USFR 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: 902,957 shares; 2024Q4: 822,878 shares; 2025Q1: 768,222 shares; 2025Q2: 672,397 shares; 2025Q3: 659,245 shares; 2025Q4: 592,111 shares 592,111 $29.8M 6.35% -67,134 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,606 shares; 2024Q4: 261,409 shares; 2025Q1: 301,261 shares; 2025Q2: 288,092 shares; 2025Q3: 300,852 shares; 2025Q4: 312,724 shares 312,724 $18.7M 4% +11,872 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,268 shares; 2024Q4: 594,377 shares; 2025Q1: 582,384 shares; 2025Q2: 587,680 shares; 2025Q3: 627,712 shares; 2025Q4: 550,171 shares 550,171 $18.4M 3.92% -77,541 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: 90,034 shares; 2024Q4: 214,623 shares; 2025Q1: 241,361 shares; 2025Q2: 262,950 shares; 2025Q3: 324,864 shares; 2025Q4: 412,666 shares 412,666 $18.2M 3.88% +87,802 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: 279,872 shares; 2024Q4: 568,608 shares; 2025Q1: 815,879 shares; 2025Q2: 987,926 shares; 2025Q3: 936,920 shares; 2025Q4: 889,079 shares 889,079 $18M 3.84% -47,841 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: 294,602 shares; 2024Q4: 312,150 shares; 2025Q1: 371,722 shares; 2025Q2: 385,237 shares; 2025Q3: 409,872 shares; 2025Q4: 352,079 shares 352,079 $17.9M 3.82% -57,793 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: 11,825 shares; 2024Q4: 13,851 shares; 2025Q1: 15,302 shares; 2025Q2: 20,872 shares; 2025Q3: 21,341 shares; 2025Q4: 24,519 shares 24,519 $15.4M 3.28% +3,178 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,402 shares; 2025Q4: 144,540 shares 144,540 $14.5M 3.1% +116,138 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: 13,937 shares; 2024Q4: 14,870 shares; 2025Q1: 15,445 shares; 2025Q2: 18,495 shares; 2025Q3: 18,429 shares; 2025Q4: 19,093 shares 19,093 $9.31M 1.99% +664 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,046 shares; 2025Q3: 8,023 shares; 2025Q4: 112,593 shares 112,593 $9.03M 1.93% +104,570 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: 10,658 shares; 2024Q4: 10,897 shares; 2025Q1: 11,057 shares; 2025Q2: 13,727 shares; 2025Q3: 14,254 shares; 2025Q4: 15,995 shares 15,995 $7.74M 1.65% +1,741 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: 15,850 shares; 2024Q4: 16,480 shares; 2025Q1: 17,212 shares; 2025Q2: 19,040 shares; 2025Q3: 21,074 shares; 2025Q4: 25,360 shares 25,360 $7.36M 1.57% +4,286 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: 15,052 shares; 2024Q4: 15,438 shares; 2025Q1: 15,860 shares; 2025Q2: 22,794 shares; 2025Q3: 23,395 shares; 2025Q4: 25,803 shares 25,803 $7.01M 1.5% +2,408 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: 39,549 shares; 2024Q4: 37,060 shares; 2025Q1: 36,662 shares; 2025Q2: 38,205 shares; 2025Q3: 35,937 shares; 2025Q4: 36,051 shares 36,051 $6.89M 1.47% +114 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: 6,949 shares; 2024Q4: 6,713 shares; 2025Q1: 6,772 shares; 2025Q2: 9,487 shares; 2025Q3: 9,307 shares; 2025Q4: 9,917 shares 9,917 $6.79M 1.45% +610 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: 6,140 shares; 2024Q4: 6,736 shares; 2025Q1: 7,531 shares; 2025Q2: 10,102 shares; 2025Q3: 10,601 shares; 2025Q4: 10,070 shares 10,070 $6.19M 1.32% -531 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,544 shares 97,544 $5.93M 1.26% new 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: not reported; 2024Q4: 27,756 shares; 2025Q1: 23,458 shares; 2025Q2: 42,325 shares; 2025Q3: 61,451 shares; 2025Q4: 214,333 shares 214,333 $5.68M 1.21% +152,882 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: 40,872 shares; 2024Q4: 43,318 shares; 2025Q1: 41,723 shares; 2025Q2: 45,941 shares; 2025Q3: 45,817 shares; 2025Q4: 38,769 shares 38,769 $5.56M 1.19% -7,048 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: 15,669 shares; 2024Q4: 16,046 shares; 2025Q1: 16,322 shares; 2025Q2: 22,443 shares; 2025Q3: 22,639 shares; 2025Q4: 23,787 shares 23,787 $5.49M 1.17% +1,148 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,681 shares; 2025Q2: 127,730 shares; 2025Q3: 122,825 shares; 2025Q4: 111,876 shares 111,876 $5.34M 1.14% -10,949 Timeline AVLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,148 shares 63,148 $4.96M 1.06% new 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: 10,895 shares; 2024Q4: 11,035 shares; 2025Q1: 10,095 shares; 2025Q2: 12,629 shares; 2025Q3: 13,391 shares; 2025Q4: 13,957 shares 13,957 $4.37M 0.93% +566 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,651 shares; 2024Q4: 173,624 shares; 2025Q1: 186,670 shares; 2025Q2: 191,830 shares; 2025Q3: 186,737 shares; 2025Q4: 148,677 shares 148,677 $4.24M 0.9% -38,060 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: 3,602 shares; 2024Q4: 3,581 shares; 2025Q1: 7,192 shares; 2025Q2: 6,309 shares; 2025Q3: 6,064 shares; 2025Q4: 5,917 shares 5,917 $4.04M 0.86% -147 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: 83,217 shares; 2024Q4: 76,754 shares; 2025Q1: 74,315 shares; 2025Q2: 74,260 shares; 2025Q3: 72,634 shares; 2025Q4: 86,679 shares 86,679 $3.78M 0.81% +14,045 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: 12,333 shares; 2024Q4: 13,062 shares; 2025Q1: 13,337 shares; 2025Q2: 15,292 shares; 2025Q3: 18,067 shares; 2025Q4: 18,697 shares 18,697 $3.49M 0.74% +630 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: 14,799 shares; 2024Q4: 14,315 shares; 2025Q1: 14,261 shares; 2025Q2: 17,038 shares; 2025Q3: 16,642 shares; 2025Q4: 15,570 shares 15,570 $3.42M 0.73% -1,072 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,835 shares; 2025Q3: 18,390 shares; 2025Q4: 66,538 shares 66,538 $3.06M 0.65% +48,148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,944 shares; 2025Q3: 14,268 