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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,984,276 shares; 2024Q4: 11,643,989 shares; 2025Q1: 11,740,187 shares; 2025Q2: 11,462,597 shares 11,462,597 $653M 9.1% -277,590 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,638,687 shares; 2024Q4: 4,635,243 shares; 2025Q1: 4,744,344 shares; 2025Q2: 4,592,176 shares 4,592,176 $438M 6.1% -152,168 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,491,869 shares; 2024Q4: 7,666,293 shares; 2025Q1: 7,945,035 shares; 2025Q2: 8,271,615 shares 8,271,615 $433M 6.03% +326,580 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,858,939 shares; 2024Q4: 5,995,677 shares; 2025Q1: 6,369,152 shares; 2025Q2: 6,643,917 shares 6,643,917 $361M 5.03% +274,765 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,478 shares; 2024Q4: 539,217 shares; 2025Q1: 563,876 shares; 2025Q2: 558,646 shares 558,646 $317M 4.42% -5,230 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,754,577 shares; 2024Q4: 5,804,617 shares; 2025Q1: 5,999,869 shares; 2025Q2: 6,137,765 shares 6,137,765 $309M 4.3% +137,896 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,219,058 shares; 2024Q4: 5,382,244 shares; 2025Q1: 5,847,674 shares; 2025Q2: 6,263,369 shares 6,263,369 $267M 3.72% +415,695 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,372,308 shares; 2024Q4: 7,491,014 shares; 2025Q1: 7,737,248 shares; 2025Q2: 8,023,854 shares 8,023,854 $242M 3.37% +286,606 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,055,445 shares; 2024Q4: 4,210,383 shares; 2025Q1: 4,314,262 shares; 2025Q2: 4,294,167 shares 4,294,167 $212M 2.96% -20,095 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417,183 shares; 2024Q4: 2,515,414 shares; 2025Q1: 2,657,632 shares; 2025Q2: 2,741,138 shares 2,741,138 $205M 2.86% +83,506 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072,424 shares; 2024Q4: 2,513,545 shares; 2025Q1: 2,782,017 shares; 2025Q2: 2,888,571 shares 2,888,571 $173M 2.41% +106,554 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,297,612 shares; 2024Q4: 4,370,301 shares; 2025Q1: 4,510,132 shares; 2025Q2: 4,658,164 shares 4,658,164 $172M 2.39% +148,032 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,351,446 shares; 2024Q4: 5,645,446 shares; 2025Q1: 5,714,409 shares; 2025Q2: 5,816,994 shares 5,816,994 $144M 2% +102,585 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,434,121 shares; 2024Q4: 2,556,174 shares; 2025Q1: 2,690,429 shares; 2025Q2: 2,779,455 shares 2,779,455 $143M 1.99% +89,026 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,164,982 shares; 2024Q4: 3,341,155 shares; 2025Q1: 3,456,199 shares; 2025Q2: 3,489,258 shares 3,489,258 $140M 1.95% +33,059 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190,348 shares; 2024Q4: 1,261,731 shares; 2025Q1: 1,350,290 shares; 2025Q2: 1,408,807 shares 1,408,807 $111M 1.54% +58,517 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585,848 shares; 2024Q4: 1,693,678 shares; 2025Q1: 1,738,666 shares; 2025Q2: 1,720,019 shares 1,720,019 $109M 1.51% -18,647 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,795,748 shares; 2024Q4: 3,895,071 shares; 2025Q1: 4,019,623 shares; 2025Q2: 4,105,985 shares 4,105,985 $104M 1.45% +86,362 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705,483 shares; 2024Q4: 742,099 shares; 2025Q1: 787,400 shares; 2025Q2: 804,299 shares 804,299 $88.2M 1.23% +16,899 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,540,475 shares; 2024Q4: 1,271,975 shares; 2025Q1: 1,263,428 shares; 2025Q2: 1,273,585 shares 1,273,585 $74.9M 1.04% +10,157 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912,116 shares; 2024Q4: 2,947,348 shares; 2025Q1: 2,721,229 shares; 2025Q2: 2,727,891 shares 2,727,891 $72.3M 1.01% +6,662 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754,847 shares; 2024Q4: 777,286 shares; 2025Q1: 791,489 shares; 2025Q2: 806,716 shares 806,716 $72.1M 1% +15,227 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,024 shares; 2024Q4: 695,288 shares; 2025Q1: 680,388 shares; 2025Q2: 632,317 shares 632,317 $69.6M 0.97% -48,071 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337,866 shares; 2024Q4: 1,353,930 shares; 2025Q1: 1,394,052 shares; 2025Q2: 1,442,830 shares 1,442,830 $66.9M 0.93% +48,778 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,180 shares; 2024Q4: 312,314 shares; 2025Q1: 309,696 shares; 2025Q2: 299,730 shares 299,730 $58.6M 0.82% -9,966 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949,195 shares; 2024Q4: 934,157 shares; 2025Q1: 930,610 shares; 2025Q2: 916,270 shares 916,270 $56.8M 0.79% -14,340 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588,895 shares; 2024Q4: 1,643,922 shares; 2025Q1: 1,671,636 shares; 2025Q2: 1,636,879 shares 1,636,879 $56.4M 0.79% -34,757 Timeline GTR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447,190 shares; 2024Q4: 2,352,238 shares; 2025Q1: 2,131,551 shares; 2025Q2: 2,183,141 shares 2,183,141 $53.4M 0.74% +51,590 Timeline JPST 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,059 shares; 2024Q4: 769,105 shares; 2025Q1: 930,368 shares; 2025Q2: 927,786 shares 927,786 $47M 0.65% -2,582 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549,541 shares; 2024Q4: 559,829 shares; 2025Q1: 639,472 shares; 2025Q2: 647,907 shares 647,907 $43.6M 0.61% +8,435 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,176 shares; 2024Q4: 198,299 shares; 2025Q1: 195,482 shares; 2025Q2: 202,051 shares 202,051 $41.5M 0.58% +6,569 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,078 shares; 2024Q4: 356,956 shares; 2025Q1: 352,692 shares; 2025Q2: 348,140 shares 348,140 $38M 0.53% -4,552 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,489 shares; 2024Q4: 113,777 shares; 2025Q1: 115,946 shares; 2025Q2: 125,185 shares 125,185 $38M 0.53% +9,239 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,785 shares; 2024Q4: 58,079 shares; 2025Q1: 60,429 shares; 2025Q2: 59,939 shares 59,939 $37.2M 0.52% -490 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689,770 shares; 2024Q4: 770,242 shares; 2025Q1: 830,887 shares; 2025Q2: 877,731 shares 877,731 $34.7M 0.48% +46,844 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,841 shares; 2024Q4: 271,738 shares; 2025Q1: 265,482 shares; 2025Q2: 251,673 shares 251,673 $34M 0.47% -13,809 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621,319 shares; 2024Q4: 619,763 shares; 2025Q1: 647,219 shares; 2025Q2: 657,216 shares 657,216 $32.5M 0.45% +9,997 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,565 shares; 2024Q4: 148,356 shares; 2025Q1: 148,233 shares; 2025Q2: 152,102 shares 152,102 $31.1M 0.43% +3,869 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,077 shares; 2024Q4: 153,330 shares; 2025Q1: 199,172 shares; 2025Q2: 204,582 shares 204,582 $30.8M 0.43% +5,410 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,093 shares; 2024Q4: 62,338 shares; 2025Q1: 59,280 shares; 2025Q2: 61,368 shares 61,368 $30.5M 0.43% +2,088 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,576 shares; 2024Q4: 53,476 shares; 2025Q1: 58,787 shares; 2025Q2: 58,643 shares 58,643 $28.5M 0.4% -144 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830,638 shares; 2024Q4: 855,501 shares; 2025Q1: 882,501 shares; 2025Q2: 906,757 shares 906,757 $28M 0.39% +24,256 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,362 shares; 2024Q4: 181,175 shares; 2025Q1: 182,532 shares; 2025Q2: 200,325 shares 200,325 $26.7M 0.37% +17,793 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,108 shares; 2024Q4: 103,499 shares; 2025Q1: 101,901 shares; 2025Q2: 103,763 shares 103,763 $25.6M 0.36% +1,862 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,524 shares; 2024Q4: 118,527 shares; 2025Q1: 127,125 shares; 2025Q2: 131,389 shares 131,389 $25.3M 0.35% +4,264 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,206 shares; 2024Q4: 334,293 shares; 2025Q1: 365,590 shares; 2025Q2: 371,206 shares 371,206 $25.2M 0.35% +5,616 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804,333 shares; 2024Q4: 814,995 shares; 2025Q1: 856,359 shares; 2025Q2: 876,546 shares 876,546 $23.1M 0.32% +20,187 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540,706 shares; 2024Q4: 522,126 shares; 2025Q1: 516,971 shares; 2025Q2: 511,500 shares 511,500 $21.9M 0.3% -5,471 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,833 shares; 2024Q4: 206,284 shares; 2025Q1: 216,408 shares; 2025Q2: 214,337 shares 214,337 $21.3M 0.3% -2,071 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,623 shares; 2024Q4: 401,552 shares; 2025Q1: 500,718 shares; 2025Q2: 513,604 shares 513,604 $20.9M 0.29% +12,886 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,949 shares; 2024Q4: 226,996 shares; 2025Q1: 219,526 shares; 2025Q2: 219,956 shares 219,956 $20.6M 0.29% +430 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,224 shares; 2024Q4: 159,661 shares; 2025Q1: 158,940 shares; 2025Q2: 150,600 shares 150,600 $20M 0.28% -8,340 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,843 shares; 2024Q4: 286,091 shares; 2025Q1: 300,681 shares; 2025Q2: 318,347 shares 318,347 $20M 0.28% +17,666 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,520 shares; 2024Q4: 194,410 shares; 2025Q1: 213,929 shares; 2025Q2: 219,340 shares 219,340 $19.5M 0.27% +5,411 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,325 shares; 2024Q4: 257,308 shares; 2025Q1: 301,644 shares; 2025Q2: 301,119 shares 301,119 $19.1M 0.27% -525 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,365 shares; 2024Q4: 