AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,361 shares; 2024Q4: not reported; 2025Q1: 641,396 shares; 2025Q2: 1,359,030 shares; 2025Q3: 676,434 shares; 2025Q4: 698,955 shares 698,955 $78.1M 4.66% +22,521 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,271 shares; 2024Q4: 80,376 shares; 2025Q1: 93,536 shares; 2025Q2: 120,921 shares; 2025Q3: 101,842 shares; 2025Q4: 95,049 shares 95,049 $59.6M 3.55% -6,793 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,453 shares; 2024Q4: not reported; 2025Q1: 390,207 shares; 2025Q2: 821,790 shares; 2025Q3: 484,792 shares; 2025Q4: 616,085 shares 616,085 $50.7M 3.02% +131,293 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838,605 shares; 2024Q4: not reported; 2025Q1: 1,031,606 shares; 2025Q2: 2,191,612 shares; 2025Q3: 1,093,877 shares; 2025Q4: 1,160,373 shares 1,160,373 $48.6M 2.9% +66,496 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,504 shares; 2024Q4: 158,626 shares; 2025Q1: 189,816 shares; 2025Q2: 320,488 shares; 2025Q3: 220,979 shares; 2025Q4: 177,465 shares 177,465 $33.1M 1.97% -43,514 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,671 shares; 2024Q4: not reported; 2025Q1: 617,528 shares; 2025Q2: 1,299,366 shares; 2025Q3: 635,150 shares; 2025Q4: 666,131 shares 666,131 $31.4M 1.87% +30,981 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,566 shares; 2024Q4: 52,917 shares; 2025Q1: 83,044 shares; 2025Q2: 103,504 shares; 2025Q3: 90,002 shares; 2025Q4: 43,732 shares 43,732 $30M 1.79% -46,270 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 338,512 shares; 2025Q2: 717,174 shares; 2025Q3: 356,208 shares; 2025Q4: 374,075 shares 374,075 $29.4M 1.75% +17,867 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,404 shares; 2024Q4: 42,182 shares; 2025Q1: 92,962 shares; 2025Q2: 160,567 shares; 2025Q3: 110,919 shares; 2025Q4: 102,304 shares 102,304 $27.8M 1.66% -8,615 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,747 shares; 2024Q4: 112,333 shares; 2025Q1: 139,428 shares; 2025Q2: 448,526 shares; 2025Q3: 309,223 shares; 2025Q4: 337,798 shares 337,798 $27.1M 1.62% +28,575 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,230 shares; 2024Q4: 26,559 shares; 2025Q1: 46,981 shares; 2025Q2: 89,524 shares; 2025Q3: 55,286 shares; 2025Q4: 48,472 shares 48,472 $23.4M 1.4% -6,814 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,248 shares; 2024Q4: not reported; 2025Q1: 12,746 shares; 2025Q2: 161,760 shares; 2025Q3: 223,164 shares; 2025Q4: 242,894 shares 242,894 $21.2M 1.26% +19,730 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,572 shares; 2024Q4: not reported; 2025Q1: 189,991 shares; 2025Q2: 411,510 shares; 2025Q3: 220,274 shares; 2025Q4: 248,675 shares 248,675 $19.2M 1.14% +28,401 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,246 shares; 2024Q4: 16,291 shares; 2025Q1: 550,538 shares; 2025Q2: 851,416 shares; 2025Q3: 476,826 shares; 2025Q4: 466,734 shares 466,734 $18.5M 1.1% -10,092 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,628 shares; 2024Q4: 98,061 shares; 2025Q1: 226,673 shares; 2025Q2: 399,767 shares; 2025Q3: 324,710 shares; 2025Q4: 256,526 shares 256,526 $17.2M 1.03% -68,184 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,613 shares; 2024Q4: 2,156 shares; 2025Q1: 57,334 shares; 2025Q2: 113,247 shares; 2025Q3: 54,884 shares; 2025Q4: 59,580 shares 59,580 $16.5M 0.98% +4,696 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,862 shares; 2024Q4: 31,777 shares; 2025Q1: 68,076 shares; 2025Q2: 101,308 shares; 2025Q3: 78,921 shares; 2025Q4: 63,766 shares 63,766 $14.7M 0.88% -15,155 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,566 shares; 2025Q2: not reported; 2025Q3: 95,414 shares; 2025Q4: 318,459 shares 318,459 $13.8M 0.82% +223,045 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,090 shares; 2024Q4: not reported; 2025Q1: 113,132 shares; 2025Q2: 250,474 shares; 2025Q3: 125,535 shares; 2025Q4: 133,219 shares 133,219 $13.6M 0.81% +7,684 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 254,275 shares 254,275 $13.2M 0.79% new Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,138 shares; 2024Q4: not reported; 2025Q1: 198,727 shares; 2025Q2: 421,028 shares; 2025Q3: 208,118 shares; 2025Q4: 218,841 shares 218,841 $12.9M 0.77% +10,723 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,476 shares; 2024Q4: 147,349 shares; 2025Q1: 365,756 shares; 2025Q2: 632,077 shares; 2025Q3: 341,641 shares; 2025Q4: 255,317 shares 255,317 $11.9M 0.71% -86,324 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,133 shares; 2024Q4: 18,218 shares; 2025Q1: 30,349 shares; 2025Q2: 36,675 shares; 2025Q3: 28,892 shares; 2025Q4: 26,111 shares 26,111 $11.7M 0.7% -2,781 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,945 shares; 2024Q4: 6,373 shares; 2025Q1: 145,767 shares; 2025Q2: 316,877 shares; 2025Q3: 146,745 shares; 2025Q4: 159,611 shares 159,611 $11.4M 0.68% +12,866 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,320 shares; 2024Q4: 6,121 shares; 2025Q1: 16,406 shares; 2025Q2: 27,738 shares; 2025Q3: 22,335 shares; 2025Q4: 17,008 shares 17,008 $11.2M 0.67% -5,327 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,700 shares; 2024Q4: 15,540 shares; 2025Q1: 33,581 shares; 2025Q2: 49,889 shares; 2025Q3: 43,322 shares; 2025Q4: 35,709 shares 35,709 $11.2M 0.67% -7,613 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 8,881 shares; 2025Q1: 39,363 shares; 2025Q2: 465,870 shares; 2025Q3: 301,157 shares; 2025Q4: 342,626 shares 342,626 $11.2M 0.67% +41,469 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,888 shares; 2024Q4: 6,332 shares; 2025Q1: 21,540 shares; 2025Q2: 44,250 shares; 2025Q3: 30,056 shares; 2025Q4: 31,674 shares 31,674 $11M 0.65% +1,618 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,683 shares; 2024Q4: 16,679 shares; 2025Q1: 29,845 shares; 2025Q2: 52,585 shares; 2025Q3: 34,698 shares; 2025Q4: 33,093 shares 33,093 $10.7M 0.64% -1,605 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,324 shares; 2024Q4: not reported; 2025Q1: 144,253 shares; 2025Q2: 626,788 shares; 2025Q3: 366,701 shares; 2025Q4: 411,621 shares 411,621 $10.6M 0.63% +44,920 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,989 shares; 2025Q2: 182,624 shares; 2025Q3: 126,321 shares; 2025Q4: 128,580 shares 128,580 $10.3M 0.61% +2,259 Timeline JHMD 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,943 shares; 2025Q2: 213,746 shares; 2025Q3: 166,192 shares; 2025Q4: 240,543 shares 240,543 $9.99M 0.6% +74,351 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,294 shares; 2024Q4: 16,333 shares; 2025Q1: 31,439 shares; 2025Q2: 48,118 shares; 2025Q3: 31,809 shares; 2025Q4: 29,472 shares 29,472 $9.25M 0.55% -2,337 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,026 shares; 2025Q1: 3,617 shares; 2025Q2: 17,485 shares; 2025Q3: 9,382 shares; 2025Q4: 10,652 shares 10,652 $9.19M 0.55% +1,270 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,882 shares; 2024Q4: 106,531 shares; 2025Q1: 116,301 shares; 2025Q2: 355,921 shares; 2025Q3: 247,129 shares; 2025Q4: 206,296 shares 206,296 $9.16M 0.55% -40,833 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,649 shares; 2024Q4: 11,934 shares; 2025Q1: 98,954 shares; 2025Q2: 183,593 shares; 2025Q3: 93,990 shares; 2025Q4: 98,409 shares 98,409 $9.04M 0.54% +4,419 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,085 shares; 2025Q2: 431,012 shares; 2025Q3: 244,361 shares; 2025Q4: 256,224 shares 256,224 $8.78M 0.52% +11,863 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,418 shares; 2024Q4: 1,754 shares; 2025Q1: 40,802 shares; 2025Q2: 73,990 shares; 2025Q3: 52,309 shares; 2025Q4: 61,000 shares 61,000 $8.75M 0.52% +8,691 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,158 shares; 2024Q4: 96,455 shares; 2025Q1: 114,807 shares; 2025Q2: 122,195 shares; 2025Q3: 108,245 shares; 2025Q4: 103,979 shares 103,979 $8.58M 0.51% -4,266 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,277 shares; 2024Q4: not reported; 2025Q1: 117,062 shares; 2025Q2: 202,770 shares; 2025Q3: 286,982 shares; 2025Q4: 299,418 shares 299,418 $8.46M 0.5% +12,436 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,428 shares; 2024Q4: 13,023 shares; 2025Q1: 99,802 shares; 2025Q2: 171,330 shares; 2025Q3: 89,752 shares; 2025Q4: 78,413 shares 78,413 $8.4M 0.5% -11,339 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,635 shares; 2024Q4: 6,895 shares; 2025Q1: 180,257 shares; 2025Q2: 287,994 shares; 2025Q3: 144,073 shares; 2025Q4: 139,744 shares 139,744 $8.37M 0.5% -4,329 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,830 shares; 2024Q4: not reported; 2025Q1: 21,848 shares; 2025Q2: 47,842 shares; 2025Q3: 25,118 shares; 2025Q4: 39,429 shares 39,429 $8.36M 0.5% +14,311 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,699 shares; 2024Q4: not reported; 2025Q1: 64,946 shares; 2025Q2: 113,773 shares; 2025Q3: 59,117 shares; 2025Q4: 66,076 shares 66,076 $8.14M 0.49% +6,959 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,064 shares; 2024Q4: 14,709 shares; 2025Q1: 110,582 shares; 2025Q2: 21,693 shares; 2025Q3: 87,197 shares; 2025Q4: 88,422 shares 88,422 $8.08M 0.48% +1,225 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,484 shares; 2024Q4: not reported; 2025Q1: 100,440 shares; 2025Q2: 210,234 shares; 2025Q3: 115,063 shares; 2025Q4: 131,072 shares 131,072 $7.97M 0.48% +16,009 Timeline WLTG ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,295 shares; 2025Q1: 212,684 shares; 2025Q2: 222,447 shares; 2025Q3: 204,927 shares; 2025Q4: 223,797 shares 223,797 $7.79M 0.46% +18,870 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 2,539 shares; 2025Q1: 5,456 shares; 2025Q2: 12,288 shares; 2025Q3: 7,822 shares; 2025Q4: 7,243 shares 7,243 $7.78M 0.46% -579 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,978 shares; 2024Q4: 5,877 shares; 2025Q1: 106,157 shares; 2025Q2: 179,816 shares; 2025Q3: 125,968 shares; 2025Q4: 150,342 shares 150,342 $7.78M 0.46% +24,374 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,439 shares; 2024Q4: 5,467 shares; 2025Q1: 20,043 shares; 2025Q2: 55,251 shares; 2025Q3: 30,212 shares; 2025Q4: 31,512 shares 31,512 $7.2M 0.43% +1,300 Timeline AGEM ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186,002 shares 186,002 $7.14M 0.43% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,582 shares; 2024Q4: 8,365 shares; 2025Q1: 18,575 shares; 2025Q2: 36,728 shares; 2025Q3: 22,009 shares; 2025Q4: 20,043 shares 20,043 $7.03M 0.42% -1,966 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,520 shares; 2024Q4: 15,775 shares; 2025Q1: 56,556 shares; 2025Q2: 103,844 shares; 2025Q3: 50,640 shares; 2025Q4: 47,955 shares 47,955 $6.87M 0.41% -2,685 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,196 shares; 2024Q4: 2,244 shares; 2025Q1: 6,280 shares; 2025Q2: 35,181 shares; 2025Q3: 33,018 shares; 2025Q4: 31,974 shares 31,974 $6.85M 0.41% -1,044 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,208 shares; 2024Q4: not reported; 2025Q1: 65,400 shares; 2025Q2: 138,948 shares; 2025Q3: 68,948 shares; 2025Q4: 72,376 shares 72,376 $6.8M 0.41% +3,428 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,964 