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: restricted; 2024Q4: 125,384 shares; 2025Q1: 125,338 shares; 2025Q2: 125,857 shares; 2025Q3: 123,863 shares; 2025Q4: 122,122 shares 122,122 $33.2M 6.55% -1,741 Timeline PMAR 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: restricted; 2024Q4: 754,463 shares; 2025Q1: 735,726 shares; 2025Q2: 730,584 shares; 2025Q3: 723,721 shares; 2025Q4: 717,628 shares 717,628 $32.3M 6.37% -6,093 Timeline BOND 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: restricted; 2024Q4: 256,632 shares; 2025Q1: 256,583 shares; 2025Q2: 266,536 shares; 2025Q3: 264,648 shares; 2025Q4: 275,284 shares 275,284 $25.6M 5.06% +10,636 Timeline FDL 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: restricted; 2024Q4: 480,688 shares; 2025Q1: 502,734 shares; 2025Q2: 511,444 shares; 2025Q3: 508,844 shares; 2025Q4: 506,711 shares 506,711 $22.5M 4.43% -2,133 Timeline PJAN 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: restricted; 2024Q4: 434,655 shares; 2025Q1: 434,874 shares; 2025Q2: 433,565 shares; 2025Q3: 424,220 shares; 2025Q4: 405,719 shares 405,719 $19.1M 3.76% -18,501 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: restricted; 2024Q4: 699,852 shares; 2025Q1: 696,932 shares; 2025Q2: 695,335 shares; 2025Q3: 692,917 shares; 2025Q4: 692,254 shares 692,254 $19M 3.75% -663 Timeline QTEC 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: restricted; 2024Q4: 65,337 shares; 2025Q1: 64,168 shares; 2025Q2: 62,942 shares; 2025Q3: 61,028 shares; 2025Q4: 60,581 shares 60,581 $13.9M 2.75% -447 Timeline SFLR 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: restricted; 2024Q4: 317,230 shares; 2025Q1: 349,232 shares; 2025Q2: 348,776 shares; 2025Q3: 346,340 shares; 2025Q4: 338,800 shares 338,800 $12.5M 2.46% -7,540 Timeline PMAY 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: restricted; 2024Q4: 164,848 shares; 2025Q1: 162,106 shares; 2025Q2: 231,771 shares; 2025Q3: 231,633 shares; 2025Q4: 231,633 shares 231,633 $9.17M 1.81% 0 Timeline FDN 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: restricted; 2024Q4: 32,850 shares; 2025Q1: 32,309 shares; 2025Q2: 32,012 shares; 2025Q3: 31,407 shares; 2025Q4: 31,218 shares 31,218 $8.4M 1.66% -189 Timeline PAPR 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: restricted; 2024Q4: 224,597 shares; 2025Q1: 213,211 shares; 2025Q2: 213,823 shares; 2025Q3: 212,958 shares; 2025Q4: 212,845 shares 212,845 $8.33M 1.64% -113 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: restricted; 2024Q4: 12,302 shares; 2025Q1: 11,502 shares; 2025Q2: 12,598 shares; 2025Q3: 12,809 shares; 2025Q4: 12,622 shares 12,622 $7.75M 1.53% -187 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: restricted; 2024Q4: 195,825 shares; 2025Q1: 207,165 shares; 2025Q2: 207,167 shares; 2025Q3: 198,158 shares; 2025Q4: 199,886 shares 199,886 $7.66M 1.51% +1,728 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: restricted; 2024Q4: 86,060 shares; 2025Q1: 88,663 shares; 2025Q2: 87,489 shares; 2025Q3: 83,909 shares; 2025Q4: 81,621 shares 81,621 $7.55M 1.49% -2,288 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: restricted; 2024Q4: 12,784 shares; 2025Q1: 13,756 shares; 2025Q2: 14,069 shares; 2025Q3: 14,787 shares; 2025Q4: 14,333 shares 14,333 $7.2M 1.42% -454 Timeline PJUL 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: restricted; 2024Q4: 152,156 shares; 2025Q1: 151,151 shares; 2025Q2: 153,164 shares; 2025Q3: 152,401 shares; 2025Q4: 149,511 shares 149,511 $6.94M 1.37% -2,890 Timeline PFEB 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: restricted; 2024Q4: 146,931 shares; 2025Q1: 164,392 shares; 2025Q2: 176,060 shares; 2025Q3: 170,616 shares; 2025Q4: 168,027 shares 168,027 $6.84M 1.35% -2,589 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: restricted; 2024Q4: 28,445 shares; 2025Q1: 28,344 shares; 2025Q2: 28,183 shares; 2025Q3: 28,304 shares; 2025Q4: 27,558 shares 27,558 $6.3M 1.24% -746 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: restricted; 2024Q4: 46,512 shares; 2025Q1: 47,059 shares; 2025Q2: 46,981 shares; 2025Q3: 45,410 shares; 2025Q4: 43,170 shares 43,170 $6.19M 1.22% -2,240 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: restricted; 2024Q4: 20,662 shares; 2025Q1: 20,696 shares; 2025Q2: 20,787 shares; 2025Q3: 20,730 shares; 2025Q4: 19,440 shares 19,440 $5.94M 1.17% -1,290 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: restricted; 2024Q4: 23,634 shares; 2025Q1: 23,484 shares; 2025Q2: 23,888 shares; 2025Q3: 22,994 shares; 2025Q4: 23,414 shares 23,414 $5.4M 1.07% +420 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: restricted; 2024Q4: 9,423 shares; 2025Q1: 9,756 shares; 2025Q2: 10,086 shares; 2025Q3: 10,844 shares; 2025Q4: 11,110 shares 11,110 $5.37M 1.06% +266 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129,002 shares; 2025Q1: 132,814 shares; 2025Q2: 134,514 shares; 2025Q3: 135,746 shares; 2025Q4: 137,085 shares 137,085 $5.24M 1.03% +1,339 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: restricted; 2024Q4: 7,814 shares; 2025Q1: 7,832 shares; 2025Q2: 7,773 shares; 2025Q3: 7,443 shares; 2025Q4: 7,706 shares 7,706 $4.83M 0.95% +263 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: restricted; 2024Q4: 14,240 shares; 2025Q1: 14,414 shares; 2025Q2: 14,281 shares; 2025Q3: 14,234 shares; 2025Q4: 14,203 shares 14,203 $4.58M 0.9% -31 Timeline FVD 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: restricted; 2024Q4: 99,642 shares; 2025Q1: 98,420 shares; 2025Q2: 97,973 shares; 2025Q3: 95,398 shares; 2025Q4: 91,693 shares 91,693 $4.23M 0.83% -3,705 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: restricted; 2024Q4: 22,440 shares; 2025Q1: 21,482 shares; 2025Q2: 21,651 shares; 2025Q3: 20,954 shares; 2025Q4: 20,203 shares 20,203 $4.18M 0.83% -751 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: restricted; 2024Q4: 