FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,914 shares; 2024Q4: 79,460 shares; 2025Q1: 89,504 shares; 2025Q2: 79,821 shares; 2025Q3: 2,657,263 shares 2,657,263 $138M 16.37% +2,577,442 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: restricted; 2024Q2: restricted; 2024Q3: 1,357,813 shares; 2024Q4: 1,467,162 shares; 2025Q1: 1,576,264 shares; 2025Q2: 1,678,854 shares; 2025Q3: 1,725,265 shares 1,725,265 $73.8M 8.76% +46,411 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: restricted; 2024Q2: restricted; 2024Q3: 198,552 shares; 2024Q4: 217,378 shares; 2025Q1: 230,998 shares; 2025Q2: 239,614 shares; 2025Q3: 238,178 shares 238,178 $70M 8.3% -1,436 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440,403 shares; 2024Q4: 1,521,376 shares; 2025Q1: 1,760,782 shares; 2025Q2: 1,838,266 shares; 2025Q3: 2,242,166 shares 2,242,166 $54.5M 6.47% +403,900 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,927 shares; 2024Q4: 1,526,033 shares; 2025Q1: 1,578,030 shares; 2025Q2: 1,640,699 shares; 2025Q3: 1,603,876 shares 1,603,876 $51.2M 6.07% -36,823 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: restricted; 2024Q2: restricted; 2024Q3: 277,583 shares; 2024Q4: 270,625 shares; 2025Q1: 220,321 shares; 2025Q2: 578,939 shares; 2025Q3: 598,279 shares 598,279 $39.4M 4.68% +19,340 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,814 shares; 2024Q4: 1,496,816 shares; 2025Q1: 1,508,271 shares; 2025Q2: 1,550,228 shares; 2025Q3: 1,407,417 shares 1,407,417 $37.1M 4.4% -142,811 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: restricted; 2024Q2: restricted; 2024Q3: 252,085 shares; 2024Q4: 267,739 shares; 2025Q1: 296,578 shares; 2025Q2: 284,243 shares; 2025Q3: 313,542 shares 313,542 $33.4M 3.96% +29,299 Timeline VNLA 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: restricted; 2024Q2: restricted; 2024Q3: 301,842 shares; 2024Q4: 376,817 shares; 2025Q1: 514,863 shares; 2025Q2: 513,425 shares; 2025Q3: 532,894 shares 532,894 $26.3M 3.12% +19,469 Timeline IJT 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: restricted; 2024Q2: restricted; 2024Q3: 128,078 shares; 2024Q4: 163,028 shares; 2025Q1: 186,965 shares; 2025Q2: 152,166 shares; 2025Q3: 157,583 shares 157,583 $22.3M 2.65% +5,417 Timeline IWF 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: restricted; 2024Q2: restricted; 2024Q3: 42,159 shares; 2024Q4: 41,779 shares; 2025Q1: 42,675 shares; 2025Q2: 44,636 shares; 2025Q3: 41,333 shares 41,333 $19.4M 2.3% -3,303 Timeline JPIE 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: restricted; 2024Q2: restricted; 2024Q3: 146,916 shares; 2024Q4: 179,657 shares; 2025Q1: 237,357 shares; 2025Q2: 332,128 shares; 2025Q3: 365,251 shares 365,251 $17M 2.01% +33,123 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,090 shares; 2024Q4: 171,893 shares; 2025Q1: 197,126 shares; 2025Q2: 260,891 shares; 2025Q3: 301,703 shares 301,703 $14M 1.66% +40,812 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: restricted; 2024Q2: restricted; 2024Q3: 160,953 shares; 2024Q4: 170,820 shares; 2025Q1: 171,121 shares; 2025Q2: 247,874 shares; 2025Q3: 219,170 shares 219,170 $13.1M 1.56% -28,704 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,811 shares; 2024Q4: 287,999 shares; 2025Q1: 326,433 shares; 2025Q2: 446,089 shares; 2025Q3: 441,180 shares 441,180 $13.1M 1.55% -4,909 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: restricted; 2024Q2: restricted; 2024Q3: 18,188 shares; 2024Q4: 19,598 shares; 2025Q1: 19,814 shares; 2025Q2: 20,702 shares; 2025Q3: 20,761 shares 20,761 $12.7M 1.51% +59 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: restricted; 2024Q2: restricted; 2024Q3: 69,874 shares; 2024Q4: 83,949 shares; 2025Q1: 99,406 shares; 2025Q2: 101,455 shares; 2025Q3: 100,751 shares 100,751 $12M 1.42% -704 