USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902,957 shares; 2024Q4: 822,878 shares; 2025Q1: 768,222 shares; 2025Q2: 672,397 shares; 2025Q3: 659,245 shares 659,245 $33.1M 8.7% -13,152 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,602 shares; 2024Q4: 312,150 shares; 2025Q1: 371,722 shares; 2025Q2: 385,237 shares; 2025Q3: 409,872 shares 409,872 $20.5M 5.37% +24,635 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,268 shares; 2024Q4: 594,377 shares; 2025Q1: 582,384 shares; 2025Q2: 587,680 shares; 2025Q3: 627,712 shares 627,712 $20.3M 5.33% +40,032 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,872 shares; 2024Q4: 568,608 shares; 2025Q1: 815,879 shares; 2025Q2: 987,926 shares; 2025Q3: 936,920 shares 936,920 $19M 4.99% -51,006 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,606 shares; 2024Q4: 261,409 shares; 2025Q1: 301,261 shares; 2025Q2: 288,092 shares; 2025Q3: 300,852 shares 300,852 $18M 4.73% +12,760 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,034 shares; 2024Q4: 214,623 shares; 2025Q1: 241,361 shares; 2025Q2: 262,950 shares; 2025Q3: 324,864 shares 324,864 $14M 3.68% +61,914 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,825 shares; 2024Q4: 13,851 shares; 2025Q1: 15,302 shares; 2025Q2: 20,872 shares; 2025Q3: 21,341 shares 21,341 $13.1M 3.43% +469 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,937 shares; 2024Q4: 14,870 shares; 2025Q1: 15,445 shares; 2025Q2: 18,495 shares; 2025Q3: 18,429 shares 18,429 $8.84M 2.32% -66 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,658 shares; 2024Q4: 10,897 shares; 2025Q1: 11,057 shares; 2025Q2: 13,727 shares; 2025Q3: 14,254 shares 14,254 $7.38M 1.94% +527 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,549 shares; 2024Q4: 37,060 shares; 2025Q1: 36,662 shares; 2025Q2: 38,205 shares; 2025Q3: 35,937 shares 35,937 $6.7M 1.76% -2,268 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,872 shares; 2024Q4: 43,318 shares; 2025Q1: 41,723 shares; 2025Q2: 45,941 shares; 2025Q3: 45,817 shares 45,817 $6.46M 1.7% -124 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,140 shares; 2024Q4: 6,736 shares; 2025Q1: 7,531 shares; 2025Q2: 10,102 shares; 2025Q3: 10,601 shares 10,601 $6.36M 1.67% +499 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,949 shares; 2024Q4: 6,713 shares; 2025Q1: 6,772 shares; 2025Q2: 9,487 shares; 2025Q3: 9,307 shares 9,307 $6.23M 1.64% -180 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,850 shares; 2024Q4: 16,480 shares; 2025Q1: 17,212 shares; 2025Q2: 19,040 shares; 2025Q3: 21,074 shares 21,074 $6.19M 1.63% +2,034 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,052 shares; 2024Q4: 15,438 shares; 2025Q1: 15,860 shares; 2025Q2: 22,794 shares; 2025Q3: 23,395 shares 23,395 $5.96M 1.56% +601 Timeline DFEB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,681 shares; 2025Q2: 127,730 shares; 2025Q3: 122,825 shares 122,825 $5.72M 1.5% -4,905 Timeline STXM EA SER TR STRIVE MID-CAP ETF More: the full row for EA SER TR STRIVE MID-CAP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,651 shares; 2024Q4: 173,624 shares; 2025Q1: 186,670 shares; 2025Q2: 191,830 shares; 2025Q3: 186,737 shares 186,737 $5.27M 1.38% -5,093 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,669 shares; 2024Q4: 16,046 shares; 2025Q1: 16,322 shares; 2025Q2: 22,443 shares; 2025Q3: 22,639 shares 22,639 $4.97M 1.31% +196 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 3,581 shares; 2025Q1: 7,192 shares; 2025Q2: 6,309 shares; 2025Q3: 6,064 shares 6,064 $4.04M 1.06% -245 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,799 shares; 2024Q4: 14,315 shares; 2025Q1: 14,261 shares; 2025Q2: 17,038 shares; 2025Q3: 16,642 shares 16,642 $3.59M 0.94% -396 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,333 shares; 2024Q4: 13,062 shares; 2025Q1: 13,337 shares; 2025Q2: 15,292 shares; 2025Q3: 18,067 shares 18,067 $3.37M 0.89% +2,775 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,895 shares; 2024Q4: 11,035 shares; 2025Q1: 10,095 shares; 2025Q2: 12,629 shares; 2025Q3: 13,391 shares 13,391 $3.26M 0.85% +762 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,217 shares; 2024Q4: 76,754 shares; 2025Q1: 74,315 shares; 2025Q2: 74,260 shares; 2025Q3: 72,634 shares 72,634 $3.05M 0.8% -1,626 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,219 shares; 2024Q4: 110,390 shares; 2025Q1: 129,735 shares; 2025Q2: 134,624 shares; 