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: 33,219 shares; 2024Q4: 34,053 shares; 2025Q1: 34,131 shares; 2025Q2: 34,930 shares; 2025Q3: 30,183 shares; 2025Q4: 29,700 shares 29,700 $18.6M 5.2% -483 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,317 shares; 2024Q4: 45,457 shares; 2025Q1: 43,784 shares; 2025Q2: 43,069 shares; 2025Q3: 36,102 shares; 2025Q4: 35,774 shares 35,774 $14.8M 4.12% -328 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: 16,094 shares; 2024Q4: 17,776 shares; 2025Q1: 10,490 shares; 2025Q2: 17,626 shares; 2025Q3: 13,004 shares; 2025Q4: 20,289 shares 20,289 $13.9M 3.88% +7,285 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: 75,606 shares; 2024Q4: 78,242 shares; 2025Q1: 77,832 shares; 2025Q2: 75,328 shares; 2025Q3: 55,657 shares; 2025Q4: 54,036 shares 54,036 $10.1M 2.82% -1,621 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,060 shares; 2024Q4: 87,124 shares; 2025Q1: 84,491 shares; 2025Q2: 82,292 shares; 2025Q3: 64,710 shares; 2025Q4: 64,801 shares 64,801 $9.15M 2.56% +91 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: 70,717 shares; 2024Q4: 72,282 shares; 2025Q1: 74,765 shares; 2025Q2: 78,029 shares; 2025Q3: 83,525 shares; 2025Q4: 83,869 shares 83,869 $7.5M 2.1% +344 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,940 shares; 2024Q4: 53,295 shares; 2025Q1: 66,454 shares; 2025Q2: 79,453 shares; 2025Q3: 120,477 shares; 2025Q4: 144,766 shares 144,766 $6.67M 1.86% +24,289 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: 25,171 shares; 2024Q4: 25,278 shares; 2025Q1: 27,271 shares; 2025Q2: 27,105 shares; 2025Q3: 27,658 shares; 2025Q4: 27,689 shares 27,689 $6.09M 1.7% +31 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: 5,190 shares; 2024Q4: 6,880 shares; 2025Q1: 7,743 shares; 2025Q2: 8,124 shares; 2025Q3: 9,086 shares; 2025Q4: 9,812 shares 9,812 $6.03M 1.68% +726 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,365 shares; 2024Q4: 85,587 shares; 2025Q1: 90,381 shares; 2025Q2: 80,352 shares; 2025Q3: 69,782 shares; 2025Q4: 73,669 shares 73,669 $5.94M 1.66% +3,887 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: 16,462 shares; 2024Q4: 15,828 shares; 2025Q1: 13,106 shares; 2025Q2: 12,748 shares; 2025Q3: 12,479 shares; 2025Q4: 17,190 shares 17,190 $5.76M 1.61% +4,711 Timeline VOE 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: 33,913 shares; 2024Q4: 36,178 shares; 2025Q1: 35,618 shares; 2025Q2: 36,264 shares; 2025Q3: 31,192 shares; 2025Q4: 31,519 shares 31,519 $5.59M 1.56% +327 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: 29,252 shares; 2024Q4: 29,388 shares; 2025Q1: 29,516 shares; 2025Q2: 31,357 shares; 2025Q3: 20,195 shares; 2025Q4: 19,844 shares 19,844 $5.39M 1.51% -351 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: 28,502 shares; 2024Q4: 28,818 shares; 2025Q1: 28,138 shares; 2025Q2: 27,505 shares; 2025Q3: 22,699 shares; 2025Q4: 22,686 shares 22,686 $4.8M 1.34% -13 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,686 shares; 2024Q4: 10,376 shares; 2025Q1: 12,304 shares; 2025Q2: 13,819 shares; 2025Q3: 15,988 shares; 2025Q4: 16,867 shares 16,867 $4.35M 1.22% +879 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: 24,841 shares; 2024Q4: 25,279 shares; 2025Q1: 27,725 shares; 2025Q2: 24,792 shares; 2025Q3: 18,021 shares; 2025Q4: 18,029 shares 18,029 $4.16M 1.16% +8 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,564 shares; 2024Q4: 50,306 shares; 2025Q1: 48,439 shares; 2025Q2: 47,253 shares; 2025Q3: 40,760 shares; 2025Q4: 40,577 shares 40,577 $4.07M 1.14% -183 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: 15,180 shares; 2024Q4: 14,923 shares; 2025Q1: 15,087 shares; 2025Q2: 15,134 shares; 2025Q3: 8,270 shares; 2025Q4: 8,277 shares 8,277 $4M 1.12% +7 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: 11,620 shares; 2024Q4: 12,145 shares; 2025Q1: 13,800 shares; 2025Q2: 14,223 shares; 2025Q3: 15,481 shares; 2025Q4: 15,755 shares 15,755 $3.88M 1.08% +274 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: 20,162 shares; 2024Q4: 20,389 shares; 2025Q1: 20,767 shares; 2025Q2: 20,926 shares; 2025Q3: 12,906 shares; 2025Q4: 12,346 shares 12,346 $3.86M 1.08% -560 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: 25,839 shares; 2024Q4: 27,744 shares; 2025Q1: 29,405 shares; 2025Q2: 28,719 shares; 2025Q3: 33,035 shares; 2025Q4: 36,242 shares 36,242 $3.62M 1.01% +3,207 Timeline VOT 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: 19,937 shares; 2024Q4: 20,127 shares; 2025Q1: 19,139 shares; 2025Q2: 18,481 shares; 2025Q3: 12,770 shares; 2025Q4: 12,847 shares 12,847 $3.59M 1% +77 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: 32,095 shares; 2024Q4: 32,542 shares; 2025Q1: 34,773 shares; 2025Q2: 35,208 shares; 2025Q3: 36,600 shares; 2025Q4: 37,058 shares 37,058 $3.57M 1% +458 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: 55,839 shares; 2024Q4: 57,575 shares; 2025Q1: 57,342 shares; 2025Q2: 56,265 shares; 2025Q3: 46,986 shares; 2025Q4: 46,022 shares 46,022 $3.09M 0.86% -964 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 4 shares 4 $3.02M 0.84% +2 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: 8,336 shares; 2024Q4: 9,415 shares; 2025Q1: 11,813 shares; 2025Q2: 13,025 shares; 2025Q3: 18,237 shares; 2025Q4: 20,765 shares 20,765 $2.98M 0.83% +2,528 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,028 shares; 2024Q4: 19,199 shares; 2025Q1: 20,190 shares; 2025Q2: 20,666 shares; 2025Q3: 19,899 shares; 2025Q4: 19,412 shares 19,412 $2.81M 0.78% -487 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: 6,275 shares; 2024Q4: 5,816 shares; 2025Q1: 5,777 shares; 2025Q2: 5,557 shares; 2025Q3: 4,710 shares; 2025Q4: 5,608 shares 5,608 $2.74M 0.76% +898 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: 5,136 shares; 2024Q4: 5,394 shares; 2025Q1: 5,456 shares; 2025Q2: 5,299 shares; 2025Q3: 4,782 shares; 2025Q4: 5,316 shares 5,316 $2.67M 0.75% +534 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: 27,900 shares; 2024Q4: 29,274 shares; 2025Q1: 31,632 shares; 2025Q2: 31,619 shares; 2025Q3: 36,901 shares; 2025Q4: 35,988 shares 35,988 $2.38M 0.66% -913 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,695 shares; 2024Q4: 30,890 shares; 2025Q1: 28,984 shares; 2025Q2: 24,187 shares; 2025Q3: 23,228 shares; 2025Q4: 23,150 shares 23,150 $2.36M 0.66% -78 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: 9,996 shares; 2024Q4: 10,070 shares; 2025Q1: 9,619 shares; 2025Q2: 9,096 shares; 2025Q3: 7,633 shares; 2025Q4: 7,603 shares 7,603 $2.3M 0.64% -30 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 5,398 shares; 2025Q1: 8,473 shares; 2025Q2: 10,147 shares; 2025Q3: 13,445 shares; 2025Q4: 14,973 shares 14,973 $2.26M 0.63% +1,528 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: 7,882 shares; 2024Q4: 7,776 shares; 2025Q1: 7,464 shares; 2025Q2: 7,482 shares; 2025Q3: 7,050 shares; 2025Q4: 7,016 shares 7,016 $2.2M 0.61% -34 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: 14,614 shares; 2024Q4: 14,239 shares; 2025Q1: 13,958 shares; 2025Q2: 13,727 shares; 2025Q3: 11,863 shares; 2025Q4: 11,442 shares 11,442 $2.19M 0.61% -421 Timeline VXF 