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: 180,006 shares; 2024Q4: 178,650 shares; 2025Q1: 605,509 shares; 2025Q2: 641,878 shares; 2025Q3: 652,876 shares; 2025Q4: 670,274 shares 670,274 $225M 10.05% +17,398 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: 238,166 shares; 2024Q4: 215,746 shares; 2025Q1: 215,511 shares; 2025Q2: 191,908 shares; 2025Q3: 181,936 shares; 2025Q4: 176,314 shares 176,314 $108M 4.84% -5,622 Timeline DLN 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: 1,177,539 shares; 2025Q2: 1,157,031 shares; 2025Q3: 1,118,106 shares; 2025Q4: 1,117,743 shares 1,117,743 $98.5M 4.4% -363 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: 47,538 shares; 2024Q4: 46,938 shares; 2025Q1: 155,359 shares; 2025Q2: 120,347 shares; 2025Q3: 127,626 shares; 2025Q4: 132,035 shares 132,035 $90.4M 4.04% +4,409 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: 1,070,778 shares; 2024Q4: 1,092,332 shares; 2025Q1: 1,034,974 shares; 2025Q2: 1,032,154 shares; 2025Q3: 1,039,531 shares; 2025Q4: 1,046,626 shares 1,046,626 $65.4M 2.92% +7,095 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: 29,893 shares; 2024Q4: 32,540 shares; 2025Q1: 12,238 shares; 2025Q2: 298,694 shares; 2025Q3: 290,216 shares; 2025Q4: 412,704 shares 412,704 $59.4M 2.66% +122,488 Timeline EMMF 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: 602,054 shares; 2024Q4: 604,877 shares; 2025Q1: 1,718,673 shares; 2025Q2: 1,762,795 shares; 2025Q3: 1,758,983 shares; 2025Q4: 1,786,053 shares 1,786,053 $56.3M 2.52% +27,070 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,127,219 shares; 2024Q4: 2,121,828 shares; 2025Q1: 2,055,336 shares; 2025Q2: 2,052,229 shares; 2025Q3: 2,083,182 shares; 2025Q4: 2,147,447 shares 2,147,447 $55.3M 2.47% +64,265 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: 830,363 shares; 2024Q4: 837,386 shares; 2025Q1: 722,545 shares; 2025Q2: 720,347 shares; 2025Q3: 676,706 shares; 2025Q4: 717,453 shares 717,453 $53.1M 2.38% +40,747 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,845 shares; 2024Q4: 12,394 shares; 2025Q1: 41,806 shares; 2025Q2: 159,027 shares; 2025Q3: 146,044 shares; 2025Q4: 297,494 shares 297,494 $46.1M 2.06% +151,450 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: 3,369 shares; 2024Q4: 3,204 shares; 2025Q1: 3,139 shares; 2025Q2: 114,828 shares; 2025Q3: 109,197 shares; 2025Q4: 87,055 shares 87,055 $43.8M 1.96% -22,142 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: 356,111 shares; 2024Q4: 353,268 shares; 2025Q1: 714,918 shares; 2025Q2: 764,628 shares; 2025Q3: 780,801 shares; 2025Q4: 646,325 shares 646,325 $42.7M 1.91% -134,476 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,621,551 shares 1,621,551 $42.3M 1.89% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,368,646 shares 1,368,646 $34.4M 1.54% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,153 shares; 2024Q4: 77,745 shares; 2025Q1: 311,346 shares; 2025Q2: 384,315 shares; 2025Q3: 387,559 shares; 2025Q4: 283,818 shares 283,818 $34.1M 1.52% -103,741 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: 246,776 shares; 2024Q4: 224,560 shares; 2025Q1: 1,099,135 shares; 2025Q2: 1,150,208 shares; 2025Q3: 1,187,973 shares; 2025Q4: 648,648 shares 648,648 $33.6M 1.5% -539,325 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,719 shares; 2025Q1: 24,287 shares; 2025Q2: 109,296 shares; 2025Q3: 158,306 shares; 2025Q4: 80,861 shares 80,861 $32M 1.43% -77,445 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521,899 shares; 2024Q4: 517,324 shares; 2025Q1: 338,633 shares; 2025Q2: 328,016 shares; 2025Q3: 313,294 shares; 2025Q4: 311,051 shares 311,051 $31.9M 1.42% -2,243 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 636,221 shares; 2025Q2: 631,646 shares; 2025Q3: 623,384 shares; 2025Q4: 614,574 shares 614,574 $29.9M 1.34% -8,810 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: 120,818 shares; 2024Q4: 234,050 shares; 2025Q1: 121,807 shares; 2025Q2: 521,480 shares; 2025Q3: 554,499 shares; 2025Q4: 520,356 shares 520,356 $28.5M 1.27% -34,143 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,745 shares; 2024Q4: 7,851 shares; 2025Q1: 7,268 shares; 2025Q2: 209,353 shares; 2025Q3: 120,744 shares; 2025Q4: 174,128 shares 174,128 $27M 1.2% +53,384 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: 2,274 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214,285 shares; 2025Q3: 232,989 shares; 2025Q4: 298,479 shares 298,479 $26M 1.16% +65,490 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: 632,711 shares; 2024Q4: 598,509 shares; 2025Q1: 1,789,793 shares; 2025Q2: 1,975,139 shares; 2025Q3: 2,634,835 shares; 2025Q4: 1,093,234 shares 1,093,234 $25.2M 1.13% -1,541,601 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: 488,969 shares; 2024Q4: 487,162 shares; 2025Q1: 532,196 shares; 2025Q2: 503,106 shares; 2025Q3: 488,069 shares; 2025Q4: 490,777 shares 490,777 $24.5M 1.1% +2,708 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 424,610 shares; 2025Q3: 288,095 shares; 2025Q4: 352,891 shares 352,891 $24.5M 1.1% +64,796 Timeline XLY 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: 3,160 shares; 2024Q4: 26,904 shares; 2025Q1: not reported; 2025Q2: 134,612 shares; 2025Q3: 81,813 shares; 2025Q4: 201,103 shares 201,103 $24M 1.07% +119,290 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,793 shares; 2024Q4: 1,297,427 shares; 2025Q1: 774,306 shares; 2025Q2: 777,637 shares; 2025Q3: 746,095 shares; 2025Q4: 737,096 shares 737,096 $23.2M 1.04% -8,999 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,452 shares; 2024Q4: 34,225 shares; 2025Q1: 15,633 shares; 2025Q2: 127,506 shares; 2025Q3: 70,911 shares; 2025Q4: 493,281 shares 493,281 $22.1M 0.99% +422,370 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 553,740 shares 553,740 $21.2M 0.95% new 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: 122,661 shares; 2024Q4: 123,710 shares; 2025Q1: 104,424 shares; 2025Q2: 200,677 shares; 2025Q3: 165,472 shares; 2025Q4: 235,353 shares 235,353 $20.8M 0.93% +69,881 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 304,049 shares; 2025Q2: 436,642 shares; 2025Q3: 452,367 shares; 2025Q4: 469,082 shares 469,082 $18.1M 0.81% +16,715 Timeline XLC 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: 8,279 shares; 2024Q4: 8,332 shares; 2025Q1: 7,535 shares; 2025Q2: 181,894 shares; 2025Q3: 197,279 shares; 2025Q4: 153,055 shares 153,055 $18M 0.81% -44,224 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: 456,151 shares; 2024Q4: 473,209 shares; 2025Q1: 468,442 shares; 2025Q2: 147,760 shares; 2025Q3: 168,169 shares; 2025Q4: 168,263 shares 168,263 $18M 0.8% +94 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,378 shares; 2024Q4: 421,901 shares; 2025Q1: 380,918 shares; 2025Q2: 135,739 shares; 2025Q3: 149,642 shares; 2025Q4: 138,499 shares 138,499 $16.5M 0.74% -11,143 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: 2,691 shares; 2024Q4: 2,691 shares; 2025Q1: 2,896 shares; 2025Q2: 60,719 shares; 2025Q3: 128,768 shares; 2025Q4: 159,681 shares 159,681 $15.4M 0.69% +30,913 Timeline XLU 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: 68,767 shares; 2024Q4: 3,314 shares; 2025Q1: 53,986 shares; 2025Q2: 117,024 shares; 2025Q3: 146,112 shares; 2025Q4: 351,117 shares 351,117 $15M 0.67% +205,005 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: 59,453 shares; 2024Q4: 63,195 shares; 2025Q1: 66,612 shares; 2025Q2: 69,584 shares; 2025Q3: 71,738 shares; 2025Q4: 72,339 shares 72,339 $13.5M 0.6% +601 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,179 shares; 2024Q4: 411,455 shares; 2025Q1: 411,152 shares; 2025Q2: 398,184 shares; 2025Q3: 383,457 shares; 2025Q4: 409,398 shares 409,398 $12.9M 0.58% +25,941 Timeline XLP 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: 61,921 shares; 2024Q4: 69,291 shares; 2025Q1: 57,533 shares; 2025Q2: 125,206 shares; 2025Q3: 127,641 shares; 2025Q4: 163,654 shares 163,654 $12.7M 0.57% +36,013 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: 70,769 shares; 2024Q4: 72,128 shares; 2025Q1: 77,265 shares; 2025Q2: 115,500 shares; 2025Q3: 117,450 shares; 2025Q4: 118,833 shares 118,833 $12.1M 0.54% +1,383 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,632 shares; 2024Q4: 323,682 shares; 2025Q1: 84,827 shares; 2025Q2: 68,152 shares; 2025Q3: 64,010 shares; 2025Q4: 60,147 shares 60,147 $11.9M 0.53% -3,863 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,766 shares; 2024Q4: 195,270 shares; 2025Q1: 208,879 shares; 2025Q2: 215,420 shares; 2025Q3: 221,452 shares; 2025Q4: 229,446 shares 229,446 $11.7M 0.52% +7,994 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: 289,314 shares; 2024Q4: 283,174 shares; 2025Q1: 57,941 shares; 2025Q2: 50,289 shares; 2025Q3: 47,004 shares; 2025Q4: 45,049 shares 45,049 $11.3M 0.5% -1,955 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 257,789 shares 257,789 $11M 