2025Q3: 150,332 shares 150,332 $3.05M 0.8% +15,708 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 4,097 shares; 2025Q1: 4,977 shares; 2025Q2: 7,553 shares; 2025Q3: 8,927 shares 8,927 $2.93M 0.77% +1,374 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,402 shares 28,402 $2.86M 0.75% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,762 shares; 2024Q4: 16,868 shares; 2025Q1: 16,710 shares; 2025Q2: 17,953 shares; 2025Q3: 17,938 shares 17,938 $2.76M 0.72% -15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,667 shares; 2024Q4: 27,459 shares; 2025Q1: 28,036 shares; 2025Q2: 29,536 shares; 2025Q3: 29,329 shares 29,329 $2.62M 0.69% -207 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,884 shares; 2024Q4: 72,415 shares; 2025Q1: 83,322 shares; 2025Q2: 86,039 shares; 2025Q3: 77,890 shares 77,890 $2.58M 0.68% -8,149 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,838 shares; 2024Q4: 20,013 shares; 2025Q1: 26,450 shares; 2025Q2: 26,960 shares; 2025Q3: 24,175 shares 24,175 $2.49M 0.65% -2,785 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,881 shares; 2024Q4: 5,802 shares; 2025Q1: 5,981 shares; 2025Q2: 6,993 shares; 2025Q3: 7,301 shares 7,301 $2.41M 0.63% +308 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,801 shares; 2024Q4: 19,023 shares; 2025Q1: 18,542 shares; 2025Q2: 18,901 shares; 2025Q3: 19,313 shares 19,313 $2.33M 0.61% +412 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,133 shares; 2024Q4: 11,999 shares; 2025Q1: 11,823 shares; 2025Q2: 11,900 shares; 2025Q3: 10,334 shares 10,334 $2.13M 0.56% -1,566 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,523 shares; 2024Q4: 4,365 shares; 2025Q1: 4,364 shares; 2025Q2: 7,022 shares; 2025Q3: 6,665 shares 6,665 $2.1M 0.55% -357 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,183 shares; 2024Q4: 6,872 shares; 2025Q1: 6,733 shares; 2025Q2: 6,964 shares; 2025Q3: 6,787 shares 6,787 $2.09M 0.55% -177 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,599 shares; 2024Q4: 17,798 shares; 2025Q1: 17,644 shares; 2025Q2: 18,063 shares; 2025Q3: 18,347 shares 18,347 $2.07M 0.54% +284 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,966 shares; 2024Q4: 7,337 shares; 2025Q1: 7,329 shares; 2025Q2: 7,374 shares; 2025Q3: 7,030 shares 7,030 $2.07M 0.54% -344 Timeline GMAR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,518 shares; 2024Q4: 56,518 shares; 2025Q1: 57,056 shares; 2025Q2: 54,496 shares; 2025Q3: 50,618 shares 50,618 $2.03M 0.53% -3,878 Timeline GNOV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,963 shares; 2024Q4: 52,601 shares; 2025Q1: 54,325 shares; 2025Q2: 53,750 shares; 2025Q3: 53,090 shares 53,090 $2.02M 0.53% -660 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,341 shares; 2024Q4: 5,306 shares; 2025Q1: 5,245 shares; 2025Q2: 5,747 shares; 2025Q3: 5,780 shares 5,780 $1.92M 0.51% +33 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 8,798 shares; 2025Q1: 10,007 shares; 2025Q2: 10,918 shares; 2025Q3: 11,744 shares 11,744 $1.82M 0.48% +826 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 9,794 shares; 2025Q1: 9,711 shares; 2025Q2: 10,888 shares; 2025Q3: 10,791 shares 10,791 $1.78M 0.47% -97 Timeline GOCT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,695 shares; 2024Q4: 51,465 shares; 2025Q1: 48,965 shares; 2025Q2: 47,115 shares; 2025Q3: 45,865 shares 45,865 $1.76M 0.46% -1,250 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,355 shares; 2024Q4: 17,450 shares; 2025Q1: 17,450 shares; 2025Q2: 17,450 shares; 2025Q3: 17,566 shares 17,566 $1.76M 0.46% +116 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,959 shares; 2025Q2: 24,116 shares; 2025Q3: 24,791 shares 24,791 $1.67M 0.44% +675 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,598 shares; 2024Q4: 6,682 shares; 2025Q1: 6,683 shares; 2025Q2: 8,784 shares; 2025Q3: 8,541 shares 8,541 $1.65M 0.43% -243 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,756 shares; 2025Q1: 23,458 shares; 2025Q2: 42,325 shares; 2025Q3: 61,451 shares 61,451 $1.63M 0.43% +19,126 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: 4,122 shares; 2025Q1: 4,134 shares; 2025Q2: 5,729 shares; 2025Q3: 6,690 shares 6,690 $1.63M 0.43% +961 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,913 shares; 2025Q1: 2,226 shares; 2025Q2: 2,482 shares; 2025Q3: 3,591 shares 3,591 $1.6M 0.42% +1,109 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,217 shares; 2024Q4: 23,038 