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: 1,912,868 shares; 2024Q4: 1,888,722 shares; 2025Q1: 1,916,846 shares; 2025Q2: 1,966,408 shares; 2025Q3: 1,862,729 shares; 2025Q4: 1,933,836 shares 1,933,836 $155M 20.11% +71,107 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: 409,674 shares; 2024Q4: 392,339 shares; 2025Q1: 370,389 shares; 2025Q2: not reported; 2025Q3: 343,509 shares; 2025Q4: 353,247 shares 353,247 $59.3M 7.69% +9,738 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: 153,265 shares; 2024Q4: 151,478 shares; 2025Q1: 151,723 shares; 2025Q2: 138,803 shares; 2025Q3: 141,579 shares; 2025Q4: 141,331 shares 141,331 $47.4M 6.14% -248 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: 561,536 shares; 2024Q4: 552,524 shares; 2025Q1: 690,300 shares; 2025Q2: 711,937 shares; 2025Q3: 713,274 shares; 2025Q4: 735,506 shares 735,506 $41.8M 5.42% +22,232 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: 519,891 shares; 2024Q4: 512,038 shares; 2025Q1: 533,322 shares; 2025Q2: not reported; 2025Q3: 583,116 shares; 2025Q4: 607,939 shares 607,939 $37M 4.79% +24,823 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: 322,273 shares; 2024Q4: 322,726 shares; 2025Q1: 358,214 shares; 2025Q2: not reported; 2025Q3: 369,069 shares; 2025Q4: 380,919 shares 380,919 $34.1M 4.42% +11,850 Timeline IGLB 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: 383,833 shares; 2024Q4: 372,429 shares; 2025Q1: 391,992 shares; 2025Q2: not reported; 2025Q3: 440,010 shares; 2025Q4: 466,830 shares 466,830 $23.6M 3.05% +26,820 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: 39,180 shares; 2024Q4: 43,078 shares; 2025Q1: 44,714 shares; 2025Q2: 45,555 shares; 2025Q3: 45,094 shares; 2025Q4: 44,879 shares 44,879 $22.6M 2.92% -215 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,802 shares; 2024Q4: 495,673 shares; 2025Q1: 707,177 shares; 2025Q2: 713,511 shares; 2025Q3: 744,534 shares; 2025Q4: 785,170 shares 785,170 $20.8M 2.69% +40,636 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: 356,489 shares; 2024Q4: 423,365 shares; 2025Q1: 412,535 shares; 2025Q2: 429,080 shares; 2025Q3: 399,595 shares; 2025Q4: 422,792 shares 422,792 $18.8M 2.43% +23,197 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: 20,821 shares; 2024Q4: 19,816 shares; 2025Q1: 19,280 shares; 2025Q2: 393 shares; 2025Q3: 20,518 shares; 2025Q4: 20,480 shares 20,480 $12.6M 1.63% -38 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 156,988 shares; 2025Q2: not reported; 2025Q3: 143,551 shares; 2025Q4: 145,028 shares 145,028 $11.8M 1.53% +1,477 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325,310 shares; 2025Q4: 346,888 shares 346,888 $11.6M 1.5% +21,578 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,459 shares; 2024Q4: 304,305 shares; 2025Q1: 330,346 shares; 2025Q2: 341,628 shares; 2025Q3: 374,962 shares; 2025Q4: 412,025 shares 412,025 $10.6M 1.38% +37,063 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: 49,761 shares; 2024Q4: 47,179 shares; 2025Q1: 49,378 shares; 2025Q2: not reported; 2025Q3: 51,001 shares; 2025Q4: 53,046 shares 53,046 $10.5M 1.37% +2,045 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,296 shares; 2024Q4: 29,829 shares; 2025Q1: 30,712 shares; 2025Q2: not reported; 2025Q3: 29,402 shares; 2025Q4: 30,678 shares 30,678 $10.5M 1.36% +1,276 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,910 shares; 2024Q4: 338,270 shares; 2025Q1: 335,096 shares; 2025Q2: 283,377 shares; 2025Q3: 330,921 shares; 2025Q4: 331,741 shares 331,741 $8.32M 1.08% +820 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,314 shares; 2024Q4: 65,794 shares; 2025Q1: 65,245 shares; 2025Q2: 42,700 shares; 2025Q3: 70,447 shares; 2025Q4: 72,551 shares 72,551 $6.98M 0.9% +2,104 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: 25,533 shares; 2024Q4: 25,003 shares; 2025Q1: 25,288 shares; 2025Q2: 26,241 shares; 2025Q3: 24,806 shares; 2025Q4: 24,624 shares 24,624 $6.69M 0.87% -182 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: 30,921 shares; 2024Q4: 29,203 shares; 2025Q1: 29,480 shares; 2025Q2: 1,500 shares; 2025Q3: 30,235 shares; 2025Q4: 29,871 shares 29,871 $6.57M 0.85% -364 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,487 shares; 2024Q4: 76,055 shares; 2025Q1: 78,352 shares; 2025Q2: 44,558 shares; 2025Q3: 82,047 shares; 2025Q4: 84,081 shares 84,081 $6.18M 0.8% +2,034 Timeline HYS 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: 39,288 shares; 2024Q4: 37,729 shares; 2025Q1: 36,912 shares; 2025Q2: not reported; 2025Q3: 61,521 shares; 2025Q4: 64,929 shares 64,929 $6.16M 0.8% +3,408 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,309 shares; 2024Q4: 49,115 shares; 2025Q1: 48,475 shares; 2025Q2: 48,982 shares; 2025Q3: 48,882 shares; 2025Q4: 48,887 shares 48,887 $5.83M 0.76% +5 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,369 shares; 2025Q4: 89,275 shares 89,275 $5.78M 0.75% +5,906 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: 25,988 shares; 2024Q4: 24,795 shares; 2025Q1: 27,596 shares; 2025Q2: not reported; 2025Q3: 32,720 shares; 2025Q4: 30,980 shares 30,980 $5.78M 0.75% -1,740 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: 13,143 shares; 2024Q4: 15,028 shares; 2025Q1: 17,047 shares; 2025Q2: not reported; 2025Q3: 19,401 shares; 2025Q4: 22,798 shares 22,798 $5.77M 0.75% +3,397 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: 8,000 shares; 2024Q4: 8,639 shares; 2025Q1: 88,926 shares; 2025Q2: 93,944 shares; 2025Q3: 94,098 shares; 2025Q4: 99,312 shares 99,312 $5.75M 0.75% +5,214 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: 23,969 shares; 2024Q4: 23,766 shares; 2025Q1: 23,868 shares; 2025Q2: 23,822 shares; 2025Q3: 23,624 shares; 2025Q4: 23,736 shares 23,736 $5.42M 0.7% +112 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,112 shares; 2024Q4: 85,197 shares; 2025Q1: 84,082 shares; 2025Q2: 83,357 shares; 2025Q3: 82,957 shares; 2025Q4: 82,597 shares 82,597 $4.85M 0.63% -360 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: 8,867 shares; 2024Q4: 8,505 shares; 2025Q1: 8,341 shares; 2025Q2: 7,179 shares; 2025Q3: 6,909 shares; 2025Q4: 6,709 shares 6,709 $4.58M 0.59% -200 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: 12,919 shares; 2024Q4: 11,162 shares; 2025Q1: 10,186 shares; 2025Q2: 13,409 shares; 2025Q3: 13,361 shares; 2025Q4: 13,155 shares 13,155 $4.55M 0.59% -206 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: 135,251 shares; 2025Q2: not reported; 2025Q3: 149,014 shares; 2025Q4: 164,001 shares 164,001 $4.38M 0.57% +14,987 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: 12,210 shares; 2024Q4: 11,786 shares; 2025Q1: 12,245 shares; 2025Q2: 13,298 shares; 2025Q3: 13,367 shares; 2025Q4: 13,392 shares 13,392 $4.2M 0.54% +25 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,585 shares; 2025Q2: 46,986 shares; 2025Q3: 47,507 shares; 2025Q4: 49,164 shares 49,164 $4.2M 0.54% +1,657 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,213 shares; 2024Q4: 30,061 shares; 2025Q1: 31,696 shares; 2025Q2: 31,671 shares; 2025Q3: 30,784 shares; 2025Q4: 31,617 shares 31,617 $3.85M 0.5% +833 Timeline VTHR 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: 12,804 shares; 2024Q4: 12,811 shares; 2025Q1: 12,128 shares; 2025Q2: 12,549 shares; 2025Q3: 12,556 shares; 2025Q4: 12,770 shares 12,770 $3.84M 0.5% +214 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,151 shares; 2024Q4: 8,654 shares; 2025Q1: 69,645 shares; 2025Q2: not reported; 2025Q3: 75,164 shares; 2025Q4: 79,628 shares 79,628 $3.77M 0.49% +4,464 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: 21,333 shares; 2024Q4: 23,331 shares; 2025Q1: 25,981 shares; 2025Q2: not reported; 2025Q3: 27,154 shares; 2025Q4: 27,498 shares 27,498 $3.77M 0.49% +344 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: 3,771 shares; 2024Q4: 3,779 shares; 2025Q1: 3,838 shares; 2025Q2: 3,875 shares; 2025Q3: 5,493 shares; 2025Q4: 5,733 shares 5,733 $3.6M 0.47% +240 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,351 shares; 2024Q4: 10,512 shares; 2025Q1: 11,561 shares; 2025Q2: not reported; 2025Q3: 14,947 shares; 2025Q4: 17,697 shares 17,697 $3.53M 0.46% +2,750 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: 34,526 shares; 2024Q4: 34,500 shares; 2025Q1: 36,602 shares; 2025Q2: 36,457 