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,925 shares; 2024Q4: 444,682 shares; 2025Q1: 458,847 shares; 2025Q2: 408,162 shares; 2025Q3: 420,950 shares 420,950 $10.7M 1.27% +12,788 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: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 32,583 shares; 2025Q3: 33,021 shares 33,021 $9.83M 1.17% +438 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,905 shares; 2024Q4: 190,243 shares; 2025Q1: 191,224 shares; 2025Q2: 295,971 shares; 2025Q3: 293,421 shares 293,421 $8.54M 1.01% -2,550 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 5,078 shares; 2025Q1: 5,803 shares; 2025Q2: 11,552 shares; 2025Q3: 11,441 shares 11,441 $7.62M 0.9% -111 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,728 shares; 2024Q4: 110,781 shares; 2025Q1: 100,108 shares; 2025Q2: 164,668 shares; 2025Q3: 151,988 shares 151,988 $7.61M 0.9% -12,680 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: restricted; 2024Q2: restricted; 2024Q3: 29,518 shares; 2024Q4: 28,841 shares; 2025Q1: 28,968 shares; 2025Q2: 27,242 shares; 2025Q3: 28,918 shares 28,918 $7.36M 0.87% +1,676 Timeline IWR 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: restricted; 2024Q2: restricted; 2024Q3: 76,364 shares; 2024Q4: 75,368 shares; 2025Q1: 75,382 shares; 2025Q2: 75,142 shares; 2025Q3: 75,142 shares 75,142 $7.26M 0.86% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,353 shares; 2024Q4: 88,619 shares; 2025Q1: 85,183 shares; 2025Q2: 85,309 shares; 2025Q3: 60,718 shares 60,718 $5.67M 0.67% -24,591 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: restricted; 2024Q2: restricted; 2024Q3: 23,353 shares; 2024Q4: 23,180 shares; 2025Q1: 22,894 shares; 2025Q2: 22,251 shares; 2025Q3: 10,754 shares 10,754 $5.57M 0.66% -11,497 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,751 shares; 2024Q4: 59,651 shares; 2025Q1: 62,012 shares; 2025Q2: 64,982 shares; 2025Q3: 64,106 shares 64,106 $5.02M 0.6% -876 Timeline PRCH PORCH GROUP INC More: the full row for PORCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,276 shares; 2024Q4: 283,276 shares; 2025Q1: 283,276 shares; 2025Q2: 276,683 shares; 2025Q3: 274,816 shares 274,816 $4.61M 0.55% -1,867 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,546 shares; 2024Q4: 21,546 shares; 2025Q1: 21,546 shares; 2025Q2: 21,546 shares; 2025Q3: 21,588 shares 21,588 $3.73M 0.44% +42 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: restricted; 2024Q2: restricted; 2024Q3: 5,722 shares; 2024Q4: 5,702 shares; 2025Q1: 5,665 shares; 2025Q2: 5,555 shares; 2025Q3: 5,371 shares 5,371 $3.59M 0.43% -184 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,949 shares 73,949 $3.27M 0.39% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 8,939 shares; 2025Q1: 8,939 shares; 2025Q2: 26,116 shares; 2025Q3: 26,116 shares 26,116 $3.15M 0.37% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,590 shares; 2024Q4: 18,590 shares; 2025Q1: 19,470 shares; 2025Q2: 26,076 shares; 2025Q3: 25,980 shares 25,980 $3.14M 0.37% -96 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,834 shares; 2024Q4: 124,699 shares; 2025Q1: 123,807 shares; 2025Q2: 123,807 shares; 2025Q3: 121,959 shares 121,959 $2.84M 0.34% -1,848 Timeline DSI 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: restricted; 2024Q2: restricted; 2024Q3: 22,579 shares; 2024Q4: 22,579 shares; 2025Q1: 21,863 shares; 2025Q2: 21,863 shares; 2025Q3: 21,863 shares 21,863 $2.75M 0.33% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,967 shares; 2024Q4: 33,680 shares; 2025Q1: 33,997 shares; 2025Q2: 35,123 shares; 2025Q3: 34,814 shares 34,814 $2.73M 0.32% -309 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: restricted; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 1,126 shares; 2025Q1: 1,127 shares; 2025Q2: 12,350 shares; 2025Q3: 