shares; 2025Q4: 29,397 shares 29,397 $3M 0.64% +15,129 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 4,097 shares; 2025Q1: 4,977 shares; 2025Q2: 7,553 shares; 2025Q3: 8,927 shares; 2025Q4: 8,911 shares 8,911 $2.99M 0.64% -16 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,208 shares 51,208 $2.9M 0.62% new 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: 19,838 shares; 2024Q4: 20,013 shares; 2025Q1: 26,450 shares; 2025Q2: 26,960 shares; 2025Q3: 24,175 shares; 2025Q4: 25,226 shares 25,226 $2.81M 0.6% +1,051 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: 10,667 shares; 2024Q4: 27,459 shares; 2025Q1: 28,036 shares; 2025Q2: 29,536 shares; 2025Q3: 29,329 shares; 2025Q4: 62,019 shares 62,019 $2.77M 0.59% +32,690 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,183 shares; 2024Q4: 6,872 shares; 2025Q1: 6,733 shares; 2025Q2: 6,964 shares; 2025Q3: 6,787 shares; 2025Q4: 8,722 shares 8,722 $2.75M 0.59% +1,935 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: 5,881 shares; 2024Q4: 5,802 shares; 2025Q1: 5,981 shares; 2025Q2: 6,993 shares; 2025Q3: 7,301 shares; 2025Q4: 7,771 shares 7,771 $2.69M 0.57% +470 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: 17,458 shares; 2024Q4: 15,808 shares; 2025Q1: 15,808 shares; 2025Q2: 15,728 shares; 2025Q3: 14,789 shares; 2025Q4: 33,876 shares 33,876 $2.54M 0.54% +19,087 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,762 shares; 2024Q4: 16,868 shares; 2025Q1: 16,710 shares; 2025Q2: 17,953 shares; 2025Q3: 17,938 shares; 2025Q4: 17,639 shares 17,639 $2.53M 0.54% -299 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,341 shares; 2024Q4: 5,306 shares; 2025Q1: 5,245 shares; 2025Q2: 5,747 shares; 2025Q3: 5,780 shares; 2025Q4: 7,281 shares 7,281 $2.5M 0.53% +1,501 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: 4,523 shares; 2024Q4: 4,365 shares; 2025Q1: 4,364 shares; 2025Q2: 7,022 shares; 2025Q3: 6,665 shares; 2025Q4: 7,733 shares 7,733 $2.49M 0.53% +1,068 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: 90,219 shares; 2024Q4: 110,390 shares; 2025Q1: 129,735 shares; 2025Q2: 134,624 shares; 2025Q3: 150,332 shares; 2025Q4: 122,355 shares 122,355 $2.46M 0.52% -27,977 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,340 shares 65,340 $2.39M 0.51% new 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: 18,801 shares; 2024Q4: 19,023 shares; 2025Q1: 18,542 shares; 2025Q2: 18,901 shares; 2025Q3: 19,313 shares; 2025Q4: 18,399 shares 18,399 $2.27M 0.48% -914 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: 12,133 shares; 2024Q4: 11,999 shares; 2025Q1: 11,823 shares; 2025Q2: 11,900 shares; 2025Q3: 10,334 shares; 2025Q4: 10,689 shares 10,689 $2.27M 0.48% +355 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: 3,712 shares; 2024Q4: 4,122 shares; 2025Q1: 4,134 shares; 2025Q2: 5,729 shares; 2025Q3: 6,690 shares; 2025Q4: 6,797 shares 6,797 $2.13M 0.45% +107 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,217 shares; 2024Q4: 23,038 shares; 2025Q1: 22,351 shares; 2025Q2: 21,563 shares; 2025Q3: 20,821 shares; 2025Q4: 24,914 shares 24,914 $2.13M 0.45% +4,093 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: 17,599 shares; 2024Q4: 17,798 shares; 2025Q1: 17,644 shares; 2025Q2: 18,063 shares; 2025Q3: 18,347 shares; 2025Q4: 17,395 shares 17,395 $2.09M 0.45% -952 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,963 shares; 2024Q4: 52,601 shares; 2025Q1: 54,325 shares; 2025Q2: 53,750 shares; 2025Q3: 53,090 shares; 2025Q4: 51,424 shares 51,424 $2.04M 0.44% -1,666 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,695 shares; 2024Q4: 51,465 shares; 2025Q1: 48,965 shares; 2025Q2: 47,115 shares; 2025Q3: 45,865 shares; 2025Q4: 49,588 shares 49,588 $1.95M 0.42% +3,723 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,884 shares; 2024Q4: 72,415 shares; 2025Q1: 83,322 shares; 2025Q2: 86,039 shares; 2025Q3: 77,890 shares; 2025Q4: 58,230 shares 58,230 $1.94M 0.41% -19,660 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: 9,099 shares; 2024Q4: 9,486 shares; 2025Q1: 8,695 shares; 2025Q2: 9,694 shares; 2025Q3: 9,252 shares; 2025Q4: 24,737 shares 24,737 $1.93M 0.41% +15,485 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,518 shares; 2024Q4: 56,518 shares; 2025Q1: 57,056 shares; 2025Q2: 54,496 shares; 2025Q3: 50,618 shares; 2025Q4: 47,003 shares 47,003 $1.92M 0.41% -3,615 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,480 shares 55,480 $1.85M 0.39% new 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: 10,250 shares; 2024Q4: 9,794 shares; 2025Q1: 9,711 shares; 2025Q2: 10,888 shares; 2025Q3: 10,791 shares; 2025Q4: 10,740 shares 10,740 $1.8M 0.38% -51 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: 6,980 shares; 2024Q4: 8,983 shares; 2025Q1: 10,213 shares; 2025Q2: 10,460 shares; 2025Q3: 9,531 shares; 2025Q4: 17,884 shares 17,884 $1.79M 0.38% +8,353 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: 1,738 shares; 2024Q4: 1,913 shares; 2025Q1: 2,226 shares; 2025Q2: 2,482 shares; 2025Q3: 3,591 shares; 2025Q4: 3,849 shares 3,849 $1.73M 0.37% +258 Timeline GARP 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: 25,203 shares 25,203 $1.72M 0.37% new 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: 20,355 shares; 2024Q4: 17,450 shares; 2025Q1: 17,450 shares; 2025Q2: 17,450 shares; 2025Q3: 17,566 shares; 2025Q4: 16,624 shares 16,624 $1.7M 0.36% -942 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,959 shares; 2025Q2: 24,116 shares; 2025Q3: 24,791 shares; 2025Q4: 24,387 shares 24,387 $1.69M 0.36% -404 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,164 shares 45,164 $1.64M 0.35% new 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: 6,966 shares; 2024Q4: 7,337 