VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,984,276 shares; 2024Q4: 11,643,989 shares; 2025Q1: 11,740,187 shares; 2025Q2: 11,462,597 shares; 2025Q3: 11,756,315 shares; 2025Q4: 11,930,938 shares 11,930,938 $745M 9.19% +174,623 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,638,687 shares; 2024Q4: 4,635,243 shares; 2025Q1: 4,744,344 shares; 2025Q2: 4,592,176 shares; 2025Q3: 4,645,016 shares; 2025Q4: 4,661,198 shares 4,661,198 $497M 6.13% +16,182 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,491,869 shares; 2024Q4: 7,666,293 shares; 2025Q1: 7,945,035 shares; 2025Q2: 8,271,615 shares; 2025Q3: 8,508,257 shares; 2025Q4: 8,740,145 shares 8,740,145 $497M 6.12% +231,888 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,858,939 shares; 2024Q4: 5,995,677 shares; 2025Q1: 6,369,152 shares; 2025Q2: 6,643,917 shares; 2025Q3: 6,837,085 shares; 2025Q4: 7,041,736 shares 7,041,736 $408M 5.03% +204,651 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,478 shares; 2024Q4: 539,217 shares; 2025Q1: 563,876 shares; 2025Q2: 558,646 shares; 2025Q3: 566,109 shares; 2025Q4: 579,503 shares 579,503 $363M 4.48% +13,394 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,754,577 shares; 2024Q4: 5,804,617 shares; 2025Q1: 5,999,869 shares; 2025Q2: 6,137,765 shares; 2025Q3: 6,401,575 shares; 2025Q4: 6,716,272 shares 6,716,272 $332M 4.1% +314,697 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,372,308 shares; 2024Q4: 7,491,014 shares; 2025Q1: 7,737,248 shares; 2025Q2: 8,023,854 shares; 2025Q3: 8,397,084 shares; 2025Q4: 8,737,196 shares 8,737,196 $264M 3.25% +340,112 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,219,058 shares; 2024Q4: 5,382,244 shares; 2025Q1: 5,847,674 shares; 2025Q2: 6,263,369 shares; 2025Q3: 5,315,886 shares; 2025Q4: 5,302,606 shares 5,302,606 $248M 3.06% -13,280 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,055,445 shares; 2024Q4: 4,210,383 shares; 2025Q1: 4,314,262 shares; 2025Q2: 4,294,167 shares; 2025Q3: 4,343,901 shares; 2025Q4: 4,495,055 shares 4,495,055 $242M 2.98% +151,154 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417,183 shares; 2024Q4: 2,515,414 shares; 2025Q1: 2,657,632 shares; 2025Q2: 2,741,138 shares; 2025Q3: 2,818,606 shares; 2025Q4: 2,867,091 shares 2,867,091 $237M 2.92% +48,485 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072,424 shares; 2024Q4: 2,513,545 shares; 2025Q1: 2,782,017 shares; 2025Q2: 2,888,571 shares; 2025Q3: 3,013,313 shares; 2025Q4: 3,106,042 shares 3,106,042 $186M 2.3% +92,729 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,164,982 shares; 2024Q4: 3,341,155 shares; 2025Q1: 3,456,199 shares; 2025Q2: 3,489,258 shares; 2025Q3: 3,536,526 shares; 2025Q4: 3,592,669 shares 3,592,669 $165M 2.03% +56,143 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,351,446 shares; 2024Q4: 5,645,446 shares; 2025Q1: 5,714,409 shares; 2025Q2: 5,816,994 shares; 2025Q3: 6,045,409 shares; 2025Q4: 6,283,171 shares 6,283,171 $157M 1.93% +237,762 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,434,121 shares; 2024Q4: 2,556,174 shares; 2025Q1: 2,690,429 shares; 2025Q2: 2,779,455 shares; 2025Q3: 2,929,124 shares; 2025Q4: 2,953,621 shares 2,953,621 $153M 1.89% +24,497 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585,848 shares; 2024Q4: 1,693,678 shares; 2025Q1: 1,738,666 shares; 2025Q2: 1,720,019 shares; 2025Q3: 1,756,280 shares; 2025Q4: 1,757,820 shares 1,757,820 $128M 1.58% +1,540 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,297,612 shares; 2024Q4: 4,370,301 shares; 2025Q1: 4,510,132 shares; 2025Q2: 4,658,164 shares; 2025Q3: 4,872,623 shares; 2025Q4: 3,291,939 shares 3,291,939 $121M 1.5% -1,580,684 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190,348 shares; 2024Q4: 1,261,731 shares; 2025Q1: 1,350,290 shares; 2025Q2: 1,408,807 shares; 2025Q3: 1,461,575 shares; 2025Q4: 1,534,909 shares 1,534,909 $121M 1.49% +73,334 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,795,748 shares; 2024Q4: 3,895,071 shares; 2025Q1: 4,019,623 shares; 2025Q2: 4,105,985 shares; 2025Q3: 4,269,337 shares; 2025Q4: 4,419,178 shares 4,419,178 $114M 1.41% +149,841 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705,483 shares; 2024Q4: 742,099 shares; 2025Q1: 787,400 shares; 2025Q2: 804,299 shares; 2025Q3: 836,215 shares; 2025Q4: 872,328 shares 872,328 $96.1M 1.19% +36,113 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,206 shares; 2024Q4: 334,293 shares; 2025Q1: 365,590 shares; 2025Q2: 371,206 shares; 2025Q3: 1,061,478 shares; 2025Q4: 1,211,401 shares 1,211,401 $90.7M 1.12% +149,923 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,540,475 shares; 2024Q4: 1,271,975 shares; 2025Q1: 1,263,428 shares; 2025Q2: 1,273,585 shares; 2025Q3: 1,311,756 shares; 2025Q4: 1,348,251 shares 1,348,251 $79.2M 0.98% +36,495 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754,847 shares; 2024Q4: 777,286 shares; 2025Q1: 791,489 shares; 2025Q2: 806,716 shares; 2025Q3: 819,865 shares; 2025Q4: 821,334 shares 821,334 $78.9M 0.97% +1,469 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,024 shares; 2024Q4: 695,288 shares; 2025Q1: 680,388 shares; 2025Q2: 632,317 shares; 2025Q3: 619,350 shares; 2025Q4: 598,466 shares 598,466 $73.8M 0.91% -20,884 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337,866 shares; 2024Q4: 1,353,930 shares; 2025Q1: 1,394,052 shares; 2025Q2: 1,442,830 shares; 2025Q3: 1,507,168 shares; 2025Q4: 1,552,952 shares 1,552,952 $73.1M 0.9% +45,784 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912,116 shares; 2024Q4: 2,947,348 shares; 2025Q1: 2,721,229 shares; 2025Q2: 2,727,891 shares; 2025Q3: 2,798,648 shares; 2025Q4: 2,627,467 shares 2,627,467 $72.1M 0.89% -171,181 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,456,143 shares 1,456,143 $68.6M 0.85% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588,895 shares; 2024Q4: 1,643,922 shares; 2025Q1: 1,671,636 shares; 2025Q2: 1,636,879 shares; 2025Q3: 1,661,130 shares; 2025Q4: 1,705,257 shares 1,705,257 $66.5M 0.82% +44,127 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,180 shares; 2024Q4: 312,314 shares; 2025Q1: 309,696 shares; 2025Q2: 299,730 shares; 2025Q3: 295,843 shares; 2025Q4: 285,652 shares 285,652 $60.6M 0.75% -10,191 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949,195 shares; 2024Q4: 934,157 shares; 2025Q1: 930,610 shares; 2025Q2: 916,270 shares; 2025Q3: 920,049 shares; 2025Q4: 901,518 shares 901,518 $59.5M 0.73% -18,531 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,176 shares; 2024Q4: 198,299 shares; 2025Q1: 195,482 shares; 2025Q2: 202,051 shares; 2025Q3: 202,452 shares; 2025Q4: 207,293 shares 207,293 $56.4M 0.69% +4,841 Timeline GTR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447,190 shares; 2024Q4: 2,352,238 shares; 2025Q1: 2,131,551 shares; 2025Q2: 2,183,141 shares; 2025Q3: 2,222,057 shares; 2025Q4: 2,232,564 shares 2,232,564 $56.3M 0.69% +10,507 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549,541 shares; 2024Q4: 559,829 shares; 2025Q1: 639,472 shares; 2025Q2: 647,907 shares; 2025Q3: 639,957 shares; 2025Q4: 643,535 shares 643,535 $47.3M 0.58% +3,578 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689,770 shares; 2024Q4: 770,242 shares; 2025Q1: 830,887 shares; 2025Q2: 877,731 shares; 2025Q3: 943,458 shares; 2025Q4: 1,061,204 shares 1,061,204 $46.3M 0.57% +117,746 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,059 shares; 2024Q4: 769,105 shares; 2025Q1: 930,368 shares; 2025Q2: 927,786 shares; 2025Q3: 892,217 shares; 2025Q4: 902,017 shares 902,017 $45.6M 0.56% +9,800 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,785 shares; 2024Q4: 58,079 shares; 2025Q1: 60,429 shares; 2025Q2: 59,939 shares; 2025Q3: 62,064 shares; 2025Q4: 64,521 shares 64,521 $44.2M 0.54% +2,457 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,489 shares; 2024Q4: 113,777 shares; 2025Q1: 115,946 shares; 2025Q2: 125,185 shares; 2025Q3: 125,242 shares; 2025Q4: 128,244 shares 128,244 $43M 0.53% +3,002 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,623 shares; 2024Q4: 401,552 shares; 2025Q1: 500,718 shares; 2025Q2: 513,604 shares; 2025Q3: 577,629 shares; 2025Q4: 873,172 shares 873,172 $38.8M 0.48% +295,543 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,362 shares; 2024Q4: 181,175 shares; 2025Q1: 182,532 shares; 2025Q2: 200,325 shares; 2025Q3: 205,606 shares; 2025Q4: 244,332 shares 244,332 $35.1M 0.43% +38,726 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,841 shares; 2024Q4: 271,738 shares; 2025Q1: 265,482 shares; 2025Q2: 251,673 shares; 2025Q3: 247,503 shares; 2025Q4: 235,275 shares 235,275 $35M 0.43% -12,228 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,078 shares; 2024Q4: 356,956 shares; 2025Q1: 352,692 shares; 2025Q2: 348,140 shares; 2025Q3: 308,523 shares; 2025Q4: 288,162 shares 288,162 $34.6M 0.43% -20,361 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621,319 shares; 2024Q4: 619,763 shares; 2025Q1: 647,219 shares; 2025Q2: 657,216 shares; 2025Q3: 684,969 shares; 2025Q4: 708,032 shares 708,032 $34.2M 0.42% +23,063 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,565 shares; 2024Q4: 148,356 shares; 2025Q1: 148,233 shares; 2025Q2: 152,102 shares; 2025Q3: 152,631 shares; 2025Q4: 153,038 shares 153,038 $33.6M 0.41% +407 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,077 shares; 2024Q4: 153,330 shares; 2025Q1: 199,172 shares; 2025Q2: 204,582 shares; 2025Q3: 204,385 shares; 2025Q4: 198,616 shares 198,616 $33.4M 0.41% -5,769 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830,638 shares; 2024Q4: 855,501 shares; 2025Q1: 882,501 shares; 2025Q2: 906,757 shares; 2025Q3: 941,746 shares; 2025Q4: 977,389 shares 977,389 $30M 0.37% +35,643 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,576 shares; 2024Q4: 53,476 shares; 2025Q1: 58,787 shares; 2025Q2: 58,643 shares; 2025Q3: 59,199 shares; 2025Q4: 59,541 shares 59,541 $29.9M 0.37% +342 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804,333 shares; 2024Q4: 814,995 shares; 2025Q1: 856,359 shares; 2025Q2: 876,546 shares; 2025Q3: 923,308 shares; 2025Q4: 1,127,960 shares 1,127,960 $29.9M 0.37% +204,652 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,524 shares; 2024Q4: 118,527 shares; 2025Q1: 127,125 shares; 2025Q2: 131,389 shares; 2025Q3: 134,429 shares; 2025Q4: 140,926 shares 140,926 $29.5M 0.36% +6,497 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,108 shares; 2024Q4: 103,499 shares; 2025Q1: 101,901 shares; 2025Q2: 103,763 shares; 2025Q3: 104,307 shares; 2025Q4: 102,590 shares 102,590 $28.4M 0.35% -1,717 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,093 shares; 2024Q4: 62,338 shares; 2025Q1: 59,280 shares; 2025Q2: 61,368 shares; 2025Q3: 58,503 shares; 2025Q4: 57,960 shares 57,960 $28M 0.35% -543 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,331 shares; 2024Q4: 275,180 shares; 2025Q1: 376,967 shares; 2025Q2: 402,564 shares; 2025Q3: 478,224 shares; 2025Q4: 664,992 shares 664,992 $26.8M 0.33% +186,768 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,425 shares; 2024Q4: 310,194 shares; 2025Q1: 507,548 shares; 2025Q2: 552,929 shares; 2025Q3: 624,784 shares; 2025Q4: 755,810 shares 755,810 $26.2M 0.32% +131,026 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,365 shares; 2024Q4: 469,662 shares; 2025Q1: 531,905 shares; 2025Q2: 562,974 shares; 2025Q3: 597,914 shares; 2025Q4: 726,834 shares 726,834 $25.9M 0.32% +128,920 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,224 shares; 2024Q4: 159,661 shares; 2025Q1: 158,940 shares; 2025Q2: 150,600 shares; 2025Q3: 152,046 shares; 2025Q4: 179,109 shares 179,109 $25.3M 0.31% +27,063 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,833 shares; 2024Q4: 206,284 shares; 2025Q1: 216,408 shares; 2025Q2: 214,337 shares; 2025Q3: 229,072 shares; 2025Q4: 247,376 shares 247,376 $24.7M 0.3% +18,304 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540,706 shares; 2024Q4: 522,126 shares; 2025Q1: 516,971 shares; 2025Q2: 