SPTM 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: 511,683 shares; 2024Q4: 513,315 shares; 2025Q1: 7,550 shares; 2025Q2: 623,067 shares; 2025Q3: 613,240 shares; 2025Q4: 591,817 shares 591,817 $49.2M 6.61% -21,423 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: 216,448 shares; 2024Q4: 245,962 shares; 2025Q1: 116,550 shares; 2025Q2: 224,641 shares; 2025Q3: 234,249 shares; 2025Q4: 179,194 shares 179,194 $33.6M 4.51% -55,055 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: 328,149 shares; 2024Q4: 331,981 shares; 2025Q1: 115,099 shares; 2025Q2: 302,628 shares; 2025Q3: 324,684 shares; 2025Q4: 279,293 shares 279,293 $30M 4.03% -45,391 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: 45,697 shares; 2024Q4: 44,244 shares; 2025Q1: 10,595 shares; 2025Q2: 55,541 shares; 2025Q3: 51,880 shares; 2025Q4: 43,493 shares 43,493 $21.2M 2.85% -8,387 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: 80,434 shares; 2024Q4: 76,531 shares; 2025Q1: 28,983 shares; 2025Q2: 94,026 shares; 2025Q3: 94,275 shares; 2025Q4: 74,309 shares 74,309 $20.3M 2.72% -19,966 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: 172,922 shares; 2024Q4: 191,484 shares; 2025Q1: 6,572 shares; 2025Q2: 212,876 shares; 2025Q3: 221,398 shares; 2025Q4: 227,230 shares 227,230 $18.8M 2.53% +5,832 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: 78,424 shares; 2024Q4: 74,633 shares; 2025Q1: 19,349 shares; 2025Q2: 89,024 shares; 2025Q3: 90,830 shares; 2025Q4: 77,922 shares 77,922 $18.1M 2.43% -12,908 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,152 shares; 2024Q4: 289,009 shares; 2025Q1: 9,379 shares; 2025Q2: 301,656 shares; 2025Q3: 326,262 shares; 2025Q4: 330,237 shares 330,237 $16.4M 2.2% +3,975 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: 29,711 shares; 2024Q4: 29,760 shares; 2025Q1: not reported; 2025Q2: 40,113 shares; 2025Q3: 39,276 shares; 2025Q4: 41,027 shares 41,027 $16.4M 2.2% +1,751 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: 10,594 shares; 2024Q4: 14,086 shares; 2025Q1: 598 shares; 2025Q2: 7,852 shares; 2025Q3: 18,641 shares; 2025Q4: 23,556 shares 23,556 $16.1M 2.16% +4,915 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: 33,028 shares; 2025Q1: 61,340 shares; 2025Q2: 466,916 shares; 2025Q3: 530,507 shares; 2025Q4: 451,157 shares 451,157 $15.3M 2.05% -79,350 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: 247,415 shares; 2024Q4: 259,534 shares; 2025Q1: not reported; 2025Q2: 249,751 shares; 2025Q3: 258,524 shares; 2025Q4: 266,429 shares 266,429 $15.2M 2.05% +7,905 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: 69,577 shares; 2024Q4: 73,353 shares; 2025Q1: 55,230 shares; 2025Q2: 107,626 shares; 2025Q3: 96,069 shares; 2025Q4: 57,905 shares 57,905 $14.3M 1.93% -38,164 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: 36,499 shares; 2024Q4: 16,686 shares; 2025Q1: 17,997 shares; 2025Q2: 79,968 shares; 2025Q3: 31,397 shares; 2025Q4: 41,564 shares 41,564 $14M 1.87% +10,167 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: 161,458 shares; 2024Q4: 165,869 shares; 2025Q1: 193,691 shares; 2025Q2: 191,164 shares; 2025Q3: 201,123 shares; 2025Q4: 130,988 shares 130,988 $13.5M 1.81% -70,135 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: 36,188 shares; 2024Q4: 45,723 shares; 2025Q1: 15,757 shares; 2025Q2: 54,790 shares; 2025Q3: 54,850 shares; 2025Q4: 39,823 shares 39,823 $12.5M 1.68% -15,027 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: 11,836 shares; 2024Q4: 12,282 shares; 2025Q1: 7,507 shares; 2025Q2: 19,427 shares; 2025Q3: 16,398 shares; 2025Q4: 16,777 shares 16,777 $11.5M 1.55% +379 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: 49,518 shares; 2024Q4: 46,713 shares; 2025Q1: 11,670 shares; 2025Q2: 49,627 shares; 2025Q3: 42,446 shares; 2025Q4: 32,641 shares 32,641 $11.4M 1.53% -9,805 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,409 shares; 2024Q4: 135,599 shares; 2025Q1: not reported; 2025Q2: 127,155 shares; 2025Q3: 132,531 shares; 2025Q4: 137,295 shares 137,295 $10.4M 1.4% +4,764 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: 27,256 shares; 2024Q4: 26,767 shares; 2025Q1: 1,414 shares; 2025Q2: 31,109 shares; 2025Q3: 31,956 shares; 2025Q4: 30,357 shares 30,357 $9.55M 1.28% -1,599 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: 288,115 shares; 2024Q4: 291,159 shares; 2025Q1: 9,332 shares; 2025Q2: 298,978 shares; 2025Q3: 303,847 shares; 2025Q4: 297,116 shares 297,116 $8.73M 1.17% -6,731 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: 79,610 shares; 2024Q4: 51,587 shares; 2025Q1: not reported; 2025Q2: 70,160 shares; 2025Q3: 68,851 shares; 2025Q4: 71,696 shares 71,696 $8.67M 1.16% +2,845 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: 13,644 shares; 2025Q2: 116,055 shares; 2025Q3: 129,078 shares; 2025Q4: 138,885 shares 138,885 $8.56M 1.15% +9,807 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: 37,358 shares; 2024Q4: 35,375 shares; 2025Q1: 7,547 shares; 2025Q2: 46,902 shares; 2025Q3: 45,431 shares; 2025Q4: 39,787 shares 39,787 $8.23M 1.11% -5,644 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: 112,291 shares; 2024Q4: 112,553 shares; 2025Q1: 95,438 shares; 2025Q2: 100,276 shares; 2025Q3: 115,711 shares; 2025Q4: 79,040 shares 79,040 $8.13M 1.09% -36,671 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: 155,187 shares; 2024Q4: 164,544 shares; 2025Q1: 159,337 shares; 2025Q2: 185,970 shares; 2025Q3: 208,868 shares; 2025Q4: 90,460 shares 90,460 $8.11M 1.09% -118,408 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: 9,869 shares; 2024Q4: 10,466 shares; 2025Q1: 6,827 shares; 2025Q2: 24,873 shares; 2025Q3: 20,369 shares; 2025Q4: 17,513 shares 17,513 $7.94M 1.07% -2,856 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,622 shares; 2024Q4: 169,774 shares; 2025Q1: 9,820 shares; 2025Q2: 155,055 shares; 2025Q3: 151,735 shares; 2025Q4: 153,391 shares 153,391 $7.79M 1.05% +1,656 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,091 shares; 2024Q4: 20,937 shares; 2025Q1: 8,721 shares; 2025Q2: 26,836 shares; 2025Q3: 30,265 shares; 2025Q4: 24,046 shares 24,046 $7.77M 1.04% -6,219 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: 51,845 shares; 2024Q4: 49,299 shares; 2025Q1: 34,896 shares; 2025Q2: 57,552 shares; 2025Q3: 49,598 shares; 2025Q4: 35,541 