shares; 2024Q4: 5,638 shares; 2025Q1: 7,783 shares; 2025Q2: 17,500 shares; 2025Q3: 10,136 shares; 2025Q4: 10,918 shares 10,918 $6.71M 0.4% +782 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,454 shares; 2024Q4: 10,354 shares; 2025Q1: 28,507 shares; 2025Q2: 55,845 shares; 2025Q3: 30,689 shares; 2025Q4: 30,424 shares 30,424 $6.3M 0.38% -265 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,203 shares; 2024Q4: not reported; 2025Q1: 376,219 shares; 2025Q2: 64,636 shares; 2025Q3: 297,723 shares; 2025Q4: 299,155 shares 299,155 $6.28M 0.37% +1,432 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,026 shares; 2024Q4: 12,669 shares; 2025Q1: 56,775 shares; 2025Q2: 103,810 shares; 2025Q3: 58,243 shares; 2025Q4: 56,123 shares 56,123 $6.25M 0.37% -2,120 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,908 shares; 2024Q4: 3,872 shares; 2025Q1: 66,707 shares; 2025Q2: 125,864 shares; 2025Q3: 48,548 shares; 2025Q4: 54,444 shares 54,444 $6.2M 0.37% +5,896 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215,223 shares; 2025Q4: 227,302 shares 227,302 $6.12M 0.36% +12,079 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,430 shares; 2025Q2: 165,040 shares; 2025Q3: 82,149 shares; 2025Q4: 86,663 shares 86,663 $6.05M 0.36% +4,514 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,050 shares; 2024Q4: 10,955 shares; 2025Q1: 9,322 shares; 2025Q2: 18,591 shares; 2025Q3: 12,932 shares; 2025Q4: 12,035 shares 12,035 $6.05M 0.36% -897 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,983 shares; 2024Q4: 14,318 shares; 2025Q1: 37,451 shares; 2025Q2: 70,676 shares; 2025Q3: 51,391 shares; 2025Q4: 45,111 shares 45,111 $5.43M 0.32% -6,280 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,852 shares; 2024Q4: 5,568 shares; 2025Q1: 117,016 shares; 2025Q2: 234,898 shares; 2025Q3: 116,756 shares; 2025Q4: 115,554 shares 115,554 $5.38M 0.32% -1,202 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,828 shares; 2024Q4: 18,029 shares; 2025Q1: 67,469 shares; 2025Q2: 139,514 shares; 2025Q3: 84,085 shares; 2025Q4: 90,423 shares 90,423 $5.31M 0.32% +6,338 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,314 shares; 2025Q3: 30,163 shares; 2025Q4: 30,989 shares 30,989 $5.3M 0.32% +826 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,365 shares; 2024Q4: 3,947 shares; 2025Q1: 12,518 shares; 2025Q2: 23,099 shares; 2025Q3: 14,106 shares; 2025Q4: 15,018 shares 15,018 $5.17M 0.31% +912 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,352 shares; 2024Q4: 1,915 shares; 2025Q1: 33,363 shares; 2025Q2: 73,514 shares; 2025Q3: 39,157 shares; 2025Q4: 36,462 shares 36,462 $5.14M 0.31% -2,695 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 1,967 shares; 2025Q1: 3,675 shares; 2025Q2: 7,307 shares; 2025Q3: 5,412 shares; 2025Q4: 54,520 shares 54,520 $5.11M 0.3% +49,108 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,506 shares; 2024Q4: 6,739 shares; 2025Q1: 121,121 shares; 2025Q2: 189,343 shares; 2025Q3: 103,094 shares; 2025Q4: 106,780 shares 106,780 $5.03M 0.3% +3,686 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,247 shares; 2024Q4: 19,377 shares; 2025Q1: 51,093 shares; 2025Q2: 102,196 shares; 2025Q3: 69,383 shares; 2025Q4: 53,447 shares 53,447 $4.98M 0.3% -15,936 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,838 shares; 2024Q4: 7,726 shares; 2025Q1: 39,029 shares; 2025Q2: 74,699 shares; 2025Q3: 60,539 shares; 2025Q4: 64,559 shares 64,559 $4.97M 0.3% +4,020 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,487 shares; 2024Q4: 5,600 shares; 2025Q1: 46,130 shares; 2025Q2: 103,113 shares; 2025Q3: 58,867 shares; 2025Q4: 70,850 shares 70,850 $4.95M 0.3% +11,983 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,746 shares; 2024Q4: 6,600 shares; 2025Q1: 25,690 shares; 2025Q2: 49,358 shares; 2025Q3: 38,249 shares; 2025Q4: 25,350 shares 25,350 $4.94M 0.29% -12,899 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,041 shares; 2024Q4: 6,898 shares; 2025Q1: 63,576 shares; 2025Q2: 93,568 shares; 2025Q3: 82,100 shares; 2025Q4: 89,533 shares 89,533 $4.92M 0.29% +7,433 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,392 shares; 2024Q4: not reported; 2025Q1: 97,275 shares; 2025Q2: 207,576 shares; 2025Q3: 105,484 shares; 2025Q4: 111,741 shares 111,741 $4.86M 0.29% +6,257 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,701 shares; 2025Q2: 133,206 shares; 2025Q3: 124,772 shares; 2025Q4: 133,279 shares 133,279 $4.81M 0.29% +8,507 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: not reported; 2025Q1: 4,888 shares; 2025Q2: 14,178 shares; 2025Q3: 13,448 shares; 2025Q4: 13,972 shares 13,972 $4.79M 0.29% +524 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,660 shares; 2024Q4: 36,095 shares; 2025Q1: 7,192 shares; 2025Q2: 127,516 shares; 2025Q3: 85,189 shares; 2025Q4: 101,325 shares 101,325 $4.74M 0.28% +16,136 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,983 shares; 2024Q4: 8,973 shares; 2025Q1: 19,049 shares; 2025Q2: 24,067 shares; 2025Q3: 15,974 shares; 2025Q4: 18,768 shares 18,768 $4.7M 0.28% +2,794 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,055 shares; 2024Q4: not reported; 2025Q1: 30,991 shares; 2025Q2: 143,996 shares; 2025Q3: 57,786 shares; 2025Q4: 62,610 shares 62,610 $4.61M 0.27% +4,824 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,075 shares; 2024Q4: 11,904 shares; 2025Q1: 21,788 shares; 2025Q2: 29,785 shares; 2025Q3: 21,358 shares; 2025Q4: 9,566 shares 9,566 $4.53M 0.27% -11,792 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,861 shares; 2024Q4: 5,246 shares; 2025Q1: 13,816 shares; 2025Q2: 24,197 shares; 2025Q3: 16,205 shares; 2025Q4: 31,307 shares 31,307 $4.51M 0.27% +15,102 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,545 shares; 2024Q4: 46,126 shares; 2025Q1: 50,369 shares; 2025Q2: 48,987 shares; 2025Q3: 40,273 shares; 2025Q4: 37,145 shares 37,145 $4.46M 0.27% -3,128 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,121 shares; 2024Q4: 3,059 shares; 2025Q1: 33,394 shares; 2025Q2: 85,775 shares; 2025Q3: 42,439 shares; 2025Q4: 41,730 shares 41,730 $4.39M 0.26% -709 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,949 shares; 2025Q4: 105,196 shares 105,196 $4.36M 0.26% +2,247 Timeline JHMM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,741 shares; 2025Q2: 69,144 shares; 2025Q3: 47,062 shares; 2025Q4: 66,386 shares 66,386 $4.35M 0.26% +19,324 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,738 shares; 2024Q4: 5,190 shares; 2025Q1: 18,250 shares; 2025Q2: 57,043 shares; 2025Q3: 47,039 shares; 2025Q4: 58,308 shares 58,308 $4.32M 0.26% +11,269 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,238 shares; 2024Q4: not reported; 2025Q1: 33,260 shares; 2025Q2: 88,014 shares; 2025Q3: 44,964 shares; 2025Q4: 41,959 shares 41,959 $4.27M 0.25% -3,005 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,484 shares; 2024Q4: not reported; 2025Q1: 38,895 shares; 2025Q2: 82,498 shares; 2025Q3: 43,477 shares; 2025Q4: 44,588 shares 44,588 $4.25M 0.25% +1,111 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,578 shares; 2025Q2: 137,640 shares; 2025Q3: 68,468 shares; 2025Q4: 72,298 shares 72,298 $4.22M 0.25% +3,830 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,977 shares; 2025Q2: 40,094 shares; 2025Q3: 20,863 shares; 2025Q4: 23,714 shares 23,714 $4.22M 0.25% +2,851 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,985 shares; 2024Q4: 24,263 shares; 2025Q1: 116,297 shares; 2025Q2: 11,549 shares; 2025Q3: 119,730 shares; 2025Q4: 86,463 shares 86,463 $4.15M 0.25% -33,267 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,508 shares; 2024Q4: 10,015 shares; 2025Q1: 2,037 shares; 2025Q2: 13,362 shares; 2025Q3: 11,838 shares; 2025Q4: 13,965 shares 13,965 $4.14M 0.25% +2,127 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,290 shares; 2024Q4: 2,492 shares; 2025Q1: 6,004 shares; 2025Q2: 12,645 shares; 2025Q3: 7,870 shares; 2025Q4: 7,214 shares 7,214 $4.12M 0.25% -656 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,299 shares; 2024Q4: 7,930 shares; 2025Q1: 11,035 shares; 2025Q2: 22,287 shares; 2025Q3: 12,902 shares; 2025Q4: 14,060 shares 14,060 $4.08M 0.24% +1,158 Timeline JHEM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,882 shares; 2025Q2: 119,166 shares; 2025Q3: 86,943 shares; 2025Q4: 124,001 shares 124,001 $4.08M 0.24% +37,058 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,552 shares; 2024Q4: 10,145 shares; 2025Q1: 26,630 shares; 2025Q2: 48,489 shares; 2025Q3: 32,732 shares; 2025Q4: 34,448 shares 34,448 $4.06M 0.24% +1,716 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,053 shares; 2024Q4: not reported; 2025Q1: 37,653 shares; 2025Q2: 91,986 shares; 2025Q3: 44,402 shares; 2025Q4: 58,067 shares 58,067 $3.92M 0.23% +13,665 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,214 shares; 2024Q4: 6,130 shares; 2025Q1: 17,162 shares; 2025Q2: 35,947 shares; 2025Q3: 24,116 shares; 2025Q4: 25,298 shares 25,298 $3.86M 0.23% +1,182 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,304 shares; 2025Q3: 55,267 shares; 2025Q4: 55,907 shares 55,907 $3.78M 0.23% +640 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,888 shares; 2024Q4: 3,623 shares; 2025Q1: 19,579 shares; 2025Q2: 32,667 shares; 2025Q3: 24,099 shares; 2025Q4: 20,167 shares 20,167 $3.7M 0.22% -3,932 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,503 shares; 2024Q4: 10,014 shares; 2025Q1: 44,131 shares; 2025Q2: 77,458 shares; 2025Q3: 33,383 shares; 2025Q4: 18,507 shares 18,507 $3.68M 0.22% -14,876 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,764 shares; 2024Q4: 27,272 shares; 2025Q1: 123,385 shares; 2025Q2: 14,079 shares; 2025Q3: 126,846 shares; 2025Q4: 84,429 shares 84,429 $3.59M 0.21% -42,417 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,583 shares; 2025Q2: not reported; 2025Q3: 23,009 shares; 2025Q4: 82,970 shares 82,970 $3.55M 0.21% +59,961 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,818 shares; 2024Q4: not reported; 2025Q1: 130,839 shares; 2025Q2: 226,492 shares; 2025Q3: 110,334 shares; 2025Q4: 107,381 shares 107,381 $3.55M 0.21% -2,953 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,761 shares; 2024Q4: 4,425 shares; 2025Q1: 72,304 shares; 2025Q2: 87,762 shares; 2025Q3: 51,233 shares; 2025Q4: 64,678 shares 64,678 $3.54M 0.21% +13,445 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,413 shares; 2024Q4: 2,243 shares; 2025Q1: 7,898 shares; 2025Q2: 19,077 shares; 2025Q3: 9,447 shares; 2025Q4: 10,649 shares 10,649 $3.52M 0.21% +1,202 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,290 shares; 2025Q3: 70,136 shares; 2025Q4: 80,249 shares 80,249 $3.49M 0.21% +10,113 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,274 shares; 2024Q4: 2,016 shares; 2025Q1: 6,693 shares; 2025Q2: 16,535 shares; 2025Q3: 10,140 shares; 2025Q4: 11,415 shares 11,415 $3.49M 0.21% +1,275 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,276 shares; 2024Q4: 44,443 shares; 2025Q1: 48,488 shares; 2025Q2: 49,355 shares; 2025Q3: 45,115 shares; 2025Q4: 40,775 shares 40,775 $3.45M 0.21% -4,340 