shares; 2025Q3: 35,830 shares; 2025Q4: 37,793 shares 37,793 $3.49M 0.45% +1,963 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: 29,787 shares; 2024Q4: 30,557 shares; 2025Q1: 33,218 shares; 2025Q2: 36,138 shares; 2025Q3: 37,683 shares; 2025Q4: 39,417 shares 39,417 $3.25M 0.42% +1,734 Timeline IGEB 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: 60,455 shares; 2024Q4: 59,740 shares; 2025Q1: 63,896 shares; 2025Q2: not reported; 2025Q3: 67,359 shares; 2025Q4: 70,818 shares 70,818 $3.23M 0.42% +3,459 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: 4,555 shares; 2024Q4: 4,530 shares; 2025Q1: 4,441 shares; 2025Q2: not reported; 2025Q3: 4,606 shares; 2025Q4: 4,891 shares 4,891 $3.23M 0.42% +285 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: 7,125 shares; 2024Q4: 6,595 shares; 2025Q1: 6,408 shares; 2025Q2: 1,390 shares; 2025Q3: 6,592 shares; 2025Q4: 6,442 shares 6,442 $3.12M 0.4% -150 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: 32,702 shares; 2024Q4: 33,421 shares; 2025Q1: 36,156 shares; 2025Q2: not reported; 2025Q3: 40,350 shares; 2025Q4: 40,869 shares 40,869 $2.84M 0.37% +519 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: 15,609 shares; 2024Q4: 16,125 shares; 2025Q1: 47,992 shares; 2025Q2: not reported; 2025Q3: 48,762 shares; 2025Q4: 52,585 shares 52,585 $2.77M 0.36% +3,823 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: 20,313 shares; 2024Q4: 20,314 shares; 2025Q1: 20,225 shares; 2025Q2: 20,447 shares; 2025Q3: 20,447 shares; 2025Q4: 20,451 shares 20,451 $2.56M 0.33% +4 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: 5,308 shares; 2024Q4: 3,587 shares; 2025Q1: 29,681 shares; 2025Q2: not reported; 2025Q3: 34,369 shares; 2025Q4: 35,804 shares 35,804 $2.56M 0.33% +1,435 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: 1,551 shares; 2024Q4: 1,204 shares; 2025Q1: 1,340 shares; 2025Q2: not reported; 2025Q3: 3,395 shares; 2025Q4: 3,604 shares 3,604 $2.47M 0.32% +209 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: 16,555 shares; 2024Q4: 17,260 shares; 2025Q1: 16,815 shares; 2025Q2: not reported; 2025Q3: 16,738 shares; 2025Q4: 16,642 shares 16,642 $2.38M 0.31% -96 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,023 shares; 2024Q4: 120,027 shares; 2025Q1: 132,098 shares; 2025Q2: not reported; 2025Q3: 153,112 shares; 2025Q4: 131,672 shares 131,672 $2.33M 0.3% -21,440 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: 27,797 shares; 2024Q4: 26,146 shares; 2025Q1: 25,991 shares; 2025Q2: 23,707 shares; 2025Q3: 29,000 shares; 2025Q4: 31,371 shares 31,371 $1.96M 0.25% +2,371 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,162 shares; 2024Q4: 79,639 shares; 2025Q1: 94,352 shares; 2025Q2: not reported; 2025Q3: 141,856 shares; 2025Q4: 151,386 shares 151,386 $1.95M 0.25% +9,530 Timeline EFA 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: 18,746 shares; 2024Q4: 17,500 shares; 2025Q1: 18,174 shares; 2025Q2: not reported; 2025Q3: 19,613 shares; 2025Q4: 19,924 shares 19,924 $1.91M 0.25% +311 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: 74,827 shares; 2024Q4: 77,444 shares; 2025Q1: 79,064 shares; 2025Q2: 80,040 shares; 2025Q3: 73,953 shares; 2025Q4: 74,640 shares 74,640 $1.86M 0.24% +687 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: 2,946 shares; 2024Q4: 2,739 shares; 2025Q1: 4,183 shares; 2025Q2: 4,347 shares; 2025Q3: 3,877 shares; 2025Q4: 3,988 shares 3,988 $1.79M 0.23% +111 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: 4,718 shares; 2024Q4: 6,935 shares; 2025Q1: 9,939 shares; 2025Q2: not reported; 2025Q3: 10,462 shares; 2025Q4: 11,932 shares 11,932 $1.77M 0.23% +1,470 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: 7,926 shares; 2024Q4: 7,120 shares; 2025Q1: 6,190 shares; 2025Q2: 6,608 shares; 2025Q3: 7,244 shares; 2025Q4: 7,686 shares 7,686 $1.77M 0.23% +442 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: 6,904 shares; 2024Q4: 6,506 shares; 2025Q1: 6,974 shares; 2025Q2: not reported; 2025Q3: 5,864 shares; 2025Q4: 5,425 shares 5,425 $1.75M 0.23% -439 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: 16,296 shares; 2024Q4: 40,564 shares; 