shares 35,541 $7.09M 0.95% -14,057 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: 5,269 shares; 2024Q4: 4,789 shares; 2025Q1: 2,424 shares; 2025Q2: 17,026 shares; 2025Q3: 6,202 shares; 2025Q4: 6,003 shares 6,003 $6.48M 0.87% -199 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,425 shares; 2025Q2: 62,676 shares; 2025Q3: 63,844 shares; 2025Q4: 68,542 shares 68,542 $6.37M 0.86% +4,698 Timeline SLYV 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: 37,317 shares; 2025Q2: 100,456 shares; 2025Q3: 101,471 shares; 2025Q4: 68,099 shares 68,099 $6.25M 0.84% -33,372 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: 11,937 shares; 2024Q4: 10,214 shares; 2025Q1: 679 shares; 2025Q2: 15,091 shares; 2025Q3: 11,302 shares; 2025Q4: 11,802 shares 11,802 $5.94M 0.8% +500 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: 185,850 shares; 2024Q4: 197,752 shares; 2025Q1: not reported; 2025Q2: 96,144 shares; 2025Q3: 97,778 shares; 2025Q4: 99,132 shares 99,132 $5.8M 0.78% +1,354 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: 10,987 shares; 2024Q4: 11,059 shares; 2025Q1: 952 shares; 2025Q2: 12,694 shares; 2025Q3: 16,820 shares; 2025Q4: 16,178 shares 16,178 $5.72M 0.77% -642 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: 108,991 shares; 2024Q4: 121,015 shares; 2025Q1: not reported; 2025Q2: 129,931 shares; 2025Q3: 128,555 shares; 2025Q4: 127,823 shares 127,823 $5.7M 0.77% -732 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: 5,702 shares; 2024Q4: 8,122 shares; 2025Q1: 3,880 shares; 2025Q2: 20,015 shares; 2025Q3: 10,997 shares; 2025Q4: 8,504 shares 8,504 $5.66M 0.76% -2,493 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: 140,649 shares; 2024Q4: 106,159 shares; 2025Q1: 27,173 shares; 2025Q2: 114,832 shares; 2025Q3: 114,025 shares; 2025Q4: 85,549 shares 85,549 $4.94M 0.66% -28,476 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: 14,630 shares; 2024Q4: 15,164 shares; 2025Q1: 4,351 shares; 2025Q2: 23,185 shares; 2025Q3: 19,551 shares; 2025Q4: 13,810 shares 13,810 $4.78M 0.64% -5,741 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: 4,299 shares; 2024Q4: 3,603 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,936 shares; 2025Q4: 7,494 shares 7,494 $4.62M 0.62% -442 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: 121,729 shares; 2024Q4: 115,362 shares; 2025Q1: not reported; 2025Q2: 118,445 shares; 2025Q3: 115,736 shares; 2025Q4: 110,928 shares 110,928 $4.51M 0.61% -4,808 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: 39,592 shares; 2024Q4: 35,299 shares; 2025Q1: not reported; 2025Q2: 35,454 shares; 2025Q3: 35,369 shares; 2025Q4: 40,190 shares 40,190 $4.5M 0.6% +4,821 Timeline HYD 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,289 shares 84,289 $4.31M 0.58% new 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: not reported; 2024Q4: not reported; 2025Q1: 41,821 shares; 2025Q2: 242,535 shares; 2025Q3: 300,794 shares; 2025Q4: 316,261 shares 316,261 $4.24M 0.57% +15,467 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: 6,640 shares; 2024Q4: 4,684 shares; 2025Q1: 1,824 shares; 2025Q2: 16,986 shares; 2025Q3: 13,572 shares; 2025Q4: 12,464 shares 12,464 $4.14M 0.56% -1,108 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,221 shares; 2024Q4: 57,170 shares; 2025Q1: not reported; 2025Q2: 80,270 shares; 2025Q3: 88,868 shares; 2025Q4: 96,360 shares 96,360 $4.1M 0.55% +7,492 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: 8,055 shares; 2024Q4: 8,208 shares; 2025Q1: 2,939 shares; 2025Q2: 16,361 shares; 2025Q3: 9,498 shares; 2025Q4: 7,095 shares 7,095 $4.09M 0.55% -2,403 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: 59,444 shares; 2025Q3: 57,718 shares; 2025Q4: 59,298 shares 59,298 $4.09M 0.55% +1,580 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: 20,964 shares; 2024Q4: 26,039 shares; 2025Q1: 13,908 shares; 2025Q2: 30,392 shares; 2025Q3: 26,761 shares; 2025Q4: 20,751 shares 20,751 $4.07M 0.55% -6,010 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: 6,961 shares; 2024Q4: 5,792 shares; 2025Q1: 2,118 shares; 2025Q2: 19,582 shares; 2025Q3: 6,153 shares; 2025Q4: 4,395 shares 4,395 $3.8M 0.51% -1,758 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,806 shares; 2024Q4: 17,287 shares; 2025Q1: not reported; 2025Q2: 22,164 shares; 2025Q3: 26,825 shares; 2025Q4: 28,272 shares 28,272 $3.72M 0.5% +1,447 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,864 shares; 2024Q4: 64,978 shares; 2025Q1: not reported; 2025Q2: 62,477 shares; 2025Q3: 58,762 shares; 2025Q4: 58,008 shares 58,008 $3.64M 0.49% -754 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: 25,827 shares; 2024Q4: 35,977 shares; 2025Q1: 27,480 shares; 2025Q2: 28,019 shares; 2025Q3: 29,557 shares; 2025Q4: 31,524 shares 31,524 $3.38M 0.45% +1,967 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: 10,888 shares; 2024Q4: 37,238 shares; 2025Q1: not reported; 2025Q2: 47,250 shares; 2025Q3: 25,956 shares; 2025Q4: 31,801 shares 31,801 $3.37M 0.45% +5,845 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: 13,480 shares; 2024Q4: 13,582 shares; 2025Q1: 3,214 shares; 2025Q2: 16,641 shares; 2025Q3: 18,592 shares; 2025Q4: 14,643 shares 14,643 $3.36M 0.45% -3,949 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: 2,015 shares; 2024Q4: 2,390 shares; 2025Q1: not reported; 2025Q2: 4,180 shares; 2025Q3: 7,534 shares; 2025Q4: 10,626 shares 10,626 $3.31M 0.44% +3,092 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: 14,900 shares; 2024Q4: 15,778 shares; 2025Q1: 3,848 shares; 2025Q2: 22,057 shares; 2025Q3: 17,276 shares; 2025Q4: 11,970 shares 11,970 $3.18M 0.43% -5,306 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: 37,315 shares; 2024Q4: 36,373 shares; 2025Q1: not reported; 2025Q2: 36,854 shares; 2025Q3: 38,128 shares; 2025Q4: 37,203 shares 37,203 $3M 0.4% -925 Timeline COPX 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: 39,178 shares; 2025Q3: 37,936 shares; 2025Q4: 38,485 shares 38,485 $2.79M 0.37% +549 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: 255,595 shares; 2024Q4: 245,780 shares; 2025Q1: 62,615 shares; 2025Q2: 48,787 shares; 2025Q3: 49,671 shares; 2025Q4: 40,863 shares 40,863 $2.71M 0.36% -8,808 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: 14,123 shares; 2024Q4: 