469,662 shares; 2025Q1: 531,905 shares; 2025Q2: 562,974 shares 562,974 $18.9M 0.26% +31,069 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,425 shares; 2024Q4: 310,194 shares; 2025Q1: 507,548 shares; 2025Q2: 552,929 shares 552,929 $17.7M 0.25% +45,381 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,043 shares; 2024Q4: 430,983 shares; 2025Q1: 425,804 shares; 2025Q2: 436,079 shares 436,079 $17.7M 0.25% +10,275 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,320 shares; 2024Q4: 122,075 shares; 2025Q1: 108,354 shares; 2025Q2: 108,797 shares 108,797 $17.2M 0.24% +443 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,239 shares; 2024Q4: 93,788 shares; 2025Q1: 112,721 shares; 2025Q2: 122,710 shares 122,710 $16.5M 0.23% +9,989 Timeline XSVM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,759 shares; 2024Q4: 267,955 shares; 2025Q1: 278,053 shares; 2025Q2: 295,307 shares 295,307 $15.4M 0.21% +17,254 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,331 shares; 2024Q4: 275,180 shares; 2025Q1: 376,967 shares; 2025Q2: 402,564 shares 402,564 $14.9M 0.21% +25,597 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,839 shares; 2024Q4: 511,909 shares; 2025Q1: 568,534 shares; 2025Q2: 586,384 shares 586,384 $14.5M 0.2% +17,850 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,541 shares; 2024Q4: 352,795 shares; 2025Q1: 451,647 shares; 2025Q2: 514,219 shares 514,219 $14.2M 0.2% +62,572 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,675 shares; 2024Q4: 61,422 shares; 2025Q1: 59,288 shares; 2025Q2: 61,617 shares 61,617 $13.5M 0.19% +2,329 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,664 shares; 2024Q4: 131,210 shares; 2025Q1: 132,219 shares; 2025Q2: 127,107 shares 127,107 $13.1M 0.18% -5,112 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,597 shares; 2024Q4: 156,260 shares; 2025Q1: 163,553 shares; 2025Q2: 176,445 shares 176,445 $12.8M 0.18% +12,892 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,799 shares; 2024Q4: 210,966 shares; 2025Q1: 261,573 shares; 2025Q2: 278,215 shares 278,215 $12.7M 0.18% +16,642 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,335 shares; 2024Q4: 155,115 shares; 2025Q1: 159,055 shares; 2025Q2: 159,467 shares 159,467 $12.7M 0.18% +412 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504,385 shares; 2024Q4: 506,350 shares; 2025Q1: 508,840 shares; 2025Q2: 512,356 shares 512,356 $12.4M 0.17% +3,516 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,877 shares; 2024Q4: 506,268 shares; 2025Q1: 494,835 shares; 2025Q2: 475,069 shares 475,069 $12.2M 0.17% -19,766 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,220 shares; 2024Q4: 68,545 shares; 2025Q1: 65,868 shares; 2025Q2: 68,266 shares 68,266 $12.1M 0.17% +2,398 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,850 shares; 2024Q4: 93,624 shares; 2025Q1: 111,455 shares; 2025Q2: 119,120 shares 119,120 $12M 0.17% +7,665 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,218 shares; 2024Q4: 40,561 shares; 2025Q1: 40,190 shares; 2025Q2: 40,640 shares 40,640 $11.8M 0.16% +450 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,775 shares; 2024Q4: 185,420 shares; 2025Q1: 223,977 shares; 2025Q2: 232,722 shares 232,722 $10.5M 0.15% +8,745 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,807 shares; 2024Q4: 264,994 shares; 2025Q1: 303,136 shares; 2025Q2: 322,988 shares 322,988 $10.3M 0.14% +19,852 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,670 shares; 2024Q4: 63,760 shares; 2025Q1: 62,843 shares; 2025Q2: 63,766 shares 63,766 $10.2M 0.14% +923 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,348 shares; 2024Q4: 61,805 shares; 2025Q1: 70,402 shares; 2025Q2: 71,313 shares 71,313 $9.58M 0.13% +911 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,158 shares; 2024Q4: 33,375 shares; 2025Q1: 33,209 shares; 2025Q2: 33,943 shares 33,943 $9.5M 0.13% +734 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,332 shares; 2024Q4: 13,051 shares; 2025Q1: 14,475 shares; 2025Q2: 15,124 shares 15,124 $9.34M 0.13% +649 Timeline FTCS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,656 shares; 2024Q4: 171,705 shares; 2025Q1: 102,659 shares; 2025Q2: 100,509 shares 100,509 $9.14M 0.13% -2,150 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,746 shares; 2024Q4: 79,009 shares; 2025Q1: 78,390 shares; 2025Q2: 85,054 shares 85,054 $8.89M 0.12% +6,664 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,804 shares; 2024Q4: 155,270 shares; 2025Q1: 304,082 shares; 2025Q2: 393,014 shares 393,014 $8.84M 0.12% +88,932 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,524 shares; 2024Q4: 317,591 shares; 2025Q1: 310,694 shares; 2025Q2: 337,542 shares 337,542 $8.45M 0.12% +26,848 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,266 shares; 2024Q4: 264,973 shares; 2025Q1: 281,270 shares; 2025Q2: 287,898 shares 287,898 $8.31M 0.12% +6,628 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,004 shares; 2024Q4: 81,932 shares; 2025Q1: 89,810 shares; 2025Q2: 95,679 shares 95,679 $8.11M 0.11% +5,869 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,803 shares; 2024Q4: 31,241 shares; 2025Q1: 72,903 shares; 2025Q2: 79,190 shares 79,190 $7.87M 0.11% +6,287 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,340 shares; 2024Q4: 30,697 shares; 2025Q1: 32,518 shares; 2025Q2: 32,645 shares 32,645 $7.74M 0.11% +127 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,996 shares; 2024Q4: 65,009 shares; 2025Q1: 66,714 shares; 2025Q2: 70,553 shares 70,553 $7.61M 0.11% +3,839 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,001 shares; 2024Q4: 168,999 shares; 2025Q1: 142,099 shares; 2025Q2: 154,270 shares 154,270 $7.56M 0.11% +12,171 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,866 shares; 2024Q4: 98,866 shares; 2025Q1: 81,942 shares; 2025Q2: 93,663 shares 93,663 $7.55M 0.11% +11,721 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,121 shares; 2024Q4: 92,268 shares; 2025Q1: 107,511 shares; 2025Q2: 113,299 shares 113,299 $7.24M 0.1% +5,788 Timeline CUT 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,337 shares; 2024Q4: 214,794 shares; 2025Q1: 227,581 shares; 2025Q2: 234,246 shares 234,246 $7.04M 0.1% +6,665 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,974 shares; 2024Q4: 292,379 shares; 2025Q1: 288,760 shares; 2025Q2: 290,911 shares 290,911 $6.93M 0.1% +2,151 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,687 shares; 2024Q4: 52,226 shares; 2025Q1: 59,117 shares; 2025Q2: 68,898 shares 68,898 $6.52M 0.09% +9,781 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,912 shares; 2024Q4: 278,377 shares; 2025Q1: 278,653 shares; 2025Q2: 290,665 shares 290,665 $6.22M 0.09% +12,012 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,787 shares; 2024Q4: 63,325 shares; 2025Q1: 63,161 shares; 2025Q2: 63,245 shares 63,245 $6.18M 0.09% +84 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,787 shares; 2024Q4: 16,451 shares; 2025Q1: 17,329 shares; 2025Q2: 19,318 shares 19,318 $6.14M 0.09% +1,989 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,724 shares; 2024Q4: 128,955 shares; 2025Q1: 122,147 shares; 2025Q2: 208,156 shares 208,156 $6.08M 0.08% +86,009 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,080 shares; 2024Q4: 21,752 shares; 2025Q1: 24,015 shares; 2025Q2: 23,990 shares 23,990 $6.07M 0.08% -25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,873 shares; 2024Q4: 11,170 shares; 2025Q1: 10,935 shares; 2025Q2: 10,936 shares 10,936 $6.03M 0.08% +1 Timeline GNR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,532 shares; 2024Q4: 91,730 shares; 2025Q1: 88,632 shares; 2025Q2: 109,402 shares 109,402 $5.93M 0.08% +20,770 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,250 shares; 2024Q4: 31,500 shares; 2025Q1: 32,730 shares; 2025Q2: 33,225 shares 33,225 $5.89M 0.08% +495 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,077 shares; 2024Q4: 8,235 shares; 2025Q1: 7,623 shares; 2025Q2: 7,928 shares 7,928 $5.85M 0.08% +305 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,359 shares; 2024Q4: 230,269 shares; 2025Q1: 222,716 shares; 2025Q2: 218,669 shares 218,669 $5.83M 0.08% -4,047 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,029 shares; 2024Q4: 133,933 shares; 2025Q1: 131,348 shares; 2025Q2: 136,723 shares 136,723 $5.82M 0.08% +5,375 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,484 shares; 2024Q4: 191,581 shares; 2025Q1: 191,100 shares; 2025Q2: 255,566 shares 255,566 $5.65M 0.08% +64,466 Timeline FV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,906 shares; 2024Q4: 88,037 shares; 2025Q1: 94,417 shares; 2025Q2: 95,203 shares 95,203 $5.64M 0.08% +786 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,614 shares; 2024Q4: not reported; 2025Q1: 5,818 shares; 2025Q2: 138,477 shares 138,477 $5.54M 0.08% +132,659 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,714 shares; 2024Q4: 13,150 shares; 2025Q1: 13,258 shares; 2025Q2: 12,963 shares 12,963 $5.5M 0.08% -295 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,619 shares; 2024Q4: 208,543 shares; 2025Q1: 204,301 shares; 2025Q2: 206,127 shares 206,127 $5.04M 0.07% +1,826 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,620 shares; 2024Q4: 72,135 shares; 2025Q1: 73,173 shares; 2025Q2: 72,413 shares 72,413 $5M 0.07% -760 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,483 shares; 2024Q4: 46,909 shares; 2025Q1: 45,037 shares; 2025Q2: 44,450 shares 44,450 $4.98M 0.07% -587 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,819 shares; 2024Q4: 