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: 11,949 shares; 2024Q4: 12,005 shares; 2025Q1: 12,263 shares; 2025Q2: 13,693 shares; 2025Q3: 9,994 shares; 2025Q4: 9,638 shares 9,638 $2.02M 0.56% -356 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: 3,845 shares; 2024Q4: 3,922 shares; 2025Q1: 4,142 shares; 2025Q2: 4,212 shares; 2025Q3: 2,904 shares; 2025Q4: 3,047 shares 3,047 $2.01M 0.56% +143 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,081 shares; 2024Q4: 99,301 shares; 2025Q1: 82,430 shares; 2025Q2: 56,380 shares; 2025Q3: 54,139 shares; 2025Q4: 58,356 shares 58,356 $2M 0.56% +4,217 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: 6,979 shares; 2024Q4: 13,606 shares; 2025Q1: 20,333 shares; 2025Q2: 24,275 shares; 2025Q3: 37,354 shares; 2025Q4: 42,025 shares 42,025 $1.99M 0.56% +4,671 Timeline IWN 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: 10,473 shares; 2024Q4: 10,510 shares; 2025Q1: 10,883 shares; 2025Q2: 10,860 shares; 2025Q3: 10,961 shares; 2025Q4: 10,848 shares 10,848 $1.97M 0.55% -113 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: 17,597 shares; 2024Q4: 18,386 shares; 2025Q1: 19,917 shares; 2025Q2: 21,972 shares; 2025Q3: 19,061 shares; 2025Q4: 20,040 shares 20,040 $1.95M 0.54% +979 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,114 shares; 2024Q4: 32,463 shares; 2025Q1: 39,609 shares; 2025Q2: 37,113 shares; 2025Q3: 44,307 shares; 2025Q4: 46,971 shares 46,971 $1.85M 0.52% +2,664 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,142 shares; 2024Q4: 44,538 shares; 2025Q1: 52,794 shares; 2025Q2: 48,931 shares; 2025Q3: 41,920 shares; 2025Q4: 42,929 shares 42,929 $1.84M 0.51% +1,009 Timeline IGIB 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: 31,154 shares; 2024Q4: 31,668 shares; 2025Q1: 41,111 shares; 2025Q2: 40,338 shares; 2025Q3: 34,079 shares; 2025Q4: 33,977 shares 33,977 $1.83M 0.51% -102 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,524 shares; 2024Q4: 27,312 shares; 2025Q1: 25,972 shares; 2025Q2: 23,593 shares; 2025Q3: 23,706 shares; 2025Q4: 23,681 shares 23,681 $1.82M 0.51% -25 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,696 shares; 2024Q4: 18,924 shares; 2025Q1: 18,197 shares; 2025Q2: 16,163 shares; 2025Q3: 15,707 shares; 2025Q4: 15,606 shares 15,606 $1.74M 0.49% -101 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,759 shares; 2024Q4: 15,534 shares; 2025Q1: 15,927 shares; 2025Q2: 15,106 shares; 2025Q3: 12,615 shares; 2025Q4: 12,289 shares 12,289 $1.73M 0.48% -326 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: 63,452 shares; 2024Q4: 71,078 shares; 2025Q1: 69,205 shares; 2025Q2: 70,820 shares; 2025Q3: 69,395 shares; 2025Q4: 74,502 shares 74,502 $1.72M 0.48% +5,107 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: 7,214 shares; 2024Q4: 8,076 shares; 2025Q1: 7,807 shares; 2025Q2: 8,681 shares; 2025Q3: 5,030 shares; 2025Q4: 4,935 shares 4,935 $1.71M 0.48% -95 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: 11,926 shares; 2024Q4: 11,936 shares; 2025Q1: 12,001 shares; 2025Q2: 12,123 shares; 2025Q3: 13,120 shares; 2025Q4: 14,068 shares 14,068 $1.67M 0.47% +948 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: 5,422 shares; 2024Q4: 5,873 shares; 2025Q1: 6,129 shares; 2025Q2: 6,551 shares; 2025Q3: 5,608 shares; 2025Q4: 8,277 shares 8,277 $1.61M 0.45% +2,669 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: 15,475 shares; 2024Q4: 15,334 shares; 2025Q1: 14,831 shares; 2025Q2: 14,520 shares; 2025Q3: 13,312 shares; 2025Q4: 13,334 shares 13,334 $1.59M 0.44% +22 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: 5,692 shares; 2024Q4: 6,572 shares; 2025Q1: 8,876 shares; 2025Q2: 9,615 shares; 2025Q3: 9,545 shares; 2025Q4: 10,229 shares 10,229 $1.58M 0.44% +684 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: 10,223 shares; 2024Q4: 10,219 shares; 2025Q1: 10,452 shares; 2025Q2: 9,775 shares; 2025Q3: 6,118 shares; 2025Q4: 6,129 shares 6,129 $1.53M 0.43% +11 Timeline FJAN 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: 7,764 shares; 2024Q4: 11,958 shares; 2025Q1: 33,130 shares; 2025Q2: 31,172 shares; 2025Q3: 30,106 shares; 2025Q4: 29,290 shares 29,290 $1.52M 0.42% -816 Timeline SSO 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: 6,085 shares; 2024Q4: 6,040 shares; 2025Q1: 2,432 shares; 2025Q2: not reported; 2025Q3: 52,807 shares; 2025Q4: 24,490 shares 24,490 $1.42M 0.4% -28,317 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,073 shares; 2024Q4: 107,813 shares; 2025Q1: 110,644 shares; 2025Q2: 110,636 shares; 2025Q3: 112,682 shares; 2025Q4: 99,881 shares 99,881 $1.41M 0.39% -12,801 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,120 shares; 2024Q4: 22,104 shares; 2025Q1: 20,934 shares; 2025Q2: 21,302 shares; 2025Q3: 25,238 shares; 2025Q4: 26,348 shares 26,348 $1.36M 0.38% +1,110 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: 29,188 shares; 2024Q4: 27,966 shares; 2025Q1: 27,684 shares; 2025Q2: 27,730 shares; 2025Q3: 30,389 shares; 2025Q4: 30,630 shares 30,630 $1.36M 0.38% +241 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,747 shares; 2024Q4: 22,087 shares; 2025Q1: 19,520 shares; 2025Q2: 19,923 shares; 2025Q3: 19,096 shares; 2025Q4: 19,073 shares 19,073 $1.33M 0.37% -23 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,291 shares; 2024Q4: 2,262 shares; 2025Q1: 3,046 shares; 2025Q2: 4,021 shares; 2025Q3: 2,883 shares; 2025Q4: 2,716 shares 2,716 $1.32M 0.37% -167 Timeline FOXA FOX CORP More: the full row for FOX 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: 5,579 shares; 2025Q2: 9,466 shares; 2025Q3: 17,467 shares; 2025Q4: 17,429 shares 17,429 $1.27M 0.36% -38 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: 17,659 shares; 2024Q4: 20,917 shares; 2025Q1: 15,196 shares; 2025Q2: 15,198 shares; 2025Q3: 14,617 shares; 2025Q4: 20,053 shares 20,053 $1.25M 0.35% +5,436 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,653 shares; 2025Q1: 11,269 shares; 2025Q2: 11,497 shares; 2025Q3: 15,004 shares; 2025Q4: 14,953 shares 14,953 $1.25M 0.35% -51 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: 11,346 shares; 2024Q4: 11,859 shares; 2025Q1: 11,187 shares; 2025Q2: 11,566 shares; 2025Q3: 11,195 shares; 2025Q4: 11,464 shares 11,464 $1.22M 0.34% +269 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: 6,270 shares; 2024Q4: 6,279 shares; 2025Q1: 6,385 shares; 2025Q2: 6,562 shares; 2025Q3: 3,747 shares; 2025Q4: 3,723 shares 3,723 $1.2M 0.34% -24 Timeline BBUS 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: 13,849 shares; 2024Q4: 13,908 shares; 2025Q1: 14,253 shares; 2025Q2: 12,852 shares; 2025Q3: 9,604 shares; 2025Q4: 9,698 shares 9,698 $1.2M 0.33% +94 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,666 shares; 2025Q4: 11,714 shares 11,714 $1.17M 0.33% +7,048 Timeline FTHI 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: 23,301 shares; 2024Q4: 34,639 shares; 2025Q1: 38,409 shares; 2025Q2: 35,773 shares; 2025Q3: 48,773 shares; 2025Q4: 48,773 shares 48,773 $1.15M 0.32% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 4,362 shares; 2025Q1: 4,332 shares; 2025Q2: 4,480 shares; 2025Q3: 3,950 shares; 2025Q4: 3,928 shares 3,928 $1.14M 0.32% -22 