13,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,301 shares; 2025Q4: 14,488 shares 14,488 $2.67M 0.36% +187 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: 9,221 shares; 2024Q4: 10,202 shares; 2025Q1: not reported; 2025Q2: 20,690 shares; 2025Q3: 27,198 shares; 2025Q4: 33,017 shares 33,017 $2.55M 0.34% +5,819 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: 6,461 shares; 2024Q4: 6,498 shares; 2025Q1: not reported; 2025Q2: 7,823 shares; 2025Q3: 6,552 shares; 2025Q4: 6,809 shares 6,809 $2.54M 0.34% +257 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: 8,559 shares; 2024Q4: 8,116 shares; 2025Q1: not reported; 2025Q2: 9,562 shares; 2025Q3: 9,256 shares; 2025Q4: 7,649 shares 7,649 $2.51M 0.34% -1,607 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: 28,636 shares; 2024Q4: 30,576 shares; 2025Q1: 5,524 shares; 2025Q2: 26,670 shares; 2025Q3: 26,301 shares; 2025Q4: 16,369 shares 16,369 $2.49M 0.33% -9,932 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: 5,069 shares; 2024Q4: 5,454 shares; 2025Q1: 2,081 shares; 2025Q2: 10,765 shares; 2025Q3: 6,481 shares; 2025Q4: 4,815 shares 4,815 $2.47M 0.33% -1,666 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: 8,406 shares; 2024Q4: 9,007 shares; 2025Q1: 3,418 shares; 2025Q2: 13,527 shares; 2025Q3: 11,005 shares; 2025Q4: 8,003 shares 8,003 $2.46M 0.33% -3,002 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: 42,195 shares; 2024Q4: 39,367 shares; 2025Q1: not reported; 2025Q2: 47,786 shares; 2025Q3: 48,638 shares; 2025Q4: 42,012 shares 42,012 $2.4M 0.32% -6,626 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: 12,777 shares; 2024Q4: 8,977 shares; 2025Q1: not reported; 2025Q2: 30,518 shares; 2025Q3: 31,052 shares; 2025Q4: 15,892 shares 15,892 $2.29M 0.31% -15,160 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: 10,958 shares; 2025Q1: not reported; 2025Q2: 12,050 shares; 2025Q3: 10,387 shares; 2025Q4: 12,488 shares 12,488 $2.25M 0.3% +2,101 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: 46,983 shares; 2024Q4: 48,362 shares; 2025Q1: 75,808 shares; 2025Q2: 76,237 shares; 2025Q3: 93,535 shares; 2025Q4: 33,001 shares 33,001 $2.22M 0.3% -60,534 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: 5,906 shares; 2024Q4: 5,976 shares; 2025Q1: not reported; 2025Q2: 8,798 shares; 2025Q3: 7,889 shares; 2025Q4: 6,385 shares 6,385 $2.17M 0.29% -1,504 Timeline NLR 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: not reported; 2025Q2: 17,887 shares; 2025Q3: 17,103 shares; 2025Q4: 17,336 shares 17,336 $2.15M 0.29% +233 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: 48,065 shares; 2024Q4: 34,651 shares; 2025Q1: 9,702 shares; 2025Q2: 37,698 shares; 2025Q3: 21,195 shares; 2025Q4: 13,224 shares 13,224 $2.14M 0.29% -7,971 Timeline WCMI 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: not reported; 2025Q1: not reported; 2025Q2: 115,945 shares; 2025Q3: 122,150 shares; 2025Q4: 124,489 shares 124,489 $2.13M 0.29% +2,339 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: 2,565 shares; 2024Q4: 3,261 shares; 2025Q1: 988 shares; 2025Q2: 22,189 shares; 2025Q3: 3,438 shares; 2025Q4: 22,005 shares 22,005 $2.06M 0.28% +18,567 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,331 shares; 2025Q3: 20,010 shares; 2025Q4: 19,962 shares 19,962 $1.99M 0.27% -48 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: 7,940 shares; 2024Q4: 7,432 shares; 2025Q1: not reported; 2025Q2: 8,740 shares; 2025Q3: 8,201 shares; 2025Q4: 8,151 shares 8,151 $1.98M 0.27% -50 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: 23,621 shares; 2024Q4: 23,240 shares; 2025Q1: not reported; 2025Q2: 23,944 shares; 2025Q3: 26,357 shares; 2025Q4: 27,819 shares 27,819 $1.95M 0.26% +1,462 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: 16,903 shares; 2024Q4: 14,672 shares; 2025Q1: not reported; 2025Q2: 14,945 shares; 2025Q3: 15,737 shares; 2025Q4: 15,809 shares 15,809 $1.86M 0.25% +72 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: not reported; 2025Q1: not reported; 2025Q2: 44,454 shares; 2025Q3: 46,157 shares; 2025Q4: 46,306 shares 46,306 $1.79M 0.24% +149 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: 2,340 shares; 2024Q4: 1,984 shares; 2025Q1: not reported; 2025Q2: 4,933 shares; 2025Q3: 2,971 shares; 2025Q4: 3,542 shares 3,542 $1.73M 0.23% +571 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: 4,187 shares; 2024Q4: 4,197 shares; 2025Q1: not reported; 2025Q2: 6,104 shares; 2025Q3: 8,924 shares; 2025Q4: 7,714 shares 7,714 $1.71M 0.23% -1,210 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: 8,571 shares; 2024Q4: 12,979 shares; 2025Q1: not reported; 2025Q2: 14,004 shares; 2025Q3: 14,687 shares; 2025Q4: 13,478 shares 13,478 $1.7M 0.23% -1,209 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,925 shares; 2024Q4: 10,803 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,684 shares; 2025Q4: 21,001 shares 21,001 $1.69M 0.23% +9,317 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: 7,341 shares; 2024Q4: 8,893 shares; 2025Q1: not reported; 2025Q2: 9,888 shares; 2025Q3: 8,615 shares; 2025Q4: 8,656 shares 8,656 $1.61M 0.22% +41 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: not reported; 2025Q3: 1,492 shares; 2025Q4: 5,467 shares 5,467 $1.59M 0.21% +3,975 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: 16,155 shares; 2024Q4: 15,670 shares; 2025Q1: not reported; 2025Q2: 17,456 shares; 2025Q3: 16,632 shares; 2025Q4: 15,867 shares 15,867 $1.58M 0.21% -765 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: 14,550 shares; 2024Q4: 15,089 shares; 2025Q1: not reported; 2025Q2: 14,752 shares; 2025Q3: 16,031 shares; 2025Q4: 26,308 shares 26,308 $1.58M 0.21% +10,277 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: 14,723 shares; 2024Q4: 12,837 shares; 2025Q1: not reported; 2025Q2: 13,514 shares; 2025Q3: 13,771 shares; 2025Q4: 10,854 shares 10,854 $1.56M 0.21% -2,917 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: 7,908 shares; 2024Q4: 8,927 shares; 2025Q1: 6,859 shares; 2025Q2: 9,335 shares; 2025Q3: 9,064 shares; 2025Q4: 9,185 shares 9,185 $1.55M 0.21% +121 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: 106,453 shares; 2024Q4: 104,233 shares; 2025Q1: 55,290 shares; 2025Q2: 115,484 shares; 2025Q3: 117,879 shares; 2025Q4: 60,740 shares 60,740 $1.51M 0.2% -57,139 