511,500 shares; 2025Q3: 512,049 shares; 2025Q4: 514,023 shares 514,023 $24.1M 0.3% +1,974 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,804 shares; 2024Q4: 155,270 shares; 2025Q1: 304,082 shares; 2025Q2: 393,014 shares; 2025Q3: 533,240 shares; 2025Q4: 1,047,472 shares 1,047,472 $23.7M 0.29% +514,232 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,843 shares; 2024Q4: 286,091 shares; 2025Q1: 300,681 shares; 2025Q2: 318,347 shares; 2025Q3: 314,879 shares; 2025Q4: 312,065 shares 312,065 $21.7M 0.27% -2,814 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,325 shares; 2024Q4: 257,308 shares; 2025Q1: 301,644 shares; 2025Q2: 301,119 shares; 2025Q3: 304,969 shares; 2025Q4: 307,500 shares 307,500 $21.1M 0.26% +2,531 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,850 shares; 2024Q4: 93,624 shares; 2025Q1: 111,455 shares; 2025Q2: 119,120 shares; 2025Q3: 153,944 shares; 2025Q4: 208,610 shares 208,610 $20.9M 0.26% +54,666 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,949 shares; 2024Q4: 226,996 shares; 2025Q1: 219,526 shares; 2025Q2: 219,956 shares; 2025Q3: 216,971 shares; 2025Q4: 214,795 shares 214,795 $20.2M 0.25% -2,176 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,043 shares; 2024Q4: 430,983 shares; 2025Q1: 425,804 shares; 2025Q2: 436,079 shares; 2025Q3: 442,581 shares; 2025Q4: 439,445 shares 439,445 $19.5M 0.24% -3,136 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,320 shares; 2024Q4: 122,075 shares; 2025Q1: 108,354 shares; 2025Q2: 108,797 shares; 2025Q3: 77,608 shares; 2025Q4: 102,804 shares 102,804 $19.2M 0.24% +25,196 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,239 shares; 2024Q4: 93,788 shares; 2025Q1: 112,721 shares; 2025Q2: 122,710 shares; 2025Q3: 117,270 shares; 2025Q4: 118,514 shares 118,514 $18.3M 0.23% +1,244 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,541 shares; 2024Q4: 352,795 shares; 2025Q1: 451,647 shares; 2025Q2: 514,219 shares; 2025Q3: 538,456 shares; 2025Q4: 646,690 shares 646,690 $17.9M 0.22% +108,234 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,759 shares; 2024Q4: 267,955 shares; 2025Q1: 278,053 shares; 2025Q2: 295,307 shares; 2025Q3: 311,203 shares; 2025Q4: 311,083 shares 311,083 $17.8M 0.22% -120 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,799 shares; 2024Q4: 210,966 shares; 2025Q1: 261,573 shares; 2025Q2: 278,215 shares; 2025Q3: 369,244 shares; 2025Q4: 376,144 shares 376,144 $17.3M 0.21% +6,900 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,664 shares; 2024Q4: 131,210 shares; 2025Q1: 132,219 shares; 2025Q2: 127,107 shares; 2025Q3: 125,056 shares; 2025Q4: 153,614 shares 153,614 $15.7M 0.19% +28,558 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,220 shares; 2024Q4: 68,545 shares; 2025Q1: 65,868 shares; 2025Q2: 68,266 shares; 2025Q3: 76,119 shares; 2025Q4: 80,874 shares 80,874 $15.4M 0.19% +4,755 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,520 shares; 2024Q4: 194,410 shares; 2025Q1: 213,929 shares; 2025Q2: 219,340 shares; 2025Q3: 222,528 shares; 2025Q4: 162,166 shares 162,166 $14.4M 0.18% -60,362 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,335 shares; 2024Q4: 155,115 shares; 2025Q1: 159,055 shares; 2025Q2: 159,467 shares; 2025Q3: 163,793 shares; 2025Q4: 178,120 shares 178,120 $14.2M 0.18% +14,327 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,597 shares; 2024Q4: 156,260 shares; 2025Q1: 163,553 shares; 2025Q2: 176,445 shares; 2025Q3: 176,900 shares; 2025Q4: 175,505 shares 175,505 $14.1M 0.17% -1,395 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,839 shares; 2024Q4: 511,909 shares; 2025Q1: 568,534 shares; 2025Q2: 586,384 shares; 2025Q3: 592,500 shares; 2025Q4: 598,655 shares 598,655 $13.9M 0.17% +6,155 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,218 shares; 2024Q4: 40,561 shares; 2025Q1: 40,190 shares; 2025Q2: 40,640 shares; 2025Q3: 40,850 shares; 2025Q4: 41,132 shares 41,132 $13.3M 0.16% +282 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,877 shares; 2024Q4: 506,268 shares; 2025Q1: 494,835 shares; 2025Q2: 475,069 shares; 2025Q3: 474,151 shares; 2025Q4: 470,247 shares 470,247 $13.2M 0.16% -3,904 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,675 shares; 2024Q4: 61,422 shares; 2025Q1: 59,288 shares; 2025Q2: 61,617 shares; 2025Q3: 51,457 shares; 2025Q4: 53,402 shares 53,402 $12.3M 0.15% +1,945 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,029 shares; 2024Q4: 133,933 shares; 2025Q1: 131,348 shares; 2025Q2: 136,723 shares; 2025Q3: 160,861 shares; 2025Q4: 269,681 shares 269,681 $12.3M 0.15% +108,820 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504,385 shares; 2024Q4: 506,350 shares; 2025Q1: 508,840 shares; 2025Q2: 512,356 shares; 2025Q3: 513,808 shares; 2025Q4: 480,687 shares 480,687 $11.6M 0.14% -33,121 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,775 shares; 2024Q4: 185,420 shares; 2025Q1: 223,977 shares; 2025Q2: 232,722 shares; 2025Q3: 236,881 shares; 2025Q4: 241,217 shares 241,217 $11.3M 0.14% +4,336 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,807 shares; 2024Q4: 264,994 shares; 2025Q1: 303,136 shares; 2025Q2: 322,988 shares; 2025Q3: 328,919 shares; 2025Q4: 333,141 shares 333,141 $11.1M 0.14% +4,222 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,724 shares; 2024Q4: 128,955 shares; 2025Q1: 122,147 shares; 2025Q2: 208,156 shares; 2025Q3: 204,761 shares; 2025Q4: 358,456 shares 358,456 $10.5M 0.13% +153,695 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,524 shares; 2024Q4: 317,591 shares; 2025Q1: 310,694 shares; 2025Q2: 337,542 shares; 2025Q3: 332,263 shares; 2025Q4: 406,557 shares 406,557 $10.2M 0.13% +74,294 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,158 shares; 2024Q4: 33,375 shares; 2025Q1: 33,209 shares; 2025Q2: 33,943 shares; 2025Q3: 34,387 shares; 2025Q4: 35,082 shares 35,082 $10.2M 0.13% +695 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,348 shares; 2024Q4: 61,805 shares; 2025Q1: 70,402 shares; 2025Q2: 71,313 shares; 2025Q3: 69,901 shares; 2025Q4: 70,968 shares 70,968 $10.2M 0.13% +1,067 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,332 shares; 2024Q4: 13,051 shares; 2025Q1: 14,475 shares; 2025Q2: 15,124 shares; 2025Q3: 15,138 shares; 2025Q4: 14,897 shares 14,897 $10.2M 0.13% -241 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,484 shares; 2024Q4: 191,581 shares; 2025Q1: 191,100 shares; 2025Q2: 255,566 shares; 2025Q3: 409,977 shares; 2025Q4: 418,372 shares 418,372 $10.1M 0.12% +8,395 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,670 shares; 2024Q4: 63,760 shares; 2025Q1: 62,843 shares; 2025Q2: 63,766 shares; 2025Q3: 77,164 shares; 2025Q4: 67,529 shares 67,529 $9.68M 0.12% -9,635 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,121 shares; 2024Q4: 92,268 shares; 2025Q1: 107,511 shares; 2025Q2: 113,299 shares; 2025Q3: 130,104 shares; 2025Q4: 139,129 shares 139,129 $9.66M 0.12% +9,025 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,266 shares; 2024Q4: 264,973 shares; 2025Q1: 281,270 shares; 2025Q2: 287,898 shares; 2025Q3: 291,611 shares; 2025Q4: 309,433 shares 309,433 $9.59M 0.12% +17,822 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,340 shares; 2024Q4: 30,697 shares; 2025Q1: 32,518 shares; 2025Q2: 32,645 shares; 2025Q3: 34,142 shares; 2025Q4: 35,073 shares 35,073 $9.05M 0.11% +931 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,004 shares; 2024Q4: 81,932 shares; 2025Q1: 89,810 shares; 2025Q2: 95,679 shares; 2025Q3: 97,071 shares; 2025Q4: 198,661 shares 198,661 $8.88M 0.11% +101,590 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,247 shares; 2025Q1: 62,055 shares; 2025Q2: 102,329 shares; 2025Q3: 140,988 shares; 2025Q4: 211,123 shares 211,123 $8.8M 0.11% +70,135 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,001 shares; 2024Q4: 168,999 shares; 2025Q1: 142,099 shares; 2025Q2: 154,270 shares; 2025Q3: 164,439 shares; 2025Q4: 172,880 shares 172,880 $8.69M 0.11% +8,441 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,746 shares; 2024Q4: 79,009 shares; 2025Q1: 78,390 shares; 2025Q2: 85,054 shares; 2025Q3: 87,767 shares; 2025Q4: 80,616 shares 80,616 $8.63M 0.11% -7,151 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,960 shares; 2025Q1: 57,762 shares; 2025Q2: 66,413 shares; 2025Q3: 85,515 shares; 2025Q4: 329,671 shares 329,671 $8.57M 0.11% +244,156 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,996 shares; 2024Q4: 65,009 shares; 2025Q1: 66,714 shares; 2025Q2: 70,553 shares; 2025Q3: 71,998 shares; 2025Q4: 69,785 shares 69,785 $8.4M 0.1% -2,213 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,087 shares; 2024Q4: 9,475 shares; 2025Q1: 8,147 shares; 2025Q2: 8,308 shares; 2025Q3: 6,933 shares; 2025Q4: 102,003 shares 102,003 $7.92M 0.1% +95,070 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,803 shares; 2024Q4: 31,241 shares; 2025Q1: 72,903 shares; 2025Q2: 79,190 shares; 2025Q3: 77,623 shares; 2025Q4: 79,228 shares 79,228 $7.86M 0.1% +1,605 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,974 shares; 2024Q4: 292,379 shares; 2025Q1: 288,760 shares; 2025Q2: 290,911 shares; 2025Q3: 289,055 shares; 2025Q4: 285,082 shares 285,082 $7.48M 0.09% -3,973 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,687 shares; 2024Q4: 52,226 shares; 2025Q1: 59,117 shares; 2025Q2: 68,898 shares; 2025Q3: 72,916 shares; 2025Q4: 70,515 shares 70,515 $7.23M 0.09% -2,401 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,787 shares; 2024Q4: 16,451 shares; 2025Q1: 17,329 shares; 2025Q2: 19,318 shares; 2025Q3: 16,286 shares; 2025Q4: 16,017 shares 16,017 $7.2M 0.09% -269 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,107 shares; 2025Q1: 20,704 shares; 2025Q2: 21,046 shares; 2025Q3: 22,012 shares; 2025Q4: 22,923 shares 22,923 $7.17M 0.09% +911 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,787 shares; 2024Q4: 63,325 shares; 2025Q1: 63,161 shares; 2025Q2: 63,245 shares; 2025Q3: 63,996 shares; 2025Q4: 64,340 shares 64,340 $7.17M 0.09% +344 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,567 shares; 2025Q2: 62,417 shares; 2025Q3: 80,320 shares; 2025Q4: 233,971 shares 233,971 $7.13M 0.09% +153,651 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,250 shares; 2024Q4: 31,500 shares; 2025Q1: 32,730 shares; 2025Q2: 33,225 shares; 2025Q3: 22,627 shares; 2025Q4: 22,508 shares 22,508 $7.06M 0.09% -119 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133,769 shares; 2025Q4: 133,179 shares 133,179 $6.96M 0.09% -590 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,873 shares; 2024Q4: 11,170 shares; 2025Q1: 10,935 shares; 2025Q2: 10,936 shares; 2025Q3: 12,016 shares; 2025Q4: 11,191 shares 11,191 $6.87M 0.08% -825 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,976 shares 54,976 $6.83M 0.08% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,080 shares; 2024Q4: 21,752 shares; 2025Q1: 24,015 shares; 2025Q2: 23,990 shares; 2025Q3: 24,037 shares; 2025Q4: 47,098 shares 47,098 $6.78M 0.08% +23,061 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,532 shares; 2024Q4: 91,730 shares; 2025Q1: 88,632 shares; 2025Q2: 109,402 shares; 2025Q3: 108,845 shares; 2025Q4: 102,433 shares 102,433 $6.37M 0.08% -6,412 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,906 shares; 2024Q4: 88,037 shares; 2025Q1: 94,417 shares; 2025Q2: 95,203 shares; 2025Q3: 97,066 shares; 2025Q4: 100,631 shares 100,631 $6.33M 0.08% +3,565 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,051 shares; 2024Q4: 9,040 shares; 2025Q1: 10,353 shares; 2025Q2: 10,406 shares; 2025Q3: 12,330 shares; 2025Q4: 12,876 shares 12,876 $6.28M 0.08% +546 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,714 shares; 2024Q4: 13,150 shares; 2025Q1: 13,258 shares; 2025Q2: 12,963 shares; 2025Q3: 13,246 shares; 2025Q4: 13,213 shares 13,213 $6.25M 0.08% -33 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,912 shares; 2024Q4: 278,377 shares; 2025Q1: 278,653 shares; 2025Q2: 290,665 shares; 2025Q3: 290,274 shares; 2025Q4: 