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: 3,612 shares; 2024Q4: 3,502 shares; 2025Q1: 3,522 shares; 2025Q2: 6,922 shares; 2025Q3: 6,857 shares; 2025Q4: 6,973 shares 6,973 $1.12M 0.31% +116 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: 4,732 shares; 2024Q4: 4,737 shares; 2025Q1: 4,821 shares; 2025Q2: 4,682 shares; 2025Q3: 3,303 shares; 2025Q4: 3,195 shares 3,195 $1.12M 0.31% -108 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: 5,186 shares; 2024Q4: 5,213 shares; 2025Q1: 4,265 shares; 2025Q2: 5,234 shares; 2025Q3: 2,341 shares; 2025Q4: 2,480 shares 2,480 $1.12M 0.31% +139 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 3,049 shares; 2025Q1: 4,412 shares; 2025Q2: 4,916 shares; 2025Q3: 5,611 shares; 2025Q4: 5,803 shares 5,803 $1.11M 0.31% +192 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,708 shares; 2024Q4: not reported; 2025Q1: 12,926 shares; 2025Q2: not reported; 2025Q3: 12,312 shares; 2025Q4: 12,567 shares 12,567 $1.1M 0.31% +255 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: 5,928 shares; 2024Q4: 5,105 shares; 2025Q1: 5,500 shares; 2025Q2: 5,665 shares; 2025Q3: 4,931 shares; 2025Q4: 5,013 shares 5,013 $1.07M 0.3% +82 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: 3,031 shares; 2024Q4: 4,013 shares; 2025Q1: 5,046 shares; 2025Q2: 5,253 shares; 2025Q3: 5,514 shares; 2025Q4: 5,592 shares 5,592 $1.07M 0.3% +78 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: 1,977 shares; 2024Q4: 1,705 shares; 2025Q1: 1,757 shares; 2025Q2: 1,671 shares; 2025Q3: 998 shares; 2025Q4: 988 shares 988 $1.06M 0.3% -10 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,380 shares; 2024Q4: 24,231 shares; 2025Q1: 23,286 shares; 2025Q2: 23,806 shares; 2025Q3: 21,607 shares; 2025Q4: 22,459 shares 22,459 $1.06M 0.3% +852 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: 11,485 shares; 2024Q4: 51,203 shares; 2025Q1: 50,572 shares; 2025Q2: 51,842 shares; 2025Q3: 42,508 shares; 2025Q4: 42,345 shares 42,345 $1.05M 0.29% -163 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,218 shares; 2024Q4: 11,854 shares; 2025Q1: 11,855 shares; 2025Q2: 11,713 shares; 2025Q3: 10,460 shares; 2025Q4: 10,110 shares 10,110 $1.03M 0.29% -350 Timeline HYI WESTERN ASSET HIGH YIELD OPP More: the full row for WESTERN ASSET HIGH YIELD OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,707 shares; 2024Q4: 93,707 shares; 2025Q1: 93,707 shares; 2025Q2: 91,322 shares; 2025Q3: 91,322 shares; 2025Q4: 91,322 shares 91,322 $1.02M 0.28% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,419 shares; 2024Q4: 12,066 shares; 2025Q1: 11,759 shares; 2025Q2: 11,943 shares; 2025Q3: 8,938 shares; 2025Q4: 9,174 shares 9,174 $1.01M 0.28% +236 Timeline TIP 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: 10,049 shares; 2025Q1: 9,528 shares; 2025Q2: 9,034 shares; 2025Q3: 9,089 shares; 2025Q4: 9,080 shares 9,080 $998K 0.28% -9 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: 1,573 shares; 2024Q4: 1,639 shares; 2025Q1: 1,596 shares; 2025Q2: 1,561 shares; 2025Q3: 1,464 shares; 2025Q4: 1,439 shares 1,439 $981K 0.27% -25 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: 11,036 shares; 2024Q4: 11,422 shares; 2025Q1: 11,679 shares; 2025Q2: 10,382 shares; 2025Q3: 9,013 shares; 2025Q4: 9,057 shares 9,057 $970K 0.27% +44 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: not reported; 2024Q4: not reported; 2025Q1: 2,991 shares; 2025Q2: 5,756 shares; 2025Q3: 8,520 shares; 2025Q4: 9,973 shares 9,973 $959K 0.27% +1,453 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 24,505 shares; 2025Q1: 24,687 shares; 2025Q2: 25,674 shares; 2025Q3: 27,739 shares; 2025Q4: 29,332 shares 29,332 $957K 0.27% +1,593 Timeline JIRE 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: 13,769 shares; 2024Q4: 15,823 shares; 2025Q1: 16,354 shares; 2025Q2: 20,582 shares; 2025Q3: 12,625 shares; 2025Q4: 12,583 shares 12,583 $942K 0.26% -42 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,817 shares; 2024Q4: 25,713 shares; 2025Q1: 25,452 shares; 2025Q2: 26,733 shares; 2025Q3: 19,969 shares; 2025Q4: 19,052 shares 19,052 $921K 0.26% -917 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,207 shares; 2024Q4: 7,327 shares; 2025Q1: 7,459 shares; 2025Q2: 7,808 shares; 2025Q3: 9,824 shares; 2025Q4: 9,896 shares 9,896 $891K 0.25% +72 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: 19,808 shares; 2024Q4: 19,568 shares; 2025Q1: 19,678 shares; 2025Q2: 20,303 shares; 2025Q3: 6,156 shares; 2025Q4: 6,147 shares 6,147 $881K 0.25% -9 Timeline FJUN 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: 9,430 shares; 2024Q4: 13,098 shares; 2025Q1: 16,437 shares; 2025Q2: 15,590 shares; 2025Q3: 15,495 shares; 2025Q4: 15,316 shares 15,316 $874K 0.24% -179 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: 4,068 shares; 2024Q4: 4,065 shares; 2025Q1: 3,760 shares; 2025Q2: 3,382 shares; 2025Q3: 2,853 shares; 2025Q4: 2,660 shares 2,660 $871K 0.24% -193 Timeline FSEP 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: 10,304 shares; 2024Q4: 14,464 shares; 2025Q1: 18,224 shares; 2025Q2: 17,338 shares; 2025Q3: 17,047 shares; 2025Q4: 16,799 shares 16,799 $866K 0.24% -248 Timeline NBDS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,382 shares; 2024Q4: 11,746 shares; 2025Q1: 18,731 shares; 2025Q2: 22,128 shares; 2025Q3: 23,335 shares; 2025Q4: 24,367 shares 24,367 $864K 0.24% +1,032 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,117 shares; 2025Q4: 10,304 shares 10,304 $850K 0.24% +187 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,631 shares; 2024Q4: 14,727 shares; 2025Q1: 14,291 shares; 2025Q2: 9,491 shares; 2025Q3: 9,492 shares; 2025Q4: 11,197 shares 11,197 $848K 0.24% +1,705 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,599 shares; 2025Q2: 7,554 shares; 2025Q3: 8,561 shares; 2025Q4: 7,467 shares 7,467 $845K 0.24% -1,094 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 6,078 shares; 2025Q1: 6,381 shares; 2025Q2: 6,707 shares; 2025Q3: 6,671 shares; 2025Q4: 6,505 shares 6,505 $829K 0.23% -166 Timeline FMAR 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: 10,789 shares; 2024Q4: 14,894 shares; 2025Q1: 18,705 shares; 2025Q2: 17,740 shares; 2025Q3: 17,645 shares; 2025Q4: 17,463 shares 17,463 $829K 0.23% -182 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,453 shares; 2024Q4: 24,294 shares; 2025Q1: 25,298 shares; 2025Q2: 23,044 shares; 2025Q3: 9,956 shares; 2025Q4: 10,026 shares 10,026 $827K 0.23% +70 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: 7,165 shares; 2024Q4: 7,234 shares; 2025Q1: 6,625 shares; 2025Q2: 6,523 shares; 2025Q3: 6,152 shares; 2025Q4: 5,881 shares 5,881 $814K 0.23% -271 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,710 shares; 2025Q1: 1,752 shares; 2025Q2: 1,876 shares; 2025Q3: 1,437 shares; 2025Q4: 1,421 shares 1,421 $805K 0.22% -16 Timeline FDEC 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: 11,424 shares; 2024Q4: 15,725 shares; 2025Q1: 19,565 shares; 2025Q2: 16,649 shares; 2025Q3: 16,127 shares; 2025Q4: 15,704 shares 15,704 $804K 0.22% -423 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: 9,912 shares; 2024Q4: 9,806 shares; 2025Q1: 9,623 