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: 8,071 shares; 2024Q4: 8,017 shares; 2025Q1: not reported; 2025Q2: 8,896 shares; 2025Q3: 9,073 shares; 2025Q4: 8,477 shares 8,477 $1.49M 0.2% -596 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: not reported; 2024Q4: 386 shares; 2025Q1: 2,030 shares; 2025Q2: 11,461 shares; 2025Q3: 3,459 shares; 2025Q4: 2,520 shares 2,520 $1.44M 0.19% -939 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 9,160 shares; 2025Q3: 9,119 shares; 2025Q4: 8,794 shares 8,794 $1.28M 0.17% -325 Timeline AGGY 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: 370,765 shares; 2024Q4: 403,739 shares; 2025Q1: not reported; 2025Q2: 38,088 shares; 2025Q3: 29,369 shares; 2025Q4: 27,729 shares 27,729 $1.22M 0.16% -1,640 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: 32,348 shares; 2024Q4: 32,434 shares; 2025Q1: not reported; 2025Q2: 32,599 shares; 2025Q3: 30,321 shares; 2025Q4: 30,391 shares 30,391 $1.21M 0.16% +70 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: 2,753 shares; 2024Q4: 2,065 shares; 2025Q1: not reported; 2025Q2: 2,104 shares; 2025Q3: 2,096 shares; 2025Q4: 2,484 shares 2,484 $1.18M 0.16% +388 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: 1,642 shares; 2024Q4: 1,641 shares; 2025Q1: not reported; 2025Q2: 5,899 shares; 2025Q3: 2,375 shares; 2025Q4: 1,741 shares 1,741 $1.17M 0.16% -634 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: 5,571 shares; 2024Q4: 5,843 shares; 2025Q1: not reported; 2025Q2: 9,961 shares; 2025Q3: 12,729 shares; 2025Q4: 16,491 shares 16,491 $1.15M 0.15% +3,762 Timeline ITOT 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: 6,639 shares; 2024Q4: 6,231 shares; 2025Q1: not reported; 2025Q2: 6,996 shares; 2025Q3: 7,440 shares; 2025Q4: 7,552 shares 7,552 $1.13M 0.15% +112 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: 2,995 shares; 2025Q1: not reported; 2025Q2: 4,098 shares; 2025Q3: 3,889 shares; 2025Q4: 6,509 shares 6,509 $1.12M 0.15% +2,620 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: 6,247 shares; 2024Q4: 9,440 shares; 2025Q1: 9,454 shares; 2025Q2: 15,531 shares; 2025Q3: 14,858 shares; 2025Q4: 5,908 shares 5,908 $1.06M 0.14% -8,950 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: 2,436 shares; 2024Q4: 3,276 shares; 2025Q1: not reported; 2025Q2: 4,461 shares; 2025Q3: 3,735 shares; 2025Q4: 4,000 shares 4,000 $1.04M 0.14% +265 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: 14,088 shares; 2024Q4: 14,335 shares; 2025Q1: 12,808 shares; 2025Q2: 18,253 shares; 2025Q3: 17,298 shares; 2025Q4: 6,423 shares 6,423 $1.03M 0.14% -10,875 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: not reported; 2024Q4: 16,751 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,233 shares 10,233 $1.02M 0.14% 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: 20,067 shares; 2024Q4: 15,761 shares; 2025Q1: 8,392 shares; 2025Q2: 18,848 shares; 2025Q3: 18,468 shares; 2025Q4: 11,246 shares 11,246 $985K 0.13% -7,222 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: 6,787 shares; 2024Q4: 6,866 shares; 2025Q1: 6,217 shares; 2025Q2: 12,964 shares; 2025Q3: 1,804 shares; 2025Q4: 1,603 shares 1,603 $920K 0.12% -201 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: 3,543 shares; 2025Q3: 626 shares; 2025Q4: 1,380 shares 1,380 $907K 0.12% +754 Timeline SPLV 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: 13,757 shares; 2024Q4: 12,175 shares; 2025Q1: not reported; 2025Q2: 12,602 shares; 2025Q3: 12,089 shares; 2025Q4: 12,565 shares 12,565 $904K 0.12% +476 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: 954 shares; 2024Q4: 937 shares; 2025Q1: not reported; 2025Q2: 7,187 shares; 2025Q3: 1,201 shares; 2025Q4: 5,841 shares 5,841 $900K 0.12% +4,640 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: 2,161 shares; 2024Q4: 6,361 shares; 2025Q1: 5,754 shares; 2025Q2: 2,778 shares; 2025Q3: 2,926 shares; 2025Q4: 4,129 shares 4,129 $887K 0.12% +1,203 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,896 shares; 2025Q4: 26,727 shares 26,727 $878K 0.12% +5,831 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,738 shares 8,738 $873K 0.12% new Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST 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: not reported; 2025Q4: 39,441 shares 39,441 $870K 0.12% new Timeline TOTL 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: 5,457 shares; 2024Q4: 6,021 shares; 2025Q1: 6,206 shares; 2025Q2: 4,843 shares; 2025Q3: 9,075 shares; 2025Q4: 21,052 shares 21,052 $849K 0.11% +11,977 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: 5,169 shares; 2024Q4: 5,191 shares; 2025Q1: not reported; 2025Q2: 8,351 shares; 2025Q3: 6,263 shares; 2025Q4: 2,409 shares 2,409 $847K 0.11% -3,854 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: 4,168 shares; 2024Q4: 3,919 shares; 2025Q1: not reported; 2025Q2: 5,068 shares; 2025Q3: 5,017 shares; 2025Q4: 5,028 shares 5,028 $828K 0.11% +11 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: 41,106 shares; 2024Q4: 47,477 shares; 2025Q1: 41,457 shares; 2025Q2: 64,677 shares; 2025Q3: 73,703 shares; 2025Q4: 32,836 shares 32,836 $820K 0.11% -40,867 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 6,960 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,039 shares; 2025Q4: 7,437 shares 7,437 $818K 0.11% +398 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: 5,103 shares; 2024Q4: 4,936 shares; 2025Q1: not reported; 2025Q2: 5,243 shares; 2025Q3: 6,049 shares; 2025Q4: 6,000 shares 6,000 $777K 0.1% -49 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,855 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,926 shares; 2025Q4: 17,747 shares 17,747 $774K 0.1% -31,179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,847 shares; 2025Q3: 6,850 shares; 2025Q4: 2,521 shares 2,521 $762K 0.1% -4,329 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: 25,251 shares; 2024Q4: 27,290 shares; 2025Q1: not reported; 2025Q2: 28,063 shares; 2025Q3: 28,017 shares; 2025Q4: 27,524 shares 27,524 $752K 0.1% -493 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: 8,089 shares; 2024Q4: 510 shares; 2025Q1: not reported; 2025Q2: 1,730 shares; 2025Q3: 640 shares; 2025Q4: 1,192 shares 1,192 $750K 0.1% +552 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,540 shares; 2025Q1: