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; 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; 2025Q3: 565,442 shares 565,442 $51.9M 13.9% -100,601 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; 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; 2025Q3: 37,602 shares 37,602 $22.6M 6.05% -18 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; 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; 2025Q3: 218,813 shares 218,813 $21.8M 5.83% -36,300 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; 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; 2025Q3: 81,633 shares 81,633 $20.2M 5.4% +2,190 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 299,383 shares 299,383 $19.7M 5.29% +8,813 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; 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; 2025Q3: 30,655 shares 30,655 $18.8M 5.03% +454 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 145,882 shares 145,882 $11.7M 3.13% +8,581 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; 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; 2025Q3: 174,050 shares 174,050 $11.5M 3.07% +8,148 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 47,243 shares 47,243 $9.19M 2.46% -182 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 22,490 shares 22,490 $8.52M 2.28% -513 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; 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; 2025Q3: 77,435 shares 77,435 $7.71M 2.06% +1,142 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; 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; 2025Q3: 121,686 shares 121,686 $7.66M 2.05% +6,980 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 66,849 shares 66,849 $6.88M 1.84% -1,441 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 72,282 shares 72,282 $6.88M 1.84% -964 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; 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; 2025Q3: 146,871 shares 146,871 $5.66M 1.52% -565 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; 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; 2025Q3: 33,953 shares 33,953 $5.43M 1.45% -5,614 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 9,924 shares 9,924 $5.14M 1.38% +318 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 51,291 shares 51,291 $4.98M 1.33% +1,755 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; 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; 2025Q3: 208,991 shares 208,991 $4.97M 1.33% +18,023 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; 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; 2025Q3: 100,681 shares 100,681 $4.94M 1.32% +11,589 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 18,790 shares 18,790 $4.78M 1.28% +1,213 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; 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; 2025Q3: 41,666 shares 41,666 $3.81M 1.02% -199 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; 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; 2025Q3: 60,134 shares 60,134 $3.62M 0.97% +594 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; 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; 2025Q3: 57,860 shares 57,860 $3.13M 0.84% -115 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 16,370 shares 16,370 $3.05M 0.82% -56 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; 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; 2025Q3: 78,128 shares 78,128 $3.01M 0.81% +6,135 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; 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; 2025Q3: 56,925 shares 56,925 $2.89M 0.77% +1,050 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,335 shares; 2025Q2: 32,938 shares; 2025Q3: 28,245 shares 28,245 $2.84M 0.76% -4,693 Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 121,320 shares 121,320 $2.79M 0.75% +5,816 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 381 shares; 2024Q2: 483 shares; 2024Q3: 387 shares; 2024Q4: 455 shares; 2025Q1: 1,834 shares; 2025Q2: 3,349 shares; 2025Q3: 4,111 shares 4,111 $2.75M 0.74% +762 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; 2023Q4: restricted; 2024Q1: 270 shares; 2024Q2: 270 shares; 2024Q3: 564 shares; 2024Q4: 8,844 shares; 2025Q1: 7,975 shares; 2025Q2: 8,059 shares; 2025Q3: 8,064 shares 8,064 $2.65M 0.71% +5 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 48,937 shares 48,937 $2.6M 0.7% -591 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,148 shares; 2025Q2: 47,240 shares; 2025Q3: 33,873 shares 33,873 $2.56M 0.69% -13,367 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 25,253 shares 25,253 $2.53M 0.68% +1,553 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,608 shares; 2025Q1: 15,511 shares; 2025Q2: 26,457 shares; 2025Q3: 48,175 shares 48,175 $2.48M 0.66% +21,718 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; 2023Q4: restricted; 2024Q1: 611 shares; 2024Q2: 769 shares; 2024Q3: 741 shares; 2024Q4: 829 shares; 2025Q1: 3,317 shares; 2025Q2: 3,232 shares; 2025Q3: 3,238 shares 3,238 $2.38M 0.64% +6 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; 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; 2025Q3: 36,795 shares 36,795 $2.2M 0.59% -384 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,725 shares; 2025Q1: 42,288 shares; 2025Q2: 44,885 shares; 2025Q3: 40,563 shares 40,563 $2.02M 0.54% -4,322 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 17,482 shares 17,482 $1.86M 0.5% +716 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; 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; 2025Q3: 36,566 shares 36,566 $1.81M 0.48% +79 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; 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; 2025Q3: 36,287 shares 36,287 $1.77M 0.47% +872 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,803 shares; 2025Q1: 4,751 shares; 2025Q2: 4,608 shares; 2025Q3: 5,210 shares 5,210 $1.72M 0.46% +602 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 15,393 shares 15,393 $1.72M 0.46% +1,293 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; 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; 2025Q3: 35,678 shares 35,678 $1.66M 0.45% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,163 shares 2,163 $1.65M 0.44% -128 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 28,204 shares 28,204 $1.61M 0.43% +364 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; 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; 2025Q3: 