16,438 shares; 2025Q1: 16,368 shares; 2025Q2: 16,808 shares 16,808 $4.91M 0.07% +440 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,237 shares; 2024Q4: 87,594 shares; 2025Q1: 90,896 shares; 2025Q2: 90,030 shares 90,030 $4.74M 0.07% -866 Timeline CWI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,472 shares; 2024Q4: 143,080 shares; 2025Q1: 144,320 shares; 2025Q2: 143,239 shares 143,239 $4.68M 0.07% -1,081 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,590 shares; 2024Q4: 23,492 shares; 2025Q1: 23,786 shares; 2025Q2: 24,067 shares 24,067 $4.67M 0.07% +281 Timeline FPE 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,534 shares; 2024Q4: 261,361 shares; 2025Q1: 262,329 shares; 2025Q2: 262,442 shares 262,442 $4.67M 0.07% +113 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,322 shares; 2024Q4: 31,008 shares; 2025Q1: 42,129 shares; 2025Q2: 39,191 shares 39,191 $4.65M 0.06% -2,938 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,906 shares; 2024Q4: 21,285 shares; 2025Q1: 23,272 shares; 2025Q2: 26,132 shares 26,132 $4.56M 0.06% +2,860 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,051 shares; 2024Q4: 9,040 shares; 2025Q1: 10,353 shares; 2025Q2: 10,406 shares 10,406 $4.56M 0.06% +53 Timeline CGHM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 134,049 shares; 2025Q1: 156,136 shares; 2025Q2: 184,941 shares 184,941 $4.56M 0.06% +28,805 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,566 shares; 2024Q4: 41,614 shares; 2025Q1: 40,814 shares; 2025Q2: 29,227 shares 29,227 $4.48M 0.06% -11,587 Timeline RWO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,085 shares; 2024Q4: 89,580 shares; 2025Q1: 89,112 shares; 2025Q2: 101,143 shares 101,143 $4.46M 0.06% +12,031 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,018 shares; 2024Q4: 61,265 shares; 2025Q1: 67,342 shares; 2025Q2: 67,542 shares 67,542 $4.41M 0.06% +200 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,546 shares; 2024Q4: 12,048 shares; 2025Q1: 11,777 shares; 2025Q2: 11,869 shares 11,869 $4.35M 0.06% +92 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,544 shares; 2024Q4: 42,451 shares; 2025Q1: 52,840 shares; 2025Q2: 52,485 shares 52,485 $4.29M 0.06% -355 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: 5,892 shares; 2025Q1: 5,760 shares; 2025Q2: 5,424 shares 5,424 $4.23M 0.06% -336 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,418 shares; 2024Q4: 37,540 shares; 2025Q1: 38,773 shares; 2025Q2: 39,565 shares 39,565 $4.21M 0.06% +792 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,219 shares; 2024Q4: 18,606 shares; 2025Q1: 13,559 shares; 2025Q2: 21,802 shares 21,802 $4.11M 0.06% +8,243 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,570 shares; 2024Q4: 17,871 shares; 2025Q1: 13,766 shares; 2025Q2: 13,714 shares 13,714 $4.1M 0.06% -52 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,816 shares; 2024Q4: 91,922 shares; 2025Q1: 90,045 shares; 2025Q2: 89,840 shares 89,840 $4.02M 0.06% -205 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,149 shares; 2024Q4: 11,250 shares; 2025Q1: 8,521 shares; 2025Q2: 10,099 shares 10,099 $4M 0.06% +1,578 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,155 shares; 2024Q4: 19,417 shares; 2025Q1: 27,866 shares; 2025Q2: 30,878 shares 30,878 $3.97M 0.06% +3,012 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,893 shares; 2024Q4: 60,392 shares; 2025Q1: 60,868 shares; 2025Q2: 61,122 shares 61,122 $3.96M 0.06% +254 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,210 shares; 2024Q4: 20,967 shares; 2025Q1: 22,098 shares; 2025Q2: 22,773 shares 22,773 $3.95M 0.05% +675 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 6,106 shares; 2025Q1: 5,612 shares; 2025Q2: 12,929 shares 12,929 $3.94M 0.05% +7,317 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,797 shares; 2024Q4: 59,476 shares; 2025Q1: 70,578 shares; 2025Q2: 70,659 shares 70,659 $3.94M 0.05% +81 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,953 shares; 2024Q4: 34,645 shares; 2025Q1: 36,321 shares; 2025Q2: 36,135 shares 36,135 $3.9M 0.05% -186 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,247 shares; 2025Q1: 62,055 shares; 2025Q2: 102,329 shares 102,329 $3.79M 0.05% +40,274 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,182 shares; 2024Q4: 12,286 shares; 2025Q1: 12,253 shares; 2025Q2: 12,256 shares 12,256 $3.78M 0.05% +3 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,491 shares; 2024Q4: 45,941 shares; 2025Q1: 46,105 shares; 2025Q2: 45,027 shares 45,027 $3.76M 0.05% -1,078 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,765 shares; 2024Q4: 14,712 shares; 2025Q1: 14,978 shares; 2025Q2: 37,068 shares 37,068 $3.75M 0.05% +22,090 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,107 shares; 2025Q1: 20,704 shares; 2025Q2: 21,046 shares 21,046 $3.71M 0.05% +342 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,203 shares; 2024Q4: 67,729 shares; 2025Q1: 67,987 shares; 2025Q2: 70,722 shares 70,722 $3.68M 0.05% +2,735 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,256 shares; 2024Q4: 119,162 shares; 2025Q1: 130,148 shares; 2025Q2: 133,495 shares 133,495 $3.62M 0.05% +3,347 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,040 shares; 2024Q4: 23,919 shares; 2025Q1: 23,561 shares; 2025Q2: 23,481 shares 23,481 $3.59M 0.05% -80 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,506 shares; 2024Q4: 126,273 shares; 2025Q1: 137,015 shares; 2025Q2: 147,036 shares 147,036 $3.43M 0.05% +10,021 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,519 shares; 2024Q4: 41,415 shares; 2025Q1: 55,624 shares; 2025Q2: 64,155 shares 64,155 $3.39M 0.05% +8,531 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,504 shares; 2024Q4: 8,433 shares; 2025Q1: 8,687 shares; 2025Q2: 32,184 shares 32,184 $3.38M 0.05% +23,497 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,609 shares; 2024Q4: 39,413 shares; 2025Q1: 50,760 shares; 2025Q2: 61,461 shares 61,461 $3.35M 0.05% +10,701 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,566 shares; 2024Q4: 51,742 shares; 2025Q1: 54,951 shares; 2025Q2: 64,176 shares 64,176 $3.28M 0.05% +9,225 Timeline GMS INC GMS INC More: the full row for GMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares 30,000 $3.26M 0.05% 0 MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,506 shares; 2024Q4: 13,504 shares; 2025Q1: 13,502 shares; 2025Q2: 13,524 shares 13,524 $3.25M 0.05% +22 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,516 shares; 2024Q4: 131,496 shares; 2025Q1: 146,725 shares; 2025Q2: 133,169 shares 133,169 $3.2M 0.04% -13,556 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,611 shares; 2024Q4: 116,972 shares; 2025Q1: 127,839 shares; 2025Q2: 138,197 shares 138,197 $3.17M 0.04% +10,358 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,402 shares; 2024Q4: 48,968 shares; 2025Q1: 48,429 shares; 2025Q2: 49,361 shares 49,361 $3.16M 0.04% +932 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,926 shares; 2024Q4: 121,338 shares; 2025Q1: 124,556 shares; 2025Q2: 124,597 shares 124,597 $3.15M 0.04% +41 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,275 shares; 2024Q4: 32,536 shares; 2025Q1: 33,173 shares; 2025Q2: 33,251 shares 33,251 $3.1M 0.04% +78 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,516 shares; 2024Q4: 16,203 shares; 2025Q1: 16,204 shares; 2025Q2: 28,156 shares 28,156 $3.09M 0.04% +11,952 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,705 shares; 2024Q4: 40,853 shares; 2025Q1: 42,528 shares; 2025Q2: 44,146 shares 44,146 $3.07M 0.04% +1,618 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,610 shares; 2024Q4: 211,395 shares; 2025Q1: 109,539 shares; 2025Q2: 108,431 shares 108,431 $3.04M 0.04% -1,108 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,627 shares; 2024Q4: 23,319 shares; 2025Q1: 30,308 shares; 2025Q2: 52,721 shares 52,721 $3M 0.04% +22,413 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,163 shares; 2024Q4: 14,760 shares; 2025Q1: 16,174 shares; 2025Q2: 16,387 shares 16,387 $2.98M 0.04% +213 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,025 shares; 2024Q4: 106,088 shares; 2025Q1: 99,978 shares; 2025Q2: 134,250 shares 134,250 $2.97M 0.04% +34,272 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,167 shares; 2024Q4: 39,460 shares; 2025Q1: 37,163 shares; 2025Q2: 37,030 shares 37,030 $2.97M 0.04% -133 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,952 shares; 2024Q4: 35,584 shares; 2025Q1: 37,870 shares; 2025Q2: 38,274 shares 38,274 $2.96M 0.04% +404 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,072 shares; 2024Q4: 14,072 shares; 2025Q1: 12,320 shares; 2025Q2: 13,023 shares 13,023 $2.93M 0.04% +703 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,541 shares; 2024Q4: 24,223 shares; 2025Q1: 24,748 shares; 2025Q2: 24,499 shares 24,499 $2.92M 0.04% -249 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,090 shares; 2024Q4: 40,225 shares; 2025Q1: 41,212 shares; 2025Q2: 41,920 shares 41,920 $2.91M 0.04% +708 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,017 shares; 2024Q4: 7,874 shares; 2025Q1: 7,851 shares; 2025Q2: 7,852 shares 7,852 $2.88M 0.04% +1 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,728 shares; 2024Q4: 76,897 shares; 2025Q1: 94,232 shares; 2025Q2: 112,534 shares 112,534 $2.86M 0.04% +18,302 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,274 shares; 2024Q4: 32,715 shares; 2025Q1: 35,012 shares; 2025Q2: 37,155 shares 37,155 $2.74M 0.04% +2,143 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,326 