288,423 shares 288,423 $6.16M 0.08% -1,851 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,609 shares; 2024Q4: 39,413 shares; 2025Q1: 50,760 shares; 2025Q2: 61,461 shares; 2025Q3: 77,891 shares; 2025Q4: 99,464 shares 99,464 $6.05M 0.07% +21,573 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: 5,892 shares; 2025Q1: 5,760 shares; 2025Q2: 5,424 shares; 2025Q3: 5,787 shares; 2025Q4: 5,595 shares 5,595 $6.01M 0.07% -192 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,620 shares; 2024Q4: 72,135 shares; 2025Q1: 73,173 shares; 2025Q2: 72,413 shares; 2025Q3: 74,905 shares; 2025Q4: 79,213 shares 79,213 $5.98M 0.07% +4,308 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,614 shares; 2024Q4: not reported; 2025Q1: 5,818 shares; 2025Q2: 138,477 shares; 2025Q3: 133,041 shares; 2025Q4: 131,519 shares 131,519 $5.95M 0.07% -1,522 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,359 shares; 2024Q4: 230,269 shares; 2025Q1: 222,716 shares; 2025Q2: 218,669 shares; 2025Q3: 222,074 shares; 2025Q4: 223,043 shares 223,043 $5.91M 0.07% +969 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,619 shares; 2024Q4: 208,543 shares; 2025Q1: 204,301 shares; 2025Q2: 206,127 shares; 2025Q3: 217,543 shares; 2025Q4: 217,183 shares 217,183 $5.84M 0.07% -360 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,519 shares; 2024Q4: 41,415 shares; 2025Q1: 55,624 shares; 2025Q2: 64,155 shares; 2025Q3: 80,919 shares; 2025Q4: 110,735 shares 110,735 $5.84M 0.07% +29,816 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,656 shares; 2024Q4: 171,705 shares; 2025Q1: 102,659 shares; 2025Q2: 100,509 shares; 2025Q3: 98,222 shares; 2025Q4: 62,577 shares 62,577 $5.79M 0.07% -35,645 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,906 shares; 2024Q4: 21,285 shares; 2025Q1: 23,272 shares; 2025Q2: 26,132 shares; 2025Q3: 31,315 shares; 2025Q4: 32,558 shares 32,558 $5.72M 0.07% +1,243 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,155 shares; 2024Q4: 19,417 shares; 2025Q1: 27,866 shares; 2025Q2: 30,878 shares; 2025Q3: 34,463 shares; 2025Q4: 39,853 shares 39,853 $5.62M 0.07% +5,390 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,590 shares; 2024Q4: 23,492 shares; 2025Q1: 23,786 shares; 2025Q2: 24,067 shares; 2025Q3: 25,318 shares; 2025Q4: 26,099 shares 26,099 $5.49M 0.07% +781 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,866 shares; 2024Q4: 98,866 shares; 2025Q1: 81,942 shares; 2025Q2: 93,663 shares; 2025Q3: 93,512 shares; 2025Q4: 65,662 shares 65,662 $5.29M 0.07% -27,850 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,819 shares; 2024Q4: 16,438 shares; 2025Q1: 16,368 shares; 2025Q2: 16,808 shares; 2025Q3: 17,289 shares; 2025Q4: 17,246 shares 17,246 $5.27M 0.07% -43 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,077 shares; 2024Q4: 8,235 shares; 2025Q1: 7,623 shares; 2025Q2: 7,928 shares; 2025Q3: 8,053 shares; 2025Q4: 7,940 shares 7,940 $5.24M 0.06% -113 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,483 shares; 2024Q4: 46,909 shares; 2025Q1: 45,037 shares; 2025Q2: 44,450 shares; 2025Q3: 44,861 shares; 2025Q4: 45,738 shares 45,738 $5.21M 0.06% +877 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,472 shares; 2024Q4: 143,080 shares; 2025Q1: 144,320 shares; 2025Q2: 143,239 shares; 2025Q3: 146,411 shares; 2025Q4: 144,798 shares 144,798 $5.2M 0.06% -1,613 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,237 shares; 2024Q4: 87,594 shares; 2025Q1: 90,896 shares; 2025Q2: 90,030 shares; 2025Q3: 91,976 shares; 2025Q4: 91,135 shares 91,135 $5.03M 0.06% -841 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,534 shares; 2024Q4: 261,361 shares; 2025Q1: 262,329 shares; 2025Q2: 262,442 shares; 2025Q3: 272,049 shares; 2025Q4: 275,237 shares 275,237 $5.01M 0.06% +3,188 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,018 shares; 2024Q4: 61,265 shares; 2025Q1: 67,342 shares; 2025Q2: 67,542 shares; 2025Q3: 67,761 shares; 2025Q4: 71,642 shares 71,642 $5M 0.06% +3,881 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,210 shares; 2024Q4: 20,967 shares; 2025Q1: 22,098 shares; 2025Q2: 22,773 shares; 2025Q3: 23,464 shares; 2025Q4: 24,823 shares 24,823 $4.96M 0.06% +1,359 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,040 shares; 2024Q4: 23,919 shares; 2025Q1: 23,561 shares; 2025Q2: 23,481 shares; 2025Q3: 23,947 shares; 2025Q4: 23,827 shares 23,827 $4.93M 0.06% -120 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,144 shares; 2025Q3: 22,742 shares; 2025Q4: 105,474 shares 105,474 $4.81M 0.06% +82,732 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 134,049 shares; 2025Q1: 156,136 shares; 2025Q2: 184,941 shares; 2025Q3: 216,520 shares; 2025Q4: 187,282 shares 187,282 $4.77M 0.06% -29,238 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,566 shares; 2024Q4: 41,614 shares; 2025Q1: 40,814 shares; 2025Q2: 29,227 shares; 2025Q3: 27,735 shares; 2025Q4: 27,713 shares 27,713 $4.73M 0.06% -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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,516 shares; 2024Q4: 131,496 shares; 2025Q1: 146,725 shares; 2025Q2: 133,169 shares; 2025Q3: 197,928 shares; 2025Q4: 188,773 shares 188,773 $4.57M 0.06% -9,155 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,418 shares; 2024Q4: 37,540 shares; 2025Q1: 38,773 shares; 2025Q2: 39,565 shares; 2025Q3: 38,832 shares; 2025Q4: 42,724 shares 42,724 $4.56M 0.06% +3,892 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,544 shares; 2024Q4: 42,451 shares; 2025Q1: 52,840 shares; 2025Q2: 52,485 shares; 2025Q3: 53,704 shares; 2025Q4: 105,615 shares 105,615 $4.51M 0.06% +51,911 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,085 shares; 2024Q4: 89,580 shares; 2025Q1: 89,112 shares; 2025Q2: 101,143 shares; 2025Q3: 100,366 shares; 2025Q4: 98,798 shares 98,798 $4.45M 0.05% -1,568 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,705 shares; 2024Q4: 40,853 shares; 2025Q1: 42,528 shares; 2025Q2: 44,146 shares; 2025Q3: 50,564 shares; 2025Q4: 63,316 shares 63,316 $4.4M 0.05% +12,752 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,952 shares; 2024Q4: 35,584 shares; 2025Q1: 37,870 shares; 2025Q2: 38,274 shares; 2025Q3: 47,069 shares; 2025Q4: 56,514 shares 56,514 $4.4M 0.05% +9,445 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,566 shares; 2024Q4: 51,742 shares; 2025Q1: 54,951 shares; 2025Q2: 64,176 shares; 2025Q3: 66,042 shares; 2025Q4: 87,890 shares 87,890 $4.4M 0.05% +21,848 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,256 shares; 2024Q4: 119,162 shares; 2025Q1: 130,148 shares; 2025Q2: 133,495 shares; 2025Q3: 139,343 shares; 2025Q4: 147,811 shares 147,811 $4.37M 0.05% +8,468 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,612 shares; 2025Q1: 38,052 shares; 2025Q2: 51,533 shares; 2025Q3: 72,017 shares; 2025Q4: 86,171 shares 86,171 $4.36M 0.05% +14,154 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,491 shares; 2024Q4: 45,941 shares; 2025Q1: 46,105 shares; 2025Q2: 45,027 shares; 2025Q3: 48,010 shares; 2025Q4: 48,277 shares 48,277 $4.32M 0.05% +267 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,149 shares; 2024Q4: 11,250 shares; 2025Q1: 8,521 shares; 2025Q2: 10,099 shares; 2025Q3: 9,853 shares; 2025Q4: 9,649 shares 9,649 $4.29M 0.05% -204 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,203 shares; 2024Q4: 67,729 shares; 2025Q1: 67,987 shares; 2025Q2: 70,722 shares; 2025Q3: 73,504 shares; 2025Q4: 75,443 shares 75,443 $4.28M 0.05% +1,939 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,072 shares; 2024Q4: 23,072 shares; 2025Q1: 47,526 shares; 2025Q2: 64,442 shares; 2025Q3: 92,126 shares; 2025Q4: 118,550 shares 118,550 $4.19M 0.05% +26,424 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,893 shares; 2024Q4: 60,392 shares; 2025Q1: 60,868 shares; 2025Q2: 61,122 shares; 2025Q3: 62,429 shares; 2025Q4: 61,589 shares 61,589 $4.16M 0.05% -840 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,816 shares; 2024Q4: 91,922 shares; 2025Q1: 90,045 shares; 2025Q2: 89,840 shares; 2025Q3: 89,796 shares; 2025Q4: 88,994 shares 88,994 $4.1M 0.05% -802 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,610 shares; 2025Q3: 60,904 shares; 2025Q4: 141,726 shares 141,726 $4.09M 0.05% +80,822 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,546 shares; 2024Q4: 12,048 shares; 2025Q1: 11,777 shares; 2025Q2: 11,869 shares; 2025Q3: 11,880 shares; 2025Q4: 11,837 shares 11,837 $4.07M 0.05% -43 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,662 shares; 2024Q4: 65,302 shares; 2025Q1: 76,847 shares; 2025Q2: 70,846 shares; 2025Q3: 76,261 shares; 2025Q4: 97,365 shares 97,365 $4.03M 0.05% +21,104 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,526 shares; 2025Q4: 111,127 shares 111,127 $3.87M 0.05% +80,601 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,219 shares; 2024Q4: 18,606 shares; 2025Q1: 13,559 shares; 2025Q2: 21,802 shares; 2025Q3: 21,640 shares; 2025Q4: 18,599 shares 18,599 $3.81M 0.05% -3,041 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,402 shares; 2024Q4: 48,968 shares; 2025Q1: 48,429 shares; 2025Q2: 49,361 shares; 2025Q3: 51,358 shares; 2025Q4: 51,022 shares 51,022 $3.79M 0.05% -336 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,163 shares; 2024Q4: 14,760 shares; 2025Q1: 16,174 shares; 2025Q2: 16,387 shares; 2025Q3: 19,027 shares; 2025Q4: 19,775 shares 19,775 $3.79M 0.05% +748 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,167 shares; 2024Q4: 39,460 shares; 2025Q1: 37,163 shares; 2025Q2: 37,030 shares; 2025Q3: 39,086 shares; 2025Q4: 41,155 shares 41,155 $3.7M 0.05% +2,069 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,072 shares; 2024Q4: 14,072 shares; 2025Q1: 12,320 shares; 2025Q2: 13,023 shares; 2025Q3: 14,471 shares; 2025Q4: 14,471 shares 14,471 $3.63M 0.04% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,627 shares; 2024Q4: 23,319 shares; 2025Q1: 30,308 shares; 2025Q2: 52,721 shares; 2025Q3: 53,452 shares; 2025Q4: 62,741 shares 62,741 $3.59M 0.04% +9,289 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,926 shares; 2024Q4: 121,338 shares; 2025Q1: 124,556 shares; 2025Q2: 124,597 shares; 2025Q3: 129,471 shares; 2025Q4: 125,411 shares 125,411 $3.57M 0.04% -4,060 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,504 shares; 2024Q4: 8,433 shares; 2025Q1: 8,687 shares; 2025Q2: 32,184 shares; 2025Q3: 31,906 shares; 2025Q4: 31,888 shares 31,888 $3.57M 0.04% -18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,671 shares; 2025Q2: 28,237 shares; 2025Q3: 75,798 shares; 2025Q4: 112,660 shares 112,660 $3.56M 0.04% +36,862 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,728 shares; 2024Q4: 76,897 shares; 2025Q1: 94,232 shares; 2025Q2: 112,534 shares; 2025Q3: 106,507 shares; 2025Q4: 139,906 shares 139,906 $3.56M 0.04% +33,399 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,570 shares; 2024Q4: 17,871 shares; 2025Q1: 13,766 shares; 2025Q2: 13,714 shares; 2025Q3: 13,588 shares; 2025Q4: 13,191 shares 13,191 $3.54M 0.04% -397 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,025 shares; 2024Q4: 106,088 shares; 2025Q1: 99,978 shares; 2025Q2: 134,250 shares; 2025Q3: 132,704 shares; 2025Q4: 154,664 shares 154,664 $3.47M 0.04% +21,960 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,413 shares; 2024Q4: 18,995 shares; 2025Q1: 23,649 shares; 2025Q2: 29,509 shares; 2025Q3: 39,732 shares; 2025Q4: 40,552 shares 40,552 $3.46M 0.04% +820 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,516 shares; 2024Q4: 16,203 shares; 2025Q1: 16,204 shares; 2025Q2: 28,156 shares; 2025Q3: 28,488 shares; 2025Q4: 28,467 shares 28,467 $3.44M 0.04% -21 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,506 shares; 2024Q4: 13,504 shares; 2025Q1: 13,502 shares; 2025Q2: 13,524 shares; 2025Q3: 13,498 shares; 2025Q4: 13,754 shares 13,754 $3.44M 0.04% +256 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,966 shares; 2025Q1: 8,565 shares; 2025Q2: 14,066 shares; 2025Q3: 15,764 shares; 