11,309 shares; 2025Q1: 11,696 shares; 2025Q2: 11,862 shares; 2025Q3: 12,446 shares; 2025Q4: 12,779 shares 12,779 $4.01M 0.79% +333 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: restricted; 2024Q4: 16,635 shares; 2025Q1: 19,380 shares; 2025Q2: 20,028 shares; 2025Q3: 21,978 shares; 2025Q4: 21,187 shares 21,187 $3.95M 0.78% -791 Timeline POCT 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: restricted; 2024Q4: 91,373 shares; 2025Q1: 91,280 shares; 2025Q2: 92,225 shares; 2025Q3: 92,452 shares; 2025Q4: 89,424 shares 89,424 $3.93M 0.78% -3,028 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: restricted; 2024Q4: 18,037 shares; 2025Q1: 17,715 shares; 2025Q2: 17,686 shares; 2025Q3: 16,112 shares; 2025Q4: 15,106 shares 15,106 $3.78M 0.75% -1,006 Timeline PJUN 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: restricted; 2024Q4: 94,167 shares; 2025Q1: 94,167 shares; 2025Q2: 94,166 shares; 2025Q3: 90,080 shares; 2025Q4: 89,718 shares 89,718 $3.76M 0.74% -362 Timeline PAUG 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: restricted; 2024Q4: 79,877 shares; 2025Q1: 77,400 shares; 2025Q2: 76,056 shares; 2025Q3: 86,264 shares; 2025Q4: 86,264 shares 86,264 $3.73M 0.74% 0 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: restricted; 2024Q4: 51,576 shares; 2025Q1: 51,989 shares; 2025Q2: 51,766 shares; 2025Q3: 51,679 shares; 2025Q4: 50,958 shares 50,958 $3.54M 0.7% -721 Timeline DDFL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169,864 shares; 2025Q4: 169,864 shares 169,864 $3.49M 0.69% 0 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: restricted; 2024Q4: 7,975 shares; 2025Q1: 8,034 shares; 2025Q2: 6,884 shares; 2025Q3: 6,867 shares; 2025Q4: 6,961 shares 6,961 $3.4M 0.67% +94 Timeline DDTL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,010 shares; 2025Q4: 153,914 shares 153,914 $3.22M 0.64% +1,904 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: restricted; 2024Q4: 24,170 shares; 2025Q1: 24,242 shares; 2025Q2: 48,946 shares; 2025Q3: 49,270 shares; 2025Q4: 51,005 shares 51,005 $3.19M 0.63% +1,735 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: restricted; 2024Q4: 85,914 shares; 2025Q1: 89,420 shares; 2025Q2: 89,740 shares; 2025Q3: 91,559 shares; 2025Q4: 91,694 shares 91,694 $3.14M 0.62% +135 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: restricted; 2024Q4: 8,190 shares; 2025Q1: 7,662 shares; 2025Q2: 7,448 shares; 2025Q3: 6,664 shares; 2025Q4: 6,693 shares 6,693 $3.01M 0.59% +29 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,325 shares; 2025Q1: 54,297 shares; 2025Q2: 54,429 shares; 2025Q3: 53,899 shares; 2025Q4: 51,388 shares 51,388 $2.9M 0.57% -2,511 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,315 shares; 2025Q4: 122,828 shares 122,828 $2.9M 0.57% +21,513 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: restricted; 2024Q4: 18,160 shares; 2025Q1: 18,119 shares; 2025Q2: 17,896 shares; 2025Q3: 17,997 shares; 2025Q4: 17,605 shares 17,605 $2.68M 0.53% -392 Timeline XMMO 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: restricted; 2024Q4: 16,619 shares; 2025Q1: 17,064 shares; 2025Q2: 17,662 shares; 2025Q3: 18,881 shares; 2025Q4: 19,339 shares 19,339 $2.68M 0.53% +458 Timeline PDEC 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: restricted; 2024Q4: 59,560 shares; 2025Q1: 67,764 shares; 2025Q2: 67,694 shares; 2025Q3: 64,563 shares; 2025Q4: 60,874 shares 60,874 $2.64M 0.52% -3,689 Timeline BUFF 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: restricted; 2024Q4: 54,259 shares; 2025Q1: 52,684 shares; 2025Q2: 52,378 shares; 2025Q3: 51,904 shares; 2025Q4: 50,490 shares 50,490 $2.52M 0.5% -1,414 Timeline DGRW 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: restricted; 2024Q4: 29,676 shares; 2025Q1: 29,371 shares; 2025Q2: 29,781 shares; 2025Q3: 28,647 shares; 2025Q4: 28,130 shares 28,130 $2.52M 0.5% -517 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: restricted; 2024Q4: 14,893 shares; 2025Q1: 17,309 shares; 2025Q2: 20,115 shares; 2025Q3: 20,381 shares; 2025Q4: 20,949 shares 20,949 $2.5M 0.49% +568 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,040 shares; 2025Q1: 123,040 shares; 2025Q2: 135,540 shares; 2025Q3: 153,040 shares; 2025Q4: 206,090 shares 206,090 $2.43M 0.48% +53,050 Timeline DGRO 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: restricted; 2024Q4: 35,648 shares; 2025Q1: 35,501 shares; 2025Q2: 34,539 shares; 2025Q3: 34,321 shares; 2025Q4: 33,694 shares 33,694 $2.34M 0.46% -627 Timeline FLAO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,145 shares; 2025Q1: 79,145 shares; 2025Q2: 79,145 shares; 2025Q3: 79,145 shares; 2025Q4: 79,145 shares 79,145 $2.25M 0.44% 0 Timeline BILZ 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: restricted; 2024Q4: 3,974 shares; 2025Q1: 4,162 shares; 2025Q2: 22,776 shares; 2025Q3: 23,021 shares; 2025Q4: 21,622 shares 21,622 $2.18M 0.43% -1,399 Timeline DDTO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,351 shares 100,351 $2.17M 0.43% new Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,345 shares; 2025Q1: 40,580 shares; 2025Q2: 54,231 shares; 2025Q3: 54,037 shares; 2025Q4: 43,439 shares 43,439 $2.14M 0.42% -10,598 Timeline PNOV 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: restricted; 2024Q4: 36,771 shares; 2025Q1: 48,807 shares; 2025Q2: 48,807 shares; 2025Q3: 48,807 shares; 2025Q4: 48,807 shares 48,807 $2.04M 0.4% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,977 shares; 2025Q1: 7,980 shares; 2025Q2: 34,640 shares; 2025Q3: 36,386 shares; 2025Q4: 37,898 shares 37,898 $2.04M 0.4% +1,512 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,856 shares; 2025Q1: 53,062 shares; 2025Q2: 52,488 shares; 2025Q3: 51,573 shares; 2025Q4: 49,981 shares 49,981 $1.98M 0.39% -1,592 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: restricted; 2024Q4: 17,199 shares; 2025Q1: 17,349 shares; 