33,765 shares 33,765 $1.56M 0.42% +12,673 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; 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; 2025Q3: 22,880 shares 22,880 $1.53M 0.41% -433 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; 2023Q4: restricted; 2024Q1: 902 shares; 2024Q2: 902 shares; 2024Q3: 902 shares; 2024Q4: 2,083 shares; 2025Q1: 2,047 shares; 2025Q2: 2,047 shares; 2025Q3: 2,047 shares 2,047 $1.53M 0.41% 0 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; 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; 2025Q3: 25,301 shares 25,301 $1.44M 0.39% +461 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 12,814 shares 12,814 $1.37M 0.37% +135 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; 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; 2025Q3: 25,854 shares 25,854 $1.3M 0.35% -1,873 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; 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; 2025Q3: 5,926 shares 5,926 $1.3M 0.35% +5 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; 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; 2025Q3: 118,010 shares 118,010 $1.25M 0.33% -23,198 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; 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; 2025Q3: 49,928 shares 49,928 $1.24M 0.33% +233 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; 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; 2025Q3: 3,234 shares 3,234 $1.15M 0.31% -139 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,099 shares 4,099 $996K 0.27% -48 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; 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; 2025Q3: 21,423 shares 21,423 $957K 0.26% +2,242 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; 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; 2025Q3: 12,797 shares 12,797 $938K 0.25% -530 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; 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; 2025Q3: 19,234 shares 19,234 $918K 0.25% -46 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; 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; 2025Q3: 10,123 shares 10,123 $861K 0.23% 0 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; 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; 2025Q3: 35,976 shares 35,976 $831K 0.22% +855 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 15,418 shares 15,418 $823K 0.22% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,635 shares 5,635 $821K 0.22% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,340 shares 3,340 $773K 0.21% -561 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,134 shares; 2024Q4: 7,634 shares; 2025Q1: 7,634 shares; 2025Q2: 7,664 shares; 2025Q3: 7,666 shares 7,666 $765K 0.2% +2 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 807 shares; 2024Q2: 807 shares; 2024Q3: 1,047 shares; 2024Q4: 1,310 shares; 2025Q1: 2,956 shares; 2025Q2: 3,065 shares; 2025Q3: 3,052 shares 3,052 $743K 0.2% -13 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,133 shares 2,133 $728K 0.2% +116 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; 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; 2025Q3: 11,844 shares 11,844 $689K 0.18% +4,755 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; 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; 2025Q3: 7,981 shares 7,981 $671K 0.18% +113 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,927 shares 6,927 $659K 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; 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; 2025Q3: 15,369 shares 15,369 $658K 0.18% -171 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: 2,975 shares 2,975 $653K 0.17% +1,947 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,240 shares; 2025Q2: 1,472 shares; 2025Q3: 1,444 shares 1,444 $642K 0.17% -28 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; 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; 2025Q3: 8,643 shares 8,643 $635K 0.17% +665 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; 2023Q4: restricted; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 4,911 shares; 2025Q3: 4,752 shares 4,752 $610K 0.16% -159 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; 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; 2025Q3: 5,393 shares 5,393 $608K 0.16% +24 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 9,185 shares 9,185 $599K 0.16% 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; 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; 2025Q3: 1,477 shares 1,477 $598K 0.16% +106 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; 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; 2025Q3: 19,075 shares 19,075 $578K 0.15% +4,749 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 11,886 shares 11,886 $576K 0.15% 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,164 shares; 2024Q4: 4,607 shares; 2025Q1: 4,464 shares; 2025Q2: 4,053 shares; 2025Q3: 5,547 shares 5,547 $572K 0.15% +1,494 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,194 shares; 2025Q1: 29,101 shares; 2025Q2: 33,424 shares; 2025Q3: 32,570 shares 32,570 $565K 0.15% -854 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,640 shares 4,640 $551K 0.15% 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 461 shares; 2025Q2: 453 shares; 2025Q3: 453 shares 453 $543K 0.15% 0 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; 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; 2025Q3: 1,050 shares 1,050 $528K 0.14% -22 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,897 shares 3,897 $522K 0.14% +236 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 293 shares; 2025Q1: 423 shares; 2025Q2: 393 shares; 2025Q3: 537 shares 537 $497K 0.13% +144 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,646 shares; 2025Q3: 9,646 shares 9,646 $489K 0.13% 0 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; 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; 2025Q3: 18,833 shares 18,833 $482K 0.13% +63 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,719 shares; 2025Q2: 1,706 shares; 2025Q3: 1,710 shares 1,710 $481K 0.13% +4 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; 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; 2025Q3: 2,135 shares 2,135 $437K 0.12% -11 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,925 shares 5,925 $428K 0.11% new 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,605 shares; 2024Q4: 8,345 shares; 2025Q1: 8,345 shares; 2025Q2: 