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,655 shares; 2024Q4: 4,206 shares; 2025Q1: 96,352 shares; 2025Q2: 52,080 shares; 2025Q3: 87,365 shares; 2025Q4: 69,272 shares 69,272 $3.44M 0.21% -18,093 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,845 shares; 2024Q4: 3,459 shares; 2025Q1: 64,836 shares; 2025Q2: 42,010 shares; 2025Q3: 32,605 shares; 2025Q4: 34,277 shares 34,277 $3.42M 0.2% +1,672 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,818 shares; 2024Q4: not reported; 2025Q1: 72,449 shares; 2025Q2: 142,898 shares; 2025Q3: 66,782 shares; 2025Q4: 56,811 shares 56,811 $3.4M 0.2% -9,971 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,583 shares; 2024Q4: 69,442 shares; 2025Q1: 83,868 shares; 2025Q2: 100,659 shares; 2025Q3: 81,568 shares; 2025Q4: 98,985 shares 98,985 $3.39M 0.2% +17,417 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,457 shares; 2024Q4: 2,184 shares; 2025Q1: 19,452 shares; 2025Q2: 33,079 shares; 2025Q3: 18,724 shares; 2025Q4: 15,990 shares 15,990 $3.36M 0.2% -2,734 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,140 shares; 2024Q4: 15,353 shares; 2025Q1: 9,304 shares; 2025Q2: 11,091 shares; 2025Q3: 7,733 shares; 2025Q4: 4,846 shares 4,846 $3.3M 0.2% -2,887 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,476 shares; 2024Q4: not reported; 2025Q1: 70,329 shares; 2025Q2: 118,316 shares; 2025Q3: 56,905 shares; 2025Q4: 55,193 shares 55,193 $3.29M 0.2% -1,712 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,600 shares; 2025Q1: 86,186 shares; 2025Q2: 93,263 shares; 2025Q3: 94,331 shares; 2025Q4: 85,730 shares 85,730 $3.29M 0.2% -8,601 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,731 shares; 2024Q4: not reported; 2025Q1: 42,294 shares; 2025Q2: 83,680 shares; 2025Q3: 34,701 shares; 2025Q4: 75,256 shares 75,256 $3.28M 0.2% +40,555 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,198 shares; 2024Q4: not reported; 2025Q1: 47,152 shares; 2025Q2: 57,476 shares; 2025Q3: 53,413 shares; 2025Q4: 56,941 shares 56,941 $3.23M 0.19% +3,528 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 4,254 shares; 2025Q1: 16,787 shares; 2025Q2: 7,576 shares; 2025Q3: 13,163 shares; 2025Q4: 16,313 shares 16,313 $3.12M 0.19% +3,150 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,864 shares; 2024Q4: not reported; 2025Q1: 50,370 shares; 2025Q2: 111,508 shares; 2025Q3: 56,361 shares; 2025Q4: 57,910 shares 57,910 $3.06M 0.18% +1,549 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,166 shares; 2024Q4: 4,860 shares; 2025Q1: 17,138 shares; 2025Q2: 32,996 shares; 2025Q3: 22,783 shares; 2025Q4: 26,327 shares 26,327 $3M 0.18% +3,544 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,001 shares; 2025Q1: 51,187 shares; 2025Q2: 126,205 shares; 2025Q3: 53,018 shares; 2025Q4: 59,198 shares 59,198 $2.98M 0.18% +6,180 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,454 shares; 2024Q4: not reported; 2025Q1: 36,975 shares; 2025Q2: 95,631 shares; 2025Q3: 66,847 shares; 2025Q4: 72,923 shares 72,923 $2.97M 0.18% +6,076 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,232 shares; 2025Q2: not reported; 2025Q3: 62,795 shares; 2025Q4: 77,296 shares 77,296 $2.94M 0.18% +14,501 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,911 shares; 2024Q4: 35,454 shares; 2025Q1: 56,477 shares; 2025Q2: 76,868 shares; 2025Q3: 68,933 shares; 2025Q4: 36,011 shares 36,011 $2.92M 0.17% -32,922 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: not reported; 2025Q1: 58,923 shares; 2025Q2: 119,580 shares; 2025Q3: 115,859 shares; 2025Q4: 121,020 shares 121,020 $2.91M 0.17% +5,161 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,538 shares; 2025Q2: 54,442 shares; 2025Q3: 43,942 shares; 2025Q4: 62,803 shares 62,803 $2.89M 0.17% +18,861 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,807 shares; 2024Q4: not reported; 2025Q1: 18,227 shares; 2025Q2: 36,788 shares; 2025Q3: 28,569 shares; 2025Q4: 29,024 shares 29,024 $2.89M 0.17% +455 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,659 shares; 2024Q4: 8,241 shares; 2025Q1: 27,264 shares; 2025Q2: 16,087 shares; 2025Q3: 24,385 shares; 2025Q4: 17,909 shares 17,909 $2.88M 0.17% -6,476 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,377 shares; 2025Q2: 80,688 shares; 2025Q3: 39,662 shares; 2025Q4: 37,086 shares 37,086 $2.87M 0.17% -2,576 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,823 shares; 2024Q4: 11,977 shares; 2025Q1: 43,097 shares; 2025Q2: 17,993 shares; 2025Q3: 41,402 shares; 2025Q4: 45,649 shares 45,649 $2.85M 0.17% +4,247 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,555 shares; 2025Q2: 99,854 shares; 2025Q3: 49,120 shares; 2025Q4: 45,572 shares 45,572 $2.82M 0.17% -3,548 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,156 shares; 2025Q3: 64,489 shares; 2025Q4: 73,057 shares 73,057 $2.82M 0.17% +8,568 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,152 shares; 2025Q3: 70,523 shares; 2025Q4: 84,334 shares 84,334 $2.81M 0.17% +13,811 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,630 shares; 2024Q4: 4,427 shares; 2025Q1: 7,567 shares; 2025Q2: 10,272 shares; 2025Q3: 10,322 shares; 2025Q4: 8,186 shares 8,186 $2.74M 0.16% -2,136 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,614 shares; 2024Q4: 22,128 shares; 2025Q1: 18,832 shares; 2025Q2: 35,441 shares; 2025Q3: 27,679 shares; 2025Q4: 25,413 shares 25,413 $2.71M 0.16% -2,266 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,244 shares; 2024Q4: not reported; 2025Q1: 108,195 shares; 2025Q2: 194,428 shares; 2025Q3: 76,622 shares; 2025Q4: 78,481 shares 78,481 $2.7M 0.16% +1,859 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,973 shares; 2025Q2: 165,764 shares; 2025Q3: 92,672 shares; 2025Q4: 101,408 shares 101,408 $2.68M 0.16% +8,736 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,327 shares; 2025Q2: not reported; 2025Q3: 46,657 shares; 2025Q4: 53,044 shares 53,044 $2.67M 0.16% +6,387 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,844 shares; 2024Q4: 6,844 shares; 2025Q1: 6,844 shares; 2025Q2: 65,322 shares; 2025Q3: 36,951 shares; 2025Q4: 45,887 shares 45,887 $2.66M 0.16% +8,936 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,275 shares; 2024Q4: not reported; 2025Q1: 9,141 shares; 2025Q2: 24,216 shares; 2025Q3: 105,038 shares; 2025Q4: 111,934 shares 111,934 $2.62M 0.16% +6,896 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 1,917 shares; 2025Q1: 6,114 shares; 2025Q2: 3,474 shares; 2025Q3: 3,776 shares; 2025Q4: 5,238 shares 5,238 $2.56M 0.15% +1,462 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 308,346 shares; 2025Q2: not reported; 2025Q3: 203,948 shares; 2025Q4: 234,902 shares 234,902 $2.52M 0.15% +30,954 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,267 shares; 2024Q4: not reported; 2025Q1: 82,383 shares; 2025Q2: 157,248 shares; 2025Q3: 65,761 shares; 2025Q4: 65,800 shares 65,800 $2.5M 0.15% +39 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 5,267 shares; 2025Q1: 20,071 shares; 2025Q2: 10,929 shares; 2025Q3: 26,032 shares; 2025Q4: 25,694 shares 25,694 $2.5M 0.15% -338 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,412 shares; 2025Q3: 46,645 shares; 2025Q4: 49,572 shares 49,572 $2.48M 0.15% +2,927 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,492 shares; 2025Q3: 29,172 shares; 2025Q4: 28,604 shares 28,604 $2.44M 0.15% -568 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,149 shares; 2024Q4: 23,100 shares; 2025Q1: 58,268 shares; 2025Q2: 39,541 shares; 2025Q3: 48,498 shares; 2025Q4: 42,105 shares 42,105 $2.43M 0.14% -6,393 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,736 shares; 2024Q4: 43,683 shares; 2025Q1: 101,050 shares; 2025Q2: 125,255 shares; 2025Q3: 139,457 shares; 2025Q4: 58,772 shares 58,772 $2.43M 0.14% -80,685 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,378 shares; 2024Q4: 7,186 shares; 2025Q1: 29,059 shares; 2025Q2: 41,399 shares; 2025Q3: 19,871 shares; 2025Q4: 16,841 shares 16,841 $2.42M 0.14% -3,030 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,949 shares; 2024Q4: not reported; 2025Q1: 36,349 shares; 2025Q2: 81,586 shares; 2025Q3: 57,408 shares; 2025Q4: 61,117 shares 61,117 $2.41M 0.14% +3,709 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 229,303 shares; 2025Q2: 20,708 shares; 2025Q3: 129,184 shares; 2025Q4: 91,527 shares 91,527 $2.4M 0.14% -37,657 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,550 shares; 2024Q4: not reported; 2025Q1: 166,556 shares; 2025Q2: 78,672 shares; 2025Q3: 31,953 shares; 2025Q4: 50,368 shares 50,368 $2.39M 0.14% +18,415 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,463 shares; 2025Q4: 106,983 shares 106,983 $2.38M 0.14% +5,520 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,887 shares; 2024Q4: 3,209 shares; 2025Q1: 4,842 shares; 2025Q2: 14,685 shares; 2025Q3: 12,920 shares; 2025Q4: 10,769 shares 10,769 $2.37M 0.14% -2,151 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,317 shares; 2025Q2: not reported; 2025Q3: 79,116 shares; 2025Q4: 44,660 shares 44,660 $2.35M 0.14% -34,456 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,632 shares; 2024Q4: 8,252 shares; 2025Q1: 17,758 shares; 2025Q2: 32,226 shares; 2025Q3: 16,552 shares; 2025Q4: 18,448 shares 18,448 $2.31M 0.14% +1,896 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,860 shares; 2024Q4: 12,357 shares; 2025Q1: 30,335 shares; 2025Q2: 49,653 shares; 2025Q3: 22,849 shares; 2025Q4: 23,946 shares 23,946 $2.3M 0.14% +1,097 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,230 shares; 2024Q4: 9,497 shares; 2025Q1: 18,369 shares; 2025Q2: 34,188 shares; 2025Q3: 22,355 shares; 2025Q4: 23,862 shares 23,862 $2.3M 0.14% +1,507 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,098 shares; 2024Q4: 11,169 shares; 2025Q1: 14,370 shares; 2025Q2: 10,251 shares; 2025Q3: 16,233 shares; 2025Q4: 15,885 shares 15,885 $2.28M 0.14% -348 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 2,193 shares; 2025Q1: 6,028 shares; 2025Q2: 2,962 shares; 2025Q3: 6,668 shares; 2025Q4: 8,809 shares 8,809 $2.27M 0.14% +2,141 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,502 shares; 2024Q4: 14,653 shares; 2025Q1: 17,866 shares; 2025Q2: 48,111 shares; 2025Q3: 19,923 shares; 2025Q4: 19,708 shares 19,708 $2.26M 0.13% -215 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,963 shares; 2024Q4: not reported; 2025Q1: 17,574 shares; 2025Q2: 53,577 shares; 2025Q3: 26,203 shares; 2025Q4: 31,785 shares 31,785 $2.26M 0.13% +5,582 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87,647 shares; 2025Q2: not reported; 2025Q3: 93,470 shares; 2025Q4: 80,151 shares 80,151 $2.25M 0.13% -13,319 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,089 shares; 2025Q2: not reported; 2025Q3: 7,281 shares; 2025Q4: 6,956 shares 6,956 $2.19M 0.13% -325 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,199 shares; 2025Q1: 4,646 shares; 2025Q2: 4,826 shares; 2025Q3: 4,589 shares; 2025Q4: 3,815 shares 3,815 $2.19M 0.13% -774 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,090 shares; 2024Q4: 3,066 shares; 2025Q1: 20,763 shares; 2025Q2: 39,718 shares; 2025Q3: 13,196 shares; 2025Q4: 15,932 