0.49% new 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: 36,190 shares; 2024Q4: 36,536 shares; 2025Q1: 39,251 shares; 2025Q2: 39,688 shares; 2025Q3: 39,533 shares; 2025Q4: 39,561 shares 39,561 $10.8M 0.48% +28 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: 14,209 shares; 2024Q4: 15,381 shares; 2025Q1: 16,864 shares; 2025Q2: 18,113 shares; 2025Q3: 19,831 shares; 2025Q4: 21,378 shares 21,378 $10.3M 0.46% +1,547 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,402 shares; 2024Q4: 15,198 shares; 2025Q1: 15,350 shares; 2025Q2: 15,960 shares; 2025Q3: 15,704 shares; 2025Q4: 14,990 shares 14,990 $9.4M 0.42% -714 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,153 shares; 2024Q4: 45,329 shares; 2025Q1: 63,374 shares; 2025Q2: 64,263 shares; 2025Q3: 65,229 shares; 2025Q4: 62,979 shares 62,979 $9.38M 0.42% -2,250 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000,024 shares; 2024Q4: 1,032,735 shares; 2025Q1: 993,830 shares; 2025Q2: 171,006 shares; 2025Q3: 107,136 shares; 2025Q4: 117,777 shares 117,777 $8.84M 0.4% +10,641 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: 9,161 shares; 2024Q4: 9,642 shares; 2025Q1: 11,653 shares; 2025Q2: 12,224 shares; 2025Q3: 12,264 shares; 2025Q4: 37,959 shares 37,959 $8.76M 0.39% +25,695 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: 598,019 shares; 2024Q4: 393,587 shares; 2025Q1: 561,875 shares; 2025Q2: 85,951 shares; 2025Q3: 124,235 shares; 2025Q4: 94,867 shares 94,867 $8.67M 0.39% -29,368 Timeline KRE 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: 105,041 shares; 2025Q4: 113,544 shares 113,544 $7.36M 0.33% +8,503 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: 639,889 shares; 2024Q4: 644,283 shares; 2025Q1: 149,664 shares; 2025Q2: 155,563 shares; 2025Q3: 154,134 shares; 2025Q4: 151,435 shares 151,435 $7.09M 0.32% -2,699 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,714 shares; 2024Q4: 146,514 shares; 2025Q1: 151,525 shares; 2025Q2: 158,035 shares; 2025Q3: 119,692 shares; 2025Q4: 124,341 shares 124,341 $7.06M 0.32% +4,649 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: 350,758 shares; 2024Q4: 350,216 shares; 2025Q1: 77,054 shares; 2025Q2: 79,517 shares; 2025Q3: 74,675 shares; 2025Q4: 72,544 shares 72,544 $6.6M 0.3% -2,131 Timeline THRO 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: 170,537 shares; 2025Q3: 174,509 shares; 2025Q4: 168,335 shares 168,335 $6.49M 0.29% -6,174 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,124 shares; 2025Q4: 50,082 shares 50,082 $6.47M 0.29% -48,042 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: 342,018 shares; 2024Q4: 348,454 shares; 2025Q1: 79,902 shares; 2025Q2: 78,282 shares; 2025Q3: 71,509 shares; 2025Q4: 68,750 shares 68,750 $6.46M 0.29% -2,759 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,455 shares; 2024Q4: 154,535 shares; 2025Q1: 149,004 shares; 2025Q2: 145,863 shares; 2025Q3: 140,359 shares; 2025Q4: 143,006 shares 143,006 $6.36M 0.28% +2,647 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: 16,283 shares; 2024Q4: 18,429 shares; 2025Q1: 18,952 shares; 2025Q2: 21,448 shares; 2025Q3: 22,967 shares; 2025Q4: 20,290 shares 20,290 $6.35M 0.28% -2,677 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,628 shares; 2024Q4: 304,253 shares; 2025Q1: 295,691 shares; 2025Q2: 154,041 shares; 2025Q3: 136,336 shares; 2025Q4: 132,319 shares 132,319 $6.2M 0.28% -4,017 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,665 shares; 2024Q4: 104,215 shares; 2025Q1: 125,175 shares; 2025Q2: 131,386 shares; 2025Q3: 170,263 shares; 2025Q4: 215,903 shares 215,903 $6.2M 0.28% +45,640 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: 213,949 shares; 2024Q4: 215,463 shares; 2025Q1: 77,845 shares; 2025Q2: 55,591 shares; 2025Q3: 51,938 shares; 2025Q4: 50,487 shares 50,487 $6.03M 0.27% -1,451 Timeline ITB 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: 51,566 shares; 2025Q4: 61,537 shares 61,537 $5.93M 0.26% +9,971 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: 1,625 shares; 2024Q4: 10,945 shares; 2025Q1: 13,076 shares; 2025Q2: 14,186 shares; 2025Q3: 15,471 shares; 2025Q4: 16,407 shares 16,407 $5.68M 0.25% +936 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: 1,347 shares; 2024Q4: 1,283 shares; 2025Q1: 1,224 shares; 2025Q2: 4,187 shares; 2025Q3: 4,686 shares; 2025Q4: 5,002 shares 5,002 $5.38M 0.24% +316 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 5,012 shares; 2025Q1: 5,250 shares; 2025Q2: 5,924 shares; 2025Q3: 6,460 shares; 2025Q4: 7,847 shares 7,847 $5.18M 0.23% +1,387 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,981 shares; 2024Q4: 484,292 shares; 2025Q1: 280,247 shares; 2025Q2: 148,596 shares; 2025Q3: 161,157 shares; 2025Q4: 178,997 shares 178,997 $5.16M 0.23% +17,840 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,500 shares; 2024Q4: 231,545 shares; 2025Q1: 243,375 shares; 2025Q2: 240,202 shares; 2025Q3: 237,766 shares; 2025Q4: 262,038 shares 262,038 $5.13M 0.23% +24,272 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,546 shares; 2025Q1: 25,625 shares; 2025Q2: 34,337 shares; 2025Q3: 37,018 shares; 2025Q4: 38,308 shares 38,308 $5.02M 0.22% +1,290 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,231 shares; 2024Q4: 93,538 shares; 2025Q1: 84,166 shares; 2025Q2: 80,268 shares; 2025Q3: 70,809 shares; 2025Q4: 63,728 shares 63,728 $4.89M 0.22% -7,081 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: 4,543 shares; 2024Q4: 15,824 shares; 2025Q1: 22,094 shares; 2025Q2: 21,600 shares; 2025Q3: 21,237 shares; 2025Q4: 20,996 shares 20,996 $4.8M 0.21% -241 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: 2,446 shares; 2024Q4: 3,730 shares; 2025Q1: 3,762 shares; 2025Q2: 3,471 shares; 2025Q3: 3,899 shares; 2025Q4: 3,912 shares 3,912 $4.75M 0.21% +13 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: 12,037 shares; 2024Q4: 10,169 shares; 2025Q1: 10,627 shares; 2025Q2: 44,531 shares; 2025Q3: 43,258 shares; 2025Q4: 44,235 shares 44,235 $4.66M 0.21% +977 Timeline SHV 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: 6,326 shares; 2024Q4: 6,506 shares; 2025Q1: 25,017 shares; 2025Q2: 27,816 shares; 2025Q3: 43,770 shares; 2025Q4: 42,044 shares 42,044 $4.63M 0.21% -1,726 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: 19,017 shares; 2024Q4: 17,507 shares; 2025Q1: 24,069 shares; 2025Q2: 23,882 shares; 2025Q3: 21,264 shares; 2025Q4: 21,507 shares 21,507 $4.61M 0.21% +243 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: 210,573 shares; 2024Q4: 211,845 shares; 2025Q1: 89,114 shares; 2025Q2: 83,252 shares; 2025Q3: 95,300 shares; 2025Q4: 102,750 shares 102,750 $4.56M 0.2% +7,450 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215,354 shares; 2025Q1: 223,260 shares; 2025Q2: 213,810 shares; 2025Q3: 211,368 shares; 2025Q4: 220,193 shares 220,193 $4.54M 0.2% +8,825 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 21,727 shares; 2025Q3: 26,373 shares; 2025Q4: 27,746 shares 27,746 $4.5M 0.2% +1,373 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,814 shares; 2024Q4: 223,059 shares; 2025Q1: 231,657 shares; 2025Q2: 222,479 shares; 2025Q3: 218,725 shares; 2025Q4: 227,698 shares 227,698 $4.49M 0.2% +8,973 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237,315 shares 237,315 $4.47M 0.2% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 20,452 shares; 2025Q1: 27,082 shares; 2025Q2: 27,991 shares; 2025Q3: 27,319 shares; 2025Q4: 25,014 shares 25,014 $4.44M 0.2% -2,305 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: 6,535 shares; 2024Q4: 6,110 shares; 2025Q1: 5,956 shares; 2025Q2: 5,660 shares; 2025Q3: 5,431 shares; 2025Q4: 4,929 shares 4,929 $4.33M 0.19% -502 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,754 shares; 2024Q4: 65,993 shares; 2025Q1: 63,616 shares; 2025Q2: 57,876 shares; 2025Q3: 55,807 shares; 2025Q4: 54,757 shares 54,757 $4.22M 0.19% -1,050 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: 10,768 shares; 2024Q4: 10,815 shares; 2025Q1: 10,855 shares; 2025Q2: 10,281 shares; 2025Q3: 6,566 shares; 2025Q4: 5,586 shares 5,586 $4.21M 0.19% -980 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,834 shares; 2025Q1: 2,770 shares; 2025Q2: 2,685 shares; 2025Q3: 3,142 shares; 2025Q4: 44,787 shares 44,787 $4.2M 0.19% +41,645 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: 19,179 shares; 2024Q4: 20,511 shares; 2025Q1: 21,243 shares; 2025Q2: 21,918 shares; 2025Q3: 21,608 shares; 2025Q4: 23,785 shares 23,785 $4.07M 0.18% +2,177 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: 12,048 shares; 2024Q4: 6,145 shares; 2025Q1: 6,421 shares; 2025Q2: 7,412 shares; 2025Q3: 8,122 shares; 2025Q4: 6,032 shares 6,032 $4.06M 0.18% -2,090 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,485 shares; 2024Q4: 5,395 shares; 2025Q1: 5,438 shares; 2025Q2: 30,681 shares; 2025Q3: 33,045 shares; 2025Q4: 34,614 shares 34,614 $4.06M 0.18% +1,569 