shares; 2025Q1: 7,329 shares; 2025Q2: 7,374 shares; 2025Q3: 7,030 shares; 2025Q4: 5,764 shares 5,764 $1.61M 0.34% -1,266 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,255 shares 19,255 $1.59M 0.34% new 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: 4,951 shares; 2024Q4: 4,822 shares; 2025Q1: 4,859 shares; 2025Q2: 4,802 shares; 2025Q3: 4,627 shares; 2025Q4: 5,142 shares 5,142 $1.55M 0.33% +515 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: not reported; 2024Q4: not reported; 2025Q1: 1,853 shares; 2025Q2: 3,176 shares; 2025Q3: 3,970 shares; 2025Q4: 7,798 shares 7,798 $1.55M 0.33% +3,828 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: 1,428 shares; 2024Q4: 6,245 shares; 2025Q1: 6,587 shares; 2025Q2: 7,323 shares; 2025Q3: 7,702 shares; 2025Q4: 9,970 shares 9,970 $1.54M 0.33% +2,268 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: 8,781 shares; 2024Q4: 8,798 shares; 2025Q1: 10,007 shares; 2025Q2: 10,918 shares; 2025Q3: 11,744 shares; 2025Q4: 9,894 shares 9,894 $1.51M 0.32% -1,850 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,194 shares; 2024Q4: 18,194 shares; 2025Q1: 18,194 shares; 2025Q2: 38,126 shares; 2025Q3: 38,126 shares; 2025Q4: 36,166 shares 36,166 $1.51M 0.32% -1,960 Timeline PSFO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,122 shares 46,122 $1.49M 0.32% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION 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: 119,533 shares 119,533 $1.49M 0.32% new 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: 3,414 shares; 2024Q4: 12,081 shares; 2025Q1: 12,945 shares; 2025Q2: 13,848 shares; 2025Q3: 14,164 shares; 2025Q4: 19,124 shares 19,124 $1.49M 0.32% +4,960 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,231 shares 18,231 $1.48M 0.32% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,430 shares; 2024Q4: 4,747 shares; 2025Q1: 4,663 shares; 2025Q2: 5,189 shares; 2025Q3: 4,913 shares; 2025Q4: 5,625 shares 5,625 $1.45M 0.31% +712 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,745 shares; 2025Q1: 3,111 shares; 2025Q2: 3,116 shares; 2025Q3: 3,128 shares; 2025Q4: 2,989 shares 2,989 $1.44M 0.31% -139 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,581 shares; 2025Q2: 13,364 shares; 2025Q3: 12,745 shares; 2025Q4: 12,414 shares 12,414 $1.42M 0.3% -331 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: 1,152 shares; 2024Q4: 1,182 shares; 2025Q1: 1,220 shares; 2025Q2: 1,339 shares; 2025Q3: 1,785 shares; 2025Q4: 2,073 shares 2,073 $1.37M 0.29% +288 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,403 shares; 2024Q4: 18,382 shares; 2025Q1: 16,243 shares; 2025Q2: 21,176 shares; 2025Q3: 20,586 shares; 2025Q4: 19,693 shares 19,693 $1.37M 0.29% -893 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: 5,598 shares; 2024Q4: 6,682 shares; 2025Q1: 6,683 shares; 2025Q2: 8,784 shares; 2025Q3: 8,541 shares; 2025Q4: 8,375 shares 8,375 $1.36M 0.29% -166 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: 14,387 shares; 2024Q4: 14,820 shares; 2025Q1: 14,032 shares; 2025Q2: 13,352 shares; 2025Q3: 13,095 shares; 2025Q4: 12,947 shares 12,947 $1.34M 0.29% -148 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,258 shares; 2025Q2: 10,589 shares; 2025Q3: 10,082 shares; 2025Q4: 9,782 shares 9,782 $1.31M 0.28% -300 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: 5,060 shares; 2024Q4: 5,130 shares; 2025Q1: 5,129 shares; 2025Q2: 5,250 shares; 2025Q3: 5,124 shares; 2025Q4: 6,189 shares 6,189 $1.31M 0.28% +1,065 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,024 shares 23,024 $1.31M 0.28% new Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,270 shares 13,270 $1.24M 0.26% new 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: 1,678 shares; 2024Q4: 1,728 shares; 2025Q1: 1,744 shares; 2025Q2: 2,500 shares; 2025Q3: 2,314 shares; 2025Q4: 2,421 shares 2,421 $1.22M 0.26% +107 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,572 shares; 2024Q4: 32,278 shares; 2025Q1: 34,373 shares; 2025Q2: 34,723 shares; 2025Q3: 39,289 shares; 2025Q4: 32,563 shares 32,563 $1.21M 0.26% -6,726 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: 2,535 shares; 2024Q4: 2,609 shares; 2025Q1: 2,597 shares; 2025Q2: 3,323 shares; 2025Q3: 3,382 shares; 2025Q4: 3,380 shares 3,380 $1.19M 0.25% -2 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: 19,883 shares; 2024Q4: 15,330 shares; 2025Q1: 16,001 shares; 2025Q2: 16,683 shares; 2025Q3: 14,754 shares; 2025Q4: 18,190 shares 18,190 $1.14M 0.24% +3,436 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,364 shares; 2024Q4: 51,573 shares; 2025Q1: 51,244 shares; 2025Q2: 52,424 shares; 2025Q3: 49,790 shares; 2025Q4: 45,579 shares 45,579 $1.13M 0.24% -4,211 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,868 shares; 2025Q4: 11,149 shares 11,149 $1.12M 0.24% +7,281 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: 11,129 shares; 2024Q4: 13,231 shares; 2025Q1: 13,551 shares; 2025Q2: 13,027 shares; 2025Q3: 13,370 shares; 2025Q4: 14,749 shares 14,749 $1.09M 0.23% +1,379 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: 4,973 shares; 2024Q4: 5,159 shares; 2025Q1: 5,159 shares; 2025Q2: 5,362 shares; 2025Q3: 5,100 shares; 2025Q4: 5,042 shares 5,042 $1.06M 0.23% -58 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: not reported; 2025Q4: 19,888 shares 19,888 $1.02M 0.22% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 2,985 shares; 2025Q1: 3,025 shares; 2025Q2: 4,065 shares; 2025Q3: 4,055 shares; 2025Q4: 4,923 shares 4,923 $1.02M 0.22% +868 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,131 shares; 2024Q4: 33,451 shares; 2025Q1: 33,451 shares; 2025Q2: 31,951 shares; 2025Q3: 31,951 shares; 2025Q4: 31,950 shares 31,950 $1.02M 0.22% -1 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,987 shares; 2024Q4: 4,159 shares; 2025Q1: 3,817 shares; 2025Q2: 3,869 shares; 2025Q3: 3,906 shares; 2025Q4: 4,016 shares 4,016 $1.02M 0.22% +110 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: 2,080 shares; 2024Q4: 2,178 shares; 2025Q1: 2,178 shares; 2025Q2: 2,177 shares; 2025Q3: 2,658 shares; 2025Q4: 3,402 shares 3,402 $1.01M 0.21% +744 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,264 shares; 2024Q4: 16,369 shares; 2025Q1: 16,234 shares; 2025Q2: 18,184 shares; 2025Q3: 20,614 shares; 2025Q4: 25,422 shares 25,422 $985K 0.21% +4,808 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,219 shares; 2025Q1: 13,066 shares; 2025Q2: 13,299 shares; 2025Q3: 11,841 shares; 2025Q4: 15,791 shares 15,791 $946K 0.2% +3,950 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: 7,329 shares; 2024Q4: 7,238 shares; 2025Q1: 7,513 shares; 2025Q2: 9,386 shares; 2025Q3: 9,449 shares; 2025Q4: 10,103 shares 10,103 $942K 0.2% +654 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,393 shares; 2025Q1: 13,276 shares; 2025Q2: 13,695 shares; 2025Q3: 12,616 shares; 2025Q4: 16,737 shares 16,737 $934K 0.2% +4,121 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: 4,297 shares; 2024Q4: 4,613 shares; 2025Q1: 4,575 shares; 2025Q2: 6,946 shares; 2025Q3: 6,122 shares; 2025Q4: 10,316 shares 10,316 $923K 0.2% +4,194 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,345 shares 8,345 $920K 0.2% new 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: 2,101 shares; 2024Q4: 10,604 shares; 2025Q1: 9,754 shares; 2025Q2: 10,754 shares; 2025Q3: 12,274 shares; 2025Q4: 27,274 shares 27,274 $890K 0.19% +15,000 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,759 shares 16,759 $884K 0.19% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,392 shares 13,392 $868K 0.18% new 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: not reported; 2025Q1: 2,875 shares; 2025Q2: 6,734 shares; 2025Q3: 7,069 shares; 2025Q4: 9,682 shares 9,682 $866K 0.18% +2,613 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,449 shares 2,449 $864K 0.18% new 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: 11,430 shares; 2024Q4: 10,755 shares; 2025Q1: 10,570 shares; 2025Q2: 11,461 shares; 2025Q3: 11,188 shares; 2025Q4: 12,823 shares 12,823 $846K 0.18% +1,635 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: 27,559 shares; 2024Q4: 24,754 shares; 2025Q1: 24,299 shares; 2025Q2: 25,154 shares; 2025Q3: 25,154 shares; 2025Q4: 19,014 shares 19,014 $846K 0.18% -6,140 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: 4,686 shares; 2024Q4: 4,721 shares; 2025Q1: 4,580 shares; 2025Q2: 5,445 shares; 2025Q3: 5,104 shares; 2025Q4: 4,680 shares 4,680 $830K 0.18% -424 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: 2,738 shares; 2024Q4: 2,755 shares; 2025Q1: 2,705 shares; 2025Q2: 2,733 shares; 2025Q3: 2,781 shares; 2025Q4: 3,509 shares 3,509 $812K 0.17% +728 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: 229 shares; 2024Q4: 259 shares; 2025Q1: 286 shares; 2025Q2: 1,152 shares; 2025Q3: 1,175 shares; 2025Q4: 936 shares 936 $807K 0.17% -239 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,334 shares; 2024Q4: 25,834 shares; 2025Q1: 25,234 shares; 2025Q2: 25,234 shares; 2025Q3: 23,209 shares; 2025Q4: 18,795 shares 18,795 $797K 0.17% -4,414 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: 9,832 shares; 2024Q4: 9,557 shares; 2025Q1: 9,557 shares; 2025Q2: 10,120 shares; 2025Q3: 9,034 shares; 2025Q4: 8,253 shares 8,253 $777K 0.17% -781 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,943 shares 6,943 $776K 0.17% new Timeline DFCF 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: not reported; 2025Q4: 17,998 shares 17,998 $766K 0.16% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,181 shares; 2025Q1: 8,181 shares; 2025Q2: 8,181 shares; 2025Q3: 9,331 shares; 2025Q4: 24,044 shares 24,044 $762K 0.16% +14,713 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,349 shares; 2025Q1: 13,829 shares; 2025Q2: 13,125 shares; 2025Q3: 12,540 shares; 2025Q4: 11,072 shares 11,072 $760K 0.16% -1,468 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,103 shares; 2025Q1: 14,459 shares; 2025Q2: 14,818 shares; 2025Q3: 13,568 shares; 2025Q4: 17,496 shares 17,496 $750K 0.16% +3,928 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,017 shares 7,017 $749K 0.16% new 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: 2,101 shares; 2024Q4: 2,029 shares; 2025Q1: 1,829 shares; 2025Q2: 2,117 shares; 2025Q3: 2,144 shares; 2025Q4: 2,412 shares 2,412 $737K 0.16% +268 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,685 shares; 2025Q1: 16,665 shares; 2025Q2: 18,665 shares; 2025Q3: 18,665 shares; 2025Q4: 19,486 shares 19,486 $737K 0.16% +821 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,598 shares; 2024Q4: 13,145 shares; 2025Q1: 11,977 shares; 2025Q2: 14,817 shares; 2025Q3: 14,081 shares; 2025Q4: 15,359 shares 15,359 $735K 0.16% +1,278 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,736 shares; 2024Q4: 15,736 shares; 2025Q1: 14,301 shares; 2025Q2: 15,801 shares; 2025Q3: 19,651 shares; 2025Q4: 18,675 shares 18,675 $733K 0.16% -976 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: 249 shares; 2024Q4: not reported; 2025Q1: 287 shares; 2025Q2: 514 shares; 2025Q3: 598 shares; 2025Q4: 678 shares 678 $729K 0.16% +80 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: 10,346 shares; 2024Q4: 16,335 shares; 2025Q1: 16,931 shares; 2025Q2: 21,765 shares; 2025Q3: 21,376 shares; 2025Q4: 21,251 shares 21,251 $728K 0.16% -125 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: 4,078 shares; 2024Q4: 4,073 shares; 2025Q1: 3,971 shares; 