not reported; 2025Q2: 11,125 shares; 2025Q3: 11,497 shares; 2025Q4: 15,500 shares 15,500 $745K 0.1% +4,003 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,880 shares; 2025Q3: not reported; 2025Q4: 5,092 shares 5,092 $734K 0.1% new 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: 2,743 shares; 2024Q4: 2,501 shares; 2025Q1: not reported; 2025Q2: 3,963 shares; 2025Q3: 3,904 shares; 2025Q4: 4,099 shares 4,099 $710K 0.1% +195 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 46,587 shares; 2025Q4: 46,998 shares 46,998 $704K 0.09% +411 Timeline CIBR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,763 shares 9,763 $698K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,582 shares; 2025Q4: 3,340 shares 3,340 $691K 0.09% -5,242 Timeline INDA 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: 7,516 shares; 2024Q4: 8,481 shares; 2025Q1: 10,456 shares; 2025Q2: 9,651 shares; 2025Q3: 12,116 shares; 2025Q4: 12,679 shares 12,679 $685K 0.09% +563 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: 17,802 shares; 2024Q4: 21,843 shares; 2025Q1: not reported; 2025Q2: 6,803 shares; 2025Q3: 6,526 shares; 2025Q4: 12,628 shares 12,628 $683K 0.09% +6,102 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: 3,948 shares; 2024Q4: 5,012 shares; 2025Q1: not reported; 2025Q2: 5,054 shares; 2025Q3: 4,123 shares; 2025Q4: 3,462 shares 3,462 $680K 0.09% -661 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: 1,987 shares; 2024Q4: 1,782 shares; 2025Q1: not reported; 2025Q2: 3,246 shares; 2025Q3: 2,037 shares; 2025Q4: 1,886 shares 1,886 $674K 0.09% -151 Timeline IWO 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: 2,039 shares 2,039 $664K 0.09% new 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: 2,553 shares; 2024Q4: 2,488 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,609 shares 6,609 $663K 0.09% new Timeline CLOI 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: 11,479 shares; 2024Q4: 11,639 shares; 2025Q1: not reported; 2025Q2: 12,145 shares; 2025Q3: 12,383 shares; 2025Q4: 12,494 shares 12,494 $660K 0.09% +111 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: not reported; 2025Q3: not reported; 2025Q4: 4,676 shares 4,676 $660K 0.09% new Timeline BKSE BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 5,329 shares; 2025Q4: 5,714 shares 5,714 $648K 0.09% +385 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,470 shares; 2024Q4: 4,127 shares; 2025Q1: not reported; 2025Q2: 27,179 shares; 2025Q3: 27,866 shares; 2025Q4: 15,859 shares 15,859 $648K 0.09% -12,007 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: 517 shares; 2024Q4: 483 shares; 2025Q1: not reported; 2025Q2: 4,124 shares; 2025Q3: 648 shares; 2025Q4: 729 shares 729 $642K 0.09% +81 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: 3,969 shares; 2024Q4: 1,619 shares; 2025Q1: not reported; 2025Q2: 2,929 shares; 2025Q3: 1,631 shares; 2025Q4: 1,604 shares 1,604 $631K 0.08% -27 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: 9,686 shares; 2024Q4: 8,564 shares; 2025Q1: not reported; 2025Q2: 8,148 shares; 2025Q3: 6,724 shares; 2025Q4: 13,930 shares 13,930 $626K 0.08% +7,206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,138 shares; 2025Q3: 9,282 shares; 2025Q4: 13,064 shares 13,064 $612K 0.08% +3,782 Timeline BKEM BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 6,142 shares; 2025Q3: 7,772 shares; 2025Q4: 8,105 shares 8,105 $609K 0.08% +333 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 4,881 shares; 2025Q3: 6,164 shares; 2025Q4: 6,544 shares 6,544 $607K 0.08% +380 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: 2,529 shares; 2024Q4: 2,385 shares; 2025Q1: not reported; 2025Q2: 2,590 shares; 2025Q3: 2,689 shares; 2025Q4: 2,776 shares 2,776 $601K 0.08% +87 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: 78 shares; 2024Q4: 78 shares; 2025Q1: not reported; 2025Q2: 40,600 shares; 2025Q3: 83 shares; 2025Q4: 109 shares 109 $591K 0.08% +26 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: 3,619 shares; 2024Q4: 3,561 shares; 2025Q1: not reported; 2025Q2: 4,082 shares; 2025Q3: 4,030 shares; 2025Q4: 3,727 shares 3,727 $577K 0.08% -303 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,395 shares; 2024Q4: 17,137 shares; 2025Q1: 6,832 shares; 2025Q2: 12,072 shares; 2025Q3: 12,095 shares; 2025Q4: 5,409 shares 5,409 $560K 0.08% -6,686 Timeline MSMR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,213 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,663 shares 15,663 $546K 0.07% new 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: 1,323 shares; 2024Q4: 1,039 shares; 2025Q1: 2,037 shares; 2025Q2: 11,995 shares; 2025Q3: 1,159 shares; 2025Q4: 1,142 shares 1,142 $542K 0.07% -17 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: 28,214 shares; 2024Q4: 30,085 shares; 2025Q1: 16,348 shares; 2025Q2: 25,030 shares; 2025Q3: 27,268 shares; 2025Q4: 10,843 shares 10,843 $537K 0.07% -16,425 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: 2,130 shares; 2024Q4: 2,160 shares; 2025Q1: not reported; 2025Q2: 3,280 shares; 2025Q3: 2,645 shares; 2025Q4: 2,043 shares 2,043 $531K 0.07% -602 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: not reported; 2025Q3: 4,292 shares; 2025Q4: 6,063 shares 6,063 $524K 0.07% +1,771 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,686 shares; 2024Q4: 13,778 shares; 2025Q1: not reported; 2025Q2: 13,849 shares; 2025Q3: 13,416 shares; 2025Q4: 3,329 shares 3,329 $521K 0.07% -10,087 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: 1,172 shares; 2024Q4: 1,423 shares; 2025Q1: not reported; 2025Q2: 2,862 shares; 2025Q3: 2,471 shares; 2025Q4: 1,897 shares 1,897 $520K 0.07% -574 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES 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: not reported; 2025Q4: 1,324 shares 1,324 $518K 0.07% new Timeline VLUE 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: 3,513 shares; 2024Q4: 3,566 shares; 2025Q1: not reported; 2025Q2: 3,685 shares; 2025Q3: 3,735 shares; 2025Q4: 3,757 shares 3,757 $518K 0.07% +22 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 14,636 shares; 2025Q1: not reported; 2025Q2: 25,706 shares; 2025Q3: 31,738 shares; 2025Q4: 31,721 shares 31,721 $513K 0.07% -17 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,425 