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: 53,339 shares; 2024Q4: 54,832 shares; 2025Q1: 56,294 shares; 2025Q2: 11,204 shares; 2025Q3: 12,287 shares; 2025Q4: 56,189 shares 56,189 $3.93M 0.18% +43,902 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 26,983 shares 26,983 $3.88M 0.17% new 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: 1,764 shares; 2024Q4: 3,528 shares; 2025Q1: 3,592 shares; 2025Q2: 3,975 shares; 2025Q3: 4,398 shares; 2025Q4: 4,214 shares 4,214 $3.82M 0.17% -184 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: 69,794 shares; 2024Q4: 72,299 shares; 2025Q1: 84,816 shares; 2025Q2: 93,939 shares; 2025Q3: 100,530 shares; 2025Q4: 112,681 shares 112,681 $3.81M 0.17% +12,151 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: 285,234 shares; 2024Q4: 281,808 shares; 2025Q1: 55,054 shares; 2025Q2: 44,802 shares; 2025Q3: 42,199 shares; 2025Q4: 40,382 shares 40,382 $3.8M 0.17% -1,817 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,208 shares; 2024Q4: 151,326 shares; 2025Q1: 36,688 shares; 2025Q2: 40,973 shares; 2025Q3: 38,338 shares; 2025Q4: 37,114 shares 37,114 $3.8M 0.17% -1,224 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: 7,306 shares; 2024Q4: 9,202 shares; 2025Q1: 9,463 shares; 2025Q2: 9,703 shares; 2025Q3: 11,180 shares; 2025Q4: 16,914 shares 16,914 $3.78M 0.17% +5,734 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: 3,046 shares; 2024Q4: 3,258 shares; 2025Q1: 3,484 shares; 2025Q2: 27,164 shares; 2025Q3: 26,475 shares; 2025Q4: 26,283 shares 26,283 $3.77M 0.17% -192 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,106 shares; 2024Q4: 8,752 shares; 2025Q1: 8,275 shares; 2025Q2: 8,849 shares; 2025Q3: 8,739 shares; 2025Q4: 7,348 shares 7,348 $3.75M 0.17% -1,391 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,368 shares; 2025Q3: 5,406 shares; 2025Q4: 6,621 shares 6,621 $3.75M 0.17% +1,215 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 4,918 shares; 2025Q1: 5,110 shares; 2025Q2: 6,090 shares; 2025Q3: 6,882 shares; 2025Q4: 10,426 shares 10,426 $3.65M 0.16% +3,544 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: 41,072 shares; 2024Q4: 37,307 shares; 2025Q1: 33,247 shares; 2025Q2: 27,547 shares; 2025Q3: 27,499 shares; 2025Q4: 29,703 shares 29,703 $3.65M 0.16% +2,204 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,082 shares; 2024Q4: 6,822 shares; 2025Q1: 6,780 shares; 2025Q2: 6,982 shares; 2025Q3: 7,052 shares; 2025Q4: 37,731 shares 37,731 $3.62M 0.16% +30,679 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,716 shares; 2024Q4: 11,036 shares; 2025Q1: 11,507 shares; 2025Q2: 11,587 shares; 2025Q3: 11,227 shares; 2025Q4: 10,612 shares 10,612 $3.57M 0.16% -615 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,082 shares; 2025Q3: 4,025 shares; 2025Q4: 60,474 shares 60,474 $3.54M 0.16% +56,449 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,753 shares; 2025Q1: 8,005 shares; 2025Q2: 7,971 shares; 2025Q3: 9,321 shares; 2025Q4: 12,457 shares 12,457 $3.54M 0.16% +3,136 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: 4,760 shares; 2024Q4: 26,586 shares; 2025Q1: 22,859 shares; 2025Q2: 4,759 shares; 2025Q3: 4,845 shares; 2025Q4: 5,170 shares 5,170 $3.53M 0.16% +325 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,818 shares; 2024Q4: 921,006 shares; 2025Q1: 942,193 shares; 2025Q2: 112,699 shares; 2025Q3: 67,429 shares; 2025Q4: 79,996 shares 79,996 $3.52M 0.16% +12,567 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,955 shares; 2024Q4: 23,499 shares; 2025Q1: 23,920 shares; 2025Q2: 24,494 shares; 2025Q3: 30,076 shares; 2025Q4: 44,152 shares 44,152 $3.51M 0.16% +14,076 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,988 shares; 2025Q1: 47,212 shares; 2025Q2: 47,920 shares; 2025Q3: 47,118 shares; 2025Q4: 47,839 shares 47,839 $3.47M 0.16% +721 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,067 shares; 2024Q4: 9,877 shares; 2025Q1: 11,385 shares; 2025Q2: 24,554 shares; 2025Q3: 25,984 shares; 2025Q4: 33,355 shares 33,355 $3.46M 0.15% +7,371 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,933 shares; 2024Q4: 40,005 shares; 2025Q1: 36,258 shares; 2025Q2: 35,699 shares; 2025Q3: 33,551 shares; 2025Q4: 29,544 shares 29,544 $3.43M 0.15% -4,007 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,676 shares; 2024Q4: 31,828 shares; 2025Q1: 30,808 shares; 2025Q2: 29,573 shares; 2025Q3: 27,999 shares; 2025Q4: 26,515 shares 26,515 $3.42M 0.15% -1,484 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,779 shares; 2025Q3: 28,961 shares; 2025Q4: 21,239 shares 21,239 $3.41M 0.15% -7,722 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: 10,042 shares; 2024Q4: 10,928 shares; 2025Q1: 11,002 shares; 2025Q2: 10,717 shares; 2025Q3: 10,294 shares; 2025Q4: 10,390 shares 10,390 $3.4M 0.15% +96 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA 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: 16,099 shares 16,099 $3.35M 0.15% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,848 shares; 2024Q4: 186,046 shares; 2025Q1: 35,859 shares; 2025Q2: 28,917 shares; 2025Q3: 26,243 shares; 2025Q4: 24,393 shares 24,393 $3.34M 0.15% -1,850 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: 22,766 shares; 2024Q4: 24,755 shares; 2025Q1: 56,568 shares; 2025Q2: 68,351 shares; 2025Q3: 82,406 shares; 2025Q4: 93,209 shares 93,209 $3.19M 0.14% +10,803 Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855,867 shares; 2024Q4: 899,650 shares; 2025Q1: 916,944 shares; 2025Q2: 190,000 shares; 2025Q3: 152,720 shares; 2025Q4: 141,946 shares 141,946 $3.19M 0.14% -10,774 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,071 shares; 2024Q4: 21,674 shares; 2025Q1: 21,772 shares; 2025Q2: 20,369 shares; 2025Q3: 19,413 shares; 2025Q4: 19,223 shares 19,223 $3.14M 0.14% -190 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 2,052 shares; 2025Q2: 14,299 shares; 2025Q3: 14,638 shares; 2025Q4: 14,546 shares 14,546 $3.12M 0.14% -92 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS 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: 80,502 shares 80,502 $3.09M 0.14% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,909 shares; 2024Q4: 6,295 shares; 2025Q1: 6,564 shares; 2025Q2: 6,220 shares; 2025Q3: 6,051 shares; 2025Q4: 6,342 shares 6,342 $3.07M 0.14% +291 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,971 shares; 2025Q3: 24,165 shares; 2025Q4: 29,060 shares 29,060 $3.06M 0.14% +4,895 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,066 shares; 2025Q4: 9,472 shares 9,472 $3.06M 0.14% +7,406 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,912 shares; 2025Q3: 12,755 shares; 2025Q4: 13,219 shares 13,219 $3.06M 0.14% +464 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652,295 shares; 2024Q4: 655,784 shares; 2025Q1: 127,550 shares; 2025Q2: 99,804 shares; 2025Q3: 87,382 shares; 2025Q4: 82,580 shares 82,580 $3.05M 0.14% -4,802 Timeline MET METLIFE INC More: the full row for METLIFE 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: 38,434 shares 38,434 $3.03M 0.14% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,737 shares 37,737 $3.03M 0.14% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,564 shares; 2024Q4: 61,816 shares; 2025Q1: 57,791 shares; 2025Q2: 58,638 shares; 2025Q3: 59,904 shares; 2025Q4: 63,182 shares 63,182 $3.02M 0.14% +3,278 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: 24,770 shares; 2024Q4: 28,779 shares; 2025Q1: 30,148 shares; 2025Q2: 30,901 shares; 2025Q3: 29,693 shares; 2025Q4: 31,799 shares 31,799 $2.98M 0.13% +2,106 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,621 shares; 2024Q4: 16,016 shares; 2025Q1: 16,263 shares; 2025Q2: 15,894 shares; 2025Q3: 15,245 shares; 2025Q4: 17,146 shares 17,146 $2.97M 0.13% +1,901 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,219 shares; 2025Q1: 51,847 shares; 2025Q2: 40,328 shares; 2025Q3: 39,434 shares; 2025Q4: 46,344 shares 46,344 $2.95M 0.13% +6,910 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,420 shares; 2025Q3: 35,438 shares; 2025Q4: 35,590 shares 35,590 $2.93M 0.13% +152 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,623 shares; 2025Q1: 20,384 shares; 2025Q2: 20,314 shares; 2025Q3: 19,889 shares; 2025Q4: 25,540 shares 25,540 $2.87M 0.13% +5,651 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,884 shares; 2024Q4: 16,845 shares; 2025Q1: 17,827 shares; 2025Q2: 17,879 shares; 2025Q3: 45,677 shares; 2025Q4: 39,279 shares 39,279 $2.81M 0.13% -6,398 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,103 shares; 2024Q4: 6,387 shares; 2025Q1: 6,660 shares; 2025Q2: 6,906 shares; 2025Q3: 7,069 shares; 2025Q4: 5,770 shares 5,770 $2.73M 0.12% -1,299 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,667 shares; 2024Q4: 213,186 shares; 2025Q1: 42,026 shares; 2025Q2: 34,322 shares; 2025Q3: 31,417 shares; 2025Q4: 29,766 shares 29,766 $2.72M 0.12% -1,651 