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: restricted; 2024Q4: 1,291,397 shares; 2025Q1: 1,263,855 shares; 2025Q2: 1,301,740 shares; 2025Q3: 1,299,719 shares; 2025Q4: 1,473,080 shares 1,473,080 $157M 14.43% +173,361 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 53,879 shares; 2025Q2: 2,079,283 shares; 2025Q3: 2,275,130 shares; 2025Q4: 3,460,963 shares 3,460,963 $127M 11.63% +1,185,833 Timeline 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: restricted; 2024Q4: 1,540,954 shares; 2025Q1: 1,588,150 shares; 2025Q2: 1,547,892 shares; 2025Q3: 1,507,600 shares; 2025Q4: 1,469,234 shares 1,469,234 $121M 11.13% -38,366 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 615,732 shares; 2025Q1: 646,054 shares; 2025Q2: 698,710 shares; 2025Q3: 746,658 shares; 2025Q4: 643,355 shares 643,355 $113M 10.37% -103,303 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 903 shares; 2025Q1: 4,732 shares; 2025Q2: 117,235 shares; 2025Q3: 133,552 shares; 2025Q4: 140,174 shares 140,174 $87.9M 8.07% +6,622 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 924,601 shares; 2025Q1: 985,094 shares; 2025Q2: 996,058 shares; 2025Q3: 1,045,340 shares; 2025Q4: 1,081,981 shares 1,081,981 $50.1M 4.6% +36,641 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 197,810 shares; 2025Q1: 191,973 shares; 2025Q2: 192,931 shares; 2025Q3: 194,626 shares; 2025Q4: 186,738 shares 186,738 $47.2M 4.34% -7,888 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 820,004 shares; 2025Q1: 755,850 shares; 2025Q2: 799,983 shares; 2025Q3: 819,349 shares; 2025Q4: 618,971 shares 618,971 $39.8M 3.66% -200,378 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 798,060 shares; 2025Q1: 633,534 shares; 2025Q2: 631,985 shares; 2025Q3: 618,500 shares; 2025Q4: 590,941 shares 590,941 $29.9M 2.74% -27,559 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,071 shares; 2025Q1: 32,614 shares; 2025Q2: 32,509 shares; 2025Q3: 32,345 shares; 2025Q4: 32,103 shares 32,103 $19.7M 1.81% -242 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 839,679 shares; 2025Q1: 798,966 shares; 2025Q2: 787,898 shares; 2025Q3: 784,973 shares; 2025Q4: 783,831 shares 783,831 $18.6M 1.7% -1,142 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 209,628 shares; 2025Q1: 208,815 shares; 2025Q2: 199,698 shares; 2025Q3: 191,324 shares; 2025Q4: 186,379 shares 186,379 $17.5M 1.61% -4,945 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: restricted; 2024Q4: 53,418 shares; 2025Q1: 53,860 shares; 2025Q2: 54,332 shares; 2025Q3: 55,368 shares; 2025Q4: 55,039 shares 55,039 $15M 1.37% -329 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: restricted; 2024Q4: 5,598 shares; 2025Q1: 275,305 shares; 2025Q2: 254,892 shares; 2025Q3: 248,473 shares; 2025Q4: 244,443 shares 244,443 $11.5M 1.05% -4,030 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,298 shares; 2025Q1: 13,692 shares; 2025Q2: 42,198 shares; 2025Q3: 168,784 shares; 2025Q4: 210,658 shares 210,658 $10.8M 0.99% +41,874 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234,837 shares; 2025Q1: 251,525 shares; 2025Q2: 197,565 shares; 2025Q3: 204,197 shares; 2025Q4: 211,321 shares 211,321 $10.7M 0.98% +7,124 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 416,364 shares; 2025Q1: 423,089 shares; 2025Q2: 426,383 shares; 2025Q3: 420,733 shares; 2025Q4: 368,892 shares 368,892 $9.2M 0.84% -51,841 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129,772 shares; 2025Q1: 125,838 shares; 2025Q2: 122,049 shares; 2025Q3: 121,207 shares; 2025Q4: 38,769 shares 38,769 $8.93M 0.82% -82,438 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,976 shares; 2025Q1: 12,807 shares; 2025Q2: 14,732 shares; 2025Q3: 14,951 shares; 2025Q4: 14,738 shares 14,738 $7.13M 0.65% -213 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,797 shares; 2025Q1: 44,742 shares; 2025Q2: 45,626 shares; 2025Q3: 45,666 shares; 2025Q4: 45,580 shares 45,580 $7.03M 0.65% -86 