shares; 2025Q2: not reported; 2025Q3: 8,380 shares; 2025Q4: 8,229 shares 8,229 $792K 0.22% -151 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,436 shares; 2025Q2: 29,096 shares; 2025Q3: 27,693 shares; 2025Q4: 26,069 shares 26,069 $792K 0.22% -1,624 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,471 shares; 2024Q4: 71,471 shares; 2025Q1: 71,471 shares; 2025Q2: 71,471 shares; 2025Q3: 74,221 shares; 2025Q4: 74,221 shares 74,221 $785K 0.22% 0 Timeline IYK 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: 8,419 shares; 2024Q4: 8,485 shares; 2025Q1: 10,100 shares; 2025Q2: 10,156 shares; 2025Q3: 11,887 shares; 2025Q4: 11,633 shares 11,633 $778K 0.22% -254 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 7,768 shares; 2025Q1: 6,949 shares; 2025Q2: 6,752 shares; 2025Q3: 5,528 shares; 2025Q4: 5,618 shares 5,618 $774K 0.22% +90 Timeline EWJ 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: 7,596 shares; 2024Q4: 8,896 shares; 2025Q1: 10,662 shares; 2025Q2: 9,170 shares; 2025Q3: 9,582 shares; 2025Q4: 9,576 shares 9,576 $773K 0.22% -6 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,559 shares; 2025Q1: 1,612 shares; 2025Q2: 1,305 shares; 2025Q3: 1,245 shares; 2025Q4: 1,323 shares 1,323 $768K 0.21% +78 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,458 shares; 2024Q4: 3,542 shares; 2025Q1: 3,586 shares; 2025Q2: 3,523 shares; 2025Q3: 3,433 shares; 2025Q4: 3,434 shares 3,434 $767K 0.21% +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: 8,669 shares; 2024Q4: 8,439 shares; 2025Q1: 6,725 shares; 2025Q2: 6,399 shares; 2025Q3: 6,323 shares; 2025Q4: 6,216 shares 6,216 $766K 0.21% -107 Timeline FFEB 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: 7,710 shares; 2024Q4: 11,410 shares; 2025Q1: 14,842 shares; 2025Q2: 13,669 shares; 2025Q3: 13,455 shares; 2025Q4: 13,170 shares 13,170 $746K 0.21% -285 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 15,878 shares; 2025Q4: 16,939 shares 16,939 $742K 0.21% +1,061 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,346 shares; 2024Q4: 13,404 shares; 2025Q1: 15,589 shares; 2025Q2: 14,620 shares; 2025Q3: 14,318 shares; 2025Q4: 14,014 shares 14,014 $742K 0.21% -304 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,278 shares; 2024Q4: 9,553 shares; 2025Q1: 8,243 shares; 2025Q2: 7,524 shares; 2025Q3: 5,962 shares; 2025Q4: 4,593 shares 4,593 $741K 0.21% -1,369 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: 1,953 shares; 2025Q1: 2,090 shares; 2025Q2: 1,739 shares; 2025Q3: 1,902 shares; 2025Q4: 2,097 shares 2,097 $741K 0.21% +195 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,343 shares; 2025Q3: 9,976 shares; 2025Q4: 12,106 shares 12,106 $736K 0.21% +2,130 Timeline FNOV 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: 7,323 shares; 2024Q4: 11,315 shares; 2025Q1: 14,904 shares; 2025Q2: 14,074 shares; 2025Q3: 13,832 shares; 2025Q4: 13,361 shares 13,361 $733K 0.2% -471 Timeline FMAY 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: 9,564 shares; 2024Q4: 13,541 shares; 2025Q1: 17,154 shares; 2025Q2: 14,063 shares; 2025Q3: 13,922 shares; 2025Q4: 13,705 shares 13,705 $733K 0.2% -217 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,913 shares; 2024Q4: 10,823 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,285 shares; 2025Q4: 8,212 shares 8,212 $733K 0.2% -73 Timeline FJUL 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: 7,327 shares; 2024Q4: 11,149 shares; 2025Q1: 14,647 shares; 2025Q2: 13,725 shares; 2025Q3: 13,351 shares; 2025Q4: 13,085 shares 13,085 $732K 0.2% -266 Timeline FOCT 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: 8,097 shares; 2024Q4: 12,568 shares; 2025Q1: 16,594 shares; 2025Q2: 15,789 shares; 2025Q3: 15,484 shares; 2025Q4: 14,924 shares 14,924 $731K 0.2% -560 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,315 shares; 2024Q4: 15,925 shares; 2025Q1: 19,873 shares; 2025Q2: 19,259 shares; 2025Q3: 19,247 shares; 2025Q4: 16,426 shares 16,426 $730K 0.2% -2,821 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,202 shares; 2024Q4: 10,265 shares; 2025Q1: 9,607 shares; 2025Q2: 10,718 shares; 2025Q3: 6,517 shares; 2025Q4: 6,593 shares 6,593 $727K 0.2% +76 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: 1,546 shares; 2024Q4: 1,507 shares; 2025Q1: 1,509 shares; 2025Q2: 1,607 shares; 2025Q3: 1,352 shares; 2025Q4: 1,261 shares 1,261 $722K 0.2% -91 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: 17,875 shares; 2024Q4: 18,328 shares; 2025Q1: 18,819 shares; 2025Q2: 21,537 shares; 2025Q3: 17,735 shares; 2025Q4: 17,627 shares 17,627 $718K 0.2% -108 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: 8,738 shares; 2024Q4: 10,937 shares; 2025Q1: 10,107 shares; 2025Q2: 10,476 shares; 2025Q3: 9,605 shares; 2025Q4: 8,568 shares 8,568 $718K 0.2% -1,037 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 1,818 shares; 2025Q1: 2,072 shares; 2025Q2: 1,978 shares; 2025Q3: 2,099 shares; 2025Q4: 2,147 shares 2,147 $705K 0.2% +48 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,417 shares; 2024Q4: 6,092 shares; 2025Q1: 6,114 shares; 2025Q2: 4,560 shares; 2025Q3: 4,518 shares; 2025Q4: 4,283 shares 4,283 $682K 0.19% -235 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,307 shares; 2024Q4: 15,577 shares; 2025Q1: 17,801 shares; 2025Q2: 19,745 shares; 2025Q3: 13,442 shares; 2025Q4: 13,505 shares 13,505 $675K 0.19% +63 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,204 shares; 2024Q4: 25,961 shares; 2025Q1: 20,007 shares; 2025Q2: 47,967 shares; 2025Q3: 8,244 shares; 2025Q4: 7,962 shares 7,962 $659K 0.18% -282 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,630 shares; 2025Q3: 6,168 shares; 2025Q4: 5,834 shares 5,834 $652K 0.18% -334 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 3,244 shares; 2025Q1: 3,100 shares; 2025Q2: 3,043 shares; 2025Q3: 3,025 shares; 2025Q4: 3,026 shares 3,026 $636K 0.18% +1 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,311 shares; 2025Q3: 2,482 shares; 2025Q4: 2,859 shares 2,859 $627K 0.18% +377 Timeline BBIN 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: 10,848 shares; 2024Q4: 8,957 shares; 2025Q1: 7,650 shares; 2025Q2: 8,792 shares; 2025Q3: 7,907 shares; 2025Q4: 8,385 shares 8,385 $606K 0.17% +478 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: not reported; 2024Q4: 2,635 shares; 2025Q1: 4,888 shares; 2025Q2: 4,903 shares; 2025Q3: 5,253 shares; 2025Q4: 6,074 shares 6,074 $604K 0.17% +821 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,368 shares; 2024Q4: 24,984 shares; 2025Q1: 21,706 shares; 2025Q2: 20,204 shares; 2025Q3: 17,971 shares; 2025Q4: 17,976 shares 17,976 $588K 0.16% +5 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531 shares; 2024Q4: 3,026 shares; 2025Q1: 3,084 shares; 2025Q2: 2,912 shares; 2025Q3: 3,058 shares; 2025Q4: 3,112 shares 3,112 $573K 0.16% +54 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,368 shares; 2024Q4: 5,837 shares; 2025Q1: 5,684 shares; 2025Q2: 6,673 shares; 2025Q3: 7,015 shares; 2025Q4: 6,910 shares 6,910 $569K 0.16% -105 Timeline EWC 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: 11,495 shares; 2024Q4: 11,716 shares; 2025Q1: 11,611 shares; 2025Q2: 