shares; 2024Q4: 6,066 shares; 2025Q1: not reported; 2025Q2: 7,609 shares; 2025Q3: 6,283 shares; 2025Q4: 6,721 shares 6,721 $508K 0.07% +438 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: 6,819 shares; 2024Q4: 6,935 shares; 2025Q1: 7,046 shares; 2025Q2: 7,164 shares; 2025Q3: 7,286 shares; 2025Q4: 15,609 shares 15,609 $500K 0.07% +8,323 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 357 shares; 2025Q4: 535 shares 535 $500K 0.07% +178 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: not reported; 2024Q4: 1,013 shares; 2025Q1: not reported; 2025Q2: 1,890 shares; 2025Q3: 2,019 shares; 2025Q4: 1,652 shares 1,652 $499K 0.07% -367 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,476 shares; 2024Q4: 8,406 shares; 2025Q1: not reported; 2025Q2: 9,723 shares; 2025Q3: 10,159 shares; 2025Q4: 8,679 shares 8,679 $491K 0.07% -1,480 Timeline PYLD 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: 14,801 shares; 2025Q4: 17,957 shares 17,957 $482K 0.06% +3,156 Timeline PCG PG&E CORP More: the full row for PG&E 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: 12,039 shares; 2025Q4: 29,838 shares 29,838 $479K 0.06% +17,799 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: not reported; 2025Q1: not reported; 2025Q2: 1,449 shares; 2025Q3: 3,183 shares; 2025Q4: 3,641 shares 3,641 $478K 0.06% +458 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED 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: 1,985 shares; 2025Q3: not reported; 2025Q4: 1,525 shares 1,525 $476K 0.06% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,179 shares; 2024Q4: 3,093 shares; 2025Q1: not reported; 2025Q2: 3,501 shares; 2025Q3: 3,127 shares; 2025Q4: 2,411 shares 2,411 $465K 0.06% -716 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION 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: 2,865 shares 2,865 $465K 0.06% new 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: 9,046 shares; 2024Q4: 8,062 shares; 2025Q1: not reported; 2025Q2: 8,478 shares; 2025Q3: 8,224 shares; 2025Q4: 5,954 shares 5,954 $461K 0.06% -2,270 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: 1,426 shares; 2024Q4: 1,209 shares; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: 1,108 shares; 2025Q4: 508 shares 508 $454K 0.06% -600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,770 shares; 2025Q3: 9,465 shares; 2025Q4: 8,206 shares 8,206 $452K 0.06% -1,259 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: 9,452 shares; 2025Q1: not reported; 2025Q2: 10,526 shares; 2025Q3: 11,611 shares; 2025Q4: 9,552 shares 9,552 $451K 0.06% -2,059 Timeline HDV 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: 1,967 shares; 2024Q4: 1,862 shares; 2025Q1: not reported; 2025Q2: 2,539 shares; 2025Q3: 2,300 shares; 2025Q4: 3,671 shares 3,671 $449K 0.06% +1,371 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: 333 shares; 2025Q1: not reported; 2025Q2: 4,537 shares; 2025Q3: 319 shares; 2025Q4: 415 shares 415 $449K 0.06% +96 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: 1,779 shares; 2024Q4: 1,349 shares; 2025Q1: not reported; 2025Q2: 1,799 shares; 2025Q3: 5,164 shares; 2025Q4: 2,873 shares 2,873 $446K 0.06% -2,291 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: 4,423 shares; 2024Q4: 4,619 shares; 2025Q1: not reported; 2025Q2: 3,774 shares; 2025Q3: 3,888 shares; 2025Q4: 3,613 shares 3,613 $445K 0.06% -275 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: 79,600 shares; 2024Q4: 83,866 shares; 2025Q1: 15,603 shares; 2025Q2: 6,017 shares; 2025Q3: 6,127 shares; 2025Q4: 5,862 shares 5,862 $435K 0.06% -265 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 15,312 shares; 2025Q3: 12,256 shares; 2025Q4: 9,632 shares 9,632 $426K 0.06% -2,624 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP 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: 10,298 shares 10,298 $424K 0.06% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 3,436 shares; 2025Q1: not reported; 2025Q2: 3,694 shares; 2025Q3: 3,453 shares; 2025Q4: 3,287 shares 3,287 $422K 0.06% -166 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: not reported; 2024Q4: 3,106 shares; 2025Q1: not reported; 2025Q2: 5,038 shares; 2025Q3: 4,353 shares; 2025Q4: 4,401 shares 4,401 $414K 0.06% +48 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: 1,394 shares; 2024Q4: 1,357 shares; 2025Q1: not reported; 2025Q2: 3,092 shares; 2025Q3: 844 shares; 2025Q4: 708 shares 708 $413K 0.06% -136 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,578 shares; 2025Q3: 8,576 shares; 2025Q4: 8,057 shares 8,057 $413K 0.06% -519 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,033 shares; 2025Q1: not reported; 2025Q2: 3,411 shares; 2025Q3: 2,069 shares; 2025Q4: 2,333 shares 2,333 $412K 0.06% +264 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,775 shares 6,775 $407K 0.05% new 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: 2,207 shares; 2024Q4: 1,807 shares; 2025Q1: not reported; 2025Q2: 2,971 shares; 2025Q3: 2,103 shares; 2025Q4: 1,695 shares 1,695 $395K 0.05% -408 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,082 shares; 2025Q1: not reported; 2025Q2: 2,374 shares; 2025Q3: 2,734 shares; 2025Q4: 3,537 shares 3,537 $395K 0.05% +803 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,507 shares; 2025Q3: 4,148 shares; 2025Q4: 4,005 shares 4,005 $386K 0.05% -143 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: 9,436 shares; 2024Q4: 6,566 shares; 2025Q1: 4,635 shares; 2025Q2: 11,782 shares; 2025Q3: 9,712 shares; 2025Q4: 1,428 shares 1,428 $385K 0.05% -8,284 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 1,100 shares; 2025Q4: 1,348 shares 1,348 $382K 0.05% +248 Timeline BIZD 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: 50,780 shares; 2024Q4: 49,240 shares; 2025Q1: not reported; 2025Q2: 41,457 shares; 2025Q3: 28,575 shares; 2025Q4: 26,647 shares 26,647 $377K 0.05% -1,928 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: 1,551 shares; 2025Q3: 1,153 shares; 2025Q4: 1,550 shares 1,550 $376K 0.05% +397 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 1,622 shares; 2025Q3: 1,352 shares; 2025Q4: 1,704 shares 1,704 $375K 0.05% +352 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: 1,479 shares; 2024Q4: 1,278 shares; 2025Q1: not reported; 2025Q2: 3,376 shares; 2025Q3: 