2025Q4: 16,436 shares 16,436 $3.38M 0.04% +672 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,610 shares; 2024Q4: 211,395 shares; 2025Q1: 109,539 shares; 2025Q2: 108,431 shares; 2025Q3: 111,816 shares; 2025Q4: 110,691 shares 110,691 $3.33M 0.04% -1,125 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,765 shares; 2024Q4: 14,712 shares; 2025Q1: 14,978 shares; 2025Q2: 37,068 shares; 2025Q3: 32,147 shares; 2025Q4: 29,792 shares 29,792 $3.31M 0.04% -2,355 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,017 shares; 2024Q4: 7,874 shares; 2025Q1: 7,851 shares; 2025Q2: 7,852 shares; 2025Q3: 7,799 shares; 2025Q4: 7,980 shares 7,980 $3.29M 0.04% +181 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,090 shares; 2024Q4: 40,225 shares; 2025Q1: 41,212 shares; 2025Q2: 41,920 shares; 2025Q3: 41,965 shares; 2025Q4: 42,354 shares 42,354 $3.26M 0.04% +389 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,797 shares; 2024Q4: 59,476 shares; 2025Q1: 70,578 shares; 2025Q2: 70,659 shares; 2025Q3: 76,691 shares; 2025Q4: 56,287 shares 56,287 $3.23M 0.04% -20,404 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,541 shares; 2024Q4: 24,223 shares; 2025Q1: 24,748 shares; 2025Q2: 24,499 shares; 2025Q3: 25,390 shares; 2025Q4: 25,298 shares 25,298 $3.19M 0.04% -92 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,329 shares; 2024Q4: 9,454 shares; 2025Q1: 9,016 shares; 2025Q2: 9,372 shares; 2025Q3: 10,417 shares; 2025Q4: 10,334 shares 10,334 $3.18M 0.04% -83 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,182 shares; 2024Q4: 12,286 shares; 2025Q1: 12,253 shares; 2025Q2: 12,256 shares; 2025Q3: 12,103 shares; 2025Q4: 12,204 shares 12,204 $3.14M 0.04% +101 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,022 shares; 2024Q4: 66,153 shares; 2025Q1: 81,606 shares; 2025Q2: 97,179 shares; 2025Q3: 91,533 shares; 2025Q4: 132,133 shares 132,133 $3.09M 0.04% +40,600 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,933 shares; 2024Q4: 46,754 shares; 2025Q1: 47,352 shares; 2025Q2: 46,901 shares; 2025Q3: 46,851 shares; 2025Q4: 61,274 shares 61,274 $2.99M 0.04% +14,423 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,237 shares; 2024Q4: 36,507 shares; 2025Q1: 36,287 shares; 2025Q2: 36,103 shares; 2025Q3: 36,117 shares; 2025Q4: 36,293 shares 36,293 $2.91M 0.04% +176 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,318 shares; 2024Q4: 29,135 shares; 2025Q1: 32,323 shares; 2025Q2: 26,975 shares; 2025Q3: 57,237 shares; 2025Q4: 57,258 shares 57,258 $2.91M 0.04% +21 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,611 shares; 2024Q4: 116,972 shares; 2025Q1: 127,839 shares; 2025Q2: 138,197 shares; 2025Q3: 124,706 shares; 2025Q4: 126,958 shares 126,958 $2.9M 0.04% +2,252 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,851 shares; 2024Q4: 49,149 shares; 2025Q1: 50,113 shares; 2025Q2: 51,449 shares; 2025Q3: 54,741 shares; 2025Q4: 57,702 shares 57,702 $2.88M 0.04% +2,961 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,823 shares; 2025Q2: 34,153 shares; 2025Q3: 46,514 shares; 2025Q4: 105,336 shares 105,336 $2.87M 0.04% +58,822 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,571 shares; 2024Q4: 27,331 shares; 2025Q1: 26,975 shares; 2025Q2: 26,670 shares; 2025Q3: 27,672 shares; 2025Q4: 27,219 shares 27,219 $2.87M 0.04% -453 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 9,240 shares; 2025Q1: 9,636 shares; 2025Q2: 10,011 shares; 2025Q3: 9,876 shares; 2025Q4: 9,892 shares 9,892 $2.85M 0.04% +16 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,650 shares; 2024Q4: 141,083 shares; 2025Q1: 117,077 shares; 2025Q2: 112,195 shares; 2025Q3: 111,418 shares; 2025Q4: 121,768 shares 121,768 $2.85M 0.04% +10,350 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,419 shares; 2024Q4: 31,636 shares; 2025Q1: 32,465 shares; 2025Q2: 32,112 shares; 2025Q3: 32,564 shares; 2025Q4: 33,566 shares 33,566 $2.84M 0.04% +1,002 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,199 shares; 2024Q4: 47,013 shares; 2025Q1: 51,471 shares; 2025Q2: 51,959 shares; 2025Q3: 52,195 shares; 2025Q4: 51,733 shares 51,733 $2.83M 0.03% -462 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,498 shares; 2024Q4: 8,928 shares; 2025Q1: 8,762 shares; 2025Q2: 8,716 shares; 2025Q3: 8,582 shares; 2025Q4: 8,593 shares 8,593 $2.81M 0.03% +11 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,264 shares; 2024Q4: 70,779 shares; 2025Q1: 84,271 shares; 2025Q2: 94,912 shares; 2025Q3: 81,874 shares; 2025Q4: 123,848 shares 123,848 $2.78M 0.03% +41,974 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,138 shares; 2024Q4: 22,843 shares; 2025Q1: 18,790 shares; 2025Q2: 17,669 shares; 2025Q3: 18,064 shares; 2025Q4: 41,391 shares 41,391 $2.78M 0.03% +23,327 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,326 shares; 2024Q4: 41,254 shares; 2025Q1: 39,012 shares; 2025Q2: 38,627 shares; 2025Q3: 39,048 shares; 2025Q4: 39,145 shares 39,145 $2.74M 0.03% +97 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,221 shares; 2024Q4: 7,251 shares; 2025Q1: 6,612 shares; 2025Q2: 7,081 shares; 2025Q3: 7,433 shares; 2025Q4: 7,735 shares 7,735 $2.71M 0.03% +302 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,553 shares; 2024Q4: 11,299 shares; 2025Q1: 11,510 shares; 2025Q2: 11,535 shares; 2025Q3: 11,264 shares; 2025Q4: 11,191 shares 11,191 $2.7M 0.03% -73 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,759 shares; 2024Q4: 10,955 shares; 2025Q1: 10,901 shares; 2025Q2: 10,845 shares; 2025Q3: 11,673 shares; 2025Q4: 11,634 shares 11,634 $2.69M 0.03% -39 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,918 shares; 2024Q4: 7,136 shares; 2025Q1: 7,154 shares; 2025Q2: 7,414 shares; 2025Q3: 7,592 shares; 2025Q4: 7,693 shares 7,693 $2.66M 0.03% +101 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,984 shares; 2024Q4: 16,409 shares; 2025Q1: 15,096 shares; 2025Q2: 15,759 shares; 2025Q3: 17,289 shares; 2025Q4: 17,337 shares 17,337 $2.64M 0.03% +48 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,542 shares; 2024Q4: 26,790 shares; 2025Q1: 26,305 shares; 2025Q2: 26,878 shares; 2025Q3: 27,066 shares; 2025Q4: 27,306 shares 27,306 $2.63M 0.03% +240 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,274 shares; 2024Q4: 32,715 shares; 2025Q1: 35,012 shares; 2025Q2: 37,155 shares; 2025Q3: 35,450 shares; 2025Q4: 35,402 shares 35,402 $2.62M 0.03% -48 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,483 shares; 2024Q4: 8,527 shares; 2025Q1: 9,763 shares; 2025Q2: 11,193 shares; 2025Q3: 11,362 shares; 2025Q4: 11,267 shares 11,267 $2.57M 0.03% -95 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,661 shares; 2024Q4: 26,585 shares; 2025Q1: 26,247 shares; 2025Q2: 26,914 shares; 2025Q3: 26,868 shares; 2025Q4: 27,086 shares 27,086 $2.57M 0.03% +218 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,657 shares; 2024Q4: 54,498 shares; 2025Q1: 54,498 shares; 2025Q2: 54,498 shares; 2025Q3: 56,232 shares; 2025Q4: 55,922 shares 55,922 $2.51M 0.03% -310 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,876 shares; 2024Q4: 17,818 shares; 2025Q1: 18,526 shares; 2025Q2: 17,685 shares; 2025Q3: 17,599 shares; 2025Q4: 17,479 shares 17,479 $2.51M 0.03% -120 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,874 shares; 2025Q2: 18,388 shares; 2025Q3: 26,698 shares; 2025Q4: 54,557 shares 54,557 $2.48M 0.03% +27,859 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,327 shares; 2025Q1: 3,413 shares; 2025Q2: 3,443 shares; 2025Q3: 4,188 shares; 2025Q4: 4,275 shares 4,275 $2.45M 0.03% +87 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: 8,498 shares; 2025Q1: 10,441 shares; 2025Q2: 9,482 shares; 2025Q3: 10,008 shares; 2025Q4: 9,860 shares 9,860 $2.45M 0.03% -148 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,287 shares; 2024Q4: 10,290 shares; 2025Q1: 9,454 shares; 2025Q2: 8,821 shares; 2025Q3: 16,388 shares; 2025Q4: 20,024 shares 20,024 $2.44M 0.03% +3,636 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,322 shares; 2024Q4: 31,008 shares; 2025Q1: 42,129 shares; 2025Q2: 39,191 shares; 2025Q3: 45,207 shares; 2025Q4: 20,504 shares 20,504 $2.43M 0.03% -24,703 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 7,229 shares; 2025Q1: 7,154 shares; 2025Q2: 7,033 shares; 2025Q3: 6,975 shares; 2025Q4: 6,978 shares 6,978 $2.35M 0.03% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,193 shares; 2024Q4: 9,240 shares; 2025Q1: 9,239 shares; 2025Q2: 9,204 shares; 2025Q3: 9,532 shares; 2025Q4: 9,517 shares 9,517 $2.34M 0.03% -15 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,697 shares; 2024Q4: 100,491 shares; 2025Q1: 96,731 shares; 2025Q2: 100,781 shares; 2025Q3: 102,664 shares; 2025Q4: 101,555 shares 101,555 $2.34M 0.03% -1,109 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,015 shares; 2025Q3: 45,919 shares; 2025Q4: 46,851 shares 46,851 $2.32M 0.03% +932 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,853 shares; 2025Q1: 66,102 shares; 2025Q2: 83,535 shares; 2025Q3: 76,521 shares; 2025Q4: 105,063 shares 105,063 $2.32M 0.03% +28,542 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,753 shares; 2024Q4: 16,032 shares; 2025Q1: 17,093 shares; 2025Q2: 17,911 shares; 2025Q3: 18,403 shares; 2025Q4: 18,503 shares 18,503 $2.32M 0.03% +100 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 6,106 shares; 2025Q1: 5,612 shares; 2025Q2: 12,929 shares; 2025Q3: 5,753 shares; 2025Q4: 5,800 shares 5,800 $2.3M 0.03% +47 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,425 shares; 2024Q4: 25,285 shares; 2025Q1: 18,750 shares; 2025Q2: 18,187 shares; 2025Q3: 35,788 shares; 2025Q4: 39,510 shares 39,510 $2.3M 0.03% +3,722 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,651 shares; 2024Q4: 5,013 shares; 2025Q1: 5,022 shares; 2025Q2: 6,174 shares; 2025Q3: 7,709 shares; 2025Q4: 7,601 shares 7,601 $2.25M 0.03% -108 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,817 shares; 2024Q4: 31,950 shares; 2025Q1: 40,003 shares; 2025Q2: 40,221 shares; 2025Q3: 42,178 shares; 2025Q4: 49,052 shares 49,052 $2.25M 0.03% +6,874 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,934 shares; 2024Q4: 68,514 shares; 2025Q1: 68,319 shares; 2025Q2: 70,122 shares; 2025Q3: 70,256 shares; 2025Q4: 67,742 shares 67,742 $2.22M 0.03% -2,514 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,481 shares; 2024Q4: 28,495 shares; 2025Q1: 29,845 shares; 2025Q2: 28,942 shares; 2025Q3: 30,417 shares; 2025Q4: 36,274 shares 36,274 $2.18M 0.03% +5,857 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 2,099 shares; 2025Q1: 1,965 shares; 2025Q2: 1,998 shares; 2025Q3: 2,313 shares; 2025Q4: 23,103 shares 23,103 $2.17M 0.03% +20,790 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,002 shares; 2024Q4: 11,050 shares; 2025Q1: 10,842 shares; 2025Q2: 10,880 shares; 2025Q3: 11,607 shares; 2025Q4: 11,793 shares 11,793 $2.16M 0.03% +186 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,567 shares; 2025Q1: 2,558 shares; 2025Q2: 2,618 shares; 2025Q3: 2,518 shares; 2025Q4: 2,492 shares 2,492 $2.15M 0.03% -26 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 3,329 shares; 2025Q1: 3,331 shares; 2025Q2: 3,328 shares; 2025Q3: 3,242 shares; 2025Q4: 3,241 shares 3,241 $2.15M 0.03% -1 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,855 shares; 2024Q4: 9,930 shares; 2025Q1: 10,728 shares; 2025Q2: 8,738 shares; 2025Q3: 8,821 shares; 2025Q4: 8,613 shares 8,613 $2.12M 0.03% -208 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 3,775 shares; 2025Q1: 3,630 shares; 2025Q2: 3,753 shares; 2025Q3: 3,629 shares; 2025Q4: 3,703 shares 3,703 $2.11M 0.03% +74 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,616 shares; 2024Q4: 15,740 shares; 2025Q1: 14,926 shares; 2025Q2: 15,281 shares; 2025Q3: 22,532 shares; 2025Q4: 23,240 shares 23,240 $2.11M 0.03% +708 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,690 shares; 2024Q4: 35,515 shares; 2025Q1: 39,108 shares; 2025Q2: 39,428 shares; 2025Q3: 38,622 shares; 2025Q4: 41,267 