2025Q2: 16,041 shares; 2025Q3: 16,216 shares; 2025Q4: 16,315 shares 16,315 $1.96M 0.39% +99 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: restricted; 2024Q4: 20,183 shares; 2025Q1: 21,690 shares; 2025Q2: 21,928 shares; 2025Q3: 23,439 shares; 2025Q4: 26,270 shares 26,270 $1.95M 0.38% +2,831 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: restricted; 2024Q4: 13,745 shares; 2025Q1: 13,720 shares; 2025Q2: 13,886 shares; 2025Q3: 13,594 shares; 2025Q4: 13,402 shares 13,402 $1.92M 0.38% -192 Timeline DDFO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,962 shares 83,962 $1.81M 0.36% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,195 shares; 2025Q1: 50,778 shares; 2025Q2: 50,105 shares; 2025Q3: 51,381 shares; 2025Q4: 41,645 shares 41,645 $1.7M 0.33% -9,736 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,186 shares; 2025Q4: 154,182 shares 154,182 $1.65M 0.33% +132,996 Timeline IHDG 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: restricted; 2024Q4: 31,194 shares; 2025Q1: 31,947 shares; 2025Q2: 33,038 shares; 2025Q3: 33,765 shares; 2025Q4: 33,680 shares 33,680 $1.64M 0.32% -85 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: restricted; 2024Q4: 5,396 shares; 2025Q1: 5,323 shares; 2025Q2: 4,701 shares; 2025Q3: 4,957 shares; 2025Q4: 5,191 shares 5,191 $1.63M 0.32% +234 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: restricted; 2024Q4: 38,488 shares; 2025Q1: 38,405 shares; 2025Q2: 37,860 shares; 2025Q3: 35,544 shares; 2025Q4: 33,825 shares 33,825 $1.62M 0.32% -1,719 Timeline IQLT 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: restricted; 2024Q4: 34,597 shares; 2025Q1: 34,732 shares; 2025Q2: 34,732 shares; 2025Q3: 34,899 shares; 2025Q4: 34,634 shares 34,634 $1.57M 0.31% -265 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,062 shares; 2025Q1: 37,974 shares; 2025Q2: 40,423 shares; 2025Q3: 40,351 shares; 2025Q4: 39,869 shares 39,869 $1.55M 0.31% -482 Timeline BAPR 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: restricted; 2024Q4: 34,968 shares; 2025Q1: 34,818 shares; 2025Q2: 34,707 shares; 2025Q3: 34,707 shares; 2025Q4: 32,146 shares 32,146 $1.54M 0.3% -2,561 Timeline DON 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: restricted; 2024Q4: 29,440 shares; 2025Q1: 29,245 shares; 2025Q2: 29,227 shares; 2025Q3: 28,787 shares; 2025Q4: 28,322 shares 28,322 $1.46M 0.29% -465 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: restricted; 2024Q4: 15,636 shares; 2025Q1: 15,325 shares; 2025Q2: 15,266 shares; 2025Q3: 15,247 shares; 2025Q4: 15,144 shares 15,144 $1.43M 0.28% -103 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,545 shares 7,545 $1.41M 0.28% new 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: restricted; 2024Q4: 8,486 shares; 2025Q1: 8,516 shares; 2025Q2: 8,540 shares; 2025Q3: 8,590 shares; 2025Q4: 8,618 shares 8,618 $1.38M 0.27% +28 Timeline PSEP 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: restricted; 2024Q4: 5,253 shares; 2025Q1: 5,253 shares; 2025Q2: 5,253 shares; 2025Q3: 31,611 shares; 2025Q4: 31,611 shares 31,611 $1.38M 0.27% 0 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: restricted; 2024Q4: 7,901 shares; 2025Q1: 14,269 shares; 2025Q2: 21,231 shares; 2025Q3: 26,195 shares; 2025Q4: 31,335 shares 31,335 $1.37M 0.27% +5,140 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: restricted; 2024Q4: 12,585 shares; 2025Q1: 12,773 shares; 2025Q2: 13,107 shares; 2025Q3: 14,068 shares; 2025Q4: 15,439 shares 15,439 $1.29M 0.26% +1,371 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: restricted; 2024Q4: 4,594 shares; 2025Q1: 4,650 shares; 2025Q2: 4,583 shares; 2025Q3: 4,529 shares; 2025Q4: 4,415 shares 4,415 $1.28M 0.25% -114 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: restricted; 2024Q4: 1,235 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,163 shares 1,163 $1.24M 0.25% -73 Timeline PID 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: restricted; 2024Q4: 56,682 shares; 2025Q1: 56,362 shares; 2025Q2: 55,478 shares; 2025Q3: 55,323 shares; 2025Q4: 54,897 shares 54,897 $1.21M 0.24% -426 Timeline DDTN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,009 shares 61,009 $1.17M 0.23% new Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,846 shares; 2025Q1: 15,943 shares; 2025Q2: 17,146 shares; 2025Q3: 17,109 shares; 2025Q4: 16,643 shares 16,643 $1.16M 0.23% -466 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: restricted; 2024Q4: 15,573 shares; 2025Q1: 16,137 shares; 2025Q2: 16,425 shares; 2025Q3: 14,918 shares; 2025Q4: 14,276 shares 14,276 $1.13M 0.22% -642 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: restricted; 2024Q4: 7,565 shares; 2025Q1: 7,768 shares; 2025Q2: 6,269 shares; 2025Q3: 5,752 shares; 2025Q4: 5,805 shares 5,805 $1.11M 0.22% +53 Timeline JPEF 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: restricted; 2024Q4: not reported; 2025Q1: 3,387 shares; 2025Q2: 7,187 shares; 2025Q3: 10,926 shares; 2025Q4: 14,555 shares 14,555 $1.09M 0.21% +3,629 Timeline MAYU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,430 shares; 2025Q1: 34,430 shares; 2025Q2: 34,430 shares; 2025Q3: 34,430 shares; 2025Q4: 34,430 shares 34,430 $1.08M 0.21% 0 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: restricted; 2024Q4: 2,681 shares; 2025Q1: 2,952 shares; 2025Q2: 3,271 shares; 2025Q3: 2,552 shares; 2025Q4: 3,126 shares 3,126 $1.08M 0.21% +574 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: restricted; 2024Q4: 30,326 shares; 2025Q1: 29,249 shares; 2025Q2: 28,056 shares; 2025Q3: 27,945 shares; 2025Q4: 27,806 shares 27,806 $1.03M 0.2% -139 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: restricted; 2024Q4: 7,388 shares; 2025Q1: 7,325 shares; 2025Q2: 7,317 shares; 2025Q3: 7,266 shares; 2025Q4: 7,139 shares 7,139 $1.02M 0.2% -127 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: restricted; 2024Q4: 7,726 shares; 