1,365 shares; 2025Q4: 1,167 shares 1,167 $374K 0.05% -198 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 1,245 shares; 2025Q4: 1,247 shares 1,247 $373K 0.05% +2 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 3,101 shares; 2025Q3: 2,453 shares; 2025Q4: 2,260 shares 2,260 $372K 0.05% -193 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,426 shares; 2024Q4: 16,489 shares; 2025Q1: 5,621 shares; 2025Q2: 9,484 shares; 2025Q3: 9,367 shares; 2025Q4: 4,562 shares 4,562 $369K 0.05% -4,805 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,473 shares; 2025Q3: 1,833 shares; 2025Q4: 1,766 shares 1,766 $369K 0.05% -67 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,276 shares; 2025Q1: not reported; 2025Q2: 2,402 shares; 2025Q3: 1,430 shares; 2025Q4: 821 shares 821 $368K 0.05% -609 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,254 shares; 2025Q3: 3,072 shares; 2025Q4: 3,876 shares 3,876 $364K 0.05% +804 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: 14,011 shares; 2024Q4: 14,575 shares; 2025Q1: 5,328 shares; 2025Q2: 10,029 shares; 2025Q3: 10,517 shares; 2025Q4: 4,858 shares 4,858 $359K 0.05% -5,659 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 843 shares; 2025Q4: 953 shares 953 $356K 0.05% +110 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: 8,256 shares; 2024Q4: 8,868 shares; 2025Q1: not reported; 2025Q2: 9,284 shares; 2025Q3: 9,658 shares; 2025Q4: 7,216 shares 7,216 $347K 0.05% -2,442 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 613 shares 613 $344K 0.05% new Timeline PRF 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: 7,275 shares; 2025Q1: 12,360 shares; 2025Q2: 1,147 shares; 2025Q3: 7,290 shares; 2025Q4: 7,294 shares 7,294 $343K 0.05% +4 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: 3,993 shares; 2024Q4: 3,550 shares; 2025Q1: not reported; 2025Q2: 3,629 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares 3,550 $337K 0.05% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 639 shares; 2025Q3: 2,780 shares; 2025Q4: 4,158 shares 4,158 $337K 0.05% +1,378 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: 4,518 shares; 2024Q4: 6,308 shares; 2025Q1: 6,694 shares; 2025Q2: 12,033 shares; 2025Q3: 11,462 shares; 2025Q4: 3,357 shares 3,357 $333K 0.04% -8,105 Timeline TX TERNIUM SA More: the full row for TERNIUM SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 11,691 shares; 2025Q1: not reported; 2025Q2: 12,258 shares; 2025Q3: 11,703 shares; 2025Q4: 8,705 shares 8,705 $332K 0.04% -2,998 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 3,572 shares; 2025Q4: 1,918 shares 1,918 $330K 0.04% -1,654 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: not reported; 2025Q3: not reported; 2025Q4: 2,385 shares 2,385 $324K 0.04% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP 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: 1,793 shares; 2025Q3: not reported; 2025Q4: 1,410 shares 1,410 $323K 0.04% new 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: 9,138 shares; 2025Q1: 18,276 shares; 2025Q2: 24 shares; 2025Q3: 9,138 shares; 2025Q4: 11,840 shares 11,840 $319K 0.04% +2,702 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,707 shares; 2025Q4: 2,634 shares 2,634 $317K 0.04% +927 Timeline FNDF 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: 9,286 shares; 2025Q2: not reported; 2025Q3: 4,814 shares; 2025Q4: 6,981 shares 6,981 $316K 0.04% +2,167 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 1,996 shares; 2025Q4: 2,302 shares 2,302 $310K 0.04% +306 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: not reported; 2025Q2: 1,563 shares; 2025Q3: 5,083 shares; 2025Q4: 3,781 shares 3,781 $308K 0.04% -1,302 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 3,522 shares 3,522 $304K 0.04% new Timeline IOO 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: 2,366 shares 2,366 $301K 0.04% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 1,561 shares; 2025Q1: not reported; 2025Q2: 1,958 shares; 2025Q3: 1,983 shares; 2025Q4: 1,972 shares 1,972 $298K 0.04% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,676 shares; 2025Q4: 8,053 shares 8,053 $298K 0.04% -1,623 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P 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: 17,810 shares 17,810 $294K 0.04% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 1,208 shares 1,208 $293K 0.04% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,255 shares; 2024Q4: 29,228 shares; 2025Q1: not reported; 2025Q2: 27,925 shares; 2025Q3: 21,841 shares; 2025Q4: 19,879 shares 19,879 $293K 0.04% -1,962 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: not reported; 2025Q4: 4,460 shares 4,460 $290K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,141 shares 2,141 $290K 0.04% new Timeline FNDA 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: 9,172 shares; 2025Q1: 18,344 shares; 2025Q2: 29 shares; 2025Q3: 9,172 shares; 2025Q4: 9,172 shares 9,172 $289K 0.04% 0 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: 705 shares; 2024Q4: 627 shares; 2025Q1: not reported; 2025Q2: 3,287 shares; 2025Q3: 880 shares; 2025Q4: 547 shares 547 $288K 0.04% -333 Timeline FAUG 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: 5,254 shares; 2025Q4: 5,254 shares 5,254 $279K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,298 shares 1,298 $275K 0.04% new 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: 17,569 shares; 2024Q4: 17,799 shares; 2025Q1: 4,264 shares; 2025Q2: 7,462 shares; 2025Q3: 6,532 shares; 2025Q4: 3,248 shares 3,248 $271K 0.04% -3,284 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: not reported; 2025Q3: not reported; 2025Q4: 2,682 shares 2,682 $268K 0.04% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,269 shares; 2025Q3: 324 shares; 2025Q4: 331 shares 331 $268K 0.04% +7 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,022 shares 3,022 $268K 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: not reported; 2024Q4: 525 shares; 2025Q1: not reported; 2025Q2: 2,075 shares; 2025Q3: 246 shares; 2025Q4: 214 shares 214 $266K 0.04% -32 Timeline ESTC ELASTIC N V More: the full row for ELASTIC 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: not reported; 2025Q3: not reported; 2025Q4: 3,528 shares 3,528 $266K 0.04% new 