shares 15,932 $2.18M 0.13% +2,736 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,995 shares; 2024Q4: not reported; 2025Q1: 67,474 shares; 2025Q2: not reported; 2025Q3: 38,829 shares; 2025Q4: 66,300 shares 66,300 $2.17M 0.13% +27,471 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,456 shares; 2025Q3: 15,139 shares; 2025Q4: 49,089 shares 49,089 $2.1M 0.12% +33,950 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112,686 shares; 2025Q2: not reported; 2025Q3: 86,214 shares; 2025Q4: 103,725 shares 103,725 $2.06M 0.12% +17,511 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,961 shares; 2025Q1: not reported; 2025Q2: 56,260 shares; 2025Q3: 37,715 shares; 2025Q4: 43,775 shares 43,775 $2.05M 0.12% +6,060 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,535 shares; 2024Q4: 15,076 shares; 2025Q1: 40,292 shares; 2025Q2: 14,471 shares; 2025Q3: 35,400 shares; 2025Q4: 25,343 shares 25,343 $2.04M 0.12% -10,057 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,389 shares; 2025Q2: not reported; 2025Q3: 10,861 shares; 2025Q4: 12,175 shares 12,175 $2.03M 0.12% +1,314 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107,164 shares; 2025Q2: not reported; 2025Q3: 68,081 shares; 2025Q4: 89,094 shares 89,094 $1.99M 0.12% +21,013 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,005 shares; 2025Q4: 77,425 shares 77,425 $1.97M 0.12% -2,580 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,214 shares; 2024Q4: not reported; 2025Q1: 2,283 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,083 shares 13,083 $1.95M 0.12% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,279 shares; 2024Q4: not reported; 2025Q1: 74,481 shares; 2025Q2: 133,136 shares; 2025Q3: 69,830 shares; 2025Q4: 70,935 shares 70,935 $1.94M 0.12% +1,105 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,797 shares; 2025Q2: not reported; 2025Q3: 10,776 shares; 2025Q4: 8,284 shares 8,284 $1.9M 0.11% -2,492 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 3,687 shares; 2025Q1: 7,357 shares; 2025Q2: 12,654 shares; 2025Q3: 10,170 shares; 2025Q4: 8,731 shares 8,731 $1.9M 0.11% -1,439 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,282 shares; 2024Q4: 1,503 shares; 2025Q1: 5,108 shares; 2025Q2: 8,965 shares; 2025Q3: 4,178 shares; 2025Q4: 3,900 shares 3,900 $1.89M 0.11% -278 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,600 shares; 2024Q4: 28,619 shares; 2025Q1: 39,467 shares; 2025Q2: 39,290 shares; 2025Q3: 42,824 shares; 2025Q4: 20,632 shares 20,632 $1.85M 0.11% -22,192 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,223 shares; 2025Q3: 37,539 shares; 2025Q4: 38,243 shares 38,243 $1.83M 0.11% +704 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,794 shares; 2025Q2: 6,548 shares; 2025Q3: 18,377 shares; 2025Q4: 16,093 shares 16,093 $1.82M 0.11% -2,284 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,124 shares; 2025Q1: 2,452 shares; 2025Q2: 2,572 shares; 2025Q3: 1,945 shares; 2025Q4: 2,065 shares 2,065 $1.81M 0.11% +120 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,096 shares; 2024Q4: not reported; 2025Q1: 13,605 shares; 2025Q2: 29,208 shares; 2025Q3: 11,873 shares; 2025Q4: 11,678 shares 11,678 $1.81M 0.11% -195 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,678 shares; 2024Q4: 2,678 shares; 2025Q1: 6,666 shares; 2025Q2: 5,192 shares; 2025Q3: 6,641 shares; 2025Q4: 3,971 shares 3,971 $1.77M 0.11% -2,670 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,689 shares; 2024Q4: not reported; 2025Q1: 30,234 shares; 2025Q2: 51,870 shares; 2025Q3: 25,624 shares; 2025Q4: 31,637 shares 31,637 $1.77M 0.11% +6,013 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,750 shares; 2025Q2: not reported; 2025Q3: 58,834 shares; 2025Q4: 49,491 shares 49,491 $1.72M 0.1% -9,343 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,867 shares; 2025Q2: not reported; 2025Q3: 29,018 shares; 2025Q4: 22,930 shares 22,930 $1.71M 0.1% -6,088 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,357 shares; 2025Q4: 52,521 shares 52,521 $1.7M 0.1% -5,836 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,667 shares; 2024Q4: 3,634 shares; 2025Q1: 9,131 shares; 2025Q2: 9,835 shares; 2025Q3: 6,083 shares; 2025Q4: 6,596 shares 6,596 $1.7M 0.1% +513 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,138 shares; 2024Q4: not reported; 2025Q1: 20,414 shares; 2025Q2: 40,214 shares; 2025Q3: 18,330 shares; 2025Q4: 17,630 shares 17,630 $1.68M 0.1% -700 Timeline JHCB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,499 shares; 2025Q2: 69,082 shares; 2025Q3: 51,508 shares; 2025Q4: 78,047 shares 78,047 $1.68M 0.1% +26,539 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 2,610 shares; 2025Q1: 7,900 shares; 2025Q2: 15,946 shares; 2025Q3: 8,120 shares; 2025Q4: 7,253 shares 7,253 $1.68M 0.1% -867 Timeline JHSC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,428 shares; 2025Q2: 46,108 shares; 2025Q3: 27,965 shares; 2025Q4: 39,574 shares 39,574 $1.66M 0.1% +11,609 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,713 shares; 2024Q4: not reported; 2025Q1: 25,769 shares; 2025Q2: 86,208 shares; 2025Q3: 68,810 shares; 2025Q4: 62,004 shares 62,004 $1.63M 0.1% -6,806 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 2,482 shares; 2025Q1: 4,015 shares; 2025Q2: 8,025 shares; 2025Q3: 5,046 shares; 2025Q4: 5,353 shares 5,353 $1.63M 0.1% +307 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,676 shares; 2024Q4: 4,410 shares; 2025Q1: 22,027 shares; 2025Q2: 39,097 shares; 2025Q3: 21,598 shares; 2025Q4: 16,926 shares 16,926 $1.63M 0.1% -4,672 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,974 shares; 2025Q2: not reported; 2025Q3: 52,603 shares; 2025Q4: 29,449 shares 29,449 $1.6M 0.1% -23,154 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,221 shares; 2024Q4: 4,340 shares; 2025Q1: 3,968 shares; 2025Q2: 13,650 shares; 2025Q3: 9,825 shares; 2025Q4: 9,867 shares 9,867 $1.58M 0.09% +42 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,061 shares; 2024Q4: 15,545 shares; 2025Q1: 40,674 shares; 2025Q2: 114,091 shares; 2025Q3: 75,861 shares; 2025Q4: 63,573 shares 63,573 $1.58M 0.09% -12,288 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,084 shares; 2025Q2: not reported; 2025Q3: 69,433 shares; 2025Q4: 89,157 shares 89,157 $1.58M 0.09% +19,724 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: 1,645 shares; 2025Q1: 8,298 shares; 2025Q2: 17,409 shares; 2025Q3: 6,945 shares; 2025Q4: 5,878 shares 5,878 $1.58M 0.09% -1,067 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,136 shares; 2025Q1: 10,335 shares; 2025Q2: 1,418 shares; 2025Q3: 8,288 shares; 2025Q4: 6,943 shares 6,943 $1.57M 0.09% -1,345 Timeline KHYB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,857 shares; 2025Q2: not reported; 2025Q3: 56,452 shares; 2025Q4: 63,747 shares 63,747 $1.56M 0.09% +7,295 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,259 shares; 2024Q4: 33,377 shares; 2025Q1: 147,184 shares; 2025Q2: 113,079 shares; 2025Q3: 94,483 shares; 2025Q4: 56,797 shares 56,797 $1.56M 0.09% -37,686 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,175 shares; 2024Q4: 17,711 shares; 2025Q1: 47,908 shares; 2025Q2: 115,670 shares; 2025Q3: 62,284 shares; 2025Q4: 67,554 shares 67,554 $1.56M 0.09% +5,270 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,272 shares; 2024Q4: 3,123 shares; 2025Q1: 9,144 shares; 2025Q2: 11,171 shares; 2025Q3: 9,143 shares; 2025Q4: 3,918 shares 3,918 $1.55M 0.09% -5,225 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,175 shares; 2025Q2: 19,498 shares; 2025Q3: 19,501 shares; 2025Q4: 40,619 shares 40,619 $1.55M 0.09% +21,118 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,728 shares; 2025Q2: 3,055 shares; 2025Q3: 3,013 shares; 2025Q4: 4,513 shares 4,513 $1.52M 0.09% +1,500 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,312 shares; 2025Q3: 30,394 shares; 2025Q4: 36,902 shares 36,902 $1.51M 0.09% +6,508 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,719 shares; 2024Q4: 7,602 shares; 2025Q1: 7,598 shares; 2025Q2: 7,598 shares; 2025Q3: 24,329 shares; 2025Q4: 23,362 shares 23,362 $1.51M 0.09% -967 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,237 shares; 2025Q2: not reported; 2025Q3: 11,460 shares; 2025Q4: 36,298 shares 36,298 $1.51M 0.09% +24,838 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 2,135 shares; 2025Q3: 3,285 shares; 2025Q4: 1,972 shares 1,972 $1.49M 0.09% -1,313 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 3,323 shares; 2025Q1: 3,323 shares; 2025Q2: 16,291 shares; 2025Q3: 10,064 shares; 2025Q4: 10,639 shares 10,639 $1.48M 0.09% +575 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,960 shares; 2024Q4: 19,421 shares; 2025Q1: 12,043 shares; 2025Q2: 23,320 shares; 2025Q3: 14,071 shares; 2025Q4: 7,645 shares 7,645 $1.46M 0.09% -6,426 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,976 shares; 2024Q4: 17,801 shares; 2025Q1: 27,763 shares; 2025Q2: 33,293 shares; 2025Q3: 71,746 shares; 2025Q4: 58,522 shares 58,522 $1.46M 0.09% -13,224 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,120 shares; 2024Q4: not reported; 2025Q1: 14,660 shares; 2025Q2: 25,100 shares; 2025Q3: 16,043 shares; 2025Q4: 18,306 shares 18,306 $1.46M 0.09% +2,263 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,120 shares; 2024Q4: 6,310 shares; 2025Q1: 10,484 shares; 2025Q2: 16,250 shares; 2025Q3: 10,615 shares; 2025Q4: 6,002 shares 6,002 $1.45M 0.09% -4,613 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: not reported; 2025Q1: 1,252 shares; 2025Q2: 5,138 shares; 2025Q3: 3,443 shares; 2025Q4: 4,411 shares 4,411 $1.44M 0.09% +968 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,647 shares; 2024Q4: 3,055 shares; 2025Q1: 15,064 shares; 2025Q2: 30,534 shares; 2025Q3: 13,503 shares; 2025Q4: 18,233 shares 18,233 $1.44M 0.09% +4,730 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,953 shares; 2024Q4: not reported; 2025Q1: 6,403 shares; 2025Q2: 8,890 shares; 2025Q3: 6,211 shares; 2025Q4: 6,420 shares 6,420 $1.43M 0.09% +209 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,879 shares; 2024Q4: not reported; 2025Q1: 12,161 shares; 2025Q2: 24,306 shares; 2025Q3: 15,496 shares; 2025Q4: 18,228 shares 18,228 $1.42M 0.08% +2,732 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,195 shares; 2024Q4: 12,200 shares; 2025Q1: 12,536 shares; 2025Q2: 13,785 shares; 2025Q3: 14,220 shares; 2025Q4: 14,636 shares 14,636 $1.41M 0.08% +416 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,693 shares; 2024Q4: not reported; 2025Q1: 37,797 shares; 2025Q2: 90,596 shares; 2025Q3: 47,104 shares; 2025Q4: 47,863 shares 47,863 $1.4M 0.08% +759 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,550 shares; 2024Q4: 10,886 shares; 2025Q1: 34,162 shares; 2025Q2: 101,364 shares; 2025Q3: 46,967 shares; 2025Q4: 48,533 shares 48,533 $1.4M 0.08% +1,566 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,235 shares; 2024Q4: 3,800 shares; 2025Q1: 9,097 shares; 2025Q2: 11,211 shares; 2025Q3: 16,822 shares; 2025Q4: 5,684 shares 5,684 $1.4M 0.08% -11,138 Timeline JHHY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,358 