shares; 2025Q1: 22,351 shares; 2025Q2: 21,563 shares; 2025Q3: 20,821 shares 20,821 $1.59M 0.42% -742 Timeline DMAR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,194 shares; 2024Q4: 18,194 shares; 2025Q1: 18,194 shares; 2025Q2: 38,126 shares; 2025Q3: 38,126 shares 38,126 $1.55M 0.41% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,745 shares; 2025Q1: 3,111 shares; 2025Q2: 3,116 shares; 2025Q3: 3,128 shares 3,128 $1.45M 0.38% +12 Timeline STXD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,572 shares; 2024Q4: 32,278 shares; 2025Q1: 34,373 shares; 2025Q2: 34,723 shares; 2025Q3: 39,289 shares 39,289 $1.44M 0.38% +4,566 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,944 shares; 2025Q3: 14,268 shares 14,268 $1.42M 0.37% +5,324 Timeline RWL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,581 shares; 2025Q2: 13,364 shares; 2025Q3: 12,745 shares 12,745 $1.41M 0.37% -619 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,403 shares; 2024Q4: 18,382 shares; 2025Q1: 16,243 shares; 2025Q2: 21,176 shares; 2025Q3: 20,586 shares 20,586 $1.4M 0.37% -590 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,951 shares; 2024Q4: 4,822 shares; 2025Q1: 4,859 shares; 2025Q2: 4,802 shares; 2025Q3: 4,627 shares 4,627 $1.38M 0.36% -175 Timeline PKW 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,258 shares; 2025Q2: 10,589 shares; 2025Q3: 10,082 shares 10,082 $1.34M 0.35% -507 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,182 shares; 2025Q1: 1,220 shares; 2025Q2: 1,339 shares; 2025Q3: 1,785 shares 1,785 $1.31M 0.34% +446 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,387 shares; 2024Q4: 14,820 shares; 2025Q1: 14,032 shares; 2025Q2: 13,352 shares; 2025Q3: 13,095 shares 13,095 $1.3M 0.34% -257 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,364 shares; 2024Q4: 51,573 shares; 2025Q1: 51,244 shares; 2025Q2: 52,424 shares; 2025Q3: 49,790 shares 49,790 $1.27M 0.33% -2,634 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,430 shares; 2024Q4: 4,747 shares; 2025Q1: 4,663 shares; 2025Q2: 5,189 shares; 2025Q3: 4,913 shares 4,913 $1.25M 0.33% -276 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 1,728 shares; 2025Q1: 1,744 shares; 2025Q2: 2,500 shares; 2025Q3: 2,314 shares 2,314 $1.16M 0.31% -186 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,609 shares; 2025Q1: 2,597 shares; 2025Q2: 3,323 shares; 2025Q3: 3,382 shares 3,382 $1.15M 0.3% +59 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 12,081 shares; 2025Q1: 12,945 shares; 2025Q2: 13,848 shares; 2025Q3: 14,164 shares 14,164 $1.11M 0.29% +316 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,559 shares; 2024Q4: 24,754 shares; 2025Q1: 24,299 shares; 2025Q2: 25,154 shares; 2025Q3: 25,154 shares 25,154 $1.1M 0.29% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 259 shares; 2025Q1: 286 shares; 2025Q2: 1,152 shares; 2025Q3: 1,175 shares 1,175 $1.09M 0.29% +23 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,458 shares; 2024Q4: 15,808 shares; 2025Q1: 15,808 shares; 2025Q2: 15,728 shares; 2025Q3: 14,789 shares 14,789 $1.08M 0.28% -939 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 6,245 shares; 2025Q1: 6,587 shares; 2025Q2: 7,323 shares; 2025Q3: 7,702 shares 7,702 $1.07M 0.28% +379 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 5,130 shares; 2025Q1: 5,129 shares; 2025Q2: 5,250 shares; 2025Q3: 5,124 shares 5,124 $1.07M 0.28% -126 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,973 shares; 2024Q4: 5,159 shares; 2025Q1: 5,159 shares; 2025Q2: 5,362 shares; 2025Q3: 5,100 shares 5,100 $1.04M 0.27% -262 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,129 shares; 2024Q4: 13,231 shares; 2025Q1: 13,551 shares; 2025Q2: 13,027 shares; 2025Q3: 13,370 shares 13,370 $994K 0.26% +343 Timeline QJUN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,131 shares; 2024Q4: 33,451 shares; 2025Q1: 33,451 shares; 2025Q2: 31,951 shares; 2025Q3: 31,951 shares 31,951 $994K 0.26% 0 Timeline XSEP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,334 shares; 2024Q4: 25,834 shares; 2025Q1: 25,234 shares; 2025Q2: 25,234 shares; 2025Q3: 23,209 shares 23,209 $965K 0.25% -2,025 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,987 shares; 2024Q4: 4,159 shares; 2025Q1: 3,817 shares; 2025Q2: 3,869 shares; 2025Q3: 3,906 shares 3,906 $965K 0.25% +37 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,980 shares; 2024Q4: 8,983 shares; 