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,010 shares; 2024Q2: 16,450 shares; 2024Q3: 15,491 shares; 2024Q4: 10,207 shares; 2025Q1: 7,756 shares; 2025Q2: 8,506 shares 8,506 $120K 0.03% +750 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,377 shares; 2024Q2: 2,377 shares; 2024Q3: 2,377 shares; 2024Q4: 4,783 shares; 2025Q1: 5,046 shares; 2025Q2: 6,209 shares 6,209 $119K 0.03% +1,163 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 215 shares; 2024Q2: 215 shares; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 251 shares; 2025Q2: 251 shares 251 $110K 0.03% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,703 shares; 2024Q2: 3,703 shares; 2024Q3: 3,703 shares; 2024Q4: 3,966 shares; 2025Q1: 4,078 shares; 2025Q2: 4,078 shares 4,078 $103K 0.03% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares 10,000 $91.4K 0.03% new Timeline PPA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 329 shares; 2024Q2: 329 shares; 2024Q3: 329 shares; 2024Q4: 329 shares; 2025Q1: 363 shares; 2025Q2: 598 shares 598 $84.7K 0.02% +235 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,778 shares; 2024Q2: 1,242 shares; 2024Q3: 1,242 shares; 2024Q4: 1,242 shares; 2025Q1: 785 shares; 2025Q2: 847 shares 847 $71.2K 0.02% +62 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,371 shares; 2024Q2: 1,371 shares; 2024Q3: 1,371 shares; 2024Q4: 1,371 shares; 2025Q1: 1,371 shares; 2025Q2: 1,417 shares 1,417 $67.8K 0.02% +46 Timeline JMBS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,476 shares; 2025Q2: 1,476 shares 1,476 $66.5K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 735 shares; 2024Q2: 735 shares; 2024Q3: 735 shares; 2024Q4: 770 shares; 2025Q1: 775 shares; 2025Q2: 802 shares 802 $63.8K 0.02% +27 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,206 shares; 2024Q2: 1,206 shares; 2024Q3: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,206 shares; 2025Q2: 1,206 shares 1,206 $62.8K 0.02% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 495 shares; 2024Q2: 495 shares; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares 495 $62.7K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 160 shares; 2024Q2: 229 shares; 2024Q3: 268 shares; 2024Q4: 230 shares; 2025Q1: 318 shares; 2025Q2: 318 shares 318 $56.2K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 520 shares; 2024Q2: 736 shares; 2024Q3: 736 shares; 2024Q4: 736 shares; 2025Q1: 736 shares; 2025Q2: 736 shares 736 $55.9K 0.02% 0 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,381 shares; 2024Q2: 34,381 shares; 2024Q3: 34,446 shares; 2024Q4: 34,381 shares; 2025Q1: 34,381 shares; 2025Q2: 14,381 shares 14,381 $50.2K 0.01% -20,000 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 178 shares; 2024Q2: 178 shares; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares 178 $49.8K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares 198 $49.2K 0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 152 shares; 2024Q2: 152 shares; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 219 shares 219 $46.2K 0.01% +67 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 413 shares; 2025Q1: 231 shares; 2025Q2: 231 shares 231 $44.5K 0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,661 shares; 2024Q2: 632 shares; 2024Q3: 632 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares 632 $40.3K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 568 shares; 2025Q1: 513 shares; 2025Q2: 513 shares 513 $37.3K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 179 shares; 2025Q2: 179 shares 179 $35.4K 0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 328 shares; 2024Q2: 328 shares; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares 328 $33.8K 0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154 shares 154 $30K 0.01% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 363 shares; 2024Q2: 363 shares; 2024Q3: 363 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 362 shares 362 $30K 0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 256 shares; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares 256 $28.9K 0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 346 shares; 2024Q2: 346 shares; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares 346 $26.8K 0.01% 0 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 839 shares 839 $26.5K 0.01% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares 427 $26.1K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares 80 $22.3K 0.01% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 370 shares; 2025Q1: 415 shares; 2025Q2: 415 shares 415 $21.2K 0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 253 shares 253 $20.2K 0.01% +237 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares 150 $20K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201 shares; 2025Q2: 201 shares 201 $18.3K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 144 shares 144 $17.8K <0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 276 shares; 2024Q2: 276 shares; 2024Q3: 638 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares 276 $15.7K <0.01% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 621 shares; 2025Q2: 621 shares 621 $15.1K <0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 295 shares; 2025Q2: 295 shares 295 $9.63K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69 shares; 2025Q2: 69 shares 69 $9.18K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 90 shares 90 $8.95K <0.01% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares 135 $8.85K <0.01% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 104 shares; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares 104 $6.94K <0.01% 0 Timeline RDIV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 141 shares; 2024Q2: 141 shares; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 142 shares; 2025Q2: 144 shares 144 $6.88K <0.01% +2 Timeline RPG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 260 shares; 2024Q2: 260 shares; 2024Q3: 221 shares; 2024Q4: 178 shares; 2025Q1: 135 shares; 2025Q2: 135 shares 135 $6.18K <0.01% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares 46 $3.69K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares 12 $3.32K <0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 84 shares; 2024Q2: 84 shares; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares 84 $3.26K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares 16 $3.12K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares 45 $2.84K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,150 shares; 2024Q2: 2,150 shares; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 25 shares 25 $2.22K <0.01% -2,125 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares 16 $1.43K <0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares 23 $1.25K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares 26 $1.01K <0.01% 0 Timeline PXH 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21 shares; 2024Q2: 21 shares; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares 21 $491 <0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $237 <0.01% 0 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $26 <0.01% 0 Timeline