2025Q1: 7,809 shares; 2025Q2: 7,903 shares; 2025Q3: 7,967 shares; 2025Q4: 8,010 shares 8,010 $1M 0.2% +43 Timeline IDMO 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: restricted; 2024Q4: 16,404 shares; 2025Q1: 17,343 shares; 2025Q2: 18,131 shares; 2025Q3: 18,184 shares; 2025Q4: 17,988 shares 17,988 $1000K 0.2% -196 Timeline KORP 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: restricted; 2024Q4: 19,033 shares; 2025Q1: 19,383 shares; 2025Q2: 19,532 shares; 2025Q3: 20,950 shares; 2025Q4: 21,076 shares 21,076 $996K 0.2% +126 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,109 shares; 2025Q1: 20,809 shares; 2025Q2: 21,402 shares; 2025Q3: 20,181 shares; 2025Q4: 20,519 shares 20,519 $991K 0.2% +338 Timeline NSEP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,854 shares; 2025Q4: 33,854 shares 33,854 $989K 0.2% 0 Timeline PTNQ 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: restricted; 2024Q4: 12,448 shares; 2025Q1: 12,339 shares; 2025Q2: 12,368 shares; 2025Q3: 12,380 shares; 2025Q4: 12,381 shares 12,381 $974K 0.19% +1 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: restricted; 2024Q4: 1,261 shares; 2025Q1: 1,231 shares; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares; 2025Q4: 1,285 shares 1,285 $969K 0.19% +54 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: restricted; 2024Q4: 2,381 shares; 2025Q1: 2,399 shares; 2025Q2: 6,029 shares; 2025Q3: 6,029 shares; 2025Q4: 2,408 shares 2,408 $954K 0.19% -3,621 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,327 shares; 2025Q1: 7,312 shares; 2025Q2: 7,267 shares; 2025Q3: 7,230 shares; 2025Q4: 7,182 shares 7,182 $905K 0.18% -48 Timeline FLRT 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: restricted; 2024Q4: 19,124 shares; 2025Q1: 19,504 shares; 2025Q2: 19,908 shares; 2025Q3: 21,139 shares; 2025Q4: 19,036 shares 19,036 $897K 0.18% -2,103 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: restricted; 2024Q4: 2,249 shares; 2025Q1: 2,410 shares; 2025Q2: 2,464 shares; 2025Q3: 2,578 shares; 2025Q4: 2,597 shares 2,597 $894K 0.18% +19 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: restricted; 2024Q4: 2,239 shares; 2025Q1: 2,249 shares; 2025Q2: 2,434 shares; 2025Q3: 2,577 shares; 2025Q4: 2,768 shares 2,768 $866K 0.17% +191 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: restricted; 2024Q4: 11,651 shares; 2025Q1: 11,340 shares; 2025Q2: 11,408 shares; 2025Q3: 10,746 shares; 2025Q4: 10,779 shares 10,779 $865K 0.17% +33 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,616 shares; 2025Q1: 5,627 shares; 2025Q2: 5,640 shares; 2025Q3: 5,652 shares; 2025Q4: 5,664 shares 5,664 $857K 0.17% +12 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: restricted; 2024Q4: 3,648 shares; 2025Q1: 3,604 shares; 2025Q2: 3,637 shares; 2025Q3: 3,431 shares; 2025Q4: 3,280 shares 3,280 $846K 0.17% -151 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,146 shares; 2025Q1: 20,146 shares; 2025Q2: 20,146 shares; 2025Q3: 20,146 shares; 2025Q4: 16,468 shares 16,468 $842K 0.17% -3,678 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,419 shares; 2025Q1: 4,475 shares; 2025Q2: 4,375 shares; 2025Q3: 4,442 shares; 2025Q4: 4,450 shares 4,450 $837K 0.17% +8 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: restricted; 2024Q4: 16,809 shares; 2025Q1: 16,809 shares; 2025Q2: 16,809 shares; 2025Q3: 16,809 shares; 2025Q4: 16,209 shares 16,209 $815K 0.16% -600 Timeline XSMO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,884 shares; 2025Q3: 9,200 shares; 2025Q4: 11,184 shares 11,184 $805K 0.16% +1,984 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: restricted; 2024Q4: 2,293 shares; 2025Q1: 2,629 shares; 2025Q2: 2,520 shares; 2025Q3: 2,500 shares; 2025Q4: 2,385 shares 2,385 $800K 0.16% -115 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: restricted; 2024Q4: 1,561 shares; 2025Q1: 1,535 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,120 shares 5,120 $792K 0.16% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,218 shares; 2025Q1: 5,216 shares; 2025Q2: 5,115 shares; 2025Q3: 5,062 shares; 2025Q4: 5,024 shares 5,024 $774K 0.15% -38 Timeline GDXJ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,610 shares 6,610 $752K 0.15% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,809 shares; 2025Q1: 7,845 shares; 2025Q2: 7,765 shares; 2025Q3: 7,789 shares; 2025Q4: 7,432 shares 7,432 $750K 0.15% -357 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: restricted; 2024Q4: 4,368 shares; 2025Q1: 4,275 shares; 2025Q2: 3,911 shares; 2025Q3: 3,918 shares; 2025Q4: 3,947 shares 3,947 $733K 0.14% +29 Timeline DDFN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,802 shares 36,802 $705K 0.14% new 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: restricted; 2024Q4: 32,285 shares; 2025Q1: 30,897 shares; 2025Q2: 30,733 shares; 2025Q3: 29,074 shares; 2025Q4: 28,147 shares 28,147 $699K 0.14% -927 Timeline UJAN 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: restricted; 2024Q4: 18,695 shares; 2025Q1: 16,040 shares; 2025Q2: 16,040 shares; 2025Q3: 16,040 shares; 2025Q4: 16,040 shares 16,040 $694K 0.14% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,694 shares; 2025Q1: 7,998 shares; 2025Q2: 12,119 shares; 2025Q3: 12,213 shares; 2025Q4: 11,768 shares 11,768 $684K 0.13% -445 Timeline XMHQ 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: restricted; 2024Q4: 3,850 shares; 2025Q1: 4,628 shares; 2025Q2: 5,338 shares; 2025Q3: 5,738 shares; 2025Q4: 6,365 shares 6,365 $652K 0.13% +627 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: restricted; 2024Q4: 3,921 shares; 2025Q1: 3,931 shares; 2025Q2: 3,965 shares; 2025Q3: 4,006 shares; 2025Q4: 3,810 shares 3,810 $652K 0.13% -196 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: restricted; 2024Q4: 2,353 shares; 2025Q1: 2,254 shares; 2025Q2: 2,265 shares; 2025Q3: 2,185 shares; 2025Q4: 2,157 shares 