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: 245,658 shares; 2024Q4: 244,858 shares; 2025Q1: 48,405 shares; 2025Q2: 38,245 shares; 2025Q3: 33,320 shares; 2025Q4: 31,225 shares 31,225 $2.4M 0.11% -2,095 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: 7,564 shares; 2024Q4: 7,711 shares; 2025Q1: 7,424 shares; 2025Q2: 7,157 shares; 2025Q3: 7,186 shares; 2025Q4: 7,122 shares 7,122 $2.29M 0.1% -64 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: 4,057 shares; 2024Q4: 4,288 shares; 2025Q1: 5,101 shares; 2025Q2: 4,984 shares; 2025Q3: 5,017 shares; 2025Q4: 5,027 shares 5,027 $2.26M 0.1% +10 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: 3,914 shares; 2024Q4: 4,409 shares; 2025Q1: 4,369 shares; 2025Q2: 4,339 shares; 2025Q3: 4,459 shares; 2025Q4: 4,569 shares 4,569 $2.23M 0.1% +110 Timeline SPSB 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: 556,615 shares; 2024Q4: 578,457 shares; 2025Q1: 593,033 shares; 2025Q2: 100,507 shares; 2025Q3: 68,157 shares; 2025Q4: 72,859 shares 72,859 $2.2M 0.1% +4,702 Timeline JPME 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: 144,994 shares; 2024Q4: 143,328 shares; 2025Q1: 27,990 shares; 2025Q2: 22,674 shares; 2025Q3: 20,795 shares; 2025Q4: 19,841 shares 19,841 $2.16M 0.1% -954 Timeline XLB 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: 53,220 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,266 shares; 2025Q3: 20,612 shares; 2025Q4: 46,576 shares 46,576 $2.11M 0.09% +25,964 Timeline MBB 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: 17,196 shares; 2024Q4: 17,044 shares; 2025Q1: 16,444 shares; 2025Q2: 16,501 shares; 2025Q3: 21,980 shares; 2025Q4: 21,803 shares 21,803 $2.08M 0.09% -177 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: 19,010 shares; 2024Q4: 19,765 shares; 2025Q1: 19,814 shares; 2025Q2: 19,654 shares; 2025Q3: 19,592 shares; 2025Q4: 20,611 shares 20,611 $2.06M 0.09% +1,019 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,396 shares; 2024Q4: 329,022 shares; 2025Q1: 64,621 shares; 2025Q2: 51,401 shares; 2025Q3: 45,888 shares; 2025Q4: 43,210 shares 43,210 $1.96M 0.09% -2,678 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: 159,923 shares; 2024Q4: 175,351 shares; 2025Q1: 164,560 shares; 2025Q2: 22,616 shares; 2025Q3: 11,771 shares; 2025Q4: 10,080 shares 10,080 $1.93M 0.09% -1,691 Timeline SKOR 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: 397,453 shares; 2024Q4: 396,050 shares; 2025Q1: 59,663 shares; 2025Q2: 48,283 shares; 2025Q3: 40,869 shares; 2025Q4: 39,048 shares 39,048 $1.92M 0.09% -1,821 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: 597,154 shares; 2024Q4: 598,568 shares; 2025Q1: 101,135 shares; 2025Q2: 81,051 shares; 2025Q3: 69,192 shares; 2025Q4: 65,065 shares 65,065 $1.91M 0.09% -4,127 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: 8,419 shares; 2024Q4: 7,918 shares; 2025Q1: 7,547 shares; 2025Q2: 7,468 shares; 2025Q3: 6,974 shares; 2025Q4: 19,786 shares 19,786 $1.9M 0.08% +12,812 Timeline XBFZX BLACKROCK CA MUNI INC TR More: the full row for BLACKROCK CA MUNI INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,261 shares; 2024Q4: 108,637 shares; 2025Q1: 121,598 shares; 2025Q2: 138,336 shares; 2025Q3: 196,619 shares; 2025Q4: 168,123 shares 168,123 $1.81M 0.08% -28,496 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: 124,791 shares; 2024Q4: 126,811 shares; 2025Q1: 28,166 shares; 2025Q2: 22,205 shares; 2025Q3: 21,485 shares; 2025Q4: 21,475 shares 21,475 $1.77M 0.08% -10 Timeline SPMB 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: 45,830 shares; 2024Q4: 45,908 shares; 2025Q1: 47,176 shares; 2025Q2: 54,059 shares; 2025Q3: 67,623 shares; 2025Q4: 78,814 shares 78,814 $1.77M 0.08% +11,191 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,906 shares; 2024Q4: 79,541 shares; 2025Q1: 82,213 shares; 2025Q2: 32,701 shares; 2025Q3: 31,760 shares; 2025Q4: 29,283 shares 29,283 $1.76M 0.08% -2,477 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,864 shares; 2025Q3: 11,721 shares; 2025Q4: 12,346 shares 12,346 $1.74M 0.08% +625 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,849 shares; 2024Q4: 7,875 shares; 2025Q1: 7,820 shares; 2025Q2: 7,711 shares; 2025Q3: 7,821 shares; 2025Q4: 8,023 shares 8,023 $1.7M 0.08% +202 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,655 shares; 2025Q3: 16,091 shares; 2025Q4: 15,976 shares 15,976 $1.67M 0.07% -115 Timeline DDWM 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: not reported; 2025Q2: not reported; 2025Q3: 8,809 shares; 2025Q4: 37,292 shares 37,292 $1.62M 0.07% +28,483 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,479 shares; 2024Q4: 10,893 shares; 2025Q1: 10,058 shares; 2025Q2: 10,058 shares; 2025Q3: 9,630 shares; 2025Q4: 9,626 shares 9,626 $1.62M 0.07% -4 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,637 shares; 2024Q4: 11,606 shares; 2025Q1: 11,606 shares; 2025Q2: 11,849 shares; 2025Q3: 12,069 shares; 2025Q4: 11,180 shares 11,180 $1.6M 0.07% -889 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,145 shares; 2025Q4: 37,675 shares 37,675 $1.52M 0.07% +24,530 Timeline ESGD 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: 48,281 shares; 2024Q4: 47,372 shares; 2025Q1: 15,509 shares; 2025Q2: 16,553 shares; 2025Q3: 16,617 shares; 2025Q4: 15,869 shares 15,869 $1.51M 0.07% -748 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,920 shares; 2025Q1: 3,590 shares; 2025Q2: 3,217 shares; 2025Q3: 3,701 shares; 2025Q4: 4,245 shares 4,245 $1.46M 0.07% +544 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: 3,333 shares; 2024Q4: 3,341 shares; 2025Q1: 3,162 shares; 2025Q2: 3,136 shares; 2025Q3: 3,958 shares; 2025Q4: 6,621 shares 6,621 $1.4M 0.06% +2,663 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 2,404 shares; 2025Q1: 3,189 shares; 2025Q2: 3,927 shares; 2025Q3: 3,596 shares; 2025Q4: 3,673 shares 3,673 $1.32M 0.06% +77 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,628 shares; 2024Q4: 48,285 shares; 2025Q1: 45,954 shares; 2025Q2: 39,598 shares; 2025Q3: 36,959 shares; 2025Q4: 35,598 shares 35,598 $1.31M 0.06% -1,361 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: 30,278 shares; 2024Q4: 31,185 shares; 2025Q1: 34,299 shares; 2025Q2: 14,664 shares; 2025Q3: 10,675 shares; 2025Q4: 10,833 shares 10,833 $1.3M 0.06% +158 Timeline VSMV VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,724 shares; 2024Q4: 48,441 shares; 2025Q1: 43,529 shares; 2025Q2: 29,853 shares; 2025Q3: 27,212 shares; 2025Q4: 23,454 shares 23,454 $1.3M 0.06% -3,758 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: 4,363 shares; 2025Q1: 6,064 shares; 2025Q2: 6,346 shares; 2025Q3: 4,081 shares; 2025Q4: 6,976 shares 6,976 $1.24M 0.06% +2,895 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,002 shares; 2024Q4: 105,348 shares; 2025Q1: 56,972 shares; 2025Q2: 58,706 shares; 2025Q3: 59,647 shares; 2025Q4: 44,619 shares 44,619 $1.23M 0.06% -15,028 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,607 shares; 2024Q4: 12,609 shares; 2025Q1: 12,544 shares; 2025Q2: 12,486 shares; 2025Q3: 13,079 shares; 2025Q4: 13,110 shares 13,110 $1.21M 0.05% +31 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,298 shares; 2024Q4: 9,714 shares; 2025Q1: 10,476 shares; 2025Q2: 10,181 shares; 2025Q3: 9,429 shares; 2025Q4: 9,807 shares 9,807 $1.19M 0.05% +378 Timeline XJH 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: 27,234 shares; 2025Q2: 27,676 shares; 2025Q3: 27,589 shares; 2025Q4: 26,401 shares 26,401 $1.18M 0.05% -1,188 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,825 shares; 2025Q2: 4,825 shares; 2025Q3: 5,825 shares; 2025Q4: 23,342 shares 23,342 $1.17M 0.05% +17,517 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: 16,881 shares; 2024Q4: 17,167 shares; 2025Q1: 17,179 shares; 2025Q2: 14,729 shares; 2025Q3: 13,835 shares; 2025Q4: 12,965 shares 12,965 $1.16M 0.05% -870 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: 4,284 shares; 2024Q4: 4,631 shares; 2025Q1: 4,597 shares; 2025Q2: 3,733 shares; 2025Q3: 3,357 shares; 2025Q4: 3,643 shares 3,643 $1.14M 0.05% +286 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: 11,062 shares; 2024Q4: 12,631 shares; 2025Q1: 13,241 shares; 2025Q2: 13,614 shares; 2025Q3: 14,094 shares; 2025Q4: 14,094 shares 14,094 $1.14M 0.05% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,235 shares; 2025Q1: 3,155 shares; 2025Q2: 3,117 shares; 2025Q3: 3,110 shares; 2025Q4: 3,207 shares 3,207 $1.12M 0.05% +97 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,931 shares; 2024Q4: 22,030 shares; 2025Q1: 22,118 shares; 2025Q2: 22,210 shares; 2025Q3: 21,307 shares; 2025Q4: 21,072 shares 21,072 $1.12M 0.05% -235 Timeline ESGE 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: 23,499 shares; 2024Q4: 23,265 shares; 2025Q1: 25,192 shares; 2025Q2: 25,625 shares; 2025Q3: 25,319 shares; 2025Q4: 25,115 shares 25,115 $1.11M 