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,327 shares; 2025Q1: 151,099 shares; 2025Q2: 154,233 shares; 2025Q3: 179,171 shares; 2025Q4: 189,195 shares 189,195 $6.93M 0.64% +10,024 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,587 shares; 2025Q2: 58,612 shares; 2025Q3: 106,229 shares; 2025Q4: 129,239 shares 129,239 $6.58M 0.6% +23,010 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: restricted; 2024Q4: 169,329 shares; 2025Q1: 203,085 shares; 2025Q2: 121,008 shares; 2025Q3: 115,637 shares; 2025Q4: 112,966 shares 112,966 $6.54M 0.6% -2,671 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,012 shares; 2025Q1: 18,030 shares; 2025Q2: 19,484 shares; 2025Q3: 19,484 shares; 2025Q4: 19,453 shares 19,453 $6.52M 0.6% -31 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,553 shares; 2025Q1: 27,219 shares; 2025Q2: 31,768 shares; 2025Q3: 33,274 shares; 2025Q4: 33,325 shares 33,325 $6.22M 0.57% +51 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,474 shares; 2025Q1: 76,961 shares; 2025Q2: 70,515 shares; 2025Q3: 70,884 shares; 2025Q4: 69,827 shares 69,827 $5.6M 0.51% -1,057 Timeline GSUS 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: restricted; 2024Q4: not reported; 2025Q1: 34,584 shares; 2025Q2: 54,486 shares; 2025Q3: 53,819 shares; 2025Q4: 53,819 shares 53,819 $5.08M 0.47% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,186 shares; 2025Q2: 17,056 shares; 2025Q3: 36,991 shares; 2025Q4: 44,230 shares 44,230 $4.72M 0.43% +7,239 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,363 shares; 2025Q1: 11,048 shares; 2025Q2: 12,713 shares; 2025Q3: 12,680 shares; 2025Q4: 12,883 shares 12,883 $4.46M 0.41% +203 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115,145 shares; 2025Q3: 158,792 shares; 2025Q4: 181,465 shares 181,465 $4.25M 0.39% +22,673 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,792 shares; 2025Q1: 15,718 shares; 2025Q2: 18,144 shares; 2025Q3: 18,810 shares; 2025Q4: 18,378 shares 18,378 $4.24M 0.39% -432 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,676 shares; 2025Q1: 50,583 shares; 2025Q2: 49,932 shares; 2025Q3: 47,251 shares; 2025Q4: 45,523 shares 45,523 $4.21M 0.39% -1,728 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,751 shares; 2025Q1: 14,751 shares; 2025Q2: 14,756 shares; 2025Q3: 14,756 shares; 2025Q4: 14,756 shares 14,756 $4.06M 0.37% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,090 shares; 2025Q1: 10,098 shares; 2025Q2: 10,222 shares; 2025Q3: 10,393 shares; 2025Q4: 10,544 shares 10,544 $3.7M 0.34% +151 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,908 shares; 2025Q1: 6,910 shares; 2025Q2: 6,987 shares; 2025Q3: 6,987 shares; 2025Q4: 6,997 shares 6,997 $3.57M 0.33% +10 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,836 shares; 2025Q1: 14,838 shares; 2025Q2: 14,791 shares; 2025Q3: 14,986 shares; 2025Q4: 14,228 shares 14,228 $3.25M 0.3% -758 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,237 shares; 2025Q1: 22,275 shares; 2025Q2: 24,453 shares; 2025Q3: 25,069 shares; 2025Q4: 24,360 shares 24,360 $2.71M 0.25% -709 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,074 shares; 2025Q1: 7,196 shares; 2025Q2: 8,038 shares; 2025Q3: 8,191 shares; 2025Q4: 7,917 shares 7,917 $2.55M 0.23% -274 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: restricted; 2024Q4: 37,311 shares; 2025Q1: 34,399 shares; 2025Q2: 34,122 shares; 2025Q3: 33,836 shares; 2025Q4: 34,655 shares 34,655 $2.48M 0.23% +819 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,839 shares; 2025Q1: 5,114 shares; 2025Q2: 7,166 shares; 2025Q3: 7,758 shares; 2025Q4: 7,341 shares 7,341 $2.3M 0.21% -417 Timeline GSIE 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: restricted; 2024Q4: not reported; 2025Q1: 34,745 shares; 2025Q2: 49,861 shares; 2025Q3: 49,861 shares; 2025Q4: 49,862 shares 49,862 $2.14M 0.2% +1 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,215 shares; 2025Q1: 16,977 shares; 2025Q2: 16,503 shares; 2025Q3: 16,576 