2025Q1: 41,528 shares; 2025Q2: 17,749 shares; 2025Q3: 21,673 shares; 2025Q4: 18,418 shares 18,418 $1.68M 0.22% -3,255 Timeline SPGM 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: 16,257 shares; 2024Q4: 16,789 shares; 2025Q1: 17,916 shares; 2025Q2: 20,167 shares; 2025Q3: 20,393 shares; 2025Q4: 21,733 shares 21,733 $1.67M 0.22% +1,340 Timeline IWV 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: 4,249 shares; 2024Q4: 4,249 shares; 2025Q1: 4,249 shares; 2025Q2: 4,249 shares; 2025Q3: 4,249 shares; 2025Q4: 4,249 shares 4,249 $1.64M 0.21% 0 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,491 shares; 2024Q4: 95,122 shares; 2025Q1: 113,205 shares; 2025Q2: 137,601 shares; 2025Q3: 145,438 shares; 2025Q4: 137,835 shares 137,835 $1.62M 0.21% -7,603 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: 6,896 shares; 2024Q4: 5,624 shares; 2025Q1: 6,844 shares; 2025Q2: 4,739 shares; 2025Q3: 7,668 shares; 2025Q4: 7,890 shares 7,890 $1.51M 0.2% +222 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: 8,392 shares; 2024Q4: 7,779 shares; 2025Q1: 10,970 shares; 2025Q2: 2,355 shares; 2025Q3: 13,343 shares; 2025Q4: 12,897 shares 12,897 $1.44M 0.19% -446 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: 2,146 shares; 2024Q4: 2,107 shares; 2025Q1: 3,621 shares; 2025Q2: 3,760 shares; 2025Q3: 4,441 shares; 2025Q4: 4,470 shares 4,470 $1.4M 0.18% +29 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: 3,352 shares; 2024Q4: 3,488 shares; 2025Q1: 3,425 shares; 2025Q2: 1,367 shares; 2025Q3: 3,385 shares; 2025Q4: 3,993 shares 3,993 $1.37M 0.18% +608 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: 6,877 shares; 2024Q4: 5,997 shares; 2025Q1: 8,477 shares; 2025Q2: 11,108 shares; 2025Q3: 13,066 shares; 2025Q4: 12,501 shares 12,501 $1.33M 0.17% -565 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: 10,343 shares; 2024Q4: 10,551 shares; 2025Q1: 9,931 shares; 2025Q2: not reported; 2025Q3: 9,231 shares; 2025Q4: 7,598 shares 7,598 $1.3M 0.17% -1,633 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: 16,522 shares; 2024Q4: 10,947 shares; 2025Q1: 12,559 shares; 2025Q2: not reported; 2025Q3: 12,494 shares; 2025Q4: 12,541 shares 12,541 $1.29M 0.17% +47 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: 5,182 shares; 2024Q4: 5,187 shares; 2025Q1: 5,206 shares; 2025Q2: not reported; 2025Q3: 5,233 shares; 2025Q4: 5,170 shares 5,170 $1.25M 0.16% -63 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: not reported; 2024Q4: 1,062 shares; 2025Q1: 1,470 shares; 2025Q2: 2,655 shares; 2025Q3: 2,917 shares; 2025Q4: 3,310 shares 3,310 $1.19M 0.15% +393 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: 14,748 shares; 2024Q4: 19,344 shares; 2025Q1: 13,626 shares; 2025Q2: 6,040 shares; 2025Q3: 11,798 shares; 2025Q4: 11,768 shares 11,768 $1.18M 0.15% -30 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: 6,720 shares; 2024Q4: 5,567 shares; 2025Q1: 6,141 shares; 2025Q2: not reported; 2025Q3: 10,856 shares; 2025Q4: 9,757 shares 9,757 $1.17M 0.15% -1,099 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: 7,183 shares; 2024Q4: 4,939 shares; 2025Q1: 9,784 shares; 2025Q2: not reported; 2025Q3: 23,756 shares; 2025Q4: 22,895 shares 22,895 $1.17M 0.15% -861 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: 7,461 shares; 2024Q4: 7,491 shares; 2025Q1: 6,729 shares; 2025Q2: not reported; 2025Q3: 10,736 shares; 2025Q4: 10,550 shares 10,550 $1.13M 0.15% -186 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,580 shares; 2024Q4: 50,957 shares; 2025Q1: 52,587 shares; 2025Q2: 50,854 shares; 2025Q3: 49,306 shares; 2025Q4: 45,182 shares 45,182 $1.1M 0.14% -4,124 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: 2,536 shares; 2024Q4: 2,557 shares; 2025Q1: 2,570 shares; 2025Q2: 2,234 shares; 2025Q3: 2,526 shares; 2025Q4: 2,234 shares 2,234 $1.06M 0.14% -292 Timeline STIP 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: 10,503 shares; 2025Q2: not reported; 2025Q3: 10,919 shares; 2025Q4: 10,323 shares 10,323 $1.06M 0.14% -596 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,166 shares; 2024Q4: 9,882 shares; 2025Q1: 8,836 shares; 2025Q2: not