11,508 shares; 2025Q3: 10,607 shares; 2025Q4: 10,381 shares 10,381 $560K 0.16% -226 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,575 shares; 2024Q4: 15,060 shares; 2025Q1: 14,588 shares; 2025Q2: 14,579 shares; 2025Q3: 14,353 shares; 2025Q4: 15,067 shares 15,067 $557K 0.16% +714 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,310 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,858 shares; 2025Q4: 3,126 shares 3,126 $556K 0.16% +1,268 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,096 shares; 2025Q1: 1,121 shares; 2025Q2: 1,098 shares; 2025Q3: 640 shares; 2025Q4: 637 shares 637 $549K 0.15% -3 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,199 shares; 2025Q1: 4,053 shares; 2025Q2: 4,879 shares; 2025Q3: 8,384 shares; 2025Q4: 9,677 shares 9,677 $549K 0.15% +1,293 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: 4,022 shares; 2024Q4: 4,001 shares; 2025Q1: 4,328 shares; 2025Q2: 3,639 shares; 2025Q3: 3,031 shares; 2025Q4: 3,729 shares 3,729 $547K 0.15% +698 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,556 shares; 2024Q4: 6,566 shares; 2025Q1: 6,547 shares; 2025Q2: 7,262 shares; 2025Q3: 4,469 shares; 2025Q4: 4,601 shares 4,601 $540K 0.15% +132 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: 6,841 shares; 2024Q4: 7,803 shares; 2025Q1: 7,795 shares; 2025Q2: 8,121 shares; 2025Q3: 8,042 shares; 2025Q4: 7,187 shares 7,187 $532K 0.15% -855 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 861 shares; 2025Q1: 885 shares; 2025Q2: 622 shares; 2025Q3: 479 shares; 2025Q4: 496 shares 496 $531K 0.15% +17 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 1,990 shares; 2025Q1: 1,974 shares; 2025Q2: 2,293 shares; 2025Q3: 1,879 shares; 2025Q4: 1,555 shares 1,555 $528K 0.15% -324 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,081 shares 2,081 $523K 0.15% new Timeline IEUR 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: 8,095 shares; 2024Q4: 8,104 shares; 2025Q1: 8,878 shares; 2025Q2: 10,072 shares; 2025Q3: 7,338 shares; 2025Q4: 7,324 shares 7,324 $520K 0.15% -14 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,054 shares; 2024Q4: 10,576 shares; 2025Q1: 10,714 shares; 2025Q2: 10,737 shares; 2025Q3: 8,916 shares; 2025Q4: 8,822 shares 8,822 $509K 0.14% -94 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 6,641 shares; 2025Q1: 6,314 shares; 2025Q2: 6,498 shares; 2025Q3: 5,744 shares; 2025Q4: 5,730 shares 5,730 $507K 0.14% -14 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: 17,543 shares; 2024Q4: 18,321 shares; 2025Q1: 17,898 shares; 2025Q2: 17,701 shares; 2025Q3: 11,683 shares; 2025Q4: 10,887 shares 10,887 $507K 0.14% -796 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: 12,059 shares; 2024Q4: 12,329 shares; 2025Q1: 9,481 shares; 2025Q2: 10,076 shares; 2025Q3: 9,358 shares; 2025Q4: 9,358 shares 9,358 $503K 0.14% 0 Timeline JGLO 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: 18,581 shares; 2024Q4: 19,485 shares; 2025Q1: 18,548 shares; 2025Q2: 16,836 shares; 2025Q3: 8,548 shares; 2025Q4: 7,352 shares 7,352 $498K 0.14% -1,196 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: 1,863 shares; 2024Q4: 1,920 shares; 2025Q1: 1,965 shares; 2025Q2: 2,321 shares; 2025Q3: 1,623 shares; 2025Q4: 1,625 shares 1,625 $497K 0.14% +2 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: 4,214 shares; 2024Q4: 4,180 shares; 2025Q1: 4,208 shares; 2025Q2: 4,229 shares; 2025Q3: 3,483 shares; 2025Q4: 3,510 shares 3,510 $495K 0.14% +27 Timeline IEV 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: 4,467 shares; 2024Q4: 4,467 shares; 2025Q1: 5,373 shares; 2025Q2: 7,110 shares; 2025Q3: 7,210 shares; 2025Q4: 7,210 shares 7,210 $495K 0.14% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,596 shares; 2024Q4: 5,684 shares; 2025Q1: 5,696 shares; 2025Q2: 6,607 shares; 2025Q3: 5,045 shares; 2025Q4: 5,062 shares 5,062 $486K 0.14% +17 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,467 shares; 2024Q4: 53,372 shares; 2025Q1: 24,293 shares; 2025Q2: 18,547 shares; 2025Q3: 17,447 shares; 2025Q4: 17,149 shares 17,149 $484K 0.14% -298 Timeline SLYG 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: 6,243 shares; 2024Q4: 6,159 shares; 2025Q1: 5,751 shares; 2025Q2: 5,621 shares; 2025Q3: 5,404 shares; 2025Q4: 5,121 shares 5,121 $482K 0.13% -283 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,507 shares; 2025Q1: 2,351 shares; 2025Q2: 1,917 shares; 2025Q3: 2,032 shares; 2025Q4: 2,095 shares 2,095 $482K 0.13% +63 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: 2,310 shares; 2024Q4: 2,429 shares; 2025Q1: 2,422 shares; 2025Q2: 2,382 shares; 2025Q3: 2,409 shares; 2025Q4: 2,405 shares 2,405 $480K 0.13% -4 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: 786 shares; 2024Q4: 848 shares; 2025Q1: 941 shares; 2025Q2: 1,151 shares; 2025Q3: 896 shares; 2025Q4: 626 shares 626 $472K 0.13% -270 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 3,757 shares; 2025Q4: 4,422 shares 4,422 $471K 0.13% +665 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,583 shares; 2024Q4: 14,151 shares; 2025Q1: 13,995 shares; 2025Q2: 13,889 shares; 2025Q3: 13,271 shares; 2025Q4: 13,906 shares 13,906 $470K 0.13% +635 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,751 shares; 2024Q4: 19,348 shares; 2025Q1: 16,524 shares; 2025Q2: 15,389 shares; 2025Q3: 11,722 shares; 2025Q4: 11,718 shares 11,718 $464K 0.13% -4 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,343 shares; 2024Q4: 4,525 shares; 2025Q1: 4,824 shares; 2025Q2: 4,893 shares; 2025Q3: 4,918 shares; 2025Q4: 4,989 shares 4,989 $463K 0.13% +71 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: 3,569 shares; 2025Q1: 3,587 shares; 2025Q2: 4,285 shares; 2025Q3: 2,978 shares; 2025Q4: 3,202 shares 3,202 $461K 0.13% +224 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,934 shares; 2025Q4: 15,723 shares 15,723 $459K 0.13% +2,789 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,274 shares; 2025Q1: 1,270 shares; 2025Q2: 1,331 shares; 2025Q3: 1,400 shares; 2025Q4: 1,413 shares 1,413 $457K 0.13% +13 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,293 shares; 2024Q4: 21,361 shares; 2025Q1: 21,176 shares; 2025Q2: 21,352 shares; 2025Q3: 16,425 shares; 2025Q4: 16,511 shares 16,511 $450K 0.13% +86 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: 1,532 shares; 2024Q4: 1,524 shares; 2025Q1: 1,571 shares; 2025Q2: 1,533 shares; 2025Q3: 801 shares; 2025Q4: 787 shares 787 $449K 0.13% -14 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 500 shares; 2025Q1: 565 shares; 2025Q2: 528 shares; 2025Q3: 506 shares; 2025Q4: 492 shares 492 $446K 0.12% -14 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $437K 0.12% 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: 7,443 shares; 2024Q4: 7,132 shares; 2025Q1: 7,749 shares; 2025Q2: 7,337 shares; 2025Q3: 6,215 shares; 2025Q4: 6,245 shares 6,245 $437K 0.12% +30 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: 1,611 shares; 2024Q4: 3,463 shares; 2025Q1: 3,606 shares; 2025Q2: 3,939 shares; 2025Q3: 2,668 shares; 2025Q4: 2,546 shares 2,546 $435K 0.12% -122 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,340 shares; 2025Q1: 1,397 