2,157 $639K 0.13% -28 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: restricted; 2024Q4: 631 shares; 2025Q1: 653 shares; 2025Q2: 704 shares; 2025Q3: 723 shares; 2025Q4: 730 shares 730 $630K 0.12% +7 Timeline MMTM 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: restricted; 2024Q4: 2,197 shares; 2025Q1: 2,196 shares; 2025Q2: 2,164 shares; 2025Q3: 2,157 shares; 2025Q4: 2,156 shares 2,156 $630K 0.12% -1 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,192 shares; 2025Q1: 14,265 shares; 2025Q2: 14,428 shares; 2025Q3: 13,134 shares; 2025Q4: 13,004 shares 13,004 $623K 0.12% -130 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: restricted; 2024Q4: 13,889 shares; 2025Q1: not reported; 2025Q2: 2,649 shares; 2025Q3: 3,016 shares; 2025Q4: 3,390 shares 3,390 $603K 0.12% +374 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: restricted; 2024Q4: 5,303 shares; 2025Q1: 5,751 shares; 2025Q2: 4,647 shares; 2025Q3: 4,735 shares; 2025Q4: 4,655 shares 4,655 $601K 0.12% -80 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: restricted; 2024Q4: 1,653 shares; 2025Q1: 1,715 shares; 2025Q2: 1,795 shares; 2025Q3: 1,787 shares; 2025Q4: 1,800 shares 1,800 $589K 0.12% +13 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: restricted; 2024Q4: not reported; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,319 shares 1,319 $586K 0.12% +81 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: restricted; 2024Q4: 4,811 shares; 2025Q1: 4,840 shares; 2025Q2: 5,091 shares; 2025Q3: 5,064 shares; 2025Q4: 5,055 shares 5,055 $563K 0.11% -9 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: restricted; 2024Q4: 7,216 shares; 2025Q1: 7,220 shares; 2025Q2: 7,143 shares; 2025Q3: 7,194 shares; 2025Q4: 7,200 shares 7,200 $555K 0.11% +6 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: restricted; 2024Q4: 536 shares; 2025Q1: 519 shares; 2025Q2: 509 shares; 2025Q3: 512 shares; 2025Q4: 516 shares 516 $554K 0.11% +4 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: restricted; 2024Q4: 3,919 shares; 2025Q1: 4,180 shares; 2025Q2: 4,357 shares; 2025Q3: 4,886 shares; 2025Q4: 4,798 shares 4,798 $553K 0.11% -88 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: restricted; 2024Q4: 4,016 shares; 2025Q1: 4,167 shares; 2025Q2: 4,381 shares; 2025Q3: 4,793 shares; 2025Q4: 4,698 shares 4,698 $551K 0.11% -95 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,281 shares; 2025Q1: 31,281 shares; 2025Q2: 31,281 shares; 2025Q3: 31,281 shares; 2025Q4: 31,281 shares 31,281 $547K 0.11% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,478 shares; 2025Q1: 6,177 shares; 2025Q2: 3,961 shares; 2025Q3: 6,425 shares; 2025Q4: 6,759 shares 6,759 $542K 0.11% +334 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,929 shares; 2025Q1: 6,933 shares; 2025Q2: 7,087 shares; 2025Q3: 6,843 shares; 2025Q4: 6,957 shares 6,957 $542K 0.11% +114 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: restricted; 2024Q4: 883 shares; 2025Q1: 899 shares; 2025Q2: 929 shares; 2025Q3: 936 shares; 2025Q4: 930 shares 930 $533K 0.11% -6 Timeline ZOCT 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: restricted; 2024Q4: 19,833 shares; 2025Q1: 19,833 shares; 2025Q2: 19,833 shares; 2025Q3: 19,833 shares; 2025Q4: 19,833 shares 19,833 $532K 0.11% 0 Timeline MOAT 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: restricted; 2024Q4: 5,922 shares; 2025Q1: 5,373 shares; 2025Q2: 5,367 shares; 2025Q3: 5,191 shares; 2025Q4: 5,093 shares 5,093 $527K 0.1% -98 Timeline XSVM 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: restricted; 2024Q4: 10,556 shares; 2025Q1: 10,371 shares; 2025Q2: 10,334 shares; 2025Q3: 9,704 shares; 2025Q4: 9,218 shares 9,218 $527K 0.1% -486 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: restricted; 2024Q4: 591 shares; 2025Q1: 582 shares; 2025Q2: 852 shares; 2025Q3: 725 shares; 2025Q4: 796 shares 796 $525K 0.1% +71 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: restricted; 2024Q4: 3,818 shares; 2025Q1: 3,869 shares; 2025Q2: 3,821 shares; 2025Q3: 3,909 shares; 2025Q4: 3,924 shares 3,924 $506K 0.1% +15 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,741 shares; 2025Q1: 4,753 shares; 2025Q2: 4,767 shares; 2025Q3: 4,776 shares; 2025Q4: 4,951 shares 4,951 $499K 0.1% +175 Timeline FXO 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: restricted; 2024Q4: 11,696 shares; 2025Q1: 11,696 shares; 2025Q2: 11,696 shares; 2025Q3: 11,533 shares; 2025Q4: 8,258 shares 8,258 $498K 0.1% -3,275 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: restricted; 2024Q4: 9,016 shares; 2025Q1: 8,808 shares; 2025Q2: 8,784 shares; 2025Q3: 8,947 shares; 2025Q4: 9,001 shares 9,001 $495K 0.1% +54 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,318 shares; 2025Q1: 16,380 shares; 2025Q2: 16,197 shares; 2025Q3: 14,197 shares; 2025Q4: 8,230 shares 8,230 $494K 0.1% -5,967 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: restricted; 2024Q4: 7,967 shares; 2025Q1: 7,938 shares; 2025Q2: 7,823 shares; 2025Q3: 7,792 shares; 2025Q4: 7,413 shares 7,413 $489K 0.1% -379 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: restricted; 2024Q4: 8,837 shares; 2025Q1: 8,923 shares; 2025Q2: 8,972 shares; 2025Q3: 9,000 shares; 2025Q4: 8,456 shares 8,456 $488K 0.1% -544 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,881 shares 2,881 $486K 0.1% new 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: restricted; 2024Q4: 10,502 shares; 2025Q1: 10,547 shares; 2025Q2: 10,767 shares; 2025Q3: 10,097 shares; 2025Q4: 10,259 shares 10,259 $483K 0.1% +162 Timeline QQQU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,062 shares; 2025Q4: 8,477 shares 8,477 $477K 0.09% -1,585 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: restricted; 2024Q4: 3,380 shares; 2025Q1: 3,434 shares; 2025Q2: 3,380 shares; 2025Q3: 3,416 shares; 2025Q4: 3,436 shares 3,436 $474K 0.09% +20 