0.05% -204 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: 5,144 shares; 2024Q4: 4,989 shares; 2025Q1: 5,252 shares; 2025Q2: 5,624 shares; 2025Q3: 5,705 shares; 2025Q4: 5,346 shares 5,346 $1.11M 0.05% -359 Timeline SUSC 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: 38,044 shares; 2024Q4: 36,476 shares; 2025Q1: 42,331 shares; 2025Q2: 42,861 shares; 2025Q3: 43,986 shares; 2025Q4: 46,300 shares 46,300 $1.08M 0.05% +2,314 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: 9,912 shares; 2024Q4: 10,478 shares; 2025Q1: 11,744 shares; 2025Q2: 15,944 shares; 2025Q3: 15,393 shares; 2025Q4: 15,728 shares 15,728 $1.06M 0.05% +335 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: 2,526 shares; 2024Q4: 2,544 shares; 2025Q1: 6,587 shares; 2025Q2: 5,597 shares; 2025Q3: 5,666 shares; 2025Q4: 6,390 shares 6,390 $1.02M 0.05% +724 Timeline ESML 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: 50,416 shares; 2024Q4: 48,289 shares; 2025Q1: 22,463 shares; 2025Q2: 22,810 shares; 2025Q3: 22,709 shares; 2025Q4: 21,903 shares 21,903 $1.01M 0.05% -806 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,790 shares; 2024Q4: 22,540 shares; 2025Q1: 24,365 shares; 2025Q2: 22,615 shares; 2025Q3: 22,515 shares; 2025Q4: 22,605 shares 22,605 $1.01M 0.04% +90 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: 241,672 shares; 2024Q4: 240,632 shares; 2025Q1: 35,439 shares; 2025Q2: 17,717 shares; 2025Q3: 18,482 shares; 2025Q4: 18,671 shares 18,671 $1M 0.04% +189 Timeline SPTS 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: 555,792 shares; 2024Q4: 530,063 shares; 2025Q1: 942,059 shares; 2025Q2: 902,067 shares; 2025Q3: 308,403 shares; 2025Q4: 33,116 shares 33,116 $970K 0.04% -275,287 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: 4,777 shares; 2024Q4: 5,025 shares; 2025Q1: 5,016 shares; 2025Q2: 6,868 shares; 2025Q3: 7,558 shares; 2025Q4: 10,267 shares 10,267 $967K 0.04% +2,709 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: 6,842 shares; 2024Q4: 7,329 shares; 2025Q1: 5,645 shares; 2025Q2: 4,601 shares; 2025Q3: 4,385 shares; 2025Q4: 3,890 shares 3,890 $958K 0.04% -495 Timeline YEAR 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: 30,276 shares; 2024Q4: 33,674 shares; 2025Q1: 29,266 shares; 2025Q2: 21,176 shares; 2025Q3: 21,198 shares; 2025Q4: 18,934 shares 18,934 $956K 0.04% -2,264 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,419 shares; 2024Q4: 5,285 shares; 2025Q1: 7,495 shares; 2025Q2: 9,745 shares; 2025Q3: 9,583 shares; 2025Q4: 10,339 shares 10,339 $954K 0.04% +756 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: 766 shares; 2024Q4: 787 shares; 2025Q1: 1,057 shares; 2025Q2: 1,130 shares; 2025Q3: 1,123 shares; 2025Q4: 1,094 shares 1,094 $944K 0.04% -29 Timeline THLV THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488,841 shares; 2024Q4: 1,553,304 shares; 2025Q1: 1,563,898 shares; 2025Q2: 75,005 shares; 2025Q3: 33,453 shares; 2025Q4: 31,063 shares 31,063 $928K 0.04% -2,390 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,109 shares; 2024Q4: 180,104 shares; 2025Q1: 141,530 shares; 2025Q2: 40,159 shares; 2025Q3: 16,286 shares; 2025Q4: 15,771 shares 15,771 $913K 0.04% -515 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: 4,346 shares; 2024Q4: 4,336 shares; 2025Q1: 6,083 shares; 2025Q2: 6,100 shares; 2025Q3: 6,222 shares; 2025Q4: 6,289 shares 6,289 $901K 0.04% +67 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: not reported; 2025Q2: not reported; 2025Q3: 29,980 shares; 2025Q4: 23,118 shares 23,118 $893K 0.04% -6,862 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,100 shares; 2025Q3: 3,701 shares; 2025Q4: 5,351 shares 5,351 $890K 0.04% +1,650 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,883 shares; 2024Q4: 31,483 shares; 2025Q1: 25,670 shares; 2025Q2: 28,505 shares; 2025Q3: 29,075 shares; 2025Q4: 37,600 shares 37,600 $890K 0.04% +8,525 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: 20,569 shares; 2024Q4: 20,536 shares; 2025Q1: 20,432 shares; 2025Q2: 20,127 shares; 2025Q3: 3,425 shares; 2025Q4: 3,993 shares 3,993 $878K 0.04% +568 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,844 shares; 2024Q4: 7,889 shares; 2025Q1: 7,440 shares; 2025Q2: 7,474 shares; 2025Q3: 7,546 shares; 2025Q4: 7,479 shares 7,479 $833K 0.04% -67 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: 1,804 shares; 2024Q4: 1,697 shares; 2025Q1: 1,640 shares; 2025Q2: 1,911 shares; 2025Q3: 1,894 shares; 2025Q4: 2,695 shares 2,695 $824K 0.04% +801 Timeline SPYD 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: 10,349 shares; 2024Q4: 10,355 shares; 2025Q1: 13,540 shares; 2025Q2: 16,196 shares; 2025Q3: 17,431 shares; 2025Q4: 18,960 shares 18,960 $820K 0.04% +1,529 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,468 shares; 2024Q4: 15,882 shares; 2025Q1: 15,882 shares; 2025Q2: 16,490 shares; 2025Q3: 16,738 shares; 2025Q4: 16,321 shares 16,321 $809K 0.04% -417 Timeline PBTP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,290 shares; 2024Q4: 171,507 shares; 2025Q1: 39,520 shares; 2025Q2: 30,796 shares; 2025Q3: 30,200 shares; 2025Q4: 30,446 shares 30,446 $789K 0.04% +246 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: 1,682 shares; 2024Q4: 1,673 shares; 2025Q1: 1,671 shares; 2025Q2: 1,692 shares; 2025Q3: 1,691 shares; 2025Q4: 1,675 shares 1,675 $780K 0.03% -16 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,044 shares; 2024Q4: 10,070 shares; 2025Q1: 10,244 shares; 2025Q2: 9,673 shares; 2025Q3: 10,097 shares; 2025Q4: 9,695 shares 9,695 $778K 0.03% -402 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,502 shares; 2025Q1: 1,508 shares; 2025Q2: 1,332 shares; 2025Q3: 1,348 shares; 2025Q4: 1,329 shares 1,329 $770K 0.03% -19 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 15,421 shares; 2025Q3: 12,718 shares; 2025Q4: 15,309 shares 15,309 $764K 0.03% +2,591 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: 8,258 shares; 2024Q4: 8,351 shares; 2025Q1: 7,336 shares; 2025Q2: 12,205 shares; 2025Q3: 12,760 shares; 2025Q4: 13,334 shares 13,334 $733K 0.03% +574 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,549 shares; 2024Q4: 14,263 shares; 2025Q1: 13,968 shares; 2025Q2: 13,924 shares; 2025Q3: 18,076 shares; 2025Q4: 18,111 shares 18,111 $729K 0.03% +35 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: 21,627 shares; 2024Q4: 25,147 shares; 2025Q1: 26,945 shares; 2025Q2: 24,259 shares; 2025Q3: 23,231 shares; 2025Q4: 4,733 shares 4,733 $721K 0.03% -18,498 Timeline IIGD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,315 shares; 2024Q4: 16,375 shares; 2025Q1: 16,625 shares; 2025Q2: 16,625 shares; 2025Q3: 28,924 shares; 2025Q4: 28,924 shares 28,924 $719K 0.03% 0 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,782 shares; 2024Q4: 12,401 shares; 2025Q1: 21,026 shares; 2025Q2: 24,044 shares; 2025Q3: 23,660 shares; 2025Q4: 25,246 shares 25,246 $708K 0.03% +1,586 Timeline LQDH 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: 17,499 shares; 2024Q4: 16,466 shares; 2025Q1: 12,606 shares; 2025Q2: 9,875 shares; 2025Q3: 8,219 shares; 2025Q4: 7,551 shares 7,551 $705K 0.03% -668 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: 7,085 shares; 2024Q4: 7,998 shares; 2025Q1: 7,945 shares; 2025Q2: 7,945 shares; 2025Q3: 7,910 shares; 2025Q4: 8,310 shares 8,310 $696K 0.03% +400 Timeline AOA 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: 28,298 shares; 2024Q4: 30,241 shares; 2025Q1: 29,801 shares; 2025Q2: 36,349 shares; 2025Q3: 8,079 shares; 2025Q4: 7,660 shares 7,660 $686K 0.03% -419 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: 4,396 shares; 2024Q4: 4,444 shares; 2025Q1: 4,548 shares; 2025Q2: 4,520 shares; 2025Q3: 3,574 shares; 2025Q4: 3,515 shares 3,515 $685K 0.03% -59 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,635 shares; 2024Q4: 22,718 shares; 2025Q1: 14,211 shares; 2025Q2: 20,209 shares; 2025Q3: 20,800 shares; 2025Q4: 15,685 shares 15,685 $684K 0.03% -5,115 Timeline AOR 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: 12,842 shares; 2024Q4: 12,568 shares; 2025Q1: 12,102 shares; 2025Q2: 15,455 shares; 2025Q3: 9,501 shares; 2025Q4: 10,501 shares 10,501 $683K 0.03% +1,000 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,665 shares; 2024Q4: 16,665 shares; 2025Q1: 16,665 shares; 2025Q2: 16,465 shares; 2025Q3: 15,465 shares; 2025Q4: 14,440 shares 14,440 $679K 0.03% -1,025 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,102 shares; 2024Q4: 20,326 shares; 2025Q1: 20,452 shares; 2025Q2: 20,353 shares; 2025Q3: 38,329 shares; 2025Q4: 37,232 shares 37,232 $658K 0.03% -1,097 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,484 shares; 2024Q4: 29,156 shares; 2025Q1: 29,430 shares; 2025Q2: 29,641 shares; 2025Q3: 43,121 shares; 2025Q4: 42,620 shares 42,620 $652K 0.03% -501 Timeline GWX 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: 100,204 shares; 