shares; 2025Q2: 1,445 shares; 2025Q3: 1,346 shares; 2025Q4: 1,341 shares 1,341 $435K 0.12% -5 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,468 shares; 2024Q4: 6,964 shares; 2025Q1: 5,998 shares; 2025Q2: 6,589 shares; 2025Q3: 5,593 shares; 2025Q4: 5,738 shares 5,738 $433K 0.12% +145 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,434 shares; 2025Q1: 2,439 shares; 2025Q2: 2,471 shares; 2025Q3: 2,448 shares; 2025Q4: 2,448 shares 2,448 $431K 0.12% 0 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,346 shares; 2025Q1: 54,390 shares; 2025Q2: 54,439 shares; 2025Q3: 53,102 shares; 2025Q4: 53,145 shares 53,145 $429K 0.12% +43 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,232 shares; 2024Q4: 9,136 shares; 2025Q1: 13,065 shares; 2025Q2: 16,370 shares; 2025Q3: 13,486 shares; 2025Q4: 15,808 shares 15,808 $428K 0.12% +2,322 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,402 shares; 2025Q1: 3,993 shares; 2025Q2: 4,049 shares; 2025Q3: 4,044 shares; 2025Q4: 4,544 shares 4,544 $427K 0.12% +500 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,185 shares; 2025Q1: 7,770 shares; 2025Q2: 9,681 shares; 2025Q3: 8,469 shares; 2025Q4: 8,994 shares 8,994 $423K 0.12% +525 Timeline IETC 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: not reported; 2024Q4: not reported; 2025Q1: 3,030 shares; 2025Q2: 4,080 shares; 2025Q3: 3,947 shares; 2025Q4: 4,153 shares 4,153 $422K 0.12% +206 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,624 shares; 2024Q4: 6,100 shares; 2025Q1: 5,920 shares; 2025Q2: 5,920 shares; 2025Q3: 5,920 shares; 2025Q4: 5,920 shares 5,920 $422K 0.12% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,914 shares; 2025Q2: 7,476 shares; 2025Q3: 8,285 shares; 2025Q4: 8,987 shares 8,987 $421K 0.12% +702 Timeline MLRG 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: 4,183 shares; 2024Q4: 4,186 shares; 2025Q1: 4,149 shares; 2025Q2: 4,158 shares; 2025Q3: 4,428 shares; 2025Q4: 4,442 shares 4,442 $419K 0.12% +14 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,043 shares; 2024Q4: 5,189 shares; 2025Q1: 4,968 shares; 2025Q2: 4,239 shares; 2025Q3: 3,074 shares; 2025Q4: 2,921 shares 2,921 $419K 0.12% -153 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: 4,311 shares; 2024Q4: 4,602 shares; 2025Q1: 4,070 shares; 2025Q2: 3,701 shares; 2025Q3: 3,340 shares; 2025Q4: 3,473 shares 3,473 $417K 0.12% +133 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: 3,011 shares; 2024Q4: 3,119 shares; 2025Q1: 3,609 shares; 2025Q2: 3,974 shares; 2025Q3: 3,822 shares; 2025Q4: 4,254 shares 4,254 $409K 0.11% +432 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,466 shares; 2024Q4: 6,478 shares; 2025Q1: 7,095 shares; 2025Q2: 6,812 shares; 2025Q3: 5,054 shares; 2025Q4: 4,984 shares 4,984 $407K 0.11% -70 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 512 shares; 2025Q3: 799 shares; 2025Q4: 867 shares 867 $406K 0.11% +68 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,468 shares; 2025Q1: 3,529 shares; 2025Q2: 3,881 shares; 2025Q3: 3,519 shares; 2025Q4: 3,646 shares 3,646 $402K 0.11% +127 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,711 shares; 2024Q4: 5,199 shares; 2025Q1: 5,352 shares; 2025Q2: 4,041 shares; 2025Q3: 3,264 shares; 2025Q4: 3,482 shares 3,482 $396K 0.11% +218 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,279 shares; 2025Q1: 3,543 shares; 2025Q2: 3,634 shares; 2025Q3: 4,581 shares; 2025Q4: 5,443 shares 5,443 $396K 0.11% +862 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,835 shares; 2024Q4: 9,022 shares; 2025Q1: 8,937 shares; 2025Q2: 6,946 shares; 2025Q3: 5,276 shares; 2025Q4: 5,258 shares 5,258 $390K 0.11% -18 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,584 shares; 2025Q2: 3,409 shares; 2025Q3: 3,527 shares; 2025Q4: 3,565 shares 3,565 $390K 0.11% +38 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,671 shares; 2025Q1: 5,620 shares; 2025Q2: 7,102 shares; 2025Q3: 5,507 shares; 2025Q4: 5,487 shares 5,487 $390K 0.11% -20 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 918 shares 918 $387K 0.11% new Timeline IGSB 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: 14,825 shares; 2024Q4: 14,897 shares; 2025Q1: 8,536 shares; 2025Q2: 8,043 shares; 2025Q3: 6,955 shares; 2025Q4: 7,321 shares 7,321 $387K 0.11% +366 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: 7,782 shares; 2024Q4: 7,542 shares; 2025Q1: 7,399 shares; 2025Q2: 7,420 shares; 2025Q3: 4,243 shares; 2025Q4: 3,198 shares 3,198 $385K 0.11% -1,045 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: 704 shares; 2024Q4: 705 shares; 2025Q1: 810 shares; 2025Q2: 826 shares; 2025Q3: 432 shares; 2025Q4: 429 shares 429 $377K 0.11% -3 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,359 shares; 2024Q4: 13,333 shares; 2025Q1: 13,053 shares; 2025Q2: 13,242 shares; 2025Q3: 12,529 shares; 2025Q4: 12,164 shares 12,164 $377K 0.11% -365 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: 8,856 shares; 2024Q4: 17,583 shares; 2025Q1: 16,940 shares; 2025Q2: 17,608 shares; 2025Q3: 16,154 shares; 2025Q4: 15,424 shares 15,424 $376K 0.11% -730 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: 1,305 shares; 2024Q4: 1,346 shares; 2025Q1: 1,433 shares; 2025Q2: 1,591 shares; 2025Q3: 1,414 shares; 2025Q4: 2,610 shares 2,610 $376K 0.1% +1,196 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 863 shares; 2025Q1: 868 shares; 2025Q2: 751 shares; 2025Q3: 476 shares; 2025Q4: 2,444 shares 2,444 $374K 0.1% +1,968 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: 473 shares; 2024Q4: 489 shares; 2025Q1: 559 shares; 2025Q2: 585 shares; 2025Q3: 315 shares; 2025Q4: 308 shares 308 $374K 0.1% -7 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,873 shares; 2024Q4: 6,938 shares; 2025Q1: 7,047 shares; 2025Q2: 8,315 shares; 2025Q3: 6,264 shares; 2025Q4: 6,338 shares 6,338 $373K 0.1% +74 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,733 shares; 2025Q3: 14,648 shares; 2025Q4: 15,148 shares 15,148 $370K 0.1% +500 Timeline QEFA 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: 4,699 shares; 2024Q4: 4,677 shares; 2025Q1: 4,452 shares; 2025Q2: 4,425 shares; 2025Q3: 4,098 shares; 2025Q4: 4,072 shares 4,072 $369K 0.1% -26 Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,873 shares; 2025Q2: 16,038 shares; 2025Q3: 18,253 shares; 2025Q4: 18,253 shares 18,253 $361K 0.1% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 859 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares 1,209 $361K 0.1% 0 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 4,772 shares; 2025Q1: 4,843 shares; 2025Q2: 4,594 shares; 2025Q3: 4,367 shares; 2025Q4: 3,354 shares 3,354 $361K 0.1% -1,013 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,526 shares; 2024Q4: 9,526 shares; 2025Q1: 9,526 shares; 2025Q2: 9,526 shares; 2025Q3: 9,402 shares; 2025Q4: 9,402 shares 9,402 $360K 0.1% 0 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: 4,424 shares; 2024Q4: 4,194 shares; 2025Q1: 4,052 shares; 2025Q2: 3,810 shares; 2025Q3: 3,634 shares; 2025Q4: 3,397 shares 3,397 $358K 0.1% -237 Timeline MADE 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: 7,750 shares; 2025Q3: 11,420 shares; 