shares; 2025Q2: 46,408 shares; 2025Q3: 35,971 shares; 2025Q4: 54,140 shares 54,140 $1.4M 0.08% +18,169 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,609 shares; 2025Q4: 27,615 shares 27,615 $1.39M 0.08% +3,006 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,806 shares; 2024Q4: 13,193 shares; 2025Q1: not reported; 2025Q2: 37,766 shares; 2025Q3: 25,206 shares; 2025Q4: 30,291 shares 30,291 $1.36M 0.08% +5,085 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: not reported; 2025Q1: 2,422 shares; 2025Q2: 7,708 shares; 2025Q3: 4,642 shares; 2025Q4: 5,234 shares 5,234 $1.35M 0.08% +592 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,979 shares; 2024Q4: 33,324 shares; 2025Q1: 24,188 shares; 2025Q2: 27,008 shares; 2025Q3: 25,188 shares; 2025Q4: 24,886 shares 24,886 $1.34M 0.08% -302 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: not reported; 2025Q1: 2,770 shares; 2025Q2: 6,596 shares; 2025Q3: 5,362 shares; 2025Q4: 4,273 shares 4,273 $1.32M 0.08% -1,089 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,981 shares; 2024Q4: not reported; 2025Q1: 35,295 shares; 2025Q2: 68,644 shares; 2025Q3: 34,435 shares; 2025Q4: 34,498 shares 34,498 $1.31M 0.08% +63 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,443 shares; 2024Q4: not reported; 2025Q1: 33,420 shares; 2025Q2: 72,844 shares; 2025Q3: 22,974 shares; 2025Q4: 14,626 shares 14,626 $1.3M 0.08% -8,348 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,438 shares; 2024Q4: 17,791 shares; 2025Q1: 15,149 shares; 2025Q2: 23,380 shares; 2025Q3: 14,467 shares; 2025Q4: 12,912 shares 12,912 $1.3M 0.08% -1,555 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,660 shares; 2025Q1: 93,006 shares; 2025Q2: 74,278 shares; 2025Q3: 23,625 shares; 2025Q4: 27,563 shares 27,563 $1.26M 0.08% +3,938 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,159 shares; 2024Q4: not reported; 2025Q1: 24,542 shares; 2025Q2: 58,368 shares; 2025Q3: 18,604 shares; 2025Q4: 26,595 shares 26,595 $1.25M 0.07% +7,991 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,722 shares; 2025Q3: 10,890 shares; 2025Q4: 12,449 shares 12,449 $1.24M 0.07% +1,559 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,529 shares; 2024Q4: not reported; 2025Q1: 6,507 shares; 2025Q2: 14,330 shares; 2025Q3: 7,055 shares; 2025Q4: 7,022 shares 7,022 $1.22M 0.07% -33 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,318 shares 15,318 $1.21M 0.07% new Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,226 shares 39,226 $1.18M 0.07% new Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,232 shares; 2024Q4: not reported; 2025Q1: 40,437 shares; 2025Q2: 96,386 shares; 2025Q3: 29,784 shares; 2025Q4: 43,673 shares 43,673 $1.18M 0.07% +13,889 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168,119 shares; 2025Q2: not reported; 2025Q3: 96,611 shares; 2025Q4: 112,525 shares 112,525 $1.18M 0.07% +15,914 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,519 shares; 2024Q4: not reported; 2025Q1: 212,762 shares; 2025Q2: 98,192 shares; 2025Q3: 38,771 shares; 2025Q4: 42,819 shares 42,819 $1.18M 0.07% +4,048 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,981 shares; 2024Q4: not reported; 2025Q1: 28,355 shares; 2025Q2: 20,648 shares; 2025Q3: 21,694 shares; 2025Q4: 13,552 shares 13,552 $1.16M 0.07% -8,142 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,771 shares; 2024Q4: 29,180 shares; 2025Q1: 14,380 shares; 2025Q2: 13,258 shares; 2025Q3: 16,344 shares; 2025Q4: 14,212 shares 14,212 $1.16M 0.07% -2,132 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: not reported; 2025Q1: 5,804 shares; 2025Q2: 12,737 shares; 2025Q3: 5,014 shares; 2025Q4: 5,266 shares 5,266 $1.16M 0.07% +252 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,939 shares; 2025Q4: 48,869 shares 48,869 $1.16M 0.07% +14,930 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,276 shares; 2024Q4: 4,056 shares; 2025Q1: 27,565 shares; 2025Q2: 38,996 shares; 2025Q3: 20,288 shares; 2025Q4: 15,564 shares 15,564 $1.15M 0.07% -4,724 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,818 shares 12,818 $1.15M 0.07% new Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,928 shares; 2024Q4: not reported; 2025Q1: 13,085 shares; 2025Q2: 70,122 shares; 2025Q3: 40,523 shares; 2025Q4: 44,772 shares 44,772 $1.14M 0.07% +4,249 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,838 shares; 2025Q4: 27,111 shares 27,111 $1.1M 0.07% -6,727 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,457 shares; 2025Q4: 43,882 shares 43,882 $1.1M 0.07% +2,425 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,426 shares; 2025Q1: 7,129 shares; 2025Q2: 13,631 shares; 2025Q3: 6,655 shares; 2025Q4: 5,919 shares 5,919 $1.1M 0.07% -736 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 718 shares; 2025Q1: 1,299 shares; 2025Q2: 3,035 shares; 2025Q3: 2,013 shares; 2025Q4: 2,418 shares 2,418 $1.1M 0.07% +405 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,874 shares; 2025Q3: 32,820 shares; 2025Q4: 38,354 shares 38,354 $1.1M 0.07% +5,534 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,639 shares; 2024Q4: not reported; 2025Q1: 14,064 shares; 2025Q2: 23,068 shares; 2025Q3: 8,127 shares; 2025Q4: 8,091 shares 8,091 $1.09M 0.07% -36 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,906 shares; 2024Q4: not reported; 2025Q1: 7,103 shares; 2025Q2: 11,070 shares; 2025Q3: 7,913 shares; 2025Q4: 9,064 shares 9,064 $1.08M 0.06% +1,151 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,990 shares; 2025Q3: 12,725 shares; 2025Q4: 16,710 shares 16,710 $1.08M 0.06% +3,985 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,724 shares; 2025Q4: 5,007 shares 5,007 $1.07M 0.06% +283 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,810 shares; 2024Q4: not reported; 2025Q1: 17,023 shares; 2025Q2: 37,886 shares; 2025Q3: 30,393 shares; 2025Q4: 29,827 shares 29,827 $1.06M 0.06% -566 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,869 shares; 2025Q2: not reported; 2025Q3: 34,378 shares; 2025Q4: 32,339 shares 32,339 $1.06M 0.06% -2,039 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,306 shares; 2025Q2: 11,108 shares; 2025Q3: 8,479 shares; 2025Q4: 8,621 shares 8,621 $1.06M 0.06% +142 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,415 shares; 2024Q4: 2,770 shares; 2025Q1: 10,592 shares; 2025Q2: 8,397 shares; 2025Q3: 6,439 shares; 2025Q4: 6,169 shares 6,169 $1.06M 0.06% -270 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,765 shares; 2025Q1: 21,999 shares; 2025Q2: 13,980 shares; 2025Q3: 16,582 shares; 2025Q4: 12,721 shares 12,721 $1.05M 0.06% -3,861 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,396 shares; 2025Q1: 2,711 shares; 2025Q2: 8,476 shares; 2025Q3: 4,898 shares; 2025Q4: 5,046 shares 5,046 $1.05M 0.06% +148 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,451 shares; 2025Q3: 4,062 shares; 2025Q4: 4,339 shares 4,339 $1.05M 0.06% +277 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 179 shares; 2025Q1: 239 shares; 2025Q2: 338 shares; 2025Q3: 191 shares; 2025Q4: 196 shares 196 $1.05M 0.06% +5 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,346 shares; 2024Q4: not reported; 2025Q1: 3,075 shares; 2025Q2: 6,792 shares; 2025Q3: 2,382 shares; 2025Q4: 2,022 shares 2,022 $1.03M 0.06% -360 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,317 shares; 2024Q4: 17,178 shares; 2025Q1: 24,805 shares; 2025Q2: 44,718 shares; 2025Q3: 32,157 shares; 2025Q4: 22,187 shares 22,187 $1.03M 0.06% -9,970 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,239 shares; 2024Q4: not reported; 2025Q1: 6,690 shares; 2025Q2: 11,188 shares; 2025Q3: 6,857 shares; 2025Q4: 8,637 shares 8,637 $1.03M 0.06% +1,780 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,073 shares; 2025Q3: 4,724 shares; 2025Q4: 3,556 shares 3,556 $1.01M 0.06% -1,168 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 1,542 shares; 2025Q1: 5,563 shares; 2025Q2: 6,123 shares; 2025Q3: 3,538 shares; 2025Q4: 3,813 shares 3,813 $1.01M 0.06% +275 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,356 shares; 2024Q4: not reported; 2025Q1: 74,243 shares; 2025Q2: 59,988 shares; 2025Q3: 47,668 shares; 2025Q4: 40,079 shares 40,079 $998K 0.06% -7,589 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,293 shares; 2024Q4: not reported; 2025Q1: 4,440 shares; 2025Q2: 9,900 shares; 2025Q3: 4,055 shares; 2025Q4: 4,048 shares 4,048 $997K 0.06% -7 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,412 shares; 2025Q4: 31,507 shares 31,507 $997K 0.06% +95 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,146 shares; 2025Q1: 6,069 shares; 2025Q2: 11,522 shares; 2025Q3: 9,937 shares; 2025Q4: 9,891 shares 9,891 $982K 0.06% -46 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,864 shares; 2024Q4: 1,995 shares; 2025Q1: 2,032 shares; 2025Q2: 11,464 shares; 2025Q3: 6,816 shares; 2025Q4: 7,692 shares 7,692 $982K 0.06% +876 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,049 shares; 2024Q4: 5,308 shares; 2025Q1: 9,538 shares; 2025Q2: 14,165 shares; 2025Q3: 11,712 shares; 2025Q4: 8,874 shares 8,874 $978K 0.06% -2,838 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,034 shares; 2025Q3: 1,702 shares; 2025Q4: 1,907 shares 1,907 $974K 0.06% +205 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,239 shares; 2024Q4: 1,239 shares; 2025Q1: 1,999 shares; 2025Q2: 2,744 shares; 2025Q3: 2,985 shares; 2025Q4: 2,607 shares 2,607 $974K 0.06% -378 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,719 shares; 2024Q4: not reported; 2025Q1: 121,404 shares; 2025Q2: 312,268 shares; 2025Q3: 112,119 shares; 2025Q4: 54,843 shares 54,843 $969K 0.06% -57,276 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: not reported; 2025Q1: 3,691 shares; 2025Q2: 8,424 shares; 2025Q3: 3,775 shares; 2025Q4: 3,868 shares 3,868 $956K 0.06% +93 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 9,581 shares; 2025Q2: 2,000 shares; 2025Q3: 7,831 shares; 2025Q4: 7,579 shares 7,579 $954K 0.06% -252 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 2,375 shares; 2025Q1: 11,489 shares; 2025Q2: 13,608 shares; 2025Q3: 12,265 shares; 2025Q4: 11,247 shares 11,247 $947K 0.06% -1,018 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 665 shares; 2025Q1: 1,389 shares; 2025Q2: 3,631 shares; 2025Q3: 1,582 shares; 2025Q4: 1,670 shares 1,670 $946K 0.06% +88 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,197 shares; 2025Q2: not reported; 2025Q3: 27,967 shares; 2025Q4: 21,579 shares 21,579 $944K 0.06% -6,388 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,846 shares; 2024Q4: not reported; 2025Q1: 63,600 shares; 2025Q2: 49,908 shares; 2025Q3: 20,338 shares; 2025Q4: 18,639 shares 18,639 $943K 0.06% -1,699 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,082 shares; 2024Q4: not reported; 2025Q1: 35,220 shares; 2025Q2: 71,910 shares; 2025Q3: 38,291 shares; 2025Q4: 38,685 shares 38,685 $943K 0.06% +394 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,837 shares; 2024Q4: 10,846 shares; 2025Q1: 22,008 shares; 2025Q2: 13,953 shares; 2025Q3: 25,254 shares; 2025Q4: 11,256 shares 11,256 $939K 