reported; 2025Q3: 6,374 shares; 2025Q4: 8,173 shares 8,173 $1.03M 0.13% +1,799 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,475 shares; 2024Q4: 8,533 shares; 2025Q1: 9,660 shares; 2025Q2: 9,890 shares; 2025Q3: 9,712 shares; 2025Q4: 9,933 shares 9,933 $988K 0.13% +221 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: 1,775 shares; 2024Q4: 1,980 shares; 2025Q1: 2,322 shares; 2025Q2: 2,399 shares; 2025Q3: 2,465 shares; 2025Q4: 2,467 shares 2,467 $978K 0.13% +2 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,128 shares; 2024Q4: 38,762 shares; 2025Q1: 38,692 shares; 2025Q2: not reported; 2025Q3: 39,132 shares; 2025Q4: 39,958 shares 39,958 $920K 0.12% +826 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 4,648 shares; 2025Q1: 3,912 shares; 2025Q2: not reported; 2025Q3: 3,441 shares; 2025Q4: 3,198 shares 3,198 $886K 0.11% -243 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC 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: 128,995 shares; 2025Q4: 191,999 shares 191,999 $841K 0.11% +63,004 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: 1,438 shares; 2024Q4: 1,395 shares; 2025Q1: 1,386 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,372 shares 1,372 $828K 0.11% +1 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: not reported; 2024Q4: not reported; 2025Q1: 10,844 shares; 2025Q2: not reported; 2025Q3: 10,844 shares; 2025Q4: 10,951 shares 10,951 $826K 0.11% +107 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,617 shares; 2024Q4: 18,545 shares; 2025Q1: 12,245 shares; 2025Q2: 12,034 shares; 2025Q3: 11,290 shares; 2025Q4: 9,371 shares 9,371 $785K 0.1% -1,919 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,835 shares; 2025Q1: 2,847 shares; 2025Q2: 2,847 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares 2,835 $781K 0.1% 0 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: 10,511 shares; 2024Q4: 10,925 shares; 2025Q1: 11,189 shares; 2025Q2: not reported; 2025Q3: 12,347 shares; 2025Q4: 11,628 shares 11,628 $767K 0.1% -719 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 4,516 shares; 2025Q1: 4,181 shares; 2025Q2: not reported; 2025Q3: 4,098 shares; 2025Q4: 3,999 shares 3,999 $766K 0.1% -99 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: 1,506 shares; 2024Q4: 1,381 shares; 2025Q1: 1,394 shares; 2025Q2: 1,395 shares; 2025Q3: 2,168 shares; 2025Q4: 2,177 shares 2,177 $763K 0.1% +9 Timeline BWX 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: 12,146 shares; 2024Q4: 13,198 shares; 2025Q1: 14,267 shares; 2025Q2: 16,116 shares; 2025Q3: 24,690 shares; 2025Q4: 33,512 shares 33,512 $755K 0.1% +8,822 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,770 shares 37,770 $739K 0.1% new Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,645 shares; 2025Q1: 20,657 shares; 2025Q2: not reported; 2025Q3: 20,681 shares; 2025Q4: 20,694 shares 20,694 $726K 0.09% +13 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: 4,344 shares; 2025Q1: 4,205 shares; 2025Q2: not reported; 2025Q3: 4,193 shares; 2025Q4: 4,149 shares 4,149 $710K 0.09% -44 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: 6,841 shares; 2024Q4: 10,380 shares; 2025Q1: 11,375 shares; 2025Q2: 11,858 shares; 2025Q3: 12,663 shares; 2025Q4: 14,102 shares 14,102 $660K 0.09% +1,439 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: 1,450 shares; 2024Q4: 1,246 shares; 2025Q1: 1,279 shares; 2025Q2: not reported; 2025Q3: 1,182 shares; 2025Q4: 1,119 shares 1,119 $641K 0.08% -63 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,781 shares; 2025Q1: 1,793 shares; 2025Q2: 1,793 shares; 2025Q3: 1,793 shares; 2025Q4: 1,726 shares 1,726 $639K 0.08% -67 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: 1,381 shares; 2024Q4: 1,397 shares; 2025Q1: 1,264 shares; 2025Q2: 1,485 shares; 2025Q3: 1,683 shares; 2025Q4: 2,916 shares 2,916 $633K 0.08% +1,233 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 2,803 shares; 2025Q1: 2,803 shares; 2025Q2: 2,872 shares; 2025Q3: 3,078 shares; 2025Q4: 2,872 shares 2,872 $608K 0.08% -206 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: 9,631 shares; 2024Q4: 14,696 shares; 2025Q1: 16,276 