2025Q4: 11,420 shares 11,420 $356K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,649 shares; 2025Q3: 1,605 shares; 2025Q4: 1,627 shares 1,627 $353K 0.1% +22 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,218 shares; 2025Q1: 1,208 shares; 2025Q2: 1,338 shares; 2025Q3: 999 shares; 2025Q4: 1,025 shares 1,025 $353K 0.1% +26 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,632 shares; 2025Q1: 2,690 shares; 2025Q2: 2,751 shares; 2025Q3: 2,127 shares; 2025Q4: 2,177 shares 2,177 $349K 0.1% +50 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,087 shares; 2025Q1: 854 shares; 2025Q2: 856 shares; 2025Q3: 638 shares; 2025Q4: 527 shares 527 $349K 0.1% -111 Timeline EEM 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: 4,476 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,321 shares; 2025Q3: 4,051 shares; 2025Q4: 6,365 shares 6,365 $348K 0.1% +2,314 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,397 shares; 2024Q4: 4,441 shares; 2025Q1: 4,277 shares; 2025Q2: 4,357 shares; 2025Q3: 2,826 shares; 2025Q4: 2,791 shares 2,791 $343K 0.1% -35 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 5,530 shares; 2025Q4: 8,980 shares 8,980 $337K 0.09% +3,450 Timeline IAK 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: 3,346 shares; 2024Q4: 3,363 shares; 2025Q1: 3,212 shares; 2025Q2: 2,720 shares; 2025Q3: 2,525 shares; 2025Q4: 2,453 shares 2,453 $334K 0.09% -72 Timeline UCON 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: 20,272 shares; 2024Q4: 20,676 shares; 2025Q1: 17,016 shares; 2025Q2: 15,798 shares; 2025Q3: 13,840 shares; 2025Q4: 13,266 shares 13,266 $334K 0.09% -574 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,345 shares; 2025Q4: 9,345 shares 9,345 $332K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,878 shares; 2025Q3: 4,690 shares; 2025Q4: 6,223 shares 6,223 $328K 0.09% +1,533 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,888 shares; 2024Q4: 11,288 shares; 2025Q1: 11,288 shares; 2025Q2: 5,578 shares; 2025Q3: 5,578 shares; 2025Q4: 5,578 shares 5,578 $325K 0.09% 0 Timeline ONEV 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: 1,598 shares; 2024Q4: 3,253 shares; 2025Q1: 2,368 shares; 2025Q2: 2,374 shares; 2025Q3: 2,433 shares; 2025Q4: 2,433 shares 2,433 $324K 0.09% 0 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,749 shares; 2025Q4: 6,714 shares 6,714 $323K 0.09% -35 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,375 shares; 2024Q4: 14,402 shares; 2025Q1: 13,220 shares; 2025Q2: 13,063 shares; 2025Q3: 13,336 shares; 2025Q4: 13,868 shares 13,868 $322K 0.09% +532 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: 4,745 shares; 2025Q2: 4,880 shares; 2025Q3: 4,156 shares; 2025Q4: 3,900 shares 3,900 $317K 0.09% -256 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: 15,086 shares; 2024Q4: 15,177 shares; 2025Q1: 15,691 shares; 2025Q2: 16,080 shares; 2025Q3: 2,878 shares; 2025Q4: 2,824 shares 2,824 $315K 0.09% -54 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,152 shares; 2024Q4: 11,000 shares; 2025Q1: 11,506 shares; 2025Q2: 11,505 shares; 2025Q3: 10,118 shares; 2025Q4: 10,683 shares 10,683 $314K 0.09% +565 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,389 shares; 2025Q1: 1,546 shares; 2025Q2: 1,458 shares; 2025Q3: 1,572 shares; 2025Q4: 1,611 shares 1,611 $313K 0.09% +39 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,317 shares 12,317 $308K 0.09% new 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: 4,676 shares; 2024Q4: 16,488 shares; 2025Q1: 16,990 shares; 2025Q2: 14,178 shares; 2025Q3: 11,265 shares; 2025Q4: 11,236 shares 11,236 $308K 0.09% -29 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,985 shares; 2025Q1: 1,986 shares; 2025Q2: 1,986 shares; 2025Q3: 2,086 shares; 2025Q4: 2,123 shares 2,123 $299K 0.08% +37 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,060 shares 10,060 $298K 0.08% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 412 shares; 2025Q4: 437 shares 437 $294K 0.08% +25 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: 4,843 shares; 2024Q4: 4,011 shares; 2025Q1: 3,975 shares; 2025Q2: 4,805 shares; 2025Q3: 3,997 shares; 2025Q4: 3,962 shares 3,962 $291K 0.08% -35 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: 1,783 shares; 2024Q4: 1,798 shares; 2025Q1: 2,176 shares; 2025Q2: 1,944 shares; 2025Q3: 1,335 shares; 2025Q4: 1,258 shares 1,258 $287K 0.08% -77 Timeline JPHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,670 shares 5,670 $287K 0.08% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 936 shares; 2025Q4: 910 shares 910 $287K 0.08% -26 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 3,289 shares 3,289 $287K 0.08% new Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,469 shares; 2024Q4: 6,364 shares; 2025Q1: 6,462 shares; 2025Q2: 7,833 shares; 2025Q3: 6,703 shares; 2025Q4: 7,316 shares 7,316 $285K 0.08% +613 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 2,576 shares; 2025Q1: 2,586 shares; 2025Q2: 2,590 shares; 2025Q3: 1,624 shares; 2025Q4: 1,530 shares 1,530 $284K 0.08% -94 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,732 shares; 2025Q3: 10,732 shares; 2025Q4: 10,732 shares 10,732 $282K 0.08% 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: 6,112 shares; 2024Q4: 6,342 shares; 2025Q1: 6,693 shares; 2025Q2: 6,822 shares; 2025Q3: 5,196 shares; 2025Q4: 5,115 shares 5,115 $281K 0.08% -81 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 3,837 shares; 2025Q1: 3,694 shares; 2025Q2: 4,054 shares; 2025Q3: 2,932 shares; 2025Q4: 2,968 shares 2,968 $279K 0.08% +36 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 476 shares; 2025Q2: 551 shares; 2025Q3: 545 shares; 2025Q4: 696 shares 696 $279K 0.08% +151 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,176 shares; 2025Q1: 11,301 shares; 2025Q2: 11,306 shares; 2025Q3: 10,431 shares; 2025Q4: 10,059 shares 10,059 $277K 0.08% -372 Timeline FSIG 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: 26,148 shares; 2024Q4: 30,508 shares; 2025Q1: 30,926 shares; 2025Q2: 31,319 shares; 2025Q3: 14,255 shares; 2025Q4: 14,420 shares 14,420 $277K 0.08% +165 Timeline KNG 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: 6,269 shares; 2024Q4: 6,219 shares; 2025Q1: 6,317 shares; 2025Q2: 6,117 shares; 2025Q3: 5,617 shares; 2025Q4: 5,617 shares 5,617 $276K 0.08% 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: 2,939 shares; 2024Q4: 2,698 shares; 2025Q1: 2,601 shares; 2025Q2: 2,460 shares; 2025Q3: 1,841 shares; 2025Q4: 1,905 shares 1,905 $273K 0.08% +64 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 868 shares; 2025Q1: 812 shares; 2025Q2: 809 shares; 2025Q3: 834 shares; 2025Q4: 811 shares 811 $262K 0.07% -23 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO 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: 6,375 shares 6,375 $260K 0.07% new 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: not reported; 2024Q4: 10,182 shares; 2025Q1: 10,256 shares; 2025Q2: 10,343 shares; 2025Q3: 10,499 shares; 2025Q4: 10,362 shares 10,362 $258K 0.07% -137 Timeline SJNK 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: 8,480 shares; 2024Q4: 8,594 shares; 2025Q1: 8,852 