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: restricted; 2024Q4: 1,778 shares; 2025Q1: 1,773 shares; 2025Q2: 1,464 shares; 2025Q3: 1,465 shares; 2025Q4: 3,257 shares 3,257 $469K 0.09% +1,792 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: restricted; 2024Q4: 2,095 shares; 2025Q1: 2,098 shares; 2025Q2: 2,098 shares; 2025Q3: 2,101 shares; 2025Q4: 2,107 shares 2,107 $463K 0.09% +6 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,754 shares; 2025Q1: 3,888 shares; 2025Q2: 7,159 shares; 2025Q3: 7,237 shares; 2025Q4: 7,270 shares 7,270 $454K 0.09% +33 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,436 shares; 2025Q1: 8,236 shares; 2025Q2: 8,226 shares; 2025Q3: 8,216 shares; 2025Q4: 8,034 shares 8,034 $452K 0.09% -182 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: restricted; 2024Q4: 8,345 shares; 2025Q1: 8,370 shares; 2025Q2: 8,377 shares; 2025Q3: 8,383 shares; 2025Q4: 8,391 shares 8,391 $452K 0.09% +8 Timeline FXR 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: restricted; 2024Q4: 7,274 shares; 2025Q1: 7,210 shares; 2025Q2: 7,210 shares; 2025Q3: 7,210 shares; 2025Q4: 5,599 shares 5,599 $447K 0.09% -1,611 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,067 shares; 2025Q1: 10,067 shares; 2025Q2: 10,067 shares; 2025Q3: 10,067 shares; 2025Q4: 10,067 shares 10,067 $446K 0.09% 0 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: restricted; 2024Q4: 10,355 shares; 2025Q1: 10,801 shares; 2025Q2: 10,046 shares; 2025Q3: 9,049 shares; 2025Q4: 7,993 shares 7,993 $438K 0.09% -1,056 Timeline ICSH 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: restricted; 2024Q4: 12,839 shares; 2025Q1: 11,790 shares; 2025Q2: 11,793 shares; 2025Q3: 9,322 shares; 2025Q4: 8,613 shares 8,613 $436K 0.09% -709 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: restricted; 2024Q4: 639 shares; 2025Q1: 654 shares; 2025Q2: 685 shares; 2025Q3: 588 shares; 2025Q4: 626 shares 626 $427K 0.08% +38 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: restricted; 2024Q4: 1,103 shares; 2025Q1: 1,148 shares; 2025Q2: 1,185 shares; 2025Q3: 1,236 shares; 2025Q4: 1,260 shares 1,260 $424K 0.08% +24 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: restricted; 2024Q4: 1,459 shares; 2025Q1: 1,643 shares; 2025Q2: 1,766 shares; 2025Q3: 2,112 shares; 2025Q4: 2,145 shares 2,145 $418K 0.08% +33 Timeline DDTD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,787 shares 21,787 $417K 0.08% new 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: restricted; 2024Q4: 743 shares; 2025Q1: 766 shares; 2025Q2: 813 shares; 2025Q3: 852 shares; 2025Q4: 862 shares 862 $417K 0.08% +10 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: restricted; 2024Q4: 1,620 shares; 2025Q1: 1,674 shares; 2025Q2: 1,573 shares; 2025Q3: 1,628 shares; 2025Q4: 1,619 shares 1,619 $416K 0.08% -9 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: restricted; 2024Q4: 4,327 shares; 2025Q1: 4,460 shares; 2025Q2: 4,466 shares; 2025Q3: 4,440 shares; 2025Q4: 4,446 shares 4,446 $414K 0.08% +6 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: restricted; 2024Q4: 13,856 shares; 2025Q1: 13,045 shares; 2025Q2: 13,394 shares; 2025Q3: 9,431 shares; 2025Q4: 8,258 shares 8,258 $408K 0.08% -1,173 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: restricted; 2024Q4: 4,985 shares; 2025Q1: 5,017 shares; 2025Q2: 5,115 shares; 2025Q3: 5,215 shares; 2025Q4: 5,130 shares 5,130 $407K 0.08% -85 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: restricted; 2024Q4: 3,128 shares; 2025Q1: 3,193 shares; 2025Q2: 3,285 shares; 2025Q3: 3,314 shares; 2025Q4: 3,317 shares 3,317 $407K 0.08% +3 Timeline EUDG 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: restricted; 2024Q4: 11,035 shares; 2025Q1: 10,999 shares; 2025Q2: 10,920 shares; 2025Q3: 11,016 shares; 2025Q4: 10,723 shares 10,723 $402K 0.08% -293 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: restricted; 2024Q4: 1,317 shares; 2025Q1: 1,325 shares; 2025Q2: 1,304 shares; 2025Q3: 1,283 shares; 2025Q4: 1,283 shares 1,283 $395K 0.08% 0 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: restricted; 2024Q4: 1,806 shares; 2025Q1: 1,763 shares; 2025Q2: 1,692 shares; 2025Q3: 1,763 shares; 2025Q4: 1,785 shares 1,785 $392K 0.08% +22 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: restricted; 2024Q4: 4,483 shares; 2025Q1: 4,549 shares; 2025Q2: 4,518 shares; 2025Q3: 4,617 shares; 2025Q4: 4,640 shares 4,640 $391K 0.08% +23 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,737 shares; 2025Q4: 10,888 shares 10,888 $385K 0.08% +3,151 Timeline BLV 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: restricted; 2024Q4: 5,349 shares; 2025Q1: 5,354 shares; 2025Q2: 5,528 shares; 2025Q3: 5,402 shares; 2025Q4: 5,528 shares 5,528 $384K 0.08% +126 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,870 shares; 2025Q1: 1,875 shares; 2025Q2: 2,683 shares; 2025Q3: 2,680 shares; 2025Q4: 2,718 shares 2,718 $384K 0.08% +38 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,916 shares; 2025Q1: 6,278 shares; 2025Q2: 6,575 shares; 2025Q3: 7,023 shares; 2025Q4: 7,525 shares 7,525 $383K 0.08% +502 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,535 shares; 2025Q1: 7,561 shares; 2025Q2: 6,962 shares; 2025Q3: 7,100 shares; 2025Q4: 6,613 shares 6,613 $379K 0.07% -487 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 428 shares; 2025Q4: 428 shares 428 $376K 0.07% 0 Timeline FLDR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,473 shares; 2025Q4: 7,405 shares 7,405 $372K 0.07% +2,932 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: restricted; 2024Q4: 5,719 shares; 2025Q1: 5,718 shares; 2025Q2: 5,610 shares; 2025Q3: 5,391 shares; 2025Q4: 5,012 shares 5,012 $369K 0.07% -379 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: restricted; 2024Q4: 4,244 shares; 2025Q1: 4,190 shares; 2025Q2: 4,193 shares; 2025Q3: 4,184 shares; 2025Q4: 4,227 shares 