shares; 2024Q4: 41,254 shares; 2025Q1: 39,012 shares; 2025Q2: 38,627 shares 38,627 $2.73M 0.04% -385 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,384 shares; 2024Q4: 63,001 shares; 2025Q1: 96,785 shares; 2025Q2: 101,835 shares 101,835 $2.73M 0.04% +5,050 OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,662 shares; 2024Q4: 65,302 shares; 2025Q1: 76,847 shares; 2025Q2: 70,846 shares 70,846 $2.71M 0.04% -6,001 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 2,099 shares; 2025Q1: 1,965 shares; 2025Q2: 1,998 shares 1,998 $2.68M 0.04% +33 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 3,329 shares; 2025Q1: 3,331 shares; 2025Q2: 3,328 shares 3,328 $2.62M 0.04% -3 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,612 shares; 2025Q1: 38,052 shares; 2025Q2: 51,533 shares 51,533 $2.62M 0.04% +13,481 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,650 shares; 2024Q4: 141,083 shares; 2025Q1: 117,077 shares; 2025Q2: 112,195 shares 112,195 $2.61M 0.04% -4,882 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,567 shares; 2025Q1: 2,558 shares; 2025Q2: 2,618 shares 2,618 $2.59M 0.04% +60 Timeline VUSB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,851 shares; 2024Q4: 49,149 shares; 2025Q1: 50,113 shares; 2025Q2: 51,449 shares 51,449 $2.57M 0.04% +1,336 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,553 shares; 2024Q4: 11,299 shares; 2025Q1: 11,510 shares; 2025Q2: 11,535 shares 11,535 $2.56M 0.04% +25 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,661 shares; 2024Q4: 26,585 shares; 2025Q1: 26,247 shares; 2025Q2: 26,914 shares 26,914 $2.56M 0.04% +667 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,221 shares; 2024Q4: 7,251 shares; 2025Q1: 6,612 shares; 2025Q2: 7,081 shares 7,081 $2.51M 0.04% +469 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,199 shares; 2024Q4: 47,013 shares; 2025Q1: 51,471 shares; 2025Q2: 51,959 shares 51,959 $2.51M 0.03% +488 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,237 shares; 2024Q4: 36,507 shares; 2025Q1: 36,287 shares; 2025Q2: 36,103 shares 36,103 $2.51M 0.03% -184 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,759 shares; 2024Q4: 10,955 shares; 2025Q1: 10,901 shares; 2025Q2: 10,845 shares 10,845 $2.5M 0.03% -56 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 9,240 shares; 2025Q1: 9,636 shares; 2025Q2: 10,011 shares 10,011 $2.49M 0.03% +375 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,419 shares; 2024Q4: 31,636 shares; 2025Q1: 32,465 shares; 2025Q2: 32,112 shares 32,112 $2.48M 0.03% -353 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,542 shares; 2024Q4: 26,790 shares; 2025Q1: 26,305 shares; 2025Q2: 26,878 shares 26,878 $2.47M 0.03% +573 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,580 shares; 2024Q4: 47,877 shares; 2025Q1: 57,206 shares; 2025Q2: 63,390 shares 63,390 $2.45M 0.03% +6,184 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,753 shares; 2024Q4: 16,032 shares; 2025Q1: 17,093 shares; 2025Q2: 17,911 shares 17,911 $2.44M 0.03% +818 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,498 shares; 2024Q4: 8,928 shares; 2025Q1: 8,762 shares; 2025Q2: 8,716 shares 8,716 $2.43M 0.03% -46 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,329 shares; 2024Q4: 9,454 shares; 2025Q1: 9,016 shares; 2025Q2: 9,372 shares 9,372 $2.41M 0.03% +356 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,015 shares 48,015 $2.39M 0.03% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,054 shares; 2024Q4: 38,900 shares; 2025Q1: 37,658 shares; 2025Q2: 38,474 shares 38,474 $2.35M 0.03% +816 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,876 shares; 2024Q4: 17,818 shares; 2025Q1: 18,526 shares; 2025Q2: 17,685 shares 17,685 $2.34M 0.03% -841 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,697 shares; 2024Q4: 100,491 shares; 2025Q1: 96,731 shares; 2025Q2: 100,781 shares 100,781 $2.32M 0.03% +4,050 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,657 shares; 2024Q4: 54,498 shares; 2025Q1: 54,498 shares; 2025Q2: 54,498 shares 54,498 $2.3M 0.03% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,933 shares; 2024Q4: 46,754 shares; 2025Q1: 47,352 shares; 2025Q2: 46,901 shares 46,901 $2.28M 0.03% -451 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,193 shares; 2024Q4: 9,240 shares; 2025Q1: 9,239 shares; 2025Q2: 9,204 shares 9,204 $2.28M 0.03% -35 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,022 shares; 2024Q4: 66,153 shares; 2025Q1: 81,606 shares; 2025Q2: 97,179 shares 97,179 $2.27M 0.03% +15,573 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,984 shares; 2024Q4: 16,409 shares; 2025Q1: 15,096 shares; 2025Q2: 15,759 shares 15,759 $2.26M 0.03% +663 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 4,201 shares; 2025Q1: 4,383 shares; 2025Q2: 4,404 shares 4,404 $2.25M 0.03% +21 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: 8,498 shares; 2025Q1: 10,441 shares; 2025Q2: 9,482 shares 9,482 $2.17M 0.03% -959 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,072 shares; 2024Q4: 23,072 shares; 2025Q1: 47,526 shares; 2025Q2: 64,442 shares 64,442 $2.15M 0.03% +16,916 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,264 shares; 2024Q4: 70,779 shares; 2025Q1: 84,271 shares; 2025Q2: 94,912 shares 94,912 $2.13M 0.03% +10,641 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,760 shares; 2024Q4: 5,840 shares; 2025Q1: 5,819 shares; 2025Q2: 5,967 shares 5,967 $2.13M 0.03% +148 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,939 shares; 2024Q4: 7,430 shares; 2025Q1: 7,245 shares; 2025Q2: 6,816 shares 6,816 $2.13M 0.03% -429 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,934 shares; 2024Q4: 68,514 shares; 2025Q1: 68,319 shares; 2025Q2: 70,122 shares 70,122 $2.11M 0.03% +1,803 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,571 shares; 2024Q4: 27,331 shares; 2025Q1: 26,975 shares; 2025Q2: 26,670 shares 26,670 $2.11M 0.03% -305 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 3,775 shares; 2025Q1: 3,630 shares; 2025Q2: 3,753 shares 3,753 $2.11M 0.03% +123 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,483 shares; 2024Q4: 8,527 shares; 2025Q1: 9,763 shares; 2025Q2: 11,193 shares 11,193 $2.08M 0.03% +1,430 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 7,229 shares; 2025Q1: 7,154 shares; 2025Q2: 7,033 shares 7,033 $2.05M 0.03% -121 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,918 shares; 2024Q4: 7,136 shares; 2025Q1: 7,154 shares; 2025Q2: 7,414 shares 7,414 $2.04M 0.03% +260 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,920 shares; 2025Q1: 48,798 shares; 2025Q2: 37,711 shares 37,711 $2.04M 0.03% -11,087 Timeline FCOR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,120 shares; 2024Q4: 42,380 shares; 2025Q1: 41,069 shares; 2025Q2: 42,901 shares 42,901 $2.03M 0.03% +1,832 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,542 shares; 2024Q4: 70,807 shares; 2025Q1: 77,220 shares; 2025Q2: 88,970 shares 88,970 $1.99M 0.03% +11,750 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,690 shares; 2024Q4: 35,515 shares; 2025Q1: 39,108 shares; 2025Q2: 39,428 shares 39,428 $1.98M 0.03% +320 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,457 shares; 2025Q1: 2,457 shares; 2025Q2: 1,920 shares 1,920 $1.97M 0.03% -537 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 4,130 shares; 2025Q1: 4,204 shares; 2025Q2: 4,182 shares 4,182 $1.96M 0.03% -22 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,221 shares; 2025Q1: 1,275 shares; 2025Q2: 1,285 shares 1,285 $1.95M 0.03% +10 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: 112,077 shares; 2025Q1: 112,077 shares; 2025Q2: 112,077 shares 112,077 $1.95M 0.03% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,096 shares; 2024Q4: 33,938 shares; 2025Q1: 37,627 shares; 2025Q2: 38,441 shares 38,441 $1.95M 0.03% +814 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,966 shares; 2025Q1: 8,565 shares; 2025Q2: 14,066 shares 14,066 $1.94M 0.03% +5,501 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,413 shares; 2024Q4: 18,995 shares; 2025Q1: 23,649 shares; 2025Q2: 29,509 shares 29,509 $1.93M 0.03% +5,860 Timeline VNQI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,437 shares; 2024Q4: 157,734 shares; 2025Q1: 166,425 shares; 2025Q2: 41,589 shares 41,589 $1.92M 0.03% -124,836 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,855 shares; 2024Q4: 9,930 shares; 2025Q1: 10,728 shares; 2025Q2: 8,738 shares 8,738 $1.89M 0.03% -1,990 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,715 shares; 2024Q4: 48,715 shares; 2025Q1: 46,320 shares; 2025Q2: 46,320 shares 46,320 $1.87M 0.03% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,722 shares; 2024Q4: 13,789 shares; 2025Q1: 13,737 shares; 2025Q2: 13,616 shares 13,616 $1.85M 0.03% -121 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,817 shares; 2024Q4: 31,950 shares; 2025Q1: 40,003 shares; 2025Q2: 40,221 shares 40,221 $1.85M 0.03% +218 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,406 shares; 2024Q4: 21,416 shares; 2025Q1: 21,438 shares; 2025Q2: 17,456 shares 17,456 $1.84M 0.03% -3,982 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,853 shares; 2025Q1: 66,102 shares; 2025Q2: 83,535 shares 83,535 $1.84M 0.03% +17,433 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,651 shares; 2024Q4: 5,013 shares; 2025Q1: 5,022 shares; 2025Q2: 6,174 shares 6,174 $1.82M 0.03% +1,152 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,887 shares; 2025Q1: 3,889 