0.06% -13,998 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: not reported; 2025Q1: 10,168 shares; 2025Q2: 12,122 shares; 2025Q3: 9,192 shares; 2025Q4: 9,965 shares 9,965 $933K 0.06% +773 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,006 shares; 2025Q3: not reported; 2025Q4: 15,663 shares 15,663 $929K 0.06% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,956 shares; 2024Q4: 5,356 shares; 2025Q1: 12,664 shares; 2025Q2: 10,553 shares; 2025Q3: 4,047 shares; 2025Q4: 9,243 shares 9,243 $917K 0.05% +5,196 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,490 shares; 2024Q4: 3,297 shares; 2025Q1: 7,734 shares; 2025Q2: 12,836 shares; 2025Q3: 7,216 shares; 2025Q4: 4,682 shares 4,682 $913K 0.05% -2,534 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,297 shares; 2025Q3: not reported; 2025Q4: 6,684 shares 6,684 $907K 0.05% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,654 shares; 2024Q4: not reported; 2025Q1: 12,060 shares; 2025Q2: 26,036 shares; 2025Q3: 10,514 shares; 2025Q4: 10,790 shares 10,790 $905K 0.05% +276 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 2,197 shares; 2025Q1: 2,418 shares; 2025Q2: 1,916 shares; 2025Q3: 991 shares; 2025Q4: 1,338 shares 1,338 $902K 0.05% +347 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,774 shares; 2025Q1: 7,238 shares; 2025Q2: 16,693 shares; 2025Q3: 13,854 shares; 2025Q4: 7,660 shares 7,660 $898K 0.05% -6,194 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,751 shares; 2024Q4: not reported; 2025Q1: 30,471 shares; 2025Q2: 56,264 shares; 2025Q3: 28,270 shares; 2025Q4: 28,232 shares 28,232 $894K 0.05% -38 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,265 shares; 2024Q4: 13,177 shares; 2025Q1: 13,122 shares; 2025Q2: 13,115 shares; 2025Q3: 14,357 shares; 2025Q4: 16,007 shares 16,007 $893K 0.05% +1,650 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,301 shares; 2025Q2: not reported; 2025Q3: 15,485 shares; 2025Q4: 15,053 shares 15,053 $879K 0.05% -432 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 554 shares; 2025Q1: 1,061 shares; 2025Q2: 2,822 shares; 2025Q3: 1,601 shares; 2025Q4: 1,887 shares 1,887 $878K 0.05% +286 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,434 shares; 2025Q2: not reported; 2025Q3: 12,407 shares; 2025Q4: 14,121 shares 14,121 $866K 0.05% +1,714 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 2,733 shares; 2025Q1: 3,045 shares; 2025Q2: 3,880 shares; 2025Q3: 3,835 shares; 2025Q4: 3,688 shares 3,688 $865K 0.05% -147 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,924 shares; 2025Q3: 21,958 shares; 2025Q4: 30,738 shares 30,738 $862K 0.05% +8,780 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 8,669 shares; 2025Q1: 8,537 shares; 2025Q2: 8,555 shares; 2025Q3: 8,378 shares; 2025Q4: 9,024 shares 9,024 $861K 0.05% +646 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,255 shares; 2024Q4: 5,944 shares; 2025Q1: 5,416 shares; 2025Q2: 20,023 shares; 2025Q3: 14,279 shares; 2025Q4: 13,506 shares 13,506 $860K 0.05% -773 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,224 shares; 2024Q4: not reported; 2025Q1: 8,377 shares; 2025Q2: 13,048 shares; 2025Q3: 8,357 shares; 2025Q4: 8,683 shares 8,683 $855K 0.05% +326 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,959 shares; 2025Q4: 34,919 shares 34,919 $851K 0.05% +1,960 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,751 shares; 2024Q4: 10,795 shares; 2025Q1: 16,207 shares; 2025Q2: 27,650 shares; 2025Q3: 18,285 shares; 2025Q4: 11,519 shares 11,519 $849K 0.05% -6,766 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,572 shares; 2024Q4: not reported; 2025Q1: 21,989 shares; 2025Q2: 68,046 shares; 2025Q3: 40,755 shares; 2025Q4: 44,260 shares 44,260 $844K 0.05% +3,505 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,260 shares; 2025Q3: 4,987 shares; 2025Q4: 5,012 shares 5,012 $842K 0.05% +25 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,389 shares; 2024Q4: not reported; 2025Q1: 4,434 shares; 2025Q2: 8,340 shares; 2025Q3: 3,943 shares; 2025Q4: 3,952 shares 3,952 $837K 0.05% +9 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: 9,105 shares; 2025Q1: 9,276 shares; 2025Q2: 18,230 shares; 2025Q3: 27,816 shares; 2025Q4: 29,375 shares 29,375 $837K 0.05% +1,559 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,492 shares; 2025Q3: 1,076 shares; 2025Q4: 1,465 shares 1,465 $836K 0.05% +389 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,192 shares; 2025Q3: 3,369 shares; 2025Q4: 2,024 shares 2,024 $835K 0.05% -1,345 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,006 shares; 2025Q2: 16,308 shares; 2025Q3: 9,387 shares; 2025Q4: 10,374 shares 10,374 $833K 0.05% +987 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,087 shares; 2024Q4: 8,305 shares; 2025Q1: 12,868 shares; 2025Q2: 25,898 shares; 2025Q3: 12,519 shares; 2025Q4: 16,671 shares 16,671 $832K 0.05% +4,152 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,611 shares; 2025Q2: not reported; 2025Q3: 18,440 shares; 2025Q4: 19,405 shares 19,405 $826K 0.05% +965 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,990 shares; 2024Q4: not reported; 2025Q1: 18,323 shares; 2025Q2: 69,610 shares; 2025Q3: 44,034 shares; 2025Q4: 60,789 shares 60,789 $805K 0.05% +16,755 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,755 shares; 2024Q4: 10,013 shares; 2025Q1: 10,063 shares; 2025Q2: 9,970 shares; 2025Q3: 9,755 shares; 2025Q4: 9,755 shares 9,755 $800K 0.05% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,225 shares; 2025Q2: not reported; 2025Q3: 6,404 shares; 2025Q4: 6,478 shares 6,478 $786K 0.05% +74 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 699 shares; 2025Q4: 732 shares 732 $784K 0.05% +33 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,740 shares; 2025Q2: 7,352 shares; 2025Q3: 4,272 shares; 2025Q4: 4,408 shares 4,408 $783K 0.05% +136 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,509 shares; 2024Q4: 7,535 shares; 2025Q1: 8,537 shares; 2025Q2: 8,591 shares; 2025Q3: 8,426 shares; 2025Q4: 8,174 shares 8,174 $778K 0.05% -252 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,061 shares; 2024Q4: not reported; 2025Q1: 20,027 shares; 2025Q2: 42,008 shares; 2025Q3: 15,014 shares; 2025Q4: 15,537 shares 15,537 $777K 0.05% +523 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,819 shares; 2025Q4: 6,009 shares 6,009 $776K 0.05% -4,810 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 568 shares; 2025Q1: 524 shares; 2025Q2: 1,620 shares; 2025Q3: 1,028 shares; 2025Q4: 1,167 shares 1,167 $773K 0.05% +139 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,239 shares; 2025Q2: 9,260 shares; 2025Q3: 5,918 shares; 2025Q4: 6,623 shares 6,623 $773K 0.05% +705 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 4,277 shares; 2025Q1: 4,562 shares; 2025Q2: 14,151 shares; 2025Q3: 9,146 shares; 2025Q4: 6,630 shares 6,630 $770K 0.05% -2,516 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162,846 shares 162,846 $769K 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,687 shares; 2025Q2: not reported; 2025Q3: 9,075 shares; 2025Q4: 8,502 shares 8,502 $765K 0.05% -573 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,650 shares; 2025Q4: 28,833 shares 28,833 $765K 0.05% +2,183 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,008 shares; 2025Q3: 8,158 shares; 2025Q4: 8,091 shares 8,091 $761K 0.05% -67 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,685 shares; 2024Q4: not reported; 2025Q1: 18,153 shares; 2025Q2: 17,298 shares; 2025Q3: 8,384 shares; 2025Q4: 8,412 shares 8,412 $760K 0.05% +28 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,954 shares; 2025Q2: 7,186 shares; 2025Q3: 6,541 shares; 2025Q4: 6,587 shares 6,587 $760K 0.05% +46 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,848 shares; 2025Q3: 8,232 shares; 2025Q4: 11,419 shares 11,419 $759K 0.05% +3,187 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,731 shares; 2024Q4: not reported; 2025Q1: 11,874 shares; 2025Q2: 26,662 shares; 2025Q3: 18,652 shares; 2025Q4: 18,558 shares 18,558 $747K 0.04% -94 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,064 shares; 2025Q2: 4,523 shares; 2025Q3: 5,252 shares; 2025Q4: 8,151 shares 8,151 $745K 0.04% +2,899 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,863 shares; 2025Q2: 15,022 shares; 2025Q3: 13,333 shares; 2025Q4: 13,894 shares 13,894 $741K 0.04% +561 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: not reported; 2025Q1: 5,042 shares; 2025Q2: 10,050 shares; 2025Q3: 5,298 shares; 2025Q4: 5,282 shares 5,282 $739K 0.04% -16 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,375 shares; 2025Q1: 10,228 shares; 2025Q2: 4,483 shares; 2025Q3: 2,847 shares; 2025Q4: 7,409 shares 7,409 $735K 0.04% +4,562 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,882 shares; 2024Q4: not reported; 2025Q1: 11,289 shares; 2025Q2: 24,346 shares; 2025Q3: 11,920 shares; 2025Q4: 14,691 shares 14,691 $734K 0.04% +2,771 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,299 shares; 2025Q3: 9,910 shares; 2025Q4: 9,767 shares 9,767 $725K 0.04% -143 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 379 shares; 2025Q1: 1,495 shares; 2025Q2: 2,500 shares; 2025Q3: 1,535 shares; 2025Q4: 4,717 shares 4,717 $723K 0.04% +3,182 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,232 shares 4,232 $714K 0.04% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: not reported; 2025Q1: 3,948 shares; 2025Q2: 14,908 shares; 2025Q3: 9,018 shares; 2025Q4: 8,189 shares 8,189 $714K 0.04% -829 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 687 shares; 2025Q1: 1,353 shares; 2025Q2: 2,171 shares; 2025Q3: 1,417 shares; 2025Q4: 1,520 shares 1,520 $712K 0.04% +103 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 3,621 shares; 2025Q1: 3,570 shares; 2025Q2: 8,586 shares; 2025Q3: 4,992 shares; 2025Q4: 5,137 shares 5,137 $708K 0.04% +145 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 6,147 shares; 2025Q1: 7,319 shares; 2025Q2: 9,204 shares; 2025Q3: 9,154 shares; 2025Q4: 6,389 shares 6,389 $704K 0.04% -2,765 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: not reported; 2025Q1: 849 shares; 2025Q2: 1,654 shares; 2025Q3: 712 shares; 2025Q4: 696 shares 696 $702K 0.04% -16 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,013 shares; 2025Q2: 4,484 shares; 2025Q3: 5,125 shares; 2025Q4: 5,438 shares 5,438 $702K 0.04% +313 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,872 shares; 2024Q4: 5,525 shares; 2025Q1: not reported; 2025Q2: 21,914 shares; 2025Q3: 11,097 shares; 2025Q4: 10,959 shares 10,959 $698K 0.04% -138 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,881 shares; 2025Q3: 3,084 shares; 2025Q4: 3,132 shares 3,132 $697K 0.04% +48 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,543 shares; 2025Q1: 970 shares; 2025Q2: 2,172 shares; 2025Q3: 1,646 shares; 2025Q4: 1,869 shares 1,869 $691K 0.04% +223 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,148 shares; 2024Q4: 1,614 shares; 2025Q1: 4,848 shares; 2025Q2: 9,256 shares; 2025Q3: 5,949 shares; 2025Q4: 4,317 shares 4,317 $691K 0.04% -1,632 