shares; 2025Q4: 16,538 shares 16,538 $2.04M 0.19% -38 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,204 shares; 2025Q1: 61,311 shares; 2025Q2: 61,311 shares; 2025Q3: 62,862 shares; 2025Q4: 62,960 shares 62,960 $1.86M 0.17% +98 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,445 shares; 2025Q1: 7,370 shares; 2025Q2: 7,455 shares; 2025Q3: 7,446 shares; 2025Q4: 8,058 shares 8,058 $1.75M 0.16% +612 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,750,073 shares; 2025Q1: 1,712,205 shares; 2025Q2: 50,738 shares; 2025Q3: 47,693 shares; 2025Q4: 44,328 shares 44,328 $1.71M 0.16% -3,365 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,262 shares; 2025Q1: 11,864 shares; 2025Q2: 11,677 shares; 2025Q3: 11,153 shares; 2025Q4: 11,622 shares 11,622 $1.64M 0.15% +469 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,933 shares; 2025Q1: 12,850 shares; 2025Q2: 13,046 shares; 2025Q3: 13,014 shares; 2025Q4: 12,499 shares 12,499 $1.57M 0.14% -515 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,934 shares; 2025Q3: 28,194 shares; 2025Q4: 33,247 shares 33,247 $1.54M 0.14% +5,053 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 403 shares; 2025Q1: 1,032 shares; 2025Q2: 1,311 shares; 2025Q3: 1,369 shares; 2025Q4: 1,413 shares 1,413 $1.52M 0.14% +44 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: restricted; 2024Q4: 9,675 shares; 2025Q1: 9,452 shares; 2025Q2: 9,464 shares; 2025Q3: 8,968 shares; 2025Q4: 7,569 shares 7,569 $1.5M 0.14% -1,399 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,457 shares; 2025Q1: 5,485 shares; 2025Q2: 4,928 shares; 2025Q3: 5,163 shares; 2025Q4: 5,016 shares 5,016 $1.49M 0.14% -147 Timeline GSLC 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: restricted; 2024Q4: not reported; 2025Q1: 6,789 shares; 2025Q2: 11,106 shares; 2025Q3: 11,143 shares; 2025Q4: 11,106 shares 11,106 $1.47M 0.14% -37 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: restricted; 2024Q4: 6,544 shares; 2025Q1: 6,544 shares; 2025Q2: 5,847 shares; 2025Q3: 15,888 shares; 2025Q4: 27,418 shares 27,418 $1.4M 0.13% +11,530 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,266 shares; 2025Q3: 6,858 shares; 2025Q4: 16,960 shares 16,960 $1.34M 0.12% +10,102 Timeline GSSC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,104 shares; 2025Q3: 17,104 shares; 2025Q4: 17,411 shares 17,411 $1.32M 0.12% +307 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,477 shares; 2025Q1: 2,611 shares; 2025Q2: 2,518 shares; 2025Q3: 2,600 shares; 2025Q4: 2,597 shares 2,597 $1.31M 0.12% -3 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,774 shares; 2025Q1: 1,704 shares; 2025Q2: 1,881 shares; 2025Q3: 1,882 shares; 2025Q4: 1,901 shares 1,901 $1.3M 0.12% +19 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,392 shares; 2025Q3: 20,552 shares; 2025Q4: 25,522 shares 25,522 $1.28M 0.12% +4,970 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,190 shares; 2025Q1: 1,362 shares; 2025Q2: 1,735 shares; 2025Q3: 1,820 shares; 2025Q4: 1,801 shares 1,801 $1.19M 0.11% -19 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: restricted; 2024Q4: 2,260 shares; 2025Q1: 2,307 shares; 2025Q2: 2,318 shares; 2025Q3: 2,399 shares; 2025Q4: 2,067 shares 2,067 $1.18M 0.11% -332 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,783 shares; 2025Q1: 28,675 shares; 2025Q2: 24,345 shares; 2025Q3: 22,919 shares; 2025Q4: 22,687 shares 22,687 $1.16M 0.11% -232 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,247 shares; 2025Q1: 17,538 shares; 2025Q2: 19,200 shares; 2025Q3: 19,471 shares; 2025Q4: 18,997 shares 18,997 $1.09M 0.1% -474 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,405 shares; 2025Q4: 22,855 shares 22,855 $1.08M 0.1% +8,450 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,096 shares; 2025Q1: 9,053 shares; 2025Q2: 8,717 shares; 2025Q3: 8,116 shares; 2025Q4: 6,960 shares 6,960 $997K 0.09% -1,156 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,523 