2024Q4: 101,971 shares; 2025Q1: 22,126 shares; 2025Q2: 16,769 shares; 2025Q3: 15,980 shares; 2025Q4: 15,092 shares 15,092 $617K 0.03% -888 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,527 shares; 2024Q4: 29,132 shares; 2025Q1: 13,061 shares; 2025Q2: 13,428 shares; 2025Q3: 13,638 shares; 2025Q4: 13,638 shares 13,638 $606K 0.03% 0 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: 2,503 shares; 2024Q4: 2,604 shares; 2025Q1: 2,488 shares; 2025Q2: 4,849 shares; 2025Q3: 4,747 shares; 2025Q4: 4,834 shares 4,834 $606K 0.03% +87 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,643 shares; 2025Q1: 1,603 shares; 2025Q2: 1,671 shares; 2025Q3: 1,661 shares; 2025Q4: 1,630 shares 1,630 $603K 0.03% -31 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,805 shares; 2025Q3: 7,694 shares; 2025Q4: 8,358 shares 8,358 $602K 0.03% +664 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,405 shares; 2025Q1: 1,912 shares; 2025Q2: 1,940 shares; 2025Q3: 1,936 shares; 2025Q4: 1,936 shares 1,936 $601K 0.03% 0 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: 2,924 shares; 2024Q4: 3,271 shares; 2025Q1: 3,204 shares; 2025Q2: 3,090 shares; 2025Q3: 3,082 shares; 2025Q4: 3,082 shares 3,082 $589K 0.03% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,931 shares; 2024Q4: 13,619 shares; 2025Q1: 13,440 shares; 2025Q2: 12,808 shares; 2025Q3: 11,274 shares; 2025Q4: 9,868 shares 9,868 $585K 0.03% -1,406 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: 1,918 shares; 2024Q4: 1,919 shares; 2025Q1: 1,919 shares; 2025Q2: 2,164 shares; 2025Q3: 2,115 shares; 2025Q4: 2,094 shares 2,094 $585K 0.03% -21 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: 11,565 shares; 2024Q4: 12,565 shares; 2025Q1: 11,949 shares; 2025Q2: 22,233 shares; 2025Q3: 23,913 shares; 2025Q4: 23,408 shares 23,408 $581K 0.03% -505 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,555 shares; 2025Q1: 1,213 shares; 2025Q2: 1,343 shares; 2025Q3: 1,288 shares; 2025Q4: 1,895 shares 1,895 $572K 0.03% +607 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,598 shares; 2024Q4: 6,238 shares; 2025Q1: 6,595 shares; 2025Q2: 6,660 shares; 2025Q3: 7,084 shares; 2025Q4: 7,084 shares 7,084 $558K 0.02% 0 Timeline LCTU 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: 4,690 shares; 2024Q4: 5,274 shares; 2025Q1: 6,316 shares; 2025Q2: 8,133 shares; 2025Q3: 7,558 shares; 2025Q4: 7,470 shares 7,470 $553K 0.02% -88 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 8,958 shares; 2025Q2: 8,958 shares; 2025Q3: 8,981 shares; 2025Q4: 9,025 shares 9,025 $542K 0.02% +44 Timeline CROX CROCS INC More: the full row for CROCS 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: 3,885 shares; 2025Q4: 6,335 shares 6,335 $542K 0.02% +2,450 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,815 shares; 2024Q4: 12,765 shares; 2025Q1: 12,210 shares; 2025Q2: 12,231 shares; 2025Q3: 12,255 shares; 2025Q4: 12,277 shares 12,277 $541K 0.02% +22 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 4,616 shares; 2025Q1: 4,841 shares; 2025Q2: 2,977 shares; 2025Q3: 3,043 shares; 2025Q4: 2,924 shares 2,924 $536K 0.02% -119 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,357 shares; 2025Q1: 1,357 shares; 2025Q2: 1,357 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares 1,358 $529K 0.02% 0 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: 29,525 shares; 2024Q4: 25,586 shares; 2025Q1: 40,075 shares; 2025Q2: 3,579 shares; 2025Q3: 3,556 shares; 2025Q4: 3,691 shares 3,691 $521K 0.02% +135 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,256 shares; 2025Q1: 144,356 shares; 2025Q2: 157,106 shares; 2025Q3: 115,756 shares; 2025Q4: 100,756 shares 100,756 $514K 0.02% -15,000 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: 592 shares; 2025Q2: 584 shares; 2025Q3: 954 shares; 2025Q4: 1,095 shares 1,095 $513K 0.02% +141 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: 4,758 shares; 2024Q4: 4,689 shares; 2025Q1: 4,564 shares; 2025Q2: 4,476 shares; 2025Q3: 4,157 shares; 2025Q4: 4,160 shares 4,160 $513K 0.02% +3 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,019 shares; 2025Q1: 1,017 shares; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 623 shares 623 $511K 0.02% -20 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,780 shares; 2025Q1: 2,005 shares; 2025Q2: 1,971 shares; 2025Q3: 1,914 shares; 2025Q4: 1,927 shares 1,927 $510K 0.02% +13 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: 511 shares; 2025Q1: 791 shares; 2025Q2: 453 shares; 2025Q3: 474 shares; 2025Q4: 472 shares 472 $505K 0.02% -2 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: 893 shares; 2024Q4: 867 shares; 2025Q1: 869 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 864 shares 864 $493K 0.02% -4 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,768 shares; 2025Q1: 3,544 shares; 2025Q2: 5,313 shares; 2025Q3: 5,583 shares; 2025Q4: 5,465 shares 5,465 $489K 0.02% -118 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: 1,788 shares; 2025Q3: 1,903 shares; 2025Q4: 1,677 shares 1,677 $479K 0.02% -226 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: not reported; 2024Q4: not reported; 2025Q1: 7,488 shares; 2025Q2: 7,769 shares; 2025Q3: 8,099 shares; 2025Q4: 8,257 shares 8,257 $476K 0.02% +158 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: 1,701 shares; 2025Q2: 1,701 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares 1,680 $469K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,196 shares; 2024Q4: 8,434 shares; 2025Q1: 8,524 shares; 2025Q2: 8,397 shares; 2025Q3: 8,496 shares; 2025Q4: 8,512 shares 8,512 $454K 0.02% +16 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,867 shares; 2024Q4: 6,710 shares; 2025Q1: 6,710 shares; 2025Q2: 6,745 shares; 2025Q3: 6,748 shares; 2025Q4: 6,748 shares 6,748 $448K 0.02% 0 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: 732 shares; 2024Q4: 714 shares; 2025Q1: 717 shares; 2025Q2: 762 shares; 2025Q3: 776 shares; 2025Q4: 778 shares 778 $446K 0.02% +2 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,698 shares; 2024Q4: 12,967 shares; 2025Q1: 12,967 shares; 2025Q2: 10,792 shares; 2025Q3: 10,963 shares; 2025Q4: 10,963 shares 10,963 $441K 0.02% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,965 shares; 2025Q1: 3,655 shares; 2025Q2: 4,140 shares; 2025Q3: 4,240 shares; 2025Q4: 4,135 shares 4,135 $437K 0.02% -105 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: 3,198 shares; 2024Q4: 3,132 shares; 2025Q1: 3,134 shares; 2025Q2: 3,085 shares; 2025Q3: 3,088 shares; 2025Q4: 3,092 shares 3,092 $436K 0.02% +4 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,218 shares; 2024Q4: 9,181 shares; 2025Q1: 8,516 shares; 2025Q2: 8,525 shares; 2025Q3: 8,543 shares; 2025Q4: 8,561 shares 8,561 $436K 0.02% +18 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,670 shares; 2024Q4: 30,586 shares; 2025Q1: 20,478 shares; 2025Q2: 17,105 shares; 2025Q3: 13,849 shares; 2025Q4: 9,804 shares 9,804 $435K 0.02% -4,045 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,427 shares; 2024Q4: 8,531 shares; 2025Q1: 8,234 shares; 2025Q2: 6,091 shares; 2025Q3: 4,910 shares; 2025Q4: 4,108 shares 4,108 $425K 0.02% -802 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,435 shares; 2025Q3: 7,288 shares; 2025Q4: 6,604 shares 6,604 $425K 0.02% -684 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,003 shares; 2025Q4: 14,532 shares 14,532 $422K 0.02% +3,529 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: not reported; 2024Q4: not reported; 2025Q1: 4,670 shares; 2025Q2: 5,817 shares; 2025Q3: 5,817 shares; 2025Q4: 5,707 shares 5,707 $420K 0.02% -110 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: 1,192 shares; 2025Q1: not reported; 2025Q2: 1,689 shares; 2025Q3: 1,872 shares; 2025Q4: 1,899 shares 1,899 $412K 0.02% +27 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,266 shares; 2024Q4: 3,205 shares; 2025Q1: 3,244 shares; 2025Q2: 3,232 shares; 2025Q3: 3,199 shares; 2025Q4: 2,676 shares 2,676 $411K 0.02% -523 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: 4,335 shares; 2024Q4: 4,377 shares; 2025Q1: 5,105 shares; 2025Q2: 5,144 shares; 2025Q3: 5,197 shares; 2025Q4: 5,269 shares 5,269 $410K 0.02% +72 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 831 shares; 2025Q1: 1,362 shares; 2025Q2: 1,471 shares; 2025Q3: 1,500 shares; 2025Q4: 1,696 shares 1,696 $409K 0.02% +196 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,395 shares; 2024Q4: 6,507 shares; 2025Q1: 8,910 shares; 2025Q2: 8,790 shares; 2025Q3: 8,506 shares; 2025Q4: 8,251 shares 8,251 $408K 0.02% -255 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: 2,851 shares; 2024Q4: 2,717 shares; 2025Q1: 3,672 shares; 2025Q2: 3,558 shares; 2025Q3: 3,367 shares; 2025Q4: 3,586 shares 3,586 $408K 0.02% +219 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,120 shares; 2025Q3: 2,108 shares; 2025Q4: 1,946 