12,832 shares 12,832 $2.68M 0.32% +482 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: restricted; 2024Q2: restricted; 2024Q3: 6,127 shares; 2024Q4: 22,802 shares; 2025Q1: 19,093 shares; 2025Q2: 35,290 shares; 2025Q3: 30,477 shares 30,477 $2.66M 0.32% -4,813 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,810 shares; 2024Q4: 294,290 shares; 2025Q1: 273,574 shares; 2025Q2: 364,805 shares; 2025Q3: 110,927 shares 110,927 $2.64M 0.31% -253,878 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,325 shares; 2024Q4: 11,092 shares; 2025Q1: 11,079 shares; 2025Q2: 11,865 shares; 2025Q3: 11,865 shares 11,865 $2.38M 0.28% 0 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: restricted; 2024Q2: restricted; 2024Q3: 7,248 shares; 2024Q4: 7,248 shares; 2025Q1: 6,891 shares; 2025Q2: 6,644 shares; 2025Q3: 6,571 shares 6,571 $2.34M 0.28% -73 Timeline BRK-A 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares 3 $2.26M 0.27% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 6,010 shares; 2025Q1: 6,087 shares; 2025Q2: 10,970 shares; 2025Q3: 10,893 shares 10,893 $2.25M 0.27% -77 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,831 shares; 2025Q3: 57,831 shares 57,831 $2.23M 0.26% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 6,866 shares; 2025Q1: 6,664 shares; 2025Q2: 6,473 shares; 2025Q3: 6,996 shares 6,996 $2.21M 0.26% +523 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,107 shares; 2024Q4: 32,107 shares; 2025Q1: 32,107 shares; 2025Q2: 32,107 shares; 2025Q3: 32,157 shares 32,157 $2.21M 0.26% +50 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: restricted; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 6,413 shares; 2025Q1: 6,653 shares; 2025Q2: 6,653 shares; 2025Q3: 6,653 shares 6,653 $2.18M 0.26% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,391 shares; 2024Q4: 94,991 shares; 2025Q1: 65,336 shares; 2025Q2: 79,060 shares; 2025Q3: 61,765 shares 61,765 $2.06M 0.24% -17,295 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,230 shares; 2024Q4: 8,230 shares; 2025Q1: 8,522 shares; 2025Q2: 7,574 shares; 2025Q3: 8,460 shares 8,460 $2.06M 0.24% +886 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: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,306 shares; 2025Q1: 2,306 shares; 2025Q2: 8,232 shares; 2025Q3: 7,971 shares 7,971 $2.03M 0.24% -261 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: restricted; 2024Q2: restricted; 2024Q3: 16,301 shares; 2024Q4: 16,219 shares; 2025Q1: 16,073 shares; 2025Q2: 16,070 shares; 2025Q3: 16,591 shares 16,591 $1.87M 0.22% +521 Timeline JGRO 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: restricted; 2024Q2: restricted; 2024Q3: 10,657 shares; 2024Q4: 14,731 shares; 2025Q1: 21,070 shares; 2025Q2: 19,865 shares; 2025Q3: 19,865 shares 19,865 $1.86M 0.22% 0 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: restricted; 2024Q2: restricted; 2024Q3: 6,027 shares; 2024Q4: 5,893 shares; 2025Q1: 6,312 shares; 2025Q2: 5,593 shares; 2025Q3: 6,788 shares 6,788 $1.49M 0.18% +1,195 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: restricted; 2024Q2: restricted; 2024Q3: 13,453 shares; 2024Q4: 24,667 shares; 2025Q1: 26,179 shares; 2025Q2: 22,525 shares; 2025Q3: 22,437 shares 22,437 $1.46M 0.17% -88 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: restricted; 2024Q2: restricted; 2024Q3: 7,709 shares; 2024Q4: 7,709 shares; 2025Q1: 7,740 shares; 2025Q2: 5,031 shares; 2025Q3: 7,635 shares 7,635 $1.42M 0.17% +2,604 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,092 shares; 2024Q4: 48,002 shares; 2025Q1: 49,378 shares; 2025Q2: 48,002 shares; 2025Q3: 47,247 shares 47,247 $1.32M 0.16% -755 Timeline ESGD 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: restricted; 2024Q2: restricted; 2024Q3: 10,452 shares; 2024Q4: 11,509 shares; 2025Q1: 