shares; 2025Q2: 12,908 shares; 2025Q3: 10,793 shares; 2025Q4: 10,090 shares 10,090 $255K 0.07% -703 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,018 shares; 2025Q2: 12,018 shares; 2025Q3: 12,585 shares; 2025Q4: 12,585 shares 12,585 $253K 0.07% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,823 shares; 2025Q1: 1,824 shares; 2025Q2: 1,293 shares; 2025Q3: 835 shares; 2025Q4: 821 shares 821 $253K 0.07% -14 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 4,865 shares; 2025Q1: 4,820 shares; 2025Q2: 4,766 shares; 2025Q3: 4,551 shares; 2025Q4: 4,554 shares 4,554 $253K 0.07% +3 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: 4,595 shares; 2025Q1: 3,875 shares; 2025Q2: 3,835 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares 3,221 $251K 0.07% 0 Timeline KJAN 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: 7,767 shares; 2024Q4: 7,504 shares; 2025Q1: 6,504 shares; 2025Q2: 6,251 shares; 2025Q3: 6,251 shares; 2025Q4: 6,025 shares 6,025 $250K 0.07% -226 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,944 shares; 2025Q2: 6,079 shares; 2025Q3: 4,290 shares; 2025Q4: 4,240 shares 4,240 $248K 0.07% -50 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,642 shares; 2025Q2: 6,889 shares; 2025Q3: 7,584 shares; 2025Q4: 7,634 shares 7,634 $245K 0.07% +50 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,793 shares; 2024Q4: 6,846 shares; 2025Q1: 7,172 shares; 2025Q2: 6,935 shares; 2025Q3: 5,581 shares; 2025Q4: 5,290 shares 5,290 $244K 0.07% -291 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: not reported; 2024Q4: 4,579 shares; 2025Q1: 4,726 shares; 2025Q2: 4,210 shares; 2025Q3: not reported; 2025Q4: 4,443 shares 4,443 $243K 0.07% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 849 shares 849 $242K 0.07% new Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,485 shares; 2025Q2: 2,485 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares 2,570 $240K 0.07% 0 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: 8,105 shares; 2024Q4: 10,630 shares; 2025Q1: 12,297 shares; 2025Q2: 3,827 shares; 2025Q3: 4,024 shares; 2025Q4: 4,174 shares 4,174 $239K 0.07% +150 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,370 shares 1,370 $236K 0.07% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,095 shares; 2024Q4: 10,266 shares; 2025Q1: 9,918 shares; 2025Q2: 9,445 shares; 2025Q3: 7,809 shares; 2025Q4: 7,682 shares 7,682 $230K 0.06% -127 Timeline IWC 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: 1,438 shares; 2025Q4: 1,442 shares 1,442 $227K 0.06% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,493 shares 4,493 $227K 0.06% new Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,607 shares; 2025Q3: 9,607 shares; 2025Q4: 8,382 shares 8,382 $226K 0.06% -1,225 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,454 shares; 2025Q1: 8,602 shares; 2025Q2: 9,310 shares; 2025Q3: 7,975 shares; 2025Q4: 8,540 shares 8,540 $226K 0.06% +565 Timeline LMND LEMONADE INC More: the full row for LEMONADE 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: 3,162 shares 3,162 $225K 0.06% new 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: 2,912 shares; 2024Q4: 2,922 shares; 2025Q1: 2,719 shares; 2025Q2: 2,860 shares; 2025Q3: 2,381 shares; 2025Q4: 2,395 shares 2,395 $224K 0.06% +14 Timeline XLRE 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: 6,354 shares; 2024Q4: 5,967 shares; 2025Q1: 5,757 shares; 2025Q2: 5,549 shares; 2025Q3: 5,549 shares; 2025Q4: 5,549 shares 5,549 $224K 0.06% 0 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: 2,879 shares; 2024Q4: 2,497 shares; 2025Q1: 63,722 shares; 2025Q2: 26,783 shares; 2025Q3: 2,359 shares; 2025Q4: 2,446 shares 2,446 $224K 0.06% +87 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 119 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 108 shares; 2025Q4: 110 shares 110 $222K 0.06% +2 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: 2,774 shares; 2024Q4: 2,840 shares; 2025Q1: 2,844 shares; 2025Q2: 2,609 shares; 2025Q3: 1,505 shares; 2025Q4: 1,451 shares 1,451 $221K 0.06% -54 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 859 shares; 2025Q4: 782 shares 782 $218K 0.06% -77 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,048 shares; 2025Q1: 2,885 shares; 2025Q2: 2,947 shares; 2025Q3: not reported; 2025Q4: 2,331 shares 2,331 $217K 0.06% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,573 shares; 2025Q1: 1,589 shares; 2025Q2: 1,728 shares; 2025Q3: 940 shares; 2025Q4: 838 shares 838 $215K 0.06% -102 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: 2,970 shares; 2024Q4: 3,019 shares; 2025Q1: 3,207 shares; 2025Q2: 3,899 shares; 2025Q3: 1,737 shares; 2025Q4: 1,698 shares 1,698 $213K 0.06% -39 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,507 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,320 shares; 2025Q4: 2,332 shares 2,332 $212K 0.06% +12 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: 2,045 shares; 2024Q4: 1,927 shares; 2025Q1: 1,941 shares; 2025Q2: 2,320 shares; 2025Q3: not reported; 2025Q4: 1,022 shares 1,022 $212K 0.06% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 550 shares; 2025Q1: 478 shares; 2025Q2: 486 shares; 2025Q3: 456 shares; 2025Q4: 449 shares 449 $209K 0.06% -7 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,816 shares; 2025Q1: 5,399 shares; 2025Q2: 5,096 shares; 2025Q3: 4,201 shares; 2025Q4: 3,166 shares 3,166 $209K 0.06% -1,035 Timeline HEFA 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: 5,050 shares; 2025Q4: 5,020 shares 5,020 $208K 0.06% -30 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,152 shares; 2024Q4: 15,807 shares; 2025Q1: 11,629 shares; 2025Q2: 10,942 shares; 2025Q3: 8,742 shares; 2025Q4: 8,307 shares 8,307 $207K 0.06% -435 Timeline IJK 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: 2,129 shares; 2025Q4: 2,132 shares 2,132 $207K 0.06% +3 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,173 shares; 2024Q4: 18,173 shares; 2025Q1: 18,173 shares; 2025Q2: 18,173 shares; 2025Q3: 18,173 shares; 2025Q4: 18,173 shares 18,173 $201K 0.06% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 278 shares; 2025Q1: 249 shares; 2025Q2: 236 shares; 2025Q3: 185 shares; 2025Q4: 188 shares 188 $201K 0.06% +3 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,554 shares; 2025Q3: 1,628 shares; 2025Q4: 1,312 shares 1,312 $201K 0.06% -316 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,619 shares; 2025Q1: 4,214 shares; 2025Q2: 3,793 shares; 2025Q3: not reported; 2025Q4: 3,345 shares 3,345 $200K 0.06% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,324 shares; 2025Q4: 21,524 shares 21,524 $114K 0.03% +2,200 Timeline HSCS HEARTSCIENCES INC More: the full row for HEARTSCIENCES 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: 29,740 shares; 2025Q4: 29,740 shares 29,740 $91.9K 0.03% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,845 shares; 2025Q4: 11,699 shares 11,699 $28.9K 0.01% +854 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,545 shares; 2024Q4: 10,545 shares; 2025Q1: 10,545 shares; 2025Q2: 10,545 shares; 2025Q3: 10,545 shares; 2025Q4: 10,545 shares 10,545 $14.9K <0.01% 0 Timeline