8,345 shares; 2025Q3: 8,345 shares 8,345 $424K 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; 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; 2025Q3: 4,491 shares 4,491 $401K 0.11% +185 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares 3,275 $395K 0.11% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,332 shares 4,332 $378K 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30 shares; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares 2,120 $370K 0.1% 0 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; 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; 2025Q3: 17,164 shares 17,164 $367K 0.1% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,000 shares; 2025Q1: 20,080 shares; 2025Q2: 25,080 shares; 2025Q3: 27,912 shares 27,912 $364K 0.1% +2,832 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,985 shares; 2025Q2: 3,894 shares; 2025Q3: 5,216 shares 5,216 $357K 0.1% +1,322 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; 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; 2025Q3: 5,901 shares 5,901 $354K 0.09% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,506 shares 3,506 $353K 0.09% new 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,467 shares; 2025Q3: 1,489 shares 1,489 $351K 0.09% +22 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; 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; 2025Q3: 4,419 shares 4,419 $349K 0.09% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,354 shares 1,354 $328K 0.09% +1 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 536 shares; 2024Q2: 525 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 476 shares; 2025Q2: 475 shares; 2025Q3: 564 shares 564 $321K 0.09% +89 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,058 shares 2,058 $320K 0.09% +22 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,813 shares; 2025Q1: 1,914 shares; 2025Q2: 1,938 shares; 2025Q3: 1,982 shares 1,982 $315K 0.08% +44 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,800 shares; 2025Q1: 12,800 shares; 2025Q2: 20,000 shares; 2025Q3: 20,527 shares 20,527 $314K 0.08% +527 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,452 shares 2,452 $303K 0.08% new Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,914 shares 20,914 $279K 0.07% new 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; 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; 2025Q3: 1,804 shares 1,804 $277K 0.07% -656 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 746 shares; 2025Q3: 794 shares 794 $251K 0.07% +48 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; 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; 2025Q3: 5,878 shares 5,878 $247K 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: 723 shares 723 $240K 0.06% -9 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,000 shares 2,000 $230K 0.06% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,080 shares 1,080 $222K 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,478 shares; 2025Q2: 1,402 shares; 2025Q3: 1,396 shares 1,396 $217K 0.06% -6 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,621 shares; 2025Q1: 3,621 shares; 2025Q2: 3,621 shares; 2025Q3: 3,621 shares 3,621 $215K 0.06% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,894 shares; 2025Q2: 1,898 shares; 2025Q3: 1,897 shares 1,897 $211K 0.06% -1 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 758 shares 758 $208K 0.06% new 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; 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; 2025Q3: 10,687 shares 10,687 $206K 0.06% +4,478 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 996 shares 996 $206K 0.06% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,284 shares; 2024Q2: not reported; 2024Q3: 2,255 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,377 shares 2,377 $201K 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; 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; 2025Q3: 3,701 shares 3,701 $200K 0.05% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,819 shares; 2025Q3: 7,819 shares 7,819 $200K 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares 2,250 $198K 0.05% 0 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; 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; 2025Q3: 2,360 shares 2,360 $176K 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; 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; 2025Q3: 3,577 shares 3,577 $167K 0.04% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,632 shares; 2025Q1: 9,433 shares; 2025Q2: 11,025 shares; 2025Q3: 6,006 shares 6,006 $162K 0.04% -5,019 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; 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; 2025Q3: 2,886 shares 2,886 $130K 0.03% 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; 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; 2025Q3: 6,519 shares 6,519 $127K 0.03% +4 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; 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; 2025Q3: 8,512 shares 8,512 $124K 0.03% +6 Timeline SEVN SEVEN HILLS REALTY TRUST More: the full row for SEVEN HILLS REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,700 shares 11,700 $121K 0.03% new 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; 2023Q4: restricted; 2024Q1: 215 shares; 2024Q2: 215 shares; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares 251 $120K 0.03% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,636 shares 3,636 $111K 0.03% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,078 shares 4,078 $103K 0.03% 0 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; 2023Q4: restricted; 2024Q1: 329 shares; 2024Q2: 329 shares; 2024Q3: 329 shares; 2024Q4: 329 shares; 2025Q1: 363 shares; 2025Q2: 598 shares; 2025Q3: 598 shares 598 $93K 0.02% 0 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; 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; 2025Q3: 1,206 shares 1,206 $92.1K 0.02% 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,274 shares 10,274 $90K 0.02% +274 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,197 shares 1,197 $89.9K 0.02% new 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; 2023Q4: restricted; 2024Q1: 520 shares; 2024Q2: 736 shares; 2024Q3: 736 shares; 2024Q4: 736 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 1,025 shares 1,025 $79.6K 0.02% +289 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,778 shares; 2024Q2: 1,242 shares; 2024Q3: 1,242 shares; 