12,229 shares; 2025Q2: 14,047 shares; 2025Q3: 14,047 shares 14,047 $1.31M 0.15% 0 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: restricted; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 4,941 shares; 2025Q1: 5,390 shares; 2025Q2: 5,270 shares; 2025Q3: 5,305 shares 5,305 $1.29M 0.15% +35 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,643 shares; 2024Q4: 23,643 shares; 2025Q1: 23,643 shares; 2025Q2: 23,369 shares; 2025Q3: 23,215 shares 23,215 $1.23M 0.15% -154 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: restricted; 2024Q2: restricted; 2024Q3: 56,694 shares; 2024Q4: 43,899 shares; 2025Q1: 42,694 shares; 2025Q2: 42,694 shares; 2025Q3: 43,839 shares 43,839 $1.11M 0.13% +1,145 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: restricted; 2024Q2: restricted; 2024Q3: 14,249 shares; 2024Q4: 14,249 shares; 2025Q1: 14,249 shares; 2025Q2: 14,249 shares; 2025Q3: 14,249 shares 14,249 $1.09M 0.13% 0 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: restricted; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 3,101 shares; 2025Q1: 2,748 shares; 2025Q2: 2,606 shares; 2025Q3: 3,172 shares 3,172 $1.08M 0.13% +566 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: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,053 shares; 2025Q1: 12,060 shares; 2025Q2: 11,538 shares; 2025Q3: 11,568 shares 11,568 $1.06M 0.13% +30 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: restricted; 2024Q2: restricted; 2024Q3: 3,686 shares; 2024Q4: 3,686 shares; 2025Q1: 3,686 shares; 2025Q2: 3,686 shares; 2025Q3: 3,686 shares 3,686 $1.04M 0.12% 0 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,928 shares; 2024Q4: 73,928 shares; 2025Q1: 67,338 shares; 2025Q2: 62,848 shares; 2025Q3: 62,848 shares 62,848 $1.02M 0.12% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 1,752 shares; 2025Q1: 1,753 shares; 2025Q2: 7,053 shares; 2025Q3: 7,061 shares 7,061 $1.02M 0.12% +8 Timeline IJJ 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: restricted; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 3,828 shares; 2025Q1: 3,828 shares; 2025Q2: 7,743 shares; 2025Q3: 7,743 shares 7,743 $1M 0.12% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,685 shares; 2024Q4: 11,185 shares; 2025Q1: 11,185 shares; 2025Q2: 11,185 shares; 2025Q3: 11,185 shares 11,185 $1M 0.12% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 5,432 shares; 2025Q1: 5,432 shares; 2025Q2: 10,450 shares; 2025Q3: 10,464 shares 10,464 $1M 0.12% +14 Timeline IJS 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: restricted; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: 4,720 shares; 2025Q1: 4,734 shares; 2025Q2: 8,834 shares; 2025Q3: 8,852 shares 8,852 $979K 0.12% +18 Timeline VONV 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: restricted; 2024Q2: restricted; 2024Q3: 3,356 shares; 2024Q4: 3,356 shares; 2025Q1: 3,356 shares; 2025Q2: 10,820 shares; 2025Q3: 10,820 shares 10,820 $967K 0.11% 0 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: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,195 shares; 2025Q1: 1,412 shares; 2025Q2: 1,593 shares; 2025Q3: 1,551 shares 1,551 $931K 0.11% -42 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: restricted; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,297 shares; 2025Q2: 1,136 shares; 2025Q3: 1,251 shares 1,251 $919K 0.11% +115 Timeline SUSC 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: restricted; 2024Q2: restricted; 2024Q3: 10,703 shares; 2024Q4: 29,882 shares; 2025Q1: 29,882 shares; 2025Q2: 36,619 shares; 2025Q3: 38,911 shares 38,911 $917K 0.11% +2,292 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: restricted; 2024Q2: restricted; 2024Q3: 8,133 shares; 2024Q4: 7,737 shares; 2025Q1: 7,749 shares; 2025Q2: 7,518 shares; 2025Q3: 7,524 shares 7,524 $775K 