2025Q2: 5,200 shares; 2025Q3: 5,039 shares; 2025Q4: 5,018 shares 5,018 $720K 0.15% -21 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: 6,977 shares; 2024Q4: 6,963 shares; 2025Q1: 7,075 shares; 2025Q2: 9,795 shares; 2025Q3: 8,115 shares; 2025Q4: 9,157 shares 9,157 $705K 0.15% +1,042 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 5,781 shares; 2025Q1: 4,974 shares; 2025Q2: 7,965 shares; 2025Q3: 8,001 shares; 2025Q4: 10,027 shares 10,027 $701K 0.15% +2,026 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,381 shares; 2024Q4: 14,381 shares; 2025Q1: 14,095 shares; 2025Q2: 14,095 shares; 2025Q3: 16,879 shares; 2025Q4: 16,824 shares 16,824 $695K 0.15% -55 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: 2,977 shares; 2024Q4: 2,962 shares; 2025Q1: 2,926 shares; 2025Q2: 2,872 shares; 2025Q3: 2,659 shares; 2025Q4: 5,036 shares 5,036 $690K 0.15% +2,377 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: 3,842 shares; 2025Q1: 3,870 shares; 2025Q2: 6,288 shares; 2025Q3: 6,182 shares; 2025Q4: 7,098 shares 7,098 $683K 0.15% +916 Timeline EPS 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: not reported; 2025Q4: 9,629 shares 9,629 $682K 0.15% new 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: 14,985 shares; 2024Q4: 12,765 shares; 2025Q1: 12,192 shares; 2025Q2: 12,107 shares; 2025Q3: 10,690 shares; 2025Q4: 9,502 shares 9,502 $679K 0.14% -1,188 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: not reported; 2024Q4: 5,499 shares; 2025Q1: 5,190 shares; 2025Q2: 5,633 shares; 2025Q3: 4,932 shares; 2025Q4: 14,561 shares 14,561 $678K 0.14% +9,629 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: not reported; 2024Q4: not reported; 2025Q1: 1,635 shares; 2025Q2: 3,270 shares; 2025Q3: 3,327 shares; 2025Q4: 3,681 shares 3,681 $675K 0.14% +354 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,269 shares; 2024Q4: 14,809 shares; 2025Q1: 14,809 shares; 2025Q2: 18,217 shares; 2025Q3: 19,086 shares; 2025Q4: 27,266 shares 27,266 $655K 0.14% +8,180 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: 4,644 shares; 2024Q4: 4,985 shares; 2025Q1: 4,986 shares; 2025Q2: 4,988 shares; 2025Q3: 6,134 shares; 2025Q4: 7,491 shares 7,491 $653K 0.14% +1,357 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: 734 shares; 2024Q4: 788 shares; 2025Q1: 822 shares; 2025Q2: 1,049 shares; 2025Q3: 1,172 shares; 2025Q4: 1,821 shares 1,821 $627K 0.13% +649 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,495 shares; 2024Q4: 17,495 shares; 2025Q1: 17,495 shares; 2025Q2: 17,632 shares; 2025Q3: 17,124 shares; 2025Q4: 17,124 shares 17,124 $624K 0.13% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 4,907 shares; 2025Q1: 4,935 shares; 2025Q2: 4,954 shares; 2025Q3: 4,744 shares; 2025Q4: 5,178 shares 5,178 $622K 0.13% +434 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: 11,224 shares; 2024Q4: 10,624 shares; 2025Q1: 10,751 shares; 2025Q2: 15,691 shares; 2025Q3: 15,452 shares; 2025Q4: 15,359 shares 15,359 $618K 0.13% -93 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,727 shares; 2025Q1: 11,777 shares; 2025Q2: 11,777 shares; 2025Q3: 11,777 shares; 2025Q4: 13,940 shares 13,940 $617K 0.13% +2,163 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: 6,951 shares; 2024Q4: 6,727 shares; 2025Q1: 6,633 shares; 2025Q2: 6,982 shares; 2025Q3: 7,085 shares; 2025Q4: 5,804 shares 5,804 $611K 0.13% -1,281 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,144 shares; 2024Q4: 36,144 shares; 2025Q1: 34,290 shares; 2025Q2: 20,490 shares; 2025Q3: 18,460 shares; 2025Q4: 18,460 shares 18,460 $610K 0.13% 0 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,567 shares 12,567 $595K 0.13% new 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: 1,037 shares; 2024Q4: 1,107 shares; 2025Q1: 1,073 shares; 2025Q2: 1,582 shares; 2025Q3: 1,566 shares; 2025Q4: 1,256 shares 1,256 $594K 0.13% -310 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,081 shares 6,081 $579K 0.12% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,276 shares 2,276 $572K 0.12% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,179 shares; 2024Q4: 5,004 shares; 2025Q1: 4,581 shares; 2025Q2: 4,229 shares; 2025Q3: 4,321 shares; 2025Q4: 11,546 shares 11,546 $558K 0.12% +7,225 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,449 shares; 2025Q1: 1,418 shares; 2025Q2: 1,483 shares; 2025Q3: 1,309 shares; 2025Q4: 3,820 shares 3,820 $550K 0.12% +2,511 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: not reported; 2025Q3: not reported; 2025Q4: 14,140 shares 14,140 $545K 0.12% new 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: 1,570 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,778 shares 1,778 $540K 0.12% +185 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: not reported; 2024Q4: not reported; 2025Q1: 1,850 shares; 2025Q2: 3,566 shares; 2025Q3: 4,265 shares; 2025Q4: 4,571 shares 4,571 $536K 0.11% +306 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: 20,069 shares 20,069 $531K 0.11% new 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: 13,715 shares; 2024Q4: 14,857 shares; 2025Q1: 16,485 shares; 2025Q2: 18,228 shares; 2025Q3: 17,492 shares; 2025Q4: 12,850 shares 12,850 $523K 0.11% -4,642 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,429 shares; 2025Q1: 14,519 shares; 2025Q2: 14,519 shares; 2025Q3: 13,979 shares; 2025Q4: 10,663 shares 10,663 $521K 0.11% -3,316 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,759 shares; 2025Q1: 5,781 shares; 2025Q2: 6,200 shares; 2025Q3: 6,243 shares; 2025Q4: 6,322 shares 6,322 $514K 0.11% +79 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: 1,002 shares; 2024Q4: 976 shares; 2025Q1: 1,426 shares; 2025Q2: 1,983 shares; 2025Q3: 2,067 