shares; 2025Q1: 1,909 shares; 2025Q2: 1,996 shares; 2025Q3: 2,173 shares; 2025Q4: 2,174 shares 2,174 $978K 0.09% +1 Timeline MRGR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,698 shares; 2025Q1: 20,790 shares; 2025Q2: 22,016 shares; 2025Q3: 22,016 shares; 2025Q4: 21,179 shares 21,179 $943K 0.09% -837 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,402 shares; 2025Q1: 3,296 shares; 2025Q2: 3,420 shares; 2025Q3: 3,348 shares; 2025Q4: 2,738 shares 2,738 $942K 0.09% -610 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,719 shares; 2025Q1: 2,800 shares; 2025Q2: 2,866 shares; 2025Q3: 2,891 shares; 2025Q4: 2,915 shares 2,915 $915K 0.08% +24 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,752 shares 36,752 $909K 0.08% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,137 shares; 2025Q1: 12,625 shares; 2025Q2: 12,597 shares; 2025Q3: 11,310 shares; 2025Q4: 8,364 shares 8,364 $835K 0.08% -2,946 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,106 shares; 2025Q1: 20,252 shares; 2025Q2: 42,106 shares; 2025Q3: 45,054 shares; 2025Q4: 43,651 shares 43,651 $825K 0.08% -1,403 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,859 shares; 2025Q1: 8,836 shares; 2025Q2: 8,836 shares; 2025Q3: 8,746 shares; 2025Q4: 8,746 shares 8,746 $799K 0.07% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,621 shares; 2025Q1: 31,169 shares; 2025Q2: 33,413 shares; 2025Q3: 32,638 shares; 2025Q4: 31,625 shares 31,625 $786K 0.07% -1,013 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,353 shares; 2025Q1: 2,408 shares; 2025Q2: 2,379 shares; 2025Q3: 2,499 shares; 2025Q4: 2,498 shares 2,498 $763K 0.07% -1 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: restricted; 2024Q4: 9,771 shares; 2025Q1: 7,518 shares; 2025Q2: 7,367 shares; 2025Q3: 7,136 shares; 2025Q4: 6,929 shares 6,929 $742K 0.07% -207 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,048 shares; 2025Q1: 3,762 shares; 2025Q2: 4,012 shares; 2025Q3: 3,533 shares; 2025Q4: 3,773 shares 3,773 $721K 0.07% +240 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: restricted; 2024Q4: 4,423 shares; 2025Q1: 4,360 shares; 2025Q2: 4,100 shares; 2025Q3: 4,115 shares; 2025Q4: 4,157 shares 4,157 $712K 0.07% +42 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,418 shares; 2025Q1: 9,891 shares; 2025Q2: 9,987 shares; 2025Q3: 11,549 shares; 2025Q4: 11,574 shares 11,574 $704K 0.06% +25 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 710,633 shares; 2025Q1: 640,298 shares; 2025Q2: 205,463 shares; 2025Q3: 7,731 shares; 2025Q4: 6,800 shares 6,800 $696K 0.06% -931 Timeline GEM 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: restricted; 2024Q4: not reported; 2025Q1: 8,599 shares; 2025Q2: 16,350 shares; 2025Q3: 16,350 shares; 2025Q4: 16,350 shares 16,350 $680K 0.06% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,886 shares; 2025Q1: 3,162 shares; 2025Q2: 2,946 shares; 2025Q3: 3,026 shares; 2025Q4: 3,060 shares 3,060 $655K 0.06% +34 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,926 shares; 2025Q1: 8,452 shares; 2025Q2: 8,092 shares; 2025Q3: 8,026 shares; 2025Q4: 8,417 shares 8,417 $648K 0.06% +391 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,739 shares; 2025Q1: 2,799 shares; 2025Q2: 2,824 shares; 2025Q3: 2,778 shares; 2025Q4: 2,773 shares 2,773 $641K 0.06% -5 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,292 shares; 2025Q1: 1,994 shares; 2025Q2: 2,085 shares; 2025Q3: 2,246 shares; 2025Q4: 2,996 shares 2,996 $635K 0.06% +750 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,680 shares; 2025Q3: 10,765 shares; 2025Q4: 10,765 shares 10,765 $626K 0.06% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,384 shares; 2025Q1: 4,384 shares; 2025Q2: 4,384 shares; 2025Q3: 4,384 shares; 2025Q4: 4,384 shares 4,384 $620K 0.06% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,733 shares; 2025Q1: 1,584 shares; 2025Q2: 1,711 shares; 2025Q3: 1,836 shares; 2025Q4: 1,850 shares 1,850 $611K 0.06% +14 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 932 shares; 2025Q1: 977 shares; 2025Q2: 1,013 shares; 2025Q3: 1,037 shares; 2025Q4: 1,050 shares 1,050 $602K 0.06% +13 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,510 shares; 2025Q1: 8,445 shares; 2025Q2: 8,019 shares; 2025Q3: 8,019 shares; 2025Q4: 8,019 shares 8,019 $592K 0.05% 0 Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,018 shares; 2025Q1: 20,353 shares; 2025Q2: 20,353 shares; 2025Q3: 20,353 shares; 2025Q4: 20,353 shares 20,353 $592K 0.05% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,164 shares; 2025Q1: 1,164 shares; 2025Q2: 1,164 shares; 2025Q3: 1,164 shares; 2025Q4: 1,209 shares 1,209 $590K 0.05% +45 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,921 shares; 2025Q1: 6,227 shares; 2025Q2: 6,149 shares; 2025Q3: 6,331 shares; 2025Q4: 6,260 shares 6,260 $586K 0.05% -71 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,812 shares; 2025Q1: 1,822 shares; 2025Q2: 1,817 shares; 2025Q3: 1,847 shares; 2025Q4: 1,882 shares 1,882 $584K 0.05% +35 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,957 shares; 2025Q1: 7,824 shares; 2025Q2: 8,824 shares; 2025Q3: 8,636 shares; 2025Q4: 8,636 shares 8,636 $570K 0.05% 0 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,214 shares; 2025Q1: 10,214 shares; 2025Q2: 10,214 shares; 2025Q3: 10,214 shares; 2025Q4: 10,840 shares 10,840 $567K 0.05% +626 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,749 shares; 2025Q1: 2,014 shares; 2025Q2: 2,452 shares; 2025Q3: 2,433 shares; 2025Q4: 2,697 shares 2,697 $558K 0.05% +264 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,091 shares; 2025Q1: 5,164 shares; 2025Q2: 5,093 shares; 2025Q3: 5,065 shares; 2025Q4: 5,322 shares 5,322 $554K 0.05% +257 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: restricted; 2024Q4: 797 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 792 shares 792 $543K 0.05% +17 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,018 shares; 2025Q1: 13,018 shares; 2025Q2: 13,018 shares; 2025Q3: 13,018 shares; 2025Q4: 13,018 shares 13,018 $535K 0.05% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,330 shares 35,330 $530K 0.05% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,371 shares; 2025Q1: 4,193 shares; 2025Q2: 3,692 shares; 2025Q3: 3,947 shares; 2025Q4: 3,524 shares 3,524 $525K 0.05% -423 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $517K 0.05% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,213 shares; 2025Q1: 5,213 shares; 2025Q2: 5,213 shares; 2025Q3: 5,213 shares; 2025Q4: 5,213 shares 5,213 $505K 0.05% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,872 shares; 2025Q1: 3,938 shares; 2025Q2: 3,947 shares; 2025Q3: 3,992 shares; 2025Q4: 3,887 shares 3,887 $502K 0.05% -105 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,911 shares; 2025Q1: 8,218 shares; 2025Q2: 8,137 shares; 2025Q3: 7,880 shares; 2025Q4: 9,498 shares 9,498 $501K 0.05% +1,618 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,281 shares; 2025Q1: 8,281 shares; 2025Q2: 8,281 shares; 2025Q3: 8,003 shares; 2025Q4: 7,977 shares 7,977 $498K 0.05% -26 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,404 shares; 2025Q1: 5,506 shares; 2025Q2: 5,594 shares; 2025Q3: 5,611 shares; 2025Q4: 5,617 shares 5,617 $496K 0.05% +6 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,921 shares; 2025Q1: 14,921 shares; 2025Q2: 14,921 shares; 2025Q3: 14,921 shares; 2025Q4: 14,921 shares 14,921 $493K 0.05% 0 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,985 shares; 2025Q1: 27,180 shares; 2025Q2: 23,180 shares; 2025Q3: 20,614 shares; 2025Q4: 20,533 shares 20,533 $492K 0.05% -81 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 451 shares; 2025Q1: 458 shares; 2025Q2: 589 shares; 2025Q3: 572 shares; 2025Q4: 568 shares 568 $490K 0.04% -4 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,217 shares; 2025Q1: 2,247 shares; 2025Q2: 2,291 shares; 2025Q3: 2,164 