shares 41,267 $2.11M 0.03% +2,645 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,377 shares; 2025Q1: 28,041 shares; 2025Q2: 68,351 shares; 2025Q3: 75,482 shares; 2025Q4: 79,048 shares 79,048 $2.1M 0.03% +3,566 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,573 shares; 2025Q2: 11,808 shares; 2025Q3: 17,516 shares; 2025Q4: 98,140 shares 98,140 $2.08M 0.03% +80,624 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,704 shares; 2024Q4: 3,890 shares; 2025Q1: 2,827 shares; 2025Q2: 2,741 shares; 2025Q3: 2,746 shares; 2025Q4: 2,744 shares 2,744 $2.07M 0.03% -2 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,562 shares; 2024Q4: 7,554 shares; 2025Q1: 7,472 shares; 2025Q2: 7,460 shares; 2025Q3: 7,388 shares; 2025Q4: 7,492 shares 7,492 $2.03M 0.03% +104 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,138 shares; 2024Q4: 82,100 shares; 2025Q1: 75,645 shares; 2025Q2: 64,974 shares; 2025Q3: 64,170 shares; 2025Q4: 82,981 shares 82,981 $2.02M 0.02% +18,811 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,096 shares; 2024Q4: 33,938 shares; 2025Q1: 37,627 shares; 2025Q2: 38,441 shares; 2025Q3: 42,960 shares; 2025Q4: 39,605 shares 39,605 $2M 0.02% -3,355 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,054 shares; 2024Q4: 38,900 shares; 2025Q1: 37,658 shares; 2025Q2: 38,474 shares; 2025Q3: 37,627 shares; 2025Q4: 30,474 shares 30,474 $2M 0.02% -7,153 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,988 shares; 2024Q4: 29,797 shares; 2025Q1: 30,454 shares; 2025Q2: 32,229 shares; 2025Q3: 32,745 shares; 2025Q4: 48,032 shares 48,032 $1.99M 0.02% +15,287 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,760 shares; 2024Q4: 5,840 shares; 2025Q1: 5,819 shares; 2025Q2: 5,967 shares; 2025Q3: 6,311 shares; 2025Q4: 6,154 shares 6,154 $1.96M 0.02% -157 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,406 shares; 2024Q4: 21,416 shares; 2025Q1: 21,438 shares; 2025Q2: 17,456 shares; 2025Q3: 17,640 shares; 2025Q4: 17,733 shares 17,733 $1.96M 0.02% +93 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,526 shares; 2025Q1: 45,844 shares; 2025Q2: 50,217 shares; 2025Q3: 59,694 shares; 2025Q4: 71,326 shares 71,326 $1.95M 0.02% +11,632 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,939 shares; 2024Q4: 7,430 shares; 2025Q1: 7,245 shares; 2025Q2: 6,816 shares; 2025Q3: 5,214 shares; 2025Q4: 5,818 shares 5,818 $1.92M 0.02% +604 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,025 shares; 2024Q4: 61,241 shares; 2025Q1: 58,248 shares; 2025Q2: 63,358 shares; 2025Q3: 64,331 shares; 2025Q4: 74,378 shares 74,378 $1.91M 0.02% +10,047 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,715 shares; 2024Q4: 48,715 shares; 2025Q1: 46,320 shares; 2025Q2: 46,320 shares; 2025Q3: 43,779 shares; 2025Q4: 43,779 shares 43,779 $1.89M 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 2,552 shares; 2025Q1: 2,466 shares; 2025Q2: 2,690 shares; 2025Q3: 3,081 shares; 2025Q4: 3,138 shares 3,138 $1.89M 0.02% +57 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: 112,077 shares; 2025Q1: 112,077 shares; 2025Q2: 112,077 shares; 2025Q3: 108,077 shares; 2025Q4: 91,477 shares 91,477 $1.89M 0.02% -16,600 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 5,733 shares; 2025Q1: 5,690 shares; 2025Q2: 5,785 shares; 2025Q3: 5,963 shares; 2025Q4: 6,047 shares 6,047 $1.89M 0.02% +84 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,506 shares; 2024Q4: 53,998 shares; 2025Q1: 53,513 shares; 2025Q2: 59,642 shares; 2025Q3: 62,492 shares; 2025Q4: 72,927 shares 72,927 $1.87M 0.02% +10,435 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 9,151 shares; 2025Q1: 8,585 shares; 2025Q2: 7,369 shares; 2025Q3: 7,300 shares; 2025Q4: 9,304 shares 9,304 $1.85M 0.02% +2,004 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,424 shares; 2025Q1: 2,265 shares; 2025Q2: 2,447 shares; 2025Q3: 2,654 shares; 2025Q4: 2,819 shares 2,819 $1.84M 0.02% +165 Timeline FTMN PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 208,013 shares 208,013 $1.84M 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,120 shares; 2024Q4: 42,380 shares; 2025Q1: 41,069 shares; 2025Q2: 42,901 shares; 2025Q3: 37,662 shares; 2025Q4: 38,325 shares 38,325 $1.83M 0.02% +663 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,063 shares; 2024Q4: 62,070 shares; 2025Q1: 59,528 shares; 2025Q2: 64,563 shares; 2025Q3: 65,400 shares; 2025Q4: 71,401 shares 71,401 $1.81M 0.02% +6,001 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,542 shares; 2024Q4: 70,807 shares; 2025Q1: 77,220 shares; 2025Q2: 88,970 shares; 2025Q3: 71,872 shares; 2025Q4: 80,904 shares 80,904 $1.81M 0.02% +9,032 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,626 shares; 2025Q1: 2,926 shares; 2025Q2: 3,656 shares; 2025Q3: 3,679 shares; 2025Q4: 3,710 shares 3,710 $1.78M 0.02% +31 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,437 shares; 2024Q4: 157,734 shares; 2025Q1: 166,425 shares; 2025Q2: 41,589 shares; 2025Q3: 41,717 shares; 2025Q4: 38,837 shares 38,837 $1.78M 0.02% -2,880 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,960 shares; 2024Q4: 8,162 shares; 2025Q1: 8,042 shares; 2025Q2: 7,604 shares; 2025Q3: 7,594 shares; 2025Q4: 14,778 shares 14,778 $1.76M 0.02% +7,184 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 4,130 shares; 2025Q1: 4,204 shares; 2025Q2: 4,182 shares; 2025Q3: 4,102 shares; 2025Q4: 4,137 shares 4,137 $1.76M 0.02% +35 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,722 shares; 2024Q4: 13,789 shares; 2025Q1: 13,737 shares; 2025Q2: 13,616 shares; 2025Q3: 12,701 shares; 2025Q4: 12,619 shares 12,619 $1.76M 0.02% -82 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 5,412 shares; 2025Q1: 4,826 shares; 2025Q2: 5,510 shares; 2025Q3: 5,412 shares; 2025Q4: 5,754 shares 5,754 $1.75M 0.02% +342 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,887 shares; 2025Q1: 3,889 shares; 2025Q2: 3,930 shares; 2025Q3: 3,662 shares; 2025Q4: 3,604 shares 3,604 $1.74M 0.02% -58 Timeline ESLG STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,394 shares 69,394 $1.73M 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,634 shares; 2025Q1: 37,066 shares; 2025Q2: 40,195 shares; 2025Q3: 40,195 shares; 2025Q4: 41,442 shares 41,442 $1.72M 0.02% +1,247 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,580 shares; 2024Q4: 47,877 shares; 2025Q1: 57,206 shares; 2025Q2: 63,390 shares; 2025Q3: 68,497 shares; 2025Q4: 41,458 shares 41,458 $1.72M 0.02% -27,039 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,347 shares; 2024Q4: 41,147 shares; 2025Q1: 42,517 shares; 2025Q2: 42,707 shares; 2025Q3: 42,710 shares; 2025Q4: 41,963 shares 41,963 $1.71M 0.02% -747 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,041 shares; 2024Q4: 32,304 shares; 2025Q1: 32,543 shares; 2025Q2: 24,939 shares; 2025Q3: 34,949 shares; 2025Q4: 36,153 shares 36,153 $1.71M 0.02% +1,204 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,952 shares; 2024Q4: 5,978 shares; 2025Q1: 5,963 shares; 2025Q2: 5,923 shares; 2025Q3: 5,822 shares; 2025Q4: 5,818 shares 5,818 $1.68M 0.02% -4 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,693 shares; 2024Q4: 7,030 shares; 2025Q1: 8,764 shares; 2025Q2: 9,360 shares; 2025Q3: 9,828 shares; 2025Q4: 9,435 shares 9,435 $1.68M 0.02% -393 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,030 shares; 2024Q4: 38,591 shares; 2025Q1: 40,990 shares; 2025Q2: 47,497 shares; 2025Q3: 50,324 shares; 2025Q4: 76,189 shares 76,189 $1.67M 0.02% +25,865 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,604 shares; 2024Q4: 21,639 shares; 2025Q1: 22,004 shares; 2025Q2: 24,977 shares; 2025Q3: 27,470 shares; 2025Q4: 65,722 shares 65,722 $1.67M 0.02% +38,252 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,720 shares; 2024Q4: 45,713 shares; 2025Q1: 45,587 shares; 2025Q2: 42,330 shares; 2025Q3: 49,217 shares; 2025Q4: 49,845 shares 49,845 $1.63M 0.02% +628 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,177 shares 61,177 $1.61M 0.02% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,618 shares 2,618 $1.6M 0.02% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,823 shares; 2024Q4: 23,997 shares; 2025Q1: 25,185 shares; 2025Q2: 26,227 shares; 2025Q3: 26,535 shares; 2025Q4: 24,123 shares 24,123 $1.57M 0.02% -2,412 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,241 shares; 2024Q4: 5,584 shares; 2025Q1: 6,173 shares; 2025Q2: 8,199 shares; 2025Q3: 7,967 shares; 2025Q4: 7,981 shares 7,981 $1.56M 0.02% +14 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,553 shares; 2024Q4: 12,543 shares; 2025Q1: 12,238 shares; 2025Q2: 12,145 shares; 2025Q3: 12,102 shares; 2025Q4: 11,717 shares 11,717 $1.54M 0.02% -385 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,046 shares; 2024Q4: 29,246 shares; 2025Q1: 29,246 shares; 2025Q2: 29,246 shares; 2025Q3: 29,246 shares; 2025Q4: 29,246 shares 29,246 $1.53M 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 4,909 shares; 2025Q1: 4,892 shares; 2025Q2: 4,911 shares; 2025Q3: 5,037 shares; 2025Q4: 5,153 shares 5,153 $1.51M 0.02% +116 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,340 shares; 2024Q4: 12,526 shares; 2025Q1: 14,490 shares; 2025Q2: 16,283 shares; 2025Q3: 16,454 shares; 2025Q4: 19,958 shares 19,958 $1.51M 0.02% +3,504 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,291 shares; 2024Q4: 45,370 shares; 2025Q1: 35,889 shares; 2025Q2: 38,420 shares; 2025Q3: 38,420 shares; 2025Q4: 38,420 shares 38,420 $1.5M 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,121 shares; 2024Q4: 16,921 shares; 2025Q1: 16,796 shares; 2025Q2: 15,836 shares; 2025Q3: 15,730 shares; 2025Q4: 15,935 shares 15,935 $1.5M 0.02% +205 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,464 shares; 2025Q1: 1,410 shares; 2025Q2: 1,428 shares; 2025Q3: 1,441 shares; 2025Q4: 1,396 shares 1,396 $1.49M 0.02% -45 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,637 shares; 2024Q4: 12,679 shares; 2025Q1: 12,821 shares; 2025Q2: 12,844 shares; 2025Q3: 12,812 shares; 2025Q4: 12,837 shares 12,837 $1.49M 0.02% +25 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,959 shares; 2024Q4: 25,261 shares; 2025Q1: 27,939 shares; 2025Q2: 28,884 shares; 2025Q3: 28,082 shares; 2025Q4: 26,470 shares 26,470 $1.45M 0.02% -1,612 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,457 shares; 2025Q1: 2,457 shares; 2025Q2: 1,920 shares; 2025Q3: 1,862 shares; 2025Q4: 9,325 shares 9,325 $1.43M 0.02% +7,463 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 8,911 shares; 2025Q1: 13,330 shares; 2025Q2: 13,905 shares; 2025Q3: 13,947 shares; 2025Q4: 15,244 shares 15,244 $1.42M 0.02% +1,297 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,435 shares; 2024Q4: 12,007 shares; 2025Q1: 12,912 shares; 2025Q2: 13,473 shares; 2025Q3: 12,381 shares; 2025Q4: 12,410 shares 12,410 $1.41M 0.02% +29 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,473 shares; 2024Q4: 21,588 shares; 2025Q1: 21,875 shares; 2025Q2: 20,287 shares; 2025Q3: 19,592 shares; 2025Q4: 18,061 shares 18,061 $1.39M 0.02% -1,531 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,685 shares; 2024Q4: 8,570 shares; 2025Q1: 8,570 shares; 2025Q2: 8,460 shares; 2025Q3: 8,478 shares; 2025Q4: 8,478 shares 8,478 $1.38M 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,661 shares; 2024Q4: 9,596 shares; 2025Q1: 9,142 shares; 2025Q2: 8,774 shares; 2025Q3: 6,307 shares; 2025Q4: 6,438 shares 6,438 $1.38M 0.02% +131 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,435 shares; 2025Q2: 29,050 shares; 2025Q3: 36,316 shares; 2025Q4: 41,613 shares 41,613 $1.38M 0.02% +5,297 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,645 shares; 2024Q4: 37,645 shares; 2025Q1: 36,210 shares; 2025Q2: 38,296 shares; 2025Q3: 38,216 shares; 2025Q4: 34,667 shares 34,667 $1.37M 0.02% -3,549 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 3,204 shares; 2025Q1: 3,628 shares; 2025Q2: 3,634 shares; 2025Q3: 3,621 shares; 2025Q4: 3,663 shares 3,663 $1.37M 0.02% +42 