shares; 2025Q2: 3,930 shares 3,930 $1.82M 0.03% +41 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,704 shares; 2024Q4: 3,890 shares; 2025Q1: 2,827 shares; 2025Q2: 2,741 shares 2,741 $1.82M 0.03% -86 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,241 shares; 2024Q4: 5,584 shares; 2025Q1: 6,173 shares; 2025Q2: 8,199 shares 8,199 $1.79M 0.02% +2,026 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,567 shares; 2025Q2: 62,417 shares 62,417 $1.79M 0.02% +44,850 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,291 shares 5,291 $1.78M 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,562 shares; 2024Q4: 7,554 shares; 2025Q1: 7,472 shares; 2025Q2: 7,460 shares 7,460 $1.78M 0.02% -12 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,047 shares; 2024Q4: 25,804 shares; 2025Q1: 25,083 shares; 2025Q2: 24,868 shares 24,868 $1.77M 0.02% -215 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,274 shares; 2024Q4: 14,499 shares; 2025Q1: 15,146 shares; 2025Q2: 15,099 shares 15,099 $1.74M 0.02% -47 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,377 shares; 2025Q1: 28,041 shares; 2025Q2: 68,351 shares 68,351 $1.74M 0.02% +40,310 Timeline CGSD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,960 shares; 2025Q1: 57,762 shares; 2025Q2: 66,413 shares 66,413 $1.72M 0.02% +8,651 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 5,733 shares; 2025Q1: 5,690 shares; 2025Q2: 5,785 shares 5,785 $1.68M 0.02% +95 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,435 shares; 2024Q4: 12,007 shares; 2025Q1: 12,912 shares; 2025Q2: 13,473 shares 13,473 $1.67M 0.02% +561 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,650 shares; 2025Q1: 35,068 shares; 2025Q2: 35,646 shares 35,646 $1.65M 0.02% +578 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,960 shares; 2024Q4: 8,162 shares; 2025Q1: 8,042 shares; 2025Q2: 7,604 shares 7,604 $1.65M 0.02% -438 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,063 shares; 2024Q4: 62,070 shares; 2025Q1: 59,528 shares; 2025Q2: 64,563 shares 64,563 $1.64M 0.02% +5,035 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,969 shares; 2024Q4: 12,206 shares; 2025Q1: 11,995 shares; 2025Q2: 12,086 shares 12,086 $1.64M 0.02% +91 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,025 shares; 2024Q4: 61,241 shares; 2025Q1: 58,248 shares; 2025Q2: 63,358 shares 63,358 $1.62M 0.02% +5,110 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,626 shares; 2025Q1: 2,926 shares; 2025Q2: 3,656 shares 3,656 $1.61M 0.02% +730 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 4,682 shares; 2025Q1: 4,880 shares; 2025Q2: 3,796 shares 3,796 $1.6M 0.02% -1,084 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,481 shares; 2024Q4: 28,495 shares; 2025Q1: 29,845 shares; 2025Q2: 28,942 shares 28,942 $1.59M 0.02% -903 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,002 shares; 2024Q4: 11,050 shares; 2025Q1: 10,842 shares; 2025Q2: 10,880 shares 10,880 $1.59M 0.02% +38 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,347 shares; 2024Q4: 41,147 shares; 2025Q1: 42,517 shares; 2025Q2: 42,707 shares 42,707 $1.59M 0.02% +190 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,890 shares; 2025Q2: 4,902 shares 4,902 $1.59M 0.02% +12 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,138 shares; 2024Q4: 82,100 shares; 2025Q1: 75,645 shares; 2025Q2: 64,974 shares 64,974 $1.58M 0.02% -10,671 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,507 shares; 2024Q4: 25,942 shares; 2025Q1: 24,569 shares; 2025Q2: 24,748 shares 24,748 $1.58M 0.02% +179 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 2,552 shares; 2025Q1: 2,466 shares; 2025Q2: 2,690 shares 2,690 $1.52M 0.02% +224 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,952 shares; 2024Q4: 5,978 shares; 2025Q1: 5,963 shares; 2025Q2: 5,923 shares 5,923 $1.52M 0.02% -40 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,506 shares; 2024Q4: 53,998 shares; 2025Q1: 53,513 shares; 2025Q2: 59,642 shares 59,642 $1.52M 0.02% +6,129 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,959 shares; 2024Q4: 25,261 shares; 2025Q1: 27,939 shares; 2025Q2: 28,884 shares 28,884 $1.51M 0.02% +945 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,353 shares; 2024Q4: 12,228 shares; 2025Q1: 13,959 shares; 2025Q2: 29,444 shares 29,444 $1.5M 0.02% +15,485 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,046 shares; 2024Q4: 29,246 shares; 2025Q1: 29,246 shares; 2025Q2: 29,246 shares 29,246 $1.5M 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,553 shares; 2024Q4: 12,543 shares; 2025Q1: 12,238 shares; 2025Q2: 12,145 shares 12,145 $1.5M 0.02% -93 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,464 shares; 2025Q1: 1,410 shares; 2025Q2: 1,428 shares 1,428 $1.5M 0.02% +18 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,823 shares; 2024Q4: 23,997 shares; 2025Q1: 25,185 shares; 2025Q2: 26,227 shares 26,227 $1.48M 0.02% +1,042 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,490 shares; 2024Q4: 8,626 shares; 2025Q1: 9,023 shares; 2025Q2: 7,611 shares 7,611 $1.48M 0.02% -1,412 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,426 shares; 2024Q4: 10,149 shares; 2025Q1: 10,235 shares; 2025Q2: 10,074 shares 10,074 $1.47M 0.02% -161 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,645 shares; 2024Q4: 37,645 shares; 2025Q1: 36,210 shares; 2025Q2: 38,296 shares 38,296 $1.45M 0.02% +2,086 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,291 shares; 2024Q4: 45,370 shares; 2025Q1: 35,889 shares; 2025Q2: 38,420 shares 38,420 $1.43M 0.02% +2,531 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,473 shares; 2024Q4: 21,588 shares; 2025Q1: 21,875 shares; 2025Q2: 20,287 shares 20,287 $1.39M 0.02% -1,588 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,269 shares; 2025Q1: 15,991 shares; 2025Q2: 15,967 shares 15,967 $1.38M 0.02% -24 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,318 shares; 2024Q4: 29,135 shares; 2025Q1: 32,323 shares; 2025Q2: 26,975 shares 26,975 $1.37M 0.02% -5,348 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 9,151 shares; 2025Q1: 8,585 shares; 2025Q2: 7,369 shares 7,369 $1.35M 0.02% -1,216 Timeline CGMU 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,526 shares; 2025Q1: 45,844 shares; 2025Q2: 50,217 shares 50,217 $1.34M 0.02% +4,373 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,745 shares; 2024Q4: 11,407 shares; 2025Q1: 12,662 shares; 2025Q2: 14,584 shares 14,584 $1.34M 0.02% +1,922 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,327 shares; 2025Q1: 3,413 shares; 2025Q2: 3,443 shares 3,443 $1.34M 0.02% +30 Timeline ROOT ROOT INC More: the full row for ROOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,879 shares; 2025Q2: 10,365 shares 10,365 $1.33M 0.02% +3,486 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,642 shares; 2025Q1: 2,631 shares; 2025Q2: 2,587 shares 2,587 $1.32M 0.02% -44 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,862 shares; 2024Q4: 19,441 shares; 2025Q1: 25,582 shares; 2025Q2: 25,629 shares 25,629 $1.31M 0.02% +47 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,803 shares; 2024Q4: 6,904 shares; 2025Q1: 7,213 shares; 2025Q2: 9,709 shares 9,709 $1.3M 0.02% +2,496 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,424 shares; 2025Q1: 2,265 shares; 2025Q2: 2,447 shares 2,447 $1.29M 0.02% +182 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,378 shares; 2024Q4: 64,839 shares; 2025Q1: 59,739 shares; 2025Q2: 60,777 shares 60,777 $1.29M 0.02% +1,038 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,634 shares; 2025Q1: 37,066 shares; 2025Q2: 40,195 shares 40,195 $1.28M 0.02% +3,129 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 8,911 shares; 2025Q1: 13,330 shares; 2025Q2: 13,905 shares 13,905 $1.28M 0.02% +575 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,693 shares; 2024Q4: 7,030 shares; 2025Q1: 8,764 shares; 2025Q2: 9,360 shares 9,360 $1.28M 0.02% +596 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,451 shares; 2024Q4: 23,175 shares; 2025Q1: 22,692 shares; 2025Q2: 22,437 shares 22,437 $1.27M 0.02% -255 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,685 shares; 2024Q4: 8,570 shares; 2025Q1: 8,570 shares; 2025Q2: 8,460 shares 8,460 $1.26M 0.02% -110 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 9,993 shares; 2025Q1: 9,454 shares; 2025Q2: 10,578 shares 10,578 $1.25M 0.02% +1,124 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 5,412 shares; 2025Q1: 4,826 shares; 2025Q2: 5,510 shares 5,510 $1.25M 0.02% +684 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,661 shares; 2024Q4: 9,596 shares; 2025Q1: 9,142 shares; 2025Q2: 8,774 shares 8,774 $1.25M 0.02% -368 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,720 shares; 2024Q4: 45,713 shares; 2025Q1: 45,587 shares; 2025Q2: 42,330 shares 42,330 $1.24M 0.02% -3,257 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,591 shares; 2024Q4: 18,256 shares; 2025Q1: 18,631 shares; 2025Q2: 19,399 shares 19,399 $1.24M 0.02% +768 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 3,204 shares; 2025Q1: 3,628 shares; 2025Q2: 3,634 shares 3,634 $1.23M 0.02% +6 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 4,909 shares; 2025Q1: 4,892 shares; 2025Q2: 4,911 shares 4,911 $1.23M 0.02% +19 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,656 shares; 2024Q4: 6,779 shares; 2025Q1: 6,406 shares; 2025Q2: 6,404 shares 6,404 $1.23M 0.02% -2 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,988 shares; 2024Q4: 