shares; 2025Q2: 11,890 shares; 2025Q3: 11,343 shares; 2025Q4: 12,809 shares 12,809 $600K 0.08% +1,466 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: 8,058 shares; 2024Q4: 4,195 shares; 2025Q1: 4,200 shares; 2025Q2: not reported; 2025Q3: 5,965 shares; 2025Q4: 6,333 shares 6,333 $596K 0.08% +368 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 1,982 shares; 2025Q1: 1,723 shares; 2025Q2: 1,914 shares; 2025Q3: 1,923 shares; 2025Q4: 1,914 shares 1,914 $578K 0.07% -9 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: 1,798 shares; 2024Q4: 1,800 shares; 2025Q1: 1,806 shares; 2025Q2: 1,858 shares; 2025Q3: 2,121 shares; 2025Q4: 2,169 shares 2,169 $575K 0.07% +48 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 599 shares; 2025Q1: 1,016 shares; 2025Q2: not reported; 2025Q3: 1,028 shares; 2025Q4: 1,155 shares 1,155 $563K 0.07% +127 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,869 shares; 2024Q4: 8,879 shares; 2025Q1: 6,177 shares; 2025Q2: not reported; 2025Q3: 5,349 shares; 2025Q4: 5,040 shares 5,040 $533K 0.07% -309 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: 5,291 shares; 2024Q4: 3,934 shares; 2025Q1: 4,035 shares; 2025Q2: not reported; 2025Q3: 4,448 shares; 2025Q4: 4,422 shares 4,422 $532K 0.07% -26 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: 8,692 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,963 shares 17,963 $518K 0.07% new Timeline INMU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,257 shares; 2025Q4: 20,871 shares 20,871 $502K 0.07% +1,614 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 3,492 shares; 2025Q1: 3,448 shares; 2025Q2: 3,098 shares; 2025Q3: 3,098 shares; 2025Q4: 3,098 shares 3,098 $495K 0.06% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 2,604 shares; 2025Q1: 3,118 shares; 2025Q2: not reported; 2025Q3: 3,111 shares; 2025Q4: 2,292 shares 2,292 $474K 0.06% -819 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,649 shares; 2024Q4: 40,869 shares; 2025Q1: 36,683 shares; 2025Q2: not reported; 2025Q3: 36,578 shares; 2025Q4: 35,875 shares 35,875 $465K 0.06% -703 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: 2,585 shares; 2024Q4: 2,980 shares; 2025Q1: 2,693 shares; 2025Q2: not reported; 2025Q3: 2,039 shares; 2025Q4: 1,888 shares 1,888 $465K 0.06% -151 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: 807 shares; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: not reported; 2025Q3: 808 shares; 2025Q4: 910 shares 910 $465K 0.06% +102 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: 4,691 shares; 2024Q4: 3,433 shares; 2025Q1: 3,448 shares; 2025Q2: not reported; 2025Q3: 3,761 shares; 2025Q4: 3,788 shares 3,788 $461K 0.06% +27 Timeline DSI 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: 3,457 shares; 2024Q4: 3,538 shares; 2025Q1: 3,960 shares; 2025Q2: not reported; 2025Q3: 3,715 shares; 2025Q4: 3,493 shares 3,493 $450K 0.06% -222 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,583 shares 8,583 $434K 0.06% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,204 shares; 2024Q4: 26,934 shares; 2025Q1: 22,236 shares; 2025Q2: not reported; 2025Q3: 26,915 shares; 2025Q4: 16,521 shares 16,521 $434K 0.06% -10,394 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: 2,125 shares; 2024Q4: 2,100 shares; 2025Q1: 2,010 shares; 2025Q2: 1,985 shares; 2025Q3: 1,990 shares; 2025Q4: 1,963 shares 1,963 $420K 0.05% -27 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares 6,900 $414K 0.05% 0 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: 300 shares; 2024Q4: 480 shares; 2025Q1: 493 shares; 2025Q2: not reported; 2025Q3: 444 shares; 2025Q4: 382 shares 382 $411K 0.05% -62 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,612 shares; 2025Q2: 3,531 shares; 2025Q3: 3,573 shares; 2025Q4: 4,174 shares 4,174 $406K 0.05% +601 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,229 shares 3,229 $398K 0.05% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 673 shares; 2025Q1: 672 shares; 2025Q2: not reported; 2025Q3: 678 shares; 2025Q4: 691 shares 691 $394K 0.05% +13 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: 3,325 shares; 2024Q4: 3,349 