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 9,993 shares; 2025Q1: 9,454 shares; 2025Q2: 10,578 shares; 2025Q3: 11,436 shares; 2025Q4: 11,537 shares 11,537 $1.35M 0.02% +101 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,867 shares; 2024Q4: 10,719 shares; 2025Q1: 10,733 shares; 2025Q2: 10,329 shares; 2025Q3: 8,672 shares; 2025Q4: 8,391 shares 8,391 $1.35M 0.02% -281 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,452 shares; 2024Q4: 45,033 shares; 2025Q1: 45,033 shares; 2025Q2: 45,033 shares; 2025Q3: 44,832 shares; 2025Q4: 54,157 shares 54,157 $1.35M 0.02% +9,325 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,353 shares; 2024Q4: 12,228 shares; 2025Q1: 13,959 shares; 2025Q2: 29,444 shares; 2025Q3: 26,497 shares; 2025Q4: 26,347 shares 26,347 $1.34M 0.02% -150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,862 shares; 2024Q4: 19,441 shares; 2025Q1: 25,582 shares; 2025Q2: 25,629 shares; 2025Q3: 25,672 shares; 2025Q4: 26,228 shares 26,228 $1.34M 0.02% +556 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,920 shares; 2025Q1: 48,798 shares; 2025Q2: 37,711 shares; 2025Q3: 34,838 shares; 2025Q4: 34,965 shares 34,965 $1.33M 0.02% +127 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,047 shares; 2024Q4: 25,804 shares; 2025Q1: 25,083 shares; 2025Q2: 24,868 shares; 2025Q3: 22,745 shares; 2025Q4: 20,926 shares 20,926 $1.33M 0.02% -1,819 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,451 shares; 2024Q4: 23,175 shares; 2025Q1: 22,692 shares; 2025Q2: 22,437 shares; 2025Q3: 22,404 shares; 2025Q4: 22,638 shares 22,638 $1.33M 0.02% +234 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,378 shares; 2024Q4: 64,839 shares; 2025Q1: 59,739 shares; 2025Q2: 60,777 shares; 2025Q3: 59,394 shares; 2025Q4: 63,057 shares 63,057 $1.32M 0.02% +3,663 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 1,993 shares; 2025Q1: 1,993 shares; 2025Q2: 1,988 shares; 2025Q3: 1,928 shares; 2025Q4: 1,928 shares 1,928 $1.3M 0.02% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,632 shares; 2024Q4: 8,632 shares; 2025Q1: 8,537 shares; 2025Q2: 9,852 shares; 2025Q3: 9,785 shares; 2025Q4: 10,050 shares 10,050 $1.29M 0.02% +265 Timeline FDLS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,272 shares 35,272 $1.26M 0.02% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,745 shares; 2024Q4: 11,407 shares; 2025Q1: 12,662 shares; 2025Q2: 14,584 shares; 2025Q3: 14,970 shares; 2025Q4: 14,361 shares 14,361 $1.25M 0.02% -609 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,591 shares; 2024Q4: 18,256 shares; 2025Q1: 18,631 shares; 2025Q2: 19,399 shares; 2025Q3: 18,891 shares; 2025Q4: 17,766 shares 17,766 $1.24M 0.02% -1,125 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,359 shares; 2024Q4: 8,806 shares; 2025Q1: 8,794 shares; 2025Q2: 8,813 shares; 2025Q3: 8,725 shares; 2025Q4: 8,802 shares 8,802 $1.21M 0.01% +77 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,507 shares; 2024Q4: 25,942 shares; 2025Q1: 24,569 shares; 2025Q2: 24,748 shares; 2025Q3: 16,876 shares; 2025Q4: 16,310 shares 16,310 $1.18M 0.01% -566 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,204 shares; 2024Q4: 8,538 shares; 2025Q1: 8,900 shares; 2025Q2: 8,931 shares; 2025Q3: 8,931 shares; 2025Q4: 8,845 shares 8,845 $1.17M 0.01% -86 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,213 shares; 2024Q4: 7,251 shares; 2025Q1: 7,890 shares; 2025Q2: 10,048 shares; 2025Q3: 11,100 shares; 2025Q4: 11,270 shares 11,270 $1.17M 0.01% +170 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,176 shares; 2024Q4: 5,282 shares; 2025Q1: 5,285 shares; 2025Q2: 5,337 shares; 2025Q3: 5,262 shares; 2025Q4: 5,300 shares 5,300 $1.16M 0.01% +38 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,380 shares; 2024Q4: 26,380 shares; 2025Q1: 26,329 shares; 2025Q2: 26,329 shares; 2025Q3: 25,884 shares; 2025Q4: 26,217 shares 26,217 $1.15M 0.01% +333 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,549 shares; 2025Q1: 44,085 shares; 2025Q2: 51,049 shares; 2025Q3: 53,784 shares; 2025Q4: 57,958 shares 57,958 $1.15M 0.01% +4,174 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,642 shares; 2025Q1: 2,631 shares; 2025Q2: 2,587 shares; 2025Q3: 2,565 shares; 2025Q4: 2,465 shares 2,465 $1.15M 0.01% -100 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,101 shares; 2025Q3: 22,584 shares; 2025Q4: 23,422 shares 23,422 $1.14M 0.01% +838 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,413 shares 41,413 $1.14M 0.01% new Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,470 shares 55,470 $1.14M 0.01% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,034 shares; 2024Q4: 3,936 shares; 2025Q1: 3,760 shares; 2025Q2: 3,804 shares; 2025Q3: 4,197 shares; 2025Q4: 4,272 shares 4,272 $1.13M 0.01% +75 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,138 shares; 2025Q3: 29,316 shares; 2025Q4: 29,792 shares 29,792 $1.13M 0.01% +476 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,222 shares; 2025Q2: 8,222 shares; 2025Q3: 8,222 shares; 2025Q4: 8,222 shares 8,222 $1.12M 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,789 shares; 2024Q4: 25,273 shares; 2025Q1: 22,823 shares; 2025Q2: 22,823 shares; 2025Q3: 22,823 shares; 2025Q4: 25,876 shares 25,876 $1.12M 0.01% +3,053 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,666 shares; 2024Q4: 32,622 shares; 2025Q1: 32,206 shares; 2025Q2: 32,019 shares; 2025Q3: 31,957 shares; 2025Q4: 30,856 shares 30,856 $1.12M 0.01% -1,101 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,426 shares; 2024Q4: 10,149 shares; 2025Q1: 10,235 shares; 2025Q2: 10,074 shares; 2025Q3: 9,949 shares; 2025Q4: 9,803 shares 9,803 $1.1M 0.01% -146 Timeline IRTR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,621 shares; 2025Q3: 35,621 shares; 2025Q4: 35,621 shares 35,621 $1.1M 0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,200 shares; 2024Q4: 18,762 shares; 2025Q1: 15,613 shares; 2025Q2: 12,914 shares; 2025Q3: 13,078 shares; 2025Q4: 23,475 shares 23,475 $1.09M 0.01% +10,397 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,714 shares; 2024Q4: 13,416 shares; 2025Q1: 16,925 shares; 2025Q2: 29,565 shares; 2025Q3: 32,848 shares; 2025Q4: 26,698 shares 26,698 $1.08M 0.01% -6,150 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,434 shares; 2025Q3: 13,270 shares; 2025Q4: 16,693 shares 16,693 $1.08M 0.01% +3,423 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,120 shares; 2024Q4: 22,120 shares; 2025Q1: 22,751 shares; 2025Q2: 22,751 shares; 2025Q3: 22,751 shares; 2025Q4: 22,751 shares 22,751 $1.07M 0.01% 0 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,075 shares; 2025Q2: 8,845 shares; 2025Q3: 15,000 shares; 2025Q4: 40,148 shares 40,148 $1.07M 0.01% +25,148 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,432 shares; 2024Q4: 19,833 shares; 2025Q1: 19,500 shares; 2025Q2: 19,070 shares; 2025Q3: 20,099 shares; 2025Q4: 19,329 shares 19,329 $1.06M 0.01% -770 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,271 shares; 2024Q4: 25,449 shares; 2025Q1: 23,870 shares; 2025Q2: 23,931 shares; 2025Q3: 26,483 shares; 2025Q4: 26,076 shares 26,076 $1.06M 0.01% -407 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 4,446 shares; 2025Q1: 4,854 shares; 2025Q2: 14,153 shares; 2025Q3: 14,804 shares; 2025Q4: 14,639 shares 14,639 $1.05M 0.01% -165 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,447 shares; 2024Q4: 8,230 shares; 2025Q1: 8,228 shares; 2025Q2: 7,775 shares; 2025Q3: 7,937 shares; 2025Q4: 7,835 shares 7,835 $1.05M 0.01% -102 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,799 shares; 2025Q3: 15,919 shares; 2025Q4: 40,669 shares 40,669 $1.03M 0.01% +24,750 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,116 shares; 2025Q3: 10,050 shares; 2025Q4: 11,084 shares 11,084 $1.03M 0.01% +1,034 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 845 shares; 2025Q1: 877 shares; 2025Q2: 817 shares; 2025Q3: 827 shares; 2025Q4: 821 shares 821 $998K 0.01% -6 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,761 shares; 2024Q4: 41,716 shares; 2025Q1: 40,217 shares; 2025Q2: 39,227 shares; 2025Q3: 41,556 shares; 2025Q4: 39,844 shares 39,844 $992K 0.01% -1,712 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,457 shares; 2025Q4: 30,914 shares 30,914 $987K 0.01% +9,457 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,757 shares; 2024Q4: 63,625 shares; 2025Q1: 65,308 shares; 2025Q2: 15,118 shares; 2025Q3: 18,351 shares; 2025Q4: 22,217 shares 22,217 $986K 0.01% +3,866 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,730 shares; 2024Q4: 9,215 shares; 2025Q1: 9,426 shares; 2025Q2: 9,308 shares; 2025Q3: 9,179 shares; 2025Q4: 9,103 shares 9,103 $960K 0.01% -76 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,510 shares; 2025Q2: 31,510 shares; 2025Q3: 31,510 shares; 2025Q4: 31,510 shares 31,510 $957K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 4,641 shares; 2025Q1: 4,530 shares; 2025Q2: 4,996 shares; 2025Q3: 4,849 shares; 2025Q4: 4,770 shares 4,770 $930K 0.01% -79 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,978 shares; 2024Q4: 14,594 shares; 2025Q1: 15,903 shares; 2025Q2: 17,746 shares; 2025Q3: 18,590 shares; 2025Q4: 27,303 shares 27,303 $923K 0.01% +8,713 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,389 shares; 2025Q3: 14,300 shares; 2025Q4: 20,051 shares 20,051 $923K 0.01% +5,751 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 7,271 shares; 2025Q1: 9,835 shares; 2025Q2: 11,124 shares; 2025Q3: 11,983 shares; 2025Q4: 9,176 shares 9,176 $917K 0.01% -2,807 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 8,300 shares; 2025Q1: 8,405 shares; 2025Q2: 8,400 shares; 2025Q3: 8,366 shares; 2025Q4: 9,775 shares 9,775 $911K 0.01% +1,409 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,405 shares; 2024Q4: 20,375 shares; 2025Q1: 20,375 shares; 2025Q2: 20,375 shares; 2025Q3: 20,701 shares; 2025Q4: 20,701 shares 20,701 $905K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,117 shares; 2025Q2: 22,059 shares; 2025Q3: 28,889 shares; 2025Q4: 39,108 shares 39,108 $901K 0.01% +10,219 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 4,470 shares; 2025Q1: 4,655 shares; 2025Q2: 5,434 shares; 2025Q3: 5,503 shares; 2025Q4: 5,524 shares 5,524 $886K 0.01% +21 Timeline GLRY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,631 shares 24,631 $882K 0.01% new Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,655 shares; 2025Q4: 36,655 shares 36,655 $878K 0.01% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,403 shares; 2024Q4: 17,526 shares; 2025Q1: 16,959 shares; 2025Q2: 16,553 shares; 2025Q3: 17,053 shares; 2025Q4: 17,484 shares 17,484 $878K 0.01% +431 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,653 shares; 2024Q4: 48,658 shares; 2025Q1: 48,432 shares; 2025Q2: 50,116 shares; 2025Q3: 51,077 shares; 2025Q4: 50,341 shares 50,341 $873K 0.01% -736 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 4,143 shares; 2025Q1: 6,853 shares; 2025Q2: 8,056 shares; 2025Q3: 8,082 shares; 2025Q4: 6,683 shares 6,683 $862K 0.01% -1,399 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,750 shares; 2025Q1: 2,900 shares; 2025Q2: 3,650 shares; 2025Q3: 3,885 shares; 2025Q4: 3,761 shares 3,761 $856K 0.01% -124 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,813 shares; 2025Q1: 12,173 shares; 2025Q2: 17,727 shares; 2025Q3: 17,923 shares; 2025Q4: 21,012 shares 21,012 $846K 0.01% +3,089 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,178 shares; 2024Q4: 16,597 shares; 2025Q1: 17,029 shares; 2025Q2: 18,516 shares; 2025Q3: 18,705 shares; 2025Q4: 18,016 shares 18,016 $843K 0.01% -689 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 3,678 shares; 2025Q1: 5,684 shares; 2025Q2: 6,715 shares; 2025Q3: 6,292 shares; 2025Q4: 5,437 shares 5,437 $843K 0.01% -855 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,906 shares; 2024Q4: 3,906 shares; 2025Q1: 3,751 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,742 