shares; 2025Q4: 2,216 shares 2,216 $487K 0.04% +52 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,264 shares; 2025Q1: 2,256 shares; 2025Q2: 2,261 shares; 2025Q3: 1,973 shares; 2025Q4: 1,878 shares 1,878 $474K 0.04% -95 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 2,361 shares; 2025Q4: 2,662 shares 2,662 $473K 0.04% +301 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,941 shares; 2025Q4: 7,960 shares 7,960 $472K 0.04% +19 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: restricted; 2024Q4: 4,921 shares; 2025Q1: 4,682 shares; 2025Q2: 4,437 shares; 2025Q3: 4,397 shares; 2025Q4: 4,390 shares 4,390 $462K 0.04% -7 Timeline GCOR 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: restricted; 2024Q4: not reported; 2025Q1: 4,950 shares; 2025Q2: 10,770 shares; 2025Q3: 10,770 shares; 2025Q4: 11,118 shares 11,118 $462K 0.04% +348 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,583 shares; 2025Q1: 1,787 shares; 2025Q2: 2,342 shares; 2025Q3: 2,413 shares; 2025Q4: 2,353 shares 2,353 $459K 0.04% -60 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,844 shares; 2025Q1: 5,033 shares; 2025Q2: 5,783 shares; 2025Q3: 5,540 shares; 2025Q4: 5,699 shares 5,699 $458K 0.04% +159 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: restricted; 2024Q4: not reported; 2025Q1: 4,523 shares; 2025Q2: 7,094 shares; 2025Q3: 6,567 shares; 2025Q4: 6,599 shares 6,599 $444K 0.04% +32 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,168 shares; 2025Q1: 4,168 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 4,244 shares 4,244 $442K 0.04% +76 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,388 shares; 2025Q1: 5,440 shares; 2025Q2: 7,701 shares; 2025Q3: 6,799 shares; 2025Q4: 6,181 shares 6,181 $441K 0.04% -618 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,426 shares; 2025Q1: 1,454 shares; 2025Q2: 1,454 shares; 2025Q3: 1,454 shares; 2025Q4: 1,454 shares 1,454 $438K 0.04% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,878 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 1,718 shares; 2025Q4: 1,699 shares 1,699 $425K 0.04% -19 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 527 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares 563 $424K 0.04% 0 Timeline GIGB 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: restricted; 2024Q4: not reported; 2025Q1: 5,984 shares; 2025Q2: 9,081 shares; 2025Q3: 9,081 shares; 2025Q4: 9,081 shares 9,081 $420K 0.04% 0 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,051 shares 8,051 $419K 0.04% new Timeline CPTL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,377 shares; 2025Q1: 11,836 shares; 2025Q2: 9,925 shares; 2025Q3: 10,936 shares; 2025Q4: 9,558 shares 9,558 $415K 0.04% -1,378 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,732 shares; 2025Q1: 6,766 shares; 2025Q2: 6,409 shares; 2025Q3: 4,561 shares; 2025Q4: 4,529 shares 4,529 $414K 0.04% -32 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,546 shares; 2025Q1: 4,576 shares; 2025Q2: 4,681 shares; 2025Q3: 4,651 shares; 2025Q4: 4,631 shares 4,631 $404K 0.04% -20 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,168 shares; 2025Q1: 1,223 shares; 2025Q2: 1,284 shares; 2025Q3: 1,175 shares; 2025Q4: 1,201 shares 1,201 $393K 0.04% +26 Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,462 shares; 2025Q1: 17,462 shares; 2025Q2: 17,462 shares; 2025Q3: 17,462 shares; 2025Q4: 17,462 shares 17,462 $393K 0.04% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,833 shares; 2025Q1: 1,956 shares; 2025Q2: 1,846 shares; 2025Q3: 1,758 shares; 2025Q4: 1,758 shares 1,758 $386K 0.04% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,390 shares; 2025Q1: 3,391 shares; 2025Q2: 3,680 shares; 2025Q3: 3,221 shares; 2025Q4: 3,162 shares 3,162 $380K 0.03% -59 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: restricted; 2024Q4: 2,766 shares; 2025Q1: 2,766 shares; 2025Q2: 2,766 shares; 2025Q3: 2,766 shares; 2025Q4: 2,766 shares 2,766 $379K 0.03% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,841 shares; 2025Q1: 4,841 shares; 2025Q2: 4,841 shares; 2025Q3: 4,841 shares; 2025Q4: 4,841 shares 4,841 $372K 0.03% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares 1,355 $365K 0.03% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,585 shares; 2025Q1: 10,585 shares; 2025Q2: 10,583 shares; 2025Q3: 10,598 shares; 2025Q4: 9,747 shares 9,747 $364K 0.03% -851 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,997 shares; 2025Q1: 1,972 shares; 2025Q2: 2,122 shares; 2025Q3: 2,112 shares; 2025Q4: 2,127 shares 2,127 $364K 0.03% +15 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,485 shares; 2025Q1: 2,510 shares; 2025Q2: 3,217 shares; 2025Q3: 3,086 shares; 2025Q4: 3,091 shares 3,091 $362K 0.03% +5 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,981 shares; 2025Q1: 17,622 shares; 2025Q2: 15,663 shares; 2025Q3: 15,596 shares; 2025Q4: 15,170 shares 15,170 $355K 0.03% -426 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,991 shares; 2025Q1: 5,095 shares; 2025Q2: 4,899 shares; 2025Q3: 4,612 shares; 2025Q4: 5,059 shares 5,059 $351K 0.03% +447 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,368 shares; 2025Q3: 7,049 shares; 2025Q4: 6,997 shares 6,997 $350K 0.03% -52 Timeline TAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,430 shares; 2025Q3: 13,430 shares; 2025Q4: 13,430 shares 13,430 $348K 0.03% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,751 shares; 2025Q1: 2,711 shares; 2025Q2: 2,531 shares; 2025Q3: 2,506 shares; 2025Q4: 2,402 shares 2,402 $345K 0.03% -104 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,390 shares; 2025Q1: 10,805 shares; 2025Q2: 8,539 shares; 2025Q3: 6,576 shares; 2025Q4: 7,364 shares 7,364 $343K 0.03% +788 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,914 shares; 2025Q1: 4,013 shares; 2025Q2: 3,949 shares; 2025Q3: 3,624 shares; 2025Q4: 3,783 shares 3,783 $326K 0.03% +159 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares; 2025Q3: 493 shares; 2025Q4: 493 shares 493 $322K 0.03% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,229 shares; 2025Q1: 5,743 shares; 2025Q2: 5,178 shares; 2025Q3: 5,498 shares; 2025Q4: 5,858 shares 5,858 $322K 0.03% +360 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,364 shares; 2025Q3: 3,144 shares; 2025Q4: 3,019 shares 3,019 $317K 0.03% -125 Timeline AOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,735 shares; 2025Q1: 11,735 shares; 2025Q2: 11,735 shares; 2025Q3: 11,735 shares; 2025Q4: 11,735 shares 11,735 $312K 0.03% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,116 shares; 2025Q1: 1,116 shares; 2025Q2: 1,116 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares 1,116 $310K 0.03% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 849 shares; 2025Q4: 849 shares 849 $306K 0.03% 0 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,591 shares 11,591 $301K 0.03% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,221 shares; 2025Q1: 1,203 shares; 2025Q2: 1,208 shares; 2025Q3: 1,248 shares; 2025Q4: 1,132 shares 1,132 $293K 0.03% -116 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,474 shares; 2025Q1: not reported; 2025Q2: 1,276 shares; 2025Q3: 1,276 shares; 2025Q4: 1,276 shares 1,276 $290K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,586 shares; 2025Q3: 3,804 shares; 2025Q4: 3,838 shares 3,838 $282K 0.03% +34 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,618 shares; 2025Q4: 6,618 shares 6,618 $282K 0.03% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 752 shares; 2025Q1: 1,336 shares; 2025Q2: 2,617 shares; 2025Q3: 2,821 shares; 2025Q4: 1,851 shares 1,851 $281K 0.03% -970 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: restricted; 2024Q4: 250 shares; 2025Q1: not reported; 2025Q2: 263 shares; 2025Q3: 298 shares; 2025Q4: 2,970 shares 2,970 $278K 0.03% +2,672 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,413 