shares; 2025Q4: 2,129 shares 2,129 $513K 0.11% +62 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,948 shares; 2025Q3: 9,820 shares; 2025Q4: 8,373 shares 8,373 $504K 0.11% -1,447 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 20,250 shares; 2025Q3: 20,045 shares; 2025Q4: 20,045 shares 20,045 $502K 0.11% 0 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: 5,123 shares; 2024Q4: 4,999 shares; 2025Q1: 5,206 shares; 2025Q2: 6,853 shares; 2025Q3: 5,782 shares; 2025Q4: 5,975 shares 5,975 $500K 0.11% +193 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: 1,930 shares; 2024Q4: 1,877 shares; 2025Q1: 1,947 shares; 2025Q2: 2,145 shares; 2025Q3: 2,056 shares; 2025Q4: 2,016 shares 2,016 $496K 0.11% -40 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,636 shares; 2025Q1: 5,746 shares; 2025Q2: 5,746 shares; 2025Q3: 10,712 shares; 2025Q4: 10,169 shares 10,169 $484K 0.1% -543 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 477 shares; 2025Q4: 844 shares 844 $484K 0.1% +367 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,341 shares; 2024Q4: 20,198 shares; 2025Q1: 21,684 shares; 2025Q2: 21,714 shares; 2025Q3: 19,856 shares; 2025Q4: 16,498 shares 16,498 $471K 0.1% -3,358 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,796 shares; 2025Q4: 19,796 shares 19,796 $468K 0.1% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,415 shares; 2024Q4: 15,407 shares; 2025Q1: 15,407 shares; 2025Q2: 15,407 shares; 2025Q3: 17,278 shares; 2025Q4: 17,184 shares 17,184 $466K 0.1% -94 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: not reported; 2024Q4: 1,229 shares; 2025Q1: 1,313 shares; 2025Q2: 1,329 shares; 2025Q3: 1,339 shares; 2025Q4: 1,164 shares 1,164 $461K 0.1% -175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,854 shares 3,854 $460K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505 shares; 2025Q3: 518 shares; 2025Q4: 610 shares 610 $460K 0.1% +92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,084 shares; 2025Q3: 2,168 shares; 2025Q4: 2,136 shares 2,136 $457K 0.1% -32 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,137 shares; 2025Q3: 20,261 shares; 2025Q4: 20,384 shares 20,384 $455K 0.1% +123 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: 6,572 shares; 2024Q4: 5,125 shares; 2025Q1: 4,813 shares; 2025Q2: 6,482 shares; 2025Q3: 5,634 shares; 2025Q4: 6,293 shares 6,293 $449K 0.1% +659 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,337 shares; 2025Q1: 3,338 shares; 2025Q2: 3,400 shares; 2025Q3: 3,037 shares; 2025Q4: 4,373 shares 4,373 $448K 0.1% +1,336 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,723 shares; 2024Q4: 8,723 shares; 2025Q1: 10,564 shares; 2025Q2: 10,752 shares; 2025Q3: 13,956 shares; 2025Q4: 13,956 shares 13,956 $447K 0.1% 0 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,169 shares 9,169 $446K 0.1% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,785 shares; 2024Q4: 7,667 shares; 2025Q1: 6,674 shares; 2025Q2: 6,681 shares; 2025Q3: 6,245 shares; 2025Q4: 6,061 shares 6,061 $445K 0.09% -184 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,894 shares; 2024Q4: 20,894 shares; 2025Q1: 16,699 shares; 2025Q2: 15,344 shares; 2025Q3: 13,432 shares; 2025Q4: 13,432 shares 13,432 $443K 0.09% 0 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: 703 shares; 2024Q4: 703 shares; 2025Q1: 704 shares; 2025Q2: 839 shares; 2025Q3: 825 shares; 2025Q4: 947 shares 947 $441K 0.09% +122 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,866 shares; 2024Q4: 15,740 shares; 2025Q1: 15,927 shares; 2025Q2: 17,428 shares; 2025Q3: 13,345 shares; 2025Q4: 15,921 shares 15,921 $437K 0.09% +2,576 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,771 shares; 2025Q1: 2,786 shares; 2025Q2: 2,783 shares; 2025Q3: 2,769 shares; 2025Q4: 3,290 shares 3,290 $437K 0.09% +521 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,452 shares; 2025Q2: 7,003 shares; 2025Q3: 6,726 shares; 2025Q4: 6,418 shares 6,418 $430K 0.09% -308 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares 3,100 $429K 0.09% 0 Timeline IJJ 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: 4,907 shares; 2024Q4: 4,430 shares; 2025Q1: 4,344 shares; 2025Q2: 4,344 shares; 2025Q3: 3,711 shares; 2025Q4: 3,254 shares 3,254 $428K 0.09% -457 Timeline SCZ 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: 5,507 shares 5,507 $427K 0.09% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,105 shares; 2025Q2: 13,051 shares; 2025Q3: 12,467 shares; 2025Q4: 10,069 shares 10,069 $421K 0.09% -2,398 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,649 shares; 2025Q3: 10,635 shares; 2025Q4: 10,560 shares 10,560 $404K 0.09% -75 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: 888 shares; 2024Q4: 894 shares; 2025Q1: 985 shares; 2025Q2: 1,731 shares; 2025Q3: 1,499 shares; 2025Q4: 1,520 shares 1,520 $403K 0.09% +21 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,773 shares; 2025Q3: 2,702 shares; 2025Q4: 4,032 shares 4,032 $401K 0.09% +1,330 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,360 shares; 2025Q4: 2,456 shares 2,456 $400K 0.09% +96 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: 1,853 shares; 2024Q4: 1,902 shares; 2025Q1: 1,939 shares; 2025Q2: 1,906 shares; 2025Q3: 2,106 shares; 2025Q4: 2,037 shares 2,037 $397K 0.08% -69 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,354 shares; 2025Q1: 1,390 shares; 2025Q2: 1,373 shares; 2025Q3: 1,335 shares; 2025Q4: 1,702 shares 1,702 $389K 0.08% +367 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,718 shares; 2024Q4: 9,718 shares; 2025Q1: 9,425 shares; 2025Q2: 11,461 shares; 2025Q3: 12,121 shares; 2025Q4: 9,820 shares 9,820 $389K 0.08% -2,301 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: not reported; 2024Q4: not reported; 2025Q1: 6,548 shares; 2025Q2: 7,931 shares; 2025Q3: 7,931 shares; 2025Q4: 8,753 shares 8,753 $389K 0.08% +822 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,181 shares 7,181 $388K 0.08% new Timeline IWB 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: 1,000 shares; 2024Q4: 1,049 shares; 2025Q1: 1,000 shares; 2025Q2: 1,088 shares; 2025Q3: 1,079 shares; 2025Q4: 1,037 shares 1,037 $387K 0.08% -42 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,697 shares; 2025Q3: 1,699 shares; 2025Q4: 1,593 shares 1,593 $386K 0.08% -106 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,063 shares; 2024Q4: 8,063 shares; 2025Q1: 7,773 shares; 2025Q2: 9,560 shares; 2025Q3: 9,241 shares; 2025Q4: 9,241 shares 9,241 $382K 0.08% 0 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: 957 shares; 2025Q1: 957 shares; 2025Q2: 1,128 shares; 2025Q3: 1,105 shares; 2025Q4: 1,144 shares 1,144 $369K 0.08% +39 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,897 shares 6,897 $368K 0.08% new Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,036 shares 2,036 $357K 0.08% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 995 shares; 2025Q4: 1,147 shares 1,147 $353K 0.08% +152 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 6,743 shares; 2025Q1: 6,743 shares; 2025Q2: 7,262 shares; 2025Q3: 7,803 shares; 2025Q4: 6,192 shares 6,192 $353K 0.08% -1,611 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: 7,070 shares; 2024Q4: 6,453 shares; 2025Q1: 6,453 shares; 2025Q2: 6,339 shares; 2025Q3: 6,293 shares; 2025Q4: 5,910 shares 5,910 $350K 0.07% -383 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: not reported; 2025Q1: not reported; 2025Q2: 327 shares; 2025Q3: 275 shares; 2025Q4: 326 shares 326 $349K 0.07% +51 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,185 shares 9,185 $343K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,600 shares 4,600 $341K 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,074 shares; 2025Q4: 3,390 shares 3,390 $333K 0.07% +1,316 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,180 shares 14,180 $332K 0.07% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,632 shares; 2025Q2: 9,903 shares; 2025Q3: 8,989 shares; 2025Q4: 7,135 shares 7,135 $327K 0.07% -1,854 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,831 shares 3,831 $323K 0.07% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 7,967 shares; 2025Q1: 7,967 shares; 2025Q2: 7,826 shares; 2025Q3: 7,826 shares; 2025Q4: 7,245 shares 7,245 $321K 0.07% -581 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: 15,468 shares; 2025Q2: 16,662 shares; 2025Q3: 18,422 shares; 2025Q4: 12,651 shares 12,651 $318K 0.07% -5,771 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,450 shares; 2025Q4: 13,325 shares 13,325 $316K 0.07% -2,125 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,595 shares 6,595 $316K 0.07% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: not reported; 2025Q1: 3,750 shares; 2025Q2: 5,523 shares; 2025Q3: 4,975 shares; 2025Q4: 6,200 shares 6,200 $310K 0.07% +1,225 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,497 shares; 2025Q4: 6,327 shares 6,327 $304K 0.06% +1,830 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,503 shares; 2024Q4: 10,503 shares; 2025Q1: 10,503 shares; 2025Q2: 12,903 shares; 2025Q3: 12,903 shares; 2025Q4: 12,732 shares 12,732 $302K 0.06% -171 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,729 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares; 2025Q4: 1,729 shares 1,729 $302K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,603 shares; 2025Q3: 18,118 shares; 2025Q4: 18,014 shares 18,014 $297K 0.06% -104 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,854 shares; 2025Q2: 8,354 shares; 2025Q3: 8,354 shares; 2025Q4: 7,150 shares 7,150 $297K 0.06% -1,204 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,345 shares; 2025Q4: 1,726 shares 1,726 $295K 0.06% +381 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,048 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,193 shares; 2025Q4: 6,614 shares 6,614 $293K 0.06% -579 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,008 shares; 2025Q4: 3,576 shares 3,576 $287K 0.06% +568 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,339 shares; 2024Q4: 6,339 shares; 2025Q1: 8,010 shares; 2025Q2: 8,010 shares; 2025Q3: 8,010 shares; 2025Q4: 8,010 shares 8,010 $286K 0.06% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,579 shares; 2025Q3: 5,905 shares; 2025Q4: 6,353 shares 6,353 $285K 0.06% +448 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: not reported; 2024Q4: 12,505 shares; 2025Q1: 13,705 shares; 2025Q2: 13,705 shares; 2025Q3: 13,505 shares; 2025Q4: 12,305 shares 12,305 $279K 0.06% -1,200 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,982 shares 4,982 $277K 0.06% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,489 shares 1,489 $276K 0.06% new Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,311 shares 7,311 $276K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 7,739 shares; 2025Q2: 8,468 shares; 2025Q3: 9,269 shares; 2025Q4: 11,103 shares 11,103 $276K 0.06% +1,834 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,675 shares; 2025Q3: 4,185 shares; 2025Q4: 5,003 shares 5,003 $275K 0.06% +818 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: not reported; 2024Q4: 1,881 shares; 2025Q1: not reported; 2025Q2: 2,183 shares; 2025Q3: 1,913 shares; 2025Q4: 2,418 shares 2,418 $275K 0.06% +505 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,378 shares; 2025Q1: 7,381 shares; 2025Q2: 7,385 shares; 2025Q3: 7,891 shares; 2025Q4: 7,892 shares 7,892 $274K 0.06% +1 Timeline AMID 