0.09% +6 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,772 shares; 2024Q4: 2,735 shares; 2025Q1: 2,736 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares 2,700 $762K 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: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,084 shares; 2025Q1: 3,093 shares; 2025Q2: 3,131 shares; 2025Q3: 3,093 shares 3,093 $748K 0.09% -38 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,163 shares; 2024Q4: 7,939 shares; 2025Q1: 7,939 shares; 2025Q2: 7,939 shares; 2025Q3: 7,939 shares 7,939 $727K 0.09% 0 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: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 756 shares; 2025Q1: 796 shares; 2025Q2: 744 shares; 2025Q3: 772 shares 772 $715K 0.08% +28 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: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 627 shares; 2025Q1: 667 shares; 2025Q2: 613 shares; 2025Q3: 596 shares 596 $715K 0.08% -17 Timeline TRS TRIMAS CORP More: the full row for TRIMAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,474 shares; 2024Q4: 18,474 shares; 2025Q1: 18,474 shares; 2025Q2: 18,474 shares; 2025Q3: 18,474 shares 18,474 $714K 0.08% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,569 shares; 2024Q4: 5,569 shares; 2025Q1: 5,569 shares; 2025Q2: 5,569 shares; 2025Q3: 1,815 shares 1,815 $679K 0.08% -3,754 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,462 shares; 2025Q3: 1,462 shares 1,462 $678K 0.08% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,480 shares; 2024Q4: 6,475 shares; 2025Q1: 6,475 shares; 2025Q2: 6,640 shares; 2025Q3: 6,840 shares 6,840 $670K 0.08% +200 Timeline EFG 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: restricted; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 6,984 shares; 2025Q1: 5,884 shares; 2025Q2: 5,884 shares; 2025Q3: 5,884 shares 5,884 $670K 0.08% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,722 shares; 2024Q4: 2,552 shares; 2025Q1: 2,742 shares; 2025Q2: 7,407 shares; 2025Q3: 7,407 shares 7,407 $662K 0.08% 0 Timeline ESGE 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: restricted; 2024Q2: restricted; 2024Q3: 16,648 shares; 2024Q4: 17,707 shares; 2025Q1: 17,707 shares; 2025Q2: 13,621 shares; 2025Q3: 13,621 shares 13,621 $591K 0.07% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,293 shares; 2024Q4: 26,091 shares; 2025Q1: 26,091 shares; 2025Q2: 25,443 shares; 2025Q3: 25,182 shares 25,182 $591K 0.07% -261 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: restricted; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,150 shares; 2025Q1: 1,141 shares; 2025Q2: 1,029 shares; 2025Q3: 1,159 shares 1,159 $583K 0.07% +130 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,654 shares; 2024Q4: 92,792 shares; 2025Q1: 37,086 shares; 2025Q2: 37,086 shares; 2025Q3: 37,086 shares 37,086 $534K 0.06% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares 11,000 $527K 0.06% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,898 shares; 2025Q1: 1,898 shares; 2025Q2: 1,808 shares; 2025Q3: 1,730 shares 1,730 $526K 0.06% -78 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,697 shares; 2025Q1: 4,192 shares; 2025Q2: 6,483 shares; 2025Q3: 6,825 shares 6,825 $515K 0.06% +342 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,769 shares; 2025Q1: 1,799 shares; 2025Q2: 1,799 shares; 2025Q3: 1,800 shares 1,800 $507K 0.06% +1 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,436 shares; 2025Q3: 15,436 shares 15,436 $505K 0.06% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 3,111 shares; 2025Q1: 2,627 shares; 2025Q2: 2,345 shares; 2025Q3: 2,686 shares 2,686 $498K 0.06% +341 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,530 shares; 2024Q4: 15,057 shares; 2025Q1: 15,057 shares; 2025Q2: 15,057 shares; 2025Q3: 15,057 