shares 1,946 $400K 0.02% -162 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,680 shares; 2024Q4: 9,680 shares; 2025Q1: 9,680 shares; 2025Q2: 9,680 shares; 2025Q3: 9,680 shares; 2025Q4: 9,680 shares 9,680 $392K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: 5,506 shares; 2025Q1: 5,307 shares; 2025Q2: 10,615 shares; 2025Q3: 11,641 shares; 2025Q4: 9,461 shares 9,461 $385K 0.02% -2,180 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 4,037 shares; 2025Q1: 3,766 shares; 2025Q2: 3,003 shares; 2025Q3: 2,929 shares; 2025Q4: 2,812 shares 2,812 $385K 0.02% -117 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: 928 shares; 2024Q4: 1,910 shares; 2025Q1: 1,955 shares; 2025Q2: 2,006 shares; 2025Q3: 2,146 shares; 2025Q4: 2,073 shares 2,073 $382K 0.02% -73 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,683 shares 11,683 $381K 0.02% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,410 shares; 2025Q1: 5,630 shares; 2025Q2: 6,251 shares; 2025Q3: 5,858 shares; 2025Q4: 4,272 shares 4,272 $374K 0.02% -1,586 Timeline IQDG 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: 1,151,442 shares; 2024Q4: 1,185,133 shares; 2025Q1: 13,907 shares; 2025Q2: 10,011 shares; 2025Q3: 10,928 shares; 2025Q4: 8,969 shares 8,969 $372K 0.02% -1,959 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,876 shares; 2025Q2: 2,857 shares; 2025Q3: 3,140 shares; 2025Q4: 4,021 shares 4,021 $372K 0.02% +881 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,131 shares; 2025Q3: 5,128 shares; 2025Q4: 5,203 shares 5,203 $372K 0.02% +75 Timeline SCHI 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: 16,076 shares 16,076 $369K 0.02% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,153 shares; 2025Q3: 26,222 shares; 2025Q4: 7,677 shares 7,677 $367K 0.02% -18,545 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,457 shares 13,457 $366K 0.02% new Timeline PRFZ 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: 9,480 shares; 2024Q4: 9,480 shares; 2025Q1: 9,155 shares; 2025Q2: 7,975 shares; 2025Q3: 8,064 shares; 2025Q4: 7,975 shares 7,975 $366K 0.02% -89 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,078 shares; 2025Q3: 6,078 shares; 2025Q4: 6,315 shares 6,315 $363K 0.02% +237 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 975 shares; 2025Q1: 927 shares; 2025Q2: 734 shares; 2025Q3: 1,045 shares; 2025Q4: 1,216 shares 1,216 $360K 0.02% +171 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,587 shares 1,587 $359K 0.02% new Timeline IMCG 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: 6,925 shares; 2025Q3: 7,679 shares; 2025Q4: 4,488 shares 4,488 $358K 0.02% -3,191 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 1,954 shares; 2025Q1: 2,782 shares; 2025Q2: 3,044 shares; 2025Q3: 2,810 shares; 2025Q4: 2,754 shares 2,754 $355K 0.02% -56 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 4,158 shares; 2025Q1: 4,174 shares; 2025Q2: 4,052 shares; 2025Q3: 3,960 shares; 2025Q4: 3,937 shares 3,937 $343K 0.02% -23 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL 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: 6,353 shares; 2025Q2: 6,353 shares; 2025Q3: 6,357 shares; 2025Q4: 6,182 shares 6,182 $337K 0.02% -175 Timeline RWR 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: 22,360 shares; 2024Q4: 22,395 shares; 2025Q1: 4,474 shares; 2025Q2: 3,470 shares; 2025Q3: 3,403 shares; 2025Q4: 3,433 shares 3,433 $337K 0.02% +30 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,727 shares; 2024Q4: 11,822 shares; 2025Q1: 12,309 shares; 2025Q2: 11,174 shares; 2025Q3: 11,347 shares; 2025Q4: 11,404 shares 11,404 $337K 0.02% +57 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,981 shares; 2024Q4: 18,838 shares; 2025Q1: 12,060 shares; 2025Q2: 12,060 shares; 2025Q3: 12,624 shares; 2025Q4: 12,660 shares 12,660 $336K 0.02% +36 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,087 shares; 2024Q4: 5,597 shares; 2025Q1: 2,090 shares; 2025Q2: 2,086 shares; 2025Q3: 2,055 shares; 2025Q4: 2,056 shares 2,056 $335K 0.01% +1 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,488 shares; 2025Q1: 1,467 shares; 2025Q2: 1,466 shares; 2025Q3: 1,475 shares; 2025Q4: 1,458 shares 1,458 $334K 0.01% -17 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: not reported; 2024Q4: 2,030 shares; 2025Q1: not reported; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,042 shares 2,042 $329K 0.01% +12 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: 9,561 shares; 2024Q4: 8,894 shares; 2025Q1: 8,158 shares; 2025Q2: 7,195 shares; 2025Q3: 6,660 shares; 2025Q4: 6,971 shares 6,971 $324K 0.01% +311 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 14,259 shares; 2025Q3: 16,832 shares; 2025Q4: 1,744 shares 1,744 $322K 0.01% -15,088 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,122 shares; 2024Q4: 24,110 shares; 2025Q1: 5,378 shares; 2025Q2: 4,638 shares; 2025Q3: 6,196 shares; 2025Q4: 5,916 shares 5,916 $319K 0.01% -280 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,432 shares; 2025Q3: 1,430 shares; 2025Q4: 1,393 shares 1,393 $317K 0.01% -37 Timeline ALTL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,762 shares; 2024Q4: 11,635 shares; 2025Q1: 10,962 shares; 2025Q2: 10,490 shares; 2025Q3: 8,910 shares; 2025Q4: 7,357 shares 7,357 $316K 0.01% -1,553 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: not reported; 2025Q1: 3,014 shares; 2025Q2: 3,351 shares; 2025Q3: 3,428 shares; 2025Q4: 3,374 shares 3,374 $314K 0.01% -54 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,540 shares; 2025Q1: 2,611 shares; 2025Q2: 1,524 shares; 2025Q3: 1,554 shares; 2025Q4: 1,595 shares 1,595 $311K 0.01% +41 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,865 shares; 2025Q2: 3,465 shares; 2025Q3: 3,540 shares; 2025Q4: 3,510 shares 3,510 $310K 0.01% -30 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,938 shares; 2025Q2: 4,938 shares; 2025Q3: 4,941 shares; 2025Q4: 4,941 shares 4,941 $309K 0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,498 shares 8,498 $306K 0.01% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,431 shares; 2025Q2: 3,250 shares; 2025Q3: 3,425 shares; 2025Q4: 3,825 shares 3,825 $305K 0.01% +400 Timeline JPIN 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: 8,122 shares; 2024Q4: 4,155 shares; 2025Q1: 3,855 shares; 2025Q2: 3,930 shares; 2025Q3: 3,930 shares; 2025Q4: 4,455 shares 4,455 $304K 0.01% +525 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: 730 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 29,192 shares; 2025Q3: 735 shares; 2025Q4: 735 shares 735 $303K 0.01% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,843 shares; 2024Q4: 12,843 shares; 2025Q1: 11,203 shares; 2025Q2: 11,203 shares; 2025Q3: 12,041 shares; 2025Q4: 13,364 shares 13,364 $303K 0.01% +1,323 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,183 shares; 2024Q4: 6,952 shares; 2025Q1: 7,008 shares; 2025Q2: 7,041 shares; 2025Q3: 7,068 shares; 2025Q4: 7,439 shares 7,439 $302K 0.01% +371 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,713 shares; 2024Q4: 5,713 shares; 2025Q1: 5,713 shares; 2025Q2: 5,713 shares; 2025Q3: 5,468 shares; 2025Q4: 5,468 shares 5,468 $295K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 899 shares; 2025Q3: 907 shares; 2025Q4: 957 shares 957 $291K 0.01% +50 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,709 shares; 2025Q2: 1,850 shares; 2025Q3: 1,851 shares; 2025Q4: 1,781 shares 1,781 $290K 0.01% -70 Timeline IGBH 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: 24,698 shares; 2024Q4: 24,193 shares; 2025Q1: 15,299 shares; 2025Q2: 11,710 shares; 2025Q3: 11,710 shares; 2025Q4: 11,710 shares 11,710 $288K 0.01% 0 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: not reported; 2024Q4: 3,439 shares; 2025Q1: 3,110 shares; 2025Q2: 3,537 shares; 2025Q3: 3,504 shares; 2025Q4: 3,505 shares 3,505 $286K 0.01% +1 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 986 shares 986 $286K 0.01% new Timeline VHT 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: 9,228 shares; 2024Q4: 9,336 shares; 2025Q1: 9,584 shares; 2025Q2: 9,257 shares; 2025Q3: 1,283 shares; 2025Q4: 985 shares 985 $284K 0.01% -298 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,047 shares; 2025Q3: 2,181 shares; 2025Q4: 2,382 shares 2,382 $283K 0.01% +201 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,666 shares 10,666 $282K 0.01% new Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,386 shares; 2025Q3: 4,375 shares; 2025Q4: 4,375 shares 4,375 $282K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,817 shares; 2025Q2: 3,817 shares; 2025Q3: 3,828 shares; 2025Q4: 3,827 shares 3,827 $281K 0.01% -1 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,776 shares; 2025Q3: 2,435 shares; 2025Q4: 2,394 shares 2,394 $279K 0.01% -41 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,038 shares; 2025Q1: 1,052 shares; 