2024Q4: 1,242 shares; 2025Q1: 785 shares; 2025Q2: 847 shares; 2025Q3: 847 shares 847 $71.9K 0.02% 0 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; 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; 2025Q3: 1,417 shares 1,417 $68.3K 0.02% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,476 shares; 2025Q2: 1,476 shares; 2025Q3: 1,476 shares 1,476 $67.4K 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; 2023Q4: restricted; 2024Q1: 495 shares; 2024Q2: 495 shares; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares 495 $67.1K 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; 2023Q4: restricted; 2024Q1: 735 shares; 2024Q2: 735 shares; 2024Q3: 735 shares; 2024Q4: 770 shares; 2025Q1: 775 shares; 2025Q2: 802 shares; 2025Q3: 811 shares 811 $64.8K 0.02% +9 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; 2023Q4: restricted; 2024Q1: 160 shares; 2024Q2: 229 shares; 2024Q3: 268 shares; 2024Q4: 230 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 319 shares 319 $59.5K 0.02% +1 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; 2023Q4: restricted; 2024Q1: 178 shares; 2024Q2: 178 shares; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares 178 $52.3K 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 253 shares; 2025Q3: 614 shares 614 $52K 0.01% +361 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; 2023Q4: restricted; 2024Q1: 8,661 shares; 2024Q2: 632 shares; 2024Q3: 632 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 755 shares 755 $51.7K 0.01% +123 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; 2023Q4: restricted; 2024Q1: 152 shares; 2024Q2: 152 shares; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 219 shares; 2025Q3: 219 shares 219 $51.5K 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares 198 $51.4K 0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 413 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares 231 $48.3K 0.01% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,111 shares 1,111 $47.5K 0.01% new 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 178 shares 178 $39.5K 0.01% -1 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 568 shares; 2025Q1: 513 shares; 2025Q2: 513 shares; 2025Q3: 513 shares 513 $39.4K 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; 2023Q4: restricted; 2024Q1: 328 shares; 2024Q2: 328 shares; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares 328 $33.9K 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 256 shares; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares 256 $32K 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154 shares; 2025Q3: 154 shares 154 $31.5K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 363 shares; 2024Q2: 363 shares; 2024Q3: 363 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 362 shares 362 $30K 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 839 shares; 2025Q3: 839 shares 839 $28.8K 0.01% 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; 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; 2025Q3: 14,381 shares 14,381 $27.2K 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; 2023Q4: restricted; 2024Q1: 346 shares; 2024Q2: 346 shares; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares 346 $27K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 427 shares 427 $26.3K 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; 2023Q4: restricted; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares 80 $26.1K 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 370 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares 415 $21.3K 0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares 150 $21.1K 0.01% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 546 shares 546 $17.2K <0.01% new 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; 2023Q4: restricted; 2024Q1: 276 shares; 2024Q2: 276 shares; 2024Q3: 638 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares 276 $15.8K <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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares 295 $10.5K <0.01% 0 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199 shares 199 $10.1K <0.01% new Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares 135 $9.8K <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; 2023Q4: restricted; 2024Q1: 141 shares; 2024Q2: 141 shares; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 142 shares; 2025Q2: 144 shares; 2025Q3: 145 shares 145 $7.58K <0.01% +1 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 104 shares; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares 104 $7.5K <0.01% 0 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199 shares 199 $7.1K <0.01% new Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares 120 $5.01K <0.01% new 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; 2023Q4: restricted; 2024Q1: 84 shares; 2024Q2: 84 shares; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares 84 $4K <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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares 12 $3.57K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 260 shares; 2024Q2: 260 shares; 2024Q3: 221 shares; 2024Q4: 178 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 72 shares 72 $3.44K <0.01% -63 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares 16 $3.34K <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; 2023Q4: restricted; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 46 shares 46 $3.1K <0.01% +1 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; 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; 2025Q3: 26 shares 26 $2.5K <0.01% +1 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; 2023Q4: restricted; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 50 shares 50 $1.96K <0.01% +24 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares 16 $1.51K <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; 2023Q4: restricted; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares 23 $1.31K <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; 2023Q4: restricted; 2024Q1: 21 shares; 2024Q2: 21 shares; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares 21 $534 <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; 2023Q4: restricted; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $254 <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; 2023Q4: restricted; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $28 <0.01% 0 Timeline