shares 15,057 $495K 0.06% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,894 shares; 2024Q4: 15,894 shares; 2025Q1: 15,910 shares; 2025Q2: 15,840 shares; 2025Q3: 15,840 shares 15,840 $493K 0.06% 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: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 797 shares; 2025Q3: 1,188 shares 1,188 $481K 0.06% +391 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,712 shares; 2025Q3: 4,712 shares 4,712 $470K 0.06% 0 Timeline PKOH PARK-OHIO HLDGS CORP More: the full row for PARK-OHIO HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,306 shares; 2024Q4: 17,306 shares; 2025Q1: 17,306 shares; 2025Q2: 17,306 shares; 2025Q3: 21,656 shares 21,656 $460K 0.05% +4,350 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,804 shares; 2024Q4: 13,352 shares; 2025Q1: 14,345 shares; 2025Q2: 9,735 shares; 2025Q3: 10,198 shares 10,198 $450K 0.05% +463 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,881 shares; 2024Q4: 35,879 shares; 2025Q1: 19,113 shares; 2025Q2: 9,385 shares; 2025Q3: 9,385 shares 9,385 $446K 0.05% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,163 shares; 2025Q1: 2,061 shares; 2025Q2: 2,061 shares; 2025Q3: 2,061 shares 2,061 $445K 0.05% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,614 shares; 2025Q1: 1,614 shares; 2025Q2: 1,561 shares; 2025Q3: 1,558 shares 1,558 $440K 0.05% -3 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,242 shares; 2024Q4: 15,242 shares; 2025Q1: 15,242 shares; 2025Q2: 15,242 shares; 2025Q3: 15,242 shares 15,242 $436K 0.05% 0 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: 583 shares 583 $436K 0.05% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 2,638 shares; 2025Q1: 2,638 shares; 2025Q2: 2,473 shares; 2025Q3: 2,473 shares 2,473 $414K 0.05% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,328 shares; 2024Q4: 7,149 shares; 2025Q1: 7,149 shares; 2025Q2: 7,149 shares; 2025Q3: 7,149 shares 7,149 $407K 0.05% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,381 shares; 2025Q1: 1,398 shares; 2025Q2: 1,398 shares; 2025Q3: 1,211 shares 1,211 $403K 0.05% -187 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: restricted; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 5,680 shares; 2025Q1: 5,685 shares; 2025Q2: 5,374 shares; 2025Q3: 5,603 shares 5,603 $383K 0.05% +229 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 3,379 shares; 2025Q1: 3,379 shares; 2025Q2: 3,312 shares; 2025Q3: 3,312 shares 3,312 $361K 0.04% 0 Timeline IMCB 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,053 shares; 2025Q3: 4,053 shares 4,053 $337K 0.04% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 2,026 shares; 2025Q1: 2,244 shares; 2025Q2: 2,008 shares; 2025Q3: 2,367 shares 2,367 $332K 0.04% +359 Timeline VOT 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: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares 1,105 $325K 0.04% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,241 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,638 shares; 2025Q3: 4,806 shares 4,806 $317K 0.04% +168 Timeline XOP 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,361 shares; 2025Q3: 2,361 shares 2,361 $312K 0.04% 0 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: restricted; 2024Q2: restricted; 2024Q3: 3,265 shares; 2024Q4: 3,189 shares; 2025Q1: 3,139 shares; 2025Q2: 3,078 shares; 2025Q3: 3,111 shares 3,111 $312K 0.04% +33 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares 12,500 $309K 0.04% 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: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,494 shares; 2025Q1: 1,426 shares; 2025Q2: 1,293 shares; 2025Q3: 1,305 shares 1,305 $302K 0.04% +12 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,165 shares; 2025Q1: 2,165 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares 2,165 $298K 0.04% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,891 shares; 2024Q4: 7,516 shares; 2025Q1: 3,016 shares; 2025Q2: 3,016 shares; 2025Q3: 3,016 shares 3,016 $297K 0.04% 0 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,234 shares; 2025Q3: 10,234 shares 10,234 $296K 0.04% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,395 shares; 2025Q1: 3,395 shares; 2025Q2: 3,395 shares; 2025Q3: 3,395 shares 3,395 $283K 0.03% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 2,957 shares; 2025Q1: 3,235 shares; 2025Q2: 3,235 shares; 2025Q3: 3,235 shares 3,235 $282K 0.03% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,537 shares; 2025Q3: 6,537 shares 6,537 $277K 0.03% 0 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: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,540 shares; 2025Q1: 1,650 shares; 2025Q2: 1,506 shares; 2025Q3: 1,802 shares 1,802 $277K 0.03% +296 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,531 shares; 2025Q3: 1,694 shares 1,694 $275K 0.03% +163 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,710 shares; 2025Q2: 1,688 shares; 2025Q3: 2,028 shares 2,028 $272K 0.03% +340 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 546 shares 546 $266K 0.03% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares 33 $265K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: not reported; 2025Q1: 1,562 shares; 2025Q2: 1,487 shares; 2025Q3: 1,487 shares 1,487 $265K 0.03% 0 Timeline VV 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: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 821 shares; 2025Q3: 821 shares 821 $253K 0.03% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,493 shares; 2025Q1: 2,999 shares; 2025Q2: 2,561 shares; 2025Q3: 2,961 shares 2,961 $249K 0.03% +400 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,974 shares; 2025Q3: 2,974 shares 2,974 $233K 0.03% 0 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 8,200 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares 8,200 $231K 0.03% 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: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 1,315 shares; 2025Q3: 1,315 shares 1,315 $230K 0.03% 0 Timeline MSML 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,572 shares; 2025Q3: 3,572 shares 3,572 $227K 0.03% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,568 shares 1,568 $218K 0.03% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,350 shares; 2024Q4: 7,924 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,051 shares 4,051 $216K 0.03% new 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: not reported; 2025Q3: 380 shares 380 $216K 0.03% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares 1,054 $215K 0.03% 0 Timeline IWO 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: restricted; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 2,037 shares; 2025Q1: 2,037 shares; 2025Q2: 2,144 shares; 2025Q3: 654 shares 654 $209K 0.02% -1,490 Timeline XME 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,217 shares 2,217 $207K 0.02% new Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 3,920 shares; 2025Q1: 3,920 shares; 2025Q2: 3,921 shares; 2025Q3: 3,270 shares 3,270 $202K 0.02% -651 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,890 shares 3,890 $201K 0.02% new Timeline ICLN 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: restricted; 2024Q2: restricted; 2024Q3: 10,134 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,286 shares; 2025Q3: 10,286 shares 10,286 $159K 0.02% 0 Timeline GORO GOLD RESOURCE CORP More: the full row for GOLD RESOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,820 shares; 2024Q4: 23,820 shares; 2025Q1: 23,820 shares; 2025Q2: 23,820 shares; 2025Q3: 23,820 shares 23,820 $19.9K <0.01% 0 Timeline