2025Q1: 10,213 shares; 2025Q2: 10,460 shares; 2025Q3: 9,531 shares 9,531 $955K 0.25% -929 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,686 shares; 2024Q4: 4,721 shares; 2025Q1: 4,580 shares; 2025Q2: 5,445 shares; 2025Q3: 5,104 shares 5,104 $891K 0.23% -341 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,883 shares; 2024Q4: 15,330 shares; 2025Q1: 16,001 shares; 2025Q2: 16,683 shares; 2025Q3: 14,754 shares 14,754 $884K 0.23% -1,929 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,832 shares; 2024Q4: 9,557 shares; 2025Q1: 9,557 shares; 2025Q2: 10,120 shares; 2025Q3: 9,034 shares 9,034 $860K 0.23% -1,086 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,835 shares; 2025Q3: 18,390 shares 18,390 $850K 0.22% +11,555 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,329 shares; 2024Q4: 7,238 shares; 2025Q1: 7,513 shares; 2025Q2: 9,386 shares; 2025Q3: 9,449 shares 9,449 $792K 0.21% +63 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,985 shares; 2024Q4: 12,765 shares; 2025Q1: 12,192 shares; 2025Q2: 12,107 shares; 2025Q3: 10,690 shares 10,690 $786K 0.21% -1,417 Timeline GSEP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,264 shares; 2024Q4: 16,369 shares; 2025Q1: 16,234 shares; 2025Q2: 18,184 shares; 2025Q3: 20,614 shares 20,614 $785K 0.21% +2,430 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,349 shares; 2025Q1: 13,829 shares; 2025Q2: 13,125 shares; 2025Q3: 12,540 shares 12,540 $783K 0.21% -585 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,999 shares; 2025Q2: 14,398 shares; 2025Q3: 15,022 shares 15,022 $780K 0.2% +624 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,853 shares; 2025Q2: 3,176 shares; 2025Q3: 3,970 shares 3,970 $772K 0.2% +794 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,715 shares; 2024Q4: 14,857 shares; 2025Q1: 16,485 shares; 2025Q2: 18,228 shares; 2025Q3: 17,492 shares 17,492 $769K 0.2% -736 Timeline GAUG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,736 shares; 2024Q4: 15,736 shares; 2025Q1: 14,301 shares; 2025Q2: 15,801 shares; 2025Q3: 19,651 shares 19,651 $759K 0.2% +3,850 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 2,985 shares; 2025Q1: 3,025 shares; 2025Q2: 4,065 shares; 2025Q3: 4,055 shares 4,055 $752K 0.2% -10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,178 shares; 2025Q1: 2,178 shares; 2025Q2: 2,177 shares; 2025Q3: 2,658 shares 2,658 $750K 0.2% +481 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,107 shares; 2025Q1: 1,073 shares; 2025Q2: 1,582 shares; 2025Q3: 1,566 shares 1,566 $733K 0.19% -16 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 10,755 shares; 2025Q1: 10,570 shares; 2025Q2: 11,461 shares; 2025Q3: 11,188 shares 11,188 $730K 0.19% -273 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 9,486 shares; 2025Q1: 8,695 shares; 2025Q2: 9,694 shares; 2025Q3: 9,252 shares 9,252 $722K 0.19% -442 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,393 shares; 2025Q1: 13,276 shares; 2025Q2: 13,695 shares; 2025Q3: 12,616 shares 12,616 $717K 0.19% -1,079 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,346 shares; 2024Q4: 16,335 shares; 2025Q1: 16,931 shares; 2025Q2: 21,765 shares; 2025Q3: 21,376 shares 21,376 $714K 0.19% -389 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,219 shares; 2025Q1: 13,066 shares; 2025Q2: 13,299 shares; 2025Q3: 11,841 shares 11,841 $711K 0.19% -1,458 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,598 shares; 2024Q4: 13,145 shares; 2025Q1: 11,977 shares; 2025Q2: 14,817 shares; 2025Q3: 14,081 shares 14,081 $711K 0.19% -736 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 4,073 shares; 2025Q1: 3,971 shares; 2025Q2: 5,200 shares; 2025Q3: 5,039 shares 5,039 $708K 0.19% -161 Timeline GDEC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,685 shares; 2025Q1: 16,665 shares; 2025Q2: 18,665 shares; 2025Q3: 18,665 shares 18,665 $685K 0.18% 0 Timeline GJUL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,381 shares; 2024Q4: 14,381 shares; 2025Q1: 14,095 shares; 2025Q2: 14,095 shares; 2025Q3: 16,879 shares 16,879 $685K 0.18% +2,784 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,755 shares; 2025Q1: 2,705 shares; 2025Q2: 2,733 shares; 2025Q3: 2,781 shares 2,781 $657K 0.17% +48 Timeline DNOV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,429 shares; 2025Q1: 14,519 shares; 2025Q2: 14,519 shares; 2025Q3: 13,979 shares 13,979 $654K 0.17% -540 