4,227 $369K 0.07% +43 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,391 shares; 2025Q1: 10,385 shares; 2025Q2: 10,367 shares; 2025Q3: 10,393 shares; 2025Q4: 9,640 shares 9,640 $353K 0.07% -753 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,205 shares 10,205 $350K 0.07% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,430 shares; 2025Q1: 9,551 shares; 2025Q2: 10,309 shares; 2025Q3: 10,702 shares; 2025Q4: 10,801 shares 10,801 $346K 0.07% +99 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: restricted; 2024Q4: 3,495 shares; 2025Q1: 3,647 shares; 2025Q2: 3,685 shares; 2025Q3: 3,716 shares; 2025Q4: 3,781 shares 3,781 $342K 0.07% +65 Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,509 shares; 2025Q1: 11,100 shares; 2025Q2: 10,566 shares; 2025Q3: 10,566 shares; 2025Q4: 10,566 shares 10,566 $338K 0.07% 0 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: restricted; 2024Q4: 3,930 shares; 2025Q1: 4,137 shares; 2025Q2: 4,361 shares; 2025Q3: 4,580 shares; 2025Q4: 4,811 shares 4,811 $336K 0.07% +231 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,121 shares 4,121 $333K 0.07% new Timeline BJUL 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: restricted; 2024Q4: 6,522 shares; 2025Q1: 6,522 shares; 2025Q2: 6,522 shares; 2025Q3: 6,522 shares; 2025Q4: 6,522 shares 6,522 $331K 0.07% 0 Timeline AIQ 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: restricted; 2024Q4: 16,207 shares; 2025Q1: 16,434 shares; 2025Q2: 12,684 shares; 2025Q3: 7,578 shares; 2025Q4: 6,483 shares 6,483 $330K 0.07% -1,095 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: restricted; 2024Q4: 2,688 shares; 2025Q1: 2,735 shares; 2025Q2: 2,925 shares; 2025Q3: 3,173 shares; 2025Q4: 3,214 shares 3,214 $319K 0.06% +41 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: restricted; 2024Q4: 4,409 shares; 2025Q1: 4,412 shares; 2025Q2: 4,412 shares; 2025Q3: 3,422 shares; 2025Q4: 3,402 shares 3,402 $318K 0.06% -20 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: restricted; 2024Q4: 440 shares; 2025Q1: 443 shares; 2025Q2: not reported; 2025Q3: 948 shares; 2025Q4: 960 shares 960 $317K 0.06% +12 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: restricted; 2024Q4: 3,024 shares; 2025Q1: 3,005 shares; 2025Q2: 2,950 shares; 2025Q3: 2,836 shares; 2025Q4: 2,622 shares 2,622 $315K 0.06% -214 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: restricted; 2024Q4: 2,563 shares; 2025Q1: 2,728 shares; 2025Q2: 2,940 shares; 2025Q3: 3,055 shares; 2025Q4: 3,135 shares 3,135 $311K 0.06% +80 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,719 shares; 2025Q3: 1,760 shares; 2025Q4: 1,749 shares 1,749 $310K 0.06% -11 Timeline DDTS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,506 shares; 2025Q4: 14,506 shares 14,506 $310K 0.06% 0 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: restricted; 2024Q4: 3,881 shares; 2025Q1: 3,890 shares; 2025Q2: 3,885 shares; 2025Q3: 3,894 shares; 2025Q4: 3,905 shares 3,905 $309K 0.06% +11 Timeline DWX 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: restricted; 2024Q4: 7,854 shares; 2025Q1: 7,854 shares; 2025Q2: 7,825 shares; 2025Q3: 7,458 shares; 2025Q4: 6,975 shares 6,975 $306K 0.06% -483 Timeline IPAC 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: restricted; 2024Q4: 4,217 shares; 2025Q1: 4,251 shares; 2025Q2: 4,223 shares; 2025Q3: 4,178 shares; 2025Q4: 4,102 shares 4,102 $300K 0.06% -76 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: restricted; 2024Q4: 1,931 shares; 2025Q1: not reported; 2025Q2: 1,016 shares; 2025Q3: 1,109 shares; 2025Q4: 1,183 shares 1,183 $299K 0.06% +74 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,637 shares; 2025Q1: 4,424 shares; 2025Q2: 6,499 shares; 2025Q3: 5,225 shares; 2025Q4: 5,206 shares 5,206 $295K 0.06% -19 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,560 shares; 2025Q3: 1,288 shares; 2025Q4: 1,343 shares 1,343 $288K 0.06% +55 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,782 shares; 2025Q1: 7,770 shares; 2025Q2: 7,773 shares; 2025Q3: 7,775 shares; 2025Q4: 7,778 shares 7,778 $282K 0.06% +3 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: restricted; 2024Q4: 1,864 shares; 2025Q1: 1,765 shares; 2025Q2: 1,781 shares; 2025Q3: 1,764 shares; 2025Q4: 1,747 shares 1,747 $280K 0.06% -17 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,388 shares; 2025Q3: 5,368 shares; 2025Q4: 5,368 shares 5,368 $278K 0.05% 0 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: restricted; 2024Q4: not reported; 2025Q1: 5,561 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,639 shares 4,639 $275K 0.05% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,856 shares; 2025Q1: 5,236 shares; 2025Q2: 5,546 shares; 2025Q3: 5,764 shares; 2025Q4: 5,834 shares 5,834 $273K 0.05% +70 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,975 shares; 2025Q1: 4,975 shares; 2025Q2: 4,875 shares; 2025Q3: 4,452 shares; 2025Q4: 5,747 shares 5,747 $270K 0.05% +1,295 Timeline JNEU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,886 shares; 2025Q1: 8,886 shares; 2025Q2: 8,886 shares; 2025Q3: 8,886 shares; 2025Q4: 8,886 shares 8,886 $269K 0.05% 0 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: restricted; 2024Q4: 474 shares; 2025Q1: 468 shares; 2025Q2: 486 shares; 2025Q3: 492 shares; 2025Q4: 467 shares 467 $264K 0.05% -25 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: restricted; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 1,239 shares; 2025Q3: 1,385 shares; 2025Q4: 1,369 shares 1,369 $262K 0.05% -16 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,697 shares; 2025Q1: 8,697 shares; 2025Q2: 8,697 shares; 2025Q3: 8,697 shares; 2025Q4: 8,697 shares 8,697 $258K 0.05% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 539 shares; 2025Q3: 380 shares; 2025Q4: 390 shares 390 $255K 0.05% +10 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: restricted; 2024Q4: not reported; 2025Q1: 2,179 shares; 2025Q2: 2,134 shares; 2025Q3: 2,344 shares; 2025Q4: 2,664 shares 2,664 $254K 0.05% +320 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,459 shares; 2025Q1: 1,549 shares; 2025Q2: 1,448 shares; 2025Q3: 1,540 shares; 2025Q4: 1,554 shares 1,554 $253K 0.05% +14 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: restricted; 2024Q4: 512 shares; 2025Q1: 514 shares; 2025Q2: 534 shares; 2025Q3: 544 shares; 2025Q4: 543 shares 543 $253K 0.05% -1 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: restricted; 2024Q4: 675 shares; 2025Q1: 780 shares; 2025Q2: 710 shares; 2025Q3: 756 shares; 2025Q4: 720 shares 720 $252K 0.05% -36 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: restricted; 2024Q4: 3,391 shares; 2025Q1: 3,396 shares; 2025Q2: 3,331 shares; 2025Q3: 3,096 shares; 2025Q4: 3,018 shares 3,018 $250K 0.05% -78 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,318 shares; 2025Q1: 4,318 shares; 2025Q2: 4,318 shares; 2025Q3: 4,318 shares; 2025Q4: 4,318 shares 4,318 $248K 0.05% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,434 shares; 2025Q3: 6,733 shares; 2025Q4: 6,764 shares 6,764 $245K 0.05% +31 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: restricted; 2024Q4: 2,469 shares; 2025Q1: not reported; 2025Q2: 2,468 shares; 2025Q3: 2,468 shares; 2025Q4: 2,454 shares 2,454 $244K 0.05% -14 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,416 shares; 2025Q3: 2,507 shares; 2025Q4: 2,515 shares 2,515 $242K 0.05% +8 Timeline SPIP 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: restricted; 2024Q4: 37,004 shares; 2025Q1: 36,950 shares; 2025Q2: 36,860 shares; 2025Q3: 15,752 shares; 2025Q4: 9,235 shares 9,235 $240K 0.05% -6,517 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,691 shares 3,691 $238K 0.05% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,388 shares; 2025Q1: 3,388 shares; 2025Q2: 3,335 shares; 2025Q3: 3,231 shares; 2025Q4: 3,231 shares 3,231 $237K 0.05% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,025 shares; 2025Q4: 8,631 shares 8,631 $237K 0.05% -394 Timeline FTSL 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: restricted; 2024Q4: 6,405 shares; 2025Q1: 5,549 shares; 2025Q2: 5,411 shares; 2025Q3: 5,372 shares; 2025Q4: 5,150 shares 5,150 $236K 0.05% -222 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: restricted; 2024Q4: 3,725 shares; 2025Q1: 3,751 shares; 2025Q2: 3,062 shares; 2025Q3: 11,988 shares; 2025Q4: 5,284 shares 5,284 $236K 0.05% -6,704 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,283 shares; 2025Q4: 1,283 shares 1,283 $235K 0.05% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 692 shares; 2025Q4: 666 shares 666 $235K 0.05% -26 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: restricted; 2024Q4: 4,438 shares; 2025Q1: 4,257 shares; 2025Q2: 4,552 shares; 2025Q3: 3,770 shares; 2025Q4: 3,841 shares 3,841 $230K 0.05% +71 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: restricted; 2024Q4: not reported; 2025Q1: 3,795 shares; 2025Q2: 4,284 shares; 2025Q3: 4,442 shares; 2025Q4: 4,591 shares 4,591 $230K 0.05% +149 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 755 shares 755 $230K 0.05% +36 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: 399 shares 399 $228K 0.04% +1 Timeline AIRR 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: restricted; 2024Q4: 4,523 shares; 2025Q1: 4,523 shares; 2025Q2: 4,272 shares; 2025Q3: 2,264 shares; 2025Q4: 2,283 shares 2,283 $224K 0.04% +19 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: restricted; 2024Q4: 974 shares; 2025Q1: 959 shares; 2025Q2: 959 shares; 2025Q3: 954 shares; 2025Q4: 967 shares 967 $224K 0.04% +13 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: restricted; 2024Q4: 1,702 shares; 2025Q1: not reported; 2025Q2: 1,843 shares; 2025Q3: 1,873 shares; 2025Q4: 1,678 shares 1,678 $223K 0.04% -195 Timeline WBIG ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,726 shares; 2025Q1: 10,139 shares; 2025Q2: 9,488 shares; 2025Q3: 9,488 shares; 2025Q4: 9,488 shares 9,488 $223K 0.04% 0 Timeline JANU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,799 shares; 2025Q2: 8,799 shares; 2025Q3: 7,885 shares; 2025Q4: 7,885 shares 7,885 $222K 0.04% 0 Timeline QDPL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,139 shares 5,139 $218K 0.04% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 179 shares 179 $217K 0.04% new 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: restricted; 2024Q4: 7,128 shares; 2025Q1: 7,003 shares; 2025Q2: 7,382 shares; 2025Q3: 7,859 shares; 2025Q4: 7,233 shares 7,233 $216K 0.04% -626 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,316 shares; 2025Q4: 1,323 shares 1,323 $215K 0.04% +7 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 1,025 shares 1,025 $214K 0.04% -2 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 676 shares 676 $210K 0.04% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,559 shares; 2025Q4: 2,379 shares 2,379 $208K 0.04% -180 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,877 shares 3,877 $207K 0.04% new Timeline DDFS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,671 shares; 2025Q4: 9,671 shares 9,671 $205K 0.04% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,027 shares; 2025Q2: 6,052 shares; 2025Q3: 6,027 shares; 2025Q4: 5,823 shares 5,823 $204K 0.04% -204 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,341 shares; 2025Q1: 4,345 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,248 shares 4,248 $203K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,185 shares 1,185 $202K 0.04% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 430 shares 430 $201K 0.04% new Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,514 shares; 2025Q1: 16,514 shares; 2025Q2: 16,514 shares; 2025Q3: 16,514 shares; 2025Q4: 16,514 shares 16,514 $177K 0.03% 0 Timeline