shares 3,742 $841K 0.01% -8 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,347 shares; 2025Q1: 2,303 shares; 2025Q2: 2,351 shares; 2025Q3: 2,320 shares; 2025Q4: 2,363 shares 2,363 $831K 0.01% +43 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,053 shares; 2025Q4: 8,766 shares 8,766 $826K 0.01% +713 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,087 shares; 2024Q4: 20,068 shares; 2025Q1: 19,696 shares; 2025Q2: 27,141 shares; 2025Q3: 34,684 shares; 2025Q4: 32,887 shares 32,887 $817K 0.01% -1,797 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: 4,420 shares; 2025Q1: 4,051 shares; 2025Q2: 4,045 shares; 2025Q3: 3,990 shares; 2025Q4: 3,930 shares 3,930 $816K 0.01% -60 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 4,010 shares; 2025Q1: 3,991 shares; 2025Q2: 3,989 shares; 2025Q3: 3,953 shares; 2025Q4: 3,902 shares 3,902 $814K 0.01% -51 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,334 shares; 2024Q4: 10,404 shares; 2025Q1: 10,356 shares; 2025Q2: 10,588 shares; 2025Q3: 11,222 shares; 2025Q4: 10,221 shares 10,221 $808K 0.01% -1,001 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,363 shares; 2025Q2: 8,763 shares; 2025Q3: 11,309 shares; 2025Q4: 12,139 shares 12,139 $806K 0.01% +830 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,089 shares; 2024Q4: 9,230 shares; 2025Q1: 9,029 shares; 2025Q2: 8,915 shares; 2025Q3: 15,858 shares; 2025Q4: 14,998 shares 14,998 $800K 0.01% -860 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,155 shares; 2024Q4: 9,739 shares; 2025Q1: 9,471 shares; 2025Q2: 10,493 shares; 2025Q3: 10,495 shares; 2025Q4: 9,853 shares 9,853 $800K 0.01% -642 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,621 shares; 2024Q4: 6,722 shares; 2025Q1: 6,411 shares; 2025Q2: 6,357 shares; 2025Q3: 6,163 shares; 2025Q4: 6,197 shares 6,197 $800K 0.01% +34 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,421 shares; 2025Q1: 2,423 shares; 2025Q2: 2,462 shares; 2025Q3: 2,472 shares; 2025Q4: 2,549 shares 2,549 $791K 0.01% +77 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,701 shares; 2024Q4: 26,880 shares; 2025Q1: 31,819 shares; 2025Q2: 27,211 shares; 2025Q3: 28,760 shares; 2025Q4: 21,556 shares 21,556 $790K 0.01% -7,204 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 4,128 shares; 2025Q1: 4,138 shares; 2025Q2: 4,135 shares; 2025Q3: 4,135 shares; 2025Q4: 4,043 shares 4,043 $789K 0.01% -92 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,842 shares; 2024Q4: 27,011 shares; 2025Q1: 26,758 shares; 2025Q2: 22,197 shares; 2025Q3: 22,210 shares; 2025Q4: 19,928 shares 19,928 $786K 0.01% -2,282 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,822 shares; 2025Q4: 7,822 shares 7,822 $784K 0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,374 shares; 2024Q4: 9,109 shares; 2025Q1: 8,804 shares; 2025Q2: 8,200 shares; 2025Q3: 8,502 shares; 2025Q4: 8,767 shares 8,767 $784K 0.01% +265 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,755 shares; 2024Q4: 11,299 shares; 2025Q1: 25,303 shares; 2025Q2: 24,777 shares; 2025Q3: 24,521 shares; 2025Q4: 19,246 shares 19,246 $784K 0.01% -5,275 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: 5,247 shares; 2025Q1: 6,037 shares; 2025Q2: 5,980 shares; 2025Q3: 6,223 shares; 2025Q4: 6,508 shares 6,508 $777K 0.01% +285 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,872 shares; 2025Q4: 14,872 shares 14,872 $750K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 5,184 shares; 2025Q1: 5,254 shares; 2025Q2: 5,811 shares; 2025Q3: 4,611 shares; 2025Q4: 4,612 shares 4,612 $738K 0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 2,978 shares; 2025Q1: 2,970 shares; 2025Q2: 2,965 shares; 2025Q3: 2,955 shares; 2025Q4: 2,955 shares 2,955 $730K 0.01% 0 Timeline JHID 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,916 shares; 2024Q4: 9,916 shares; 2025Q1: 7,254 shares; 2025Q2: 6,518 shares; 2025Q3: 15,683 shares; 2025Q4: 19,068 shares 19,068 $726K 0.01% +3,385 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,766 shares; 2024Q4: 5,067 shares; 2025Q1: 5,058 shares; 2025Q2: 5,058 shares; 2025Q3: 5,001 shares; 2025Q4: 5,604 shares 5,604 $724K 0.01% +603 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,177 shares; 2025Q1: 21,582 shares; 2025Q2: 23,900 shares; 2025Q3: 26,273 shares; 2025Q4: 27,358 shares 27,358 $713K 0.01% +1,085 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,456 shares 27,456 $712K 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,427 shares; 2025Q1: 3,355 shares; 2025Q2: 3,340 shares; 2025Q3: 3,227 shares; 2025Q4: 3,233 shares 3,233 $702K 0.01% +6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 787 shares; 2025Q3: 814 shares; 2025Q4: 864 shares 864 $699K 0.01% +50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,631 shares; 2025Q1: 3,629 shares; 2025Q2: 3,517 shares; 2025Q3: 3,517 shares; 2025Q4: 3,300 shares 3,300 $697K 0.01% -217 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,180 shares; 2024Q4: 6,972 shares; 2025Q1: 6,973 shares; 2025Q2: 6,975 shares; 2025Q3: 6,762 shares; 2025Q4: 5,083 shares 5,083 $696K 0.01% -1,679 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,910 shares; 2024Q4: 37,906 shares; 2025Q1: 37,315 shares; 2025Q2: 40,268 shares; 2025Q3: 33,723 shares; 2025Q4: 33,281 shares 33,281 $683K 0.01% -442 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,592 shares; 2025Q1: 1,473 shares; 2025Q2: 1,598 shares; 2025Q3: 1,615 shares; 2025Q4: 1,843 shares 1,843 $682K 0.01% +228 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,862 shares; 2025Q1: 1,866 shares; 2025Q2: 2,259 shares; 2025Q3: 2,625 shares; 2025Q4: 2,650 shares 2,650 $681K 0.01% +25 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,799 shares; 2024Q4: 20,230 shares; 2025Q1: 15,901 shares; 2025Q2: 14,915 shares; 2025Q3: 12,081 shares; 2025Q4: 11,354 shares 11,354 $680K 0.01% -727 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 3,927 shares; 2025Q1: 4,124 shares; 2025Q2: 3,728 shares; 2025Q3: 3,799 shares; 2025Q4: 3,815 shares 3,815 $677K 0.01% +16 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,572 shares; 2024Q4: 7,245 shares; 2025Q1: 7,229 shares; 2025Q2: 6,484 shares; 2025Q3: 6,237 shares; 2025Q4: 7,507 shares 7,507 $657K 0.01% +1,270 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 4,129 shares; 2025Q1: 4,140 shares; 2025Q2: 4,119 shares; 2025Q3: 4,155 shares; 2025Q4: 3,533 shares 3,533 $654K 0.01% -622 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,179 shares; 2025Q1: not reported; 2025Q2: 2,831 shares; 2025Q3: 2,727 shares; 2025Q4: 2,686 shares 2,686 $651K 0.01% -41 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,645 shares; 2024Q4: 28,099 shares; 2025Q1: 27,199 shares; 2025Q2: 28,765 shares; 2025Q3: 26,340 shares; 2025Q4: 26,575 shares 26,575 $649K 0.01% +235 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,358 shares; 2024Q4: 17,358 shares; 2025Q1: 18,641 shares; 2025Q2: 18,641 shares; 2025Q3: 18,641 shares; 2025Q4: 18,641 shares 18,641 $643K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 816 shares; 2025Q1: 826 shares; 2025Q2: 843 shares; 2025Q3: 862 shares; 2025Q4: 778 shares 778 $638K 0.01% -84 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 386 shares; 2025Q1: 404 shares; 2025Q2: 6,984 shares; 2025Q3: 6,917 shares; 2025Q4: 6,961 shares 6,961 $635K 0.01% +44 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 2,236 shares; 2025Q1: 2,198 shares; 2025Q2: 2,195 shares; 2025Q3: 2,171 shares; 2025Q4: 2,171 shares 2,171 $627K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,070 shares; 2025Q1: 953 shares; 2025Q2: 923 shares; 2025Q3: 1,003 shares; 2025Q4: 1,079 shares 1,079 $625K 0.01% +76 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 902 shares; 2025Q1: 982 shares; 2025Q2: 989 shares; 2025Q3: 996 shares; 2025Q4: 1,097 shares 1,097 $621K 0.01% +101 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 9,450 shares; 2025Q1: 11,075 shares; 2025Q2: 11,033 shares; 2025Q3: 11,033 shares; 2025Q4: 12,297 shares 12,297 $621K 0.01% +1,264 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,958 shares; 2024Q4: 3,971 shares; 2025Q1: 3,975 shares; 2025Q2: 3,949 shares; 2025Q3: 3,849 shares; 2025Q4: 4,014 shares 4,014 $619K 0.01% +165 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 566 shares; 2025Q1: 549 shares; 2025Q2: 545 shares; 2025Q3: 569 shares; 2025Q4: 576 shares 576 $616K 0.01% +7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,114 shares; 2024Q4: 6,446 shares; 2025Q1: 6,492 shares; 2025Q2: 6,438 shares; 2025Q3: 6,114 shares; 2025Q4: 6,204 shares 6,204 $613K 0.01% +90 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,065 shares; 2025Q1: 1,774 shares; 2025Q2: 1,757 shares; 2025Q3: 1,763 shares; 2025Q4: 1,749 shares 1,749 $612K 0.01% -14 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,279 shares; 2024Q4: 12,303 shares; 2025Q1: 14,731 shares; 2025Q2: 14,978 shares; 2025Q3: 15,643 shares; 2025Q4: 14,977 shares 14,977 $604K 0.01% -666 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,715 shares; 2025Q1: 3,801 shares; 2025Q2: 3,946 shares; 2025Q3: 3,883 shares; 2025Q4: 3,708 shares 3,708 $603K 0.01% -175 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $598K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,969 shares; 2024Q4: 12,206 shares; 2025Q1: 11,995 shares; 2025Q2: 12,086 shares; 2025Q3: 12,105 shares; 2025Q4: 3,992 shares 3,992 $595K 0.01% -8,113 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,890 shares; 2025Q1: 2,826 shares; 2025Q2: 2,844 shares; 2025Q3: 3,669 shares; 2025Q4: 3,849 shares 3,849 $591K 0.01% +180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,818 shares; 2024Q4: 24,156 shares; 2025Q1: 23,020 shares; 2025Q2: 23,440 shares; 2025Q3: 23,743 shares; 2025Q4: 23,643 shares 23,643 $586K 0.01% -100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,945 shares; 2025Q1: 3,946 shares; 2025Q2: 3,721 shares; 2025Q3: 3,728 shares; 2025Q4: 3,719 shares 3,719 $582K 0.01% -9 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,040 shares; 2025Q4: 6,197 shares 6,197 $573K 0.01% +157 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,950 shares; 2025Q1: 13,179 shares; 2025Q2: 13,374 shares; 2025Q3: 13,851 shares; 2025Q4: 14,344 shares 14,344 $568K 0.01% +493 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,768 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,896 shares; 2025Q4: 3,458 shares 3,458 $566K 0.01% +562 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,814 shares; 2024Q4: 8,845 shares; 2025Q1: 8,715 shares; 2025Q2: 8,707 shares; 2025Q3: 8,661 shares; 2025Q4: 8,375 shares 8,375 $564K 0.01% -286 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,287 shares; 2025Q1: 2,365 shares; 2025Q2: 2,221 shares; 2025Q3: 2,334 shares; 2025Q4: 2,456 shares 2,456 $562K 0.01% +122 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,489 shares; 2025Q1: 4,563 shares; 2025Q2: 4,563 shares; 2025Q3: 4,563 shares; 2025Q4: 4,570 shares 4,570 $562K 0.01% +7 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,816 shares; 2025Q1: 2,704 shares; 2025Q2: 2,704 shares; 2025Q3: 2,699 shares; 2025Q4: 2,679 shares 2,679 $557K 0.01% -20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,033 shares; 2024Q4: 18,033 shares; 2025Q1: 18,033 shares; 2025Q2: 18,033 shares; 2025Q3: 18,033 shares; 2025Q4: 18,033 shares 18,033 $556K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,932 shares; 2025Q1: 2,316 shares; 2025Q2: 3,007 shares; 2025Q3: 2,979 shares; 2025Q4: 2,995 shares 2,995 $556K 0.01% +16 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,941 shares; 2025Q1: 1,944 shares; 2025Q2: 1,970 shares; 2025Q3: 1,950 shares; 2025Q4: 1,907 shares 1,907 $553K 0.01% -43 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,451 shares; 2025Q1: 2,442 shares; 2025Q2: 2,432 shares; 2025Q3: 1,539 shares; 2025Q4: 1,417 shares 1,417 $548K 0.01% -122 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,077 shares; 2024Q4: 16,077 