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,101 shares; 2024Q4: 2,029 shares; 2025Q1: 1,829 shares; 2025Q2: 2,117 shares; 2025Q3: 2,144 shares 2,144 $652K 0.17% +27 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,875 shares; 2025Q2: 6,734 shares; 2025Q3: 7,069 shares 7,069 $629K 0.17% +335 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,046 shares; 2025Q3: 8,023 shares 8,023 $629K 0.17% +1,977 Timeline XAPR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,495 shares; 2024Q4: 17,495 shares; 2025Q1: 17,495 shares; 2025Q2: 17,632 shares; 2025Q3: 17,124 shares 17,124 $613K 0.16% -508 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,224 shares; 2024Q4: 10,624 shares; 2025Q1: 10,751 shares; 2025Q2: 15,691 shares; 2025Q3: 15,452 shares 15,452 $611K 0.16% -239 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,144 shares; 2024Q4: 36,144 shares; 2025Q1: 34,290 shares; 2025Q2: 20,490 shares; 2025Q3: 18,460 shares 18,460 $602K 0.16% -2,030 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: 3,842 shares; 2025Q1: 3,870 shares; 2025Q2: 6,288 shares; 2025Q3: 6,182 shares 6,182 $597K 0.16% -106 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,951 shares; 2024Q4: 6,727 shares; 2025Q1: 6,633 shares; 2025Q2: 6,982 shares; 2025Q3: 7,085 shares 7,085 $595K 0.16% +103 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,902 shares; 2025Q1: 1,939 shares; 2025Q2: 1,906 shares; 2025Q3: 2,106 shares 2,106 $592K 0.16% +200 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,103 shares; 2025Q1: 14,459 shares; 2025Q2: 14,818 shares; 2025Q3: 13,568 shares 13,568 $587K 0.15% -1,250 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,644 shares; 2024Q4: 4,985 shares; 2025Q1: 4,986 shares; 2025Q2: 4,988 shares; 2025Q3: 6,134 shares 6,134 $581K 0.15% +1,146 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,341 shares; 2024Q4: 20,198 shares; 2025Q1: 21,684 shares; 2025Q2: 21,714 shares; 2025Q3: 19,856 shares 19,856 $571K 0.15% -1,858 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,948 shares; 2025Q3: 9,820 shares 9,820 $564K 0.15% -1,128 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 4,907 shares; 2025Q1: 4,935 shares; 2025Q2: 4,954 shares; 2025Q3: 4,744 shares 4,744 $564K 0.15% -210 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,635 shares; 2025Q2: 3,270 shares; 2025Q3: 3,327 shares 3,327 $557K 0.15% +57 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,977 shares; 2024Q4: 6,963 shares; 2025Q1: 7,075 shares; 2025Q2: 9,795 shares; 2025Q3: 8,115 shares 8,115 $555K 0.15% -1,680 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,297 shares; 2024Q4: 4,613 shares; 2025Q1: 4,575 shares; 2025Q2: 6,946 shares; 2025Q3: 6,122 shares 6,122 $535K 0.14% -824 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 5,781 shares; 2025Q1: 4,974 shares; 2025Q2: 7,965 shares; 2025Q3: 8,001 shares 8,001 $531K 0.14% +36 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,850 shares; 2025Q2: 3,566 shares; 2025Q3: 4,265 shares 4,265 $528K 0.14% +699 Timeline HYLS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,105 shares; 2025Q2: 13,051 shares; 2025Q3: 12,467 shares 12,467 $524K 0.14% -584 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 976 shares; 2025Q1: 1,426 shares; 2025Q2: 1,983 shares; 2025Q3: 2,067 shares 2,067 $520K 0.14% +84 Timeline DOCT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,727 shares; 2025Q1: 11,777 shares; 2025Q2: 11,777 shares; 2025Q3: 11,777 shares 11,777 $509K 0.13% 0 Timeline DJUL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,636 shares; 2025Q1: 5,746 shares; 2025Q2: 5,746 shares; 2025Q3: 10,712 shares 10,712 $500K 0.13% +4,966 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,877 shares; 2025Q1: 1,947 shares; 2025Q2: 2,145 shares; 2025Q3: 2,056 shares 2,056 $497K 0.13% -89 Timeline QMMY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 20,250 shares; 2025Q3: 20,045 shares 20,045 $491K 0.13% -205 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 4,999 shares; 2025Q1: 5,206 shares; 2025Q2: 6,853 shares; 2025Q3: 5,782 shares 5,782 $486K 0.13% -1,071 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,907 shares; 2024Q4: 4,430 shares; 2025Q1: 4,344 shares; 2025Q2: 4,344 shares; 2025Q3: 3,711 shares 3,711 $481K 0.13% -633 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,229 shares; 2025Q1: 1,313 shares; 2025Q2: 1,329 shares; 2025Q3: 1,339 shares 1,339 $476K 