shares; 2025Q1: 3,356 shares; 2025Q2: not reported; 2025Q3: 3,395 shares; 2025Q4: 2,984 shares 2,984 $385K 0.05% -411 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 3,626 shares; 2025Q1: 2,840 shares; 2025Q2: not reported; 2025Q3: 2,775 shares; 2025Q4: 2,762 shares 2,762 $382K 0.05% -13 Timeline SHM 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: 10,643 shares; 2024Q4: 10,215 shares; 2025Q1: 9,513 shares; 2025Q2: 7,956 shares; 2025Q3: 7,718 shares; 2025Q4: 7,673 shares 7,673 $368K 0.05% -45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,910 shares 4,910 $364K 0.05% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 2,633 shares; 2025Q1: 2,643 shares; 2025Q2: 2,644 shares; 2025Q3: 2,603 shares; 2025Q4: 2,591 shares 2,591 $361K 0.05% -12 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: 1,452 shares; 2025Q3: 1,523 shares; 2025Q4: 2,434 shares 2,434 $350K 0.05% +911 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: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: not reported; 2025Q3: 466 shares; 2025Q4: 428 shares 428 $346K 0.04% -38 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: not reported; 2024Q4: 391 shares; 2025Q1: 392 shares; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 393 shares 393 $346K 0.04% +1 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: 1,891 shares; 2024Q4: 1,517 shares; 2025Q1: 1,522 shares; 2025Q2: 1,527 shares; 2025Q3: 1,533 shares; 2025Q4: 1,565 shares 1,565 $344K 0.04% +32 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: 5,924 shares; 2024Q4: 5,914 shares; 2025Q1: 6,644 shares; 2025Q2: 4,879 shares; 2025Q3: 6,910 shares; 2025Q4: 4,884 shares 4,884 $341K 0.04% -2,026 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,726 shares; 2024Q4: not reported; 2025Q1: 2,022 shares; 2025Q2: not reported; 2025Q3: 2,386 shares; 2025Q4: 2,296 shares 2,296 $337K 0.04% -90 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,498 shares; 2025Q1: 1,502 shares; 2025Q2: not reported; 2025Q3: 1,509 shares; 2025Q4: 1,513 shares 1,513 $321K 0.04% +4 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: 4,951 shares; 2024Q4: 4,668 shares; 2025Q1: 3,095 shares; 2025Q2: 2,189 shares; 2025Q3: 3,219 shares; 2025Q4: 2,189 shares 2,189 $314K 0.04% -1,030 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: 4,991 shares; 2024Q4: not reported; 2025Q1: 6,226 shares; 2025Q2: 5,200 shares; 2025Q3: 6,273 shares; 2025Q4: 6,364 shares 6,364 $313K 0.04% +91 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,394 shares; 2024Q4: 15,370 shares; 2025Q1: 15,925 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,670 shares 8,670 $306K 0.04% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN 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: 1,262 shares; 2025Q4: 1,055 shares 1,055 $305K 0.04% -207 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: not reported; 2025Q3: 5,079 shares; 2025Q4: 4,682 shares 4,682 $302K 0.04% -397 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,581 shares; 2025Q2: not reported; 2025Q3: 6,615 shares; 2025Q4: 6,169 shares 6,169 $297K 0.04% -446 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,577 shares; 2025Q1: 2,423 shares; 2025Q2: not reported; 2025Q3: 2,199 shares; 2025Q4: 1,912 shares 1,912 $297K 0.04% -287 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,893 shares; 2024Q4: 21,209 shares; 2025Q1: 21,144 shares; 2025Q2: not reported; 2025Q3: 18,692 shares; 2025Q4: 16,746 shares 16,746 $296K 0.04% -1,946 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,554 shares; 2024Q4: 4,649 shares; 2025Q1: 4,702 shares; 2025Q2: not reported; 2025Q3: 5,450 shares; 2025Q4: 5,394 shares 5,394 $295K 0.04% -56 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: 905 shares; 2024Q4: 909 shares; 2025Q1: 914 shares; 2025Q2: 918 shares; 2025Q3: 1,122 shares; 2025Q4: 1,121 shares 1,121 $288K 0.04% -1 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: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: not reported; 2025Q3: 431 shares; 2025Q4: 431 shares 431 $286K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,897 shares; 2025Q4: 2,785 shares 2,785 $285K 0.04% -112 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,368 shares; 2025Q1: 2,909 shares; 2025Q2: not reported; 2025Q3: 3,197 shares; 2025Q4: 2,917 shares 2,917 $281K 0.04% -280 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,520 shares; 2025Q1: 4,534 shares; 2025Q2: not reported; 2025Q3: 5,514 shares; 2025Q4: 5,309 shares 5,309 $281K 0.04% -205 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: 2,163 shares; 2024Q4: 1,824 shares; 2025Q1: 1,860 shares; 2025Q2: not reported; 2025Q3: 2,143 shares; 2025Q4: 1,941 shares 1,941 $279K 0.04% -202 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: 322,699 shares; 2024Q4: 312,345 shares; 2025Q1: 11,022 shares; 2025Q2: not reported; 2025Q3: 7,935 shares; 2025Q4: 5,847 shares 5,847 $272K 0.04% -2,088 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 2,406 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,664 shares 2,664 $257K 0.03% new Timeline SPBO 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: 7,836 shares; 2025Q2: not reported; 2025Q3: 7,745 shares; 2025Q4: 8,736 shares 8,736 $256K 0.03% +991 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,734 shares 4,734 $254K 0.03% new Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,437 shares 10,437 $247K 0.03% new 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: 1,540 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 839 shares; 2025Q4: 984 shares 984 $246K 0.03% +145 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: 7,629 shares; 2025Q4: 6,659 shares 6,659 $246K 0.03% -970 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: 2,521 shares; 2024Q4: 1,973 shares; 2025Q1: 1,986 shares; 2025Q2: not reported; 2025Q3: 1,634 shares; 2025Q4: 1,586 shares 1,586 $246K 0.03% -48 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 1,168 shares; 2025Q4: 1,168 shares 1,168 $239K 0.03% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,151 shares; 2025Q4: 1,117 shares 1,117 $237K 0.03% -34 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,171 shares; 2025Q4: 4,878 shares 4,878 $233K 0.03% +707 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,261 shares; 2025Q3: 6,261 shares; 2025Q4: 6,261 shares 6,261 $232K 0.03% 0 Timeline IGRO 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: 2,746 shares 2,746 $227K 0.03% new Timeline PXF 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: 4,219 shares; 2025Q4: 3,451 shares 3,451 $226K 0.03% -768 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: 7,695 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,252 shares; 2025Q4: 1,269 shares 1,269 $226K 0.03% -983 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: not reported; 2024Q4: 760 shares; 2025Q1: 766 shares; 2025Q2: not reported; 2025Q3: 739 shares; 2025Q4: 734 shares 734 $224K 0.03% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,096 shares; 2025Q4: 1,122 shares 1,122 $219K 0.03% +26 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,778 shares; 2025Q2: not reported; 2025Q3: 15,778 shares; 2025Q4: 15,778 shares 15,778 $218K 0.03% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312 shares; 2025Q3: 284 shares; 2025Q4: 284 shares 284 $214K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: not reported; 2025Q1: 3,785 shares; 2025Q2: not reported; 2025Q3: 4,093 shares; 2025Q4: 2,409 shares 2,409 $210K 0.03% -1,684 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: 3,486 shares; 2024Q4: not reported; 2025Q1: 891 shares; 2025Q2: not reported; 2025Q3: 722 shares; 2025Q4: 695 shares 695 $206K 0.03% -27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,028 shares 3,028 $204K 0.03% new Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,655 shares 8,655 $202K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 611 shares 611 $202K 0.03% new Timeline IBND 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: 6,233 shares 6,233 $200K 0.03% new Timeline XAWPX ABRDN GLOBAL PREMIER PROPERT More: the full row for ABRDN GLOBAL PREMIER PROPERT 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: 50,988 shares; 2025Q3: 50,988 shares; 2025Q4: 50,988 shares 50,988 $196K 0.03% 0 Timeline