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 594 shares; 2025Q4: 1,788 shares 1,788 $685K 0.04% +1,194 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 1,146 shares; 2025Q1: 1,452 shares; 2025Q2: 2,273 shares; 2025Q3: 1,082 shares; 2025Q4: 1,181 shares 1,181 $684K 0.04% +99 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,553 shares; 2024Q4: not reported; 2025Q1: 10,125 shares; 2025Q2: 20,702 shares; 2025Q3: 9,407 shares; 2025Q4: 9,633 shares 9,633 $671K 0.04% +226 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 5,115 shares; 2025Q1: 9,745 shares; 2025Q2: 13,632 shares; 2025Q3: 9,922 shares; 2025Q4: 9,101 shares 9,101 $669K 0.04% -821 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,566 shares; 2024Q4: 4,697 shares; 2025Q1: 19,172 shares; 2025Q2: 18,833 shares; 2025Q3: 9,449 shares; 2025Q4: 9,513 shares 9,513 $661K 0.04% +64 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,751 shares; 2024Q4: 13,938 shares; 2025Q1: 13,960 shares; 2025Q2: 13,937 shares; 2025Q3: 17,024 shares; 2025Q4: 21,694 shares 21,694 $655K 0.04% +4,670 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: not reported; 2025Q1: 1,907 shares; 2025Q2: 4,842 shares; 2025Q3: 2,074 shares; 2025Q4: 2,868 shares 2,868 $653K 0.04% +794 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 331 shares; 2025Q2: not reported; 2025Q3: 378 shares; 2025Q4: 845 shares 845 $653K 0.04% +467 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,961 shares; 2025Q2: not reported; 2025Q3: 26,443 shares; 2025Q4: 17,628 shares 17,628 $652K 0.04% -8,815 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,784 shares; 2025Q4: 3,500 shares 3,500 $650K 0.04% +716 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,573 shares; 2024Q4: not reported; 2025Q1: 25,442 shares; 2025Q2: 46,348 shares; 2025Q3: 20,351 shares; 2025Q4: 26,611 shares 26,611 $644K 0.04% +6,260 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,262 shares; 2025Q3: 1,227 shares; 2025Q4: 985 shares 985 $644K 0.04% -242 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 382 shares; 2025Q3: 199 shares; 2025Q4: 187 shares 187 $634K 0.04% -12 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,488 shares; 2024Q4: not reported; 2025Q1: 14,358 shares; 2025Q2: 38,350 shares; 2025Q3: 11,884 shares; 2025Q4: 13,138 shares 13,138 $632K 0.04% +1,254 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,319 shares; 2025Q4: 23,723 shares 23,723 $629K 0.04% +4,404 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,085 shares; 2024Q4: 8,379 shares; 2025Q1: 18,065 shares; 2025Q2: 29,855 shares; 2025Q3: 7,435 shares; 2025Q4: 6,671 shares 6,671 $628K 0.04% -764 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: not reported; 2025Q1: 3,368 shares; 2025Q2: 7,446 shares; 2025Q3: 4,579 shares; 2025Q4: 7,474 shares 7,474 $626K 0.04% +2,895 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,038 shares; 2025Q2: 8,632 shares; 2025Q3: 4,754 shares; 2025Q4: 4,074 shares 4,074 $619K 0.04% -680 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,953 shares; 2024Q4: not reported; 2025Q1: 17,158 shares; 2025Q2: not reported; 2025Q3: 15,993 shares; 2025Q4: 15,736 shares 15,736 $616K 0.04% -257 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,725 shares; 2024Q4: not reported; 2025Q1: 13,031 shares; 2025Q2: 21,172 shares; 2025Q3: 4,597 shares; 2025Q4: 4,614 shares 4,614 $612K 0.04% +17 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,071 shares; 2025Q4: 12,111 shares 12,111 $611K 0.04% +3,040 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,936 shares; 2024Q4: not reported; 2025Q1: 20,492 shares; 2025Q2: 39,024 shares; 2025Q3: 18,830 shares; 2025Q4: 17,863 shares 17,863 $610K 0.04% -967 Timeline BAMG NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,602 shares; 2024Q4: not reported; 2025Q1: 15,446 shares; 2025Q2: 29,030 shares; 2025Q3: 17,535 shares; 2025Q4: 15,164 shares 15,164 $609K 0.04% -2,371 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,228 shares; 2025Q4: 16,277 shares 16,277 $608K 0.04% -3,951 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,355 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,782 shares; 2025Q3: 25,551 shares; 2025Q4: 28,377 shares 28,377 $606K 0.04% +2,826 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 3,911 shares; 2025Q1: 4,481 shares; 2025Q2: 8,870 shares; 2025Q3: 8,915 shares; 2025Q4: 7,883 shares 7,883 $604K 0.04% -1,032 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,427 shares 80,427 $603K 0.04% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,318 shares; 2025Q4: 13,166 shares 13,166 $599K 0.04% +848 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,695 shares; 2024Q4: 35,969 shares; 2025Q1: 41,200 shares; 2025Q2: 51,508 shares; 2025Q3: 79,036 shares; 2025Q4: 17,899 shares 17,899 $591K 0.04% -61,137 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,462 shares; 2025Q3: 5,665 shares; 2025Q4: 4,181 shares 4,181 $590K 0.04% -1,484 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: not reported; 2025Q1: 1,660 shares; 2025Q2: 6,908 shares; 2025Q3: 4,227 shares; 2025Q4: 2,307 shares 2,307 $584K 0.03% -1,920 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,594 shares; 2025Q3: 11,454 shares; 2025Q4: 11,841 shares 11,841 $583K 0.03% +387 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,818 shares 5,818 $580K 0.03% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,042 shares; 2025Q3: 420 shares; 2025Q4: 474 shares 474 $576K 0.03% +54 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: 3,523 shares; 2025Q1: 4,330 shares; 2025Q2: 4,900 shares; 2025Q3: 5,701 shares; 2025Q4: 3,705 shares 3,705 $575K 0.03% -1,996 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,897 shares; 2024Q4: not reported; 2025Q1: 43,995 shares; 2025Q2: 21,582 shares; 2025Q3: 8,668 shares; 2025Q4: 22,853 shares 22,853 $574K 0.03% +14,185 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 4,446 shares; 2025Q1: 7,527 shares; 2025Q2: 7,862 shares; 2025Q3: 7,433 shares; 2025Q4: 6,228 shares 6,228 $573K 0.03% -1,205 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,539 shares; 2024Q4: not reported; 2025Q1: 22,642 shares; 2025Q2: 48,772 shares; 2025Q3: 24,787 shares; 2025Q4: 25,473 shares 25,473 $572K 0.03% +686 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,840 shares; 2025Q1: 3,971 shares; 2025Q2: 6,929 shares; 2025Q3: 6,311 shares; 2025Q4: 3,712 shares 3,712 $570K 0.03% -2,599 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,156 shares; 2025Q4: 27,284 shares 27,284 $570K 0.03% +5,128 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,975 shares; 2024Q4: not reported; 2025Q1: 57,167 shares; 2025Q2: 26,384 shares; 2025Q3: 11,212 shares; 2025Q4: 15,340 shares 15,340 $566K 0.03% +4,128 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,483 shares; 2025Q2: not reported; 2025Q3: 19,043 shares; 2025Q4: 19,033 shares 19,033 $559K 0.03% -10 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,972 shares; 2024Q4: 2,565 shares; 2025Q1: 6,297 shares; 2025Q2: 8,064 shares; 2025Q3: 4,118 shares; 2025Q4: 3,710 shares 3,710 $553K 0.03% -408 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,936 shares; 2025Q2: 20,772 shares; 2025Q3: 20,473 shares; 2025Q4: 21,531 shares 21,531 $550K 0.03% +1,058 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,844 shares; 2025Q3: 1,159 shares; 2025Q4: 1,770 shares 1,770 $549K 0.03% +611 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,892 shares; 2025Q2: not reported; 2025Q3: 7,973 shares; 2025Q4: 12,234 shares 12,234 $547K 0.03% +4,261 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,006 shares; 2024Q4: 8,049 shares; 2025Q1: 43,949 shares; 2025Q2: 38,352 shares; 2025Q3: 28,803 shares; 2025Q4: 18,119 shares 18,119 $542K 0.03% -10,684 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,564 shares; 2025Q3: 1,355 shares; 2025Q4: 1,531 shares 1,531 $541K 0.03% +176 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 1,053 shares; 2025Q1: 976 shares; 2025Q2: 2,043 shares; 2025Q3: 1,133 shares; 2025Q4: 1,102 shares 1,102 $540K 0.03% -31 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,865 shares; 2025Q1: not reported; 2025Q2: 4,404 shares; 2025Q3: 3,106 shares; 2025Q4: 4,116 shares 4,116 $539K 0.03% +1,010 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,017 shares; 2024Q4: not reported; 2025Q1: 16,481 shares; 2025Q2: 26,476 shares; 2025Q3: 17,938 shares; 2025Q4: 17,792 shares 17,792 $539K 0.03% -146 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,926 shares; 2025Q3: 6,136 shares; 2025Q4: 5,241 shares 5,241 $537K 0.03% -895 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 5,072 shares; 2025Q1: 4,696 shares; 2025Q2: 10,996 shares; 2025Q3: 4,028 shares; 2025Q4: 5,292 shares 5,292 $529K 0.03% +1,264 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,222 shares; 2024Q4: not reported; 2025Q1: 4,468 shares; 2025Q2: 7,204 shares; 2025Q3: 4,510 shares; 2025Q4: 8,635 shares 8,635 $528K 0.03% +4,125 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,071 shares; 2025Q1: 989 shares; 2025Q2: 4,299 shares; 2025Q3: 3,101 shares; 2025Q4: 1,782 shares 1,782 $527K 0.03% -1,319 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,964 shares; 2024Q4: not reported; 2025Q1: 5,974 shares; 2025Q2: 9,984 shares; 2025Q3: 7,010 shares; 2025Q4: 6,972 shares 6,972 $526K 0.03% -38 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,022 shares; 2024Q4: 10,022 shares; 2025Q1: 10,022 shares; 2025Q2: 30,066 shares; 2025Q3: 10,022 shares; 2025Q4: 10,022 shares 10,022 $522K 0.03% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,008 shares; 2024Q4: 6,616 shares; 2025Q1: 8,831 shares; 2025Q2: 9,892 shares; 2025Q3: 10,403 shares; 2025Q4: 10,357 shares 10,357 $521K 0.03% -46 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,516 shares 13,516 $520K 0.03% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,846 shares; 2024Q4: not reported; 2025Q1: 30,791 shares; 2025Q2: 17,300 shares; 2025Q3: 15,850 shares; 2025Q4: 18,913 shares 18,913 $516K 0.03% +3,063 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,828 shares; 2025Q2: not reported; 2025Q3: 10,477 shares; 2025Q4: 10,146 shares 10,146 $515K 0.03% -331 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,359 shares; 2025Q3: 1,510 shares; 2025Q4: 1,612 shares 1,612 $513K 0.03% +102 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,858 shares; 2025Q3: 18,443 shares; 2025Q4: 18,006 shares 18,006 $504K 0.03% -437 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,736 shares; 2025Q3: 7,980 shares; 2025Q4: 9,303 shares 9,303 $501K 0.03% +1,323 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,198 shares; 2025Q1: 906 shares; 2025Q2: 2,174 shares; 2025Q3: 990 shares; 2025Q4: 1,829 shares 1,829 $500K 0.03% +839 Timeline BAMV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,881 shares; 2024Q4: not reported; 2025Q1: 13,898 shares; 2025Q2: 28,344 shares; 2025Q3: 17,331 shares; 2025Q4: 15,410 shares 15,410 $499K 0.03% -1,921 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,217 shares; 2025Q2: 28,469 shares; 2025Q3: 11,072 shares; 2025Q4: 16,284 