0.12% +10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 788 shares; 2025Q1: 822 shares; 2025Q2: 1,049 shares; 2025Q3: 1,172 shares 1,172 $475K 0.12% +123 Timeline GJUN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,718 shares; 2024Q4: 9,718 shares; 2025Q1: 9,425 shares; 2025Q2: 11,461 shares; 2025Q3: 12,121 shares 12,121 $471K 0.12% +660 Timeline PSP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,452 shares; 2025Q2: 7,003 shares; 2025Q3: 6,726 shares 6,726 $464K 0.12% -277 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,468 shares; 2025Q2: 16,662 shares; 2025Q3: 18,422 shares 18,422 $464K 0.12% +1,760 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,462 shares; 2025Q2: 19,503 shares; 2025Q3: 17,505 shares 17,505 $460K 0.12% -1,998 Timeline QMAG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,796 shares 19,796 $460K 0.12% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: not reported; 2025Q1: 287 shares; 2025Q2: 514 shares; 2025Q3: 598 shares 598 $457K 0.12% +84 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,415 shares; 2024Q4: 15,407 shares; 2025Q1: 15,407 shares; 2025Q2: 15,407 shares; 2025Q3: 17,278 shares 17,278 $456K 0.12% +1,871 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,785 shares; 2024Q4: 7,667 shares; 2025Q1: 6,674 shares; 2025Q2: 6,681 shares; 2025Q3: 6,245 shares 6,245 $447K 0.12% -436 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares 1,593 $445K 0.12% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,137 shares; 2025Q3: 20,261 shares 20,261 $445K 0.12% +124 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,269 shares; 2024Q4: 14,809 shares; 2025Q1: 14,809 shares; 2025Q2: 18,217 shares; 2025Q3: 19,086 shares 19,086 $444K 0.12% +869 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 6,743 shares; 2025Q1: 6,743 shares; 2025Q2: 7,262 shares; 2025Q3: 7,803 shares 7,803 $437K 0.11% +541 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,723 shares; 2024Q4: 8,723 shares; 2025Q1: 10,564 shares; 2025Q2: 10,752 shares; 2025Q3: 13,956 shares 13,956 $436K 0.11% +3,204 Timeline QMAR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,894 shares; 2024Q4: 20,894 shares; 2025Q1: 16,699 shares; 2025Q2: 15,344 shares; 2025Q3: 13,432 shares 13,432 $432K 0.11% -1,912 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,100 shares 3,100 $419K 0.11% -400 Timeline FTSL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,632 shares; 2025Q2: 9,903 shares; 2025Q3: 8,989 shares 8,989 $412K 0.11% -914 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,360 shares 2,360 $402K 0.11% +10 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,649 shares; 2025Q3: 10,635 shares 10,635 $401K 0.11% -2,014 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,049 shares; 2025Q1: 1,000 shares; 2025Q2: 1,088 shares; 2025Q3: 1,079 shares 1,079 $394K 0.1% -9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,101 shares; 2024Q4: 10,604 shares; 2025Q1: 9,754 shares; 2025Q2: 10,754 shares; 2025Q3: 12,274 shares 12,274 $392K 0.1% +1,520 Timeline PMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,868 shares 3,868 $389K 0.1% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505 shares; 2025Q3: 518 shares 518 $387K 0.1% +13 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,572 shares; 2024Q4: 5,125 shares; 2025Q1: 4,813 shares; 2025Q2: 6,482 shares; 2025Q3: 5,634 shares 5,634 $382K 0.1% -848 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,759 shares; 2025Q1: 5,781 shares; 2025Q2: 6,200 shares; 2025Q3: 6,243 shares 6,243 $381K 0.1% +43 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,977 shares; 2024Q4: 2,962 shares; 2025Q1: 2,926 shares; 2025Q2: 2,872 shares; 2025Q3: 2,659 shares 2,659 $379K 0.1% -213 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 703 shares; 2025Q1: 704 shares; 2025Q2: 839 shares; 2025Q3: 825 shares 825 $377K 0.1% -14 Timeline GMAY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,063 shares; 2024Q4: 8,063 shares; 2025Q1: 7,773 shares; 2025Q2: 9,560 shares; 2025Q3: 9,241 shares 9,241 $374K 0.1% -319 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 4,493 shares; 2025Q1: 4,323 shares; 2025Q2: 4,252 shares; 2025Q3: 3,888 shares 3,888 $373K 0.1% -364 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,449 shares; 2025Q1: 1,418 shares; 2025Q2: 1,483 shares; 2025Q3: 1,309 shares 1,309 $369K 0.1% -174 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,866 