29,797 shares; 2025Q1: 30,454 shares; 2025Q2: 32,229 shares 32,229 $1.22M 0.02% +1,775 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,176 shares; 2024Q4: 5,282 shares; 2025Q1: 5,285 shares; 2025Q2: 5,337 shares 5,337 $1.22M 0.02% +52 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,616 shares; 2024Q4: 15,740 shares; 2025Q1: 14,926 shares; 2025Q2: 15,281 shares 15,281 $1.22M 0.02% +355 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,714 shares; 2024Q4: 13,416 shares; 2025Q1: 16,925 shares; 2025Q2: 29,565 shares 29,565 $1.2M 0.02% +12,640 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,867 shares; 2024Q4: 10,719 shares; 2025Q1: 10,733 shares; 2025Q2: 10,329 shares 10,329 $1.19M 0.02% -404 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,204 shares; 2024Q4: 8,538 shares; 2025Q1: 8,900 shares; 2025Q2: 8,931 shares 8,931 $1.19M 0.02% +31 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,041 shares; 2024Q4: 32,304 shares; 2025Q1: 32,543 shares; 2025Q2: 24,939 shares 24,939 $1.17M 0.02% -7,604 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,637 shares; 2024Q4: 12,679 shares; 2025Q1: 12,821 shares; 2025Q2: 12,844 shares 12,844 $1.17M 0.02% +23 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 4,641 shares; 2025Q1: 4,530 shares; 2025Q2: 4,996 shares 4,996 $1.16M 0.02% +466 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,121 shares; 2024Q4: 16,921 shares; 2025Q1: 16,796 shares; 2025Q2: 15,836 shares 15,836 $1.16M 0.02% -960 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,632 shares; 2024Q4: 8,632 shares; 2025Q1: 8,537 shares; 2025Q2: 9,852 shares 9,852 $1.14M 0.02% +1,315 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,340 shares; 2024Q4: 12,526 shares; 2025Q1: 14,490 shares; 2025Q2: 16,283 shares 16,283 $1.13M 0.02% +1,793 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,452 shares; 2024Q4: 45,033 shares; 2025Q1: 45,033 shares; 2025Q2: 45,033 shares 45,033 $1.12M 0.02% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 7,271 shares; 2025Q1: 9,835 shares; 2025Q2: 11,124 shares 11,124 $1.11M 0.02% +1,289 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,380 shares; 2024Q4: 26,380 shares; 2025Q1: 26,329 shares; 2025Q2: 26,329 shares 26,329 $1.09M 0.02% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,359 shares; 2024Q4: 8,806 shares; 2025Q1: 8,794 shares; 2025Q2: 8,813 shares 8,813 $1.07M 0.01% +19 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 1,993 shares; 2025Q1: 1,993 shares; 2025Q2: 1,988 shares 1,988 $1.07M 0.01% -5 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,507 shares; 2025Q1: 8,278 shares; 2025Q2: 8,263 shares 8,263 $1.06M 0.01% -15 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,138 shares; 2024Q4: 22,843 shares; 2025Q1: 18,790 shares; 2025Q2: 17,669 shares 17,669 $1.06M 0.01% -1,121 Timeline IRTR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,621 shares 35,621 $1.06M 0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,666 shares; 2024Q4: 32,622 shares; 2025Q1: 32,206 shares; 2025Q2: 32,019 shares 32,019 $1.04M 0.01% -187 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,030 shares; 2024Q4: 38,591 shares; 2025Q1: 40,990 shares; 2025Q2: 47,497 shares 47,497 $1.04M 0.01% +6,507 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,222 shares; 2025Q2: 8,222 shares 8,222 $1.04M 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,034 shares; 2024Q4: 3,936 shares; 2025Q1: 3,760 shares; 2025Q2: 3,804 shares 3,804 $1.04M 0.01% +44 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,271 shares; 2024Q4: 25,449 shares; 2025Q1: 23,870 shares; 2025Q2: 23,931 shares 23,931 $1.04M 0.01% +61 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,287 shares; 2024Q4: 10,290 shares; 2025Q1: 9,454 shares; 2025Q2: 8,821 shares 8,821 $1.03M 0.01% -633 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,549 shares; 2025Q1: 44,085 shares; 2025Q2: 51,049 shares 51,049 $1.01M 0.01% +6,964 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,213 shares; 2024Q4: 7,251 shares; 2025Q1: 7,890 shares; 2025Q2: 10,048 shares 10,048 $1.01M 0.01% +2,158 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,120 shares; 2024Q4: 22,120 shares; 2025Q1: 22,751 shares; 2025Q2: 22,751 shares 22,751 $1M 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 3,678 shares; 2025Q1: 5,684 shares; 2025Q2: 6,715 shares 6,715 $991K 0.01% +1,031 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,447 shares; 2024Q4: 8,230 shares; 2025Q1: 8,228 shares; 2025Q2: 7,775 shares 7,775 $990K 0.01% -453 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 4,470 shares; 2025Q1: 4,655 shares; 2025Q2: 5,434 shares 5,434 $990K 0.01% +779 Timeline JEPQ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,425 shares; 2024Q4: 25,285 shares; 2025Q1: 18,750 shares; 2025Q2: 18,187 shares 18,187 $989K 0.01% -563 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 4,143 shares; 2025Q1: 6,853 shares; 2025Q2: 8,056 shares 8,056 $975K 0.01% +1,203 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,750 shares; 2025Q1: 2,900 shares; 2025Q2: 3,650 shares 3,650 $974K 0.01% +750 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,730 shares; 2024Q4: 9,215 shares; 2025Q1: 9,426 shares; 2025Q2: 9,308 shares 9,308 $970K 0.01% -118 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,180 shares; 2024Q4: 6,972 shares; 2025Q1: 6,973 shares; 2025Q2: 6,975 shares 6,975 $967K 0.01% +2 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,334 shares; 2024Q4: 10,404 shares; 2025Q1: 10,356 shares; 2025Q2: 10,588 shares 10,588 $962K 0.01% +232 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,906 shares; 2024Q4: 11,152 shares; 2025Q1: 11,089 shares; 2025Q2: 10,429 shares 10,429 $956K 0.01% -660 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,761 shares; 2024Q4: 41,716 shares; 2025Q1: 40,217 shares; 2025Q2: 39,227 shares 39,227 $951K 0.01% -990 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,755 shares; 2024Q4: 11,299 shares; 2025Q1: 25,303 shares; 2025Q2: 24,777 shares 24,777 $942K 0.01% -526 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,347 shares; 2025Q1: 2,303 shares; 2025Q2: 2,351 shares 2,351 $930K 0.01% +48 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 4,446 shares; 2025Q1: 4,854 shares; 2025Q2: 14,153 shares 14,153 $927K 0.01% +9,299 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,510 shares; 2025Q2: 31,510 shares 31,510 $923K 0.01% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,950 shares; 2024Q4: 10,498 shares; 2025Q1: 10,166 shares; 2025Q2: 9,480 shares 9,480 $914K 0.01% -686 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,789 shares; 2024Q4: 25,273 shares; 2025Q1: 22,823 shares; 2025Q2: 22,823 shares 22,823 $913K 0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,432 shares; 2024Q4: 19,833 shares; 2025Q1: 19,500 shares; 2025Q2: 19,070 shares 19,070 $902K 0.01% -430 Timeline IVVB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,435 shares; 2025Q2: 29,050 shares 29,050 $901K 0.01% +4,615 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,138 shares 28,138 $900K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,799 shares; 2024Q4: 20,230 shares; 2025Q1: 15,901 shares; 2025Q2: 14,915 shares 14,915 $893K 0.01% -986 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 5,184 shares; 2025Q1: 5,254 shares; 2025Q2: 5,811 shares 5,811 $885K 0.01% +557 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,580 shares; 2024Q4: 16,864 shares; 2025Q1: 17,797 shares; 2025Q2: 17,582 shares 17,582 $883K 0.01% -215 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,941 shares; 2025Q1: 1,944 shares; 2025Q2: 1,970 shares 1,970 $881K 0.01% +26 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,701 shares; 2024Q4: 26,880 shares; 2025Q1: 31,819 shares; 2025Q2: 27,211 shares 27,211 $881K 0.01% -4,608 Timeline AZEK CO INC AZEK CO INC More: the full row for AZEK CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,270 shares; 2025Q2: 16,147 shares 16,147 $878K 0.01% -123 PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,566 shares; 2024Q4: 12,214 shares; 2025Q1: 11,777 shares; 2025Q2: 11,602 shares 11,602 $862K 0.01% -175 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,451 shares; 2025Q1: 2,442 shares; 2025Q2: 2,432 shares 2,432 $853K 0.01% -10 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,653 shares; 2024Q4: 48,658 shares; 2025Q1: 48,432 shares; 2025Q2: 50,116 shares 50,116 $840K 0.01% +1,684 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,823 shares; 2025Q2: 34,153 shares 34,153 $838K 0.01% +4,330 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 2,978 shares; 2025Q1: 2,970 shares; 2025Q2: 2,965 shares 2,965 $836K 0.01% -5 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,494 shares; 2024Q4: 9,487 shares; 2025Q1: 9,660 shares; 2025Q2: 10,000 shares 10,000 $834K 0.01% +340 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,405 shares; 2024Q4: 20,375 shares; 2025Q1: 20,375 shares; 2025Q2: 20,375 shares 20,375 $833K 0.01% 0 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,910 shares; 2024Q4: 37,906 shares; 2025Q1: 37,315 shares; 2025Q2: 40,268 shares 40,268 $828K 0.01% +2,953 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,671 shares; 2025Q2: 28,237 shares 28,237 $824K 0.01% +13,566 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,689 shares; 2024Q4: 8,546 shares; 2025Q1: 8,312 shares; 2025Q2: 8,320 shares 8,320 $817K 0.01% +8 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,874 