shares 16,284 $497K 0.03% +5,212 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: not reported; 2025Q1: 822 shares; 2025Q2: 1,856 shares; 2025Q3: 1,305 shares; 2025Q4: 1,474 shares 1,474 $496K 0.03% +169 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: 6,130 shares; 2025Q1: 7,248 shares; 2025Q2: 13,897 shares; 2025Q3: 12,506 shares; 2025Q4: 6,265 shares 6,265 $495K 0.03% -6,241 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,352 shares; 2025Q2: 9,908 shares; 2025Q3: 7,735 shares; 2025Q4: 9,164 shares 9,164 $494K 0.03% +1,429 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,768 shares; 2024Q4: 19,213 shares; 2025Q1: 30,622 shares; 2025Q2: 20,329 shares; 2025Q3: 37,053 shares; 2025Q4: 37,658 shares 37,658 $494K 0.03% +605 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,875 shares; 2024Q4: not reported; 2025Q1: 11,972 shares; 2025Q2: 25,412 shares; 2025Q3: 13,319 shares; 2025Q4: 13,735 shares 13,735 $493K 0.03% +416 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,820 shares; 2024Q4: 16,164 shares; 2025Q1: 15,914 shares; 2025Q2: 15,955 shares; 2025Q3: 15,703 shares; 2025Q4: 15,234 shares 15,234 $492K 0.03% -469 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,860 shares; 2025Q3: 14,998 shares; 2025Q4: 17,655 shares 17,655 $492K 0.03% +2,657 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,784 shares 22,784 $491K 0.03% new Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,987 shares; 2024Q4: 28,987 shares; 2025Q1: 27,987 shares; 2025Q2: 40,332 shares; 2025Q3: 40,332 shares; 2025Q4: 40,332 shares 40,332 $490K 0.03% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,109 shares; 2025Q1: 2,611 shares; 2025Q2: 4,840 shares; 2025Q3: 3,084 shares; 2025Q4: 1,392 shares 1,392 $487K 0.03% -1,692 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,244 shares; 2025Q3: 6,084 shares; 2025Q4: 3,444 shares 3,444 $486K 0.03% -2,640 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,617 shares; 2024Q4: 71,159 shares; 2025Q1: 46,508 shares; 2025Q2: 84,520 shares; 2025Q3: 59,562 shares; 2025Q4: 20,470 shares 20,470 $485K 0.03% -39,092 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,660 shares; 2025Q3: 2,851 shares; 2025Q4: 2,840 shares 2,840 $484K 0.03% -11 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,402 shares; 2025Q3: 4,885 shares; 2025Q4: 4,579 shares 4,579 $483K 0.03% -306 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,296 shares; 2025Q2: not reported; 2025Q3: 6,389 shares; 2025Q4: 4,399 shares 4,399 $481K 0.03% -1,990 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,747 shares 27,747 $480K 0.03% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,756 shares; 2025Q3: 1,033 shares; 2025Q4: 824 shares 824 $479K 0.03% -209 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,199 shares; 2024Q4: 8,060 shares; 2025Q1: 5,030 shares; 2025Q2: not reported; 2025Q3: 5,501 shares; 2025Q4: 5,164 shares 5,164 $478K 0.03% -337 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 13,930 shares; 2025Q3: 7,155 shares; 2025Q4: 6,125 shares 6,125 $475K 0.03% -1,030 Timeline LCAP PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,794 shares 15,794 $467K 0.03% new Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,714 shares 12,714 $466K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,072 shares; 2025Q3: 1,340 shares; 2025Q4: 1,607 shares 1,607 $464K 0.03% +267 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,066 shares; 2025Q4: 4,010 shares 4,010 $463K 0.03% -56 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: 3,757 shares; 2025Q3: 1,267 shares; 2025Q4: 1,705 shares 1,705 $462K 0.03% +438 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,946 shares; 2025Q1: 2,931 shares; 2025Q2: 2,971 shares; 2025Q3: 5,167 shares; 2025Q4: 5,706 shares 5,706 $461K 0.03% +539 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,084 shares 20,084 $459K 0.03% new Timeline BCHP PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,844 shares; 2025Q3: 11,662 shares; 2025Q4: 12,200 shares 12,200 $457K 0.03% +538 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,170 shares; 2025Q1: not reported; 2025Q2: 2,247 shares; 2025Q3: 1,778 shares; 2025Q4: 3,824 shares 3,824 $456K 0.03% +2,046 Timeline SPTB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,069 shares; 2025Q2: 28,178 shares; 2025Q3: 14,337 shares; 2025Q4: 14,887 shares 14,887 $453K 0.03% +550 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,693 shares; 2025Q2: not reported; 2025Q3: 14,158 shares; 2025Q4: 13,394 shares 13,394 $453K 0.03% -764 Timeline BAMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,537 shares; 2024Q4: not reported; 2025Q1: 14,593 shares; 2025Q2: 28,122 shares; 2025Q3: 17,225 shares; 2025Q4: 14,931 shares 14,931 $448K 0.03% -2,294 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,179 shares; 2025Q2: not reported; 2025Q3: 2,234 shares; 2025Q4: 2,158 shares 2,158 $448K 0.03% -76 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,977 shares; 2024Q4: 14,347 shares; 2025Q1: 15,482 shares; 2025Q2: 41,946 shares; 2025Q3: 42,864 shares; 2025Q4: 44,131 shares 44,131 $446K 0.03% +1,267 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,614 shares; 2025Q4: 11,400 shares 11,400 $445K 0.03% +786 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,342 shares; 2024Q4: not reported; 2025Q1: 16,742 shares; 2025Q2: 22,778 shares; 2025Q3: 10,127 shares; 2025Q4: 12,168 shares 12,168 $444K 0.03% +2,041 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,431 shares; 2024Q4: not reported; 2025Q1: 10,415 shares; 2025Q2: 17,586 shares; 2025Q3: 8,583 shares; 2025Q4: 8,368 shares 8,368 $444K 0.03% -215 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,698 shares; 2025Q4: 9,617 shares 9,617 $441K 0.03% +3,919 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,294 shares 5,294 $439K 0.03% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: not reported; 2025Q1: 882 shares; 2025Q2: 2,415 shares; 2025Q3: 1,038 shares; 2025Q4: 1,125 shares 1,125 $438K 0.03% +87 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,900 shares; 2025Q2: not reported; 2025Q3: 21,500 shares; 2025Q4: 21,500 shares 21,500 $435K 0.03% 0 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,362 shares; 2025Q4: 6,733 shares 6,733 $433K 0.03% +371 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,396 shares; 2025Q3: 4,694 shares; 2025Q4: 5,410 shares 5,410 $429K 0.03% +716 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 391 shares; 2025Q4: 488 shares 488 $429K 0.03% +97 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: not reported; 2025Q1: 3,422 shares; 2025Q2: 5,566 shares; 2025Q3: 1,017 shares; 2025Q4: 1,220 shares 1,220 $428K 0.03% +203 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,820 shares; 2025Q2: 34,320 shares; 2025Q3: 16,719 shares; 2025Q4: 17,412 shares 17,412 $428K 0.03% +693 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,807 shares; 2025Q4: 2,278 shares 2,278 $422K 0.03% +471 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 308 shares; 2025Q4: 685 shares 685 $419K 0.02% +377 Timeline BAMU NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,405 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,796 shares; 2025Q4: 16,602 shares 16,602 $417K 0.02% -2,194 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,553 shares 12,553 $414K 0.02% new Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,214 shares; 2024Q4: not reported; 2025Q1: 10,329 shares; 2025Q2: 10,329 shares; 2025Q3: 10,329 shares; 2025Q4: 10,329 shares 10,329 $412K 0.02% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,273 shares; 2025Q4: 4,486 shares 4,486 $410K 0.02% +213 Timeline TDUP THREDUP INC More: the full row for THREDUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,740 shares; 2024Q4: not reported; 2025Q1: 64,856 shares; 2025Q2: 125,586 shares; 2025Q3: 62,751 shares; 2025Q4: 62,751 shares 62,751 $401K 0.02% 0 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,979 shares; 2024Q4: not reported; 2025Q1: 15,867 shares; 2025Q2: 27,414 shares; 2025Q3: 21,226 shares; 2025Q4: 23,078 shares 23,078 $400K 0.02% +1,852 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 617 shares; 2025Q4: 1,184 shares 1,184 $399K 0.02% +567 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,531 shares; 2025Q4: 15,463 shares 15,463 $396K 0.02% -68 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: not reported; 2025Q1: 637 shares; 2025Q2: 1,484 shares; 2025Q3: 761 shares; 2025Q4: 757 shares 757 $395K 0.02% -4 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 165 shares; 2025Q2: 572 shares; 2025Q3: 239 shares; 2025Q4: 297 shares 297 $395K 0.02% +58 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,914 shares; 2025Q3: 4,756 shares; 2025Q4: 4,268 shares 4,268 $394K 0.02% -488 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,312 shares; 2025Q2: 2,572 shares; 2025Q3: 1,756 shares; 2025Q4: 2,129 shares 2,129 $392K 0.02% +373 Timeline BAMB NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,027 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,761 shares; 2025Q4: 14,772 shares 14,772 $390K 0.02% -1,989 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 998 shares; 2025Q1: 1,177 shares; 2025Q2: 2,879 shares; 2025Q3: 2,363 shares; 2025Q4: 1,397 shares 1,397 $390K 0.02% -966 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,801 shares; 2025Q4: 7,902 shares 7,902 $387K 0.02% +101 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 626 shares; 2025Q3: 370 shares; 2025Q4: 468 shares 468 $384K 0.02% +98 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,622 shares; 2024Q4: 37,779 shares; 2025Q1: 39,884 shares; 2025Q2: 11,859 shares; 2025Q3: 27,519 shares; 2025Q4: 12,398 shares 12,398 $384K 0.02% -15,121 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 754 shares; 2025Q1: 802 shares; 2025Q2: 3,200 shares; 2025Q3: 2,508 shares; 2025Q4: 1,394 shares 1,394 $384K 0.02% -1,114 Timeline EUO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,494 shares; 2025Q4: 13,494 shares 13,494 $382K 0.02% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,632 shares; 2025Q2: not reported; 2025Q3: 4,138 shares; 2025Q4: 3,906 shares 3,906 $382K 0.02% -232 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,530 shares; 2025Q3: 1,568 shares; 2025Q4: 1,857 shares 1,857 $382K 0.02% +289 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,666 shares; 2025Q2: 24,548 shares; 2025Q3: 9,710 shares; 2025Q4: 7,702 shares 7,702 $381K 0.02% -2,008 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,931 shares; 2024Q4: 20,830 shares; 2025Q1: 25,269 shares; 2025Q2: 29,702 shares; 2025Q3: 25,020 shares; 2025Q4: 5,770 shares 5,770 $381K 0.02% -19,250 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,572 shares; 2025Q1: 101,911 shares; 2025Q2: 118,610 shares; 2025Q3: 8,018 shares; 2025Q4: 8,015 shares 8,015 $377K 0.02% -3 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,525 shares; 2024Q4: 12,180 shares; 2025Q1: 12,180 shares; 2025Q2: 19,568 shares; 2025Q3: 16,241 shares; 2025Q4: 4,770 shares 4,770 $376K 0.02% -11,471 Timeline