2025Q2: 1,021 shares; 2025Q3: 1,002 shares; 2025Q4: 809 shares 809 $273K 0.01% -193 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: 1,123,033 shares; 2024Q4: 1,119,638 shares; 2025Q1: 12,218 shares; 2025Q2: 8,811 shares; 2025Q3: 8,556 shares; 2025Q4: 5,899 shares 5,899 $272K 0.01% -2,657 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 1,538 shares; 2025Q2: 1,538 shares; 2025Q3: 1,558 shares; 2025Q4: 1,483 shares 1,483 $270K 0.01% -75 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,351 shares; 2025Q3: 3,521 shares; 2025Q4: 3,774 shares 3,774 $270K 0.01% +253 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 811 shares; 2025Q1: 695 shares; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 810 shares 810 $267K 0.01% +129 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,278 shares; 2024Q4: 1,263 shares; 2025Q1: 1,181 shares; 2025Q2: 1,147 shares; 2025Q3: 1,158 shares; 2025Q4: 1,213 shares 1,213 $267K 0.01% +55 Timeline STXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,526 shares; 2025Q1: 13,108 shares; 2025Q2: 13,144 shares; 2025Q3: 13,172 shares; 2025Q4: 13,214 shares 13,214 $266K 0.01% +42 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 544 shares; 2025Q1: 538 shares; 2025Q2: 594 shares; 2025Q3: 588 shares; 2025Q4: 615 shares 615 $262K 0.01% +27 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,197 shares; 2024Q4: 8,446 shares; 2025Q1: 8,446 shares; 2025Q2: 8,466 shares; 2025Q3: 7,040 shares; 2025Q4: 4,489 shares 4,489 $262K 0.01% -2,551 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 618 shares; 2025Q3: 619 shares; 2025Q4: 619 shares 619 $261K 0.01% 0 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,686 shares; 2025Q1: 12,618 shares; 2025Q2: 12,642 shares; 2025Q3: 12,666 shares; 2025Q4: 12,726 shares 12,726 $258K 0.01% +60 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,037 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares 3,750 $256K 0.01% 0 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,064 shares; 2025Q1: 5,070 shares; 2025Q2: 5,360 shares; 2025Q3: 5,369 shares; 2025Q4: 5,383 shares 5,383 $254K 0.01% +14 Timeline USXF 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: 4,365 shares; 2024Q4: 5,482 shares; 2025Q1: 7,841 shares; 2025Q2: 6,766 shares; 2025Q3: 4,391 shares; 2025Q4: 4,417 shares 4,417 $254K 0.01% +26 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,518 shares; 2025Q3: 2,451 shares; 2025Q4: 2,200 shares 2,200 $254K 0.01% -251 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: 3,369 shares; 2025Q1: 3,369 shares; 2025Q2: 3,369 shares; 2025Q3: 4,066 shares; 2025Q4: 4,066 shares 4,066 $254K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 913 shares; 2025Q1: 924 shares; 2025Q2: 916 shares; 2025Q3: 906 shares; 2025Q4: 812 shares 812 $253K 0.01% -94 Timeline SPGP 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: 42,143 shares; 2024Q4: 41,721 shares; 2025Q1: 42,706 shares; 2025Q2: 2,631 shares; 2025Q3: 2,547 shares; 2025Q4: 2,221 shares 2,221 $253K 0.01% -326 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,176 shares; 2025Q1: 1,480 shares; 2025Q2: 1,201 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares 1,201 $253K 0.01% 0 Timeline DES 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: not reported; 2025Q2: not reported; 2025Q3: 7,476 shares; 2025Q4: 7,476 shares 7,476 $250K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: 1,350 shares 1,350 $249K 0.01% new 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: 2,655 shares; 2024Q4: 3,407 shares; 2025Q1: 3,563 shares; 2025Q2: 316 shares; 2025Q3: 326 shares; 2025Q4: 369 shares 369 $244K 0.01% +43 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,636 shares 1,636 $243K 0.01% new Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,775 shares; 2025Q3: 4,775 shares; 2025Q4: 4,775 shares 4,775 $240K 0.01% 0 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: 4,314 shares; 2024Q4: not reported; 2025Q1: 3,707 shares; 2025Q2: 3,485 shares; 2025Q3: 3,119 shares; 2025Q4: 2,952 shares 2,952 $240K 0.01% -167 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650 shares 650 $240K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,454 shares; 2025Q3: 1,470 shares; 2025Q4: 1,470 shares 1,470 $235K 0.01% 0 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 6,750 shares 6,750 $235K 0.01% new 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: 119,869 shares; 2024Q4: 7,816 shares; 2025Q1: 7,253 shares; 2025Q2: 6,367 shares; 2025Q3: 6,504 shares; 2025Q4: 5,830 shares 5,830 $235K 0.01% -674 Timeline FTWO EA SERIES TRUST More: the full row for EA 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: 5,738 shares; 2025Q3: 5,750 shares; 2025Q4: 5,762 shares 5,762 $234K 0.01% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,323 shares; 2025Q4: 1,320 shares 1,320 $234K 0.01% -3 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,262 shares; 2025Q4: 4,262 shares 4,262 $232K 0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,727 shares; 2025Q1: 2,728 shares; 2025Q2: 2,732 shares; 2025Q3: 2,277 shares; 2025Q4: 2,256 shares 2,256 $231K 0.01% -21 Timeline NKE NIKE INC More: the full row for NIKE 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: 3,563 shares 3,563 $227K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,007 shares; 2024Q4: 23,527 shares; 2025Q1: 26,094 shares; 2025Q2: 2,943 shares; 2025Q3: not reported; 2025Q4: 2,284 shares 2,284 $227K 0.01% new Timeline FLRN 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: 10,946 shares; 2025Q2: 14,847 shares; 2025Q3: 14,847 shares; 2025Q4: 7,347 shares 7,347 $226K 0.01% -7,500 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: 4,183 shares; 2024Q4: 4,183 shares; 2025Q1: 4,183 shares; 2025Q2: 4,183 shares; 2025Q3: 4,183 shares; 2025Q4: 4,183 shares 4,183 $225K 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,750 shares; 2024Q4: 44,008 shares; 2025Q1: 2,301 shares; 2025Q2: 1,978 shares; 2025Q3: 1,731 shares; 2025Q4: 1,602 shares 1,602 $223K 0.01% -129 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE 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: 2,627 shares; 2025Q3: 2,617 shares; 2025Q4: 2,432 shares 2,432 $222K 0.01% -185 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: 4,296 shares; 2024Q4: 3,448 shares; 2025Q1: 3,088 shares; 2025Q2: 2,663 shares; 2025Q3: 17,821 shares; 2025Q4: 2,650 shares 2,650 $219K 0.01% -15,171 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 746 shares; 2025Q3: 807 shares; 2025Q4: 850 shares 850 $219K 0.01% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,516 shares; 2025Q4: 5,516 shares 5,516 $218K 0.01% 0 Timeline FIXT TCW ETF TRUST More: the full row for TCW 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: 5,705 shares; 2025Q3: 5,705 shares; 2025Q4: 5,708 shares 5,708 $218K 0.01% +3 Timeline SHAG 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: 5,894 shares; 2024Q4: 5,996 shares; 2025Q1: 4,828 shares; 2025Q2: 4,676 shares; 2025Q3: 4,637 shares; 2025Q4: 4,535 shares 4,535 $218K 0.01% -102 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET 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: 1,057 shares 1,057 $217K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,016 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 724 shares 724 $210K 0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,560 shares; 2024Q4: 6,150 shares; 2025Q1: 5,588 shares; 2025Q2: 4,985 shares; 2025Q3: 3,064 shares; 2025Q4: 2,731 shares 2,731 $210K 0.01% -333 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 776 shares 776 $208K 0.01% new 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: 3,220 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,597 shares; 2025Q4: 2,556 shares 2,556 $206K 0.01% -41 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,600 shares; 2025Q4: 11,600 shares 11,600 $202K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 948 shares; 2025Q3: 938 shares; 2025Q4: 945 shares 945 $200K 0.01% +7 Timeline RBBN RIBBON COMMUNICATIONS INC More: the full row for RIBBON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,850 shares; 2025Q4: 65,360 shares 65,360 $188K 0.01% +40,510 Timeline GGT GABELLI MULTIMEDIA TR INC More: the full row for GABELLI MULTIMEDIA TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,299 shares; 2024Q4: 23,299 shares; 2025Q1: 23,299 shares; 2025Q2: 23,299 shares; 2025Q3: 22,049 shares; 2025Q4: 15,000 shares 15,000 $63K <0.01% -7,049 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,500 shares; 2025Q1: 169,800 shares; 2025Q2: 129,800 shares; 2025Q3: 129,800 shares; 2025Q4: 54,800 shares 54,800 $52.6K <0.01% -75,000 Timeline XDHYX CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 11,300 shares; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 11,300 shares; 2025Q4: 11,300 shares 11,300 $22.6K <0.01% 0 Timeline