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares 1,518 $278K 0.03% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,644 shares; 2025Q4: 1,644 shares 1,644 $265K 0.02% 0 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,651 shares; 2025Q1: 11,001 shares; 2025Q2: 11,001 shares; 2025Q3: 11,001 shares; 2025Q4: 10,390 shares 10,390 $262K 0.02% -611 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,233 shares; 2025Q1: 5,233 shares; 2025Q2: 5,233 shares; 2025Q3: 5,233 shares; 2025Q4: 5,233 shares 5,233 $258K 0.02% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,315 shares; 2025Q1: 3,610 shares; 2025Q2: 3,534 shares; 2025Q3: 3,184 shares; 2025Q4: 3,607 shares 3,607 $252K 0.02% +423 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,335 shares; 2025Q1: 2,464 shares; 2025Q2: 1,586 shares; 2025Q3: 1,784 shares; 2025Q4: 1,647 shares 1,647 $251K 0.02% -137 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: restricted; 2024Q4: 1,028 shares; 2025Q1: 1,063 shares; 2025Q2: 1,313 shares; 2025Q3: 1,278 shares; 2025Q4: 1,285 shares 1,285 $251K 0.02% +7 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,273 shares; 2025Q3: 2,073 shares; 2025Q4: 2,073 shares 2,073 $249K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,895 shares; 2025Q1: 6,625 shares; 2025Q2: 6,247 shares; 2025Q3: 6,097 shares; 2025Q4: 6,077 shares 6,077 $248K 0.02% -20 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 803 shares; 2025Q4: 803 shares 803 $247K 0.02% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,674 shares; 2025Q1: 4,674 shares; 2025Q2: 4,674 shares; 2025Q3: 4,434 shares; 2025Q4: 4,899 shares 4,899 $246K 0.02% +465 Timeline GGUS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,858 shares; 2025Q3: 3,858 shares; 2025Q4: 3,858 shares 3,858 $246K 0.02% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 659 shares; 2025Q4: 659 shares 659 $244K 0.02% 0 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: restricted; 2024Q4: 2,393 shares; 2025Q1: 2,334 shares; 2025Q2: 2,083 shares; 2025Q3: 913 shares; 2025Q4: 908 shares 908 $244K 0.02% -5 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,653 shares; 2025Q1: 1,556 shares; 2025Q2: 1,556 shares; 2025Q3: 1,556 shares; 2025Q4: 1,556 shares 1,556 $241K 0.02% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,829 shares; 2025Q4: 2,820 shares 2,820 $241K 0.02% -9 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,276 shares; 2025Q4: 1,322 shares 1,322 $235K 0.02% +46 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,668 shares; 2025Q4: 3,668 shares 3,668 $229K 0.02% 0 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: restricted; 2024Q4: 744 shares; 2025Q1: 779 shares; 2025Q2: 804 shares; 2025Q3: 839 shares; 2025Q4: 889 shares 889 $229K 0.02% +50 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,317 shares; 2025Q3: 8,317 shares; 2025Q4: 8,317 shares 8,317 $228K 0.02% 0 Timeline ACWV 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: restricted; 2024Q4: 2,345 shares; 2025Q1: 2,342 shares; 2025Q2: 2,376 shares; 2025Q3: 2,359 shares; 2025Q4: 1,855 shares 1,855 $220K 0.02% -504 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,563 shares; 2025Q4: 6,610 shares 6,610 $220K 0.02% +47 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 181 shares 181 $220K 0.02% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 616 shares; 2025Q4: 551 shares 551 $218K 0.02% -65 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,829 shares 1,829 $218K 0.02% new Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,173 shares; 2025Q3: 4,173 shares; 2025Q4: 4,173 shares 4,173 $217K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 879 shares 879 $213K 0.02% new Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,423 shares; 2025Q1: 9,423 shares; 2025Q2: 9,423 shares; 2025Q3: 9,423 shares; 2025Q4: 9,423 shares 9,423 $208K 0.02% 0 Timeline GSWO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,555 shares 3,555 $205K 0.02% new Timeline