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: not reported; 2025Q3: not reported; 2025Q4: 8,001 shares 8,001 $268K 0.06% new Timeline EFG 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: 2,395 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,342 shares; 2025Q3: 2,435 shares; 2025Q4: 2,325 shares 2,325 $265K 0.06% -110 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA 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: 957 shares 957 $263K 0.06% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 308 shares; 2025Q1: 307 shares; 2025Q2: 317 shares; 2025Q3: 318 shares; 2025Q4: 1,695 shares 1,695 $260K 0.06% +1,377 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,393 shares; 2025Q4: 1,456 shares 1,456 $259K 0.06% +63 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 4,493 shares; 2025Q1: 4,323 shares; 2025Q2: 4,252 shares; 2025Q3: 3,888 shares; 2025Q4: 2,662 shares 2,662 $258K 0.05% -1,226 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,200 shares; 2025Q1: 2,251 shares; 2025Q2: 2,328 shares; 2025Q3: 2,318 shares; 2025Q4: 2,755 shares 2,755 $258K 0.05% +437 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,443 shares; 2025Q1: 2,579 shares; 2025Q2: 2,582 shares; 2025Q3: 2,556 shares; 2025Q4: 2,699 shares 2,699 $257K 0.05% +143 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,029 shares 6,029 $251K 0.05% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,674 shares 1,674 $249K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,344 shares; 2025Q3: 1,352 shares; 2025Q4: 1,436 shares 1,436 $249K 0.05% +84 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,420 shares 3,420 $248K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,446 shares; 2025Q4: 3,245 shares 3,245 $245K 0.05% -201 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: 1,401 shares; 2025Q2: 1,401 shares; 2025Q3: 1,501 shares; 2025Q4: 1,518 shares 1,518 $243K 0.05% +17 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: not reported; 2025Q2: 4,199 shares; 2025Q3: 4,073 shares; 2025Q4: 4,184 shares 4,184 $241K 0.05% +111 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,298 shares; 2025Q4: 4,298 shares 4,298 $240K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,845 shares 1,845 $238K 0.05% 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: 488 shares; 2024Q4: 539 shares; 2025Q1: 524 shares; 2025Q2: 502 shares; 2025Q3: 461 shares; 2025Q4: 483 shares 483 $234K 0.05% +22 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES 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: 846 shares 846 $230K 0.05% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,144 shares 1,144 $228K 0.05% new 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: 5,434 shares; 2024Q4: 5,434 shares; 2025Q1: 5,968 shares; 2025Q2: 5,660 shares; 2025Q3: 4,464 shares; 2025Q4: 4,466 shares 4,466 $225K 0.05% +2 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,713 shares; 2025Q4: 6,014 shares 6,014 $218K 0.05% +301 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: not reported; 2024Q4: not reported; 2025Q1: 234 shares; 2025Q2: 222 shares; 2025Q3: 233 shares; 2025Q4: 2,319 shares 2,319 $217K 0.05% +2,086 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 359 shares; 2025Q3: 365 shares; 2025Q4: 378 shares 378 $216K 0.05% +13 Timeline QMNV 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: 9,223 shares 9,223 $216K 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,382 shares; 2025Q3: 5,382 shares; 2025Q4: 5,382 shares 5,382 $215K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,542 shares; 2025Q4: 6,542 shares 6,542 $215K 0.05% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 577 shares 577 $213K 0.05% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,483 shares 1,483 $213K 0.05% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,914 shares; 2025Q3: 1,994 shares; 2025Q4: 1,661 shares 1,661 $212K 0.05% -333 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 569 shares; 2025Q4: 547 shares 547 $212K 0.05% -22 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,381 shares; 2025Q2: 5,381 shares; 2025Q3: 4,891 shares; 2025Q4: 4,891 shares 4,891 $209K 0.04% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares; 2025Q4: 1,717 shares 1,717 $209K 0.04% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,752 shares; 2025Q1: 5,752 shares; 2025Q2: 6,701 shares; 2025Q3: 6,701 shares; 2025Q4: 5,201 shares 5,201 $208K 0.04% -1,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,066 shares; 2025Q1: 8,066 shares; 2025Q2: 8,066 shares; 2025Q3: 7,246 shares; 2025Q4: 7,463 shares 7,463 $205K 0.04% +217 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,608 shares 1,608 $202K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 974 shares; 2025Q4: 1,029 shares 1,029 $201K 0.04% +55 Timeline XOCT 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: 5,636 shares; 2025Q3: not reported; 2025Q4: 5,306 shares 5,306 $200K 0.04% new Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,985 shares 9,985 $200K 0.04% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,363 shares 2,363 $200K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,885 shares; 2024Q4: not reported; 2025Q1: 10,300 shares; 2025Q2: 12,121 shares; 2025Q3: 12,328 shares; 2025Q4: 14,082 shares 14,082 $185K 0.04% +1,754 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $21.7K <0.01% 0 Timeline US GOLDMINING INC US GOLDMINING INC More: the full row for US GOLDMINING 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: 10,000 shares 10,000 $6.69K <0.01% new ODVWZ OSISKO DEVELOPMENT CORP More: the full row for OSISKO DEVELOPMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $1.8K <0.01% new Timeline