shares; 2024Q4: 15,740 shares; 2025Q1: 15,927 shares; 2025Q2: 17,428 shares; 2025Q3: 13,345 shares 13,345 $364K 0.1% -4,083 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,771 shares; 2025Q1: 2,786 shares; 2025Q2: 2,783 shares; 2025Q3: 2,769 shares 2,769 $363K 0.1% -14 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,579 shares; 2025Q3: 5,905 shares 5,905 $363K 0.1% +326 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 6,453 shares; 2025Q1: 6,453 shares; 2025Q2: 6,339 shares; 2025Q3: 6,293 shares 6,293 $362K 0.1% -46 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,697 shares; 2025Q3: 1,699 shares 1,699 $361K 0.09% +2 Timeline QCJL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,450 shares 15,450 $360K 0.09% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 894 shares; 2025Q1: 985 shares; 2025Q2: 1,731 shares; 2025Q3: 1,499 shares 1,499 $355K 0.09% -232 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 1,128 shares; 2025Q3: 1,105 shares 1,105 $354K 0.09% -23 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,084 shares; 2025Q3: 2,168 shares 2,168 $351K 0.09% +84 Timeline DJAN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,315 shares; 2025Q3: 8,315 shares 8,315 $350K 0.09% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,077 shares 5,077 $348K 0.09% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,855 shares; 2025Q2: 8,754 shares; 2025Q3: 8,829 shares 8,829 $348K 0.09% +75 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,047 shares; 2025Q3: 7,086 shares 7,086 $346K 0.09% +39 Timeline FDL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 7,967 shares; 2025Q1: 7,967 shares; 2025Q2: 7,826 shares; 2025Q3: 7,826 shares 7,826 $340K 0.09% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,548 shares; 2025Q2: 7,931 shares; 2025Q3: 7,931 shares 7,931 $339K 0.09% 0 Timeline GFEB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,854 shares; 2025Q2: 8,354 shares; 2025Q3: 8,354 shares 8,354 $339K 0.09% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 327 shares; 2025Q3: 275 shares 275 $320K 0.08% -52 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,337 shares; 2025Q1: 3,338 shares; 2025Q2: 3,400 shares; 2025Q3: 3,037 shares 3,037 $314K 0.08% -363 Timeline DAUG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,048 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,193 shares 7,193 $314K 0.08% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,603 shares; 2025Q3: 18,118 shares 18,118 $311K 0.08% +7,515 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,354 shares; 2025Q1: 1,390 shares; 2025Q2: 1,373 shares; 2025Q3: 1,335 shares 1,335 $309K 0.08% -38 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,505 shares; 2025Q1: 13,705 shares; 2025Q2: 13,705 shares; 2025Q3: 13,505 shares 13,505 $307K 0.08% -200 Timeline QCAP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,503 shares; 2024Q4: 10,503 shares; 2025Q1: 10,503 shares; 2025Q2: 12,903 shares; 2025Q3: 12,903 shares 12,903 $301K 0.08% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 995 shares 995 $299K 0.08% new Timeline PRN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,729 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares 1,729 $299K 0.08% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 308 shares; 2025Q1: 307 shares; 2025Q2: 317 shares; 2025Q3: 318 shares 318 $293K 0.08% +1 Timeline QSPT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,181 shares; 2025Q1: 8,181 shares; 2025Q2: 8,181 shares; 2025Q3: 9,331 shares 9,331 $290K 0.08% +1,150 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: not reported; 2025Q1: 3,750 shares; 2025Q2: 5,523 shares; 2025Q3: 4,975 shares 4,975 $283K 0.07% -548 Timeline XFEB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,339 shares; 2024Q4: 6,339 shares; 2025Q1: 8,010 shares; 2025Q2: 8,010 shares; 2025Q3: 8,010 shares 8,010 $280K 0.07% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 234 shares; 2025Q2: 222 shares; 2025Q3: 233 shares 233 $279K 0.07% +11 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,342 shares; 2025Q3: 2,435 shares 2,435 $277K 0.07% -907 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,378 shares; 2025Q1: 7,381 shares; 2025Q2: 7,385 shares; 2025Q3: 7,891 shares 7,891 $272K 0.07% +506 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,028 shares 5,028 $270K 0.07% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,199 