shares; 2025Q2: 18,388 shares 18,388 $795K 0.01% +12,514 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: 4,420 shares; 2025Q1: 4,051 shares; 2025Q2: 4,045 shares 4,045 $788K 0.01% -6 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,087 shares; 2024Q4: 20,068 shares; 2025Q1: 19,696 shares; 2025Q2: 27,141 shares 27,141 $785K 0.01% +7,445 Timeline JGRO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,116 shares 9,116 $785K 0.01% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,631 shares; 2025Q1: 3,629 shares; 2025Q2: 3,517 shares 3,517 $770K 0.01% -112 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,144 shares 19,144 $770K 0.01% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,842 shares; 2024Q4: 27,011 shares; 2025Q1: 26,758 shares; 2025Q2: 22,197 shares 22,197 $766K 0.01% -4,561 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,901 shares; 2024Q4: 6,214 shares; 2025Q1: 3,134 shares; 2025Q2: 3,624 shares 3,624 $763K 0.01% +490 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,178 shares; 2024Q4: 16,597 shares; 2025Q1: 17,029 shares; 2025Q2: 18,516 shares 18,516 $762K 0.01% +1,487 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,621 shares; 2024Q4: 6,722 shares; 2025Q1: 6,411 shares; 2025Q2: 6,357 shares 6,357 $758K 0.01% -54 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 4,128 shares; 2025Q1: 4,138 shares; 2025Q2: 4,135 shares 4,135 $758K 0.01% -3 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,431 shares; 2025Q1: 4,589 shares; 2025Q2: 4,632 shares 4,632 $752K 0.01% +43 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,937 shares; 2024Q4: 11,504 shares; 2025Q1: 11,539 shares; 2025Q2: 7,407 shares 7,407 $745K 0.01% -4,132 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 4,010 shares; 2025Q1: 3,991 shares; 2025Q2: 3,989 shares 3,989 $744K 0.01% -2 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,906 shares; 2024Q4: 3,906 shares; 2025Q1: 3,751 shares; 2025Q2: 3,750 shares 3,750 $740K 0.01% -1 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,403 shares; 2024Q4: 17,526 shares; 2025Q1: 16,959 shares; 2025Q2: 16,553 shares 16,553 $732K 0.01% -406 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 845 shares; 2025Q1: 877 shares; 2025Q2: 817 shares 817 $732K 0.01% -60 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 4,129 shares; 2025Q1: 4,140 shares; 2025Q2: 4,119 shares 4,119 $727K 0.01% -21 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,112 shares; 2025Q2: 7,133 shares 7,133 $725K 0.01% +21 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,031 shares; 2024Q4: 12,849 shares; 2025Q1: 12,849 shares; 2025Q2: 12,849 shares 12,849 $721K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: 5,247 shares; 2025Q1: 6,037 shares; 2025Q2: 5,980 shares 5,980 $712K 0.01% -57 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,813 shares; 2025Q1: 12,173 shares; 2025Q2: 17,727 shares 17,727 $711K 0.01% +5,554 Timeline QTRX QUANTERIX CORP More: the full row for QUANTERIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,995 shares; 2024Q4: 210,878 shares; 2025Q1: 244,854 shares; 2025Q2: 105,382 shares 105,382 $701K 0.01% -139,472 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,645 shares; 2024Q4: 28,099 shares; 2025Q1: 27,199 shares; 2025Q2: 28,765 shares 28,765 $700K 0.01% +1,566 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,427 shares; 2025Q1: 3,355 shares; 2025Q2: 3,340 shares 3,340 $700K 0.01% -15 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,115 shares; 2024Q4: 5,272 shares; 2025Q1: 5,568 shares; 2025Q2: 5,551 shares 5,551 $691K 0.01% -17 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,374 shares; 2024Q4: 9,109 shares; 2025Q1: 8,804 shares; 2025Q2: 8,200 shares 8,200 $687K 0.01% -604 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,024 shares; 2025Q2: 5,167 shares 5,167 $684K 0.01% +1,143 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,065 shares; 2025Q1: 1,774 shares; 2025Q2: 1,757 shares 1,757 $680K 0.01% -17 Timeline KRUS KURA SUSHI USA INC More: the full row for KURA SUSHI USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,486 shares; 2024Q4: 7,604 shares; 2025Q1: 7,913 shares; 2025Q2: 7,872 shares 7,872 $678K 0.01% -41 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 8,300 shares; 2025Q1: 8,405 shares; 2025Q2: 8,400 shares 8,400 $673K 0.01% -5 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,087 shares; 2024Q4: 9,475 shares; 2025Q1: 8,147 shares; 2025Q2: 8,308 shares 8,308 $673K 0.01% +161 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,421 shares; 2025Q1: 2,423 shares; 2025Q2: 2,462 shares 2,462 $673K 0.01% +39 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,114 shares; 2024Q4: 6,446 shares; 2025Q1: 6,492 shares; 2025Q2: 6,438 shares 6,438 $670K 0.01% -54 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,715 shares; 2025Q1: 3,801 shares; 2025Q2: 3,946 shares 3,946 $655K 0.01% +145 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,155 shares; 2024Q4: 9,739 shares; 2025Q1: 9,471 shares; 2025Q2: 10,493 shares 10,493 $654K 0.01% +1,022 Timeline TATT TAT TECHNOLOGIES LTD More: the full row for TAT TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,380 shares 21,380 $653K 0.01% new Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,077 shares; 2024Q4: 16,077 shares; 2025Q1: 13,216 shares; 2025Q2: 16,399 shares 16,399 $652K 0.01% +3,183 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,816 shares; 2025Q1: 2,704 shares; 2025Q2: 2,704 shares 2,704 $642K 0.01% 0 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,604 shares; 2024Q4: 21,639 shares; 2025Q1: 22,004 shares; 2025Q2: 24,977 shares 24,977 $630K 0.01% +2,973 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 386 shares; 2025Q1: 404 shares; 2025Q2: 6,984 shares 6,984 $629K 0.01% +6,580 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,279 shares; 2024Q4: 12,303 shares; 2025Q1: 14,731 shares; 2025Q2: 14,978 shares 14,978 $620K 0.01% +247 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 816 shares; 2025Q1: 826 shares; 2025Q2: 843 shares 843 $618K 0.01% +17 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,605 shares; 2024Q4: 4,557 shares; 2025Q1: 4,635 shares; 2025Q2: 4,649 shares 4,649 $614K 0.01% +14 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,177 shares; 2025Q1: 21,582 shares; 2025Q2: 23,900 shares 23,900 $613K 0.01% +2,318 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,116 shares; 2025Q1: 9,456 shares; 2025Q2: 12,050 shares 12,050 $607K 0.01% +2,594 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,179 shares; 2025Q1: not reported; 2025Q2: 2,831 shares 2,831 $602K 0.01% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,757 shares; 2024Q4: 63,625 shares; 2025Q1: 65,308 shares; 2025Q2: 15,118 shares 15,118 $602K 0.01% -50,190 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,200 shares; 2024Q4: 18,762 shares; 2025Q1: 15,613 shares; 2025Q2: 12,914 shares 12,914 $597K 0.01% -2,699 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,978 shares; 2024Q4: 14,594 shares; 2025Q1: 15,903 shares; 2025Q2: 17,746 shares 17,746 $596K 0.01% +1,843 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 787 shares 787 $593K 0.01% -1 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,958 shares; 2024Q4: 3,971 shares; 2025Q1: 3,975 shares; 2025Q2: 3,949 shares 3,949 $591K 0.01% -26 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,395 shares; 2025Q1: 1,496 shares; 2025Q2: 1,507 shares 1,507 $586K 0.01% +11 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,853 shares; 2024Q4: 5,921 shares; 2025Q1: 5,835 shares; 2025Q2: 5,871 shares 5,871 $579K 0.01% +36 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,370 shares; 2024Q4: 20,197 shares; 2025Q1: 13,155 shares; 2025Q2: 13,155 shares 13,155 $577K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,397 shares; 2024Q4: 8,169 shares; 2025Q1: 6,596 shares; 2025Q2: 6,538 shares 6,538 $570K 0.01% -58 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,766 shares; 2024Q4: 5,067 shares; 2025Q1: 5,058 shares; 2025Q2: 5,058 shares 5,058 $568K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,139 shares; 2024Q4: 16,691 shares; 2025Q1: 18,677 shares; 2025Q2: 18,490 shares 18,490 $567K 0.01% -187 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 4,260 shares; 2025Q1: 4,260 shares; 2025Q2: 7,804 shares 7,804 $560K 0.01% +3,544 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 9,450 shares; 2025Q1: 11,075 shares; 2025Q2: 11,033 shares 11,033 $559K 0.01% -42 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,814 shares; 2024Q4: 8,845 shares; 2025Q1: 8,715 shares; 2025Q2: 8,707 shares 8,707 $554K 0.01% -8 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,489 shares; 2025Q1: 4,563 shares; 2025Q2: 4,563 shares 4,563 $554K 0.01% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,818 shares; 2024Q4: 24,156 shares; 2025Q1: 23,020 shares; 2025Q2: 23,440 shares 23,440 $550K 0.01% +420 Timeline HELO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,363 shares; 2025Q2: 8,763 shares 8,763 $548K 0.01% +4,400 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 902 shares; 2025Q1: 982 shares; 2025Q2: 989 shares 989 $537K 0.01% +7 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,033 shares; 2024Q4: 18,033 shares; 2025Q1: 18,033 shares; 2025Q2: 18,033 shares 18,033 $527K 0.01% 0 Timeline PPA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,945 shares; 2025Q1: 3,946 shares; 2025Q2: 3,721 shares 3,721 $527K 0.01% -225 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,243 shares; 2025Q1: 4,272 shares; 2025Q2: 4,771 shares 4,771 $527K 0.01% +499 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 3,267 shares; 2025Q1: 3,331 shares; 2025Q2: 3,306 shares 3,306 $526K 0.01% -25 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 3,927 shares; 2025Q1: 4,124 shares; 2025Q2: 3,728 shares 3,728 $525K 0.01% -396 Timeline HNST HONEST CO INC More: the full row for HONEST CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,280 shares; 2024Q4: 163,015 shares; 2025Q1: 102,504 shares; 2025Q2: 102,354 shares 102,354 $521K 0.01% -150 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,504 shares; 2025Q1: 17,343 shares; 2025Q2: 17,179 shares 17,179 $518K 0.01% -164 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,165 shares; 2024Q4: 6,165 shares; 2025Q1: 8,797 shares; 2025Q2: 7,469 shares 7,469 $518K 0.01% -1,328 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,592 shares; 2025Q1: 1,473 shares; 2025Q2: 1,598 shares 1,598 $510K 0.01% +125 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,117 shares; 2025Q2: 22,059 shares 22,059 $504K 0.01% +11,942 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,720 shares; 2024Q4: 11,385 shares; 2025Q1: 10,962 shares; 2025Q2: 11,565 shares 11,565 $499K 0.01% +603 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 2,236 shares; 2025Q1: 2,198 shares; 2025Q2: 2,195 shares 2,195 $499K 0.01% -3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,360 shares; 2025Q1: 2,298 shares; 2025Q2: 2,326 shares 2,326 $483K 0.01% +28 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,091 shares; 2024Q4: 5,886 shares; 2025Q1: 2,585 shares; 2025Q2: 2,475 shares 2,475 $483K 0.01% -110 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,950 shares; 2025Q1: 13,179 shares; 2025Q2: 13,374 shares 13,374 $479K 0.01% +195 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 4,986 shares; 2025Q1: 4,961 shares; 2025Q2: 4,961 shares 4,961 $477K 0.01% 0 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 11,720 shares; 2025Q1: 11,720 shares; 2025Q2: 11,720 shares 11,720 $474K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,672 shares; 2024Q4: 3,720 shares; 2025Q1: 3,639 shares; 2025Q2: 3,670 shares 3,670 $473K 0.01% +31 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,509 shares; 2024Q4: 6,626 shares; 2025Q1: 4,672 shares; 2025Q2: 4,648 shares 4,648 $471K 0.01% -24 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,853 shares; 2025Q1: 2,771 shares; 2025Q2: 2,702 shares 2,702 $465K 0.01% -69 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,890 shares; 2025Q1: 1,865 shares; 2025Q2: 2,395 shares 2,395 $465K 0.01% +530 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,793 shares; 2025Q1: 2,563 shares; 2025Q2: 2,530 shares 2,530 $464K 0.01% -33 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,932 shares; 2025Q1: 2,316 shares; 2025Q2: 3,007 shares 3,007 $462K 0.01% +691 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,128 shares; 2024Q4: 20,256 shares; 2025Q1: 20,256 shares; 2025Q2: 20,256 shares 20,256 $461K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 4,576 shares; 2025Q1: 4,383 shares; 2025Q2: 4,543 shares 4,543 $459K 0.01% +160 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,290 shares; 2024Q4: 27,845 shares; 2025Q1: 26,961 shares; 2025Q2: 23,870 shares 23,870 $457K 0.01% -3,091 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,915 shares; 2025Q2: 5,546 shares 5,546 $456K 0.01% +631 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares 3,000 $455K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,572 shares; 2024Q4: 10,585 shares; 2025Q1: 10,532 shares; 2025Q2: 10,545 shares 10,545 $453K 0.01% +13 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,948 shares; 2024Q4: 13,136 shares; 2025Q1: 12,277 shares; 2025Q2: 12,451 shares 12,451 $444K 0.01% +174 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 5,972 shares; 2025Q1: 5,365 shares; 2025Q2: 4,928 shares 4,928 $442K 0.01% -437 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,287 shares; 2025Q1: 2,365 shares; 2025Q2: 2,221 shares 2,221 $439K 0.01% -144 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,101 shares; 2024Q4: 7,644 shares; 2025Q1: 7,617 shares; 2025Q2: 8,131 shares 8,131 $439K 0.01% +514 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 566 shares; 2025Q1: 549 shares; 2025Q2: 545 shares 545 $437K 0.01% -4 Timeline TRNS TRANSCAT INC More: the full row for TRANSCAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares 5,000 $430K 0.01% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,261 shares; 2024Q4: 19,193 shares; 2025Q1: 20,562 shares; 2025Q2: 20,515 shares 20,515 $424K 0.01% -47 VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,102 shares; 2024Q4: 13,473 shares; 2025Q1: 5,263 shares; 2025Q2: 4,955 shares 4,955 $424K 0.01% -308 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,541 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares 1,536 $423K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 8,474 shares; 2025Q1: 8,050 shares; 2025Q2: 8,015 shares 8,015 $423K 0.01% -35 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,566 shares; 2024Q4: 5,568 shares; 2025Q1: 5,569 shares; 2025Q2: 5,572 shares 5,572 $421K 0.01% +3 Timeline RWX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,176 shares; 2024Q4: 29,818 shares; 2025Q1: 31,574 shares; 2025Q2: 15,168 shares 15,168 $416K 0.01% -16,406 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,862 shares; 2025Q1: 1,866 shares; 2025Q2: 2,259 shares 2,259 $414K 0.01% +393 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 5,303 shares; 2025Q1: 5,281 shares; 2025Q2: 5,266 shares 5,266 $412K 0.01% -15 Timeline FMB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,129 shares; 2024Q4: 8,386 shares; 2025Q1: 8,188 shares; 2025Q2: 8,190 shares 8,190 $408K 0.01% +2 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,260 shares; 2024Q4: 12,910 shares; 2025Q1: 12,910 shares; 2025Q2: 12,910 shares 12,910 $407K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,538 shares; 2024Q4: 3,542 shares; 2025Q1: 3,387 shares; 2025Q2: 3,387 shares 3,387 $407K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,282 shares; 2025Q1: 1,298 shares; 2025Q2: 1,298 shares 1,298 $406K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 6,228 shares; 2025Q1: 6,197 shares; 2025Q2: 6,435 shares 6,435 $404K 0.01% +238 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,089 shares; 2024Q4: 9,230 shares; 2025Q1: 9,029 shares; 2025Q2: 8,915 shares 8,915 $403K 0.01% -114 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 4,546 shares; 2025Q1: 4,546 shares; 2025Q2: 4,546 shares 4,546 $402K 0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,277 shares 4,277 $402K 0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,705 shares; 2024Q4: 10,708 shares; 2025Q1: 9,091 shares; 2025Q2: 9,120 shares 9,120 $397K 0.01% +29 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 893 shares; 2025Q1: 1,058 shares; 2025Q2: 1,386 shares 1,386 $396K 0.01% +328 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,491 shares; 2024Q4: 6,627 shares; 2025Q1: 5,563 shares; 2025Q2: 5,603 shares 5,603 $387K 0.01% +40 Timeline RPV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 4,297 shares; 2025Q1: 4,219 shares; 2025Q2: 4,073 shares 4,073 $382K 0.01% -146 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,082 shares; 2024Q4: 3,643 shares; 2025Q1: 3,493 shares; 2025Q2: 3,468 shares 3,468 $382K 0.01% -25 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,389 shares 9,389 $379K 0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1,497 shares; 2025Q1: 1,509 shares; 2025Q2: 2,395 shares 2,395 $378K 0.01% +886 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,671 shares 8,671 $378K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,491 shares; 2025Q1: 3,386 shares; 2025Q2: 3,385 shares 3,385 $375K 0.01% -1 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 3,140 shares; 2025Q1: 3,166 shares; 2025Q2: 3,136 shares 3,136 $375K 0.01% -30 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 4,797 shares; 2025Q1: 4,087 shares; 2025Q2: 3,928 shares 3,928 $375K 0.01% -159 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,070 shares; 2025Q1: 953 shares; 2025Q2: 923 shares 923 $374K 0.01% -30 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 5,882 shares; 2025Q1: 5,882 shares; 2025Q2: 6,029 shares 6,029 $371K 0.01% +147 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,720 shares; 2024Q4: 8,379 shares; 2025Q1: 8,343 shares; 2025Q2: 8,324 shares 8,324 $364K 0.01% -19 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 4,774 shares; 2025Q1: 4,712 shares; 2025Q2: 4,906 shares 4,906 $359K <0.01% +194 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,680 shares; 2025Q1: 3,601 shares; 2025Q2: 3,601 shares 3,601 $358K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,553 shares; 2024Q4: 6,724 shares; 2025Q1: 6,535 shares; 2025Q2: 6,358 shares 6,358 $357K <0.01% -177 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,742 shares; 2024Q4: 5,675 shares; 2025Q1: 5,865 shares; 2025Q2: 4,889 shares 4,889 $356K <0.01% -976 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,114 shares; 2024Q4: 6,872 shares; 2025Q1: 7,674 shares; 2025Q2: 6,842 shares 6,842 $354K <0.01% -832 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 814 shares; 2025Q1: 668 shares; 2025Q2: 661 shares 661 $353K <0.01% -7 Timeline