shares; 2025Q1: 13,216 shares; 2025Q2: 16,399 shares; 2025Q3: 13,049 shares; 2025Q4: 13,049 shares 13,049 $546K 0.01% 0 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,226 shares 19,226 $543K 0.01% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 3,267 shares; 2025Q1: 3,331 shares; 2025Q2: 3,306 shares; 2025Q3: 2,845 shares; 2025Q4: 3,148 shares 3,148 $539K 0.01% +303 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,260 shares; 2024Q4: 12,910 shares; 2025Q1: 12,910 shares; 2025Q2: 12,910 shares; 2025Q3: 12,910 shares; 2025Q4: 12,910 shares 12,910 $530K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,165 shares; 2024Q4: 6,165 shares; 2025Q1: 8,797 shares; 2025Q2: 7,469 shares; 2025Q3: 7,691 shares; 2025Q4: 7,696 shares 7,696 $529K 0.01% +5 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,853 shares; 2024Q4: 5,921 shares; 2025Q1: 5,835 shares; 2025Q2: 5,871 shares; 2025Q3: 5,502 shares; 2025Q4: 5,342 shares 5,342 $522K 0.01% -160 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,853 shares; 2025Q1: 2,771 shares; 2025Q2: 2,702 shares; 2025Q3: 2,702 shares; 2025Q4: 2,662 shares 2,662 $517K 0.01% -40 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,915 shares; 2025Q2: 5,546 shares; 2025Q3: 5,688 shares; 2025Q4: 5,785 shares 5,785 $510K 0.01% +97 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 11,720 shares; 2025Q1: 11,720 shares; 2025Q2: 11,720 shares; 2025Q3: 11,720 shares; 2025Q4: 11,720 shares 11,720 $507K 0.01% 0 Timeline SBFG SB FINL GROUP INC More: the full row for SB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,751 shares; 2025Q4: 22,751 shares 22,751 $507K 0.01% 0 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,677 shares; 2025Q3: 16,609 shares; 2025Q4: 22,201 shares 22,201 $506K 0.01% +5,592 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,116 shares; 2025Q1: 9,456 shares; 2025Q2: 12,050 shares; 2025Q3: 13,480 shares; 2025Q4: 10,049 shares 10,049 $505K 0.01% -3,431 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,091 shares; 2024Q4: 5,886 shares; 2025Q1: 2,585 shares; 2025Q2: 2,475 shares; 2025Q3: 2,244 shares; 2025Q4: 2,365 shares 2,365 $501K 0.01% +121 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,937 shares; 2024Q4: 11,504 shares; 2025Q1: 11,539 shares; 2025Q2: 7,407 shares; 2025Q3: 4,853 shares; 2025Q4: 4,940 shares 4,940 $496K 0.01% +87 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,572 shares; 2024Q4: 10,585 shares; 2025Q1: 10,532 shares; 2025Q2: 10,545 shares; 2025Q3: 10,499 shares; 2025Q4: 10,037 shares 10,037 $494K 0.01% -462 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,777 shares; 2025Q2: 9,767 shares; 2025Q3: 15,025 shares; 2025Q4: 19,244 shares 19,244 $491K 0.01% +4,219 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 4,260 shares; 2025Q1: 4,260 shares; 2025Q2: 7,804 shares; 2025Q3: 7,804 shares; 2025Q4: 7,815 shares 7,815 $488K 0.01% +11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,890 shares; 2025Q1: 1,865 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,406 shares 2,406 $485K 0.01% +11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,720 shares; 2024Q4: 8,379 shares; 2025Q1: 8,343 shares; 2025Q2: 8,324 shares; 2025Q3: 8,636 shares; 2025Q4: 9,517 shares 9,517 $484K 0.01% +881 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,031 shares; 2024Q4: 12,849 shares; 2025Q1: 12,849 shares; 2025Q2: 12,849 shares; 2025Q3: 13,030 shares; 2025Q4: 12,898 shares 12,898 $477K 0.01% -132 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,494 shares; 2024Q4: 9,487 shares; 2025Q1: 9,660 shares; 2025Q2: 10,000 shares; 2025Q3: 10,153 shares; 2025Q4: 5,283 shares 5,283 $473K 0.01% -4,870 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,336 shares; 2025Q3: 13,672 shares; 2025Q4: 16,209 shares 16,209 $472K 0.01% +2,537 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,705 shares; 2024Q4: 10,708 shares; 2025Q1: 9,091 shares; 2025Q2: 9,120 shares; 2025Q3: 9,569 shares; 2025Q4: 9,778 shares 9,778 $467K 0.01% +209 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,128 shares; 2024Q4: 20,256 shares; 2025Q1: 20,256 shares; 2025Q2: 20,256 shares; 2025Q3: 20,256 shares; 2025Q4: 20,256 shares 20,256 $465K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 893 shares; 2025Q1: 1,058 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,431 shares 1,431 $462K 0.01% +45 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,818 shares; 2025Q3: 6,809 shares; 2025Q4: 6,876 shares 6,876 $462K 0.01% +67 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,061 shares; 2025Q1: 1,064 shares; 2025Q2: 1,023 shares; 2025Q3: 1,050 shares; 2025Q4: 1,278 shares 1,278 $460K 0.01% +228 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,101 shares; 2024Q4: 7,644 shares; 2025Q1: 7,617 shares; 2025Q2: 8,131 shares; 2025Q3: 7,984 shares; 2025Q4: 7,984 shares 7,984 $460K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,720 shares; 2024Q4: 11,385 shares; 2025Q1: 10,962 shares; 2025Q2: 11,565 shares; 2025Q3: 10,741 shares; 2025Q4: 10,606 shares 10,606 $459K 0.01% -135 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,046 shares; 2025Q4: 5,420 shares 5,420 $459K 0.01% +374 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,395 shares; 2025Q1: 1,496 shares; 2025Q2: 1,507 shares; 2025Q3: 1,345 shares; 2025Q4: 1,291 shares 1,291 $453K 0.01% -54 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,397 shares; 2024Q4: 8,169 shares; 2025Q1: 6,596 shares; 2025Q2: 6,538 shares; 2025Q3: 6,404 shares; 2025Q4: 4,698 shares 4,698 $451K 0.01% -1,706 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $450K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 5,303 shares; 2025Q1: 5,281 shares; 2025Q2: 5,266 shares; 2025Q3: 5,191 shares; 2025Q4: 5,191 shares 5,191 $443K 0.01% 0 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,580 shares; 2025Q2: 8,580 shares; 2025Q3: 12,790 shares; 2025Q4: 16,907 shares 16,907 $442K 0.01% +4,117 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,139 shares; 2024Q4: 16,691 shares; 2025Q1: 18,677 shares; 2025Q2: 18,490 shares; 2025Q3: 16,240 shares; 2025Q4: 14,223 shares 14,223 $440K 0.01% -2,017 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 854 shares; 2025Q1: 820 shares; 2025Q2: 821 shares; 2025Q3: 828 shares; 2025Q4: 861 shares 861 $440K 0.01% +33 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,117 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,327 shares; 2025Q4: 2,347 shares 2,347 $432K 0.01% +1,020 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,102 shares; 2024Q4: 13,473 shares; 2025Q1: 5,263 shares; 2025Q2: 4,955 shares; 2025Q3: 4,460 shares; 2025Q4: 4,407 shares 4,407 $431K 0.01% -53 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1,497 shares; 2025Q1: 1,509 shares; 2025Q2: 2,395 shares; 2025Q3: 2,369 shares; 2025Q4: 2,369 shares 2,369 $429K 0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,492 shares 6,492 $425K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 4,986 shares; 2025Q1: 4,961 shares; 2025Q2: 4,961 shares; 2025Q3: 5,064 shares; 2025Q4: 5,064 shares 5,064 $425K 0.01% 0 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,046 shares 5,046 $424K 0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 6,228 shares; 2025Q1: 6,197 shares; 2025Q2: 6,435 shares; 2025Q3: 6,563 shares; 2025Q4: 7,016 shares 7,016 $422K 0.01% +453 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,671 shares; 2025Q3: 1,458 shares; 2025Q4: 1,472 shares 1,472 $420K 0.01% +14 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,363 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 1,503 shares 1,503 $420K 0.01% +673 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,713 shares; 2025Q4: 15,579 shares 15,579 $416K 0.01% +1,866 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 4,682 shares; 2025Q1: 4,880 shares; 2025Q2: 3,796 shares; 2025Q3: 1,205 shares; 2025Q4: 1,076 shares 1,076 $413K 0.01% -129 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,680 shares; 2025Q1: 3,601 shares; 2025Q2: 3,601 shares; 2025Q3: 3,630 shares; 2025Q4: 3,595 shares 3,595 $409K 0.01% -35 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,496 shares; 2025Q2: 8,496 shares; 2025Q3: 11,408 shares; 2025Q4: 15,483 shares 15,483 $408K 0.01% +4,075 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,541 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,526 shares; 2025Q4: 1,495 shares 1,495 $408K 0.01% -31 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,973 shares; 2025Q4: 4,131 shares 4,131 $407K 0.01% +1,158 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,082 shares; 2024Q4: 16,432 shares; 2025Q1: 17,967 shares; 2025Q2: 17,919 shares; 2025Q3: 22,436 shares; 2025Q4: 20,683 shares 20,683 $405K <0.01% -1,753 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,793 shares; 2025Q1: 2,563 shares; 2025Q2: 2,530 shares; 2025Q3: 2,462 shares; 2025Q4: 2,480 shares 2,480 $402K <0.01% +18 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 457 shares; 2025Q1: 379 shares; 2025Q2: 427 shares; 2025Q3: 419 shares; 2025Q4: 456 shares 456 $401K <0.01% +37 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 8,474 shares; 2025Q1: 8,050 shares; 2025Q2: 8,015 shares; 2025Q3: 7,981 shares; 2025Q4: 7,983 shares 7,983 $399K <0.01% +2 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,766 shares; 2025Q2: 3,767 shares; 2025Q3: 4,384 shares; 2025Q4: 4,837 shares 4,837 $399K <0.01% +453 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,542 shares; 2025Q1: 2,434 shares; 2025Q2: 2,573 shares; 2025Q3: 2,492 shares; 2025Q4: 2,360 shares 2,360 $398K <0.01% -132 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,157 shares; 2025Q1: 2,261 shares; 2025Q2: 2,424 shares; 2025Q3: 2,379 shares; 2025Q4: 3,506 shares 3,506 $398K <0.01% +1,127 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,671 shares; 2025Q3: 9,066 shares; 2025Q4: 9,066 shares 9,066 $398K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,036 shares; 2025Q1: 1,060 shares; 2025Q2: 1,109 shares; 2025Q3: 1,118 shares; 2025Q4: 1,178 shares 1,178 $398K <0.01% +60 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,580 shares; 2024Q4: 16,864 shares; 2025Q1: 17,797 shares; 2025Q2: 17,582 shares; 2025Q3: 7,236 shares; 2025Q4: 7,789 shares 7,789 $393K <0.01% +553 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 5,882 shares; 2025Q1: 5,882 shares; 2025Q2: 6,029 shares; 2025Q3: 6,029 shares; 2025Q4: 6,019 shares 6,019 $391K <0.01% -10 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,794 shares; 2025Q1: 18,794 shares; 2025Q2: 18,794 shares; 2025Q3: 18,794 shares; 2025Q4: 18,794 shares 18,794 $390K <0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,491 shares; 2025Q1: 3,386 shares; 2025Q2: 3,385 shares; 2025Q3: 3,172 shares; 2025Q4: 3,153 shares 3,153 $387K <0.01% -19 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 4,576 shares; 2025Q1: 4,383 shares; 2025Q2: 4,543 shares; 2025Q3: 4,830 shares; 2025Q4: 3,875 shares 3,875 $384K <0.01% -955 Timeline BIBL 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,689 shares; 2024Q4: 9,040 shares; 2025Q1: 8,619 shares; 2025Q2: 8,460 shares; 2025Q3: 8,486 shares; 2025Q4: 8,486 shares 8,486 $383K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,605 shares; 2024Q4: 4,557 shares; 2025Q1: 4,635 shares; 2025Q2: 4,649 shares; 2025Q3: 4,590 shares; 2025Q4: 2,708 shares 2,708 $382K <0.01% -1,882 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,917 shares; 2024Q4: 3,852 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,700 shares 3,700 $377K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 4,797 shares; 2025Q1: 4,087 shares; 2025Q2: 3,928 shares; 2025Q3: 3,928 shares; 2025Q4: 3,725 shares 3,725 $376K <0.01% -203 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,977 shares; 2024Q4: 20,350 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,218 shares; 2025Q4: 1,263 shares 1,263 $373K <0.01% +45 Timeline