shares; 2025Q3: 4,073 shares 4,073 $269K 0.07% -126 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,773 shares; 2025Q3: 2,702 shares 2,702 $264K 0.07% -71 Timeline XMAR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,752 shares; 2025Q1: 5,752 shares; 2025Q2: 6,701 shares; 2025Q3: 6,701 shares 6,701 $263K 0.07% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,739 shares; 2025Q2: 8,468 shares; 2025Q3: 9,269 shares 9,269 $262K 0.07% +801 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,914 shares; 2025Q3: 1,994 shares 1,994 $259K 0.07% +80 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,393 shares 1,393 $254K 0.07% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,446 shares 3,446 $253K 0.07% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,443 shares; 2025Q1: 2,579 shares; 2025Q2: 2,582 shares; 2025Q3: 2,556 shares 2,556 $250K 0.07% -26 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,344 shares; 2025Q3: 1,352 shares 1,352 $248K 0.07% +8 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,298 shares 4,298 $235K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,401 shares; 2025Q2: 1,401 shares; 2025Q3: 1,501 shares 1,501 $233K 0.06% +100 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,706 shares; 2025Q3: 5,315 shares 5,315 $231K 0.06% -391 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,499 shares; 2025Q1: 5,190 shares; 2025Q2: 5,633 shares; 2025Q3: 4,932 shares 4,932 $230K 0.06% -701 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 539 shares; 2025Q1: 524 shares; 2025Q2: 502 shares; 2025Q3: 461 shares 461 $230K 0.06% -41 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 477 shares 477 $228K 0.06% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,008 shares 3,008 $227K 0.06% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,345 shares 1,345 $224K 0.06% -20 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,434 shares; 2024Q4: 5,434 shares; 2025Q1: 5,968 shares; 2025Q2: 5,660 shares; 2025Q3: 4,464 shares 4,464 $224K 0.06% -1,196 Timeline DAPR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,863 shares; 2025Q3: 5,763 shares 5,763 $223K 0.06% -100 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,200 shares; 2025Q1: 2,251 shares; 2025Q2: 2,328 shares; 2025Q3: 2,318 shares 2,318 $219K 0.06% -10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,881 shares; 2025Q1: not reported; 2025Q2: 2,183 shares; 2025Q3: 1,913 shares 1,913 $219K 0.06% -270 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,705 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,535 shares 1,535 $217K 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,675 shares; 2025Q3: 4,185 shares 4,185 $216K 0.06% -1,490 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 569 shares 569 $216K 0.06% -113 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,631 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,610 shares 2,610 $215K 0.06% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,179 shares; 2024Q4: 5,004 shares; 2025Q1: 4,581 shares; 2025Q2: 4,229 shares; 2025Q3: 4,321 shares 4,321 $214K 0.06% +92 Timeline GAPR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,382 shares; 2025Q3: 5,382 shares 5,382 $211K 0.06% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,542 shares 6,542 $210K 0.06% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares 1,709 $209K 0.05% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,497 shares 4,497 $209K 0.05% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 359 shares; 2025Q3: 365 shares 365 $208K 0.05% +6 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,066 shares; 2025Q1: 8,066 shares; 2025Q2: 8,066 shares; 2025Q3: 7,246 shares 7,246 $205K 0.05% -820 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 974 shares 974 $205K 0.05% -29 Timeline GJAN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,381 shares; 2025Q2: 5,381 shares; 2025Q3: 4,891 shares 4,891 $204K 0.05% -490 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,713 shares 5,713 $203K 0.05% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,074 shares 2,074 $201K 0.05% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,885 shares; 2024Q4: not reported; 2025Q1: 10,300 shares; 2025Q2: 12,121 shares; 2025Q3: 12,328 shares 12,328 $147K 0.04% +207 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares 11,000 $13.2K <0.01% 0 Timeline