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: 2,468 shares; 2025Q1: not reported; 2025Q2: 3,396 shares; 2025Q3: 2,565 shares; 2025Q4: 2,248 shares 2,248 $263K 0.04% -317 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,810 shares; 2025Q3: 652 shares; 2025Q4: 612 shares 612 $262K 0.04% -40 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 1,992 shares 1,992 $261K 0.04% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 8,158 shares; 2025Q1: not reported; 2025Q2: 9,475 shares; 2025Q3: 2,513 shares; 2025Q4: 1,985 shares 1,985 $261K 0.04% -528 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 1,341 shares 1,341 $261K 0.04% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: not reported; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 427 shares 427 $261K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,538 shares; 2025Q3: 3,981 shares; 2025Q4: 3,491 shares 3,491 $258K 0.03% -490 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS 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: not reported; 2025Q2: 1,866 shares; 2025Q3: 932 shares; 2025Q4: 889 shares 889 $256K 0.03% -43 Timeline NTNX NUTANIX INC More: the full row for NUTANIX 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: 4,791 shares 4,791 $248K 0.03% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: not reported; 2025Q4: 5,526 shares 5,526 $246K 0.03% new Timeline FAPR 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: 5,509 shares; 2025Q4: 5,509 shares 5,509 $245K 0.03% 0 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: 2,759 shares; 2024Q4: 2,725 shares; 2025Q1: not reported; 2025Q2: 3,239 shares; 2025Q3: 3,311 shares; 2025Q4: 2,102 shares 2,102 $244K 0.03% -1,209 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: not reported; 2024Q4: 25,998 shares; 2025Q1: not reported; 2025Q2: 24,412 shares; 2025Q3: not reported; 2025Q4: 8,397 shares 8,397 $242K 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: 294 shares 294 $242K 0.03% new Timeline FNDX 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: 15,234 shares; 2025Q2: 719 shares; 2025Q3: 8,209 shares; 2025Q4: 8,787 shares 8,787 $239K 0.03% +578 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS 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: not reported; 2025Q4: 20,189 shares 20,189 $239K 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: 4,718 shares; 2025Q3: 297 shares; 2025Q4: 411 shares 411 $239K 0.03% +114 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 308 shares 308 $238K 0.03% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,350 shares 2,350 $237K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,019 shares; 2025Q3: 4,407 shares; 2025Q4: 4,736 shares 4,736 $235K 0.03% +329 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 3,513 shares 3,513 $235K 0.03% new 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: not reported; 2025Q2: 4,983 shares; 2025Q3: not reported; 2025Q4: 4,595 shares 4,595 $234K 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: not reported; 2025Q3: not reported; 2025Q4: 806 shares 806 $233K 0.03% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 3,341 shares 3,341 $232K 0.03% new 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: 1,390 shares; 2024Q4: 859 shares; 2025Q1: not reported; 2025Q2: 2,353 shares; 2025Q3: 672 shares; 2025Q4: 501 shares 501 $227K 0.03% -171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,001 shares; 2025Q4: 3,042 shares 3,042 $225K 0.03% +41 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: 5,971 shares; 2024Q4: 3,362 shares; 2025Q1: not reported; 2025Q2: 1,815 shares; 2025Q3: 963 shares; 2025Q4: 891 shares 891 $223K 0.03% -72 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: 2,831 shares; 2024Q4: 2,831 shares; 2025Q1: not reported; 2025Q2: 2,841 shares; 2025Q3: 2,841 shares; 2025Q4: 2,853 shares 2,853 $223K 0.03% +12 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: 404 shares; 2024Q4: 403 shares; 2025Q1: not reported; 2025Q2: 2,403 shares; 2025Q3: 577 shares; 2025Q4: 387 shares 387 $223K 0.03% -190 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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: 2,341 shares; 2025Q3: 2,360 shares; 2025Q4: 1,789 shares 1,789 $216K 0.03% -571 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: 2,734 shares; 2024Q4: 2,508 shares; 2025Q1: not reported; 2025Q2: 2,780 shares; 2025Q3: 2,413 shares; 2025Q4: 1,571 shares 1,571 $214K 0.03% -842 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,050 shares 4,050 $214K 0.03% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,874 shares 5,874 $212K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,623 shares 2,623 $211K 0.03% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,100 shares; 2025Q1: 4,284 shares; 2025Q2: 4,464 shares; 2025Q3: 4,180 shares; 2025Q4: 3,937 shares 3,937 $211K 0.03% -243 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,444 shares 5,444 $208K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,089 shares 1,089 $208K 0.03% new 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: 1,914 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,709 shares 1,709 $206K 0.03% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: not reported; 2025Q4: 1,019 shares 1,019 $204K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,468 shares; 2025Q3: 1,469 shares; 2025Q4: 1,470 shares 1,470 $204K 0.03% +1 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: not reported; 2025Q4: 2,061 shares 2,061 $204K 0.03% new 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: 9,393 shares; 2024Q4: 11,310 shares; 2025Q1: not reported; 2025Q2: 2,561 shares; 2025Q3: 2,942 shares; 2025Q4: 2,477 shares 2,477 $203K 0.03% -465 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 7,578 shares; 2025Q3: not reported; 2025Q4: 10,603 shares 10,603 $151K 0.02% new Timeline ADT ADT INC DEL More: the full row for ADT 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: 10,984 shares; 2025Q4: 13,444 shares 13,444 $108K 0.01% +2,460 Timeline MVO MV OIL TR More: the full row for MV OIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,360 shares; 2024Q4: 65,976 shares; 2025Q1: not reported; 2025Q2: 68,446 shares; 2025Q3: 69,455 shares; 2025Q4: 70,774 shares 70,774 $85.6K 0.01% +1,319 Timeline